Bancroft Fund LTD (BCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Blue Bell Private Wealth Management, LLC

INCREASED

Shares136,827 from 120,208

Change+16,619 (+14%)

Value$3.2M (+$33.8K)

Filed 2026-10-29

LPL Financial LLC

INCREASED

Shares48,340 from 47,668

Change+672 (+1%)

Value$1.1M (-$123.2K)

Filed 2026-11-06

Mezzasalma Advisors, LLC

INCREASED

Shares37,244 from 36,723

Change+521 (+1%)

Value$859.6K (-$94.8K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares36,681 from 39,596

Change-2,915 (-7%)

Value$847.0K (-$182.0K)

Filed 2026-11-02

Uhlmann Price Securities, LLC

INCREASED

Shares27,224 from 26,293

Change+931 (+4%)

Value$628.4K (-$55.0K)

Filed 2026-11-03

Shaker Financial Services, LLC

DECREASED

Shares14,645 from 15,132

Change-487 (-3%)

Value$338.0K (-$55.3K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

UNCHANGED

Shares14,068 from 14,068

Change0 (0%)

Value$324.7K (-$40.9K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

DECREASED

Shares12,827 from 12,875

Change-48 (0%)

Value$296.0K (-$38.6K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

INCREASED

Shares9,535 from 9,205

Change+330 (+4%)

Value$220.1K (-$19.2K)

Filed 2026-11-06

Ceera Investments, LLC

NEW

Shares8,885

Change+8,885

Value$205.1K

Filed 2026-11-02

Wolverine Asset Management LLC

NEW

Shares4,688

Change+4,688

Value$108.2K

Filed 2026-11-02

Caldwell Trust Co

DECREASED

Shares1,238 from 1,240

Change-2 (0%)

Value$28.6K (-$3.7K)

Filed 2026-10-30

Noble Wealth Management PBC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$23.1K (-$2.9K)

Filed 2026-10-01

Allworth Financial LP

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$26.0K ($0)

Filed 2026-11-06

Assetmark, Inc

UNCHANGED

Shares290 from 290

Change0 (0%)

Value$6.7K (-$844)

Filed 2026-10-21

Decision Investments, Inc

CLOSED

Shares0 from 7,800

Change-7,800 (-100%)

Value$0 (-$202.7K)

Filed 2026-10-07

Saba Capital Management, L.P.A

N/A

Shares— from 265,074

Change-265,074 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 255,169

Change-255,169 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 250,913

Change-250,913 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 162,398

Change-162,398 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 148,531

Change-148,531 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 141,663

Change-141,663 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 100,823

Change-100,823 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 92,190

Change-92,190 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 81,873

Change-81,873 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 72,888

Change-72,888 (-100%)

Value—

UBS Group AG

N/A

Shares— from 58,385

Change-58,385 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 41,029

Change-41,029 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 40,125

Change-40,125 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 39,448

Change-39,448 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 29,013

Change-29,013 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 25,700

Change-25,700 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 20,178

Change-20,178 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 19,908

Change-19,908 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,684

Change-19,684 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 18,781

Change-18,781 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 16,237

Change-16,237 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,574

Change-11,574 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,790

Change-7,790 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 6,046

Change-6,046 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 1,432

Change-1,432 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 309

Change-309 (-100%)

Value—

	Status
Blue Bell Private Wealth Management, LLC	INCREASED	136,827	120,208	+16,619	+14%	$3.1M	$3.2M	+$33.8K	2026-10-29
LPL Financial LLC	INCREASED	48,340	47,668	+672	+1%	$1.2M	$1.1M	-$123.2K	2026-11-06
Mezzasalma Advisors, LLC	INCREASED	37,244	36,723	+521	+1%	$954.4K	$859.6K	-$94.8K	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	36,681	39,596	-2,915	-7%	$1.0M	$847.0K	-$182.0K	2026-11-02
Uhlmann Price Securities, LLC	INCREASED	27,224	26,293	+931	+4%	$683.4K	$628.4K	-$55.0K	2026-11-03
Shaker Financial Services, LLC	DECREASED	14,645	15,132	-487	-3%	$393.3K	$338.0K	-$55.3K	2026-10-14
Commonwealth Equity Services, LLC	UNCHANGED	14,068	14,068	0	0%	$365.6K	$324.7K	-$40.9K	2026-11-02
Concurrent Investment Advisors, LLC	DECREASED	12,827	12,875	-48	0%	$334.6K	$296.0K	-$38.6K	2026-10-16
PNC Financial Services Group, Inc.	INCREASED	9,535	9,205	+330	+4%	$239.2K	$220.1K	-$19.2K	2026-11-06
Ceera Investments, LLC	NEW	8,885	—	+8,885	—	—	$205.1K	—	2026-11-02
Wolverine Asset Management LLC	NEW	4,688	—	+4,688	—	—	$108.2K	—	2026-11-02
Caldwell Trust Co	DECREASED	1,238	1,240	-2	0%	$32.2K	$28.6K	-$3.7K	2026-10-30
Noble Wealth Management PBC	UNCHANGED	1,000	1,000	0	0%	$26.0K	$23.1K	-$2.9K	2026-10-01
Allworth Financial LP	UNCHANGED	1,000	1,000	0	0%	$26.0K	$26.0K	$0	2026-11-06
Assetmark, Inc	UNCHANGED	290	290	0	0%	$7.5K	$6.7K	-$844	2026-10-21
Decision Investments, Inc	CLOSED	0	7,800	-7,800	-100%	$202.7K	$0	-$202.7K	2026-10-07
Saba Capital Management, L.P.A	N/A	—	265,074	-265,074	-100%	$6.9M	—	—	—
SIT Investment Associates Inc	N/A	—	255,169	-255,169	-100%	$6.6M	—	—	—
Ameriprise Financial Inc	N/A	—	250,913	-250,913	-100%	$6.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	162,398	-162,398	-100%	$4.2M	—	—	—
Pathstone Holdings, LLC	N/A	—	148,531	-148,531	-100%	$3.9M	—	—	—
Morgan Stanley	N/A	—	141,663	-141,663	-100%	$3.7M	—	—	—
Bank of America Corp	N/A	—	100,823	-100,823	-100%	$2.6M	—	—	—
Guggenheim Capital LLC	N/A	—	92,190	-92,190	-100%	$2.4M	—	—	—
Invesco Ltd.	N/A	—	81,873	-81,873	-100%	$2.1M	—	—	—
Beckerman Institutional, LLC	N/A	—	72,888	-72,888	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	58,385	-58,385	-100%	$1.5M	—	—	—
First Trust Advisors LP	N/A	—	41,029	-41,029	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	40,125	-40,125	-100%	$1.0M	—	—	—
Bulldog Investors, LLPA	N/A	—	39,448	-39,448	-100%	$1.0M	—	—	—
Stifel Financial Corp	N/A	—	29,013	-29,013	-100%	$754.0K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	25,700	-25,700	-100%	$667.9K	—	—	—
Evolve Private Wealth, LLC	N/A	—	20,178	-20,178	-100%	$524.4K	—	—	—
Cetera Investment Advisers	N/A	—	19,908	-19,908	-100%	$517.4K	—	—	—
Wells Fargo & Company	N/A	—	19,684	-19,684	-100%	$511.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	18,781	-18,781	-100%	$488.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	16,237	-16,237	-100%	$422.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,500	-12,500	-100%	$324.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,574	-11,574	-100%	$300.8K	—	—	—
Raymond James Financial Inc	N/A	—	7,790	-7,790	-100%	$202.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	6,046	-6,046	-100%	$157.1K	—	—	—
Clear Street Group Inc.	N/A	—	1,432	-1,432	-100%	$37.2K	—	—	—
LRI Investments, LLC	N/A	—	309	-309	-100%	$8.0K	—	—	—

Showing 43 of 43 institutions