13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BCV

BANCROFT FD LTD

38 institutions still hold BANCROFT FD LTD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 059695106·38 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$37M
58.0% inst. owned
of float
Holders
38
-12 QoQ
filers reporting
Activity
+85 / −30
+917 added · −775 reduced
this quarter
Concentration
17.51%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported BCV in Q1 2026. AMERIPRISE FINANCIAL INC leads at 17.5% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M304K0.00%Q1 202602
Saba Capital Management, L.P.
CIK 0001510281
$6M277K0.17%Q1 202603
MORGAN STANLEY
CIK 0000895421
$3M148K0.00%Q1 202604
Pathstone Holdings, LLC
CIK 0002011612
$3M145K0.01%Q1 202605
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M108K0.33%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M101K0.00%Q1 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M91K0.02%Q1 202608
Invesco Ltd.
CIK 0000914208
$2M89K0.00%Q1 202609
Beckerman Institutional, LLC
CIK 0002043468
$2M74K0.85%Q1 202610
UBS Group AG
CIK 0001610520
$1M61K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$1M59K0.00%Q1 202612
Mezzasalma Advisors, LLC
CIK 0001864916
$859,12040K0.22%Q1 202613
Bulldog Investors, LLP
CIK 0001504304
$849,70639K0.19%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$779,00036K0.00%Q1 202615
Advisors Asset Management, Inc.
CIK 0001297376
$772,87336K0.01%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$663,25831K0.00%Q1 202617
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$558,16326K0.00%Q1 202618
GABELLI & Co INVESTMENT ADVISERS, INC.
CIK 0000932724
$553,57526K0.08%Q1 202619
UHLMANN PRICE SECURITIES, LLC
CIK 0001035344
$521,03724K0.04%Q1 202620
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$464,29322K0.02%Q1 2026
Page 1 of 2
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