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Stephens Inc’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Stephens Inc’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Buy
+40,045
New +$1.52M 0.02% 564

Other funds holding BSMC

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Stephens Inc's BSMC Position: Q2 2026 in Review

Stephens Inc opened a new position in Brandes US Small-Mid Cap Value ETF (BSMC) in Q2 2026: 40,045 shares worth $1.56M. The stake represents 0.02% of the portfolio and ranks #564 among its holdings.

9 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • Stephens Inc held 40,045 shares of Brandes US Small-Mid Cap Value ETF worth $1.56M as of Q2 2026.
  • Brandes US Small-Mid Cap Value ETF was a new Stephens Inc position in Q2 2026.
  • Brandes US Small-Mid Cap Value ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #564 holding.
  • 9 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.