Among active 13F managers last quarter, 6 opened and 10 added, while 13 reduced; the largest holder to move was Kathmere Capital Management, LLC (new position).
98 tracked 13F filers disclose a position in BSMU as of the latest SEC 13F filings, a combined $165.8M 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 | Wells Fargo & Company | 519K | $11.3M | ▲+3.3% Added · +17K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 435K | $9.5M | ▼−5.5% Reduced · −25K sh | Q1 2026 | |
| 3 | Hills Bank & Trust Co | 405K | $8.9M | ▼−12% Reduced · −56K sh | Q2 2026 | |
| 4 | Morgan Stanley | 341K | $7.4M | ▲+5.2% Added · +17K sh | Q1 2026 | |
| 5 | Stratos Wealth Advisors, LLC | 319K | $7.0M | ▲+8.0% Added · +24K sh | Q2 2026 | |
| 6 | UBS Group AG | 296K | $6.5M | ▲+29% Added · +67K sh | Q1 2026 | |
| 7 | Kathmere Capital Management, LLC | 276K | $6.0M | ▲New +276K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 268K | $5.8M | ▲+19% Added · +43K sh | Q1 2026 | |
| 9 | Atlantic Union Bankshares Corp | 251K | $5.5M | ▲+24% Added · +49K sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 229K | $5.0M | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 217K | $4.8M | ▲+2.3% Added · +5K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | 209K | $4.6M | ▲~0% Added · +48 sh | Q1 2026 | |
| 13 | Lido Advisors, LLC | 202K | $4.4M | —Held | Q2 2026 | |
| 14 | Precedent Wealth Partners, LLC | 200K | $4.4M | ▲+7.2% Added · +13K sh | Q2 2026 | |
| 15 | Legacy Private Trust Co. | 182K | $4.0M | ▲+24% Added · +35K sh | Q2 2026 | |
| 16 | Central Valley Advisors, LLC | 174K | $3.8M | ▼−3.9% Reduced · −7K sh | Q2 2026 | |
| 17 | Moneco Advisors, LLC | 167K | $3.7M | ▲+2.6% Added · +4K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | 136K | $3.0M | ▲+5.3% Added · +7K sh | Q2 2026 | |
| 19 | Confluence Investment Management LLC | 123K | $2.7M | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 20 | Jones Financial Companies LLLP | 119K | $2.6M | ▲+12% Added · +13K sh | Q1 2026 | |
| 21 | Parkway Wealth Management Group, LLC | 116K | $2.6M | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 22 | Clark Asset Management, LLC | 113K | $2.5M | ▲+26% Added · +23K sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 106K | $2.3M | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 24 | Insight Wealth Partners, LLC | 104K | $2.3M | —Held | Q2 2026 | |
| 25 | Northwestern Mutual Wealth Management Co | 96K | $2.1M | ▲+1.2% 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, 6 funds opened a new position in BSMU and 10 added to an existing one, while 13 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 |
|---|---|---|
| Alphabet Inc-CL CGOOG | 42 funds | $934.5M |
| Microsoft CorpMSFT | 41 funds | $1.5B |
| JPMorgan Chase & CoJPM | 41 funds | $702.0M |
| Apple IncAAPL | 40 funds | $3.1B |
| Nvidia CorpNVDA | 40 funds | $2.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 40 funds | $1.3B |
| Amazon.com IncAMZN | 40 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 40 funds | $1.2B |
| Broadcom IncAVGO | 40 funds | $781.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 40 funds | $738.4M |
| Invesco QQQ Trust Series 1QQQ | 39 funds | $1.1B |
| Walmart IncWMT | 39 funds | $492.5M |
Ranked by how many of BSMU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSMU.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 375 funds | $3.4B |
| BSCSmc | 373 funds | $2.5B |
| BSCQmc | 368 funds | $2.9B |
| BSCTmc | 329 funds | $2.0B |
| BSCUmc | 286 funds | $2.0B |
| OMFLmc | 244 funds | $2.3B |
| BSCVmc | 212 funds | $1.3B |
| BSJQmc | 170 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 BSMU
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/BSMU/capital-change-brief"
Use Arkolith's capital_change_brief for BSMU. 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 BSMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.