← All institutions
Institutional Holdings
BCICOwnership Summary
Institutions Holding
58
Total Shares Held
1,632,713
Total Value Held
$11,751,756
Quarter
2026-06-30
Active Positions
Increased Positions
15
778,987 shares
Decreased Positions
11
272,973 shares
Held Positions
14
530,241 shares
New Positions
5
50,512 shares
Sold Out Positions
13
267,505 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 378,412 | $2,754,839 | Unchanged | 0.61% | 2026-06-30 |
| JB CAPITAL PARTNERS LP | 197,036 | $1,416,689 | ▲ +29,589 | 0.22% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157,910 | $1,163,797 | ▲ +71,157 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 98,879 | $719,840 | ▲ +29,218 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 94,495 | $687,924 | ▼ -10,922 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 93,881 | $683,454 | Unchanged | 0.00% | 2026-06-30 |
| Founders Financial Alliance, LLC | 80,706 | $587,541 | ▼ -2,311 | 0.08% | 2026-06-30 |
| Curi Capital, LLC | 65,000 | $473,200 | ▲ +27,200 | 0.01% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,183 | $387,172 | ▲ +1,522 | 0.00% | 2026-06-30 |
| GABLES CAPITAL MANAGEMENT INC. | 46,531 | $338,746 | ▼ -540 | 0.12% | 2026-06-30 |
| Triumph Capital Management | 41,562 | $302,571 | New position | 0.05% | 2026-06-30 |
| Virtus Investment Advisers, LLC | 39,887 | $290,377 | ▲ +7,057 | 0.07% | 2026-06-30 |
| Trexquant Investment LP | 38,986 | $283,818 | ▲ +15,530 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 33,515 | $243,989 | ▲ +9,315 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 32,411 | $235,952 | ▲ +6,841 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 23,157 | $168,587 | ▼ -6,790 | 0.00% | 2026-06-30 |
| DELTEC ASSET MANAGEMENT LLC | 22,222 | $161,776 | Unchanged | 0.02% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 21,473 | $156,323 | ▲ +26 | 0.00% | 2026-06-30 |
| Accordant Advisory Group Inc | 16,060 | $116,917 | Unchanged | 0.08% | 2026-06-30 |
| Closed-End Fund Advisors, Inc. | 13,265 | $96,569 | ▲ +2,650 | 0.09% | 2026-06-30 |
| LPL Financial LLC | 12,502 | $91,011 | ▲ +1,152 | 0.00% | 2026-06-30 |
| Ethos Financial Group, LLC | 11,038 | $80,357 | ▼ -1,282 | 0.01% | 2026-06-30 |
| UBS Group AG | 10,912 | $79,440 | ▲ +4,796 | 0.00% | 2026-06-30 |
| Perigon Wealth Management, LLC | 10,500 | $76,440 | Unchanged | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 4,019 | $29,258 | ▲ +1,555 | 0.00% | 2026-06-30 |
| Eagle Point Credit Management LLC | 3,634 | $26,456 | Unchanged | 0.04% | 2026-06-30 |
| Nova Wealth Management, Inc. | 2,540 | $18,491 | Unchanged | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,224 | $15,746 | ▼ -2,572 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,468 | $10,686 | ▼ -400 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 1,300 | $9,464 | ▼ -800 | 0.00% | 2026-06-30 |
| Burk Holdings LLC | 1,200 | $8,736 | Unchanged | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 1,129 | $8,000 | ▼ -2,605 | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 1,009 | $7,346 | New position | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 1,000 | $7,280 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 875 | $6,372 | ▼ -1 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 457 | $3,327 | Unchanged | 0.00% | 2026-06-30 |
| Community Financial Services Group, LLC | 127 | $936 | Unchanged | 0.00% | 2026-06-30 |
| Golden State Wealth Management, LLC | 100 | $728 | Unchanged | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 99 | $721 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 45 | $326 | New position | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 40 | $292 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 10,050 | $73 | ▼ -162 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 9 | $66 | ▲ +7 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 9 | $66 | Unchanged | 0.00% | 2026-06-30 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,856 | $57 | New position | 0.00% | 2026-06-30 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| GatePass Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA INVESTMENTS, LP | 0 | $0 | Sold out | 2026-06-30 | |
| MILLENNIUM MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Vident Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Marex Group Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| BNP PARIBAS FINANCIAL MARKETS | 0 | $0 | Sold out | 2026-06-30 | |
| DHJJ Financial Advisors, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0 | Sold out | 2026-06-30 | |
| Allworth Financial LP | 0 | $0 | Sold out | 2026-06-30 |