Institutional Holders (2026 Q2)
116 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSCX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | NorthAvenue LLC | 3.31% | 219,593 | $4.6M |
| 2 | Virtue Asset Management LLC | 2.97% | 200,790 | $4.2M |
| 3 | Infinity Wealth Counsel, LLC | 2.41% | 141,517 | $3.0M |
| 4 | Ledgewood Wealth Advisors, LLC | 2.19% | 195,591 | $4.1M |
| 5 | BCS Wealth Management | 1.70% | 449,212 | $9.5M |
| 6 | IMA Advisory Services, Inc. | 1.58% | 1,203,208 | $25.3M |
| 7 | Farnam Financial LLC | 1.43% | 93,406 | $2.0M |
| 8 | LeClair Wealth Partners LLC | 1.27% | 116,695 | $2.5M |
| 9 | Addison Advisors LLC | 1.24% | 124,613 | $2.6M |
| 10 | Parkway Wealth Management Group, LLC | 1.17% | 480,088 | $10.1M |
| 11 | Aptus Capital Advisors, LLC | 1.15% | 7,954,221 | $167.5M |
| 12 | Ark Wealth Advisors LLC | 1.13% | 60,295 | $1.3M |
| 13 | Opulen Financial Group LLC | 1.02% | 77,239 | $1.6M |
| 14 | Carroll Advisory Group, LLC | 0.87% | 126,318 | $2.7M |
| 15 | Clark Asset Management, LLC | 0.86% | 519,107 | $10.9M |
| 16 | Clearstead Advisors, LLC | 0.55% | 2,750,934 | $57.9M |
| 17 | Wilkins Miller Wealth Management, LLC | 0.54% | 46,477 | $979K |
| 18 | Nottingham Advisors, INC. | 0.53% | 212,131 | $4.5M |
| 19 | Butensky & Cohen Financial Security, Inc | 0.39% | 73,941 | $1.6M |
| 20 | Asset Dedication, LLC | 0.38% | 286,678 | $6.0M |
| 21 | Cookson Peirce & Co Inc | 0.36% | 516,334 | $10.9M |
| 22 | G2 Capital Management, LLC / Oh | 0.29% | 62,147 | $1.3M |
| 23 | ETF Store, Inc. | 0.26% | 15,036 | $317K |
| 24 | Dover Advisors, LLC | 0.24% | 27,100 | $582K |
| 25 | AA Financial Advisors, LLC | 0.24% | 93,254 | $2.0M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|