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Who owns BSCUWhat BSCU owns — n/a

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Institutional ownership of BSCU from SEC Form 13F filings across 165 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

165

13F holders

$1.62B

value, 2026 filers

62.7%

of shares outstanding (99.6M sh)

26

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BSCU's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY10.9M$181.6M0.0%6.9%+2.1%
2Aptus Capital Advisors, LLC9.4M$156.3M1.1%5.9%+1.8%
3Lido Advisors, LLC8.4M$139.1M0.4%5.3%-0.9%
4Waverly Advisors, LLC5.6M$92.8M0.5%3.5%+21913.5%
5LPL Financial LLC5.5M$92.3M0.0%3.5%+8.3%
6RAYMOND JAMES FINANCIAL INC5.5M$92.1M0.0%3.5%+7.5%
7Invesco Ltd.4.7M$78.3M0.0%3%+6.8%
8Clearstead Advisors, LLC3.9M$65.1M0.6%2.5%+2.4%
9WELLS FARGO & COMPANY/MN3.5M$59.0M0.0%2.2%+8.8%
10Atlantic Union Bankshares Corp3.2M$53.3M0.9%2%+22.8%
11BANK OF AMERICA CORP /DE/2.9M$48.9M0.0%1.8%+5.6%
12ROYAL BANK OF CANADA2.8M$46.9M0.0%1.8%+6.7%
13UBS Group AG2.4M$40.8M0.0%1.5%+10.5%
14&PARTNERS2.0M$32.7M0.1%1.2%+2.8%
15Brookstone Capital Management1.8M$30.0M0.3%1.1%-5.4%
16MAI Capital Management1.7M$28.9M0.1%1.1%+3.8%
17IMA Advisory Services, Inc.1.6M$26.3M1.6%1%+9.0%
18MONECO ADVISORS, LLC1.5M$25.6M1.6%1%+8.2%
19Cambridge Investment Research Advisors, Inc.1.5M$24,6480.1%0.9%+113.9%
20Baird Financial Group, Inc.1.3M$21.8M0.0%0.8%+30.8%
21ENVESTNET ASSET MANAGEMENT INC1.3M$21.6M0.0%0.8%+13.8%
22Kestra Advisory Services, LLC876,869$14.6M0.0%0.6%+91.5%
23MML INVESTORS SERVICES, LLC850,723$14.2M0.0%0.5%+24.5%
24OSAIC HOLDINGS, INC.797,789$13.3M0.0%0.5%+4.6%
25Asset Dedication, LLC737,920$12.3M0.8%0.5%+2.9%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.