% of shares outstanding is not shown for BCPL: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for BCPL in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 12,495,03212.5M | $310M | — | NEW |
| 2 | Cetera Investment Advisers | 123,774123,774 | $3M | — | NEW |
| 3 | Capital Analysts, LLC | 43,01943,019 | $1M | — | NEW |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 23,55223,552 | $584,090 | — | NEW |
| 5 | RAYMOND JAMES FINANCIAL INC | 23,15323,153 | $574,206 | — | NEW |
| 6 | STIFEL FINANCIAL CORP | 16,52216,522 | $409,753 | — | NEW |
| 7 | JANE STREET GROUP, LLC | 11,53911,539 | $286,173 | — | NEW |
| 8 | Creative Planning | 10,86910,869 | $269,557 | — | NEW |
| 9 | Rockefeller Capital Management L.P. | 9,4809,480 | $235,109 | — | NEW |
| 10 | OLD MISSION CAPITAL LLC | 8,9238,923 | $221,294 | — | NEW |
| 11 | MORGAN STANLEY | 8,7628,762 | $217,302 | — | NEW |
| 12 | Clearstead Advisors, LLC | 4,0684,068 | $100,889 | — | NEW |
| 13 | WELLS FARGO & COMPANY/MN | 3,3373,337 | $82,759 | — | NEW |
| 14 | BESSEMER GROUP INC | 230230 | $6,000 | — | NEW |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Bank of New York Mellon Corp | +12,495,032 | $310M | OPEN |
| Cetera Investment Advisers | +123,774 | $3M | OPEN |
| Capital Analysts, LLC | +43,019 | $1M | OPEN |
| PNC FINANCIAL SERVICES GROUP, INC. | +23,552 | $584,101 | OPEN |
| RAYMOND JAMES FINANCIAL INC | +23,153 | $574,206 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| No filer reduced its position this quarter. | |||
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | — | — | — | — | — | 12.5M | $310M |
| Cetera Investment Advisers | — | — | — | — | — | 124K | $3M |
| Capital Analysts, LLC | — | — | — | — | — | 43K | $1M |
| PNC FINANCIAL SERVICES GROUP, INC. | — | — | — | — | — | 24K | $584,090 |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | — | 23K | $574,206 |
| STIFEL FINANCIAL CORP | — | — | — | — | — | 17K | $409,753 |
| JANE STREET GROUP, LLC | — | — | — | — | — | 12K | $286,173 |
| Creative Planning | — | — | — | — | — | 11K | $269,557 |
| Rockefeller Capital Management L.P. | — | — | — | — | — | 9K | $235,109 |
| OLD MISSION CAPITAL LLC | — | — | — | — | — | 9K | $221,294 |
| MORGAN STANLEY | — | — | — | — | — | 9K | $217,302 |
| Clearstead Advisors, LLC | — | — | — | — | — | 4K | $100,889 |
| WELLS FARGO & COMPANY/MN | — | — | — | — | — | 3K | $82,759 |
| BESSEMER GROUP INC | — | — | — | — | — | 230 | $6,000 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
