Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
47 tracked funds added or opened BSCQ while 96 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 3.4% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 3.0pp 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 2026-Q1 and 2026-Q2, across 381 tracked filers holding BSCQ, 148 increased or opened the position and 221 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 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 9
- Arax Advisory Partners$16M
- NewEdge Advisors, LLC$13M
- Matthew Goff Investment Advisor, LLC$9M
- J.W. COLE ADVISORS, INC.$3M
- Diversify Advisory Services, LLC$2M
- Bank of New York Mellon Corp$790K
Full exits 29
- Thrivent Financial for Lutherans$17M
- Cambridge Investment Research Advisors, Inc.$11M
- Independent Advisor Alliance$10M
- Red Spruce Capital, LLC$8M
- HighTower Advisors, LLC$8M
- WLTH Capital Management, LLC$7M
Largest adds
- St. Louis Financial Planners Asset Management, LLC$39M
- MML INVESTORS SERVICES, LLC$9M
- Invesco Ltd.$7M
- Kestra Advisory Services, LLC$6M
- Cetera Investment Advisers$4M
- Baird Financial Group, Inc.$4M
Largest trims
- Lido Advisors, LLC$107M
- Hills Bank & Trust Co$28M
- UBS Group AG$24M
- AMERIPRISE FINANCIAL INC$21M
- WELLS FARGO & COMPANY/MN$19M
- Focus Partners Wealth$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 48,086,592 | $939M | 34.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 7,448,624 | $145M | 5.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,931,128 | $116M | 4.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,778,792 | $113M | 4.2% | 2026-Q2 |
| Invesco Ltd. added | 4,023,401 | $79M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,816,240 | $75M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,059,524 | $60M | 2.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,884,828 | $56M | 2.1% | 2026-Q2 |
| St. Louis Financial Planners Asset Management, LLC added | 2,683,625 | $52M | 1.9% | 2026-Q2 |
| MAI Capital Management trimmed | 2,383,193 | $47M | 1.7% | 2026-Q2 |
| Fusion Family Wealth, LLC added | 2,356,940 | $46M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,858,451 | $36M | 1.3% | 2026-Q2 |
| TLWM added | 1,734,607 | $34M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,662,989 | $32M | 1.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 1,611,771 | $31M | 1.2% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 1,499,770 | $29M | 1.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,446,072 | $28M | 1.0% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,431,523 | $28M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,427,994 | $28M | 1.0% | 2026-Q2 |
| Hudson Capital Management LLC added | 1,326,191 | $26M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,324,380 | $26M | 1.0% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 1,313,287 | $26M | 0.9% | 2026-Q2 |
| Clark Asset Management, LLC added | 1,172,878 | $23M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,115,959 | $22M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,028,763 | $20M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,013,481 | $20M | 0.7% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 985,723 | $19M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 943,686 | $18M | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 807,564 | $16M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 776,783 | $15M | 0.6% | 2026-Q2 |
| IFS Advisors, LLC added | 766,729 | $15M | 0.6% | 2026-Q2 |
| DAVIS R M INC trimmed | 746,432 | $15M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 692,406 | $14M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 651,173 | $13M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 644,800 | $13M | 0.5% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 606,633 | $12M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 598,395 | $12M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 596,792 | $12M | 0.4% | 2026-Q2 |
| Goepper Burkhardt LLC trimmed | 570,339 | $11M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 558,024 | $11M | 0.4% | 2026-Q2 |
| CVFG LLC added | 531,249 | $10M | 0.4% | 2026-Q2 |
| BCS Wealth Management trimmed | 529,635 | $10M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 513,432 | $10M | 0.4% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 503,498 | $10M | 0.4% | 2026-Q2 |
| Straight Path Wealth Management added | 501,253 | $10M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 493,966 | $10M | 0.4% | 2026-Q2 |
| EVEXIA WEALTH LLC added | 492,437 | $10M | 0.4% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 488,624 | $10M | 0.4% | 2026-Q2 |
| Lantz Financial LLC added | 488,002 | $10M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 487,530 | $10M | 0.4% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC added | 476,260 | $9M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 442,965 | $9M | 0.3% | 2026-Q2 |
| Sound Stewardship, LLC added | 432,397 | $8M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 426,163 | $8M | 0.3% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 405,598 | $8M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 405,377 | $8M | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 403,209 | $8M | 0.3% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 399,441 | $8M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 391,001 | $8M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 384,369 | $8M | 0.3% | 2026-Q2 |
| J. Team Financial, Inc. added | 382,119 | $7M | 0.3% | 2026-Q2 |
| Cornerstone Planning, LLC added | 363,171 | $7M | 0.3% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 356,227 | $7M | 0.3% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 356,219 | $7M | 0.3% | 2026-Q2 |
| AA Financial Advisors, LLC added | 322,367 | $6M | 0.2% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 320,002 | $6M | 0.2% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC trimmed | 317,739 | $6M | 0.2% | 2026-Q2 |
| TFR Capital, LLC. trimmed | 307,321 | $6M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 304,444 | $6M | 0.2% | 2026-Q2 |
| Carroll Advisory Group, LLC trimmed | 303,898 | $6M | 0.2% | 2026-Q2 |
| Farnam Financial LLC added | 302,300 | $6M | 0.2% | 2026-Q2 |
| Colonial Trust Advisors trimmed | 300,155 | $6M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 289,316 | $6M | 0.2% | 2026-Q2 |
| Paradiem, LLC added | 283,101 | $6M | 0.2% | 2026-Q2 |
| Ironwood Wealth Management, LLC. trimmed | 267,436 | $5M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 262,298 | $5M | 0.2% | 2026-Q2 |
| &PARTNERS added | 250,802 | $5M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 249,974 | $5M | 0.2% | 2026-Q2 |
| NorthAvenue LLC added | 249,634 | $5M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 242,409 | $5M | 0.2% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 239,834 | $5M | 0.2% | 2026-Q2 |
| Livet Wealth, LLC added | 238,141 | $5M | 0.2% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 222,355 | $4M | 0.2% | 2026-Q2 |
| Ellevest, Inc. trimmed | 211,954 | $4M | 0.2% | 2026-Q2 |
| Ark Wealth Advisors LLC trimmed | 208,575 | $4M | 0.2% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 204,144 | $4M | 0.1% | 2026-Q2 |
| Tenon Financial LLC added | 200,257 | $4M | 0.1% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 200,070 | $4M | 0.1% | 2026-Q2 |
| WEBSTER BANK, N. A. trimmed | 198,836 | $4M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 189,873 | $4M | 0.1% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. added | 186,119 | $4M | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 183,258 | $4M | 0.1% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 181,138 | $4M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 175,391 | $3M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 173,869 | $3M | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 173,539 | $3M | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 170,857 | $3M | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 166,080 | $3M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 165,225 | $3M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 165,212 | $3M | 0.1% | 2026-Q2 |
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.