Who owns BCUS
Which tracked institutional funds hold BCUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCUS 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 BCUS is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 0 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
BCUS’s largest tracked holder by dollar value, Strategic Wealth Investment Group, LLC, sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BCUS 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 12 tracked filers holding BCUS, 6 increased or opened the position and 2 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 BCUS 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.
Largest adds
- Envestnet Portfolio Solutions, Inc.$6M
- Strategic Wealth Investment Group, LLC$2M
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 |
|---|---|---|---|---|
| Strategic Wealth Investment Group, LLC trimmed | 1,039,253 | $38M | 58.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 571,899 | $21M | 32.0% | 2026-Q2 |
| Israel Discount Bank of New York added | 16,285 | $603K | 0.9% | 2026-Q2 |
| IFP Advisors, Inc | 3,546 | $131K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 1,457 | $54K | 0.1% | 2026-Q2 |
| POM Investment Strategies, LLC | 1,236 | $46K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 910 | $33K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 613 | $23K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 517 | $19K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 268 | $10K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 240 | $9K | 0.0% | 2026-Q2 |
| UBS Group AG | 2 | $74 | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. | 7 | $224 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,409 | $4M | 6.8% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,019 | $452K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC trimmed | 9,053 | $297K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Elite Wealth Management, Inc. new | 8,469 | $278K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.