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Institutional Ownership · SEC Form 13F

Who owns BSL (BSL)


Which tracked institutional funds hold BSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSL company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

48
Institutional holders
3,495,429
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened BSL while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BSL’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BSL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 48 tracked filers holding BSL, 19 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BSL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • Clear Point Advisors Inc.$2M
  • LOOMIS SAYLES & CO L P$1M
  • Almitas Capital LLC$576K

Largest adds

  • SIT INVESTMENT ASSOCIATES INC$4M
  • CSS LLC/IL$377K

Largest trims

  • BANK OF AMERICA CORP /DE/$3M
  • Invesco Ltd.$964K
  • Integrated Wealth Concepts LLC$308K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
SIT INVESTMENT ASSOCIATES INC added558,299$7M14.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed528,184$7M14.0%2026-Q1
MORGAN STANLEY added340,607$4M9.0%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed260,730$3M6.9%2026-Q1
UBS Group AG trimmed164,024$2M4.3%2026-Q1
Advisors Asset Management, Inc. trimmed139,476$2M3.7%2026-Q1
Clear Point Advisors Inc. new85,465$2M3.3%2026-Q1
Invesco Ltd. trimmed120,191$2M3.2%2026-Q1
Integrated Wealth Concepts LLC trimmed102,582$1M2.7%2026-Q1
LOOMIS SAYLES & CO L P new100,185$1M2.7%2026-Q1
TrueMark Investments, LLC added77,909$1M2.1%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed77,909$1M2.1%2026-Q1
Steward Partners Investment Advisory, LLC added76,765$994K2.0%2026-Q1
LPL Financial LLC trimmed75,239$974K2.0%2026-Q1
Tranquility Partners, LLC trimmed73,417$951K1.9%2026-Q1
CSS LLC/IL added64,977$841K1.7%2026-Q1
Apollon Wealth Management, LLC added62,519$810K1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed54,406$705K1.4%2026-Q1
Hilltop Holdings Inc. added47,218$611K1.3%2026-Q1
Lido Advisors, LLC45,805$593K1.2%2026-Q1
Almitas Capital LLC added44,471$576K1.2%2026-Q1
Beacon Pointe Advisors, LLC trimmed34,983$453K0.9%2026-Q1
Comprehensive Money Management Services LLC33,280$431K0.9%2026-Q1
Virtus Investment Advisers, LLC trimmed31,759$411K0.8%2026-Q1
SHUFRO ROSE & CO LLC29,800$386K0.8%2026-Q1
Merit Financial Group, LLC trimmed27,952$362K0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed23,313$302K0.6%2026-Q1
Avidian Wealth Enterprises, LLC trimmed20,760$269K0.6%2026-Q1
Ethos Financial Group, LLC18,567$251K0.5%2026-Q1
Chicago Partners Investment Group LLC trimmed18,920$248K0.5%2026-Q1
ROYAL BANK OF CANADA added18,717$241K0.5%2026-Q1
Uptown Financial Advisors LLC17,320$224K0.5%2026-Q1
OSAIC HOLDINGS, INC. added16,580$215K0.4%2026-Q1
Virtu Financial LLC added15,649$203K0.4%2026-Q1
Dynamic Advisor Solutions LLC added13,948$181K0.4%2026-Q1
Capital Investment Advisors, LLC13,198$171K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,050$143K0.3%2026-Q1
STIFEL FINANCIAL CORP10,557$137K0.3%2026-Q1
Kathmere Capital Management, LLC new10,479$136K0.3%2026-Q1
NTV Asset Management LLC10,200$132K0.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed7,250$94K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed3,894$50K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added2,904$38K0.1%2026-Q1
BlackRock, Inc.2,509$32K0.1%2026-Q1
Rockefeller Capital Management L.P. added1,175$15K0.0%2026-Q1
Advisory Services Network, LLC284$4K0.0%2026-Q1
MILFAM LLC new2$260.0%2026-Q1
NATIXIS1$130.0%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed37,705$530K1.1%2025-Q3 stale
Coastal Bridge Advisors, LLC trimmed27,402$392K0.8%2025-Q2 stale
WOLVERINE ASSET MANAGEMENT LLC added25,671$347K0.7%2025-Q4 stale
Shaker Financial Services, LLC trimmed19,906$271K0.6%2025-Q4 stale
Jaffetilchin Investment Partners, LLC trimmed17,382$246K0.5%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed16,647$238K0.5%2025-Q2 stale
WEDBUSH SECURITIES INC trimmed16,111$228K0.5%2025-Q1 stale
Noble Wealth Management PBC added13,845$187K0.4%2025-Q4 stale
Logan Stone Capital, LLC trimmed12,572$170K0.3%2025-Q4 stale
Spinnaker Investment Group, LLC new11,230$158K0.3%2025-Q3 stale
JOURNEY STRATEGIC WEALTH LLC10,155$143K0.3%2025-Q1 stale
Spire Wealth Management added5,444$77K0.2%2025-Q1 stale
Kestra Advisory Services, LLC new2,500$34K0.1%2025-Q4 stale
Pinnacle Financial Partners Inc trimmed2,018$29K0.1%2025-Q2 stale
Newbridge Financial Services Group, Inc.500$7K0.0%2025-Q3 stale
SIGNATUREFD, LLC trimmed26$3710.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership