Institutional Holders (2026 Q2)
398 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSCS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Tlwm | 5.46% | 1,647,457 | $33.6M |
| 2 | Ledgewood Wealth Advisors, LLC | 4.87% | 450,040 | $9.2M |
| 3 | Farnam Financial LLC | 4.16% | 279,904 | $5.7M |
| 4 | Goepper Burkhardt LLC | 4.08% | 666,697 | $13.6M |
| 5 | Manchester Financial Inc | 3.80% | 1,049,243 | $21.4M |
| 6 | Sound Stewardship, LLC | 3.67% | 437,452 | $8.9M |
| 7 | Meriwether Wealth & Planning, LLC | 3.49% | 345,990 | $7.0M |
| 8 | NorthAvenue LLC | 3.37% | 231,216 | $4.7M |
| 9 | Wilkins Miller Wealth Management, LLC | 3.23% | 288,272 | $5.9M |
| 10 | Red Spruce Capital, LLC | 3.13% | 441,224 | $9.0M |
| 11 | Fusion Family Wealth, LLC | 3.10% | 2,288,259 | $46.6M |
| 12 | Infinity Wealth Counsel, LLC | 3.07% | 186,663 | $3.8M |
| 13 | Cornerstone Planning, LLC | 3.01% | 639,285 | $13.0M |
| 14 | Central Valley Advisors, LLC | 2.81% | 538,903 | $11.0M |
| 15 | First International Bank of Israel Ltd. | 2.77% | 498,000 | $10.1M |
| 16 | Straight Path Wealth Management | 2.66% | 559,555 | $11.4M |
| 17 | Ark Wealth Advisors LLC | 2.49% | 137,806 | $2.8M |
| 18 | Carroll Advisory Group, LLC | 2.24% | 335,272 | $6.8M |
| 19 | Kirr Marbach & Co LLC /In/ | 2.18% | 635,968 | $13.0M |
| 20 | AMJ Financial Wealth Management | 2.16% | 449,382 | $9.2M |
| 21 | Legacy Financial Group LLC | 2.16% | 942,654 | $19.2M |
| 22 | Carmel Capital Partners, LLC | 2.14% | 318,124 | $6.5M |
| 23 | Howard Wealth Management, LLC | 2.13% | 283,380 | $5.8M |
| 24 | Milestones Private Investment Advisors LLC | 2.04% | 125,646 | $2.6M |
| 25 | Pacific Wealth Strategies Group, Inc. | 2.02% | 172,512 | $3.5M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|