74 tracked 13F filers disclose a position in BSMV as of the latest SEC 13F filings, a combined $116.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | $10.0M | 480K | ▲+8.6% Added · +38K sh | Q1 2026 | |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.5M | 311K | ▲+102% Added · +157K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $6.3M | 303K | ▲+37% Added · +82K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $5.4M | 257K | ▲+4.2% Added · +10K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $5.3M | 255K | ▼−35% Reduced · −135K sh | Q1 2026 | |
| 6 | UBS Group AG | $4.9M | 234K | ▲+27% Added · +50K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $4.9M | 233K | ▲+28% Added · +51K sh | Q1 2026 | |
| 8 | Avior Wealth Management, LLC | $4.7M | 223K | ▲+28% Added · +49K sh | Q1 2026 | |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 216K | ▲+7.0% Added · +14K sh | Q2 2026 | |
| 10 | Lido Advisors, LLC | $4.1M | 196K | —Held | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.0M | 193K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 12 | Atlantic Union Bankshares Corp | $3.9M | 188K | ▲+11% Added · +18K sh | Q1 2026 | |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $3.8M | 181K | ▼−3.9% Reduced · −7K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 142K | ▲+81% Added · +63K sh | Q1 2026 | |
| 15 | Legacy Private Trust Co. | $2.6M | 122K | ▲+101% Added · +61K sh | Q2 2026 | |
| 16 | Envision Financial Planning, LLC | $2.3M | 110K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 109K | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 18 | Clark Asset Management, LLC | $2.2M | 106K | ▲+14% Added · +13K sh | Q2 2026 | |
| 19 | Parkway Wealth Management Group, LLC | $2.2M | 105K | ▲+3.2% Added · +3K sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $2.0M | 96K | ▲+5.4% Added · +5K sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $1.8M | 85K | ▲+25% Added · +17K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.7M | 82K | ▲+36% Added · +22K sh | Q1 2026 | |
| 23 | CARY STREET PARTNERS FINANCIAL LLC | $1.6M | 75K | ▲+81% Added · +34K sh | Q1 2026 | |
| 24 | Key FInancial Inc | $1.5M | 72K | ▼−32% Reduced · −34K sh | Q2 2026 | |
| 25 | Coastline Complete Wealth LLC | $1.5M | 72K | ▲+492% Added · +60K 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, 5 funds opened a new position in BSMV and 12 added to an existing one, while 6 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 | 29 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 29 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 29 funds | $919.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $879.9M |
| CHEVRON CORPCVX | 29 funds | $528.8M |
| CISCO SYSTEMS INCCSCO | 29 funds | $431.3M |
| APPLE INCAAPL | 28 funds | $3.8B |
| NVIDIA CORPNVDA | 28 funds | $3.3B |
| AMAZON.COM INCAMZN | 28 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 28 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $1.3B |
Ranked by how many of BSMV'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 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.