Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
21 tracked funds added or opened BSMU while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 101 tracked filers holding BSMU, 56 increased or opened the position and 35 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 2026-Q1 and 2026-Q2 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 8
- Kathmere Capital Management, LLC$6M
- NewEdge Advisors, LLC$5M
- MISSION WEALTH MANAGEMENT, LP$1M
- Wedmont Private Capital$708K
- IMA Advisory Services, Inc.$682K
- SAX WEALTH ADVISORS, LLC$654K
Full exits 4
- HighTower Advisors, LLC$5M
- Coastline Complete Wealth LLC$2M
- Integrated Wealth Concepts LLC$1M
- Horizons Wealth Management$556K
Largest adds
- Atlantic Union Bankshares Corp$1M
- Legacy Private Trust Co.$789K
- LPL Financial LLC$716K
- JONES FINANCIAL COMPANIES LLLP$608K
- Jacobi Capital Management LLC$561K
- Stratos Wealth Advisors, LLC$550K
Largest trims
- Hills Bank & Trust Co$1M
- UBS Group AG$1M
- Key Financial Inc$706K
- Addison Advisors LLC$436K
- AE Wealth Management LLC$433K
- Invesco Ltd.$336K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 513,455 | $11M | 6.7% | 2026-Q2 |
| LPL Financial LLC added | 465,215 | $10M | 6.1% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 405,165 | $9M | 5.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 327,565 | $7M | 4.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 319,294 | $7M | 4.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 315,158 | $7M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 287,765 | $6M | 3.8% | 2026-Q2 |
| Kathmere Capital Management, LLC new | 275,686 | $6M | 3.6% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 251,404 | $6M | 3.3% | 2026-Q2 |
| UBS Group AG trimmed | 248,848 | $5M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 240,737 | $5M | 3.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 217,003 | $5M | 2.8% | 2026-Q2 |
| Lido Advisors, LLC | 201,800 | $4M | 2.6% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 199,682 | $4M | 2.6% | 2026-Q2 |
| Legacy Private Trust Co. added | 182,183 | $4M | 2.4% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 173,734 | $4M | 2.3% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 166,980 | $4M | 2.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 145,748 | $3M | 1.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 136,072 | $3M | 1.8% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 116,372 | $3M | 1.5% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 114,674 | $3M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 112,964 | $2M | 1.5% | 2026-Q2 |
| Clark Asset Management, LLC added | 112,774 | $2M | 1.5% | 2026-Q2 |
| Insight Wealth Partners, LLC | 103,724 | $2M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 103,076 | $2M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 90,042 | $2M | 1.2% | 2026-Q2 |
| Envision Financial Planning, LLC added | 82,807 | $2M | 1.1% | 2026-Q2 |
| Key Financial Inc trimmed | 81,108 | $2M | 1.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 76,274 | $2M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 73,780 | $2M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 72,695 | $2M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 70,222 | $2M | 0.9% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 64,841 | $1M | 0.8% | 2026-Q2 |
| Farmers National Bank added | 61,618 | $1M | 0.8% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 50,984 | $1M | 0.7% | 2026-Q2 |
| SIGNATUREFD, LLC | 50,295 | $1M | 0.7% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 45,347 | $994K | 0.6% | 2026-Q2 |
| Jacobi Capital Management LLC added | 44,929 | $985K | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 43,813 | $960K | 0.6% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 40,000 | $877K | 0.5% | 2026-Q2 |
| Sarver Vrooman Wealth Advisors added | 39,012 | $854K | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 36,918 | $809K | 0.5% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 35,513 | $778K | 0.5% | 2026-Q2 |
| Paulson Wealth Management Inc. added | 34,285 | $751K | 0.4% | 2026-Q2 |
| Marietta Wealth Management, LLC | 32,644 | $716K | 0.4% | 2026-Q2 |
| Wedmont Private Capital new | 32,350 | $708K | 0.4% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 31,126 | $682K | 0.4% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 29,962 | $654K | 0.4% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC trimmed | 28,390 | $622K | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 28,245 | $619K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 28,172 | $617K | 0.4% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC new | 27,988 | $613K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 27,640 | $606K | 0.4% | 2026-Q2 |
| Meridian Wealth Management, LLC | 27,412 | $601K | 0.4% | 2026-Q2 |
| TLWM | 23,845 | $523K | 0.3% | 2026-Q2 |
| Heritage Trust Co added | 23,357 | $512K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 23,200 | $509K | 0.3% | 2026-Q2 |
| Elequin Capital, LP trimmed | 22,943 | $503K | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 18,947 | $415K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 18,658 | $409K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 16,774 | $368K | 0.2% | 2026-Q2 |
| Wingate Wealth Advisors, Inc. added | 16,716 | $366K | 0.2% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 16,034 | $351K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. new | 15,176 | $333K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 15,004 | $329K | 0.2% | 2026-Q2 |
| Accurate Wealth Management, LLC | 14,923 | $327K | 0.2% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC | 14,232 | $312K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 14,162 | $310K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 13,550 | $297K | 0.2% | 2026-Q2 |
| CVFG LLC added | 13,366 | $293K | 0.2% | 2026-Q2 |
| NESTEGG ADVISORS, INC. trimmed | 11,874 | $260K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 11,532 | $253K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 11,520 | $253K | 0.2% | 2026-Q2 |
| WESPAC Advisors, LLC new | 11,420 | $250K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 10,943 | $240K | 0.1% | 2026-Q2 |
| World Investment Advisors | 10,943 | $239K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc | 10,416 | $228K | 0.1% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 10,139 | $222K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 10,047 | $220K | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 10,021 | $220K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9,951 | $218K | 0.1% | 2026-Q2 |
| Opulen Financial Group LLC added | 9,926 | $218K | 0.1% | 2026-Q2 |
| Gradient Capital Advisors, LLC | 9,381 | $206K | 0.1% | 2026-Q2 |
| VIRTUE ASSET MANAGEMENT LLC new | 9,278 | $203K | 0.1% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC | 9,194 | $202K | 0.1% | 2026-Q2 |
| Crews Bank & Trust | 9,110 | $200K | 0.1% | 2026-Q2 |
| YANKCOM Partnership | 7,900 | $173K | 0.1% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC | 7,550 | $165K | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. new | 7,000 | $153K | 0.1% | 2026-Q2 |
| NorthAvenue LLC | 6,785 | $149K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,211 | $136K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 5,420 | $119K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 5,218 | $114K | 0.1% | 2026-Q2 |
| Colonial Trust Advisors new | 3,800 | $83K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 2,311 | $51K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 1,940 | $43K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 1,660 | $36K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 1,557 | $34K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 1,400 | $31K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,072 | $23K | 0.0% | 2026-Q2 |
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.