Institutional Holders (2026 Q2)
350 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSCT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Manchester Financial Inc | 7.52% | 2,277,588 | $42.3M |
| 2 | Tlwm | 4.83% | 1,598,888 | $29.7M |
| 3 | Headland Capital, LLC | 4.69% | 1,023,299 | $19.0M |
| 4 | GPM Growth Investors, Inc. | 4.52% | 583,177 | $10.8M |
| 5 | Goepper Burkhardt LLC | 4.15% | 743,819 | $13.8M |
| 6 | Farnam Financial LLC | 4.01% | 295,926 | $5.5M |
| 7 | Ledgewood Wealth Advisors, LLC | 3.99% | 404,458 | $7.5M |
| 8 | NorthAvenue LLC | 3.58% | 269,415 | $5.0M |
| 9 | Sound Stewardship, LLC | 3.51% | 458,271 | $8.5M |
| 10 | Gill Capital Partners, LLC | 3.24% | 659,467 | $12.2M |
| 11 | Wilkins Miller Wealth Management, LLC | 3.24% | 317,100 | $5.9M |
| 12 | Infinity Wealth Counsel, LLC | 2.98% | 198,550 | $3.7M |
| 13 | First International Bank of Israel Ltd. | 2.74% | 540,000 | $10.0M |
| 14 | Central Valley Advisors, LLC | 2.73% | 572,218 | $10.6M |
| 15 | Cornerstone Planning, LLC | 2.61% | 608,133 | $11.3M |
| 16 | Straight Path Wealth Management | 2.60% | 599,064 | $11.1M |
| 17 | Carroll Advisory Group, LLC | 2.28% | 374,457 | $7.0M |
| 18 | Capital Investment Counsel, LLC | 2.19% | 951,103 | $17.7M |
| 19 | Carmel Capital Partners, LLC | 2.16% | 352,309 | $6.5M |
| 20 | Kirr Marbach & Co LLC /In/ | 2.12% | 676,416 | $12.6M |
| 21 | Howard Wealth Management, LLC | 2.06% | 300,074 | $5.6M |
| 22 | Clark Asset Management, LLC | 2.05% | 1,407,457 | $26.1M |
| 23 | Opulen Financial Group LLC | 2.04% | 174,990 | $3.3M |
| 24 | Milestones Private Investment Advisors LLC | 2.02% | 136,386 | $2.5M |
| 25 | Red Spruce Capital, LLC | 1.93% | 297,737 | $5.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|