46 tracked 13F filers disclose a position in BSJV as of the latest SEC 13F filings, a combined $37.7M 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 | Equitable Holdings, Inc. | $8.1M | 307K | ▲+15% Added · +40K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $6.5M | 249K | ▲+22% Added · +45K sh | Q1 2026 | |
| 3 | SFE Investment Counsel | $3.0M | 115K | ▲+25% Added · +23K sh | Q2 2026 | |
| 4 | Concurrent Investment Advisors, LLC | $2.6M | 101K | ▼−5.9% Reduced · −6K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $2.4M | 92K | ▲+19% Added · +14K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.0M | 76K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $1.3M | 50K | ▲+0.1% Added · +35 sh | Q2 2026 | |
| 8 | MONECO ADVISORS, LLC | $1.3M | 49K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 9 | Ark Wealth Advisors LLC | $1.3M | 49K | ▲+26% Added · +10K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.2M | 48K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $980K | 38K | ▼−4.2% Reduced · −2K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $889K | 34K | ▲+17% Added · +5K sh | Q1 2026 | |
| 13 | Jessup Wealth Management, Inc | $823K | 31K | ▼−1.8% Reduced · −584 sh | Q2 2026 | |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $580K | 22K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 15 | VestGen Advisors, LLC | $460K | 18K | ▲+10% Added · +2K sh | Q2 2026 | |
| 16 | Modern Wealth Management, LLC | $440K | 17K | —Held | Q1 2026 | |
| 17 | 4Thought Financial Group Inc. | $437K | 17K | ▲+4.9% Added · +775 sh | Q2 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $386K | 15K | ▲+83% Added · +7K sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $273K | 10K | ▲+864% Added · +9K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $262K | 10K | ▲+33% Added · +3K sh | Q1 2026 | |
| 21 | Alaska Wealth Advisors, LLC | $251K | 10K | ▲+1.7% Added · +158 sh | Q2 2026 | |
| 22 | Wealth Quarterback LLC | $249K | 9K | ▲+17% Added · +1K sh | Q2 2026 | |
| 23 | IMA Advisory Services, Inc. | $248K | 9K | —Held | Q2 2026 | |
| 24 | HUB Investment Partners, LLC | $245K | 9K | ▲+5.7% Added · +499 sh | Q2 2026 | |
| 25 | Tassel Capital Management, Inc. | $223K | 8K | ▲New +8K 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, 2 funds opened a new position in BSJV and 11 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $1.3B |
| INVESCO BULLETSHARES 2028 HYBSJS | 22 funds | $32.5M |
| APPLE INCAAPL | 21 funds | $2.4B |
| NVIDIA CORPNVDA | 21 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 21 funds | $677.6M |
| ISHARES CORE S&P SMALL-CAP EIJR | 21 funds | $452.0M |
| SPDR GOLD SHARESGLD | 21 funds | $250.2M |
| MICROSOFT CORPMSFT | 20 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 20 funds | $766.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 20 funds | $735.5M |
Ranked by how many of BSJV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BSCWUIE | 158 funds | $1.1B |
| BSCXTRD SLF IDX FD INVESCO BULLETSH | 115 funds | $698.1M |
| BSCYEXCHANGE TRADED | 87 funds | $365.4M |
| BSJUMF Closed and MF Open | 70 funds | $151.5M |
| BSSXmc | 65 funds | $75.8M |
| BSCZUIE | 62 funds | $134.7M |
| BSMWExchange Traded Fund | 61 funds | $115.6M |
| BSMYmc | 49 funds | $71.1M |
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 BSJV
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/BSJV/capital-change-brief"
Use Arkolith's capital_change_brief for BSJV. 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 BSJV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.