Who owns BSCV
Which tracked institutional funds hold BSCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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 BSCV is one-sided between 2025-Q4 and 2026-Q1: 58 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
BSCV’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSCV 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 212 tracked filers holding BSCV, 153 increased or opened the position and 45 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 BSCV 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 12
- Cornerstone Planning, LLC$9M
- Independent Advisor Alliance$8M
- JANE STREET GROUP, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- ArborFi Advisors, LLC$1M
- FOURPATH CAPITAL MANAGEMENT, LLC$1M
Full exits 5
- Legacy CG, LLC$4M
- LeClair Wealth Partners LLC$2M
- NewEdge Advisors, LLC$1M
- J.W. COLE ADVISORS, INC.$1M
- GOLDMAN SACHS GROUP INC$628K
Largest adds
- &PARTNERS$19M
- MORGAN STANLEY$14M
- Janney Montgomery Scott LLC$5M
- BANK OF AMERICA CORP /DE/$5M
- WELLS FARGO & COMPANY/MN$4M
- DAVIS R M INC$4M
Largest trims
- LPL Financial LLC$19M
- HUB Investment Partners, LLC$9M
- MERCER GLOBAL ADVISORS INC /ADV$8M
- BCS Wealth Management$5M
- Motley Fool Wealth Management, LLC$4M
- AA Financial Advisors, LLC$3M
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 |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 10,644,420 | $175M | 13.7% | 2026-Q1 |
| MORGAN STANLEY added | 7,053,544 | $116M | 9.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,950,761 | $65M | 5.1% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 2,688,721 | $44M | 3.5% | 2026-Q1 |
| Hills Bank & Trust Co added | 2,624,341 | $43M | 3.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,607,870 | $43M | 3.4% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 2,443,087 | $40M | 3.1% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 2,247,878 | $37M | 2.9% | 2026-Q1 |
| Invesco Ltd. added | 2,101,645 | $35M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,048,401 | $34M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,012,064 | $33M | 2.6% | 2026-Q1 |
| &PARTNERS added | 1,506,927 | $25M | 1.9% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 1,459,850 | $24M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,382,583 | $23M | 1.8% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 1,310,877 | $22M | 1.7% | 2026-Q1 |
| UBS Group AG added | 1,299,279 | $21M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,263,704 | $21M | 1.6% | 2026-Q1 |
| TruWealth Advisors, LLC trimmed | 1,242,679 | $20M | 1.6% | 2026-Q1 |
| Headland Capital, LLC added | 1,190,087 | $20M | 1.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 994,524 | $16M | 1.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 987,210 | $16M | 1.3% | 2026-Q1 |
| Clark Asset Management, LLC added | 974,950 | $16M | 1.3% | 2026-Q1 |
| MAI Capital Management added | 899,121 | $15M | 1.2% | 2026-Q1 |
| Focus Partners Wealth added | 858,286 | $14M | 1.1% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 654,597 | $11M | 0.8% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 649,604 | $11M | 0.8% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 638,344 | $11M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 625,123 | $10M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 623,742 | $10M | 0.8% | 2026-Q1 |
| AMJ Financial Wealth Management added | 622,503 | $10M | 0.8% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 591,197 | $10M | 0.8% | 2026-Q1 |
| Legacy Financial Group LLC added | 587,420 | $10M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 581,283 | $9M | 0.7% | 2026-Q1 |
| Cornerstone Planning, LLC new | 570,689 | $9M | 0.7% | 2026-Q1 |
| Asset Dedication, LLC added | 526,220 | $9M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 518,819 | $9M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 516,916 | $9M | 0.7% | 2026-Q1 |
| Goepper Burkhardt LLC added | 516,873 | $9M | 0.7% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ added | 491,310 | $8M | 0.6% | 2026-Q1 |
| Decker Wealth Management LLC added | 485,735 | $8M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 469,311 | $8M | 0.6% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 451,928 | $7M | 0.6% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 433,577 | $7M | 0.6% | 2026-Q1 |
| DAVIS R M INC added | 422,068 | $7M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 407,186 | $7M | 0.5% | 2026-Q1 |
| Carmel Capital Partners, LLC added | 390,386 | $6M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 381,692 | $6M | 0.5% | 2026-Q1 |
| Waycross Investment Management Co trimmed | 371,492 | $6M | 0.5% | 2026-Q1 |
| Addison Advisors LLC added | 361,721 | $6M | 0.5% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 345,733 | $6M | 0.4% | 2026-Q1 |
| BCS Wealth Management trimmed | 305,460 | $5M | 0.4% | 2026-Q1 |
| NorthAvenue LLC added | 287,857 | $5M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 287,641 | $5M | 0.4% | 2026-Q1 |
| Straight Path Wealth Management added | 262,712 | $4M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 255,125 | $4M | 0.3% | 2026-Q1 |
| MORTON COMMUNITY BANK added | 248,434 | $4M | 0.3% | 2026-Q1 |
| Colonial Trust Advisors added | 246,557 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 245,240 | $4M | 0.3% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 244,648 | $4M | 0.3% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 234,726 | $4M | 0.3% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 220,895 | $4M | 0.3% | 2026-Q1 |
| Horizons Wealth Management added | 216,913 | $4M | 0.3% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 214,240 | $4M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 208,302 | $3M | 0.3% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC added | 202,845 | $3M | 0.3% | 2026-Q1 |
| Infinity Wealth Counsel, LLC added | 188,108 | $3M | 0.2% | 2026-Q1 |
| Farnam Financial LLC added | 186,660 | $3M | 0.2% | 2026-Q1 |
| Opulen Financial Group LLC added | 185,982 | $3M | 0.2% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC added | 179,123 | $3M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 169,334 | $3M | 0.2% | 2026-Q1 |
| CWM, LLC added | 164,739 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 142,589 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 139,765 | $2M | 0.2% | 2026-Q1 |
| SFE Investment Counsel added | 127,603 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 123,564 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 122,824 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 121,226 | $2M | 0.2% | 2026-Q1 |
| Colonial Trust Co / SC added | 117,812 | $2M | 0.2% | 2026-Q1 |
| Heritage Trust Co added | 117,720 | $2M | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 115,802 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 115,599 | $2M | 0.1% | 2026-Q1 |
| Ellevest, Inc. trimmed | 115,611 | $2M | 0.1% | 2026-Q1 |
| SAWGRASS ASSET MANAGEMENT LLC trimmed | 104,899 | $2M | 0.1% | 2026-Q1 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 93,385 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 90,997 | $2M | 0.1% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 89,162 | $1M | 0.1% | 2026-Q1 |
| Independence Bank of Kentucky added | 85,370 | $1M | 0.1% | 2026-Q1 |
| River Wealth Advisors LLC added | 82,865 | $1M | 0.1% | 2026-Q1 |
| ArborFi Advisors, LLC new | 81,585 | $1M | 0.1% | 2026-Q1 |
| EVERPAR ADVISORS LLC added | 80,413 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 77,365 | $1M | 0.1% | 2026-Q1 |
| Kaye Capital Management trimmed | 518,421 | $9M | 0.7% | 2025-Q2 stale |
| Vishria Bird Financial Group, LLC trimmed | 280,579 | $5M | 0.4% | 2025-Q3 stale |
| Legacy CG, LLC added | 239,712 | $4M | 0.3% | 2025-Q4 stale |
| Exchange Capital Management, Inc. trimmed | 188,958 | $3M | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 186,487 | $3M | 0.2% | 2025-Q3 stale |
| LeClair Wealth Partners LLC new | 143,741 | $2M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 87,468 | $1M | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 85,289 | $1M | 0.1% | 2025-Q4 stale |
| Strategic Financial Concepts, LLC trimmed | 85,491 | $1M | 0.1% | 2025-Q1 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.