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-Q2 13F filings (latest filed 2026-09-02). 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
21 tracked funds added or opened BSJQ while 48 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
BSJQ’s largest tracked holder by dollar value, Mirador Capital Partners LP, sizes it at 7.6% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 7.5pp 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 2026-Q1 and 2026-Q2, across 179 tracked filers holding BSJQ, 62 increased or opened the position and 121 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 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 4
- NewEdge Advisors, LLC$2M
- J.W. COLE ADVISORS, INC.$838K
- Farnam Financial LLC$742K
- Orion Porfolio Solutions, LLC$686K
Full exits 14
- Jaffetilchin Investment Partners, LLC$24M
- Matthew Goff Investment Advisor, LLC$9M
- Leo Wealth, LLC$9M
- Avior Wealth Management, LLC$8M
- CWM, LLC$6M
- Integrated Wealth Concepts LLC$3M
Largest adds
- CITADEL ADVISORS LLC$18M
- BANK OF MONTREAL /CAN/$6M
- EVEXIA WEALTH LLC$3M
- OSAIC HOLDINGS, INC.$2M
- Kestra Advisory Services, LLC$2M
- TD Waterhouse Canada Inc.$1M
Largest trims
- UBS Group AG$42M
- Delta Investment Management, LLC$16M
- Mirador Capital Partners LP$12M
- LPL Financial LLC$10M
- Ironwood Financial, llc$4M
- AMERIPRISE FINANCIAL INC$3M
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 |
|---|---|---|---|---|
| Mirador Capital Partners LP trimmed | 2,714,747 | $62M | 11.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,925,101 | $44M | 7.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,362,754 | $31M | 5.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,236,482 | $28M | 5.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 924,269 | $21M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 845,074 | $19M | 3.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 830,303 | $19M | 3.4% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 666,309 | $15M | 2.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 598,587 | $14M | 2.4% | 2026-Q2 |
| UBS Group AG trimmed | 598,155 | $14M | 2.4% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. added | 560,867 | $13M | 2.3% | 2026-Q2 |
| Advisory Alpha, LLC added | 507,769 | $12M | 2.1% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 441,155 | $10M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 432,891 | $10M | 1.8% | 2026-Q2 |
| Cornerstone Planning, LLC added | 428,119 | $10M | 1.7% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 377,575 | $9M | 1.5% | 2026-Q2 |
| Delta Investment Management, LLC trimmed | 361,418 | $8M | 1.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 346,898 | $8M | 1.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 340,946 | $8M | 1.4% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 329,412 | $8M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 320,516 | $7M | 1.3% | 2026-Q2 |
| Verity Asset Management, Inc. trimmed | 311,813 | $7M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 293,559 | $7M | 1.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 293,250 | $7M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 273,030 | $6M | 1.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 255,611 | $6M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 230,792 | $5M | 0.9% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 230,453 | $5M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 226,152 | $5M | 0.9% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 221,775 | $5M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 216,754 | $5M | 0.9% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 211,404 | $5M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 209,063 | $5M | 0.8% | 2026-Q2 |
| BANTA ASSET MANAGEMENT LP trimmed | 197,933 | $5M | 0.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 196,417 | $5M | 0.8% | 2026-Q2 |
| Oder Investment Management, LLC trimmed | 189,443 | $4M | 0.8% | 2026-Q2 |
| Ark Wealth Advisors LLC trimmed | 178,694 | $4M | 0.7% | 2026-Q2 |
| EVEXIA WEALTH LLC added | 175,895 | $4M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 171,667 | $4M | 0.7% | 2026-Q2 |
| SFE Investment Counsel trimmed | 166,621 | $4M | 0.7% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 163,226 | $4M | 0.7% | 2026-Q2 |
| Sidoxia Capital Management, LLC trimmed | 158,727 | $4M | 0.6% | 2026-Q2 |
| HB Wealth Management, LLC added | 155,441 | $4M | 0.6% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. added | 155,192 | $4M | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 155,011 | $4M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 153,950 | $4M | 0.6% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 147,878 | $3M | 0.6% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 144,099 | $3M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 138,166 | $3M | 0.6% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 127,965 | $3M | 0.5% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 116,206 | $3M | 0.5% | 2026-Q2 |
| Strait & Sound Wealth Management LLC added | 110,818 | $3M | 0.5% | 2026-Q2 |
| Altium Investment Strategies LLC trimmed | 108,725 | $2M | 0.4% | 2026-Q2 |
| TFR Capital, LLC. trimmed | 99,214 | $2M | 0.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 96,442 | $2M | 0.4% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 88,387 | $2M | 0.4% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 87,956 | $2M | 0.4% | 2026-Q2 |
| AA Financial Advisors, LLC added | 86,302 | $2M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 85,176 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 78,967 | $2M | 0.3% | 2026-Q2 |
| Northwest Bancshares, Inc. trimmed | 77,664 | $2M | 0.3% | 2026-Q2 |
| Paradiem, LLC trimmed | 74,804 | $2M | 0.3% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 67,496 | $2M | 0.3% | 2026-Q2 |
| Global Assets Advisory, LLC added | 66,976 | $2M | 0.3% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC trimmed | 65,178 | $1M | 0.3% | 2026-Q2 |
| Key Financial Inc trimmed | 63,641 | $1M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 61,432 | $1M | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC trimmed | 61,025 | $1M | 0.2% | 2026-Q2 |
| Sound Stewardship, LLC added | 58,865 | $1M | 0.2% | 2026-Q2 |
| Werba Rubin Papier Wealth Management trimmed | 56,304 | $1M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 53,906 | $1M | 0.2% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC trimmed | 52,588 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 51,384 | $1M | 0.2% | 2026-Q2 |
| Altrius Capital Management Inc trimmed | 50,797 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 48,734 | $1M | 0.2% | 2026-Q2 |
| Stablepoint Partners, LLC trimmed | 45,652 | $1M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 45,180 | $1M | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 44,710 | $1M | 0.2% | 2026-Q2 |
| Livet Wealth, LLC added | 43,464 | $998K | 0.2% | 2026-Q2 |
| Ballew Advisors, Inc | 42,049 | $965K | 0.2% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 41,462 | $952K | 0.2% | 2026-Q2 |
| Montis Financial, LLC trimmed | 38,956 | $894K | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 38,923 | $893K | 0.2% | 2026-Q2 |
| SEMITAM BONAM LLC added | 37,000 | $849K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 36,493 | $838K | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 33,866 | $777K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 33,813 | $776K | 0.1% | 2026-Q2 |
| Farnam Financial LLC added | 32,308 | $742K | 0.1% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 30,440 | $699K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 29,892 | $686K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 29,156 | $669K | 0.1% | 2026-Q2 |
| Wealth Advisory Solutions, LLC trimmed | 28,786 | $661K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 27,317 | $627K | 0.1% | 2026-Q2 |
| BXM Wealth LLC trimmed | 26,985 | $619K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 25,386 | $583K | 0.1% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC | 25,239 | $579K | 0.1% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 24,997 | $574K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 24,304 | $558K | 0.1% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC trimmed | 23,687 | $544K | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 23,136 | $531K | 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.