BXSY Institutional Ownership & Shareholders
BEXIL INVESTMENT TRUST (BXSY) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.88M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Atlas Wealth Llc is currently the largest disclosed institutional shareholder of BXSY tracked by InsiderSet, reporting ownership valued at approximately $12.87M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BXSY value among the investors covered in this analysis. Major shareholders include Atlas Wealth Llc, Ancora Advisors Llc, and several other long-term asset managers with concentrated positions in BEXIL INVESTMENT TRUST (BXSY).
This page ranks the largest institutional BXSY 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
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
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atlas Wealth Llc | 1.83% | 751,470 | $12,869,948 | — | — | — | |
| Ancora Advisors Llc | 0.00% | 300 | $5,138 | — | — | — |
Frequently asked questions about BXSY
Who are the largest institutional holders of BXSY?
The largest institutional holders of BXSY reported in the latest SEC Form 13F filings include Atlas Wealth Llc and Ancora Advisors Llc. InsiderSet ranks institutional holders by their latest reported BXSY position.
What is BXSY institutional ownership?
This page tracks BXSY positions reported by institutional investment managers through SEC Form 13F. BEXIL INVESTMENT TRUST (BXSY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BXSY?
InsiderSet currently tracks 2 institutional managers reporting BXSY 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 BXSY shareholders.
How much BXSY stock do institutions own?
Institutional investment managers disclosed approximately $12.88M in BXSY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BXSY institutional ownership last updated?
The latest BXSY 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 BXSY 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 BXSY position after the reporting date.
Are institutions buying or selling BXSY?
Institutional buying and selling can be analyzed by comparing BXSY positions across consecutive 13F reporting periods. InsiderSet's BXSY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BXSY ownership changes.
How has BXSY institutional ownership changed over time?
InsiderSet tracks BXSY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.