Bancreek U.S. Large Cap ETF (BCUS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+2

New

-2

Closed

+62K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Strategic Wealth Investment Group,69.7%

Envestnet Portfolio Solutions,29.2%

Israel Discount Bank of New York0.8%

IFP Advisors,0.2%

POM Investment Strategies,0.1%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.57%Max: 4.60%High conviction (>1%): 1

Strategic Wealth Investment Group,

Envestnet Portfolio Solutions,

Israel Discount Bank of New York

IFP Advisors,

POM Investment Strategies,

Farther Finance Advisors,

CoreCap Advisors,

JPMORGAN CHASE &

First Command Advisory Services,

UBS Group AG

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+2

New

-2

Closed

+62K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Strategic Wealth Investment Group,69.7%

Envestnet Portfolio Solutions,29.2%

Israel Discount Bank of New York0.8%

IFP Advisors,0.2%

POM Investment Strategies,0.1%

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+2

New

-2

Closed

+62K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Strategic Wealth Investment Group,69.7%

Envestnet Portfolio Solutions,29.2%

Israel Discount Bank of New York0.8%

IFP Advisors,0.2%

POM Investment Strategies,0.1%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-12

$14,826

BCUS · +48%

$16,185

S&P 500 · +62%

−$1,359

behind the index

Total return (5Y)

+48%

S&P 500

+62%

vs. market

-14%

underperformed

Annualized

17.1%

mkt 21.2%

Volatility

14%

annualized

Beta

0.96

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BCUSS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

BCUS (solid)S&P 500 (outline)Green = positive year, red = negative. Number = BCUS's return.

Beat the market

1 / 3 yrs

33% win rate

Best year

+21%

2024

Worst year

+7%

2025

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position