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Institutional Ownership · SEC Form 13F

Who owns BSOL


Which tracked institutional funds hold BSOL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSOL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

57
Institutional holders
25M
Shares held (tracked funds)
63.8%
Of shares outstanding

How the tape is positioned

9 tracked funds added or opened BSOL while 13 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

BSOL’s largest tracked holder by dollar value, Electric Capital Partners, LLC, sizes it at 82.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 82.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BSOL 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 57 tracked filers holding BSOL, 29 increased or opened the position and 31 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 BSOL 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 4

  • GOLDMAN SACHS GROUP INC$39M
  • Weiss Asset Management LP$18M
  • Atria Investments, Inc$655K
  • LaSalle St. Investment Advisors, LLC$651K

Full exits 4

  • Elequin Capital, LP$9M
  • Hunting Hill Global Capital, LLC$8M
  • MANGROVE PARTNERS IM, LLC$8M
  • FLOW TRADERS U.S. LLC$545K

Largest adds

  • Fielder Capital Group LLC$8M
  • JANE STREET GROUP, LLC$3M
  • WOLVERINE ASSET MANAGEMENT LLC$2M
  • GROUP ONE TRADING LLC$862K
  • Perigon Wealth Management, LLC$418K

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$27M
  • Electric Capital Partners, LLC$9M
  • CITADEL ADVISORS LLC$4M
  • IMC-Chicago, LLC$3M
  • MORGAN STANLEY$3M
  • Multicoin Capital Management, LLC$2M

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).

FundSharesReported value% of valueQuarter
Electric Capital Partners, LLC8,400,000$84M29.6%2026-Q2
GOLDMAN SACHS GROUP INC added3,897,254$39M13.7%2026-Q2
MORGAN STANLEY2,709,429$27M9.5%2026-Q2
Multicoin Capital Management, LLC1,890,000$19M6.7%2026-Q2
Weiss Asset Management LP added1,846,208$18M6.5%2026-Q2
CITADEL ADVISORS LLC trimmed1,682,561$17M5.9%2026-Q2
Fielder Capital Group LLC added893,833$9M3.1%2026-Q2
Marex Group Ltd added713,879$7M2.5%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC added480,795$5M1.7%2026-Q2
JANE STREET GROUP, LLC added471,823$5M1.7%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed419,002$4M1.5%2026-Q2
IMC-Chicago, LLC trimmed357,985$4M1.3%2026-Q2
Trustees of Dartmouth College304,803$3M1.1%2026-Q2
Perigon Wealth Management, LLC added97,056$972K0.3%2026-Q2
GROUP ONE TRADING LLC added93,788$939K0.3%2026-Q2
Atria Investments, Inc new65,389$655K0.2%2026-Q2
LaSalle St. Investment Advisors, LLC new65,000$651K0.2%2026-Q2
Advisory Services Network, LLC trimmed59,587$596K0.2%2026-Q2
Militia Capital Management LLC added56,000$561K0.2%2026-Q2
KALEIDOSCOPE CAPITAL LP41,320$414K0.1%2026-Q2
RPO LLC trimmed40,350$404K0.1%2026-Q2
Twelve Points Wealth Management LLC added31,641$317K0.1%2026-Q2
Keel Point, LLC added29,690$297K0.1%2026-Q2
Accurate Wealth Management, LLC trimmed25,000$265K0.1%2026-Q2
Beacon Pointe Advisors, LLC new23,904$239K0.1%2026-Q2
AdvisorNet Financial, Inc added23,631$237K0.1%2026-Q2
StoneX Group Inc. trimmed17,939$201K0.1%2026-Q2
QUATTRO FINANCIAL ADVISORS LLC19,470$195K0.1%2026-Q2
Keystone Financial Services, LLC added18,838$189K0.1%2026-Q2
Synergy Asset Management, LLC added18,708$187K0.1%2026-Q2
DIMENSION CAPITAL MANAGEMENT LLC added17,546$176K0.1%2026-Q2
XTX Topco Ltd new16,467$165K0.1%2026-Q2
MAGNOLIA CAPITAL ADVISORS LLC new16,330$163K0.1%2026-Q2
RFG Advisory, LLC added15,501$155K0.1%2026-Q2
Avior Wealth Management, LLC new15,102$151K0.1%2026-Q2
SIMPLEX TRADING, LLC trimmed14,327$143K0.1%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC trimmed14,042$141K0.0%2026-Q2
Claro Advisors Inc. trimmed13,685$137K0.0%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added12,057$121K0.0%2026-Q2
Clear Creek Financial Management, LLC added11,258$113K0.0%2026-Q2
Rakuten Group, Inc. new9,333$93K0.0%2026-Q2
Farther Finance Advisors, LLC9,181$92K0.0%2026-Q2
UBS Group AG added5,692$57K0.0%2026-Q2
PNC Financial Services Group, Inc.3,800$38K0.0%2026-Q2
BROWN BROTHERS HARRIMAN & CO3,084$31K0.0%2026-Q2
Arax Advisory Partners trimmed2,518$25K0.0%2026-Q2
Atlatl Advisers LLC new2,056$21K0.0%2026-Q2
Beaird Harris Wealth Management, LLC added1,985$20K0.0%2026-Q2
Stone House Investment Management, LLC new1,682$17K0.0%2026-Q2
Acumen Wealth Advisors, LLC trimmed426$4K0.0%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT413$4K0.0%2026-Q2
PROATHLETE WEALTH MANAGEMENT LLC276$3K0.0%2026-Q2
MATHER GROUP, LLC.100$1K0.0%2026-Q2
SOA Wealth Advisors, LLC.100$1K0.0%2026-Q2
JPMORGAN CHASE & CO trimmed33$3400.0%2026-Q2
Intesa Sanpaolo S.p.A. trimmed7$700.0%2026-Q2
KERR FINANCIAL PLANNING Corp6$610.0%2026-Q2
Elequin Capital, LP trimmed839,953$9M3.3%2026-Q1 stale (1 quarter behind)
Hunting Hill Global Capital, LLC new767,128$8M3.0%2026-Q1 stale (1 quarter behind)
MANGROVE PARTNERS IM, LLC added766,605$8M3.0%2026-Q1 stale (1 quarter behind)
FLOW TRADERS U.S. LLC new49,280$545K0.2%2026-Q1 stale (1 quarter behind)
GM Advisory Group, LLC new25,052$277K0.1%2026-Q1 stale (1 quarter behind)
SkyView Investment Advisors, LLC22,500$249K0.1%2026-Q1 stale (1 quarter behind)
CARDIFF PARK ADVISORS, LLC added20,000$221K0.1%2026-Q1 stale (1 quarter behind)
Penserra Capital Management LLC added10,347$114K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC added2,885$32K0.0%2026-Q1 stale (1 quarter behind)
Miller Capital Partners, Inc. new1,785$20K0.0%2026-Q1 stale (1 quarter behind)
Wall Street Financial Group, Inc. new899$10K0.0%2026-Q1 stale (1 quarter behind)
Allworth Financial LP added746$8K0.0%2026-Q1 stale (1 quarter behind)
MAI Capital Management trimmed485$5K0.0%2026-Q1 stale (1 quarter behind)
Sound Income Strategies, LLC200$2K0.0%2026-Q1 stale (1 quarter behind)
Legacy Wealth Managment, LLC/ID added100$1K0.0%2026-Q1 stale (1 quarter behind)
Atlantic Edge Private Wealth Management, LLC100$1K0.0%2026-Q1 stale (1 quarter behind)
Tower Research Capital LLC (TRC) new87$9610.0%2026-Q1 stale (1 quarter behind)
IEQ CAPITAL, LLC new353,676$6M2.0%2025-Q4 stale (2 quarters behind)
Militia Capital Partners, LP new18,800$308K0.1%2025-Q4 stale (2 quarters behind)
VanderPol Investments L.L.C. new14,750$242K0.1%2025-Q4 stale (2 quarters behind)
Silverleafe Capital Partners, LLC new10,588$174K0.1%2025-Q4 stale (2 quarters behind)
US BANCORP \DE\ new1,780$29K0.0%2025-Q4 stale (2 quarters behind)
Kestra Advisory Services, LLC new1,415$23K0.0%2025-Q4 stale (2 quarters behind)
Estate Planners Group, LLC new200$3K0.0%2025-Q4 stale (2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership