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Institutional Ownership · SEC Form 13F

Who owns BJAN (BJAN)


Which tracked institutional funds hold BJAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BJAN company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

125
Institutional holders
5,025,928
Shares held (tracked funds)

How the tape is positioned

26 tracked funds added or opened BJAN while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BJAN’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BJAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 125 tracked filers holding BJAN, 73 increased or opened the position and 40 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BJAN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 12

  • PERSONAL CFO SOLUTIONS, LLC$13M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
  • Orion Porfolio Solutions, LLC$2M
  • Arkadios Wealth Advisors$1M
  • Atria Investments, Inc$1M
  • OLD MISSION CAPITAL LLC$1M

Full exits 4

  • Motiv8 Investments LLC$2M
  • Schulz Wealth, LTD.$2M
  • RMG Wealth Management LLC$594K
  • Collaborative Wealth Managment Inc.$512K

Largest adds

  • Brookstone Capital Management$32M
  • GWN SECURITIES INC.$2M
  • Penserra Capital Management LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • World Investment Advisors$1M
  • Cerity Partners LLC$634K

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$870K
  • LPL Financial LLC$538K
  • BCS Wealth Management$325K
  • INTEGRAL INVESTMENT ADVISORS, INC.$297K
  • Janney Montgomery Scott LLC$272K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Brookstone Capital Management added632,517$34M11.8%2026-Q1
COFG Advisors, LLC added395,548$21M7.4%2026-Q1
Penserra Capital Management LLC added378,287$20M7.1%2026-Q1
INTEGRAL INVESTMENT ADVISORS, INC. added265,894$14M5.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added262,262$14M4.9%2026-Q1
PERSONAL CFO SOLUTIONS, LLC trimmed234,460$13M4.4%2026-Q1
HighTower Advisors, LLC added159,458$9M3.0%2026-Q1
Cetera Investment Advisers added142,534$8M2.7%2026-Q1
U.S. Capital Wealth Advisors, LLC added137,995$7M2.6%2026-Q1
OSAIC HOLDINGS, INC. added128,839$7M2.4%2026-Q1
Lido Advisors, LLC trimmed107,920$6M2.0%2026-Q1
Steward Partners Investment Advisory, LLC added101,980$5M1.9%2026-Q1
LPL Financial LLC trimmed96,370$5M1.8%2026-Q1
Janney Montgomery Scott LLC trimmed95,825$5M1.8%2026-Q1
Crown Wealth Group, LLC trimmed89,474$5M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added88,296$5M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added87,330$5M1.6%2026-Q1
Maltin Wealth Management, Inc. added84,977$5M1.6%2026-Q1
Cerity Partners LLC added72,477$4M1.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added70,881$4M1.3%2026-Q1
DHJJ Financial Advisors, Ltd. added65,916$4M1.2%2026-Q1
GWN SECURITIES INC. added60,148$3M1.1%2026-Q1
Opes Wealth Management LLC added58,788$3M1.1%2026-Q1
TRUIST FINANCIAL CORP trimmed44,667$2M0.8%2026-Q1
First Commonwealth Financial Corp /PA/ added44,380$2M0.8%2026-Q1
Kestra Advisory Services, LLC added42,451$2M0.8%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added42,446$2M0.8%2026-Q1
My Personal CFO, LLC added42,035$2M0.8%2026-Q1
FSA Advisors, Inc. trimmed38,514$2M0.7%2026-Q1
Bellwether Advisors, LLC trimmed38,480$2M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed33,414$2M0.6%2026-Q1
Orion Porfolio Solutions, LLC new29,621$2M0.6%2026-Q1
CoreCap Advisors, LLC added29,329$2M0.5%2026-Q1
Lantz Financial LLC trimmed25,346$1M0.5%2026-Q1
MML INVESTORS SERVICES, LLC added24,866$1M0.5%2026-Q1
Arkadios Wealth Advisors added23,919$1M0.4%2026-Q1
Berkshire Money Management, Inc.23,219$1M0.4%2026-Q1
Beacon Pointe Advisors, LLC added21,415$1M0.4%2026-Q1
World Investment Advisors added20,915$1M0.4%2026-Q1
Atria Investments, Inc new19,833$1M0.4%2026-Q1
OLD MISSION CAPITAL LLC trimmed19,747$1M0.4%2026-Q1
Spire Wealth Management added18,841$1M0.4%2026-Q1
Weaver Consulting Group trimmed18,493$986K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added18,463$985K0.3%2026-Q1
Snowden Capital Advisors LLC added17,506$934K0.3%2026-Q1
CWM, LLC added16,920$902K0.3%2026-Q1
Advisory Services Network, LLC15,955$851K0.3%2026-Q1
Chicago Partners Investment Group LLC added13,814$786K0.3%2026-Q1
City Center Advisors, LLC added14,604$779K0.3%2026-Q1
Chris Bulman Inc added14,477$772K0.3%2026-Q1
Focus Financial Network, Inc. trimmed13,929$743K0.3%2026-Q1
Stratos Wealth Advisors, LLC13,256$707K0.2%2026-Q1
Valtinson Bruner Financial Planning LLC added13,126$700K0.2%2026-Q1
FORONJY FINANCIAL LLC added12,904$688K0.2%2026-Q1
BFI Wealth Solutions, LLC trimmed12,739$687K0.2%2026-Q1
PCA Investment Advisory Services Inc. added12,391$661K0.2%2026-Q1
Firestone Capital Management12,238$653K0.2%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new11,978$639K0.2%2026-Q1
Trek Financial, LLC added11,881$634K0.2%2026-Q1
DAVENPORT & Co LLC new11,817$630K0.2%2026-Q1
Onyx Bridge Wealth Group LLC trimmed11,259$600K0.2%2026-Q1
Triad Wealth Partners, LLC added11,143$594K0.2%2026-Q1
Arax Advisory Partners trimmed11,088$591K0.2%2026-Q1
Merit Financial Group, LLC added11,010$587K0.2%2026-Q1
Ballast Rock Private Wealth LLC added10,946$584K0.2%2026-Q1
CITADEL ADVISORS LLC added10,757$574K0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS10,555$563K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed10,538$562K0.2%2026-Q1
Strategic Blueprint, LLC added9,878$527K0.2%2026-Q1
Sigma Planning Corp trimmed9,802$523K0.2%2026-Q1
AdvisorNet Financial, Inc9,775$521K0.2%2026-Q1
Orion Capital Management LLC9,660$515K0.2%2026-Q1
WealthPlan Investment Management, LLC trimmed9,457$504K0.2%2026-Q1
AlphaStar Capital Management, LLC added9,243$493K0.2%2026-Q1
Sunbelt Securities, Inc. trimmed9,014$481K0.2%2026-Q1
CreativeOne Wealth, LLC added8,497$453K0.2%2026-Q1
D.B. Root & Company, LLC new8,430$450K0.2%2026-Q1
Lewis Asset Management, LLC added8,263$441K0.2%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC8,200$437K0.2%2026-Q1
Waterloo Capital, L.P. trimmed7,998$427K0.1%2026-Q1
OneDigital Investment Advisors LLC trimmed7,437$397K0.1%2026-Q1
BCGM Wealth Management, LLC6,925$369K0.1%2026-Q1
RETIREMENT INCOME SOLUTIONS, INC6,757$360K0.1%2026-Q1
Foundations Investment Advisors, LLC new6,672$356K0.1%2026-Q1
CRA Financial Services, LLC trimmed6,650$355K0.1%2026-Q1
TopTier Wealth Management, LLC6,531$348K0.1%2026-Q1
Bedel Financial Consulting, Inc.6,420$342K0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added6,365$339K0.1%2026-Q1
Marcum Wealth, LLC added157,366$7M2.6%2025-Q1 stale
Stuart Chaussee & Associates, Inc. trimmed112,930$6M2.1%2025-Q3 stale
Motiv8 Investments LLC trimmed35,622$2M0.7%2025-Q4 stale
Schulz Wealth, LTD.32,130$2M0.6%2025-Q4 stale
Gradient Investments LLC trimmed27,233$1M0.5%2025-Q3 stale
MACROVIEW INVESTMENT MANAGEMENT LLC trimmed27,152$1M0.5%2025-Q3 stale
Bison Wealth, LLC added26,225$1M0.5%2025-Q2 stale
M Holdings Securities, Inc. added13,404$673K0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC11,978$635K0.2%2025-Q3 stale
RMG Wealth Management LLC new13,967$594K0.2%2025-Q4 stale
Collaborative Wealth Managment Inc. trimmed9,301$512K0.2%2025-Q4 stale
Vantage Financial Partners, LLC trimmed6,110$336K0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership