Inst. Holders
50 funds
BS
BSCU
INVESCO EXCH TRD SLF IDX FD
$16.15 ▼ -0.19%
Prev close $16.1711 New Institutional Positions9 Institutional Exits
Snapshot
The big-picture read on BSCU right now — valuation, ownership and activity at a glance.
Inst. Value
$1.3B
Inst. Activity
11 buys / 9 sells
Price chart 30d -1.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: BSCU — 57.7% short (0.6M / 1.1M)
Short: 630,647 | Exempt: 0 | TRF Vol: 1,093,370 | Short Ratio: 57.7% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
Waverly Advisors, LLC — DOUBLED
5,572,712 shares ($92.8M)
Jun 30, 2026 Inst.
Kestra Advisory Services, LLC — ADD
876,869 shares ($14.6M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: BSCU — 57.7% short (0.6M / 1.1M)
Short: 630,647 | Exempt: 0 | TRF Vol: 1,093,370 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: BSCU — 67.5% short (0.4M / 0.5M)
Short: 351,658 | Exempt: 0 | TRF Vol: 521,323 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: BSCU — 62.9% short (0.5M / 0.8M)
Short: 485,534 | Exempt: 0 | TRF Vol: 771,864 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: BSCU — 0.3M shares, 1,167 trades
Week starting 2026-09-07. Total ATS volume: 347,254 shares across 1,167 trades.
Sep 4, 2026
short_volume
Short Volume: BSCU — 78.8% short (0.7M / 0.9M)
Short: 676,401 | Exempt: 0 | TRF Vol: 858,753 | Short Ratio: 78.8% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own BSCU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (80,750,056 shares) as of 2026-Q2. Top holders: MORGAN, Aptus, Lido. Net buying activity: 11 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 10,913,052 | $181.6M | 13.5% | — |
| Aptus Capital Advisors, LLC | 9,388,158 | $156.3M | 11.6% | — |
| Lido Advisors, LLC | 8,359,538 | $139.1M | 10.4% | — |
| Waverly Advisors, LLC | 5,572,712 | $92.8M | 6.9% | DOUBLED +21913.5% |
| LPL Financial LLC | 5,547,683 | $92.3M | 6.9% | ADD +49.3% |
| RAYMOND JAMES FINANCIAL INC | 5,531,701 | $92.1M | 6.9% | — |
| Invesco Ltd. | 4,705,304 | $78.3M | 5.8% | ADD +35.4% |
| Clearstead Advisors, LLC | 3,910,447 | $65.1M | 4.8% | — |
| WELLS FARGO & COMPANY/MN | 3,541,844 | $59.0M | 4.4% | — |
| BANK OF AMERICA CORP /DE/ | 2,935,895 | $48.9M | 3.6% | ADD +45.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Waverly Advisors, LLC | DOUBLED | 25,315 | 5,572,712 | +21913.5% | $92.8M |
| Kestra Advisory Services, LLC | ADD | 457,911 | 876,869 | +91.5% | $14.6M |
| Cetera Investment Advisers | ADD | 366,431 | 593,583 | +62.0% | $9.9M |
| TRUIST FINANCIAL CORP | DOUBLED | 208,992 | 524,787 | +151.1% | $8.7M |
| Sanctuary Advisors, LLC | TRIM | 453,873 | 299,876 | -33.9% | $5.0M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 204,998 | 267,860 | +30.7% | $4.5M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 32,880 | 219,416 | +567.3% | $3.7M |
| Atria Investments, Inc | TRIM | 248,943 | 180,443 | -27.5% | $3.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 121,645 | 154,448 | +27.0% | $2.6M |
| CITADEL ADVISORS LLC | TRIM | 362,811 | 148,829 | -59.0% | $2.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BSCU.
Shares short
713,066
Settlement Sep 15, 2026
Change vs prior
+100.3%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume