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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 563,847 | $13M | 5.8% | 2026-Q1 |
| LPL Financial LLC added | 500,074 | $12M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 466,692 | $11M | 4.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 462,632 | $11M | 4.7% | 2026-Q1 |
| Invesco Ltd. added | 394,919 | $9M | 4.0% | 2026-Q1 |
| Key Financial Inc added | 342,056 | $8M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 332,665 | $8M | 3.4% | 2026-Q1 |
| UBS Group AG added | 254,229 | $6M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 230,738 | $5M | 2.4% | 2026-Q1 |
| Hills Bank & Trust Co added | 230,415 | $5M | 2.4% | 2026-Q1 |
| Summit Financial, LLC added | 215,989 | $5M | 2.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 214,466 | $5M | 2.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 196,490 | $5M | 2.0% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 182,511 | $4M | 1.9% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 176,485 | $4M | 1.8% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 171,911 | $4M | 1.8% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 169,534 | $4M | 1.7% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 166,160 | $4M | 1.7% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 158,199 | $4M | 1.6% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 150,408 | $4M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 138,451 | $3M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 124,735 | $3M | 1.3% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 121,741 | $3M | 1.2% | 2026-Q1 |
| Focus Partners Wealth added | 112,943 | $3M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 108,916 | $3M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,032 | $2M | 1.1% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 104,384 | $2M | 1.1% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. new | 96,212 | $2M | 1.0% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 92,597 | $2M | 0.9% | 2026-Q1 |
| SIGNATUREFD, LLC added | 90,102 | $2M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 83,496 | $2M | 0.9% | 2026-Q1 |
| Paulson Wealth Management Inc. added | 78,511 | $2M | 0.8% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 70,988 | $2M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 69,464 | $2M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 69,182 | $2M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 68,975 | $2M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 68,776 | $2M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 67,859 | $2M | 0.7% | 2026-Q1 |
| Legacy Private Trust Co. added | 57,520 | $1M | 0.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 54,083 | $1M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 53,311 | $1M | 0.5% | 2026-Q1 |
| Farnam Financial LLC added | 49,440 | $1M | 0.5% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 48,348 | $1M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 47,995 | $1M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 47,203 | $1M | 0.5% | 2026-Q1 |
| PAX Financial Group, LLC added | 47,190 | $1M | 0.5% | 2026-Q1 |
| Clark Asset Management, LLC added | 47,081 | $1M | 0.5% | 2026-Q1 |
| BROWN ADVISORY INC | 46,644 | $1M | 0.5% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 46,598 | $1M | 0.5% | 2026-Q1 |
| River Street Advisors LLC added | 46,214 | $1M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 42,151 | $997K | 0.4% | 2026-Q1 |
| Willis Johnson & Associates, Inc. new | 42,151 | $997K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 40,869 | $967K | 0.4% | 2026-Q1 |
| Meridian Wealth Management, LLC | 38,953 | $921K | 0.4% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 38,700 | $915K | 0.4% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 38,136 | $902K | 0.4% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 37,991 | $900K | 0.4% | 2026-Q1 |
| LANDAAS & CO /WI /ADV added | 36,915 | $873K | 0.4% | 2026-Q1 |
| Sarver Vrooman Wealth Advisors added | 36,045 | $853K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 32,372 | $766K | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 31,920 | $755K | 0.3% | 2026-Q1 |
| OneAscent Financial Services LLC added | 31,746 | $751K | 0.3% | 2026-Q1 |
| OLD SECOND NATIONAL BANK OF AURORA added | 31,506 | $745K | 0.3% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 30,545 | $723K | 0.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 30,428 | $720K | 0.3% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 29,390 | $695K | 0.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 29,024 | $687K | 0.3% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 27,456 | $649K | 0.3% | 2026-Q1 |
| WESPAC Advisors, LLC | 25,872 | $612K | 0.3% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 24,880 | $589K | 0.3% | 2026-Q1 |
| Lido Advisors, LLC | 24,312 | $575K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 24,058 | $569K | 0.2% | 2026-Q1 |
| Heritage Trust Co added | 23,622 | $559K | 0.2% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 23,263 | $550K | 0.2% | 2026-Q1 |
| YANKCOM Partnership | 23,226 | $549K | 0.2% | 2026-Q1 |
| Addison Advisors LLC added | 23,170 | $548K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 23,066 | $546K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 22,954 | $543K | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 22,860 | $541K | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC added | 22,634 | $535K | 0.2% | 2026-Q1 |
| TLWM trimmed | 21,953 | $519K | 0.2% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 21,920 | $518K | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 21,596 | $511K | 0.2% | 2026-Q1 |
| Cambridge Financial Group, LLC new | 21,255 | $503K | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 18,138 | $429K | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 17,952 | $425K | 0.2% | 2026-Q1 |
| Horizons Wealth Management | 17,618 | $417K | 0.2% | 2026-Q1 |
| SNS Financial Group, LLC | 17,465 | $413K | 0.2% | 2026-Q1 |
| Bill Few Associates, Inc. | 17,119 | $405K | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 243,914 | $6M | 2.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 182,828 | $4M | 1.9% | 2025-Q4 stale |
| Elequin Capital, LP added | 155,296 | $4M | 1.6% | 2025-Q4 stale |
| Farmers National Bank added | 50,949 | $1M | 0.5% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 43,872 | $1M | 0.4% | 2025-Q2 stale |
| TORONTO DOMINION BANK added | 40,395 | $951K | 0.4% | 2025-Q1 stale |
| Summit Trail Advisors, LLC new | 33,451 | $792K | 0.3% | 2025-Q4 stale |
| Koss-Olinger Consulting, LLC added | 32,535 | $770K | 0.3% | 2025-Q4 stale |
| Sterling Financial Group, Inc. added | 28,399 | $672K | 0.3% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 28,157 | $661K | 0.3% | 2025-Q2 stale |
| MIDLAND WEALTH ADVISORS LLC | 20,194 | $476K | 0.2% | 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.
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.