Who owns BSCY
Which tracked institutional funds hold BSCY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 BSCY is one-sided between 2026-Q1 and 2026-Q2: 37 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
BSCY’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSCY 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 92 tracked filers holding BSCY, 73 increased or opened the position and 22 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 BSCY 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 8
- DWM Financial Group, Inc.$7M
- Savvy Advisors, Inc.$3M
- LeClair Wealth Partners LLC$2M
- Rockefeller Capital Management L.P.$1M
- Lido Advisors, LLC$995K
- J.W. COLE ADVISORS, INC.$971K
Full exits 4
- Janney Montgomery Scott LLC$5M
- Ledgewood Wealth Advisors, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Independent Advisor Alliance$1M
Largest adds
- JANE STREET GROUP, LLC$5M
- CITADEL ADVISORS LLC$5M
- LPL Financial LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
- Modern Wealth Management, LLC$2M
- Clark Asset Management, LLC$2M
Largest trims
- MORGAN STANLEY$6M
- Sanctuary Advisors, LLC$3M
- Addison Advisors LLC$3M
- Atria Investments, Inc$2M
- Equitable Holdings, Inc.$382K
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 | 3,513,762 | $73M | 16.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,876,236 | $59M | 13.8% | 2026-Q2 |
| LPL Financial LLC added | 1,410,677 | $29M | 6.8% | 2026-Q2 |
| UBS Group AG added | 1,323,555 | $27M | 6.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,196,292 | $25M | 5.7% | 2026-Q2 |
| Invesco Ltd. added | 929,003 | $19M | 4.5% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 521,282 | $11M | 2.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 420,637 | $9M | 2.0% | 2026-Q2 |
| Clark Asset Management, LLC added | 404,980 | $8M | 1.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 384,106 | $8M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 363,902 | $8M | 1.7% | 2026-Q2 |
| BCS Wealth Management added | 346,682 | $7M | 1.7% | 2026-Q2 |
| DWM Financial Group, Inc. new | 314,148 | $7M | 1.5% | 2026-Q2 |
| Modern Wealth Management, LLC added | 314,604 | $7M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 293,939 | $6M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 258,153 | $5M | 1.2% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 246,767 | $5M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 244,503 | $5M | 1.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 240,123 | $5M | 1.2% | 2026-Q2 |
| MAI Capital Management added | 229,802 | $5M | 1.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 216,612 | $4M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 208,785 | $4M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 188,296 | $4M | 0.9% | 2026-Q2 |
| Asset Dedication, LLC added | 186,136 | $4M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 164,306 | $3M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 158,649 | $3M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 142,653 | $3M | 0.7% | 2026-Q2 |
| Addison Advisors LLC trimmed | 141,877 | $3M | 0.7% | 2026-Q2 |
| NorthAvenue LLC added | 140,671 | $3M | 0.7% | 2026-Q2 |
| Savvy Advisors, Inc. new | 137,380 | $3M | 0.7% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 123,009 | $3M | 0.6% | 2026-Q2 |
| LeClair Wealth Partners LLC added | 118,822 | $2M | 0.6% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 107,600 | $2M | 0.5% | 2026-Q2 |
| Ellevest, Inc. added | 95,323 | $2M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 92,302 | $2M | 0.4% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 87,578 | $2M | 0.4% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 85,986 | $2M | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 77,526 | $2M | 0.4% | 2026-Q2 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 73,979 | $2M | 0.4% | 2026-Q2 |
| River Wealth Advisors LLC | 73,362 | $2M | 0.4% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 71,515 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 69,456 | $1M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 67,041 | $1M | 0.3% | 2026-Q2 |
| Farnam Financial LLC trimmed | 62,665 | $1M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 55,100 | $1M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 52,500 | $1M | 0.3% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 49,896 | $1M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC new | 48,157 | $995K | 0.2% | 2026-Q2 |
| SAWGRASS ASSET MANAGEMENT LLC added | 47,378 | $979K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 46,993 | $971K | 0.2% | 2026-Q2 |
| FCA CORP /TX new | 46,184 | $954K | 0.2% | 2026-Q2 |
| DAVIS R M INC added | 43,723 | $904K | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 42,246 | $873K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 42,046 | $869K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 41,918 | $866K | 0.2% | 2026-Q2 |
| Independence Bank of Kentucky added | 39,461 | $815K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 35,207 | $728K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 31,883 | $659K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 30,955 | $640K | 0.1% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC added | 29,112 | $602K | 0.1% | 2026-Q2 |
| Opulen Financial Group LLC added | 24,756 | $512K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 23,364 | $483K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 23,156 | $479K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,139 | $475K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 22,055 | $456K | 0.1% | 2026-Q2 |
| Allen Capital Group, LLC added | 20,259 | $419K | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 20,130 | $416K | 0.1% | 2026-Q2 |
| YANKCOM Partnership added | 19,121 | $395K | 0.1% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC added | 18,823 | $389K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 17,833 | $369K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 17,414 | $360K | 0.1% | 2026-Q2 |
| Redmond Asset Management, LLC added | 17,101 | $353K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 16,358 | $338K | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC new | 14,435 | $298K | 0.1% | 2026-Q2 |
| ETF Store, Inc. added | 14,355 | $297K | 0.1% | 2026-Q2 |
| Global Wealth Strategies & Associates trimmed | 13,078 | $270K | 0.1% | 2026-Q2 |
| Legacy Wealth Partners, LLC trimmed | 12,977 | $268K | 0.1% | 2026-Q2 |
| &PARTNERS added | 11,568 | $239K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 11,178 | $231K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 11,125 | $230K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 10,217 | $211K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 9,996 | $207K | 0.0% | 2026-Q2 |
| Davis Capital Management added | 6,621 | $137K | 0.0% | 2026-Q2 |
| Marquette Asset Management, LLC | 4,668 | $96K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 1,335 | $28K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,178 | $24K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 657 | $14K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp new | 497 | $10K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 445 | $9K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 255 | $5K | 0.0% | 2026-Q2 |
| FMR LLC added | 231 | $5K | 0.0% | 2026-Q2 |
| Key Financial Inc | 100 | $2K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC new | 259,076 | $5M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Ledgewood Wealth Advisors, LLC added | 204,212 | $4M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 161,612 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance added | 58,506 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO added | 168,164 | $4M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC | 71,612 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| YARGER WEALTH STRATEGIES, LLC trimmed | 44,972 | $945K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TLWM | 43,362 | $911K | 0.2% | 2025-Q3 stale (3 quarters behind) |
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.