Who owns BCTK
Which tracked institutional funds hold BCTK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCTK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BCTK is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BCTK’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BCTK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 31 tracked filers holding BCTK, 16 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BCTK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Blueprint Financial Advisors LLC$5M
- Blueprint Investment Partners LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Johnson Financial Group, LLC$1M
- UNIQUE WEALTH, LLC$733K
Full exits 2
- CITADEL ADVISORS LLC$2M
- Orion Porfolio Solutions, LLC$692K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17M
- LPL Financial LLC$4M
- MADDEN SECURITIES Corp$1M
- Western Pacific Wealth Management, LP$1M
- COMMONWEALTH EQUITY SERVICES, LLC$857K
- OSAIC HOLDINGS, INC.$819K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,071,766 | $67M | 53.8% | 2026-Q2 |
| LPL Financial LLC added | 333,688 | $11M | 8.7% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 177,432 | $6M | 4.6% | 2026-Q2 |
| Blueprint Financial Advisors LLC new | 161,403 | $5M | 4.2% | 2026-Q2 |
| Blueprint Investment Partners LLC new | 157,528 | $5M | 4.1% | 2026-Q2 |
| MADDEN SECURITIES Corp added | 130,846 | $4M | 3.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 128,227 | $4M | 3.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 108,058 | $4M | 2.8% | 2026-Q2 |
| Western Pacific Wealth Management, LP added | 103,330 | $3M | 2.7% | 2026-Q2 |
| Lido Advisors, LLC | 60,245 | $2M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 46,474 | $2M | 1.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 36,509 | $1M | 0.9% | 2026-Q2 |
| Johnson Financial Group, LLC new | 34,453 | $1M | 0.9% | 2026-Q2 |
| Zuckerman Investment Group, LLC | 30,683 | $997K | 0.8% | 2026-Q2 |
| Essex Financial Services, Inc. added | 23,580 | $766K | 0.6% | 2026-Q2 |
| UNIQUE WEALTH, LLC new | 22,567 | $733K | 0.6% | 2026-Q2 |
| Rollins Financial Advisors, LLC trimmed | 18,683 | $607K | 0.5% | 2026-Q2 |
| Procyon Advisors, LLC added | 15,832 | $514K | 0.4% | 2026-Q2 |
| CHOREO, LLC | 8,828 | $287K | 0.2% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC | 8,641 | $281K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers new | 7,136 | $232K | 0.2% | 2026-Q2 |
| INVESTMENT PARTNERS, LTD. new | 6,821 | $222K | 0.2% | 2026-Q2 |
| Trek Financial, LLC new | 6,633 | $215K | 0.2% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp | 4,917 | $160K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 3,908 | $127K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 1,341 | $44K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 1,257 | $41K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,027 | $33K | 0.0% | 2026-Q2 |
| Key Financial Inc | 1,000 | $32K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK | 631 | $20K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 425 | $14K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 70,420 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC trimmed | 29,664 | $692K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 15,133 | $353K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 3,817 | $89K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 142 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 33,314 | $837K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Pursuit Wealth Management LLC new | 20,246 | $509K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HC Advisors, LLC new | 9,023 | $227K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 2,220 | $56K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 175 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 17 | $427 | 0.0% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.