Institutional Holders (2026 Q1)
88 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSCY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ledgewood Wealth Advisors, LLC | 2.38% | 204,212 | $4.2M |
| 2 | Infinity Wealth Counsel, LLC | 1.74% | 91,620 | $1.9M |
| 3 | NorthAvenue LLC | 1.45% | 83,528 | $1.8M |
| 4 | BCS Wealth Management | 1.43% | 339,077 | $7.0M |
| 5 | Gill Capital Partners, LLC | 1.42% | 237,746 | $4.9M |
| 6 | Addison Advisors LLC | 1.23% | 269,234 | $5.6M |
| 7 | Farnam Financial LLC | 1.07% | 62,834 | $1.3M |
| 8 | Carroll Advisory Group, LLC | 0.93% | 115,277 | $2.4M |
| 9 | Clark Asset Management, LLC | 0.63% | 323,095 | $6.7M |
| 10 | Aptus Capital Advisors, LLC | 0.56% | 3,451,824 | $71.4M |
| 11 | Cookson Peirce & Co Inc | 0.45% | 508,101 | $10.5M |
| 12 | Butensky & Cohen Financial Security, Inc | 0.37% | 68,020 | $1.4M |
| 13 | Wilkins Miller Wealth Management, LLC | 0.34% | 26,904 | $557K |
| 14 | Opulen Financial Group LLC | 0.28% | 19,495 | $404K |
| 15 | Ellevest, Inc. | 0.27% | 92,242 | $1.9M |
| 16 | Paradigm, Strategies in Wealth Management, LLC | 0.26% | 18,606 | $385K |
| 17 | G2 Capital Management, LLC / Oh | 0.25% | 49,290 | $1.0M |
| 18 | ETF Store, Inc. | 0.23% | 11,292 | $234K |
| 19 | Golden Reserve Retirement LLC | 0.22% | 51,574 | $1.1M |
| 20 | Asset Dedication, LLC | 0.21% | 146,987 | $3.0M |
| 21 | River Wealth Advisors LLC | 0.17% | 73,362 | $1.5M |
| 22 | Sawgrass Asset Management LLC | 0.15% | 46,878 | $970K |
| 23 | YANKCOM Partnership | 0.14% | 16,469 | $341K |
| 24 | Moneco Advisors, LLC | 0.14% | 86,014 | $1.8M |
| 25 | Hobbs Group Advisors, LLC | 0.12% | 19,892 | $412K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|