Security record · archived quarter
BSMT
name pending profile ingest
27Tracked holders
0Δ holders
3.18MShares held
$73.53MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 579.30K | n/a | $13.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 280.32K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 271.82K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 264.75K | n/a | $6.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 249.40K | +3.8% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 201.20K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 200.17K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 180.59K | n/a | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 106.40K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 98.18K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 95.06K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 94.20K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 91.03K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 89.81K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 89.29K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 75.32K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Brown Advisory Inc | 36.94K | n/a | $855,068 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 36.88K | n/a | $853,818 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 33.50K | n/a | $775,469 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 22.61K | n/a | $523,465 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 21.60K | n/a | $500,088 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 21.33K | n/a | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 16.95K | n/a | $393,558 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 8.85K | n/a | $204,878 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 7.27K | -51.2% | $168,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.66K | n/a | $61,580 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 865 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 8.35M shares, $192.56M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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