BEXIL INVESTMENT TRUST (BXSY) Institutional Ownership and Insiders Activity
BEXIL INVESTMENT TRUST (BXSY) is widely held by institutional investors, with 2 firms reporting positions valued at approximately $12.88M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Atlas Wealth Llc is the largest disclosed holder, reporting approximately $12.87M in BXSY holdings in its latest filing.
Institutional ownership remains highly concentrated, with Atlas Wealth Llc representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$12.88M
Largest Holder
Atlas Wealth Llc
Largest Position
$12.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Atlas Wealth Llc$12.87M
- Ancora Advisors Llc$5,138