BSJR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow +0.7% ·
net new positions -3.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.86M | n/a | $42.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.40M | n/a | $31.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.14M | +6.3% | $25.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.01M | n/a | $22.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 802.85K | n/a | $18.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 553.82K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Captrust Financial Advisors | 456.18K | n/a | $10.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 442.88K | n/a | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 378.05K | n/a | $8.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 294.24K | n/a | $6.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 215.05K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 174.97K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 165.84K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 162.29K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 133.46K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Invesco Ltd. | 118.64K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 110.53K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 91.43K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 85.57K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 64.07K | +270.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 62.81K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Mml Investors Services, Llc | 62.53K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 58.62K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 46.98K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 40.94K | n/a | $925,887 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 38.02K | n/a | $861,502 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 9.51K | n/a | $215,162 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 2.46K | n/a | $55,609 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.74K | +1834.4% | $39,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 1.16K | 0.0% | $26,120 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $959,310 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 24.86M shares, $553.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.