Institutional Ownership
Bancroft Fd Ltd
CUSIP 059695106COMBCVQ1 2026
Institutional Holders
38
13F filers
Shares Held
2.19M
Aggregate institutional
Institutional Value
$40.54M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased13
Decreased13
Sold out0
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 304.3K | $6.55M | +2.1K | Added |
| 2 | Saba Capital Management, L.P. | 277.5K | $5.98M | −83.8K | Reduced |
| 3 | Morgan Stanley | 148.2K | $3.19M | −24.2K | Reduced |
| 4 | Pathstone Holdings, LLC | 145.4K | $3.13M | +22.8K | Added |
| 5 | Blue Bell Private Wealth Management, LLC | 107.9K | $2.32M | +10.5K | Added |
| 6 | Bank Of America Corp /De/ | 100.8K | $2.17M | −391 | Reduced |
| 7 | Guggenheim Capital LLC | 91.3K | $1.97M | −6.0K | Reduced |
| 8 | Invesco Ltd. | 89.1K | $1.92M | +15.0K | Added |
| 9 | Beckerman Institutional, LLC | 73.9K | $1.59M | +15 | Added |
| 10 | Ubs Group AG | 60.9K | $1.31M | −4.3K | Reduced |
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