BSMU(BSMU)
BSMU
Institutional Ownership
Top 126 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 513.46K | Jun 30, 26 | -5.35K | 4.20% |
| LPL Financial LLC | 465.21K | Jun 30, 26 | +30.59K | 3.80% |
| Hills Bank & Trust Co | 405.17K | Jun 30, 26 | -55.71K | 3.31% |
| MORGAN STANLEY | 327.56K | Jun 30, 26 | -13.40K | 2.68% |
| Stratos Wealth Advisors, LLC | 319.29K | Jun 30, 26 | +23.68K | 2.61% |
| Invesco Ltd. | 315.16K | Jun 30, 26 | -16.94K | 2.58% |
| BANK OF AMERICA CORP /DE/ | 287.76K | Jun 30, 26 | +20.20K | 2.35% |
| Kathmere Capital Management, LLC | 275.69K | Jun 30, 26 | +275.69K | 2.25% |
| HighTower Advisors, LLC | 275.52K | Jun 30, 26 | +66.37K | 2.25% |
| Atlantic Union Bankshares Corp | 251.40K | Jun 30, 26 | +48.82K | 2.05% |
| UBS Group AG | 248.85K | Jun 30, 26 | -47.13K | 2.03% |
| RAYMOND JAMES FINANCIAL INC | 240.74K | Jun 30, 26 | +11.34K | 1.97% |
| NewEdge Advisors, LLC | 217.00K | Jun 30, 26 | +4.90K | 1.77% |
| Lido Advisors, LLC | 201.80K | Jun 30, 26 | -- | 1.65% |
| PRECEDENT WEALTH PARTNERS, LLC | 199.68K | Jun 30, 26 | +13.39K | 1.63% |
| Legacy Private Trust Co. | 182.18K | Jun 30, 26 | +35.27K | 1.49% |
| CENTRAL VALLEY ADVISORS, LLC | 173.73K | Jun 30, 26 | -6.99K | 1.42% |
| MONECO Advisors, LLC | 166.98K | Jun 30, 26 | +4.28K | 1.36% |
| JONES FINANCIAL COMPANIES LLLP | 145.75K | Jun 30, 26 | +26.93K | 1.19% |
| Kestra Advisory Services, LLC | 136.07K | Jun 30, 26 | +6.88K | 1.11% |
| Parkway Wealth Management Group, LLC | 116.37K | Jun 30, 26 | +3.18K | 0.95% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 114.67K | Jun 30, 26 | -8.38K | 0.94% |
| ENVESTNET ASSET MANAGEMENT INC | 112.96K | Jun 30, 26 | +7.06K | 0.92% |
| Clark Asset Management, LLC | 112.77K | Jun 30, 26 | +23.49K | 0.92% |
| Insight Wealth Partners, LLC | 103.72K | Jun 30, 26 | -- | 0.85% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 103.08K | Jun 30, 26 | +7.52K | 0.84% |
| ADVISOR GROUP HOLDINGS, INC. | 90.04K | Jun 30, 26 | +23.39K | 0.74% |
| Envision Financial Planning, LLC | 82.81K | Jun 30, 26 | +2.46K | 0.68% |
| Key FInancial Inc | 81.11K | Jun 30, 26 | -32.77K | 0.66% |
| VestGen Advisors, LLC | 76.27K | Jun 30, 26 | +11.99K | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 73.78K | Jun 30, 26 | +2.74K | 0.60% |
| AE Wealth Management LLC | 72.69K | Jun 30, 26 | -20.19K | 0.59% |
| MML INVESTORS SERVICES, LLC | 70.22K | Jun 30, 26 | +13.34K | 0.57% |
| Asset Dedication, LLC | 64.84K | Jun 30, 26 | -1.96K | 0.53% |
| Integrated Wealth Concepts LLC | 62.61K | Jun 30, 26 | +14.29K | 0.51% |
| Farmers National Bank | 61.62K | Jun 30, 26 | +1.02K | 0.50% |
| HUNTINGTON NATIONAL BANK | 57.87K | Jun 30, 26 | +12.11K | 0.47% |
| Kinetic Wealth Investment Advisors LLC | 53.77K | Jun 30, 26 | +53.77K | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | 50.98K | Jun 30, 26 | +50.98K | 0.42% |
| SIGNATUREFD, LLC | 50.30K | Jun 30, 26 | -- | 0.41% |
| Willis Johnson & Associates, Inc. | 45.35K | Jun 30, 26 | +324 | 0.37% |
| Jacobi Capital Management LLC | 44.93K | Jun 30, 26 | +25.50K | 0.37% |
| CAPTRUST FINANCIAL ADVISORS | 43.81K | Jun 30, 26 | +581 | 0.36% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 40.00K | Jun 30, 26 | -- | 0.33% |
| Sarver Vrooman Wealth Advisors | 39.01K | Jun 30, 26 | +77 | 0.32% |
| STIFEL FINANCIAL CORP | 36.92K | Jun 30, 26 | +4.34K | 0.30% |
| AlphaStar Capital Management, LLC | 35.51K | Jun 30, 26 | -404 | 0.29% |
| Paulson Wealth Management Inc. | 34.28K | Jun 30, 26 | +14 | 0.28% |
| Marietta Wealth Management, LLC | 32.64K | Jun 30, 26 | -- | 0.27% |
| Wedmont Private Capital | 32.35K | Jun 30, 26 | +32.35K | 0.26% |
| IMA Wealth, Inc. | 31.13K | Jun 30, 26 | +31.13K | 0.25% |
| SAX WEALTH ADVISORS, LLC | 29.96K | Jun 30, 26 | +29.96K | 0.24% |
| HOWARD WEALTH MANAGEMENT, LLC | 28.39K | Jun 30, 26 | -2.40K | 0.23% |
| Sequoia Financial Advisors, LLC | 28.25K | Jun 30, 26 | -- | 0.23% |
| ROYAL BANK OF CANADA | 28.17K | Jun 30, 26 | +2.35K | 0.23% |
| Garrett Wealth Advisory Group, LLC | 27.99K | Jun 30, 26 | +27.99K | 0.23% |
| HARBOUR INVESTMENTS, INC. | 27.64K | Jun 30, 26 | -1.02K | 0.23% |
| Meridian Wealth Management, LLC | 27.41K | Jun 30, 26 | -- | 0.22% |
| TLWM | 23.84K | Jun 30, 26 | -- | 0.19% |
| Heritage Trust Co | 23.36K | Jun 30, 26 | +1.83K | 0.19% |
| Sanctuary Advisors, LLC | 23.20K | Jun 30, 26 | +51 | 0.19% |
| Elequin Securities, LLC | 22.94K | Jun 30, 26 | +22.94K | 0.19% |
| IFG Advisory, LLC | 18.95K | Jun 30, 26 | +18.95K | 0.15% |
| TCG Advisory Services, LLC | 18.66K | Jun 30, 26 | +8.21K | 0.15% |
| Cetera Investment Advisers | 16.77K | Jun 30, 26 | -646 | 0.14% |
| Wingate Wealth Advisors, Inc. | 16.72K | Jun 30, 26 | +119 | 0.14% |
| WEDBUSH SECURITIES INC | 16.05K | Jun 30, 26 | +16.05K | 0.13% |
| Hobbs Group Advisors, LLC | 16.03K | Jun 30, 26 | -601 | 0.13% |
| Baird Financial Group, Inc. | 15.18K | Jun 30, 26 | +15.18K | 0.12% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15.00K | Jun 30, 26 | +15.00K | 0.12% |
| Accurate Wealth Management, LLC | 14.92K | Jun 30, 26 | -- | 0.12% |
| Kohmann Bosshard Financial Services, LLC | 14.23K | Jun 30, 26 | -- | 0.12% |
| JANE STREET GROUP, LLC | 14.16K | Jun 30, 26 | -3.17K | 0.12% |
| Wealthcare Advisory Partners LLC | 13.55K | Jun 30, 26 | -127 | 0.11% |
| CVFG LLC | 13.37K | Jun 30, 26 | +24 | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 13.29K | Jun 30, 26 | +2.29K | 0.11% |
| NESTEGG ADVISORS, INC. | 11.87K | Jun 30, 26 | -11.50K | 0.10% |
| Beacon Pointe Advisors, LLC | 11.53K | Jun 30, 26 | -- | 0.09% |
| OLD MISSION CAPITAL LLC | 11.52K | Jun 30, 26 | +11.52K | 0.09% |
| WESPAC Advisors, LLC | 11.42K | Jun 30, 26 | +11.42K | 0.09% |
| Capital Analysts, LLC | 11.37K | Jun 30, 26 | -2.34K | 0.09% |
| Vestmark Advisory Solutions, Inc. | 10.94K | Jun 30, 26 | -- | 0.09% |
| Pensionmark Financial Group, LLC | 10.94K | Jun 30, 26 | -- | 0.09% |
| Prospera Financial Services Inc | 10.42K | Jun 30, 26 | -- | 0.09% |
| COOKSON PEIRCE & CO INC | 10.14K | Jun 30, 26 | +752 | 0.08% |
| J.W. COLE ADVISORS, INC. | 10.05K | Jun 30, 26 | +10.05K | 0.08% |
| Addison Advisors LLC | 10.02K | Jun 30, 26 | -20.04K | 0.08% |
| Anchor Investment Management, LLC | 10.00K | Jun 30, 26 | +3.50K | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9.95K | Jun 30, 26 | -- | 0.08% |
| Opulen Financial Group LLC | 9.93K | Jun 30, 26 | +58 | 0.08% |
| Gradient Capital Advisors, LLC | 9.38K | Jun 30, 26 | -- | 0.08% |
| VIRTUE ASSET MANAGEMENT LLC | 9.28K | Jun 30, 26 | +9.28K | 0.08% |
| MIDLAND WEALTH ADVISORS LLC | 9.19K | Jun 30, 26 | -- | 0.08% |
| Crews Bank & Trust | 9.11K | Jun 30, 26 | -- | 0.07% |
| YANKCOM Partnership | 7.90K | Jun 30, 26 | -- | 0.06% |
| Knights of Columbus Asset Advisors LLC | 7.55K | Jun 30, 26 | -- | 0.06% |
| ATLAS CAPITAL ADVISORS LLC | 7.00K | Jun 30, 26 | +7.00K | 0.06% |
| NorthAvenue LLC | 6.79K | Jun 30, 26 | -- | 0.06% |
| Farther Finance Advisors, LLC | 6.21K | Jun 30, 26 | +630 | 0.05% |
| Larson Financial Group LLC | 5.42K | Jun 30, 26 | -392 | 0.04% |
| Aptus Capital Advisors, LLC | 5.22K | Jun 30, 26 | -628 | 0.04% |
| Colonial Trust Advisors | 3.80K | Jun 30, 26 | +3.80K | 0.03% |
| Plante Moran Financial Advisors, LLC | 2.31K | Jun 30, 26 | +2.31K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.21K | Jun 30, 26 | +2.21K | 0.02% |
| First Command Advisory Services, Inc. | 1.94K | Jun 30, 26 | -4.00K | 0.02% |
| PRIVATE TRUST CO NA | 1.66K | Jun 30, 26 | +1.66K | 0.01% |
| IFP Advisors, Inc | 1.56K | Jun 30, 26 | +195 | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.40K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.07K | Jun 30, 26 | +8 | 0.01% |
| Trust Co | 307 | Jun 30, 26 | -121 | 0.00% |
| Golden State Equity Partners | -- | Jun 30, 26 | -6.40K | -- |
| Cambridge Financial Group, LLC | -- | Jun 30, 26 | -17.05K | -- |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | -- | Jun 30, 26 | -10.64K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -1.01K | -- |
| CGN Advisors LLC | -- | Jun 30, 26 | -9.37K | -- |
| Horizons Wealth Management | 25.49K | Mar 31, 26 | -- | 0.21% |
| CWM, LLC | -- | Mar 31, 26 | -910 | -- |
| ORG Partners LLC | 6.40K | Dec 31, 25 | -- | 0.05% |
| Sterling Financial Group, Inc. | 35.23K | Sep 30, 25 | +7.62K | 0.29% |
| Pineridge Advisors LLC | 14.25K | Sep 30, 25 | -84.94K | 0.12% |
| AVANTAX ADVISORY SERVICES, INC. | 9.53K | Jun 30, 25 | +9.53K | 0.08% |
| RAYMOND JAMES & ASSOCIATES | 32.28K | Sep 30, 24 | +1.65K | 0.26% |
| COWEN AND COMPANY, LLC | 12.14K | Sep 30, 24 | +12.14K | 0.10% |
| Raymond James Financial Services Advisors, Inc. | 10.83K | Sep 30, 24 | +10.83K | 0.09% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.37K | Jun 30, 24 | +150 | 0.03% |
| Farmer Steven Patrick | 177.40K | Jun 30, 22 | +177.40K | 1.45% |