Among active 13F managers last quarter, 6 opened and 11 added, while 9 reduced; the largest holder to move was Confluence Investment Management LLC (+102%).
80 tracked 13F filers disclose a position in BSMV as of the latest SEC 13F filings, a combined $120.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 360K | $7.6M | ▼−25% Reduced · −119K sh | Q2 2026 | |
| 2 | Confluence Investment Management LLC | 311K | $6.5M | ▲+102% Added · +157K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 303K | $6.3M | ▲+37% Added · +82K sh | Q1 2026 | |
| 4 | Morgan Stanley | 257K | $5.4M | ▲+4.2% Added · +10K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 255K | $5.3M | ▼−35% Reduced · −135K sh | Q1 2026 | |
| 6 | Atlantic Union Bankshares Corp | 240K | $5.0M | ▲+27% Added · +52K sh | Q2 2026 | |
| 7 | UBS Group AG | 234K | $4.9M | ▲+27% Added · +50K sh | Q1 2026 | |
| 8 | Bank Of America Corp | 233K | $4.9M | ▲+28% Added · +51K sh | Q1 2026 | |
| 9 | Avior Wealth Management, LLC | 223K | $4.7M | ▲+28% Added · +49K sh | Q1 2026 | |
| 10 | Precedent Wealth Partners, LLC | 216K | $4.5M | ▲+7.0% Added · +14K sh | Q2 2026 | |
| 11 | Lido Advisors, LLC | 196K | $4.1M | —Held | Q2 2026 | |
| 12 | Raymond James Financial Inc | 193K | $4.0M | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 13 | Central Valley Advisors, LLC | 181K | $3.8M | ▼−3.9% Reduced · −7K sh | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 142K | $3.0M | ▲+81% Added · +63K sh | Q1 2026 | |
| 15 | Moneco Advisors, LLC | 139K | $2.9M | ▲+3.5% Added · +5K sh | Q2 2026 | |
| 16 | Legacy Private Trust Co. | 122K | $2.6M | ▲+101% Added · +61K sh | Q2 2026 | |
| 17 | Envision Financial Planning, LLC | 118K | $2.5M | ▲+6.8% Added · +8K sh | Q2 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 109K | $2.3M | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 19 | Clark Asset Management, LLC | 106K | $2.2M | ▲+14% Added · +13K sh | Q2 2026 | |
| 20 | Parkway Wealth Management Group, LLC | 105K | $2.2M | ▲+3.2% Added · +3K sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | 96K | $2.0M | ▲+5.4% Added · +5K sh | Q2 2026 | |
| 22 | Stifel Financial Corp | 85K | $1.8M | ▲+25% Added · +17K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 82K | $1.7M | ▲+36% Added · +22K sh | Q1 2026 | |
| 24 | Cary Street Partners Financial LLC | 75K | $1.6M | ▲+81% Added · +34K sh | Q1 2026 | |
| 25 | Key FInancial Inc | 72K | $1.5M | ▼−32% Reduced · −34K 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, 6 funds opened a new position in BSMV and 11 added to an existing one, while 9 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 | 32 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 32 funds | $933.9M |
| JPMorgan Chase & CoJPM | 32 funds | $737.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 32 funds | $716.8M |
| Chevron CorpCVX | 32 funds | $398.5M |
| Cisco Systems IncCSCO | 32 funds | $373.6M |
| Apple IncAAPL | 31 funds | $3.0B |
| Nvidia CorpNVDA | 31 funds | $2.5B |
| Invesco QQQ Trust Series 1QQQ | 31 funds | $1.4B |
| Amazon.com IncAMZN | 31 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 31 funds | $1.1B |
Ranked by how many of BSMV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSMV.
No filings captured for this ticker in the live stream yet.
Connected entities for BSMV
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/BSMV/capital-change-brief"
Use Arkolith's capital_change_brief for BSMV. 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 BSMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.