% of shares outstanding is not shown for BSCT: 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 BSCT 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 | MORGAN STANLEY | 8,936,7368.9M | $167M | — | ADD 8% |
| 2 | WELLS FARGO & COMPANY/MN | 6,849,1926.8M | $128M | — | ADD 11% |
| 3 | Lido Advisors, LLC | 6,346,5106.3M | $118M | — | — |
| 4 | LPL Financial LLC | 4,751,0654.8M | $89M | — | ADD 9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 4,717,2454.7M | $88M | — | TRIM -6% |
| 6 | Clearstead Advisors, LLC | 3,611,0353.6M | $67M | — | ADD 6% |
| 7 | BANK OF AMERICA CORP /DE/ | 3,487,3063.5M | $65M | — | ADD 32% |
| 8 | Invesco Ltd. | 3,177,2613.2M | $59M | — | ADD 9% |
| 9 | Avior Wealth Management, LLC | 2,599,7162.6M | $49M | — | — |
| 10 | UBS Group AG | 2,572,5422.6M | $48M | — | TRIM -2% |
| 11 | Hills Bank & Trust Co | 2,452,5362.5M | $46M | — | ADD 5% |
| 12 | ROYAL BANK OF CANADA | 2,445,1632.4M | $46M | — | ADD 13% |
| 13 | MANCHESTER FINANCIAL INC | 2,236,9362.2M | $42M | — | — |
| 14 | MAI Capital Management | 2,231,6792.2M | $42M | — | ADD 8% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 2,127,0102.1M | $40M | — | ADD 11% |
| 16 | TLWM | 1,565,7091.6M | $29M | — | ADD 7% |
| 17 | STIFEL FINANCIAL CORP | 1,554,8141.6M | $29M | — | ADD 11% |
| 18 | OSAIC HOLDINGS, INC. | 1,452,3591.5M | $27M | — | ADD 39% |
| 19 | RiverFront Investment Group, LLC | 1,378,3571.4M | $26M | — | ADD 7% |
| 20 | MONECO ADVISORS, LLC | 1,329,8571.3M | $25M | — | ADD 3% |
| 21 | Brookstone Capital Management | 1,257,2191.3M | $23M | — | — |
| 22 | IMA Advisory Services, Inc. | 1,250,1511.3M | $23M | — | ADD 2% |
| 23 | Clark Asset Management, LLC | 1,244,8191.2M | $23M | — | ADD 24% |
| 24 | Janney Montgomery Scott LLC | 1,164,2461.2M | $22M | — | ADD 23% |
| 25 | Anchor Investment Management, LLC | 1,139,1181.1M | $21M | — | ADD 3204% |
| 26 | Atlantic Union Bankshares Corp | 1,038,4031.0M | $19M | — | ADD 10% |
| 27 | DAVIS R M INC | 975,287975,287 | $18M | — | ADD 33% |
| 28 | Headland Capital, LLC | 965,340965,340 | $18M | — | ADD 3% |
| 29 | Capital Investment Counsel, LLC | 961,430961,430 | $18M | — | TRIM -6% |
| 30 | Baird Financial Group, Inc. | 917,448917,448 | $17M | — | ADD 3% |
| 31 | SHUFRO ROSE & CO LLC | 850,769850,769 | $16M | — | ADD 2% |
| 32 | MML INVESTORS SERVICES, LLC | 833,754833,754 | $16M | — | — |
| 33 | Focus Partners Wealth | 735,933735,933 | $14M | — | TRIM -4% |
| 34 | GPM Growth Investors, Inc. | 715,691715,691 | $13M | — | — |
| 35 | Cambridge Investment Research Advisors, Inc. | 690,938690,938 | $13M | — | ADD 132% |
| 36 | KIRR MARBACH & CO LLC /IN/ | 679,457679,457 | $13M | — | ADD 4% |
| 37 | GILL CAPITAL PARTNERS, LLC | 665,156665,156 | $12M | — | — |
| 38 | Goepper Burkhardt LLC | 663,826663,826 | $12M | — | ADD 6% |
| 39 | Asset Dedication, LLC | 660,260660,260 | $12M | — | ADD 7% |
| 40 | Carrera Capital Advisors | 599,828599,828 | $11M | — | ADD 10% |
| 41 | Cornerstone Planning, LLC | 593,753593,753 | $11M | — | ADD 52% |
| 42 | AMERIPRISE FINANCIAL INC | 588,463588,463 | $11M | — | ADD 9% |
| 43 | COOKSON PEIRCE & CO INC | 588,164588,164 | $11M | — | — |
| 44 | Straight Path Wealth Management | 586,225586,225 | $11M | — | ADD 7% |
| 45 | CENTRAL VALLEY ADVISORS, LLC | 578,153578,153 | $11M | — | ADD 8% |
| 46 | Independent Advisor Alliance | 563,065563,065 | $11M | — | NEW |
| 47 | CVFG LLC | 560,692560,692 | $10M | — | NEW |
| 48 | First International Bank of Israel Ltd. | 540,000540,000 | $10M | — | — |
| 49 | JONES FINANCIAL COMPANIES LLLP | 527,994527,994 | $10M | — | ADD 24% |
| 50 | KICKSTAND VENTURES, LLC. | 511,072511,072 | $10M | — | ADD 2% |
| 51 | VAUGHAN DAVID INVESTMENTS LLC/IL | 482,517482,517 | $9M | — | ADD 6% |
| 52 | CWM, LLC | 473,413473,413 | $9M | — | TRIM -13% |
| 53 | Sanctuary Advisors, LLC | 460,358460,358 | $9M | — | ADD 11% |
| 54 | Cetera Investment Advisers | 456,357456,357 | $9M | — | ADD 32% |
| 55 | HUB Investment Partners, LLC | 425,976425,976 | $8M | — | ADD 4% |
| 56 | Advisors Capital Management, LLC | 415,015415,015 | $8M | — | — |
| 57 | Paradiem, LLC | 411,874411,874 | $8M | — | NEW |
| 58 | Colonial Trust Advisors | 411,739411,739 | $8M | — | ADD 10% |
| 59 | Motley Fool Wealth Management, LLC | 410,629410,629 | $8M | — | TRIM -24% |
| 60 | Sound Stewardship, LLC | 409,180409,180 | $8M | — | ADD 258% |
| 61 | &PARTNERS | 398,467398,467 | $7M | — | ADD 95% |
| 62 | Marietta Wealth Management, LLC | 396,381396,381 | $7M | — | ADD 6% |
| 63 | Decker Wealth Management LLC | 395,504395,504 | $7M | — | — |
| 64 | ProVise Management Group, LLC | 371,318371,318 | $7M | — | ADD 21% |
| 65 | Ledgewood Wealth Advisors, LLC | 366,508366,508 | $7M | — | ADD 15% |
| 66 | Sowell Financial Services LLC | 361,632361,632 | $7M | — | ADD 8% |
| 67 | COMMONWEALTH EQUITY SERVICES, LLC | 356,219356,219 | $7M | — | ADD 37% |
| 68 | Kathmere Capital Management, LLC | 354,731354,731 | $7M | — | — |
| 69 | Carmel Capital Partners, LLC | 351,205351,205 | $7M | — | ADD 7% |
| 70 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 339,539339,539 | $6M | — | NEW |
| 71 | AMJ Financial Wealth Management | 327,509327,509 | $6M | — | — |
| 72 | AA Financial Advisors, LLC | 327,238327,238 | $6M | — | TRIM -25% |
| 73 | SFE Investment Counsel | 324,359324,359 | $6M | — | ADD 6% |
| 74 | Wilkins Miller Wealth Management, LLC | 318,058318,058 | $6M | — | ADD 2% |
| 75 | Carnegie Investment Counsel | 315,132315,132 | $6M | — | ADD 25% |
| 76 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 313,815313,815 | $6M | — | ADD 11% |
| 77 | MORTON COMMUNITY BANK | 313,346313,346 | $6M | — | — |
| 78 | MGO ONE SEVEN LLC | 312,777312,777 | $6M | — | ADD 5% |
| 79 | Addison Advisors LLC | 311,093311,093 | $6M | — | ADD 6% |
| 80 | Carroll Advisory Group, LLC | 305,272305,272 | $6M | — | ADD 53% |
| 81 | BCS Wealth Management | 284,033284,033 | $5M | — | TRIM -48% |
| 82 | HOWARD WEALTH MANAGEMENT, LLC | 283,986283,986 | $5M | — | ADD 3% |
| 83 | JPMORGAN CHASE & CO | 278,034278,034 | $5M | — | ADD 143% |
| 84 | Farnam Financial LLC | 275,748275,748 | $5M | — | ADD 8% |
| 85 | Gladstone Institutional Advisory LLC | 263,126263,126 | $5M | — | ADD 5% |
| 86 | Red Spruce Capital, LLC | 260,030260,030 | $5M | — | ADD 217% |
| 87 | NorthAvenue LLC | 255,756255,756 | $5M | — | ADD 5% |
| 88 | Trilogy Capital Inc. | 246,956246,956 | $5M | — | ADD 4% |
| 89 | Private Advisor Group, LLC | 235,211235,211 | $4M | — | ADD 11% |
| 90 | Beacon Pointe Advisors, LLC | 233,209233,209 | $4M | — | ADD 81% |
| 91 | CAPTRUST FINANCIAL ADVISORS | 232,238232,238 | $4M | — | ADD 21% |
| 92 | HENGEHOLD CAPITAL MANAGEMENT LLC | 231,301231,301 | $4M | — | ADD 503% |
| 93 | Equitable Holdings, Inc. | 227,402227,402 | $4M | — | ADD 10% |
| 94 | Horizons Wealth Management | 228,195228,195 | $4M | — | ADD 5% |
| 95 | Colonial Trust Co / SC | 227,914227,914 | $4M | — | ADD 9% |
| 96 | Souders Financial Advisors | 227,085227,085 | $4M | — | — |
| 97 | Parisi Gray Wealth Management | 223,288223,288 | $4M | — | ADD 54% |
| 98 | Atria Investments, Inc | 219,548219,548 | $4M | — | ADD 2% |
| 99 | Geneos Wealth Management Inc. | 216,047216,047 | $4M | — | ADD 6% |
| 100 | Coastline Complete Wealth LLC | 209,188209,188 | $4M | — | ADD 18% |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.1M | 6.2M | 6.5M | 7.3M | 8.3M | 8.9M | $167M |
| WELLS FARGO & COMPANY/MN | 2.3M | 3.3M | 3.6M | 5.2M | 6.2M | 6.8M | $128M |
| Lido Advisors, LLC | 3.7M | 5.8M | 6.0M | 6.1M | 6.4M | 6.3M | $118M |
| LPL Financial LLC | 3.0M | 3.8M | 3.4M | 3.7M | 4.3M | 4.8M | $89M |
| RAYMOND JAMES FINANCIAL INC | 3.5M | 4.0M | 4.4M | 4.7M | 5.0M | 4.7M | $88M |
| Clearstead Advisors, LLC | 2.8M | 2.9M | 3.0M | 3.1M | 3.4M | 3.6M | $67M |
| BANK OF AMERICA CORP /DE/ | 1.7M | 1.9M | 2.0M | 2.2M | 2.6M | 3.5M | $65M |
| Invesco Ltd. | 1.9M | 2.1M | 2.5M | 2.7M | 2.9M | 3.2M | $59M |
| Avior Wealth Management, LLC | 2.2M | 2.6M | 2.6M | 2.6M | 2.6M | 2.6M | $49M |
| UBS Group AG | 1.6M | 1.8M | 1.9M | 2.2M | 2.6M | 2.6M | $48M |
| Hills Bank & Trust Co | 2.0M | 2.1M | 2.1M | 2.3M | 2.3M | 2.5M | $46M |
| ROYAL BANK OF CANADA | 1.5M | 1.6M | 3.6M | 2.0M | 2.2M | 2.4M | $46M |
| MANCHESTER FINANCIAL INC | — | — | 2.3M | 2.2M | 2.2M | 2.2M | $42M |
| MAI Capital Management | 1.2M | 1.5M | 1.7M | 1.8M | 2.1M | 2.2M | $42M |
| ENVESTNET ASSET MANAGEMENT INC | 1.6M | 1.7M | 1.7M | 1.8M | 1.9M | 2.1M | $40M |
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 | |
|---|---|---|---|
| Anchor Investment Management, LLC | +1,104,643 | $21M | ADD |
| BANK OF AMERICA CORP /DE/ | +845,134 | $16M | ADD |
| WELLS FARGO & COMPANY/MN | +695,111 | $13M | ADD |
| MORGAN STANLEY | +647,988 | $12M | ADD |
| Independent Advisor Alliance | +563,065 | $10M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Aptus Capital Advisors, LLC | −3,474,766 | $65M | TRIM |
| MERCER GLOBAL ADVISORS INC /ADV | −784,032 | $15M | TRIM |
| NewEdge Advisors, LLC | −723,538 | $13M | CLOSE |
| Thrivent Financial for Lutherans | −560,124 | $10M | CLOSE |
| RAYMOND JAMES FINANCIAL INC | −284,284 | $5M | 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 | 339 | 116,688,755 | — | $2.2B |
| 2025-Q4 | 324 | 110,463,732 | — | $2.1B |
| 2025-Q3 | 287 | 96,536,097 | — | $1.8B |
| 2025-Q2 | 270 | 91,319,807 | — | $1.7B |
| 2025-Q1 | 257 | 81,508,044 | — | $1.5B |
| 2024-Q4 | 230 | 69,358,125 | — | $1.3B |
| 2024-Q3 | 186 | 48,283,743 | — | $908M |
| 2024-Q2 | 164 | 40,124,814 | — | $723M |
| 2024-Q1 | 135 | 40,334,077 | — | $738M |
| 2023-Q4 | 114 | 25,435,170 | — | $472M |
| 2023-Q3 | 91 | 16,582,329 | — | $291M |
| 2023-Q2 | 81 | 14,649,088 | — | $263M |
| 2023-Q1 | 70 | 12,167,525 | — | $223M |
| 2022-Q4 | 64 | 8,520,572 | — | $151M |
| 2022-Q3 | 48 | 6,998,250 | — | $121M |
| 2022-Q2 | 47 | 5,683,412 | — | $104M |
| 2022-Q1 | 45 | 5,921,184 | — | $115M |
| 2021-Q4 | 40 | 4,796,508 | — | $100M |
| 2021-Q3 | 37 | 4,492,678 | — | $95M |
| 2021-Q2 | 37 | 4,363,230 | — | $93M |
| 2021-Q1 | 34 | 3,970,023 | — | $82M |
| 2020-Q4 | 29 | 2,507,163 | — | $55M |
| 2020-Q3 | 24 | 786,398 | — | $17M |
| 2020-Q2 | 21 | 560,832 | — | $12M |
| 2020-Q1 | 16 | 412,324 | — | $8M |
| 2019-Q4 | 6 | 47,634 | — | $959,644 |
| 2019-Q3 | 1 | 500 | — | $10,083 |
