Who owns BSMC
Which tracked institutional funds hold BSMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSMC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
6 tracked funds added or opened BSMC while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
BSMC’s largest tracked holder by dollar value, HANTZ FINANCIAL SERVICES, INC., sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSMC 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 2026-Q1 and 2026-Q2, across 20 tracked filers holding BSMC, 13 increased or opened the position and 11 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 BSMC between the 2026-Q1 and 2026-Q2 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
- Nuveen, LLC$5M
- STEPHENS INC /AR/$2M
- Steward Partners Investment Advisory, LLC$509K
Full exits 2
- HANTZ FINANCIAL SERVICES, INC.$119M
- Brooklyn Investment Group$4M
Largest adds
- ROYAL BANK OF CANADA$2M
- STIFEL FINANCIAL CORP$433K
- Nautilus Advisors LLC$260K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$564K
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$486K
- JANE STREET GROUP, LLC$430K
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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 215,980 | $8M | 5.5% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 197,433 | $8M | 5.0% | 2026-Q2 |
| Nuveen, LLC new | 121,028 | $5M | 3.1% | 2026-Q2 |
| STEPHENS INC /AR/ new | 40,045 | $2M | 1.0% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 32,854 | $1M | 0.8% | 2026-Q2 |
| Nautilus Advisors LLC added | 31,760 | $1M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,987 | $1M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 25,700 | $1M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,561 | $606K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 13,060 | $509K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 9,927 | $387K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,528 | $332K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 7,155 | $279K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 6,161 | $240K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 5,863 | $228K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 5,657 | $220K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,266 | $127K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,866 | $73K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 945 | $37K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 97 | $4K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 3,288,749 | $119M | 77.8% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group added | 101,860 | $4M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 5,721 | $207K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 427 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK trimmed | 1,710 | $59K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 103 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.