BEXIL INVESTMENT TRUSTBXSY— Latest position per institution from SEC 13F filings
15
Institutional holders
831.95K
Total shares held
12.87M
Estimated value
415.97K
Avg. position size
ATLAS WEALTH LLC
CIK 1964106
Shares
751.47K
Value
12.87M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
80.48K
Value
1.04K
Filed
Mar 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ATLAS WEALTH LLC | 1964106 | 751.47K | 12.87M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 80.48K | 1.04K | Mar 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.