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Who owns BSJUWhat BSJU owns — n/a

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Institutional ownership of BSJU from SEC Form 13F filings across 49 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

49

13F holders

$124.4M

value, 2026 filers

68.7%

of shares outstanding (4.9M sh)

5

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BSJU's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC1.0M$26.8M0.0%14.7%+66.2%
2MERCER GLOBAL ADVISORS INC /ADV395,164$10.2M0.0%5.6%+4.4%
3RPg Family Wealth Advisory, LLC299,958$7.7M1.3%4.2%-0.4%
4SFE Investment Counsel274,568$7.1M1.0%3.9%+9.6%
5OSAIC HOLDINGS, INC.255,425$6.6M0.0%3.6%+71.0%
6GPM Growth Investors, Inc.251,932$6.5M2.7%3.6%+15.6%
7Steward Partners Investment Advisory, LLC225,239$5.8M0.0%3.2%+30.1%
8MORGAN STANLEY222,549$5.7M0.0%3.1%+10.4%
9Cetera Investment Advisers217,271$5.6M0.0%3.1%+25.4%
10AMERIPRISE FINANCIAL INC165,411$4.3M0.0%2.3%+24.7%
11RAYMOND JAMES FINANCIAL INC156,880$4.0M0.0%2.2%+12.1%
12JONES FINANCIAL COMPANIES LLLP154,350$4.0M0.0%2.2%+35.9%
13Advisory Alpha, LLC148,157$3.8M0.1%2.1%+1.1%
14WELLS FARGO & COMPANY/MN139,278$3.6M0.0%2%+26.2%
15COMMONWEALTH EQUITY SERVICES, LLC127,338$3.3M0.0%1.8%+0.3%
16LBMC INVESTMENT ADVISORS, LLC91,126$2.4M0.1%1.3%0.0%
17HARBOUR INVESTMENTS, INC.78,538$2.0M0.0%1.1%+0.6%
18BANK OF AMERICA CORP /DE/70,474$1.8M0.0%1%+21.4%
19Prospera Financial Services Inc67,984$1.8M0.0%1%+1.8%
20NewEdge Advisors, LLCNEW60,156$1.6M0.0%0.8%new
21ROYAL BANK OF CANADA30,907$798,0000.0%0.4%+37.6%
22Brookstone Capital Management30,451$785,9730.0%0.4%-0.7%
23Private Advisory Group LLC26,647$687,7880.0%0.4%+14.9%
24INDEPENDENT FINANCIAL GROUP, LLC26,307$679,0130.0%0.4%-37.2%
25Cambridge Investment Research Advisors, Inc.25,906$6690.0%0.4%-2.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.