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Institutional Ownership · SEC Form 13F

Who owns BSCR (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

398
Institutional holders
196,937,894
Shares held (tracked funds)

How the tape is positioned

95 tracked funds added or opened BSCR while 34 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

BSCR’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 5.5% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 4.9pp 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 2025-Q4 and 2026-Q1, across 398 tracked filers holding BSCR, 243 increased or opened the position and 122 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 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 12

  • Independent Advisor Alliance$16M
  • CVFG LLC$6M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
  • CITADEL ADVISORS LLC$4M
  • MISSION WEALTH MANAGEMENT, LP$2M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$2M

Full exits 8

  • 49 WEALTH MANAGEMENT, LLC$20M
  • NewEdge Advisors, LLC$14M
  • J.W. COLE ADVISORS, INC.$3M
  • OLD MISSION CAPITAL LLC$2M
  • Diversify Advisory Services, LLC$2M
  • Keel Point, LLC$1M

Largest adds

  • Lido Advisors, LLC$83M
  • UBS Group AG$78M
  • RAYMOND JAMES FINANCIAL INC$34M
  • ROYAL BANK OF CANADA$11M
  • BANK OF AMERICA CORP /DE/$11M
  • LPL Financial LLC$8M

Largest trims

  • Thrivent Financial for Lutherans$9M
  • BCS Wealth Management$8M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
  • HUB Investment Partners, LLC$4M
  • Avior Wealth Management, LLC$4M
  • MORGAN STANLEY$3M

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).

FundSharesReported value% of valueQuarter
Lido Advisors, LLC added70,691,925$1.4B38.7%2026-Q1
MORGAN STANLEY trimmed10,310,732$202M5.6%2026-Q1
UBS Group AG added8,230,609$162M4.5%2026-Q1
WELLS FARGO & COMPANY/MN added7,284,086$143M4.0%2026-Q1
LPL Financial LLC added7,170,992$141M3.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added6,036,134$118M3.3%2026-Q1
BANK OF AMERICA CORP /DE/ added5,588,500$110M3.0%2026-Q1
Invesco Ltd. added3,635,789$71M2.0%2026-Q1
MAI Capital Management added3,055,562$60M1.7%2026-Q1
Hills Bank & Trust Co added2,649,128$52M1.4%2026-Q1
ROYAL BANK OF CANADA added2,390,339$47M1.3%2026-Q1
Avior Wealth Management, LLC trimmed2,202,366$43M1.2%2026-Q1
SNS Financial Group, LLC added1,914,503$38M1.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,808,289$35M1.0%2026-Q1
DAVIS R M INC added1,725,794$34M0.9%2026-Q1
Brookstone Capital Management added1,512,678$30M0.8%2026-Q1
MONECO ADVISORS, LLC added1,370,872$27M0.7%2026-Q1
TLWM added1,315,656$26M0.7%2026-Q1
OSAIC HOLDINGS, INC. added1,311,492$26M0.7%2026-Q1
Anchor Investment Management, LLC added1,229,743$24M0.7%2026-Q1
Clark Asset Management, LLC added1,188,847$23M0.6%2026-Q1
Atlantic Union Bankshares Corp added1,185,495$23M0.6%2026-Q1
STIFEL FINANCIAL CORP added1,180,122$23M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added1,149,254$23M0.6%2026-Q1
Thrivent Financial for Lutherans trimmed1,124,927$22M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,065,599$21M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,065,504$21M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added999,758$20M0.5%2026-Q1
Baird Financial Group, Inc. trimmed942,629$18M0.5%2026-Q1
Legacy Financial Group LLC added926,547$18M0.5%2026-Q1
Cornerstone Wealth Management, LLC added850,379$17M0.5%2026-Q1
Asset Dedication, LLC trimmed842,024$17M0.5%2026-Q1
Independent Advisor Alliance trimmed838,926$16M0.5%2026-Q1
Cetera Investment Advisers added803,989$16M0.4%2026-Q1
OLD SECOND NATIONAL BANK OF AURORA added796,038$16M0.4%2026-Q1
KIRR MARBACH & CO LLC /IN/ added772,551$15M0.4%2026-Q1
Focus Partners Wealth added677,778$13M0.4%2026-Q1
Janney Montgomery Scott LLC trimmed658,730$13M0.4%2026-Q1
Goepper Burkhardt LLC added640,877$13M0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added600,970$12M0.3%2026-Q1
Sanctuary Advisors, LLC added591,655$12M0.3%2026-Q1
COOKSON PEIRCE & CO INC added564,899$11M0.3%2026-Q1
CENTRAL VALLEY ADVISORS, LLC added550,755$11M0.3%2026-Q1
Ledgewood Wealth Advisors, LLC added547,416$11M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added542,892$11M0.3%2026-Q1
Straight Path Wealth Management added541,776$11M0.3%2026-Q1
AA Financial Advisors, LLC trimmed536,210$11M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added534,314$10M0.3%2026-Q1
Red Spruce Capital, LLC added522,187$10M0.3%2026-Q1
CHATHAM CAPITAL GROUP, INC. added518,415$10M0.3%2026-Q1
Ironwood Financial, llc trimmed516,473$10M0.3%2026-Q1
KICKSTAND VENTURES, LLC. added512,067$10M0.3%2026-Q1
TRUIST FINANCIAL CORP added504,406$10M0.3%2026-Q1
VAUGHAN DAVID INVESTMENTS LLC/IL added499,426$10M0.3%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC added478,564$9M0.3%2026-Q1
Legacy Private Trust Co. added475,122$9M0.3%2026-Q1
Clearstead Advisors, LLC trimmed457,033$9M0.2%2026-Q1
Sound Stewardship, LLC added431,939$8M0.2%2026-Q1
HUB Investment Partners, LLC trimmed420,016$8M0.2%2026-Q1
Colonial Trust Advisors added416,101$8M0.2%2026-Q1
HighTower Advisors, LLC added415,493$8M0.2%2026-Q1
MGO ONE SEVEN LLC added396,927$8M0.2%2026-Q1
Lantz Financial LLC added394,234$8M0.2%2026-Q1
BCS Wealth Management trimmed390,815$8M0.2%2026-Q1
Meriwether Wealth & Planning, LLC added380,685$7M0.2%2026-Q1
Marietta Wealth Management, LLC added378,608$7M0.2%2026-Q1
Genesis Wealth Advisors, LLC added372,338$7M0.2%2026-Q1
FCA CORP /TX added349,037$7M0.2%2026-Q1
Cornerstone Planning, LLC trimmed343,563$7M0.2%2026-Q1
Carnegie Investment Counsel added343,489$7M0.2%2026-Q1
ProVise Management Group, LLC added343,054$7M0.2%2026-Q1
Private Advisor Group, LLC added339,985$7M0.2%2026-Q1
Gryphon Financial Partners LLC331,295$7M0.2%2026-Q1
River Street Advisors LLC added316,086$6M0.2%2026-Q1
Laurel Wealth Advisors LLC added311,024$6M0.2%2026-Q1
SFE Investment Counsel added311,240$6M0.2%2026-Q1
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added299,053$6M0.2%2026-Q1
CVFG LLC new296,316$6M0.2%2026-Q1
MORTON COMMUNITY BANK added296,000$6M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed292,908$6M0.2%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added288,096$6M0.2%2026-Q1
Farnam Financial LLC added286,165$6M0.2%2026-Q1
Paradiem, LLC added283,777$6M0.2%2026-Q1
Carroll Advisory Group, LLC added281,205$6M0.2%2026-Q1
Souders Financial Advisors added276,660$5M0.2%2026-Q1
KINTRA WEALTH, LLC added275,122$5M0.1%2026-Q1
Beacon Pointe Advisors, LLC added267,747$5M0.1%2026-Q1
Coastline Complete Wealth LLC added265,173$5M0.1%2026-Q1
Integrated Wealth Concepts LLC added262,980$5M0.1%2026-Q1
Equitable Holdings, Inc. added255,117$5M0.1%2026-Q1
NorthAvenue LLC added253,094$5M0.1%2026-Q1
Colonial Trust Co / SC trimmed243,953$5M0.1%2026-Q1
&PARTNERS added239,136$5M0.1%2026-Q1
49 WEALTH MANAGEMENT, LLC added1,005,908$20M0.5%2025-Q4 stale
NewEdge Advisors, LLC trimmed726,534$14M0.4%2025-Q4 stale
SUMMIT INVESTMENT ADVISORS, INC. added432,241$9M0.2%2025-Q2 stale
Carmel Capital Partners, LLC added301,243$6M0.2%2025-Q2 stale
Motley Fool Wealth Management, LLC trimmed276,344$5M0.1%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed251,093$5M0.1%2025-Q2 stale
McCarthy & Cox trimmed250,047$5M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership