Who owns BCX
Which tracked institutional funds hold BCX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
20 tracked funds added or opened BCX while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
BCX’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 gap the other way — the median holder sizes BCX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BCX 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 2025-Q4 and 2026-Q1, across 134 tracked filers holding BCX, 62 increased or opened the position and 59 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 BCX between the 2025-Q4 and 2026-Q1 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 3
- TTP Investments, Inc.$6M
- Thomas J. Herzfeld Advisors, Inc.$3M
- WOLVERINE ASSET MANAGEMENT LLC$2M
Full exits 2
- RIVERNORTH CAPITAL MANAGEMENT, LLC$7M
- TrueMark Investments, LLC$1M
Largest adds
- LAZARD ASSET MANAGEMENT LLC$3M
- WELLS FARGO & COMPANY/MN$3M
- OPPENHEIMER & CO INC$2M
- 180 WEALTH ADVISORS, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Steward Partners Investment Advisory, LLC$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$3M
- Allspring Global Investments Holdings, LLC$3M
- Invesco Ltd.$790K
- NewEdge Advisors, LLC$520K
- UBS Group AG$274K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 3,956,642 | $48M | 15.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,755,015 | $45M | 14.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 2,943,798 | $35M | 11.5% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 1,080,074 | $13M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 795,204 | $10M | 3.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 790,271 | $10M | 3.1% | 2026-Q1 |
| LPL Financial LLC added | 760,939 | $9M | 3.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 752,608 | $9M | 2.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 739,951 | $9M | 2.9% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 661,046 | $8M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 517,765 | $6M | 2.0% | 2026-Q1 |
| TTP Investments, Inc. new | 487,460 | $6M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 460,069 | $6M | 1.8% | 2026-Q1 |
| Intellectus Partners, LLC trimmed | 323,238 | $4M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 309,532 | $4M | 1.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 284,489 | $3M | 1.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 229,355 | $3M | 0.9% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 216,752 | $3M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 213,401 | $3M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 209,517 | $3M | 0.8% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 205,083 | $2M | 0.8% | 2026-Q1 |
| Canal Insurance CO | 204,174 | $2M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 143,666 | $2M | 0.6% | 2026-Q1 |
| Creative Planning added | 129,119 | $2M | 0.5% | 2026-Q1 |
| 44 WEALTH MANAGEMENT LLC trimmed | 120,337 | $1M | 0.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 113,132 | $1M | 0.4% | 2026-Q1 |
| INGALLS & SNYDER LLC added | 105,850 | $1M | 0.4% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 95,588 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 83,934 | $1M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 81,312 | $994K | 0.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 77,052 | $928K | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC added | 68,160 | $821K | 0.3% | 2026-Q1 |
| RB Capital Management, LLC added | 67,533 | $814K | 0.3% | 2026-Q1 |
| Mariner, LLC added | 63,434 | $763K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 61,269 | $738K | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 61,087 | $736K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 58,246 | $702K | 0.2% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 57,062 | $688K | 0.2% | 2026-Q1 |
| Stolper Co trimmed | 18,786 | $683K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 52,878 | $646K | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 49,536 | $597K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 48,454 | $584K | 0.2% | 2026-Q1 |
| Abel Hall, LLC | 48,000 | $578K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 47,939 | $578K | 0.2% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 46,738 | $563K | 0.2% | 2026-Q1 |
| Triumph Capital Management trimmed | 44,811 | $540K | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 40,683 | $490K | 0.2% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 40,263 | $485K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 39,276 | $473K | 0.2% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 35,538 | $428K | 0.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 33,773 | $407K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,509 | $404K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 33,047 | $398K | 0.1% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 32,797 | $395K | 0.1% | 2026-Q1 |
| &PARTNERS added | 31,733 | $382K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 30,201 | $364K | 0.1% | 2026-Q1 |
| Investment Partners Asset Management, Inc. trimmed | 29,738 | $358K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 26,997 | $325K | 0.1% | 2026-Q1 |
| DECISION INVESTMENTS, INC trimmed | 26,126 | $315K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 25,802 | $311K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 25,271 | $305K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 24,008 | $289K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 23,674 | $285K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 22,421 | $270K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 22,360 | $269K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 21,732 | $262K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 21,681 | $261K | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI | 20,989 | $253K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,441 | $251K | 0.1% | 2026-Q1 |
| Leisure Capital Management | 20,000 | $241K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 18,516 | $223K | 0.1% | 2026-Q1 |
| CWM, LLC added | 18,256 | $220K | 0.1% | 2026-Q1 |
| M&T Bank Corp new | 18,000 | $217K | 0.1% | 2026-Q1 |
| Alessandra Capital Management, LLC added | 17,200 | $207K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 16,467 | $198K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. | 16,169 | $195K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 15,551 | $187K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 14,900 | $180K | 0.1% | 2026-Q1 |
| Creekside Partners added | 14,882 | $179K | 0.1% | 2026-Q1 |
| San Luis Wealth Advisors LLC | 14,293 | $172K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 14,122 | $170K | 0.1% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 1,260,680 | $13M | 4.1% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 618,455 | $7M | 2.2% | 2025-Q4 stale |
| Penserra Capital Management LLC added | 582,596 | $6M | 1.8% | 2025-Q2 stale |
| SIT INVESTMENT ASSOCIATES INC trimmed | 528,897 | $5M | 1.7% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP | 147,166 | $1M | 0.5% | 2025-Q3 stale |
| TrueMark Investments, LLC added | 129,755 | $1M | 0.5% | 2025-Q4 stale |
| Financial Advocates Investment Management | 55,193 | $515K | 0.2% | 2025-Q1 stale |
| Independent Wealth Network Inc. added | 43,735 | $480K | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 39,361 | $432K | 0.1% | 2025-Q4 stale |
| Calamos Advisors LLC added | 37,243 | $347K | 0.1% | 2025-Q1 stale |
| Tyler-Stone Wealth Management added | 33,944 | $321K | 0.1% | 2025-Q2 stale |
| MARATHON CAPITAL MANAGEMENT trimmed | 33,408 | $312K | 0.1% | 2025-Q1 stale |
| AQR Arbitrage LLC trimmed | 31,188 | $291K | 0.1% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 29,635 | $280K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 22,174 | $243K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 24,252 | $229K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 19,913 | $219K | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC added | 20,648 | $210K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,310 | $186K | 0.1% | 2025-Q3 stale |
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.