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Equibles

Institute for Wealth Management, LLC.

Position in BCV — Bancroft Fund Ltd

CIK 1533954 DENVER, CO
Back to BCV Full portfolio

Position in BCV

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$157,135
-$11,677 QoQ
Shares Held
6,046
-41.3% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 41 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BCV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. BCV ranks #30 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
2 BX
Blackstone Inc.
 17,555 $2,065,696
3 KKR
KKR & Co. Inc.
 10,154 $931,934
4 CET
Central Securities Corp
 16,394 $859,865
5 ECF
Ellsworth Growth & Income Fund Ltd
 52,289 $690,737
6 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670
7 APO
Apollo Global Management, Inc.
 4,340 $513,465
8 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 25,742 $479,830

All Filings in BCV

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $157,135 6,046
2022-12-31 $168,812 10,306
2022-09-30 $172,199 10,299
2022-06-30 $185,999 10,299
2022-03-31 $234,611 10,299
2021-12-31 $272,202 10,299
2021-09-30 $305,159 10,299
2021-06-30 $329,773 10,299
2021-03-31 $303,717 10,299
2020-12-31 $310,411 10,299
2020-09-30 $255,930 10,299
2020-06-30 $246,585 10,339
2020-03-31 $201,196 10,339