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Institutional Ownership · SEC Form 13F

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.

144
Institutional holders
19M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added2,340,587$51M12.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,610,747$35M8.3%2026-Q1
MORGAN STANLEY added1,202,092$26M6.2%2026-Q1
WELLS FARGO & COMPANY/MN added1,182,087$26M6.1%2026-Q1
Cetera Investment Advisers added755,566$16M3.9%2026-Q1
OSAIC HOLDINGS, INC. added593,186$13M3.1%2026-Q1
UBS Group AG added590,222$13M3.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added572,726$12M3.0%2026-Q1
Ashton Thomas Private Wealth, LLC new529,399$11M2.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS added499,435$11M2.6%2026-Q1
HUB Investment Partners, LLC added493,130$11M2.5%2026-Q1
Parkway Wealth Management Group, LLC added465,029$10M2.4%2026-Q1
SFE Investment Counsel added384,000$8M2.0%2026-Q1
Leo Wealth, LLC added383,914$8M2.0%2026-Q1
BANTA ASSET MANAGEMENT LP added331,520$7M1.7%2026-Q1
Advisory Alpha, LLC added302,172$7M1.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added293,132$6M1.5%2026-Q1
AMERIPRISE FINANCIAL INC added270,106$6M1.4%2026-Q1
GPM Growth Investors, Inc. added255,074$6M1.3%2026-Q1
Verity Asset Management, Inc. new251,431$5M1.3%2026-Q1
ROYAL BANK OF CANADA added250,641$5M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added226,726$5M1.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added218,624$5M1.1%2026-Q1
OLD MISSION CAPITAL LLC added192,894$4M1.0%2026-Q1
Equitable Holdings, Inc. trimmed188,760$4M1.0%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added184,719$4M1.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed178,173$4M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added176,556$4M0.9%2026-Q1
Prospera Financial Services Inc added152,105$3M0.8%2026-Q1
KICKSTAND VENTURES, LLC. new147,273$3M0.8%2026-Q1
Pacific Wealth Strategies Group, Inc. added118,877$3M0.6%2026-Q1
Oder Investment Management, LLC added116,076$3M0.6%2026-Q1
LBMC INVESTMENT ADVISORS, LLC new111,907$2M0.6%2026-Q1
Ironwood Financial, llc trimmed105,655$2M0.5%2026-Q1
Invesco Ltd. trimmed103,631$2M0.5%2026-Q1
STIFEL FINANCIAL CORP added100,714$2M0.5%2026-Q1
Strait & Sound Wealth Management LLC added93,557$2M0.5%2026-Q1
Tower Research Capital LLC (TRC) trimmed91,739$2M0.5%2026-Q1
Steward Partners Investment Advisory, LLC trimmed91,308$2M0.5%2026-Q1
Hennion & Walsh Asset Management, Inc. trimmed90,279$2M0.5%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added90,092$2M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added89,065$2M0.5%2026-Q1
Independent Advisor Alliance added86,478$2M0.4%2026-Q1
S.E.E.D. Planning Group LLC added77,528$2M0.4%2026-Q1
Ark Wealth Advisors LLC added77,469$2M0.4%2026-Q1
Compound Planning, Inc. trimmed73,931$2M0.4%2026-Q1
ASHTON THOMAS SECURITIES, LLC added69,110$1M0.4%2026-Q1
CITADEL ADVISORS LLC added68,214$1M0.4%2026-Q1
Independent Wealth Advisors LLC added68,091$1M0.4%2026-Q1
Atria Investments, Inc trimmed67,741$1M0.3%2026-Q1
Turning Point Benefit Group, Inc. trimmed65,538$1M0.3%2026-Q1
Sound Stewardship, LLC added63,019$1M0.3%2026-Q1
Glass Jacobson Investment Advisors llc added61,977$1M0.3%2026-Q1
Mariner, LLC trimmed59,670$1M0.3%2026-Q1
FCA CORP /TX added57,452$1M0.3%2026-Q1
Foundations Investment Advisors, LLC added56,918$1M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added56,202$1M0.3%2026-Q1
Intrua Financial, LLC new55,610$1M0.3%2026-Q1
Segment Wealth Management, LLC trimmed54,110$1M0.3%2026-Q1
Legacy Financial Group LLC added43,044$933K0.2%2026-Q1
Altrius Capital Management Inc trimmed42,261$916K0.2%2026-Q1
Vantage Point Financial LLC trimmed41,638$903K0.2%2026-Q1
Brookstone Capital Management added39,935$866K0.2%2026-Q1
Sidoxia Capital Management, LLC new39,473$856K0.2%2026-Q1
Private Advisor Group, LLC added38,588$837K0.2%2026-Q1
Kovack Advisors, Inc. trimmed38,387$833K0.2%2026-Q1
BROWN ADVISORY INC added38,377$832K0.2%2026-Q1
Integrated Wealth Concepts LLC added38,167$828K0.2%2026-Q1
Wagner Wealth Management, Corp added37,960$823K0.2%2026-Q1
Clearstead Advisors, LLC added36,944$801K0.2%2026-Q1
SHUFRO ROSE & CO LLC trimmed34,900$757K0.2%2026-Q1
Astoria Portfolio Advisors LLC. trimmed34,157$746K0.2%2026-Q1
AA Financial Advisors, LLC added33,097$718K0.2%2026-Q1
Axim Planning & Wealth added32,742$710K0.2%2026-Q1
Carnegie Investment Counsel added30,875$670K0.2%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed30,862$669K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed30,405$659K0.2%2026-Q1
IMA Advisory Services, Inc. added30,174$654K0.2%2026-Q1
Vermillion & White Wealth Management Group, LLC added29,248$633K0.2%2026-Q1
Private Advisory Group LLC added28,506$618K0.1%2026-Q1
Key Financial Inc added28,277$613K0.1%2026-Q1
Net Worth Advisory Group added28,212$612K0.1%2026-Q1
Ballew Advisors, Inc25,316$554K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed25,126$547K0.1%2026-Q1
Kraft, Davis & Associates, LLC added24,043$525K0.1%2026-Q1
Mirador Capital Partners LP new23,291$505K0.1%2026-Q1
Valtinson Bruner Financial Planning LLC added23,257$504K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added22,660$491K0.1%2026-Q1
Topsail Wealth Management, LLC added22,602$490K0.1%2026-Q1
ROVIN CAPITAL /UT/ /ADV added312,794$7M1.6%2025-Q4 stale
SUMMIT INVESTMENT ADVISORS, INC. added121,173$3M0.6%2025-Q2 stale
NewEdge Advisors, LLC added66,402$1M0.3%2025-Q4 stale
Focus Partners Wealth new59,712$1M0.3%2025-Q4 stale
Kovitz Investment Group Partners, LLC new59,339$1M0.3%2025-Q3 stale
ABSOLUTE CAPITAL MANAGEMENT, LLC new58,124$1M0.3%2025-Q3 stale
Consolidated Portfolio Review Corp added45,341$1M0.2%2025-Q3 stale
Tyler-Stone Wealth Management added38,707$853K0.2%2025-Q2 stale
GOLDMAN SACHS GROUP INC added36,175$799K0.2%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed25,348$559K0.1%2025-Q2 stale
Siligmueller & Norvid Wealth Advisors LLC trimmed22,520$495K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership