NEW HAVEN, CT
BASANITE, INC.BASA— Latest position per institution from SEC 13F filings
15
Institutional holders
3.67M
Total shares held
82.19M
Estimated value
183.74K
Avg. position size
MID-AMERICAN WEALTH ADVISORY GROUP, INC.
CIK 1911264
Shares
1.81M
Value
45.51M
Filed
Jun 30, 2026
AE WEALTH MANAGEMENT LLC
CIK 1697723
Shares
970.60K
Value
21.31M
Filed
Mar 31, 2026
AUTHENTIKOS WEALTH ADVISORY, LLC
CIK 1967054
Shares
183.58K
Value
4.03M
Filed
Mar 31, 2026
BARD FINANCIAL SERVICES, INC.
CIK 1850858
Shares
148K
Value
1.58K
Filed
Jun 30, 2024
B.O.S.S. RETIREMENT ADVISORS, LLC
CIK 1964810
Shares
60.12K
Value
1.32M
Filed
Mar 31, 2026
HOWARD BAILEY SECURITIES, LLC
CIK 2043986
Shares
57.02K
Value
1.25M
Filed
Mar 31, 2026
ELEVATED CAPITAL ADVISORS, LLC
CIK 1802387
Shares
47.66K
Value
1.05M
Filed
Mar 31, 2026
AEGIS WEALTH MANAGEMENT, INC.
CIK 2096565
Shares
43.33K
Value
1.09M
Filed
Jun 30, 2026
GREAT LAKES RETIREMENT, INC.
CIK 1801667
Shares
42.83K
Value
940.14K
Filed
Mar 31, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
39.67K
Value
987.49K
Filed
Dec 31, 2025
WELLMENT FINANCIAL
CIK 1940000
Shares
33.73K
Value
740.35K
Filed
Mar 31, 2026
KENDALL CAPITAL MANAGEMENT
CIK 1731372
Shares
31K
Value
787.00
Filed
Mar 31, 2026
INTEGRATED WEALTH MANAGEMENT
CIK 2113155
Shares
30.94K
Value
679.18K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
29.66K
Value
651.15K
Filed
Mar 31, 2026
SMART WEALTH LLC
CIK 2044723
Shares
29.46K
Value
646.78K
Filed
Mar 31, 2026
LIFEWEALTH INVESTMENTS, LLC
CIK 2033794
Shares
25.57K
Value
561.16K
Filed
Mar 31, 2026
POM INVESTMENT STRATEGIES, LLC
CIK 1906322
Shares
25.26K
Value
554.55K
Filed
Mar 31, 2026
VIRTUE CAPITAL MANAGEMENT, LLC
CIK 1729985
Shares
25K
Value
860.00
Filed
Sep 30, 2025
CENTENNIAL ADVISORS, LLC
CIK 1951376
Shares
22.10K
Value
485.12K
Filed
Mar 31, 2026
EVOLUTION WEALTH MANAGEMENT INC.
CIK 2010029
Shares
17.68K
Value
388.04K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 1911264 | 1.81M | 45.51M | Jun 30, 2026 |
| 2 | AE WEALTH MANAGEMENT LLC | 1697723 | 970.60K | 21.31M | Mar 31, 2026 |
| 3 | AUTHENTIKOS WEALTH ADVISORY, LLC | 1967054 | 183.58K | 4.03M | Mar 31, 2026 |
| 4 | BARD FINANCIAL SERVICES, INC. | 1850858 | 148K | 1.58K | Jun 30, 2024 |
| 5 | B.O.S.S. RETIREMENT ADVISORS, LLC | 1964810 | 60.12K | 1.32M | Mar 31, 2026 |
| 6 | HOWARD BAILEY SECURITIES, LLC | 2043986 | 57.02K | 1.25M | Mar 31, 2026 |
| 7 | ELEVATED CAPITAL ADVISORS, LLC | 1802387 | 47.66K | 1.05M | Mar 31, 2026 |
| 8 | AEGIS WEALTH MANAGEMENT, INC. | 2096565 | 43.33K | 1.09M | Jun 30, 2026 |
| 9 | GREAT LAKES RETIREMENT, INC. | 1801667 | 42.83K | 940.14K | Mar 31, 2026 |
| 10 | CITADEL ADVISORS LLC | 1423053 | 39.67K | 987.49K | Dec 31, 2025 |
| 11 | WELLMENT FINANCIAL | 1940000 | 33.73K | 740.35K | Mar 31, 2026 |
| 12 | KENDALL CAPITAL MANAGEMENT | 1731372 | 31K | 787.00 | Mar 31, 2026 |
| 13 | INTEGRATED WEALTH MANAGEMENT | 2113155 | 30.94K | 679.18K | Mar 31, 2026 |
| 14 | MORGAN STANLEY | 895421 | 29.66K | 651.15K | Mar 31, 2026 |
| 15 | SMART WEALTH LLC | 2044723 | 29.46K | 646.78K | Mar 31, 2026 |
| 16 | LIFEWEALTH INVESTMENTS, LLC | 2033794 | 25.57K | 561.16K | Mar 31, 2026 |
| 17 | POM INVESTMENT STRATEGIES, LLC | 1906322 | 25.26K | 554.55K | Mar 31, 2026 |
| 18 | VIRTUE CAPITAL MANAGEMENT, LLC | 1729985 | 25K | 860.00 | Sep 30, 2025 |
| 19 | CENTENNIAL ADVISORS, LLC | 1951376 | 22.10K | 485.12K | Mar 31, 2026 |
| 20 | EVOLUTION WEALTH MANAGEMENT INC. | 2010029 | 17.68K | 388.04K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.