Booz Allen Hamilton HoldingsBAH

13F holders, Q1 2025 (March 31)
728holders −14
98new positions
114sold out
9famous investors
$104.58avg. 13F price*

At the end of Q1 2025, 728 institutions reported holding Booz Allen Hamilton Holdings (BAH) in their 13F filings, down 14 from Q4 2024. 98 opened new positions and 114 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($968.2M) and T. Rowe Price Associates Inc. ($737.0M). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Booz Allen Hamilton Holdings
CUSIP
099502106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 703Q1 2024Q2 2024: 728Q2 2024Q3 2024: 697Q3 2024Q4 2024: 742Q4 2024Q1 2025: 728Q1 2025Q2 2025: 700Q2 2025Q3 2025: 715Q3 2025Q4 2025: 630Q4 2025Q1 2026: 556Q1 2026Q2 2026: 561Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$292.6M
Exits114$337.9M

All 13F filers, Q4 2024 → Q1 2025: 21,837,016 shares bought and 19,383,407 shares sold, net +2,453,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 728 holders

Vanguard Group Inc. 0.02% Add +1.9% 13,071,741 $1.4B
BlackRock, Inc. 0.02% Reduce -0.7% 9,257,994 $968.2M
T. Rowe Price Associates Inc. 0.09% Reduce -4.0% 7,047,070 $737.0M
Morgan Stanley 0.04% Add +4.4% 5,603,500 $586.0M
First Trust Advisors LP 0.31% Add +20.4% 3,375,972 $353.1M
State Street Corp. 0.01% Reduce -3.4% 3,254,149 $340.3M
JPMorgan Chase & Co. 0.02% Reduce -44.9% 2,488,383 $260.2M
Janus Henderson Group PLC 0.14% Add +37.5% 2,429,078 $255.7M
Geode Capital Management, LLC 0.02% Add +3.0% 2,379,787 $248.4M
Bank of America Corp. 0.02% Add +29.1% 2,003,813 $209.6M
Van Eck Associates Corp. 0.27% Add +109.9% 1,997,534 $208.9M
Black Creek Investment Management Inc. 8.89% Add +86.5% 1,803,825 $188.6M
Bessemer Group Inc. 0.32% Add +15.3% 1,710,181 $178.9M
AQR Capital Management 0.17% Add +288.4% 1,622,132 $168.5M
Qube Research & Technologies Ltd 0.25% Add +145.7% 1,538,421 $160.9M
Norges Bank 0.02% Reduce -2.3% 1,492,618 $156.1M
1832 Asset Management L.P. 0.29% Add +78.7% 1,466,529 $153.4M
Wellington Management Group LLP 0.03% Add +603.1% 1,446,414 $151.3M
Man Group plc 0.46% Add +27.1% 1,433,879 $150.0M
Alliancebernstein L.P. 0.05% Add +36.1% 1,406,873 $147.1M
Dimensional Fund Advisors LP 0.03% Add +1.9% 1,278,086 $133.7M
Millennium Management 0.13% Add +201.3% 1,256,178 $131.4M
Two Sigma Investments, LP 0.28% Add +1861.6% 1,185,801 $124.0M
UBS Group AG 0.03% Reduce -5.9% 1,139,964 $119.2M
Raymond James Financial Inc. 0.04% Reduce -22.1% 1,047,393 $109.5M
TrinityBridge Ltd 2.85% Add +3.9% 949,390 $99.3M
Envestnet Asset Management Inc. 0.03% Add +0.6% 942,546 $98.6M
Captrust Financial Advisors 0.25% Add +3.9% 938,825 $98.2M
Royal Bank of Canada 0.02% Add +67.7% 881,300 $92.2M
Amundi 0.03% Add +68.7% 797,496 $89.1M
Sterling Capital Management LLC 1.36% Add +37.2% 838,073 $87.6M
Bahl & Gaynor LLC 0.45% Add +4.8% 835,176 $87.3M
Edmond DE Rothschild Holding S.A. 1.53% Add +51.3% 829,168 $86.7M
Citadel Advisors 0.08% Add +44.0% 818,824 $85.6M
Charles Schwab Investment Management Inc. 0.02% Add +0.7% 809,830 $84.7M
Lazard Asset Management LLC 0.14% Add +0.8% 780,904 $81.7M
Balyasny Asset Management L.P. 0.21% New 774,273 $81.0M
Argent Capital Management LLC 2.45% Add +5.5% 766,051 $80.1M
Macquarie Group Ltd. 0.10% Add +2.1% 760,200 $79.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -7.9% 752,467 $78.7M
Caisse de depot et placement du Quebec 0.16% Add +3.7% 750,238 $78.5M
Congress Asset Management Co. 0.58% Reduce -11.2% 745,163 $77.9M
Two Sigma Advisers, LP 0.18% Add +23935.5% 745,100 $77.9M
Invesco Ltd. 0.01% Reduce -7.4% 740,625 $77.5M
Worldquant Millennium Advisors LLC 0.48% Add +125.5% 730,491 $76.4M
Northern Trust Corp. 0.01% Add +0.4% 709,864 $74.2M
Goldman Sachs Group Inc. 0.01% Reduce -33.6% 684,624 $71.6M
D'Orazio & Associates, Inc. 10.55% Reduce -9.5% 661,655 $69.2M
Rathbones Group PLC 0.31% Add +10.7% 605,692 $63.3M
Bank of New York Mellon Corp 0.01% Reduce -8.0% 592,375 $62.0M
Bartlett & Co. Wealth Management LLC 0.90% Add +8.2% 583,987 $61.1M
California Public Employees Retirement System 0.04% Reduce -3.1% 569,253 $59.5M
Pacer Advisors, Inc. 0.15% New 565,580 $59.1M
Aviva PLC 0.14% Reduce -12.6% 560,535 $58.6M
Allspring Global Investments Holdings, LLC 0.10% Add +2108.5% 545,017 $58.5M
Legal & General Group Plc 0.02% Add +9.3% 554,356 $58.0M
DF Dent & Co. Inc. 0.72% Add +8110.6% 512,095 $53.6M
Voloridge Investment Management, LLC 0.20% Add +780.6% 508,319 $53.2M
Federated Hermes, Inc. 0.10% Add +40.4% 461,957 $48.3M
Renaissance Technologies 0.07% Reduce -25.8% 450,194 $47.1M
FMR LLC 0.00% Add +38.2% 442,903 $46.3M
BNP Paribas Financial Markets 0.04% Add +9.8% 442,559 $46.3M
Deutsche Bank AG 0.02% Reduce -7.0% 432,977 $45.3M
Truist Financial Corp. 0.07% Add +22.9% 418,124 $43.7M
GFI Investment Counsel Ltd. 4.71% Add +22.7% 387,611 $40.5M
GW&K Investment Management, LLC 0.37% Reduce -16.4% 385,976 $40.4M
Vaughan David Investments LLC 0.93% Reduce -4.7% 381,710 $39.9M
Ameriprise Financial Inc. 0.01% Reduce -91.8% 363,407 $38.1M
Swiss National Bank 0.03% Reduce -1.2% 360,400 $37.7M
Lord, Abbett & Co. LLC 0.14% Reduce -13.4% 358,512 $37.5M
Copeland Capital Management, LLC 0.73% Add +57.9% 347,650 $36.4M
Voya Investment Management LLC 0.05% Reduce -42.6% 341,946 $35.8M
Waters Parkerson & Co., LLC 1.80% Add +2.4% 322,910 $33.8M
Jain Global LLC 0.69% New 319,701 $33.4M
Baron Capital (BAMCO) 0.10% Reduce -7.6% 311,265 $32.6M
Jump Financial, LLC 0.46% Add +107.8% 285,218 $29.8M
Wells Fargo & Company 0.01% Reduce -13.3% 280,680 $29.4M
Susquehanna International Group, LLP 0.05% Add +106.0% 278,852 $29.2M
Jane Street Group, LLC 0.05% Add +414.6% 275,196 $28.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.9% 269,569 $28.2M
TD Asset Management Inc 0.03% Reduce -4.3% 262,228 $27.4M
Russell Investments Group, Ltd. 0.03% Add +10.8% 238,105 $24.9M
Renaissance Group LLC 1.09% Add +28.4% 236,196 $24.7M
Alta Capital Management LLC/ 1.53% Add +10.2% 225,636 $23.6M
Railway Pension Investments Ltd 0.33% Reduce -40.4% 220,500 $23.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +137.8% 213,505 $22.3M
Blair William & Co. 0.07% Reduce -58.6% 212,336 $22.2M
Vident Advisory, LLC 0.32% Add +134.5% 207,988 $21.8M
Nuveen, LLC 0.01% — 204,805 $21.6M
Danske Bank A/S 0.07% Add +144.2% 206,336 $21.6M
California State Teachers Retirement System 0.03% Reduce -0.3% 202,619 $21.2M
Bridgewater Associates 0.10% Add +192.1% 202,381 $21.2M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -85.0% 201,826 $21.2M
Squarepoint Ops LLC 0.05% Add +1.6% 190,079 $19.9M
Andra AP-fonden 0.32% Add +15.0% 184,600 $19.3M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +6.4% 184,286 $19.3M
Acadian Asset Management LLC 0.05% Reduce -83.1% 177,378 $18.5M
Rhumbline Advisers 0.02% Reduce -2.3% 171,506 $17.9M
FIL Ltd 0.02% Add +8.5% 166,444 $17.4M
Neuberger Berman Group LLC 0.01% Add +1266.0% 156,822 $16.4M
Sei Investments Co. 0.02% Reduce -1.8% 153,367 $16.0M
HSBC Holdings PLC 0.01% Add +2.8% 148,896 $15.6M
Victory Capital Management Inc. 0.02% Reduce -14.9% 146,924 $15.4M
Los Angeles Capital Management LLC 0.07% Reduce -40.4% 145,452 $15.2M
KBC Group NV 0.05% Reduce -24.3% 143,814 $15.0M
American Century Companies Inc. 0.01% Add +48.5% 139,243 $14.6M
Tudor Investment Corporation 0.13% New 135,699 $14.2M
Intech Investment Management LLC 0.15% Reduce -5.0% 134,773 $14.1M
KLP Kapitalforvaltning As 0.07% Add +1.2% 133,200 $13.9M
DekaBank Deutsche Girozentrale 0.03% Reduce -16.6% 135,609 $13.9M
Twinbeech Capital LP 0.25% Add +33.8% 129,753 $13.6M
Vinva Investment Management Ltd 0.54% Reduce -3.0% 127,564 $13.5M
Engineers Gate Manager LP 0.23% Reduce -7.1% 127,883 $13.4M
Robeco Institutional Asset Management B.V. 0.03% Reduce -14.1% 126,092 $13.2M
Franklin Resources Inc. 0.00% Add +14.2% 125,527 $13.1M
Bridges Investment Management Inc. 0.19% Add +4.8% 123,257 $12.9M
State Board of Administration of Florida Retirement System 0.03% No change 122,754 $12.8M
STRS Ohio 0.05% Add +8.9% 122,500 $12.8M
Trexquant Investment LP 0.15% Add +14.3% 122,177 $12.8M
Pinebridge Investments, L.P. 0.10% Add +88.9% 121,306 $12.7M
Penserra Capital Management LLC 0.23% Reduce -78.1% 121,144 $12.7M
Aquatic Capital Management LLC 0.31% Add +26.2% 116,435 $12.2M
Allianz Asset Management GmbH 0.02% Add +295.0% 116,190 $12.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +1.1% 113,084 $11.8M
LPL Financial LLC 0.00% Add +0.8% 108,551 $11.4M
Korea Investment CORP 0.03% Reduce -35.0% 108,217 $11.3M
Barclays PLC 0.01% Reduce -26.9% 107,543 $11.2M
Hantz Financial Services, Inc. 0.20% Reduce -3.5% 106,127 $11.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -5.7% 105,151 $11.0M
Canada Pension Plan Investment Board 0.01% Add +40.9% 105,000 $11.0M
Farmers & Merchants Investments Inc. 0.35% Add +68.4% 104,597 $10.9M
PNC Financial Services Group, Inc. 0.01% Reduce -11.6% 104,548 $10.9M
Empowered Funds, LLC 0.15% Add +387.9% 103,472 $10.8M
Brevan Howard Capital Management LP 0.30% Add +127.5% 101,829 $10.6M
Edgestream Partners, L.P. 0.36% Add +1819.0% 100,920 $10.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +9.4% 100,583 $10.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +9.4% 99,664 $10.4M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +112.9% 98,987 $10.4M
Mariner, LLC 0.02% Reduce -20.3% 98,830 $10.3M
Azimuth Capital Investment Management LLC 0.41% Reduce -30.5% 98,012 $10.3M
Financial Counselors Inc. 0.15% Reduce -3.8% 96,687 $10.1M
DAVENPORT & Co LLC 0.06% Add +89.4% 94,334 $9.9M
Ako Capital LLP 0.13% Add +1.1% 93,472 $9.8M
Isthmus Partners, LLC 1.22% Add +1.7% 93,320 $9.8M
APG Asset Management N.V. 0.03% Reduce -8.0% 98,004 $9.5M
Pictet Asset Management Holding SA 0.01% Add +66.8% 88,146 $9.2M
Capital Fund Management S.A. 0.12% Add +45.8% 87,990 $9.2M
CW Advisors, LLC 0.11% Reduce -14.3% 87,585 $9.2M
Citigroup Inc. 0.01% Add +34.7% 86,931 $9.1M
D. E. Shaw & Co. 0.01% New 86,253 $9.0M
Rheos Capital Works Inc. 0.72% New 85,000 $8.9M
US Bancorp \de 0.01% Reduce -18.0% 83,639 $8.7M
New York State Common Retirement Fund 0.01% Reduce -3.0% 83,191 $8.7M
Verition Fund Management LLC 0.05% Add +192.8% 82,794 $8.7M
Crawford Fund Management, LLC 5.28% New 76,598 $8.0M
Illinois Municipal Retirement Fund 0.11% Reduce -3.2% 72,972 $7.6M
State of Wisconsin Investment Board 0.02% Add +1.8% 72,243 $7.6M
Ieq Capital, LLC 0.06% Add +288.2% 71,898 $7.5M
Leith Wheeler Investment Counsel Ltd. 0.52% New 71,054 $7.4M
CANADA LIFE ASSURANCE Co 0.01% Add +16.6% 70,747 $7.4M
Natixis Advisors, LLC 0.01% Reduce -39.9% 70,078 $7.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +16.1% 69,377 $7.3M
Stifel Financial Corp. 0.01% Reduce -5.4% 68,208 $7.1M
Qsemble Capital Management, LP 0.73% Add +155.1% 66,081 $6.9M
Hilton Capital Management, LLC 0.59% Reduce -28.8% 65,897 $6.9M
Dark Forest Capital Management LP 0.31% Add +318.7% 63,870 $6.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -30.2% 63,504 $6.6M
HRT Financial LP 0.04% Add +92.3% 62,853 $6.6M
Ensign Peak Advisors, Inc 0.01% Reduce -27.9% 60,953 $6.4M
Primecap Management Co. 0.01% New 60,000 $6.3M
Calamos Advisors LLC 0.04% New 58,500 $6.1M
Journey Advisory Group, LLC 0.50% Add +9.9% 58,066 $6.1M
Treasurer of the State of North Carolina 0.02% Add +4.1% 57,704 $6.0M
Sit Investment Associates Inc. 0.13% Reduce -25.6% 55,015 $5.8M
Rench Wealth Management, Inc. 1.97% Add +3.5% 54,427 $5.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +1.3% 54,328 $5.7M
Nicholas Company, Inc. 0.10% New 54,017 $5.6M
Asset Management One Co., Ltd. 0.02% Add +10.2% 52,889 $5.5M
Focus Partners Wealth 0.01% Add +20.1% 52,240 $5.5M
Westbourne Investment Advisors, Inc. 1.89% Add +3.9% 50,982 $5.3M
Fifth Third Bancorp 0.02% Add +22.2% 50,429 $5.3M
Capital World Investors 0.00% Reduce -85.6% 50,285 $5.3M
AXA S.A. 0.02% Add +27.6% 48,593 $5.1M
Teacher Retirement System of Texas 0.02% Reduce -89.0% 47,599 $5.0M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -7.3% 47,200 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +21.9% 46,929 $4.9M
Resona Asset Management Co.,Ltd. 0.03% Add +4.2% 45,332 $4.7M
Impax Asset Management Group plc 0.03% Reduce -2.4% 44,506 $4.7M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -25.0% 44,490 $4.7M
Y-Intercept (Hong Kong) Ltd 0.31% Add +9.7% 43,874 $4.6M
State of New Jersey Common Pension Fund D 0.02% Reduce -8.1% 43,267 $4.5M
Northwest Bancshares, Inc. 0.82% Add +3.4% 42,686 $4.5M
Credit Agricole S A 0.02% Reduce -48.0% 42,183 $4.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -4.2% 41,394 $4.3M
Gotham Asset Management 0.04% Add +9.8% 41,133 $4.3M
Game Creek Capital, LP 2.66% Add +89.0% 40,625 $4.2M
Prescott Group Capital Management, L.L.C. 0.61% No change 40,289 $4.2M
Quantinno Capital Management LP 0.03% Add +269.0% 39,626 $4.1M
Mediolanum International Funds Ltd 0.06% Add +42.5% 39,341 $4.1M
Townsquare Capital LLC 0.04% Reduce -0.0% 39,524 $4.1M
Corient Private Wealth LP 0.01% Reduce -22.3% 39,513 $4.1M
Public Employees Retirement System of Ohio 0.01% Reduce -10.4% 38,830 $4.1M
Alberta Investment Management Corp 0.03% Add +27.9% 37,600 $3.9M
FORA Capital, LLC 0.40% New 37,585 $3.9M
O'shaughnessy Asset Management, LLC 0.03% Reduce -13.9% 37,439 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -49.2% 37,373 $3.9M
Roundview Capital LLC 0.28% Add +3.9% 37,159 $3.9M
Arizona State Retirement System 0.02% Reduce -1.5% 36,950 $3.9M
Jensen Investment Management Inc. 0.04% Reduce -22.3% 36,880 $3.9M
Vestcor Inc 0.13% Reduce -38.6% 36,484 $3.8M
Sandy Spring Bank 0.16% Add +1.6% 35,757 $3.7M
Forte Capital LLC 0.44% Add +20.6% 35,461 $3.7M
Cerity Partners LLC 0.01% Reduce -5.0% 35,033 $3.7M
Cetera Investment Advisers 0.01% Add +61.4% 34,282 $3.6M
Schroder Investment Management Group 0.00% Add +2578.0% 113,897 $3.4M
Cabot Wealth Management Inc. 0.43% Add +7.2% 32,622 $3.4M
Forsta Ap-Fonden 0.03% Add +16.9% 32,500 $3.4M
Swiss Life Asset Management Ltd 0.02% Add +51.8% 31,488 $3.3M
Entropy Technologies, LP 0.31% Add +216.8% 30,841 $3.2M
Wakefield Asset Management LLLP 0.97% Add +43.2% 30,713 $3.2M
Morton Community Bank 0.84% Add +0.7% 30,625 $3.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.25% Reduce -0.6% 30,410 $3.2M
Magnetar Financial LLC 0.05% Reduce -17.8% 30,269 $3.2M
Scotia Capital Inc. 0.02% Add +104.2% 30,193 $3.2M
Baird Financial Group, Inc. 0.01% Add +39.7% 29,672 $3.1M
Quadrature Capital Ltd 0.07% Reduce -19.6% 29,591 $3.1M
Hedeker Wealth, LLC 0.83% Reduce -10.5% 29,490 $3.1M
Quantitative Investment Management, LLC 0.28% New 29,430 $3.1M
Henshaw Capital LLC 0.14% No change 29,406 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -55.1% 28,728 $3.0M
Bank of Montreal 0.00% Add +14.5% 28,707 $3.0M
Anchor Capital Advisors LLC 0.09% Reduce -85.3% 28,582 $3.0M
Insight Wealth Strategies, LLC 0.40% Add +5.8% 28,470 $3.0M
Advisors Asset Management, Inc. 0.06% Reduce -19.7% 28,052 $2.9M
HighTower Advisors, LLC 0.00% Reduce -51.8% 27,850 $2.9M
Principal Financial Group Inc. 0.00% Reduce -7.9% 27,435 $2.9M
DNB Asset Management AS 0.01% Add +3.4% 26,966 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +22.9% 26,167 $2.7M
Daiwa Securities Group Inc. 0.01% Add +25.3% 25,794 $2.7M
Zacks Investment Management 0.03% Reduce -0.0% 25,740 $2.7M
Elo Mutual Pension Insurance Co 0.06% Add +75.2% 25,468 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +1.9% 24,890 $2.6M
National Bank of Canada 0.00% Add +22.4% 24,816 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -1.2% 24,435 $2.6M
WCM Investment Management, LLC 0.01% Reduce -99.1% 24,195 $2.5M
Navellier & Associates Inc. 0.35% Reduce -10.2% 21,358 $2.5M
Elevation Point Wealth Partners, LLC 0.22% Add +17.4% 24,225 $2.5M
Xponance LLC 0.02% Reduce -1.6% 24,049 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -2.3% 23,968 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +10.7% 23,679 $2.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.32% No change 22,304 $2.3M
Eisler Capital Management Ltd. 0.07% New 22,169 $2.3M
Tilia Fiduciary Partners, Inc. 1.54% Add +5.3% 22,120 $2.3M
Sumitomo Life Insurance Co. 0.08% Reduce -1.0% 21,978 $2.3M
Verdence Capital Advisors LLC 0.17% Add +30.5% 21,631 $2.3M
Landscape Capital Management, L.L.C. 0.20% Add +202.9% 21,462 $2.2M
First Manhattan Co. Llc. 0.01% New 21,366 $2.2M
PEAK6 LLC 0.09% Add +74.6% 21,300 $2.2M
Investment Management Corp of Ontario 0.04% Add +479.4% 21,092 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.1% 21,052 $2.2M
Orion Portfolio Solutions, LLC 0.02% Reduce -7.1% 21,052 $2.2M
Cwm, LLC 0.01% Add +198.5% 21,043 $2.2M
Utah Retirement Systems 0.03% No change 20,941 $2.2M
Thrivent Financial for Lutherans 0.00% No change 11,940 $2.2M
Bailard, Inc. 0.06% Reduce -0.8% 20,739 $2.2M
Nicholas Investment Partners, LP 0.25% Reduce -4.2% 20,698 $2.2M
Campbell & CO Investment Adviser LLC 0.17% Add +151.9% 20,695 $2.2M
YHB Investment Advisors, Inc. 0.18% Reduce -3.4% 20,635 $2.2M
Benjamin Edwards Inc. 0.03% Reduce -11.8% 20,584 $2.2M
Security National Bank of Sioux City Iowa 1.54% Add +1.0% 20,287 $2.1M
Parallel Advisors, LLC 0.05% Reduce -1.2% 19,936 $2.1M
Hennessy Advisors Inc. 0.07% New 19,700 $2.1M
XTX Topco Ltd 0.10% Add +348.1% 19,365 $2.0M
Toronto Dominion Bank 0.01% Add +10.4% 19,195 $2.0M
GAM Holding AG 0.15% Reduce -51.7% 18,794 $2.0M
Tidal Investments LLC 0.02% Add +1.9% 18,579 $1.9M
Police & Firemen's Retirement System of New Jersey 0.02% No change 18,503 $1.9M
Virtu Financial LLC 0.10% Reduce -17.9% 18,347 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -19.1% 18,114 $1.9M
HB Wealth Management, LLC 0.02% Add +630.6% 18,046 $1.9M
Security National Bank of So Dak 1.07% Add +1.5% 18,024 $1.9M
Centiva Capital, LP 0.11% Reduce -51.1% 17,782 $1.9M
Investment House LLC 0.10% New 17,285 $1.8M
Algert Global LLC 0.04% Reduce -44.5% 17,128 $1.8M
Optimize Financial Inc. 0.66% New 16,862 $1.8M
Gateway Investment Advisers LLC 0.02% Add +2.5% 16,859 $1.8M
Harbor Capital Advisors, Inc. 0.08% Add +20.3% 16,843 $1.8M
MML Investors Services, LLC 0.01% Reduce -44.6% 16,785 $1.8M
Marshall Wace, LLP 0.00% New 16,522 $1.7M
Compagnie Lombard Odier SCmA 0.02% New 16,113 $1.7M
Quantbot Technologies LP 0.05% Reduce -60.0% 15,922 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +0.1% 15,768 $1.6M
Crossmark Global Holdings, Inc. 0.03% Reduce -51.2% 15,501 $1.6M
Ilex Capital Partners (UK) LLP 0.07% New 15,285 $1.6M
BDF-Gestion 0.17% No change 15,185 $1.6M
Capital Investment Advisors, LLC 0.03% Add +16.7% 15,111 $1.6M
Horizon Kinetics Asset Management LLC 0.02% Add +5.5% 14,702 $1.5M
Generali Asset Management SPA SGR 0.04% New 14,558 $1.5M
Cumberland Partners Ltd 0.12% Reduce -85.4% 14,515 $1.5M
Osaic Holdings, Inc. 0.00% Add +31.8% 14,420 $1.5M
National Pension Service 0.00% Reduce -92.7% 14,350 $1.5M
Aster Capital Management (DIFC) Ltd 0.28% New 14,149 $1.5M
OP Asset Management Ltd 0.02% — 14,113 $1.5M
IFM Investors Pty Ltd 0.02% Reduce -4.7% 13,861 $1.4M
Semanteon Capital Management, LP 0.78% Add +424.5% 13,757 $1.4M
Atria Investments, Inc 0.02% Reduce -27.2% 13,739 $1.4M
SG Americas Securities, LLC 0.00% Add +1423.0% 13,616 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +32.6% 13,593 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -19.3% 13,485 $1.4M
Goelzer Investment Management, Inc. 0.08% Add +0.1% 13,475 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -16.9% 13,094 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 13,078 $1.4M
Knoll Capital Management, LLC 0.88% No change 13,000 $1.4M
Zurich Insurance Group Ltd 0.01% New 12,900 $1.3M
Sepio Capital, LP 0.10% Add +11.3% 12,398 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -53.7% 12,388 $1.3M
Prudential Financial Inc. 0.00% Add +19.4% 8,731 $1.3M
NewEdge Advisors, LLC 0.01% Add +365.0% 11,750 $1.2M
New York State Teachers Retirement System 0.00% Reduce -1.5% 11,634 $1.2M
X-Square Capital, LLC 0.52% Add +6.6% 11,610 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.2% 11,389 $1.2M
OLIO Financial Planning 0.41% No change 11,334 $1.2M
Y.D. More Investments Ltd 0.10% Add +0.1% 10,545 $1.2M
M&T Bank Corp 0.00% Add +9.3% 11,114 $1.2M
Aureus Asset Management, LLC 0.08% Reduce -93.4% 11,040 $1.2M
Mackenzie Financial Corp. 0.00% Reduce -75.3% 11,030 $1.2M
Leonteq Securities AG 0.09% Add +576.6% 10,988 $1.1M
Comerica Bank 0.00% Reduce -81.8% 10,806 $1.1M
Fieldview Capital Management, LLC 0.16% New 10,775 $1.1M
Fox Run Management, L.L.C. 0.17% Reduce -25.6% 10,517 $1.1M
Creative Planning 0.00% Add +37.5% 10,493 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +8.6% 10,432 $1.1M
Keybank National Association 0.00% Add +4.3% 10,274 $1.1M
Group One Trading LLC 0.04% Add +79.8% 10,239 $1.1M
Numerai GP LLC 0.20% New 10,202 $1.1M
Zions Bancorporation, National Association 0.07% — 10,128 $1.1M
Oak Thistle LLC 0.21% New 10,108 $1.1M
Park Avenue Securities LLC 0.01% Reduce -22.5% 10,112 $1.1M
Plato Investment Management Ltd 0.09% Add +62.6% 9,980 $1.1M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -63.2% 10,000 $1.0M
Cannon Global Investment Management, LLC 2.88% New 10,000 $1.0M
Knollwood Investment Advisory, LLC 0.12% No change 10,000 $1.0M
Graham Capital Management, L.P. 0.05% Add +99.6% 9,975 $1.0M
Geneos Wealth Management Inc. 0.03% Add +44.0% 9,809 $1.0M
Atria Wealth Solutions, Inc. 0.01% Add +127.1% 9,675 $1.0M
Amalgamated Bank 0.01% Add +1.3% 9,414 $985K
Salem Investment Counselors Inc. 0.03% Reduce -1.6% 9,400 $983K
Kestra Advisory Services, LLC 0.00% Reduce -3.4% 9,179 $960K
Scientech Research LLC 0.25% Add +90.2% 9,177 $960K
Pathstone Holdings, LLC 0.00% Add +21.0% 9,164 $958K
Twelve Points Wealth Management LLC 0.26% Add +16.9% 9,144 $956K
NorthCrest Asset Manangement, LLC 0.03% New 9,083 $950K
Diversified Trust Co. 0.02% Add +14.7% 9,043 $946K
Manning & Napier Advisors LLC 0.01% New 8,949 $936K
Ifrah Financial Services, Inc. 0.26% Reduce -4.6% 8,802 $921K
Ontario Teachers Pension Plan Board 0.01% Reduce -12.9% 8,755 $916K
Kentucky Retirement Systems 0.03% New 8,608 $900K
Versor Investments LP 0.15% Add +18.3% 8,569 $896K
Ossiam 0.01% Add +2.2% 8,451 $884K
Weik Capital Management 0.35% Add +32.4% 8,319 $870K
Pensionfund Sabic 0.26% No change 8,300 $868K
Guggenheim Capital LLC 0.01% Add +19.1% 8,285 $866K
111 Capital 0.17% New 8,226 $860K
Northwest Financial Advisors 0.71% Reduce -9.6% 8,201 $858K
Fiduciary Trust Co 0.01% New 8,126 $850K
Shell Asset Management Co. 0.04% Reduce -3.8% 8,068 $844K
Walleye Capital LLC 0.01% Add +934.5% 8,069 $844K
Kingsview Wealth Management, LLC 0.02% Add +0.2% 8,068 $844K
Merit Financial Group, LLC 0.01% New 8,023 $839K
LRT Capital Management, LLC 0.57% Reduce -21.2% 7,944 $831K
Sig Brokerage, LP 0.24% New 7,831 $819K
Nebula Research & Development LLC 0.08% New 7,788 $814K
MetLife Investment Management, LLC 0.00% Reduce -0.2% 7,755 $811K
Candriam S.C.A. 0.01% Reduce -27.0% 7,746 $810K
Bryce Point Capital, LLC 0.60% Reduce -50.1% 7,465 $797K
MWA Asset Management 0.52% New 7,202 $753K
Integrated Wealth Concepts LLC 0.01% Add +358.9% 7,140 $747K
Gulf International Bank (UK) Ltd 0.02% Reduce -32.7% 6,897 $721K
Prospera Financial Services Inc 0.02% Add +104.3% 6,811 $713K
Catalyst Funds Management Pty Ltd 0.18% Add +103.0% 6,700 $701K
Brown Advisory Inc. 0.00% Reduce -47.4% 6,606 $691K
Royal London Asset Management Ltd. 0.00% New 6,553 $685K
Ostrum Asset Management 0.04% Reduce -53.7% 6,510 $681K
Manufacturers Life Insurance Company, The 0.00% Add +1.8% 6,492 $679K
Focus Partners Advisor Solutions, LLC 0.01% New 6,476 $677K
Norden Group LLC 0.08% Reduce -11.0% 6,416 $671K
Bank Ozk 0.28% Reduce -3.4% 6,381 $667K
NewEdge Wealth, LLC 0.01% Reduce -17.7% 6,369 $666K
Sequoia Financial Advisors, LLC 0.01% Add +199.0% 6,362 $665K
Resonant Capital Advisors, LLC 0.05% Add +2.6% 6,317 $661K
Foster & Motley Inc. 0.04% Reduce -1.8% 6,286 $657K
Steward Partners Investment Advisory, LLC 0.01% Add +24.2% 6,246 $653K
Strategic Global Advisors, LLC 0.13% Add +87.0% 6,232 $652K
E. Ohman J:or Asset Management AB 0.02% No change 6,150 $643K
Commerce Bank 0.00% Add +48.6% 6,125 $641K
Mercer Global Advisors Inc. 0.00% Add +81.4% 6,114 $639K
CCM Investment Group, LLC 0.07% New 6,061 $638K
Vestmark Advisory Solutions, Inc. 0.02% Add +41.5% 6,008 $628K
Petrus Trust Company, LTA 0.06% Reduce -17.1% 5,965 $624K
Gsa Capital Partners LLP 0.06% New 5,900 $617K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 5,894 $616K
S&co Inc. 0.04% No change 5,890 $615K
Tower Research Capital LLC (TRC) 0.02% Add +4.7% 5,861 $613K
Cibc World Markets Corp. 0.00% Reduce -0.6% 5,814 $608K
Northwestern Mutual Wealth Management Co. 0.00% Add +54.8% 5,757 $602K
Advisory Services Network, LLC 0.01% Reduce -6.4% 5,650 $591K
CIBC Asset Management Inc 0.00% Add +5.5% 5,611 $587K
Regions Financial Corp. 0.00% Reduce -8.8% 5,606 $586K
Viawealth, LLC 0.36% Reduce -10.8% 5,557 $581K
Federation des caisses Desjardins du Quebec 0.00% Add +42.4% 5,553 $581K
Novem Group 0.08% New 5,548 $580K
Bridgefront Capital, LLC 0.16% Add +76.7% 5,456 $571K
Insight Advisors, LLC/ PA 0.10% Add +0.3% 5,437 $569K
Ethic Inc. 0.01% Reduce -2.2% 5,245 $563K
Neo Ivy Capital Management 0.18% New 5,348 $559K
Sowell Financial Services LLC 0.03% New 5,329 $557K
Pallas Capital Advisors LLC 0.02% New 5,253 $549K
D.A. Davidson & Co. 0.00% Reduce -70.3% 5,148 $538K
Allstate Corp. 0.02% Add +38.1% 5,144 $538K
Davis Investment Partners, LLC 0.24% New 4,757 $533K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.1% 5,092 $533K
denkapparat Operations GmbH 0.55% Add +69.2% 5,012 $524K
AE Wealth Management LLC 0.00% Reduce -13.1% 5,011 $524K
ELCO Management Co., LLC 0.29% No change 5,000 $523K
DRW Securities, LLC 0.04% New 5,000 $523K
Valley Wealth Managers, Inc. 0.04% Add +29.4% 4,904 $513K
Arax Advisory Partners 0.03% Add +1938.5% 4,872 $510K
Wallace Advisory Group, LLC 0.34% Add +13.3% 3,815 $491K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.0% 4,667 $488K
Boothbay Fund Management, LLC 0.02% Add +101.4% 4,634 $485K
Avantax Advisory Services, Inc. 0.00% Reduce -40.8% 4,574 $478K
Intrust Bank NA 0.05% Add +2.5% 4,544 $475K
CIBC Private Wealth Group LLC 0.00% Reduce -6.0% 4,454 $475K
SPC Financial, Inc. 0.04% New 4,542 $475K
Bank of Nova Scotia 0.00% Reduce -92.2% 4,518 $472K
Delta Investment Management, LLC 0.10% Add +0.8% 4,501 $471K
Caprock Group, LLC 0.01% Add +15.2% 4,495 $470K
Equitable Trust Co. 0.03% Reduce -43.2% 4,443 $465K
Private Advisor Group, LLC 0.00% Add +7.0% 4,388 $459K
AdvisorShares Investments LLC 0.09% New 4,250 $456K
Impact Partnership Wealth, LLC 0.10% New 4,333 $453K
&partners 0.00% Reduce -3.2% 4,400 $452K
Caxton Associates LLP 0.02% — 4,312 $451K
CI Investments Inc. 0.00% Reduce -91.0% 4,276 $447K
QRG Capital Management, Inc. 0.00% Add +8.8% 4,259 $445K
Polymer Capital Management (US) LLC 0.13% New 4,206 $440K
Occudo Quantitative Strategies LP 0.06% New 4,155 $437K
MQS Management LLC 0.25% New 4,165 $436K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 4,160 $435K
KPP Advisory Services LLC 0.08% Add +61.6% 4,152 $434K
Quadcap Wealth Management, LLC 0.06% Add +0.7% 4,136 $432K
Aberdeen Group plc 0.00% Reduce -3.8% 4,088 $428K
Fulton Bank, N.A. 0.02% Reduce -40.5% 4,056 $424K
Cary Street Partners Financial LLC 0.01% Reduce -80.3% 4,035 $422K
Petra Financial Advisors Inc. 0.35% Reduce -17.8% 4,028 $421K
Aptus Capital Advisors, LLC 0.00% Add +14.4% 4,005 $419K
Allworth Financial LP 0.00% Reduce -1.2% 3,503 $418K
State of Alaska, Department of Revenue 0.00% No change 4,000 $418K
First Command Advisory Services, Inc. 0.00% Add +368.4% 3,981 $416K
Choreo, LLC 0.01% Reduce -28.8% 3,877 $405K
Peapack Gladstone Financial Corp. 0.01% Reduce -34.5% 3,815 $399K
Fortune Financial Advisors, LLC 0.34% Add +8.8% 3,814 $399K
Ritholtz Wealth Management 0.01% Reduce -15.8% 3,806 $398K
HighPoint Advisor Group LLC 0.02% Reduce -16.8% 3,326 $397K
OneDigital Investment Advisors LLC 0.00% Reduce -43.0% 3,781 $395K
Sherbrooke Park Advisers LLC 0.18% Reduce -45.5% 3,713 $388K
Kaufman Rossin Wealth, LLC 0.27% New 3,673 $384K
Kentucky Retirement Systems Insurance Trust Fund 0.03% New 3,666 $383K
Ipsen Advisor Group LLC 0.33% Add +8.5% 3,634 $380K
Blue Trust, Inc. 0.00% Add +76.6% 3,633 $380K
Procyon Advisors, LLC 0.02% Reduce -12.9% 3,630 $380K
World Investment Advisors 0.01% Reduce -40.4% 3,581 $375K
EntryPoint Capital, LLC 0.17% Reduce -15.8% 3,551 $371K
Rakuten Investment Management, Inc. 0.00% — 3,526 $371K
Clearstead Advisors, LLC 0.01% Add +17.6% 3,530 $369K
Aigen Investment Management, LP 0.06% New 3,484 $364K
Belpointe Asset Management LLC 0.02% Add +1.5% 3,455 $361K
Epoch Investment Partners, Inc. 0.00% No change 3,454 $361K
Hunting Hill Global Capital, LLC 0.45% No change 3,402 $356K
Somerset Trust Co 0.13% Reduce -2.9% 3,400 $356K
Coldstream Capital Management Inc. 0.01% Reduce -80.8% 3,388 $354K
Qtron Investments LLC 0.05% Reduce -24.5% 3,387 $354K
Lewis Asset Management, LLC 0.29% New 3,367 $352K
Bayforest Capital Ltd 0.15% Reduce -9.7% 3,319 $347K
Brighton Securities Corp. 0.17% Add +12.6% 3,310 $346K
Metis Global Partners, LLC 0.01% Add +20.8% 3,202 $335K
Cadent Capital Advisors, LLC 0.13% Add +5.0% 3,195 $334K
Applied Finance Capital Management, LLC 0.02% Add +1.5% 3,182 $333K
Trajan Wealth LLC 0.02% Add +88.8% 3,170 $332K
CHICAGO TRUST Co NA 0.06% Add +66.1% 3,142 $329K
Alps Advisors Inc. 0.00% New 3,120 $326K
Cresset Asset Management, LLC 0.00% Reduce -41.7% 3,066 $321K
Portside Wealth Group, LLC 0.05% Add +0.3% 3,061 $320K
Cynosure Group, LLC 0.04% Add +33.8% 2,977 $311K
Guardian Wealth Advisors, LLC / NC 0.02% Add +3.1% 2,959 $309K
Signaturefd, LLC 0.01% Add +69.3% 2,948 $308K
Sivia Capital Partners, LLC 0.14% New 2,901 $303K
Ade, LLC 0.17% Reduce -49.1% 2,887 $302K
IHT Wealth Management, LLC 0.01% Reduce -3.5% 2,853 $298K
Moore Capital Management, LP 0.01% New 2,824 $295K
Wesbanco Bank Inc. 0.01% Reduce -3.2% 2,817 $295K
Agf Management Ltd. 0.00% Add +1.0% 2,806 $293K
Cibc World Market Inc. 0.00% New 2,793 $292K
Farringdon Capital, Ltd. 0.14% New 2,741 $287K
Personal Cfo Solutions, LLC 0.06% Add +3.5% 2,739 $286K
Jefferies Financial Group Inc. 0.01% New 2,700 $282K
Members Trust Co 0.01% Reduce -38.0% 2,680 $280K
Enterprise Financial Services Corp 0.16% Reduce -1.7% 2,657 $278K
Private Capital Advisors, Inc. 0.03% New 2,620 $274K
Ascent Group, LLC 0.01% Reduce -51.9% 2,619 $274K
B. Metzler seel. Sohn & Co. AG 0.00% New 2,610 $273K
Principal Securities, Inc. 0.01% No change 2,112 $272K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.4% 2,593 $271K
Aviso Financial Inc. 0.01% Reduce -6.5% 2,569 $269K
B. Riley Wealth Advisors, Inc. 0.01% New 2,556 $267K
Colonial Trust Co / SC 0.04% Reduce -11.7% 2,515 $263K
Dynamic Technology Lab Private Ltd 0.04% Reduce -84.1% 2,510 $263K
Grant Private Wealth Management Inc 0.28% Reduce -3.9% 2,500 $261K
UniSuper Management Pty Ltd 0.00% No change 2,500 $261K
QSV Equity Investors LLC 0.27% Reduce -29.9% 2,479 $259K
Acropolis Investment Management, LLC 0.02% Reduce -3.1% 2,465 $258K
Kestra Private Wealth Services, LLC 0.00% New 2,452 $256K
Alliance Wealth Advisors, LLC 0.07% Reduce -6.3% 2,438 $255K
Yarbrough Capital, LLC 0.01% No change 2,410 $252K
Legacy Wealth Asset Management, LLC 0.07% Reduce -3.3% 2,395 $250K
Yousif Capital Management, LLC 0.00% Add +5.5% 2,389 $250K
Mgo One Seven LLC 0.01% Reduce -31.9% 2,376 $248K
Cassaday & Co Wealth Management LLC 0.01% Reduce -1.0% 2,358 $247K
Panagora Asset Management Inc. 0.00% Add +7.0% 2,352 $246K
Marex Group Ltd 0.00% Add +50.6% 2,346 $245K
Simplicity Wealth,LLC 0.02% New 2,329 $244K
M.E. Allison & Co., Inc. 0.24% No change 2,318 $242K
PFG Investments, LLC 0.02% Add +28.5% 2,306 $241K
Dudley Capital Management, LLC 0.13% Reduce -8.5% 2,303 $241K
CENTRAL TRUST Co 0.01% Reduce -4.6% 2,295 $240K
Machina Capital S.A.S. 0.07% Reduce -43.3% 2,270 $237K
Teza Capital Management LLC 0.11% Reduce -76.5% 2,254 $236K
Corebridge Financial, Inc. 0.00% Reduce -3.7% 2,239 $234K
Perbak Capital Partners LLP 0.17% New 2,215 $232K
Inceptionr LLC 0.07% Reduce -41.0% 2,170 $227K
Raiffeisen Bank International AG 0.00% Add +4.9% 2,137 $225K
Mather Group, Llc. 0.00% Reduce -16.2% 2,143 $224K
Covenant Partners, LLC 0.07% Reduce -20.2% 2,105 $220K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.10% New 2,100 $220K
Greenleaf Trust 0.00% Reduce -60.6% 2,086 $218K
Legacy Advisors, LLC 0.02% Add +17.1% 2,044 $214K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% Add +25.0% 2,000 $209K
GAMMA Investing LLC 0.02% Reduce -24.1% 1,999 $209K
Chicago Partners Investment Group LLC 0.01% New 1,675 $206K
AlphaQuest LLC 0.02% Reduce -58.2% 1,949 $204K
Convergence Investment Partners, LLC 0.06% New 1,921 $201K
Hills Bank & Trust Co 0.01% New 1,859 $194K
Jones Financial Companies LLLP 0.00% Add +29.0% 1,822 $192K
State of Wyoming 0.03% Reduce -35.9% 1,816 $190K
Cary Street Partners Investment Advisory LLC 0.11% Add +7.9% 1,765 $185K
Quarry LP 0.05% Add +2.6% 1,715 $179K
Caitong International Asset Management Co., Ltd 0.13% Add +9888.2% 1,698 $178K
Studio Investment Management LLC 0.04% Add +9.0% 1,690 $177K
Hollencrest Capital Management 0.01% Reduce -12.6% 1,667 $174K
Exchange Traded Concepts, LLC 0.00% Add +1545.9% 1,613 $169K
UMB Bank, n.a. 0.00% Add +11.3% 1,513 $158K
First Horizon Advisors, Inc. 0.00% Add +4.7% 1,471 $154K
Hendershot Investments Inc. 0.02% No change 1,400 $146K
Siemens Fonds Invest GmbH 0.01% New 1,390 $145K
SouthState Bank Corp 0.01% Add +414.4% 1,389 $145K
Cullen/Frost Bankers, Inc. 0.00% Reduce -15.6% 1,349 $141K
Matrix Trust Co 0.02% Add +78.3% 1,325 $139K
Huntington National Bank 0.00% Reduce -48.1% 1,297 $136K
Assetmark, Inc. 0.00% Reduce -7.7% 1,270 $133K
MAI Capital Management 0.00% Reduce -34.5% 1,188 $124K
Sunbelt Securities, Inc. 0.01% Reduce -16.8% 1,186 $124K
Icon Wealth Advisors, LLC 0.01% Reduce -2.8% 1,164 $122K
Carolinas Wealth Consulting LLC 0.02% No change 1,000 $105K
Capital A Wealth Management, LLC 0.11% Add +41.3% 992 $104K
Covestor Ltd 0.07% Add +74.0% 983 $103K
Natixis 0.00% Reduce -97.8% 938 $99K
Westpac Banking Corp. 0.01% New 907 $95K
IFP Advisors, Inc 0.00% Reduce -50.2% 893 $93K
Capital Advisors, Ltd. LLC 0.01% No change 873 $91K
Globeflex Capital L P 0.01% No change 800 $84K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 800 $84K
Park Place Capital Corp 0.02% Reduce -2.5% 740 $77K
Groupe la Francaise 0.00% New 657 $70K
EverSource Wealth Advisors, LLC 0.00% Add +170.5% 614 $64K
Anchor Investment Management, LLC 0.01% No change 602 $63K
SBI Securities Co., Ltd. 0.00% Reduce -4.2% 595 $62K
Hughes Financial Services, LLC 0.01% New 556 $60K
Physician Wealth Advisors, Inc. 0.01% Add +32.5% 566 $59K
Headlands Technologies LLC 0.01% Reduce -92.0% 551 $58K
West Oak Capital, LLC 0.03% Reduce -42.1% 550 $58K
TD Waterhouse Canada Inc. 0.00% Reduce -25.3% 527 $57K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -58.8% 528 $55K
SVB Wealth LLC 0.00% New 505 $53K
Wilmington Savings Fund Society, FSB 0.00% Reduce -54.4% 496 $52K
Farther Finance Advisors, LLC 0.00% Reduce -5.3% 450 $48K
Pilgrim Partners Asia Pte Ltd 0.05% New 460 $48K
Virtus Advisers, LLC 0.03% New 460 $48K
AdvisorNet Financial, Inc 0.00% Reduce -4.4% 457 $48K
Quent Capital, LLC 0.00% Reduce -6.4% 442 $46K
Johnson Financial Group, Inc. 0.00% Add +4.8% 436 $46K
Quadrant Capital Group LLC 0.00% Add +368.2% 412 $43K
Central Pacific Bank - Trust Division 0.01% Add +27.4% 404 $42K
Creative Financial Designs Inc. 0.00% Add +48.5% 389 $41K
Smartleaf Asset Management LLC 0.00% Reduce -15.2% 373 $39K
Private Trust Co. NA 0.00% Add +13.8% 354 $37K
Banque Cantonale Vaudoise 0.00% — 354 $37K
MCF Advisors LLC 0.00% No change 336 $35K
Lanark Financial, Inc. 0.00% — 343 $35K
Ransom Advisory, Ltd 0.02% No change 333 $35K
WPG Advisers, LLC 0.03% Reduce -73.4% 332 $35K
Aventura Private Wealth, LLC 0.02% No change 322 $34K
Versant Capital Management, Inc 0.01% Add +627.3% 320 $33K
CX Institutional 0.00% New 311 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 315 $33K
Clark Wealth Partners 0.02% Add +25.2% 313 $33K
Whipplewood Advisors, LLC 0.02% Reduce -98.0% 22 $32K
Brooklyn Investment Group 0.01% Add +102.8% 294 $31K
Kennebec Savings Bank 0.03% No change 285 $30K
Chilton Capital Management LLC 0.00% Reduce -46.9% 275 $29K
Lindbrook Capital, LLC 0.00% Add +151.8% 272 $28K
JFS Wealth Advisors, LLC 0.00% Reduce -1.5% 261 $27K
Riverview Trust Co 0.03% No change 260 $27K
Ancora Advisors LLC 0.00% Reduce -5.3% 252 $26K
MassMutual Private Wealth & Trust, FSB 0.00% Add +74.5% 246 $26K
Carolina Wealth Advisors, LLC 0.01% No change 241 $25K
Spire Wealth Management 0.00% Add +8.9% 208 $22K
Global Financial Private Client, LLC 0.01% Add +2.5% 207 $22K
New England Capital Financial Advisors LLC 0.01% Reduce -32.9% 204 $21K
Costello Asset Management, INC 0.01% New 203 $21K
Bogart Wealth, LLC 0.00% No change 195 $20K
Hemington Wealth Management 0.00% Reduce -2.0% 199 $20K
Frazier Financial Advisors, LLC 0.01% No change 186 $19K
Ofi Invest Asset Management 0.00% No change 200 $19K
West Branch Capital LLC 0.01% No change 180 $19K
Larson Financial Group LLC 0.00% Add +352.6% 172 $18K
Harbour Investments, Inc. 0.00% Add +57.9% 169 $18K
SJS Investment Consulting Inc. 0.00% Reduce -2.4% 164 $17K
YANKCOM Partnership 0.01% No change 160 $17K
Cape Investment Advisory, Inc. 0.01% Reduce -20.7% 157 $16K
Centerpoint Advisors, LLC 0.01% Add +25.0% 155 $16K
Fourth Dimension Wealth, LLC 0.01% No change 151 $16K
Northwest Capital Management Inc 0.01% No change 150 $16K
Clearstead Trust, LLC 0.00% Add +41.0% 148 $15K
Toth Financial Advisory Corp. 0.00% No change 135 $14K
Tradewinds Capital Management, LLC 0.00% No change 130 $14K
Financial Network Wealth Advisors LLC 0.02% Add +48.3% 129 $13K
Smithfield Trust Co 0.00% No change 121 $13K
Hexagon Capital Partners LLC 0.00% No change 117 $12K
ORG Partners LLC 0.00% New 107 $11K
Investors Research Corp 0.00% New 106 $11K
Avion Wealth 0.00% No change 86 $11K
Medallion Wealth Advisors, LLC 0.00% No change 100 $11K
Montag A & Associates Inc. 0.00% Reduce -10.7% 100 $10K
Private Wealth Management Group, LLC 0.00% Add +39.4% 99 $10K
Golden State Wealth Management, LLC 0.00% Reduce -3.9% 98 $10K
Cornerstone Planning Group LLC 0.00% Add +400.0% 85 $10K
CVA Family Office, LLC 0.00% Reduce -2.1% 91 $10K
TD Private Client Wealth LLC 0.00% Reduce -69.0% 91 $10K
City Holding Co. 0.00% New 86 $9K
Private Wealth Asset Management, LLC 0.00% — 83 $9K
IAG Wealth Partners, LLC 0.00% No change 72 $8K
Binnacle Investments Inc 0.01% — 69 $7K
Bruce G. Allen Investments, LLC 0.01% Add +127.6% 66 $7K
Ameriflex Group, Inc. 0.00% Add +1.5% 66 $7K
St Germain D J Co. Inc. 0.00% No change 62 $6K
Pacific Center for Financial Services 0.00% No change 60 $6K
Meeder Asset Management Inc. 0.00% Reduce -25.0% 60 $6K
Beacon Capital Management, LLC 0.00% Reduce -30.6% 59 $6K
Concord Wealth Partners 0.00% Reduce -50.0% 58 $6K
Parkside Financial Bank & Trust 0.00% Reduce -15.9% 58 $6K
Atala Financial Inc 0.00% No change 56 $6K
Eastern Bank 0.00% Reduce -3.5% 56 $6K
Lowe Wealth Advisors, LLC 0.00% No change 51 $5K
Saudi Central Bank 0.03% New 50 $5K
Dagco, Inc. 0.00% New 50 $5K
Rakuten Securities, Inc. 0.00% Add +108.7% 48 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 50 $5K
Bell Investment Advisors, Inc 0.00% Reduce -8.0% 46 $5K
JDM Financial Group LLC 0.00% No change 45 $5K
Manchester Capital Management LLC 0.00% Add +40.0% 42 $4K
Fortitude Family Office, LLC 0.00% Reduce -12.8% 41 $4K
Prestige Wealth Management Group LLC 0.00% No change 40 $4K
Westend Capital Management, LLC 0.00% No change 40 $4K
Sachetta, LLC 0.00% Add +154.6% 28 $3K
Archer Investment Corp 0.00% No change 28 $3K
Painted Porch Advisors LLC 0.00% No change 27 $3K
McIlrath & Eck, LLC 0.00% Reduce -78.0% 27 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -16.1% 26 $3K
Avalon Trust Co 0.00% No change 26 $3K
MV Capital Management, Inc. 0.00% Add +316.7% 25 $3K
Kozak & Associates, Inc. 0.00% No change 21 $2K
West Paces Advisors Inc. 0.00% No change 22 $2K
First PREMIER Bank 0.00% No change 17 $2K
Financial Gravity Asset Management, Inc. 0.00% — 19 $2K
CoreCap Advisors, LLC 0.00% Reduce -36.7% 19 $2K
WASHINGTON TRUST Co 0.00% Reduce -18.2% 18 $2K
Activest Wealth Management 0.00% Add +0.0% 16 $2K
True Wealth Design, LLC 0.00% Reduce -94.5% 16 $2K
Rialto Wealth Management, LLC 0.00% New 15 $2K
Cranbrook Wealth Management, LLC 0.00% No change 15 $2K
Provenance Wealth Advisors, LLC 0.00% No change 15 $2K
Crowley Wealth Management, Inc. 0.00% No change 14 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 11 $1K
Tortoise Investment Management, LLC 0.00% No change 12 $1K
Chesapeake Asset Management LLC 0.00% New 12 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 11 $1K
Guardian Wealth Management, Inc. 0.00% Reduce -9.1% 10 $1K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 11 $1K
Cromwell Holdings LLC 0.00% New 10 $1K
Eq Wealth Advisors, LLC 0.00% New 9 $941
TD Capital Management LLC 0.00% No change 7 $743
Iron Horse Wealth Management, LLC 0.00% New 7 $732
Trust Co. of Vermont 0.00% No change 7 $732
Thompson Investment Management, Inc. 0.00% No change 6 $663
MorganRosel Wealth Management, LLC 0.00% New 6 $627
Key Financial Inc 0.00% No change 6 $627
WealthTrak Capital Management LLC 0.00% Add +400.0% 5 $523
Parkworth Wealth Management, Inc. 0.00% No change 5 $523
Bokf, NA 0.00% No change 5 $523
Kestra Investment Management, LLC 0.00% Reduce -50.0% 5 $523
Principia Wealth Advisory, LLC 0.00% Add +100.0% 4 $432
Highline Wealth Partners LLC 0.00% New 3 $314
Bay Harbor Wealth Management, LLC 0.00% New 3 $313
HFM Investment Advisors, LLC 0.00% — 2 $210
Caldwell Sutter Capital, Inc. 0.00% No change 2 $209
American Capital Advisory, LLC 0.00% New 1 $105
Rothschild Investment LLC 0.00% New 1 $105
McClarren Financial Advisors, Inc. 0.00% New 2 $0

"% of holder's portfolio" is BAH's weight in each manager's 13F, not the share of Booz Allen Hamilton Holdings the manager owns.