15 tracked 13F filers disclose a position in BSJW as of the latest SEC 13F filings, a combined $7.8M 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 | LPL Financial LLC | $1.9M | 74K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $1.4M | 56K | ▲+11% Added · +5K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $1.1M | 44K | ▲+16% Added · +6K sh | Q1 2026 | |
| 4 | Ark Wealth Advisors LLC | $1.0M | 40K | ▲New +40K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $618K | 25K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 6 | 4Thought Financial Group Inc. | $433K | 17K | ▲+4.8% Added · +784 sh | Q2 2026 | |
| 7 | Equitable Holdings, Inc. | $378K | 15K | ▲+7.0% Added · +966 sh | Q1 2026 | |
| 8 | VestGen Advisors, LLC | $367K | 14K | ▲New +14K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $326K | 13K | ▼−0.2% Reduced · −31 sh | Q1 2026 | |
| 10 | HARBOUR INVESTMENTS, INC. | $152K | 6K | —Held | Q1 2026 | |
| 11 | Larson Financial Group LLC | $56K | 2K | ▲New +2K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $25K | 1K | ▲New +1K sh | Q1 2026 | |
| 13 | Asset Dedication, LLC | $20K | 792 | ▲New +792 sh | Q1 2026 | |
| 14 | Community Financial Services Group, LLC | $3K | 125 | —Held | Q2 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $2K | 65 | —Held | Q1 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 BSJW and 2 added to an existing one, while 0 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 | 4 funds | $1.2B |
| APPLE INCAAPL | 4 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $746.4M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $725.9M |
| AMAZON.COM INCAMZN | 4 funds | $711.7M |
| MICROSOFT CORPMSFT | 4 funds | $669.4M |
| ALPHABET INC-CL AGOOGL | 4 funds | $594.1M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $520.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $508.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $450.5M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $447.1M |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $429.9M |
Ranked by how many of BSJW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.