% of shares outstanding is not shown for BSJW: 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 BSJW in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MONECO ADVISORS, LLC | 87,36387,363 | $2M | — | ADD 5% |
| 2 | LPL Financial LLC | 74,21174,211 | $2M | — | — |
| 3 | ROYAL BANK OF CANADA | 55,61655,616 | $1M | — | ADD 11% |
| 4 | RAYMOND JAMES FINANCIAL INC | 44,36644,366 | $1M | — | ADD 16% |
| 5 | Ark Wealth Advisors LLC | 39,99139,991 | $1M | — | NEW |
| 6 | OSAIC HOLDINGS, INC. | 24,53724,537 | $617,832 | — | TRIM -14% |
| 7 | 4Thought Financial Group Inc. | 16,34816,348 | $411,616 | — | TRIM -5% |
| 8 | Equitable Holdings, Inc. | 14,66914,669 | $378,390 | — | ADD 7% |
| 9 | VestGen Advisors, LLC | 14,47314,473 | $367,323 | — | NEW |
| 10 | BANK OF AMERICA CORP /DE/ | 12,94612,946 | $325,954 | — | — |
| 11 | Alaska Permanent Capital Management, LLC | 10,23710,237 | $256,949 | — | NEW |
| 12 | Cambridge Investment Research Advisors, Inc. | 8,4718,471 | $213,000 | — | — |
| 13 | HARBOUR INVESTMENTS, INC. | 6,0236,023 | $151,650 | — | — |
| 14 | Larson Financial Group LLC | 2,2342,234 | $56,249 | — | NEW |
| 15 | MORGAN STANLEY | 1,0001,000 | $25,179 | — | NEW |
| 16 | Asset Dedication, LLC | 792792 | $19,942 | — | NEW |
| 17 | Capital Analysts, LLC | 385385 | $10,000 | — | — |
| 18 | Community Financial Services Group, LLC | 125125 | $3,155 | — | NEW |
| 19 | Steward Partners Investment Advisory, LLC | 6565 | $1,637 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MONECO ADVISORS, LLC | — | 11K | 38K | 85K | 83K | 87K | $2M |
| LPL Financial LLC | — | 29K | 52K | 67K | 76K | 74K | $2M |
| ROYAL BANK OF CANADA | 4K | 4K | 96K | 50K | 50K | 56K | $1M |
| RAYMOND JAMES FINANCIAL INC | 18K | 21K | 31K | 36K | 38K | 44K | $1M |
| Ark Wealth Advisors LLC | — | — | — | — | — | 40K | $1M |
| OSAIC HOLDINGS, INC. | — | 10K | 17K | 19K | 28K | 25K | $617,832 |
| 4Thought Financial Group Inc. | 18K | 18K | 17K | 17K | 17K | 16K | $411,616 |
| Equitable Holdings, Inc. | — | — | — | — | 14K | 15K | $378,390 |
| VestGen Advisors, LLC | — | — | — | 8K | — | 14K | $367,323 |
| BANK OF AMERICA CORP /DE/ | — | — | 8K | 11K | 13K | 13K | $325,954 |
| Alaska Permanent Capital Management, LLC | — | — | — | — | — | 10K | $256,949 |
| Cambridge Investment Research Advisors, Inc. | — | — | 8K | 8K | 8K | 8K | $213,000 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | 6K | 6K | $151,650 |
| Larson Financial Group LLC | — | — | — | — | — | 2K | $56,249 |
| MORGAN STANLEY | — | — | — | — | — | 1K | $25,179 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 19 | 413,852 | — | $10M |
| 2025-Q4 | 13 | 335,007 | — | $9M |
| 2025-Q3 | 14 | 351,683 | — | $9M |
| 2025-Q2 | 14 | 402,042 | — | $10M |
| 2025-Q1 | 11 | 192,546 | — | $5M |
| 2024-Q4 | 6 | 138,451 | — | $3M |
| 2024-Q3 | 2 | 386 | — | $10,026 |
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 | |
|---|---|---|---|
| Ark Wealth Advisors LLC | +39,991 | $1M | OPEN |
| VestGen Advisors, LLC | +14,473 | $364,416 | OPEN |
| Alaska Permanent Capital Management, LLC | +10,237 | $257,757 | OPEN |
| RAYMOND JAMES FINANCIAL INC | +5,966 | $150,218 | ADD |
| ROYAL BANK OF CANADA | +5,302 | $133,499 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | −3,922 | $98,752 | TRIM |
| LPL Financial LLC | −1,357 | $34,168 | — |
| 4Thought Financial Group Inc. | −895 | $22,535 | TRIM |
| BANK OF AMERICA CORP /DE/ | −31 | $781 | — |
| UBS Group AG | −26 | $655 | CLOSE |
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).
