BXSY · Bexil Investment Trust · Holdings
Market Cap
$233.63M
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.
Holders: 1
Total Value: $12,872,681
Total Shares: 751,470
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2021Top Holder
100.0%
+22.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+3,563
Quarterly Activity
vs Jun 30, 2021
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
-2
Institutional value:
+59.8%
Shares held:
+38.2%
Top New Positions
vs Jun 30, 2021| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Atlas Wealth LLC | 751,470 | $12,872,681 |
Top Sold-Out Positions
vs Jun 30, 2021| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 421,061 | $6,235,913 | |
| Mid SIT INVESTMENT ASSOCIATES INC | 113,749 | $1,684,622 | |
| Large Steward Partners Investment Advisory, LLC | 8,950 | $132,549 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Atlas Wealth LLC | $12,872,681 | 100.00% | 751,470 | Shares | 2026-07-28 |