Go Pro
→ My top 3 AI picks for the next decade (From The Oxford Club) (Ad)tc pixel Free BCV Stock Alerts

Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$23.69 -0.16 (-0.67%)
Closing price 09/18/2026 04:10 PM Eastern
Extended Trading
$23.70 +0.01 (+0.03%)
As of 09/18/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$15.94M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.61M
Get BCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bancroft Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Integrated Wealth Concepts LLC2,810$73K0.0%N/A0.048%
9/9/2026 NewEdge Advisors LLC12,500$325K0.0%-17.8%0.215%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
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%


BCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 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 32 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 688,329 shares in the last 24 months. This purchase volume represents approximately $15.94M 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 256,739 shares in the last 24 months. This volume of shares sold represents approximately $5.61M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel