Who Owns BANCROFT FD LTD (BCV)? -- Institutional Holders (2026-06-30)
44 institutions reported holding $59.1M of BANCROFT FD LTD (BCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Saba Capital Management, L.P. ($6.9M), SIT INVESTMENT ASSOCIATES INC ($6.6M), AMERIPRISE FINANCIAL INC ($6.5M), Advisors Asset Management, Inc. ($4.2M), Pathstone Holdings, LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Saba Capital Management, L.P. | $6.9M | 265,074 | Trimmed |
| 2 | SIT INVESTMENT ASSOCIATES INC | $6.6M | 255,169 | Hold |
| 3 | AMERIPRISE FINANCIAL INC | $6.5M | 250,913 | Trimmed |
| 4 | Advisors Asset Management, Inc. | $4.2M | 162,398 | Added |
| 5 | Pathstone Holdings, LLC | $3.9M | 148,531 | Added |
| 6 | MORGAN STANLEY | $3.7M | 141,663 | Trimmed |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.1M | 120,208 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $2.6M | 100,823 | Hold |
| 9 | GUGGENHEIM CAPITAL LLC | $2.4M | 92,190 | Added |
| 10 | Invesco Ltd. | $2.1M | 81,873 | Trimmed |
| 11 | Beckerman Institutional, LLC | $1.9M | 72,888 | Trimmed |
| 12 | UBS Group AG | $1.5M | 58,385 | Trimmed |
| 13 | LPL Financial LLC | $1.2M | 47,668 | Trimmed |
| 14 | FIRST TRUST ADVISORS LP | $1.1M | 41,029 | Added |
| 15 | Royal Bank of Canada | $1.0M | 40,125 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.0M | 39,596 | Trimmed |
| 17 | Bulldog Investors, LLP | $1.0M | 39,448 | Hold |
| 18 | Mezzasalma Advisors, LLC | $954,419 | 36,723 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $754,046 | 29,013 | Trimmed |
| 20 | UHLMANN PRICE SECURITIES, LLC | $683,401 | 26,293 | Added |
| 21 | GABELLI & Co INVESTMENT ADVISERS, INC. | $667,943 | 25,700 | Hold |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $524,426 | 20,178 | Trimmed |
| 23 | Cetera Investment Advisers | $517,420 | 19,908 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $511,579 | 19,684 | Hold |
| 25 | OSAIC HOLDINGS, INC. | $488,234 | 18,781 | Added |
Source: SEC Form 13F filings · as of 2026-06-30