Who owns BSJR (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-Q1 13F filings. 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
37 tracked funds added or opened BSJR while 21 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
BSJR’s largest tracked holder by dollar value, Mirador Capital Partners LP, sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 7.1pp 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 2025-Q4 and 2026-Q1, across 168 tracked filers holding BSJR, 102 increased or opened the position and 56 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 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 9
- Verity Asset Management, Inc.$7M
- Altium Investment Strategies LLC$6M
- Matthew Goff Investment Advisor, LLC$6M
- OLD SECOND NATIONAL BANK OF AURORA$6M
- River Street Advisors LLC$3M
- Sidoxia Capital Management, LLC$3M
Full exits 7
- ROVIN CAPITAL /UT/ /ADV$8M
- NewEdge Advisors, LLC$2M
- Orion Porfolio Solutions, LLC$2M
- Focus Partners Wealth$1M
- J.W. COLE ADVISORS, INC.$755K
- Thrivent Financial for Lutherans$749K
Largest adds
- RAYMOND JAMES FINANCIAL INC$12M
- Ashton Thomas Private Wealth, LLC$7M
- BANK OF AMERICA CORP /DE/$7M
- OSAIC HOLDINGS, INC.$6M
- CHATHAM CAPITAL GROUP, INC.$5M
- Cetera Investment Advisers$4M
Largest trims
- OLD MISSION CAPITAL LLC$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Atria Investments, Inc$2M
- JANE STREET GROUP, LLC$1M
- Mariner, LLC$1M
- MORGAN STANLEY$886K
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 added | 2,252,608 | $50M | 8.9% | 2026-Q1 |
| LPL Financial LLC added | 1,976,475 | $44M | 7.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,612,081 | $36M | 6.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,357,172 | $30M | 5.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,177,150 | $26M | 4.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,111,590 | $25M | 4.4% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 959,603 | $21M | 3.8% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 766,470 | $17M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 662,459 | $15M | 2.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 617,617 | $14M | 2.4% | 2026-Q1 |
| UBS Group AG added | 582,999 | $13M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 536,744 | $12M | 2.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 491,544 | $11M | 1.9% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 453,544 | $10M | 1.8% | 2026-Q1 |
| Advisory Alpha, LLC added | 432,133 | $10M | 1.7% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 366,045 | $8M | 1.5% | 2026-Q1 |
| SFE Investment Counsel added | 360,230 | $8M | 1.4% | 2026-Q1 |
| Intrua Financial, LLC added | 350,571 | $8M | 1.4% | 2026-Q1 |
| BANTA ASSET MANAGEMENT LP added | 326,920 | $7M | 1.3% | 2026-Q1 |
| Verity Asset Management, Inc. new | 317,782 | $7M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 311,983 | $7M | 1.2% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 294,172 | $7M | 1.2% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 271,003 | $6M | 1.1% | 2026-Q1 |
| Altium Investment Strategies LLC new | 271,003 | $6M | 1.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 268,330 | $6M | 1.1% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC new | 303,170 | $6M | 1.1% | 2026-Q1 |
| OLD SECOND NATIONAL BANK OF AURORA new | 260,609 | $6M | 1.0% | 2026-Q1 |
| CHATHAM CAPITAL GROUP, INC. added | 252,878 | $6M | 1.0% | 2026-Q1 |
| Ark Wealth Advisors LLC added | 234,696 | $5M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 196,925 | $4M | 0.8% | 2026-Q1 |
| Oder Investment Management, LLC added | 189,091 | $4M | 0.7% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 186,901 | $4M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 176,295 | $4M | 0.7% | 2026-Q1 |
| Prospera Financial Services Inc added | 159,918 | $4M | 0.6% | 2026-Q1 |
| River Street Advisors LLC new | 141,945 | $3M | 0.6% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 140,626 | $3M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 132,979 | $3M | 0.5% | 2026-Q1 |
| Pacific Wealth Strategies Group, Inc. added | 131,235 | $3M | 0.5% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 131,052 | $3M | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 128,927 | $3M | 0.5% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 123,465 | $3M | 0.5% | 2026-Q1 |
| Horizons Wealth Management added | 123,176 | $3M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 121,646 | $3M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 111,804 | $3M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 108,140 | $2M | 0.4% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. added | 107,738 | $2M | 0.4% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 104,655 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 98,004 | $2M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 91,689 | $2M | 0.4% | 2026-Q1 |
| Independent Wealth Advisors LLC added | 86,188 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 84,438 | $2M | 0.3% | 2026-Q1 |
| Paradiem, LLC trimmed | 81,000 | $2M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 78,569 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 77,706 | $2M | 0.3% | 2026-Q1 |
| S.E.E.D. Planning Group LLC added | 75,321 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 73,522 | $2M | 0.3% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC new | 71,054 | $2M | 0.3% | 2026-Q1 |
| Legacy Financial Group LLC trimmed | 69,798 | $2M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 66,608 | $1M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 65,660 | $1M | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 64,797 | $1M | 0.3% | 2026-Q1 |
| Altrius Capital Management Inc trimmed | 64,719 | $1M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 62,990 | $1M | 0.3% | 2026-Q1 |
| Segment Wealth Management, LLC trimmed | 62,400 | $1M | 0.2% | 2026-Q1 |
| Sound Stewardship, LLC added | 59,645 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,236 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 54,763 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 53,581 | $1M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 49,706 | $1M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,787 | $1M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC added | 46,123 | $1M | 0.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 45,258 | $1M | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC trimmed | 43,734 | $978K | 0.2% | 2026-Q1 |
| Leo Wealth, LLC added | 42,385 | $948K | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 42,045 | $940K | 0.2% | 2026-Q1 |
| Northwest Bancshares, Inc. trimmed | 41,989 | $939K | 0.2% | 2026-Q1 |
| Key Financial Inc added | 40,695 | $910K | 0.2% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 39,676 | $887K | 0.2% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS trimmed | 36,409 | $814K | 0.1% | 2026-Q1 |
| Carnegie Investment Counsel trimmed | 36,025 | $806K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 33,199 | $746K | 0.1% | 2026-Q1 |
| Axim Planning & Wealth trimmed | 32,576 | $729K | 0.1% | 2026-Q1 |
| Ballew Advisors, Inc | 31,396 | $707K | 0.1% | 2026-Q1 |
| BXM Wealth LLC added | 31,166 | $697K | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 29,686 | $664K | 0.1% | 2026-Q1 |
| Stablepoint Partners, LLC new | 29,618 | $662K | 0.1% | 2026-Q1 |
| ROVIN CAPITAL /UT/ /ADV added | 338,307 | $8M | 1.4% | 2025-Q4 stale |
| Kaye Capital Management added | 223,347 | $5M | 0.9% | 2025-Q2 stale |
| Tyler-Stone Wealth Management added | 139,167 | $3M | 0.6% | 2025-Q2 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 114,478 | $3M | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 77,457 | $2M | 0.3% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC trimmed | 76,691 | $2M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 66,075 | $1M | 0.3% | 2025-Q1 stale |
| Focus Partners Wealth new | 58,618 | $1M | 0.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC new | 58,144 | $1M | 0.2% | 2025-Q3 stale |
| Turning Point Benefit Group, Inc. added | 49,847 | $1M | 0.2% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 42,186 | $959K | 0.2% | 2025-Q3 stale |
| F/m Investments LLC new | 37,312 | $848K | 0.2% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 33,391 | $755K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans new | 33,117 | $749K | 0.1% | 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.