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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lido Advisors, LLC added | 70,691,925 | $1.4B | 38.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 10,310,732 | $202M | 5.6% | 2026-Q1 |
| UBS Group AG added | 8,230,609 | $162M | 4.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,284,086 | $143M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 7,170,992 | $141M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,036,134 | $118M | 3.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 5,588,500 | $110M | 3.0% | 2026-Q1 |
| Invesco Ltd. added | 3,635,789 | $71M | 2.0% | 2026-Q1 |
| MAI Capital Management added | 3,055,562 | $60M | 1.7% | 2026-Q1 |
| Hills Bank & Trust Co added | 2,649,128 | $52M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,390,339 | $47M | 1.3% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 2,202,366 | $43M | 1.2% | 2026-Q1 |
| SNS Financial Group, LLC added | 1,914,503 | $38M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,808,289 | $35M | 1.0% | 2026-Q1 |
| DAVIS R M INC added | 1,725,794 | $34M | 0.9% | 2026-Q1 |
| Brookstone Capital Management added | 1,512,678 | $30M | 0.8% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 1,370,872 | $27M | 0.7% | 2026-Q1 |
| TLWM added | 1,315,656 | $26M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,311,492 | $26M | 0.7% | 2026-Q1 |
| Anchor Investment Management, LLC added | 1,229,743 | $24M | 0.7% | 2026-Q1 |
| Clark Asset Management, LLC added | 1,188,847 | $23M | 0.6% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 1,185,495 | $23M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,180,122 | $23M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,149,254 | $23M | 0.6% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,124,927 | $22M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,065,599 | $21M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,065,504 | $21M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 999,758 | $20M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 942,629 | $18M | 0.5% | 2026-Q1 |
| Legacy Financial Group LLC added | 926,547 | $18M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 850,379 | $17M | 0.5% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 842,024 | $17M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 838,926 | $16M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 803,989 | $16M | 0.4% | 2026-Q1 |
| OLD SECOND NATIONAL BANK OF AURORA added | 796,038 | $16M | 0.4% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ added | 772,551 | $15M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 677,778 | $13M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 658,730 | $13M | 0.4% | 2026-Q1 |
| Goepper Burkhardt LLC added | 640,877 | $13M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 600,970 | $12M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 591,655 | $12M | 0.3% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 564,899 | $11M | 0.3% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 550,755 | $11M | 0.3% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 547,416 | $11M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 542,892 | $11M | 0.3% | 2026-Q1 |
| Straight Path Wealth Management added | 541,776 | $11M | 0.3% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 536,210 | $11M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 534,314 | $10M | 0.3% | 2026-Q1 |
| Red Spruce Capital, LLC added | 522,187 | $10M | 0.3% | 2026-Q1 |
| CHATHAM CAPITAL GROUP, INC. added | 518,415 | $10M | 0.3% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 516,473 | $10M | 0.3% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 512,067 | $10M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 504,406 | $10M | 0.3% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 499,426 | $10M | 0.3% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 478,564 | $9M | 0.3% | 2026-Q1 |
| Legacy Private Trust Co. added | 475,122 | $9M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 457,033 | $9M | 0.2% | 2026-Q1 |
| Sound Stewardship, LLC added | 431,939 | $8M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 420,016 | $8M | 0.2% | 2026-Q1 |
| Colonial Trust Advisors added | 416,101 | $8M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 415,493 | $8M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 396,927 | $8M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 394,234 | $8M | 0.2% | 2026-Q1 |
| BCS Wealth Management trimmed | 390,815 | $8M | 0.2% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC added | 380,685 | $7M | 0.2% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 378,608 | $7M | 0.2% | 2026-Q1 |
| Genesis Wealth Advisors, LLC added | 372,338 | $7M | 0.2% | 2026-Q1 |
| FCA CORP /TX added | 349,037 | $7M | 0.2% | 2026-Q1 |
| Cornerstone Planning, LLC trimmed | 343,563 | $7M | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 343,489 | $7M | 0.2% | 2026-Q1 |
| ProVise Management Group, LLC added | 343,054 | $7M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 339,985 | $7M | 0.2% | 2026-Q1 |
| Gryphon Financial Partners LLC | 331,295 | $7M | 0.2% | 2026-Q1 |
| River Street Advisors LLC added | 316,086 | $6M | 0.2% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 311,024 | $6M | 0.2% | 2026-Q1 |
| SFE Investment Counsel added | 311,240 | $6M | 0.2% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 299,053 | $6M | 0.2% | 2026-Q1 |
| CVFG LLC new | 296,316 | $6M | 0.2% | 2026-Q1 |
| MORTON COMMUNITY BANK added | 296,000 | $6M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 292,908 | $6M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 288,096 | $6M | 0.2% | 2026-Q1 |
| Farnam Financial LLC added | 286,165 | $6M | 0.2% | 2026-Q1 |
| Paradiem, LLC added | 283,777 | $6M | 0.2% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 281,205 | $6M | 0.2% | 2026-Q1 |
| Souders Financial Advisors added | 276,660 | $5M | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 275,122 | $5M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 267,747 | $5M | 0.1% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 265,173 | $5M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 262,980 | $5M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 255,117 | $5M | 0.1% | 2026-Q1 |
| NorthAvenue LLC added | 253,094 | $5M | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC trimmed | 243,953 | $5M | 0.1% | 2026-Q1 |
| &PARTNERS added | 239,136 | $5M | 0.1% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC added | 1,005,908 | $20M | 0.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 726,534 | $14M | 0.4% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 432,241 | $9M | 0.2% | 2025-Q2 stale |
| Carmel Capital Partners, LLC added | 301,243 | $6M | 0.2% | 2025-Q2 stale |
| Motley Fool Wealth Management, LLC trimmed | 276,344 | $5M | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 251,093 | $5M | 0.1% | 2025-Q2 stale |
| McCarthy & Cox trimmed | 250,047 | $5M | 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.