HolderBook

BCP INVESTMENT CORPORATION (BCIC)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

43
Reporting holders
$12.1M
Reported value
13.2%
Of shares outstanding
0.2%
Calls
1.7%
Puts
-10
Holder change

Institutions report 1,633,006 shares against 12,383,652 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Bulldog Investors, LLP$2.8M378,4120.61%20qHELD
JB CAPITAL PARTNERS LP$1.4M197,0360.22%4q+17.7%+$212.7K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M157,9100.00%4q+82.0%+$524.4K
MARSHALL WACE, LLP$719.8K98,8790.00%5q+41.9%+$212.7K
RAYMOND JAMES FINANCIAL INC$687.9K94,4950.00%7q-10.4%-$79.5K
Legal & General Group Plc$683.5K93,8810.00%20qHELD
Founders Financial Alliance, LLC$587.5K80,7060.08%11q-2.8%-$16.8K
CITADEL ADVISORS LLC$488.0K67,0300.00%20qHELD
Curi Capital, LLC$473.2K65,0000.01%3q+72.0%+$198.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$387.2K26,7830.00%3q-27.7%-$148.6K
GABLES CAPITAL MANAGEMENT INC.$338.7K46,5310.12%20q-1.1%-$3.9K
Triumph Capital Management$302.6K41,5620.05%newNEW
Virtus Investment Advisers, LLC$290.4K39,8870.07%6q+21.5%+$51.4K
Trexquant Investment LP$283.8K38,9860.00%2q+66.2%+$113.1K
XTX Topco Ltd$236.0K32,4110.00%3q+26.8%+$49.8K
MORGAN STANLEY$168.6K23,1570.00%20q-22.7%-$49.4K
DELTEC ASSET MANAGEMENT LLC$161.8K22,2220.02%20qHELD
BANK OF AMERICA CORP /DE/$156.3K21,4730.00%20qHELD
Accordant Advisory Group Inc$116.9K16,0600.08%8qHELD
Closed-End Fund Advisors, Inc.$96.6K13,2650.09%3q+25.0%+$19.3K
LPL Financial LLC$91.0K12,5020.00%4q+10.1%+$8.4K
Ethos Financial Group, LLC$80.4K11,0380.01%6q-10.4%-$9.3K
UBS Group AG$79.4K10,9120.00%20q+78.4%+$34.9K
Perigon Wealth Management, LLC$76.4K10,5000.00%4qHELD
HRT FINANCIAL LP$73.0K10,0500.00%2q-1.6%-$1.2K
BI Asset Management Fondsmaeglerselskab A/S$57.0K7,8560.00%9q-71.7%-$144.1K
SIMPLEX TRADING, LLC$29.3K7190.00%3q-68.2%-$62.9K
Eagle Point Credit Management LLC$26.5K3,6340.04%3qHELD
JPMORGAN CHASE & CO$15.7K2,2240.00%14q-53.6%-$18.2K
OSAIC HOLDINGS, INC.$10.7K1,4680.00%20q-21.4%-$2.9K
Daytona Street Capital LLC$10.1K1,3720.01%3qHELD
GROUP ONE TRADING LLC$9.5Koptions only0.00%5qOPTIONS
Burk Holdings LLC$8.7K1,2000.00%2qHELD
ROYAL BANK OF CANADA$8.0K1,1290.00%20q-69.8%-$18.5K
SIGNATUREFD, LLC$7.3K1,0000.00%20qHELD
WELLS FARGO & COMPANY/MN$6.4K8750.00%20q-50.1%-$6.4K
IFP Advisors, Inc$3.3K4570.00%8qHELD
Community Financial Services Group, LLC$9361270.00%2qHELD
Golden State Wealth Management, LLC$7281000.00%7qHELD
Larson Financial Group LLC$721990.00%3qHELD
Integrated Wealth Concepts LLC$292400.00%newNEW
Caitong International Asset Management Co., Ltd$6690.00%2q+350.0%
BlackRock, Inc.$6690.00%8qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-18Kehler Dean CDirectorSold15,000$114.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202643$12.1M1,633,006311131.9%
Q1 202653$12.8M1,656,7231110152.4%
Q4 202550$27.4M2,275,088128141.6%
Q3 202539$23.6M2,047,86881290.1%
Q2 202541$18.4M1,446,30191381.8%
Q1 202537$18.7M1,287,83059101.1%
Q4 202440$26.8M1,572,197315104.3%
Q3 202443$34.9M1,709,204510164.8%
Q2 202446$42.3M2,131,315917101.0%
Q1 202443$45.3M2,347,31756151.7%
Q4 202344$52.9M2,834,404812102.6%
Q3 202339$53.8M2,724,24512862.5%
Q2 202329$55.2M2,711,86235122.2%
Q1 202331$56.6M2,706,82236111.4%
Q4 202234$65.8M2,804,05931062.0%
Q3 202233$59.1M2,718,0812883.5%
Q2 202234$67.9M2,786,7802983.8%
Q1 202235$68.8M2,694,81746125.4%
Q4 202136$70.9M2,530,607310811.6%
Q3 202136$40.9M1,342,033380020.2%
Q2 20212$383.0K0100100.0%
Q1 20212$210.0K0100100.0%
Q4 20202$4.0K0200100.0%
Q3 20201$1.0K0000100.0%
Q2 20202$3.0K0000100.0%
Q1 20202$10.0K0200100.0%
Q2 20191$18.0K0100100.0%