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-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
39 tracked funds added or opened BSJS while 17 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
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 0.0pp 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 2026-Q1 and 2026-Q2, across 132 tracked filers holding BSJS, 85 increased or opened the position and 51 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 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 2
- NewEdge Advisors, LLC$2M
- Farnam Financial LLC$755K
Full exits 8
- Leo Wealth, LLC$8M
- KICKSTAND VENTURES, LLC.$3M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Independent Advisor Alliance$2M
- Atria Investments, Inc$1M
Largest adds
- Mirador Capital Partners LP$12M
- LPL Financial LLC$5M
- JANE STREET GROUP, LLC$4M
- OSAIC HOLDINGS, INC.$3M
- Intrua Financial, LLC$3M
- Cetera Investment Advisers$3M
Largest trims
- OLD MISSION CAPITAL LLC$3M
- UBS Group AG$3M
- RAYMOND JAMES FINANCIAL INC$3M
- Equitable Holdings, Inc.$2M
- ROYAL BANK OF CANADA$1M
- Steward Partners Investment Advisory, LLC$1M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,582,802 | $56M | 13.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,483,280 | $32M | 7.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,250,796 | $27M | 6.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,239,662 | $27M | 6.3% | 2026-Q2 |
| Cetera Investment Advisers added | 873,931 | $19M | 4.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 726,891 | $16M | 3.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 629,699 | $14M | 3.2% | 2026-Q2 |
| Mirador Capital Partners LP added | 560,921 | $12M | 2.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 550,103 | $12M | 2.8% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 543,796 | $12M | 2.8% | 2026-Q2 |
| HUB Investment Partners, LLC added | 514,180 | $11M | 2.6% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 467,842 | $10M | 2.4% | 2026-Q2 |
| UBS Group AG trimmed | 454,105 | $10M | 2.3% | 2026-Q2 |
| SFE Investment Counsel added | 390,757 | $8M | 2.0% | 2026-Q2 |
| BANTA ASSET MANAGEMENT LP added | 333,370 | $7M | 1.7% | 2026-Q2 |
| Advisory Alpha, LLC added | 327,100 | $7M | 1.7% | 2026-Q2 |
| Verity Asset Management, Inc. added | 313,387 | $7M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 304,273 | $7M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 304,230 | $7M | 1.5% | 2026-Q2 |
| GPM Growth Investors, Inc. trimmed | 239,447 | $5M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 235,729 | $5M | 1.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 235,148 | $5M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 230,713 | $5M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 214,541 | $5M | 1.1% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 208,429 | $5M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 205,059 | $4M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 200,397 | $4M | 1.0% | 2026-Q2 |
| Intrua Financial, LLC added | 184,340 | $4M | 0.9% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 178,219 | $4M | 0.9% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. added | 157,603 | $3M | 0.8% | 2026-Q2 |
| Prospera Financial Services Inc added | 152,568 | $3M | 0.8% | 2026-Q2 |
| Oder Investment Management, LLC added | 135,898 | $3M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 121,236 | $3M | 0.6% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 111,946 | $2M | 0.6% | 2026-Q2 |
| Strait & Sound Wealth Management LLC added | 109,848 | $2M | 0.6% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 108,839 | $2M | 0.6% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 103,581 | $2M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 103,215 | $2M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 93,835 | $2M | 0.5% | 2026-Q2 |
| S.E.E.D. Planning Group LLC added | 93,606 | $2M | 0.5% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 85,992 | $2M | 0.4% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 85,549 | $2M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 74,831 | $2M | 0.4% | 2026-Q2 |
| Compound Planning, Inc. added | 74,175 | $2M | 0.4% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 71,279 | $2M | 0.4% | 2026-Q2 |
| FCA CORP /TX added | 69,274 | $2M | 0.4% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 69,200 | $2M | 0.4% | 2026-Q2 |
| Ark Wealth Advisors LLC trimmed | 68,975 | $1M | 0.4% | 2026-Q2 |
| Sound Stewardship, LLC added | 65,395 | $1M | 0.3% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 57,497 | $1M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 57,031 | $1M | 0.3% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 56,400 | $1M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 56,202 | $1M | 0.3% | 2026-Q2 |
| Altium Investment Strategies LLC added | 54,672 | $1M | 0.3% | 2026-Q2 |
| Segment Wealth Management, LLC trimmed | 53,585 | $1M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 52,874 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 51,344 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 48,992 | $1M | 0.2% | 2026-Q2 |
| Sidoxia Capital Management, LLC added | 48,255 | $1M | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC added | 46,330 | $1M | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 42,362 | $921K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 42,098 | $915K | 0.2% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 41,693 | $907K | 0.2% | 2026-Q2 |
| Altrius Capital Management Inc trimmed | 40,607 | $883K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 40,243 | $875K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 38,377 | $835K | 0.2% | 2026-Q2 |
| AA Financial Advisors, LLC added | 37,762 | $821K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 36,618 | $796K | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 36,026 | $783K | 0.2% | 2026-Q2 |
| Farnam Financial LLC new | 34,724 | $755K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC added | 34,527 | $751K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 34,112 | $742K | 0.2% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. trimmed | 33,897 | $737K | 0.2% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 33,321 | $725K | 0.2% | 2026-Q2 |
| Key Financial Inc added | 31,456 | $684K | 0.2% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 31,220 | $679K | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 29,094 | $633K | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 28,892 | $628K | 0.1% | 2026-Q2 |
| Private Advisory Group LLC added | 28,851 | $627K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 27,842 | $605K | 0.1% | 2026-Q2 |
| Ballew Advisors, Inc | 25,316 | $552K | 0.1% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC trimmed | 24,737 | $538K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 24,069 | $524K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 23,363 | $508K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 23,174 | $504K | 0.1% | 2026-Q2 |
| Topsail Wealth Management, LLC | 22,602 | $491K | 0.1% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC | 22,260 | $484K | 0.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 22,235 | $483K | 0.1% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 22,091 | $480K | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 21,695 | $472K | 0.1% | 2026-Q2 |
| 4Thought Financial Group Inc. added | 20,662 | $449K | 0.1% | 2026-Q2 |
| Net Worth Advisory Group trimmed | 19,351 | $421K | 0.1% | 2026-Q2 |
| Tassel Capital Management, Inc. added | 18,862 | $410K | 0.1% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC added | 18,842 | $410K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 18,171 | $395K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 17,087 | $372K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 16,690 | $363K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 16,247 | $353K | 0.1% | 2026-Q2 |
| Alaska Wealth Advisors, LLC added | 15,343 | $334K | 0.1% | 2026-Q2 |
| BXM Wealth LLC added | 15,137 | $329K | 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.