Who owns 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-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
85 tracked funds added or opened BSCS while 47 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
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 2026-Q1 and 2026-Q2, across 383 tracked filers holding BSCS, 249 increased or opened the position and 124 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 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 12
- Arax Advisory Partners$16M
- NewEdge Advisors, LLC$13M
- J.W. COLE ADVISORS, INC.$3M
- JANE STREET GROUP, LLC$3M
- GOLDMAN SACHS GROUP INC$2M
- Parallel Advisors, LLC$986K
Full exits 24
- TruWealth Advisors, LLC$93M
- Cambridge Investment Research Advisors, Inc.$25M
- Anchor Investment Management, LLC$24M
- Independent Advisor Alliance$11M
- Focus Partners Wealth$10M
- VAUGHAN DAVID INVESTMENTS LLC/IL$9M
Largest adds
- Waverly Advisors, LLC$94M
- Bluespring Wealth Management, LLC$15M
- Kestra Advisory Services, LLC$12M
- RAYMOND JAMES FINANCIAL INC$8M
- LPL Financial LLC$8M
- MORGAN STANLEY$7M
Largest trims
- Hills Bank & Trust Co$25M
- GPM Growth Investors, Inc.$13M
- Sequoia Financial Advisors, LLC$8M
- Lido Advisors, LLC$8M
- WELLS FARGO & COMPANY/MN$4M
- UBS Group AG$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,460,935 | $193M | 8.1% | 2026-Q2 |
| LPL Financial LLC added | 8,069,411 | $164M | 6.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 7,710,697 | $157M | 6.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,639,357 | $135M | 5.7% | 2026-Q2 |
| UBS Group AG trimmed | 4,710,692 | $96M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,671,665 | $95M | 4.0% | 2026-Q2 |
| Waverly Advisors, LLC added | 4,637,273 | $94M | 4.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 4,562,494 | $93M | 3.9% | 2026-Q2 |
| Invesco Ltd. added | 3,829,782 | $78M | 3.3% | 2026-Q2 |
| Clearstead Advisors, LLC added | 3,274,980 | $67M | 2.8% | 2026-Q2 |
| MAI Capital Management added | 2,471,417 | $50M | 2.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 2,456,108 | $50M | 2.1% | 2026-Q2 |
| Fusion Family Wealth, LLC added | 2,288,259 | $47M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,284,717 | $47M | 2.0% | 2026-Q2 |
| TLWM added | 1,647,457 | $34M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,421,907 | $29M | 1.2% | 2026-Q2 |
| DAVIS R M INC added | 1,393,100 | $28M | 1.2% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,362,707 | $28M | 1.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,352,439 | $28M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,295,020 | $26M | 1.1% | 2026-Q2 |
| Clark Asset Management, LLC added | 1,260,419 | $26M | 1.1% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 1,250,435 | $25M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,217,927 | $25M | 1.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,153,697 | $23M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,139,715 | $23M | 1.0% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 1,049,243 | $21M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,016,669 | $21M | 0.9% | 2026-Q2 |
| Legacy Financial Group LLC added | 942,654 | $19M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 926,463 | $19M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 903,577 | $18M | 0.8% | 2026-Q2 |
| &PARTNERS added | 873,094 | $18M | 0.7% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 866,541 | $18M | 0.7% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 803,966 | $16M | 0.7% | 2026-Q2 |
| Asset Dedication, LLC added | 778,269 | $16M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 773,478 | $16M | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 765,181 | $16M | 0.7% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 765,033 | $16M | 0.7% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 716,175 | $15M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 688,309 | $14M | 0.6% | 2026-Q2 |
| Goepper Burkhardt LLC added | 666,697 | $14M | 0.6% | 2026-Q2 |
| Cornerstone Planning, LLC added | 639,285 | $13M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 636,190 | $13M | 0.5% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 635,968 | $13M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 611,496 | $12M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 561,363 | $11M | 0.5% | 2026-Q2 |
| Straight Path Wealth Management added | 559,555 | $11M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 554,963 | $11M | 0.5% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 548,046 | $11M | 0.5% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 538,903 | $11M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 525,021 | $11M | 0.4% | 2026-Q2 |
| Ironwood Financial, llc added | 518,417 | $11M | 0.4% | 2026-Q2 |
| First International Bank of Israel Ltd. | 498,000 | $10M | 0.4% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 484,794 | $10M | 0.4% | 2026-Q2 |
| CVFG LLC added | 484,120 | $10M | 0.4% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 469,170 | $10M | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 455,709 | $9M | 0.4% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC added | 450,040 | $9M | 0.4% | 2026-Q2 |
| AMJ Financial Wealth Management | 449,382 | $9M | 0.4% | 2026-Q2 |
| Red Spruce Capital, LLC added | 441,224 | $9M | 0.4% | 2026-Q2 |
| Sound Stewardship, LLC added | 437,452 | $9M | 0.4% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 412,168 | $8M | 0.4% | 2026-Q2 |
| ProVise Management Group, LLC added | 404,242 | $8M | 0.3% | 2026-Q2 |
| Colonial Trust Advisors added | 400,211 | $8M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 398,361 | $8M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 390,049 | $8M | 0.3% | 2026-Q2 |
| Carnegie Investment Counsel added | 389,392 | $8M | 0.3% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 381,772 | $8M | 0.3% | 2026-Q2 |
| SFE Investment Counsel added | 378,645 | $8M | 0.3% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. added | 364,109 | $7M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 359,115 | $7M | 0.3% | 2026-Q2 |
| Paradiem, LLC added | 355,186 | $7M | 0.3% | 2026-Q2 |
| BCS Wealth Management added | 350,461 | $7M | 0.3% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC added | 345,990 | $7M | 0.3% | 2026-Q2 |
| OLD SECOND NATIONAL BANK OF AURORA added | 340,237 | $7M | 0.3% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 335,272 | $7M | 0.3% | 2026-Q2 |
| Parisi Gray Wealth Management added | 325,874 | $7M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 321,727 | $7M | 0.3% | 2026-Q2 |
| Carmel Capital Partners, LLC added | 318,124 | $6M | 0.3% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 305,087 | $6M | 0.3% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT trimmed | 294,496 | $6M | 0.3% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 291,745 | $6M | 0.3% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC trimmed | 288,272 | $6M | 0.2% | 2026-Q2 |
| MORTON COMMUNITY BANK added | 287,499 | $6M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 283,380 | $6M | 0.2% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 281,720 | $6M | 0.2% | 2026-Q2 |
| Farnam Financial LLC added | 279,904 | $6M | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 275,747 | $6M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 275,727 | $6M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 249,929 | $5M | 0.2% | 2026-Q2 |
| AA Financial Advisors, LLC added | 249,878 | $5M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 242,601 | $5M | 0.2% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 233,745 | $5M | 0.2% | 2026-Q2 |
| NorthAvenue LLC added | 231,216 | $5M | 0.2% | 2026-Q2 |
| Old Port Advisors added | 218,795 | $4M | 0.2% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 216,040 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 211,700 | $4M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 211,361 | $4M | 0.2% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 205,816 | $4M | 0.2% | 2026-Q2 |
| River Street Advisors LLC added | 188,365 | $4M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 187,853 | $4M | 0.2% | 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.