Inst. Holders
50 funds
BS
BSCW
INVESCO EXCH TRD SLF IDX FD
$19.62 ▼ -0.10%
Prev close $19.647 New Institutional Positions5 Institutional Exits
Snapshot
The big-picture read on BSCW right now — valuation, ownership and activity at a glance.
Inst. Value
$786.9M
Inst. Activity
7 buys / 5 sells
Price chart 30d -2.5%
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 25, 2026 short_volume
Short Volume: BSCW — 83.1% short (0.5M / 0.6M)
Short: 478,479 | Exempt: 0 | TRF Vol: 576,057 | Short Ratio: 83.1% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
Sequoia Financial Advisors, LLC — TRIM
512,884 shares ($10.5M)
Jun 30, 2026 Inst.
JONES FINANCIAL COMPANIES LLLP — ADD
481,288 shares ($9.9M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: BSCW — 83.1% short (0.5M / 0.6M)
Short: 478,479 | Exempt: 0 | TRF Vol: 576,057 | Short Ratio: 83.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: BSCW — 0.1M shares, 447 trades
Week starting 2026-09-07. Total ATS volume: 87,027 shares across 447 trades.
Sep 1, 2026
short_volume
Short Volume: BSCW — 90.1% short (0.5M / 0.6M)
Short: 543,006 | Exempt: 281 | TRF Vol: 602,727 | Short Ratio: 90.1% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: BSCW — 0.1M shares, 1,025 trades
Week starting 2026-08-31. Total ATS volume: 119,072 shares across 1,025 trades.
Aug 28, 2026
short_volume
Short Volume: BSCW — 79.0% short (0.5M / 0.7M)
Short: 518,325 | Exempt: 0 | TRF Vol: 656,169 | Short Ratio: 79.0% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own BSCW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $786.9M total value (38,367,789 shares) as of 2026-Q2. Top holders: Aptus, MORGAN, RAYMOND. Net buying activity: 7 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 8,901,491 | $182.6M | 23.2% | — |
| MORGAN STANLEY | 5,864,141 | $120.3M | 15.3% | — |
| RAYMOND JAMES FINANCIAL INC | 4,852,195 | $99.5M | 12.6% | — |
| WELLS FARGO & COMPANY/MN | 2,721,189 | $55.8M | 7.1% | ADD +33.9% |
| LPL Financial LLC | 2,408,371 | $49.4M | 6.3% | — |
| UBS Group AG | 2,116,835 | $43.4M | 5.5% | DOUBLED +169.5% |
| Invesco Ltd. | 1,938,201 | $39.8M | 5.1% | ADD +99.8% |
| ROYAL BANK OF CANADA | 1,026,669 | $21.1M | 2.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,015,609 | $20.8M | 2.6% | DOUBLED +877.7% |
| Baird Financial Group, Inc. | 835,672 | $17.1M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | TRIM | 906,090 | 512,884 | -43.4% | $10.5M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 376,045 | 481,288 | +28.0% | $9.9M |
| TRUIST FINANCIAL CORP | DOUBLED | 101,277 | 359,753 | +255.2% | $7.4M |
| STIFEL FINANCIAL CORP | ADD | 93,702 | 125,864 | +34.3% | $2.6M |
| Private Advisor Group, LLC | TRIM | 205,089 | 122,570 | -40.2% | $2.5M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 56,757 | 76,047 | +34.0% | $1.6M |
| Atria Investments, Inc | TRIM | 135,567 | 53,013 | -60.9% | $1.1M |
| HUNTINGTON NATIONAL BANK | ADD | 39,548 | 50,054 | +26.6% | $1.0M |
| Focus Partners Wealth | DOUBLED | 11,867 | 34,761 | +192.9% | $713.0K |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | 79,921 | 11,317 | -85.8% | $232.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BSCW.
Shares short
52,145
Settlement Sep 15, 2026
Change vs prior
-15.9%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume