Who Owns 0 (BSSX)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $81.8M of 0 (BSSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($7.5M), Atlantic Union Bankshares Corp ($6.0M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($5.7M), BANK OF AMERICA CORP /DE/ ($5.1M), RAYMOND JAMES FINANCIAL INC ($4.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$7.5M291,269Added
2Atlantic Union Bankshares Corp$6.0M233,605Added
3CONFLUENCE INVESTMENT MANAGEMENT LLC$5.7M220,399Trimmed
4BANK OF AMERICA CORP /DE/$5.1M197,195Added
5RAYMOND JAMES FINANCIAL INC$4.3M168,398Trimmed
6PRECEDENT WEALTH PARTNERS, LLC$4.0M156,010Added
7Kestra Advisory Services, LLC$3.9M152,003Trimmed
8HighTower Advisors, LLC$3.5M134,180Added
9Hills Bank & Trust Co$3.5M133,998Added
10Legacy Private Trust Co.$2.9M112,436Added
11Envision Financial Planning, LLC$2.8M108,391Added
12Sequoia Financial Advisors, LLC$2.6M101,789Trimmed
13Invesco Ltd.$2.3M90,969Added
14MORGAN STANLEY$2.3M90,685Added
15Clark Asset Management, LLC$1.3M51,238Added
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M50,877Added
17Lido Advisors, LLC$1.3M50,600Hold
18OSAIC HOLDINGS, INC.$1.2M47,579Added
19ENVESTNET ASSET MANAGEMENT INC$1.2M47,011Added
20Key Financial Inc$1.2M45,809Added
21STIFEL FINANCIAL CORP$1.2M44,721Trimmed
22AMERIPRISE FINANCIAL INC$1.0M38,870Added
23JANE STREET GROUP, LLC$999,66038,739Added
24Jacobi Capital Management LLC$985,06538,173Added
25UBS Group AG$934,14136,200Added

来源：SEC 13F 申报文件 · 截至 2026-06-30