Who owns BSMR
Which tracked institutional funds hold BSMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSMR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
27 tracked funds added or opened BSMR while 15 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
BSMR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BSMR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSMR 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 136 tracked filers holding BSMR, 74 increased or opened the position and 51 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 BSMR 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 6
- NewEdge Advisors, LLC$5M
- MISSION WEALTH MANAGEMENT, LP$1M
- OLD MISSION CAPITAL LLC$1M
- Garrett Wealth Advisory Group, LLC$1M
- JANE STREET GROUP, LLC$1M
- Wedmont Private Capital$720K
Full exits 6
- HighTower Advisors, LLC$5M
- Integrated Wealth Concepts LLC$5M
- Thrivent Financial for Lutherans$4M
- Coastline Complete Wealth LLC$4M
- Focus Partners Wealth$3M
- Thomas J. Herzfeld Advisors, Inc.$2M
Largest adds
- Atlantic Union Bankshares Corp$3M
- RAYMOND JAMES FINANCIAL INC$1M
- Legacy Private Trust Co.$998K
- Kestra Advisory Services, LLC$753K
- MML INVESTORS SERVICES, LLC$616K
- Key Financial Inc$599K
Largest trims
- Sanctuary Advisors, LLC$3M
- Summit Financial, LLC$1M
- Hills Bank & Trust Co$1M
- UBS Group AG$764K
- WELLS FARGO & COMPANY/MN$658K
- First Command Advisory Services, Inc.$487K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 583,667 | $14M | 6.4% | 2026-Q2 |
| LPL Financial LLC added | 511,446 | $12M | 5.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 480,377 | $11M | 5.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 435,082 | $10M | 4.7% | 2026-Q2 |
| Invesco Ltd. added | 416,301 | $10M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 392,401 | $9M | 4.3% | 2026-Q2 |
| Key Financial Inc added | 367,608 | $9M | 4.0% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 343,679 | $8M | 3.7% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 320,485 | $8M | 3.5% | 2026-Q2 |
| UBS Group AG trimmed | 222,064 | $5M | 2.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 217,832 | $5M | 2.4% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 190,052 | $4M | 2.1% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC added | 184,560 | $4M | 2.0% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 178,708 | $4M | 1.9% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 171,608 | $4M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 163,122 | $4M | 1.8% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 159,326 | $4M | 1.7% | 2026-Q2 |
| Summit Financial, LLC trimmed | 157,385 | $4M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 131,780 | $3M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 127,095 | $3M | 1.4% | 2026-Q2 |
| Asset Dedication, LLC added | 124,958 | $3M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 110,974 | $3M | 1.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 105,642 | $2M | 1.1% | 2026-Q2 |
| Legacy Private Trust Co. added | 99,784 | $2M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 95,568 | $2M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 94,170 | $2M | 1.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 90,102 | $2M | 1.0% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 87,804 | $2M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 78,505 | $2M | 0.9% | 2026-Q2 |
| Paulson Wealth Management Inc. trimmed | 77,726 | $2M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 76,697 | $2M | 0.8% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 75,529 | $2M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 72,726 | $2M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 64,701 | $2M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 63,003 | $1M | 0.7% | 2026-Q2 |
| Farnam Financial LLC added | 62,710 | $1M | 0.7% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 62,477 | $1M | 0.7% | 2026-Q2 |
| Clark Asset Management, LLC added | 61,999 | $1M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 57,709 | $1M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 57,158 | $1M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 54,416 | $1M | 0.6% | 2026-Q2 |
| Farmers National Bank added | 51,290 | $1M | 0.6% | 2026-Q2 |
| OLD SECOND NATIONAL BANK OF AURORA added | 50,354 | $1M | 0.5% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC new | 49,731 | $1M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 47,946 | $1M | 0.5% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. trimmed | 47,872 | $1M | 0.5% | 2026-Q2 |
| PAX Financial Group, LLC added | 47,651 | $1M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC | 46,644 | $1M | 0.5% | 2026-Q2 |
| River Street Advisors LLC added | 46,314 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,035 | $1M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 46,004 | $1M | 0.5% | 2026-Q2 |
| Waverly Advisors, LLC added | 45,686 | $1M | 0.5% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 42,563 | $1M | 0.5% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 42,318 | $1M | 0.5% | 2026-Q2 |
| Jacobi Capital Management LLC added | 41,788 | $988K | 0.5% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 41,166 | $973K | 0.4% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC trimmed | 39,409 | $932K | 0.4% | 2026-Q2 |
| Meridian Wealth Management, LLC | 38,953 | $921K | 0.4% | 2026-Q2 |
| WEBSTER BANK, N. A. | 38,700 | $915K | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 38,550 | $911K | 0.4% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 37,782 | $893K | 0.4% | 2026-Q2 |
| Sarver Vrooman Wealth Advisors added | 36,117 | $854K | 0.4% | 2026-Q2 |
| OneAscent Financial Services LLC added | 32,492 | $768K | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 31,920 | $755K | 0.3% | 2026-Q2 |
| Marietta Wealth Management, LLC | 30,545 | $722K | 0.3% | 2026-Q2 |
| Wedmont Private Capital new | 30,480 | $720K | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC added | 30,256 | $715K | 0.3% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 29,041 | $686K | 0.3% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 28,425 | $672K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 26,435 | $625K | 0.3% | 2026-Q2 |
| WESPAC Advisors, LLC | 25,872 | $612K | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 25,758 | $609K | 0.3% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 25,730 | $608K | 0.3% | 2026-Q2 |
| Heritage Trust Co added | 25,530 | $604K | 0.3% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 24,452 | $578K | 0.3% | 2026-Q2 |
| Lido Advisors, LLC | 24,312 | $575K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 24,058 | $569K | 0.3% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 23,422 | $554K | 0.3% | 2026-Q2 |
| YANKCOM Partnership | 23,226 | $549K | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 22,860 | $540K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 22,139 | $523K | 0.2% | 2026-Q2 |
| TLWM | 21,953 | $519K | 0.2% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 21,920 | $518K | 0.2% | 2026-Q2 |
| AA Financial Advisors, LLC added | 21,608 | $511K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 21,180 | $501K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 20,899 | $494K | 0.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 20,875 | $493K | 0.2% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 17,720 | $419K | 0.2% | 2026-Q2 |
| Bill Few Associates, Inc. | 17,119 | $405K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC | 16,873 | $399K | 0.2% | 2026-Q2 |
| Cambridge Financial Group, LLC trimmed | 16,818 | $398K | 0.2% | 2026-Q2 |
| Carnegie Investment Counsel | 16,393 | $388K | 0.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 16,377 | $387K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 15,512 | $367K | 0.2% | 2026-Q2 |
| Wingate Wealth Advisors, Inc. added | 15,426 | $365K | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 14,904 | $352K | 0.2% | 2026-Q2 |
| Cooksen Wealth, LLC | 14,862 | $351K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 14,004 | $331K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 13,847 | $327K | 0.2% | 2026-Q2 |
| World Investment Advisors | 12,786 | $302K | 0.1% | 2026-Q2 |
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.