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-Q1 13F filings (latest filed 2026-05-18). 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
9 tracked funds added or opened BJUL while 18 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
BJUL’s largest tracked holder by dollar value, Penserra Capital Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 122 tracked filers holding BJUL, 26 increased or opened the position and 71 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 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 4
- Orion Porfolio Solutions, LLC$2M
- Atria Investments, Inc$1M
- Commerce Advisors, LLC$915K
- CWM, LLC$910K
Full exits 5
- Motiv8 Investments LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- OLD MISSION CAPITAL LLC$828K
- AlphaStar Capital Management, LLC$730K
- Secure Asset Management, LLC$611K
Largest adds
- Penserra Capital Management LLC$2M
- World Investment Advisors$1M
- EverSource Wealth Advisors, LLC$915K
- Triad Wealth Partners, LLC$584K
- Beacon Pointe Advisors, LLC$315K
Largest trims
- OSAIC HOLDINGS, INC.$4M
- Cetera Investment Advisers$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- BCS Wealth Management$903K
- COFG Advisors, LLC$750K
- Janney Montgomery Scott LLC$652K
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 |
|---|---|---|---|---|
| Penserra Capital Management LLC added | 404,315 | $20M | 10.4% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 361,324 | $18M | 9.3% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 285,983 | $14M | 7.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 199,450 | $10M | 5.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 164,710 | $8M | 4.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 162,034 | $8M | 4.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 133,715 | $7M | 3.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 99,966 | $5M | 2.6% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC trimmed | 92,350 | $5M | 2.4% | 2026-Q1 |
| Bellwether Advisors, LLC | 75,522 | $4M | 1.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 62,997 | $3M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 55,738 | $3M | 1.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 49,763 | $2M | 1.3% | 2026-Q1 |
| My Personal CFO, LLC trimmed | 46,755 | $2M | 1.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 45,910 | $2M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 45,193 | $2M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 43,186 | $2M | 1.1% | 2026-Q1 |
| Wealthquest Corp | 41,750 | $2M | 1.1% | 2026-Q1 |
| SIGNATUREFD, LLC | 42,034 | $2M | 1.1% | 2026-Q1 |
| Spire Wealth Management added | 40,887 | $2M | 1.1% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 39,130 | $2M | 1.0% | 2026-Q1 |
| Lantz Financial LLC trimmed | 38,174 | $2M | 1.0% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 37,747 | $2M | 1.0% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 36,875 | $2M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 35,331 | $2M | 0.9% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 34,856 | $2M | 0.9% | 2026-Q1 |
| Fragasso Financial Advisors Inc | 32,161 | $2M | 0.8% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 30,759 | $2M | 0.8% | 2026-Q1 |
| Cornerstone Wealth Group, LLC | 24,847 | $1M | 0.7% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 26,048 | $1M | 0.7% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 52,828 | $1M | 0.7% | 2026-Q1 |
| World Investment Advisors added | 25,381 | $1M | 0.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 25,105 | $1M | 0.6% | 2026-Q1 |
| Brookstone Capital Management trimmed | 24,765 | $1M | 0.6% | 2026-Q1 |
| Global Trust Wealth Management LLC | 24,450 | $1M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 23,830 | $1M | 0.6% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 22,608 | $1M | 0.6% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 22,497 | $1M | 0.6% | 2026-Q1 |
| Atria Investments, Inc new | 21,435 | $1M | 0.6% | 2026-Q1 |
| BCGM Wealth Management, LLC trimmed | 21,352 | $1M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 19,830 | $985K | 0.5% | 2026-Q1 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 18,892 | $939K | 0.5% | 2026-Q1 |
| Commerce Advisors, LLC new | 18,413 | $915K | 0.5% | 2026-Q1 |
| CWM, LLC added | 18,314 | $910K | 0.5% | 2026-Q1 |
| BCS Wealth Management trimmed | 17,180 | $854K | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 16,577 | $824K | 0.4% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 16,530 | $821K | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC | 16,395 | $815K | 0.4% | 2026-Q1 |
| City Center Advisors, LLC added | 15,837 | $787K | 0.4% | 2026-Q1 |
| IMG Wealth Management, Inc. | 15,667 | $778K | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 14,725 | $732K | 0.4% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 13,892 | $690K | 0.4% | 2026-Q1 |
| Sigma Planning Corp trimmed | 13,240 | $658K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 12,678 | $630K | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC | 12,666 | $629K | 0.3% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 12,639 | $628K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC | 12,417 | $617K | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC | 12,159 | $604K | 0.3% | 2026-Q1 |
| Arax Advisory Partners | 11,304 | $562K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC | 11,065 | $552K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 11,084 | $551K | 0.3% | 2026-Q1 |
| CRA Financial Services, LLC | 10,115 | $503K | 0.3% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 9,898 | $492K | 0.3% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 9,117 | $453K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 8,790 | $437K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. | 8,694 | $432K | 0.2% | 2026-Q1 |
| Wingate Wealth Advisors, Inc. trimmed | 8,198 | $407K | 0.2% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 7,916 | $393K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,720 | $384K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 7,709 | $383K | 0.2% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 7,634 | $379K | 0.2% | 2026-Q1 |
| Trek Financial, LLC trimmed | 7,065 | $351K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 6,831 | $339K | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC trimmed | 6,671 | $331K | 0.2% | 2026-Q1 |
| Southland Equity Partners LLC | 6,522 | $324K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 6,386 | $317K | 0.2% | 2026-Q1 |
| Seros Financial, LLC | 6,211 | $309K | 0.2% | 2026-Q1 |
| Soltis Investment Advisors LLC | 5,824 | $289K | 0.1% | 2026-Q1 |
| 4J Wealth Management LLC | 5,750 | $286K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 5,690 | $283K | 0.1% | 2026-Q1 |
| Lewis Asset Management, LLC new | 5,689 | $283K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,645 | $280K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 5,540 | $275K | 0.1% | 2026-Q1 |
| D.B. Root & Company, LLC | 5,529 | $275K | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC new | 88,140 | $4M | 2.0% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 77,324 | $4M | 1.9% | 2025-Q2 stale |
| Motiv8 Investments LLC trimmed | 38,104 | $2M | 1.0% | 2025-Q4 stale |
| WealthPlan Investment Management, LLC trimmed | 28,636 | $1M | 0.7% | 2025-Q2 stale |
| Bison Wealth, LLC added | 28,302 | $1M | 0.7% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,749 | $1M | 0.6% | 2025-Q4 stale |
| Marcum Wealth, LLC trimmed | 23,971 | $1M | 0.5% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 16,315 | $828K | 0.4% | 2025-Q4 stale |
| AlphaStar Capital Management, LLC new | 14,380 | $730K | 0.4% | 2025-Q4 stale |
| Secure Asset Management, LLC trimmed | 12,027 | $611K | 0.3% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC | 10,149 | $482K | 0.2% | 2025-Q2 stale |
| Vantage Financial Partners, LLC | 7,489 | $380K | 0.2% | 2025-Q4 stale |
| RFG Advisory, LLC trimmed | 8,720 | $376K | 0.2% | 2025-Q1 stale |
| TRUIST FINANCIAL CORP trimmed | 8,380 | $362K | 0.2% | 2025-Q1 stale |
| ACAS, LLC added | 7,040 | $342K | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 6,422 | $325K | 0.2% | 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.