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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Mirador Capital Partners LP | 3,560,590 | $80,932 | 03/31/2024 | BSJO | 3,560,590 | $80,932 | 03/31/2024 | UBS Group AG | 1,642,120 | $37,301 | 12/31/2023 | BSJO | 1,642,120 | $37,301 | 12/31/2023 | Goldman Sachs Group Inc. | 1,164,614 | $26,454 | 12/31/2023 | BSJO | 1,164,614 | $26,454 | 12/31/2023 | Morgan Stanley | 951,311 | $21,609 | 12/31/2023 | BSJO | 951,311 | $21,609 | 12/31/2023 | Envestnet Asset Management Inc. | 827,095 | $18,787 | 12/31/2023 | BSJO | 827,095 | $18,787 | 12/31/2023 | Wells Fargo & Company MN | 826,793 | $18,781 | 12/31/2023 | BSJO | 826,793 | $18,781 | 12/31/2023 | LPL Financial LLC | 710,930 | $16,149 | 12/31/2023 | BSJO | 710,930 | $16,149 | 12/31/2023 | Cetera Advisors LLC | 654,331 | $14,863 | 12/31/2023 | BSJO | 654,331 | $14,863 | 12/31/2023 | United Capital Financial Advisers LLC | 595,414 | $13,525 | 12/31/2023 | BSJO | 595,414 | $13,525 | 12/31/2023 | Asset Dedication LLC | 499,415 | $11,351 | 03/31/2024 | BSJO | 499,415 | $11,351 | 03/31/2024 | Milestone Asset Management LLC | 486,011 | $11,047 | 03/31/2024 | BSJO | 486,011 | $11,047 | 03/31/2024 | Captrust Financial Advisors | 470,999 | $10,699 | 12/31/2023 | BSJO | 470,999 | $10,699 | 12/31/2023 | Integrated Wealth Concepts LLC | 448,203 | $10,181 | 12/31/2023 | BSJO | 448,203 | $10,181 | 12/31/2023 | Collective Family Office LLC | 446,638 | $10,152 | 03/31/2024 | BSJO | 446,638 | $10,152 | 03/31/2024 | Bank of America Corp DE | 435,886 | $9,901 | 12/31/2023 | BSJO | 435,886 | $9,901 | 12/31/2023 | CWM LLC | 432,224 | $9,824 | 03/31/2024 | BSJO | 432,224 | $9,824 | 03/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 432,357 | $9,821 | 12/31/2023 | BSJO | 432,357 | $9,821 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 403,536 | $9,172 | 03/31/2024 | BSJO | 403,536 | $9,172 | 03/31/2024 | Ironwood Financial llc | 368,209 | $8,369 | 03/31/2024 | BSJO | 368,209 | $8,369 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 316,884 | $7,203 | 03/31/2024 | BSJO | 316,884 | $7,203 | 03/31/2024 | Advisor Group Holdings Inc. | 310,209 | $7,046 | 12/31/2023 | BSJO | 310,209 | $7,046 | 12/31/2023 | Advisory Alpha LLC | 282,918 | $6,426 | 12/31/2023 | BSJO | 282,918 | $6,426 | 12/31/2023 | Kaye Capital Management | 277,082 | $6,298 | 03/31/2024 | BSJO | 277,082 | $6,298 | 03/31/2024 | OLD Second National Bank of Aurora | 267,102 | $6,067 | 12/31/2023 | BSJO | 267,102 | $6,067 | 12/31/2023 | SFE Investment Counsel | 235,429 | $5,348 | 12/31/2023 | BSJO | 235,429 | $5,348 | 12/31/2023 | Janney Montgomery Scott LLC | 234,946 | $5,337 | 12/31/2023 | BSJO | 234,946 | $5,337 | 12/31/2023 | Wright Fund Managment LLC | 209,800 | $4,766 | 12/31/2023 | BSJO | 209,800 | $4,766 | 12/31/2023 | Jane Street Group LLC | 208,744 | $4,742 | 12/31/2023 | BSJO | 208,744 | $4,742 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 207,226 | $4,707 | 12/31/2023 | BSJO | 207,226 | $4,707 | 12/31/2023 | Commonwealth Equity Services LLC | 200,051 | $4,547 | 03/31/2024 | BSJO | 200,051 | $4,547 | 03/31/2024 | Werba Rubin Papier Wealth Management | 195,634 | $4,444 | 12/31/2023 | BSJO | 195,634 | $4,444 | 12/31/2023 | Banta Asset Management LP | 187,035 | $4,248 | 12/31/2023 | BSJO | 187,035 | $4,248 | 12/31/2023 | Oder Investment Management LLC | 184,952 | $4,201 | 12/31/2023 | BSJO | 184,952 | $4,201 | 12/31/2023 | Verity Asset Management Inc. | 173,794 | $3,948 | 12/31/2023 | BSJO | 173,794 | $3,948 | 12/31/2023 | Prospera Financial Services Inc | 147,685 | $3,355 | 12/31/2023 | BSJO | 147,685 | $3,355 | 12/31/2023 | Raymond James & Associates | 141,743 | $3,222 | 03/31/2024 | BSJO | 141,743 | $3,222 | 03/31/2024 | Wealthsource Partners LLC | 138,794 | $3,153 | 12/31/2023 | BSJO | 138,794 | $3,153 | 12/31/2023 | Blue Barn Wealth LLC | 138,024 | $3,135 | 12/31/2023 | BSJO | 138,024 | $3,135 | 12/31/2023 | Horizons Wealth Management | 131,406 | $2,985 | 03/31/2024 | BSJO | 131,406 | $2,985 | 03/31/2024 | Thrivent Financial for Lutherans | 115,655 | $2,627 | 12/31/2023 | BSJO | 115,655 | $2,627 | 12/31/2023 | Capital Analysts LLC | 114,843 | $2,609 | 12/31/2023 | BSJO | 114,843 | $2,609 | 12/31/2023 | IFP Advisors Inc | 114,535 | $2,602 | 12/31/2023 | BSJO | 114,535 | $2,602 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 112,802 | $2,564 | 03/31/2024 | BSJO | 112,802 | $2,564 | 03/31/2024 | Northwest Bancshares Inc. | 110,047 | $2,501 | 03/31/2024 | BSJO | 110,047 | $2,501 | 03/31/2024 | Private Advisor Group LLC | 107,137 | $2,435 | 03/31/2024 | BSJO | 107,137 | $2,435 | 03/31/2024 | River Street Advisors LLC | 106,286 | $2,416 | 03/31/2024 | BSJO | 106,286 | $2,416 | 03/31/2024 | Rebalance LLC | 102,167 | $2,322 | 03/31/2024 | BSJO | 102,167 | $2,322 | 03/31/2024 | Paradiem LLC | 101,885 | $2,316 | 03/31/2024 | BSJO | 101,885 | $2,316 | 03/31/2024 | FCA Corp TX | 94,312 | $2,142 | 12/31/2023 | BSJO | 94,312 | $2,142 | 12/31/2023 | Tyler Stone Wealth Management | 93,356 | $2,121 | 12/31/2023 | BSJO | 93,356 | $2,121 | 12/31/2023 | S.E.E.D. Planning Group LLC | 91,771 | $2,086 | 03/31/2024 | BSJO | 91,771 | $2,086 | 03/31/2024 | IMA Wealth Inc. | 91,624 | $2,083 | 03/31/2024 | BSJO | 91,624 | $2,083 | 03/31/2024 | Sound Stewardship LLC | 91,231 | $2,072 | 12/31/2023 | BSJO | 91,231 | $2,072 | 12/31/2023 | AA Financial Advisors LLC | 90,263 | $2,050 | 12/31/2023 | BSJO | 90,263 | $2,050 | 12/31/2023 | Masso Torrence Wealth Management Inc. | 88,840 | $2,019 | 03/31/2024 | BSJO | 88,840 | $2,019 | 03/31/2024 | AE Wealth Management LLC | 88,370 | $2,007 | 12/31/2023 | BSJO | 88,370 | $2,007 | 12/31/2023 | MML Investors Services LLC | 88,309 | $2,006 | 12/31/2023 | BSJO | 88,309 | $2,006 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 86,307 | $1,962 | 03/31/2024 | BSJO | 86,307 | $1,962 | 03/31/2024 | Stifel Financial Corp | 85,970 | $1,953 | 12/31/2023 | BSJO | 85,970 | $1,953 | 12/31/2023 | Private Client Services LLC | 80,663 | $1,832 | 12/31/2023 | BSJO | 80,663 | $1,832 | 12/31/2023 | Ballew Advisors Inc | 79,638 | $1,811 | 03/31/2024 | BSJO | 79,638 | $1,811 | 03/31/2024 | Ameriprise Financial Inc. | 76,269 | $1,732 | 12/31/2023 | BSJO | 76,269 | $1,732 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 73,025 | $1,660 | 03/31/2024 | BSJO | 73,025 | $1,660 | 03/31/2024 | Gill Capital Partners LLC | 65,036 | $1,477 | 12/31/2023 | BSJO | 65,036 | $1,477 | 12/31/2023 | Pacific Wealth Strategies Group Inc. | 63,025 | $1,432 | 12/31/2023 | BSJO | 63,025 | $1,432 | 12/31/2023 | Farther Finance Advisors LLC | 62,923 | $1,429 | 12/31/2023 | BSJO | 62,923 | $1,429 | 12/31/2023 | Harbour Investments Inc. | 60,870 | $1,383 | 12/31/2023 | BSJO | 60,870 | $1,383 | 12/31/2023 | Royal Bank of Canada | 60,582 | $1,377 | 12/31/2023 | BSJO | 60,582 | $1,377 | 12/31/2023 | Steward Partners Investment Advisory LLC | 60,419 | $1,372 | 12/31/2023 | BSJO | 60,419 | $1,372 | 12/31/2023 | Leo Wealth LLC | 55,487 | $1,262 | 12/31/2023 | BSJO | 55,487 | $1,262 | 12/31/2023 | Evexia Wealth LLC | 52,777 | $1,199 | 12/31/2023 | BSJO | 52,777 | $1,199 | 12/31/2023 | GWM Advisors LLC | 51,601 | $1,172 | 12/31/2023 | BSJO | 51,601 | $1,172 | 12/31/2023 | Delta Investment Management LLC | 48,866 | $1,110 | 12/31/2023 | BSJO | 48,866 | $1,110 | 12/31/2023 | Western Wealth Management LLC | 46,885 | $1,065 | 12/31/2023 | BSJO | 46,885 | $1,065 | 12/31/2023 | RFG Advisory LLC | 46,426 | $1,055 | 03/31/2024 | BSJO | 46,426 | $1,055 | 03/31/2024 | Foundations Investment Advisors LLC | 45,890 | $1,042 | 12/31/2023 | BSJO | 45,890 | $1,042 | 12/31/2023 | Avantax Advisory Services Inc. | 45,625 | $1,036 | 12/31/2023 | BSJO | 45,625 | $1,036 | 12/31/2023 | Retirement Solution Inc. | 44,993 | $1,022 | 12/31/2023 | BSJO | 44,993 | $1,022 | 12/31/2023 | Gradient Investments LLC | 44,009 | $1,000 | 03/31/2024 | BSJO | 44,009 | $1,000 | 03/31/2024 | GLOBALT Investments LLC GA | 40,025 | $909 | 12/31/2023 | BSJO | 40,025 | $909 | 12/31/2023 | Brookstone Capital Management | 39,691 | $902 | 03/31/2024 | BSJO | 39,691 | $902 | 03/31/2024 | Park Avenue Securities LLC | 39,205 | $891 | 03/31/2024 | BSJO | 39,205 | $891 | 03/31/2024 | Brown Advisory Inc. | 39,118 | $889 | 03/31/2024 | BSJO | 39,118 | $889 | 03/31/2024 | Atria Wealth Solutions Inc. | 38,891 | $883 | 12/31/2023 | BSJO | 38,891 | $883 | 12/31/2023 | TD Waterhouse Canada Inc. | 37,450 | $879 | 12/31/2023 | BSJO | 37,450 | $879 | 12/31/2023 | Iron Financial LLC | 37,341 | $849 | 03/31/2024 | BSJO | 37,341 | $849 | 03/31/2024 | Stablepoint Partners LLC | 36,568 | $831 | 03/31/2024 | BSJO | 36,568 | $831 | 03/31/2024 | TCG Advisory Services LLC | 36,008 | $818 | 12/31/2023 | BSJO | 36,008 | $818 | 12/31/2023 | Insight Wealth Partners LLC | 34,443 | $782 | 12/31/2023 | BSJO | 34,443 | $782 | 12/31/2023 | 4Thought Financial Group Inc. | 33,916 | $771 | 03/31/2024 | BSJO | 33,916 | $771 | 03/31/2024 | Cetera Advisor Networks LLC | 33,672 | $765 | 12/31/2023 | BSJO | 33,672 | $765 | 12/31/2023 | Kestra Advisory Services LLC | 31,273 | $710 | 12/31/2023 | BSJO | 31,273 | $710 | 12/31/2023 | We Are One Seven LLC | 30,989 | $704 | 12/31/2023 | BSJO | 30,989 | $704 | 12/31/2023 | Equitable Holdings Inc. | 30,585 | $695 | 12/31/2023 | BSJO | 30,585 | $695 | 12/31/2023 | WESPAC Advisors LLC | 30,105 | $684 | 03/31/2024 | BSJO | 30,105 | $684 | 03/31/2024 | Camelot Portfolios LLC | 28,964 | $658 | 12/31/2023 | BSJO | 28,964 | $658 | 12/31/2023 | Renaissance Technologies LLC | 27,700 | $629 | 12/31/2023 | BSJO | 27,700 | $629 | 12/31/2023 | Founders Financial Securities LLC | 27,161 | $617 | 03/31/2024 | BSJO | 27,161 | $617 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 26,844 | $610 | 12/31/2023 | BSJO | 26,844 | $610 | 12/31/2023 | Geneos Wealth Management Inc. | 26,165 | $594 | 12/31/2023 | BSJO | 26,165 | $594 | 12/31/2023 | BCS Wealth Management | 25,788 | $586 | 03/31/2024 | BSJO | 25,788 | $586 | 03/31/2024 | Prime Capital Investment Advisors LLC | 24,704 | $561 | 12/31/2023 | BSJO | 24,704 | $561 | 12/31/2023 | Flaharty Asset Management LLC | 24,015 | $546 | 12/31/2023 | BSJO | 24,015 | $546 | 12/31/2023 | Comerica Bank | 23,817 | $541 | 12/31/2023 | BSJO | 23,817 | $541 | 12/31/2023 | AlphaStar Capital Management LLC | 23,303 | $529 | 12/31/2023 | BSJO | 23,303 | $529 | 12/31/2023 | Leavell Investment Management Inc. | 22,015 | $500 | 03/31/2024 | BSJO | 22,015 | $500 | 03/31/2024 | WealthBridge Capital Management LLC | 21,818 | $496 | 03/31/2024 | BSJO | 21,818 | $496 | 03/31/2024 | Stratos Wealth Partners LTD. | 19,572 | $445 | 03/31/2024 | BSJO | 19,572 | $445 | 03/31/2024 | Citadel Advisors LLC | 19,558 | $444 | 12/31/2023 | BSJO | 19,558 | $444 | 12/31/2023 | Resources Investment Advisors LLC. | 19,312 | $439 | 12/31/2023 | BSJO | 19,312 | $439 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 18,700 | $425 | 03/31/2024 | BSJO | 18,700 | $425 | 03/31/2024 | Patton Albertson Miller Group LLC | 18,640 | $424 | 03/31/2024 | BSJO | 18,640 | $424 | 03/31/2024 | Private Advisory Group LLC | 18,559 | $422 | 12/31/2023 | BSJO | 18,559 | $422 | 12/31/2023 | Wealthstar Advisors LLC | 18,495 | $420 | 03/31/2024 | BSJO | 18,495 | $420 | 03/31/2024 | Quad Cities Investment Group LLC | 17,088 | $388 | 03/31/2024 | BSJO | 17,088 | $388 | 03/31/2024 | Kestra Private Wealth Services LLC | 16,934 | $385 | 12/31/2023 | BSJO | 16,934 | $385 | 12/31/2023 | Stephens Inc. AR | 16,869 | $383 | 12/31/2023 | BSJO | 16,869 | $383 | 12/31/2023 | Voisard Asset Management Group Inc. | 16,661 | $379 | 03/31/2024 | BSJO | 16,661 | $379 | 03/31/2024 | Straight Path Wealth Management | 14,168 | $322 | 03/31/2024 | BSJO | 14,168 | $322 | 03/31/2024 | CoreCap Advisors LLC | 11,738 | $267 | 12/31/2023 | BSJO | 11,738 | $267 | 12/31/2023 | Evanson Asset Management LLC | 11,600 | $264 | 03/31/2024 | BSJO | 11,600 | $264 | 03/31/2024 | Eqis Capital Management Inc. | 11,475 | $261 | 12/31/2023 | BSJO | 11,475 | $261 | 12/31/2023 | National Asset Management Inc. | 10,761 | $244 | 12/31/2023 | BSJO | 10,761 | $244 | 12/31/2023 | Key Financial Inc | 10,640 | $242 | 12/31/2023 | BSJO | 10,640 | $242 | 12/31/2023 | Transcend Wealth Collective LLC | 10,500 | $239 | 12/31/2023 | BSJO | 10,500 | $239 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 10,259 | $233 | 12/31/2023 | BSJO | 10,259 | $233 | 12/31/2023 | Tennessee Valley Asset Management Partners | 9,880 | $225 | 03/31/2024 | BSJO | 9,880 | $225 | 03/31/2024 | TI Trust Inc. | 8,940 | $203 | 03/31/2024 | BSJO | 8,940 | $203 | 03/31/2024 | Shufro Rose & Co. LLC | 9,000 | $202 | 12/31/2023 | BSJO | 9,000 | $202 | 12/31/2023 | Carmel Capital Partners LLC | 8,850 | $201 | 03/31/2024 | BSJO | 8,850 | $201 | 03/31/2024 | Nalls Sherbakoff Group LLC | 7,953 | $181 | 12/31/2023 | BSJO | 7,953 | $181 | 12/31/2023 | Creative Financial Designs Inc. ADV | 5,733 | $130 | 12/31/2023 | BSJO | 5,733 | $130 | 12/31/2023 | Larson Financial Group LLC | 5,550 | $126 | 12/31/2023 | BSJO | 5,550 | $126 | 12/31/2023 | Atwood & Palmer Inc. | 5,250 | $119 | 03/31/2024 | BSJO | 5,250 | $119 | 03/31/2024 | Global Retirement Partners LLC | 4,473 | $102 | 03/31/2024 | BSJO | 4,473 | $102 | 03/31/2024 | Allworth Financial LP | 4,434 | $101 | 03/31/2024 | BSJO | 4,434 | $101 | 03/31/2024 | Anchor Investment Management LLC | 2,400 | $55 | 12/31/2023 | BSJO | 2,400 | $55 | 12/31/2023 | Horizon Financial Services LLC | 2,308 | $52 | 03/31/2024 | BSJO | 2,308 | $52 | 03/31/2024 | Y.D. More Investments Ltd | 1,408 | $32 | 12/31/2023 | BSJO | 1,408 | $32 | 12/31/2023 | Principal Securities Inc. | 1,091 | $25 | 12/31/2023 | BSJO | 1,091 | $25 | 12/31/2023 | RFP Financial Group LLC | 825 | $19 | 12/31/2023 | BSJO | 825 | $19 | 12/31/2023 | AdvisorNet Financial Inc | 622 | $14 | 03/31/2024 | BSJO | 622 | $14 | 03/31/2024 | Tower Research Capital LLC TRC | 601 | $14 | 12/31/2023 | BSJO | 601 | $14 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 589 | $13 | 03/31/2024 | BSJO | 589 | $13 | 03/31/2024 | Hobbs Group Advisors LLC | 496 | $11 | 12/31/2023 | BSJO | 496 | $11 | 12/31/2023 | Private Trust Co. NA | 412 | $9 | 03/31/2024 | BSJO | 412 | $9 | 03/31/2024 | Penserra Capital Management LLC | 325 | $7 | 12/31/2023 | BSJO | 325 | $7 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 312 | $7 | 12/31/2023 | BSJO | 312 | $7 | 12/31/2023 | Aspect Partners LLC | 278 | $6 | 12/31/2023 | BSJO | 278 | $6 | 12/31/2023 | Financial Gravity Asset Management Inc. | 236 | $5 | 12/31/2023 | BSJO | 236 | $5 | 12/31/2023 | Mascoma Wealth Management LLC | 180 | $4 | 12/31/2023 | BSJO | 180 | $4 | 12/31/2023 | Independence Bank of Kentucky | 131 | $3 | 03/31/2024 | BSJO | 131 | $3 | 03/31/2024 | Trust Co. of Vermont | 131 | $3 | 12/31/2023 | BSJO | 131 | $3 | 12/31/2023 | JPMorgan Chase & Co. | 69 | $2 | 12/31/2023 | BSJO | 69 | $2 | 12/31/2023 | BNP Paribas Arbitrage SA | 60 | $1 | 12/31/2023 | BSJO | 60 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | BSJO | 0 | $0 | 12/31/2023 | Missouri Trust & Investment Co | 22 | $0 | 12/31/2023 | BSJO | 22 | $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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