Who owns BSCQ (BSCQ)
Which tracked institutional funds hold BSCQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCQ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
71 tracked funds added or opened BSCQ while 85 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
BSCQ’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSCQ 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 403 tracked filers holding BSCQ, 188 increased or opened the position and 203 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 BSCQ 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 11
- CVFG LLC$10M
- Independent Advisor Alliance$10M
- DIVERSIFY WEALTH MANAGEMENT, LLC$3M
- CITADEL ADVISORS LLC$3M
- MISSION WEALTH MANAGEMENT, LP$2M
- BANK OF MONTREAL /CAN/$2M
Full exits 19
- NewEdge Advisors, LLC$15M
- Matthew Goff Investment Advisor, LLC$9M
- 49 WEALTH MANAGEMENT, LLC$5M
- AMJ Financial Wealth Management$5M
- Coastline Complete Wealth LLC$4M
- ROVIN CAPITAL /UT/ /ADV$4M
Largest adds
- Focus Partners Wealth$16M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- LPL Financial LLC$4M
- Invesco Ltd.$4M
- Paradiem, LLC$3M
- Fusion Family Wealth, LLC$3M
Largest trims
- UBS Group AG$88M
- Lido Advisors, LLC$80M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$60M
- MORGAN STANLEY$28M
- BANK OF AMERICA CORP /DE/$24M
- RAYMOND JAMES FINANCIAL INC$22M
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 |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 53,572,236 | $1.0B | 35.1% | 2026-Q1 |
| LPL Financial LLC added | 7,850,659 | $153M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,914,119 | $135M | 4.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,958,065 | $116M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,116,285 | $80M | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 3,668,990 | $72M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,547,599 | $69M | 2.3% | 2026-Q1 |
| Hills Bank & Trust Co added | 2,922,854 | $57M | 1.9% | 2026-Q1 |
| UBS Group AG trimmed | 2,655,680 | $52M | 1.7% | 2026-Q1 |
| MAI Capital Management trimmed | 2,613,791 | $51M | 1.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,423,681 | $47M | 1.6% | 2026-Q1 |
| Fusion Family Wealth, LLC added | 2,326,205 | $45M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,122,697 | $41M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,834,898 | $36M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,715,826 | $34M | 1.1% | 2026-Q1 |
| TLWM added | 1,702,736 | $33M | 1.1% | 2026-Q1 |
| Brookstone Capital Management added | 1,531,734 | $30M | 1.0% | 2026-Q1 |
| SNS Financial Group, LLC trimmed | 1,502,593 | $29M | 1.0% | 2026-Q1 |
| Focus Partners Wealth added | 1,458,574 | $28M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,375,702 | $27M | 0.9% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 1,359,289 | $27M | 0.9% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 1,358,845 | $27M | 0.9% | 2026-Q1 |
| Hudson Capital Management LLC added | 1,313,892 | $26M | 0.9% | 2026-Q1 |
| Ironwood Wealth Management, LLC. added | 1,063,868 | $21M | 0.7% | 2026-Q1 |
| Clark Asset Management, LLC added | 1,051,975 | $21M | 0.7% | 2026-Q1 |
| DAVIS R M INC trimmed | 1,040,832 | $20M | 0.7% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 1,022,143 | $20M | 0.7% | 2026-Q1 |
| SHUFRO ROSE & CO LLC trimmed | 1,021,513 | $20M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 907,602 | $18M | 0.6% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 877,413 | $17M | 0.6% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 771,743 | $15M | 0.5% | 2026-Q1 |
| IFS Advisors, LLC added | 759,178 | $15M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 716,112 | $14M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 711,405 | $14M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 707,308 | $14M | 0.5% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 700,055 | $14M | 0.5% | 2026-Q1 |
| St. Louis Financial Planners Asset Management, LLC added | 699,745 | $14M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 693,481 | $14M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 633,761 | $12M | 0.4% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 619,032 | $12M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 612,918 | $12M | 0.4% | 2026-Q1 |
| Goepper Burkhardt LLC added | 612,857 | $12M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 603,532 | $12M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 572,817 | $11M | 0.4% | 2026-Q1 |
| BCS Wealth Management trimmed | 532,800 | $10M | 0.3% | 2026-Q1 |
| CVFG LLC new | 521,129 | $10M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 498,192 | $10M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 493,875 | $10M | 0.3% | 2026-Q1 |
| Straight Path Wealth Management trimmed | 482,655 | $9M | 0.3% | 2026-Q1 |
| Lantz Financial LLC added | 474,538 | $9M | 0.3% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 468,843 | $9M | 0.3% | 2026-Q1 |
| EVEXIA WEALTH LLC added | 446,410 | $9M | 0.3% | 2026-Q1 |
| Sound Stewardship, LLC added | 431,176 | $8M | 0.3% | 2026-Q1 |
| Red Spruce Capital, LLC trimmed | 425,612 | $8M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 423,872 | $8M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 421,652 | $8M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 417,575 | $8M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 417,495 | $8M | 0.3% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 385,203 | $8M | 0.3% | 2026-Q1 |
| FCA CORP /TX trimmed | 384,376 | $8M | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 375,534 | $7M | 0.2% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 364,152 | $7M | 0.2% | 2026-Q1 |
| WLTH Capital Management, LLC trimmed | 363,646 | $7M | 0.2% | 2026-Q1 |
| J. Team Financial, Inc. added | 362,289 | $7M | 0.2% | 2026-Q1 |
| Cornerstone Planning, LLC trimmed | 359,514 | $7M | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 354,908 | $7M | 0.2% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC added | 352,881 | $7M | 0.2% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 348,410 | $7M | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 337,543 | $7M | 0.2% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 330,526 | $6M | 0.2% | 2026-Q1 |
| Colonial Trust Advisors added | 327,855 | $6M | 0.2% | 2026-Q1 |
| TFR Capital, LLC. added | 319,873 | $6M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC added | 309,381 | $6M | 0.2% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 308,699 | $6M | 0.2% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 302,569 | $6M | 0.2% | 2026-Q1 |
| Farnam Financial LLC added | 289,886 | $6M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 289,707 | $6M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 284,807 | $6M | 0.2% | 2026-Q1 |
| Paradiem, LLC added | 282,597 | $6M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 279,907 | $5M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 276,986 | $5M | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. added | 276,773 | $5M | 0.2% | 2026-Q1 |
| Souders Financial Advisors added | 276,045 | $5M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 266,934 | $5M | 0.2% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS trimmed | 255,488 | $5M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 252,927 | $5M | 0.2% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL trimmed | 252,668 | $5M | 0.2% | 2026-Q1 |
| Ark Wealth Advisors LLC trimmed | 251,445 | $5M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 250,363 | $5M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 760,571 | $15M | 0.5% | 2025-Q4 stale |
| Duncan Williams Asset Management, LLC new | 586,843 | $11M | 0.4% | 2025-Q2 stale |
| COOKSON PEIRCE & CO INC added | 533,667 | $10M | 0.3% | 2025-Q3 stale |
| Matthew Goff Investment Advisor, LLC added | 461,925 | $9M | 0.3% | 2025-Q4 stale |
| Motley Fool Wealth Management, LLC trimmed | 413,495 | $8M | 0.3% | 2025-Q1 stale |
| Carmel Capital Partners, LLC added | 300,704 | $6M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 287,491 | $6M | 0.2% | 2025-Q2 stale |
| 49 WEALTH MANAGEMENT, LLC trimmed | 278,970 | $5M | 0.2% | 2025-Q4 stale |
| Kaye Capital Management added | 261,323 | $5M | 0.2% | 2025-Q2 stale |
| AMJ Financial Wealth Management trimmed | 258,258 | $5M | 0.2% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 252,749 | $5M | 0.2% | 2025-Q2 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.