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Institutional Ownership · SEC Form 13F

Who owns BSTP (BSTP)


Which tracked institutional funds hold BSTP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSTP 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.

41
Institutional holders
1,362,226
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened BSTP while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

BSTP’s largest tracked holder by dollar value, D.B. Root & Company, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BSTP 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 41 tracked filers holding BSTP, 16 increased or opened the position and 20 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 BSTP 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 3

  • Cetera Investment Advisers$2M
  • GeoWealth Management, LLC$538K
  • Arlington Capital Management, Inc.$500K

Full exits 1

  • ROVIN CAPITAL /UT/ /ADV$4M

Largest adds

  • OSAIC HOLDINGS, INC.$4M
  • Triton Financial Group Inc$2M
  • OLD MISSION CAPITAL LLC$591K

Largest trims

  • Sunbelt Securities, Inc.$2M
  • COMMONWEALTH EQUITY SERVICES, LLC$804K
  • LPL Financial LLC$642K
  • D.B. Root & Company, LLC$628K
  • PRINCIPAL SECURITIES, INC.$252K
  • ENVESTNET ASSET MANAGEMENT INC$251K

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).

FundSharesReported value% of valueQuarter
D.B. Root & Company, LLC trimmed211,438$8M14.1%2026-Q1
Sunbelt Securities, Inc. trimmed205,710$7M13.7%2026-Q1
OSAIC HOLDINGS, INC. added114,210$4M7.6%2026-Q1
Triton Financial Group Inc added90,353$3M6.1%2026-Q1
Cambridge Advisors Inc. trimmed86,065$3M5.7%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added75,524$3M5.0%2026-Q1
Cetera Investment Advisers added63,539$2M4.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed55,782$2M3.7%2026-Q1
Valtinson Bruner Financial Planning LLC49,786$2M3.3%2026-Q1
Capital Investment Advisory Services, LLC added41,864$2M2.8%2026-Q1
OLD MISSION CAPITAL LLC added38,698$1M2.6%2026-Q1
Vista Cima Wealth Management LLC trimmed32,861$1M2.2%2026-Q1
OFC FINANCIAL PLANNING, LLC trimmed31,840$1M2.1%2026-Q1
Brookstone Capital Management trimmed27,642$995K1.8%2026-Q1
HighTower Advisors, LLC added26,127$941K1.7%2026-Q1
Krilogy Financial LLC trimmed21,880$827K1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed22,937$826K1.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added22,648$816K1.5%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added19,594$706K1.3%2026-Q1
LPL Financial LLC trimmed16,260$585K1.1%2026-Q1
GeoWealth Management, LLC new14,950$538K1.0%2026-Q1
Arlington Capital Management, Inc. new13,896$500K0.9%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed12,472$449K0.8%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC trimmed7,731$294K0.5%2026-Q1
Merit Financial Group, LLC added8,173$294K0.5%2026-Q1
CITADEL ADVISORS LLC trimmed7,636$275K0.5%2026-Q1
Bedel Financial Consulting, Inc. trimmed7,373$265K0.5%2026-Q1
FSA Advisors, Inc. trimmed6,043$218K0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS5,950$214K0.4%2026-Q1
JPMORGAN CHASE & CO added6,035$213K0.4%2026-Q1
Kestra Advisory Services, LLC added5,842$210K0.4%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed5,615$202K0.4%2026-Q1
Aptus Capital Advisors, LLC4,075$147K0.3%2026-Q1
Allworth Financial LP trimmed850$31K0.1%2026-Q1
Steward Partners Investment Advisory, LLC439$16K0.0%2026-Q1
ASSETMARK, INC trimmed280$10K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC45$2K0.0%2026-Q1
AE Wealth Management LLC37$1K0.0%2026-Q1
DHJJ Financial Advisors, Ltd.10$3610.0%2026-Q1
BARCLAYS PLC trimmed10$3600.0%2026-Q1
IFP Advisors, Inc6$2160.0%2026-Q1
ROVIN CAPITAL /UT/ /ADV trimmed102,391$4M7.1%2025-Q4 stale
Freedom Investment Management, Inc. trimmed27,109$936K1.7%2025-Q2 stale
Luminist Capital LLC354$13K0.0%2025-Q4 stale
Financial Gravity Companies, Inc. new94$3K0.0%2025-Q2 stale
UBS Group AG trimmed80$3K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership