Who owns BSMU (BSMU)
Which tracked institutional funds hold BSMU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSMU 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
17 tracked funds added or opened BSMU 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
BSMU’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 BSMU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSMU 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 93 tracked filers holding BSMU, 56 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 BSMU 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 2
- Willis Johnson & Associates, Inc.$982K
- FOURPATH CAPITAL MANAGEMENT, LLC$873K
Full exits 5
- NewEdge Advisors, LLC$3M
- Elequin Capital, LP$1M
- Focus Partners Wealth$1M
- Farmers National Bank$1M
- Koss-Olinger Consulting, LLC$665K
Largest adds
- UBS Group AG$1M
- Invesco Ltd.$918K
- BANK OF AMERICA CORP /DE/$889K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$607K
- Hills Bank & Trust Co$531K
- Clark Asset Management, LLC$528K
Largest trims
- JANE STREET GROUP, LLC$2M
- LPL Financial LLC$652K
- MML INVESTORS SERVICES, LLC$412K
- Asset Dedication, LLC$312K
- Key Financial Inc$304K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 518,802 | $11M | 6.7% | 2026-Q1 |
| Hills Bank & Trust Co added | 460,879 | $10M | 5.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 434,624 | $9M | 5.6% | 2026-Q1 |
| MORGAN STANLEY added | 340,961 | $7M | 4.4% | 2026-Q1 |
| Invesco Ltd. added | 332,099 | $7M | 4.3% | 2026-Q1 |
| UBS Group AG added | 295,973 | $6M | 3.8% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 295,609 | $6M | 3.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 267,567 | $6M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 229,396 | $5M | 3.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 209,156 | $5M | 2.7% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 202,583 | $4M | 2.6% | 2026-Q1 |
| Lido Advisors, LLC | 201,800 | $4M | 2.6% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 186,295 | $4M | 2.4% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 180,723 | $4M | 2.3% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 162,700 | $4M | 2.1% | 2026-Q1 |
| Legacy Private Trust Co. added | 146,913 | $3M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 129,192 | $3M | 1.7% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 123,052 | $3M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 118,820 | $3M | 1.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 113,188 | $2M | 1.5% | 2026-Q1 |
| Key Financial Inc trimmed | 113,875 | $2M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 105,907 | $2M | 1.4% | 2026-Q1 |
| Insight Wealth Partners, LLC | 103,724 | $2M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 95,559 | $2M | 1.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 92,882 | $2M | 1.2% | 2026-Q1 |
| Clark Asset Management, LLC added | 89,281 | $2M | 1.2% | 2026-Q1 |
| Envision Financial Planning, LLC added | 80,344 | $2M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 71,037 | $2M | 0.9% | 2026-Q1 |
| Coastline Complete Wealth LLC added | 69,174 | $2M | 0.9% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 66,798 | $1M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 66,647 | $1M | 0.9% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 64,286 | $1M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 56,879 | $1M | 0.7% | 2026-Q1 |
| SIGNATUREFD, LLC | 50,295 | $1M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 48,315 | $1M | 0.6% | 2026-Q1 |
| Willis Johnson & Associates, Inc. new | 45,023 | $982K | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 43,232 | $943K | 0.6% | 2026-Q1 |
| FOURPATH CAPITAL MANAGEMENT, LLC new | 40,000 | $873K | 0.5% | 2026-Q1 |
| Sarver Vrooman Wealth Advisors added | 38,935 | $849K | 0.5% | 2026-Q1 |
| AlphaStar Capital Management, LLC | 35,917 | $783K | 0.5% | 2026-Q1 |
| Paulson Wealth Management Inc. added | 34,271 | $748K | 0.4% | 2026-Q1 |
| Marietta Wealth Management, LLC | 32,644 | $712K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 32,580 | $711K | 0.4% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 30,785 | $672K | 0.4% | 2026-Q1 |
| Addison Advisors LLC added | 30,061 | $656K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 28,664 | $625K | 0.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 28,245 | $616K | 0.4% | 2026-Q1 |
| Meridian Wealth Management, LLC | 27,412 | $598K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 25,820 | $563K | 0.3% | 2026-Q1 |
| Horizons Wealth Management | 25,494 | $556K | 0.3% | 2026-Q1 |
| TLWM trimmed | 23,845 | $520K | 0.3% | 2026-Q1 |
| NESTEGG ADVISORS, INC. trimmed | 23,375 | $510K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 23,149 | $505K | 0.3% | 2026-Q1 |
| Heritage Trust Co new | 21,525 | $470K | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC added | 19,429 | $424K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 17,420 | $380K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 17,327 | $378K | 0.2% | 2026-Q1 |
| Cambridge Financial Group, LLC trimmed | 17,046 | $372K | 0.2% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 16,635 | $363K | 0.2% | 2026-Q1 |
| Wingate Wealth Advisors, Inc. added | 16,597 | $362K | 0.2% | 2026-Q1 |
| Accurate Wealth Management, LLC new | 14,923 | $328K | 0.2% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 14,232 | $310K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC | 13,705 | $299K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC new | 13,677 | $298K | 0.2% | 2026-Q1 |
| CVFG LLC new | 13,342 | $291K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 11,532 | $252K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,001 | $240K | 0.1% | 2026-Q1 |
| World Investment Advisors new | 10,943 | $239K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 10,943 | $239K | 0.1% | 2026-Q1 |
| Avior Wealth Management, LLC added | 10,636 | $232K | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC added | 10,444 | $228K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc | 10,416 | $227K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9,951 | $217K | 0.1% | 2026-Q1 |
| Opulen Financial Group LLC added | 9,868 | $215K | 0.1% | 2026-Q1 |
| COOKSON PEIRCE & CO INC trimmed | 9,387 | $205K | 0.1% | 2026-Q1 |
| Gradient Capital Advisors, LLC | 9,381 | $205K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 116,637 | $3M | 1.5% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 66,334 | $1M | 0.9% | 2025-Q3 stale |
| Elequin Capital, LP added | 65,980 | $1M | 0.9% | 2025-Q4 stale |
| Focus Partners Wealth added | 65,016 | $1M | 0.8% | 2025-Q4 stale |
| MB, LEVIS & ASSOCIATES, LLC added | 65,522 | $1M | 0.8% | 2025-Q2 stale |
| Farmers National Bank added | 60,708 | $1M | 0.8% | 2025-Q4 stale |
| Sterling Financial Group, Inc. added | 35,225 | $772K | 0.5% | 2025-Q3 stale |
| Koss-Olinger Consulting, LLC | 30,178 | $665K | 0.4% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 24,904 | $546K | 0.3% | 2025-Q3 stale |
| Astoria Portfolio Advisors LLC. added | 23,761 | $522K | 0.3% | 2025-Q3 stale |
| Summit Trail Advisors, LLC new | 22,191 | $489K | 0.3% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 19,593 | $432K | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 16,262 | $358K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 14,189 | $314K | 0.2% | 2025-Q4 stale |
| Pineridge Advisors LLC trimmed | 14,252 | $312K | 0.2% | 2025-Q3 stale |
| IFG Advisory, LLC new | 12,047 | $265K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,695 | $251K | 0.1% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 11,142 | $240K | 0.1% | 2025-Q1 stale |
| PAX Financial Group, LLC new | 10,959 | $236K | 0.1% | 2025-Q1 stale |
| D.A. DAVIDSON & CO. | 10,350 | $223K | 0.1% | 2025-Q1 stale |
| LINCOLN CAPITAL CORP trimmed | 10,117 | $223K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 9,980 | $220K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 9,733 | $214K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 9,529 | $205K | 0.1% | 2025-Q2 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.