133 tracked 13F filers disclose a position in BSMQ as of the latest SEC 13F filings, a combined $205.9M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $14.4M | 611K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $13.1M | 555K | ▲+27% Added · +117K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $12.0M | 507K | ▼−4.6% Reduced · −25K sh | Q1 2026 | |
| 4 | UBS Group AG | $9.3M | 395K | ▲+78% Added · +174K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $7.9M | 334K | ▲+8.1% Added · +25K sh | Q1 2026 | |
| 6 | Key FInancial Inc | $6.9M | 293K | ▲+51% Added · +99K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.7M | 285K | ▲+80% Added · +126K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $6.1M | 261K | ▲+35% Added · +68K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $5.5M | 234K | ▼−23% Reduced · −72K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $5.0M | 213K | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 208K | ▲+19% Added · +33K sh | Q1 2026 | |
| 12 | Asset Dedication, LLC | $4.9M | 207K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 13 | HUB Investment Partners, LLC | $4.7M | 201K | ▲13× Added · +186K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | $4.6M | 197K | ▲+7.7% Added · +14K sh | Q2 2026 | |
| 15 | Atlantic Union Bankshares Corp | $4.2M | 179K | ▲+6.8% Added · +11K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $3.8M | 161K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 17 | MONECO ADVISORS, LLC | $3.7M | 156K | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 18 | Summit Financial, LLC | $3.6M | 155K | ▼−28% Reduced · −59K sh | Q2 2026 | |
| 19 | OneAscent Financial Services LLC | $3.3M | 139K | ▼−10% Reduced · −16K sh | Q2 2026 | |
| 20 | Hills Bank & Trust Co | $3.2M | 137K | ▼−19% Reduced · −32K sh | Q2 2026 | |
| 21 | PRECEDENT WEALTH PARTNERS, LLC | $3.0M | 128K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $2.7M | 114K | ▲+33% Added · +28K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $2.7M | 113K | ▲+0.8% Added · +960 sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 112K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 25 | Financial Solutions Advisory Group, Inc. | $2.6M | 112K | ▼−32% Reduced · −52K 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.
Last quarter, 2 funds opened a new position in BSMQ and 16 added to an existing one, while 19 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 62 funds | $7.0B |
| NVIDIA CORPNVDA | 61 funds | $9.0B |
| MICROSOFT CORPMSFT | 61 funds | $7.0B |
| AMAZON.COM INCAMZN | 61 funds | $5.3B |
| ALPHABET INC-CL AGOOGL | 61 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 61 funds | $2.3B |
| TESLA INCTSLA | 60 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 59 funds | $4.0B |
| BROADCOM INCAVGO | 59 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 59 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 59 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 58 funds | $13.1B |
Ranked by how many of BSMQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 373 funds | $3.4B |
| BSCSmc | 370 funds | $2.4B |
| BSCQmc | 368 funds | $2.9B |
| BSCTmc | 328 funds | $1.9B |
| BSCUmc | 283 funds | $1.9B |
| OMFLmc | 246 funds | $2.4B |
| BSCVmc | 212 funds | $1.2B |
| BSJQmc | 169 funds | $635.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BSMQ
This ETF 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSMQ/capital-change-brief"
Use Arkolith's capital_change_brief for BSMQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSMQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.