283 tracked 13F filers disclose a position in BSCU as of the latest SEC 13F filings, a combined $1.9B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $178.7M | 10.7M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 2 | Aptus Capital Advisors, LLC | $156.3M | 9.4M | ▲+1.8% Added · +163K sh | Q2 2026 | |
| 3 | Lido Advisors, LLC | $139.1M | 8.4M | ▼−0.9% Reduced · −78K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $86.1M | 5.1M | ▲+2.0% Added · +101K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $85.7M | 5.1M | ▲+1.1% Added · +57K sh | Q1 2026 | |
| 6 | TruWealth Advisors, LLC | $78.3M | 4.7M | ▲+2.9% Added · +132K sh | Q1 2026 | |
| 7 | Clearstead Advisors, LLC | $65.1M | 3.9M | ▲+2.4% Added · +90K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $54.4M | 3.3M | ▲+17% Added · +470K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $46.5M | 2.8M | ▲+11% Added · +287K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $44.1M | 2.6M | ▲+5.5% Added · +137K sh | Q1 2026 | |
| 11 | Atlantic Union Bankshares Corp | $43.6M | 2.6M | ▲+9.0% Added · +216K sh | Q1 2026 | |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | $38.1M | 2.3M | ▲+6.3% Added · +136K sh | Q2 2026 | |
| 13 | UBS Group AG | $37.1M | 2.2M | ▲+7.7% Added · +158K sh | Q1 2026 | |
| 14 | &PARTNERS | $32.7M | 2.0M | ▲+2.8% Added · +53K sh | Q2 2026 | |
| 15 | TLWM | $30.8M | 1.9M | ▲+2.5% Added · +45K sh | Q2 2026 | |
| 16 | MAI Capital Management | $28.0M | 1.7M | ▲+12% Added · +174K sh | Q1 2026 | |
| 17 | IMA Advisory Services, Inc. | $26.3M | 1.6M | ▲+9.0% Added · +130K sh | Q2 2026 | |
| 18 | SHUFRO ROSE & CO LLC | $25.7M | 1.5M | ▲New +1.5M sh | Q2 2026 | |
| 19 | MONECO ADVISORS, LLC | $25.6M | 1.5M | ▲+8.2% Added · +116K sh | Q2 2026 | |
| 20 | Clark Asset Management, LLC | $23.3M | 1.4M | ▲+21% Added · +241K sh | Q2 2026 | |
| 21 | Capital Investment Counsel, LLC | $21.0M | 1.3M | ▲+7.8% Added · +91K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $19.0M | 1.1M | ▲+16% Added · +153K sh | Q1 2026 | |
| 23 | Hills Bank & Trust Co | $17.4M | 1.0M | ▼−60% Reduced · −1.6M sh | Q2 2026 | |
| 24 | FORONJY FINANCIAL LLC | $17.0M | 1.0M | ▲+6.1% Added · +59K sh | Q2 2026 | |
| 25 | Baird Financial Group, Inc. | $16.7M | 999K | ▲+4.2% Added · +40K 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.
Last quarter, 6 funds opened a new position in BSCU and 41 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 153 funds | $17.9B |
| AMAZON.COM INCAMZN | 151 funds | $10.0B |
| MICROSOFT CORPMSFT | 150 funds | $11.9B |
| ALPHABET INC-CL AGOOGL | 148 funds | $8.2B |
| NVIDIA CORPNVDA | 144 funds | $19.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 143 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 140 funds | $6.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 140 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 139 funds | $4.7B |
| BROADCOM INCAVGO | 137 funds | $8.1B |
| JOHNSON & JOHNSONJNJ | 137 funds | $3.4B |
| INVESCO BULLETSHARES 2028 CBBSCS | 136 funds | $623.0M |
Ranked by how many of BSCU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 373 funds | $3.4B |
| BSCSmc | 370 funds | $2.4B |
| BSCQmc | 368 funds | $2.9B |
| BSCTmc | 328 funds | $1.9B |
| BSCUthis pagemc | 283 funds | $1.9B |
| OMFLmc | 246 funds | $2.4B |
| BSCVmc | 212 funds | $1.2B |
| BSJQmc | 169 funds | $635.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BSCU
This ETF 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSCU/capital-change-brief"
Use Arkolith's capital_change_brief for BSCU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSCU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.