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-Q2 13F filings (latest filed 2026-08-17). 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
65 tracked funds added or opened BSCV while 23 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
BSCV’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 213 tracked filers holding BSCV, 148 increased or opened the position and 61 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 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 11
- GPM Growth Investors, Inc.$16M
- Apollon Wealth Management, LLC$6M
- Savvy Advisors, Inc.$3M
- WEBSTER BANK, N. A.$3M
- LeClair Wealth Partners LLC$2M
- NewEdge Advisors, LLC$2M
Full exits 14
- TruWealth Advisors, LLC$20M
- Janney Montgomery Scott LLC$16M
- Focus Partners Wealth$14M
- Motley Fool Wealth Management, LLC$11M
- Independent Advisor Alliance$8M
- VAUGHAN DAVID INVESTMENTS LLC/IL$6M
Largest adds
- Waverly Advisors, LLC$20M
- LPL Financial LLC$15M
- Atlantic Union Bankshares Corp$10M
- MORGAN STANLEY$10M
- UBS Group AG$8M
- Red Spruce Capital, LLC$6M
Largest trims
- Hills Bank & Trust Co$33M
- Avior Wealth Management, LLC$5M
- Addison Advisors LLC$3M
- Sanctuary Advisors, LLC$3M
- Atria Investments, Inc$2M
- Decker Wealth Management LLC$1M
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 |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 10,832,928 | $177M | 13.6% | 2026-Q2 |
| MORGAN STANLEY added | 7,675,438 | $126M | 9.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,287,858 | $70M | 5.4% | 2026-Q2 |
| LPL Financial LLC added | 3,510,216 | $58M | 4.4% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 3,071,589 | $50M | 3.8% | 2026-Q2 |
| Invesco Ltd. added | 2,445,458 | $40M | 3.1% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 2,400,792 | $39M | 3.0% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 2,395,263 | $39M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,184,082 | $36M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,180,731 | $36M | 2.7% | 2026-Q2 |
| UBS Group AG added | 1,820,580 | $30M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,645,463 | $27M | 2.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,578,888 | $26M | 2.0% | 2026-Q2 |
| &PARTNERS added | 1,568,920 | $26M | 2.0% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 1,335,960 | $22M | 1.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,311,336 | $21M | 1.6% | 2026-Q2 |
| Headland Capital, LLC added | 1,303,900 | $21M | 1.6% | 2026-Q2 |
| Waverly Advisors, LLC added | 1,255,637 | $21M | 1.6% | 2026-Q2 |
| Clark Asset Management, LLC added | 1,149,628 | $19M | 1.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,054,065 | $17M | 1.3% | 2026-Q2 |
| GPM Growth Investors, Inc. new | 991,889 | $16M | 1.2% | 2026-Q2 |
| MAI Capital Management added | 974,092 | $16M | 1.2% | 2026-Q2 |
| Legacy Financial Group LLC added | 846,268 | $14M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 750,708 | $12M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 688,529 | $11M | 0.9% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 666,947 | $11M | 0.8% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC added | 663,366 | $11M | 0.8% | 2026-Q2 |
| DAVIS R M INC added | 653,039 | $11M | 0.8% | 2026-Q2 |
| AMJ Financial Wealth Management | 622,503 | $10M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC added | 612,339 | $10M | 0.8% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 602,856 | $10M | 0.8% | 2026-Q2 |
| Goepper Burkhardt LLC added | 588,199 | $10M | 0.7% | 2026-Q2 |
| Cornerstone Planning, LLC added | 586,699 | $10M | 0.7% | 2026-Q2 |
| Modern Wealth Management, LLC added | 549,842 | $9M | 0.7% | 2026-Q2 |
| Asset Dedication, LLC added | 549,142 | $9M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 548,149 | $9M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 512,472 | $8M | 0.6% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 488,157 | $8M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 485,744 | $8M | 0.6% | 2026-Q2 |
| HUB Investment Partners, LLC added | 477,244 | $8M | 0.6% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 476,339 | $8M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 464,246 | $8M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 456,905 | $7M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 453,793 | $7M | 0.6% | 2026-Q2 |
| Red Spruce Capital, LLC added | 422,257 | $7M | 0.5% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 409,510 | $7M | 0.5% | 2026-Q2 |
| Carmel Capital Partners, LLC added | 395,166 | $6M | 0.5% | 2026-Q2 |
| Waycross Investment Management Co added | 372,853 | $6M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 369,076 | $6M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 347,477 | $6M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 325,887 | $5M | 0.4% | 2026-Q2 |
| BCS Wealth Management added | 312,326 | $5M | 0.4% | 2026-Q2 |
| NorthAvenue LLC added | 303,722 | $5M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 301,790 | $5M | 0.4% | 2026-Q2 |
| Colonial Trust Advisors added | 283,092 | $5M | 0.4% | 2026-Q2 |
| MORTON COMMUNITY BANK added | 268,400 | $4M | 0.3% | 2026-Q2 |
| Straight Path Wealth Management added | 263,721 | $4M | 0.3% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC added | 254,286 | $4M | 0.3% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 249,394 | $4M | 0.3% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 221,568 | $4M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 220,534 | $4M | 0.3% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 215,472 | $4M | 0.3% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 202,533 | $3M | 0.3% | 2026-Q2 |
| Farnam Financial LLC added | 194,069 | $3M | 0.2% | 2026-Q2 |
| Opulen Financial Group LLC added | 193,037 | $3M | 0.2% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC added | 180,949 | $3M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. new | 176,932 | $3M | 0.2% | 2026-Q2 |
| Addison Advisors LLC trimmed | 175,107 | $3M | 0.2% | 2026-Q2 |
| Carnegie Investment Counsel added | 174,505 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 164,328 | $3M | 0.2% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 157,448 | $3M | 0.2% | 2026-Q2 |
| Heritage Trust Co added | 155,151 | $3M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 153,900 | $3M | 0.2% | 2026-Q2 |
| WEBSTER BANK, N. A. new | 153,564 | $3M | 0.2% | 2026-Q2 |
| LeClair Wealth Partners LLC added | 150,853 | $2M | 0.2% | 2026-Q2 |
| SFE Investment Counsel added | 145,019 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 134,666 | $2M | 0.2% | 2026-Q2 |
| Colonial Trust Co / SC added | 126,375 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 120,387 | $2M | 0.2% | 2026-Q2 |
| Ellevest, Inc. added | 120,277 | $2M | 0.2% | 2026-Q2 |
| ProVise Management Group, LLC added | 114,515 | $2M | 0.1% | 2026-Q2 |
| SAWGRASS ASSET MANAGEMENT LLC trimmed | 100,019 | $2M | 0.1% | 2026-Q2 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 98,384 | $2M | 0.1% | 2026-Q2 |
| Independence Bank of Kentucky added | 94,920 | $2M | 0.1% | 2026-Q2 |
| Oliver Luxxe Assets LLC added | 92,889 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 91,409 | $1M | 0.1% | 2026-Q2 |
| EVERPAR ADVISORS LLC added | 90,601 | $1M | 0.1% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 90,215 | $1M | 0.1% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 89,745 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 88,397 | $1M | 0.1% | 2026-Q2 |
| ArborFi Advisors, LLC added | 84,791 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 83,666 | $1M | 0.1% | 2026-Q2 |
| River Wealth Advisors LLC | 82,865 | $1M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 77,859 | $1M | 0.1% | 2026-Q2 |
| Ark Wealth Advisors LLC added | 77,649 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 72,423 | $1M | 0.1% | 2026-Q2 |
| Avise Financial Cooperative, Inc. added | 70,825 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 69,877 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 68,552 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 66,402 | $1M | 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.