Who owns BSCT
Which tracked institutional funds hold BSCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
75 tracked funds added or opened BSCT while 44 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
BSCT’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 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes BSCT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSCT 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 338 tracked filers holding BSCT, 219 increased or opened the position and 112 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 BSCT 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 9
- NewEdge Advisors, LLC$15M
- Arax Advisory Partners$7M
- Odyssey Group, LLC$6M
- Apollon Wealth Management, LLC$4M
- J.W. COLE ADVISORS, INC.$2M
- Parallel Advisors, LLC$969K
Full exits 22
- Janney Montgomery Scott LLC$22M
- Anchor Investment Management, LLC$21M
- Focus Partners Wealth$14M
- Cambridge Investment Research Advisors, Inc.$13M
- Independent Advisor Alliance$11M
- VAUGHAN DAVID INVESTMENTS LLC/IL$9M
Largest adds
- RAYMOND JAMES FINANCIAL INC$13M
- Kestra Advisory Services, LLC$13M
- LPL Financial LLC$12M
- MORGAN STANLEY$11M
- Invesco Ltd.$9M
- ROYAL BANK OF CANADA$5M
Largest trims
- Hills Bank & Trust Co$26M
- IMA Advisory Services, Inc.$23M
- Lido Advisors, LLC$10M
- KICKSTAND VENTURES, LLC.$9M
- Sowell Financial Services LLC$6M
- Avior Wealth Management, LLC$5M
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 | 9,596,451 | $178M | 9.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,867,873 | $128M | 6.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 5,824,764 | $108M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,450,614 | $101M | 5.2% | 2026-Q2 |
| LPL Financial LLC added | 5,418,387 | $101M | 5.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 3,664,565 | $68M | 3.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,658,064 | $68M | 3.5% | 2026-Q2 |
| Invesco Ltd. added | 3,599,890 | $67M | 3.4% | 2026-Q2 |
| UBS Group AG added | 2,790,031 | $52M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,749,889 | $51M | 2.6% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 2,357,478 | $44M | 2.2% | 2026-Q2 |
| MAI Capital Management added | 2,291,285 | $43M | 2.2% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 2,277,588 | $42M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,274,983 | $42M | 2.2% | 2026-Q2 |
| TLWM added | 1,598,888 | $30M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,574,340 | $29M | 1.5% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,475,777 | $27M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,460,404 | $27M | 1.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,452,021 | $27M | 1.4% | 2026-Q2 |
| Clark Asset Management, LLC added | 1,407,457 | $26M | 1.3% | 2026-Q2 |
| DAVIS R M INC added | 1,237,482 | $23M | 1.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 1,232,875 | $23M | 1.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,218,293 | $23M | 1.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,196,098 | $22M | 1.1% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 1,046,645 | $19M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,040,435 | $19M | 1.0% | 2026-Q2 |
| Headland Capital, LLC added | 1,023,299 | $19M | 1.0% | 2026-Q2 |
| Capital Investment Counsel, LLC trimmed | 951,103 | $18M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 897,404 | $17M | 0.9% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 872,220 | $16M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 791,027 | $15M | 0.7% | 2026-Q2 |
| Goepper Burkhardt LLC added | 743,819 | $14M | 0.7% | 2026-Q2 |
| Asset Dedication, LLC added | 683,131 | $13M | 0.6% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 676,416 | $13M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 668,406 | $12M | 0.6% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 659,467 | $12M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 658,474 | $12M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 646,234 | $12M | 0.6% | 2026-Q2 |
| Carrera Capital Advisors added | 620,177 | $12M | 0.6% | 2026-Q2 |
| Cornerstone Planning, LLC added | 608,133 | $11M | 0.6% | 2026-Q2 |
| Straight Path Wealth Management added | 599,064 | $11M | 0.6% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 595,631 | $11M | 0.6% | 2026-Q2 |
| GPM Growth Investors, Inc. trimmed | 583,177 | $11M | 0.6% | 2026-Q2 |
| CVFG LLC added | 574,819 | $11M | 0.5% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 572,218 | $11M | 0.5% | 2026-Q2 |
| First International Bank of Israel Ltd. | 540,000 | $10M | 0.5% | 2026-Q2 |
| HUB Investment Partners, LLC added | 484,980 | $9M | 0.5% | 2026-Q2 |
| Sound Stewardship, LLC added | 458,271 | $9M | 0.4% | 2026-Q2 |
| Colonial Trust Advisors added | 434,767 | $8M | 0.4% | 2026-Q2 |
| Advisors Capital Management, LLC added | 431,024 | $8M | 0.4% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 425,184 | $8M | 0.4% | 2026-Q2 |
| ProVise Management Group, LLC added | 418,444 | $8M | 0.4% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 416,957 | $8M | 0.4% | 2026-Q2 |
| Paradiem, LLC added | 414,868 | $8M | 0.4% | 2026-Q2 |
| &PARTNERS added | 412,479 | $8M | 0.4% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC added | 404,458 | $8M | 0.4% | 2026-Q2 |
| Carnegie Investment Counsel added | 377,967 | $7M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 376,906 | $7M | 0.4% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 374,457 | $7M | 0.4% | 2026-Q2 |
| Arax Advisory Partners new | 355,165 | $7M | 0.3% | 2026-Q2 |
| Carmel Capital Partners, LLC added | 352,309 | $7M | 0.3% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 348,588 | $6M | 0.3% | 2026-Q2 |
| SFE Investment Counsel added | 344,227 | $6M | 0.3% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. added | 338,222 | $6M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 334,652 | $6M | 0.3% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 333,719 | $6M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 331,420 | $6M | 0.3% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 331,204 | $6M | 0.3% | 2026-Q2 |
| AMJ Financial Wealth Management | 327,509 | $6M | 0.3% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 326,443 | $6M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 321,131 | $6M | 0.3% | 2026-Q2 |
| Odyssey Group, LLC new | 319,704 | $6M | 0.3% | 2026-Q2 |
| MORTON COMMUNITY BANK added | 318,954 | $6M | 0.3% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC trimmed | 317,100 | $6M | 0.3% | 2026-Q2 |
| BCS Wealth Management added | 308,513 | $6M | 0.3% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 300,074 | $6M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 299,736 | $6M | 0.3% | 2026-Q2 |
| Red Spruce Capital, LLC added | 297,737 | $6M | 0.3% | 2026-Q2 |
| Farnam Financial LLC added | 295,926 | $5M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 277,628 | $5M | 0.3% | 2026-Q2 |
| NorthAvenue LLC added | 269,415 | $5M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 268,434 | $5M | 0.3% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 267,678 | $5M | 0.3% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 266,234 | $5M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 253,280 | $5M | 0.2% | 2026-Q2 |
| FCA CORP /TX added | 248,603 | $5M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. added | 248,221 | $5M | 0.2% | 2026-Q2 |
| Colonial Trust Co / SC added | 233,463 | $4M | 0.2% | 2026-Q2 |
| Parisi Gray Wealth Management added | 225,408 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 223,495 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 221,915 | $4M | 0.2% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 221,366 | $4M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 220,918 | $4M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 215,958 | $4M | 0.2% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 215,321 | $4M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 201,669 | $4M | 0.2% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 198,550 | $4M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 197,901 | $4M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 197,442 | $4M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 191,858 | $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.