Who owns BJUL
Which tracked institutional funds hold BJUL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BJUL 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.
How the tape is positioned
18 tracked funds added or opened BJUL while 11 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
BJUL’s largest tracked holder by dollar value, COFG Advisors, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BJUL 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 117 tracked filers holding BJUL, 39 increased or opened the position and 60 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 BJUL 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 2
- OLD MISSION CAPITAL LLC$1M
- Simplicity Wealth,LLC$522K
Full exits 6
- Penserra Capital Management LLC$20M
- HighTower Advisors, LLC$8M
- Janney Montgomery Scott LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Strategic Blueprint, LLC$1M
- CWM, LLC$910K
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- OSAIC HOLDINGS, INC.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- INTEGRAL INVESTMENT ADVISORS, INC.$2M
- COFG Advisors, LLC$2M
- GWN SECURITIES INC.$1M
Largest trims
- EverSource Wealth Advisors, LLC$991K
- Global Trust Wealth Management LLC$472K
- CHAPMAN FINANCIAL GROUP, LLC$458K
- ENVESTNET ASSET MANAGEMENT INC$388K
- Arax Advisory Partners$284K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| COFG Advisors, LLC trimmed | 359,409 | $20M | 11.9% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 292,075 | $16M | 9.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 218,958 | $12M | 7.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 175,380 | $10M | 5.8% | 2026-Q2 |
| Cerity Partners LLC added | 165,516 | $9M | 5.5% | 2026-Q2 |
| Cetera Investment Advisers added | 101,257 | $5M | 3.3% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 91,750 | $5M | 3.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 83,725 | $5M | 2.8% | 2026-Q2 |
| Bellwether Advisors, LLC trimmed | 74,924 | $4M | 2.5% | 2026-Q2 |
| LPL Financial LLC added | 62,107 | $3M | 2.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 49,663 | $3M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 43,841 | $2M | 1.4% | 2026-Q2 |
| SIGNATUREFD, LLC | 42,034 | $2M | 1.4% | 2026-Q2 |
| Wealthquest Corp trimmed | 41,183 | $2M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 39,869 | $2M | 1.3% | 2026-Q2 |
| My Personal CFO, LLC trimmed | 39,755 | $2M | 1.3% | 2026-Q2 |
| Spire Wealth Management trimmed | 39,712 | $2M | 1.3% | 2026-Q2 |
| Snowden Capital Advisors LLC | 39,130 | $2M | 1.3% | 2026-Q2 |
| Lantz Financial LLC trimmed | 38,045 | $2M | 1.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 37,747 | $2M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 37,222 | $2M | 1.2% | 2026-Q2 |
| FSA Advisors, Inc. added | 37,132 | $2M | 1.2% | 2026-Q2 |
| Berkshire Money Management, Inc. trimmed | 34,038 | $2M | 1.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 33,585 | $2M | 1.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 31,971 | $2M | 1.1% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 31,930 | $2M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 25,592 | $1M | 0.8% | 2026-Q2 |
| Cornerstone Wealth Group, LLC | 24,847 | $1M | 0.8% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 24,518 | $1M | 0.8% | 2026-Q2 |
| Brookstone Capital Management trimmed | 24,410 | $1M | 0.8% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 23,514 | $1M | 0.8% | 2026-Q2 |
| World Investment Advisors trimmed | 23,264 | $1M | 0.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 21,831 | $1M | 0.7% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 21,825 | $1M | 0.7% | 2026-Q2 |
| BCGM Wealth Management, LLC | 21,352 | $1M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 21,340 | $1M | 0.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 20,181 | $1M | 0.7% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 18,905 | $1M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 18,562 | $1M | 0.6% | 2026-Q2 |
| Commerce Advisors, LLC | 18,413 | $1,000K | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,755 | $965K | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC | 16,577 | $900K | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC | 16,395 | $890K | 0.5% | 2026-Q2 |
| BCS Wealth Management trimmed | 16,313 | $886K | 0.5% | 2026-Q2 |
| City Center Advisors, LLC trimmed | 15,670 | $851K | 0.5% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 14,110 | $766K | 0.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 13,753 | $747K | 0.5% | 2026-Q2 |
| Global Trust Wealth Management LLC trimmed | 13,675 | $743K | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 13,278 | $729K | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 12,970 | $704K | 0.4% | 2026-Q2 |
| Sigma Planning Corp trimmed | 12,634 | $686K | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC | 12,417 | $674K | 0.4% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 12,232 | $664K | 0.4% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 12,050 | $654K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC | 11,065 | $601K | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 10,603 | $576K | 0.4% | 2026-Q2 |
| CRA Financial Services, LLC trimmed | 9,915 | $538K | 0.3% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 9,895 | $537K | 0.3% | 2026-Q2 |
| Wingate Wealth Advisors, Inc. added | 9,864 | $536K | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 9,679 | $526K | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 9,611 | $522K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 9,469 | $514K | 0.3% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 8,857 | $481K | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 8,036 | $436K | 0.3% | 2026-Q2 |
| D.B. Root & Company, LLC added | 7,831 | $425K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 7,763 | $422K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,666 | $416K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 7,102 | $386K | 0.2% | 2026-Q2 |
| Ballast Rock Private Wealth LLC | 6,671 | $362K | 0.2% | 2026-Q2 |
| Southland Equity Partners LLC | 6,522 | $354K | 0.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 6,410 | $348K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 6,385 | $347K | 0.2% | 2026-Q2 |
| Seros Financial, LLC added | 6,325 | $344K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 6,058 | $329K | 0.2% | 2026-Q2 |
| Chris Bulman Inc added | 5,875 | $319K | 0.2% | 2026-Q2 |
| Soltis Investment Advisors LLC | 5,824 | $316K | 0.2% | 2026-Q2 |
| Lewis Asset Management, LLC added | 5,787 | $314K | 0.2% | 2026-Q2 |
| 4J Wealth Management LLC | 5,750 | $312K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,636 | $306K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 5,471 | $297K | 0.2% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC | 5,368 | $267K | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 5,352 | $291K | 0.2% | 2026-Q2 |
| Weaver Consulting Group | 5,326 | $289K | 0.2% | 2026-Q2 |
| Schulz Wealth, LTD. | 5,125 | $278K | 0.2% | 2026-Q2 |
| Arax Advisory Partners trimmed | 5,113 | $278K | 0.2% | 2026-Q2 |
| Three Seasons Wealth, LLC | 5,065 | $275K | 0.2% | 2026-Q2 |
| Trek Financial, LLC trimmed | 5,014 | $272K | 0.2% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC | 4,403 | $239K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC | 4,377 | $238K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 4,188 | $227K | 0.1% | 2026-Q2 |
| Buska Wealth Management, LLC trimmed | 3,871 | $210K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 3,858 | $210K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 3,834 | $208K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 3,684 | $200K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC | 3,000 | $163K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 2,021 | $110K | 0.1% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 1,985 | $108K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,629 | $88K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 1,621 | $88K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 1,529 | $83K | 0.1% | 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.
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.