% of shares outstanding is not shown for BSJS: 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 BSJS 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 872K | 1.1M | 1.4M | 1.8M | 2.2M | 2.3M | $51M |
| RAYMOND JAMES FINANCIAL INC | 272K | 299K | 156K | 851K | 1.1M | 1.6M | $35M |
| MORGAN STANLEY | 458K | 602K | 506K | 512K | 1.2M | 1.2M | $26M |
| WELLS FARGO & COMPANY/MN | 334K | 745K | 747K | 900K | 1.1M | 1.2M | $26M |
| Cetera Investment Advisers | 374K | 474K | 423K | 466K | 583K | 756K | $16M |
| OSAIC HOLDINGS, INC. | 43K | 119K | 173K | 234K | 344K | 593K | $13M |
| UBS Group AG | 73K | 461K | 391K | 425K | 494K | 590K | $13M |
| MERCER GLOBAL ADVISORS INC /ADV | 355K | 351K | 341K | 441K | 461K | 573K | $12M |
| Ashton Thomas Private Wealth, LLC | — | — | — | — | — | 529K | $11M |
| CAPTRUST FINANCIAL ADVISORS | 49K | 245K | 260K | 450K | 468K | 499K | $11M |
| HUB Investment Partners, LLC | 244K | 273K | 299K | 442K | 476K | 493K | $11M |
| Parkway Wealth Management Group, LLC | — | — | — | — | 407K | 465K | $10M |
| SFE Investment Counsel | 346K | 348K | 356K | 368K | 380K | 384K | $8M |
| Leo Wealth, LLC | 27K | — | 217K | — | 381K | 384K | $8M |
| BANTA ASSET MANAGEMENT LP | — | — | — | — | 318K | 332K | $7M |
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 | |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | +529,399 | $11M | OPEN |
| RAYMOND JAMES FINANCIAL INC | +497,916 | $11M | ADD |
| Verity Asset Management, Inc. | +251,431 | $5M | OPEN |
| OSAIC HOLDINGS, INC. | +248,791 | $5M | ADD |
| LPL Financial LLC | +187,280 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ROVIN CAPITAL /UT/ /ADV | −312,794 | $7M | CLOSE |
| Steward Partners Investment Advisory, LLC | −204,776 | $4M | TRIM |
| Atria Investments, Inc | −113,342 | $2M | TRIM |
| Mariner, LLC | −96,430 | $2M | TRIM |
| Tower Research Capital LLC (TRC) | −92,120 | $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 | 144 | 18,989,198 | — | $412M |
| 2025-Q4 | 137 | 16,723,922 | — | $368M |
| 2025-Q3 | 125 | 12,790,126 | — | $282M |
| 2025-Q2 | 118 | 10,693,210 | — | $236M |
| 2025-Q1 | 107 | 10,051,077 | — | $217M |
| 2024-Q4 | 102 | 7,749,160 | — | $168M |
| 2024-Q3 | 75 | 6,169,624 | — | $137M |
| 2024-Q2 | 60 | 4,778,789 | — | $103M |
| 2024-Q1 | 53 | 4,835,756 | — | $105M |
| 2023-Q4 | 47 | 3,300,692 | — | $71M |
| 2023-Q3 | 36 | 2,364,879 | — | $49M |
| 2023-Q2 | 34 | 1,519,099 | — | $32M |
| 2023-Q1 | 26 | 796,694 | — | $17M |
| 2022-Q4 | 21 | 548,748 | — | $11M |
| 2022-Q3 | 19 | 572,297 | — | $12M |
| 2022-Q2 | 14 | 500,413 | — | $10M |
| 2022-Q1 | 12 | 361,570 | — | $9M |
| 2021-Q4 | 16 | 549,586 | — | $14M |
| 2021-Q3 | 12 | 338,434 | — | $9M |
| 2021-Q2 | 9 | 317,349 | — | $8M |
| 2021-Q1 | 6 | 184,037 | — | $5M |
| 2020-Q4 | 2 | 160,494 | — | $4M |
| 2020-Q3 | 2 | 190,709 | — | $5M |
