BSMZ

Inves BLTSHRS 2035 MB ETF$25.59 0.49%
UnclassifiedUSCUSIP 46138J353· EOD Jun 18, 2026◍ Confluence graph
Tracked 13F Holders
9
+8 QoQ
13F Value (tracked)
$6.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$25.59 0.49%1Y +1.8%
$24.88$25.15$25.42$25.68$25.95Sep 2025NovJan 2026MarAprJun38
Hover for who · click for detailEnd-of-day closing prices52w $24.96 – $25.88
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Use BSMZ data in an agent

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.

Build

Ask your agent who owns BSMZ

This stock page is the Follow view. The Build view lets your agent query BSMZ owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSMZ"
Ask your agent
Use Arkolith to show who owns BSMZ,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

9 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Atlantic Union Bankshares Corp
$3.5M
138K
+6.6%
Added · +9K sh
Q1 2026
2Equitable Holdings, Inc.
$896K
36K
+13%
Added · +4K sh
Q1 2026
3MGO ONE SEVEN LLC
$547K
22K
+32%
Added · +5K sh
Q1 2026
4Kestra Advisory Services, LLC
$492K
20K
+459%
Added · +16K sh
Q1 2026
5IFP Advisors, Inc
$452K
18K
New
+18K sh
Q1 2026
6UNITED CAPITAL FINANCIAL ADVISORS, LLC
$383K
15K
+27%
Added · +3K sh
Q1 2026
7Jacobi Capital Management LLC
$294K
12K
New
+12K sh
Q1 2026
8MML INVESTORS SERVICES, LLC
$236K
9K
−21%
Reduced · −3K sh
Q1 2026
9Root 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds+22 since Q3 2025
01223Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $22.2M

Share classes

Class13F holdersValue held
BSCQmc161 funds$2.4B
BSCRmc159 funds$3.1B
BSCSmc153 funds$1.8B
BSCTmc142 funds$1.4B
OMFLmc141 funds$2.0B
BSCUmc133 funds$1.4B
BSCVmc102 funds$917.3M
BSJQmc89 funds$451.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own BSMZ also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV9 funds$3.0B
APPLE INCAAPL9 funds$2.7B
NVIDIA CORPNVDA9 funds$2.4B
VANGUARD S&P 500 ETFVOO9 funds$2.0B
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$1.9B
MICROSOFT CORPMSFT9 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ9 funds$1.6B
AMAZON.COM INCAMZN9 funds$1.3B
VANGUARD GROWTH ETFVUG9 funds$1.2B
ALPHABET INC-CL AGOOGL9 funds$1.1B
ISHARES CORE MSCI EAFE ETFIEFA9 funds$1.1B
VANGUARD VALUE ETFVTV9 funds$905.1M

Ranked by how many of BSMZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSMZ. 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.