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On this page, we present all of the funds holding BSMV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BSMV, with a link to that fund's top holdings. The next columns
indicate the amount of BSMV stock held by each of the funds holding BSMV, followed by the BSMV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 33 funds holding BSMV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Confluence Investment Management LLC. For more details on the positions held by Confluence Investment Management LLC
(or by any of the other funds holding BSMV), click the fund name in the "Holder" column of the funds-holding-BSMV table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Confluence Investment Management LLC | 285,757 | $6,089 | 03/31/2024 | | BSMV | 285,757 | $6,089 | 03/31/2024 | | Envision Financial Planning LLC | 167,992 | $3,635 | 12/31/2023 | | BSMV | 167,992 | $3,635 | 12/31/2023 | | Bank of America Corp DE | 125,884 | $2,724 | 12/31/2023 | | BSMV | 125,884 | $2,724 | 12/31/2023 | | Invesco Ltd. | 105,343 | $2,280 | 12/31/2023 | | BSMV | 105,343 | $2,280 | 12/31/2023 | | Key Financial Inc | 88,389 | $1,913 | 12/31/2023 | | BSMV | 88,389 | $1,913 | 12/31/2023 | | Wells Fargo & Company MN | 84,884 | $1,837 | 12/31/2023 | | BSMV | 84,884 | $1,837 | 12/31/2023 | | Garrett Investment Advisors LLC | 69,776 | $1,487 | 03/31/2024 | | BSMV | 69,776 | $1,487 | 03/31/2024 | | Jane Street Group LLC | 62,266 | $1,347 | 12/31/2023 | | BSMV | 62,266 | $1,347 | 12/31/2023 | | Venture Visionary Partners LLC | 55,057 | $1,191 | 12/31/2023 | | BSMV | 55,057 | $1,191 | 12/31/2023 | | Kestra Advisory Services LLC | 54,240 | $1,174 | 12/31/2023 | | BSMV | 54,240 | $1,174 | 12/31/2023 | | LPL Financial LLC | 48,605 | $1,052 | 12/31/2023 | | BSMV | 48,605 | $1,052 | 12/31/2023 | | Sterling Financial Group Inc. | 47,790 | $1,018 | 03/31/2024 | | BSMV | 47,790 | $1,018 | 03/31/2024 | | Precedent Wealth Partners LLC | 37,624 | $814 | 12/31/2023 | | BSMV | 37,624 | $814 | 12/31/2023 | | Captrust Financial Advisors | 27,000 | $584 | 12/31/2023 | | BSMV | 27,000 | $584 | 12/31/2023 | | Commonwealth Equity Services LLC | 25,135 | $544 | 12/31/2023 | | BSMV | 25,135 | $544 | 12/31/2023 | | Gradient Capital Advisors LLC | 19,704 | $420 | 03/31/2024 | | BSMV | 19,704 | $420 | 03/31/2024 | | Envestnet Asset Management Inc. | 17,600 | $381 | 12/31/2023 | | BSMV | 17,600 | $381 | 12/31/2023 | | Addison Advisors LLC | 16,150 | $349 | 12/31/2023 | | BSMV | 16,150 | $349 | 12/31/2023 | | Integrated Wealth Concepts LLC | 16,100 | $348 | 12/31/2023 | | BSMV | 16,100 | $348 | 12/31/2023 | | Morgan Stanley | 15,555 | $337 | 12/31/2023 | | BSMV | 15,555 | $337 | 12/31/2023 | | Beacon Pointe Advisors LLC | 15,335 | $332 | 12/31/2023 | | BSMV | 15,335 | $332 | 12/31/2023 | | Advisor Group Holdings Inc. | 13,754 | $298 | 12/31/2023 | | BSMV | 13,754 | $298 | 12/31/2023 | | Stifel Financial Corp | 13,737 | $297 | 12/31/2023 | | BSMV | 13,737 | $297 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 11,317 | $245 | 12/31/2023 | | BSMV | 11,317 | $245 | 12/31/2023 | | UBS Group AG | 10,963 | $237 | 12/31/2023 | | BSMV | 10,963 | $237 | 12/31/2023 | | Asset Dedication LLC | 10,868 | $231 | 03/31/2024 | | BSMV | 10,868 | $231 | 03/31/2024 | | Valicenti Advisory Services Inc. | 9,300 | $201 | 12/31/2023 | | BSMV | 9,300 | $201 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 8,428 | $182 | 12/31/2023 | | BSMV | 8,428 | $182 | 12/31/2023 | | Royal Bank of Canada | 7,368 | $159 | 12/31/2023 | | BSMV | 7,368 | $159 | 12/31/2023 | | Hobbs Group Advisors LLC | 4,861 | $105 | 12/31/2023 | | BSMV | 4,861 | $105 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 3,380 | $73 | 12/31/2023 | | BSMV | 3,380 | $73 | 12/31/2023 | | Advisory Services Network LLC | 788 | $17 | 12/31/2023 | | BSMV | 788 | $17 | 12/31/2023 | | Tower Research Capital LLC TRC | 101 | $2 | 12/31/2023 | | BSMV | 101 | $2 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | BSMV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BSMV
See Details: Top 10 Hedge Funds Holding BSMV
Also See: BSMV Holdings Changes
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