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-Q2 13F filings (latest filed 2026-08-20). 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
48 tracked funds added or opened BSCW while 19 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
BSCW’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 0.1% 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 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 2026-Q1 and 2026-Q2, across 164 tracked filers holding BSCW, 108 increased or opened the position and 55 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 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 10
- Legacy Financial Group LLC$12M
- Apollon Wealth Management, LLC$9M
- Hills Bank & Trust Co$4M
- Savvy Advisors, Inc.$3M
- LeClair Wealth Partners LLC$2M
- DWM Financial Group, Inc.$2M
Full exits 8
- Motley Fool Wealth Management, LLC$17M
- Janney Montgomery Scott LLC$9M
- Cambridge Investment Research Advisors, Inc.$8M
- Independent Advisor Alliance$7M
- CITADEL ADVISORS LLC$1M
- Horizons Wealth Management$1M
Largest adds
- MORGAN STANLEY$20M
- Atlantic Union Bankshares Corp$10M
- RAYMOND JAMES FINANCIAL INC$8M
- Invesco Ltd.$5M
- TRUIST FINANCIAL CORP$5M
- Clark Asset Management, LLC$3M
Largest trims
- WELLS FARGO & COMPANY/MN$11M
- Sequoia Financial Advisors, LLC$8M
- Addison Advisors LLC$3M
- EVEXIA WEALTH LLC$2M
- Decker Wealth Management LLC$2M
- Private Advisor Group, 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 |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 8,901,491 | $183M | 15.8% | 2026-Q2 |
| MORGAN STANLEY added | 5,864,141 | $120M | 10.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,852,195 | $100M | 8.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,721,189 | $56M | 4.8% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 2,577,411 | $53M | 4.6% | 2026-Q2 |
| LPL Financial LLC added | 2,408,371 | $49M | 4.3% | 2026-Q2 |
| UBS Group AG added | 2,116,835 | $43M | 3.8% | 2026-Q2 |
| Invesco Ltd. added | 1,938,201 | $40M | 3.4% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 1,904,149 | $39M | 3.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 1,179,623 | $24M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,026,669 | $21M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,015,609 | $21M | 1.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 835,672 | $17M | 1.5% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 791,608 | $16M | 1.4% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 739,990 | $15M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 718,889 | $15M | 1.3% | 2026-Q2 |
| Clark Asset Management, LLC added | 696,425 | $14M | 1.2% | 2026-Q2 |
| &PARTNERS added | 691,058 | $14M | 1.2% | 2026-Q2 |
| Strategic Financial Group, LLC added | 678,051 | $14M | 1.2% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 571,677 | $12M | 1.0% | 2026-Q2 |
| Legacy Financial Group LLC new | 567,841 | $12M | 1.0% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 539,123 | $11M | 1.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 512,884 | $11M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 499,978 | $10M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 481,288 | $10M | 0.9% | 2026-Q2 |
| MAI Capital Management added | 472,071 | $10M | 0.8% | 2026-Q2 |
| Cornerstone Planning, LLC added | 465,977 | $10M | 0.8% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 449,268 | $9M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC added | 416,112 | $9M | 0.7% | 2026-Q2 |
| Modern Wealth Management, LLC added | 386,808 | $8M | 0.7% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 383,058 | $8M | 0.7% | 2026-Q2 |
| Asset Dedication, LLC added | 380,309 | $8M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 367,639 | $8M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 359,753 | $7M | 0.6% | 2026-Q2 |
| Clearstead Advisors, LLC added | 301,004 | $6M | 0.5% | 2026-Q2 |
| Goepper Burkhardt LLC added | 290,056 | $6M | 0.5% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 277,896 | $6M | 0.5% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 262,405 | $5M | 0.5% | 2026-Q2 |
| BCS Wealth Management added | 251,567 | $5M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 250,398 | $5M | 0.4% | 2026-Q2 |
| NorthAvenue LLC added | 243,608 | $5M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 234,510 | $5M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 206,840 | $4M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 188,157 | $4M | 0.3% | 2026-Q2 |
| Straight Path Wealth Management added | 183,072 | $4M | 0.3% | 2026-Q2 |
| Hills Bank & Trust Co new | 181,433 | $4M | 0.3% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC trimmed | 168,185 | $3M | 0.3% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 162,721 | $3M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 160,942 | $3M | 0.3% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 157,533 | $3M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 154,574 | $3M | 0.3% | 2026-Q2 |
| Carnegie Investment Counsel added | 151,756 | $3M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 150,932 | $3M | 0.3% | 2026-Q2 |
| DAVIS R M INC added | 149,756 | $3M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. new | 141,206 | $3M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 140,244 | $3M | 0.2% | 2026-Q2 |
| Addison Advisors LLC trimmed | 140,019 | $3M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 138,408 | $3M | 0.2% | 2026-Q2 |
| Opulen Financial Group LLC added | 131,647 | $3M | 0.2% | 2026-Q2 |
| Farnam Financial LLC added | 129,178 | $3M | 0.2% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 127,650 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 125,864 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 122,570 | $3M | 0.2% | 2026-Q2 |
| LeClair Wealth Partners LLC added | 120,571 | $2M | 0.2% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC trimmed | 118,200 | $2M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 112,404 | $2M | 0.2% | 2026-Q2 |
| DWM Financial Group, Inc. new | 108,906 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 102,866 | $2M | 0.2% | 2026-Q2 |
| Ellevest, Inc. added | 96,240 | $2M | 0.2% | 2026-Q2 |
| River Wealth Advisors LLC | 94,644 | $2M | 0.2% | 2026-Q2 |
| Colonial Trust Advisors added | 80,622 | $2M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 79,758 | $2M | 0.1% | 2026-Q2 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 78,206 | $2M | 0.1% | 2026-Q2 |
| SAWGRASS ASSET MANAGEMENT LLC trimmed | 77,826 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 76,265 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 76,047 | $2M | 0.1% | 2026-Q2 |
| Independence Bank of Kentucky added | 75,703 | $2M | 0.1% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 70,764 | $1M | 0.1% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 67,926 | $1M | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC added | 65,457 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 63,571 | $1M | 0.1% | 2026-Q2 |
| Heritage Trust Co added | 63,448 | $1M | 0.1% | 2026-Q2 |
| EVERPAR ADVISORS LLC added | 63,159 | $1M | 0.1% | 2026-Q2 |
| Ark Wealth Advisors LLC added | 61,986 | $1M | 0.1% | 2026-Q2 |
| JPL Wealth Management, LLC trimmed | 56,913 | $1M | 0.1% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT trimmed | 56,181 | $1M | 0.1% | 2026-Q2 |
| Redmond Asset Management, LLC added | 53,353 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 53,013 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 50,049 | $1M | 0.1% | 2026-Q2 |
| CVFG LLC added | 48,808 | $1M | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 47,189 | $968K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 46,541 | $955K | 0.1% | 2026-Q2 |
| HEADINVEST, LLC | 43,956 | $902K | 0.1% | 2026-Q2 |
| Oliver Luxxe Assets LLC trimmed | 42,960 | $881K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 42,224 | $866K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 41,251 | $846K | 0.1% | 2026-Q2 |
| FCA CORP /TX added | 40,263 | $826K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 39,687 | $814K | 0.1% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 38,202 | $784K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 34,761 | $713K | 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.