Inves Bltshrs 2035 Mb ETF
$24.02+0.1%
+$8.4M
Net Activity
+26.56% total shares
Institutions Holding
36
Popularity Rank
#7027
Avg Weight
0.02%
Total Value
$33.6M
36 institutions currently hold BSMZ, with 33 net buyers and 6 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
6
Net Buying Institutions
33
Top 5 by Value
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Across its top 20 institutional holders, BSMZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 29/100).
BSMZ ranks #7027 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
36 institutions disclose a position in BSMZ, but none treat it as a major bet — even Key FInancial Inc, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
IFP Advisors, Inc has added to its BSMZ position for two straight quarters, increasing it by $752.5K to reach $1.2M today.
Confluence Investment Management LLC has trimmed its BSMZ position for two straight quarters, cutting it by $1.2M while still holding $4.4M.
BSMZ is up 0.1% today, and institutions have been net buyers of $8.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$11.4M
Total Buy Value
$1.9M
Total Sell Value
33
Net Buyers
6
Net Sellers
BSMZ
Q2 2026
Top 5 Institutional Movers
+$1.4M
-$1.0M
+$991.9K
+$851.2K
+$601.0K
BSMZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138J353
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Access BSMZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSMZCLI
npx alphasmo stocks get BSMZ