111 tracked 13F filers disclose a position in BSMS as of the latest SEC 13F filings, a combined $179.2M 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 | LPL Financial LLC | $12.0M | 511K | ▲+6.8% Added · +33K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $9.4M | 402K | ▲+8.9% Added · +33K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.1M | 348K | ▲+63% Added · +135K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $7.0M | 301K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $6.8M | 293K | ▲+14% Added · +35K sh | Q1 2026 | |
| 6 | UBS Group AG | $6.2M | 264K | ▲+17% Added · +38K sh | Q1 2026 | |
| 7 | Hills Bank & Trust Co | $5.8M | 247K | ▲+13% Added · +29K sh | Q1 2026 | |
| 8 | Summit Financial, LLC | $5.1M | 218K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 9 | Kathmere Capital Management, LLC | $4.9M | 208K | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | $4.9M | 208K | ▲+14% Added · +25K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 198K | ▼~0% Reduced · −92 sh | Q1 2026 | |
| 12 | CENTRAL VALLEY ADVISORS, LLC | $4.4M | 189K | ▲+8.5% Added · +15K sh | Q2 2026 | |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 180K | ▲+7.1% Added · +12K sh | Q2 2026 | |
| 14 | Coastline Complete Wealth LLC | $3.9M | 167K | ▲+133% Added · +95K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $3.9M | 167K | ▼−4.5% Reduced · −8K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $3.7M | 156K | ▲+10% Added · +15K sh | Q1 2026 | |
| 17 | Atlantic Union Bankshares Corp | $3.4M | 147K | ▲+7.2% Added · +10K sh | Q1 2026 | |
| 18 | Financial Solutions Advisory Group, Inc. | $3.3M | 141K | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 19 | HighTower Advisors, LLC | $3.0M | 130K | ▲+11% Added · +13K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 128K | ▲+4.3% Added · +5K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $2.7M | 115K | ▲+12% Added · +12K sh | Q1 2026 | |
| 22 | Invariant Investment Management | $2.7M | 113K | ▲+0.7% Added · +767 sh | Q2 2026 | |
| 23 | Key FInancial Inc | $2.6M | 111K | ▼−25% Reduced · −36K sh | Q2 2026 | |
| 24 | Focus Partners Wealth | $2.6M | 109K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 25 | Asset Dedication, LLC | $2.5M | 108K | ▼−1.0% Reduced · −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 BSMS and 18 added to an existing one, while 12 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 | 50 funds | $6.2B |
| NVIDIA CORPNVDA | 50 funds | $5.9B |
| APPLE INCAAPL | 50 funds | $5.7B |
| AMAZON.COM INCAMZN | 49 funds | $3.6B |
| TESLA INCTSLA | 49 funds | $778.1M |
| ALPHABET INC-CL AGOOGL | 48 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 47 funds | $3.3B |
| BROADCOM INCAVGO | 47 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 47 funds | $1.6B |
| INVESCO BULLETSHARES 2027 MBBSMR | 47 funds | $58.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $2.5B |
Ranked by how many of BSMS'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 BSMS
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/BSMS/capital-change-brief"
Use Arkolith's capital_change_brief for BSMS. 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 BSMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.