Who owns BSMY
Which tracked institutional funds hold BSMY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSMY 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
8 tracked funds added or opened BSMY while 8 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
BSMY’s largest tracked holder by dollar value, CONFLUENCE INVESTMENT MANAGEMENT LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSMY 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 45 tracked filers holding BSMY, 29 increased or opened the position and 18 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 BSMY 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.
Full exits 3
- Elequin Capital, LP$808K
- Koss-Olinger Consulting, LLC$553K
- Cerity Partners LLC$505K
Largest adds
- BANK OF AMERICA CORP /DE/$1M
- HighTower Advisors, LLC$1M
- MORGAN STANLEY$808K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$545K
- ENVESTNET ASSET MANAGEMENT INC$524K
- OSAIC HOLDINGS, INC.$511K
Largest trims
- BCS Wealth Management$3M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$1M
- LPL Financial LLC$494K
- Asset Dedication, LLC$348K
- COMMONWEALTH EQUITY SERVICES, LLC$265K
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 |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 327,709 | $8M | 11.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 285,058 | $7M | 9.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 249,176 | $6M | 8.6% | 2026-Q1 |
| BCS Wealth Management trimmed | 231,468 | $6M | 8.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 148,354 | $4M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 116,015 | $3M | 4.0% | 2026-Q1 |
| Envision Financial Planning, LLC added | 114,993 | $3M | 4.0% | 2026-Q1 |
| Hills Bank & Trust Co added | 110,162 | $3M | 3.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 95,856 | $2M | 3.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 94,188 | $2M | 3.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 87,278 | $2M | 3.0% | 2026-Q1 |
| NESTEGG ADVISORS, INC. added | 78,459 | $2M | 2.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 74,485 | $2M | 2.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 69,258 | $2M | 2.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 62,546 | $2M | 2.2% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 47,621 | $1M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,243 | $879K | 1.3% | 2026-Q1 |
| Clark Asset Management, LLC added | 35,626 | $864K | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 33,514 | $813K | 1.2% | 2026-Q1 |
| Key Financial Inc added | 31,595 | $766K | 1.1% | 2026-Q1 |
| UBS Group AG added | 27,682 | $672K | 1.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 25,606 | $629K | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 24,936 | $605K | 0.9% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 24,212 | $587K | 0.8% | 2026-Q1 |
| Addison Advisors LLC added | 23,427 | $568K | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,547 | $547K | 0.8% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC | 20,633 | $501K | 0.7% | 2026-Q1 |
| Tassel Capital Management, Inc. added | 16,546 | $401K | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 15,994 | $386K | 0.6% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC added | 15,863 | $385K | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 14,151 | $343K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,933 | $338K | 0.5% | 2026-Q1 |
| Jacobi Capital Management LLC | 12,150 | $295K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,792 | $262K | 0.4% | 2026-Q1 |
| Bill Few Associates, Inc. new | 9,420 | $229K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 8,783 | $213K | 0.3% | 2026-Q1 |
| COOKSON PEIRCE & CO INC trimmed | 8,352 | $203K | 0.3% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 7,064 | $171K | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors new | 5,800 | $141K | 0.2% | 2026-Q1 |
| First Command Advisory Services, Inc. | 5,379 | $130K | 0.2% | 2026-Q1 |
| Larson Financial Group LLC | 4,662 | $113K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 4,099 | $99K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 3,500 | $85K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,654 | $40K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC new | 135 | $3K | 0.0% | 2026-Q1 |
| MB, LEVIS & ASSOCIATES, LLC added | 54,198 | $1M | 1.8% | 2025-Q2 stale |
| Elequin Capital, LP trimmed | 32,887 | $808K | 1.2% | 2025-Q4 stale |
| Sterling Financial Group, Inc. new | 31,062 | $756K | 1.1% | 2025-Q3 stale |
| CGN Advisors LLC added | 31,215 | $750K | 1.1% | 2025-Q1 stale |
| Koss-Olinger Consulting, LLC | 22,510 | $553K | 0.8% | 2025-Q4 stale |
| Cerity Partners LLC | 20,532 | $505K | 0.7% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 14,087 | $346K | 0.5% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 13,406 | $330K | 0.5% | 2025-Q4 stale |
| ORG Partners LLC | 5,800 | $143K | 0.2% | 2025-Q4 stale |
| COMERICA BANK | 897 | $22K | 0.0% | 2025-Q4 stale |
| AdvisorNet Financial, Inc | 291 | $7K | 0.0% | 2025-Q2 stale |
| FMR LLC new | 1 | $24 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.