BCUS Institutional Ownership & Shareholders
BANCREEK U.S. LARGE CAP ETF (BCUS) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $56.78M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Strategic Wealth Investment Group, Llc is currently the largest disclosed institutional shareholder of BCUS tracked by InsiderSet, reporting ownership valued at approximately $34.57M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.58M, representing an estimated loss of -5.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BCUS value among the investors covered in this analysis. Major shareholders include Strategic Wealth Investment Group, Llc, Envestnet Portfolio Solutions, Inc., Israel Discount Bank Of New York, and several other long-term asset managers with concentrated positions in BANCREEK U.S. LARGE CAP ETF (BCUS).
This page ranks the largest institutional BCUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$56.78M
Largest Holder
Strategic Wealth Investment Group, Llc
Largest Position
$34.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Investment Group, Llc | 4.29% | 1,020,918 | $34,565,001 | $32,583,211 | -$1,981,790 | -5.73% | |
| Envestnet Portfolio Solutions, Inc. | 0.10% | 571,899 | $21,171,892 | $18,252,500 | -$2,919,392 | -13.79% | |
| Israel Discount Bank Of New York | 1.10% | 17,928 | $606,985 | $572,183 | -$34,802 | -5.73% | |
| Ifp Advisors, Inc | 0.00% | 7,092 | $240,112 | $226,345 | -$13,767 | -5.73% | |
| Osaic Holdings, Inc. | 0.00% | 1,457 | $53,966 | $46,501 | -$7,465 | -13.83% | |
| Pom Investment Strategies, Llc | 0.04% | 1,338 | $45,303 | $42,703 | -$2,600 | -5.74% | |
| Jpmorgan Chase & Co | 0.00% | 910 | $33,458 | $29,043 | -$4,415 | -13.20% | |
| Arlington Trust Co Llc | 0.00% | 700 | $23,700 | $22,341 | -$1,359 | -5.73% | |
| Farther Finance Advisors, Llc | 0.00% | 613 | $20,754 | $19,564 | -$1,190 | -5.73% | |
| Wells Fargo & Company/Mn | 0.00% | 517 | $19,152 | $16,500 | -$2,652 | -13.85% | |
| Ubs Group Ag | 0.00% | 2 | $74 | $64 | -$10 | -13.74% |
Frequently asked questions about BCUS
Who are the largest institutional holders of BCUS?
The largest institutional holders of BCUS reported in the latest SEC Form 13F filings include Strategic Wealth Investment Group, Llc, Envestnet Portfolio Solutions, Inc., Israel Discount Bank Of New York, Ifp Advisors, Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported BCUS position.
What is BCUS institutional ownership?
This page tracks BCUS positions reported by institutional investment managers through SEC Form 13F. BANCREEK U.S. LARGE CAP ETF (BCUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BCUS?
InsiderSet currently tracks 11 institutional managers reporting BCUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BCUS shareholders.
How much BCUS stock do institutions own?
Institutional investment managers disclosed approximately $56.78M in BCUS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BCUS institutional ownership last updated?
The latest BCUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BCUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BCUS position after the reporting date.
Are institutions buying or selling BCUS?
Institutional buying and selling can be analyzed by comparing BCUS positions across consecutive 13F reporting periods. InsiderSet's BCUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BCUS ownership changes.
How has BCUS institutional ownership changed over time?
InsiderSet tracks BCUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.