Among active 13F managers last quarter, 4 opened and 8 added, while 1 reduced; the largest holder to move was Confluence Investment Management LLC (new position).
33 tracked 13F filers disclose a position in BSMZ as of the latest SEC 13F filings, a combined $29.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Confluence Investment Management LLC | 223K | $5.6M | ▲New +223K sh | Q1 2026 | |
| 2 | Atlantic Union Bankshares Corp | 188K | $4.8M | ▲+36% Added · +50K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 150K | $3.8M | ▲12× Added · +138K sh | Q1 2026 | |
| 4 | Equitable Holdings, Inc. | 47K | $1.2M | ▲+32% Added · +11K sh | Q2 2026 | |
| 5 | Stifel Financial Corp | 45K | $1.1M | ▲+53% Added · +16K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 41K | $1.0M | ▼−39% Reduced · −26K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | 40K | $1.0M | ▲New +40K sh | Q1 2026 | |
| 8 | Hills Bank & Trust Co | 39K | $992K | ▲New +39K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 38K | $956K | ▲+57% Added · +14K sh | Q1 2026 | |
| 10 | Key FInancial Inc | 34K | $868K | ▲+11% Added · +3K sh | Q2 2026 | |
| 11 | Jacobi Capital Management LLC | 34K | $863K | ▲+188% Added · +22K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 32K | $801K | ▲+128% Added · +18K sh | Q1 2026 | |
| 13 | Moneco Advisors, LLC | 30K | $759K | ▲+113% Added · +16K sh | Q2 2026 | |
| 14 | IFP Advisors, Inc | 23K | $595K | ▲+29% Added · +5K sh | Q2 2026 | |
| 15 | Mgo One Seven LLC | 22K | $558K | —Held | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | 22K | $557K | ▲+11% Added · +2K sh | Q2 2026 | |
| 17 | United Capital Financial Advisors, LLC | 17K | $436K | ▲+12% Added · +2K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | 13K | $333K | ▲New +13K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 13K | $316K | ▲New +13K sh | Q1 2026 | |
| 20 | Clark Asset Management, LLC | 12K | $320K | ▲New +12K sh | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 12K | $312K | ▲New +12K sh | Q1 2026 | |
| 22 | MML Investors Services, LLC | 12K | $299K | ▲+24% Added · +2K sh | Q2 2026 | |
| 23 | Addison Advisors LLC | 11K | $279K | ▲+74% Added · +5K sh | Q2 2026 | |
| 24 | Bill Few Associates, Inc. | 10K | $253K | ▲New +10K sh | Q2 2026 | |
| 25 | J.W. Cole Advisors, Inc. | 10K | $247K | ▲New +10K 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, 4 funds opened a new position in BSMZ and 8 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $804.9M |
| Microsoft CorpMSFT | 15 funds | $584.4M |
| Alphabet Inc-CL CGOOG | 15 funds | $429.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $382.8M |
| JPMorgan Chase & CoJPM | 15 funds | $282.7M |
| Taiwan Semiconductor-SP ADRTSM | 15 funds | $253.9M |
| Chevron CorpCVX | 15 funds | $242.3M |
| Cisco Systems IncCSCO | 15 funds | $218.1M |
| American Express CoAXP | 15 funds | $57.4M |
| ASML Holding NV-NY Reg SHSASML | 15 funds | $44.8M |
| Apple IncAAPL | 14 funds | $1.2B |
| Nvidia CorpNVDA | 14 funds | $995.4M |
Ranked by how many of BSMZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSMZ.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 375 funds | $3.4B |
| BSCSmc | 373 funds | $2.5B |
| BSCQmc | 368 funds | $2.9B |
| BSCTmc | 329 funds | $2.0B |
| BSCUmc | 286 funds | $2.0B |
| OMFLmc | 244 funds | $2.3B |
| BSCVmc | 212 funds | $1.3B |
| BSJQmc | 170 funds | $650.2M |
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 BSMZ
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/BSMZ/capital-change-brief"
Use Arkolith's capital_change_brief for BSMZ. 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 BSMZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.