BXSY · Bexil Investment Trust · Shareholders & Ownership
Every disclosed holder of BXSY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BXSY
13F quarter Jun 30, 2026No chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 751,770 | — |
| Insiders (Forms 3, 4, 5) | 359,962 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 588,196 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BXSY
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Bexil Securities LLC
13D
CIK 1510001 · Unknown · Jul 29, 2026
Item 4 purpose: Passive investment
not summed
|
879,274 | ||
| 2 |
Atlas Wealth LLC
13F
CIK 1964106 · Registered investment adviser · Jun 30, 2026
|
751,470 | ||
| 3 |
Special Opportunities Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Special Opportunities Fund, Inc., not summed
|
350,673 | ||
| 4 |
|
324,582 | ||
| 5 |
Matisse Discounted Closed-End Fund Strategy
Fund
S000038548 · Registered fund · Jun 30, 2026
Starboard Investment Trust, not summed
|
141,063 | ||
| 6 |
Calamos CEF Income & Arbitrage ETF
Fund
S000083148 · Registered fund · Jul 31, 2026
Calamos ETF Trust, not summed
|
69,135 | ||
| 7 |
Saba Closed-End Funds ETF
Fund
S000056657 · Registered fund · May 31, 2026
Exchange Listed Funds Trust, not summed
|
27,325 | ||
| 8 |
|
24,680 | ||
| 9 |
|
10,700 | ||
| 10 |
Ancora Advisors LLC
13F
CIK 1446114 · Registered investment adviser · Jun 30, 2026
|
300 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.