HoldingsChannel.com
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 93 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.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Berkshire Money Management Inc. | 468,357 | $17,179 | 12/31/2023 |
| BSEP | 468,357 | $17,179 | 12/31/2023 |
| Lantz Financial LLC | 302,025 | $11,864 | 03/31/2024 |
| BSEP | 302,025 | $11,864 | 03/31/2024 |
| Commonwealth Equity Services LLC | 321,459 | $11,791 | 12/31/2023 |
| BSEP | 321,459 | $11,791 | 12/31/2023 |
| SageView Advisory Group LLC | 264,555 | $9,704 | 12/31/2023 |
| BSEP | 264,555 | $9,704 | 12/31/2023 |
| Vantage Financial Partners LLC | 180,556 | $6,623 | 12/31/2023 |
| BSEP | 180,556 | $6,623 | 12/31/2023 |
| Penserra Capital Management LLC | 165,284 | $6,062 | 12/31/2023 |
| BSEP | 165,284 | $6,062 | 12/31/2023 |
| Advisor Group Holdings Inc. | 158,572 | $5,816 | 12/31/2023 |
| BSEP | 158,572 | $5,816 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 111,073 | $4,363 | 03/31/2024 |
| BSEP | 111,073 | $4,363 | 03/31/2024 |
| Diligent Investors LLC | 94,490 | $3,466 | 12/31/2023 |
| BSEP | 94,490 | $3,466 | 12/31/2023 |
| Cresset Asset Management LLC | 88,452 | $3,244 | 12/31/2023 |
| BSEP | 88,452 | $3,244 | 12/31/2023 |
| Valtinson Bruner Financial Planning LLC | 77,836 | $2,855 | 12/31/2023 |
| BSEP | 77,836 | $2,855 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 69,293 | $2,542 | 12/31/2023 |
| BSEP | 69,293 | $2,542 | 12/31/2023 |
| Cetera Advisors LLC | 55,690 | $2,043 | 12/31/2023 |
| BSEP | 55,690 | $2,043 | 12/31/2023 |
| GWM Advisors LLC | 54,612 | $2,036 | 12/31/2023 |
| BSEP | 54,612 | $2,036 | 12/31/2023 |
| Kestra Advisory Services LLC | 54,318 | $1,992 | 12/31/2023 |
| BSEP | 54,318 | $1,992 | 12/31/2023 |
| Outlook Wealth Advisors LLC | 49,317 | $1,937 | 03/31/2024 |
| BSEP | 49,317 | $1,937 | 03/31/2024 |
| Sageworth Trust Co | 49,050 | $1,927 | 03/31/2024 |
| BSEP | 49,050 | $1,927 | 03/31/2024 |
| Lincoln National Corp | 51,237 | $1,879 | 12/31/2023 |
| BSEP | 51,237 | $1,879 | 12/31/2023 |
| HighTower Advisors LLC | 49,765 | $1,823 | 12/31/2023 |
| BSEP | 49,765 | $1,823 | 12/31/2023 |
| WealthPLAN Partners LLC | 48,550 | $1,781 | 12/31/2023 |
| BSEP | 48,550 | $1,781 | 12/31/2023 |
| Capital Wealth Management LLC | 45,303 | $1,780 | 03/31/2024 |
| BSEP | 45,303 | $1,780 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 43,526 | $1,710 | 03/31/2024 |
| BSEP | 43,526 | $1,710 | 03/31/2024 |
| Envestnet Asset Management Inc. | 46,377 | $1,701 | 12/31/2023 |
| BSEP | 46,377 | $1,701 | 12/31/2023 |
| Cerity Partners LLC | 42,449 | $1,557 | 12/31/2023 |
| BSEP | 42,449 | $1,557 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 36,538 | $1,435 | 03/31/2024 |
| BSEP | 36,538 | $1,435 | 03/31/2024 |
| Strategic Blueprint LLC | 33,471 | $1,315 | 03/31/2024 |
| BSEP | 33,471 | $1,315 | 03/31/2024 |
| Snowden Capital Advisors LLC | 33,933 | $1,245 | 12/31/2023 |
| BSEP | 33,933 | $1,245 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 31,921 | $1,170 | 12/31/2023 |
| BSEP | 31,921 | $1,170 | 12/31/2023 |
| Maltin Wealth Management Inc. | 29,592 | $1,162 | 03/31/2024 |
| BSEP | 29,592 | $1,162 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 26,954 | $1,059 | 03/31/2024 |
| BSEP | 26,954 | $1,059 | 03/31/2024 |
| Integral Investment Advisors Inc. | 24,727 | $907 | 12/31/2023 |
| BSEP | 24,727 | $907 | 12/31/2023 |
| Janney Montgomery Scott LLC | 21,446 | $787 | 12/31/2023 |
| BSEP | 21,446 | $787 | 12/31/2023 |
| Garden State Investment Advisory Services LLC | 21,250 | $779 | 12/31/2023 |
| BSEP | 21,250 | $779 | 12/31/2023 |
| Bellwether Advisors LLC | 21,022 | $771 | 12/31/2023 |
| BSEP | 21,022 | $771 | 12/31/2023 |
| Lion Street Advisors LLC | 20,423 | $749 | 03/31/2024 |
| BSEP | 20,423 | $749 | 03/31/2024 |
| Fragasso Group Inc. | 18,590 | $730 | 03/31/2024 |
| BSEP | 18,590 | $730 | 03/31/2024 |
| My Personal CFO LLC | 18,230 | $716 | 03/31/2024 |
| BSEP | 18,230 | $716 | 03/31/2024 |
| Townsquare Capital LLC | 19,525 | $716 | 12/31/2023 |
| BSEP | 19,525 | $716 | 12/31/2023 |
| BCS Wealth Management | 18,068 | $710 | 03/31/2024 |
| BSEP | 18,068 | $710 | 03/31/2024 |
| AE Wealth Management LLC | 18,665 | $699 | 12/31/2023 |
| BSEP | 18,665 | $699 | 12/31/2023 |
| Nations Financial Group Inc. IA ADV | 17,397 | $683 | 03/31/2024 |
| BSEP | 17,397 | $683 | 03/31/2024 |
| Chicago Partners Investment Group LLC | 17,216 | $664 | 03/31/2024 |
| BSEP | 17,216 | $664 | 03/31/2024 |
| Stratos Wealth Advisors LLC | 16,281 | $640 | 03/31/2024 |
| BSEP | 16,281 | $640 | 03/31/2024 |
| MML Investors Services LLC | 16,968 | $622 | 12/31/2023 |
| BSEP | 16,968 | $622 | 12/31/2023 |
| Avantax Advisory Services Inc. | 16,140 | $592 | 12/31/2023 |
| BSEP | 16,140 | $592 | 12/31/2023 |
| U.S. Capital Wealth Advisors LLC | 14,823 | $544 | 12/31/2023 |
| BSEP | 14,823 | $544 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 14,690 | $539 | 12/31/2023 |
| BSEP | 14,690 | $539 | 12/31/2023 |
| Pinnacle Wealth Management Group Inc. | 13,660 | $537 | 03/31/2024 |
| BSEP | 13,660 | $537 | 03/31/2024 |
| CoreCap Advisors LLC | 14,639 | $537 | 12/31/2023 |
| BSEP | 14,639 | $537 | 12/31/2023 |
| Brookstone Capital Management | 13,625 | $535 | 03/31/2024 |
| BSEP | 13,625 | $535 | 03/31/2024 |
| LPL Financial LLC | 14,164 | $520 | 12/31/2023 |
| BSEP | 14,164 | $520 | 12/31/2023 |
| Cetera Advisor Networks LLC | 14,045 | $515 | 12/31/2023 |
| BSEP | 14,045 | $515 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 13,573 | $498 | 12/31/2023 |
| BSEP | 13,573 | $498 | 12/31/2023 |
| OLD Mission Capital LLC | 12,817 | $470 | 12/31/2023 |
| BSEP | 12,817 | $470 | 12/31/2023 |
| SRS Capital Advisors Inc. | 12,426 | $456 | 12/31/2023 |
| BSEP | 12,426 | $456 | 12/31/2023 |
| RFG Advisory LLC | 10,883 | $428 | 03/31/2024 |
| BSEP | 10,883 | $428 | 03/31/2024 |
| Harbour Investments Inc. | 11,425 | $419 | 12/31/2023 |
| BSEP | 11,425 | $419 | 12/31/2023 |
| Susquehanna International Group LLP | 11,112 | $408 | 12/31/2023 |
| BSEP | 11,112 | $408 | 12/31/2023 |
| Retirement Planning Group | 10,056 | $395 | 03/31/2024 |
| BSEP | 10,056 | $395 | 03/31/2024 |
| Beacon Financial Advisory LLC | 10,288 | $377 | 12/31/2023 |
| BSEP | 10,288 | $377 | 12/31/2023 |
| BCGM Wealth Management LLC | 10,000 | $367 | 12/31/2023 |
| BSEP | 10,000 | $367 | 12/31/2023 |
| Raymond James & Associates | 9,255 | $364 | 03/31/2024 |
| BSEP | 9,255 | $364 | 03/31/2024 |
| Citadel Advisors LLC | 9,288 | $341 | 12/31/2023 |
| BSEP | 9,288 | $341 | 12/31/2023 |
| Principal Securities Inc. | 9,270 | $340 | 12/31/2023 |
| BSEP | 9,270 | $340 | 12/31/2023 |
| Lewis Asset Management LLC | 9,206 | $338 | 12/31/2023 |
| BSEP | 9,206 | $338 | 12/31/2023 |
| BCJ Capital Management LLC | 9,175 | $337 | 12/31/2023 |
| BSEP | 9,175 | $337 | 12/31/2023 |
| Benchmark Investment Advisors LLC | 9,175 | $337 | 12/31/2023 |
| BSEP | 9,175 | $337 | 12/31/2023 |
| Visionary Wealth Advisors | 8,048 | $295 | 12/31/2023 |
| BSEP | 8,048 | $295 | 12/31/2023 |
| Cetera Investment Advisers | 7,942 | $291 | 12/31/2023 |
| BSEP | 7,942 | $291 | 12/31/2023 |
| Financial Network Wealth Advisors LLC | 7,882 | $289 | 12/31/2023 |
| BSEP | 7,882 | $289 | 12/31/2023 |
| Claro Advisors LLC | 7,084 | $278 | 03/31/2024 |
| BSEP | 7,084 | $278 | 03/31/2024 |
| Kathmere Capital Management LLC | 6,669 | $262 | 03/31/2024 |
| BSEP | 6,669 | $262 | 03/31/2024 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,789 | $249 | 12/31/2023 |
| BSEP | 6,789 | $249 | 12/31/2023 |
| Spire Wealth Management | 6,078 | $239 | 03/31/2024 |
| BSEP | 6,078 | $239 | 03/31/2024 |
| Share Andrew L. | 6,480 | $238 | 12/31/2023 |
| BSEP | 6,480 | $238 | 12/31/2023 |
| Sunbelt Securities Inc. | 5,995 | $235 | 03/31/2024 |
| BSEP | 5,995 | $235 | 03/31/2024 |
| Sound View Wealth Advisors Group LLC | 6,096 | $224 | 12/31/2023 |
| BSEP | 6,096 | $224 | 12/31/2023 |
| Pensionmark Financial Group LLC | 6,196 | $220 | 12/31/2023 |
| BSEP | 6,196 | $220 | 12/31/2023 |
| Soltis Investment Advisors LLC | 5,716 | $210 | 12/31/2023 |
| BSEP | 5,716 | $210 | 12/31/2023 |
| IFP Advisors Inc | 4,504 | $165 | 12/31/2023 |
| BSEP | 4,504 | $165 | 12/31/2023 |
| Sugarloaf Wealth Management LLC | 3,531 | $139 | 03/31/2024 |
| BSEP | 3,531 | $139 | 03/31/2024 |
| Royal Bank of Canada | 2,893 | $106 | 12/31/2023 |
| BSEP | 2,893 | $106 | 12/31/2023 |
| AdvisorNet Financial Inc | 2,335 | $92 | 03/31/2024 |
| BSEP | 2,335 | $92 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 2,300 | $84 | 12/31/2023 |
| BSEP | 2,300 | $84 | 12/31/2023 |
| Cape Investment Advisory Inc. | 2,138 | $78 | 12/31/2023 |
| BSEP | 2,138 | $78 | 12/31/2023 |
| WealthShield Partners LLC | 2,100 | $77 | 12/31/2023 |
| BSEP | 2,100 | $77 | 12/31/2023 |
| Tradition Wealth Management LLC | 2,001 | $76 | 12/31/2023 |
| BSEP | 2,001 | $76 | 12/31/2023 |
| Archer Investment Corp | 2,008 | $74 | 12/31/2023 |
| BSEP | 2,008 | $74 | 12/31/2023 |
| Orion Capital Management LLC | 1,630 | $60 | 12/31/2023 |
| BSEP | 1,630 | $60 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 1,000 | $37 | 12/31/2023 |
| BSEP | 1,000 | $37 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 491 | $18 | 12/31/2023 |
| BSEP | 491 | $18 | 12/31/2023 |
| CWM LLC | 109 | $4 | 03/31/2024 |
| BSEP | 109 | $4 | 03/31/2024 |
| US Bancorp DE | 59 | $2 | 12/31/2023 |
| BSEP | 59 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| BSEP | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BSEP
See Details: Top 10 Hedge Funds Holding BSEP
Also See: BSEP Holdings Changes
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