BNC

Cea Industries Inc Cross-source read$4.80 3.81%
MaterialsCUSIP 86887P309· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 5 added, while 1 reduced; the largest holder to move was Millennium Management LLC (+549%). No open-market insider trades in the last 180 days.

Tracked 13F holders
30
10 in Q2 2026 filings
13F value (tracked)
$15.9M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
7 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$4.80 3.81%5Y -95.7%
$1.83$31.47$61.10$90.73$120.372021202220232024202520261322101298834
Hover for who · click for detailEnd-of-day closing prices52w $1.99 – $16.72

Who owns BNC?

30 tracked 13F filers · ranked by shares held

30 tracked 13F filers disclose a position in BNC as of the latest SEC 13F filings, a combined $15.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Vanguard Capital Management LLC1.9M
$5.2M
−0.1%
Reduced · −2K sh
Q2 2026
2BlackRock, Inc.782K
$2.1M
+21%
Added · +138K sh
Q2 2026
3Millennium Management LLC580K
$1.7M
+549%
Added · +490K sh
Q1 2026
4Geode Capital Management, LLC477K
$1.3M
−8.4%
Reduced · −44K sh
Q2 2026
5BTG Pactual Asset Management US LLC396K
$0
New
+396K sh
Q2 2026
6Susquehanna International Group, LLP396K
$1.2M
+452%
Added · +324K sh
Q1 2026
7Arrington Capital Management, LLC321K
$872K
Held
Q2 2026
8UBS Group AG287K
$837K
−0.5%
Reduced · −2K sh
Q1 2026
9Vanguard Fiduciary Trust Co260K
$706K
+0.7%
Added · +2K sh
Q2 2026
10State Street Corp194K
$529K
Held
Q2 2026
11Marshall Wace, LLP172K
$502K
+284%
Added · +127K sh
Q1 2026
12Northern Trust Corp99K
$290K
Held
Q1 2026
13Morgan Stanley56K
$163K
+2.8%
Added · +2K sh
Q1 2026
14Citadel Advisors LLC48K
$132K
Added
Added · +48K sh
Q2 2026
15Charles Schwab Investment Management Inc35K
$102K
Held
Q1 2026
16Step Capital Management Pte. Ltd.25K
$68K
Held
Q2 2026
17Modera Wealth Management, LLC20K
$0
Held
Q2 2026
18Vanguard Global Advisers, LLC17K
$47K
Held
Q2 2026
19Price T Rowe Associates Inc16K
$44K
Held
Q2 2026
20Weiss Asset Management LP15K
$40K
Held
Q2 2026
21Citizens Financial Group Inc14K
$38K
Held
Q2 2026
22Shay Capital LLC12K
$33K
−63%
Reduced · −20K sh
Q2 2026
23Merit Financial Group, LLC11K
$30K
Held
Q2 2026
24Tower Research Capital LLC (TRC)9K
$27K
+59%
Added · +3K sh
Q1 2026
25Simplex Trading, LLC2K
$4K
−95%
Reduced · −31K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BNC being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BNC and 5 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
5
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BNC also own

CompanyCo-held byTheir position there
Micron Technology IncMU13 funds$19.2B
Nvidia CorpNVDA12 funds$82.8B
Advanced Micro DevicesAMD12 funds$23.0B
Tesla IncTSLA12 funds$12.9B
Oracle CorpORCL12 funds$3.9B
Apple IncAAPL11 funds$52.7B
Alphabet Inc-CL AGOOGL11 funds$39.2B
Microsoft CorpMSFT11 funds$36.9B
Broadcom IncAVGO11 funds$34.2B
Amazon.com IncAMZN11 funds$31.5B
Alphabet Inc-CL CGOOG11 funds$23.2B
Eli Lilly & CoLLY11 funds$18.8B

Ranked by how many of BNC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BNC.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Oct 6, 2025McDonald Anthony KPresident, DirectorBuy (P)6K$50K
Oct 1, 2025McDonald Anthony KPresident, DirectorBuy (P)1K$10K
Dec 10, 2024McDonald Anthony KCEO/President, DirectorBuy (P)
6 lots, same day
3K$24K
Dec 9, 2024McDonald Anthony KCEO/President, DirectorBuy (P)
4 lots, same day
2K$17K
Dec 6, 2024McDonald Anthony KCEO/President, DirectorBuy (P)
3 lots, same day
1K$9K
Jun 8, 2018Bechtel ChrisCEO/President, DirectorBuy (P)781K$78K
Jan 29, 2018Doucet Aaron TrentInsiderSell (S)300K$129K
Jan 26, 2018Doucet Aaron TrentInsiderSell (S)400K$164K
Jan 25, 2018Doucet Aaron TrentInsiderSell (S)50K$22K
Dec 12, 2017Bechtel ChrisCEO/President, DirectorBuy (P)850K$60K
Apr 6, 2017Keen Brandy MarieVP Sales, Secretary, Director, 10% OwnerSell (S)
2 lots, same day
4.3M$470K
Apr 5, 2017Keen Brandy MarieVP Sales, Secretary, Director, 10% OwnerSell (S)
2 lots, same day
7.1M$784K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
95
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
BNC is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

10 tracked filers in Q2 2026 filingsstill filing
01937Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BNCthis pageCOMMON STOCK30 funds$15.9M
BNCWW*W EXP 02/11/2028 funds$11K
BNCWZ*W EXP 08/05/2021 funds$1K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

6 most recent

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Connected entities for BNC

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Ask your agent what changed in BNC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BNC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BNC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BNC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.