Position in BST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$563,388
+$152,815 QoQ
Shares Held
11,110
-1.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BST Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $90,917,338 across 61 Asset Management names. BST ranks #30 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
385,386 | $33,824,331 | |
| 2 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 3 | STT |
State Street Corp
|
103,986 | $5,792,634 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 5 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 7 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 8 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 |
All Filings in BST
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,388 | 11,110 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $410,573 | 11,295 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $490,331 | 12,095 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $591,241 | 14,295 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $543,731 | 14,245 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $445,859 | 13,515 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $397,224 | 10,865 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $342,527 | 9,665 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $331,972 | 8,815 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $286,683 | 7,765 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $241,173 | 7,165 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $219,084 | 6,975 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||