HoldingsChannel.com
On this page, we present all of the funds holding BSMT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSMT, with a link to that fund's top holdings. The next columns indicate the amount of BSMT stock held by each of the funds holding BSMT, followed by the BSMT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 47 funds holding BSMT 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 BSMT), click the fund name in the "Holder" column of the funds-holding-BSMT table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wells Fargo & Company MN | 285,889 | $6,717 | 12/31/2023 |
| BSMT | 285,889 | $6,717 | 12/31/2023 |
| Hills Bank & Trust Co | 236,215 | $5,550 | 12/31/2023 |
| BSMT | 236,215 | $5,550 | 12/31/2023 |
| Confluence Investment Management LLC | 125,525 | $2,917 | 03/31/2024 |
| BSMT | 125,525 | $2,917 | 03/31/2024 |
| Morgan Stanley | 111,150 | $2,611 | 12/31/2023 |
| BSMT | 111,150 | $2,611 | 12/31/2023 |
| Invesco Ltd. | 90,389 | $2,124 | 12/31/2023 |
| BSMT | 90,389 | $2,124 | 12/31/2023 |
| Sterling Financial Group Inc. | 86,634 | $2,013 | 03/31/2024 |
| BSMT | 86,634 | $2,013 | 03/31/2024 |
| Key Financial Inc | 80,739 | $1,897 | 12/31/2023 |
| BSMT | 80,739 | $1,897 | 12/31/2023 |
| LPL Financial LLC | 73,152 | $1,719 | 12/31/2023 |
| BSMT | 73,152 | $1,719 | 12/31/2023 |
| Atlantic Union Bankshares Corp | 66,237 | $1,539 | 03/31/2024 |
| BSMT | 66,237 | $1,539 | 03/31/2024 |
| Garrett Investment Advisors LLC | 63,927 | $1,486 | 03/31/2024 |
| BSMT | 63,927 | $1,486 | 03/31/2024 |
| Kestra Advisory Services LLC | 62,395 | $1,466 | 12/31/2023 |
| BSMT | 62,395 | $1,466 | 12/31/2023 |
| D.A. Davidson & CO. | 59,407 | $1,396 | 12/31/2023 |
| BSMT | 59,407 | $1,396 | 12/31/2023 |
| Precedent Wealth Partners LLC | 50,131 | $1,165 | 03/31/2024 |
| BSMT | 50,131 | $1,165 | 03/31/2024 |
| UBS Group AG | 46,781 | $1,099 | 12/31/2023 |
| BSMT | 46,781 | $1,099 | 12/31/2023 |
| Bank of America Corp DE | 42,495 | $998 | 12/31/2023 |
| BSMT | 42,495 | $998 | 12/31/2023 |
| Equitable Holdings Inc. | 37,032 | $870 | 12/31/2023 |
| BSMT | 37,032 | $870 | 12/31/2023 |
| Commonwealth Equity Services LLC | 33,783 | $785 | 03/31/2024 |
| BSMT | 33,783 | $785 | 03/31/2024 |
| Envestnet Asset Management Inc. | 32,812 | $771 | 12/31/2023 |
| BSMT | 32,812 | $771 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 33,037 | $768 | 03/31/2024 |
| BSMT | 33,037 | $768 | 03/31/2024 |
| Asset Dedication LLC | 30,578 | $711 | 03/31/2024 |
| BSMT | 30,578 | $711 | 03/31/2024 |
| Advisor Group Holdings Inc. | 29,602 | $695 | 12/31/2023 |
| BSMT | 29,602 | $695 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 27,920 | $656 | 12/31/2023 |
| BSMT | 27,920 | $656 | 12/31/2023 |
| Hobbs Group Advisors LLC | 26,309 | $618 | 12/31/2023 |
| BSMT | 26,309 | $618 | 12/31/2023 |
| Captrust Financial Advisors | 23,366 | $549 | 12/31/2023 |
| BSMT | 23,366 | $549 | 12/31/2023 |
| FF Advisors LLC | 20,575 | $478 | 03/31/2024 |
| BSMT | 20,575 | $478 | 03/31/2024 |
| Horizons Wealth Management | 19,049 | $448 | 03/31/2024 |
| BSMT | 19,049 | $448 | 03/31/2024 |
| Royal Harbor Partners LLC | 18,167 | $427 | 12/31/2023 |
| BSMT | 18,167 | $427 | 12/31/2023 |
| Private Advisor Group LLC | 15,587 | $366 | 12/31/2023 |
| BSMT | 15,587 | $366 | 12/31/2023 |
| Savant Capital LLC | 15,489 | $364 | 12/31/2023 |
| BSMT | 15,489 | $364 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 15,471 | $363 | 12/31/2023 |
| BSMT | 15,471 | $363 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 15,396 | $362 | 12/31/2023 |
| BSMT | 15,396 | $362 | 12/31/2023 |
| Cooksen Wealth LLC | 15,203 | $353 | 03/31/2024 |
| BSMT | 15,203 | $353 | 03/31/2024 |
| Addison Advisors LLC | 13,255 | $311 | 12/31/2023 |
| BSMT | 13,255 | $311 | 12/31/2023 |
| MML Investors Services LLC | 11,717 | $275 | 12/31/2023 |
| BSMT | 11,717 | $275 | 12/31/2023 |
| Raymond James & Associates | 11,771 | $274 | 03/31/2024 |
| BSMT | 11,771 | $274 | 03/31/2024 |
| Tlwm | 11,349 | $264 | 03/31/2024 |
| BSMT | 11,349 | $264 | 03/31/2024 |
| Silverlake Wealth Management LLC | 11,095 | $258 | 03/31/2024 |
| BSMT | 11,095 | $258 | 03/31/2024 |
| Royal Bank of Canada | 10,141 | $238 | 12/31/2023 |
| BSMT | 10,141 | $238 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 7,688 | $181 | 12/31/2023 |
| BSMT | 7,688 | $181 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 3,043 | $71 | 03/31/2024 |
| BSMT | 3,043 | $71 | 03/31/2024 |
| Huntington National Bank | 2,468 | $58 | 12/31/2023 |
| BSMT | 2,468 | $58 | 12/31/2023 |
| Comerica Bank | 1,299 | $31 | 12/31/2023 |
| BSMT | 1,299 | $31 | 12/31/2023 |
| Global Retirement Partners LLC | 1,200 | $28 | 03/31/2024 |
| BSMT | 1,200 | $28 | 03/31/2024 |
| Davis Capital Management | 1,200 | $28 | 03/31/2024 |
| BSMT | 1,200 | $28 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 700 | $16 | 12/31/2023 |
| BSMT | 700 | $16 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 295 | $7 | 03/31/2024 |
| BSMT | 295 | $7 | 03/31/2024 |
| Rise Advisors LLC | 216 | $5 | 03/31/2024 |
| BSMT | 216 | $5 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| BSMT | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BSMT
See Details: Top 10 Hedge Funds Holding BSMT
Also See: BSMT Holdings Changes
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