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Institutional Holders of BSJO

There is a long list of 155 institutional holders of BSJO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BSJO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BSJO table below, the initial column indicates the name of each top institutional holder of BSJO, with a link to that fund's top holdings. The next columns indicate the amount of BSJO stock held by each of the institutional holders of BSJO, followed by the BSJO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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 LLC315,455$7,166 12/31/2023
     BSJO315,455$7,166 12/31/2023
Private Advisor Group LLC315,026$7,156 12/31/2023
     BSJO315,026$7,156 12/31/2023
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
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

See All: Funds Holding BSJO
See Details: Top 10 Hedge Funds Holding BSJO
Also See: BSJO Holdings Changes

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