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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 511,146 | $12M | 6.2% | 2026-Q1 |
| MORGAN STANLEY added | 401,500 | $9M | 4.8% | 2026-Q1 |
| Invesco Ltd. added | 397,944 | $9M | 4.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 348,362 | $8M | 4.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 301,233 | $7M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 292,733 | $7M | 3.5% | 2026-Q1 |
| UBS Group AG added | 264,396 | $6M | 3.2% | 2026-Q1 |
| Hills Bank & Trust Co added | 246,890 | $6M | 3.0% | 2026-Q1 |
| Summit Financial, LLC added | 217,799 | $5M | 2.6% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 210,878 | $5M | 2.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 197,532 | $5M | 2.4% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 173,875 | $4M | 2.1% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 168,022 | $4M | 2.0% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 166,667 | $4M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 166,615 | $4M | 2.0% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 158,601 | $4M | 1.9% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 156,027 | $4M | 1.9% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 147,209 | $3M | 1.8% | 2026-Q1 |
| Key Financial Inc trimmed | 146,720 | $3M | 1.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 129,700 | $3M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 128,496 | $3M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 115,133 | $3M | 1.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 114,095 | $3M | 1.4% | 2026-Q1 |
| Invariant Investment Management added | 112,648 | $3M | 1.4% | 2026-Q1 |
| Focus Partners Wealth added | 109,444 | $3M | 1.3% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 108,647 | $3M | 1.3% | 2026-Q1 |
| SIGNATUREFD, LLC added | 86,920 | $2M | 1.0% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 85,744 | $2M | 1.0% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 81,323 | $2M | 1.0% | 2026-Q1 |
| Clark Asset Management, LLC added | 80,083 | $2M | 1.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 77,610 | $2M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 74,207 | $2M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 72,829 | $2M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 69,580 | $2M | 0.8% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 61,441 | $1M | 0.7% | 2026-Q1 |
| Paulson Wealth Management Inc. added | 59,703 | $1M | 0.7% | 2026-Q1 |
| Legacy Private Trust Co. added | 57,119 | $1M | 0.7% | 2026-Q1 |
| Lido Advisors, LLC | 54,181 | $1M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 53,605 | $1M | 0.6% | 2026-Q1 |
| Modern Wealth Management, LLC | 48,638 | $1M | 0.6% | 2026-Q1 |
| BROWN ADVISORY INC | 46,964 | $1M | 0.6% | 2026-Q1 |
| PAX Financial Group, LLC trimmed | 46,860 | $1M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 43,956 | $1M | 0.5% | 2026-Q1 |
| Willis Johnson & Associates, Inc. new | 42,383 | $992K | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 41,195 | $964K | 0.5% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 39,769 | $930K | 0.5% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 36,609 | $860K | 0.4% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. | 36,402 | $853K | 0.4% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 34,075 | $797K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 32,878 | $769K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 30,973 | $725K | 0.4% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 30,769 | $720K | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 29,530 | $691K | 0.4% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 29,471 | $689K | 0.4% | 2026-Q1 |
| LANDAAS & CO /WI /ADV added | 28,011 | $655K | 0.3% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 27,995 | $655K | 0.3% | 2026-Q1 |
| Addison Advisors LLC added | 27,528 | $644K | 0.3% | 2026-Q1 |
| River Street Advisors LLC added | 27,315 | $639K | 0.3% | 2026-Q1 |
| Anchor Investment Management, LLC added | 27,200 | $636K | 0.3% | 2026-Q1 |
| Meridian Wealth Management, LLC | 26,834 | $628K | 0.3% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 26,236 | $614K | 0.3% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 25,050 | $586K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 24,168 | $565K | 0.3% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 24,090 | $564K | 0.3% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 23,467 | $549K | 0.3% | 2026-Q1 |
| Carnegie Investment Counsel added | 23,087 | $540K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC added | 22,856 | $535K | 0.3% | 2026-Q1 |
| TLWM trimmed | 21,897 | $512K | 0.3% | 2026-Q1 |
| DOVER ADVISORS, LLC | 21,890 | $512K | 0.3% | 2026-Q1 |
| WESPAC Advisors, LLC | 21,653 | $507K | 0.3% | 2026-Q1 |
| Horizons Wealth Management | 21,537 | $504K | 0.3% | 2026-Q1 |
| Heritage Trust Co added | 20,886 | $489K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 20,283 | $475K | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 19,583 | $458K | 0.2% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 19,382 | $453K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 18,617 | $436K | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC added | 18,533 | $434K | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 18,282 | $428K | 0.2% | 2026-Q1 |
| MEMBERS WEALTH LLC trimmed | 17,350 | $407K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. new | 17,369 | $406K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 17,167 | $402K | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC | 17,022 | $398K | 0.2% | 2026-Q1 |
| Atria Investments, Inc new | 16,979 | $397K | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 16,531 | $387K | 0.2% | 2026-Q1 |
| Wingate Wealth Advisors, Inc. added | 15,508 | $363K | 0.2% | 2026-Q1 |
| YANKCOM Partnership added | 15,266 | $357K | 0.2% | 2026-Q1 |
| OLD SECOND NATIONAL BANK OF AURORA new | 15,117 | $354K | 0.2% | 2026-Q1 |
| Cooksen Wealth, LLC | 15,048 | $352K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 14,881 | $348K | 0.2% | 2026-Q1 |
| Cambridge Financial Group, LLC trimmed | 14,794 | $346K | 0.2% | 2026-Q1 |
| FF Advisors,LLC trimmed | 14,285 | $335K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 182,333 | $4M | 2.2% | 2025-Q4 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 126,710 | $3M | 1.5% | 2025-Q3 stale |
| TORONTO DOMINION BANK added | 72,954 | $2M | 0.9% | 2025-Q1 stale |
| Farmers National Bank added | 53,848 | $1M | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 35,143 | $823K | 0.4% | 2025-Q3 stale |
| Sterling Financial Group, Inc. added | 32,343 | $757K | 0.4% | 2025-Q3 stale |
| Koss-Olinger Consulting, LLC | 27,984 | $658K | 0.3% | 2025-Q4 stale |
| Duncan Williams Asset Management, LLC new | 15,376 | $357K | 0.2% | 2025-Q2 stale |
| StoneX Group Inc. trimmed | 14,462 | $340K | 0.2% | 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.
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.