Institutional Holders (2026 Q2)
308 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSCU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Foronjy Financial LLC | 6.25% | 1,022,344 | $17.0M |
| 2 | Tlwm | 5.01% | 1,851,064 | $30.8M |
| 3 | Waycross Investment Management Co | 4.68% | 369,413 | $6.1M |
| 4 | GPM Growth Investors, Inc. | 3.67% | 528,408 | $8.8M |
| 5 | Goepper Burkhardt LLC | 3.47% | 693,597 | $11.5M |
| 6 | Wilkins Miller Wealth Management, LLC | 3.46% | 377,673 | $6.3M |
| 7 | NorthAvenue LLC | 3.33% | 279,076 | $4.6M |
| 8 | Farnam Financial LLC | 3.10% | 255,400 | $4.3M |
| 9 | Hengehold Capital Management LLC | 2.96% | 2,291,739 | $38.1M |
| 10 | Motley Fool Wealth Management, LLC | 2.93% | 11,578 | $193K |
| 11 | Ledgewood Wealth Advisors, LLC | 2.89% | 327,512 | $5.5M |
| 12 | Infinity Wealth Counsel, LLC | 2.82% | 210,039 | $3.5M |
| 13 | Central Valley Advisors, LLC | 2.73% | 640,350 | $10.7M |
| 14 | Capital Investment Counsel, LLC | 2.60% | 1,260,363 | $21.0M |
| 15 | Vista Investment Management | 2.49% | 497,713 | $8.3M |
| 16 | Cornerstone Planning, LLC | 2.25% | 584,751 | $9.7M |
| 17 | Opulen Financial Group LLC | 2.19% | 209,440 | $3.5M |
| 18 | Milestones Private Investment Advisors LLC | 2.02% | 152,495 | $2.5M |
| 19 | Kirr Marbach & Co LLC /In/ | 1.93% | 689,505 | $11.5M |
| 20 | AMJ Financial Wealth Management | 1.93% | 489,231 | $8.2M |
| 21 | Carroll Advisory Group, LLC | 1.87% | 341,775 | $5.7M |
| 22 | Clark Asset Management, LLC | 1.83% | 1,398,237 | $23.3M |
| 23 | Howard Wealth Management, LLC | 1.71% | 277,058 | $4.6M |
| 24 | IMA Advisory Services, Inc. | 1.64% | 1,578,735 | $26.3M |
| 25 | Kinetic Wealth Investment Advisors LLC | 1.62% | 206,013 | $3.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|