Who owns BSJS
Which tracked institutional funds hold BSJS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSJS 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
32 tracked funds added or opened BSJS while 12 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
BSJS’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes BSJS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BSJS 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 144 tracked filers holding BSJS, 104 increased or opened the position and 39 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 BSJS 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 8
- Ashton Thomas Private Wealth, LLC$11M
- Verity Asset Management, Inc.$5M
- KICKSTAND VENTURES, LLC.$3M
- LBMC INVESTMENT ADVISORS, LLC$2M
- Independent Advisor Alliance$2M
- Intrua Financial, LLC$1M
Full exits 3
- ROVIN CAPITAL /UT/ /ADV$7M
- NewEdge Advisors, LLC$1M
- Focus Partners Wealth$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$10M
- OSAIC HOLDINGS, INC.$5M
- Cetera Investment Advisers$4M
- LPL Financial LLC$3M
- OLD MISSION CAPITAL LLC$3M
- MERCER GLOBAL ADVISORS INC /ADV$2M
Largest trims
- Steward Partners Investment Advisory, LLC$5M
- Atria Investments, Inc$3M
- Mariner, LLC$2M
- Tower Research Capital LLC (TRC)$2M
- JANE STREET GROUP, LLC$1M
- Equitable Holdings, Inc.$1M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,340,587 | $51M | 12.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,610,747 | $35M | 8.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,202,092 | $26M | 6.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,182,087 | $26M | 6.1% | 2026-Q1 |
| Cetera Investment Advisers added | 755,566 | $16M | 3.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 593,186 | $13M | 3.1% | 2026-Q1 |
| UBS Group AG added | 590,222 | $13M | 3.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 572,726 | $12M | 3.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 529,399 | $11M | 2.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 499,435 | $11M | 2.6% | 2026-Q1 |
| HUB Investment Partners, LLC added | 493,130 | $11M | 2.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 465,029 | $10M | 2.4% | 2026-Q1 |
| SFE Investment Counsel added | 384,000 | $8M | 2.0% | 2026-Q1 |
| Leo Wealth, LLC added | 383,914 | $8M | 2.0% | 2026-Q1 |
| BANTA ASSET MANAGEMENT LP added | 331,520 | $7M | 1.7% | 2026-Q1 |
| Advisory Alpha, LLC added | 302,172 | $7M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 293,132 | $6M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 270,106 | $6M | 1.4% | 2026-Q1 |
| GPM Growth Investors, Inc. added | 255,074 | $6M | 1.3% | 2026-Q1 |
| Verity Asset Management, Inc. new | 251,431 | $5M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 250,641 | $5M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 226,726 | $5M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 218,624 | $5M | 1.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 192,894 | $4M | 1.0% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 188,760 | $4M | 1.0% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 184,719 | $4M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 178,173 | $4M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 176,556 | $4M | 0.9% | 2026-Q1 |
| Prospera Financial Services Inc added | 152,105 | $3M | 0.8% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. new | 147,273 | $3M | 0.8% | 2026-Q1 |
| Pacific Wealth Strategies Group, Inc. added | 118,877 | $3M | 0.6% | 2026-Q1 |
| Oder Investment Management, LLC added | 116,076 | $3M | 0.6% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC new | 111,907 | $2M | 0.6% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 105,655 | $2M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 103,631 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 100,714 | $2M | 0.5% | 2026-Q1 |
| Strait & Sound Wealth Management LLC added | 93,557 | $2M | 0.5% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 91,739 | $2M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 91,308 | $2M | 0.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 90,279 | $2M | 0.5% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 90,092 | $2M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 89,065 | $2M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 86,478 | $2M | 0.4% | 2026-Q1 |
| S.E.E.D. Planning Group LLC added | 77,528 | $2M | 0.4% | 2026-Q1 |
| Ark Wealth Advisors LLC added | 77,469 | $2M | 0.4% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 73,931 | $2M | 0.4% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 69,110 | $1M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 68,214 | $1M | 0.4% | 2026-Q1 |
| Independent Wealth Advisors LLC added | 68,091 | $1M | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 67,741 | $1M | 0.3% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 65,538 | $1M | 0.3% | 2026-Q1 |
| Sound Stewardship, LLC added | 63,019 | $1M | 0.3% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 61,977 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 59,670 | $1M | 0.3% | 2026-Q1 |
| FCA CORP /TX added | 57,452 | $1M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 56,918 | $1M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 56,202 | $1M | 0.3% | 2026-Q1 |
| Intrua Financial, LLC new | 55,610 | $1M | 0.3% | 2026-Q1 |
| Segment Wealth Management, LLC trimmed | 54,110 | $1M | 0.3% | 2026-Q1 |
| Legacy Financial Group LLC added | 43,044 | $933K | 0.2% | 2026-Q1 |
| Altrius Capital Management Inc trimmed | 42,261 | $916K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC trimmed | 41,638 | $903K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 39,935 | $866K | 0.2% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 39,473 | $856K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 38,588 | $837K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 38,387 | $833K | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 38,377 | $832K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 38,167 | $828K | 0.2% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 37,960 | $823K | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 36,944 | $801K | 0.2% | 2026-Q1 |
| SHUFRO ROSE & CO LLC trimmed | 34,900 | $757K | 0.2% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 34,157 | $746K | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC added | 33,097 | $718K | 0.2% | 2026-Q1 |
| Axim Planning & Wealth added | 32,742 | $710K | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 30,875 | $670K | 0.2% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 30,862 | $669K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 30,405 | $659K | 0.2% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 30,174 | $654K | 0.2% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 29,248 | $633K | 0.2% | 2026-Q1 |
| Private Advisory Group LLC added | 28,506 | $618K | 0.1% | 2026-Q1 |
| Key Financial Inc added | 28,277 | $613K | 0.1% | 2026-Q1 |
| Net Worth Advisory Group added | 28,212 | $612K | 0.1% | 2026-Q1 |
| Ballew Advisors, Inc | 25,316 | $554K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 25,126 | $547K | 0.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC added | 24,043 | $525K | 0.1% | 2026-Q1 |
| Mirador Capital Partners LP new | 23,291 | $505K | 0.1% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 23,257 | $504K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 22,660 | $491K | 0.1% | 2026-Q1 |
| Topsail Wealth Management, LLC added | 22,602 | $490K | 0.1% | 2026-Q1 |
| ROVIN CAPITAL /UT/ /ADV added | 312,794 | $7M | 1.6% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 121,173 | $3M | 0.6% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 66,402 | $1M | 0.3% | 2025-Q4 stale |
| Focus Partners Wealth new | 59,712 | $1M | 0.3% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC new | 59,339 | $1M | 0.3% | 2025-Q3 stale |
| ABSOLUTE CAPITAL MANAGEMENT, LLC new | 58,124 | $1M | 0.3% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp added | 45,341 | $1M | 0.2% | 2025-Q3 stale |
| Tyler-Stone Wealth Management added | 38,707 | $853K | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 36,175 | $799K | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,348 | $559K | 0.1% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 22,520 | $495K | 0.1% | 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.