The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query BSMW owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSMW"
Use Arkolith to show who owns BSMW, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Stratos Wealth Advisors, LLC | $5.9M | 239K | ▲+45% Added · +74K sh | Q1 2026 | |
| 2 | Atlantic Union Bankshares Corp | $5.6M | 226K | ▲+11% Added · +22K sh | Q1 2026 | |
| 3 | Hills Bank & Trust Co | $2.9M | 116K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $2.7M | 108K | ▲+11% Added · +10K sh | Q1 2026 | |
| 5 | Lido Advisors, LLC | $2.7M | 108K | ▲+7.9% Added · +8K sh | Q1 2026 | |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.1M | 45K | ▲+44% Added · +14K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $1.1M | 44K | ▲+6.0% Added · +2K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $1.0M | 42K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 9 | VestGen Advisors, LLC | $996K | 40K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | $662K | 27K | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 11 | Sequoia Financial Advisors, LLC | $620K | 25K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 12 | HUNTINGTON NATIONAL BANK | $535K | 22K | ▲+5.9% Added · +1K sh | Q1 2026 | |
| 13 | Summit Trail Advisors, LLC | $462K | 19K | ▼−42% Reduced · −13K sh | Q1 2026 | |
| 14 | Jacobi Capital Management LLC | $420K | 17K | —Held | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $249K | 10K | ▲+8.6% Added · +797 sh | Q1 2026 | |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $233K | 9K | ▲New +9K sh | Q1 2026 | |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $224K | 9K | —Held | Q1 2026 | |
| 18 | Larson Financial Group LLC | $126K | 5K | —Held | Q1 2026 | |
| 19 | Aptus Capital Advisors, LLC | $125K | 5K | ▲+0.8% Added · +40 sh | Q1 2026 | |
| 20 | IFP Advisors, Inc | $6K | 224 | ▲New +224 sh | Q1 2026 | |
| 21 | Root Financial Partners, LLC | $3K | 132 | ▲New +132 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| BSCWMF Closed and MF Open | 81 funds | $817.1M |
| BSCXTRD SLF IDX FD INVESCO BULLETSH | 62 funds | $563.3M |
| BSCYEXCHANGE TRADED | 50 funds | $305.1M |
| BSMWthis pagemc | 46 funds | $91.2M |
| BSSXmc | 44 funds | $58.8M |
| BSJUMF Closed and MF Open | 40 funds | $89.0M |
| BSCZETFs | 32 funds | $97.6M |
| BSMYmc | 32 funds | $49.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 23 funds | $6.7B |
| NVIDIA CORPNVDA | 23 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $5.9B |
| MICROSOFT CORPMSFT | 23 funds | $4.2B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $4.0B |
| AMAZON.COM INCAMZN | 23 funds | $3.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 23 funds | $2.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 23 funds | $2.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 23 funds | $2.2B |
| BROADCOM INCAVGO | 23 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 23 funds | $2.0B |
Ranked by how many of BSMW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.