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Funds Holding BSMU

On this page, we present all of the funds holding BSMU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSMU, with a link to that fund's top holdings. The next columns indicate the amount of BSMU stock held by each of the funds holding BSMU, followed by the BSMU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 44 funds holding BSMU within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding BSMU), click the fund name in the "Holder" column of the funds-holding-BSMU table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN301,421$6,758 12/31/2023
     BSMU301,421$6,758 12/31/2023
Insight Wealth Partners LLC168,917$3,787 12/31/2023
     BSMU168,917$3,787 12/31/2023
Envision Financial Planning LLC162,953$3,653 12/31/2023
     BSMU162,953$3,653 12/31/2023
LPL Financial LLC151,743$3,402 12/31/2023
     BSMU151,743$3,402 12/31/2023
AE Wealth Management LLC144,340$3,196 12/31/2023
     BSMU144,340$3,196 12/31/2023
Legacy Private Trust Co.133,165$2,946 03/31/2024
     BSMU133,165$2,946 03/31/2024
Pineridge Advisors LLC124,490$2,791 12/31/2023
     BSMU124,490$2,791 12/31/2023
Invesco Ltd.98,100$2,199 12/31/2023
     BSMU98,100$2,199 12/31/2023
Key Financial Inc84,525$1,895 12/31/2023
     BSMU84,525$1,895 12/31/2023
Atlantic Union Bankshares Corp70,974$1,570 03/31/2024
     BSMU70,974$1,570 03/31/2024
Bank of America Corp DE66,371$1,488 12/31/2023
     BSMU66,371$1,488 12/31/2023
Garrett Investment Advisors LLC67,178$1,486 03/31/2024
     BSMU67,178$1,486 03/31/2024
Kestra Advisory Services LLC50,252$1,127 12/31/2023
     BSMU50,252$1,127 12/31/2023
Susquehanna International Group LLP46,179$1,035 12/31/2023
     BSMU46,179$1,035 12/31/2023
Precedent Wealth Partners LLC37,836$848 12/31/2023
     BSMU37,836$848 12/31/2023
Royal Bank of Canada33,892$760 12/31/2023
     BSMU33,892$760 12/31/2023
Envestnet Asset Management Inc.33,522$752 12/31/2023
     BSMU33,522$752 12/31/2023
Jane Street Group LLC30,273$679 12/31/2023
     BSMU30,273$679 12/31/2023
Commonwealth Equity Services LLC27,521$617 12/31/2023
     BSMU27,521$617 12/31/2023
Tlwm24,222$536 03/31/2024
     BSMU24,222$536 03/31/2024
Equitable Holdings Inc.23,692$531 12/31/2023
     BSMU23,692$531 12/31/2023
Captrust Financial Advisors23,131$519 12/31/2023
     BSMU23,131$519 12/31/2023
Asset Dedication LLC22,760$504 03/31/2024
     BSMU22,760$504 03/31/2024
Advisor Group Holdings Inc.20,591$462 12/31/2023
     BSMU20,591$462 12/31/2023
Raymond James & Associates20,441$458 12/31/2023
     BSMU20,441$458 12/31/2023
Morgan Stanley18,373$412 12/31/2023
     BSMU18,373$412 12/31/2023
Sterling Financial Group Inc.17,846$395 03/31/2024
     BSMU17,846$395 03/31/2024
Addison Advisors LLC15,655$351 12/31/2023
     BSMU15,655$351 12/31/2023
Integrated Wealth Concepts LLC15,267$342 12/31/2023
     BSMU15,267$342 12/31/2023
Confluence Investment Management LLC14,073$311 03/31/2024
     BSMU14,073$311 03/31/2024
Private Advisor Group LLC13,874$311 12/31/2023
     BSMU13,874$311 12/31/2023
Beacon Pointe Advisors LLC13,527$303 12/31/2023
     BSMU13,527$303 12/31/2023
MML Investors Services LLC12,153$272 12/31/2023
     BSMU12,153$272 12/31/2023
Gradient Capital Advisors LLC9,381$208 03/31/2024
     BSMU9,381$208 03/31/2024
Huntington National Bank9,084$204 12/31/2023
     BSMU9,084$204 12/31/2023
Valicenti Advisory Services Inc.8,950$201 12/31/2023
     BSMU8,950$201 12/31/2023
Northwestern Mutual Wealth Management Co.7,786$175 12/31/2023
     BSMU7,786$175 12/31/2023
Hobbs Group Advisors LLC6,548$147 12/31/2023
     BSMU6,548$147 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC5,432$122 12/31/2023
     BSMU5,432$122 12/31/2023
Horizons Wealth Management5,345$120 03/31/2024
     BSMU5,345$120 03/31/2024
Capital Analysts LLC4,707$106 12/31/2023
     BSMU4,707$106 12/31/2023
UBS Group AG4,386$98 12/31/2023
     BSMU4,386$98 12/31/2023
Benjamin F. Edwards & Company Inc.3,218$72 12/31/2023
     BSMU3,218$72 12/31/2023
IFP Advisors Inc1,100$25 12/31/2023
     BSMU1,100$25 12/31/2023
Proequities Inc.0$0 12/31/2023
     BSMU0$0 12/31/2023

See Summary: Institutional Holders of BSMU
See Details: Top 10 Hedge Funds Holding BSMU
Also See: BSMU Holdings Changes

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