Among active 13F managers last quarter, 6 opened and 17 added, while 3 reduced; the largest holder to move was Cookson Peirce & Co Inc (−0.2%).
60 tracked 13F filers disclose a position in BSCZ as of the latest SEC 13F filings, a combined $133.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.0M | $40.5M | ▲20× Added · +1.9M sh | Q1 2026 | |
| 2 | Cookson Peirce & Co Inc | 536K | $11.0M | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 382K | $7.8M | ▲+200% Added · +254K sh | Q1 2026 | |
| 4 | Carolina Wealth Advisors, LLC | 293K | $6.0M | ▲+1.8% Added · +5K sh | Q2 2026 | |
| 5 | Gill Capital Partners, LLC | 245K | $5.0M | ▲+23% Added · +46K sh | Q2 2026 | |
| 6 | Clark Asset Management, LLC | 212K | $4.3M | ▲+53% Added · +74K sh | Q2 2026 | |
| 7 | Stephens Inc | 190K | $3.9M | ▲+14% Added · +24K sh | Q2 2026 | |
| 8 | Carroll Advisory Group, LLC | 161K | $3.3M | ▲+9.6% Added · +14K sh | Q2 2026 | |
| 9 | Equitable Holdings, Inc. | 161K | $3.3M | ▲+39% Added · +45K sh | Q2 2026 | |
| 10 | BCS Wealth Management | 135K | $2.8M | ▲+11% Added · +13K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 133K | $2.7M | ▼−14% Reduced · −21K sh | Q2 2026 | |
| 12 | Jones Financial Companies LLLP | 131K | $2.7M | ▲New +131K sh | Q1 2026 | |
| 13 | LeClair Wealth Partners LLC | 120K | $2.5M | ▲Added Added · +120K sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 120K | $2.5M | ▲+31% Added · +28K sh | Q1 2026 | |
| 15 | Envestnet Asset Management Inc | 115K | $2.4M | ▲+61% Added · +44K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 110K | $2.3M | ▲+108% Added · +57K sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 102K | $2.1M | ▼−16% Reduced · −19K sh | Q1 2026 | |
| 18 | Infinity Wealth Counsel, LLC | 94K | $1.9M | ▲+21% Added · +16K sh | Q2 2026 | |
| 19 | Ellevest, Inc. | 93K | $1.9M | ▲+4.0% Added · +4K sh | Q2 2026 | |
| 20 | Morgan Stanley | 93K | $1.9M | ▲84× Added · +92K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | 76K | $1.6M | ▲+25% Added · +15K sh | Q1 2026 | |
| 22 | Butensky & Cohen Financial Security, Inc | 74K | $1.5M | ▲+8.9% Added · +6K sh | Q2 2026 | |
| 23 | Golden Reserve Retirement LLC | 71K | $1.5M | ▲+37% Added · +19K sh | Q2 2026 | |
| 24 | MML Investors Services, LLC | 66K | $1.3M | ▲+45% Added · +20K sh | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 63K | $1.3M | ▲+165% Added · +39K 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 BSCZ and 17 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 31 funds | $6.1B |
| Apple IncAAPL | 31 funds | $4.4B |
| Amazon.com IncAMZN | 31 funds | $3.2B |
| Microsoft CorpMSFT | 31 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 31 funds | $2.3B |
| Walmart IncWMT | 31 funds | $827.1M |
| Invesco Bulletshares 2029 CBBSCT | 31 funds | $136.9M |
| Invesco Bulletshares 2031 CBBSCV | 31 funds | $91.9M |
| Invesco Bulletshares 2032 CBBSCW | 31 funds | $82.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 30 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 30 funds | $1.7B |
| JPMorgan Chase & CoJPM | 30 funds | $1.5B |
Ranked by how many of BSCZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSCZ.
| Class | 13F holders | Value held |
|---|---|---|
| BSCWUIE | 157 funds | $1.1B |
| BSCXTRD SLF IDX FD INVESCO BULLETSH | 115 funds | $697.2M |
| BSCYEXCHANGE TRADED | 87 funds | $370.5M |
| BSJUMF Closed and MF Open | 71 funds | $154.6M |
| BSSXmc | 65 funds | $75.8M |
| BSCZthis pageUIE | 62 funds | $134.3M |
| BSMWExchange Traded Fund | 62 funds | $115.9M |
| BSMYmc | 49 funds | $71.1M |
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 BSCZ
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/BSCZ/capital-change-brief"
Use Arkolith's capital_change_brief for BSCZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for BSCZ. Filings are public domain, sourced to SEC EDGAR.