Who owns BSMC (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-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
6 tracked funds added or opened BSMC 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
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 2025-Q4 and 2026-Q1, across 15 tracked filers holding BSMC, 11 increased or opened the position and 6 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 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Nautilus Advisors LLC$991K
Largest adds
- ROYAL BANK OF CANADA$2M
- Brooklyn Investment Group$790K
- JANE STREET GROUP, LLC$544K
- RAYMOND JAMES FINANCIAL INC$312K
Largest trims
- HANTZ FINANCIAL SERVICES, INC.$488K
- Bleakley Financial Group, LLC$413K
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$313K
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 |
|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. trimmed | 3,288,749 | $119M | 82.9% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 208,094 | $8M | 5.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 172,386 | $6M | 4.3% | 2026-Q1 |
| Brooklyn Investment Group added | 101,860 | $4M | 2.6% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 48,818 | $2M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 45,743 | $2M | 1.2% | 2026-Q1 |
| Nautilus Advisors LLC new | 27,396 | $991K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,063 | $762K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 16,888 | $611K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 15,705 | $568K | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 5,721 | $207K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,219 | $116K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,975 | $71K | 0.0% | 2026-Q1 |
| UBS Group AG added | 985 | $36K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 427 | $15K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,946 | $206K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 1,710 | $59K | 0.0% | 2025-Q4 stale |
| MORGAN STANLEY | 361 | $11K | 0.0% | 2025-Q1 stale |
| CWM, LLC new | 103 | $3K | 0.0% | 2025-Q3 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.