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Security record · archived quarter

BSJS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
26Tracked holders
0Δ holders
11.39MShares held
$246.99MReported value
+1New positions
−1Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +13.5% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 -2 12.02M $261.44M — −2
Q1 2026 26 0 11.39M $246.99M +1 −1
Q4 2025 26 -3 10.04M $220.91M — −3
Q3 2025 5 +2 569.99K $12.59M +2 —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 2.34M +8.7% $50.76M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 1.61M +44.7% $34.93M 0.0% ▲ Add 2 SEC ↗ ×2
3 Morgan Stanley ✦ 1.20M +1.5% $26.07M 0.0% ▲ Add 3 SEC ↗ ×2
4 Wells Fargo & Company/Mn 1.18M +8.7% $25.63M 0.0% ▲ Add 2 SEC ↗ ×2
5 Cetera Investment Advisers 755.57K +29.7% $16.38M 0.0% ▲ Add 2 SEC ↗
6 Osaic Holdings, Inc. 593.19K +72.2% $12.86M 0.0% ▲ Add 2 SEC ↗ ×3
7 UBS Group AG 590.22K +19.5% $12.80M 0.0% ▲ Add 2 SEC ↗
8 Mercer Global Advisors Inc /Adv 572.73K +24.1% $12.42M 0.0% ▲ Add 2 SEC ↗
9 Captrust Financial Advisors 499.44K +6.6% $10.83M 0.0% ▲ Add 2 SEC ↗
10 Commonwealth Equity Services, Llc 293.13K +8.9% $6.36M 0.0% ▲ Add 2 SEC ↗
11 Ameriprise Financial Inc 270.11K +11.1% $5.85M 0.0% ▲ Add 2 SEC ↗ ×2
12 Royal Bank Of Canada 250.64K +0.4% $5.44M 0.0% ▲ Add 2 SEC ↗ ×2
13 Envestnet Asset Management Inc 226.73K +4.8% $4.92M 0.0% ▲ Add 2 SEC ↗
14 Jones Financial Companies Lllp 218.62K +16.6% $4.70M 0.0% ▲ Add 2 SEC ↗
15 Mml Investors Services, Llc 178.17K -9.8% $3.86M 0.0% ▼ Trim 2 SEC ↗
16 Bank Of America Corp /De/ 176.56K +14.3% $3.83M 0.0% ▲ Add 2 SEC ↗ ×2
17 Invesco Ltd. 103.63K -5.3% $2.25M 0.0% ▼ Trim 2 SEC ↗ ×2
18 Stifel Financial Corp 100.71K +0.7% $2.18M 0.0% ▲ Add 2 SEC ↗
19 Citadel Advisors ✦ 68.21K +109.2% $1.48M 0.0% ▲ Add 3 SEC ↗
20 Mariner, LLC 59.67K -61.8% $1.29M 0.0% ▼ Trim 2 SEC ↗
21 Brown Advisory Inc 38.38K +14.2% $832,205 0.0% ▲ Add 2 SEC ↗
22 Jane Street Group, Llc 30.41K -67.8% $659,332 0.0% ▼ Trim 2 SEC ↗
23 Wealth Enhancement Advisory… 25.13K -43.8% $546,746 0.0% ▼ Trim 2 SEC ↗
24 Bank Of Montreal /Can/ 2.25K New $48,813 0.0% New 1 SEC ↗
25 Northwestern Mutual Wealth… 2.05K -33.2% $44,368 0.0% ▼ Trim 2 SEC ↗
26 Cwm, Llc 614 0.0% $13,315 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bank Of Montreal /Can/ $48,813 0.0%

Exited

Focus Partners Wealth $1.31M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 144 holders, 18.99M shares, $409.74M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API