Who owns BSCX
Which tracked institutional funds hold BSCX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCX 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 BSCX is one-sided between 2025-Q4 and 2026-Q1: 40 added or opened and 9 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
BSCX’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 1.2% 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 BSCX 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 118 tracked filers holding BSCX, 83 increased or opened the position and 29 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 BSCX 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 7
- JANE STREET GROUP, LLC$4M
- PARK AVENUE SECURITIES LLC$2M
- Avior Wealth Management, LLC$2M
- Ark Wealth Advisors LLC$1M
- Tower Research Capital LLC (TRC)$896K
- Farther Finance Advisors, LLC$851K
Full exits 2
- LeClair Wealth Partners LLC$2M
- J.W. COLE ADVISORS, INC.$557K
Largest adds
- Janney Montgomery Scott LLC$9M
- ROYAL BANK OF CANADA$4M
- MORGAN STANLEY$4M
- Clearstead Advisors, LLC$4M
- RAYMOND JAMES FINANCIAL INC$3M
- LPL Financial LLC$3M
Largest trims
- BCS Wealth Management$10M
- Motley Fool Wealth Management, LLC$3M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$828K
- NorthCrest Asset Manangement, LLC$723K
- AA Financial Advisors, LLC$672K
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 | 7,004,279 | $148M | 20.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,229,513 | $68M | 9.5% | 2026-Q1 |
| Clearstead Advisors, LLC added | 2,662,099 | $56M | 7.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,498,792 | $53M | 7.4% | 2026-Q1 |
| LPL Financial LLC added | 2,004,014 | $42M | 5.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,904,673 | $40M | 5.6% | 2026-Q1 |
| Invesco Ltd. added | 861,568 | $18M | 2.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 829,291 | $18M | 2.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 629,946 | $13M | 1.9% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 543,485 | $11M | 1.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 530,705 | $11M | 1.6% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 496,315 | $10M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 493,669 | $10M | 1.4% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 475,922 | $10M | 1.4% | 2026-Q1 |
| BCS Wealth Management trimmed | 432,811 | $9M | 1.3% | 2026-Q1 |
| Clark Asset Management, LLC added | 423,028 | $9M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 414,450 | $9M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 383,288 | $8M | 1.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 337,138 | $7M | 1.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 313,449 | $7M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 268,288 | $6M | 0.8% | 2026-Q1 |
| Asset Dedication, LLC added | 267,433 | $6M | 0.8% | 2026-Q1 |
| Addison Advisors LLC added | 265,879 | $6M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 237,436 | $5M | 0.7% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 211,723 | $4M | 0.6% | 2026-Q1 |
| NorthAvenue LLC added | 208,260 | $4M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 205,523 | $4M | 0.6% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 205,032 | $4M | 0.6% | 2026-Q1 |
| STEPHENS INC /AR/ added | 201,774 | $4M | 0.6% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 193,173 | $4M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 188,023 | $4M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 164,304 | $3M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 154,329 | $3M | 0.5% | 2026-Q1 |
| VIRTUE ASSET MANAGEMENT LLC added | 152,871 | $3M | 0.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 131,946 | $3M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 128,246 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 126,629 | $3M | 0.4% | 2026-Q1 |
| Infinity Wealth Counsel, LLC added | 124,400 | $3M | 0.4% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 113,599 | $2M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 110,277 | $2M | 0.3% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC added | 108,589 | $2M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 105,995 | $2M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC new | 105,782 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 97,189 | $2M | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC added | 93,284 | $2M | 0.3% | 2026-Q1 |
| Farnam Financial LLC added | 92,984 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG added | 92,703 | $2M | 0.3% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 92,540 | $2M | 0.3% | 2026-Q1 |
| Ellevest, Inc. trimmed | 90,810 | $2M | 0.3% | 2026-Q1 |
| River Wealth Advisors LLC added | 83,964 | $2M | 0.2% | 2026-Q1 |
| SAWGRASS ASSET MANAGEMENT LLC trimmed | 74,652 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 74,391 | $2M | 0.2% | 2026-Q1 |
| Opulen Financial Group LLC added | 72,833 | $2M | 0.2% | 2026-Q1 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 68,322 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 67,048 | $1M | 0.2% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 61,401 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 58,521 | $1M | 0.2% | 2026-Q1 |
| Independence Bank of Kentucky added | 57,828 | $1M | 0.2% | 2026-Q1 |
| DAVIS R M INC added | 55,294 | $1M | 0.2% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 54,872 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 51,203 | $1M | 0.2% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 50,144 | $1M | 0.1% | 2026-Q1 |
| Ark Wealth Advisors LLC new | 47,948 | $1M | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 46,046 | $974K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 256,488 | $950K | 0.1% | 2026-Q1 |
| Wilkins Miller Wealth Management, LLC added | 44,308 | $937K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) new | 42,348 | $896K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 40,215 | $851K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 34,148 | $722K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 32,305 | $683K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 30,189 | $638K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,755 | $587K | 0.1% | 2026-Q1 |
| DOVER ADVISORS, LLC | 27,100 | $573K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 23,635 | $500K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 22,145 | $468K | 0.1% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC | 21,103 | $446K | 0.1% | 2026-Q1 |
| Quartz Partners, LLC | 20,472 | $433K | 0.1% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 19,970 | $422K | 0.1% | 2026-Q1 |
| Allen Capital Group, LLC added | 19,677 | $416K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 18,861 | $399K | 0.1% | 2026-Q1 |
| Redmond Asset Management, LLC added | 18,250 | $386K | 0.1% | 2026-Q1 |
| Heritage Trust Co new | 17,460 | $369K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 16,290 | $345K | 0.0% | 2026-Q1 |
| Legacy Wealth Partners, LLC trimmed | 15,578 | $329K | 0.0% | 2026-Q1 |
| YANKCOM Partnership | 13,792 | $292K | 0.0% | 2026-Q1 |
| Coordinated Financial Services, Inc. added | 12,853 | $272K | 0.0% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. added | 381,016 | $8M | 1.1% | 2025-Q1 stale |
| Kaye Capital Management added | 298,864 | $6M | 0.9% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 186,577 | $4M | 0.6% | 2025-Q3 stale |
| Exchange Capital Management, Inc. trimmed | 161,506 | $3M | 0.5% | 2025-Q2 stale |
| LeClair Wealth Partners LLC new | 110,978 | $2M | 0.3% | 2025-Q4 stale |
| TLWM | 77,537 | $2M | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 60,316 | $1M | 0.2% | 2025-Q3 stale |
| Strategic Financial Concepts, LLC trimmed | 56,314 | $1M | 0.2% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 25,959 | $557K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 24,172 | $512K | 0.1% | 2025-Q2 stale |
| Sterling Financial Group, Inc. trimmed | 23,635 | $507K | 0.1% | 2025-Q3 stale |
| GTS SECURITIES LLC new | 21,499 | $461K | 0.1% | 2025-Q4 stale |
| Diversified Portfolios, Inc. new | 12,865 | $276K | 0.0% | 2025-Q4 stale |
| Coordinated Financial Services, Inc./CO new | 12,595 | $263K | 0.0% | 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.