Who owns BSCU (BSCU)
Which tracked institutional funds hold BSCU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCU 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 BSCU is one-sided between 2025-Q4 and 2026-Q1: 85 added or opened and 18 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
BSCU’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 BSCU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSCU 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 297 tracked filers holding BSCU, 222 increased or opened the position and 56 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 BSCU 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 10
- CVFG LLC$11M
- Independent Advisor Alliance$9M
- CITADEL ADVISORS LLC$6M
- Gladstone Institutional Advisory LLC$5M
- JANE STREET GROUP, LLC$3M
- S.E.E.D. Planning Group LLC$3M
Full exits 5
- Legacy CG, LLC$4M
- NewEdge Advisors, LLC$3M
- Keel Point, LLC$723K
- COMERICA BANK$601K
- Prosperity Wealth Management, Inc.$508K
Largest adds
- MORGAN STANLEY$16M
- &PARTNERS$10M
- Lido Advisors, LLC$8M
- WELLS FARGO & COMPANY/MN$7M
- BANK OF AMERICA CORP /DE/$4M
- Clearstead Advisors, LLC$3M
Largest trims
- Motley Fool Wealth Management, LLC$6M
- BCS Wealth Management$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- HighPoint Advisor Group LLC$2M
- CWM, 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 | 10,688,308 | $179M | 9.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 9,225,294 | $154M | 8.0% | 2026-Q1 |
| Lido Advisors, LLC added | 8,438,015 | $141M | 7.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,147,847 | $86M | 4.5% | 2026-Q1 |
| LPL Financial LLC added | 5,124,848 | $86M | 4.5% | 2026-Q1 |
| TruWealth Advisors, LLC added | 4,680,408 | $78M | 4.1% | 2026-Q1 |
| Invesco Ltd. added | 4,405,136 | $74M | 3.8% | 2026-Q1 |
| Clearstead Advisors, LLC added | 3,820,540 | $64M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,254,571 | $54M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,780,691 | $46M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,639,665 | $44M | 2.3% | 2026-Q1 |
| Hills Bank & Trust Co added | 2,621,207 | $44M | 2.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 2,608,754 | $44M | 2.3% | 2026-Q1 |
| UBS Group AG added | 2,216,757 | $37M | 1.9% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 2,156,089 | $36M | 1.9% | 2026-Q1 |
| &PARTNERS added | 1,912,512 | $32M | 1.7% | 2026-Q1 |
| Brookstone Capital Management added | 1,903,876 | $32M | 1.7% | 2026-Q1 |
| TLWM added | 1,805,663 | $30M | 1.6% | 2026-Q1 |
| MAI Capital Management added | 1,673,196 | $28M | 1.5% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 1,448,572 | $24M | 1.3% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 1,420,995 | $24M | 1.2% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 1,168,992 | $20M | 1.0% | 2026-Q1 |
| Clark Asset Management, LLC added | 1,157,736 | $19M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,138,622 | $19M | 1.0% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 1,049,383 | $18M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 999,401 | $17M | 0.9% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 963,719 | $16M | 0.8% | 2026-Q1 |
| Focus Partners Wealth added | 959,962 | $16M | 0.8% | 2026-Q1 |
| Advisors Capital Management, LLC added | 955,693 | $16M | 0.8% | 2026-Q1 |
| DAVIS R M INC added | 808,747 | $14M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 763,061 | $13M | 0.7% | 2026-Q1 |
| Asset Dedication, LLC added | 717,414 | $12M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 692,248 | $12M | 0.6% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ added | 689,400 | $12M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 683,399 | $11M | 0.6% | 2026-Q1 |
| CVFG LLC new | 670,503 | $11M | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 661,157 | $11M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 648,957 | $11M | 0.6% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 646,116 | $11M | 0.6% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 637,269 | $11M | 0.6% | 2026-Q1 |
| Goepper Burkhardt LLC added | 617,619 | $10M | 0.5% | 2026-Q1 |
| Cornerstone Planning, LLC added | 567,021 | $9M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 551,941 | $9M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 509,239 | $9M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 508,021 | $8M | 0.4% | 2026-Q1 |
| AMJ Financial Wealth Management trimmed | 489,231 | $8M | 0.4% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 479,552 | $8M | 0.4% | 2026-Q1 |
| HUB Investment Partners, LLC added | 478,616 | $8M | 0.4% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 466,464 | $8M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 457,911 | $8M | 0.4% | 2026-Q1 |
| GPM Growth Investors, Inc. added | 457,241 | $8M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 453,873 | $8M | 0.4% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 446,909 | $7M | 0.4% | 2026-Q1 |
| Decker Wealth Management LLC added | 430,184 | $7M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 374,410 | $6M | 0.3% | 2026-Q1 |
| ProVise Management Group, LLC added | 374,385 | $6M | 0.3% | 2026-Q1 |
| Waycross Investment Management Co trimmed | 368,183 | $6M | 0.3% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC added | 366,781 | $6M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 366,431 | $6M | 0.3% | 2026-Q1 |
| Colonial Trust Advisors added | 363,052 | $6M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 362,811 | $6M | 0.3% | 2026-Q1 |
| Addison Advisors LLC added | 354,188 | $6M | 0.3% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 350,831 | $6M | 0.3% | 2026-Q1 |
| MORTON COMMUNITY BANK added | 324,935 | $5M | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ added | 313,580 | $5M | 0.3% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 289,718 | $5M | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 286,629 | $5M | 0.2% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 286,149 | $5M | 0.2% | 2026-Q1 |
| BCS Wealth Management trimmed | 279,332 | $5M | 0.2% | 2026-Q1 |
| Straight Path Wealth Management added | 271,731 | $5M | 0.2% | 2026-Q1 |
| NorthAvenue LLC added | 269,116 | $4M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 258,427 | $4M | 0.2% | 2026-Q1 |
| SFE Investment Counsel added | 257,115 | $4M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 254,823 | $4M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 249,359 | $4M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 248,943 | $4M | 0.2% | 2026-Q1 |
| Souders Financial Advisors added | 243,575 | $4M | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 241,190 | $4M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 234,725 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 233,812 | $4M | 0.2% | 2026-Q1 |
| Horizons Wealth Management trimmed | 231,938 | $4M | 0.2% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 231,668 | $4M | 0.2% | 2026-Q1 |
| Farnam Financial LLC added | 228,922 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 208,992 | $3M | 0.2% | 2026-Q1 |
| Opulen Financial Group LLC added | 206,535 | $3M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 204,998 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 202,657 | $3M | 0.2% | 2026-Q1 |
| Colonial Trust Co / SC added | 202,413 | $3M | 0.2% | 2026-Q1 |
| S.E.E.D. Planning Group LLC new | 201,966 | $3M | 0.2% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC added | 200,631 | $3M | 0.2% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 200,282 | $3M | 0.2% | 2026-Q1 |
| Infinity Wealth Counsel, LLC added | 195,269 | $3M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 183,014 | $3M | 0.2% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 179,094 | $3M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 167,894 | $3M | 0.1% | 2026-Q1 |
| Kaye Capital Management added | 346,069 | $6M | 0.3% | 2025-Q2 stale |
| NorthCrest Asset Manangement, LLC trimmed | 300,969 | $5M | 0.3% | 2025-Q2 stale |
| COUNTRY CLUB BANK trimmed | 239,704 | $4M | 0.2% | 2025-Q3 stale |
| Legacy CG, LLC added | 236,454 | $4M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 201,506 | $3M | 0.2% | 2025-Q4 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.