Among active 13F managers last quarter, 25 added and 9 reduced; the largest holder to move was Key FInancial Inc (+7.5%).
134 tracked 13F filers disclose a position in BSMR as of the latest SEC 13F filings, a combined $225.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 564K | $13.3M | ▲+2.5% Added · +14K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 500K | $11.8M | ▲+12% Added · +54K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 467K | $11.0M | ▲+64% Added · +182K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 463K | $10.9M | ▲+3.0% Added · +13K sh | Q1 2026 | |
| 5 | Key FInancial Inc | 368K | $8.7M | ▲+7.5% Added · +26K sh | Q2 2026 | |
| 6 | Financial Solutions Advisory Group, Inc. | 344K | $8.1M | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 333K | $7.9M | ▲+66% Added · +132K sh | Q1 2026 | |
| 8 | Atlantic Union Bankshares Corp | 320K | $7.6M | ▲+49% Added · +106K sh | Q2 2026 | |
| 9 | UBS Group AG | 254K | $6.0M | ▲+29% Added · +58K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | 231K | $5.5M | ▲+45% Added · +71K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 218K | $5.1M | ▲+7.0% Added · +14K sh | Q2 2026 | |
| 12 | Integrated Wealth Concepts LLC | 201K | $4.7M | ▲+2.2% Added · +4K sh | Q2 2026 | |
| 13 | Precedent Wealth Partners, LLC | 190K | $4.5M | ▲+11% Added · +18K sh | Q2 2026 | |
| 14 | Central Valley Advisors, LLC | 185K | $4.4M | ▲+8.9% Added · +15K sh | Q2 2026 | |
| 15 | Avior Wealth Management, LLC | 183K | $4.3M | ▼−4.5% Reduced · −9K sh | Q1 2026 | |
| 16 | Hills Bank & Trust Co | 179K | $4.2M | ▼−22% Reduced · −52K sh | Q2 2026 | |
| 17 | Coastline Complete Wealth LLC | 166K | $3.9M | ▲+6.7% Added · +10K sh | Q1 2026 | |
| 18 | Moneco Advisors, LLC | 159K | $3.8M | ▲+5.9% Added · +9K sh | Q2 2026 | |
| 19 | Summit Financial, LLC | 157K | $3.7M | ▼−27% Reduced · −59K sh | Q2 2026 | |
| 20 | Osaic Holdings, Inc. | 138K | $3.3M | ▲+7.2% Added · +9K sh | Q1 2026 | |
| 21 | Asset Dedication, LLC | 125K | $3.0M | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 22 | Envestnet Asset Management Inc | 125K | $3.0M | ▲+7.9% Added · +9K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | 113K | $2.7M | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 24 | Ameriprise Financial Inc | 109K | $2.5M | ▲+45% Added · +34K sh | Q1 2026 | |
| 25 | Kathmere Capital Management, LLC | 106K | $2.5M | ▲+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, 25 funds added to an existing position in BSMR, while 9 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 65 funds | $9.5B |
| Nvidia CorpNVDA | 65 funds | $9.4B |
| Microsoft CorpMSFT | 65 funds | $8.2B |
| Amazon.com IncAMZN | 64 funds | $6.8B |
| Alphabet Inc-CL AGOOGL | 64 funds | $4.1B |
| Tesla IncTSLA | 64 funds | $1.5B |
| JPMorgan Chase & CoJPM | 63 funds | $2.7B |
| Alphabet Inc-CL CGOOG | 62 funds | $4.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 62 funds | $2.4B |
| Broadcom IncAVGO | 61 funds | $3.7B |
| Invesco QQQ Trust Series 1QQQ | 61 funds | $2.3B |
| Ishares Core S&P 500 ETFIVV | 60 funds | $23.8B |
Ranked by how many of BSMR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSMR.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 376 funds | $3.4B |
| BSCSmc | 374 funds | $2.6B |
| BSCQmc | 369 funds | $2.9B |
| BSCTmc | 330 funds | $2.0B |
| BSCUmc | 288 funds | $2.0B |
| OMFLmc | 246 funds | $2.3B |
| BSCVmc | 213 funds | $1.3B |
| BSJQmc | 172 funds | $650.2M |
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 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/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 + quarter-over-quarter ownership changes + 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.