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Institutional Ownership · SEC Form 13F

Who owns BSMR (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

139
Institutional holders
9,395,611
Shares held (tracked funds)

How the tape is positioned

29 tracked funds added or opened BSMR while 11 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

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 2025-Q4 and 2026-Q1, across 139 tracked filers holding BSMR, 87 increased or opened the position and 42 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 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 5

  • Thomas J. Herzfeld Advisors, Inc.$2M
  • Willis Johnson & Associates, Inc.$997K
  • OneAscent Financial Services LLC$751K
  • HUB Investment Partners, LLC$535K
  • Cambridge Financial Group, LLC$503K

Full exits 6

  • CONFLUENCE INVESTMENT MANAGEMENT LLC$6M
  • NewEdge Advisors, LLC$4M
  • Elequin Capital, LP$4M
  • Farmers National Bank$1M
  • Summit Trail Advisors, LLC$792K
  • Koss-Olinger Consulting, LLC$770K

Largest adds

  • BANK OF AMERICA CORP /DE/$4M
  • RAYMOND JAMES FINANCIAL INC$3M
  • Thrivent Financial for Lutherans$2M
  • HighTower Advisors, LLC$2M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
  • UBS Group AG$1M

Largest trims

  • Sanctuary Advisors, LLC$686K
  • Kathmere Capital Management, LLC$516K
  • MML INVESTORS SERVICES, LLC$440K
  • Asset Dedication, LLC$403K
  • CENTRAL VALLEY ADVISORS, LLC$350K

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
MORGAN STANLEY added563,847$13M5.8%2026-Q1
LPL Financial LLC added500,074$12M5.1%2026-Q1
BANK OF AMERICA CORP /DE/ added466,692$11M4.8%2026-Q1
WELLS FARGO & COMPANY/MN added462,632$11M4.7%2026-Q1
Invesco Ltd. added394,919$9M4.0%2026-Q1
Key Financial Inc added342,056$8M3.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added332,665$8M3.4%2026-Q1
UBS Group AG added254,229$6M2.6%2026-Q1
HighTower Advisors, LLC added230,738$5M2.4%2026-Q1
Hills Bank & Trust Co added230,415$5M2.4%2026-Q1
Summit Financial, LLC added215,989$5M2.2%2026-Q1
Atlantic Union Bankshares Corp added214,466$5M2.2%2026-Q1
Integrated Wealth Concepts LLC added196,490$5M2.0%2026-Q1
Avior Wealth Management, LLC trimmed182,511$4M1.9%2026-Q1
Thrivent Financial for Lutherans added176,485$4M1.8%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added171,911$4M1.8%2026-Q1
CENTRAL VALLEY ADVISORS, LLC trimmed169,534$4M1.7%2026-Q1
Coastline Complete Wealth LLC added166,160$4M1.7%2026-Q1
Sanctuary Advisors, LLC trimmed158,199$4M1.6%2026-Q1
MONECO ADVISORS, LLC added150,408$4M1.5%2026-Q1
OSAIC HOLDINGS, INC. added138,451$3M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added124,735$3M1.3%2026-Q1
Asset Dedication, LLC trimmed121,741$3M1.2%2026-Q1
Focus Partners Wealth added112,943$3M1.2%2026-Q1
AMERIPRISE FINANCIAL INC added108,916$3M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed105,032$2M1.1%2026-Q1
Kathmere Capital Management, LLC trimmed104,384$2M1.1%2026-Q1
Thomas J. Herzfeld Advisors, Inc. new96,212$2M1.0%2026-Q1
VestGen Advisors, LLC trimmed92,597$2M0.9%2026-Q1
SIGNATUREFD, LLC added90,102$2M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added83,496$2M0.9%2026-Q1
Paulson Wealth Management Inc. added78,511$2M0.8%2026-Q1
Cornerstone Wealth Management, LLC added70,988$2M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed69,464$2M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added69,182$2M0.7%2026-Q1
Equitable Holdings, Inc. added68,975$2M0.7%2026-Q1
STIFEL FINANCIAL CORP trimmed68,776$2M0.7%2026-Q1
ROYAL BANK OF CANADA added67,859$2M0.7%2026-Q1
Legacy Private Trust Co. added57,520$1M0.6%2026-Q1
Aptus Capital Advisors, LLC added54,083$1M0.6%2026-Q1
Private Advisor Group, LLC added53,311$1M0.5%2026-Q1
Farnam Financial LLC added49,440$1M0.5%2026-Q1
Astoria Portfolio Advisors LLC. trimmed48,348$1M0.5%2026-Q1
Steward Partners Investment Advisory, LLC added47,995$1M0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS added47,203$1M0.5%2026-Q1
PAX Financial Group, LLC added47,190$1M0.5%2026-Q1
Clark Asset Management, LLC added47,081$1M0.5%2026-Q1
BROWN ADVISORY INC46,644$1M0.5%2026-Q1
Vermillion & White Wealth Management Group, LLC added46,598$1M0.5%2026-Q1
River Street Advisors LLC added46,214$1M0.5%2026-Q1
Waverly Advisors, LLC added42,151$997K0.4%2026-Q1
Willis Johnson & Associates, Inc. new42,151$997K0.4%2026-Q1
Kestra Advisory Services, LLC trimmed40,869$967K0.4%2026-Q1
Meridian Wealth Management, LLC38,953$921K0.4%2026-Q1
WEBSTER BANK, N. A. added38,700$915K0.4%2026-Q1
AlphaStar Capital Management, LLC added38,136$902K0.4%2026-Q1
Accurate Wealth Management, LLC added37,991$900K0.4%2026-Q1
LANDAAS & CO /WI /ADV added36,915$873K0.4%2026-Q1
Sarver Vrooman Wealth Advisors added36,045$853K0.4%2026-Q1
Cetera Investment Advisers added32,372$766K0.3%2026-Q1
Wealthcare Advisory Partners LLC31,920$755K0.3%2026-Q1
OneAscent Financial Services LLC added31,746$751K0.3%2026-Q1
OLD SECOND NATIONAL BANK OF AURORA added31,506$745K0.3%2026-Q1
Marietta Wealth Management, LLC added30,545$723K0.3%2026-Q1
Savant Capital, LLC trimmed30,428$720K0.3%2026-Q1
Hobbs Group Advisors, LLC added29,390$695K0.3%2026-Q1
SENTINEL PENSION ADVISORS, LLC added29,024$687K0.3%2026-Q1
First Command Advisory Services, Inc. added27,456$649K0.3%2026-Q1
WESPAC Advisors, LLC25,872$612K0.3%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added24,880$589K0.3%2026-Q1
Lido Advisors, LLC24,312$575K0.2%2026-Q1
OneDigital Investment Advisors LLC24,058$569K0.2%2026-Q1
Heritage Trust Co added23,622$559K0.2%2026-Q1
Avantax Planning Partners, Inc. added23,263$550K0.2%2026-Q1
YANKCOM Partnership23,226$549K0.2%2026-Q1
Addison Advisors LLC added23,170$548K0.2%2026-Q1
Baird Financial Group, Inc. added23,066$546K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added22,954$543K0.2%2026-Q1
Sequoia Financial Advisors, LLC trimmed22,860$541K0.2%2026-Q1
HUB Investment Partners, LLC added22,634$535K0.2%2026-Q1
TLWM trimmed21,953$519K0.2%2026-Q1
VOISARD ASSET MANAGEMENT GROUP, INC.21,920$518K0.2%2026-Q1
AA Financial Advisors, LLC trimmed21,596$511K0.2%2026-Q1
Cambridge Financial Group, LLC new21,255$503K0.2%2026-Q1
Jacobi Capital Management LLC added18,138$429K0.2%2026-Q1
KICKSTAND VENTURES, LLC. trimmed17,952$425K0.2%2026-Q1
Horizons Wealth Management17,618$417K0.2%2026-Q1
SNS Financial Group, LLC17,465$413K0.2%2026-Q1
Bill Few Associates, Inc.17,119$405K0.2%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed243,914$6M2.5%2025-Q4 stale
NewEdge Advisors, LLC added182,828$4M1.9%2025-Q4 stale
Elequin Capital, LP added155,296$4M1.6%2025-Q4 stale
Farmers National Bank added50,949$1M0.5%2025-Q4 stale
Atria Investments, Inc trimmed43,872$1M0.4%2025-Q2 stale
TORONTO DOMINION BANK added40,395$951K0.4%2025-Q1 stale
Summit Trail Advisors, LLC new33,451$792K0.3%2025-Q4 stale
Koss-Olinger Consulting, LLC added32,535$770K0.3%2025-Q4 stale
Sterling Financial Group, Inc. added28,399$672K0.3%2025-Q3 stale
Focus Financial Network, Inc. trimmed28,157$661K0.3%2025-Q2 stale
MIDLAND WEALTH ADVISORS LLC20,194$476K0.2%2025-Q1 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