203 tracked 13F filers disclose a position in BDJ as of the latest SEC 13F filings, a combined $248.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $35.8M | 4.2M | ▲+0.4% Added · +17K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $29.1M | 3.4M | ▼−1.3% Reduced · −43K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $21.6M | 2.5M | ▼−6.0% Reduced · −161K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $20.1M | 2.3M | ▲+1.5% Added · +34K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $15.1M | 1.8M | ▼−6.2% Reduced · −115K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $9.9M | 1.1M | ▲+1.4% Added · +16K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $7.5M | 874K | ▲+2.2% Added · +19K sh | Q1 2026 | |
| 8 | Waterfront Wealth Inc. | $8.2M | 848K | ▲+1.3% Added · +11K sh | Q2 2026 | |
| 9 | UBS Group AG | $6.3M | 734K | ▲+4.8% Added · +34K sh | Q1 2026 | |
| 10 | Boothe Investment Group, Inc. | $5.7M | 600K | ▲+7.5% Added · +42K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $4.9M | 573K | ▲+0.1% Added · +472 sh | Q1 2026 | |
| 12 | Advisors Asset Management, Inc. | $5.7M | 569K | ▲+373% Added · +449K sh | Q3 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $4.4M | 510K | ▼−0.1% Reduced · −650 sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $4.1M | 429K | ▲+6.1% Added · +25K sh | Q2 2026 | |
| 15 | Cerity Partners LLC | $3.7M | 424K | ▼−2.2% Reduced · −9K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $2.4M | 276K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $2.2M | 259K | ▼−11% Reduced · −31K sh | Q1 2026 | |
| 18 | Shaker Financial Services, LLC | $2.3M | 239K | ▲+13% Added · +28K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $2.0M | 234K | ▼−4.2% Reduced · −10K sh | Q1 2026 | |
| 20 | Hennion & Walsh Asset Management, Inc. | $2.1M | 218K | ▼−13% Reduced · −33K sh | Q2 2026 | |
| 21 | Allspring Global Investments Holdings, LLC | $1.8M | 186K | —Held | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 167K | ▼−72% Reduced · −426K sh | Q1 2026 | |
| 23 | Capital Investment Advisory Services, LLC | $1.4M | 146K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $1.2M | 131K | ▼−0.6% Reduced · −756 sh | Q2 2026 | |
| 25 | Shulman DeMeo Asset Management LLC | $1.2M | 129K | ▼−0.4% Reduced · −539 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in BDJ and 24 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 102 funds | $39.0B |
| AMAZON.COM INCAMZN | 101 funds | $25.5B |
| APPLE INCAAPL | 100 funds | $43.4B |
| JPMORGAN CHASE & COJPM | 100 funds | $9.5B |
| NVIDIA CORPNVDA | 99 funds | $53.4B |
| ALPHABET INC-CL AGOOGL | 98 funds | $21.0B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $12.6B |
| ELI LILLY & COLLY | 96 funds | $10.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 96 funds | $5.4B |
| BROADCOM INCAVGO | 95 funds | $19.7B |
| ALPHABET INC-CL CGOOG | 95 funds | $16.1B |
| VISA INC-CLASS A SHARESV | 94 funds | $9.1B |
Ranked by how many of BDJ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 16, 2019 | GABBAY HENRY | Director | Buy (P) | 140 | $1K |
| Jan 15, 2019 | GABBAY HENRY | Director | Buy (P) | 10 | $82 |
| Dec 18, 2018 | McClements Kyle | Insider | Buy (P) | 1K | $11K |
| Dec 7, 2018 | McClements Kyle | Insider | Buy (P) | 1K | $11K |
| May 31, 2018 | Egan Cynthia | Director | Buy (P) | 11K | $100K |
| Mar 2, 2016 | McClements Kyle | Insider | Buy (P) | 2K | $15K |
| Mar 23, 2015 | Anderson Kathleen M | Insider | Buy (P) | 25K | $208K |
| Feb 11, 2015 | FLYNN JAMES T | Director | Sell (S) | 4K | $32K |
| Feb 11, 2015 | FLYNN JAMES T | Director | Sell (S) | 10K | $82K |
| Dec 10, 2014 | GABBAY HENRY | Director | Sell (S) | 2K | $14K |
| Dec 9, 2014 | GABBAY HENRY | Director | Sell (S) | 4K | $30K |
| Oct 25, 2013 | McClements Kyle | Insider | Buy (P) | 1K | $8K |
Connected entities for BDJ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BDJ/capital-change-brief"
Use Arkolith's capital_change_brief for BDJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BDJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.