DIVIDEND & INCOME FUND (BXSY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2
Reporting holders
$12.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Atlas Wealth LLC | $12.9M | 751,470 | 1.83% | new | NEW |
| Ancora Advisors LLC | $5.1K | 300 | 0.00% | 31q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13D/A | WINMILL THOMAS BASSETT INDIVIDUALwith 9 co-filers | 15.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2 | $12.9M | 751,770 | 1 | 0 | 0 | 0.0% |
| Q1 2026 | 1 | $4.4K | 300 | 0 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $4.6K | 300 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $4.4K | 300 | 0 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $4.0K | 300 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $3.8K | 300 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $3.7K | 300 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $3.9K | 300 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 2 | $9.9M | 788,825 | 1 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $4.9K | 80,777 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 2 | $4.6K | 80,777 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 3 | $8.5M | 867,936 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 3 | $9.3M | 873,210 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 3 | $9.0M | 1,015,020 | 0 | 0 | 2 | 0.0% |
| Q4 2022 | 3 | $9.0M | 1,037,336 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 3 | $6.6M | 640,477 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $2.7M | 229,508 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $3.3M | 229,508 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 3 | $9.9M | 677,399 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $9.4M | 643,716 | 0 | 1 | 1 | 0.0% |
| Q2 2021 | 4 | $8.1M | 544,060 | 1 | 1 | 1 | 0.0% |
| Q1 2021 | 3 | $6.7M | 522,852 | 1 | 0 | 0 | 0.0% |
| Q4 2020 | 7 | $6.5M | 581,765 | 2 | 1 | 1 | 0.0% |
| Q3 2020 | 36 | $41.7M | 4,582,480 | 6 | 8 | 16 | 0.0% |
| Q2 2020 | 36 | $50.9M | 4,973,364 | 4 | 9 | 17 | 0.0% |
| Q1 2020 | 34 | $46.8M | 5,322,971 | 2 | 9 | 16 | 0.0% |
| Q4 2019 | 39 | $76.5M | 5,684,454 | 3 | 13 | 14 | 0.0% |
| Q3 2019 | 41 | $64.9M | 5,425,385 | 0 | 12 | 17 | 0.0% |
| Q2 2019 | 43 | $52.3M | 4,537,023 | 8 | 9 | 14 | 0.0% |
| Q1 2019 | 39 | $49.4M | 4,342,349 | 2 | 10 | 11 | 0.0% |
| Q4 2018 | 44 | $46.1M | 4,795,765 | 1 | 0 | 1 | 0.0% |