Who owns BSJQ
Which tracked institutional funds hold BSJQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSJQ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 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
32 tracked funds added or opened BSJQ while 46 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
BSJQ’s largest tracked holder by dollar value, Mirador Capital Partners LP, sizes it at 10.6% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 10.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSJQ 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 196 tracked filers holding BSJQ, 95 increased or opened the position and 104 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 BSJQ 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 10
- Matthew Goff Investment Advisor, LLC$9M
- Sidoxia Capital Management, LLC$4M
- JANE STREET GROUP, LLC$3M
- Altium Investment Strategies LLC$3M
- Independent Advisor Alliance$3M
- TFR Capital, LLC.$2M
Full exits 13
- Atria Investments, Inc$12M
- ROVIN CAPITAL /UT/ /ADV$5M
- CHATHAM CAPITAL GROUP, INC.$4M
- Focus Partners Wealth$4M
- 49 WEALTH MANAGEMENT, LLC$4M
- River Street Advisors LLC$3M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$9M
- MERCER GLOBAL ADVISORS INC /ADV$4M
- Jaffetilchin Investment Partners, LLC$3M
- AMERIPRISE FINANCIAL INC$2M
- OSAIC HOLDINGS, INC.$2M
- Kestra Advisory Services, LLC$1M
Largest trims
- RAYMOND JAMES FINANCIAL INC$19M
- Mariner, LLC$11M
- Ashton Thomas Private Wealth, LLC$9M
- BANK OF AMERICA CORP /DE/$7M
- OLD SECOND NATIONAL BANK OF AURORA$5M
- Stablepoint Partners, LLC$3M
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 |
|---|---|---|---|---|
| Mirador Capital Partners LP trimmed | 3,225,071 | $75M | 9.5% | 2026-Q1 |
| UBS Group AG added | 2,405,897 | $56M | 7.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,351,333 | $54M | 6.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,463,565 | $34M | 4.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,256,808 | $29M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,055,616 | $24M | 3.1% | 2026-Q1 |
| Delta Investment Management, LLC added | 1,039,243 | $24M | 3.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 1,021,704 | $24M | 3.0% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 759,334 | $18M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 752,293 | $17M | 2.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 623,416 | $14M | 1.8% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 547,860 | $13M | 1.6% | 2026-Q1 |
| Advisory Alpha, LLC added | 473,691 | $11M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 453,955 | $11M | 1.3% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 445,230 | $10M | 1.3% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 438,485 | $10M | 1.3% | 2026-Q1 |
| Cornerstone Planning, LLC trimmed | 422,338 | $10M | 1.2% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC new | 486,104 | $9M | 1.2% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 399,427 | $9M | 1.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 394,158 | $9M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 375,681 | $9M | 1.1% | 2026-Q1 |
| Leo Wealth, LLC added | 369,699 | $9M | 1.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 360,465 | $8M | 1.1% | 2026-Q1 |
| Avior Wealth Management, LLC added | 358,722 | $8M | 1.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 350,008 | $8M | 1.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 341,778 | $8M | 1.0% | 2026-Q1 |
| Verity Asset Management, Inc. added | 332,780 | $8M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 309,441 | $7M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 290,494 | $7M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 282,000 | $7M | 0.8% | 2026-Q1 |
| SFE Investment Counsel trimmed | 267,933 | $6M | 0.8% | 2026-Q1 |
| Legacy Financial Group LLC trimmed | 266,906 | $6M | 0.8% | 2026-Q1 |
| CWM, LLC trimmed | 266,522 | $6M | 0.8% | 2026-Q1 |
| Ark Wealth Advisors LLC trimmed | 226,372 | $5M | 0.7% | 2026-Q1 |
| BANTA ASSET MANAGEMENT LP trimmed | 222,218 | $5M | 0.7% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 209,683 | $5M | 0.6% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 206,116 | $5M | 0.6% | 2026-Q1 |
| Oder Investment Management, LLC trimmed | 202,241 | $5M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 200,603 | $5M | 0.6% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 191,104 | $4M | 0.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 190,491 | $4M | 0.6% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 173,100 | $4M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 166,241 | $4M | 0.5% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 162,799 | $4M | 0.5% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 159,860 | $4M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 157,667 | $4M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 157,394 | $4M | 0.5% | 2026-Q1 |
| HB Wealth Management, LLC added | 155,423 | $4M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 152,380 | $4M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 144,033 | $3M | 0.4% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 143,152 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 139,197 | $3M | 0.4% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 137,419 | $3M | 0.4% | 2026-Q1 |
| Altium Investment Strategies LLC new | 137,419 | $3M | 0.4% | 2026-Q1 |
| Pacific Wealth Strategies Group, Inc. added | 133,383 | $3M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 132,545 | $3M | 0.4% | 2026-Q1 |
| Horizons Wealth Management trimmed | 119,356 | $3M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 115,061 | $3M | 0.3% | 2026-Q1 |
| TFR Capital, LLC. new | 107,071 | $2M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 105,792 | $2M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 103,450 | $2M | 0.3% | 2026-Q1 |
| Strait & Sound Wealth Management LLC added | 93,983 | $2M | 0.3% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS trimmed | 93,723 | $2M | 0.3% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 90,955 | $2M | 0.3% | 2026-Q1 |
| Northwest Bancshares, Inc. trimmed | 87,383 | $2M | 0.3% | 2026-Q1 |
| Independent Wealth Advisors LLC added | 87,332 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 86,862 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 84,265 | $2M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 83,178 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 82,192 | $2M | 0.2% | 2026-Q1 |
| Paradiem, LLC trimmed | 77,756 | $2M | 0.2% | 2026-Q1 |
| S.E.E.D. Planning Group LLC added | 73,172 | $2M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 72,829 | $2M | 0.2% | 2026-Q1 |
| BETO FINANCIAL GROUP, LLC trimmed | 71,185 | $2M | 0.2% | 2026-Q1 |
| Ledgewood Wealth Advisors, LLC added | 68,760 | $2M | 0.2% | 2026-Q1 |
| Key Financial Inc added | 64,423 | $1M | 0.2% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 62,149 | $1M | 0.2% | 2026-Q1 |
| EVEXIA WEALTH LLC added | 61,773 | $1M | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC trimmed | 61,696 | $1M | 0.2% | 2026-Q1 |
| Montis Financial, LLC added | 60,814 | $1M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 58,529 | $1M | 0.2% | 2026-Q1 |
| Sound Stewardship, LLC added | 58,022 | $1M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 53,780 | $1M | 0.2% | 2026-Q1 |
| Allworth Financial LP | 52,384 | $1M | 0.2% | 2026-Q1 |
| Sterling Financial Group, Inc. added | 1,208,421 | $28M | 3.6% | 2025-Q1 stale |
| Atria Investments, Inc added | 497,895 | $12M | 1.5% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 284,051 | $7M | 0.8% | 2025-Q2 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 282,006 | $7M | 0.8% | 2025-Q2 stale |
| ROVIN CAPITAL /UT/ /ADV trimmed | 215,408 | $5M | 0.6% | 2025-Q4 stale |
| CHATHAM CAPITAL GROUP, INC. added | 177,299 | $4M | 0.5% | 2025-Q4 stale |
| Focus Partners Wealth new | 169,490 | $4M | 0.5% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 167,677 | $4M | 0.5% | 2025-Q3 stale |
| 49 WEALTH MANAGEMENT, LLC added | 166,212 | $4M | 0.5% | 2025-Q4 stale |
| River Street Advisors LLC trimmed | 132,921 | $3M | 0.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 76,888 | $2M | 0.2% | 2025-Q4 stale |
| AIFG Consultants Ltd. trimmed | 74,495 | $2M | 0.2% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC added | 72,910 | $2M | 0.2% | 2025-Q4 stale |
| Segment Wealth Management, LLC trimmed | 55,010 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 54,233 | $1M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 53,655 | $1M | 0.2% | 2025-Q2 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.