Among active 13F managers last quarter, 2 opened and 4 added, while none reduced or exited; the largest holder to move was Equitable Holdings, Inc. (+640%).
19 tracked 13F filers disclose a position in BSJW as of the latest SEC 13F filings, a combined $13.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 109K | $2.7M | ▲+640% Added · +94K sh | Q2 2026 | |
| 2 | Moneco Advisors, LLC | 88K | $2.2M | ▲+0.4% Added · +344 sh | Q2 2026 | |
| 3 | LPL Financial LLC | 74K | $1.9M | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 56K | $1.4M | ▲+11% Added · +5K sh | Q1 2026 | |
| 5 | Ark Wealth Advisors LLC | 50K | $1.3M | ▲+26% Added · +10K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 44K | $1.1M | ▲+16% Added · +6K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 25K | $618K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 8 | 4Thought Financial Group Inc. | 17K | $433K | ▲+4.8% Added · +784 sh | Q2 2026 | |
| 9 | VestGen Advisors, LLC | 17K | $430K | ▲+18% Added · +3K sh | Q2 2026 | |
| 10 | SFE Investment Counsel | 16K | $402K | ▲New +16K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 13K | $326K | ▼−0.2% Reduced · −31 sh | Q1 2026 | |
| 12 | Alaska Permanent Capital Management, LLC | 10K | $258K | —Held | Q2 2026 | |
| 13 | IMA Advisory Services, Inc. | 8K | $200K | ▲New +8K sh | Q2 2026 | |
| 14 | Harbour Investments, Inc. | 6K | $152K | —Held | Q1 2026 | |
| 15 | Larson Financial Group LLC | 2K | $57K | —Held | Q2 2026 | |
| 16 | Morgan Stanley | 1K | $25K | ▲New +1K sh | Q1 2026 | |
| 17 | Asset Dedication, LLC | 792 | $20K | —Held | Q2 2026 | |
| 18 | Community Financial Services Group, LLC | 125 | $3K | —Held | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 65 | $2K | —Held | 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 BSJW and 4 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 10 funds | $784.6M |
| Apple IncAAPL | 10 funds | $774.9M |
| Ishares Core S&P 500 ETFIVV | 10 funds | $576.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $506.7M |
| SPDR Gold SharesGLD | 10 funds | $144.3M |
| Invesco Bulletshares 2029 HyBSJT | 10 funds | $22.9M |
| Invesco Bulletshares 2028 HyBSJS | 10 funds | $14.5M |
| Invesco Bulletshares 2031 HyBSJV | 10 funds | $14.0M |
| Nvidia CorpNVDA | 9 funds | $675.4M |
| Amazon.com IncAMZN | 9 funds | $405.0M |
| Vanguard Total Stock MKT ETFVTI | 9 funds | $369.2M |
| Microsoft CorpMSFT | 9 funds | $350.6M |
Ranked by how many of BSJW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSJW.
| Class | 13F holders | Value held |
|---|---|---|
| BSCWUIE | 157 funds | $1.1B |
| BSCXTRD SLF IDX FD INVESCO BULLETSH | 116 funds | $700.2M |
| BSCYEXCHANGE TRADED | 89 funds | $374.0M |
| BSJUMF Closed and MF Open | 70 funds | $154.5M |
| BSCZUIE | 64 funds | $134.7M |
| BSSXmc | 64 funds | $76.9M |
| BSMWExchange Traded Fund | 62 funds | $117.3M |
| BSMYmc | 48 funds | $72.5M |
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 BSJW
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/BSJW/capital-change-brief"
Use Arkolith's capital_change_brief for BSJW. 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 BSJW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.