% of shares outstanding is not shown for BSJR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BSJR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Mirador Capital Partners LP | — | — | — | 1.3M | 2.1M | 2.3M | $50M |
| LPL Financial LLC | 681K | 878K | 1.1M | 1.4M | 1.9M | 2.0M | $44M |
| Cetera Investment Advisers | 722K | 744K | 759K | 796K | 1.4M | 1.6M | $36M |
| RAYMOND JAMES FINANCIAL INC | 157K | 612K | 664K | 745K | 803K | 1.4M | $30M |
| WELLS FARGO & COMPANY/MN | 837K | 940K | 928K | 1.0M | 1.0M | 1.2M | $26M |
| MORGAN STANLEY | 913K | 957K | 1.0M | 1.1M | 1.1M | 1.1M | $25M |
| Larson Financial Group LLC | 9K | 212K | 388K | 670K | 965K | 960K | $21M |
| Ashton Thomas Private Wealth, LLC | — | 133K | 457K | 486K | 441K | 766K | $17M |
| OSAIC HOLDINGS, INC. | 82K | 119K | 231K | 294K | 378K | 662K | $15M |
| MERCER GLOBAL ADVISORS INC /ADV | 357K | 341K | 332K | 434K | 443K | 618K | $14M |
| UBS Group AG | 237K | 262K | 345K | 538K | 554K | 583K | $13M |
| BANK OF AMERICA CORP /DE/ | 107K | 124K | 137K | 157K | 215K | 537K | $12M |
| CAPTRUST FINANCIAL ADVISORS | 455K | 463K | 346K | 446K | 456K | 492K | $11M |
| Parkway Wealth Management Group, LLC | — | — | — | — | 396K | 454K | $10M |
| Advisory Alpha, LLC | 232K | 290K | 335K | 353K | 390K | 432K | $10M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +554,323 | $12M | ADD |
| Ashton Thomas Private Wealth, LLC | +325,856 | $7M | ADD |
| BANK OF AMERICA CORP /DE/ | +321,691 | $7M | ADD |
| Verity Asset Management, Inc. | +317,782 | $7M | OPEN |
| Matthew Goff Investment Advisor, LLC | +303,170 | $7M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ROVIN CAPITAL /UT/ /ADV | −338,307 | $8M | CLOSE |
| OLD MISSION CAPITAL LLC | −130,520 | $3M | TRIM |
| NewEdge Advisors, LLC | −77,457 | $2M | CLOSE |
| Orion Porfolio Solutions, LLC | −76,691 | $2M | CLOSE |
| Atria Investments, Inc | −68,706 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 168 | 24,854,002 | — | $555M |
| 2025-Q4 | 156 | 20,972,051 | — | $474M |
| 2025-Q3 | 140 | 16,919,279 | — | $385M |
| 2025-Q2 | 134 | 13,650,887 | — | $310M |
| 2025-Q1 | 125 | 11,928,896 | — | $267M |
| 2024-Q4 | 116 | 9,672,520 | — | $217M |
| 2024-Q3 | 97 | 7,413,586 | — | $168M |
| 2024-Q2 | 80 | 5,549,811 | — | $123M |
| 2024-Q1 | 69 | 5,093,550 | — | $113M |
| 2023-Q4 | 67 | 4,505,408 | — | $101M |
| 2023-Q3 | 56 | 3,164,095 | — | $68M |
| 2023-Q2 | 50 | 2,408,650 | — | $52M |
| 2023-Q1 | 45 | 1,871,384 | — | $41M |
| 2022-Q4 | 39 | 1,447,823 | — | $30M |
| 2022-Q3 | 31 | 1,011,192 | — | $21M |
| 2022-Q2 | 23 | 907,612 | — | $19M |
| 2022-Q1 | 22 | 939,860 | — | $23M |
| 2021-Q4 | 20 | 842,493 | — | $21M |
| 2021-Q3 | 18 | 571,958 | — | $15M |
| 2021-Q2 | 20 | 507,749 | — | $13M |
| 2021-Q1 | 18 | 294,841 | — | $7M |
| 2020-Q4 | 12 | 114,410 | — | $3M |
| 2020-Q3 | 8 | 503,319 | — | $12M |
| 2020-Q2 | 8 | 549,443 | — | $13M |
| 2020-Q1 | 9 | 400,827 | — | $9M |
| 2019-Q4 | 5 | 403,227 | — | $10M |
