BSCU Institutional Ownership
Who owns BSCU and what the big funds did with it last quarter, from every SEC 13F filing. 310 funds reported holding BSCU at Jun 30, 2026.
- ▲207 buying vs 76 selling
- ▲Shares held by funds +5.4%
- ▲Funds holding +10
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 310 | 300 | +3.3% |
| In funds' top 10 | 11 | 13 | −15.4% |
| 13F shares | 128M | 122M | +5.4% |
| Held by funds | – | – | – |
| New positions | 32 | 39 | −17.9% |
| Increased | 175 | 184 | −4.9% |
| Reduced | 61 | 36 | +69.4% |
| Sold out | 15 | 12 | +25.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in BSCU
All superinvestors →
Who owns BSCU
share of fund held shares- Index and passive funds3.7%
- Active managers and hedge funds64.4%
- Banks and brokers31.8%
- Pensions, insurers and other0.1%
The top 10 holders own 47.3% of all BSCU shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
254 funds changed their position- Fusion Family Wealth, LLCNew+2.9M sh
- Lido Advisors, LLCTrimmed−1.7M sh
- Focus Partners WealthNew+1M sh
- Raymond James Financial IncAdded+783K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−671K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 10.9M | $182M | +225K |
| 2 | Aptus Capital Advisors, LLC | – | 9.4M | $156M | +163K |
| 3 | Lido Advisors, LLC | – | 8.4M | $139M | −78K |
| 4 | Waverly Advisors, LLC | – | 5.6M | $92.8M | +5.5M |
| 5 | LPL Financial LLC | – | 5.5M | $92.3M | +423K |
| 6 | Raymond James Financial Inc | – | 5.5M | $92.1M | +384K |
| 7 | Invesco Ltd. | – | 4.7M | $78.3M | +300K |
| 8 | Clearstead Advisors, LLC | – | 3.9M | $65.1M | +90K |
| 9 | Wells Fargo & Company/mn | – | 3.5M | $59M | +287K |
| 10 | Atlantic Union Bankshares Corp | – | 3.2M | $53.3M | +594K |
- Waverly Advisors, LLC+5.5M sh+$92.3M
- Shufro Rose & Co LLC+1.5M sh+$25.7M
- Cambridge Investment Research Advisors, Inc.+789K sh+$13.1M
- Atlantic Union Bankshares Corp+594K sh+$9.9M
- Apollon Wealth Management, LLC+557K sh+$9.3M
- LPL Financial LLC+423K sh+$7M
- Kestra Advisory Services, LLC+419K sh+$7M
- Kathmere Capital Management, LLC+391K sh+$6.5M
- Hills Bank & Trust Co−1.6M sh−$26.2M
- Motley Fool Wealth Management, LLC−1M sh−$17.3M
- Focus Partners Wealth−960K sh−$16M
- Independent Advisor Alliance−509K sh−$8.5M
- Souders Financial Advisors−244K sh−$4.1M
- Citadel Advisors LLC−214K sh−$3.6M
- Addison Advisors LLC−179K sh−$3M
- Sanctuary Advisors, LLC−154K sh−$2.6M
BSCU institutional ownership FAQ
Who owns the most BSCU stock?
In Q2 2026 13F filings the largest holder of BSCU was Morgan Stanley, followed by Aptus Capital Advisors, LLC and Lido Advisors, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of BSCU is owned by institutions?
310 funds reported holding 128M BSCU shares at Jun 30, 2026.
Are hedge funds buying BSCU?
In Q2 2026, 207 funds bought BSCU (32 of them new positions) and 76 sold (15 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for BSCU is bullish.
What is BSCU's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BSCU ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.