BRANDES US SMALL-MID CAP VAL BSMC
$39.43
+0.4% 52w: $30.32 – $39.43
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data30.3234.8739.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
15
+3 QoQ
13F value
$143.2M
+3.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 3.3M | $119.0M | 1.8% | -4.4% |
| Bleakley Financial Group, LLC | Wealth advisor | 208.1K | $7.5M | 0.1% | -9.0% |
| ROYAL BANK OF CANADA | Bank broker | 172.4K | $6.2M | 0.0% | +41.3% |
| Brooklyn Investment Group | Diversified mechanical | 101.9K | $3.7M | 0.1% | +23.7% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 48.8K | $1.8M | 0.7% | -18.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 45.7K | $1.7M | 0.0% | New |
| Nautilus Advisors LLC | Other | 27.4K | $991K | 0.7% | New |
| JANE STREET GROUP, LLC | Market maker | 21.1K | $762K | 0.0% | +234.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 16.9K | $611K | 0.0% | +96.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.7K | $568K | 0.0% | +27.1% |
| FLOW TRADERS U.S. LLC | Market maker | 5.7K | $207K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.2K | $116K | 0.0% | -0.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.0K | $71K | 0.0% | New |
| UBS Group AG | Bank broker | 985 | $36K | 0.0% | +400.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 427 | $15K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.