BRANDES US SMALL-MID CAP VAL (BSMC) Institutional Ownership and Insiders Activity

BRANDES US SMALL-MID CAP VAL (BSMC) is widely held by institutional investors, with 24 firms reporting positions valued at approximately $161.57M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Hantz Financial Services, Inc. is the largest disclosed holder, reporting approximately $127.62M in BSMC holdings in its latest filing.

Institutional ownership remains highly concentrated, with Hantz Financial Services, Inc. representing the majority of disclosed value.

Institutional Holders

24

Total Reported Value

$161.57M

Largest Holder

Hantz Financial Services, Inc.

Largest Position

$127.62M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

10

Funds Exiting Positions

3