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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.
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 | 315,455 | $7,166 | 12/31/2023 | BSJO | 315,455 | $7,166 | 12/31/2023 | Private Advisor Group LLC | 315,026 | $7,156 | 12/31/2023 | BSJO | 315,026 | $7,156 | 12/31/2023 | 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 | 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 |
See All: Funds Holding BSJO
See Details: Top 10 Hedge Funds Holding BSJO
Also See: BSJO Holdings Changes
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