% of shares outstanding is not shown for BSMY: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BSMY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 327,709327,709 | $8M | — | TRIM -11% |
| 2 | RAYMOND JAMES FINANCIAL INC | 285,058285,058 | $7M | — | — |
| 3 | LPL Financial LLC | 249,176249,176 | $6M | — | TRIM -6% |
| 4 | BCS Wealth Management | 231,468231,468 | $6M | — | TRIM -37% |
| 5 | Atlantic Union Bankshares Corp | 148,354148,354 | $4M | — | ADD 9% |
| 6 | BANK OF AMERICA CORP /DE/ | 116,015116,015 | $3M | — | ADD 97% |
| 7 | Envision Financial Planning, LLC | 114,993114,993 | $3M | — | ADD 5% |
| 8 | Hills Bank & Trust Co | 110,162110,162 | $3M | — | ADD 4% |
| 9 | D.A. DAVIDSON & CO. | 95,85695,856 | $2M | — | ADD 7% |
| 10 | Invesco Ltd. | 94,18894,188 | $2M | — | TRIM -9% |
| 11 | HighTower Advisors, LLC | 87,27887,278 | $2M | — | ADD 105% |
| 12 | NESTEGG ADVISORS, INC. | 78,45978,459 | $2M | — | ADD 38% |
| 13 | JANE STREET GROUP, LLC | 74,48574,485 | $2M | — | TRIM -3% |
| 14 | Kestra Advisory Services, LLC | 69,25869,258 | $2M | — | ADD 35% |
| 15 | STIFEL FINANCIAL CORP | 62,54662,546 | $2M | — | ADD 17% |
| 16 | MONECO ADVISORS, LLC | 47,62147,621 | $1M | — | ADD 3% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 36,24336,243 | $879,181 | — | ADD 151% |
| 18 | Clark Asset Management, LLC | 35,62635,626 | $864,209 | — | ADD 6% |
| 19 | MORGAN STANLEY | 33,51433,514 | $812,976 | — | ADD 14996% |
| 20 | Key Financial Inc | 31,59531,595 | $766,425 | — | ADD 30% |
| 21 | UBS Group AG | 27,68227,682 | $671,510 | — | ADD 16% |
| 22 | Equitable Holdings, Inc. | 25,60625,606 | $629,426 | — | TRIM -2% |
| 23 | OSAIC HOLDINGS, INC. | 24,93624,936 | $604,945 | — | ADD 549% |
| 24 | Sequoia Financial Advisors, LLC | 24,21224,212 | $587,330 | — | TRIM -22% |
| 25 | Addison Advisors LLC | 23,42723,427 | $568,288 | — | — |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22,54722,547 | $546,941 | — | ADD 17% |
| 27 | PRECEDENT WEALTH PARTNERS, LLC | 20,63320,633 | $500,511 | — | — |
| 28 | Tassel Capital Management, Inc. | 16,54616,546 | $401,365 | — | — |
| 29 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,99415,994 | $386,415 | — | ADD 22% |
| 30 | YARGER WEALTH STRATEGIES, LLC | 15,86315,863 | $384,811 | — | — |
| 31 | ROYAL BANK OF CANADA | 14,15114,151 | $343,000 | — | ADD 76% |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 13,93313,933 | $337,990 | — | TRIM -43% |
| 33 | Jacobi Capital Management LLC | 12,15012,150 | $294,732 | — | — |
| 34 | MML INVESTORS SERVICES, LLC | 10,79210,792 | $261,784 | — | TRIM -12% |
| 35 | Bill Few Associates, Inc. | 9,4209,420 | $228,508 | — | NEW |
| 36 | CAPTRUST FINANCIAL ADVISORS | 8,7838,783 | $213,053 | — | — |
| 37 | COOKSON PEIRCE & CO INC | 8,3528,352 | $202,602 | — | TRIM -2% |
| 38 | Asset Dedication, LLC | 7,0647,064 | $171,358 | — | TRIM -67% |
| 39 | Ascentis Independent Advisors | 5,8005,800 | $140,695 | — | NEW |
| 40 | First Command Advisory Services, Inc. | 5,3795,379 | $130,483 | — | — |
| 41 | Larson Financial Group LLC | 4,6624,662 | $113,090 | — | — |
| 42 | JONES FINANCIAL COMPANIES LLLP | 4,0994,099 | $98,786 | — | NEW |
| 43 | IFP Advisors, Inc | 3,5003,500 | $84,902 | — | — |
| 44 | FIFTH THIRD BANCORP | 1,6541,654 | $40,122 | — | NEW |
| 45 | Root Financial Partners, LLC | 135135 | $3,275 | — | NEW |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | — | 13K | 13K | 341K | 366K | 328K | $8M |
| RAYMOND JAMES FINANCIAL INC | 11K | 15K | 251K | 263K | 280K | 285K | $7M |
| LPL Financial LLC | 45K | 239K | 228K | 261K | 266K | 249K | $6M |
| BCS Wealth Management | — | — | — | — | 365K | 231K | $6M |
| Atlantic Union Bankshares Corp | — | — | — | — | 137K | 148K | $4M |
| BANK OF AMERICA CORP /DE/ | — | 7K | 15K | 38K | 59K | 116K | $3M |
| Envision Financial Planning, LLC | — | 9K | 19K | 107K | 109K | 115K | $3M |
| Hills Bank & Trust Co | — | — | — | 34K | 106K | 110K | $3M |
| D.A. DAVIDSON & CO. | — | — | 65K | 82K | 90K | 96K | $2M |
| Invesco Ltd. | 65K | 77K | 77K | 76K | 103K | 94K | $2M |
| HighTower Advisors, LLC | — | 14K | 17K | 32K | 43K | 87K | $2M |
| NESTEGG ADVISORS, INC. | — | — | — | — | 57K | 78K | $2M |
| JANE STREET GROUP, LLC | — | 103K | 77K | 86K | 76K | 74K | $2M |
| Kestra Advisory Services, LLC | — | 13K | 21K | 36K | 51K | 69K | $2M |
| STIFEL FINANCIAL CORP | — | 10K | 27K | 48K | 53K | 63K | $2M |
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.
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 | 45 | 2,656,924 | — | $64M |
| 2025-Q4 | 47 | 2,692,495 | — | $66M |
| 2025-Q3 | 42 | 1,885,406 | — | $46M |
| 2025-Q2 | 31 | 1,195,316 | — | $28M |
| 2025-Q1 | 26 | 818,320 | — | $20M |
| 2024-Q4 | 12 | 293,474 | — | $7M |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +57,159 | $1M | ADD |
| HighTower Advisors, LLC | +44,730 | $1M | ADD |
| MORGAN STANLEY | +33,292 | $807,591 | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +21,805 | $528,941 | ADD |
| NESTEGG ADVISORS, INC. | +21,610 | $524,211 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BCS Wealth Management | −133,755 | $3M | TRIM |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | −38,638 | $937,273 | TRIM |
| Elequin Capital, LP | −32,887 | $797,766 | CLOSE |
| Koss-Olinger Consulting, LLC | −22,510 | $546,043 | CLOSE |
| Cerity Partners LLC | −20,532 | $498,061 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
