Who owns BSCZ
Which tracked institutional funds hold BSCZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSCZ 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
The tracked-fund tape on BSCZ is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 8 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
BSCZ’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSCZ 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 67 tracked filers holding BSCZ, 55 increased or opened the position and 14 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 BSCZ 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 6
- Savvy Advisors, Inc.$3M
- LeClair Wealth Partners LLC$2M
- Lido Advisors, LLC$995K
- J.W. COLE ADVISORS, INC.$686K
- Concurrent Investment Advisors, LLC$650K
- Rockefeller Capital Management L.P.$512K
Full exits 4
- Sanctuary Advisors, LLC$3M
- MONECO ADVISORS, LLC$1M
- Ledgewood Wealth Advisors, LLC$763K
- HighTower Advisors, LLC$727K
Largest adds
- LPL Financial LLC$3M
- OSAIC HOLDINGS, INC.$2M
- RAYMOND JAMES FINANCIAL INC$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- Clark Asset Management, LLC$1M
- MORGAN STANLEY$1M
Largest trims
- Atria Investments, Inc$2M
- JANE STREET GROUP, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$496K
- CITADEL ADVISORS LLC$434K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 2,089,056 | $43M | 23.6% | 2026-Q2 |
| Invesco Ltd. added | 941,439 | $19M | 10.6% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 542,689 | $11M | 6.1% | 2026-Q2 |
| LPL Financial LLC added | 506,383 | $10M | 5.7% | 2026-Q2 |
| Carolina Wealth Advisors, LLC added | 292,847 | $6M | 3.3% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 244,837 | $5M | 2.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 221,385 | $5M | 2.5% | 2026-Q2 |
| Clark Asset Management, LLC added | 211,938 | $4M | 2.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 189,835 | $4M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 177,600 | $4M | 2.0% | 2026-Q2 |
| Carroll Advisory Group, LLC added | 160,756 | $3M | 1.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 160,610 | $3M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 155,274 | $3M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 145,565 | $3M | 1.6% | 2026-Q2 |
| Savvy Advisors, Inc. new | 136,922 | $3M | 1.5% | 2026-Q2 |
| BCS Wealth Management added | 134,922 | $3M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 133,501 | $3M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 132,956 | $3M | 1.5% | 2026-Q2 |
| LeClair Wealth Partners LLC added | 120,082 | $2M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 114,293 | $2M | 1.3% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 93,610 | $2M | 1.1% | 2026-Q2 |
| Ellevest, Inc. added | 93,307 | $2M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 86,770 | $2M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 77,986 | $2M | 0.9% | 2026-Q2 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 74,316 | $2M | 0.8% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 70,864 | $1M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 65,662 | $1M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 58,373 | $1M | 0.7% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 55,821 | $1M | 0.6% | 2026-Q2 |
| Atria Investments, Inc trimmed | 53,015 | $1M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC new | 48,621 | $995K | 0.5% | 2026-Q2 |
| HUB Investment Partners, LLC added | 45,470 | $931K | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 42,340 | $867K | 0.5% | 2026-Q2 |
| River Wealth Advisors LLC | 41,888 | $860K | 0.5% | 2026-Q2 |
| CFG Wealth Management Services, Inc. | 37,440 | $768K | 0.4% | 2026-Q2 |
| Asset Dedication, LLC added | 36,721 | $752K | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 33,491 | $686K | 0.4% | 2026-Q2 |
| Opulen Financial Group LLC added | 31,810 | $651K | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 31,739 | $650K | 0.4% | 2026-Q2 |
| DAVIS R M INC added | 30,261 | $619K | 0.3% | 2026-Q2 |
| Independence Bank of Kentucky added | 29,023 | $594K | 0.3% | 2026-Q2 |
| NorthAvenue LLC added | 28,890 | $591K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 25,000 | $512K | 0.3% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 19,721 | $404K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,283 | $374K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 18,084 | $370K | 0.2% | 2026-Q2 |
| Addison Advisors LLC added | 16,316 | $334K | 0.2% | 2026-Q2 |
| YANKCOM Partnership added | 16,076 | $329K | 0.2% | 2026-Q2 |
| Redmond Asset Management, LLC added | 15,104 | $309K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,354 | $273K | 0.2% | 2026-Q2 |
| UBS Group AG added | 13,336 | $273K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13,234 | $271K | 0.1% | 2026-Q2 |
| Legacy Wealth Partners, LLC trimmed | 12,977 | $266K | 0.1% | 2026-Q2 |
| SAWGRASS ASSET MANAGEMENT LLC added | 12,500 | $256K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 12,068 | $247K | 0.1% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC | 11,602 | $237K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 11,286 | $231K | 0.1% | 2026-Q2 |
| Davis Capital Management added | 9,147 | $187K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 5,874 | $120K | 0.1% | 2026-Q2 |
| Marquette Asset Management, LLC | 4,735 | $97K | 0.1% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 1,500 | $31K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 1,063 | $22K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp new | 502 | $10K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 450 | $9K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 255 | $5K | 0.0% | 2026-Q2 |
| FMR LLC new | 231 | $5K | 0.0% | 2026-Q2 |
| Key Financial Inc | 100 | $2K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 142,737 | $3M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| MONECO ADVISORS, LLC added | 70,144 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Ledgewood Wealth Advisors, LLC added | 37,206 | $763K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 35,421 | $727K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 17,885 | $367K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 2,643 | $54K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 2,076 | $43K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates added | 1,460 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Smithfield Trust Co | 1,017 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 241,435 | $5M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC new | 68,288 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 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.