61 tracked 13F filers disclose a position in BSMW as of the latest SEC 13F filings, a combined $115.6M 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 | MORGAN STANLEY | $11.5M | 464K | ▲+5.9% Added · +26K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $10.5M | 422K | ▼−3.5% Reduced · −15K sh | Q1 2026 | |
| 3 | Stratos Wealth Advisors, LLC | $7.1M | 282K | ▲+18% Added · +43K sh | Q2 2026 | |
| 4 | Lido Advisors, LLC | $7.0M | 279K | ▲+160% Added · +172K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $5.9M | 237K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 6 | Atlantic Union Bankshares Corp | $5.6M | 226K | ▲+11% Added · +22K sh | Q1 2026 | |
| 7 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.3M | 213K | ▲+95% Added · +104K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $4.9M | 199K | ▲+46% Added · +63K sh | Q1 2026 | |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | $4.4M | 173K | ▲+7.3% Added · +12K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.6M | 146K | ▲+5.6% Added · +8K sh | Q1 2026 | |
| 11 | Hills Bank & Trust Co | $3.6M | 144K | ▲+24% Added · +28K sh | Q2 2026 | |
| 12 | UBS Group AG | $3.4M | 139K | ▲+327% Added · +106K sh | Q1 2026 | |
| 13 | MONECO ADVISORS, LLC | $3.0M | 120K | ▲+5.1% Added · +6K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 117K | ▲+82% Added · +53K sh | Q1 2026 | |
| 15 | Legacy Private Trust Co. | $2.9M | 116K | ▲+66% Added · +46K sh | Q2 2026 | |
| 16 | Envision Financial Planning, LLC | $2.8M | 113K | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $2.7M | 109K | ▲+0.7% Added · +718 sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $2.6M | 106K | ▲+94% Added · +52K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $2.2M | 90K | ▲+32% Added · +22K sh | Q1 2026 | |
| 20 | Clark Asset Management, LLC | $2.2M | 89K | ▲+28% Added · +19K sh | Q2 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 66K | ▲+14% Added · +8K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $1.4M | 58K | ▲+36% Added · +15K sh | Q1 2026 | |
| 23 | Key FInancial Inc | $1.4M | 55K | ▲+11% Added · +5K sh | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $1.2M | 49K | ▲+56% Added · +18K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.2M | 49K | ▲+16% Added · +7K 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, 1 fund opened a new position in BSMW and 9 added to an existing one, while 5 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 | 22 funds | $828.2M |
| CHEVRON CORPCVX | 22 funds | $291.9M |
| NVIDIA CORPNVDA | 21 funds | $1.7B |
| APPLE INCAAPL | 21 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 21 funds | $678.3M |
| ALPHABET INC-CL AGOOGL | 21 funds | $533.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $490.3M |
| JPMORGAN CHASE & COJPM | 21 funds | $379.5M |
| TESLA INCTSLA | 21 funds | $290.4M |
| CISCO SYSTEMS INCCSCO | 21 funds | $259.1M |
| JOHNSON & JOHNSONJNJ | 21 funds | $219.2M |
Ranked by how many of BSMW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BSCWUIE | 158 funds | $1.1B |
| BSCXTRD SLF IDX FD INVESCO BULLETSH | 115 funds | $698.1M |
| BSCYEXCHANGE TRADED | 87 funds | $365.4M |
| BSJUMF Closed and MF Open | 70 funds | $151.5M |
| BSSXmc | 65 funds | $75.8M |
| BSCZUIE | 62 funds | $134.7M |
| BSMWthis pageExchange Traded Fund | 61 funds | $115.6M |
| BSMYmc | 49 funds | $71.1M |
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 BSMW
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/BSMW/capital-change-brief"
Use Arkolith's capital_change_brief for BSMW. 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 BSMW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.