BSMC Institutional Ownership & Shareholders
BRANDES US SMALL-MID CAP VAL (BSMC) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $161.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hantz Financial Services, Inc. is currently the largest disclosed institutional shareholder of BSMC tracked by InsiderSet, reporting ownership valued at approximately $127.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $132.73M, representing an estimated gain of +4.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed BSMC value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., Royal Bank Of Canada, Bleakley Financial Group, Llc, and several other long-term asset managers with concentrated positions in BRANDES US SMALL-MID CAP VAL (BSMC).
This page ranks the largest institutional BSMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
23
Total Reported Value
$161.40M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$127.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1.73% | 3,276,143 | $127,624,000 | $132,726,381 | +$5,102,381 | +4.00% | |
| Royal Bank Of Canada | 0.00% | 215,980 | $8,414,000 | $8,749,998 | +$335,998 | +3.99% | |
| Bleakley Financial Group, Llc | 0.10% | 197,433 | $7,691,129 | $7,998,603 | +$307,474 | +4.00% | |
| Nuveen, Llc | 0.00% | 121,028 | $4,714,731 | $4,903,207 | +$188,476 | +4.00% | |
| Brooklyn Investment Group | 0.12% | 101,860 | $3,684,765 | $4,126,654 | +$441,889 | +11.99% | |
| Stephens Inc | 0.02% | 40,045 | $1,559,981 | $1,622,343 | +$62,362 | +4.00% | |
| One Plus One Wealth Management, Llc | 0.53% | 33,308 | $1,256,071 | $1,349,407 | +$93,336 | +7.43% | |
| Nautilus Advisors Llc | 0.73% | 32,100 | $1,210,509 | $1,300,467 | +$89,958 | +7.43% | |
| Susquehanna International Group, Llp | 0.00% | 27,987 | $1,090,253 | $1,133,837 | +$43,584 | +4.00% | |
| Stifel Financial Corp | 0.00% | 25,700 | $1,001,161 | $1,041,184 | +$40,023 | +4.00% | |
| Raymond James Financial Inc | 0.00% | 15,561 | $606,190 | $630,423 | +$24,233 | +4.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 13,060 | $508,761 | $529,100 | +$20,339 | +4.00% | |
| Citadel Advisors Llc | 0.00% | 9,927 | $386,713 | $402,173 | +$15,460 | +4.00% | |
| Jane Street Group, Llc | 0.00% | 8,528 | $332,214 | $345,495 | +$13,281 | +4.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,162 | $270,100 | $290,154 | +$20,054 | +7.42% | |
| Envestnet Asset Management Inc | 0.00% | 6,161 | $240,006 | $249,601 | +$9,595 | +4.00% | |
| Benjamin Edwards Inc | 0.00% | 5,863 | $228,328 | $237,528 | +$9,200 | +4.03% | |
| Truist Financial Corp | 0.00% | 5,751 | $216,875 | $232,990 | +$16,115 | +7.43% | |
| Osaic Holdings, Inc. | 0.00% | 3,266 | $127,238 | $132,315 | +$5,077 | +3.99% | |
| Farther Finance Advisors, Llc | 0.00% | 2,971 | $112,039 | $120,364 | +$8,325 | +7.43% | |
| Fifth Third Bancorp | 0.00% | 1,866 | $72,692 | $75,597 | +$2,905 | +4.00% | |
| Ubs Group Ag | 0.00% | 945 | $36,813 | $38,285 | +$1,472 | +4.00% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 427 | $15,447 | $17,299 | +$1,852 | +11.99% |
Frequently asked questions about BSMC
Who are the largest institutional holders of BSMC?
The largest institutional holders of BSMC reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., Royal Bank Of Canada, Bleakley Financial Group, Llc, Nuveen, Llc, and Brooklyn Investment Group. InsiderSet ranks institutional holders by their latest reported BSMC position.
What is BSMC institutional ownership?
This page tracks BSMC positions reported by institutional investment managers through SEC Form 13F. BRANDES US SMALL-MID CAP VAL (BSMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSMC?
InsiderSet currently tracks 23 institutional managers reporting BSMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSMC shareholders.
How much BSMC stock do institutions own?
Institutional investment managers disclosed approximately $161.40M in BSMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSMC institutional ownership last updated?
The latest BSMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSMC position after the reporting date.
Are institutions buying or selling BSMC?
Institutional buying and selling can be analyzed by comparing BSMC positions across consecutive 13F reporting periods. InsiderSet's BSMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMC ownership changes.
How has BSMC institutional ownership changed over time?
InsiderSet tracks BSMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.