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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

125
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

20 tracked funds added or opened BJAN while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 125 tracked filers holding BJAN, 36 increased or opened the position and 63 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 2026-Q1 and 2026-Q2 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 3

  • EP Wealth Advisors, LLC$3M
  • Schulz Wealth, LTD.$2M
  • Simplicity Wealth,LLC$584K

Full exits 10

  • Penserra Capital Management LLC$20M
  • PERSONAL CFO SOLUTIONS, LLC$13M
  • HighTower Advisors, LLC$9M
  • U.S. Capital Wealth Advisors, LLC$7M
  • Janney Montgomery Scott LLC$5M
  • Opes Wealth Management LLC$3M

Largest adds

  • Brookstone Capital Management$18M
  • Arax Advisory Partners$16M
  • COFG Advisors, LLC$2M
  • INTEGRAL INVESTMENT ADVISORS, INC.$2M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • OSAIC HOLDINGS, INC.$903K

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • OLD MISSION CAPITAL LLC$294K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Brookstone Capital Management added883,904$52M20.0%2026-Q2
COFG Advisors, LLC trimmed393,947$23M8.9%2026-Q2
Arax Advisory Partners added284,327$17M6.4%2026-Q2
INTEGRAL INVESTMENT ADVISORS, INC. added271,186$16M6.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed248,556$15M5.6%2026-Q2
OSAIC HOLDINGS, INC. added132,057$8M3.0%2026-Q2
Cetera Investment Advisers trimmed129,078$8M2.9%2026-Q2
Lido Advisors, LLC107,920$6M2.4%2026-Q2
Steward Partners Investment Advisory, LLC trimmed101,641$6M2.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added97,189$6M2.2%2026-Q2
LPL Financial LLC trimmed93,659$6M2.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added89,063$5M2.0%2026-Q2
Maltin Wealth Management, Inc.84,977$5M1.9%2026-Q2
Crown Wealth Group, LLC trimmed83,622$5M1.9%2026-Q2
Cerity Partners LLC added73,252$4M1.7%2026-Q2
DHJJ Financial Advisors, Ltd. trimmed65,282$4M1.5%2026-Q2
EP Wealth Advisors, LLC new57,913$3M1.3%2026-Q2
GWN SECURITIES INC. trimmed51,950$3M1.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed45,919$3M1.0%2026-Q2
TRUIST FINANCIAL CORP trimmed44,617$3M1.0%2026-Q2
First Commonwealth Financial Corp /PA/ trimmed44,173$3M1.0%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added42,614$3M1.0%2026-Q2
My Personal CFO, LLC trimmed41,894$2M0.9%2026-Q2
Bellwether Advisors, LLC38,480$2M0.9%2026-Q2
FSA Advisors, Inc. trimmed37,704$2M0.9%2026-Q2
Kestra Advisory Services, LLC trimmed37,389$2M0.8%2026-Q2
MML INVESTORS SERVICES, LLC added32,892$2M0.7%2026-Q2
Schulz Wealth, LTD.32,130$2M0.7%2026-Q2
Orion Porfolio Solutions, LLC added31,024$2M0.7%2026-Q2
CoreCap Advisors, LLC trimmed29,234$2M0.7%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed27,886$2M0.6%2026-Q2
Arkadios Wealth Advisors added26,485$2M0.6%2026-Q2
Lantz Financial LLC trimmed25,161$1M0.6%2026-Q2
Berkshire Money Management, Inc.23,219$1M0.5%2026-Q2
Beacon Pointe Advisors, LLC trimmed20,774$1M0.5%2026-Q2
World Investment Advisors trimmed19,848$1M0.4%2026-Q2
Spire Wealth Management trimmed18,732$1M0.4%2026-Q2
Atria Investments, Inc trimmed18,685$1M0.4%2026-Q2
Weaver Consulting Group18,493$1M0.4%2026-Q2
Snowden Capital Advisors LLC trimmed17,479$1M0.4%2026-Q2
FORONJY FINANCIAL LLC added17,465$1M0.4%2026-Q2
Advisory Services Network, LLC15,955$939K0.4%2026-Q2
City Center Advisors, LLC trimmed14,380$847K0.3%2026-Q2
Chris Bulman Inc trimmed14,037$826K0.3%2026-Q2
Focus Financial Network, Inc. trimmed13,796$812K0.3%2026-Q2
PCA Investment Advisory Services Inc. added13,461$792K0.3%2026-Q2
Stratos Wealth Advisors, LLC13,256$780K0.3%2026-Q2
Valtinson Bruner Financial Planning LLC13,126$773K0.3%2026-Q2
OLD MISSION CAPITAL LLC trimmed12,889$759K0.3%2026-Q2
BFI Wealth Solutions, LLC trimmed12,636$744K0.3%2026-Q2
Firestone Capital Management12,238$720K0.3%2026-Q2
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,978$705K0.3%2026-Q2
Trek Financial, LLC11,881$699K0.3%2026-Q2
DAVENPORT & Co LLC11,817$696K0.3%2026-Q2
Onyx Bridge Wealth Group LLC11,259$663K0.3%2026-Q2
Chicago Partners Investment Group LLC trimmed11,104$651K0.2%2026-Q2
Merit Financial Group, LLC trimmed10,970$646K0.2%2026-Q2
Ballast Rock Private Wealth LLC10,946$644K0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed10,553$621K0.2%2026-Q2
Simplicity Wealth,LLC new9,926$584K0.2%2026-Q2
Strategic Blueprint, LLC added9,919$584K0.2%2026-Q2
AdvisorNet Financial, Inc9,775$575K0.2%2026-Q2
Orion Capital Management LLC9,660$569K0.2%2026-Q2
WealthPlan Investment Management, LLC trimmed9,368$551K0.2%2026-Q2
Sigma Planning Corp trimmed8,944$527K0.2%2026-Q2
CreativeOne Wealth, LLC added8,719$513K0.2%2026-Q2
Lewis Asset Management, LLC added8,346$491K0.2%2026-Q2
Annis Gardner Whiting Capital Advisors, LLC8,200$483K0.2%2026-Q2
Triad Wealth Partners, LLC trimmed8,167$487K0.2%2026-Q2
Waterloo Capital, L.P.7,998$471K0.2%2026-Q2
AlphaStar Capital Management, LLC trimmed7,849$462K0.2%2026-Q2
OneDigital Investment Advisors LLC7,437$438K0.2%2026-Q2
BCGM Wealth Management, LLC6,925$408K0.2%2026-Q2
RETIREMENT INCOME SOLUTIONS, INC6,757$360K0.1%2026-Q2
CRA Financial Services, LLC6,650$391K0.2%2026-Q2
Foundations Investment Advisors, LLC trimmed6,564$386K0.1%2026-Q2
Bedel Financial Consulting, Inc.6,420$378K0.1%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC6,365$375K0.1%2026-Q2
TopTier Wealth Management, LLC trimmed6,180$364K0.1%2026-Q2
Diligent Investors, LLC trimmed5,985$352K0.1%2026-Q2
Dominguez Wealth Management Solutions, Inc.5,892$347K0.1%2026-Q2
Tradition Wealth Management, LLC5,795$341K0.1%2026-Q2
BCS Wealth Management trimmed5,585$329K0.1%2026-Q2
AE Wealth Management LLC trimmed5,183$305K0.1%2026-Q2
Pinnacle Wealth Management Group, Inc. trimmed5,100$300K0.1%2026-Q2
Beacon Financial Advisory LLC trimmed5,072$299K0.1%2026-Q2
RFG Advisory, LLC trimmed5,007$295K0.1%2026-Q2
Gladstone Institutional Advisory LLC new4,924$290K0.1%2026-Q2
Dynamic Advisor Solutions LLC4,806$283K0.1%2026-Q2
IMG Wealth Management, Inc.4,799$283K0.1%2026-Q2
Parallel Advisors, LLC4,557$268K0.1%2026-Q2
Ausdal Financial Partners, Inc. added4,390$258K0.1%2026-Q2
Main Street Financial Solutions, LLC4,330$255K0.1%2026-Q2
GTS SECURITIES LLC4,203$247K0.1%2026-Q2
Outlook Wealth Advisors, LLC4,189$247K0.1%2026-Q2
Kathmere Capital Management, LLC trimmed4,170$245K0.1%2026-Q2
Summit Financial, LLC new3,972$234K0.1%2026-Q2
Mutual Advisors, LLC3,926$231K0.1%2026-Q2
Keystone Wealth Services, LLC3,812$224K0.1%2026-Q2
CYPRESS FINANCIAL PLANNING LLC trimmed3,510$207K0.1%2026-Q2

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