% of shares outstanding is not shown for BSCQ: 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 BSCQ 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 | Lido Advisors, LLC | 53,572,23653.6M | $1.0B | — | TRIM -7% |
| 2 | LPL Financial LLC | 7,850,6597.9M | $153M | — | ADD 3% |
| 3 | WELLS FARGO & COMPANY/MN | 6,914,1196.9M | $135M | — | TRIM -2% |
| 4 | MORGAN STANLEY | 5,958,0656.0M | $116M | — | TRIM -19% |
| 5 | BANK OF AMERICA CORP /DE/ | 4,116,2854.1M | $80M | — | TRIM -23% |
| 6 | Invesco Ltd. | 3,694,1333.7M | $72M | — | ADD 6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 3,547,5993.5M | $69M | — | TRIM -24% |
| 8 | Hills Bank & Trust Co | 2,922,8542.9M | $57M | — | ADD 4% |
| 9 | UBS Group AG | 2,655,6802.7M | $52M | — | TRIM -63% |
| 10 | MAI Capital Management | 2,613,7912.6M | $51M | — | TRIM -5% |
| 11 | MML INVESTORS SERVICES, LLC | 2,423,6812.4M | $47M | — | TRIM -8% |
| 12 | Fusion Family Wealth, LLC | 2,326,2052.3M | $45M | — | ADD 6% |
| 13 | AMERIPRISE FINANCIAL INC | 2,122,6972.1M | $41M | — | TRIM -6% |
| 14 | OSAIC HOLDINGS, INC. | 1,834,8981.8M | $36M | — | — |
| 15 | ROYAL BANK OF CANADA | 1,715,8261.7M | $34M | — | ADD 3% |
| 16 | TLWM | 1,702,7361.7M | $33M | — | ADD 8% |
| 17 | Brookstone Capital Management | 1,531,7341.5M | $30M | — | — |
| 18 | SNS Financial Group, LLC | 1,502,5931.5M | $29M | — | TRIM -17% |
| 19 | Focus Partners Wealth | 1,458,5741.5M | $28M | — | ADD 132% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1,375,7021.4M | $27M | — | ADD 10% |
| 21 | Asset Dedication, LLC | 1,359,2891.4M | $27M | — | TRIM -4% |
| 22 | MONECO ADVISORS, LLC | 1,358,8451.4M | $27M | — | ADD 2% |
| 23 | Hudson Capital Management LLC | 1,313,8921.3M | $26M | — | ADD 5% |
| 24 | Ironwood Wealth Management, LLC. | 1,063,8681.1M | $21M | — | — |
| 25 | Clark Asset Management, LLC | 1,051,9751.1M | $21M | — | ADD 15% |
| 26 | DAVIS R M INC | 1,040,8321.0M | $20M | — | TRIM -22% |
| 27 | KIRR MARBACH & CO LLC /IN/ | 1,022,1431.0M | $20M | — | — |
| 28 | SHUFRO ROSE & CO LLC | 1,021,5131.0M | $20M | — | TRIM -14% |
| 29 | Baird Financial Group, Inc. | 907,602907,602 | $18M | — | TRIM -14% |
| 30 | Thrivent Financial for Lutherans | 877,413877,413 | $17M | — | TRIM -3% |
| 31 | Cornerstone Wealth Management, LLC | 771,743771,743 | $15M | — | ADD 9% |
| 32 | IFS Advisors, LLC | 759,178759,178 | $15M | — | — |
| 33 | Cetera Investment Advisers | 716,112716,112 | $14M | — | ADD 16% |
| 34 | Kestra Advisory Services, LLC | 711,405711,405 | $14M | — | ADD 23% |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 707,308707,308 | $14M | — | ADD 3% |
| 36 | Atlantic Union Bankshares Corp | 700,055700,055 | $14M | — | ADD 6% |
| 37 | St. Louis Financial Planners Asset Management, LLC | 699,745699,745 | $14M | — | ADD 15% |
| 38 | STIFEL FINANCIAL CORP | 693,481693,481 | $14M | — | TRIM -12% |
| 39 | KESTRA PRIVATE WEALTH SERVICES, LLC | 633,761633,761 | $12M | — | ADD 12% |
| 40 | Legacy Private Trust Co. | 619,032619,032 | $12M | — | TRIM -12% |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 612,918612,918 | $12M | — | ADD 20% |
| 42 | Goepper Burkhardt LLC | 612,857612,857 | $12M | — | ADD 11% |
| 43 | Sanctuary Advisors, LLC | 603,532603,532 | $12M | — | ADD 11% |
| 44 | Cambridge Investment Research Advisors, Inc. | 572,817572,817 | $11M | — | TRIM -30% |
| 45 | BCS Wealth Management | 532,800532,800 | $10M | — | TRIM -51% |
| 46 | CVFG LLC | 521,129521,129 | $10M | — | NEW |
| 47 | JONES FINANCIAL COMPANIES LLLP | 498,192498,192 | $10M | — | ADD 15% |
| 48 | Independent Advisor Alliance | 493,875493,875 | $10M | — | NEW |
| 49 | Straight Path Wealth Management | 482,655482,655 | $9M | — | TRIM -2% |
| 50 | Lantz Financial LLC | 474,538474,538 | $9M | — | ADD 5% |
| 51 | HENGEHOLD CAPITAL MANAGEMENT LLC | 468,843468,843 | $9M | — | ADD 4% |
| 52 | EVEXIA WEALTH LLC | 446,410446,410 | $9M | — | ADD 16% |
| 53 | Sound Stewardship, LLC | 431,176431,176 | $8M | — | ADD 3% |
| 54 | Red Spruce Capital, LLC | 425,612425,612 | $8M | — | TRIM -19% |
| 55 | WLTH Capital Management, LLC | 424,988424,988 | $8M | — | ADD 4% |
| 56 | HighTower Advisors, LLC | 423,872423,872 | $8M | — | ADD 10% |
| 57 | MGO ONE SEVEN LLC | 421,652421,652 | $8M | — | ADD 4% |
| 58 | Private Advisor Group, LLC | 417,575417,575 | $8M | — | ADD 19% |
| 59 | CAPTRUST FINANCIAL ADVISORS | 417,495417,495 | $8M | — | ADD 5% |
| 60 | Marietta Wealth Management, LLC | 385,203385,203 | $8M | — | ADD 5% |
| 61 | FCA CORP /TX | 384,376384,376 | $8M | — | TRIM -5% |
| 62 | Krilogy Financial LLC | 375,534375,534 | $7M | — | ADD 7% |
| 63 | Ironwood Financial, llc | 364,152364,152 | $7M | — | TRIM -19% |
| 64 | J. Team Financial, Inc. | 362,289362,289 | $7M | — | ADD 5% |
| 65 | Cornerstone Planning, LLC | 359,514359,514 | $7M | — | TRIM -52% |
| 66 | KICKSTAND VENTURES, LLC. | 354,908354,908 | $7M | — | TRIM -57% |
| 67 | Meriwether Wealth & Planning, LLC | 352,881352,881 | $7M | — | ADD 12% |
| 68 | STEEL GROVE CAPITAL ADVISORS, LLC | 348,410348,410 | $7M | — | — |
| 69 | MILESTONE ASSET MANAGEMENT, LLC | 337,543337,543 | $7M | — | ADD 15% |
| 70 | Ledgewood Wealth Advisors, LLC | 330,526330,526 | $6M | — | ADD 5% |
| 71 | Colonial Trust Advisors | 327,855327,855 | $6M | — | — |
| 72 | TFR Capital, LLC. | 319,873319,873 | $6M | — | ADD 53% |
| 73 | AA Financial Advisors, LLC | 309,381309,381 | $6M | — | ADD 4% |
| 74 | Carroll Advisory Group, LLC | 308,699308,699 | $6M | — | ADD 21% |
| 75 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 302,569302,569 | $6M | — | ADD 12% |
| 76 | Farnam Financial LLC | 289,886289,886 | $6M | — | ADD 10% |
| 77 | HOWARD WEALTH MANAGEMENT, LLC | 289,707289,707 | $6M | — | ADD 3% |
| 78 | Modern Wealth Management, LLC | 284,807284,807 | $6M | — | — |
| 79 | Paradiem, LLC | 282,597282,597 | $6M | — | ADD 143% |
| 80 | BENJAMIN EDWARDS INC | 279,907279,907 | $5M | — | ADD 70% |
| 81 | Integrated Wealth Concepts LLC | 276,986276,986 | $5M | — | ADD 23% |
| 82 | Trilogy Capital Inc. | 276,773276,773 | $5M | — | ADD 6% |
| 83 | Souders Financial Advisors | 276,045276,045 | $5M | — | — |
| 84 | Geneos Wealth Management Inc. | 266,934266,934 | $5M | — | ADD 4% |
| 85 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 255,488255,488 | $5M | — | TRIM -8% |
| 86 | EP Wealth Advisors, LLC | 252,927252,927 | $5M | — | TRIM -3% |
| 87 | VAUGHAN DAVID INVESTMENTS LLC/IL | 252,668252,668 | $5M | — | TRIM -2% |
| 88 | Ark Wealth Advisors LLC | 251,445251,445 | $5M | — | TRIM -29% |
| 89 | Allworth Financial LP | 250,363250,363 | $5M | — | — |
| 90 | NorthAvenue LLC | 247,019247,019 | $5M | — | ADD 9% |
| 91 | Leo Wealth, LLC | 237,498237,498 | $5M | — | TRIM -5% |
| 92 | CRA Financial Services, LLC | 237,161237,161 | $5M | — | ADD 14% |
| 93 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 234,908234,908 | $5M | — | ADD 1195% |
| 94 | Ellevest, Inc. | 234,002234,002 | $5M | — | — |
| 95 | &PARTNERS | 233,502233,502 | $5M | — | — |
| 96 | Livet Wealth, LLC | 233,171233,171 | $5M | — | TRIM -6% |
| 97 | Horizons Wealth Management | 214,225214,225 | $4M | — | ADD 3% |
| 98 | GUARDIAN WEALTH ADVISORS, LLC / NC | 201,253201,253 | $4M | — | — |
| 99 | AlphaStar Capital Management, LLC | 200,802200,802 | $4M | — | ADD 3% |
| 100 | WEBSTER BANK, N. A. | 200,351200,351 | $4M | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | 62.6M | 63.1M | 62.0M | 52.6M | 57.6M | 53.6M | $1.0B |
| LPL Financial LLC | 5.6M | 6.3M | 6.6M | 7.4M | 7.6M | 7.9M | $153M |
| WELLS FARGO & COMPANY/MN | 7.0M | 7.2M | 7.4M | 7.4M | 7.1M | 6.9M | $135M |
| MORGAN STANLEY | 6.9M | 7.0M | 7.2M | 7.2M | 7.4M | 6.0M | $116M |
| BANK OF AMERICA CORP /DE/ | 4.8M | 5.0M | 5.0M | 5.2M | 5.3M | 4.1M | $80M |
| Invesco Ltd. | 2.3M | 2.6M | 3.0M | 3.4M | 3.5M | 3.7M | $72M |
| RAYMOND JAMES FINANCIAL INC | 5.4M | 4.3M | 4.3M | 4.5M | 4.6M | 3.5M | $69M |
| Hills Bank & Trust Co | 2.6M | 2.7M | 2.7M | 2.8M | 2.8M | 2.9M | $57M |
| UBS Group AG | 10.3M | 9.7M | 8.0M | 7.4M | 7.1M | 2.7M | $52M |
| MAI Capital Management | 2.4M | 2.6M | 2.5M | 2.5M | 2.8M | 2.6M | $51M |
| MML INVESTORS SERVICES, LLC | 1.7M | 1.8M | 2.1M | 2.3M | 2.6M | 2.4M | $47M |
| Fusion Family Wealth, LLC | 1.7M | 1.7M | 1.8M | 1.8M | 2.2M | 2.3M | $45M |
| AMERIPRISE FINANCIAL INC | 2.0M | 1.8M | 1.9M | 2.1M | 2.2M | 2.1M | $41M |
| OSAIC HOLDINGS, INC. | 1.3M | 1.6M | 1.8M | 1.8M | 1.8M | 1.8M | $36M |
| ROYAL BANK OF CANADA | 1.2M | 1.3M | 2.8M | 1.5M | 1.7M | 1.7M | $34M |
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.
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 | |
|---|---|---|---|
| Focus Partners Wealth | +830,583 | $16M | ADD |
| CVFG LLC | +521,129 | $10M | OPEN |
| Independent Advisor Alliance | +493,875 | $10M | OPEN |
| Invesco Ltd. | +218,145 | $4M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +216,772 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | −4,465,263 | $87M | TRIM |
| Lido Advisors, LLC | −4,007,284 | $78M | TRIM |
| MORGAN STANLEY | −1,414,342 | $28M | TRIM |
| BANK OF AMERICA CORP /DE/ | −1,227,626 | $24M | TRIM |
| RAYMOND JAMES FINANCIAL INC | −1,092,331 | $21M | 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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 403 | 165,296,882 | — | $3.2B |
| 2025-Q4 | 417 | 181,357,720 | — | $3.5B |
| 2025-Q3 | 391 | 169,918,088 | — | $3.3B |
| 2025-Q2 | 395 | 179,648,906 | — | $3.5B |
| 2025-Q1 | 393 | 181,090,079 | — | $3.5B |
| 2024-Q4 | 366 | 181,234,706 | — | $3.5B |
| 2024-Q3 | 337 | 158,950,059 | — | $3.1B |
| 2024-Q2 | 320 | 140,906,856 | — | $2.7B |
| 2024-Q1 | 312 | 133,172,288 | — | $2.6B |
| 2023-Q4 | 304 | 97,675,783 | — | $1.9B |
| 2023-Q3 | 275 | 82,039,079 | — | $1.5B |
| 2023-Q2 | 268 | 79,285,560 | — | $1.5B |
| 2023-Q1 | 252 | 71,405,743 | — | $1.4B |
| 2022-Q4 | 246 | 58,907,147 | — | $1.1B |
| 2022-Q3 | 210 | 47,426,583 | — | $893M |
| 2022-Q2 | 178 | 41,694,106 | — | $804M |
| 2022-Q1 | 154 | 29,135,200 | — | $581M |
| 2021-Q4 | 141 | 22,040,968 | — | $466M |
| 2021-Q3 | 125 | 17,432,864 | — | $374M |
| 2021-Q2 | 115 | 15,785,081 | — | $340M |
| 2021-Q1 | 103 | 12,089,626 | — | $258M |
| 2020-Q4 | 92 | 9,636,197 | — | $211M |
| 2020-Q3 | 77 | 7,875,606 | — | $170M |
| 2020-Q2 | 80 | 7,108,214 | — | $152M |
| 2020-Q1 | 75 | 5,134,629 | — | $101M |
| 2019-Q4 | 71 | 4,093,879 | — | $83M |
| 2019-Q3 | 58 | 2,943,832 | — | $60M |
| 2019-Q2 | 49 | 3,001,447 | — | $61M |
| 2019-Q1 | 44 | 2,050,814 | — | $40M |
| 2018-Q4 | 42 | 2,116,107 | — | $39M |
| 2018-Q3 | 31 | 2,565,207 | — | $48M |
| 2018-Q2 | 26 | 2,378,250 | — | $44M |
| 2018-Q1 | 1 | 22,503 | — | $427,782 |
| 2017-Q4 | 1 | 9,803 | — | $193,119 |
| 2017-Q3 | 1 | 5,166 | — | $102,132 |
