122 tracked 13F filers disclose a position in BSMR as of the latest SEC 13F filings, a combined $217.5M 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 | MORGAN STANLEY | $13.3M | 564K | ▲+2.5% Added · +14K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $11.8M | 500K | ▲+12% Added · +54K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $11.0M | 467K | ▲+64% Added · +182K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $10.9M | 463K | ▲+3.0% Added · +13K sh | Q1 2026 | |
| 5 | Key FInancial Inc | $8.7M | 368K | ▲+7.5% Added · +26K sh | Q2 2026 | |
| 6 | Financial Solutions Advisory Group, Inc. | $8.1M | 344K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.9M | 333K | ▲+66% Added · +132K sh | Q1 2026 | |
| 8 | UBS Group AG | $6.0M | 254K | ▲+29% Added · +58K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $5.5M | 231K | ▲+45% Added · +71K sh | Q1 2026 | |
| 10 | Hills Bank & Trust Co | $5.5M | 230K | ▲+12% Added · +24K sh | Q1 2026 | |
| 11 | Summit Financial, LLC | $5.1M | 216K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 12 | Atlantic Union Bankshares Corp | $5.1M | 214K | ▲+5.6% Added · +11K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $4.8M | 204K | ▲+11% Added · +21K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $4.6M | 196K | ▲+14% Added · +24K sh | Q1 2026 | |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 190K | ▲+11% Added · +18K sh | Q2 2026 | |
| 16 | CENTRAL VALLEY ADVISORS, LLC | $4.4M | 185K | ▲+8.9% Added · +15K sh | Q2 2026 | |
| 17 | Avior Wealth Management, LLC | $4.3M | 183K | ▼−4.5% Reduced · −9K sh | Q1 2026 | |
| 18 | Coastline Complete Wealth LLC | $3.9M | 166K | ▲+6.7% Added · +10K sh | Q1 2026 | |
| 19 | Sanctuary Advisors, LLC | $3.7M | 158K | ▼−15% Reduced · −29K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $3.3M | 138K | ▲+7.2% Added · +9K sh | Q1 2026 | |
| 21 | Asset Dedication, LLC | $3.0M | 125K | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 125K | ▲+7.9% Added · +9K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $2.7M | 113K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $2.5M | 109K | ▲+45% Added · +34K sh | Q1 2026 | |
| 25 | Kathmere Capital Management, LLC | $2.5M | 106K | ▲+1.2% Added · +1K 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, 3 funds opened a new position in BSMR and 22 added to an existing one, while 8 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 57 funds | $6.8B |
| NVIDIA CORPNVDA | 57 funds | $6.7B |
| APPLE INCAAPL | 57 funds | $6.6B |
| AMAZON.COM INCAMZN | 56 funds | $4.0B |
| TESLA INCTSLA | 56 funds | $898.5M |
| ALPHABET INC-CL AGOOGL | 55 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 55 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 54 funds | $3.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 54 funds | $1.8B |
| BROADCOM INCAVGO | 53 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 53 funds | $2.0B |
| VANGUARD S&P 500 ETFVOO | 52 funds | $3.3B |
Ranked by how many of BSMR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 319 funds | $3.5B |
| BSCSmc | 316 funds | $2.2B |
| BSCQmc | 315 funds | $2.8B |
| BSCTmc | 281 funds | $1.8B |
| BSCUmc | 246 funds | $1.8B |
| OMFLmc | 211 funds | $2.2B |
| BSCVmc | 180 funds | $1.2B |
| BSJQmc | 149 funds | $611.9M |
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 BSMR
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSMR/capital-change-brief"
Use Arkolith's capital_change_brief for BSMR. 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 BSMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.