BSCV — Institutional owners (13F)

234 filers · $1.4B total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Aptus Capital Advisors, LLC $177,497,526 10,832,928 12.70% Shares
MORGAN STANLEY $125,762,055 7,675,438 9.00% Shares
RAYMOND JAMES FINANCIAL INC $70,256,557 4,287,858 5.03% Shares
LPL Financial LLC $57,514,884 3,510,216 4.12% Shares
Atlantic Union Bankshares Corp $50,327,990 3,071,589 3.60% Shares
Invesco Ltd. $40,068,830 2,445,458 2.87% Shares
Avior Wealth Management, LLC $39,336,984 2,400,792 2.81% Shares
HENGEHOLD CAPITAL MANAGEMENT LLC $39,246,380 2,395,263 2.81% Shares
WELLS FARGO & COMPANY/MN $35,786,186 2,184,082 2.56% Shares
BANK OF AMERICA CORP /DE/ $35,731,278 2,180,731 2.56% Shares
UBS Group AG $29,830,204 1,820,580 2.13% Shares
ROYAL BANK OF CANADA $26,960,000 1,645,463 1.93% Shares
MONECO ADVISORS, LLC $25,870,081 1,578,888 1.85% Shares
&PARTNERS $25,707,595 1,568,920 1.84% Shares
Capital Investment Counsel, LLC $21,889,705 1,335,960 1.57% Shares
STIFEL FINANCIAL CORP $21,486,280 1,311,336 1.54% Shares
Headland Capital, LLC $21,364,405 1,303,900 1.53% Shares
Waverly Advisors, LLC $20,573,608 1,255,637 1.47% Shares
TruWealth Advisors, LLC $20,454,504 1,242,679 1.46% Shares
Clark Asset Management, LLC $18,836,655 1,149,628 1.35% Shares
Baird Financial Group, Inc. $17,270,855 1,054,065 1.24% Shares
GPM Growth Investors, Inc. $16,252,102 991,889 1.16% Shares
MAI Capital Management $15,960,494 974,092 1.14% Shares
Legacy Financial Group LLC $13,866,109 846,268 0.99% Shares
ENVESTNET ASSET MANAGEMENT INC $12,300,355 750,708 0.88% Shares
JONES FINANCIAL COMPANIES LLLP $11,309,094 688,529 0.81% Shares
COOKSON PEIRCE & CO INC $10,927,926 666,947 0.78% Shares
CENTRAL VALLEY ADVISORS, LLC $10,869,242 663,366 0.78% Shares
DAVIS R M INC $10,700,036 653,039 0.77% Shares
AMJ Financial Wealth Management $10,246,399 622,503 0.73% Shares
Lido Advisors, LLC $10,033,177 612,339 0.72% Shares
Hills Bank & Trust Co $9,877,797 602,856 0.71% Shares
Goepper Burkhardt LLC $9,637,641 588,199 0.69% Shares
Cornerstone Planning, LLC $9,613,052 586,699 0.69% Shares
Modern Wealth Management, LLC $9,009,156 549,842 0.64% Shares
Asset Dedication, LLC $8,997,695 549,142 0.64% Shares
OSAIC HOLDINGS, INC. $8,983,885 548,149 0.64% Shares
Kaye Capital Management $8,569,492 518,421 0.61% Shares
AMERIPRISE FINANCIAL INC $8,392,116 512,472 0.60% Shares
KIRR MARBACH & CO LLC /IN/ $7,998,453 488,157 0.57% Shares
JANE STREET GROUP, LLC $7,958,915 485,744 0.57% Shares
HUB Investment Partners, LLC $7,819,639 477,244 0.56% Shares
Marietta Wealth Management, LLC $7,804,814 476,339 0.56% Shares
MML INVESTORS SERVICES, LLC $7,606,673 464,246 0.54% Shares
Kestra Advisory Services, LLC $7,486,385 456,905 0.54% Shares
Sanctuary Advisors, LLC $7,435,400 453,793 0.53% Shares
Red Spruce Capital, LLC $6,918,681 422,257 0.50% Shares
Decker Wealth Management LLC $6,709,816 409,510 0.48% Shares
Carmel Capital Partners, LLC $6,474,796 395,166 0.46% Shares
Waycross Investment Management Co $6,109,197 372,853 0.44% Shares
TRUIST FINANCIAL CORP $6,047,309 369,076 0.43% Shares
Apollon Wealth Management, LLC $5,693,415 347,477 0.41% Shares
Cetera Investment Advisers $5,339,648 325,887 0.38% Shares
BCS Wealth Management $5,117,460 312,326 0.37% Shares
NorthAvenue LLC $4,976,489 303,722 0.36% Shares
STEPHENS INC /AR/ $4,944,830 301,790 0.35% Shares
Vishria Bird Financial Group, LLC $4,680,058 280,579 0.33% Shares
Colonial Trust Advisors $4,638,457 283,092 0.33% Shares
MORTON COMMUNITY BANK $4,397,734 268,400 0.31% Shares
Straight Path Wealth Management $4,321,062 263,721 0.31% Shares
Ledgewood Wealth Advisors, LLC $4,166,472 254,286 0.30% Shares
Carroll Advisory Group, LLC $4,086,316 249,394 0.29% Shares
Coastline Complete Wealth LLC $3,863,590 234,726 0.28% Shares
NOVARE CAPITAL MANAGEMENT LLC $3,630,392 221,568 0.26% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $3,613,449 220,534 0.26% Shares
Horizons Wealth Management $3,570,388 216,913 0.26% Shares
AA Financial Advisors, LLC $3,530,502 215,472 0.25% Shares
Infinity Wealth Counsel, LLC $3,318,503 202,533 0.24% Shares
Farnam Financial LLC $3,179,828 194,069 0.23% Shares
Opulen Financial Group LLC $3,162,905 193,037 0.23% Shares
Exchange Capital Management, Inc. $3,123,472 188,958 0.22% Shares
Wilkins Miller Wealth Management, LLC $2,964,857 180,949 0.21% Shares
Savvy Advisors, Inc. $2,899,031 176,932 0.21% Shares
Addison Advisors LLC $2,869,128 175,107 0.21% Shares
Carnegie Investment Counsel $2,859,265 174,505 0.20% Shares
CWM, LLC $2,711,598 164,739 0.19% Shares
CAPTRUST FINANCIAL ADVISORS $2,692,513 164,328 0.19% Shares
FOURPATH CAPITAL MANAGEMENT, LLC $2,579,786 157,448 0.18% Shares
Heritage Trust Co $2,542,149 155,151 0.18% Shares
Equitable Holdings, Inc. $2,521,644 153,900 0.18% Shares
WEBSTER BANK, N. A. $2,516,146 153,564 0.18% Shares
LeClair Wealth Partners LLC $2,471,726 150,853 0.18% Shares
SFE Investment Counsel $2,376,137 145,019 0.17% Shares
HUNTINGTON NATIONAL BANK $2,268,461 138,447 0.16% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,206,504 134,666 0.16% Shares
Colonial Trust Co / SC $2,070,654 126,375 0.15% Shares
NewEdge Advisors, LLC $1,972,535 120,387 0.14% Shares
Ellevest, Inc. $1,970,731 120,277 0.14% Shares
ProVise Management Group, LLC $1,876,328 114,515 0.13% Shares
SAWGRASS ASSET MANAGEMENT LLC $1,638,811 100,019 0.12% Shares
Independence Bank of Kentucky $1,555,264 94,920 0.11% Shares
BUTENSKY & COHEN FINANCIAL SECURITY, INC $1,537,109 93,385 0.11% Shares
Oliver Luxxe Assets LLC $1,521,986 92,889 0.11% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $1,497,732 91,409 0.11% Shares
EVERPAR ADVISORS LLC $1,484,501 90,601 0.11% Shares
G2 CAPITAL MANAGEMENT, LLC / OH $1,478,180 90,215 0.11% Shares
Golden Reserve Retirement LLC $1,470,470 89,745 0.11% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,444,403 88,397 0.10% Shares
ArborFi Advisors, LLC $1,389,301 84,791 0.10% Shares
J.W. COLE ADVISORS, INC. $1,370,874 83,666 0.10% Shares
River Wealth Advisors LLC $1,318,141 80,448 0.09% Shares
Clearstead Advisors, LLC $1,275,721 77,859 0.09% Shares
Ark Wealth Advisors LLC $1,272,279 77,649 0.09% Shares
Farther Finance Advisors, LLC $1,186,651 72,423 0.08% Shares
Avise Financial Cooperative, Inc. $1,160,461 70,825 0.08% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,144,940 69,877 0.08% Shares
CITADEL ADVISORS LLC $1,123,225 68,552 0.08% Shares
Atria Investments, Inc $1,088,002 66,402 0.08% Shares
CONTINUUM WEALTH ADVISORS, LLC $1,086,391 66,304 0.08% Shares
CVFG LLC $1,025,174 62,568 0.07% Shares
Redmond Asset Management, LLC $1,005,498 61,367 0.07% Shares
Legacy Wealth Management, LLC / MS $1,001,861 61,145 0.07% Shares
Beacon Pointe Advisors, LLC $968,911 59,134 0.07% Shares
VestGen Advisors, LLC $935,878 57,118 0.07% Shares
Parallel Advisors, LLC $904,653 55,212 0.06% Shares
FCA CORP /TX $885,506 54,044 0.06% Shares
PRINCIPAL SECURITIES, INC. $837,208 51,096 0.06% Shares
Kohmann Bosshard Financial Services, LLC $802,456 48,975 0.06% Shares
Integrated Wealth Concepts LLC $801,288 48,904 0.06% Shares
H D Vest Advisory Services $797,662 48,255 0.06% Shares
Apella Capital, LLC $776,617 47,485 0.06% Shares
Aprio Wealth Management, LLC $747,056 45,594 0.05% Shares
IMA Advisory Services, Inc. $741,401 45,249 0.05% Shares
Coordinated Financial Services, Inc. $701,069 42,592 0.05% Shares
Allen Capital Group, LLC $676,340 41,278 0.05% Shares
HANOVER ADVISORS INC $674,800 41,184 0.05% Shares
Concurrent Investment Advisors, LLC $663,646 40,503 0.05% Shares
Geneos Wealth Management Inc. $653,142 39,850 0.05% Shares
SAX WEALTH ADVISORS, LLC $614,376 37,325 0.04% Shares
Stratos Wealth Partners, LTD. $578,391 35,300 0.04% Shares
Wealth Quarterback LLC $564,491 34,452 0.04% Shares
Hobbs Group Advisors, LLC $563,634 34,399 0.04% Shares
Coordinated Financial Services, Inc./CO $549,254 33,676 0.04% Shares
HARBOUR INVESTMENTS, INC. $548,499 33,476 0.04% Shares
Ironwood Financial, llc $534,471 32,840 0.04% Shares
Apeiron RIA LLC $516,554 31,526 0.04% Shares
First Command Advisory Services, Inc. $515,934 31,488 0.04% Shares
Axis Wealth Partners, LLC $510,999 31,187 0.04% Shares
Focus Partners Advisor Solutions, LLC $508,197 31,016 0.04% Shares
Capital Investment Advisory Services, LLC $475,165 29,000 0.03% Shares
Quartz Partners, LLC $457,830 27,942 0.03% Shares
Sterling Financial Group, Inc. $434,881 26,072 0.03% Shares
Redwood Financial Network Corp $430,329 26,263 0.03% Shares
Redhawk Wealth Advisors, Inc. $424,499 25,908 0.03% Shares
MISSION WEALTH MANAGEMENT, LP $423,242 25,831 0.03% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $399,279 24,376 0.03% Shares
JM2 Capital Inc. $363,368 22,177 0.03% Shares
Milestones Private Investment Advisors LLC $362,589 22,129 0.03% Shares
Segment Wealth Management, LLC $358,012 21,850 0.03% Shares
ETF Store, Inc. $350,989 21,421 0.03% Shares
Prosperity Wealth Management, Inc. $346,839 20,775 0.02% Shares
YANKCOM Partnership $339,710 20,733 0.02% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $338,087 20,634 0.02% Shares
HOWARD WEALTH MANAGEMENT, LLC $336,056 20,510 0.02% Shares
Capital Investment Advisors, LLC $333,708 20,367 0.02% Shares
XY Planning Network, Inc. $323,876 19,767 0.02% Shares
Tempo Wealth, LLC $322,758 19,698 0.02% Shares
AXXCESS WEALTH MANAGEMENT, LLC $308,317 18,817 0.02% Shares
Private Advisor Group, LLC $307,625 18,775 0.02% Shares
Rothschild Wealth LLC $302,860 18,484 0.02% Shares
WHITENER CAPITAL MANAGEMENT, INC. $300,922 18,282 0.02% Shares
SIGMA INVESTMENT COUNSELORS INC $296,890 18,037 0.02% Shares
Wingate Wealth Advisors, Inc. $295,172 18,015 0.02% Shares
Pinnacle Bancorp, Inc. $288,933 17,634 0.02% Shares
Roundview Capital LLC $275,285 16,801 0.02% Shares
Bill Few Associates, Inc. $271,991 16,600 0.02% Shares
HighTower Advisors, LLC $266,797 16,283 0.02% Shares
Legacy Wealth Partners, LLC $264,306 16,131 0.02% Shares
Gladstone Institutional Advisory LLC $261,515 15,961 0.02% Shares
Cherry Tree Wealth Management, LLC $251,772 15,366 0.02% Shares
RPg Family Wealth Advisory, LLC $245,775 15,000 0.02% Shares
Dynamic Advisor Solutions LLC $243,422 14,856 0.02% Shares
Vestmark Advisory Solutions, Inc. $230,678 14,079 0.02% Shares
CRA Financial Services, LLC $222,426 13,575 0.02% Shares
Accurate Wealth Management, LLC $219,822 13,453 0.02% Shares
Livet Wealth, LLC $216,905 13,238 0.02% Shares
MERCER GLOBAL ADVISORS INC /ADV $210,737 12,862 0.02% Shares
BENJAMIN EDWARDS INC $206,824 12,623 0.01% Shares
Compton Financial Group, LLC $200,001 12,206 0.01% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $198,653 12,124 0.01% Shares
GILL CAPITAL PARTNERS, LLC $197,193 12,035 0.01% Shares
Darden Wealth Group Inc $196,620 12,000 0.01% Shares
Sequoia Financial Advisors, LLC $193,212 11,792 0.01% Shares
Kingsview Wealth Management, LLC $190,689 11,638 0.01% Shares
Berman McAleer LLC $189,984 11,595 0.01% Shares
Mariner, LLC $188,477 11,503 0.01% Shares
Somerset Trust Co $187,674 11,454 0.01% Shares
MINDSET WEALTH MANAGEMENT, LLC $186,297 11,370 0.01% Shares
Larson Financial Group LLC $183,822 11,219 0.01% Shares
SENTINEL PENSION ADVISORS, LLC $178,097 10,889 0.01% Shares
Yoder Wealth Management, Inc. $175,320 10,700 0.01% Shares
FIFTH THIRD BANCORP $174,572 10,654 0.01% Shares
Key Financial Inc $173,665 10,599 0.01% Shares
WORLD EQUITY GROUP, INC. $172,421 10,523 0.01% Shares
RVW Wealth, LLC $167,455 10,220 0.01% Shares
Knights of Columbus Asset Advisors LLC $164,325 10,029 0.01% Shares
Rockefeller Capital Management L.P. $162,326 9,907 0.01% Shares
COMERICA BANK $151,106 9,051 0.01% Shares
US BANCORP \DE\ $124,805 7,617 0.01% Shares
PNC Financial Services Group, Inc. $118,872 7,255 0.01% Shares
IFP Advisors, Inc $105,061 6,412 0.01% Shares
MONTAG A & ASSOCIATES INC $102,472 6,254 0.01% Shares
EP Wealth Advisors, LLC $102,128 6,233 0.01% Shares
Marquette Asset Management, LLC $92,182 5,626 0.01% Shares
Wilmington Savings Fund Society, FSB $81,925 5,000 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $75,856 4,631 0.01% Shares
Sarver Vrooman Wealth Advisors $70,933 4,498 0.01% Shares
SJS Investment Consulting Inc. $65,655 4,007 0.00% Shares
Ashton Thomas Private Wealth, LLC $64,016 3,907 0.00% Shares
Davis Capital Management $55,775 3,404 0.00% Shares
Steward Partners Investment Advisory, LLC $54,827 3,346 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $41,864 2,555 0.00% Shares
EASTERN BANK $33,032 2,016 0.00% Shares
AlphaCore Capital LLC $32,819 2,003 0.00% Shares
FMR LLC $32,594 1,989 0.00% Shares
Allworth Financial LP $29,493 1,800 0.00% Shares
IFG Advisory, LLC $27,312 1,667 0.00% Shares
Global Retirement Partners, LLC $23,955 1,462 0.00% Shares
City State Bank $22,005 1,343 0.00% Shares
PRIVATE TRUST CO NA $21,645 1,321 0.00% Shares
AdvisorNet Financial, Inc $19,613 1,197 0.00% Shares
Janney Montgomery Scott LLC $16,922 1,032,789 0.00% Shares
JPMORGAN CHASE & CO $16,200 986 0.00% Shares
VANGUARD ADVISERS INC $14,554 884 0.00% Shares
RHL GROUP, LLC $13,456 841 0.00% Shares
BankPlus Trust Department $9,831 600 0.00% Shares
Keating Financial Advisory Services, Inc. $9,637 588 0.00% Shares
Topsail Wealth Management, LLC $8,193 500 0.00% Shares
Allspring Global Investments Holdings, LLC $7,284 444 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,506 152,960 0.00% Shares
Golden State Wealth Management, LLC $1,685 102 0.00% Shares
Caldwell Trust Co $1,016 62 0.00% Shares
Capital Analysts, LLC $504 30,761 0.00% Shares
Smithfield Trust Co $22 1,309 0.00% Shares