Among active 13F managers last quarter, 2 opened and 20 added, while 12 reduced; the largest holder to move was Kathmere Capital Management, LLC (−1.3%).
126 tracked 13F filers disclose a position in BSMS as of the latest SEC 13F filings, a combined $192.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 511K | $12.0M | ▲+6.8% Added · +33K sh | Q1 2026 | |
| 2 | Morgan Stanley | 402K | $9.4M | ▲+8.9% Added · +33K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 348K | $8.1M | ▲+63% Added · +135K sh | Q1 2026 | |
| 4 | Truist Financial Corp | 301K | $7.0M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 293K | $6.8M | ▲+14% Added · +35K sh | Q1 2026 | |
| 6 | UBS Group AG | 264K | $6.2M | ▲+17% Added · +38K sh | Q1 2026 | |
| 7 | Atlantic Union Bankshares Corp | 258K | $6.1M | ▲+76% Added · +111K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | 222K | $5.2M | ▲+6.9% Added · +14K sh | Q2 2026 | |
| 9 | Kathmere Capital Management, LLC | 208K | $4.9M | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 198K | $4.6M | ▼~0% Reduced · −92 sh | Q1 2026 | |
| 11 | Hills Bank & Trust Co | 190K | $4.4M | ▼−23% Reduced · −57K sh | Q2 2026 | |
| 12 | Central Valley Advisors, LLC | 189K | $4.4M | ▲+8.5% Added · +15K sh | Q2 2026 | |
| 13 | Precedent Wealth Partners, LLC | 180K | $4.2M | ▲+7.1% Added · +12K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | 167K | $3.9M | ▲+7.3% Added · +11K sh | Q2 2026 | |
| 15 | Coastline Complete Wealth LLC | 167K | $3.9M | ▲+133% Added · +95K sh | Q1 2026 | |
| 16 | Wells Fargo & Company | 167K | $3.9M | ▼−4.5% Reduced · −8K sh | Q1 2026 | |
| 17 | Moneco Advisors, LLC | 162K | $3.8M | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 18 | Summit Financial, LLC | 159K | $3.7M | ▼−27% Reduced · −59K sh | Q2 2026 | |
| 19 | Financial Solutions Advisory Group, Inc. | 141K | $3.3M | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | 130K | $3.0M | ▲+11% Added · +13K sh | Q1 2026 | |
| 21 | Envestnet Asset Management Inc | 128K | $3.0M | ▲+4.3% Added · +5K sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 115K | $2.7M | ▲+12% Added · +12K sh | Q1 2026 | |
| 23 | Invariant Investment Management | 113K | $2.7M | ▲+0.7% Added · +767 sh | Q2 2026 | |
| 24 | Key FInancial Inc | 111K | $2.6M | ▼−25% Reduced · −36K sh | Q2 2026 | |
| 25 | Focus Partners Wealth | 109K | $2.6M | ▲+1.0% Added · +1K sh | Q1 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 BSMS and 20 added to an existing one, while 12 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 |
|---|---|---|
| Nvidia CorpNVDA | 62 funds | $8.6B |
| Apple IncAAPL | 62 funds | $8.5B |
| Microsoft CorpMSFT | 62 funds | $7.6B |
| Amazon.com IncAMZN | 61 funds | $6.4B |
| Alphabet Inc-CL AGOOGL | 60 funds | $3.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 60 funds | $2.2B |
| Tesla IncTSLA | 60 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 59 funds | $4.5B |
| Broadcom IncAVGO | 59 funds | $3.3B |
| JPMorgan Chase & CoJPM | 59 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 58 funds | $3.1B |
| Ishares Core S&P 500 ETFIVV | 57 funds | $22.6B |
Ranked by how many of BSMS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSMS.
| 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 BSMS
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/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 + quarter-over-quarter ownership changes + 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.