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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Brookstone Capital Management added | 632,517 | $34M | 11.8% | 2026-Q1 |
| COFG Advisors, LLC added | 395,548 | $21M | 7.4% | 2026-Q1 |
| Penserra Capital Management LLC added | 378,287 | $20M | 7.1% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 265,894 | $14M | 5.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 262,262 | $14M | 4.9% | 2026-Q1 |
| PERSONAL CFO SOLUTIONS, LLC trimmed | 234,460 | $13M | 4.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 159,458 | $9M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 142,534 | $8M | 2.7% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 137,995 | $7M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 128,839 | $7M | 2.4% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 107,920 | $6M | 2.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 101,980 | $5M | 1.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 96,370 | $5M | 1.8% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 95,825 | $5M | 1.8% | 2026-Q1 |
| Crown Wealth Group, LLC trimmed | 89,474 | $5M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 88,296 | $5M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 87,330 | $5M | 1.6% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 84,977 | $5M | 1.6% | 2026-Q1 |
| Cerity Partners LLC added | 72,477 | $4M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,881 | $4M | 1.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 65,916 | $4M | 1.2% | 2026-Q1 |
| GWN SECURITIES INC. added | 60,148 | $3M | 1.1% | 2026-Q1 |
| Opes Wealth Management LLC added | 58,788 | $3M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 44,667 | $2M | 0.8% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 44,380 | $2M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 42,451 | $2M | 0.8% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 42,446 | $2M | 0.8% | 2026-Q1 |
| My Personal CFO, LLC added | 42,035 | $2M | 0.8% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 38,514 | $2M | 0.7% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 38,480 | $2M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 33,414 | $2M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 29,621 | $2M | 0.6% | 2026-Q1 |
| CoreCap Advisors, LLC added | 29,329 | $2M | 0.5% | 2026-Q1 |
| Lantz Financial LLC trimmed | 25,346 | $1M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 24,866 | $1M | 0.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 23,919 | $1M | 0.4% | 2026-Q1 |
| Berkshire Money Management, Inc. | 23,219 | $1M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 21,415 | $1M | 0.4% | 2026-Q1 |
| World Investment Advisors added | 20,915 | $1M | 0.4% | 2026-Q1 |
| Atria Investments, Inc new | 19,833 | $1M | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 19,747 | $1M | 0.4% | 2026-Q1 |
| Spire Wealth Management added | 18,841 | $1M | 0.4% | 2026-Q1 |
| Weaver Consulting Group trimmed | 18,493 | $986K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,463 | $985K | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 17,506 | $934K | 0.3% | 2026-Q1 |
| CWM, LLC added | 16,920 | $902K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC | 15,955 | $851K | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 13,814 | $786K | 0.3% | 2026-Q1 |
| City Center Advisors, LLC added | 14,604 | $779K | 0.3% | 2026-Q1 |
| Chris Bulman Inc added | 14,477 | $772K | 0.3% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 13,929 | $743K | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 13,256 | $707K | 0.2% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 13,126 | $700K | 0.2% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 12,904 | $688K | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 12,739 | $687K | 0.2% | 2026-Q1 |
| PCA Investment Advisory Services Inc. added | 12,391 | $661K | 0.2% | 2026-Q1 |
| Firestone Capital Management | 12,238 | $653K | 0.2% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new | 11,978 | $639K | 0.2% | 2026-Q1 |
| Trek Financial, LLC added | 11,881 | $634K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC new | 11,817 | $630K | 0.2% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 11,259 | $600K | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 11,143 | $594K | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 11,088 | $591K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 11,010 | $587K | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 10,946 | $584K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 10,757 | $574K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 10,555 | $563K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,538 | $562K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 9,878 | $527K | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 9,802 | $523K | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc | 9,775 | $521K | 0.2% | 2026-Q1 |
| Orion Capital Management LLC | 9,660 | $515K | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 9,457 | $504K | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 9,243 | $493K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 9,014 | $481K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 8,497 | $453K | 0.2% | 2026-Q1 |
| D.B. Root & Company, LLC new | 8,430 | $450K | 0.2% | 2026-Q1 |
| Lewis Asset Management, LLC added | 8,263 | $441K | 0.2% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,200 | $437K | 0.2% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 7,998 | $427K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 7,437 | $397K | 0.1% | 2026-Q1 |
| BCGM Wealth Management, LLC | 6,925 | $369K | 0.1% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC | 6,757 | $360K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 6,672 | $356K | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 6,650 | $355K | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC | 6,531 | $348K | 0.1% | 2026-Q1 |
| Bedel Financial Consulting, Inc. | 6,420 | $342K | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 6,365 | $339K | 0.1% | 2026-Q1 |
| Marcum Wealth, LLC added | 157,366 | $7M | 2.6% | 2025-Q1 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 112,930 | $6M | 2.1% | 2025-Q3 stale |
| Motiv8 Investments LLC trimmed | 35,622 | $2M | 0.7% | 2025-Q4 stale |
| Schulz Wealth, LTD. | 32,130 | $2M | 0.6% | 2025-Q4 stale |
| Gradient Investments LLC trimmed | 27,233 | $1M | 0.5% | 2025-Q3 stale |
| MACROVIEW INVESTMENT MANAGEMENT LLC trimmed | 27,152 | $1M | 0.5% | 2025-Q3 stale |
| Bison Wealth, LLC added | 26,225 | $1M | 0.5% | 2025-Q2 stale |
| M Holdings Securities, Inc. added | 13,404 | $673K | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC | 11,978 | $635K | 0.2% | 2025-Q3 stale |
| RMG Wealth Management LLC new | 13,967 | $594K | 0.2% | 2025-Q4 stale |
| Collaborative Wealth Managment Inc. trimmed | 9,301 | $512K | 0.2% | 2025-Q4 stale |
| Vantage Financial Partners, LLC trimmed | 6,110 | $336K | 0.1% | 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.
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.