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Security record · archived quarter

BSCV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
31Tracked holders
+2Δ holders
28.82MShares held
$481.11MReported value
+2New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.9% · share flow +8.1% · net new positions +6.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 34 -2 33.48M $548.55M +2 −4
Q1 2026 37 +6 30.28M $498.37M +7 −1
Q4 2025 31 +2 28.82M $481.11M +2
Q3 2025 2 0 4.03M $67.26M
Q2 2025 1 -1 27 $438 −1
Q1 2025 1 0 47.61K $776,486
Q4 2024 1 0 365.40K $5.86M
Q3 2024 1 0 118.04K $1.97M
Q2 2024 1 48.21K $768,902
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 6.13M +52.0% $102.33M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 4.01M $66.97M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 4.01M $66.97M 0.0% n/c 1 SEC ↗
4 LPL Financial LLC 3.68M $61.49M 0.0% n/c 1 SEC ↗
5 Invesco Ltd. 2.00M $33.47M 0.0% n/c 1 SEC ↗
6 Wells Fargo & Company/Mn 1.75M $29.16M 0.0% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 1.75M $29.16M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 1.74M $29.06M 0.0% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 1.74M $29.06M 0.0% n/c 1 SEC ↗
10 Bank Of America Corp /De/ 1.74M $29.06M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 1.25M $20.87M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 1.25M $20.87M 0.0% n/c 1 SEC ↗
13 UBS Group AG 1.23M $20.47M 0.0% n/c 1 SEC ↗
14 UBS Group AG 1.23M $20.47M 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 1.19M $19.90M 0.0% n/c 1 SEC ↗
16 Baird Financial Group, Inc. 951.92K $15.89M 0.0% n/c 1 SEC ↗
17 Focus Partners Wealth 838.45K $14.00M 0.0% n/c 1 SEC ↗
18 Lido Advisors, LLC 609.44K $10.17M 0.0% n/c 1 SEC ↗
19 Lido Advisors, LLC 609.44K $10.17M 0.0% n/c 1 SEC ↗
20 Mercer Global Advisors Inc /Adv 574.55K $9.59M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 519.13K $8.67M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 519.13K $8.67M 0.0% n/c 1 SEC ↗
23 Envestnet Asset Management Inc 478.10K $7.98M 0.0% n/c 1 SEC ↗
24 Jones Financial Companies Lllp 477.57K $7.97M 0.0% n/c 1 SEC ↗
25 Mml Investors Services, Llc 390.93K $6.53M 0.0% n/c 1 SEC ↗
26 Cetera Investment Advisers 211.94K $3.54M 0.0% n/c 1 SEC ↗
27 Ameriprise Financial Inc 195.24K $3.26M 0.0% n/c 1 SEC ↗
28 Wealth Enhancement Advisory… 190.98K $3.19M 0.0% n/c 1 SEC ↗
29 Captrust Financial Advisors 125.13K $2.09M 0.0% n/c 1 SEC ↗
30 Commonwealth Equity Services, Llc 101.98K $1.70M 0.0% n/c 1 SEC ↗
31 Northwestern Mutual Wealth… 45.82K $764,998 0.0% n/c 1 SEC ↗
32 Truist Financial Corp 41.25K $688,706 0.0% n/c 1 SEC ↗
33 Goldman Sachs Group 37.60K New $627,732 0.0% New 1 SEC ↗
34 Citadel Advisors 16.45K New $274,633 0.0% New 1 SEC ↗
35 Pnc Financial Services Group, Inc. 11.20K $187,035 0.0% n/c 1 SEC ↗
36 Cwm, Llc 10.03K $167,000 0.0% n/c 1 SEC ↗
37 Us Bancorp \De\ 3.88K $64,810 0.0% n/c 1 SEC ↗
38 Fifth Third Bancorp 739 $12,338 0.0% n/c 1 SEC ↗
39 Fidelity (FMR) 603 +2312.0% $10,059 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $627,732 0.0%
Citadel Advisors $274,633 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 211 holders, 78.80M shares, $1.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API