BSMZ(BSMZ)
BSMZ
Institutional Ownership
Top 40 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 206.25K | Jun 30, 26 | -16.86K | 104.41% |
| Atlantic Union Bankshares Corp | 188.41K | Jun 30, 26 | +50.02K | 95.38% |
| LPL Financial LLC | 180.68K | Jun 30, 26 | +30.25K | 91.46% |
| Invesco Ltd. | 94.30K | Jun 30, 26 | +4.78K | 47.74% |
| HighTower Advisors, LLC | 61.84K | Jun 30, 26 | +21.63K | 31.30% |
| Equitable Holdings, Inc. | 47.10K | Jun 30, 26 | +11.43K | 23.84% |
| RAYMOND JAMES FINANCIAL INC | 43.24K | Jun 30, 26 | +5.21K | 21.89% |
| STIFEL FINANCIAL CORP | 38.90K | Jun 30, 26 | -6.48K | 19.69% |
| Hills Bank & Trust Co | 38.69K | Jun 30, 26 | +38.69K | 19.59% |
| ADVISOR GROUP HOLDINGS, INC. | 35.59K | Jun 30, 26 | +23.19K | 18.02% |
| ENVESTNET ASSET MANAGEMENT INC | 35.16K | Jun 30, 26 | +3.29K | 17.80% |
| Key FInancial Inc | 33.88K | Jun 30, 26 | +3.34K | 17.15% |
| Jacobi Capital Management LLC | 33.65K | Jun 30, 26 | +21.95K | 17.03% |
| MONECO Advisors, LLC | 29.62K | Jun 30, 26 | +15.72K | 15.00% |
| Wedmont Private Capital | 23.55K | Jun 30, 26 | +23.55K | 11.92% |
| IFP Advisors, Inc | 23.20K | Jun 30, 26 | +5.20K | 11.74% |
| MGO ONE SEVEN LLC | 21.76K | Jun 30, 26 | -- | 11.02% |
| Kestra Advisory Services, LLC | 21.74K | Jun 30, 26 | +2.16K | 11.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 17.06K | Jun 30, 26 | +1.79K | 8.64% |
| NewEdge Advisors, LLC | 13.00K | Jun 30, 26 | +13.00K | 6.58% |
| Clark Asset Management, LLC | 12.49K | Jun 30, 26 | +12.49K | 6.32% |
| MML INVESTORS SERVICES, LLC | 11.65K | Jun 30, 26 | +2.27K | 5.90% |
| AMERIPRISE FINANCIAL INC | 11.00K | Jun 30, 26 | +11.00K | 5.57% |
| Addison Advisors LLC | 10.90K | Jun 30, 26 | +4.65K | 5.52% |
| Bill Few Associates, Inc. | 9.87K | Jun 30, 26 | +9.87K | 5.00% |
| J.W. COLE ADVISORS, INC. | 9.64K | Jun 30, 26 | +9.64K | 4.88% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.32K | Jun 30, 26 | +1.18K | 4.72% |
| COOKSON PEIRCE & CO INC | 8.77K | Jun 30, 26 | +497 | 4.44% |
| BCS Wealth Management | 8.54K | Jun 30, 26 | +8.54K | 4.32% |
| GILL CAPITAL PARTNERS, LLC | 5.92K | Jun 30, 26 | +1.97K | 3.00% |
| IFG Advisory, LLC | 5.90K | Jun 30, 26 | +5.90K | 2.99% |
| ROYAL BANK OF CANADA | 5.70K | Jun 30, 26 | +1.86K | 2.89% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.54K | Jun 30, 26 | -- | 2.81% |
| Integrated Wealth Concepts LLC | 2.93K | Jun 30, 26 | +2.93K | 1.48% |
| Asset Dedication, LLC | 2.70K | Jun 30, 26 | +2.40K | 1.37% |
| MORGAN STANLEY | 1.56K | Jun 30, 26 | +1.56K | 0.79% |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -12.62K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -40.60K | -- |
| UBS Group AG | -- | Jun 30, 26 | -296 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -132 | -- |