Who owns BSCS (BSCS)
Which tracked institutional funds hold BSCS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCS 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
The tracked-fund tape on BSCS is one-sided between 2025-Q4 and 2026-Q1: 102 added or opened and 33 trimmed or exited — on balance accumulating.
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
BSCS’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.6pp gap the other way — the median holder sizes BSCS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSCS 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 385 tracked filers holding BSCS, 256 increased or opened the position and 118 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 BSCS 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$11M
- CVFG LLC$9M
- Paradiem, LLC$7M
- CITADEL ADVISORS LLC$4M
- TFR Capital, LLC.$2M
- MISSION WEALTH MANAGEMENT, LP$2M
Full exits 14
- NewEdge Advisors, LLC$13M
- Advisors Capital Management, LLC$12M
- Janney Montgomery Scott LLC$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Orion Porfolio Solutions, LLC$3M
- J.W. COLE ADVISORS, INC.$3M
Largest adds
- UBS Group AG$22M
- BANK OF AMERICA CORP /DE/$15M
- SNS Financial Group, LLC$9M
- KESTRA PRIVATE WEALTH SERVICES, LLC$9M
- ROYAL BANK OF CANADA$8M
- MORGAN STANLEY$8M
Largest trims
- Lido Advisors, LLC$9M
- BCS Wealth Management$7M
- Rothschild Wealth LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- HighPoint Advisor Group LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,091,543 | $186M | 7.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,876,877 | $161M | 6.7% | 2026-Q1 |
| LPL Financial LLC added | 7,652,783 | $156M | 6.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,208,575 | $127M | 5.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 4,921,699 | $101M | 4.2% | 2026-Q1 |
| UBS Group AG added | 4,811,172 | $98M | 4.1% | 2026-Q1 |
| TruWealth Advisors, LLC added | 4,542,994 | $93M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,466,656 | $91M | 3.8% | 2026-Q1 |
| Invesco Ltd. added | 3,482,009 | $71M | 3.0% | 2026-Q1 |
| Clearstead Advisors, LLC added | 3,255,267 | $66M | 2.8% | 2026-Q1 |
| Hills Bank & Trust Co added | 2,480,768 | $51M | 2.1% | 2026-Q1 |
| MAI Capital Management added | 2,309,491 | $47M | 2.0% | 2026-Q1 |
| Fusion Family Wealth, LLC added | 2,247,101 | $46M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,117,083 | $43M | 1.8% | 2026-Q1 |
| SNS Financial Group, LLC added | 1,701,524 | $35M | 1.5% | 2026-Q1 |
| TLWM added | 1,617,351 | $33M | 1.4% | 2026-Q1 |
| Brookstone Capital Management added | 1,424,368 | $29M | 1.2% | 2026-Q1 |
| DAVIS R M INC added | 1,296,772 | $26M | 1.1% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 1,249,969 | $26M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,243,685 | $25M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,199,182 | $24M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,180,573 | $24M | 1.0% | 2026-Q1 |
| Anchor Investment Management, LLC added | 1,153,205 | $24M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,129,262 | $23M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,126,660 | $23M | 1.0% | 2026-Q1 |
| Clark Asset Management, LLC added | 1,110,412 | $23M | 0.9% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 1,028,271 | $21M | 0.9% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 930,658 | $19M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 895,118 | $18M | 0.8% | 2026-Q1 |
| Legacy Financial Group LLC added | 872,980 | $18M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 854,354 | $17M | 0.7% | 2026-Q1 |
| &PARTNERS added | 826,489 | $17M | 0.7% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 821,597 | $17M | 0.7% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 820,301 | $17M | 0.7% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 769,824 | $16M | 0.7% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 718,871 | $15M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 715,278 | $15M | 0.6% | 2026-Q1 |
| GPM Growth Investors, Inc. added | 663,921 | $14M | 0.6% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ added | 644,876 | $13M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 637,763 | $13M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 633,787 | $13M | 0.5% | 2026-Q1 |
| Cornerstone Planning, LLC added | 622,570 | $13M | 0.5% | 2026-Q1 |
| Goepper Burkhardt LLC added | 620,564 | $13M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 593,404 | $12M | 0.5% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 579,298 | $12M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 549,764 | $11M | 0.5% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 541,660 | $11M | 0.5% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 539,699 | $11M | 0.5% | 2026-Q1 |
| Straight Path Wealth Management added | 539,166 | $11M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 526,149 | $11M | 0.4% | 2026-Q1 |
| Ironwood Financial, llc added | 512,659 | $10M | 0.4% | 2026-Q1 |
| First International Bank of Israel Ltd. | 498,000 | $10M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 472,461 | $10M | 0.4% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 467,285 | $10M | 0.4% | 2026-Q1 |
| CVFG LLC new | 453,297 | $9M | 0.4% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 452,227 | $9M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 451,567 | $9M | 0.4% | 2026-Q1 |
| AMJ Financial Wealth Management added | 449,382 | $9M | 0.4% | 2026-Q1 |
| Red Spruce Capital, LLC added | 437,215 | $9M | 0.4% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 435,104 | $9M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 434,858 | $9M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 434,622 | $9M | 0.4% | 2026-Q1 |
| Sound Stewardship, LLC added | 422,927 | $9M | 0.4% | 2026-Q1 |
| HUB Investment Partners, LLC added | 401,001 | $8M | 0.3% | 2026-Q1 |
| Colonial Trust Advisors added | 396,389 | $8M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 391,225 | $8M | 0.3% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 364,079 | $7M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 363,368 | $7M | 0.3% | 2026-Q1 |
| ProVise Management Group, LLC added | 361,436 | $7M | 0.3% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 360,111 | $7M | 0.3% | 2026-Q1 |
| Paradiem, LLC new | 350,608 | $7M | 0.3% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT trimmed | 347,683 | $7M | 0.3% | 2026-Q1 |
| Carnegie Investment Counsel added | 343,290 | $7M | 0.3% | 2026-Q1 |
| SFE Investment Counsel added | 340,798 | $7M | 0.3% | 2026-Q1 |
| OLD SECOND NATIONAL BANK OF AURORA added | 340,216 | $7M | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 333,416 | $7M | 0.3% | 2026-Q1 |
| Decker Wealth Management LLC trimmed | 328,987 | $7M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 326,447 | $7M | 0.3% | 2026-Q1 |
| Parisi Gray Wealth Management added | 324,810 | $7M | 0.3% | 2026-Q1 |
| Carmel Capital Partners, LLC added | 317,898 | $6M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 312,150 | $6M | 0.3% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC trimmed | 306,717 | $6M | 0.3% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 287,200 | $6M | 0.2% | 2026-Q1 |
| MORTON COMMUNITY BANK added | 283,012 | $6M | 0.2% | 2026-Q1 |
| Souders Financial Advisors added | 277,954 | $6M | 0.2% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 276,157 | $6M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 269,076 | $5M | 0.2% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 265,848 | $5M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 262,798 | $5M | 0.2% | 2026-Q1 |
| Farnam Financial LLC added | 259,867 | $5M | 0.2% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 253,230 | $5M | 0.2% | 2026-Q1 |
| Colonial Trust Co / SC trimmed | 243,199 | $5M | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 239,525 | $5M | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. added | 232,673 | $5M | 0.2% | 2026-Q1 |
| Sterling Financial Group, Inc. added | 977,025 | $20M | 0.8% | 2025-Q3 stale |
| Siligmueller & Norvid Wealth Advisors LLC added | 914,990 | $19M | 0.8% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 629,235 | $13M | 0.5% | 2025-Q4 stale |
| Advisors Capital Management, LLC added | 568,238 | $12M | 0.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 467,496 | $10M | 0.4% | 2025-Q4 stale |
| Motley Fool Wealth Management, LLC trimmed | 234,407 | $5M | 0.2% | 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.