Who owns BSJR
Which tracked institutional funds hold BSJR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSJR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
36 tracked funds added or opened BSJR while 19 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
BSJR’s largest tracked holder by dollar value, Mirador Capital Partners LP, sizes it at 6.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSJR 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 158 tracked filers holding BSJR, 76 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 BSJR 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 6
- Delta Investment Management, LLC$7M
- NewEdge Advisors, LLC$2M
- Collaborative Fund Advisors, LLC$2M
- TD Waterhouse Canada Inc.$2M
- J.W. COLE ADVISORS, INC.$832K
- Farnam Financial LLC$765K
Full exits 10
- Matthew Goff Investment Advisor, LLC$6M
- Horizons Wealth Management$3M
- Independent Advisor Alliance$3M
- CWM, LLC$2M
- Mariner, LLC$2M
- Atria Investments, Inc$1M
Largest adds
- OSAIC HOLDINGS, INC.$7M
- Accurate Wealth Management, LLC$5M
- Altium Investment Strategies LLC$5M
- LPL Financial LLC$3M
- Mirador Capital Partners LP$3M
- BANK OF MONTREAL /CAN/$2M
Largest trims
- Larson Financial Group LLC$6M
- UBS Group AG$4M
- Tower Research Capital LLC (TRC)$2M
- Bright Futures Wealth Management, LLC.$2M
- Intrua Financial, LLC$914K
- Ark Wealth Advisors LLC$658K
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 added | 2,395,160 | $54M | 9.4% | 2026-Q2 |
| LPL Financial LLC added | 2,124,675 | $47M | 8.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,705,927 | $38M | 6.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,429,596 | $32M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,244,589 | $28M | 4.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,147,775 | $26M | 4.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 985,722 | $22M | 3.9% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 768,762 | $17M | 3.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 713,232 | $16M | 2.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 660,311 | $15M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 555,768 | $12M | 2.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 522,332 | $12M | 2.1% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 475,561 | $11M | 1.9% | 2026-Q2 |
| Altium Investment Strategies LLC added | 475,561 | $11M | 1.9% | 2026-Q2 |
| Advisory Alpha, LLC added | 465,244 | $10M | 1.8% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 456,265 | $10M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 400,145 | $9M | 1.6% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 366,184 | $8M | 1.4% | 2026-Q2 |
| Verity Asset Management, Inc. added | 362,888 | $8M | 1.4% | 2026-Q2 |
| SFE Investment Counsel trimmed | 358,973 | $8M | 1.4% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 358,454 | $8M | 1.4% | 2026-Q2 |
| BANTA ASSET MANAGEMENT LP added | 330,285 | $7M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 322,104 | $7M | 1.3% | 2026-Q2 |
| Delta Investment Management, LLC new | 316,214 | $7M | 1.2% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 309,958 | $7M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 307,642 | $7M | 1.2% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 298,406 | $7M | 1.2% | 2026-Q2 |
| OLD SECOND NATIONAL BANK OF AURORA trimmed | 236,667 | $5M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 230,451 | $5M | 0.9% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 209,291 | $5M | 0.8% | 2026-Q2 |
| Ark Wealth Advisors LLC trimmed | 205,460 | $5M | 0.8% | 2026-Q2 |
| Oder Investment Management, LLC added | 198,942 | $4M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 196,120 | $4M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 176,687 | $4M | 0.7% | 2026-Q2 |
| River Street Advisors LLC added | 167,642 | $4M | 0.7% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. added | 162,746 | $4M | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc added | 160,293 | $4M | 0.6% | 2026-Q2 |
| Sidoxia Capital Management, LLC added | 144,834 | $3M | 0.6% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 141,191 | $3M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 134,651 | $3M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 109,063 | $2M | 0.4% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 104,647 | $2M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 101,783 | $2M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 100,623 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 93,250 | $2M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 91,566 | $2M | 0.4% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 91,073 | $2M | 0.4% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 88,041 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 86,787 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 82,995 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 81,270 | $2M | 0.3% | 2026-Q2 |
| Paradiem, LLC trimmed | 78,097 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 74,786 | $2M | 0.3% | 2026-Q2 |
| Collaborative Fund Advisors, LLC new | 72,178 | $2M | 0.3% | 2026-Q2 |
| Legacy Financial Group LLC added | 71,490 | $2M | 0.3% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 71,087 | $2M | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC added | 68,987 | $2M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 68,060 | $2M | 0.3% | 2026-Q2 |
| Altrius Capital Management Inc trimmed | 63,205 | $1M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 62,697 | $1M | 0.2% | 2026-Q2 |
| Sound Stewardship, LLC added | 61,829 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 61,276 | $1M | 0.2% | 2026-Q2 |
| Segment Wealth Management, LLC trimmed | 61,110 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 58,383 | $1M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 57,062 | $1M | 0.2% | 2026-Q2 |
| AA Financial Advisors, LLC added | 53,353 | $1M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 47,135 | $1M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 47,106 | $1M | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 46,013 | $1M | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC trimmed | 43,675 | $976K | 0.2% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 43,081 | $963K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 42,045 | $940K | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 41,126 | $919K | 0.2% | 2026-Q2 |
| Key Financial Inc added | 41,087 | $918K | 0.2% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 39,794 | $889K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 37,221 | $832K | 0.1% | 2026-Q2 |
| Northwest Bancshares, Inc. trimmed | 36,383 | $813K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 36,281 | $811K | 0.1% | 2026-Q2 |
| Farnam Financial LLC new | 34,252 | $765K | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. trimmed | 32,962 | $737K | 0.1% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 31,765 | $710K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 31,655 | $707K | 0.1% | 2026-Q2 |
| Ballew Advisors, Inc | 31,396 | $702K | 0.1% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 31,328 | $700K | 0.1% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC | 29,385 | $657K | 0.1% | 2026-Q2 |
| Stablepoint Partners, LLC trimmed | 28,964 | $647K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 27,788 | $621K | 0.1% | 2026-Q2 |
| BXM Wealth LLC trimmed | 27,693 | $619K | 0.1% | 2026-Q2 |
| Private Advisory Group LLC added | 27,128 | $606K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 27,072 | $605K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 26,999 | $603K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 26,787 | $599K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 26,698 | $597K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 25,662 | $573K | 0.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 25,432 | $568K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 25,410 | $568K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 24,371 | $545K | 0.1% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC trimmed | 24,054 | $538K | 0.1% | 2026-Q2 |
| Gradient Investments LLC trimmed | 23,517 | $526K | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 23,497 | $525K | 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.