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Institutional Ownership · SEC Form 13F

Who owns BSJT


Which tracked institutional funds hold BSJT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSJT 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.

112
Institutional holders
15M
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened BSJT while 13 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

BSJT’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BSJT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BSJT 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 112 tracked filers holding BSJT, 77 increased or opened the position and 38 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 BSJT 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 8

  • Avior Wealth Management, LLC$8M
  • F/m Investments LLC$3M
  • INSIGNEO ADVISORY SERVICES, LLC$2M
  • NewEdge Advisors, LLC$2M
  • OLD MISSION CAPITAL LLC$1M
  • Verity Asset Management, Inc.$928K

Full exits 4

  • Leo Wealth, LLC$9M
  • Independent Advisor Alliance$2M
  • VectorGlobal IAG, Inc.$759K
  • Cambridge Investment Research Advisors, Inc.$534K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$7M
  • LPL Financial LLC$7M
  • Cetera Investment Advisers$3M
  • Pacific Wealth Strategies Group, Inc.$2M
  • Legacy Financial Group LLC$2M
  • OSAIC HOLDINGS, INC.$2M

Largest trims

  • IMA Advisory Services, Inc.$7M
  • JANE STREET GROUP, LLC$4M
  • Equitable Holdings, Inc.$3M
  • IHT Wealth Management, LLC$2M
  • CAPTRUST FINANCIAL ADVISORS$2M
  • PRIVATE CLIENT SERVICES, LLC$886K

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.

FundSharesReported value% of valueQuarter
LPL Financial LLC added3,190,068$67M20.8%2026-Q2
Legacy Financial Group LLC added916,872$19M6.0%2026-Q2
WELLS FARGO & COMPANY/MN added854,287$18M5.6%2026-Q2
Cetera Investment Advisers added733,237$15M4.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added530,950$11M3.5%2026-Q2
UBS Group AG added493,312$10M3.2%2026-Q2
Equitable Holdings, Inc. trimmed477,171$10M3.1%2026-Q2
MORGAN STANLEY added476,655$10M3.1%2026-Q2
OSAIC HOLDINGS, INC. added429,143$9M2.8%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added425,062$9M2.8%2026-Q2
Modern Wealth Management, LLC added413,738$9M2.7%2026-Q2
Avior Wealth Management, LLC new399,608$8M2.6%2026-Q2
SFE Investment Counsel added378,154$8M2.5%2026-Q2
Stablepoint Partners, LLC added340,722$7M2.2%2026-Q2
BANTA ASSET MANAGEMENT LP added322,870$7M2.1%2026-Q2
IHT Wealth Management, LLC trimmed273,721$6M1.8%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed261,376$6M1.7%2026-Q2
Advisory Alpha, LLC added229,603$5M1.5%2026-Q2
JONES FINANCIAL COMPANIES LLLP added221,527$5M1.4%2026-Q2
HOWARD WEALTH MANAGEMENT, LLC added207,945$4M1.4%2026-Q2
ROYAL BANK OF CANADA added176,754$4M1.2%2026-Q2
Oder Investment Management, LLC added172,234$4M1.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added160,565$3M1.0%2026-Q2
Pacific Wealth Strategies Group, Inc. added156,249$3M1.0%2026-Q2
F/m Investments LLC added146,475$3M1.0%2026-Q2
Prospera Financial Services Inc added140,130$3M0.9%2026-Q2
AMERIPRISE FINANCIAL INC added128,185$3M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added120,133$3M0.8%2026-Q2
LBMC INVESTMENT ADVISORS, LLC added115,583$2M0.8%2026-Q2
Turning Point Benefit Group, Inc. added112,136$2M0.7%2026-Q2
Tower Research Capital LLC (TRC) added99,217$2M0.6%2026-Q2
S.E.E.D. Planning Group LLC added93,701$2M0.6%2026-Q2
MONECO ADVISORS, LLC trimmed93,213$2M0.6%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC new91,705$2M0.6%2026-Q2
PRIVATE CLIENT SERVICES, LLC trimmed77,171$2M0.5%2026-Q2
NewEdge Advisors, LLC added75,177$2M0.5%2026-Q2
HARBOUR INVESTMENTS, INC. added71,895$2M0.5%2026-Q2
ASHTON THOMAS SECURITIES, LLC added69,705$1M0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed68,165$1M0.4%2026-Q2
SEAVIEW INVESTMENT MANAGERS LLC added67,629$1M0.4%2026-Q2
HUB Investment Partners, LLC added62,312$1M0.4%2026-Q2
Sound Stewardship, LLC added61,115$1M0.4%2026-Q2
OLD MISSION CAPITAL LLC added54,139$1M0.4%2026-Q2
Compound Planning, Inc. added52,624$1M0.3%2026-Q2
Altrius Capital Management Inc added50,434$1M0.3%2026-Q2
Hennion & Walsh Asset Management, Inc. added48,387$1M0.3%2026-Q2
Astoria Portfolio Advisors LLC. trimmed44,664$944K0.3%2026-Q2
Verity Asset Management, Inc. new43,917$928K0.3%2026-Q2
Intrua Financial, LLC added43,653$922K0.3%2026-Q2
Ark Wealth Advisors LLC trimmed42,788$904K0.3%2026-Q2
Segment Wealth Management, LLC added42,570$900K0.3%2026-Q2
Wagner Wealth Management, Corp added39,409$833K0.3%2026-Q2
Brookstone Capital Management added38,469$813K0.3%2026-Q2
Clearstead Advisors, LLC trimmed37,797$799K0.2%2026-Q2
Axim Planning & Wealth trimmed32,565$688K0.2%2026-Q2
Vermillion & White Wealth Management Group, LLC trimmed32,549$688K0.2%2026-Q2
Private Advisory Group LLC added32,502$687K0.2%2026-Q2
Vantage Point Financial LLC added32,373$684K0.2%2026-Q2
Tassel Capital Management, Inc. added29,641$626K0.2%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed28,923$611K0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added28,598$604K0.2%2026-Q2
Topsail Wealth Management, LLC added28,161$595K0.2%2026-Q2
SAX WEALTH ADVISORS, LLC25,600$538K0.2%2026-Q2
CITADEL ADVISORS LLC added25,557$540K0.2%2026-Q2
Key Financial Inc added25,392$537K0.2%2026-Q2
Kestra Advisory Services, LLC added25,106$530K0.2%2026-Q2
VestGen Advisors, LLC added24,052$508K0.2%2026-Q2
Farnam Financial LLC new22,724$480K0.1%2026-Q2
BROWN ADVISORY INC trimmed20,870$441K0.1%2026-Q2
4Thought Financial Group Inc. added20,631$436K0.1%2026-Q2
FCA CORP /TX added20,520$434K0.1%2026-Q2
Carnegie Investment Counsel trimmed19,629$415K0.1%2026-Q2
AlphaStar Capital Management, LLC added18,855$398K0.1%2026-Q2
Net Worth Advisory Group trimmed17,733$375K0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed17,701$374K0.1%2026-Q2
Ironwood Financial, llc added17,364$366K0.1%2026-Q2
Farther Finance Advisors, LLC added17,185$363K0.1%2026-Q2
Alaska Wealth Advisors, LLC added15,816$334K0.1%2026-Q2
Valtinson Bruner Financial Planning LLC added14,837$314K0.1%2026-Q2
Steward Partners Investment Advisory, LLC trimmed14,075$297K0.1%2026-Q2
Asset Dedication, LLC trimmed13,398$283K0.1%2026-Q2
Cambridge Financial Group, LLC trimmed13,398$283K0.1%2026-Q2
TD Waterhouse Canada Inc. added12,700$268K0.1%2026-Q2
Meriwether Wealth & Planning, LLC12,675$268K0.1%2026-Q2
Bradley & Co. Private Wealth Management, LLC12,270$259K0.1%2026-Q2
Foundations Investment Advisors, LLC added12,079$255K0.1%2026-Q2
Wealthspire Retirement, LLC new11,968$253K0.1%2026-Q2
JANE STREET GROUP, LLC trimmed11,694$247K0.1%2026-Q2
Atria Investments, Inc added11,690$247K0.1%2026-Q2
Wealth Quarterback LLC added11,523$243K0.1%2026-Q2
SHUFRO ROSE & CO LLC new11,500$243K0.1%2026-Q2
J.W. COLE ADVISORS, INC. trimmed11,081$234K0.1%2026-Q2
Geneos Wealth Management Inc.11,050$233K0.1%2026-Q2
MGO ONE SEVEN LLC new11,001$232K0.1%2026-Q2
Advyzon Investment Management, LLC trimmed10,570$223K0.1%2026-Q2
&PARTNERS new9,593$203K0.1%2026-Q2
Larson Financial Group LLC added7,290$154K0.0%2026-Q2
Keating Financial Advisory Services, Inc. added6,890$146K0.0%2026-Q2
FIFTH THIRD BANCORP4,698$99K0.0%2026-Q2
Tudor Financial Inc. new845$623K0.2%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.

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