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Who Owns BSCV

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 BSCV.

Who crossed 5% of BSCV →
Managers holding
11
as of 2026-09-30
Reported value
$22.7M
summed across filings
Shares held
1.4M
Added vs trimmed
3 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Red Spruce Capital, LLCBULETSHS 2031 CP422.1K shtrimmed$6.7M
Decker Wealth Management LLCBULETSHS 2031 CP397.1K shtrimmed$6.3M
Ledgewood Wealth Advisors, LLCBULETSHS 2031 CP253.4K shtrimmed$4M
Horizons Wealth ManagementETF230.4K shadded$3.6M
Farther Finance Advisors, LLCETF49.5K shtrimmed$780.2K
Apella Capital, LLCBULETSHS 2031 CP49K shadded$777K
Bill Few Associates, Inc.BULETSHS 2031 CP16.6K shheld$261.8K
RVW Wealth, LLCBULETSHS 2031 CP10.2K shheld$161.2K
Marquette Asset Management, LLCBULETSHS 2031 CP5.6K shheld$88.7K
Davis Capital ManagementETF3.6K shadded$56.9K
EASTERN BANKBULETSHS 2031 CP2K shheld$31.8K

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.

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