% of shares outstanding is not shown for BCUS: 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 withheld — no market cap for BCUS in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 1,134,1021.1M | $36M | — | — |
| 2 | Envestnet Portfolio Solutions, Inc. | 474,902474,902 | $15M | — | ADD 21% |
| 3 | Israel Discount Bank of New York | 13,11513,115 | $418,893 | — | — |
| 4 | IFP Advisors, Inc | 3,5463,546 | $113,259 | — | — |
| 5 | POM Investment Strategies, LLC | 1,2361,236 | $39,481 | — | — |
| 6 | Farther Finance Advisors, LLC | 613613 | $19,794 | — | — |
| 7 | CoreCap Advisors, LLC | 240240 | $7,666 | — | NEW |
| 8 | JPMORGAN CHASE & CO | 3131 | $957 | — | NEW |
| 9 | First Command Advisory Services, Inc. | 77 | $224 | — | — |
| 10 | UBS Group AG | 22 | $64 | — | TRIM -99% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Investment Group, LLC | 1.3M | 51K | 61K | 1.7M | 1.1M | 1.1M | $36M |
| Envestnet Portfolio Solutions, Inc. | — | — | — | — | 392K | 475K | $15M |
| Israel Discount Bank of New York | 1.2M | 1.3M | — | 9K | 13K | 13K | $418,893 |
| IFP Advisors, Inc | 4K | 4K | 4K | 4K | 4K | 4K | $113,259 |
| POM Investment Strategies, LLC | — | — | — | 82 | 1K | 1K | $39,481 |
| Farther Finance Advisors, LLC | 1K | 614 | 614 | 613 | 613 | 613 | $19,794 |
| CoreCap Advisors, LLC | — | — | — | — | — | 240 | $7,666 |
| JPMORGAN CHASE & CO | — | — | — | 2K | — | 31 | $957 |
| First Command Advisory Services, Inc. | — | — | — | — | 7 | 7 | $224 |
| UBS Group AG | 103 | 1K | 903 | 124 | 135 | 2 | $64 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 10 | 1,627,794 | — | $52M |
| 2025-Q4 | 9 | 1,542,765 | — | $50M |
| 2025-Q3 | 11 | 1,781,918 | — | $58M |
| 2025-Q2 | 6 | 136,385 | — | $4M |
| 2025-Q1 | 9 | 1,482,297 | — | $43M |
| 2024-Q4 | 9 | 2,471,676 | — | $75M |
| 2024-Q3 | 5 | 2,113,781 | — | $65M |
| 2024-Q2 | 4 | 1,203,262 | — |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | +83,108 | $3M | ADD |
| Strategic Wealth Investment Group, LLC | +15,549 | $496,635 | — |
| Israel Discount Bank of New York | +253 | $8,081 | — |
| CoreCap Advisors, LLC | +240 | $7,666 | OPEN |
| JPMORGAN CHASE & CO | +31 | $990 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −14,019 | $447,767 | CLOSE |
| UBS Group AG | −133 | $4,248 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| $34M |
| 2024-Q1 | 1 | 144 | — | $4,140 |
| 2023-Q4 | 3 | 89,182 | — | $2M |
