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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 558,299 | $7M | 14.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 528,184 | $7M | 14.0% | 2026-Q1 |
| MORGAN STANLEY added | 340,607 | $4M | 9.0% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 260,730 | $3M | 6.9% | 2026-Q1 |
| UBS Group AG trimmed | 164,024 | $2M | 4.3% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 139,476 | $2M | 3.7% | 2026-Q1 |
| Clear Point Advisors Inc. new | 85,465 | $2M | 3.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 120,191 | $2M | 3.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 102,582 | $1M | 2.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 100,185 | $1M | 2.7% | 2026-Q1 |
| TrueMark Investments, LLC added | 77,909 | $1M | 2.1% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 77,909 | $1M | 2.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 76,765 | $994K | 2.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 75,239 | $974K | 2.0% | 2026-Q1 |
| Tranquility Partners, LLC trimmed | 73,417 | $951K | 1.9% | 2026-Q1 |
| CSS LLC/IL added | 64,977 | $841K | 1.7% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 62,519 | $810K | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 54,406 | $705K | 1.4% | 2026-Q1 |
| Hilltop Holdings Inc. added | 47,218 | $611K | 1.3% | 2026-Q1 |
| Lido Advisors, LLC | 45,805 | $593K | 1.2% | 2026-Q1 |
| Almitas Capital LLC added | 44,471 | $576K | 1.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 34,983 | $453K | 0.9% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 33,280 | $431K | 0.9% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 31,759 | $411K | 0.8% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 29,800 | $386K | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 27,952 | $362K | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 23,313 | $302K | 0.6% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 20,760 | $269K | 0.6% | 2026-Q1 |
| Ethos Financial Group, LLC | 18,567 | $251K | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 18,920 | $248K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 18,717 | $241K | 0.5% | 2026-Q1 |
| Uptown Financial Advisors LLC | 17,320 | $224K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 16,580 | $215K | 0.4% | 2026-Q1 |
| Virtu Financial LLC added | 15,649 | $203K | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 13,948 | $181K | 0.4% | 2026-Q1 |
| Capital Investment Advisors, LLC | 13,198 | $171K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,050 | $143K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 10,557 | $137K | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC new | 10,479 | $136K | 0.3% | 2026-Q1 |
| NTV Asset Management LLC | 10,200 | $132K | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 7,250 | $94K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,894 | $50K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,904 | $38K | 0.1% | 2026-Q1 |
| BlackRock, Inc. | 2,509 | $32K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,175 | $15K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 284 | $4K | 0.0% | 2026-Q1 |
| MILFAM LLC new | 2 | $26 | 0.0% | 2026-Q1 |
| NATIXIS | 1 | $13 | 0.0% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 37,705 | $530K | 1.1% | 2025-Q3 stale |
| Coastal Bridge Advisors, LLC trimmed | 27,402 | $392K | 0.8% | 2025-Q2 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 25,671 | $347K | 0.7% | 2025-Q4 stale |
| Shaker Financial Services, LLC trimmed | 19,906 | $271K | 0.6% | 2025-Q4 stale |
| Jaffetilchin Investment Partners, LLC trimmed | 17,382 | $246K | 0.5% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 16,647 | $238K | 0.5% | 2025-Q2 stale |
| WEDBUSH SECURITIES INC trimmed | 16,111 | $228K | 0.5% | 2025-Q1 stale |
| Noble Wealth Management PBC added | 13,845 | $187K | 0.4% | 2025-Q4 stale |
| Logan Stone Capital, LLC trimmed | 12,572 | $170K | 0.3% | 2025-Q4 stale |
| Spinnaker Investment Group, LLC new | 11,230 | $158K | 0.3% | 2025-Q3 stale |
| JOURNEY STRATEGIC WEALTH LLC | 10,155 | $143K | 0.3% | 2025-Q1 stale |
| Spire Wealth Management added | 5,444 | $77K | 0.2% | 2025-Q1 stale |
| Kestra Advisory Services, LLC new | 2,500 | $34K | 0.1% | 2025-Q4 stale |
| Pinnacle Financial Partners Inc trimmed | 2,018 | $29K | 0.1% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. | 500 | $7K | 0.0% | 2025-Q3 stale |
| SIGNATUREFD, LLC trimmed | 26 | $371 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.