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Institutional Ownership · SEC Form 13F

Who owns BSMS


Which tracked institutional funds hold BSMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSMS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

127
Institutional holders
8M
Shares held (tracked funds)

How the tape is positioned

23 tracked funds added or opened BSMS while 10 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

BSMS’s largest tracked holder by dollar value, LPL Financial LLC, 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 BSMS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BSMS 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 127 tracked filers holding BSMS, 78 increased or opened the position and 34 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 BSMS 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 4

  • JANE STREET GROUP, LLC$2M
  • Willis Johnson & Associates, Inc.$992K
  • Carnegie Investment Counsel$540K
  • HUB Investment Partners, LLC$535K

Full exits 3

  • NewEdge Advisors, LLC$4M
  • Farmers National Bank$1M
  • Koss-Olinger Consulting, LLC$658K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$3M
  • Coastline Complete Wealth LLC$2M
  • Thrivent Financial for Lutherans$2M
  • UBS Group AG$856K
  • BANK OF AMERICA CORP /DE/$803K
  • MORGAN STANLEY$728K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
  • Key Financial Inc$1M
  • Sanctuary Advisors, LLC$616K
  • Kathmere Capital Management, LLC$499K
  • MML INVESTORS SERVICES, LLC$466K
  • CENTRAL VALLEY ADVISORS, LLC$334K

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
LPL Financial LLC added511,146$12M6.2%2026-Q1
MORGAN STANLEY added401,500$9M4.8%2026-Q1
Invesco Ltd. added397,944$9M4.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added348,362$8M4.2%2026-Q1
TRUIST FINANCIAL CORP added301,233$7M3.6%2026-Q1
BANK OF AMERICA CORP /DE/ added292,733$7M3.5%2026-Q1
UBS Group AG added264,396$6M3.2%2026-Q1
Hills Bank & Trust Co added246,890$6M3.0%2026-Q1
Summit Financial, LLC added217,799$5M2.6%2026-Q1
Kathmere Capital Management, LLC trimmed210,878$5M2.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed197,532$5M2.4%2026-Q1
CENTRAL VALLEY ADVISORS, LLC trimmed173,875$4M2.1%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added168,022$4M2.0%2026-Q1
Coastline Complete Wealth LLC added166,667$4M2.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed166,615$4M2.0%2026-Q1
MONECO ADVISORS, LLC added158,601$4M1.9%2026-Q1
Integrated Wealth Concepts LLC added156,027$4M1.9%2026-Q1
Atlantic Union Bankshares Corp added147,209$3M1.8%2026-Q1
Key Financial Inc trimmed146,720$3M1.8%2026-Q1
HighTower Advisors, LLC added129,700$3M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added128,496$3M1.5%2026-Q1
OSAIC HOLDINGS, INC. added115,133$3M1.4%2026-Q1
Thrivent Financial for Lutherans added114,095$3M1.4%2026-Q1
Invariant Investment Management added112,648$3M1.4%2026-Q1
Focus Partners Wealth added109,444$3M1.3%2026-Q1
Asset Dedication, LLC trimmed108,647$3M1.3%2026-Q1
SIGNATUREFD, LLC added86,920$2M1.0%2026-Q1
VestGen Advisors, LLC trimmed85,744$2M1.0%2026-Q1
Sanctuary Advisors, LLC trimmed81,323$2M1.0%2026-Q1
Clark Asset Management, LLC added80,083$2M1.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added77,610$2M0.9%2026-Q1
JANE STREET GROUP, LLC added74,207$2M0.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed72,829$2M0.9%2026-Q1
STIFEL FINANCIAL CORP added69,580$2M0.8%2026-Q1
Cornerstone Wealth Management, LLC added61,441$1M0.7%2026-Q1
Paulson Wealth Management Inc. added59,703$1M0.7%2026-Q1
Legacy Private Trust Co. added57,119$1M0.7%2026-Q1
Lido Advisors, LLC54,181$1M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed53,605$1M0.6%2026-Q1
Modern Wealth Management, LLC48,638$1M0.6%2026-Q1
BROWN ADVISORY INC46,964$1M0.6%2026-Q1
PAX Financial Group, LLC trimmed46,860$1M0.6%2026-Q1
Steward Partners Investment Advisory, LLC added43,956$1M0.5%2026-Q1
Willis Johnson & Associates, Inc. new42,383$992K0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS added41,195$964K0.5%2026-Q1
AlphaStar Capital Management, LLC added39,769$930K0.5%2026-Q1
Accurate Wealth Management, LLC added36,609$860K0.4%2026-Q1
Astoria Portfolio Advisors LLC.36,402$853K0.4%2026-Q1
WEBSTER BANK, N. A. added34,075$797K0.4%2026-Q1
Cetera Investment Advisers added32,878$769K0.4%2026-Q1
Private Advisor Group, LLC added30,973$725K0.4%2026-Q1
Marietta Wealth Management, LLC added30,769$720K0.4%2026-Q1
Wealthcare Advisory Partners LLC29,530$691K0.4%2026-Q1
Vermillion & White Wealth Management Group, LLC added29,471$689K0.4%2026-Q1
LANDAAS & CO /WI /ADV added28,011$655K0.3%2026-Q1
SENTINEL PENSION ADVISORS, LLC added27,995$655K0.3%2026-Q1
Addison Advisors LLC added27,528$644K0.3%2026-Q1
River Street Advisors LLC added27,315$639K0.3%2026-Q1
Anchor Investment Management, LLC added27,200$636K0.3%2026-Q1
Meridian Wealth Management, LLC26,834$628K0.3%2026-Q1
Hobbs Group Advisors, LLC added26,236$614K0.3%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added25,050$586K0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added24,168$565K0.3%2026-Q1
Sequoia Financial Advisors, LLC trimmed24,090$564K0.3%2026-Q1
Avantax Planning Partners, Inc. added23,467$549K0.3%2026-Q1
Carnegie Investment Counsel added23,087$540K0.3%2026-Q1
HUB Investment Partners, LLC added22,856$535K0.3%2026-Q1
TLWM trimmed21,897$512K0.3%2026-Q1
DOVER ADVISORS, LLC21,890$512K0.3%2026-Q1
WESPAC Advisors, LLC21,653$507K0.3%2026-Q1
Horizons Wealth Management21,537$504K0.3%2026-Q1
Heritage Trust Co added20,886$489K0.3%2026-Q1
OneDigital Investment Advisors LLC20,283$475K0.2%2026-Q1
Aptus Capital Advisors, LLC added19,583$458K0.2%2026-Q1
First Command Advisory Services, Inc. added19,382$453K0.2%2026-Q1
ROYAL BANK OF CANADA trimmed18,617$436K0.2%2026-Q1
AA Financial Advisors, LLC added18,533$434K0.2%2026-Q1
Jacobi Capital Management LLC added18,282$428K0.2%2026-Q1
MEMBERS WEALTH LLC trimmed17,350$407K0.2%2026-Q1
Baird Financial Group, Inc. new17,369$406K0.2%2026-Q1
AMERIPRISE FINANCIAL INC added17,167$402K0.2%2026-Q1
Clearstead Advisors, LLC17,022$398K0.2%2026-Q1
Atria Investments, Inc new16,979$397K0.2%2026-Q1
KICKSTAND VENTURES, LLC. trimmed16,531$387K0.2%2026-Q1
Wingate Wealth Advisors, Inc. added15,508$363K0.2%2026-Q1
YANKCOM Partnership added15,266$357K0.2%2026-Q1
OLD SECOND NATIONAL BANK OF AURORA new15,117$354K0.2%2026-Q1
Cooksen Wealth, LLC15,048$352K0.2%2026-Q1
Ausdal Financial Partners, Inc. added14,881$348K0.2%2026-Q1
Cambridge Financial Group, LLC trimmed14,794$346K0.2%2026-Q1
FF Advisors,LLC trimmed14,285$335K0.2%2026-Q1
NewEdge Advisors, LLC added182,333$4M2.2%2025-Q4 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC added126,710$3M1.5%2025-Q3 stale
TORONTO DOMINION BANK added72,954$2M0.9%2025-Q1 stale
Farmers National Bank added53,848$1M0.7%2025-Q4 stale
GOLDMAN SACHS GROUP INC added35,143$823K0.4%2025-Q3 stale
Sterling Financial Group, Inc. added32,343$757K0.4%2025-Q3 stale
Koss-Olinger Consulting, LLC27,984$658K0.3%2025-Q4 stale
Duncan Williams Asset Management, LLC new15,376$357K0.2%2025-Q2 stale
StoneX Group Inc. trimmed14,462$340K0.2%2025-Q4 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