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Institutional Ownership · SEC Form 13F

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

339
Institutional holders
116,595,872
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BSCT is one-sided between 2025-Q4 and 2026-Q1: 93 added or opened and 25 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

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 0.5% of theirs — a 0.5pp 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 2025-Q4 and 2026-Q1, across 339 tracked filers holding BSCT, 235 increased or opened the position and 72 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 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 8

  • Independent Advisor Alliance$11M
  • CVFG LLC$10M
  • Paradiem, LLC$8M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
  • CITADEL ADVISORS LLC$4M
  • OLD MISSION CAPITAL LLC$1M

Full exits 5

  • NewEdge Advisors, LLC$14M
  • Thrivent Financial for Lutherans$11M
  • ROVIN CAPITAL /UT/ /ADV$2M
  • J.W. COLE ADVISORS, INC.$1M
  • COMERICA BANK$948K

Largest adds

  • Anchor Investment Management, LLC$21M
  • BANK OF AMERICA CORP /DE/$15M
  • WELLS FARGO & COMPANY/MN$12M
  • MORGAN STANLEY$11M
  • OSAIC HOLDINGS, INC.$7M
  • Cambridge Investment Research Advisors, Inc.$7M

Largest trims

  • Aptus Capital Advisors, LLC$65M
  • MERCER GLOBAL ADVISORS INC /ADV$15M
  • RAYMOND JAMES FINANCIAL INC$6M
  • BCS Wealth Management$5M
  • Motley Fool Wealth Management, LLC$3M
  • AA Financial Advisors, 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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added8,936,736$167M8.4%2026-Q1
WELLS FARGO & COMPANY/MN added6,849,192$128M6.4%2026-Q1
Lido Advisors, LLC trimmed6,346,510$118M5.9%2026-Q1
LPL Financial LLC added4,751,065$89M4.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed4,717,245$88M4.4%2026-Q1
Clearstead Advisors, LLC added3,611,035$67M3.4%2026-Q1
BANK OF AMERICA CORP /DE/ added3,487,306$65M3.3%2026-Q1
Invesco Ltd. added3,086,576$58M2.9%2026-Q1
Avior Wealth Management, LLC trimmed2,599,716$49M2.4%2026-Q1
UBS Group AG trimmed2,572,542$48M2.4%2026-Q1
Hills Bank & Trust Co added2,452,536$46M2.3%2026-Q1
ROYAL BANK OF CANADA added2,445,163$46M2.3%2026-Q1
MANCHESTER FINANCIAL INC trimmed2,236,936$42M2.1%2026-Q1
MAI Capital Management added2,231,679$42M2.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,127,010$40M2.0%2026-Q1
TLWM added1,565,709$29M1.5%2026-Q1
STIFEL FINANCIAL CORP added1,554,814$29M1.5%2026-Q1
OSAIC HOLDINGS, INC. added1,452,359$27M1.4%2026-Q1
RiverFront Investment Group, LLC added1,378,357$26M1.3%2026-Q1
MONECO ADVISORS, LLC added1,329,857$25M1.2%2026-Q1
Brookstone Capital Management added1,257,219$23M1.2%2026-Q1
IMA Advisory Services, Inc. added1,250,151$23M1.2%2026-Q1
Clark Asset Management, LLC added1,244,819$23M1.2%2026-Q1
Janney Montgomery Scott LLC added1,164,246$22M1.1%2026-Q1
Anchor Investment Management, LLC added1,139,118$21M1.1%2026-Q1
Atlantic Union Bankshares Corp added1,038,403$19M1.0%2026-Q1
DAVIS R M INC added975,287$18M0.9%2026-Q1
Headland Capital, LLC added965,340$18M0.9%2026-Q1
Capital Investment Counsel, LLC trimmed961,430$18M0.9%2026-Q1
Baird Financial Group, Inc. added917,448$17M0.9%2026-Q1
SHUFRO ROSE & CO LLC added850,769$16M0.8%2026-Q1
MML INVESTORS SERVICES, LLC trimmed833,754$16M0.8%2026-Q1
Focus Partners Wealth trimmed735,933$14M0.7%2026-Q1
GPM Growth Investors, Inc. added715,691$13M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added690,938$13M0.6%2026-Q1
KIRR MARBACH & CO LLC /IN/ added679,457$13M0.6%2026-Q1
GILL CAPITAL PARTNERS, LLC added665,156$12M0.6%2026-Q1
Goepper Burkhardt LLC added663,826$12M0.6%2026-Q1
Asset Dedication, LLC added660,260$12M0.6%2026-Q1
Carrera Capital Advisors added599,828$11M0.6%2026-Q1
Cornerstone Planning, LLC added593,753$11M0.6%2026-Q1
AMERIPRISE FINANCIAL INC added588,463$11M0.6%2026-Q1
COOKSON PEIRCE & CO INC added588,164$11M0.6%2026-Q1
Straight Path Wealth Management added586,225$11M0.5%2026-Q1
CENTRAL VALLEY ADVISORS, LLC added578,153$11M0.5%2026-Q1
Independent Advisor Alliance trimmed563,065$11M0.5%2026-Q1
CVFG LLC new560,692$10M0.5%2026-Q1
First International Bank of Israel Ltd.540,000$10M0.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP added527,994$10M0.5%2026-Q1
KICKSTAND VENTURES, LLC. added511,072$10M0.5%2026-Q1
VAUGHAN DAVID INVESTMENTS LLC/IL added482,517$9M0.5%2026-Q1
CWM, LLC trimmed473,413$9M0.4%2026-Q1
Sanctuary Advisors, LLC added460,358$9M0.4%2026-Q1
Cetera Investment Advisers added456,357$9M0.4%2026-Q1
HUB Investment Partners, LLC added425,976$8M0.4%2026-Q1
Advisors Capital Management, LLC added415,015$8M0.4%2026-Q1
Paradiem, LLC new411,874$8M0.4%2026-Q1
Colonial Trust Advisors added411,739$8M0.4%2026-Q1
Motley Fool Wealth Management, LLC trimmed410,629$8M0.4%2026-Q1
Sound Stewardship, LLC added409,180$8M0.4%2026-Q1
&PARTNERS added398,467$7M0.4%2026-Q1
Marietta Wealth Management, LLC added396,381$7M0.4%2026-Q1
Decker Wealth Management LLC added395,504$7M0.4%2026-Q1
ProVise Management Group, LLC added371,318$7M0.3%2026-Q1
Ledgewood Wealth Advisors, LLC added366,508$7M0.3%2026-Q1
Sowell Financial Services LLC added361,632$7M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added356,219$7M0.3%2026-Q1
Kathmere Capital Management, LLC trimmed354,731$7M0.3%2026-Q1
Carmel Capital Partners, LLC added351,205$7M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added339,539$6M0.3%2026-Q1
AMJ Financial Wealth Management trimmed327,509$6M0.3%2026-Q1
AA Financial Advisors, LLC trimmed327,238$6M0.3%2026-Q1
SFE Investment Counsel added324,359$6M0.3%2026-Q1
Wilkins Miller Wealth Management, LLC added318,058$6M0.3%2026-Q1
Carnegie Investment Counsel added315,132$6M0.3%2026-Q1
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added313,815$6M0.3%2026-Q1
MORTON COMMUNITY BANK added313,346$6M0.3%2026-Q1
MGO ONE SEVEN LLC added312,777$6M0.3%2026-Q1
Addison Advisors LLC added311,093$6M0.3%2026-Q1
Carroll Advisory Group, LLC added305,272$6M0.3%2026-Q1
BCS Wealth Management trimmed284,033$5M0.3%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added283,986$5M0.3%2026-Q1
JPMORGAN CHASE & CO added278,034$5M0.3%2026-Q1
Farnam Financial LLC added275,748$5M0.3%2026-Q1
Gladstone Institutional Advisory LLC added263,126$5M0.2%2026-Q1
Red Spruce Capital, LLC added260,030$5M0.2%2026-Q1
NorthAvenue LLC added255,756$5M0.2%2026-Q1
Trilogy Capital Inc. added246,956$5M0.2%2026-Q1
Private Advisor Group, LLC added235,211$4M0.2%2026-Q1
Beacon Pointe Advisors, LLC added233,209$4M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added232,238$4M0.2%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC added231,301$4M0.2%2026-Q1
Equitable Holdings, Inc. added227,402$4M0.2%2026-Q1
Horizons Wealth Management added228,195$4M0.2%2026-Q1
Colonial Trust Co / SC added227,914$4M0.2%2026-Q1
Souders Financial Advisors added227,085$4M0.2%2026-Q1
NewEdge Advisors, LLC trimmed723,538$14M0.7%2025-Q4 stale
Thrivent Financial for Lutherans added560,124$11M0.5%2025-Q4 stale
Vishria Bird Financial Group, LLC trimmed443,196$8M0.4%2025-Q3 stale
Duncan Williams Asset Management, LLC new372,654$7M0.3%2025-Q2 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