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Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$24.84 -0.07 (-0.28%)
As of 08/28/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bancroft Fund (NYSEAMERICAN:BCV)

Current
Institutional Ownership
Percentage
22.43%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$15.95M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.54M
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BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Susquehanna International Group LLP11,574$301K0.0%N/A0.199%
8/17/2026 Bank of America Corp DE100,823$2.62M0.0%N/A1.732%
8/12/2026 Evolve Private Wealth LLC20,178$524K0.0%N/A0.347%
8/11/2026 Beckerman Institutional LLC72,888$1.89M0.9%N/A1.252%
8/11/2026 Allworth Financial LP1,000$26K0.0%N/A0.017%
6/3/2026 NewEdge Advisors LLC15,200$327K0.0%-8.4%0.261%
5/18/2026 Royal Bank of Canada36,148$779K0.0%+2.1%0.621%
5/16/2026 Saba Capital Management L.P.277,479$5.98M0.2%-23.2%4.768%
5/14/2026 GABELLI & Co INVESTMENT ADVISERS INC.25,700$554K0.1%-4.8%0.442%
5/13/2026 First Trust Advisors LP25,913$558K0.0%+114.4%0.445%
5/8/2026 PNC Financial Services Group Inc.9,205$198K0.0%+48.3%0.158%
4/16/2026 Uhlmann Price Securities LLC24,189$521K0.0%+2.8%0.416%
2/25/2026 Sit Investment Associates Inc.255,169$5.64M0.1%-10.3%4.353%
2/19/2026 Invesco Ltd.74,091$1.64M0.0%+38.2%1.264%
2/18/2026 Saba Capital Management L.P.361,294$7.99M0.2%+14.9%6.163%
2/18/2026 Evolve Private Wealth LLC21,541$476K0.0%N/A0.367%
2/17/2026 Guggenheim Capital LLC97,301$2.15M0.0%+30.5%1.660%
2/17/2026 Cetera Investment Advisers19,659$434K0.0%-6.7%0.335%
2/17/2026 Royal Bank of Canada35,419$783K0.0%-16.2%0.604%
2/13/2026 Stifel Financial Corp29,460$651K0.0%+12.0%0.503%
2/13/2026 First Trust Advisors LP12,086$267K0.0%+28.4%0.206%
2/13/2026 Wells Fargo & Company MN19,894$440K0.0%-44.6%0.339%
2/12/2026 Commonwealth Equity Services LLC14,068$311K0.0%-12.0%0.240%
2/11/2026 LPL Financial LLC65,376$1.45M0.0%-1.7%1.115%
2/10/2026 Beckerman Institutional LLC73,904$1.63M0.9%-1.4%1.261%
2/9/2026 Blue Bell Private Wealth Management LLC97,374$2.15M0.3%+21.3%1.661%
2/6/2026 PNC Financial Services Group Inc.6,205$137K0.0%-6.8%0.106%
2/5/2026 GABELLI & Co INVESTMENT ADVISERS INC.27,000$597K0.1%-3.6%0.461%
1/30/2026 Caldwell Trust Co2,479$55K0.0%N/A0.042%
1/26/2026 Shaker Financial Services LLC27,688$612K0.2%-21.0%0.472%
1/21/2026 Mezzasalma Advisors LLC39,356$866K0.2%+1.3%0.671%
11/17/2025 NewEdge Advisors LLC17,000$372K0.0%-4.5%0.290%
11/17/2025 Verition Fund Management LLC31,929$699K0.0%N/A0.545%
11/17/2025 Bulldog Investors LLP39,448$863K0.2%N/A0.673%
11/17/2025 Bank of America Corp DE99,628$2.18M0.0%+25,710.4%1.700%
11/17/2025 Ameriprise Financial Inc.306,950$6.72M0.0%+7.4%5.236%
11/13/2025 Pathstone Holdings LLC99,665$2.18M0.0%+245.0%1.700%
11/13/2025 First Trust Advisors LP9,416$206K0.0%N/A0.161%
11/7/2025 PNC Financial Services Group Inc.6,660$146K0.0%+8.1%0.114%
11/7/2025 Uhlmann Price Securities LLC23,152$507K0.3%+3.8%0.395%
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11/6/2025 Advisors Asset Management Inc.56,498$1.24M0.0%-61.0%0.964%
11/6/2025 Beckerman Institutional LLC74,919$1.64M1.0%-1.1%1.278%
10/28/2025 Wolverine Asset Management LLC3,760$82K0.0%-70.3%0.064%
10/22/2025 Shaker Financial Services LLC35,042$767K0.3%N/A0.598%
10/22/2025 Blue Bell Private Wealth Management LLC80,279$1.76M0.3%+23.0%1.369%
10/16/2025 Mezzasalma Advisors LLC38,832$850K0.2%-4.9%0.662%
9/4/2025 Osaic Holdings Inc.8,415$159K0.0%+95.8%0.144%
8/15/2025 Ameriprise Financial Inc.285,799$5.40M0.0%+32.8%4.875%
8/14/2025 Raymond James Financial Inc.7,174$136K0.0%N/A0.122%
8/14/2025 NewEdge Advisors LLC17,800$336K0.0%-7.8%0.304%
8/13/2025 Guggenheim Capital LLC78,810$1.49M0.0%+29.2%1.344%
8/13/2025 Invesco Ltd.31,618$598K0.0%+141.4%0.539%
8/12/2025 Advisors Asset Management Inc.145,007$2.74M0.0%-0.6%2.474%
8/12/2025 Laurel Wealth Advisors LLC3,780$71K0.0%+1,790.0%0.064%
8/8/2025 Cetera Investment Advisers18,946$358K0.0%+5.0%0.323%
8/4/2025 Wolverine Asset Management LLC12,649$239K0.0%N/A0.216%
8/1/2025 Envestnet Asset Management Inc.19,773$374K0.0%+26.7%0.337%
7/29/2025 Uhlmann Price Securities LLC22,296$421K0.3%+13.5%0.380%
7/29/2025 Mezzasalma Advisors LLC40,842$772K0.2%+1.4%0.697%
7/29/2025 John G Ullman & Associates Inc.82,913$1.57M0.2%-2.8%1.414%
7/29/2025 Koshinski Asset Management Inc.12,335$233K0.0%-16.2%0.210%
7/18/2025 Consolidated Portfolio Review Corp33,898$641K0.1%-27.5%0.578%
5/15/2025Royal Bank of Canada42,161$735K0.0%+2.0%0.719%
5/13/2025Sit Investment Associates Inc.283,072$4.93M0.1%+166.9%4.829%
5/12/2025Invesco Ltd.13,096$228K0.0%N/A0.223%
5/6/2025John G Ullman & Associates Inc.85,344$1.49M0.2%-1.9%1.456%
5/5/2025Blue Bell Private Wealth Management LLC61,943$1.08M0.2%+11.7%1.057%
5/5/2025Beckerman Institutional LLC75,763$1.32M1.0%+13.4%1.292%
4/25/2025Koshinski Asset Management Inc.14,720$256K0.0%-9.2%0.251%
4/23/2025Consolidated Portfolio Review Corp46,739$814K0.1%-10.6%0.797%
4/22/2025Cambridge Investment Research Advisors Inc.52,342$912K0.0%-8.2%0.893%
2/17/2025Saba Capital Management L.P.282,401$5.00M0.1%+11.6%4.811%
2/17/2025Bulldog Investors LLP39,176$694K0.2%+75.3%0.667%
2/17/2025Ameriprise Financial Inc.57,843$1.02M0.0%+5.0%0.985%
2/14/2025Stifel Financial Corp11,717$208K0.0%N/A0.200%
2/14/2025Shaker Financial Services LLC65,394$1.16M0.4%-22.1%1.114%
2/13/2025NewEdge Advisors LLC19,300$342K0.0%-20.4%0.329%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.28,000$496K0.1%N/A0.477%
2/13/2025Guggenheim Capital LLC57,464$1.02M0.0%+76.9%0.979%
2/13/2025Raymond James Financial Inc.12,520$222K0.0%N/A0.213%
2/13/2025Sit Investment Associates Inc.106,056$1.88M0.0%N/A1.807%
2/13/2025Wells Fargo & Company MN23,414$415K0.0%-14.7%0.399%
2/12/2025Landscape Capital Management L.L.C.17,462$309K0.0%-36.3%0.297%
2/11/2025LPL Financial LLC45,168$800K0.0%+7.1%0.769%
2/10/2025Advisors Asset Management Inc.145,320$2.57M0.0%-1.2%2.476%
2/10/2025Commonwealth Equity Services LLC15,987$283K0.0%-7.9%0.272%
2/7/2025Cornerstone Advisors LLC31,426$557K0.0%-51.0%0.535%
2/7/2025Blue Bell Private Wealth Management LLC55,465$982K0.2%+57.2%0.945%
2/6/2025Raymond James Financial Inc.12,520$222K0.0%N/A0.213%
2/5/2025John G Ullman & Associates Inc.86,982$1.54M0.2%-6.1%1.482%
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1/28/2025Mezzasalma Advisors LLC40,806$723K0.2%N/A0.695%
1/16/2025Koshinski Asset Management Inc.16,204$287K0.0%-5.7%0.276%
11/9/2024John G Ullman & Associates Inc.92,656$1.55M0.2%-4.0%1.578%
11/9/2024Landscape Capital Management L.L.C.27,428$460K0.0%-21.2%0.467%
11/8/2024Cornerstone Advisors LLC64,115$1.08M0.0%-43.5%1.092%
11/8/2024Advisors Asset Management Inc.147,075$2.47M0.0%-0.9%2.504%
11/6/2024Curi RMB Capital LLC15,000$252K0.0%-25.0%0.256%
11/4/2024Wolverine Asset Management LLC27,478$461K0.0%+424.3%0.468%
11/1/2024Beckerman Institutional LLC67,260$1.13M0.9%N/A1.146%
10/31/2024Shaker Financial Services LLC83,989$1.41M0.5%+23.7%1.430%


BCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 institutional investors and hedge funds held shares of Bancroft Fund. The most heavily invested institutionals were Ameriprise Financial Inc. ($6.72M), Saba Capital Management L.P. ($5.98M), Sit Investment Associates Inc. ($5.64M), Bank of America Corp DE ($2.62M), Pathstone Holdings LLC ($2.18M), Blue Bell Private Wealth Management LLC ($2.15M), and Guggenheim Capital LLC ($2.15M).Learn more on Bancroft Fund's institutional investors.

22.43% of Bancroft Fund's stock is owned by institutional investors. Learn more on BCV's institutional investor holdings.

Of the 31 institutional investors that purchased Bancroft Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($283.07K), Bank of America Corp DE ($200.07K), Beckerman Institutional LLC ($149.10K), Ameriprise Financial Inc. ($94.50K), Saba Capital Management L.P. ($76.04K), Pathstone Holdings LLC ($70.78K), and Guggenheim Capital LLC ($65.48K).

Institutional investors have bought a total of 689,637 shares in the last 24 months. This purchase volume represents approximately $15.95M in transactions.

Of the 15 institutional investors that sold Bancroft Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($88.51K), Saba Capital Management L.P. ($83.82K), Sit Investment Associates Inc. ($29.27K), Wells Fargo & Company MN ($16.05K), Wolverine Asset Management LLC ($8.89K), Shaker Financial Services LLC ($7.35K), and Royal Bank of Canada ($6.83K).

Institutional investors have sold a total of 254,039 shares in the last 24 months. This volume of shares sold represents approximately $5.54M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:BCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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