BSCY

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$20.32

+0.01 (+0.06%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding BSCY · 2026-Q1 methodology → sources →

88 holders

FUNDINVESCO EXCH TRD SLF IDX FDA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

18,422,925

Reporting holders

% of shares outstanding is not shown for BSCY: 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.

Active share of register95.2%85 active filers

Index / screened out4.8%3 filers

Reporting holders882026-Q1

Top-10 concentration68.4%

HHI0.0779

Effective holders12.8

Crowding percentile—

Crowding percentile withheld — no market cap for BSCY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 88 of 88 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Aptus Capital Advisors, LLC	3,451,8243.5M	$71M	—	ADD 99%
2	RAYMOND JAMES FINANCIAL INC	2,701,4782.7M	$56M	—	ADD 7%
3	UBS Group AG	1,298,6001.3M	$27M	—	ADD 2541%
4	LPL Financial LLC	1,231,3901.2M	$25M	—	ADD 15%
5	WELLS FARGO & COMPANY/MN	1,151,9361.2M	$24M	—	ADD 35%
6	Invesco Ltd.	876,398876,398	$18M	—	ADD 5%
7	MORGAN STANLEY	700,345700,345	$14M	—	ADD 35%
8	COOKSON PEIRCE & CO INC	508,101508,101	$11M	—	—
9	JONES FINANCIAL COMPANIES LLLP	346,286346,286	$7M	—	ADD 24%
10	BCS Wealth Management	339,077339,077	$7M	—	TRIM -49%
11	Clark Asset Management, LLC	323,095323,095	$7M	—	ADD 24%
12	Addison Advisors LLC	269,234269,234	$6M	—	ADD 10%
13	Janney Montgomery Scott LLC	259,076259,076	$5M	—	NEW
14	Equitable Holdings, Inc.	254,245254,245	$5M	—	TRIM -8%
15	GILL CAPITAL PARTNERS, LLC	237,746237,746	$5M	—	ADD 5%
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	237,616237,616	$5M	—	ADD 14%
17	BANK OF AMERICA CORP /DE/	230,755230,755	$5M	—	ADD 53%
18	Ledgewood Wealth Advisors, LLC	204,212204,212	$4M	—	—
19	STEPHENS INC /AR/	203,368203,368	$4M	—	ADD 15%
20	Modern Wealth Management, LLC	200,676200,676	$4M	—	ADD 69%
21	MAI Capital Management	189,833189,833	$4M	—	ADD 36%
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	161,612161,612	$3M	—	NEW
23	ROYAL BANK OF CANADA	160,262160,262	$3M	—	ADD 17%
24	OSAIC HOLDINGS, INC.	159,995159,995	$3M	—	ADD 52%
25	Sanctuary Advisors, LLC	149,809149,809	$3M	—	—
26	Asset Dedication, LLC	146,987146,987	$3M	—	ADD 35%
27	Atria Investments, Inc	134,605134,605	$3M	—	TRIM -3%
28	ENVESTNET ASSET MANAGEMENT INC	131,185131,185	$3M	—	ADD 61%
29	Cetera Investment Advisers	124,284124,284	$3M	—	ADD 10%
30	CITADEL ADVISORS LLC	116,822116,822	$2M	—	ADD 249%
31	Carroll Advisory Group, LLC	115,277115,277	$2M	—	ADD 42%
32	NorthAvenue LLC	111,376111,376	$2M	—	ADD 33%
33	TRUIST FINANCIAL CORP	94,46394,463	$2M	—	ADD 7%
34	Ellevest, Inc.	92,24292,242	$2M	—	—
35	Infinity Wealth Counsel, LLC	91,62091,620	$2M	—	ADD 2%
36	MONECO ADVISORS, LLC	86,01486,014	$2M	—	—
37	AMERIPRISE FINANCIAL INC	79,11279,112	$2M	—	ADD 109%
38	NOVARE CAPITAL MANAGEMENT LLC	73,89173,891	$2M	—	ADD 5%
39	River Wealth Advisors LLC	73,36273,362	$2M	—	ADD 107%
40	HUB Investment Partners, LLC	72,14872,148	$1M	—	ADD 6%
41	Private Advisor Group, LLC	68,70568,705	$1M	—	ADD 3%
42	BUTENSKY & COHEN FINANCIAL SECURITY, INC	68,02068,020	$1M	—	ADD 10%
43	Farnam Financial LLC	62,83462,834	$1M	—	ADD 12%
44	Independent Advisor Alliance	58,50658,506	$1M	—	NEW
45	Golden Reserve Retirement LLC	51,57451,574	$1M	—	ADD 139%
46	G2 CAPITAL MANAGEMENT, LLC / OH	49,29049,290	$1M	—	—
47	MML INVESTORS SERVICES, LLC	47,09647,096	$974,803	—	TRIM -10%
48	SAWGRASS ASSET MANAGEMENT LLC	46,87846,878	$970,286	—	—
49	Farther Finance Advisors, LLC	41,04341,043	$850,206	—	NEW
50	COMMONWEALTH EQUITY SERVICES, LLC	39,64939,649	$820,650	—	ADD 8%
51	Kestra Advisory Services, LLC	35,48235,482	$734,420	—	ADD 6%
52	Independence Bank of Kentucky	29,14829,148	$603,308	—	ADD 146%
53	JANE STREET GROUP, LLC	27,82727,827	$575,966	—	NEW
54	Wilkins Miller Wealth Management, LLC	26,90426,904	$556,864	—	ADD 16%
55	Sequoia Financial Advisors, LLC	23,73023,730	$491,166	—	—
56	STIFEL FINANCIAL CORP	22,89022,890	$473,779	—	—
57	CAPTRUST FINANCIAL ADVISORS	21,54521,545	$445,940	—	ADD 3%
58	Avior Wealth Management, LLC	19,95119,951	$412,954	—	NEW
59	Hobbs Group Advisors, LLC	19,89219,892	$411,731	—	—
60	Cambridge Investment Research Advisors, Inc.	19,87419,874	$411,000	—	ADD 57%
61	Opulen Financial Group LLC	19,49519,495	$403,513	—	ADD 17%
62	DAVIS R M INC	18,87818,878	$390,739	—	ADD 37%
63	Paradigm, Strategies in Wealth Management, LLC	18,60618,606	$385,109	—	ADD 14%
64	Allen Capital Group, LLC	16,79316,793	$347,583	—	ADD 11%
65	YANKCOM Partnership	16,46916,469	$340,876	—	ADD 13%
66	Legacy Wealth Partners, LLC	16,30416,304	$337,462	—	TRIM -2%
67	Global Wealth Strategies & Associates	14,27614,276	$295,476	—	TRIM -9%
68	Jacobi Capital Management LLC	14,26514,265	$295,259	—	ADD 3%
69	Redmond Asset Management, LLC	13,27013,270	$274,664	—	ADD 38%
70	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,83112,831	$266,645	—	TRIM -39%
71	KESTRA PRIVATE WEALTH SERVICES, LLC	11,87111,871	$245,697	—	ADD 6%
72	ETF Store, Inc.	11,29211,292	$233,717	—	ADD 6%
73	Beacon Pointe Advisors, LLC	11,09011,090	$229,548	—	TRIM -11%
74	&PARTNERS	10,84410,844	$224,450	—	ADD 9%
75	First Command Advisory Services, Inc.	10,29910,299	$213,170	—	ADD 2%
76	Waverly Advisors, LLC	9,8459,845	$203,781	—	NEW
77	Davis Capital Management	6,3166,316	$130,729	—	ADD 6%
78	Knights of Columbus Asset Advisors LLC	4,7744,774	$98,813	—	—
79	Marquette Asset Management, LLC	4,6684,668	$96,619	—	—
80	Advisory Services Network, LLC	2,2212,221	$45,973	—	NEW
81	Keating Financial Advisory Services, Inc.	1,3351,335	$27,632	—	—
82	Intentional Wealth Strategies, LLC	1,3291,329	$27,508	—	NEW
83	Steward Partners Investment Advisory, LLC	1,2481,248	$25,837	—	TRIM -63%
84	PRIVATE TRUST CO NA	1,1781,178	$24,382	—	—
85	Smithfield Trust Co	1,0311,031	$21,000	—	—
86	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	657657	$13,610	—	—
87	FIFTH THIRD BANCORP	445445	$9,211	—	NEW
88	Key Financial Inc	100100	$2,070	—	NEW

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 68 bought / 22 sold · net +4,502,869 shares · 46.7d of ADV

Bought68 filers

Shares: 5,368,033
Value: $111M
Opened: 11 · 581,955 sh
Days of ADV: 55.7d

Sold22 filers

Shares: 865,164
Value: $18M
Closed: 10 · 488,724 sh
Days of ADV: 9.0d

Net (all filers) +4,502,869 sh · $93M · 32.3% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Aptus Capital Advisors, LLC

—

1.7M

3.5M

$71M

RAYMOND JAMES FINANCIAL INC

1.5M

1.9M

2.0M

2.2M

2.5M

2.7M

$56M

UBS Group AG

17K

20K

34K

49K

1.3M

$27M

LPL Financial LLC

50K

467K

576K

852K

1.1M

1.2M

$25M

WELLS FARGO & COMPANY/MN

—

415K

548K

851K

1.2M

$24M

Invesco Ltd.

493K

1.1M

722K

785K

832K

876K

$18M

MORGAN STANLEY

649

65K

365K

454K

519K

700K

$14M

COOKSON PEIRCE & CO INC

494K

486K

488K

486K

505K

508K

$11M

JONES FINANCIAL COMPANIES LLLP

—

14K

83K

143K

279K

346K

$7M

BCS Wealth Management

218K

254K

278K

297K

666K

339K

$7M

Clark Asset Management, LLC

62K

101K

120K

204K

260K

323K

$7M

Addison Advisors LLC

79K

126K

163K

200K

245K

269K

$6M

Janney Montgomery Scott LLC

—

259K

$5M

Equitable Holdings, Inc.

73K

168K

225K

258K

277K

254K

$5M

GILL CAPITAL PARTNERS, LLC

28K

165K

192K

204K

227K

238K

$5M

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.

Institutional footprint by quarter

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	88	18,422,925	—	$381M
2025-Q4	87	13,920,056	—	$293M
2025-Q3	77	10,039,782	—	$211M
2025-Q2	63	8,353,590	—	$173M
2025-Q1	56	7,068,391	—	$145M
2024-Q4	47	4,668,101	—	$94M
2024-Q3	15	1,163,702	—	$25M

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.

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13F

Institutional ownership· 13F filers holding BSCY · 2026-Q1 methodology → sources →

88 holders

% of shares outstanding held

—

Shares held (13F)

18,422,925

Reporting holders

Active share of register95.2%85 active filers

Index / screened out4.8%3 filers

Reporting holders882026-Q1

Top-10 concentration68.4%

HHI0.0779

Effective holders12.8

Crowding percentile—

Crowding percentile withheld — no market cap for BSCY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 88 of 88 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Aptus Capital Advisors, LLC	3,451,8243.5M	$71M	—	ADD 99%
2	RAYMOND JAMES FINANCIAL INC	2,701,4782.7M	$56M	—	ADD 7%
3	UBS Group AG	1,298,6001.3M	$27M	—	ADD 2541%
4	LPL Financial LLC	1,231,3901.2M	$25M	—	ADD 15%
5	WELLS FARGO & COMPANY/MN	1,151,9361.2M	$24M	—	ADD 35%
6	Invesco Ltd.	876,398876,398	$18M	—	ADD 5%
7	MORGAN STANLEY	700,345700,345	$14M	—	ADD 35%
8	COOKSON PEIRCE & CO INC	508,101508,101	$11M	—	—
9	JONES FINANCIAL COMPANIES LLLP	346,286346,286	$7M	—	ADD 24%
10	BCS Wealth Management	339,077339,077	$7M	—	TRIM -49%
11	Clark Asset Management, LLC	323,095323,095	$7M	—	ADD 24%
12	Addison Advisors LLC	269,234269,234	$6M	—	ADD 10%
13	Janney Montgomery Scott LLC	259,076259,076	$5M	—	NEW
14	Equitable Holdings, Inc.	254,245254,245	$5M	—	TRIM -8%
15	GILL CAPITAL PARTNERS, LLC	237,746237,746	$5M	—	ADD 5%
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	237,616237,616	$5M	—	ADD 14%
17	BANK OF AMERICA CORP /DE/	230,755230,755	$5M	—	ADD 53%
18	Ledgewood Wealth Advisors, LLC	204,212204,212	$4M	—	—
19	STEPHENS INC /AR/	203,368203,368	$4M	—	ADD 15%
20	Modern Wealth Management, LLC	200,676200,676	$4M	—	ADD 69%
21	MAI Capital Management	189,833189,833	$4M	—	ADD 36%
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	161,612161,612	$3M	—	NEW
23	ROYAL BANK OF CANADA	160,262160,262	$3M	—	ADD 17%
24	OSAIC HOLDINGS, INC.	159,995159,995	$3M	—	ADD 52%
25	Sanctuary Advisors, LLC	149,809149,809	$3M	—	—
26	Asset Dedication, LLC	146,987146,987	$3M	—	ADD 35%
27	Atria Investments, Inc	134,605134,605	$3M	—	TRIM -3%
28	ENVESTNET ASSET MANAGEMENT INC	131,185131,185	$3M	—	ADD 61%
29	Cetera Investment Advisers	124,284124,284	$3M	—	ADD 10%
30	CITADEL ADVISORS LLC	116,822116,822	$2M	—	ADD 249%
31	Carroll Advisory Group, LLC	115,277115,277	$2M	—	ADD 42%
32	NorthAvenue LLC	111,376111,376	$2M	—	ADD 33%
33	TRUIST FINANCIAL CORP	94,46394,463	$2M	—	ADD 7%
34	Ellevest, Inc.	92,24292,242	$2M	—	—
35	Infinity Wealth Counsel, LLC	91,62091,620	$2M	—	ADD 2%
36	MONECO ADVISORS, LLC	86,01486,014	$2M	—	—
37	AMERIPRISE FINANCIAL INC	79,11279,112	$2M	—	ADD 109%
38	NOVARE CAPITAL MANAGEMENT LLC	73,89173,891	$2M	—	ADD 5%
39	River Wealth Advisors LLC	73,36273,362	$2M	—	ADD 107%
40	HUB Investment Partners, LLC	72,14872,148	$1M	—	ADD 6%
41	Private Advisor Group, LLC	68,70568,705	$1M	—	ADD 3%
42	BUTENSKY & COHEN FINANCIAL SECURITY, INC	68,02068,020	$1M	—	ADD 10%
43	Farnam Financial LLC	62,83462,834	$1M	—	ADD 12%
44	Independent Advisor Alliance	58,50658,506	$1M	—	NEW
45	Golden Reserve Retirement LLC	51,57451,574	$1M	—	ADD 139%
46	G2 CAPITAL MANAGEMENT, LLC / OH	49,29049,290	$1M	—	—
47	MML INVESTORS SERVICES, LLC	47,09647,096	$974,803	—	TRIM -10%
48	SAWGRASS ASSET MANAGEMENT LLC	46,87846,878	$970,286	—	—
49	Farther Finance Advisors, LLC	41,04341,043	$850,206	—	NEW
50	COMMONWEALTH EQUITY SERVICES, LLC	39,64939,649	$820,650	—	ADD 8%
51	Kestra Advisory Services, LLC	35,48235,482	$734,420	—	ADD 6%
52	Independence Bank of Kentucky	29,14829,148	$603,308	—	ADD 146%
53	JANE STREET GROUP, LLC	27,82727,827	$575,966	—	NEW
54	Wilkins Miller Wealth Management, LLC	26,90426,904	$556,864	—	ADD 16%
55	Sequoia Financial Advisors, LLC	23,73023,730	$491,166	—	—
56	STIFEL FINANCIAL CORP	22,89022,890	$473,779	—	—
57	CAPTRUST FINANCIAL ADVISORS	21,54521,545	$445,940	—	ADD 3%
58	Avior Wealth Management, LLC	19,95119,951	$412,954	—	NEW
59	Hobbs Group Advisors, LLC	19,89219,892	$411,731	—	—
60	Cambridge Investment Research Advisors, Inc.	19,87419,874	$411,000	—	ADD 57%
61	Opulen Financial Group LLC	19,49519,495	$403,513	—	ADD 17%
62	DAVIS R M INC	18,87818,878	$390,739	—	ADD 37%
63	Paradigm, Strategies in Wealth Management, LLC	18,60618,606	$385,109	—	ADD 14%
64	Allen Capital Group, LLC	16,79316,793	$347,583	—	ADD 11%
65	YANKCOM Partnership	16,46916,469	$340,876	—	ADD 13%
66	Legacy Wealth Partners, LLC	16,30416,304	$337,462	—	TRIM -2%
67	Global Wealth Strategies & Associates	14,27614,276	$295,476	—	TRIM -9%
68	Jacobi Capital Management LLC	14,26514,265	$295,259	—	ADD 3%
69	Redmond Asset Management, LLC	13,27013,270	$274,664	—	ADD 38%
70	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,83112,831	$266,645	—	TRIM -39%
71	KESTRA PRIVATE WEALTH SERVICES, LLC	11,87111,871	$245,697	—	ADD 6%
72	ETF Store, Inc.	11,29211,292	$233,717	—	ADD 6%
73	Beacon Pointe Advisors, LLC	11,09011,090	$229,548	—	TRIM -11%
74	&PARTNERS	10,84410,844	$224,450	—	ADD 9%
75	First Command Advisory Services, Inc.	10,29910,299	$213,170	—	ADD 2%
76	Waverly Advisors, LLC	9,8459,845	$203,781	—	NEW
77	Davis Capital Management	6,3166,316	$130,729	—	ADD 6%
78	Knights of Columbus Asset Advisors LLC	4,7744,774	$98,813	—	—
79	Marquette Asset Management, LLC	4,6684,668	$96,619	—	—
80	Advisory Services Network, LLC	2,2212,221	$45,973	—	NEW
81	Keating Financial Advisory Services, Inc.	1,3351,335	$27,632	—	—
82	Intentional Wealth Strategies, LLC	1,3291,329	$27,508	—	NEW
83	Steward Partners Investment Advisory, LLC	1,2481,248	$25,837	—	TRIM -63%
84	PRIVATE TRUST CO NA	1,1781,178	$24,382	—	—
85	Smithfield Trust Co	1,0311,031	$21,000	—	—
86	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	657657	$13,610	—	—
87	FIFTH THIRD BANCORP	445445	$9,211	—	NEW
88	Key Financial Inc	100100	$2,070	—	NEW

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 68 bought / 22 sold · net +4,502,869 shares · 46.7d of ADV

Bought68 filers

Shares: 5,368,033
Value: $111M
Opened: 11 · 581,955 sh
Days of ADV: 55.7d

Sold22 filers

Shares: 865,164
Value: $18M
Closed: 10 · 488,724 sh
Days of ADV: 9.0d

Net (all filers) +4,502,869 sh · $93M · 32.3% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Aptus Capital Advisors, LLC

—

1.7M

3.5M

$71M

RAYMOND JAMES FINANCIAL INC

1.5M

1.9M

2.0M

2.2M

2.5M

2.7M

$56M

UBS Group AG

17K

20K

34K

49K

1.3M

$27M

LPL Financial LLC

50K

467K

576K

852K

1.1M

1.2M

$25M

WELLS FARGO & COMPANY/MN

—

415K

548K

851K

1.2M

$24M

Invesco Ltd.

493K

1.1M

722K

785K

832K

876K

$18M

MORGAN STANLEY

649

65K

365K

454K

519K

700K

$14M

COOKSON PEIRCE & CO INC

494K

486K

488K

486K

505K

508K

$11M

JONES FINANCIAL COMPANIES LLLP

—

14K

83K

143K

279K

346K

$7M

BCS Wealth Management

218K

254K

278K

297K

666K

339K

$7M

Clark Asset Management, LLC

62K

101K

120K

204K

260K

323K

$7M

Addison Advisors LLC

79K

126K

163K

200K

245K

269K

$6M

Janney Montgomery Scott LLC

—

259K

$5M

Equitable Holdings, Inc.

73K

168K

225K

258K

277K

254K

$5M

GILL CAPITAL PARTNERS, LLC

28K

165K

192K

204K

227K

238K

$5M

Institutional footprint by quarter

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	88	18,422,925	—	$381M
2025-Q4	87	13,920,056	—	$293M
2025-Q3	77	10,039,782	—	$211M
2025-Q2	63	8,353,590	—	$173M
2025-Q1	56	7,068,391	—	$145M
2024-Q4	47	4,668,101	—	$94M
2024-Q3	15	1,163,702	—	$25M

Short interest has its own tab now — open SI →

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13F

BSCY☆

Institutional ownership· 13F filers holding BSCY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding BSCY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

BSCY