49 tracked 13F filers disclose a position in BSMY as of the latest SEC 13F filings, a combined $71.1M 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 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.9M | 328K | ▼−11% Reduced · −39K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.9M | 285K | ▲+1.8% Added · +5K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $6.0M | 249K | ▼−6.3% Reduced · −17K sh | Q1 2026 | |
| 4 | BCS Wealth Management | $5.8M | 235K | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 5 | Atlantic Union Bankshares Corp | $3.6M | 148K | ▲+8.5% Added · +12K sh | Q1 2026 | |
| 6 | Lido Advisors, LLC | $3.5M | 140K | ▲New +140K sh | Q2 2026 | |
| 7 | Hills Bank & Trust Co | $3.3M | 134K | ▲+22% Added · +24K sh | Q2 2026 | |
| 8 | NESTEGG ADVISORS, INC. | $3.1M | 124K | ▲+58% Added · +46K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $2.8M | 116K | ▲+97% Added · +57K sh | Q1 2026 | |
| 10 | Envision Financial Planning, LLC | $2.8M | 115K | ▲+5.3% Added · +6K sh | Q1 2026 | |
| 11 | D.A. DAVIDSON & CO. | $2.5M | 102K | ▲+6.7% Added · +6K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $2.1M | 87K | ▲+105% Added · +45K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $2.0M | 82K | ▲+18% Added · +12K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $1.8M | 74K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $1.5M | 63K | ▲+17% Added · +9K sh | Q1 2026 | |
| 16 | MONECO ADVISORS, LLC | $1.3M | 52K | ▲+8.2% Added · +4K sh | Q2 2026 | |
| 17 | Clark Asset Management, LLC | $1.1M | 47K | ▲+31% Added · +11K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $879K | 36K | ▲+151% Added · +22K sh | Q1 2026 | |
| 19 | Key FInancial Inc | $878K | 36K | ▲+13% Added · +4K sh | Q2 2026 | |
| 20 | Jacobi Capital Management LLC | $862K | 35K | ▲+188% Added · +23K sh | Q2 2026 | |
| 21 | PRECEDENT WEALTH PARTNERS, LLC | $842K | 34K | ▲+66% Added · +14K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $813K | 34K | ▲151× Added · +33K sh | Q1 2026 | |
| 23 | UBS Group AG | $672K | 28K | ▲+16% Added · +4K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $664K | 27K | ▲+5.2% Added · +1K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $605K | 25K | ▲+549% Added · +21K 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, 1 fund opened a new position in BSMY and 11 added to an existing one, while 3 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 | 16 funds | $829.6M |
| ALPHABET INC-CL CGOOG | 16 funds | $506.6M |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $6.4B |
| APPLE INCAAPL | 15 funds | $1.5B |
| ISHARES CORE S&P SMALL-CAP EIJR | 15 funds | $975.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $954.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $830.4M |
| AMAZON.COM INCAMZN | 15 funds | $657.4M |
| ALPHABET INC-CL AGOOGL | 15 funds | $576.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $533.1M |
| JPMORGAN CHASE & COJPM | 15 funds | $348.2M |
| ISHARES RUSSELL 1000 GROWTHIWF | 15 funds | $307.2M |
Ranked by how many of BSMY'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 |
| BSMWExchange Traded Fund | 61 funds | $115.6M |
| BSMYthis pagemc | 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 BSMY
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/BSMY/capital-change-brief"
Use Arkolith's capital_change_brief for BSMY. 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 BSMY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.