BXSY · Bexil Investment Trust
$17.00
+0.29 (+1.74%)
At close · Jul 28
Market Cap
$219.94M
Shares
12.94M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 4
Total Value: $20,925,765
Total Shares: 1,295,230
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 3 13F filersTop Holder
77.4%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
6,437
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Atlas Wealth LLC | $12,872,681 | 61.52% | 751,470 | Shares | Sole | 2026-07-28 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6,235,913 | 29.80% | 421,061 | Shares | Sole | 2021-08-05 | ||||
| Mid SIT INVESTMENT ASSOCIATES INC | $1,684,622 | 8.05% | 113,749 | Shares | Sole | 2021-08-13 | ||||
| Large Steward Partners Investment Advisory, LLC | $132,549 | 0.63% | 8,950 | Shares | Sole | 2021-08-13 | ||||
| No holders match your search. | ||||||||||