101 tracked 13F filers disclose a position in BSMT as of the latest SEC 13F filings, a combined $167.0M 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 | Hills Bank & Trust Co | $15.2M | 659K | ▲+4.1% Added · +26K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $13.5M | 587K | ▲+1.3% Added · +7K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $6.9M | 300K | ▲+10% Added · +28K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $6.7M | 292K | ▲+10% Added · +27K sh | Q1 2026 | |
| 5 | Kathmere Capital Management, LLC | $6.3M | 275K | ▲+9.2% Added · +23K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $5.6M | 245K | ▼−1.7% Reduced · −4K sh | Q1 2026 | |
| 7 | UBS Group AG | $5.4M | 234K | ▲+30% Added · +53K sh | Q1 2026 | |
| 8 | Avior Wealth Management, LLC | $5.3M | 230K | ▲+14% Added · +28K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $5.1M | 221K | ▲+10% Added · +21K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $4.6M | 199K | ▲+17% Added · +28K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.6M | 199K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 12 | Atlantic Union Bankshares Corp | $4.4M | 191K | ▲+7.7% Added · +14K sh | Q1 2026 | |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | $4.1M | 179K | ▲+7.6% Added · +13K sh | Q2 2026 | |
| 14 | CENTRAL VALLEY ADVISORS, LLC | $3.9M | 170K | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 15 | Sequoia Financial Advisors, LLC | $3.7M | 160K | ▼−5.3% Reduced · −9K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $3.1M | 135K | ▲+20% Added · +22K sh | Q1 2026 | |
| 17 | Legacy Private Trust Co. | $3.1M | 133K | ▲+52% Added · +45K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.7M | 118K | ▲+26% Added · +24K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 110K | ▲+21% Added · +19K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 107K | ▲+9.4% Added · +9K sh | Q1 2026 | |
| 21 | Lido Advisors, LLC | $2.4M | 106K | —Held | Q1 2026 | |
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.4M | 104K | ▲New +104K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $2.3M | 100K | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 99K | ▲+9.8% Added · +9K sh | Q1 2026 | |
| 25 | Clark Asset Management, LLC | $2.2M | 96K | ▼−2.6% Reduced · −3K 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, 4 funds opened a new position in BSMT and 13 added to an existing one, while 11 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 | 43 funds | $6.1B |
| NVIDIA CORPNVDA | 43 funds | $5.6B |
| TESLA INCTSLA | 43 funds | $734.2M |
| APPLE INCAAPL | 42 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 42 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 42 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 42 funds | $1.6B |
| AMAZON.COM INCAMZN | 41 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $2.4B |
| BROADCOM INCAVGO | 41 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 41 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $1.4B |
Ranked by how many of BSMT's institutional holders also hold each name, a cross-fund conviction signal.
| 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 | 212 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 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.