BSMS

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$23.36

+0.05 (+0.21%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding BSMS · 2026-Q1 methodology → sources →

127 holders

% of shares outstanding held

—

Shares held (13F)

8,017,684

Reporting holders

127

Top holders

largest 100 of 127 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	511,146511,146	$12M	—	ADD 7%
2	MORGAN STANLEY	401,500401,500	$9M	—	ADD 9%
3	Invesco Ltd.	397,944397,944	$9M	—	ADD 5%
4	RAYMOND JAMES FINANCIAL INC	348,362348,362	$8M	—	ADD 63%
5	TRUIST FINANCIAL CORP	301,233301,233	$7M	—	—
6	BANK OF AMERICA CORP /DE/	292,733292,733	$7M	—	ADD 14%
7	UBS Group AG	264,396264,396	$6M	—	ADD 17%
8	Hills Bank & Trust Co	246,890246,890	$6M	—	ADD 13%
9	Summit Financial, LLC	217,799217,799	$5M	—	—
10	Kathmere Capital Management, LLC	210,878210,878	$5M	—	TRIM -9%
11	COMMONWEALTH EQUITY SERVICES, LLC	197,532197,532	$5M	—	—
12	CENTRAL VALLEY ADVISORS, LLC	173,875173,875	$4M	—	TRIM -7%
13	PRECEDENT WEALTH PARTNERS, LLC	168,022168,022	$4M	—	ADD 6%
14	Coastline Complete Wealth LLC	166,667166,667	$4M	—	ADD 133%
15	WELLS FARGO & COMPANY/MN	166,615166,615	$4M	—	TRIM -4%
16	MONECO ADVISORS, LLC	158,601158,601	$4M	—	ADD 15%
17	Integrated Wealth Concepts LLC	156,027156,027	$4M	—	ADD 10%
18	Atlantic Union Bankshares Corp	147,209147,209	$3M	—	ADD 7%
19	Key Financial Inc	146,720146,720	$3M	—	TRIM -29%
20	HighTower Advisors, LLC	129,700129,700	$3M	—	ADD 11%
21	ENVESTNET ASSET MANAGEMENT INC	128,496128,496	$3M	—	ADD 4%
22	OSAIC HOLDINGS, INC.	115,133115,133	$3M	—	ADD 12%
23	Thrivent Financial for Lutherans	114,095114,095	$3M	—	ADD 347%
24	Invariant Investment Management	112,648112,648	$3M	—	—
25	Focus Partners Wealth	109,444109,444	$3M	—	—
26	Asset Dedication, LLC	108,647108,647	$3M	—	TRIM -11%
27	SIGNATUREFD, LLC	86,92086,920	$2M	—	ADD 14%
28	VestGen Advisors, LLC	85,74485,744	$2M	—	—
29	Sanctuary Advisors, LLC	81,32381,323	$2M	—	TRIM -24%
30	Clark Asset Management, LLC	80,08380,083	$2M	—	ADD 24%
31	JONES FINANCIAL COMPANIES LLLP	77,61077,610	$2M	—	ADD 33%
32	JANE STREET GROUP, LLC	74,20774,207	$2M	—	NEW
33	MML INVESTORS SERVICES, LLC	72,82972,829	$2M	—	TRIM -21%
34	STIFEL FINANCIAL CORP	69,58069,580	$2M	—	ADD 6%
35	Cornerstone Wealth Management, LLC	61,44161,441	$1M	—	ADD 6%
36	Paulson Wealth Management Inc.	59,70359,703	$1M	—	ADD 46%
37	Legacy Private Trust Co.	57,11957,119	$1M	—	ADD 76%
38	Lido Advisors, LLC	54,18154,181	$1M	—	—
39	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	53,60553,605	$1M	—	ADD 10%
40	Modern Wealth Management, LLC	48,63848,638	$1M	—	—
41	BROWN ADVISORY INC	46,96446,964	$1M	—	—
42	PAX Financial Group, LLC	46,86046,860	$1M	—	TRIM -3%
43	Steward Partners Investment Advisory, LLC	43,95643,956	$1M	—	ADD 19%
44	Willis Johnson & Associates, Inc.	42,38342,383	$991,554	—	NEW
45	CAPTRUST FINANCIAL ADVISORS	41,19541,195	$963,763	—	—
46	AlphaStar Capital Management, LLC	39,76939,769	$930,406	—	—
47	Accurate Wealth Management, LLC	36,60936,609	$860,128	—	ADD 19%
48	Astoria Portfolio Advisors LLC.	36,40236,402	$853,091	—	—
49	WEBSTER BANK, N. A.	34,07534,075	$797,191	—	ADD 33%
50	Cetera Investment Advisers	32,87832,878	$769,184	—	ADD 33%
51	Private Advisor Group, LLC	30,97330,973	$724,630	—	ADD 245%
52	Marietta Wealth Management, LLC	30,76930,769	$719,847	—	—
53	Wealthcare Advisory Partners LLC	29,53029,530	$690,860	—	—
54	Vermillion & White Wealth Management Group, LLC	29,47129,471	$689,480	—	—
55	LANDAAS & CO /WI /ADV	28,01128,011	$655,314	—	ADD 18%
56	SENTINEL PENSION ADVISORS, LLC	27,99527,995	$654,945	—	ADD 3%
57	Addison Advisors LLC	27,52827,528	$644,024	—	ADD 4%
58	River Street Advisors LLC	27,31527,315	$639,040	—	ADD 45%
59	Anchor Investment Management, LLC	27,20027,200	$636,349	—	ADD 81%
60	Meridian Wealth Management, LLC	26,83426,834	$627,787	—	—
61	Hobbs Group Advisors, LLC	26,23626,236	$613,787	—	ADD 16%
62	HOWARD WEALTH MANAGEMENT, LLC	25,05025,050	$586,050	—	ADD 14%
63	HARBOUR INVESTMENTS, INC.	24,16824,168	$565,421	—	ADD 29%
64	Sequoia Financial Advisors, LLC	24,09024,090	$563,591	—	TRIM -19%
65	Avantax Planning Partners, Inc.	23,46723,467	$549,024	—	ADD 11%
66	Carnegie Investment Counsel	23,08723,087	$540,125	—	NEW
67	HUB Investment Partners, LLC	22,85622,856	$534,717	—	NEW
68	TLWM	21,89721,897	$512,285	—	TRIM -5%
69	DOVER ADVISORS, LLC	21,89021,890	$512,121	—	—
70	WESPAC Advisors, LLC	21,65321,653	$506,576	—	—
71	Horizons Wealth Management	21,53721,537	$503,862	—	—
72	Heritage Trust Co	20,88620,886	$488,634	—	ADD 30%
73	OneDigital Investment Advisors LLC	20,28320,283	$474,525	—	—
74	Aptus Capital Advisors, LLC	19,58319,583	$458,148	—	ADD 100%
75	First Command Advisory Services, Inc.	19,38219,382	$453,446	—	ADD 63%
76	ROYAL BANK OF CANADA	18,61718,617	$436,000	—	TRIM -4%
77	AA Financial Advisors, LLC	18,53318,533	$433,593	—	ADD 30%
78	Jacobi Capital Management LLC	18,28218,282	$427,705	—	—
79	MEMBERS WEALTH LLC	17,35017,350	$406,511	—	TRIM -11%
80	Baird Financial Group, Inc.	17,36917,369	$406,351	—	NEW
81	AMERIPRISE FINANCIAL INC	17,16717,167	$401,633	—	ADD 46%
82	Clearstead Advisors, LLC	17,02217,022	$398,233	—	—
83	Atria Investments, Inc	16,97916,979	$397,234	—	NEW
84	KICKSTAND VENTURES, LLC.	16,53116,531	$386,746	—	—
85	Wingate Wealth Advisors, Inc.	15,50815,508	$362,813	—	—
86	YANKCOM Partnership	15,26615,266	$357,151	—	ADD 12%
87	OLD SECOND NATIONAL BANK OF AURORA	15,11715,117	$353,665	—	NEW
88	Cooksen Wealth, LLC	15,04815,048	$352,051	—	—
89	Ausdal Financial Partners, Inc.	14,88114,881	$348,151	—	ADD 21%
90	Cambridge Financial Group, LLC	14,79414,794	$346,109	—	TRIM -27%
91	FF Advisors,LLC	14,28514,285	$334,626	—	TRIM -15%
92	Coastal Bridge Advisors, LLC	13,77713,777	$322,321	—	ADD 32%
93	SILVERLAKE WEALTH MANAGEMENT LLC	13,70013,700	$320,514	—	—
94	Bill Few Associates, Inc.	12,83612,836	$300,301	—	—
95	Prospera Financial Services Inc	12,49412,494	$292,296	—	ADD 13%
96	BridgePort Financial Solutions, LLC	12,28612,286	$287,430	—	NEW
97	KESTRA PRIVATE WEALTH SERVICES, LLC	11,98611,986	$280,404	—	NEW
98	Arlington Capital Management, Inc.	11,61811,618	$271,805	—	NEW
99	PRIVATE TRUST CO NA	11,49311,493	$268,881	—	ADD 226%
100	Beacon Pointe Advisors, LLC	11,35911,359	$265,757	—	ADD 13%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

290K

342K

377K

427K

479K

511K

$12M

MORGAN STANLEY

204K

215K

260K

415K

369K

402K

$9M

Invesco Ltd.

184K

208K

215K

237K

379K

398K

$9M

RAYMOND JAMES FINANCIAL INC

121K

137K

153K

166K

214K

348K

$8M

TRUIST FINANCIAL CORP

—

295K

299K

301K

$7M

BANK OF AMERICA CORP /DE/

175K

215K

240K

242K

257K

293K

$7M

UBS Group AG

157K

154K

163K

181K

227K

264K

$6M

Hills Bank & Trust Co

27K

42K

60K

182K

218K

247K

$6M

Summit Financial, LLC

—

216K

218K

$5M

Kathmere Capital Management, LLC

23K

—

252K

238K

231K

211K

$5M

COMMONWEALTH EQUITY SERVICES, LLC

195K

198K

248K

264K

198K

$5M

CENTRAL VALLEY ADVISORS, LLC

—

188K

185K

187K

174K

$4M

PRECEDENT WEALTH PARTNERS, LLC

75K

119K

129K

146K

158K

168K

$4M

Coastline Complete Wealth LLC

—

72K

167K

$4M

WELLS FARGO & COMPANY/MN

254K

240K

256K

174K

167K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	127	8,017,684	—	$188M
2025-Q4	120	7,400,621	—	$174M
2025-Q3	107	6,690,266	—	$157M
2025-Q2	94	5,384,117	—	$125M
2025-Q1	93	4,786,619	—	$111M
2024-Q4	87	4,017,869	—	$94M
2024-Q3	72	3,330,536	—	$79M
2024-Q2	62	2,985,193	—	$69M
2024-Q1	53	3,067,909	—	$72M
2023-Q4	50	2,325,118	—	$55M
2023-Q3	39	1,735,159	—	$39M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding BSMS · 2026-Q1 methodology → sources →

127 holders

% of shares outstanding held

—

Shares held (13F)

8,017,684

Reporting holders

127

Top holders

largest 100 of 127 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	511,146511,146	$12M	—	ADD 7%
2	MORGAN STANLEY	401,500401,500	$9M	—	ADD 9%
3	Invesco Ltd.	397,944397,944	$9M	—	ADD 5%
4	RAYMOND JAMES FINANCIAL INC	348,362348,362	$8M	—	ADD 63%
5	TRUIST FINANCIAL CORP	301,233301,233	$7M	—	—
6	BANK OF AMERICA CORP /DE/	292,733292,733	$7M	—	ADD 14%
7	UBS Group AG	264,396264,396	$6M	—	ADD 17%
8	Hills Bank & Trust Co	246,890246,890	$6M	—	ADD 13%
9	Summit Financial, LLC	217,799217,799	$5M	—	—
10	Kathmere Capital Management, LLC	210,878210,878	$5M	—	TRIM -9%
11	COMMONWEALTH EQUITY SERVICES, LLC	197,532197,532	$5M	—	—
12	CENTRAL VALLEY ADVISORS, LLC	173,875173,875	$4M	—	TRIM -7%
13	PRECEDENT WEALTH PARTNERS, LLC	168,022168,022	$4M	—	ADD 6%
14	Coastline Complete Wealth LLC	166,667166,667	$4M	—	ADD 133%
15	WELLS FARGO & COMPANY/MN	166,615166,615	$4M	—	TRIM -4%
16	MONECO ADVISORS, LLC	158,601158,601	$4M	—	ADD 15%
17	Integrated Wealth Concepts LLC	156,027156,027	$4M	—	ADD 10%
18	Atlantic Union Bankshares Corp	147,209147,209	$3M	—	ADD 7%
19	Key Financial Inc	146,720146,720	$3M	—	TRIM -29%
20	HighTower Advisors, LLC	129,700129,700	$3M	—	ADD 11%
21	ENVESTNET ASSET MANAGEMENT INC	128,496128,496	$3M	—	ADD 4%
22	OSAIC HOLDINGS, INC.	115,133115,133	$3M	—	ADD 12%
23	Thrivent Financial for Lutherans	114,095114,095	$3M	—	ADD 347%
24	Invariant Investment Management	112,648112,648	$3M	—	—
25	Focus Partners Wealth	109,444109,444	$3M	—	—
26	Asset Dedication, LLC	108,647108,647	$3M	—	TRIM -11%
27	SIGNATUREFD, LLC	86,92086,920	$2M	—	ADD 14%
28	VestGen Advisors, LLC	85,74485,744	$2M	—	—
29	Sanctuary Advisors, LLC	81,32381,323	$2M	—	TRIM -24%
30	Clark Asset Management, LLC	80,08380,083	$2M	—	ADD 24%
31	JONES FINANCIAL COMPANIES LLLP	77,61077,610	$2M	—	ADD 33%
32	JANE STREET GROUP, LLC	74,20774,207	$2M	—	NEW
33	MML INVESTORS SERVICES, LLC	72,82972,829	$2M	—	TRIM -21%
34	STIFEL FINANCIAL CORP	69,58069,580	$2M	—	ADD 6%
35	Cornerstone Wealth Management, LLC	61,44161,441	$1M	—	ADD 6%
36	Paulson Wealth Management Inc.	59,70359,703	$1M	—	ADD 46%
37	Legacy Private Trust Co.	57,11957,119	$1M	—	ADD 76%
38	Lido Advisors, LLC	54,18154,181	$1M	—	—
39	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	53,60553,605	$1M	—	ADD 10%
40	Modern Wealth Management, LLC	48,63848,638	$1M	—	—
41	BROWN ADVISORY INC	46,96446,964	$1M	—	—
42	PAX Financial Group, LLC	46,86046,860	$1M	—	TRIM -3%
43	Steward Partners Investment Advisory, LLC	43,95643,956	$1M	—	ADD 19%
44	Willis Johnson & Associates, Inc.	42,38342,383	$991,554	—	NEW
45	CAPTRUST FINANCIAL ADVISORS	41,19541,195	$963,763	—	—
46	AlphaStar Capital Management, LLC	39,76939,769	$930,406	—	—
47	Accurate Wealth Management, LLC	36,60936,609	$860,128	—	ADD 19%
48	Astoria Portfolio Advisors LLC.	36,40236,402	$853,091	—	—
49	WEBSTER BANK, N. A.	34,07534,075	$797,191	—	ADD 33%
50	Cetera Investment Advisers	32,87832,878	$769,184	—	ADD 33%
51	Private Advisor Group, LLC	30,97330,973	$724,630	—	ADD 245%
52	Marietta Wealth Management, LLC	30,76930,769	$719,847	—	—
53	Wealthcare Advisory Partners LLC	29,53029,530	$690,860	—	—
54	Vermillion & White Wealth Management Group, LLC	29,47129,471	$689,480	—	—
55	LANDAAS & CO /WI /ADV	28,01128,011	$655,314	—	ADD 18%
56	SENTINEL PENSION ADVISORS, LLC	27,99527,995	$654,945	—	ADD 3%
57	Addison Advisors LLC	27,52827,528	$644,024	—	ADD 4%
58	River Street Advisors LLC	27,31527,315	$639,040	—	ADD 45%
59	Anchor Investment Management, LLC	27,20027,200	$636,349	—	ADD 81%
60	Meridian Wealth Management, LLC	26,83426,834	$627,787	—	—
61	Hobbs Group Advisors, LLC	26,23626,236	$613,787	—	ADD 16%
62	HOWARD WEALTH MANAGEMENT, LLC	25,05025,050	$586,050	—	ADD 14%
63	HARBOUR INVESTMENTS, INC.	24,16824,168	$565,421	—	ADD 29%
64	Sequoia Financial Advisors, LLC	24,09024,090	$563,591	—	TRIM -19%
65	Avantax Planning Partners, Inc.	23,46723,467	$549,024	—	ADD 11%
66	Carnegie Investment Counsel	23,08723,087	$540,125	—	NEW
67	HUB Investment Partners, LLC	22,85622,856	$534,717	—	NEW
68	TLWM	21,89721,897	$512,285	—	TRIM -5%
69	DOVER ADVISORS, LLC	21,89021,890	$512,121	—	—
70	WESPAC Advisors, LLC	21,65321,653	$506,576	—	—
71	Horizons Wealth Management	21,53721,537	$503,862	—	—
72	Heritage Trust Co	20,88620,886	$488,634	—	ADD 30%
73	OneDigital Investment Advisors LLC	20,28320,283	$474,525	—	—
74	Aptus Capital Advisors, LLC	19,58319,583	$458,148	—	ADD 100%
75	First Command Advisory Services, Inc.	19,38219,382	$453,446	—	ADD 63%
76	ROYAL BANK OF CANADA	18,61718,617	$436,000	—	TRIM -4%
77	AA Financial Advisors, LLC	18,53318,533	$433,593	—	ADD 30%
78	Jacobi Capital Management LLC	18,28218,282	$427,705	—	—
79	MEMBERS WEALTH LLC	17,35017,350	$406,511	—	TRIM -11%
80	Baird Financial Group, Inc.	17,36917,369	$406,351	—	NEW
81	AMERIPRISE FINANCIAL INC	17,16717,167	$401,633	—	ADD 46%
82	Clearstead Advisors, LLC	17,02217,022	$398,233	—	—
83	Atria Investments, Inc	16,97916,979	$397,234	—	NEW
84	KICKSTAND VENTURES, LLC.	16,53116,531	$386,746	—	—
85	Wingate Wealth Advisors, Inc.	15,50815,508	$362,813	—	—
86	YANKCOM Partnership	15,26615,266	$357,151	—	ADD 12%
87	OLD SECOND NATIONAL BANK OF AURORA	15,11715,117	$353,665	—	NEW
88	Cooksen Wealth, LLC	15,04815,048	$352,051	—	—
89	Ausdal Financial Partners, Inc.	14,88114,881	$348,151	—	ADD 21%
90	Cambridge Financial Group, LLC	14,79414,794	$346,109	—	TRIM -27%
91	FF Advisors,LLC	14,28514,285	$334,626	—	TRIM -15%
92	Coastal Bridge Advisors, LLC	13,77713,777	$322,321	—	ADD 32%
93	SILVERLAKE WEALTH MANAGEMENT LLC	13,70013,700	$320,514	—	—
94	Bill Few Associates, Inc.	12,83612,836	$300,301	—	—
95	Prospera Financial Services Inc	12,49412,494	$292,296	—	ADD 13%
96	BridgePort Financial Solutions, LLC	12,28612,286	$287,430	—	NEW
97	KESTRA PRIVATE WEALTH SERVICES, LLC	11,98611,986	$280,404	—	NEW
98	Arlington Capital Management, Inc.	11,61811,618	$271,805	—	NEW
99	PRIVATE TRUST CO NA	11,49311,493	$268,881	—	ADD 226%
100	Beacon Pointe Advisors, LLC	11,35911,359	$265,757	—	ADD 13%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

290K

342K

377K

427K

479K

511K

$12M

MORGAN STANLEY

204K

215K

260K

415K

369K

402K

$9M

Invesco Ltd.

184K

208K

215K

237K

379K

398K

$9M

RAYMOND JAMES FINANCIAL INC

121K

137K

153K

166K

214K

348K

$8M

TRUIST FINANCIAL CORP

—

295K

299K

301K

$7M

BANK OF AMERICA CORP /DE/

175K

215K

240K

242K

257K

293K

$7M

UBS Group AG

157K

154K

163K

181K

227K

264K

$6M

Hills Bank & Trust Co

27K

42K

60K

182K

218K

247K

$6M

Summit Financial, LLC

—

216K

218K

$5M

Kathmere Capital Management, LLC

23K

—

252K

238K

231K

211K

$5M

COMMONWEALTH EQUITY SERVICES, LLC

195K

198K

248K

264K

198K

$5M

CENTRAL VALLEY ADVISORS, LLC

—

188K

185K

187K

174K

$4M

PRECEDENT WEALTH PARTNERS, LLC

75K

119K

129K

146K

158K

168K

$4M

Coastline Complete Wealth LLC

—

72K

167K

$4M

WELLS FARGO & COMPANY/MN

254K

240K

256K

174K

167K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	127	8,017,684	—	$188M
2025-Q4	120	7,400,621	—	$174M
2025-Q3	107	6,690,266	—	$157M
2025-Q2	94	5,384,117	—	$125M
2025-Q1	93	4,786,619	—	$111M
2024-Q4	87	4,017,869	—	$94M
2024-Q3	72	3,330,536	—	$79M
2024-Q2	62	2,985,193	—	$69M
2024-Q1	53	3,067,909	—	$72M
2023-Q4	50	2,325,118	—	$55M
2023-Q3	39	1,735,159	—	$39M

Short interest has its own tab now — open SI →

BSMS☆

Institutional ownership· 13F filers holding BSMS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding BSMS · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

BSMS