BSEP — Institutional owners (13F)

108 filers · $128.9M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Outlook Wealth Advisors, LLC $16,877,287 320,071 13.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $11,768,720 223,188 9.13% Shares
OSAIC HOLDINGS, INC. $11,043,035 209,426 8.57% Shares
Cerity Partners LLC $9,257,859 175,571 7.18% Shares
RAYMOND JAMES FINANCIAL INC $4,298,233 81,514 3.33% Shares
Kestra Advisory Services, LLC $3,956,648 75,036 3.07% Shares
HighTower Advisors, LLC $3,630,935 68,859 2.82% Shares
Cetera Investment Advisers $3,628,222 68,808 2.81% Shares
Lantz Financial LLC $3,344,717 63,431 2.59% Shares
ENVESTNET ASSET MANAGEMENT INC $3,220,221 61,070 2.50% Shares
Diligent Investors, LLC $2,739,271 51,949 2.12% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $2,506,626 47,537 1.94% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,231,956 42,328 1.73% Shares
GWN SECURITIES INC. $2,143,685 40,654 1.66% Shares
WealthPLAN Partners, LLC $2,007,958 38,080 1.56% Shares
OLD MISSION CAPITAL LLC $1,896,698 35,970 1.47% Shares
DHJJ Financial Advisors, Ltd. $1,848,978 35,065 1.43% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,813,807 34,398 1.41% Shares
LPL Financial LLC $1,795,720 34,055 1.39% Shares
Snowden Capital Advisors LLC $1,738,824 32,976 1.35% Shares
FSA Advisors, Inc. $1,634,841 31,004 1.27% Shares
MML INVESTORS SERVICES, LLC $1,346,882 25,543 1.04% Shares
Cresset Asset Management, LLC $1,286,274 24,394 1.00% Shares
Maltin Wealth Management, Inc. $1,256,767 23,834 0.97% Shares
Beacon Pointe Advisors, LLC $1,249,912 23,704 0.97% Shares
My Personal CFO, LLC $1,244,955 23,610 0.97% Shares
First Commonwealth Financial Corp /PA/ $1,213,054 23,005 0.94% Shares
Global Assets Advisory, LLC $1,150,313 21,768 0.89% Shares
Brookstone Capital Management $1,107,963 21,012 0.86% Shares
COFG Advisors, LLC $1,095,044 20,767 0.85% Shares
TopTier Wealth Management, LLC $904,900 17,161 0.70% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $862,083 16,349 0.67% Shares
Garden State Investment Advisory Services LLC $839,725 15,925 0.65% Shares
Fragasso Financial Advisors Inc $792,585 15,031 0.61% Shares
Strategic Blueprint, LLC $768,065 14,566 0.60% Shares
Pinnacle Wealth Management Group, Inc. $739,802 14,030 0.57% Shares
Arax Advisory Partners $723,562 13,722 0.56% Shares
Chris Bulman Inc $688,971 13,066 0.53% Shares
Berkshire Money Management, Inc. $668,986 12,687 0.52% Shares
Three Seasons Wealth, LLC $663,871 12,590 0.51% Shares
H D Vest Advisory Services $644,948 14,280 0.50% Shares
WCG Wealth Advisors LLC $642,568 12,186 0.50% Shares
Spire Wealth Management $612,406 11,614 0.48% Shares
Sigma Planning Corp $609,558 11,560 0.47% Shares
Concurrent Investment Advisors, LLC $601,227 11,402 0.47% Shares
Chicago Partners Investment Group LLC $565,312 10,716 0.44% Shares
Bellwether Advisors, LLC $543,224 10,302 0.42% Shares
BCGM Wealth Management, LLC $527,300 10,000 0.41% Shares
PRINCIPAL SECURITIES, INC. $518,283 9,829 0.40% Shares
BCS Wealth Management $516,963 9,804 0.40% Shares
Retirement Planning Group, LLC $477,312 9,052 0.37% Shares
Caliber Wealth Management, LLC / KS $470,510 8,923 0.36% Shares
Vantage Financial Partners, LLC $467,826 9,499 0.36% Shares
CreativeOne Wealth, LLC $467,451 8,865 0.36% Shares
RFG Advisory, LLC $460,913 8,741 0.36% Shares
Lewis Asset Management, LLC $449,787 8,530 0.35% Shares
INTEGRITY ALLIANCE, LLC. $439,346 8,332 0.34% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $431,279 8,179 0.33% Shares
Merit Financial Group, LLC $394,895 7,489 0.31% Shares
Weaver Consulting Group $387,535 7,349 0.30% Shares
Financial Network Wealth Advisors LLC $348,018 6,600 0.27% Shares
Steward Partners Investment Advisory, LLC $346,963 6,580 0.27% Shares
Foundations Investment Advisors, LLC $328,772 6,235 0.26% Shares
IFP Advisors, Inc $318,753 6,045 0.25% Shares
IMG Wealth Management, Inc. $318,595 6,042 0.25% Shares
AE Wealth Management LLC $316,380 6,000 0.25% Shares
Beacon Financial Advisory LLC $307,627 5,834 0.24% Shares
Valtinson Bruner Financial Planning LLC $297,028 5,633 0.23% Shares
Soltis Investment Advisors LLC $292,993 5,556 0.23% Shares
Trek Financial, LLC $288,117 5,464 0.22% Shares
HARBOUR INVESTMENTS, INC. $280,260 5,315 0.22% Shares
Syntegra Private Wealth Group, LLC $275,936 5,233 0.21% Shares
Summit Wealth Partners, LLC $248,516 4,713 0.19% Shares
Kathmere Capital Management, LLC $242,189 4,593 0.19% Shares
Share Andrew L. $230,957 4,380 0.18% Shares
EVOLUTION WEALTH MANAGEMENT INC. $230,272 4,367 0.18% Shares
Focus Financial Network, Inc. $229,165 4,346 0.18% Shares
Compass Financial Services Inc $214,189 4,062 0.17% Shares
Creative Planning $214,189 4,062 0.17% Shares
Ashton Thomas Private Wealth, LLC $177,384 3,364 0.14% Shares
CoreCap Advisors, LLC $155,712 2,953 0.12% Shares
Weaver Capital Management LLC $144,443 3,004 0.11% Shares
WealthShield Partners, LLC $144,427 2,739 0.11% Shares
Global Trust Asset Management, LLC $105,460 2,000 0.08% Shares
Capital Investment Advisory Services, LLC $83,050 1,575 0.06% Shares
Archer Investment Corp $78,884 1,496 0.06% Shares
Continuum Advisory, LLC $72,029 1,366 0.06% Shares
Cape Investment Advisory, Inc. $58,003 1,100 0.04% Shares
Orion Capital Management LLC $57,370 1,088 0.04% Shares
Physician Wealth Advisors, Inc. $55,631 1,055 0.04% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $52,730 1,000 0.04% Shares
AdvisorNet Financial, Inc $42,500 806 0.03% Shares
FIDUCIARY FINANCIAL ADVISORS $33,009 626 0.03% Shares
EverSource Wealth Advisors, LLC $26,945 511 0.02% Shares
Penserra Capital Management LLC $26,216 497,183 0.02% Shares
CHAPMAN FINANCIAL GROUP, LLC $15,819 300 0.01% Shares
ASSETMARK, INC $15,819 300 0.01% Shares
LANARK FINANCIAL, INC. $15,397 292 0.01% Shares
COUNTRY TRUST BANK $4,113 78 0.00% Shares
Noble Wealth Management PBC $4,048 75 0.00% Shares
UBS Group AG $3,322 63 0.00% Shares
Keating Financial Advisory Services, Inc. $3,217 61 0.00% Shares
BARCLAYS PLC $2,004 38 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,194 22,638 0.00% Shares
Wood Tarver Financial Group, LLC $1,135 21,526 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $993 18,836 0.00% Shares
Janney Montgomery Scott LLC $604 11,453 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $105 2 0.00% Shares