Who owns BSCZ (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 22 added or opened and 5 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 gap the other way — the median holder sizes BSCZ more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 63 tracked filers holding BSCZ, 55 increased or opened the position and 9 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 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 5
- CITADEL ADVISORS LLC$3M
- JONES FINANCIAL COMPANIES LLLP$3M
- BANK OF AMERICA CORP /DE/$1M
- Farther Finance Advisors, LLC$850K
- Opulen Financial Group LLC$554K
Full exits 3
- JPMORGAN CHASE & CO$5M
- LeClair Wealth Partners LLC$2M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$38M
- LPL Financial LLC$5M
- STEPHENS INC /AR/$2M
- MORGAN STANLEY$2M
- Carroll Advisory Group, LLC$2M
- JANE STREET GROUP, LLC$1M
Largest trims
- BCS Wealth Management$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$430K
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 | 1,971,715 | $40M | 25.8% | 2026-Q1 |
| Invesco Ltd. added | 891,218 | $18M | 11.7% | 2026-Q1 |
| COOKSON PEIRCE & CO INC trimmed | 536,065 | $11M | 7.0% | 2026-Q1 |
| LPL Financial LLC added | 381,734 | $8M | 5.0% | 2026-Q1 |
| Carolina Wealth Advisors, LLC trimmed | 287,691 | $6M | 3.8% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 198,853 | $4M | 2.6% | 2026-Q1 |
| STEPHENS INC /AR/ added | 165,848 | $3M | 2.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 153,760 | $3M | 2.0% | 2026-Q1 |
| Carroll Advisory Group, LLC added | 146,646 | $3M | 1.9% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 142,737 | $3M | 1.9% | 2026-Q1 |
| Clark Asset Management, LLC added | 138,342 | $3M | 1.8% | 2026-Q1 |
| Atria Investments, Inc trimmed | 135,376 | $3M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 131,187 | $3M | 1.7% | 2026-Q1 |
| BCS Wealth Management trimmed | 121,711 | $2M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 119,591 | $2M | 1.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 115,342 | $2M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 115,057 | $2M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 110,372 | $2M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 101,947 | $2M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 92,719 | $2M | 1.2% | 2026-Q1 |
| Ellevest, Inc. added | 89,668 | $2M | 1.2% | 2026-Q1 |
| Infinity Wealth Counsel, LLC added | 77,370 | $2M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 75,780 | $2M | 1.0% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 70,144 | $1M | 0.9% | 2026-Q1 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC added | 68,233 | $1M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 62,897 | $1M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 59,970 | $1M | 0.8% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 51,585 | $1M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 45,341 | $930K | 0.6% | 2026-Q1 |
| River Wealth Advisors LLC added | 41,888 | $860K | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 41,416 | $850K | 0.5% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC added | 40,084 | $823K | 0.5% | 2026-Q1 |
| CFG Wealth Management Services, Inc. added | 37,440 | $768K | 0.5% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 37,206 | $763K | 0.5% | 2026-Q1 |
| HUB Investment Partners, LLC added | 37,010 | $759K | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 35,421 | $727K | 0.5% | 2026-Q1 |
| Opulen Financial Group LLC new | 26,974 | $554K | 0.4% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 19,476 | $400K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 17,885 | $367K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 17,746 | $364K | 0.2% | 2026-Q1 |
| Independence Bank of Kentucky new | 17,545 | $360K | 0.2% | 2026-Q1 |
| DAVIS R M INC added | 16,874 | $346K | 0.2% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 16,285 | $334K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 16,116 | $331K | 0.2% | 2026-Q1 |
| YANKCOM Partnership added | 13,410 | $275K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 13,234 | $272K | 0.2% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC added | 11,602 | $238K | 0.2% | 2026-Q1 |
| SAWGRASS ASSET MANAGEMENT LLC | 11,600 | $238K | 0.2% | 2026-Q1 |
| Redmond Asset Management, LLC new | 11,261 | $231K | 0.1% | 2026-Q1 |
| UBS Group AG new | 10,515 | $216K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 9,543 | $196K | 0.1% | 2026-Q1 |
| Asset Dedication, LLC new | 8,731 | $179K | 0.1% | 2026-Q1 |
| NorthAvenue LLC new | 7,939 | $163K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 6,777 | $139K | 0.1% | 2026-Q1 |
| Davis Capital Management added | 6,769 | $139K | 0.1% | 2026-Q1 |
| Marquette Asset Management, LLC added | 4,735 | $97K | 0.1% | 2026-Q1 |
| Addison Advisors LLC new | 2,881 | $59K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC new | 2,643 | $54K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 2,076 | $43K | 0.0% | 2026-Q1 |
| Global Wealth Strategies & Associates added | 1,460 | $30K | 0.0% | 2026-Q1 |
| Smithfield Trust Co | 1,017 | $21K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 450 | $9K | 0.0% | 2026-Q1 |
| Key Financial Inc new | 100 | $2K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 241,435 | $5M | 3.2% | 2025-Q4 stale |
| LeClair Wealth Partners LLC new | 112,532 | $2M | 1.5% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 68,288 | $1M | 0.9% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 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.