Who Owns BSJQ (BSJQ)? -- Institutional Holders (2026-06-30)

207 institutions reported holding $593.8M of BSJQ (BSJQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mirador Capital Partners LP ($62.3M), LPL Financial LLC ($44.2M), MORGAN STANLEY ($31.3M), Cetera Investment Advisers ($28.4M), WELLS FARGO & COMPANY/MN ($21.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Mirador Capital Partners LP$62.3M2.7MTrimmed
2LPL Financial LLC$44.2M1.9MTrimmed
3MORGAN STANLEY$31.3M1.4MTrimmed
4Cetera Investment Advisers$28.4M1.2MTrimmed
5WELLS FARGO & COMPANY/MN$21.2M924,269Trimmed
6OSAIC HOLDINGS, INC.$19.4M845,074Added
7CITADEL ADVISORS LLC$19.1M830,303Added
8COLLECTIVE FAMILY OFFICE LLC$15.3M666,309Trimmed
9MERCER GLOBAL ADVISORS INC /ADV$13.7M598,587Trimmed
10UBS Group AG$13.7M598,155Trimmed
11Migdal Insurance & Financial Holdings Ltd.$12.9M560,867Added
12Advisory Alpha, LLC$11.7M507,769Added
13Parkway Wealth Management Group, LLC$10.1M441,155Added
14ENVESTNET ASSET MANAGEMENT INC$9.9M432,891Trimmed
15Cornerstone Planning, LLC$9.8M428,119Added
16UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.7M377,575Trimmed
17Delta Investment Management, LLC$8.3M361,418Trimmed
18Lido Advisors, LLC$8.0M346,898Trimmed
19Ashton Thomas Private Wealth, LLC$7.8M340,946Trimmed
20Larson Financial Group LLC$7.6M329,412Trimmed
21RPg Family Wealth Advisory, LLC$7.5M325,375Added
22MML INVESTORS SERVICES, LLC$7.4M320,516Added
23Verity Asset Management, Inc.$7.2M311,813Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$6.7M293,559Added
25BANK OF MONTREAL /CAN/$6.7M293,250Added

Source: SEC Form 13F filings · as of 2026-06-30