Who owns BSCR
Which tracked institutional funds hold BSCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
74 tracked funds added or opened BSCR while 63 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
BSCR’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 3.9% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSCR 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 386 tracked filers holding BSCR, 209 increased or opened the position and 168 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 BSCR 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 10
- Arax Advisory Partners$16M
- NewEdge Advisors, LLC$14M
- WLTH Capital Management, LLC$13M
- Matthew Goff Investment Advisor, LLC$8M
- Odyssey Group, LLC$6M
- J.W. COLE ADVISORS, INC.$3M
Full exits 25
- Anchor Investment Management, LLC$24M
- Cambridge Investment Research Advisors, Inc.$23M
- Thrivent Financial for Lutherans$22M
- Independent Advisor Alliance$16M
- Focus Partners Wealth$13M
- Janney Montgomery Scott LLC$13M
Largest adds
- Kestra Advisory Services, LLC$18M
- Bluespring Wealth Management, LLC$15M
- MML INVESTORS SERVICES, LLC$7M
- Invesco Ltd.$7M
- LPL Financial LLC$6M
- OSAIC HOLDINGS, INC.$6M
Largest trims
- Lido Advisors, LLC$323M
- Hills Bank & Trust Co$25M
- UBS Group AG$11M
- Legacy Financial Group LLC$7M
- Souders Financial Advisors$5M
- CAPTRUST FINANCIAL ADVISORS$4M
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 | 54,893,698 | $1.1B | 32.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,263,779 | $201M | 6.2% | 2026-Q2 |
| UBS Group AG trimmed | 7,688,698 | $151M | 4.6% | 2026-Q2 |
| LPL Financial LLC added | 7,504,308 | $147M | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 7,083,981 | $139M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,235,176 | $122M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,750,292 | $113M | 3.5% | 2026-Q2 |
| Invesco Ltd. added | 4,001,961 | $78M | 2.4% | 2026-Q2 |
| MAI Capital Management added | 3,152,593 | $62M | 1.9% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 2,704,348 | $53M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,619,846 | $51M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,188,800 | $43M | 1.3% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 2,165,477 | $42M | 1.3% | 2026-Q2 |
| DAVIS R M INC added | 1,794,655 | $35M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,603,181 | $31M | 1.0% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,465,168 | $29M | 0.9% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,430,128 | $28M | 0.9% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 1,416,854 | $28M | 0.9% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 1,390,074 | $27M | 0.8% | 2026-Q2 |
| TLWM added | 1,348,131 | $26M | 0.8% | 2026-Q2 |
| Clark Asset Management, LLC added | 1,307,608 | $26M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,209,315 | $24M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,207,482 | $24M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,181,763 | $23M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,180,862 | $23M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,167,849 | $23M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 1,093,397 | $21M | 0.7% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 881,984 | $17M | 0.5% | 2026-Q2 |
| Asset Dedication, LLC added | 852,276 | $17M | 0.5% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 828,687 | $16M | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 816,899 | $16M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 783,227 | $15M | 0.5% | 2026-Q2 |
| OLD SECOND NATIONAL BANK OF AURORA trimmed | 771,905 | $15M | 0.5% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 755,049 | $15M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 699,006 | $14M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 689,176 | $14M | 0.4% | 2026-Q2 |
| Goepper Burkhardt LLC added | 673,502 | $13M | 0.4% | 2026-Q2 |
| WLTH Capital Management, LLC new | 652,354 | $13M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 611,334 | $12M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 602,549 | $12M | 0.4% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 570,678 | $11M | 0.3% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 567,953 | $11M | 0.3% | 2026-Q2 |
| AA Financial Advisors, LLC added | 566,702 | $11M | 0.3% | 2026-Q2 |
| Straight Path Wealth Management added | 556,563 | $11M | 0.3% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC added | 549,634 | $11M | 0.3% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 548,206 | $11M | 0.3% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 544,302 | $11M | 0.3% | 2026-Q2 |
| Legacy Private Trust Co. added | 521,529 | $10M | 0.3% | 2026-Q2 |
| Red Spruce Capital, LLC trimmed | 519,461 | $10M | 0.3% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. trimmed | 511,915 | $10M | 0.3% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 511,901 | $10M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 510,976 | $10M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 507,092 | $10M | 0.3% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 502,646 | $10M | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC added | 482,539 | $9M | 0.3% | 2026-Q2 |
| Sound Stewardship, LLC added | 445,738 | $9M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 425,554 | $8M | 0.3% | 2026-Q2 |
| Colonial Trust Advisors added | 420,248 | $8M | 0.3% | 2026-Q2 |
| Lantz Financial LLC added | 413,793 | $8M | 0.2% | 2026-Q2 |
| BCS Wealth Management added | 408,983 | $8M | 0.2% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 394,650 | $8M | 0.2% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC added | 393,829 | $8M | 0.2% | 2026-Q2 |
| Genesis Wealth Advisors, LLC added | 392,529 | $8M | 0.2% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC added | 385,428 | $8M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 374,352 | $7M | 0.2% | 2026-Q2 |
| ProVise Management Group, LLC added | 373,259 | $7M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 361,348 | $7M | 0.2% | 2026-Q2 |
| FCA CORP /TX added | 354,985 | $7M | 0.2% | 2026-Q2 |
| Cornerstone Planning, LLC added | 352,681 | $7M | 0.2% | 2026-Q2 |
| River Street Advisors LLC added | 342,564 | $7M | 0.2% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 338,675 | $7M | 0.2% | 2026-Q2 |
| SFE Investment Counsel added | 337,330 | $7M | 0.2% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 333,096 | $7M | 0.2% | 2026-Q2 |
| CVFG LLC added | 324,030 | $6M | 0.2% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 317,124 | $6M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 315,330 | $6M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 312,670 | $6M | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 311,668 | $6M | 0.2% | 2026-Q2 |
| Farnam Financial LLC added | 310,140 | $6M | 0.2% | 2026-Q2 |
| Odyssey Group, LLC new | 304,556 | $6M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 302,354 | $6M | 0.2% | 2026-Q2 |
| MORTON COMMUNITY BANK added | 301,089 | $6M | 0.2% | 2026-Q2 |
| Gryphon Financial Partners LLC trimmed | 293,633 | $6M | 0.2% | 2026-Q2 |
| Paradiem, LLC added | 287,063 | $6M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 273,413 | $5M | 0.2% | 2026-Q2 |
| NorthAvenue LLC added | 263,095 | $5M | 0.2% | 2026-Q2 |
| &PARTNERS added | 255,014 | $5M | 0.2% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 252,337 | $5M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 246,626 | $5M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 238,572 | $5M | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 232,293 | $5M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 230,969 | $5M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 229,738 | $5M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 228,533 | $4M | 0.1% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 224,776 | $4M | 0.1% | 2026-Q2 |
| Ellevest, Inc. trimmed | 223,740 | $4M | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 219,463 | $4M | 0.1% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 216,750 | $4M | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 213,101 | $4M | 0.1% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 202,489 | $4M | 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.