Security record · archived quarter
BSJV
name pending profile ingest
11Tracked holders
0Δ holders
495.87KShares held
$13.24MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 204.33K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 77.18K | -17.8% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 77.18K | -17.8% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 74.29K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 74.29K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 45.87K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 39.34K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 39.34K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 29.30K | — | $782,305 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 16.09K | — | $430,906 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 7.57K | — | $202,064 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 1.39K | — | $37,192 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 509 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | — | $40 | 0.0% | n/c | 1 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 1.74M shares, $44.32M 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: Q4 2025 ·
Methodology ·
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