Who owns BSMC?
Brandes U.S. Small-Mid Cap Value ETF · Brandes
22 institutions reported holding BSMC, worth $157.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield, MI | $127.6M | 3,276,143 | −12,606 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.4M | 215,980 | +43,594 shares |
| Bleakley Financial Group, LLC | Parsippany, NJ | $7.7M | 197,433 | −10,661 shares |
| Nuveen, LLC | Charlotte, NC | $4.7M | 121,028 | New position |
| Stephens Inc. | Little Rock, AR | $1.6M | 40,045 | New position |
| One Plus One Wealth Management, LLC | Jupiter, FL | $1.3M | 32,854 | −15,964 shares |
| Nautilus Advisors LLC | La Jolla, CA | $1.3M | 31,760 | +4,364 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.1M | 27,987 | −17,756 shares |
| Stifel Financial Corp. | St. Louis, MO | $1.0M | 25,700 | +9,995 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $606K | 15,561 | −1,327 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BSMC?
22 institutional managers reported holding BSMC in Form 13F filings for June 30, 2026, worth $157.9M in total. The largest reported position was held by Hantz Financial Services, Inc., at $127.6M.
Did institutions buy or sell BSMC last quarter?
Reported 13F value rose 13.1% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BSMC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.