Holdings Channel
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Funds Holding BSCS

On this page, we present all of the funds holding BSCS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSCS, with a link to that fund's top holdings. The next columns indicate the amount of BSCS stock held by each of the funds holding BSCS, followed by the BSCS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 192 funds holding BSCS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding BSCS), click the fund name in the "Holder" column of the funds-holding-BSCS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley5,164,426$104,735 12/31/2023
     BSCS5,164,426$104,735 12/31/2023
TruWealth Advisors LLC2,543,759$51,053 03/31/2024
     BSCS2,543,759$51,053 03/31/2024
Wells Fargo & Company MN2,317,200$46,993 12/31/2023
     BSCS2,317,200$46,993 12/31/2023
Raymond James Financial Services Advisors Inc.2,188,793$43,929 03/31/2024
     BSCS2,188,793$43,929 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC1,887,228$38,273 12/31/2023
     BSCS1,887,228$38,273 12/31/2023
Lido Advisors LLC1,802,986$36,565 12/31/2023
     BSCS1,802,986$36,565 12/31/2023
LPL Financial LLC1,555,695$31,550 12/31/2023
     BSCS1,555,695$31,550 12/31/2023
Brookstone Capital Management1,554,840$31,206 03/31/2024
     BSCS1,554,840$31,206 03/31/2024
Eastern Bank1,419,015$28,778 12/31/2023
     BSCS1,419,015$28,778 12/31/2023
Bank of America Corp DE1,409,684$28,588 12/31/2023
     BSCS1,409,684$28,588 12/31/2023
UBS Group AG1,304,148$26,448 12/31/2023
     BSCS1,304,148$26,448 12/31/2023
Tlwm1,156,406$23,209 03/31/2024
     BSCS1,156,406$23,209 03/31/2024
Aptus Capital Advisors LLC1,118,711$22,687 12/31/2023
     BSCS1,118,711$22,687 12/31/2023
Motley Fool Wealth Management LLC1,060,673$21,504 12/31/2023
     BSCS1,060,673$21,504 12/31/2023
Hills Bank & Trust Co874,172$17,728 12/31/2023
     BSCS874,172$17,728 12/31/2023
Raymond James & Associates881,276$17,687 03/31/2024
     BSCS881,276$17,687 03/31/2024
Invesco Ltd.803,190$16,289 12/31/2023
     BSCS803,190$16,289 12/31/2023
Advisor Group Holdings Inc.694,272$14,080 12/31/2023
     BSCS694,272$14,080 12/31/2023
Sterling Financial Group Inc.611,213$12,267 03/31/2024
     BSCS611,213$12,267 03/31/2024
Royal Bank of Canada571,065$11,581 12/31/2023
     BSCS571,065$11,581 12/31/2023
Legacy Financial Group LLC559,785$11,235 03/31/2024
     BSCS559,785$11,235 03/31/2024
Jane Street Group LLC543,567$11,024 12/31/2023
     BSCS543,567$11,024 12/31/2023
Asset Dedication LLC538,224$10,789 03/31/2024
     BSCS538,224$10,789 03/31/2024
Cookson Peirce & Co. Inc.465,888$9,350 03/31/2024
     BSCS465,888$9,350 03/31/2024
Janney Montgomery Scott LLC458,146$9,291 12/31/2023
     BSCS458,146$9,291 12/31/2023
Stifel Financial Corp448,042$9,086 12/31/2023
     BSCS448,042$9,086 12/31/2023
Advisors Capital Management LLC447,483$9,075 12/31/2023
     BSCS447,483$9,075 12/31/2023
Ironwood Financial llc406,019$8,149 03/31/2024
     BSCS406,019$8,149 03/31/2024
IMA Wealth Inc.341,595$6,856 03/31/2024
     BSCS341,595$6,856 03/31/2024
Vista Investment Management318,763$6,465 12/31/2023
     BSCS318,763$6,465 12/31/2023
HighTower Advisors LLC318,495$6,459 12/31/2023
     BSCS318,495$6,459 12/31/2023
TCG Advisory Services LLC298,225$6,048 12/31/2023
     BSCS298,225$6,048 12/31/2023
Colony Group LLC293,934$5,961 12/31/2023
     BSCS293,934$5,961 12/31/2023
Ameriprise Financial Inc.288,975$5,855 12/31/2023
     BSCS288,975$5,855 12/31/2023
Marietta Wealth Management LLC285,679$5,734 03/31/2024
     BSCS285,679$5,734 03/31/2024
Cambridge Investment Research Advisors Inc.281,546$5,651 03/31/2024
     BSCS281,546$5,651 03/31/2024
Goepper Burkhardt LLC268,000$5,384 12/31/2023
     BSCS268,000$5,384 12/31/2023
Red Spruce Capital LLC258,284$5,184 03/31/2024
     BSCS258,284$5,184 03/31/2024
Legacy CG LLC254,789$5,114 03/31/2024
     BSCS254,789$5,114 03/31/2024
Private Advisor Group LLC244,892$4,966 12/31/2023
     BSCS244,892$4,966 12/31/2023
WJ Wealth Management LLC242,725$4,871 03/31/2024
     BSCS242,725$4,871 03/31/2024
Equitable Holdings Inc.225,407$4,571 12/31/2023
     BSCS225,407$4,571 12/31/2023
Envestnet Asset Management Inc.221,293$4,488 12/31/2023
     BSCS221,293$4,488 12/31/2023
Country Club Bank GFN207,822$4,171 03/31/2024
     BSCS207,822$4,171 03/31/2024
Commonwealth Equity Services LLC202,026$4,097 12/31/2023
     BSCS202,026$4,097 12/31/2023
Horizons Wealth Management195,771$3,970 03/31/2024
     BSCS195,771$3,970 03/31/2024
Carmel Capital Partners LLC187,721$3,768 03/31/2024
     BSCS187,721$3,768 03/31/2024
Carnegie Capital Asset Management LLC184,400$3,739 12/31/2023
     BSCS184,400$3,739 12/31/2023
Legacy Private Trust Co.184,001$3,693 03/31/2024
     BSCS184,001$3,693 03/31/2024
Altus Wealth Group LLC181,294$3,677 12/31/2023
     BSCS181,294$3,677 12/31/2023
Stonebridge Capital Advisors LLC172,406$3,496 12/31/2023
     BSCS172,406$3,496 12/31/2023
Oliver Luxxe Assets LLC173,254$3,477 03/31/2024
     BSCS173,254$3,477 03/31/2024
Vaughan David Investments LLC IL164,899$3,344 12/31/2023
     BSCS164,899$3,344 12/31/2023
Financial Advisory Corp UT ADV160,715$3,226 03/31/2024
     BSCS160,715$3,226 03/31/2024
Rebalance LLC160,001$3,211 03/31/2024
     BSCS160,001$3,211 03/31/2024
Procyon Private Wealth Partners LLC158,307$3,177 03/31/2024
     BSCS158,307$3,177 03/31/2024
Integrated Wealth Concepts LLC149,525$3,032 12/31/2023
     BSCS149,525$3,032 12/31/2023
Exchange Capital Management Inc.140,223$2,814 03/31/2024
     BSCS140,223$2,814 03/31/2024
Camelot Portfolios LLC135,838$2,755 12/31/2023
     BSCS135,838$2,755 12/31/2023
Addison Advisors LLC131,957$2,676 12/31/2023
     BSCS131,957$2,676 12/31/2023
SFE Investment Counsel125,999$2,555 12/31/2023
     BSCS125,999$2,555 12/31/2023
Matthew Goff Investment Advisor LLC126,681$2,542 03/31/2024
     BSCS126,681$2,542 03/31/2024
MML Investors Services LLC123,150$2,497 12/31/2023
     BSCS123,150$2,497 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management119,902$2,432 12/31/2023
     BSCS119,902$2,432 12/31/2023
BCS Wealth Management120,219$2,413 03/31/2024
     BSCS120,219$2,413 03/31/2024
Novare Capital Management LLC116,731$2,367 12/31/2023
     BSCS116,731$2,367 12/31/2023
Souders Financial Advisors116,578$2,364 12/31/2023
     BSCS116,578$2,364 12/31/2023
MONECO Advisors LLC109,130$2,190 03/31/2024
     BSCS109,130$2,190 03/31/2024
Secure Asset Management LLC106,381$2,157 12/31/2023
     BSCS106,381$2,157 12/31/2023
Nottingham Advisors Inc.100,087$2,030 12/31/2023
     BSCS100,087$2,030 12/31/2023
Orion Portfolio Solutions LLC98,171$1,981 12/31/2023
     BSCS98,171$1,981 12/31/2023
Aspen Investment Management Inc97,190$1,951 03/31/2024
     BSCS97,190$1,951 03/31/2024
Colonial Trust Advisors92,165$1,869 12/31/2023
     BSCS92,165$1,869 12/31/2023
Northwestern Mutual Wealth Management Co.90,338$1,832 12/31/2023
     BSCS90,338$1,832 12/31/2023
Susquehanna International Group LLP86,240$1,749 12/31/2023
     BSCS86,240$1,749 12/31/2023
Davis R M Inc.85,502$1,734 12/31/2023
     BSCS85,502$1,734 12/31/2023
Morton Community Bank84,760$1,719 12/31/2023
     BSCS84,760$1,719 12/31/2023
Truist Financial Corp83,870$1,701 12/31/2023
     BSCS83,870$1,701 12/31/2023
Gill Capital Partners LLC83,702$1,697 12/31/2023
     BSCS83,702$1,697 12/31/2023
Gladstone Institutional Advisory LLC74,648$1,514 12/31/2023
     BSCS74,648$1,514 12/31/2023
G2 Capital Management LLC OH73,600$1,493 12/31/2023
     BSCS73,600$1,493 12/31/2023
AlphaStar Capital Management LLC71,803$1,456 12/31/2023
     BSCS71,803$1,456 12/31/2023
Sawgrass Asset Management LLC70,449$1,429 12/31/2023
     BSCS70,449$1,429 12/31/2023
Geneos Wealth Management Inc.69,979$1,419 12/31/2023
     BSCS69,979$1,419 12/31/2023
Ellevest Inc.68,767$1,395 12/31/2023
     BSCS68,767$1,395 12/31/2023
Colonial Trust Co SC67,060$1,360 12/31/2023
     BSCS67,060$1,360 12/31/2023
Phoenix Holdings Ltd.67,057$1,358 12/31/2023
     BSCS67,057$1,358 12/31/2023
Straight Path Wealth Management59,779$1,212 12/31/2023
     BSCS59,779$1,212 12/31/2023
Stratos Wealth Partners LTD.59,080$1,186 03/31/2024
     BSCS59,080$1,186 03/31/2024
Segment Wealth Management LLC57,530$1,155 03/31/2024
     BSCS57,530$1,155 03/31/2024
Citadel Advisors LLC56,396$1,144 12/31/2023
     BSCS56,396$1,144 12/31/2023
IFP Advisors Inc54,548$1,106 12/31/2023
     BSCS54,548$1,106 12/31/2023
Butensky & Cohen Financial Security Inc.52,809$1,060 03/31/2024
     BSCS52,809$1,060 03/31/2024
Flaharty Asset Management LLC51,915$1,053 12/31/2023
     BSCS51,915$1,053 12/31/2023
Redwood Financial Network Corp51,635$1,047 12/31/2023
     BSCS51,635$1,047 12/31/2023
Apeiron RIA LLC50,449$1,013 03/31/2024
     BSCS50,449$1,013 03/31/2024
Hobbs Group Advisors LLC49,103$996 12/31/2023
     BSCS49,103$996 12/31/2023
Kohmann Bosshard Financial Services LLC47,242$948 03/31/2024
     BSCS47,242$948 03/31/2024
Blue Barn Wealth LLC46,530$944 12/31/2023
     BSCS46,530$944 12/31/2023
Captrust Financial Advisors46,286$939 12/31/2023
     BSCS46,286$939 12/31/2023
Apella Capital LLC45,686$913 03/31/2024
     BSCS45,686$913 03/31/2024
Kestra Advisory Services LLC44,753$908 12/31/2023
     BSCS44,753$908 12/31/2023
Western Financial Corp CA44,799$899 03/31/2024
     BSCS44,799$899 03/31/2024
Silverlake Wealth Management LLC44,459$892 03/31/2024
     BSCS44,459$892 03/31/2024
Baird Financial Group Inc.43,391$880 12/31/2023
     BSCS43,391$880 12/31/2023
Avantax Advisory Services Inc.43,302$878 12/31/2023
     BSCS43,302$878 12/31/2023
Huntington National Bank41,618$844 12/31/2023
     BSCS41,618$844 12/31/2023
Timber Creek Capital Management LLC40,823$819 03/31/2024
     BSCS40,823$819 03/31/2024
4Thought Financial Group Inc.39,627$795 03/31/2024
     BSCS39,627$795 03/31/2024
Franklin Resources Inc.37,961$770 12/31/2023
     BSCS37,961$770 12/31/2023
Comerica Bank36,736$745 12/31/2023
     BSCS36,736$745 12/31/2023
Capital Investment Advisors LLC36,737$737 03/31/2024
     BSCS36,737$737 03/31/2024
Kirr Marbach & Co. LLC IN35,232$707 03/31/2024
     BSCS35,232$707 03/31/2024
Leavell Investment Management Inc.35,235$707 03/31/2024
     BSCS35,235$707 03/31/2024
Insight Wealth Partners LLC34,435$698 12/31/2023
     BSCS34,435$698 12/31/2023
Leisure Capital Management34,267$695 12/31/2023
     BSCS34,267$695 12/31/2023
Cetera Advisor Networks LLC33,591$681 12/31/2023
     BSCS33,591$681 12/31/2023
Stephens Inc. AR33,068$671 12/31/2023
     BSCS33,068$671 12/31/2023
Independence Bank of Kentucky32,954$661 03/31/2024
     BSCS32,954$661 03/31/2024
We Are One Seven LLC31,047$630 12/31/2023
     BSCS31,047$630 12/31/2023
New Potomac Partners LLC24,900$505 12/31/2023
     BSCS24,900$505 12/31/2023
Strategic Financial Concepts LLC24,966$501 03/31/2024
     BSCS24,966$501 03/31/2024
Capital Analysts LLC24,264$492 12/31/2023
     BSCS24,264$492 12/31/2023
Atria Wealth Solutions Inc.23,157$470 12/31/2023
     BSCS23,157$470 12/31/2023
HB Wealth Management LLC23,132$469 12/31/2023
     BSCS23,132$469 12/31/2023
Creative Planning22,341$453 12/31/2023
     BSCS22,341$453 12/31/2023
Snowden Capital Advisors LLC21,861$443 12/31/2023
     BSCS21,861$443 12/31/2023
Sigma Investment Counselors Inc.21,430$430 03/31/2024
     BSCS21,430$430 03/31/2024
Nations Financial Group Inc. IA ADV21,416$430 03/31/2024
     BSCS21,416$430 03/31/2024
First Command Advisory Services Inc.20,913$424 12/31/2023
     BSCS20,913$424 12/31/2023
Western Wealth Management LLC20,850$423 12/31/2023
     BSCS20,850$423 12/31/2023
Divergent Wealth Advisors LLC19,881$403 12/31/2023
     BSCS19,881$403 12/31/2023
Wealth Enhancement Advisory Services LLC19,068$383 03/31/2024
     BSCS19,068$383 03/31/2024
Oder Investment Management LLC18,227$370 12/31/2023
     BSCS18,227$370 12/31/2023
Atlantic Union Bankshares Corp17,791$357 03/31/2024
     BSCS17,791$357 03/31/2024
CWM LLC17,100$343 03/31/2024
     BSCS17,100$343 03/31/2024
Redhawk Wealth Advisors Inc.16,788$340 12/31/2023
     BSCS16,788$340 12/31/2023
Delta Financial Group Inc.16,588$336 12/31/2023
     BSCS16,588$336 12/31/2023
Cypress Wealth Services LLC16,525$332 03/31/2024
     BSCS16,525$332 03/31/2024
Flow Traders U.S. LLC16,219$329 12/31/2023
     BSCS16,219$329 12/31/2023
OLD Mission Capital LLC16,054$326 12/31/2023
     BSCS16,054$326 12/31/2023
Comprehensive Financial Consultants Institutional Inc.15,906$323 12/31/2023
     BSCS15,906$323 12/31/2023
Arkadios Wealth Advisors15,445$313 12/31/2023
     BSCS15,445$313 12/31/2023
Robertson Stephens Wealth Management LLC15,275$310 12/31/2023
     BSCS15,275$310 12/31/2023
CIBC World Markets Inc.14,430$293 12/31/2023
     BSCS14,430$293 12/31/2023
Ancora Advisors LLC14,314$290 12/31/2023
     BSCS14,314$290 12/31/2023
Newbridge Financial Services Group Inc.14,326$288 03/31/2024
     BSCS14,326$288 03/31/2024
Kades & Cheifetz LLC13,773$279 12/31/2023
     BSCS13,773$279 12/31/2023
Davis Capital Management13,807$276 03/31/2024
     BSCS13,807$276 03/31/2024
Yoder Wealth Management Inc.13,450$270 03/31/2024
     BSCS13,450$270 03/31/2024
Keel Point LLC13,404$269 03/31/2024
     BSCS13,404$269 03/31/2024
Cetera Advisors LLC13,150$267 12/31/2023
     BSCS13,150$267 12/31/2023
Heritage Trust Co12,764$259 12/31/2023
     BSCS12,764$259 12/31/2023
Genesee Capital Advisors LLC12,650$254 03/31/2024
     BSCS12,650$254 03/31/2024
Solitude Financial Services12,160$244 03/31/2024
     BSCS12,160$244 03/31/2024
Astoria Portfolio Advisors LLC.12,240$242 03/31/2024
     BSCS12,240$242 03/31/2024
Transcend Wealth Collective LLC11,313$229 12/31/2023
     BSCS11,313$229 12/31/2023
GWM Advisors LLC11,036$224 12/31/2023
     BSCS11,036$224 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC11,001$223 12/31/2023
     BSCS11,001$223 12/31/2023
Kingsview Wealth Management LLC10,798$219 12/31/2023
     BSCS10,798$219 12/31/2023
Cetera Investment Advisers10,623$215 12/31/2023
     BSCS10,623$215 12/31/2023
Capital Investment Advisory Services LLC10,303$207 03/31/2024
     BSCS10,303$207 03/31/2024
Darden Wealth Group Inc10,000$203 12/31/2023
     BSCS10,000$203 12/31/2023
YHB Investment Advisors Inc.8,556$172 03/31/2024
     BSCS8,556$172 03/31/2024
Benjamin F. Edwards & Company Inc.8,146$165 12/31/2023
     BSCS8,146$165 12/31/2023
Steward Partners Investment Advisory LLC7,268$147 12/31/2023
     BSCS7,268$147 12/31/2023
Key Financial Inc7,079$144 12/31/2023
     BSCS7,079$144 12/31/2023
Ameritas Investment Partners Inc.7,028$143 12/31/2023
     BSCS7,028$143 12/31/2023
Gs Investments Inc.4,375$89 12/31/2023
     BSCS4,375$89 12/31/2023
Private Trust Co. NA4,347$87 03/31/2024
     BSCS4,347$87 03/31/2024
Kessler Investment Group LLC4,041$81 03/31/2024
     BSCS4,041$81 03/31/2024
AdvisorNet Financial Inc4,006$80 03/31/2024
     BSCS4,006$80 03/31/2024
Marquette Asset Management LLC3,786$77 12/31/2023
     BSCS3,786$77 12/31/2023
Gradient Investments LLC3,781$76 03/31/2024
     BSCS3,781$76 03/31/2024
SJS Investment Consulting Inc.3,190$64 03/31/2024
     BSCS3,190$64 03/31/2024
US Bancorp DE3,029$61 12/31/2023
     BSCS3,029$61 12/31/2023
Glass Jacobson Investment Advisors llc2,672$54 03/31/2024
     BSCS2,672$54 03/31/2024
Householder Group Estate & Retirement Specialist LLC1,993$40 12/31/2023
     BSCS1,993$40 12/31/2023
Harbour Investments Inc.1,925$39 12/31/2023
     BSCS1,925$39 12/31/2023
APCM Wealth Management for Individuals1,887$38 03/31/2024
     BSCS1,887$38 03/31/2024
Smithfield Trust Co.1,077$22 12/31/2023
     BSCS1,077$22 12/31/2023
West Branch Capital LLC1,057$21 03/31/2024
     BSCS1,057$21 03/31/2024
Aspect Partners LLC975$20 12/31/2023
     BSCS975$20 12/31/2023
Community Bank N.A.755$15 12/31/2023
     BSCS755$15 12/31/2023
Principal Securities Inc.515$10 12/31/2023
     BSCS515$10 12/31/2023
Mather Group LLC.446$9 03/31/2024
     BSCS446$9 03/31/2024
DiNuzzo Private Wealth Inc.433$9 12/31/2023
     BSCS433$9 12/31/2023
First PREMIER Bank305$6 03/31/2024
     BSCS305$6 03/31/2024
Advisory Services Network LLC302$6 12/31/2023
     BSCS302$6 12/31/2023
Global Retirement Partners LLC261$5 03/31/2024
     BSCS261$5 03/31/2024
Anchor Investment Management LLC130$3 12/31/2023
     BSCS130$3 12/31/2023
Proequities Inc.33$1 12/31/2023
     BSCS33$1 12/31/2023
Missouri Trust & Investment Co24$0 12/31/2023
     BSCS24$0 12/31/2023

See Summary: Institutional Holders of BSCS
See Details: Top 10 Hedge Funds Holding BSCS
Also See: BSCS Holdings Changes

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