How many institutions own BSM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BSM shares is 199, representing 14.15% of the company's common stock.

Who are the major shareholders selling Black Stone Minerals, L.P. stock?

FIRST TRUST ADVISORS LP, in the last quarter, reduced its stake in BSM by -31.66% restricting it's holding to 284.18 thousand shares of worth nearly $3.78M. LMG WEALTH PARTNERS, LLC also lessened -24.67% of the BSM shares from its portfolio, reducing its holding to 101.82 thousand shares of worth $1.35M. FIDUCIENT ADVISORS LLC also shunned BSM shares holding by -49.17% last quarter which brought its holding to 242.55 thousand shares worth $3.22M.

Investors who are buying BSM stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in BSM by 80.56% in the last quarter. The institutional holder raised its holding to 361.3 thousand shares having worth more than $4.80M. LUMMIS ASSET MANAGEMENT, LP also added 0.67% more shares of BSM to its portfolio, raising its holding to 343.04 thousand shares of worth $4.51M. CHILTON CAPITAL MANAGEMENT LLC also increased its BSM shares holding by 161,369.86% which brought its holding to 337.47 thousand shares worth $4.49M.

BSM's major insiders: who are they?

The insider with the most stakes in BSM is Carter Thomas L Jr , CEO, President, and Chairman at the company. Additionally, BSM stock is highly held by SVP, General Counsel, and Sec Putman Luke Stevens and SVP, Business Development Dorn Holbrook F among others.

Did an insider recently sell BSM stock?

Company executives, directors, and other insiders own 20.61% percent of Black Stone Minerals, L.P.'s stock. Within the last six months, there have been 1 transaction(s) in which BSM insiders have sold stock, totaling 30.28K shares. Insiders that have sold shares include PUTMAN LUKE STEVENS, CLARK CARRIE PEARSON, and SMAJSTRLA DAWN.

Which insider recently purchased BSM stock?

There have been 0 transaction(s) during the past 6-months in which Black Stone Minerals, L.P. insiders have bought stock, totalling 0 shares

How much of BSM does insiders own?

Around 761.42K Black Stone Minerals, L.P. shares are held by insiders, which represents about 20.61% of BSM stock.

Who is the insider with the largest stake?

BSM CEO, President, and Chairman, Carter Thomas L Jr holds the largest portfolio of the company's shares. BSM shares owned by Carter total nearly 3.51 million.

Which institution holds the most shares in BSM?

REGIONS FINANCIAL CORP is the largest institutional owner in BSM which holds 390.5 thousand shares worth $5.19M or 0.18% of the total BSM shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 361.3 thousand shares representing 0.17% of the BSM ownership. LUMMIS ASSET MANAGEMENT, LP is the third largest stakeholder with 343.04 thousand shares or 0.16% of the ownership worth more than $4.51M.

Is Black Stone Minerals, L.P. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BSM is concerned, it is a stock which is optionable.

Is there a short position on BSM's shares?

Number of BSM shares short is 3.32M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BSM shares are there?

As of today, 211.85M shares of BSM are outstanding.

Is there many float in BSM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BSM has 173.88M shares in float.

BSM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BSM is 6.3.

Black Stone Minerals LP (BSM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.57

Short Percent Of Float1.9

Shares Outstanding211.85M

Shares Float173.88M

Shares Short3.32M

Short Ratio6.3

1.9%

Short % of Float

1.57%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

20.61% Percentage of Shares held by All Insiders

14.15% Percentage of Shares held by All Institutions

17.83% Percentage of Float held by Institutions

199

Number of Institutions Holding Shares

Institutional Ownership

About 14.15% of BSM shares are held by financial institutions. REGIONS FINANCIAL CORP is the top corporate investor, holding 390.5K shares valued at $5.19M. A 0.18% stake in Black Stone Minerals, L.P. is owned by the company. WELLS FARGO & COMPANY/MN owns 361.3K shares valued at $4.80M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	REGIONS FINANCIAL CORP	0.18%	390.5K	5.19M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.17%	361.3K	4.8M	161.2K	+80.56%
Dec 31, 2025	LUMMIS ASSET MANAGEMENT, LP	0.16%	343.04K	4.51M	2.28K	+0.67%
Dec 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.16%	337.47K	4.49M	337.26K	+161,369.86%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.14%	300K	3.99M	300K	+100.00%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.13%	284.18K	3.78M	-131.65K	-31.66%
Dec 31, 2025	PEAK6 LLC	0.09%	200K	2.66M	200K	+100.00%
Dec 31, 2025	MCDANIEL TERRY & CO	0.06%	119.99K	1.59M	0	0
Dec 31, 2025	LMG WEALTH PARTNERS, LLC	0.05%	101.82K	1.35M	-33.34K	-24.67%
Dec 31, 2025	FIDUCIENT ADVISORS LLC	0.11%	242.55K	3.22M	-234.64K	-49.17%
Dec 31, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.27%	580.72K	7.72M	0	0
Dec 31, 2025	KEMPNER CAPITAL MANAGEMENT INC.	0.21%	439.3K	6.19M	-142.83K	-24.54%
Dec 31, 2025	MORGAN STANLEY	3.36%	7.11M	94.46M	2.58M	+57.08%
Dec 31, 2025	WILLIAM MARSH RICE UNIVERSITY	2.68%	5.66M	75.27M	0	0
Dec 31, 2025	AVENIR CORP	0.03%	73.9K	982.13K	0	0
Dec 31, 2025	GRUSS & CO., LLC	0.03%	71.02K	943.8K	0	0
Dec 31, 2025	ICON WEALTH ADVISORS, LLC	0.03%	69.8K	927.69K	282	+0.41%
Dec 31, 2025	FMR LLC	0.89%	1.88M	25M	1.88M	+100.00%
Dec 31, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.04%	82.53K	1.1M	0	0
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.07%	151.24K	2.01M	-7.4K	-4.66%
Dec 31, 2025	FAYEZ SAROFIM & CO	0.25%	539.35K	7.17M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	605.07K	8.04M	-3.58K	-0.59%
Dec 31, 2025	UBS GROUP AG	0.29%	613.11K	8.15M	52.42K	+9.35%
Dec 31, 2025	SABER CAPITAL MANAGMENT, LLC	0.3%	631.22K	8.39M	631.22K	+100.00%
Dec 31, 2025	NATIXIS	0.75%	1.58M	21M	122.9K	+8.44%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.03%	2.18M	28.91M	-424.75K	-16.34%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.03%	63.21K	840.11K	-3.8K	-5.68%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	406.43K	5.4M	3.88K	+0.96%
Dec 31, 2025	NORTHERN TRUST CORP	0.14%	298.16K	3.96M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	219.46K	2.92M	31.02K	+16.46%
Dec 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.08%	177.49K	2.36M	0	0
Dec 31, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.07%	147.85K	1.96M	0	0
Dec 31, 2025	NORTHWESTERN UNIVERSITY	0.51%	1.09M	15.67M	1.09M	+100.00%
Dec 31, 2025	BROWN ADVISORY INC	0.41%	878K	11.67M	-8.93K	-1.01%
Dec 31, 2025	ING GROEP NV	0.34%	728.6K	9.68M	218.9K	+42.95%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	598.66K	7.96M	1.81K	+0.30%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.1%	207.37K	2.76M	121.04K	+140.22%
Dec 31, 2025	CITIGROUP INC	0.36%	754.55K	10.03M	407.35K	+117.32%
Dec 31, 2025	MUDITA ADVISORS LLP	0.36%	760.88K	10.11M	0	0
Dec 31, 2025	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0.9%	1.9M	25.28M	-32.32K	-1.67%
Dec 31, 2025	PENN DAVIS MCFARLAND INC	0.93%	1.97M	26.15M	48.68K	+2.54%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	86.28K	1.15M	85K	+6,640.63%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.04%	89.06K	1.18M	-2.19K	-2.40%
Dec 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.04%	92.06K	1.22M	-15	-0.02%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	93.57K	1.24M	-23	-0.02%
Dec 31, 2025	O'BRIEN GREENE & CO. INC	0.05%	100K	1.33M	0	0
Dec 31, 2025	RAHLFS CAPITAL, LLC	0.05%	100.06K	1.33M	145	+0.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	120.92K	1.61M	-17.53K	-12.66%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.06%	126.43K	1.68M	85.96K	+212.39%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.06%	130.96K	1.74M	37.93K	+40.77%
Dec 31, 2025	BAHL & GAYNOR INC	0.06%	131.5K	1.75M	70K	+113.82%
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.06%	133.65K	1.78M	-1.04K	-0.77%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.07%	143.48K	1.91M	87.17K	+154.80%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	161.59K	2.15M	9.53K	+6.26%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	164.14K	2.18M	15.6K	+10.50%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.08%	165.61K	2.2M	8.81K	+5.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	165.94K	2.21M	-7.18K	-4.15%
Dec 31, 2025	LPL FINANCIAL LLC	0.08%	176.82K	2.35M	10.17K	+6.10%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.09%	199.48K	2.65M	-19.34K	-8.84%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.09%	199.77K	2.65M	-10.67K	-5.07%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.04%	75.09K	997.9K	43	+0.06%
Dec 31, 2025	CHASE INVESTMENT COUNSEL CORP	0.04%	75.58K	1M	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	81K	1.08M	24.4K	+43.11%
Dec 31, 2025	HRT FINANCIAL LP	0.1%	201.09K	2.67M	131.48K	+188.87%
Sep 30, 2025	FIDUCIENT ADVISORS LLC	0.23%	477.19K	6.27M	0	0
Sep 30, 2025	ING GROEP NV	0.24%	509.7K	6.7M	348.7K	+216.58%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.25%	539.35K	7.09M	24.31K	+4.72%
Sep 30, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.27%	580.72K	7.63M	2.29K	+0.40%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.2%	415.83K	5.46M	82K	+24.56%
Sep 30, 2025	SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.04%	81K	1.06M	-62K	-43.36%
Sep 30, 2025	CHASE INVESTMENT COUNSEL CORP	0.04%	75.58K	993K	40.66K	+116.47%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.04%	75.04K	986.08K	46	+0.06%
Sep 30, 2025	GRUSS & CO., LLC	0.03%	71.02K	933.15K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	0.03%	67.02K	880.62K	0	0
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.03%	62.4K	819.94K	0	0
Sep 30, 2025	BAHL & GAYNOR INC	0.03%	61.5K	808.11K	0	0
Sep 30, 2025	WELCH & FORBES LLC	0.03%	58.97K	774.81K	0	0
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.03%	56.31K	739.94K	-11.05K	-16.40%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.03%	55.79K	733.08K	0	0
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.02%	50K	657K	-18K	-26.47%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.02%	49.9K	655.65K	-8.98K	-15.25%
Sep 30, 2025	CLEAR HARBOR ASSET MANAGEMENT, LLC	0.02%	49.31K	647.89K	-2.73K	-5.24%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.02%	42.7K	561.09K	21.85K	+104.75%
Sep 30, 2025	AMERICANA PARTNERS, LLC	0.02%	40.47K	531.79K	40.47K	+100.00%
Sep 30, 2025	FAMILY MANAGEMENT CORP	0.02%	39.77K	522.54K	0	0
Sep 30, 2025	ALPS ADVISORS INC	0.02%	36.39K	478.17K	36.39K	+100.00%
Sep 30, 2025	MUDITA ADVISORS LLP	0.36%	760.88K	10M	0	0
Sep 30, 2025	CONCORDE FINANCIAL CORP	0.31%	656.67K	8.63M	55.18K	+9.17%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	608.65K	8M	-46.98K	-7.17%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	596.85K	7.84M	0	0
Sep 30, 2025	MORGAN STANLEY	2.14%	4.52M	59.46M	648.03K	+16.72%
Sep 30, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.04%	82.53K	1.08M	0	0
Sep 30, 2025	O'BRIEN GREENE & CO. INC	0.05%	100K	1.31M	0	0
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.06%	134.69K	1.77M	2.1K	+1.58%
Sep 30, 2025	LMG WEALTH PARTNERS, LLC	0.06%	135.16K	1.78M	-15.08K	-10.04%
Sep 30, 2025	ROYAL BANK OF CANADA	0.07%	138.45K	1.82M	-4.44K	-3.10%
Sep 30, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.07%	147.85K	1.94M	0	0
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.07%	158.64K	2.08M	-110K	-40.95%
Sep 30, 2025	LPL FINANCIAL LLC	0.08%	166.65K	2.19M	-9.08K	-5.17%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	173.11K	2.27M	-90.2K	-34.26%
Sep 30, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.08%	177.49K	2.33M	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.06%	121K	1.59M	35K	+40.70%
Sep 30, 2025	BROWN ADVISORY INC	0.42%	886.93K	11.65M	-10K	-1.11%
Sep 30, 2025	PENN DAVIS MCFARLAND INC	0.91%	1.92M	25.21M	66.9K	+3.61%
Sep 30, 2025	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0.91%	1.93M	25.42M	356.85K	+22.62%
Sep 30, 2025	WILLIAM MARSH RICE UNIVERSITY	2.68%	5.66M	74.42M	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.04%	75.79K	995.88K	-24.11K	-24.14%
Sep 30, 2025	RANGELEY CAPITAL, LLC	0.04%	78.17K	1.03M	78.17K	+100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.07%	148.54K	1.95M	23.25K	+18.55%
Sep 30, 2025	MCDANIEL TERRY & CO	0.06%	119.99K	1.58M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	152.06K	2M	14.18K	+10.28%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.07%	156.8K	2.06M	62.78K	+66.76%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	200.11K	2.63M	72.8K	+57.19%
Sep 30, 2025	GRANITESHARES ADVISORS LLC	0.1%	210.45K	2.77M	18.53K	+9.66%
Sep 30, 2025		0.13%	267.27K	3.51M	267.27K	+100.00%
Sep 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.04%	92.08K	1.21M	197	+0.21%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.1%	218.82K	2.88M	-41.38K	-15.90%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.04%	91.24K	1.2M	500	+0.55%
Sep 30, 2025	NORTHERN TRUST CORP	0.14%	298.16K	3.92M	0	0
Sep 30, 2025	CLARUS GROUP, INC.	0.16%	334K	4.39M	0	0
Sep 30, 2025	CITIGROUP INC	0.16%	347.2K	4.56M	92.19K	+36.15%
Sep 30, 2025	UBS GROUP AG	0.26%	560.69K	7.37M	-693.23K	-55.29%
Sep 30, 2025	KEMPNER CAPITAL MANAGEMENT INC.	0.28%	582.13K	7.65M	-177.22K	-23.34%
Sep 30, 2025	NATIXIS	0.69%	1.46M	19.14M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.23%	2.6M	34.17M	56.37K	+2.22%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.04%	93.03K	1.22M	-950	-1.01%
Sep 30, 2025	INVESCO LTD.	0.04%	93.55K	1.23M	-633	-0.67%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	93.59K	1.23M	-4	0.00%
Sep 30, 2025	RAHLFS CAPITAL, LLC	0.05%	99.92K	1.31M	15.65K	+18.57%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	402.55K	5.29M	2.65K	+0.66%
Sep 30, 2025	LUMMIS ASSET MANAGEMENT, LP	0.16%	340.76K	4.48M	250	+0.07%
Sep 30, 2025	REGIONS FINANCIAL CORP	0.18%	390.5K	5.13M	-5.5K	-1.39%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.04%	86.32K	1.13M	-88.15K	-50.52%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.03%	67.36K	881.06K	0	0
Jun 30, 2025	JUMP FINANCIAL, LLC	0.04%	94.03K	1.23M	94.03K	+100.00%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.06%	132.6K	1.73M	9.34K	+7.58%
Jun 30, 2025	LMG WEALTH PARTNERS, LLC	0.07%	150.25K	1.97M	0	0
Jun 30, 2025	ING GROEP NV	0.08%	161K	2.11M	161K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.08%	174.48K	2.28M	58.28K	+50.15%
Jun 30, 2025	LPL FINANCIAL LLC	0.08%	175.73K	2.3M	28.22K	+19.13%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.12%	260.19K	3.4M	-2.91K	-1.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	263.31K	3.44M	16.24K	+6.57%
Jun 30, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.27%	578.42K	7.57M	0	0
Jun 30, 2025	FAYEZ SAROFIM & CO	0.24%	515.05K	6.74M	24.31K	+4.95%
Jun 30, 2025	FIDUCIENT ADVISORS LLC	0.23%	477.19K	6.24M	-268.23K	-35.98%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	127.3K	1.67M	37.78K	+42.19%
Jun 30, 2025	BROWN ADVISORY INC	0.42%	896.93K	11.73M	0	0
Jun 30, 2025	UBS GROUP AG	0.59%	1.25M	16.4M	283.42K	+29.20%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.04%	91.88K	1.2M	220	+0.24%
Jun 30, 2025	INVESCO LTD.	0.04%	94.18K	1.23M	8.73K	+10.22%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.05%	99.9K	1.31M	125	+0.13%
Jun 30, 2025	O'BRIEN GREENE & CO. INC	0.05%	100K	1.31M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.2%	2.54M	33.27M	17.56K	+0.69%
Jun 30, 2025	KEMPNER CAPITAL MANAGEMENT INC.	0.36%	759.34K	9.93M	260.73K	+52.29%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.31%	655.63K	8.58M	252.73K	+62.73%
Jun 30, 2025	CLARUS GROUP, INC.	0.16%	334K	4.37M	0	0
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.16%	333.83K	4.37M	-42.67K	-11.33%
Jun 30, 2025	NORTHERN TRUST CORP	0.14%	298.16K	3.9M	-5K	-1.65%
Jun 30, 2025	CITIGROUP INC	0.12%	255.01K	3.34M	89.02K	+53.63%
Jun 30, 2025	GRANITESHARES ADVISORS LLC	0.09%	191.92K	2.51M	11.99K	+6.66%
Jun 30, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.07%	147.85K	1.93M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	142.89K	1.87M	22.99K	+19.18%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	125.3K	1.64M	-30.78K	-19.72%
Jun 30, 2025	MCDANIEL TERRY & CO	0.06%	119.99K	1.57M	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	114.86K	1.5M	-22.29K	-16.25%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.04%	93.98K	1.23M	15K	+18.99%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	93.59K	1.22M	-1.27K	-1.34%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.13%	268.64K	3.51M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	399.91K	5.23M	4.03K	+1.02%
Jun 30, 2025	SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.07%	143K	1.87M	-76K	-34.70%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.07%	137.89K	1.8M	-34.04K	-19.80%
Jun 30, 2025	LUMMIS ASSET MANAGEMENT, LP	0.16%	340.51K	4.27M	0	0
Jun 30, 2025	REGIONS FINANCIAL CORP	0.19%	396K	5.18M	5.5K	+1.41%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	596.85K	7.81M	0	0
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	6.35%	13.43M	225.82K	13.43M	+100.00%
Jun 30, 2025	CONCORDE FINANCIAL CORP	0.28%	601.5K	7.87M	-1.88K	-0.31%
Jun 30, 2025	PENN DAVIS MCFARLAND INC	0.87%	1.85M	24.22M	-9.85K	-0.53%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.03%	68K	889.44K	0	0
Jun 30, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.08%	177.49K	2.32M	0	0
Jun 30, 2025	WILLIAM MARSH RICE UNIVERSITY	2.68%	5.66M	74.08M	0	0
Jun 30, 2025	MORGAN STANLEY	1.83%	3.88M	50.71M	-231.05K	-5.62%
Jun 30, 2025		6.35%	13.43M	225.82K	13.43M	+100.00%
Jun 30, 2025	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0.75%	1.58M	20.64M	42.55K	+2.77%
Jun 30, 2025	NATIXIS	0.69%	1.46M	19.06M	-20.7K	-1.40%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.46%	963.31K	12.6M	49.82K	+5.45%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.04%	90.74K	1.19M	0	0
Jun 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.04%	89.12K	1.17M	0	0
Jun 30, 2025	ANTHRACITE INVESTMENT COMPANY, INC.	0.04%	88.1K	1.15M	0	0
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.04%	84.26K	1.1M	2.23K	+2.71%
Jun 30, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.04%	82.53K	1.08M	0	0
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.04%	75K	980.98K	1.51K	+2.06%
Jun 30, 2025	AVENIR CORP	0.03%	73.9K	966.61K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	71.22K	931.59K	-1.58K	-2.17%
Jun 30, 2025	GRUSS & CO., LLC	0.03%	71.02K	928.89K	0	0
Jun 30, 2025	MUDITA ADVISORS LLP	0.36%	760.88K	9.95M	0	0
Mar 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.08%	177.49K	2.71M	0	0
Mar 31, 2025	MORGAN STANLEY	1.94%	4.11M	62.73M	-1.43M	-25.76%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.2%	2.53M	38.58M	579.06K	+29.74%
Mar 31, 2025	PENN DAVIS MCFARLAND INC	0.88%	1.86M	28.43M	260.56K	+16.27%
Mar 31, 2025	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0.73%	1.54M	23.44M	-8.85K	-0.57%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.23%	490.74K	7.49M	0	0
Mar 31, 2025	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.07%	147.85K	2.26M	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.05%	99.78K	1.52M	6.49K	+6.95%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	94.86K	1.45M	-186	-0.20%
Mar 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.04%	91.66K	1.4M	197	+0.22%
Mar 31, 2025	EPACRIA CAPITAL PARTNERS, LLC	0.27%	578.42K	8.83M	0	0
Mar 31, 2025	KEMPNER CAPITAL MANAGEMENT INC.	0.24%	498.62K	7.61M	0	0
Mar 31, 2025	CITIGROUP INC	0.08%	165.99K	2.53M	-412.32K	-71.30%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.07%	156.07K	2.05M	6.6K	+4.42%
Mar 31, 2025	LMG WEALTH PARTNERS, LLC	0.07%	150.25K	2.29M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.07%	147.51K	2.25M	11.43K	+8.40%
Mar 31, 2025	CITADEL ADVISORS LLC	0.06%	137.15K	2.09M	133.26K	+3,425.73%
Mar 31, 2025	ANTHRACITE INVESTMENT COMPANY, INC.	0.04%	88.1K	1.35M	0	0
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.12%	263.1K	4.02M	-58.12K	-18.09%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	247.07K	3.77M	-41.34K	-14.33%
Mar 31, 2025	SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.1%	219K	3.34M	-26K	-10.61%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.08%	171.93K	2.63M	-300	-0.17%
Mar 31, 2025	EAGLE GLOBAL ADVISORS LLC	0.04%	89.12K	1.36M	-60.82K	-40.56%
Mar 31, 2025	WILLIAM MARSH RICE UNIVERSITY	2.68%	5.66M	86.48M	0	0
Mar 31, 2025	NATIXIS	0.7%	1.48M	22.53M	0	0
Mar 31, 2025	UBS GROUP AG	0.46%	970.51K	14.82M	314.23K	+47.88%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.43%	913.5K	13.95M	885.31K	+3,141.18%
Mar 31, 2025	BROWN ADVISORY INC	0.42%	896.93K	13.7M	-1K	-0.11%
Mar 31, 2025	MUDITA ADVISORS LLP	0.36%	760.88K	11.62M	0	0
Mar 31, 2025	FIDUCIENT ADVISORS LLC	0.35%	745.42K	11.38M	-66.04K	-8.14%
Mar 31, 2025	CONCORDE FINANCIAL CORP	0.29%	603.37K	9.21M	120.17K	+24.87%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	596.85K	9.11M	0	0
Mar 31, 2025	REGIONS FINANCIAL CORP	0.18%	390.5K	5.96M	378.3K	+3,100.81%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.18%	376.5K	5.75M	19.72K	+5.53%
Mar 31, 2025	LUMMIS ASSET MANAGEMENT, LP	0.16%	340.51K	4.81M	337.52K	+11,269.38%
Mar 31, 2025	O'BRIEN GREENE & CO. INC	0.05%	100K	1.53M	0	0
Mar 31, 2025	SAVANT CAPITAL, LLC	0.04%	90.74K	1.39M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	89.53K	1.37M	3.8K	+4.43%
Mar 31, 2025	JPMORGAN CHASE & CO	0.06%	116.35K	1.78M	96.64K	+490.21%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	116.2K	1.77M	9.96K	+9.37%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.05%	107.12K	1.64M	107.12K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	395.88K	6.05M	6.63K	+1.70%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.13%	268.64K	4.1M	-7K	-2.54%
Mar 31, 2025	ROYAL BANK OF CANADA	0.06%	119.89K	1.83M	7.82K	+6.98%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	402.9K	6.15M	-6.02K	-1.47%
Mar 31, 2025	CLARUS GROUP, INC.	0.16%	334K	5.1M	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.14%	303.16K	4.63M	-150	-0.05%
Mar 31, 2025	GRANITESHARES ADVISORS LLC	0.09%	179.93K	2.75M	10.9K	+6.45%
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.06%	123.26K	1.88M	-145	-0.12%
Mar 31, 2025	MCDANIEL TERRY & CO	0.06%	119.99K	1.83M	-6.78K	-5.34%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	144.6K	2.31M	-30.2K	-17.28%
Mar 31, 2024	HOWARD FINANCIAL SERVICES, LTD.	0.04%	91.34K	1.46M	-5.88K	-6.05%
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0.03%	62.66K	1M	70	+0.11%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.03%	63.21K	1.01M	52.12K	+469.80%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.03%	67.43K	1.08M	0	0
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.03%	68K	1.09M	0	0
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	0.03%	73.08K	1.17M	-1.36K	-1.83%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	81.55K	1.3M	3.17K	+4.04%
Mar 31, 2024	ZIONS BANCORPORATION, N.A.	0.04%	82.53K	1.32M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	84.78K	1.35M	-68.77K	-44.78%
Mar 31, 2024	CUSTOM INDEX SYSTEMS, LLC	0.04%	87.46K	1.4M	-1.64K	-1.84%
Mar 31, 2024	MOORS & CABOT, INC.	0.04%	89.95K	1.44M	8.8K	+10.84%
Mar 31, 2024	INVESCO LTD.	0.04%	90.21K	1.44M	29.61K	+48.86%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.04%	90.74K	1.45M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	91.32K	1.46M	-12.68K	-12.20%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.05%	97.46K	1.56M	1.57K	+1.63%
Mar 31, 2024	O'BRIEN GREENE & CO. INC	0.05%	100K	1.6M	0	0
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0.05%	100.92K	1.61M	0	0
Mar 31, 2024	GRANITESHARES ADVISORS LLC	0.05%	106.61K	1.7M	13.57K	+14.58%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.05%	107.3K	1.71M	1.6K	+1.51%
Mar 31, 2024	ANTHRACITE INVESTMENT COMPANY, INC.	0.05%	108.1K	1.73M	0	0
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.06%	121.05K	1.93M	60.35K	+99.42%
Mar 31, 2024	MACQUARIE GROUP LTD	0.06%	124.83K	2M	-5.73K	-4.39%
Mar 31, 2024	MCDANIEL TERRY & CO	0.06%	126.76K	2.03M	-6.2K	-4.66%
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.06%	130.82K	2.09M	-2.33K	-1.75%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.07%	139.01K	2.22M	249	+0.18%
Mar 31, 2024	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.07%	147.85K	2.36M	0	0
Mar 31, 2024	LB PARTNERS LLC	0.07%	148.8K	2.38M	-23.02K	-13.40%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.07%	152.59K	2.44M	-5.63K	-3.56%
Mar 31, 2024	CITADEL ADVISORS LLC	0.07%	154.85K	2.47M	-230.76K	-59.84%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.08%	160.2K	2.56M	160.2K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.08%	167.37K	2.67M	-37.42K	-18.27%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	167.84K	2.68M	0	0
Mar 31, 2024	HILL INVESTMENT GROUP PARTNERS, LLC	0.08%	177.49K	2.84M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	184.88K	2.95M	533	+0.29%
Mar 31, 2024	UBS GROUP AG	0.09%	194.98K	3.12M	74.98K	+62.49%
Mar 31, 2024	CLARK ESTATES INC/NY	0.1%	200K	3.2M	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	320.6K	5.12M	-83.76K	-20.71%
Mar 31, 2024	CLARUS GROUP, INC.	0.16%	335K	5.35M	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.16%	346.1K	5.53M	-16.64K	-4.59%
Mar 31, 2024	NOMURA HOLDINGS INC	0.17%	353.1K	5.64M	0	0
Mar 31, 2024	CONCORDE FINANCIAL CORP	0.18%	380.26K	6.08M	19.94K	+5.53%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	395.3K	6.32M	-379	-0.10%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.19%	408.69K	6.58M	-78.91K	-16.18%
Mar 31, 2024	SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.2%	427.5K	6.83M	-30.75K	-6.71%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.22%	451.44K	7.21M	-11.51K	-2.49%
Mar 31, 2024	FAYEZ SAROFIM & CO	0.23%	490.74K	7.84M	0	0
Mar 31, 2024	KEMPNER CAPITAL MANAGEMENT INC.	0.24%	498.62K	7.97M	0	0
Mar 31, 2024	EPACRIA CAPITAL PARTNERS, LLC	0.26%	548.7K	8.77M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	551.03K	8.81M	218.51K	+65.71%
Mar 31, 2024	ING GROEP NV	0.31%	655.9K	10.48M	125.4K	+23.64%
Mar 31, 2024	MUDITA ADVISORS LLP	0.36%	760.88K	12.16M	0	0
Mar 31, 2024	BROWN ADVISORY INC	0.46%	962.55K	15.38M	-26.58K	-2.69%
Mar 31, 2024	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0.59%	1.24M	19.8M	17.91K	+1.47%
Mar 31, 2024	PENN DAVIS MCFARLAND INC	0.65%	1.36M	21.67M	-119.24K	-8.08%
Mar 31, 2024	ORCHARD CAPITAL MANAGEMENT, LLC	0.09%	195.38K	3.12M	4.23K	+2.21%
Mar 31, 2024	NATIXIS	0.89%	1.86M	29.79M	0	0
Mar 31, 2024	MORGAN STANLEY	2.23%	4.67M	74.69M	487.92K	+11.66%
Mar 31, 2024	WILLIAM MARSH RICE UNIVERSITY	2.7%	5.66M	90.5M	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.08%	165.4K	2.64M	31.6K	+23.62%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.19%	404.36K	6.45M	142.29K	+54.29%
Dec 31, 2023	SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.22%	458.25K	7.31M	-15K	-3.17%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.22%	462.96K	7.39M	-8.04K	-1.71%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.23%	487.6K	7.78M	-588.88K	-54.70%
Dec 31, 2023	FAYEZ SAROFIM & CO	0.23%	490.74K	7.84M	0	0
Dec 31, 2023	KEMPNER CAPITAL MANAGEMENT INC.	0.24%	498.62K	7.96M	0	0
Dec 31, 2023	ING GROEP NV	0.25%	530.5K	8.47M	145.7K	+37.86%
Dec 31, 2023	EPACRIA CAPITAL PARTNERS, LLC	0.26%	548.7K	8.76M	0	0
Dec 31, 2023	MUDITA ADVISORS LLP	0.36%	760.88K	12.14M	-26.2K	-3.33%
Dec 31, 2023	BROWN ADVISORY INC	0.47%	989.12K	15.79M	16.2K	+1.67%
Dec 31, 2023	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0.58%	1.22M	19.49M	188.98K	+18.30%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	395.68K	6.32M	5.13K	+1.31%
Dec 31, 2023	PENN DAVIS MCFARLAND INC	0.7%	1.48M	23.55M	-19.94K	-1.33%
Dec 31, 2023	NATIXIS	0.89%	1.86M	29.76M	200.9K	+12.08%
Dec 31, 2023	MORGAN STANLEY	1.99%	4.19M	66.81M	-66.97K	-1.57%
Dec 31, 2023	WILLIAM MARSH RICE UNIVERSITY	2.7%	5.66M	90.39M	0	0
Dec 31, 2023	HOWARD FINANCIAL SERVICES, LTD.	0.05%	97.22K	1.55M	-46	-0.05%
Dec 31, 2023	O'BRIEN GREENE & CO. INC	0.05%	100K	1.6M	0	0
Dec 31, 2023	CORECOMMODITY MANAGEMENT, LLC	0.05%	100.31K	1.6M	97	+0.10%
Dec 31, 2023	SCHECHTER INVESTMENT ADVISORS, LLC	0.05%	100.92K	1.61M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.05%	104.01K	1.66M	-6.9K	-6.22%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.05%	105.7K	1.69M	0	0
Dec 31, 2023	UBS GROUP AG	0.06%	119.99K	1.92M	104K	+650.43%
Dec 31, 2023	JANE STREET GROUP, LLC	0.06%	122.05K	1.95M	7.07K	+6.15%
Dec 31, 2023	MACQUARIE GROUP LTD	0.06%	130.56K	2.08M	-2.87K	-2.15%
Dec 31, 2023	MCDANIEL TERRY & CO	0.06%	132.96K	2.12M	0	0
Dec 31, 2023	MRAZ, AMERINE & ASSOCIATES, INC.	0.06%	133.14K	2.12M	-121	-0.09%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.07%	138.76K	2.21M	-836	-0.60%
Dec 31, 2023	BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY	0.07%	147.85K	2.36M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.07%	153.55K	2.45M	-50.05K	-24.58%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	158.22K	2.53M	9.93K	+6.69%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	167.84K	2.68M	0	0
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.08%	173.96K	2.78M	-154.73K	-47.08%
Dec 31, 2023	ROYAL BANK OF CANADA	0.09%	184.35K	2.94M	-43.37K	-19.05%
Dec 31, 2023	ORCHARD CAPITAL MANAGEMENT, LLC	0.09%	191.16K	3.05M	0	0
Dec 31, 2023	CLARK ESTATES INC/NY	0.1%	200K	3.19M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.1%	204.78K	3.27M	42.96K	+26.55%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.16%	332.52K	5.31M	-165.77K	-33.27%
Dec 31, 2023	CLARUS GROUP, INC.	0.16%	335K	5.35M	400	+0.12%
Dec 31, 2023		0.05%	108.1K	1.73M	108.1K	+100.00%
Dec 31, 2023	NOMURA HOLDINGS INC	0.17%	353.1K	5.64M	353.1K	+100.00%
Dec 31, 2023	CONCORDE FINANCIAL CORP	0.17%	360.32K	5.75M	-10.63K	-2.87%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	362.74K	5.79M	837	+0.23%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.18%	367.74K	5.87M	367.74K	+100.00%

Insiders

Among the BSM insiders holding of 20.61% of the stake in company, CARTER THOMAS L JR, CEO, President, and Chairman, holds the largest shares of 3.51M. PUTMAN LUKE STEVENS, SVP, General Counsel, and Sec, is the second largest BSM insider with ownership of 761.42K shares. DORN HOLBROOK F, SVP, Business Development, stands third with possession of 730.13K shares of that stake.

Insiders	Designation	Shares Held
CARTER THOMAS L JR	CEO, President, and Chairman	3.51M
PUTMAN LUKE STEVENS	SVP, General Counsel, and Sec	761.42K
DORN HOLBROOK F	SVP, Business Development	730.13K
WOOD JEFFREY P.	President, CFO	543.55K
MATHIS WILLIAM N.	director	436.82K
DEWALCH D MARK	director	357.01K
MORRIS BROCK	SVP, Engineering and Geology	345.19K
STUART ALEXANDER D.	director	335.23K
CLARK CARRIE PEARSON	SVP, Chief Commercial Officer	165.86K
SMAJSTRLA DAWN	VP, Chief Accounting Officer	78.35K
HAEFLINGER RICKY J.	director	10K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 05, 2026	PUTMAN LUKE STEVENS	SALE	15.25	30.28K	461.58K	761.42K
Sep 12, 2025	CARTER THOMAS L JR	PURCHASE	12.59	14K	176.2K	3.51M
Sep 11, 2025	CARTER THOMAS L JR	PURCHASE	12.39	1.3K	16.11K	3.5M
Sep 10, 2025	CARTER THOMAS L JR	PURCHASE	12.32	10.54K	129.79K	3.5M
Sep 09, 2025	CARTER THOMAS L JR	PURCHASE	12.07	1.31K	15.77K	3.49M
Sep 08, 2025	CARTER THOMAS L JR	PURCHASE	11.90	13.53K	160.94K	3.49M
Aug 20, 2025	CARTER THOMAS L JR	PURCHASE	12.03	21K	252.62K	3.47M
Aug 19, 2025	CARTER THOMAS L JR	PURCHASE	11.97	20K	239.33K	3.45M
Aug 12, 2025	CARTER THOMAS L JR	PURCHASE	12.36	9.2K	113.72K	3.43M
Aug 11, 2025	CARTER THOMAS L JR	PURCHASE	12.10	25K	302.51K	3.42M
Aug 08, 2025	CARTER THOMAS L JR	PURCHASE	12.20	27.5K	335.55K	3.4M
Aug 07, 2025	CARTER THOMAS L JR	PURCHASE	12.24	19.71K	241.3K	3.37M
May 29, 2025	CLARK CARRIE PEARSON	SALE	13.56	36.9K	500.34K	165.86K
May 21, 2025	CARTER THOMAS L JR	PURCHASE	13.52	14.5K	196.07K	3.35M
Sep 06, 2024	CARTER THOMAS L JR	PURCHASE	14.12	100K	1.41M	3.13M
Aug 26, 2024	CLARK CARRIE PEARSON	SALE	14.84	18.53K	274.96K	116.92K
Aug 15, 2024	DEWALCH D MARK	PURCHASE	14.62	34.2K	500K	357.01K
Feb 26, 2024	DEWALCH D MARK	PURCHASE	15.47	3.25K	50.28K	320.44K
Dec 08, 2023	CARTER THOMAS L JR	PURCHASE	16.20	2.08K	33.62K	2.79M
Dec 07, 2023	CARTER THOMAS L JR	PURCHASE	15.99	29K	463.61K	2.79M
Nov 17, 2023	DEWALCH D MARK	PURCHASE	17.49	22.3K	390K	304.88K
Nov 16, 2023	DEWALCH D MARK	PURCHASE	17.14	21.7K	371.95K	282.58K
Nov 08, 2023	CARTER THOMAS L JR	PURCHASE	17.11	9K	153.99K	2.76M
Nov 07, 2023	CARTER THOMAS L JR	PURCHASE	17.96	24.58K	441.42K	2.75M
Nov 06, 2023	CARTER THOMAS L JR	PURCHASE	18.21	25K	455.18K	2.73M
Nov 03, 2023	CARTER THOMAS L JR	PURCHASE	18.34	25K	458.59K	2.7M
Nov 02, 2023	CARTER THOMAS L JR	PURCHASE	18.27	25K	456.84K	2.68M
May 05, 2023	CARTER THOMAS L JR	PURCHASE	15.53	31.8K	494.01K	2.65M
May 04, 2023	PUTMAN LUKE STEVENS	SALE	15.06	100K	1.51M	486.42K
Mar 06, 2023	DEWALCH D MARK	PURCHASE	15.85	3.1K	49.14K	13.42K
Feb 27, 2023	CARTER THOMAS L JR	PURCHASE	15.58	30K	467.26K	2.62M
Feb 24, 2023	CARTER THOMAS L JR	PURCHASE	15.32	32.5K	497.96K	2.59M
Dec 07, 2022	CARTER THOMAS L JR	PURCHASE	17.29	23.49K	406.07K	2.4M
Dec 06, 2022	CARTER THOMAS L JR	PURCHASE	17.31	25K	432.81K	2.37M
Nov 04, 2022	SMAJSTRLA DAWN	SALE	19.41	5.3K	102.87K	78.35K
Nov 04, 2022	CARTER THOMAS L JR	PURCHASE	19.49	25K	487.2K	2.35M
Nov 03, 2022	CARTER THOMAS L JR	PURCHASE	19.26	25K	481.55K	2.32M
Sep 15, 2022	CARTER THOMAS L JR	PURCHASE	16.30	24.63K	401.59K	2.3M
Sep 14, 2022	CARTER THOMAS L JR	PURCHASE	16.39	25K	409.79K	2.27M
Sep 13, 2022	CARTER THOMAS L JR	PURCHASE	16.20	25K	404.96K	2.25M
Sep 12, 2022	CARTER THOMAS L JR	PURCHASE	16.27	25K	406.81K	2.22M
Aug 04, 2022	CARTER THOMAS L JR	PURCHASE	14.90	20K	297.92K	2.17M
Mar 01, 2022	WOOD JEFFREY P.	SALE	12.24	40K	489.71K	543.55K
Feb 25, 2022	PUTMAN LUKE STEVENS	SALE	11.82	60K	709.36K	504.38K
Aug 31, 2021	SMAJSTRLA DAWN	SALE	9.97	7.5K	74.81K	64.88K
May 19, 2021	PUTMAN LUKE STEVENS	SALE	9.82	50K	491K	465.96K
May 06, 2021	WOOD JEFFREY P.	SALE	10.51	50K	525.5K	442.37K
Feb 28, 2020	SMAJSTRLA DAWN	SALE	8.60	5.03K	43.29K	52.72K
Jan 09, 2020	SMAJSTRLA DAWN	SALE	13.25	4.71K	62.37K	37.97K
Jan 08, 2020	PUTMAN LUKE STEVENS	SALE	12.99	30K	389.7K	322.23K
Jun 14, 2019	MATHIS WILLIAM N.	SALE	15.85	2	31.7	436.82K
Jun 10, 2019	DEWALCH D MARK	PURCHASE	16.44	5.35K	87.95K	40.81K
May 08, 2019	DORN HOLBROOK F	SALE	18.50	100	1.85K	730.13K
May 07, 2019	DORN HOLBROOK F	SALE	18.77	45	844.65	730.23K
May 06, 2019	DORN HOLBROOK F	SALE	18.51	15.36K	284.26K	730.27K
Apr 22, 2019	DORN HOLBROOK F	SALE	18.50	400	7.4K	745.63K
Apr 17, 2019	PUTMAN LUKE STEVENS	SALE	17.40	6.56K	114.12K	252.28K
Apr 16, 2019	PUTMAN LUKE STEVENS	SALE	17.43	7.93K	138.18K	258.83K
Apr 15, 2019	PUTMAN LUKE STEVENS	SALE	17.48	18.8K	328.69K	266.76K
Mar 13, 2019	PUTMAN LUKE STEVENS	SALE	17.22	6.22K	107.06K	298.69K
Mar 12, 2019	PUTMAN LUKE STEVENS	SALE	17.32	18.78K	325.32K	304.91K
Mar 08, 2019	MORRIS BROCK	SALE	17.17	33.62K	577.23K	345.19K
Mar 07, 2019	MORRIS BROCK	SALE	17.51	26.38K	461.86K	378.81K
Feb 04, 2019	WOOD JEFFREY P.	SALE	17.51	8K	140.1K	110.22K
Jan 09, 2019	PUTMAN LUKE STEVENS	SALE	16.34	34K	555.73K	229.05K
Dec 06, 2018	CARTER THOMAS L JR	PURCHASE	16.24	15.3K	248.41K	858.17K
Nov 16, 2018	DEWALCH D MARK	PURCHASE	17.06	1.18K	20.04K	5.98K
Nov 13, 2018	MATHIS WILLIAM N.	PURCHASE	16.62	4.21K	70.03K	615.73K
Nov 12, 2018	MATHIS WILLIAM N.	PURCHASE	16.88	6.89K	116.27K	611.52K
Nov 09, 2018	MATHIS WILLIAM N.	PURCHASE	16.95	300	5.09K	604.63K
Oct 16, 2018	PUTMAN LUKE STEVENS	SALE	17.59	12.93K	227.42K	274.53K
Oct 15, 2018	PUTMAN LUKE STEVENS	SALE	17.53	1.3K	22.78K	287.46K
Sep 12, 2018	MORRIS BROCK	SALE	18.58	17.4K	323.36K	299.99K
Apr 16, 2018	PUTMAN LUKE STEVENS	SALE	17.53	25K	438.28K	277.37K
Mar 06, 2018	STUART ALEXANDER D.	PURCHASE	17.43	15K	261.49K	335.23K
Mar 05, 2018	MORRIS BROCK	SALE	17.31	25K	432.76K	321.83K
Mar 01, 2018	SMAJSTRLA DAWN	SALE	17.23	6.66K	114.82K	23.51K
Mar 01, 2018	CARTER THOMAS L JR	PURCHASE	17.26	14.24K	245.76K	972.18K
Jan 11, 2018	WOOD JEFFREY P.	SALE	18.53	144	2.67K	42.07K
Jan 10, 2018	PUTMAN LUKE STEVENS	SALE	18.26	14.97K	273.33K	233.97K
Jan 10, 2018	WOOD JEFFREY P.	SALE	18.26	2.62K	47.85K	42.22K
Jan 09, 2018	PUTMAN LUKE STEVENS	SALE	18.31	8.2K	150.15K	248.94K
Jan 09, 2018	WOOD JEFFREY P.	SALE	18.31	8.19K	149.93K	44.84K
Jan 09, 2018	MORRIS BROCK	SALE	18.29	29.4K	537.9K	245.61K
Jun 09, 2017	CARTER THOMAS L JR	PURCHASE	15.86	7.75K	122.94K	1.12M
Jun 09, 2017	STUART ALEXANDER D.	PURCHASE	16.00	18.65K	298.33K	310.7K
May 12, 2017	CARTER THOMAS L JR	PURCHASE	16.91	5.6K	94.7K	1.12M
May 11, 2017	CARTER THOMAS L JR	PURCHASE	16.96	12K	203.55K	1.11M
Apr 03, 2017	MORRIS BROCK	SALE	16.33	18K	293.89K	286.54K
Mar 07, 2017	HAEFLINGER RICKY J.	PURCHASE	17.04	1K	17.04K	10K
Mar 07, 2017	SMAJSTRLA DAWN	SALE	17.07	851	14.53K	19.13K
Mar 06, 2017	SMAJSTRLA DAWN	SALE	17.20	7K	120.43K	19.98K
Mar 03, 2017	CARTER THOMAS L JR	PURCHASE	17.53	8.4K	147.23K	1.11M
Mar 02, 2017	CARTER THOMAS L JR	PURCHASE	17.49	5.6K	97.97K	945.25K
Mar 02, 2017	STUART ALEXANDER D.	PURCHASE	17.51	4.3K	75.27K	292.05K
Jan 23, 2017	MORRIS BROCK	SALE	18.57	2.09K	38.89K	229.53K
Jan 20, 2017	MORRIS BROCK	SALE	18.84	1.2K	22.61K	231.63K
Jan 19, 2017	MORRIS BROCK	SALE	18.81	1.7K	31.98K	232.83K
Jan 18, 2017	MORRIS BROCK	SALE	18.67	1.9K	35.47K	234.53K
Jan 18, 2017	PUTMAN LUKE STEVENS	SALE	18.67	2.03K	37.98K	203.79K
Jan 17, 2017	MORRIS BROCK	SALE	18.78	5.1K	95.79K	236.43K
Jan 17, 2017	PUTMAN LUKE STEVENS	SALE	18.78	5.2K	97.7K	205.82K
Jan 13, 2017	PUTMAN LUKE STEVENS	SALE	18.83	3.3K	62.14K	211.03K
Jan 13, 2017	MORRIS BROCK	SALE	18.83	3.3K	62.13K	241.53K
Jan 12, 2017	PUTMAN LUKE STEVENS	SALE	18.92	5.71K	107.92K	214.33K
Jan 12, 2017	MORRIS BROCK	SALE	18.90	5.61K	106.13K	244.83K
Nov 28, 2016	CARTER THOMAS L JR	PURCHASE	18.93	13K	246.08K	515.51K
Nov 17, 2016	CARTER THOMAS L JR	PURCHASE	18.21	3K	54.63K	502.51K
Nov 16, 2016	CARTER THOMAS L JR	PURCHASE	17.98	8K	143.81K	499.51K
Nov 15, 2016	CARTER THOMAS L JR	PURCHASE	17.89	6K	107.34K	491.51K
Nov 14, 2016	CARTER THOMAS L JR	PURCHASE	17.62	5.4K	95.17K	485.51K
Nov 10, 2016	CARTER THOMAS L JR	PURCHASE	18.04	5.4K	97.39K	480.11K
May 13, 2016	HAEFLINGER RICKY J.	PURCHASE	16.09	3K	48.27K	9K
Mar 14, 2016	MATHIS WILLIAM N.	PURCHASE	13.71	11.41K	156.44K	604.33K
Mar 10, 2016	MATHIS WILLIAM N.	PURCHASE	13.50	3.98K	53.7K	592.92K
Nov 20, 2015	CARTER THOMAS L JR	PURCHASE	14.39	700	10.07K	24.6K
Nov 18, 2015	CARTER THOMAS L JR	PURCHASE	14.19	3.4K	48.25K	23.9K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES30.28K1

NET SHARES-30.28K1

SHARES HELD761.42K1

% NET SHARES-103.98%0%

Frequently Asked Questions