65 tracked 13F filers disclose a position in BSSX as of the latest SEC 13F filings, a combined $75.8M 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 | LPL Financial LLC | $6.7M | 263K | ▼−8.2% Reduced · −24K sh | Q1 2026 | |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.0M | 238K | ▼−19% Reduced · −56K sh | Q1 2026 | |
| 3 | Atlantic Union Bankshares Corp | $4.7M | 185K | ▲+11% Added · +18K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.3M | 169K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $4.2M | 167K | ▲+47% Added · +54K sh | Q1 2026 | |
| 6 | PRECEDENT WEALTH PARTNERS, LLC | $4.0M | 156K | ▲+7.8% Added · +11K sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | $3.9M | 152K | ▼−2.5% Reduced · −4K sh | Q2 2026 | |
| 8 | Hills Bank & Trust Co | $3.5M | 134K | ▲+27% Added · +29K sh | Q2 2026 | |
| 9 | HighTower Advisors, LLC | $2.9M | 116K | ▲+104% Added · +59K sh | Q1 2026 | |
| 10 | Legacy Private Trust Co. | $2.9M | 112K | ▲+76% Added · +49K sh | Q2 2026 | |
| 11 | Sequoia Financial Advisors, LLC | $2.8M | 110K | ▼−7.9% Reduced · −9K sh | Q1 2026 | |
| 12 | Envision Financial Planning, LLC | $2.6M | 102K | ▲+4.3% Added · +4K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $1.9M | 76K | ▼−4.9% Reduced · −4K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $1.4M | 54K | ▲+13% Added · +6K sh | Q1 2026 | |
| 15 | Clark Asset Management, LLC | $1.3M | 51K | ▲+39% Added · +14K sh | Q2 2026 | |
| 16 | Lido Advisors, LLC | $1.3M | 51K | —Held | Q2 2026 | |
| 17 | Key FInancial Inc | $1.2M | 46K | ▲+11% Added · +4K sh | Q2 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $1.2M | 45K | ▲+179% Added · +29K sh | Q1 2026 | |
| 19 | Avior Wealth Management, LLC | $1.1M | 44K | ▲+466% Added · +36K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 43K | ▲+196% Added · +28K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $1.0M | 40K | ▲New +40K sh | Q1 2026 | |
| 22 | Jacobi Capital Management LLC | $985K | 38K | ▲+132% Added · +22K sh | Q2 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $963K | 38K | ▲+76% Added · +16K sh | Q1 2026 | |
| 24 | UBS Group AG | $860K | 34K | ▲+17% Added · +5K sh | Q1 2026 | |
| 25 | VestGen Advisors, LLC | $701K | 27K | ▲+157% Added · +17K 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, 3 funds opened a new position in BSSX and 10 added to an existing one, while 4 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $6.7B |
| MICROSOFT CORPMSFT | 21 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $1.0B |
| ISHARES CORE S&P SMALL-CAP EIJR | 21 funds | $982.4M |
| ALPHABET INC-CL AGOOGL | 21 funds | $867.3M |
| ALPHABET INC-CL CGOOG | 21 funds | $846.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $677.4M |
| JPMORGAN CHASE & COJPM | 21 funds | $571.4M |
| COSTCO WHOLESALE CORPCOST | 21 funds | $399.4M |
| HOME DEPOT INCHD | 21 funds | $300.3M |
| MASTERCARD INC - AMA | 21 funds | $239.0M |
| PROCTER & GAMBLE CO/THEPG | 21 funds | $176.9M |
Ranked by how many of BSSX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| 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 |
| BSSXthis pagemc | 65 funds | $75.8M |
| BSCZUIE | 62 funds | $134.7M |
| BSMWExchange 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 BSSX
This stock 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/BSSX/capital-change-brief"
Use Arkolith's capital_change_brief for BSSX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.