BSCZ(BSCZ)

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BSCZ(BSCZ)

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$20.34—

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BSCZ(BSCZ)

BSCZ

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Institutional Ownership

Top 63 Institutional Holders

Holder	Shares	Date	Change	% Held
Ledgewood Wealth Advisors, LLC	--	Jun 30, 26	-37.21K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-1.46K	--
RAYMOND JAMES FINANCIAL INC	1.97M	Mar 31, 26	+1.87M	219.55%
Invesco Ltd.	891.22K	Mar 31, 26	+62.25K	99.24%
COOKSON PEIRCE & CO INC	536.07K	Mar 31, 26	-1.19K	59.69%
LPL Financial LLC	381.73K	Mar 31, 26	+254.48K	42.51%
Carolina Wealth Advisors, LLC	287.69K	Mar 31, 26	-6.07K	32.03%
GILL CAPITAL PARTNERS, LLC	198.85K	Mar 31, 26	+46.20K	22.14%
STEPHENS INC /AR/	165.85K	Mar 31, 26	+96.60K	18.47%
CITADEL ADVISORS LLC	153.76K	Mar 31, 26	+153.76K	17.12%
Sanctuary Advisors, LLC	142.74K	Mar 31, 26	+1.53K	15.89%
Clark Asset Management, LLC	138.34K	Mar 31, 26	+36.73K	15.40%
Atria Investments, Inc	135.38K	Mar 31, 26	-3.88K	15.07%
JONES FINANCIAL COMPANIES LLLP	131.19K	Mar 31, 26	+131.19K	14.61%
BCS Wealth Management	121.71K	Mar 31, 26	-109.66K	13.55%
ROYAL BANK OF CANADA	119.59K	Mar 31, 26	+28.49K	13.32%
Equitable Holdings, Inc.	115.34K	Mar 31, 26	+37.33K	12.84%
ENVESTNET ASSET MANAGEMENT INC	115.06K	Mar 31, 26	+43.65K	12.81%
JANE STREET GROUP, LLC	110.37K	Mar 31, 26	+57.36K	12.29%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	101.95K	Mar 31, 26	-19.26K	11.35%
MORGAN STANLEY	92.72K	Mar 31, 26	+91.62K	10.32%
Ellevest, Inc.	89.67K	Mar 31, 26	+341	9.98%
Infinity Wealth Counsel, LLC	77.37K	Mar 31, 26	+2.95K	8.62%
Cetera Investment Advisers	75.78K	Mar 31, 26	+15.38K	8.44%
MONECO Advisors, LLC	70.14K	Mar 31, 26	+37.30K	7.81%
BUTENSKY & COHEN FINANCIAL SECURITY, INC	68.23K	Mar 31, 26	+5.93K	7.60%
ADVISOR GROUP HOLDINGS, INC.	62.90K	Mar 31, 26	+39.16K	7.00%
BANK OF AMERICA CORP /DE/	59.97K	Mar 31, 26	+59.97K	6.68%
Golden Reserve Retirement LLC	51.59K	Mar 31, 26	+29.72K	5.74%
MML INVESTORS SERVICES, LLC	45.34K	Mar 31, 26	-4.74K	5.05%
River Wealth Advisors LLC	41.89K	Mar 31, 26	+32.11K	4.66%
Farther Finance Advisors, LLC	41.42K	Mar 31, 26	+41.42K	4.61%
NOVARE CAPITAL MANAGEMENT LLC	40.08K	Mar 31, 26	+6.88K	4.46%
Ledgewood Wealth Advisors, LLC	37.21K	Mar 31, 26	+7.07K	4.14%
TCG Advisory Services, LLC	37.01K	Mar 31, 26	+4.26K	4.12%
HighTower Advisors, LLC	35.42K	Mar 31, 26	+1.43K	3.94%
Opulen Financial Group LLC	26.97K	Mar 31, 26	+26.97K	3.00%
Hobbs Group Advisors, LLC	19.48K	Mar 31, 26	+199	2.17%
GOLDMAN SACHS GROUP INC	17.89K	Mar 31, 26	+17.89K	1.99%
STIFEL FINANCIAL CORP	17.75K	Mar 31, 26	+923	1.98%
Independence Bank of Kentucky	17.55K	Mar 31, 26	+17.55K	1.95%
DAVIS R M INC	16.87K	Mar 31, 26	+2.31K	1.88%
COMMONWEALTH EQUITY SERVICES, LLC	16.12K	Mar 31, 26	+16.12K	1.79%
YANKCOM Partnership	13.41K	Mar 31, 26	+476	1.49%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13.23K	Mar 31, 26	+1.23K	1.47%
Kohmann Bosshard Financial Services, LLC	11.60K	Mar 31, 26	+2.40K	1.29%
SAWGRASS ASSET MANAGEMENT LLC	11.60K	Mar 31, 26	--	1.29%
Redmond Asset Management, LLC	11.26K	Mar 31, 26	+11.26K	1.25%
UBS Group AG	10.52K	Mar 31, 26	+10.52K	1.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.54K	Mar 31, 26	+9.54K	1.06%
Asset Dedication, LLC	8.73K	Mar 31, 26	+8.73K	0.97%
MAI Capital Management	6.78K	Mar 31, 26	+659	0.75%
Davis Capital Management	6.77K	Mar 31, 26	+2.54K	0.75%
Marquette Asset Management, LLC	4.74K	Mar 31, 26	+380	0.53%
Addison Advisors LLC	2.88K	Mar 31, 26	+2.88K	0.32%
Capital Analysts, LLC	2.64K	Mar 31, 26	+2.64K	0.29%
Advisory Services Network, LLC	2.08K	Mar 31, 26	+2.08K	0.23%
Smithfield Trust Co	1.02K	Mar 31, 26	--	0.11%
FIFTH THIRD BANCORP	450	Mar 31, 26	+450	0.05%
Key FInancial Inc	100	Mar 31, 26	+100	0.01%
JPMORGAN CHASE & CO	--	Mar 31, 26	-241.44K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-68.29K	--
LeClair Wealth Partners LLC	--	Mar 31, 26	-112.53K	--

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Visual sector performance

Holder

Date

Change

% Held

Ledgewood Wealth Advisors, LLC

Jun 30, 26

-37.21K

Global Wealth Strategies & Associates

Jun 30, 26

-1.46K

RAYMOND JAMES FINANCIAL INC

1.97M

Mar 31, 26

+1.87M

219.55%

Invesco Ltd.

891.22K

Mar 31, 26

+62.25K

99.24%

COOKSON PEIRCE & CO INC

536.07K

Mar 31, 26

-1.19K

59.69%

LPL Financial LLC

381.73K

Mar 31, 26

+254.48K

42.51%

Carolina Wealth Advisors, LLC

287.69K

Mar 31, 26

-6.07K

32.03%

GILL CAPITAL PARTNERS, LLC

198.85K

Mar 31, 26

+46.20K

22.14%

STEPHENS INC /AR/

165.85K

Mar 31, 26

+96.60K

18.47%

CITADEL ADVISORS LLC

153.76K

Mar 31, 26

+153.76K

17.12%

Sanctuary Advisors, LLC

142.74K

Mar 31, 26

+1.53K

15.89%

Clark Asset Management, LLC

138.34K

Mar 31, 26

+36.73K

15.40%

Atria Investments, Inc

135.38K

Mar 31, 26

-3.88K

15.07%

JONES FINANCIAL COMPANIES LLLP

131.19K

Mar 31, 26

+131.19K

14.61%

BCS Wealth Management

121.71K

Mar 31, 26

-109.66K

13.55%

ROYAL BANK OF CANADA

119.59K

Mar 31, 26

+28.49K

13.32%

Equitable Holdings, Inc.

115.34K

Mar 31, 26

+37.33K

12.84%

ENVESTNET ASSET MANAGEMENT INC

115.06K

Mar 31, 26

+43.65K

12.81%

JANE STREET GROUP, LLC

110.37K

Mar 31, 26

+57.36K

12.29%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

101.95K

Mar 31, 26

-19.26K

11.35%

MORGAN STANLEY

92.72K

Mar 31, 26

+91.62K

10.32%

Ellevest, Inc.

89.67K

Mar 31, 26

+341

9.98%

Infinity Wealth Counsel, LLC

77.37K

Mar 31, 26

+2.95K

8.62%

Cetera Investment Advisers

75.78K

Mar 31, 26

+15.38K

8.44%

MONECO Advisors, LLC

70.14K

Mar 31, 26

+37.30K

7.81%

BUTENSKY & COHEN FINANCIAL SECURITY, INC

68.23K

Mar 31, 26

+5.93K

7.60%

ADVISOR GROUP HOLDINGS, INC.

62.90K

Mar 31, 26

+39.16K

7.00%

BANK OF AMERICA CORP /DE/

59.97K

Mar 31, 26

+59.97K

6.68%

Golden Reserve Retirement LLC

51.59K

Mar 31, 26

+29.72K

5.74%

MML INVESTORS SERVICES, LLC

45.34K

Mar 31, 26

-4.74K

5.05%

River Wealth Advisors LLC

41.89K

Mar 31, 26

+32.11K

4.66%

Farther Finance Advisors, LLC

41.42K

Mar 31, 26

+41.42K

4.61%

NOVARE CAPITAL MANAGEMENT LLC

40.08K

Mar 31, 26

+6.88K

4.46%

Ledgewood Wealth Advisors, LLC

37.21K

Mar 31, 26

+7.07K

4.14%

TCG Advisory Services, LLC

37.01K

Mar 31, 26

+4.26K

4.12%

HighTower Advisors, LLC

35.42K

Mar 31, 26

+1.43K

3.94%

Opulen Financial Group LLC

26.97K

Mar 31, 26

+26.97K

3.00%

Hobbs Group Advisors, LLC

19.48K

Mar 31, 26

+199

2.17%

GOLDMAN SACHS GROUP INC

17.89K

Mar 31, 26

+17.89K

1.99%

STIFEL FINANCIAL CORP

17.75K

Mar 31, 26

+923

1.98%

Independence Bank of Kentucky

17.55K

Mar 31, 26

+17.55K

1.95%

DAVIS R M INC

16.87K

Mar 31, 26

+2.31K

1.88%

COMMONWEALTH EQUITY SERVICES, LLC

16.12K

Mar 31, 26

+16.12K

1.79%

YANKCOM Partnership

13.41K

Mar 31, 26

+476

1.49%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

13.23K

Mar 31, 26

+1.23K

1.47%

Kohmann Bosshard Financial Services, LLC

11.60K

Mar 31, 26

+2.40K

1.29%

SAWGRASS ASSET MANAGEMENT LLC

11.60K

Mar 31, 26

1.29%

Redmond Asset Management, LLC

11.26K

Mar 31, 26

+11.26K

1.25%

UBS Group AG

10.52K

Mar 31, 26

+10.52K

1.17%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.54K

Mar 31, 26

+9.54K

1.06%

Asset Dedication, LLC

8.73K

Mar 31, 26

+8.73K

0.97%

MAI Capital Management

6.78K

Mar 31, 26

+659

0.75%

Davis Capital Management

6.77K

Mar 31, 26

+2.54K

0.75%

Marquette Asset Management, LLC

4.74K

Mar 31, 26

+380

0.53%

Addison Advisors LLC

2.88K

Mar 31, 26

+2.88K

0.32%

Capital Analysts, LLC

2.64K

Mar 31, 26

+2.64K

0.29%

Advisory Services Network, LLC

2.08K

Mar 31, 26

+2.08K

0.23%

Smithfield Trust Co

1.02K

Mar 31, 26

0.11%

FIFTH THIRD BANCORP

450

Mar 31, 26

+450

0.05%

Key FInancial Inc

100

Mar 31, 26

+100

0.01%

JPMORGAN CHASE & CO

Mar 31, 26

-241.44K

FLOW TRADERS U.S. LLC

Mar 31, 26

-68.29K

LeClair Wealth Partners LLC

Mar 31, 26

-112.53K