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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wells Fargo & Company MN | 301,421 | $6,758 | 12/31/2023 | BSMU | 301,421 | $6,758 | 12/31/2023 | Insight Wealth Partners LLC | 168,917 | $3,787 | 12/31/2023 | BSMU | 168,917 | $3,787 | 12/31/2023 | Envision Financial Planning LLC | 162,953 | $3,653 | 12/31/2023 | BSMU | 162,953 | $3,653 | 12/31/2023 | LPL Financial LLC | 151,743 | $3,402 | 12/31/2023 | BSMU | 151,743 | $3,402 | 12/31/2023 | AE Wealth Management LLC | 144,340 | $3,196 | 12/31/2023 | BSMU | 144,340 | $3,196 | 12/31/2023 | Legacy Private Trust Co. | 133,165 | $2,946 | 03/31/2024 | BSMU | 133,165 | $2,946 | 03/31/2024 | Pineridge Advisors LLC | 124,490 | $2,791 | 12/31/2023 | BSMU | 124,490 | $2,791 | 12/31/2023 | Invesco Ltd. | 98,100 | $2,199 | 12/31/2023 | BSMU | 98,100 | $2,199 | 12/31/2023 | Key Financial Inc | 84,525 | $1,895 | 12/31/2023 | BSMU | 84,525 | $1,895 | 12/31/2023 | Atlantic Union Bankshares Corp | 70,974 | $1,570 | 03/31/2024 | BSMU | 70,974 | $1,570 | 03/31/2024 | Bank of America Corp DE | 66,371 | $1,488 | 12/31/2023 | BSMU | 66,371 | $1,488 | 12/31/2023 | Garrett Investment Advisors LLC | 67,178 | $1,486 | 03/31/2024 | BSMU | 67,178 | $1,486 | 03/31/2024 | Kestra Advisory Services LLC | 50,252 | $1,127 | 12/31/2023 | BSMU | 50,252 | $1,127 | 12/31/2023 | Susquehanna International Group LLP | 46,179 | $1,035 | 12/31/2023 | BSMU | 46,179 | $1,035 | 12/31/2023 | Precedent Wealth Partners LLC | 37,836 | $848 | 12/31/2023 | BSMU | 37,836 | $848 | 12/31/2023 | Royal Bank of Canada | 33,892 | $760 | 12/31/2023 | BSMU | 33,892 | $760 | 12/31/2023 | Envestnet Asset Management Inc. | 33,522 | $752 | 12/31/2023 | BSMU | 33,522 | $752 | 12/31/2023 | Jane Street Group LLC | 30,273 | $679 | 12/31/2023 | BSMU | 30,273 | $679 | 12/31/2023 | Commonwealth Equity Services LLC | 27,521 | $617 | 12/31/2023 | BSMU | 27,521 | $617 | 12/31/2023 | Tlwm | 24,222 | $536 | 03/31/2024 | BSMU | 24,222 | $536 | 03/31/2024 | Equitable Holdings Inc. | 23,692 | $531 | 12/31/2023 | BSMU | 23,692 | $531 | 12/31/2023 | Captrust Financial Advisors | 23,131 | $519 | 12/31/2023 | BSMU | 23,131 | $519 | 12/31/2023 | Asset Dedication LLC | 22,760 | $504 | 03/31/2024 | BSMU | 22,760 | $504 | 03/31/2024 | Advisor Group Holdings Inc. | 20,591 | $462 | 12/31/2023 | BSMU | 20,591 | $462 | 12/31/2023 | Raymond James & Associates | 20,441 | $458 | 12/31/2023 | BSMU | 20,441 | $458 | 12/31/2023 | Morgan Stanley | 18,373 | $412 | 12/31/2023 | BSMU | 18,373 | $412 | 12/31/2023 | Sterling Financial Group Inc. | 17,846 | $395 | 03/31/2024 | BSMU | 17,846 | $395 | 03/31/2024 | Addison Advisors LLC | 15,655 | $351 | 12/31/2023 | BSMU | 15,655 | $351 | 12/31/2023 | Integrated Wealth Concepts LLC | 15,267 | $342 | 12/31/2023 | BSMU | 15,267 | $342 | 12/31/2023 | Confluence Investment Management LLC | 14,073 | $311 | 03/31/2024 | BSMU | 14,073 | $311 | 03/31/2024 | Private Advisor Group LLC | 13,874 | $311 | 12/31/2023 | BSMU | 13,874 | $311 | 12/31/2023 | Beacon Pointe Advisors LLC | 13,527 | $303 | 12/31/2023 | BSMU | 13,527 | $303 | 12/31/2023 | MML Investors Services LLC | 12,153 | $272 | 12/31/2023 | BSMU | 12,153 | $272 | 12/31/2023 | Gradient Capital Advisors LLC | 9,381 | $208 | 03/31/2024 | BSMU | 9,381 | $208 | 03/31/2024 | Huntington National Bank | 9,084 | $204 | 12/31/2023 | BSMU | 9,084 | $204 | 12/31/2023 | Valicenti Advisory Services Inc. | 8,950 | $201 | 12/31/2023 | BSMU | 8,950 | $201 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 7,786 | $175 | 12/31/2023 | BSMU | 7,786 | $175 | 12/31/2023 | Hobbs Group Advisors LLC | 6,548 | $147 | 12/31/2023 | BSMU | 6,548 | $147 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 5,432 | $122 | 12/31/2023 | BSMU | 5,432 | $122 | 12/31/2023 | Horizons Wealth Management | 5,345 | $120 | 03/31/2024 | BSMU | 5,345 | $120 | 03/31/2024 | Capital Analysts LLC | 4,707 | $106 | 12/31/2023 | BSMU | 4,707 | $106 | 12/31/2023 | UBS Group AG | 4,386 | $98 | 12/31/2023 | BSMU | 4,386 | $98 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 3,218 | $72 | 12/31/2023 | BSMU | 3,218 | $72 | 12/31/2023 | IFP Advisors Inc | 1,100 | $25 | 12/31/2023 | BSMU | 1,100 | $25 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | BSMU | 0 | $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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