Who owns BSCW
Which tracked institutional funds hold BSCW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCW 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 BSCW is one-sided between 2025-Q4 and 2026-Q1: 51 added or opened and 15 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
BSCW’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 0.2% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSCW 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 166 tracked filers holding BSCW, 120 increased or opened the position and 40 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 BSCW 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 9
- Strategic Financial Group, LLC$14M
- Cornerstone Planning, LLC$9M
- Independent Advisor Alliance$7M
- GOLDMAN SACHS GROUP INC$2M
- Camelot Portfolios, LLC$1M
- SHELTON CAPITAL MANAGEMENT$1M
Full exits 3
- Legacy CG, LLC$4M
- LeClair Wealth Partners LLC$2M
- J.W. COLE ADVISORS, INC.$841K
Largest adds
- UBS Group AG$26M
- RAYMOND JAMES FINANCIAL INC$15M
- MORGAN STANLEY$7M
- WELLS FARGO & COMPANY/MN$4M
- ROYAL BANK OF CANADA$4M
- &PARTNERS$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$320M
- MERCER GLOBAL ADVISORS INC /ADV$24M
- Motley Fool Wealth Management, LLC$6M
- BCS Wealth Management$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
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 | 8,746,530 | $180M | 15.5% | 2026-Q1 |
| MORGAN STANLEY added | 4,846,523 | $100M | 8.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,441,247 | $91M | 7.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,252,062 | $67M | 5.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,299,670 | $47M | 4.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 2,072,879 | $43M | 3.7% | 2026-Q1 |
| UBS Group AG added | 2,033,652 | $42M | 3.6% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,898,568 | $39M | 3.4% | 2026-Q1 |
| Invesco Ltd. added | 1,672,820 | $34M | 3.0% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 1,056,767 | $22M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 994,559 | $20M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 931,945 | $19M | 1.7% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 906,090 | $19M | 1.6% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 847,636 | $17M | 1.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 781,137 | $16M | 1.4% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 722,194 | $15M | 1.3% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 698,863 | $14M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 690,831 | $14M | 1.2% | 2026-Q1 |
| &PARTNERS added | 675,667 | $14M | 1.2% | 2026-Q1 |
| Strategic Financial Group, LLC new | 672,382 | $14M | 1.2% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 559,522 | $12M | 1.0% | 2026-Q1 |
| Clark Asset Management, LLC added | 551,621 | $11M | 1.0% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 514,017 | $11M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 501,944 | $10M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 455,494 | $9M | 0.8% | 2026-Q1 |
| Cornerstone Planning, LLC new | 453,415 | $9M | 0.8% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 408,009 | $8M | 0.7% | 2026-Q1 |
| MAI Capital Management added | 378,647 | $8M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 376,045 | $8M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 370,091 | $8M | 0.7% | 2026-Q1 |
| Decker Wealth Management LLC added | 364,900 | $8M | 0.6% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 364,437 | $8M | 0.6% | 2026-Q1 |
| Asset Dedication, LLC added | 358,319 | $7M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 353,213 | $7M | 0.6% | 2026-Q1 |
| Modern Wealth Management, LLC added | 334,383 | $7M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 299,487 | $6M | 0.5% | 2026-Q1 |
| Clearstead Advisors, LLC added | 292,485 | $6M | 0.5% | 2026-Q1 |
| Addison Advisors LLC added | 290,687 | $6M | 0.5% | 2026-Q1 |
| Goepper Burkhardt LLC added | 283,072 | $6M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 246,990 | $5M | 0.4% | 2026-Q1 |
| BCS Wealth Management trimmed | 245,987 | $5M | 0.4% | 2026-Q1 |
| NorthAvenue LLC added | 232,795 | $5M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 223,176 | $5M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 205,089 | $4M | 0.4% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 193,751 | $4M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 182,079 | $4M | 0.3% | 2026-Q1 |
| Straight Path Wealth Management added | 179,532 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 174,894 | $4M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 173,202 | $4M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 165,742 | $3M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 151,772 | $3M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 145,581 | $3M | 0.3% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 144,208 | $3M | 0.3% | 2026-Q1 |
| Infinity Wealth Counsel, LLC added | 142,943 | $3M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 135,567 | $3M | 0.2% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 129,797 | $3M | 0.2% | 2026-Q1 |
| EVEXIA WEALTH LLC added | 128,367 | $3M | 0.2% | 2026-Q1 |
| Opulen Financial Group LLC added | 128,823 | $3M | 0.2% | 2026-Q1 |
| Farnam Financial LLC added | 125,400 | $3M | 0.2% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC added | 118,715 | $2M | 0.2% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC trimmed | 118,363 | $2M | 0.2% | 2026-Q1 |
| DAVIS R M INC added | 109,188 | $2M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 109,059 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 105,392 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 101,277 | $2M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 99,915 | $2M | 0.2% | 2026-Q1 |
| River Wealth Advisors LLC added | 94,644 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 93,702 | $2M | 0.2% | 2026-Q1 |
| Ellevest, Inc. trimmed | 92,798 | $2M | 0.2% | 2026-Q1 |
| SAWGRASS ASSET MANAGEMENT LLC added | 81,786 | $2M | 0.1% | 2026-Q1 |
| Carnegie Investment Counsel added | 80,519 | $2M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 79,921 | $2M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 79,758 | $2M | 0.1% | 2026-Q1 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 72,910 | $2M | 0.1% | 2026-Q1 |
| Colonial Trust Advisors added | 72,364 | $1M | 0.1% | 2026-Q1 |
| Independence Bank of Kentucky added | 68,074 | $1M | 0.1% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 67,111 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 66,243 | $1M | 0.1% | 2026-Q1 |
| Horizons Wealth Management added | 65,043 | $1M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 64,499 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 62,500 | $1M | 0.1% | 2026-Q1 |
| Camelot Portfolios, LLC new | 61,492 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 60,880 | $1M | 0.1% | 2026-Q1 |
| Apeiron RIA LLC added | 59,162 | $1M | 0.1% | 2026-Q1 |
| JPL Wealth Management, LLC added | 57,641 | $1M | 0.1% | 2026-Q1 |
| SHELTON CAPITAL MANAGEMENT new | 57,401 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 56,757 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 55,795 | $1M | 0.1% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 52,006 | $1M | 0.1% | 2026-Q1 |
| EVERPAR ADVISORS LLC added | 51,272 | $1M | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC added | 50,879 | $1M | 0.1% | 2026-Q1 |
| Redmond Asset Management, LLC added | 49,546 | $1M | 0.1% | 2026-Q1 |
| Sterling Financial Group, Inc. added | 954,762 | $20M | 1.7% | 2025-Q3 stale |
| Vishria Bird Financial Group, LLC added | 687,736 | $14M | 1.2% | 2025-Q3 stale |
| Kaye Capital Management added | 295,401 | $6M | 0.5% | 2025-Q2 stale |
| Legacy CG, LLC added | 191,762 | $4M | 0.3% | 2025-Q4 stale |
| Exchange Capital Management, Inc. trimmed | 148,401 | $3M | 0.3% | 2025-Q2 stale |
| LeClair Wealth Partners LLC new | 114,843 | $2M | 0.2% | 2025-Q4 stale |
| TLWM | 69,865 | $1M | 0.1% | 2025-Q3 stale |
| Strategic Financial Concepts, LLC trimmed | 70,119 | $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.