Who Owns BSCQ
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in BSCQ.
Who crossed 5% of BSCQ →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| TLWMBULSHS 2026 CB1.9M shadded | $36.5M |
| Ledgewood Wealth Advisors, LLCBULSHS 2026 CB298.4K shtrimmed | $5.8M |
| Legacy Private Trust Co.BULSHS 2026 CB206.5K shtrimmed | $4M |
| Horizons Wealth ManagementETF169.8K shtrimmed | $3.3M |
| Ballew Advisors, IncBULSHS 2026 CB66K shtrimmed | $1.3M |
| Farther Finance Advisors, LLCETF61.6K shtrimmed | $1.2M |
| Kessler Investment Group, LLCBULSHS 2026 CB60.6K shtrimmed | $1.2M |
| RVW Wealth, LLCBULSHS 2026 CB31.9K shadded | $622K |
| Mirador Capital Partners LPBULSHS 2026 CB21.6K shadded | $421.6K |
| Apella Capital, LLCBULSHS 2026 CB13.2K shtrimmed | $257.7K |
| SigFig Wealth Management, LLCBULSHS 2026 CB12.2K shtrimmed | $238.6K |
| Kaydan Wealth Management, Inc.BULSHS 2026 CB10.5K shtrimmed | $204.9K |
| EASTERN BANKBULSHS 2026 CB6.1K shtrimmed | $118.3K |
| Marquette Asset Management, LLCBULSHS 2026 CB3.6K shheld | $70.4K |
| ARMSTRONG ADVISORY GROUP, INCBULSHS 2026 CB2.1K shheld | $41.8K |
| Davis Capital ManagementETF140 shheld | $2.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on BSCQ
Follow BSCQ by email
New trades in BSCQ by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.