151 tracked 13F filers disclose a position in BSJR as of the latest SEC 13F filings, a combined $514.5M 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 | Mirador Capital Partners LP | $53.5M | 2.4M | ▲+6.3% Added · +143K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $44.2M | 2.0M | ▲+6.3% Added · +117K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $36.1M | 1.6M | ▲+15% Added · +210K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.4M | 1.4M | ▲+69% Added · +554K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $26.3M | 1.2M | ▲+17% Added · +167K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $24.9M | 1.1M | ▼−2.4% Reduced · −27K sh | Q1 2026 | |
| 7 | Larson Financial Group LLC | $21.5M | 960K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | $17.2M | 769K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $14.8M | 662K | ▲+75% Added · +284K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $13.8M | 618K | ▲+39% Added · +175K sh | Q1 2026 | |
| 11 | UBS Group AG | $13.0M | 583K | ▲+5.3% Added · +29K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $12.0M | 537K | ▲+150% Added · +322K sh | Q1 2026 | |
| 13 | Accurate Wealth Management, LLC | $10.6M | 476K | ▲+75% Added · +205K sh | Q2 2026 | |
| 14 | Advisory Alpha, LLC | $10.4M | 465K | ▲+7.7% Added · +33K sh | Q2 2026 | |
| 15 | Parkway Wealth Management Group, LLC | $10.2M | 456K | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 16 | COLLECTIVE FAMILY OFFICE LLC | $8.2M | 366K | ▲+24% Added · +72K sh | Q2 2026 | |
| 17 | SFE Investment Counsel | $8.0M | 359K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 18 | BANTA ASSET MANAGEMENT LP | $7.4M | 330K | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 312K | ▲+6.0% Added · +18K sh | Q1 2026 | |
| 20 | Intrua Financial, LLC | $6.9M | 310K | ▼−12% Reduced · −41K sh | Q2 2026 | |
| 21 | CHATHAM CAPITAL GROUP, INC. | $6.7M | 298K | ▲+18% Added · +46K sh | Q2 2026 | |
| 22 | Modern Wealth Management, LLC | $6.0M | 268K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 23 | OLD SECOND NATIONAL BANK OF AURORA | $5.3M | 237K | ▼−9.2% Reduced · −24K sh | Q2 2026 | |
| 24 | HOWARD WEALTH MANAGEMENT, LLC | $4.7M | 209K | ▲+12% Added · +22K sh | Q2 2026 | |
| 25 | Ark Wealth Advisors LLC | $4.6M | 205K | ▼−12% Reduced · −29K 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 BSJR and 30 added to an existing one, while 17 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 |
|---|---|---|
| NVIDIA CORPNVDA | 77 funds | $10.2B |
| APPLE INCAAPL | 77 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 76 funds | $3.9B |
| MICROSOFT CORPMSFT | 74 funds | $7.6B |
| ALPHABET INC-CL AGOOGL | 73 funds | $3.5B |
| AMAZON.COM INCAMZN | 72 funds | $6.1B |
| JPMORGAN CHASE & COJPM | 72 funds | $2.6B |
| TESLA INCTSLA | 72 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 69 funds | $4.6B |
| BROADCOM INCAVGO | 68 funds | $3.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 68 funds | $3.1B |
Ranked by how many of BSJR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BSCRmc | 373 funds | $3.4B |
| BSCSmc | 370 funds | $2.4B |
| BSCQmc | 368 funds | $2.9B |
| BSCTmc | 328 funds | $1.9B |
| BSCUmc | 283 funds | $1.9B |
| OMFLmc | 246 funds | $2.4B |
| BSCVmc | 212 funds | $1.2B |
| BSJQmc | 169 funds | $635.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BSJR
This ETF 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/BSJR/capital-change-brief"
Use Arkolith's capital_change_brief for BSJR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSJR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.