Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
86 tracked funds added or opened BSCU while 32 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
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 0.3% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 297 tracked filers holding BSCU, 201 increased or opened the position and 96 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 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
- SHUFRO ROSE & CO LLC$26M
- NewEdge Advisors, LLC$10M
- Apollon Wealth Management, LLC$9M
- Kathmere Capital Management, LLC$7M
- KINTRA WEALTH, LLC$4M
- Arax Advisory Partners$4M
Full exits 16
- TruWealth Advisors, LLC$78M
- Focus Partners Wealth$16M
- Cambridge Investment Research Advisors, Inc.$12M
- CWM, LLC$11M
- Janney Montgomery Scott LLC$11M
- Independent Advisor Alliance$9M
Largest adds
- Waverly Advisors, LLC$92M
- Atlantic Union Bankshares Corp$10M
- Kestra Advisory Services, LLC$7M
- LPL Financial LLC$7M
- RAYMOND JAMES FINANCIAL INC$6M
- TRUIST FINANCIAL CORP$5M
Largest trims
- Hills Bank & Trust Co$26M
- Motley Fool Wealth Management, LLC$17M
- CITADEL ADVISORS LLC$4M
- Addison Advisors LLC$3M
- Sanctuary Advisors, LLC$3M
- Lido Advisors, LLC$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 | 10,913,052 | $182M | 9.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 9,388,158 | $156M | 7.9% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 8,359,538 | $139M | 7.0% | 2026-Q2 |
| Waverly Advisors, LLC added | 5,572,712 | $93M | 4.7% | 2026-Q2 |
| LPL Financial LLC added | 5,547,683 | $92M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,531,701 | $92M | 4.7% | 2026-Q2 |
| Invesco Ltd. added | 4,705,304 | $78M | 4.0% | 2026-Q2 |
| Clearstead Advisors, LLC added | 3,910,447 | $65M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,541,844 | $59M | 3.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 3,202,800 | $53M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,935,895 | $49M | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,816,360 | $47M | 2.4% | 2026-Q2 |
| UBS Group AG added | 2,448,625 | $41M | 2.1% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 2,291,739 | $38M | 1.9% | 2026-Q2 |
| &PARTNERS added | 1,965,711 | $33M | 1.7% | 2026-Q2 |
| TLWM added | 1,851,064 | $31M | 1.6% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,800,440 | $30M | 1.5% | 2026-Q2 |
| MAI Capital Management added | 1,736,911 | $29M | 1.5% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 1,578,735 | $26M | 1.3% | 2026-Q2 |
| SHUFRO ROSE & CO LLC new | 1,542,429 | $26M | 1.3% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,536,904 | $26M | 1.3% | 2026-Q2 |
| Clark Asset Management, LLC added | 1,398,237 | $23M | 1.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,306,797 | $22M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,295,777 | $22M | 1.1% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 1,260,363 | $21M | 1.1% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 1,047,500 | $17M | 0.9% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 1,022,344 | $17M | 0.9% | 2026-Q2 |
| Advisors Capital Management, LLC added | 990,407 | $16M | 0.8% | 2026-Q2 |
| DAVIS R M INC added | 908,907 | $15M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 876,869 | $15M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 850,723 | $14M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 797,789 | $13M | 0.7% | 2026-Q2 |
| Asset Dedication, LLC added | 737,920 | $12M | 0.6% | 2026-Q2 |
| Goepper Burkhardt LLC added | 693,597 | $12M | 0.6% | 2026-Q2 |
| CVFG LLC added | 691,355 | $12M | 0.6% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ added | 689,505 | $11M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 685,236 | $11M | 0.6% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 657,395 | $11M | 0.6% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC added | 640,350 | $11M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 628,743 | $10M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 593,583 | $10M | 0.5% | 2026-Q2 |
| Cornerstone Planning, LLC added | 584,751 | $10M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 581,488 | $10M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 556,798 | $9M | 0.5% | 2026-Q2 |
| GPM Growth Investors, Inc. added | 528,408 | $9M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 524,787 | $9M | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 519,517 | $9M | 0.4% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 497,713 | $8M | 0.4% | 2026-Q2 |
| AMJ Financial Wealth Management | 489,231 | $8M | 0.4% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 470,052 | $8M | 0.4% | 2026-Q2 |
| ProVise Management Group, LLC added | 432,378 | $7M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 425,857 | $7M | 0.4% | 2026-Q2 |
| Colonial Trust Advisors added | 404,061 | $7M | 0.3% | 2026-Q2 |
| Kathmere Capital Management, LLC new | 391,040 | $7M | 0.3% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC added | 377,673 | $6M | 0.3% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 373,487 | $6M | 0.3% | 2026-Q2 |
| Waycross Investment Management Co added | 369,413 | $6M | 0.3% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 355,540 | $6M | 0.3% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 341,775 | $6M | 0.3% | 2026-Q2 |
| MORTON COMMUNITY BANK added | 335,156 | $6M | 0.3% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC added | 327,512 | $5M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ added | 325,656 | $5M | 0.3% | 2026-Q2 |
| BCS Wealth Management added | 312,665 | $5M | 0.3% | 2026-Q2 |
| Carnegie Investment Counsel added | 303,197 | $5M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 299,876 | $5M | 0.3% | 2026-Q2 |
| SFE Investment Counsel added | 293,165 | $5M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 292,589 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 279,265 | $5M | 0.2% | 2026-Q2 |
| NorthAvenue LLC added | 279,076 | $5M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 277,058 | $5M | 0.2% | 2026-Q2 |
| Straight Path Wealth Management added | 272,762 | $5M | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 271,226 | $4M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 267,860 | $4M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 259,898 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 259,301 | $4M | 0.2% | 2026-Q2 |
| Farnam Financial LLC added | 255,400 | $4M | 0.2% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 247,154 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 236,871 | $4M | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 227,008 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 219,416 | $4M | 0.2% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 218,448 | $4M | 0.2% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 213,902 | $4M | 0.2% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 210,039 | $3M | 0.2% | 2026-Q2 |
| Opulen Financial Group LLC added | 209,440 | $3M | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 203,903 | $3M | 0.2% | 2026-Q2 |
| Red Spruce Capital, LLC added | 203,038 | $3M | 0.2% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 201,935 | $3M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 188,039 | $3M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 180,443 | $3M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 179,007 | $3M | 0.2% | 2026-Q2 |
| Addison Advisors LLC trimmed | 175,307 | $3M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 171,152 | $3M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 169,299 | $3M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 166,829 | $3M | 0.1% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 165,378 | $3M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 157,777 | $3M | 0.1% | 2026-Q2 |
| Ellevest, Inc. added | 157,422 | $3M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 154,448 | $3M | 0.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 153,141 | $3M | 0.1% | 2026-Q2 |
| Milestones Private Investment Advisors LLC trimmed | 152,495 | $3M | 0.1% | 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.