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-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
21 tracked funds added or opened BSJT while 11 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
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 2025-Q4 and 2026-Q1, across 110 tracked filers holding BSJT, 79 increased or opened the position and 30 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 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 6
- Stablepoint Partners, LLC$7M
- LBMC INVESTMENT ADVISORS, LLC$2M
- Independent Advisor Alliance$2M
- S.E.E.D. Planning Group LLC$2M
- Intrua Financial, LLC$870K
- Tower Research Capital LLC (TRC)$723K
Full exits 2
- NewEdge Advisors, LLC$1M
- ROVIN CAPITAL /UT/ /ADV$899K
Largest adds
- LPL Financial LLC$8M
- CAPTRUST FINANCIAL ADVISORS$5M
- WELLS FARGO & COMPANY/MN$4M
- UBS Group AG$4M
- Cetera Investment Advisers$4M
- JONES FINANCIAL COMPANIES LLLP$912K
Largest trims
- MERCER GLOBAL ADVISORS INC /ADV$2M
- OSAIC HOLDINGS, INC.$722K
- HUB Investment Partners, LLC$539K
- Steward Partners Investment Advisory, LLC$516K
- STIFEL FINANCIAL CORP$496K
- JANE STREET GROUP, LLC$451K
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 | 2,878,145 | $61M | 19.1% | 2026-Q1 |
| Legacy Financial Group LLC added | 840,770 | $18M | 5.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 799,650 | $17M | 5.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 602,299 | $13M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 580,655 | $12M | 3.9% | 2026-Q1 |
| UBS Group AG added | 483,657 | $10M | 3.2% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 418,693 | $9M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 415,119 | $9M | 2.8% | 2026-Q1 |
| Modern Wealth Management, LLC added | 408,896 | $9M | 2.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 403,580 | $8M | 2.7% | 2026-Q1 |
| IHT Wealth Management, LLC added | 391,229 | $8M | 2.6% | 2026-Q1 |
| SFE Investment Counsel added | 366,124 | $8M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 359,676 | $8M | 2.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 348,291 | $7M | 2.3% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 330,313 | $7M | 2.2% | 2026-Q1 |
| Stablepoint Partners, LLC new | 319,190 | $7M | 2.1% | 2026-Q1 |
| BANTA ASSET MANAGEMENT LP added | 318,620 | $7M | 2.1% | 2026-Q1 |
| Advisory Alpha, LLC added | 217,659 | $5M | 1.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 195,551 | $4M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 186,679 | $4M | 1.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 185,057 | $4M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 180,297 | $4M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 169,579 | $4M | 1.1% | 2026-Q1 |
| Oder Investment Management, LLC added | 145,376 | $3M | 1.0% | 2026-Q1 |
| Prospera Financial Services Inc added | 139,140 | $3M | 0.9% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC added | 119,647 | $3M | 0.8% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC new | 115,497 | $2M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 114,892 | $2M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 114,534 | $2M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 101,965 | $2M | 0.7% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 94,924 | $2M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 80,926 | $2M | 0.5% | 2026-Q1 |
| S.E.E.D. Planning Group LLC new | 76,770 | $2M | 0.5% | 2026-Q1 |
| Pacific Wealth Strategies Group, Inc. added | 76,287 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 71,654 | $2M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 70,984 | $1M | 0.5% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 69,587 | $1M | 0.5% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 67,706 | $1M | 0.5% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 59,931 | $1M | 0.4% | 2026-Q1 |
| Sound Stewardship, LLC added | 54,088 | $1M | 0.4% | 2026-Q1 |
| Compound Planning, Inc. added | 52,446 | $1M | 0.3% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 48,799 | $1M | 0.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 46,663 | $982K | 0.3% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 44,892 | $954K | 0.3% | 2026-Q1 |
| Ark Wealth Advisors LLC added | 44,231 | $930K | 0.3% | 2026-Q1 |
| Segment Wealth Management, LLC added | 42,440 | $893K | 0.3% | 2026-Q1 |
| Intrua Financial, LLC new | 41,337 | $870K | 0.3% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 38,204 | $805K | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 38,112 | $802K | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 37,298 | $785K | 0.2% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 35,426 | $745K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 34,387 | $723K | 0.2% | 2026-Q1 |
| Axim Planning & Wealth added | 33,795 | $711K | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 33,029 | $695K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 31,804 | $669K | 0.2% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 31,032 | $653K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC added | 30,951 | $651K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 30,927 | $651K | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC | 29,706 | $625K | 0.2% | 2026-Q1 |
| Altrius Capital Management Inc added | 28,609 | $602K | 0.2% | 2026-Q1 |
| Topsail Wealth Management, LLC added | 27,854 | $586K | 0.2% | 2026-Q1 |
| Net Worth Advisory Group added | 27,683 | $582K | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 25,600 | $551K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 25,366 | $534K | 0.2% | 2026-Q1 |
| Cambridge Financial Group, LLC added | 23,856 | $502K | 0.2% | 2026-Q1 |
| Asset Dedication, LLC added | 23,856 | $502K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 22,359 | $470K | 0.1% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 22,323 | $470K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 21,970 | $466K | 0.1% | 2026-Q1 |
| Key Financial Inc added | 21,399 | $450K | 0.1% | 2026-Q1 |
| 4Thought Financial Group Inc. trimmed | 19,663 | $414K | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 18,618 | $392K | 0.1% | 2026-Q1 |
| FCA CORP /TX added | 18,251 | $384K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 17,253 | $363K | 0.1% | 2026-Q1 |
| Tassel Capital Management, Inc. added | 16,803 | $353K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 16,759 | $353K | 0.1% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 16,497 | $347K | 0.1% | 2026-Q1 |
| Alaska Wealth Advisors, LLC added | 15,560 | $327K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,140 | $318K | 0.1% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 14,760 | $310K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 13,385 | $283K | 0.1% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC added | 12,675 | $267K | 0.1% | 2026-Q1 |
| Bradley & Co. Private Wealth Management, LLC | 12,270 | $258K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 11,821 | $249K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 11,415 | $240K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 11,050 | $232K | 0.1% | 2026-Q1 |
| Kaye Capital Management added | 355,560 | $8M | 2.4% | 2025-Q2 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 87,324 | $2M | 0.6% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ added | 75,533 | $2M | 0.5% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 65,905 | $1M | 0.4% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 62,156 | $1M | 0.4% | 2025-Q2 stale |
| JPMORGAN CHASE & CO added | 51,989 | $1M | 0.4% | 2025-Q3 stale |
| ROVIN CAPITAL /UT/ /ADV added | 41,804 | $899K | 0.3% | 2025-Q4 stale |
| Carrera Capital Advisors added | 19,652 | $423K | 0.1% | 2025-Q4 stale |
| Hobbs Group Advisors, LLC new | 17,595 | $380K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC added | 12,826 | $276K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 11,831 | $254K | 0.1% | 2025-Q4 stale |
| STEPHENS INC /AR/ trimmed | 11,722 | $252K | 0.1% | 2025-Q2 stale |
| F/m Investments LLC new | 11,001 | $237K | 0.1% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 11,927 | $235K | 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.