Institutional Holders (2026 Q1)
333 + 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 | 8.01% | 2,236,936 | $41.7M |
| 2 | GPM Growth Investors, Inc. | 5.61% | 715,691 | $13.4M |
| 3 | Tlwm | 5.26% | 1,565,709 | $29.2M |
| 4 | Headland Capital, LLC | 5.08% | 965,340 | $18.0M |
| 5 | Farnam Financial LLC | 4.23% | 275,748 | $5.1M |
| 6 | Goepper Burkhardt LLC | 4.14% | 663,826 | $12.4M |
| 7 | Ledgewood Wealth Advisors, LLC | 3.85% | 366,508 | $6.8M |
| 8 | NorthAvenue LLC | 3.79% | 242,782 | $4.6M |
| 9 | Wilkins Miller Wealth Management, LLC | 3.59% | 318,058 | $5.9M |
| 10 | Gill Capital Partners, LLC | 3.57% | 665,156 | $12.4M |
| 11 | Sound Stewardship, LLC | 3.50% | 409,180 | $7.6M |
| 12 | Infinity Wealth Counsel, LLC | 3.17% | 184,970 | $3.5M |
| 13 | First International Bank of Israel Ltd. | 2.96% | 540,000 | $10.1M |
| 14 | Central Valley Advisors, LLC | 2.94% | 578,153 | $10.8M |
| 15 | Straight Path Wealth Management | 2.92% | 586,225 | $10.9M |
| 16 | Horizons Wealth Management | 2.79% | 228,195 | $4.3M |
| 17 | Cornerstone Planning, LLC | 2.51% | 593,753 | $11.1M |
| 18 | Capital Investment Counsel, LLC | 2.46% | 961,430 | $17.9M |
| 19 | Coastline Complete Wealth LLC | 2.42% | 209,188 | $3.9M |
| 20 | Carmel Capital Partners, LLC | 2.37% | 351,205 | $6.6M |
| 21 | Kirr Marbach & Co LLC /In/ | 2.31% | 679,457 | $12.7M |
| 22 | Opulen Financial Group LLC | 2.28% | 173,869 | $3.2M |
| 23 | IMA Advisory Services, Inc. | 2.28% | 1,250,151 | $23.3M |
| 24 | Milestones Private Investment Advisors LLC | 2.26% | 137,373 | $2.6M |
| 25 | Howard Wealth Management, LLC | 2.23% | 283,986 | $5.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|