BRANDES US SMALL-MID CAP VAL (BSMC) Institutional Ownership Changes & 13F Activity
BRANDES US SMALL-MID CAP VAL (BSMC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Nuveen, Llc, Brooklyn Investment Group, Royal Bank Of Canada, Stephens Inc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +9,927 | — | 9,927 | $386.71K | Q2 2026 | Sep 02, 2026 |
| Royal Bank Of Canada | Buy | +43,594 | +25.3% | 215,980 | $8.41M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -17,756 | -38.8% | 27,987 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -12,535 | -59.5% | 8,528 | $332.21K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,327 | -7.9% | 15,561 | $606.19K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +47 | +1.5% | 3,266 | $127.24K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +13,060 | — | 13,060 | $508.76K | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Sell | -12,606 | -0.4% | 3,276,143 | $127.62M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -40 | -4.1% | 945 | $36.81K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +9,995 | +63.6% | 25,700 | $1.00M | Q2 2026 | Aug 12, 2026 |
| Nuveen, Llc | Buy | +121,028 | — | 121,028 | $4.71M | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, Llc | Sell | -10,661 | -5.1% | 197,433 | $7.69M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -109 | -5.5% | 1,866 | $72.69K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +6,161 | — | 6,161 | $240.01K | Q2 2026 | Aug 03, 2026 |
| Stephens Inc | Buy | +40,045 | — | 40,045 | $1.56M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +7,155 | — | 7,155 | $278.71K | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +5,657 | — | 5,657 | $220.37K | Q2 2026 | Jul 28, 2026 |
| Wedbush Securities Inc | Buy | +5,150 | — | 5,150 | $201.00K | Q2 2026 | Jul 28, 2026 |
| Benjamin Edwards Inc | Buy | +5,863 | — | 5,863 | $228.33K | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | Buy | +97 | — | 97 | $3.79K | Q2 2026 | Jul 21, 2026 |
| Nautilus Advisors Llc | Buy | +4,364 | +15.9% | 31,760 | $1.25M | Q2 2026 | Jul 14, 2026 |
| One Plus One Wealth Management, Llc | Sell | -15,964 | -32.7% | 32,854 | $1.28M | Q2 2026 | Jul 13, 2026 |
| Flow Traders U.S. Llc | Sell | -5,721 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Sell | -427 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Brooklyn Investment Group | Sell | -101,860 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
Frequently asked questions about BSMC activity
Which institutional owners are buying BSMC?
Institutional owners buying BSMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BSMC activity?
"Buy" means an investor increased their reported position in BSMC compared to the prior reporting period. This reflects growing exposure to BRANDES US SMALL-MID CAP VAL (BSMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSMC increasing?
Institutional interest in BSMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.