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Funds Holding BSJO

On this page, we present all of the funds holding BSJO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSJO, with a link to that fund's top holdings. The next columns indicate the amount of BSJO stock held by each of the funds holding BSJO, followed by the BSJO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 156 funds holding BSJO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Mirador Capital Partners LP. For more details on the positions held by Mirador Capital Partners LP (or by any of the other funds holding BSJO), click the fund name in the "Holder" column of the funds-holding-BSJO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Mirador Capital Partners LP3,560,590$80,932 03/31/2024
     BSJO3,560,590$80,932 03/31/2024
UBS Group AG1,642,120$37,301 12/31/2023
     BSJO1,642,120$37,301 12/31/2023
Goldman Sachs Group Inc.1,164,614$26,454 12/31/2023
     BSJO1,164,614$26,454 12/31/2023
Morgan Stanley951,311$21,609 12/31/2023
     BSJO951,311$21,609 12/31/2023
Envestnet Asset Management Inc.827,095$18,787 12/31/2023
     BSJO827,095$18,787 12/31/2023
Wells Fargo & Company MN826,793$18,781 12/31/2023
     BSJO826,793$18,781 12/31/2023
LPL Financial LLC710,930$16,149 12/31/2023
     BSJO710,930$16,149 12/31/2023
Cetera Advisors LLC654,331$14,863 12/31/2023
     BSJO654,331$14,863 12/31/2023
United Capital Financial Advisers LLC595,414$13,525 12/31/2023
     BSJO595,414$13,525 12/31/2023
Asset Dedication LLC499,415$11,351 03/31/2024
     BSJO499,415$11,351 03/31/2024
Milestone Asset Management LLC486,011$11,047 03/31/2024
     BSJO486,011$11,047 03/31/2024
Captrust Financial Advisors470,999$10,699 12/31/2023
     BSJO470,999$10,699 12/31/2023
Integrated Wealth Concepts LLC448,203$10,181 12/31/2023
     BSJO448,203$10,181 12/31/2023
Collective Family Office LLC446,638$10,152 03/31/2024
     BSJO446,638$10,152 03/31/2024
Bank of America Corp DE435,886$9,901 12/31/2023
     BSJO435,886$9,901 12/31/2023
CWM LLC432,224$9,824 03/31/2024
     BSJO432,224$9,824 03/31/2024
Migdal Insurance & Financial Holdings Ltd.432,357$9,821 12/31/2023
     BSJO432,357$9,821 12/31/2023
Raymond James Financial Services Advisors Inc.403,536$9,172 03/31/2024
     BSJO403,536$9,172 03/31/2024
Ironwood Financial llc368,209$8,369 03/31/2024
     BSJO368,209$8,369 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC316,884$7,203 03/31/2024
     BSJO316,884$7,203 03/31/2024
Advisor Group Holdings Inc.310,209$7,046 12/31/2023
     BSJO310,209$7,046 12/31/2023
Advisory Alpha LLC282,918$6,426 12/31/2023
     BSJO282,918$6,426 12/31/2023
Kaye Capital Management277,082$6,298 03/31/2024
     BSJO277,082$6,298 03/31/2024
OLD Second National Bank of Aurora267,102$6,067 12/31/2023
     BSJO267,102$6,067 12/31/2023
SFE Investment Counsel235,429$5,348 12/31/2023
     BSJO235,429$5,348 12/31/2023
Janney Montgomery Scott LLC234,946$5,337 12/31/2023
     BSJO234,946$5,337 12/31/2023
Wright Fund Managment LLC209,800$4,766 12/31/2023
     BSJO209,800$4,766 12/31/2023
Jane Street Group LLC208,744$4,742 12/31/2023
     BSJO208,744$4,742 12/31/2023
Mercer Global Advisors Inc. ADV207,226$4,707 12/31/2023
     BSJO207,226$4,707 12/31/2023
Commonwealth Equity Services LLC200,051$4,547 03/31/2024
     BSJO200,051$4,547 03/31/2024
Werba Rubin Papier Wealth Management195,634$4,444 12/31/2023
     BSJO195,634$4,444 12/31/2023
Banta Asset Management LP187,035$4,248 12/31/2023
     BSJO187,035$4,248 12/31/2023
Oder Investment Management LLC184,952$4,201 12/31/2023
     BSJO184,952$4,201 12/31/2023
Verity Asset Management Inc.173,794$3,948 12/31/2023
     BSJO173,794$3,948 12/31/2023
Prospera Financial Services Inc147,685$3,355 12/31/2023
     BSJO147,685$3,355 12/31/2023
Raymond James & Associates141,743$3,222 03/31/2024
     BSJO141,743$3,222 03/31/2024
Wealthsource Partners LLC138,794$3,153 12/31/2023
     BSJO138,794$3,153 12/31/2023
Blue Barn Wealth LLC138,024$3,135 12/31/2023
     BSJO138,024$3,135 12/31/2023
Horizons Wealth Management131,406$2,985 03/31/2024
     BSJO131,406$2,985 03/31/2024
Thrivent Financial for Lutherans115,655$2,627 12/31/2023
     BSJO115,655$2,627 12/31/2023
Capital Analysts LLC114,843$2,609 12/31/2023
     BSJO114,843$2,609 12/31/2023
IFP Advisors Inc114,535$2,602 12/31/2023
     BSJO114,535$2,602 12/31/2023
Cambridge Investment Research Advisors Inc.112,802$2,564 03/31/2024
     BSJO112,802$2,564 03/31/2024
Northwest Bancshares Inc.110,047$2,501 03/31/2024
     BSJO110,047$2,501 03/31/2024
Private Advisor Group LLC107,137$2,435 03/31/2024
     BSJO107,137$2,435 03/31/2024
River Street Advisors LLC106,286$2,416 03/31/2024
     BSJO106,286$2,416 03/31/2024
Rebalance LLC102,167$2,322 03/31/2024
     BSJO102,167$2,322 03/31/2024
Paradiem LLC101,885$2,316 03/31/2024
     BSJO101,885$2,316 03/31/2024
FCA Corp TX94,312$2,142 12/31/2023
     BSJO94,312$2,142 12/31/2023
Tyler Stone Wealth Management93,356$2,121 12/31/2023
     BSJO93,356$2,121 12/31/2023
S.E.E.D. Planning Group LLC91,771$2,086 03/31/2024
     BSJO91,771$2,086 03/31/2024
IMA Wealth Inc.91,624$2,083 03/31/2024
     BSJO91,624$2,083 03/31/2024
Sound Stewardship LLC91,231$2,072 12/31/2023
     BSJO91,231$2,072 12/31/2023
AA Financial Advisors LLC90,263$2,050 12/31/2023
     BSJO90,263$2,050 12/31/2023
Masso Torrence Wealth Management Inc.88,840$2,019 03/31/2024
     BSJO88,840$2,019 03/31/2024
AE Wealth Management LLC88,370$2,007 12/31/2023
     BSJO88,370$2,007 12/31/2023
MML Investors Services LLC88,309$2,006 12/31/2023
     BSJO88,309$2,006 12/31/2023
Glass Jacobson Investment Advisors llc86,307$1,962 03/31/2024
     BSJO86,307$1,962 03/31/2024
Stifel Financial Corp85,970$1,953 12/31/2023
     BSJO85,970$1,953 12/31/2023
Private Client Services LLC80,663$1,832 12/31/2023
     BSJO80,663$1,832 12/31/2023
Ballew Advisors Inc79,638$1,811 03/31/2024
     BSJO79,638$1,811 03/31/2024
Ameriprise Financial Inc.76,269$1,732 12/31/2023
     BSJO76,269$1,732 12/31/2023
Ashton Thomas Private Wealth LLC73,025$1,660 03/31/2024
     BSJO73,025$1,660 03/31/2024
Gill Capital Partners LLC65,036$1,477 12/31/2023
     BSJO65,036$1,477 12/31/2023
Pacific Wealth Strategies Group Inc.63,025$1,432 12/31/2023
     BSJO63,025$1,432 12/31/2023
Farther Finance Advisors LLC62,923$1,429 12/31/2023
     BSJO62,923$1,429 12/31/2023
Harbour Investments Inc.60,870$1,383 12/31/2023
     BSJO60,870$1,383 12/31/2023
Royal Bank of Canada60,582$1,377 12/31/2023
     BSJO60,582$1,377 12/31/2023
Steward Partners Investment Advisory LLC60,419$1,372 12/31/2023
     BSJO60,419$1,372 12/31/2023
Leo Wealth LLC55,487$1,262 12/31/2023
     BSJO55,487$1,262 12/31/2023
Evexia Wealth LLC52,777$1,199 12/31/2023
     BSJO52,777$1,199 12/31/2023
GWM Advisors LLC51,601$1,172 12/31/2023
     BSJO51,601$1,172 12/31/2023
Delta Investment Management LLC48,866$1,110 12/31/2023
     BSJO48,866$1,110 12/31/2023
Western Wealth Management LLC46,885$1,065 12/31/2023
     BSJO46,885$1,065 12/31/2023
RFG Advisory LLC46,426$1,055 03/31/2024
     BSJO46,426$1,055 03/31/2024
Foundations Investment Advisors LLC45,890$1,042 12/31/2023
     BSJO45,890$1,042 12/31/2023
Avantax Advisory Services Inc.45,625$1,036 12/31/2023
     BSJO45,625$1,036 12/31/2023
Retirement Solution Inc.44,993$1,022 12/31/2023
     BSJO44,993$1,022 12/31/2023
Gradient Investments LLC44,009$1,000 03/31/2024
     BSJO44,009$1,000 03/31/2024
GLOBALT Investments LLC GA40,025$909 12/31/2023
     BSJO40,025$909 12/31/2023
Brookstone Capital Management39,691$902 03/31/2024
     BSJO39,691$902 03/31/2024
Park Avenue Securities LLC39,205$891 03/31/2024
     BSJO39,205$891 03/31/2024
Brown Advisory Inc.39,118$889 03/31/2024
     BSJO39,118$889 03/31/2024
Atria Wealth Solutions Inc.38,891$883 12/31/2023
     BSJO38,891$883 12/31/2023
TD Waterhouse Canada Inc.37,450$879 12/31/2023
     BSJO37,450$879 12/31/2023
Iron Financial LLC37,341$849 03/31/2024
     BSJO37,341$849 03/31/2024
Stablepoint Partners LLC36,568$831 03/31/2024
     BSJO36,568$831 03/31/2024
TCG Advisory Services LLC36,008$818 12/31/2023
     BSJO36,008$818 12/31/2023
Insight Wealth Partners LLC34,443$782 12/31/2023
     BSJO34,443$782 12/31/2023
4Thought Financial Group Inc.33,916$771 03/31/2024
     BSJO33,916$771 03/31/2024
Cetera Advisor Networks LLC33,672$765 12/31/2023
     BSJO33,672$765 12/31/2023
Kestra Advisory Services LLC31,273$710 12/31/2023
     BSJO31,273$710 12/31/2023
We Are One Seven LLC30,989$704 12/31/2023
     BSJO30,989$704 12/31/2023
Equitable Holdings Inc.30,585$695 12/31/2023
     BSJO30,585$695 12/31/2023
WESPAC Advisors LLC30,105$684 03/31/2024
     BSJO30,105$684 03/31/2024
Camelot Portfolios LLC28,964$658 12/31/2023
     BSJO28,964$658 12/31/2023
Renaissance Technologies LLC27,700$629 12/31/2023
     BSJO27,700$629 12/31/2023
Founders Financial Securities LLC27,161$617 03/31/2024
     BSJO27,161$617 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,844$610 12/31/2023
     BSJO26,844$610 12/31/2023
Geneos Wealth Management Inc.26,165$594 12/31/2023
     BSJO26,165$594 12/31/2023
BCS Wealth Management25,788$586 03/31/2024
     BSJO25,788$586 03/31/2024
Prime Capital Investment Advisors LLC24,704$561 12/31/2023
     BSJO24,704$561 12/31/2023
Flaharty Asset Management LLC24,015$546 12/31/2023
     BSJO24,015$546 12/31/2023
Comerica Bank23,817$541 12/31/2023
     BSJO23,817$541 12/31/2023
AlphaStar Capital Management LLC23,303$529 12/31/2023
     BSJO23,303$529 12/31/2023
Leavell Investment Management Inc.22,015$500 03/31/2024
     BSJO22,015$500 03/31/2024
WealthBridge Capital Management LLC21,818$496 03/31/2024
     BSJO21,818$496 03/31/2024
Stratos Wealth Partners LTD.19,572$445 03/31/2024
     BSJO19,572$445 03/31/2024
Citadel Advisors LLC19,558$444 12/31/2023
     BSJO19,558$444 12/31/2023
Resources Investment Advisors LLC.19,312$439 12/31/2023
     BSJO19,312$439 12/31/2023
Wealth Enhancement Advisory Services LLC18,700$425 03/31/2024
     BSJO18,700$425 03/31/2024
Patton Albertson Miller Group LLC18,640$424 03/31/2024
     BSJO18,640$424 03/31/2024
Private Advisory Group LLC18,559$422 12/31/2023
     BSJO18,559$422 12/31/2023
Wealthstar Advisors LLC18,495$420 03/31/2024
     BSJO18,495$420 03/31/2024
Quad Cities Investment Group LLC17,088$388 03/31/2024
     BSJO17,088$388 03/31/2024
Kestra Private Wealth Services LLC16,934$385 12/31/2023
     BSJO16,934$385 12/31/2023
Stephens Inc. AR16,869$383 12/31/2023
     BSJO16,869$383 12/31/2023
Voisard Asset Management Group Inc.16,661$379 03/31/2024
     BSJO16,661$379 03/31/2024
Straight Path Wealth Management14,168$322 03/31/2024
     BSJO14,168$322 03/31/2024
CoreCap Advisors LLC11,738$267 12/31/2023
     BSJO11,738$267 12/31/2023
Evanson Asset Management LLC11,600$264 03/31/2024
     BSJO11,600$264 03/31/2024
Eqis Capital Management Inc.11,475$261 12/31/2023
     BSJO11,475$261 12/31/2023
National Asset Management Inc.10,761$244 12/31/2023
     BSJO10,761$244 12/31/2023
Key Financial Inc10,640$242 12/31/2023
     BSJO10,640$242 12/31/2023
Transcend Wealth Collective LLC10,500$239 12/31/2023
     BSJO10,500$239 12/31/2023
Northwestern Mutual Wealth Management Co.10,259$233 12/31/2023
     BSJO10,259$233 12/31/2023
Tennessee Valley Asset Management Partners9,880$225 03/31/2024
     BSJO9,880$225 03/31/2024
TI Trust Inc.8,940$203 03/31/2024
     BSJO8,940$203 03/31/2024
Shufro Rose & Co. LLC9,000$202 12/31/2023
     BSJO9,000$202 12/31/2023
Carmel Capital Partners LLC8,850$201 03/31/2024
     BSJO8,850$201 03/31/2024
Nalls Sherbakoff Group LLC7,953$181 12/31/2023
     BSJO7,953$181 12/31/2023
Creative Financial Designs Inc. ADV5,733$130 12/31/2023
     BSJO5,733$130 12/31/2023
Larson Financial Group LLC5,550$126 12/31/2023
     BSJO5,550$126 12/31/2023
Atwood & Palmer Inc.5,250$119 03/31/2024
     BSJO5,250$119 03/31/2024
Global Retirement Partners LLC4,473$102 03/31/2024
     BSJO4,473$102 03/31/2024
Allworth Financial LP4,434$101 03/31/2024
     BSJO4,434$101 03/31/2024
Anchor Investment Management LLC2,400$55 12/31/2023
     BSJO2,400$55 12/31/2023
Horizon Financial Services LLC2,308$52 03/31/2024
     BSJO2,308$52 03/31/2024
Y.D. More Investments Ltd1,408$32 12/31/2023
     BSJO1,408$32 12/31/2023
Principal Securities Inc.1,091$25 12/31/2023
     BSJO1,091$25 12/31/2023
RFP Financial Group LLC825$19 12/31/2023
     BSJO825$19 12/31/2023
AdvisorNet Financial Inc622$14 03/31/2024
     BSJO622$14 03/31/2024
Tower Research Capital LLC TRC 601$14 12/31/2023
     BSJO601$14 12/31/2023
Benjamin F. Edwards & Company Inc.589$13 03/31/2024
     BSJO589$13 03/31/2024
Hobbs Group Advisors LLC496$11 12/31/2023
     BSJO496$11 12/31/2023
Private Trust Co. NA412$9 03/31/2024
     BSJO412$9 03/31/2024
Penserra Capital Management LLC325$7 12/31/2023
     BSJO325$7 12/31/2023
Householder Group Estate & Retirement Specialist LLC312$7 12/31/2023
     BSJO312$7 12/31/2023
Aspect Partners LLC278$6 12/31/2023
     BSJO278$6 12/31/2023
Financial Gravity Asset Management Inc.236$5 12/31/2023
     BSJO236$5 12/31/2023
Mascoma Wealth Management LLC180$4 12/31/2023
     BSJO180$4 12/31/2023
Independence Bank of Kentucky131$3 03/31/2024
     BSJO131$3 03/31/2024
Trust Co. of Vermont131$3 12/31/2023
     BSJO131$3 12/31/2023
JPMorgan Chase & Co.69$2 12/31/2023
     BSJO69$2 12/31/2023
BNP Paribas Arbitrage SA60$1 12/31/2023
     BSJO60$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     BSJO0$0 12/31/2023
Missouri Trust & Investment Co22$0 12/31/2023
     BSJO22$0 12/31/2023

See Summary: Institutional Holders of BSJO
See Details: Top 10 Hedge Funds Holding BSJO
Also See: BSJO Holdings Changes

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