Funds Holding BSEP

On this page, we present all of the funds holding BSEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSEP, with a link to that fund's top holdings. The next columns indicate the amount of BSEP stock held by each of the funds holding BSEP, followed by the BSEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 66 funds holding BSEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Berkshire Money Management Inc.. For more details on the positions held by Berkshire Money Management Inc. (or by any of the other funds holding BSEP), click the fund name in the "Holder" column of the funds-holding-BSEP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Berkshire Money Management Inc.377,874$11,060 06/30/2022
     BSEP377,874$11,060 06/30/2022
Advisor Group Holdings Inc.234,872$6,876 06/30/2022
     BSEP234,872$6,876 06/30/2022
Commonwealth Equity Services LLC191,155$5,595 06/30/2022
     BSEP191,155$5,595 06/30/2022
OLD Mission Capital LLC121,315$3,551 06/30/2022
     BSEP121,315$3,551 06/30/2022
Diligent Investors LLC96,990$2,839 06/30/2022
     BSEP96,990$2,839 06/30/2022
Sigma Planning Corp81,490$2,385 06/30/2022
     BSEP81,490$2,385 06/30/2022
CoreCap Advisors LLC79,244$2,319 06/30/2022
     BSEP79,244$2,319 06/30/2022
Kestra Advisory Services LLC77,416$2,266 06/30/2022
     BSEP77,416$2,266 06/30/2022
Mason & Associates Inc67,719$1,982 06/30/2022
     BSEP67,719$1,982 06/30/2022
Valtinson Bruner Financial Planning LLC66,775$1,955 06/30/2022
     BSEP66,775$1,955 06/30/2022
NCM Capital Management LLC59,330$1,737 06/30/2022
     BSEP59,330$1,737 06/30/2022
Capital Wealth Management LLC52,471$1,536 06/30/2022
     BSEP52,471$1,536 06/30/2022
DHJJ Financial Advisors Ltd.51,545$1,509 06/30/2022
     BSEP51,545$1,509 06/30/2022
Outlook Wealth Advisors LLC49,954$1,461 06/30/2022
     BSEP49,954$1,461 06/30/2022
Penserra Capital Management LLC43,281$1,266 06/30/2022
     BSEP43,281$1,266 06/30/2022
Blue Bell Private Wealth Management LLC41,722$1,221 06/30/2022
     BSEP41,722$1,221 06/30/2022
Janney Montgomery Scott LLC41,124$1,215 06/30/2022
     BSEP41,124$1,215 06/30/2022
WealthPLAN Partners LLC39,446$1,206 03/31/2022
     BSEP39,446$1,206 03/31/2022
WealthPlan Investment Management LLC39,446$1,206 03/31/2022
     BSEP39,446$1,206 03/31/2022
Strategic Blueprint LLC39,146$1,146 06/30/2022
     BSEP39,146$1,146 06/30/2022
Pinnacle Private Wealth LLC39,116$1,145 06/30/2022
     BSEP39,116$1,145 06/30/2022
Maltin Wealth Management Inc.38,922$1,139 06/30/2022
     BSEP38,922$1,139 06/30/2022
Lincoln National Corp38,880$1,138 06/30/2022
     BSEP38,880$1,138 06/30/2022
BCS Wealth Management33,793$989 06/30/2022
     BSEP33,793$989 06/30/2022
Beck Capital Management LLC30,887$904 06/30/2022
     BSEP30,887$904 06/30/2022
MAS Advisors LLC27,447$803 06/30/2022
     BSEP27,447$803 06/30/2022
Cambridge Investment Research Advisors Inc.27,241$797 06/30/2022
     BSEP27,241$797 06/30/2022
Integral Investment Advisors Inc.26,253$768 06/30/2022
     BSEP26,253$768 06/30/2022
Covington Capital Management23,955$701 06/30/2022
     BSEP23,955$701 06/30/2022
Beacon Pointe Advisors LLC23,517$685 06/30/2022
     BSEP23,517$685 06/30/2022
CAPROCK Group Inc.23,365$684 06/30/2022
     BSEP23,365$684 06/30/2022
Bellwether Advisors LLC23,399$684 06/30/2022
     BSEP23,399$684 06/30/2022
Cetera Advisor Networks LLC21,161$619 06/30/2022
     BSEP21,161$619 06/30/2022
HighTower Advisors LLC20,524$601 06/30/2022
     BSEP20,524$601 06/30/2022
Kathmere Capital Management LLC20,507$600 06/30/2022
     BSEP20,507$600 06/30/2022
Transform Wealth LLC17,707$518 06/30/2022
     BSEP17,707$518 06/30/2022
Evolution Wealth Advisors LLC17,285$506 06/30/2022
     BSEP17,285$506 06/30/2022
Avantax Advisory Services Inc.17,264$505 06/30/2022
     BSEP17,264$505 06/30/2022
Wolverine Trading LLC17,036$503 06/30/2022
     BSEP17,036$503 06/30/2022
AE Wealth Management LLC16,515$483 06/30/2022
     BSEP16,515$483 06/30/2022
Axxcess Wealth Management LLC16,016$469 06/30/2022
     BSEP16,016$469 06/30/2022
Capital Investment Advisory Services LLC14,884$436 06/30/2022
     BSEP14,884$436 06/30/2022
Royal Bank of Canada14,789$433 06/30/2022
     BSEP14,789$433 06/30/2022
Susquehanna International Group LLP14,289$418 06/30/2022
     BSEP14,289$418 06/30/2022
Change Path LLC13,370$391 06/30/2022
     BSEP13,370$391 06/30/2022
SRS Capital Advisors Inc.12,888$377 06/30/2022
     BSEP12,888$377 06/30/2022
Envestnet Asset Management Inc.11,372$333 06/30/2022
     BSEP11,372$333 06/30/2022
Cetera Investment Advisers11,302$331 06/30/2022
     BSEP11,302$331 06/30/2022
Nations Financial Group Inc. IA ADV11,015$322 06/30/2022
     BSEP11,015$322 06/30/2022
Pensionmark Financial Group LLC9,540$297 06/30/2022
     BSEP9,540$297 06/30/2022
Cetera Advisors LLC9,793$287 06/30/2022
     BSEP9,793$287 06/30/2022
Fragasso Group Inc.9,281$272 06/30/2022
     BSEP9,281$272 06/30/2022
Beacon Financial Advisory LLC9,278$272 06/30/2022
     BSEP9,278$272 06/30/2022
CWA Asset Management Group LLC8,700$255 06/30/2022
     BSEP8,700$255 06/30/2022
SMI Advisory Services LLC8,284$242 06/30/2022
     BSEP8,284$242 06/30/2022
IFP Advisors Inc9,066$223 06/30/2022
     BSEP9,066$223 06/30/2022
Townsquare Capital LLC7,597$222 06/30/2022
     BSEP7,597$222 06/30/2022
Chicago Partners Investment Group LLC6,783$212 06/30/2022
     BSEP6,783$212 06/30/2022
Orion Capital Management LLC5,661$166 06/30/2022
     BSEP5,661$166 06/30/2022
Harbour Investments Inc.4,478$131 06/30/2022
     BSEP4,478$131 06/30/2022
Gradient Investments LLC3,805$111 06/30/2022
     BSEP3,805$111 06/30/2022
Benjamin F. Edwards & Company Inc.2,790$82 06/30/2022
     BSEP2,790$82 06/30/2022
John W. Brooker & Co. CPAs989$29 06/30/2022
     BSEP989$29 06/30/2022
UBS Group AG436$13 06/30/2022
     BSEP436$13 06/30/2022
Woodard & Co. Asset Management Group Inc. ADV400$12 06/30/2022
     BSEP400$12 06/30/2022
Integrity Financial Corp WA123$4 06/30/2022
     BSEP123$4 06/30/2022
Proequities Inc.0$0 06/30/2022
     BSEP0$0 06/30/2022

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

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