% of shares outstanding is not shown for BSCR: 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 BSCR 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 | 70,691,92570.7M | $1.4B | — | ADD 6% |
| 2 | MORGAN STANLEY | 10,310,73210.3M | $202M | — | — |
| 3 | UBS Group AG | 8,230,6098.2M | $162M | — | ADD 95% |
| 4 | WELLS FARGO & COMPANY/MN | 7,284,0867.3M | $143M | — | — |
| 5 | LPL Financial LLC | 7,170,9927.2M | $141M | — | ADD 6% |
| 6 | RAYMOND JAMES FINANCIAL INC | 6,036,1346.0M | $118M | — | ADD 42% |
| 7 | BANK OF AMERICA CORP /DE/ | 5,588,5005.6M | $110M | — | ADD 11% |
| 8 | Invesco Ltd. | 3,693,5133.7M | $72M | — | ADD 7% |
| 9 | MAI Capital Management | 3,055,5623.1M | $60M | — | ADD 5% |
| 10 | Hills Bank & Trust Co | 2,649,1282.6M | $52M | — | ADD 5% |
| 11 | ROYAL BANK OF CANADA | 2,390,3392.4M | $47M | — | ADD 30% |
| 12 | Avior Wealth Management, LLC | 2,202,3662.2M | $43M | — | TRIM -7% |
| 13 | SNS Financial Group, LLC | 1,914,5031.9M | $38M | — | ADD 5% |
| 14 | MML INVESTORS SERVICES, LLC | 1,808,2891.8M | $35M | — | TRIM -6% |
| 15 | DAVIS R M INC | 1,725,7941.7M | $34M | — | ADD 4% |
| 16 | Brookstone Capital Management | 1,512,6781.5M | $30M | — | — |
| 17 | MONECO ADVISORS, LLC | 1,370,8721.4M | $27M | — | ADD 5% |
| 18 | TLWM | 1,315,6561.3M | $26M | — | ADD 8% |
| 19 | OSAIC HOLDINGS, INC. | 1,311,4921.3M | $26M | — | ADD 9% |
| 20 | Anchor Investment Management, LLC | 1,229,7431.2M | $24M | — | — |
| 21 | Clark Asset Management, LLC | 1,188,8471.2M | $23M | — | ADD 19% |
| 22 | Atlantic Union Bankshares Corp | 1,185,4951.2M | $23M | — | ADD 7% |
| 23 | STIFEL FINANCIAL CORP | 1,180,1221.2M | $23M | — | — |
| 24 | Cambridge Investment Research Advisors, Inc. | 1,149,2541.1M | $23M | — | ADD 5% |
| 25 | Thrivent Financial for Lutherans | 1,124,9271.1M | $22M | — | TRIM -28% |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 1,065,5991.1M | $21M | — | ADD 16% |
| 27 | AMERIPRISE FINANCIAL INC | 1,065,5041.1M | $21M | — | TRIM -6% |
| 28 | CAPTRUST FINANCIAL ADVISORS | 999,758999,758 | $20M | — | — |
| 29 | Baird Financial Group, Inc. | 942,629942,629 | $18M | — | TRIM -11% |
| 30 | Legacy Financial Group LLC | 926,547926,547 | $18M | — | — |
| 31 | Cornerstone Wealth Management, LLC | 850,379850,379 | $17M | — | ADD 9% |
| 32 | Asset Dedication, LLC | 842,024842,024 | $17M | — | TRIM -5% |
| 33 | Independent Advisor Alliance | 838,926838,926 | $16M | — | NEW |
| 34 | Cetera Investment Advisers | 803,989803,989 | $16M | — | ADD 77% |
| 35 | OLD SECOND NATIONAL BANK OF AURORA | 796,038796,038 | $16M | — | ADD 91% |
| 36 | KIRR MARBACH & CO LLC /IN/ | 772,551772,551 | $15M | — | ADD 2% |
| 37 | Focus Partners Wealth | 677,778677,778 | $13M | — | ADD 5% |
| 38 | Janney Montgomery Scott LLC | 658,730658,730 | $13M | — | TRIM -14% |
| 39 | Goepper Burkhardt LLC | 640,877640,877 | $13M | — | ADD 11% |
| 40 | KESTRA PRIVATE WEALTH SERVICES, LLC | 600,970600,970 | $12M | — | ADD 39% |
| 41 | Sanctuary Advisors, LLC | 591,655591,655 | $12M | — | ADD 15% |
| 42 | COOKSON PEIRCE & CO INC | 564,899564,899 | $11M | — | — |
| 43 | CENTRAL VALLEY ADVISORS, LLC | 550,755550,755 | $11M | — | ADD 8% |
| 44 | Ledgewood Wealth Advisors, LLC | 547,416547,416 | $11M | — | ADD 7% |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 542,892542,892 | $11M | — | ADD 7% |
| 46 | Straight Path Wealth Management | 541,776541,776 | $11M | — | ADD 5% |
| 47 | AA Financial Advisors, LLC | 536,210536,210 | $11M | — | TRIM -16% |
| 48 | JONES FINANCIAL COMPANIES LLLP | 534,314534,314 | $10M | — | ADD 29% |
| 49 | Red Spruce Capital, LLC | 522,187522,187 | $10M | — | ADD 64% |
| 50 | CHATHAM CAPITAL GROUP, INC. | 518,415518,415 | $10M | — | ADD 6% |
| 51 | Ironwood Financial, llc | 516,473516,473 | $10M | — | — |
| 52 | KICKSTAND VENTURES, LLC. | 512,067512,067 | $10M | — | — |
| 53 | TRUIST FINANCIAL CORP | 504,406504,406 | $10M | — | ADD 6% |
| 54 | VAUGHAN DAVID INVESTMENTS LLC/IL | 499,426499,426 | $10M | — | ADD 6% |
| 55 | HENGEHOLD CAPITAL MANAGEMENT LLC | 478,564478,564 | $9M | — | ADD 3% |
| 56 | Legacy Private Trust Co. | 475,122475,122 | $9M | — | ADD 9% |
| 57 | Clearstead Advisors, LLC | 457,033457,033 | $9M | — | TRIM -2% |
| 58 | Sound Stewardship, LLC | 431,939431,939 | $8M | — | ADD 5% |
| 59 | HUB Investment Partners, LLC | 420,016420,016 | $8M | — | TRIM -35% |
| 60 | Colonial Trust Advisors | 416,101416,101 | $8M | — | ADD 8% |
| 61 | HighTower Advisors, LLC | 415,493415,493 | $8M | — | ADD 18% |
| 62 | MGO ONE SEVEN LLC | 396,927396,927 | $8M | — | ADD 6% |
| 63 | Lantz Financial LLC | 394,234394,234 | $8M | — | ADD 8% |
| 64 | BCS Wealth Management | 390,815390,815 | $8M | — | TRIM -51% |
| 65 | Meriwether Wealth & Planning, LLC | 380,685380,685 | $7M | — | ADD 12% |
| 66 | Marietta Wealth Management, LLC | 378,608378,608 | $7M | — | ADD 6% |
| 67 | Genesis Wealth Advisors, LLC | 372,338372,338 | $7M | — | ADD 6% |
| 68 | FCA CORP /TX | 349,037349,037 | $7M | — | ADD 11% |
| 69 | Cornerstone Planning, LLC | 343,563343,563 | $7M | — | TRIM -22% |
| 70 | Carnegie Investment Counsel | 343,489343,489 | $7M | — | ADD 4% |
| 71 | ProVise Management Group, LLC | 343,054343,054 | $7M | — | ADD 19% |
| 72 | Private Advisor Group, LLC | 339,985339,985 | $7M | — | ADD 18% |
| 73 | Gryphon Financial Partners LLC | 331,295331,295 | $7M | — | — |
| 74 | River Street Advisors LLC | 316,086316,086 | $6M | — | ADD 105% |
| 75 | Laurel Wealth Advisors LLC | 311,024311,024 | $6M | — | — |
| 76 | SFE Investment Counsel | 311,240311,240 | $6M | — | ADD 10% |
| 77 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 299,053299,053 | $6M | — | ADD 12% |
| 78 | CVFG LLC | 296,316296,316 | $6M | — | NEW |
| 79 | MORTON COMMUNITY BANK | 296,000296,000 | $6M | — | — |
| 80 | Kestra Advisory Services, LLC | 292,908292,908 | $6M | — | — |
| 81 | HOWARD WEALTH MANAGEMENT, LLC | 288,096288,096 | $6M | — | ADD 3% |
| 82 | Farnam Financial LLC | 286,165286,165 | $6M | — | ADD 2% |
| 83 | Paradiem, LLC | 283,777283,777 | $6M | — | ADD 149% |
| 84 | Carroll Advisory Group, LLC | 281,205281,205 | $6M | — | ADD 48% |
| 85 | Souders Financial Advisors | 276,660276,660 | $5M | — | — |
| 86 | KINTRA WEALTH, LLC | 275,122275,122 | $5M | — | ADD 5% |
| 87 | Beacon Pointe Advisors, LLC | 267,747267,747 | $5M | — | ADD 145% |
| 88 | Coastline Complete Wealth LLC | 265,173265,173 | $5M | — | ADD 21% |
| 89 | Integrated Wealth Concepts LLC | 262,980262,980 | $5M | — | ADD 12% |
| 90 | Equitable Holdings, Inc. | 255,117255,117 | $5M | — | ADD 2% |
| 91 | NorthAvenue LLC | 253,094253,094 | $5M | — | ADD 6% |
| 92 | Colonial Trust Co / SC | 243,953243,953 | $5M | — | — |
| 93 | &PARTNERS | 239,136239,136 | $5M | — | ADD 7% |
| 94 | WEBSTER BANK, N. A. | 239,097239,097 | $5M | — | ADD 16% |
| 95 | EVEXIA WEALTH LLC | 237,742237,742 | $5M | — | ADD 16% |
| 96 | Trilogy Capital Inc. | 236,290236,290 | $5M | — | ADD 4% |
| 97 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 233,328233,328 | $5M | — | NEW |
| 98 | Ellevest, Inc. | 232,541232,541 | $5M | — | — |
| 99 | Geneos Wealth Management Inc. | 228,405228,405 | $4M | — | ADD 5% |
| 100 | EP Wealth Advisors, LLC | 228,215228,215 | $4M | — | TRIM -6% |
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 | 487K | 29.1M | 49.6M | 64.6M | 66.8M | 70.7M | $1.4B |
| MORGAN STANLEY | 8.5M | 8.6M | 8.9M | 9.4M | 10.4M | 10.3M | $202M |
| UBS Group AG | 3.2M | 3.6M | 4.0M | 4.2M | 4.2M | 8.2M | $162M |
| WELLS FARGO & COMPANY/MN | 5.7M | 5.9M | 6.2M | 6.6M | 7.2M | 7.3M | $143M |
| LPL Financial LLC | 4.5M | 5.0M | 5.3M | 6.2M | 6.7M | 7.2M | $141M |
| RAYMOND JAMES FINANCIAL INC | 3.9M | 3.9M | 3.7M | 3.9M | 4.3M | 6.0M | $118M |
| BANK OF AMERICA CORP /DE/ | 3.9M | 4.8M | 4.8M | 4.9M | 5.0M | 5.6M | $110M |
| Invesco Ltd. | 2.3M | 2.6M | 3.0M | 3.4M | 3.5M | 3.7M | $72M |
| MAI Capital Management | 2.0M | 2.3M | 2.4M | 2.5M | 2.9M | 3.1M | $60M |
| Hills Bank & Trust Co | 2.4M | 2.4M | 2.4M | 2.5M | 2.5M | 2.6M | $52M |
| ROYAL BANK OF CANADA | 1.9M | 1.4M | 2.8M | 1.7M | 1.8M | 2.4M | $47M |
| Avior Wealth Management, LLC | 2.1M | 2.4M | 2.4M | 2.5M | 2.4M | 2.2M | $43M |
| SNS Financial Group, LLC | 1.4M | 1.6M | 1.7M | 1.8M | 1.8M | 1.9M | $38M |
| MML INVESTORS SERVICES, LLC | 860K | 1.1M | 1.3M | 1.7M | 1.9M | 1.8M | $35M |
| DAVIS R M INC | 1.5M | 1.6M | 1.6M | 1.6M | 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 | |
|---|---|---|---|
| UBS Group AG | +4,010,978 | $79M | ADD |
| Lido Advisors, LLC | +3,854,896 | $76M | ADD |
| RAYMOND JAMES FINANCIAL INC | +1,780,297 | $35M | ADD |
| Independent Advisor Alliance | +838,926 | $16M | OPEN |
| BANK OF AMERICA CORP /DE/ | +571,979 | $11M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | −1,005,908 | $20M | CLOSE |
| NewEdge Advisors, LLC | −726,534 | $14M | CLOSE |
| Thrivent Financial for Lutherans | −444,160 | $9M | TRIM |
| BCS Wealth Management | −409,400 | $8M | TRIM |
| HUB Investment Partners, LLC | −223,880 | $4M | 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 | 398 | 196,988,223 | — | $3.9B |
| 2025-Q4 | 383 | 182,879,335 | — | $3.6B |
| 2025-Q3 | 352 | 174,084,188 | — | $3.4B |
| 2025-Q2 | 355 | 154,363,964 | — | $3.0B |
| 2025-Q1 | 348 | 132,228,075 | — | $2.6B |
| 2024-Q4 | 329 | 96,430,025 | — | $1.9B |
| 2024-Q3 | 291 | 83,103,230 | — | $1.6B |
| 2024-Q2 | 270 | 74,286,922 | — | $1.4B |
| 2024-Q1 | 251 | 84,092,643 | — | $1.6B |
| 2023-Q4 | 246 | 62,463,641 | — | $1.2B |
| 2023-Q3 | 210 | 44,436,859 | — | $831M |
| 2023-Q2 | 198 | 37,782,516 | — | $719M |
| 2023-Q1 | 182 | 33,094,687 | — | $639M |
| 2022-Q4 | 167 | 27,255,576 | — | $513M |
| 2022-Q3 | 124 | 18,891,826 | — | $352M |
| 2022-Q2 | 109 | 16,881,082 | — | $327M |
| 2022-Q1 | 98 | 14,452,790 | — | $292M |
| 2021-Q4 | 98 | 13,208,759 | — | $285M |
| 2021-Q3 | 83 | 11,454,965 | — | $250M |
| 2021-Q2 | 78 | 10,881,619 | — | $239M |
| 2021-Q1 | 80 | 10,147,249 | — | $219M |
| 2020-Q4 | 79 | 8,874,779 | — | $199M |
| 2020-Q3 | 64 | 7,566,433 | — | $166M |
| 2020-Q2 | 57 | 6,770,518 | — | $147M |
| 2020-Q1 | 52 | 4,516,519 | — | $89M |
| 2019-Q4 | 38 | 2,206,747 | — | $46M |
| 2019-Q3 | 35 | 1,495,469 | — | $31M |
| 2019-Q2 | 33 | 1,717,700 | — | $35M |
| 2019-Q1 | 27 | 1,082,414 | — | $21M |
| 2018-Q4 | 24 | 1,467,387 | — | $28M |
| 2018-Q3 | 15 | 1,591,207 | — | $30M |
| 2018-Q2 | 15 | 1,413,819 | — | $27M |
| 2018-Q1 | 1 | 23,656 | — | $457,247 |
| 2017-Q4 | 1 | 10,214 | — | $204,229 |
