BSMC

Brandes US Small-Mid Cap Val$41.29 0.13%
UnclassifiedUSCUSIP 900934100· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
16
-8 QoQ
13F Value (tracked)
$25.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$41.29 0.13%3Y +65.0%
$23.11$28.00$32.90$37.80$42.6920232024202520262222324
Hover for who · click for detailEnd-of-day closing prices52w $31.19 – $41.34

Who owns BSMC?

16 tracked 13F filers

16 tracked 13F filers disclose a position in BSMC as of the latest SEC 13F filings, a combined $25.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Bleakley Financial Group, LLC
$7.7M
197K
−5.1%
Reduced · −11K sh
Q2 2026
2ROYAL BANK OF CANADA
$6.2M
172K
+41%
Added · +50K sh
Q1 2026
3Brooklyn Investment Group
$3.7M
102K
+24%
Added · +19K sh
Q1 2026
4SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.7M
46K
New
+46K sh
Q1 2026
5STEPHENS INC /AR/
$1.6M
40K
New
+40K sh
Q2 2026
6ONE PLUS ONE WEALTH MANAGEMENT, LLC
$1.3M
33K
−33%
Reduced · −16K sh
Q2 2026
7Nautilus Advisors LLC
$1.3M
32K
+16%
Added · +4K sh
Q2 2026
8JANE STREET GROUP, LLC
$762K
21K
+235%
Added · +15K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$611K
17K
+96%
Added · +8K sh
Q1 2026
10STIFEL FINANCIAL CORP
$568K
16K
+27%
Added · +3K sh
Q1 2026
11BENJAMIN EDWARDS INC
$228K
6K
New
+6K sh
Q2 2026
12OSAIC HOLDINGS, INC.
$116K
3K
−0.9%
Reduced · −30 sh
Q1 2026
13FIFTH THIRD BANCORP
$71K
2K
New
+2K sh
Q1 2026
14UBS Group AG
$36K
985
+400%
Added · +788 sh
Q1 2026
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$15K
427
New
+427 sh
Q1 2026
16Blue Trust, Inc.
$4K
97
New
+97 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BSMC being bought or sold by institutions?

Last quarter, 4 funds opened a new position in BSMC and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Funds that own BSMC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA7 funds$35.4B
APPLE INCAAPL7 funds$27.7B
MICROSOFT CORPMSFT7 funds$24.2B
AMAZON.COM INCAMZN7 funds$15.8B
ALPHABET INC-CL AGOOGL7 funds$13.4B
BROADCOM INCAVGO7 funds$12.5B
ALPHABET INC-CL CGOOG7 funds$9.1B
TESLA INCTSLA7 funds$7.5B
META PLATFORMS INC-CLASS AMETA7 funds$7.4B
ELI LILLY & COLLY7 funds$6.8B
JPMORGAN CHASE & COJPM7 funds$5.8B
JOHNSON & JOHNSONJNJ7 funds$5.0B

Ranked by how many of BSMC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

5 funds+0 since Q3 2024
0713Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.3M

Share classes

Class13F holdersValue held
BINVMF Closed and MF Open37 funds$190.3M
BUSAEXCHANGE TRADED25 funds$38.9M
BSMCthis pageBRANDES US SMALL16 funds$25.8M
GEMEPACIFIC NOS GLOB9 funds$253.1M
900934845TRANSAMERICA LAR6 funds$137.2M
TABDTRANSAMERICA BD6 funds$122.7M
PQUSmc3 funds$61.2M
NFRXHARRISON STREET3 funds$9.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BSMC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSMC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSMC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.