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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on BSMY is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 4 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 52 tracked filers holding BSMY, 41 increased or opened the position and 9 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 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 3
- Lido Advisors, LLC$3M
- Elequin Capital, LP$1M
- Wedmont Private Capital$599K
Full exits 1
- HighTower Advisors, LLC$2M
Largest adds
- NESTEGG ADVISORS, INC.$1M
- Atlantic Union Bankshares Corp$1M
- LPL Financial LLC$837K
- Hills Bank & Trust Co$632K
- OSAIC HOLDINGS, INC.$601K
- Jacobi Capital Management LLC$567K
Largest trims
- JANE STREET GROUP, LLC$1M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$469K
- STIFEL FINANCIAL CORP$263K
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 | 303,465 | $7M | 9.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 280,417 | $7M | 8.5% | 2026-Q2 |
| LPL Financial LLC added | 279,144 | $7M | 8.5% | 2026-Q2 |
| BCS Wealth Management added | 234,983 | $6M | 7.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 192,723 | $5M | 5.9% | 2026-Q2 |
| Lido Advisors, LLC new | 140,228 | $3M | 4.3% | 2026-Q2 |
| Hills Bank & Trust Co added | 134,061 | $3M | 4.1% | 2026-Q2 |
| NESTEGG ADVISORS, INC. added | 124,044 | $3M | 3.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 122,603 | $3M | 3.7% | 2026-Q2 |
| Envision Financial Planning, LLC added | 122,522 | $3M | 3.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 102,325 | $3M | 3.1% | 2026-Q2 |
| Invesco Ltd. added | 96,218 | $2M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 81,720 | $2M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 55,820 | $1M | 1.7% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 51,523 | $1M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 50,886 | $1M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 48,934 | $1M | 1.5% | 2026-Q2 |
| Clark Asset Management, LLC added | 46,519 | $1M | 1.4% | 2026-Q2 |
| Elequin Capital, LP added | 42,043 | $1M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,382 | $971K | 1.2% | 2026-Q2 |
| Key Financial Inc added | 35,620 | $878K | 1.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 34,950 | $862K | 1.1% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 34,174 | $842K | 1.0% | 2026-Q2 |
| UBS Group AG added | 29,658 | $731K | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 26,941 | $664K | 0.8% | 2026-Q2 |
| Wedmont Private Capital new | 24,360 | $599K | 0.7% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 24,212 | $597K | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22,547 | $556K | 0.7% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 17,512 | $430K | 0.5% | 2026-Q2 |
| DWM Financial Group, Inc. new | 17,294 | $425K | 0.5% | 2026-Q2 |
| Tassel Capital Management, Inc. added | 16,697 | $412K | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 16,633 | $403K | 0.5% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 16,008 | $393K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,182 | $374K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 14,783 | $364K | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 14,263 | $352K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,061 | $347K | 0.4% | 2026-Q2 |
| Addison Advisors LLC trimmed | 13,955 | $344K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC new | 13,100 | $323K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,878 | $317K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 12,860 | $317K | 0.4% | 2026-Q2 |
| IFG Advisory, LLC new | 12,649 | $312K | 0.4% | 2026-Q2 |
| Bill Few Associates, Inc. | 9,420 | $232K | 0.3% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 9,169 | $226K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 8,863 | $218K | 0.3% | 2026-Q2 |
| Asset Dedication, LLC added | 8,688 | $214K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,400 | $158K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC | 4,662 | $115K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 3,950 | $97K | 0.1% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 1,777 | $44K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,654 | $41K | 0.1% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC new | 596 | $15K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 87,278 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 5,800 | $141K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 135 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Koss-Olinger Consulting, LLC | 22,510 | $553K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC | 20,532 | $505K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. trimmed | 13,406 | $330K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC | 5,800 | $143K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 897 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sterling Financial Group, Inc. new | 31,062 | $756K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| MB, LEVIS & ASSOCIATES, LLC added | 54,198 | $1M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| AdvisorNet Financial, Inc | 291 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| FMR LLC new | 1 | $24 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.