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

177 institutions reported holding $582.8M of BSJR (BSJR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mirador Capital Partners LP ($53.5M), LPL Financial LLC ($47.5M), Cetera Investment Advisers ($38.1M), RAYMOND JAMES FINANCIAL INC ($31.9M), WELLS FARGO & COMPANY/MN ($27.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Mirador Capital Partners LP$53.5M2.4MAdded
2LPL Financial LLC$47.5M2.1MAdded
3Cetera Investment Advisers$38.1M1.7MAdded
4RAYMOND JAMES FINANCIAL INC$31.9M1.4MAdded
5WELLS FARGO & COMPANY/MN$27.8M1.2MAdded
6MORGAN STANLEY$25.6M1.1MAdded
7OSAIC HOLDINGS, INC.$22.0M985,722Added
8Ashton Thomas Private Wealth, LLC$17.2M768,762Added
9Larson Financial Group LLC$15.9M713,232Trimmed
10MERCER GLOBAL ADVISORS INC /ADV$14.8M660,311Added
11BANK OF AMERICA CORP /DE/$12.4M555,768Added
12CAPTRUST FINANCIAL ADVISORS$11.7M522,332Added
13Accurate Wealth Management, LLC$10.6M475,561Added
14Altium Investment Strategies LLC$10.6M475,561Added
15Advisory Alpha, LLC$10.4M465,244Added
16Parkway Wealth Management Group, LLC$10.2M456,265Added
17UBS Group AG$8.9M400,145Trimmed
18COLLECTIVE FAMILY OFFICE LLC$8.2M366,184Added
19Verity Asset Management, Inc.$8.1M362,888Added
20Ironwood Financial, llc$8.0M358,454Trimmed
21SFE Investment Counsel$8.0M358,973Trimmed
22BANTA ASSET MANAGEMENT LP$7.4M330,285Added
23COMMONWEALTH EQUITY SERVICES, LLC$7.2M322,104Added
24Delta Investment Management, LLC$7.1M316,214New
25Intrua Financial, LLC$6.9M309,958Trimmed

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