BEXIL INVESTMENT TRUST - BXSY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | History | New | 751,470 | 12,869 | 1.83% | — | 1 | +751,470 | New | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |