Booz Allen Hamilton HoldingsBAH

13F holders, Q4 2025 (December 31)
630holders −85
75new positions
169sold out
9famous investors
$84.48avg. 13F price*

At the end of Q4 2025, 630 institutions reported holding Booz Allen Hamilton Holdings (BAH) in their 13F filings, down 85 from Q3 2025. 75 opened new positions and 169 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($1.1B) and T. Rowe Price Investment Management, Inc. ($550.7M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions75$357.7M
Exits169$513.0M

All 13F filers, Q3 2025 → Q4 2025: 25,568,340 shares bought and 23,419,617 shares sold, net +2,148,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

Vanguard Group Inc. 0.02% Add +1.7% 13,946,447 $1.2B
BlackRock, Inc. 0.02% Add +58.7% 13,489,433 $1.1B
T. Rowe Price Investment Management, Inc. 0.35% Add +38.4% 6,528,226 $550.7M
Morgan Stanley 0.03% Reduce -10.7% 5,514,811 $465.2M
T. Rowe Price Associates Inc. 0.05% Reduce -10.5% 5,217,184 $440.1M
First Trust Advisors LP 0.30% Add +36.0% 4,856,528 $409.7M
Primecap Management Co. 0.30% Add +135.2% 4,666,298 $393.6M
State Street Corp. 0.01% Add +53.2% 4,402,897 $371.4M
Allspring Global Investments Holdings, LLC 0.35% Add +8.5% 2,545,572 $216.1M
Geode Capital Management, LLC 0.01% Add +5.1% 2,534,914 $213.3M
Black Creek Investment Management Inc. 10.48% Add +19.9% 2,505,178 $211.3M
Van Eck Associates Corp. 0.14% Reduce -9.0% 2,002,352 $168.9M
AQR Capital Management 0.09% Reduce -49.2% 1,936,560 $163.4M
Norges Bank 0.02% — 1,703,989 $143.7M
1832 Asset Management L.P. 0.18% Reduce -10.3% 1,638,766 $138.2M
Edmond DE Rothschild Holding S.A. 1.96% Add +27.5% 1,632,818 $137.7M
Wellington Management Group LLP 0.02% Reduce -0.6% 1,487,631 $125.5M
Citadel Advisors 0.08% Add +179.5% 1,426,146 $120.3M
Bank of New York Mellon Corp 0.02% Add +135.3% 1,227,893 $103.6M
Dimensional Fund Advisors LP 0.02% Add +20.4% 1,201,624 $101.4M
Bessemer Group Inc. 0.15% Reduce -31.1% 1,168,005 $98.5M
Alliancebernstein L.P. 0.03% Reduce -1.1% 1,145,410 $96.6M
Northern Trust Corp. 0.01% Add +61.3% 1,110,530 $93.7M
Bank of America Corp. 0.01% Reduce -49.8% 1,088,818 $91.9M
JPMorgan Chase & Co. 0.01% Add +33.2% 1,042,034 $87.9M
Goldman Sachs Group Inc. 0.01% Reduce -14.2% 975,540 $82.3M
BNP Paribas Financial Markets 0.05% Add +26.0% 973,037 $82.1M
Charles Schwab Investment Management Inc. 0.01% Add +3.3% 855,985 $72.2M
Invesco Ltd. 0.01% Add +13.0% 822,044 $69.3M
UBS Group AG 0.01% Reduce -16.4% 802,508 $67.7M
Freestone Grove Partners LP 0.48% New 794,606 $67.0M
Rathbones Group PLC 0.24% Reduce -8.9% 728,459 $61.5M
D'Orazio & Associates, Inc. 7.76% Add +9.8% 719,696 $60.7M
Federated Hermes, Inc. 0.10% Add +147.9% 693,480 $58.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.1% 653,349 $55.1M
Balyasny Asset Management L.P. 0.10% New 625,948 $52.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.27% Add +68.8% 625,080 $52.7M
TD Asset Management Inc 0.04% Add +17.1% 584,832 $49.3M
Orbis Allan Gray Ltd 0.20% Add +179.8% 567,544 $47.9M
Lazard Asset Management LLC 0.08% Reduce -17.3% 553,244 $46.7M
Captrust Financial Advisors 0.09% Reduce -4.8% 543,933 $45.9M
Legal & General Group Plc 0.01% Add +9.9% 537,400 $45.3M
Vaughan Nelson Investment Management, L.P. 0.44% New 537,300 $45.3M
FMR LLC 0.00% Add +213.3% 490,287 $41.4M
Two Sigma Investments, LP 0.06% Reduce -32.6% 485,222 $40.9M
Baron Capital (BAMCO) 0.11% Add +42.3% 469,264 $39.6M
Deutsche Bank AG 0.01% Reduce -0.7% 442,866 $37.4M
Defiance ETFs, LLC 1.20% — 429,366 $36.6M
Penserra Capital Management LLC 0.43% Add +55.9% 429,372 $36.2M
Citigroup Inc. 0.02% Add +10.3% 429,289 $36.2M
Contour Asset Management LLC 0.78% New 398,602 $33.6M
Barclays PLC 0.01% Add +20.6% 397,498 $33.5M
Causeway Capital Management LLC 0.46% New 396,332 $33.4M
Squarepoint Ops LLC 0.07% Add +149.1% 381,900 $32.2M
Vaughan David Investments LLC 0.70% Reduce -0.6% 380,630 $32.1M
DF Dent & Co. Inc. 0.46% Reduce -27.8% 379,188 $32.0M
Raymond James Financial Inc. 0.01% Reduce -56.8% 368,002 $31.1M
Rhumbline Advisers 0.02% Add +122.9% 349,288 $29.5M
Sterling Capital Management LLC 0.48% Reduce -56.9% 347,003 $29.3M
First Manhattan Co. Llc. 0.08% Add +20.1% 342,934 $28.9M
Envestnet Asset Management Inc. 0.01% Reduce -53.9% 341,801 $28.8M
Waters Parkerson & Co., LLC 1.41% Add +1.7% 340,729 $28.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.17% Add +61.7% 336,858 $28.4M
Jefferies Financial Group Inc. 0.24% Add +2112.4% 335,982 $28.3M
Swiss National Bank 0.02% Reduce -7.6% 330,385 $27.9M
California Public Employees Retirement System 0.02% Reduce -16.3% 325,733 $27.5M
Copeland Capital Management, LLC 0.59% Reduce -9.3% 312,754 $26.4M
DekaBank Deutsche Girozentrale 0.05% No change 162,666 $26.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +8.3% 287,922 $24.3M
Ameriprise Financial Inc. 0.01% Add +18.4% 273,773 $23.1M
Principal Financial Group Inc. 0.01% Add +2056.2% 259,997 $21.9M
Sei Investments Co. 0.02% Add +16.8% 259,032 $21.9M
GMO 0.06% Reduce -28.7% 257,973 $21.8M
River Road Asset Management, LLC 0.24% Reduce -5.8% 257,099 $21.7M
Ceredex Value Advisors LLC 0.64% Reduce -29.7% 253,954 $21.4M
Vident Advisory, LLC 0.20% Reduce -15.5% 248,446 $21.0M
Nuveen, LLC 0.01% Reduce -21.0% 238,289 $20.1M
Canada Pension Plan Investment Board 0.01% Reduce -26.7% 237,000 $20.0M
Clough Capital Partners L P 1.73% New 228,580 $19.3M
SG Americas Securities, LLC 0.03% Add +333.4% 226,194 $19.1M
Voya Investment Management LLC 0.02% Add +15.2% 225,159 $19.0M
FIL Ltd 0.01% Reduce -5.9% 223,911 $18.9M
Alyeska Investment Group, L.P. 0.05% New 215,343 $18.2M
Bank of Nova Scotia 0.03% Add +89.3% 212,550 $17.9M
Truist Financial Corp. 0.02% Reduce -45.5% 211,791 $17.9M
Retirement Systems of Alabama 0.06% New 211,482 $17.8M
Renaissance Technologies 0.03% Add +0.1% 209,094 $17.6M
California State Teachers Retirement System 0.02% Reduce -1.2% 200,353 $16.9M
Amundi 0.00% Reduce -72.2% 164,962 $13.9M
Crawford Fund Management, LLC 4.18% Add +60.0% 154,611 $13.0M
Franklin Resources Inc. 0.00% Add +33.0% 150,207 $12.7M
Gotham Asset Management 0.05% Reduce -16.3% 149,126 $12.6M
Royal Bank of Canada 0.00% Reduce -47.0% 148,818 $12.6M
KLP Kapitalforvaltning As 0.04% No change 136,100 $11.5M
Calamos Advisors LLC 0.07% Add +261.6% 132,000 $11.1M
Wells Fargo & Company 0.00% Reduce -19.8% 130,482 $11.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +15.9% 128,890 $10.9M
Natixis Advisors, LLC 0.02% Add +98.4% 128,913 $10.9M
Millennium Management 0.01% Reduce -63.8% 128,164 $10.8M
D. E. Shaw & Co. 0.01% Reduce -76.3% 127,436 $10.8M
Two Sigma Advisers, LP 0.02% Add +119.1% 126,400 $10.7M
Midwest Trust Co 0.13% Add +3.9% 124,277 $10.5M
Bridges Investment Management Inc. 0.13% Reduce -24.5% 121,589 $10.3M
Isthmus Partners, LLC 1.10% Add +22.4% 117,347 $9.9M
Kennedy Capital Management LLC 0.20% Add +220.7% 114,414 $9.7M
State Board of Administration of Florida Retirement System 0.02% Reduce -3.3% 113,529 $9.6M
Verition Fund Management LLC 0.05% Add +168.6% 111,465 $9.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.3% 99,605 $9.0M
Russell Investments Group, Ltd. 0.01% Reduce -8.9% 103,586 $8.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -76.0% 101,823 $8.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +32.7% 100,619 $8.5M
Blair William & Co. 0.02% Reduce -4.8% 99,919 $8.4M
Mariner, LLC 0.01% Reduce -21.1% 96,772 $8.2M
Altrinsic Global Advisors LLC 0.29% Reduce -1.6% 95,032 $8.0M
Farmers & Merchants Investments Inc. 0.22% Reduce -2.5% 94,570 $8.0M
Aviva PLC 0.01% Add +6.3% 92,655 $7.8M
HSBC Holdings PLC 0.00% Reduce -23.6% 89,831 $7.6M
Manufacturers Life Insurance Company, The 0.01% Add +249.8% 89,106 $7.5M
Kingsview Wealth Management, LLC 0.11% Reduce -28.2% 87,873 $7.4M
Forsta Ap-Fonden 0.04% Add +1.9% 81,600 $6.9M
Allianz Asset Management GmbH 0.01% Add +1567.0% 80,101 $6.8M
LPL Financial LLC 0.00% Reduce -20.2% 79,171 $6.7M
APG Asset Management N.V. 0.02% Reduce -9.6% 91,656 $6.6M
New York State Common Retirement Fund 0.01% Reduce -5.3% 76,991 $6.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -49.6% 76,402 $6.4M
Adage Capital Partners Gp, L.L.C. 0.01% New 74,882 $6.3M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -85.6% 74,197 $6.3M
State of Wisconsin Investment Board 0.01% Reduce -9.3% 68,127 $5.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% — 67,931 $5.7M
PNC Financial Services Group, Inc. 0.00% Reduce -24.3% 66,557 $5.6M
Victory Capital Management Inc. 0.00% Reduce -90.2% 65,423 $5.5M
MetLife Investment Management, LLC 0.03% Add +735.4% 65,012 $5.5M
Westbourne Investment Advisors, Inc. 1.51% Add +11.5% 64,865 $5.5M
Illinois Municipal Retirement Fund 0.07% Reduce -11.6% 63,621 $5.4M
New York State Teachers Retirement System 0.01% Add +439.1% 61,515 $5.2M
Nicholas Company, Inc. 0.09% Add +4.7% 60,635 $5.1M
Rench Wealth Management, Inc. 1.44% Add +2.9% 59,447 $5.0M
DAVENPORT & Co LLC 0.03% Reduce -30.7% 57,834 $4.9M
Amalgamated Bank 0.04% Add +504.3% 57,975 $4.9M
Danske Bank A/S 0.01% Add +12.8% 57,091 $4.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -57.3% 52,217 $4.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.06% Add +1624.2% 51,725 $4.4M
Ensign Peak Advisors, Inc 0.01% Add +99.6% 51,000 $4.3M
Sit Investment Associates Inc. 0.08% No change 50,875 $4.3M
Mutual of America Capital Management LLC 0.04% New 50,481 $4.3M
Treasurer of the State of North Carolina 0.01% Reduce -8.3% 50,127 $4.2M
Insight Wealth Strategies, LLC 0.48% Add +3.3% 49,937 $4.2M
Nan Fung Trinity (hk) Ltd. 0.33% No change 49,500 $4.2M
Asset Management One Co., Ltd. 0.01% Reduce -1.1% 49,007 $4.2M
Pictet Asset Management Holding SA 0.00% Reduce -7.9% 48,363 $4.1M
Mn Services Vermogensbeheer B.V. 0.02% Add +1.8% 48,044 $4.1M
National Pension Service 0.00% Add +57.4% 47,295 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -93.4% 46,928 $4.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +20.2% 45,369 $3.9M
Korea Investment CORP 0.01% Reduce -61.0% 45,897 $3.9M
Andra AP-fonden 0.05% Reduce -72.3% 43,700 $3.7M
Bank of Montreal 0.00% Reduce -51.6% 43,220 $3.6M
Quantbot Technologies LP 0.12% Add +38.4% 42,675 $3.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.2% 41,983 $3.5M
Lane Generational LLC 3.12% New 40,812 $3.4M
Nomura Asset Management Co. Ltd. 0.01% No change 40,317 $3.4M
Prescott Group Capital Management, L.L.C. 0.32% No change 40,289 $3.4M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 40,182 $3.4M
Focus Partners Wealth 0.00% Reduce -35.6% 40,116 $3.4M
Cwm, LLC 0.01% Reduce -32.6% 39,972 $3.4M
Bridgewater Associates 0.01% Reduce -49.4% 39,964 $3.4M
Janus Henderson Group PLC 0.00% Reduce -97.2% 38,276 $3.2M
National Bank of Canada 0.00% Add +95.9% 38,272 $3.2M
Jacobs Levy Equity Management, Inc. 0.01% New 38,015 $3.2M
Yousif Capital Management, LLC 0.03% Add +1251.6% 33,735 $3.2M
Stifel Financial Corp. 0.00% Reduce -49.4% 37,062 $3.1M
Teachers Retirement System of the State of Kentucky 0.02% New 37,000 $3.1M
Agf Management Ltd. 0.01% Add +12.4% 36,938 $3.1M
State of Tennessee, Department of Treasury 0.01% New 34,871 $3.1M
Morton Community Bank 0.66% Add +0.9% 34,741 $3.1M
Public Employees Retirement System of Ohio 0.01% Reduce -5.2% 36,008 $3.0M
Game Creek Capital, LP 1.15% Add +28.4% 35,800 $3.0M
Resona Asset Management Co.,Ltd. 0.01% Reduce -4.7% 35,551 $3.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +356.7% 35,364 $3.0M
Comerica Bank 0.01% Add +267.3% 34,370 $2.9M
Continuum Advisory, LLC 0.29% New 34,032 $2.9M
Roundview Capital LLC 0.18% Reduce -6.3% 33,943 $2.9M
Arizona State Retirement System 0.02% Reduce -8.0% 33,822 $2.9M
Louisiana State Employees Retirement System 0.05% New 33,600 $2.8M
Bahl & Gaynor LLC 0.01% Reduce -94.3% 33,505 $2.8M
Cerity Partners LLC 0.00% Reduce -24.8% 32,517 $2.7M
American Century Companies Inc. 0.00% Reduce -87.2% 32,032 $2.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 31,956 $2.7M
ING Groep NV 0.02% Add +33.0% 31,800 $2.7M
Scotia Capital Inc. 0.01% Reduce -11.8% 31,727 $2.7M
Ellsworth Advisors, LLC 0.53% New 27,503 $2.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -43.7% 31,264 $2.6M
State of Michigan Retirement System 0.01% New 31,000 $2.6M
Northwest Bancshares, Inc. 0.50% Reduce -37.4% 30,628 $2.6M
Xponance LLC 0.02% Add +22.0% 30,357 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 30,355 $2.6M
Creative Planning 0.00% Add +38.5% 29,490 $2.5M
Henshaw Capital LLC 0.09% No change 29,234 $2.5M
Quantinno Capital Management LP 0.00% Reduce -17.1% 28,515 $2.4M
Thrivent Financial for Lutherans 0.00% New 27,315 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% New 27,140 $2.3M
Man Group plc 0.00% Reduce -28.3% 26,877 $2.3M
Edgestream Partners, L.P. 0.06% Reduce -75.2% 26,758 $2.3M
Clark Estates Inc. 0.55% New 26,650 $2.2M
Corient Private Wealth LP 0.00% Reduce -6.5% 26,520 $2.2M
US Bancorp \de 0.00% Reduce -58.8% 25,933 $2.2M
Tilia Fiduciary Partners, Inc. 1.21% Add +8.2% 25,921 $2.2M
Vestmark Advisory Solutions, Inc. 0.03% Add +328.9% 25,834 $2.2M
Paralel Advisors LLC 0.08% No change 25,580 $2.2M
Summit Trail Advisors, LLC 0.04% Add +18.9% 25,259 $2.1M
New Mexico Educational Retirement Board 0.06% New 24,800 $2.1M
Oregon Public Employees Retirement Fund 0.03% New 24,200 $2.0M
Anchor Capital Advisors LLC 0.06% Reduce -2.6% 24,047 $2.0M
DNB Asset Management AS 0.01% Reduce -8.9% 23,684 $2.0M
Holocene Advisors, LP 0.00% New 23,380 $2.0M
Cetera Investment Advisers 0.00% Add +5.1% 22,978 $1.9M
Manning & Napier Advisors LLC 0.03% Reduce -1.3% 22,645 $1.9M
Fideuram Asset Management (Ireland) dac 0.15% — 22,028 $1.9M
Swiss Life Asset Management Ltd 0.01% Reduce -71.3% 22,467 $1.9M
Ameritas Investment Partners, Inc. 0.06% New 22,231 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -13.6% 21,879 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +22.4% 21,838 $1.8M
Aquatic Capital Management LLC 0.05% Reduce -82.4% 21,352 $1.8M
Stratos Wealth Partners, LTD. 0.02% Reduce -6.1% 20,969 $1.8M
Sage Rhino Capital LLC 0.33% Add +110.2% 20,958 $1.8M
Leonteq Securities AG 0.09% Add +49.1% 20,748 $1.8M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 20,750 $1.8M
Security National Bank of Sioux City Iowa 1.11% Add +0.5% 20,582 $1.7M
Hilton Capital Management, LLC 0.13% Add +9.9% 20,061 $1.7M
Utah Retirement Systems 0.02% Reduce -0.8% 19,980 $1.7M
Toronto Dominion Bank 0.00% Reduce -2.1% 19,776 $1.7M
Acadian Asset Management LLC 0.00% Reduce -85.9% 19,717 $1.7M
Hennessy Advisors Inc. 0.06% Reduce -1.5% 19,300 $1.6M
Financial Enhancement Group LLC 0.21% New 16,641 $1.6M
Credit Agricole S A 0.00% Reduce -38.6% 18,794 $1.6M
Mediolanum International Funds Ltd 0.02% Reduce -74.8% 18,483 $1.6M
Navellier & Associates Inc. 0.18% Reduce -13.9% 18,627 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -6.7% 18,591 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -14.6% 18,115 $1.5M
Harvest Investment Advisors, LLC 0.86% Add +79.8% 18,010 $1.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.15% No change 17,968 $1.5M
Security National Bank of So Dak 0.75% Reduce -1.4% 17,939 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -27.8% 17,906 $1.5M
Generali Asset Management SPA SGR 0.03% Reduce -1.1% 16,800 $1.4M
Jensen Investment Management Inc. 0.02% Reduce -55.4% 16,450 $1.4M
Alberta Investment Management Corp 0.01% Reduce -64.3% 16,300 $1.4M
IMC-Chicago, LLC 0.02% Add +6.5% 16,127 $1.4M
State of Alaska, Department of Revenue 0.01% Add +301.6% 16,065 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -79.5% 15,639 $1.3M
HighTower Advisors, LLC 0.00% Reduce -23.0% 15,606 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Reduce -1.2% 15,564 $1.3M
Erste Asset Management GmbH 0.01% Add +550.3% 15,126 $1.3M
Walleye Trading LLC 0.02% New 15,245 $1.3M
Pinebridge Investments LLC 0.01% — 15,210 $1.3M
Eurizon Capital SGR S.p.A. 0.00% — 15,091 $1.3M
L2 Asset Management, LLC 0.17% New 15,035 $1.3M
ASR Vermogensbeheer N.V. 0.01% Reduce -0.8% 14,915 $1.3M
FORA Capital, LLC 0.15% Add +33.9% 14,327 $1.2M
Pacer Advisors, Inc. 0.00% New 14,248 $1.2M
Horizon Kinetics Asset Management LLC 0.02% No change 13,930 $1.2M
OP Asset Management Ltd 0.01% No change 13,722 $1.2M
Optimize Financial Inc. 0.58% Add +1.4% 13,707 $1.2M
XTX Topco Ltd 0.03% Add +186.0% 13,612 $1.1M
Verdence Capital Advisors LLC 0.07% Reduce -40.5% 13,361 $1.1M
WCM Investment Management, LLC 0.00% Reduce -41.3% 13,120 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +111.9% 13,207 $1.1M
Prudential Financial Inc. 0.00% Add +89.5% 13,182 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -56.2% 12,972 $1.1M
Knoll Capital Management, LLC 0.50% No change 13,000 $1.1M
Investment Management Corp of Ontario 0.01% Add +24.1% 12,819 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -7.7% 12,627 $1.1M
Oak Thistle LLC 0.15% Add +121.1% 12,484 $1.1M
Macquarie Group Ltd. 0.00% Reduce -14.8% 12,315 $1.0M
Elo Mutual Pension Insurance Co 0.02% Reduce -56.1% 12,276 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 12,082 $1.0M
Camelot Portfolios, LLC 0.62% Add +108.3% 11,929 $1.0M
CSS LLC 0.17% Add +18.7% 11,700 $987K
Baird Financial Group, Inc. 0.00% Add +29.1% 11,698 $987K
NorthCrest Asset Manangement, LLC 0.02% Reduce -17.6% 10,987 $982K
LRT Capital Management, LLC 0.84% Add +215.3% 11,613 $980K
Polymer Capital Management (US) LLC 0.13% Add +55.0% 11,584 $977K
IFM Investors Pty Ltd 0.01% No change 11,415 $963K
X-Square Capital, LLC 0.30% Reduce -5.7% 10,921 $921K
Y.D. More Investments Ltd 0.04% Reduce -1.9% 10,876 $917K
Tredje AP-fonden 0.01% New 10,873 $917K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -2.8% 10,826 $913K
O'shaughnessy Asset Management, LLC 0.01% Reduce -54.2% 10,753 $907K
Impact Partnership Wealth, LLC 0.12% New 10,728 $905K
Quantitative Investment Management, LLC 0.09% New 10,714 $903K
Union Bancaire Privee, UBP SA 0.01% Add +5.3% 12,932 $890K
Daiwa Securities Group Inc. 0.00% No change 10,494 $885K
Lord, Abbett & Co. LLC 0.00% Reduce -26.3% 10,164 $857K
D.A. Davidson & Co. 0.01% Add +52.8% 10,084 $851K
Argent Capital Management LLC 0.02% Reduce -98.3% 10,019 $845K
Knollwood Investment Advisory, LLC 0.08% No change 10,000 $844K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.3% 9,954 $840K
Walleye Capital LLC 0.01% Reduce -66.8% 9,927 $837K
Studio Investment Management LLC 0.15% Add +17.5% 9,789 $826K
Geneos Wealth Management Inc. 0.02% Reduce -25.4% 9,610 $811K
Group One Trading LLC 0.02% New 9,552 $806K
Allstate Corp. 0.01% Add +93.7% 9,471 $799K
Kerrisdale Advisers, LLC 0.38% No change 9,452 $797K
Congress Asset Management Co. 0.01% Reduce -98.3% 9,345 $788K
KBC Group NV 0.00% No change 9,337 $788K
Sepio Capital, LP 0.04% Reduce -22.7% 9,318 $786K
Sequoia Financial Advisors, LLC 0.00% Add +38.0% 9,206 $777K
Callan Family Office, LLC 0.02% Add +65.7% 9,142 $771K
Guggenheim Capital LLC 0.01% Add +3.9% 9,105 $768K
Mackenzie Financial Corp. 0.00% Add +27.8% 9,015 $766K
Securian Asset Management, Inc. 0.03% New 8,840 $746K
Fiduciary Trust Co 0.01% Add +9.2% 8,692 $733K
Voloridge Investment Management, LLC 0.00% Reduce -90.4% 8,655 $730K
Nomura Holdings Inc. 0.00% Add +266.7% 8,640 $729K
Resonant Capital Advisors, LLC 0.04% Add +14.1% 8,601 $726K
Robeco Institutional Asset Management B.V. 0.00% Reduce -13.5% 8,314 $701K
Pensionfund Sabic 0.19% No change 8,300 $700K
Jane Street Group, LLC 0.00% Reduce -98.8% 8,141 $687K
Capital Investment Advisors, LLC 0.01% Reduce -47.6% 8,130 $686K
Elevation Point Wealth Partners, LLC 0.03% Reduce -7.6% 7,765 $655K
Ieq Capital, LLC 0.00% Reduce -93.0% 7,639 $644K
Equitable Trust Co. 0.03% Add +9.1% 7,633 $644K
Kentucky Retirement Systems 0.02% No change 7,631 $644K
Abn Amro Investment Solutions 0.01% New 7,578 $639K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -91.2% 7,529 $635K
Dynamic Technology Lab Private Ltd 0.14% Add +56.0% 7,511 $634K
Intech Investment Management LLC 0.01% Reduce -51.1% 7,403 $625K
Salem Investment Counselors Inc. 0.02% Reduce -13.0% 7,350 $620K
CI Investments Inc. 0.00% Add +57.3% 7,215 $609K
Pathstone Holdings, LLC 0.00% Reduce -14.8% 7,179 $606K
Ostrum Asset Management 0.03% Reduce -24.9% 7,148 $603K
Harbor Capital Advisors, Inc. 0.05% Reduce -3.2% 7,099 $599K
Gateway Investment Advisers LLC 0.01% Add +0.3% 6,906 $583K
Gulf International Bank (UK) Ltd 0.02% No change 6,897 $582K
Vestcor Inc 0.02% Reduce -22.1% 6,867 $579K
M&T Bank Corp 0.00% Add +14.0% 6,810 $574K
OLIO Financial Planning 0.16% Reduce -4.4% 6,741 $569K
Bailard, Inc. 0.01% Reduce -67.4% 6,707 $566K
Brooklyn Investment Group 0.03% Add +141.0% 6,641 $565K
Ossiam 0.01% Reduce -21.6% 6,585 $556K
Hengehold Capital Management LLC 0.05% Reduce -7.4% 6,553 $553K
A&I Financial Services, LLC 0.26% Add +15.4% 6,523 $550K
Pallas Capital Advisors LLC 0.02% Reduce -40.8% 6,311 $532K
Neuberger Berman Group LLC 0.00% Reduce -29.5% 6,290 $531K
Axq Capital, LP 0.12% New 6,229 $525K
Bridgefront Capital, LLC 0.13% Add +22.0% 6,203 $523K
HB Wealth Management, LLC 0.00% Reduce -66.0% 6,188 $522K
E. Ohman J:or Asset Management AB 0.01% No change 6,150 $519K
Parallel Advisors, LLC 0.01% Reduce -37.9% 5,942 $514K
Janney Montgomery Scott LLC 0.00% Add +15.0% 6,034 $509K
United Capital Financial Advisors, LLC 0.00% Add +1.3% 6,029 $509K
Prospera Financial Services Inc 0.01% Reduce -27.4% 6,004 $507K
Bank Ozk 0.18% Reduce -3.6% 5,940 $501K
Maryland State Retirement & Pension System 0.01% No change 5,894 $497K
Gator Capital Management, LLC 0.10% New 5,868 $495K
S&co Inc. 0.03% Reduce -0.5% 5,860 $494K
Baader Bank Aktiengesellschaft 0.04% Add +46.5% 5,825 $491K
Acropolis Investment Management, LLC 0.02% Add +0.0% 5,798 $489K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.2% 5,745 $485K
CIBC Asset Management Inc 0.00% Add +0.9% 5,736 $484K
Fox Run Management, L.L.C. 0.07% Add +17.7% 5,606 $473K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -83.3% 5,519 $466K
Insight Advisors, LLC/ PA 0.07% Reduce -0.7% 5,431 $458K
Benjamin Edwards Inc. 0.01% Add +60.3% 5,375 $453K
Royal London Asset Management Ltd. 0.00% Reduce -18.5% 5,341 $451K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -61.2% 5,290 $446K
Rakuten Investment Management, Inc. 0.00% Reduce -92.0% 5,221 $444K
Hantz Financial Services, Inc. 0.01% Reduce -93.7% 5,176 $437K
AlphaCore Capital LLC 0.01% New 5,158 $435K
Ifrah Financial Services, Inc. 0.11% Reduce -0.3% 5,154 $435K
Osmosis Investment Management UK Ltd 0.01% — 5,089 $429K
KPP Advisory Services LLC 0.06% Reduce -1.1% 5,065 $427K
ELCO Management Co., LLC 0.27% No change 5,000 $422K
State of Wyoming 0.05% Add +306.2% 4,943 $417K
Campbell & CO Investment Adviser LLC 0.02% Add +2.8% 4,916 $415K
Foster & Motley Inc. 0.02% Reduce -6.3% 4,905 $414K
ProShare Advisors LLC 0.00% New 4,864 $410K
Rockefeller Capital Management L.P. 0.00% Reduce -23.0% 4,723 $398K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +4.7% 4,674 $394K
OMERS ADMINISTRATION Corp 0.00% Reduce -66.3% 4,667 $394K
Twelve Points Wealth Management LLC 0.09% Reduce -53.6% 4,092 $394K
Merit Financial Group, LLC 0.00% Reduce -50.9% 4,644 $392K
Advisory Services Network, LLC 0.01% Reduce -14.9% 4,578 $386K
Ipsen Advisor Group LLC 0.27% Add +5.6% 4,480 $378K
Alps Advisors Inc. 0.00% Add +1.1% 4,402 $371K
Gallacher Capital Management LLC 0.14% Reduce -38.2% 4,391 $370K
Strive Financial Group ,LLC 0.19% — 4,349 $367K
North Dakota State Investment Board 0.01% — 4,280 $361K
Cibc World Markets Corp. 0.00% — 4,277 $361K
Procyon Advisors, LLC 0.02% No change 4,229 $357K
Banque Cantonale Vaudoise 0.01% Add +1210.3% 4,193 $353K
Prudential PLC 0.00% No change 4,148 $350K
GFI Investment Counsel Ltd. 0.04% Reduce -99.0% 4,114 $347K
YHB Investment Advisors, Inc. 0.02% Reduce -61.8% 4,103 $346K
Teacher Retirement System of Texas 0.00% Reduce -92.6% 4,099 $346K
MML Investors Services, LLC 0.00% Reduce -42.5% 3,893 $328K
Belpointe Asset Management LLC 0.01% Add +11.7% 3,868 $326K
Allworth Financial LP 0.00% Reduce -20.1% 3,862 $326K
Main Street Financial Solutions, LLC 0.02% Add +2.7% 3,849 $325K
Viawealth, LLC 0.18% Reduce -32.8% 3,820 $322K
Atria Investments, Inc 0.00% Reduce -42.0% 3,777 $319K
NewEdge Advisors, LLC 0.00% Reduce -74.1% 3,754 $317K
Peapack Gladstone Financial Corp. 0.00% No change 3,705 $313K
Fifth Third Wealth Advisors LLC 0.01% New 3,619 $305K
Cary Street Partners Financial LLC 0.01% Add +1.3% 3,582 $302K
Applied Finance Capital Management, LLC 0.02% Add +43.2% 3,576 $302K
Fiduciary Financial Group, LLC 0.04% New 3,528 $298K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 3,500 $295K
Tower Research Capital LLC (TRC) 0.01% Reduce -67.1% 3,471 $293K
Fortune Financial Advisors, LLC 0.19% Reduce -10.4% 3,423 $289K
Hunting Hill Global Capital, LLC 0.28% No change 3,402 $287K
Trajan Wealth LLC 0.01% Reduce -4.7% 3,353 $283K
World Investment Advisors 0.00% Reduce -18.7% 3,322 $280K
Somerset Trust Co 0.08% Reduce -1.0% 3,288 $277K
QRG Capital Management, Inc. 0.00% Reduce -1.5% 3,234 $273K
Prime Capital Investment Advisors, LLC 0.00% New 3,213 $271K
Kentucky Retirement Systems Insurance Trust Fund 0.02% No change 3,199 $270K
Aptus Capital Advisors, LLC 0.00% Reduce -5.5% 3,195 $270K
EJMK Ventures LLC 0.17% — 3,179 $268K
Novem Group 0.03% Reduce -39.0% 3,130 $264K
Cresset Asset Management, LLC 0.00% Add +5.3% 3,120 $263K
FourThought Financial Partners, LLC 0.02% New 3,095 $261K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 3,074 $259K
Jones Financial Companies LLLP 0.00% Reduce -0.9% 3,012 $254K
Mutual Advisors, LLC 0.01% New 3,007 $254K
Viewpoint Investment Partners Corp. 0.12% New 3,000 $253K
QSV Equity Investors LLC 0.37% Reduce -4.5% 2,949 $249K
Snowden Capital Advisors LLC 0.01% New 2,946 $249K
Moneta Group Investment Advisors LLC 0.00% Reduce -22.7% 2,945 $248K
Krilogy Financial LLC 0.01% Reduce -55.7% 2,612 $245K
Ade, LLC 0.12% No change 2,887 $244K
IHT Wealth Management, LLC 0.01% Reduce -47.8% 2,879 $243K
STRS Ohio 0.00% Reduce -96.5% 2,866 $242K
AlphaGrep UK Ltd 0.08% — 2,841 $240K
Fulton Bank, N.A. 0.01% Reduce -20.7% 2,839 $239K
Atlantic Union Bankshares Corp 0.00% Reduce -93.0% 2,839 $239K
OneDigital Investment Advisors LLC 0.00% Reduce -8.6% 2,825 $238K
Delta Investment Management, LLC 0.04% Reduce -1.9% 2,808 $237K
Fieldview Capital Management, LLC 0.04% Reduce -90.5% 2,773 $234K
Boothbay Fund Management, LLC 0.01% Reduce -44.4% 2,760 $233K
Park Avenue Securities LLC 0.00% Reduce -47.6% 2,686 $227K
Greenleaf Trust 0.00% Add +28.7% 2,679 $226K
Whetstone Capital Advisors, LLC 0.07% Add +15.2% 2,652 $224K
Arkadios Wealth Advisors 0.00% Add +7.3% 2,646 $223K
Intrust Bank NA 0.02% Reduce -36.2% 2,607 $220K
Jacobi Capital Management LLC 0.01% New 2,597 $219K
Clearstead Advisors, LLC 0.00% Reduce -24.4% 2,589 $218K
GW&K Investment Management, LLC 0.00% Reduce -16.5% 2,567 $217K
Stephens Inc. 0.00% New 2,548 $215K
Bank of Nova Scotia Trust Co. 0.02% Add +19.0% 2,534 $214K
B. Metzler seel. Sohn & Co. AG 0.00% New 2,504 $211K
Profund Advisors LLC 0.01% New 2,463 $208K
denkapparat Operations GmbH 0.11% No change 2,436 $206K
Cibc World Market Inc. 0.00% Reduce -71.6% 2,394 $202K
Exchange Traded Concepts, LLC 0.00% Add +3.8% 2,388 $201K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -71.0% 2,372 $200K
Kestra Advisory Services, LLC 0.00% Reduce -56.3% 2,361 $199K
CIBC Private Wealth Group LLC 0.00% Reduce -44.1% 2,321 $196K
Aviso Financial Inc. 0.01% Reduce -5.3% 2,292 $193K
Farther Finance Advisors, LLC 0.00% Add +43.4% 2,188 $185K
GAMMA Investing LLC 0.01% Add +13.6% 2,124 $179K
UMB Bank, n.a. 0.00% Reduce -2.2% 2,037 $172K
AlphaQuest LLC 0.01% Reduce -81.2% 1,979 $167K
Arax Advisory Partners 0.00% Reduce -98.4% 1,908 $161K
Signaturefd, LLC 0.00% Add +2.3% 1,845 $156K
Fifth Third Bancorp 0.00% Reduce -96.3% 1,824 $154K
Rothschild Investment LLC 0.01% Reduce -11.4% 1,792 $151K
Siemens Fonds Invest GmbH 0.01% No change 1,768 $151K
Westpac Banking Corp. 0.01% Reduce -90.5% 1,682 $142K
IFP Advisors, Inc 0.00% Reduce -5.7% 1,668 $141K
Covestor Ltd 0.07% Add +21.6% 1,500 $127K
Cary Street Partners Investment Advisory LLC 0.03% Add +1.2% 1,486 $125K
Nisa Investment Advisors, LLC 0.00% Add +7180.0% 1,456 $123K
Smartleaf Asset Management LLC 0.00% Reduce -4.4% 1,398 $119K
Hendershot Investments Inc. 0.02% No change 1,400 $118K
Financial Consulate, Inc. 0.02% Reduce -24.5% 1,398 $118K
CENTRAL TRUST Co 0.00% Reduce -37.8% 1,291 $109K
Colonial Trust Co / SC 0.01% Reduce -52.7% 1,262 $106K
Blue Trust, Inc. 0.00% Reduce -76.6% 1,246 $105K
MAI Capital Management 0.00% Reduce -3.9% 1,224 $103K
Assetmark, Inc. 0.00% Reduce -0.3% 1,223 $103K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -13.2% 1,075 $91K
Creative Financial Designs Inc. 0.01% Add +31.9% 987 $83K
Hughes Financial Services, LLC 0.01% Add +7.3% 865 $73K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.7% 858 $72K
Huntington National Bank 0.00% Add +606.7% 841 $71K
Bayforest Capital Ltd 0.05% Reduce -77.7% 826 $70K
Transamerica Financial Advisors, LLC 0.01% Add +82.5% 823 $69K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 800 $67K
Fulcrum Asset Management LLP 0.02% Reduce -2.9% 772 $66K
Armstrong Advisory Group, Inc. 0.00% New 726 $61K
EverSource Wealth Advisors, LLC 0.00% Reduce -76.5% 718 $61K
Global Retirement Partners, LLC 0.00% Add +68.7% 690 $58K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -78.0% 680 $57K
Plato Investment Management Ltd 0.00% Reduce -90.1% 624 $53K
Los Angeles Capital Management LLC 0.00% New 626 $52K
Anchor Investment Management, LLC 0.00% No change 602 $51K
Quent Capital, LLC 0.00% Add +1.5% 542 $46K
CX Institutional 0.00% Add +13.1% 537 $45K
Quarry LP 0.01% Reduce -44.3% 525 $44K
SBI Securities Co., Ltd. 0.00% Reduce -25.8% 517 $44K
AdvisorNet Financial, Inc 0.00% Add +9.8% 503 $42K
CoreCap Advisors, LLC 0.00% Add +1543.3% 493 $42K
McIlrath & Eck, LLC 0.00% New 490 $41K
Quadrant Capital Group LLC 0.00% Reduce -48.3% 461 $39K
Essential Partners LLC 0.01% Reduce -95.5% 426 $36K
Kennebec Savings Bank 0.03% Reduce -8.7% 420 $35K
Bogart Wealth, LLC 0.00% Add +97.6% 405 $34K
Hollencrest Capital Management 0.00% No change 365 $31K
Trust Co. of Toledo NA 0.00% Reduce -4.3% 353 $30K
PenderFund Capital Management Ltd. 0.01% New 350 $30K
Lanark Financial, Inc. 0.00% Add +0.6% 349 $29K
Aventura Private Wealth, LLC 0.01% No change 320 $27K
Ransom Advisory, Ltd 0.01% No change 319 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 315 $27K
Torren Management, LLC 0.01% — 313 $26K
Activest Wealth Management 0.00% Add +141.3% 304 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +2092.3% 285 $24K
Johnson Financial Group, Inc. 0.00% Reduce -53.0% 282 $24K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -98.9% 276 $23K
Chilton Capital Management LLC 0.00% No change 275 $23K
Larson Financial Group LLC 0.00% Reduce -39.5% 262 $22K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 250 $21K
Golden State Wealth Management, LLC 0.00% Reduce -28.6% 242 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.7% 240 $20K
YANKCOM Partnership 0.01% Add +27.8% 230 $19K
SJS Investment Consulting Inc. 0.00% Add +48.3% 224 $19K
WPG Advisers, LLC 0.01% Add +83.2% 218 $18K
Costello Asset Management, INC 0.01% No change 203 $17K
Princeton Global Asset Management LLC 0.00% New 196 $17K
Centerpoint Advisors, LLC 0.00% No change 184 $16K
First Horizon Corp. 0.00% Reduce -16.6% 186 $16K
Evelyn Partners Investment Management LLP 0.00% New 180 $15K
Frazier Financial Advisors, LLC 0.01% No change 175 $15K
Private Trust Co. NA 0.00% Reduce -38.1% 174 $15K
Park Place Capital Corp 0.00% Reduce -70.9% 169 $14K
PFS Partners, LLC 0.01% Add +0.7% 155 $13K
Sunbelt Securities, Inc. 0.00% Reduce -84.8% 151 $13K
Salomon & Ludwin, LLC 0.00% Add +464.0% 141 $13K
Investors Portfolio Services LLC 0.01% — 145 $12K
Cornerstone Planning Group LLC 0.00% Reduce -54.0% 133 $12K
SageView Advisory Group, LLC 0.00% New 141 $12K
Solstein Capital, LLC 0.00% No change 138 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -12.1% 138 $12K
Tradewinds Capital Management, LLC 0.00% No change 130 $11K
Smithfield Trust Co 0.00% No change 121 $10K
Elevation Wealth Partners, LLC 0.00% New 116 $10K
Optima Capital LLC 0.00% New 115 $10K
MCF Advisors LLC 0.00% No change 111 $9K
DV Trading LLC 0.00% — 108 $9K
Fourth Dimension Wealth, LLC 0.00% No change 106 $9K
Clearstead Trust, LLC 0.00% Reduce -45.3% 105 $9K
SouthState Bank Corp 0.00% Add +2000.0% 105 $9K
New England Capital Financial Advisors LLC 0.00% No change 104 $9K
Parkside Financial Bank & Trust 0.00% Add +29.3% 97 $8K
Harbour Investments, Inc. 0.00% Reduce -18.8% 95 $8K
Avion Wealth 0.00% Add +18.5% 96 $8K
True Wealth Design, LLC 0.00% Reduce -87.4% 83 $7K
Private Wealth Asset Management, LLC 0.00% No change 79 $7K
Medallion Wealth Advisors, LLC 0.00% Reduce -25.0% 75 $6K
Manchester Capital Management LLC 0.00% Add +102.7% 75 $6K
Acumen Wealth Advisors, LLC 0.00% — 73 $6K
Pacific Center for Financial Services 0.00% No change 60 $6K
Meeder Asset Management Inc. 0.00% Add +238.1% 71 $6K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 66 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 65 $5K
CVA Family Office, LLC 0.00% Reduce -33.0% 65 $5K
TD Private Client Wealth LLC 0.00% Add +82.9% 64 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +37.0% 63 $5K
St Germain D J Co. Inc. 0.00% No change 62 $5K
Hurley Capital, LLC 0.00% New 61 $5K
Bell Investment Advisors, Inc 0.00% Add +5.3% 60 $5K
IFC & Insurance Marketing, Inc. 0.01% — 65 $5K
Concord Wealth Partners 0.00% No change 58 $5K
Wealth Enhancement Trust Services, Inc. 0.00% — 58 $5K
Vision Retirement, LLC 0.00% — 56 $5K
Basecamp Wealth Advisors LLC 0.00% — 51 $4K
Investors Research Corp 0.00% Reduce -51.9% 51 $4K
MTM Investment Management, LLC 0.00% No change 50 $4K
Scarborough Advisors, LLC 0.00% No change 50 $4K
LFA - Lugano Financial Advisors SA 0.00% No change 48 $4K
Pin Oak Investment Advisors Inc. 0.00% No change 50 $4K
Fortitude Family Office, LLC 0.00% Add +76.0% 44 $4K
Private Wealth Management Group, LLC 0.00% Reduce -33.3% 38 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% New 37 $3K
Root Financial Partners, LLC 0.00% Reduce -70.1% 35 $3K
Bruce G. Allen Investments, LLC 0.00% No change 29 $2K
Strategic Wealth Partners, Ltd. 0.00% No change 29 $2K
Piscataqua Savings Bank 0.00% New 27 $2K
Kozak & Associates, Inc. 0.00% Add +4.8% 22 $2K
Keating Financial Advisory Services, Inc. 0.00% — 24 $2K
Wealth Watch Advisors, INC 0.00% No change 20 $2K
Versant Capital Management, Inc 0.00% Add +11.1% 20 $2K
Spire Wealth Management 0.00% Reduce -47.2% 19 $2K
Bare Financial Services, Inc 0.00% New 18 $2K
Brown Brothers Harriman & Co. 0.00% No change 18 $2K
Rossby Financial, LCC 0.00% New 17 $1K
Cranbrook Wealth Management, LLC 0.00% No change 15 $1K
MV Capital Management, Inc. 0.00% Add +36.4% 15 $1K
Gen-Wealth Partners Inc 0.00% No change 15 $1K
Provenance Wealth Advisors, LLC 0.00% No change 15 $1K
Ares Financial Consulting, LLC 0.00% — 15 $1K
Signature Equity Partners, LLC 0.00% — 14 $1K
HFM Investment Advisors, LLC 0.00% Add +250.0% 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 12 $1K
Zions Bancorporation, National Association 0.00% Reduce -99.1% 12 $1K
Ancora Advisors LLC 0.00% Reduce -36.8% 12 $1K
First PREMIER Bank 0.00% No change 17 $1K
Winthrop Capital Management, LLC 0.00% New 12 $1K
Whipplewood Advisors, LLC 0.00% New 11 $928
Retirement Wealth Solutions LLC 0.00% Add +100.0% 10 $844
Prestige Wealth Management Group LLC 0.00% Reduce -75.0% 10 $844
SWAN Capital LLC 0.00% New 9 $763
Physician Wealth Advisors, Inc. 0.00% Reduce -88.1% 8 $675
Rakuten Securities, Inc. 0.00% Reduce -94.7% 7 $591
Westside Investment Management, Inc. 0.00% Reduce -89.5% 7 $591
Quaker Wealth Management, LLC 0.00% No change 6 $507
Cornerstone Financial Management LLC 0.00% — 6 $506
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $506
Key Financial Inc 0.00% No change 6 $506
United Financial Planning Group LLC 0.00% New 4 $337
Seneschal Advisors, LLC 0.00% No change 3 $254
American Capital Advisory, LLC 0.00% Reduce -40.0% 3 $254
Godfrey Financial Associates, Inc. 0.00% — 3 $253
Elyxium Wealth, LLC 0.00% New 3 $253
Dunhill Financial, LLC 0.00% New 3 $239
1015 Capital Partners, LLC 0.00% — 2 $169
ROSS\JOHNSON & Associates LLC 0.00% New 1 $84
Principia Wealth Advisory, LLC 0.00% Reduce -83.3% 1 $84
Eastern Bank 0.00% Reduce -99.7% 1 $84
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -90.0% 1 $23

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