87 tracked 13F filers disclose a position in BSMU as of the latest SEC 13F filings, a combined $154.6M 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 | WELLS FARGO & COMPANY/MN | $11.3M | 519K | ▲+3.3% Added · +17K sh | Q1 2026 | |
| 2 | Hills Bank & Trust Co | $10.1M | 461K | ▲+6.6% Added · +29K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $9.5M | 435K | ▼−5.5% Reduced · −25K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $7.4M | 341K | ▲+5.2% Added · +17K sh | Q1 2026 | |
| 5 | UBS Group AG | $6.5M | 296K | ▲+29% Added · +67K sh | Q1 2026 | |
| 6 | Stratos Wealth Advisors, LLC | $6.4M | 296K | ▲+9.0% Added · +24K sh | Q1 2026 | |
| 7 | Kathmere Capital Management, LLC | $6.0M | 276K | ▲New +276K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $5.8M | 268K | ▲+19% Added · +43K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.0M | 229K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $4.6M | 212K | ▲+82% Added · +95K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $4.6M | 209K | ▲~0% Added · +48 sh | Q1 2026 | |
| 12 | Atlantic Union Bankshares Corp | $4.4M | 203K | ▲+8.1% Added · +15K sh | Q1 2026 | |
| 13 | Lido Advisors, LLC | $4.4M | 202K | —Held | Q1 2026 | |
| 14 | PRECEDENT WEALTH PARTNERS, LLC | $4.4M | 200K | ▲+7.2% Added · +13K sh | Q2 2026 | |
| 15 | Legacy Private Trust Co. | $4.0M | 182K | ▲+24% Added · +35K sh | Q2 2026 | |
| 16 | CENTRAL VALLEY ADVISORS, LLC | $3.8M | 174K | ▼−3.9% Reduced · −7K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | $3.0M | 136K | ▲+5.3% Added · +7K sh | Q2 2026 | |
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.7M | 123K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 119K | ▲+12% Added · +13K sh | Q1 2026 | |
| 20 | Parkway Wealth Management Group, LLC | $2.6M | 116K | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 21 | Clark Asset Management, LLC | $2.5M | 113K | ▲+26% Added · +23K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 106K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 96K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $2.0M | 93K | ▼−7.1% Reduced · −7K sh | Q1 2026 | |
| 25 | Key FInancial Inc | $1.8M | 81K | ▼−29% Reduced · −33K 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 BSMU and 9 added to an existing one, while 10 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 |
|---|---|---|
| ALPHABET INC-CL CGOOG | 35 funds | $838.5M |
| MICROSOFT CORPMSFT | 34 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 34 funds | $610.6M |
| APPLE INCAAPL | 33 funds | $2.9B |
| NVIDIA CORPNVDA | 33 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $1.2B |
| AMAZON.COM INCAMZN | 33 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 33 funds | $1.0B |
| BROADCOM INCAVGO | 33 funds | $704.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $693.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $1.0B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $521.4M |
Ranked by how many of BSMU's institutional holders also hold each name, a cross-fund conviction signal.
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.