Among active 13F managers last quarter, 3 opened and 15 added, while 12 reduced; the largest holder to move was Kathmere Capital Management, LLC (+9.2%).
114 tracked 13F filers disclose a position in BSMT as of the latest SEC 13F filings, a combined $178.4M 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 | Hills Bank & Trust Co | 665K | $15.3M | ▲+0.8% Added · +6K sh | Q2 2026 | |
| 2 | Wells Fargo & Company | 587K | $13.5M | ▲+1.3% Added · +7K sh | Q1 2026 | |
| 3 | Atlantic Union Bankshares Corp | 302K | $6.9M | ▲+58% Added · +111K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 300K | $6.9M | ▲+10% Added · +28K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 292K | $6.7M | ▲+10% Added · +27K sh | Q1 2026 | |
| 6 | Kathmere Capital Management, LLC | 275K | $6.3M | ▲+9.2% Added · +23K sh | Q2 2026 | |
| 7 | Morgan Stanley | 245K | $5.6M | ▼−1.7% Reduced · −4K sh | Q1 2026 | |
| 8 | UBS Group AG | 234K | $5.4M | ▲+30% Added · +53K sh | Q1 2026 | |
| 9 | Avior Wealth Management, LLC | 230K | $5.3M | ▲+14% Added · +28K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | 221K | $5.1M | ▲+10% Added · +21K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 216K | $5.0M | ▲+8.5% Added · +17K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 199K | $4.6M | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 13 | Precedent Wealth Partners, LLC | 179K | $4.1M | ▲+7.6% Added · +13K sh | Q2 2026 | |
| 14 | Central Valley Advisors, LLC | 170K | $3.9M | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 15 | Moneco Advisors, LLC | 158K | $3.6M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | 155K | $3.6M | ▲+14% Added · +19K sh | Q2 2026 | |
| 17 | Legacy Private Trust Co. | 133K | $3.1M | ▲+52% Added · +45K sh | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 118K | $2.7M | ▲+26% Added · +24K sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 110K | $2.5M | ▲+21% Added · +19K sh | Q1 2026 | |
| 20 | Sequoia Financial Advisors, LLC | 108K | $2.5M | ▼−33% Reduced · −52K sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 107K | $2.5M | ▲+9.4% Added · +9K sh | Q1 2026 | |
| 22 | Lido Advisors, LLC | 106K | $2.5M | —Held | Q2 2026 | |
| 23 | Confluence Investment Management LLC | 104K | $2.4M | ▲New +104K sh | Q1 2026 | |
| 24 | Focus Partners Wealth | 100K | $2.3M | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 25 | Northwestern Mutual Wealth Management Co | 99K | $2.3M | ▲+9.8% Added · +9K 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, 3 funds opened a new position in BSMT and 15 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 |
|---|---|---|
| Microsoft CorpMSFT | 52 funds | $6.0B |
| Nvidia CorpNVDA | 52 funds | $5.9B |
| Tesla IncTSLA | 52 funds | $762.1M |
| Apple IncAAPL | 51 funds | $5.9B |
| Alphabet Inc-CL CGOOG | 51 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 51 funds | $2.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 51 funds | $1.6B |
| Amazon.com IncAMZN | 50 funds | $3.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 50 funds | $2.5B |
| Broadcom IncAVGO | 50 funds | $2.1B |
| JPMorgan Chase & CoJPM | 50 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 48 funds | $1.4B |
Ranked by how many of BSMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSMT.
| 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 BSMT
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/BSMT/capital-change-brief"
Use Arkolith's capital_change_brief for BSMT. 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 BSMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.