BCP Investment Corp (BCIC)

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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Wealth Enhancement Advisory Services, LLC

INCREASED

Shares177,251 from 157,910

Change+19,341 (+12%)

Value$1.2M (+$57.5K)

Filed 2026-10-13

Triumph Capital Management

INCREASED

Shares50,512 from 41,562

Change+8,950 (+22%)

Value$343.0K (+$40.4K)

Filed 2026-10-14

Gables Capital Management Inc.

DECREASED

Shares46,143 from 46,531

Change-388 (-1%)

Value$313.3K (-$25.4K)

Filed 2026-11-04

Deltec Asset Management LLC

UNCHANGED

Shares22,222 from 22,222

Change0 (0%)

Value$150.9K (-$10.9K)

Filed 2026-10-26

LPL Financial LLC

INCREASED

Shares20,747 from 12,502

Change+8,245 (+66%)

Value$140.9K (+$49.9K)

Filed 2026-11-06

Accordant Advisory Group Inc

UNCHANGED

Shares16,060 from 16,060

Change0 (0%)

Value$109.0K (-$7.9K)

Filed 2026-10-29

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares13,265 from 13,265

Change0 (0%)

Value$90.1K (-$6.5K)

Filed 2026-11-04

Perigon Wealth Management, LLC

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$71.3K (-$5.1K)

Filed 2026-10-22

Laurel Wealth Advisors LLC

NEW

Shares7,093

Change+7,093

Value$48.2K

Filed 2026-10-27

Eagle Point Credit Management LLC

UNCHANGED

Shares3,634 from 3,634

Change0 (0%)

Value$24.7K (-$1.8K)

Filed 2026-11-06

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares2,169 from 7,856

Change-5,687 (-72%)

Value$15 (-$57.0K)

Filed 2026-10-22

Daytona Street Capital LLC

UNCHANGED

Shares1,372 from 1,372

Change0 (0%)

Value$9.4K (-$708)

Filed 2026-10-15

Burk Holdings LLC

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$8.1K (-$588)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares1,069 from 1,000

Change+69 (+7%)

Value$7.3K (-$21)

Filed 2026-10-23

Simplex Trading, LLC

DECREASED

Shares505 from 719

Change-214 (-30%)

Value$3.4K (-$1.8K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$3.1K (-$224)

Filed 2026-10-16

Community Financial Services Group, LLC

UNCHANGED

Shares127 from 127

Change0 (0%)

Value$862 (-$74)

Filed 2026-10-15

Golden State Wealth Management, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$679 (-$49)

Filed 2026-11-02

Larson Financial Group LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$672 (-$49)

Filed 2026-11-05

Moisand Fitzgerald Tamayo, LLC

NEW

Shares33

Change+33

Value$225

Filed 2026-10-15

Caitong International Asset Management Co., Ltd

INCREASED

Shares20 from 9

Change+11 (+122%)

Value$136 (+$70)

Filed 2026-10-29

Bulldog Investors, LLPA

N/A

Shares— from 378,412

Change-378,412 (-100%)

Value—

JB Capital Partners LP

N/A

Shares— from 197,036

Change-197,036 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 98,879

Change-98,879 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 94,495

Change-94,495 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 93,881

Change-93,881 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 80,706

Change-80,706 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 39,887

Change-39,887 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 38,986

Change-38,986 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 33,515

Change-33,515 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 32,411

Change-32,411 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 26,783

Change-26,783 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 23,157

Change-23,157 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 21,473

Change-21,473 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 11,038

Change-11,038 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,912

Change-10,912 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,050

Change-10,050 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,224

Change-2,224 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,468

Change-1,468 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,129

Change-1,129 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 875

Change-875 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

	Status
Wealth Enhancement Advisory Services, LLC	INCREASED	177,251	157,910	+19,341	+12%	$1.2M	$1.2M	+$57.5K	2026-10-13
Triumph Capital Management	INCREASED	50,512	41,562	+8,950	+22%	$302.6K	$343.0K	+$40.4K	2026-10-14
Gables Capital Management Inc.	DECREASED	46,143	46,531	-388	-1%	$338.7K	$313.3K	-$25.4K	2026-11-04
Deltec Asset Management LLC	UNCHANGED	22,222	22,222	0	0%	$161.8K	$150.9K	-$10.9K	2026-10-26
LPL Financial LLC	INCREASED	20,747	12,502	+8,245	+66%	$91.0K	$140.9K	+$49.9K	2026-11-06
Accordant Advisory Group Inc	UNCHANGED	16,060	16,060	0	0%	$116.9K	$109.0K	-$7.9K	2026-10-29
Closed-End Fund Advisors, Inc.	UNCHANGED	13,265	13,265	0	0%	$96.6K	$90.1K	-$6.5K	2026-11-04
Perigon Wealth Management, LLC	UNCHANGED	10,500	10,500	0	0%	$76.4K	$71.3K	-$5.1K	2026-10-22
Laurel Wealth Advisors LLC	NEW	7,093	—	+7,093	—	—	$48.2K	—	2026-10-27
Eagle Point Credit Management LLC	UNCHANGED	3,634	3,634	0	0%	$26.5K	$24.7K	-$1.8K	2026-11-06
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	2,169	7,856	-5,687	-72%	$57.0K	$15	-$57.0K	2026-10-22
Daytona Street Capital LLC	UNCHANGED	1,372	1,372	0	0%	$10.1K	$9.4K	-$708	2026-10-15
Burk Holdings LLC	UNCHANGED	1,200	1,200	0	0%	$8.7K	$8.1K	-$588	2026-11-05
Signaturefd, LLC	INCREASED	1,069	1,000	+69	+7%	$7.3K	$7.3K	-$21	2026-10-23
Simplex Trading, LLC	DECREASED	505	719	-214	-30%	$5.2K	$3.4K	-$1.8K	2026-11-04
IFP Advisors, Inc	UNCHANGED	457	457	0	0%	$3.3K	$3.1K	-$224	2026-10-16
Community Financial Services Group, LLC	UNCHANGED	127	127	0	0%	$936	$862	-$74	2026-10-15
Golden State Wealth Management, LLC	UNCHANGED	100	100	0	0%	$728	$679	-$49	2026-11-02
Larson Financial Group LLC	UNCHANGED	99	99	0	0%	$721	$672	-$49	2026-11-05
Moisand Fitzgerald Tamayo, LLC	NEW	33	—	+33	—	—	$225	—	2026-10-15
Caitong International Asset Management Co., Ltd	INCREASED	20	9	+11	+122%	$66	$136	+$70	2026-10-29
Bulldog Investors, LLPA	N/A	—	378,412	-378,412	-100%	$2.8M	—	—	—
JB Capital Partners LP	N/A	—	197,036	-197,036	-100%	$1.4M	—	—	—
Marshall Wace, LLP	N/A	—	98,879	-98,879	-100%	$719.8K	—	—	—
Raymond James Financial Inc	N/A	—	94,495	-94,495	-100%	$687.9K	—	—	—
Legal & General Group Plc	N/A	—	93,881	-93,881	-100%	$683.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	80,706	-80,706	-100%	$587.5K	—	—	—
Curi Capital, LLC	N/A	—	65,000	-65,000	-100%	$473.2K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	39,887	-39,887	-100%	$290.4K	—	—	—
Trexquant Investment LP	N/A	—	38,986	-38,986	-100%	$283.8K	—	—	—
Citadel Advisors LLC	N/A	—	33,515	-33,515	-100%	$244.0K	—	—	—
XTX Topco Ltd	N/A	—	32,411	-32,411	-100%	$236.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	26,783	-26,783	-100%	$195.0K	—	—	—
Morgan Stanley	N/A	—	23,157	-23,157	-100%	$168.6K	—	—	—
Bank of America Corp	N/A	—	21,473	-21,473	-100%	$156.3K	—	—	—
Ethos Financial Group, LLC	N/A	—	11,038	-11,038	-100%	$80.4K	—	—	—
UBS Group AG	N/A	—	10,912	-10,912	-100%	$79.4K	—	—	—
HRT Financial LP	N/A	—	10,050	-10,050	-100%	$73.0K	—	—	—
JPMorgan Chase & Co	N/A	—	2,224	-2,224	-100%	$15.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,468	-1,468	-100%	$10.7K	—	—	—
Royal Bank of Canada	N/A	—	1,129	-1,129	-100%	$8.0K	—	—	—
Wells Fargo & Company	N/A	—	875	-875	-100%	$6.4K	—	—	—
BlackRock, Inc.	N/A	—	9	-9	-100%	$66	—	—	—

Showing 43 of 43 institutions