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Institutions Holding BSMU (94 holders)

94 institutions currently hold BSMU, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
WELLS FARGO & COMPANY/MN$11.3M0.00%
Hills Bank & Trust Co$10.1M0.49%
LPL Financial LLC$9.5M0.00%
MORGAN STANLEY$7.4M0.00%
Invesco Ltd.$7.2M0.00%
UBS Group AG$6.5M0.00%
Stratos Wealth Advisors, LLC$6.4M0.40%
BANK OF AMERICA CORP /DE/$5.8M0.00%
RAYMOND JAMES FINANCIAL INC$5.0M0.00%
HighTower Advisors, LLC$4.6M0.00%
Atlantic Union Bankshares Corp$4.4M0.08%
Lido Advisors, LLC$4.4M0.01%
PRECEDENT WEALTH PARTNERS, LLC$4.1M0.81%
CENTRAL VALLEY ADVISORS, LLC$3.9M1.08%
MONECO ADVISORS, LLC$3.5M0.28%
Legacy Private Trust Co.$3.2M0.20%
Kestra Advisory Services, LLC$2.8M0.01%
CONFLUENCE INVESTMENT MANAGEMENT LLC$2.7M0.04%
JONES FINANCIAL COMPANIES LLLP$2.6M0.00%
Parkway Wealth Management Group, LLC$2.5M0.31%
Key Financial Inc$2.5M0.44%
ENVESTNET ASSET MANAGEMENT INC$2.3M0.00%
Insight Wealth Partners, LLC$2.3M0.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M0.00%
AE Wealth Management LLC$2.0M0.01%
Clark Asset Management, LLC$1.9M0.18%
Envision Financial Planning, LLC$1.8M0.63%
COMMONWEALTH EQUITY SERVICES, LLC$1.5M0.00%
Coastline Complete Wealth LLC$1.5M0.94%
Asset Dedication, LLC$1.5M0.10%
OSAIC HOLDINGS, INC.$1.5M0.00%
VestGen Advisors, LLC$1.4M0.04%
MML INVESTORS SERVICES, LLC$1.2M0.00%
SIGNATUREFD, LLC$1.1M0.02%
Integrated Wealth Concepts LLC$1.1M0.01%
HUNTINGTON NATIONAL BANK$998.2K0.01%
Willis Johnson & Associates, Inc.$982.1K0.06%
CAPTRUST FINANCIAL ADVISORS$943.0K0.00%
FOURPATH CAPITAL MANAGEMENT, LLC$872.5K0.13%
Sarver Vrooman Wealth Advisors$849.3K0.52%
AlphaStar Capital Management, LLC$783.5K0.06%
Paulson Wealth Management Inc.$747.6K0.18%
Marietta Wealth Management, LLC$712.1K0.08%
STIFEL FINANCIAL CORP$710.7K0.00%
HOWARD WEALTH MANAGEMENT, LLC$671.5K0.28%
Addison Advisors LLC$655.7K0.14%
HARBOUR INVESTMENTS, INC.$625.3K0.01%
Sequoia Financial Advisors, LLC$616.1K0.00%
Meridian Wealth Management, LLC$597.9K0.02%
ROYAL BANK OF CANADA$563.0K0.00%
Horizons Wealth Management$556.1K0.36%
TLWM$520.1K0.09%
NESTEGG ADVISORS, INC.$509.9K0.45%
Sanctuary Advisors, LLC$505.0K0.00%
Heritage Trust Co$469.5K0.05%
Jacobi Capital Management LLC$423.8K0.02%
Cetera Investment Advisers$380.0K0.00%
JANE STREET GROUP, LLC$378.0K0.00%
Cambridge Financial Group, LLC$371.8K0.13%
Hobbs Group Advisors, LLC$362.9K0.11%
Wingate Wealth Advisors, Inc.$362.0K0.19%
Accurate Wealth Management, LLC$327.8K0.04%
Kohmann Bosshard Financial Services, LLC$310.4K0.03%
Capital Analysts, LLC$299.0K0.01%
Wealthcare Advisory Partners LLC$298.3K0.01%
CVFG LLC$291.0K0.04%
Beacon Pointe Advisors, LLC$251.6K0.00%
Cambridge Investment Research Advisors, Inc.$240.0K0.00%
World Investment Advisors$238.7K0.00%
Vestmark Advisory Solutions, Inc.$238.7K0.00%
Avior Wealth Management, LLC$232.0K0.01%
HUB Investment Partners, LLC$227.8K0.01%
Prospera Financial Services Inc$227.2K0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$217.1K0.01%
Opulen Financial Group LLC$215.3K0.15%
COOKSON PEIRCE & CO INC$204.8K0.01%
Gradient Capital Advisors, LLC$204.6K0.05%
CGN Advisors LLC$204.3K0.02%
MIDLAND WEALTH ADVISORS, LLC$200.6K0.01%
Crews Bank & Trust$198.7K0.03%
YANKCOM Partnership$172.3K0.07%
Knights of Columbus Asset Advisors LLC$164.7K0.01%
NorthAvenue LLC$148.0K0.12%
Anchor Investment Management, LLC$141.8K0.01%
Ascentis Independent Advisors$139.6K0.01%
First Command Advisory Services, Inc.$129.5K0.00%
Aptus Capital Advisors, LLC$127.5K0.00%
Larson Financial Group LLC$126.8K0.00%
Farther Finance Advisors, LLC$121.9K0.00%
HARBOR INVESTMENT ADVISORY, LLC$30.5K0.00%
IFP Advisors, Inc$29.7K0.00%
PNC FINANCIAL SERVICES GROUP, INC.$23.2K0.00%
WFA of San Diego, LLC$22.1K0.02%
Trust Co$9.3K0.00%
Institutions Holding BSMU (94 holders) | AlphaSMO