Booz Allen Hamilton HoldingsBAH
13F holders, Q1 2026 (March 31)556holders −74
69new positions
144sold out
9famous investors
$78.12avg. 13F price*
At the end of Q1 2026, 556 institutions reported holding Booz Allen Hamilton Holdings (BAH) in their 13F filings, down 74 from Q4 2025. 69 opened new positions and 144 sold out. The largest holders were BlackRock, Inc. ($974.2M), Vanguard Portfolio Management LLC ($614.3M) and T. Rowe Price Associates Inc. ($517.6M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $113.1M |
| Exits | 144 | $377.0M |
All 13F filers, Q4 2025 → Q1 2026: 15,268,537 shares bought and 21,573,975 shares sold, net −6,305,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| BlackRock, Inc. | 0.02% | Reduce -7.5% | 12,484,600 | $974.2M |
| Vanguard Portfolio Management LLC | 0.03% | — | 7,872,936 | $614.3M |
| T. Rowe Price Associates Inc. | 0.06% | Add +27.1% | 6,632,924 | $517.6M |
| T. Rowe Price Investment Management, Inc. | 0.32% | Reduce -8.1% | 5,997,188 | $468.0M |
| Vanguard Capital Management LLC | 0.01% | — | 5,397,378 | $421.2M |
| Primecap Management Co. | 0.30% | Add +3.5% | 4,829,798 | $376.9M |
| Morgan Stanley | 0.02% | Reduce -30.6% | 3,829,137 | $298.8M |
| State Street Corp. | 0.01% | Reduce -13.8% | 3,795,886 | $296.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +321.9% | 3,611,449 | $281.8M |
| JPMorgan Chase & Co. | 0.01% | Add +169.0% | 2,803,318 | $221.3M |
| Allspring Global Investments Holdings, LLC | 0.35% | Add +1.8% | 2,590,848 | $208.2M |
| First Trust Advisors LP | 0.15% | Reduce -45.1% | 2,664,538 | $207.9M |
| Black Creek Investment Management Inc. | 11.13% | Add +6.1% | 2,658,367 | $207.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.3% | 2,592,920 | $202.4M |
| Robeco Institutional Asset Management B.V. | 0.22% | Add +23795.0% | 1,986,633 | $155.0M |
| 1832 Asset Management L.P. | 0.19% | Add +15.0% | 1,884,358 | $147.0M |
| Van Eck Associates Corp. | 0.11% | Reduce -8.2% | 1,839,228 | $143.5M |
| Freestone Grove Partners LP | 0.91% | Add +102.1% | 1,605,671 | $125.3M |
| Balyasny Asset Management L.P. | 0.25% | Add +145.3% | 1,535,150 | $119.8M |
| Edmond DE Rothschild Holding S.A. | 1.66% | Reduce -9.8% | 1,472,401 | $114.9M |
| Wellington Management Group LLP | 0.02% | Reduce -7.8% | 1,370,919 | $107.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.6% | 1,352,790 | $105.6M |
| Bank of America Corp. | 0.01% | Add +2.6% | 1,117,280 | $87.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.6% | 1,110,596 | $86.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.8% | 1,012,750 | $79.0M |
| Northern Trust Corp. | 0.01% | Reduce -14.4% | 950,163 | $74.1M |
| Citadel Advisors | 0.05% | Reduce -34.7% | 931,616 | $72.7M |
| Invesco Ltd. | 0.01% | Add +10.9% | 912,075 | $71.2M |
| AQR Capital Management | 0.03% | Reduce -54.1% | 889,589 | $69.4M |
| Causeway Capital Management LLC | 0.82% | Add +116.3% | 857,462 | $66.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 767,132 | $59.9M |
| D'Orazio & Associates, Inc. | 7.28% | Add +0.1% | 720,534 | $56.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.35% | Add +14.6% | 716,550 | $55.9M |
| FMR LLC | 0.00% | Add +20.4% | 590,427 | $46.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -39.9% | 584,918 | $45.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -11.4% | 579,104 | $45.2M |
| Rathbones Group PLC | 0.18% | Reduce -21.0% | 575,565 | $44.9M |
| Orbis Allan Gray Ltd | 0.18% | Reduce -1.6% | 558,577 | $43.6M |
| Captrust Financial Advisors | 0.08% | Add +2.5% | 557,553 | $43.5M |
| Lazard Asset Management LLC | 0.07% | Reduce -5.1% | 524,797 | $40.9M |
| Baron Capital (BAMCO) | 0.12% | Add +8.2% | 507,649 | $39.6M |
| UBS Group AG | 0.01% | Reduce -38.8% | 491,333 | $38.3M |
| Penserra Capital Management LLC | 0.42% | Add +7.9% | 463,138 | $36.1M |
| Defiance ETFs, LLC | 0.51% | Add +5.3% | 452,306 | $35.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -64.0% | 412,687 | $34.8M |
| Citigroup Inc. | 0.02% | Reduce -5.9% | 403,796 | $31.5M |
| TD Asset Management Inc | 0.02% | Reduce -34.2% | 384,600 | $30.0M |
| Barclays PLC | 0.01% | Reduce -3.3% | 384,424 | $30.0M |
| First Manhattan Co. Llc. | 0.08% | Add +3.2% | 353,892 | $27.6M |
| Waters Parkerson & Co., LLC | 1.35% | Reduce -0.9% | 337,673 | $26.3M |
| Legal & General Group Plc | 0.01% | Reduce -37.3% | 337,081 | $26.3M |
| Rhumbline Advisers | 0.02% | Reduce -4.7% | 333,053 | $26.0M |
| ING Groep NV | 0.14% | Add +819.2% | 292,312 | $22.8M |
| Sei Investments Co. | 0.02% | Add +9.5% | 283,549 | $22.1M |
| Principal Financial Group Inc. | 0.01% | Add +4.3% | 271,251 | $21.2M |
| Millennium Management | 0.02% | Add +107.1% | 265,459 | $20.7M |
| DF Dent & Co. Inc. | 0.39% | Reduce -31.3% | 260,522 | $20.3M |
| Gotham Asset Management | 0.06% | Add +73.7% | 259,091 | $20.2M |
| GMO | 0.05% | Add +0.3% | 258,717 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.9% | 254,930 | $19.9M |
| Vident Advisory, LLC | 0.17% | Add +0.0% | 248,516 | $19.4M |
| Swiss National Bank | 0.01% | Reduce -27.3% | 240,100 | $18.7M |
| D. E. Shaw & Co. | 0.02% | Add +87.7% | 239,170 | $18.7M |
| Allianz Asset Management GmbH | 0.02% | Add +198.6% | 239,166 | $18.7M |
| Nuveen, LLC | 0.01% | Reduce -0.4% | 237,323 | $18.5M |
| HSBC Holdings PLC | 0.01% | Add +154.0% | 228,157 | $18.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +207.4% | 230,200 | $18.0M |
| HRT Financial LP | 0.04% | New | 229,679 | $17.9M |
| Copeland Capital Management, LLC | 0.40% | Reduce -26.9% | 228,750 | $17.8M |
| California Public Employees Retirement System | 0.01% | Reduce -29.8% | 228,652 | $17.8M |
| Voya Investment Management LLC | 0.02% | Reduce -1.9% | 220,981 | $17.2M |
| Retirement Systems of Alabama | 0.06% | Add +1.1% | 213,743 | $16.7M |
| FIL Ltd | 0.01% | Reduce -11.7% | 197,771 | $15.4M |
| SG Americas Securities, LLC | 0.02% | Reduce -14.7% | 192,932 | $15.1M |
| Crawford Fund Management, LLC | 4.83% | Add +22.8% | 189,911 | $14.8M |
| Ceredex Value Advisors LLC | 0.45% | Reduce -27.2% | 184,969 | $14.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -62.1% | 183,971 | $14.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +93.0% | 171,988 | $13.4M |
| Prudential Financial Inc. | 0.02% | Add +1178.2% | 168,495 | $13.1M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 162,666 | $13.1M |
| Susquehanna International Group, LLP | 0.02% | Add +256.3% | 167,197 | $13.0M |
| Danske Bank A/S | 0.03% | Add +192.8% | 167,177 | $13.0M |
| Weiss Asset Management LP | 0.33% | New | 165,900 | $12.9M |
| Federated Hermes, Inc. | 0.02% | Reduce -76.6% | 162,036 | $12.6M |
| Bridges Investment Management Inc. | 0.16% | Add +22.6% | 149,109 | $11.6M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -38.5% | 145,883 | $11.4M |
| California State Teachers Retirement System | 0.01% | Reduce -27.7% | 144,921 | $11.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -64.7% | 129,859 | $10.1M |
| Midwest Trust Co | 0.12% | Add +2.5% | 127,381 | $9.9M |
| Isthmus Partners, LLC | 1.04% | Add +8.5% | 127,317 | $9.9M |
| Franklin Resources Inc. | 0.00% | Reduce -16.9% | 124,843 | $9.7M |
| Longaeva Partners L.P. | 0.46% | New | 123,386 | $9.6M |
| Calamos Advisors LLC | 0.05% | Reduce -11.4% | 117,000 | $9.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +41532.3% | 114,905 | $9.0M |
| Deutsche Bank AG | 0.00% | Reduce -75.2% | 109,708 | $8.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.6% | 104,921 | $8.2M |
| Altrinsic Global Advisors LLC | 0.29% | Add +9.7% | 104,248 | $8.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.5% | 101,365 | $7.9M |
| Farmers & Merchants Investments Inc. | 0.21% | Add +4.9% | 99,164 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -6.7% | 96,696 | $7.5M |
| Trexquant Investment LP | 0.05% | New | 96,029 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 93,487 | $7.3M |
| APG Asset Management N.V. | 0.02% | Add +11.1% | 101,850 | $6.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Add +1438.5% | 84,912 | $6.6M |
| Blair William & Co. | 0.02% | Reduce -16.9% | 83,056 | $6.5M |
| State of Wisconsin Investment Board | 0.01% | Add +19.5% | 81,403 | $6.4M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -8.0% | 80,820 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -76.5% | 80,204 | $6.3M |
| Perbak Capital Partners LLP | 1.51% | New | 78,444 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -40.6% | 77,530 | $6.0M |
| Game Creek Capital, LP | 2.32% | Add +116.1% | 77,375 | $6.0M |
| New York State Common Retirement Fund | 0.01% | No change | 76,991 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -49.8% | 74,700 | $5.8M |
| New York State Teachers Retirement System | 0.01% | Add +21.0% | 74,420 | $5.8M |
| Havemeyer Place LP | 0.66% | New | 73,724 | $5.8M |
| Verition Fund Management LLC | 0.06% | Reduce -34.2% | 73,320 | $5.7M |
| Nicholas Company, Inc. | 0.11% | Add +17.4% | 71,175 | $5.6M |
| Westbourne Investment Advisors, Inc. | 1.52% | Add +3.0% | 66,843 | $5.2M |
| Olstein Capital Management, L.P. | 1.12% | New | 66,000 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +104.0% | 65,356 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.5% | 64,706 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.3% | 62,613 | $4.9M |
| Point72 Asset Management | 0.01% | New | 62,488 | $4.9M |
| Illinois Municipal Retirement Fund | 0.06% | Reduce -3.3% | 61,553 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Add +56.1% | 59,733 | $4.7M |
| Rench Wealth Management, Inc. | 1.40% | Add +0.3% | 59,649 | $4.7M |
| Amalgamated Bank | 0.03% | Reduce -0.5% | 57,713 | $4.5M |
| PDT Partners, LLC | 0.26% | New | 56,235 | $4.4M |
| Bank of Nova Scotia | 0.01% | Reduce -74.2% | 54,836 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -31.1% | 54,510 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +87.5% | 53,463 | $4.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -0.2% | 52,125 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.4% | 51,677 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 51,216 | $4.0M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | Reduce -24.8% | 51,096 | $4.0M |
| Sit Investment Associates Inc. | 0.08% | No change | 50,875 | $4.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 48,678 | $3.8M |
| LSV Asset Management | 0.01% | New | 48,300 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +26.5% | 46,722 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -8.4% | 46,214 | $3.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +7176.2% | 45,549 | $3.6M |
| Aquatic Capital Management LLC | 0.10% | Add +110.9% | 45,032 | $3.5M |
| Marshall Wace, LLP | 0.00% | New | 44,680 | $3.5M |
| CX Institutional | 0.11% | Add +8193.1% | 44,534 | $3.5M |
| Continuum Advisory, LLC | 0.33% | Add +30.0% | 44,256 | $3.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 41,983 | $3.3M |
| Jump Financial, LLC | 0.05% | New | 41,714 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -58.8% | 41,494 | $3.2M |
| Prescott Group Capital Management, L.L.C. | 0.31% | No change | 40,289 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +2033.5% | 38,916 | $3.0M |
| Scotia Capital Inc. | 0.01% | Add +20.9% | 38,346 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -60.8% | 37,946 | $3.0M |
| Bank of Montreal | 0.00% | Reduce -14.3% | 37,026 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 37,000 | $2.9M |
| Empowered Funds, LLC | 0.02% | New | 36,580 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Add +4.2% | 35,000 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 34,871 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.3% | 34,822 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -73.2% | 34,523 | $2.7M |
| Quadrature Capital Ltd | 0.03% | New | 33,954 | $2.6M |
| Focus Partners Wealth | 0.00% | Reduce -15.9% | 33,740 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -75.4% | 33,500 | $2.6M |
| Arizona State Retirement System | 0.02% | Reduce -1.4% | 33,347 | $2.6M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | New | 33,148 | $2.6M |
| Tidal Investments LLC | 0.01% | New | 32,722 | $2.6M |
| Bridgewater Associates | 0.01% | Reduce -19.8% | 32,064 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.0% | 31,704 | $2.5M |
| Vaughan David Investments LLC | 0.05% | Reduce -91.7% | 31,693 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 31,131 | $2.4M |
| Clark Estates Inc. | 0.57% | Add +14.6% | 30,550 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 30,215 | $2.4M |
| Roundview Capital LLC | 0.14% | Reduce -12.3% | 29,764 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +877.7% | 29,447 | $2.3M |
| Gateway Investment Advisers LLC | 0.03% | Add +322.6% | 29,184 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -6.5% | 29,000 | $2.3M |
| Tilia Fiduciary Partners, Inc. | 1.22% | Add +9.6% | 28,420 | $2.2M |
| Edgestream Partners, L.P. | 0.07% | Add +5.9% | 28,329 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +5.5% | 27,973 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -61.9% | 28,243 | $2.2M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.03% | — | 27,332 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 27,171 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.5% | 27,017 | $2.1M |
| Xponance LLC | 0.01% | Reduce -13.3% | 26,332 | $2.1M |
| Allstate Corp. | 0.02% | Add +170.9% | 25,660 | $2.0M |
| Paralel Advisors LLC | 0.08% | No change | 25,580 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.3% | 25,331 | $2.0M |
| Sage Rhino Capital LLC | 0.37% | Add +20.8% | 25,309 | $2.0M |
| Bahl & Gaynor LLC | 0.01% | Reduce -25.4% | 25,005 | $2.0M |
| New Mexico Educational Retirement Board | 0.06% | No change | 24,800 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.1% | 24,700 | $1.9M |
| Tredje AP-fonden | 0.01% | Add +119.9% | 23,910 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | New | 23,586 | $1.8M |
| Hilton Capital Management, LLC | 0.14% | Add +15.0% | 23,065 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -60.2% | 22,997 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -5.3% | 22,773 | $1.8M |
| Harvest Investment Advisors, LLC | 0.97% | Add +24.0% | 22,340 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | No change | 22,231 | $1.7M |
| Amundi | 0.00% | Reduce -87.0% | 21,458 | $1.7M |
| Henshaw Capital LLC | 0.06% | Reduce -27.4% | 21,223 | $1.7M |
| Security National Bank of Sioux City Iowa | 0.97% | Add +1.7% | 20,940 | $1.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 20,750 | $1.6M |
| Lord, Abbett & Co. LLC | 0.01% | Add +100.2% | 20,351 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -21.8% | 20,270 | $1.6M |
| Manning & Napier Advisors LLC | 0.02% | Reduce -12.2% | 19,882 | $1.6M |
| Farringdon Capital, Ltd. | 0.34% | New | 19,803 | $1.5M |
| FORA Capital, LLC | 0.11% | Add +38.2% | 19,796 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -59.3% | 19,694 | $1.5M |
| Algert Global LLC | 0.02% | New | 19,630 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.5% | 19,585 | $1.5M |
| Utah Retirement Systems | 0.02% | Reduce -2.7% | 19,442 | $1.5M |
| Nomura Asset Management International Inc. | 0.00% | New | 19,400 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -15.7% | 19,380 | $1.5M |
| Security National Bank of So Dak | 0.72% | Add +7.0% | 19,190 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 18,591 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -91.3% | 18,401 | $1.4M |
| Erste Asset Management GmbH | 0.01% | Add +19.8% | 18,126 | $1.4M |
| XTX Topco Ltd | 0.02% | Add +34.7% | 18,338 | $1.4M |
| Navellier & Associates Inc. | 0.15% | Reduce -2.7% | 18,127 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -94.7% | 17,665 | $1.4M |
| PenderFund Capital Management Ltd. | 0.63% | Add +4934.3% | 17,620 | $1.4M |
| iA Global Asset Management Inc. | 0.02% | New | 17,379 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +307.5% | 16,704 | $1.3M |
| Fiduciary Trust Co | 0.02% | Add +91.2% | 16,621 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -64.9% | 15,934 | $1.3M |
| CSS LLC | 0.20% | Add +38.1% | 16,160 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | No change | 16,065 | $1.3M |
| Callan Family Office, LLC | 0.03% | Add +75.5% | 16,042 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -55.3% | 15,808 | $1.2M |
| ASR Vermogensbeheer N.V. | 0.01% | Add +1.7% | 15,172 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -59.7% | 14,934 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +51.7% | 14,577 | $1.1M |
| Creative Planning | 0.00% | Reduce -50.6% | 14,553 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +0.5% | 14,320 | $1.1M |
| Credit Agricole S A | 0.00% | Reduce -25.0% | 14,093 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +0.5% | 13,996 | $1.1M |
| Jensen Investment Management Inc. | 0.02% | Reduce -15.8% | 13,850 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -40.6% | 13,342 | $1.0M |
| Northwest Bancshares, Inc. | 0.21% | Reduce -56.9% | 13,214 | $1.0M |
| Camelot Portfolios, LLC | 0.77% | Add +10.1% | 13,131 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.7% | 13,003 | $1.0M |
| Knoll Capital Management, LLC | 0.54% | No change | 13,000 | $1.0M |
| Leonteq Securities AG | 0.06% | Reduce -39.1% | 12,636 | $986K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +118.3% | 12,542 | $979K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -31.1% | 12,479 | $974K |
| Kerrisdale Advisers, LLC | 0.37% | Add +31.4% | 12,422 | $969K |
| LMR Partners LLP | 0.01% | New | 12,325 | $962K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -8.3% | 12,256 | $956K |
| Cerity Partners LLC | 0.00% | Reduce -62.8% | 12,107 | $945K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,082 | $943K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -3.6% | 11,828 | $923K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 11,766 | $918K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -7.0% | 11,738 | $916K |
| Neuberger Berman Group LLC | 0.00% | Add +84.4% | 11,600 | $905K |
| Cwm, LLC | 0.00% | Reduce -71.9% | 11,244 | $877K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +4.3% | 13,494 | $872K |
| Studio Investment Management LLC | 0.16% | Add +14.0% | 11,162 | $871K |
| X-Square Capital, LLC | 0.29% | Add +1.8% | 11,116 | $867K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.2% | 10,602 | $827K |
| Jane Street Group, LLC | 0.00% | Add +27.6% | 10,387 | $810K |
| Acadian Asset Management LLC | 0.00% | Reduce -47.3% | 10,398 | $808K |
| Mackenzie Financial Corp. | 0.00% | Add +14.4% | 10,311 | $805K |
| Exchange Traded Concepts, LLC | 0.01% | Add +328.1% | 10,223 | $798K |
| Knollwood Investment Advisory, LLC | 0.08% | No change | 10,000 | $780K |
| Y.D. More Investments Ltd | 0.03% | Reduce -9.3% | 9,866 | $770K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -90.9% | 9,062 | $753K |
| CenterBook Partners LP | 0.04% | New | 9,454 | $738K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.2% | 9,337 | $729K |
| Guggenheim Capital LLC | 0.01% | Reduce -0.9% | 9,027 | $704K |
| Mirabella Financial Services LLP | 0.07% | New | 8,907 | $695K |
| Securian Asset Management, Inc. | 0.03% | No change | 8,840 | $690K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -45.5% | 8,218 | $645K |
| National Pension Service | 0.00% | Reduce -82.7% | 8,174 | $638K |
| OLIO Financial Planning | 0.18% | Add +21.1% | 8,160 | $637K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 8,009 | $625K |
| Bessemer Group Inc. | 0.00% | Reduce -99.3% | 7,756 | $605K |
| Sepio Capital, LP | 0.03% | Reduce -17.6% | 7,683 | $600K |
| A&I Financial Services, LLC | 0.28% | Add +15.8% | 7,555 | $590K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -32.1% | 7,285 | $568K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -44.9% | 7,272 | $567K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +1.5% | 7,203 | $562K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -31.1% | 6,861 | $535K |
| CI Investments Inc. | 0.00% | Reduce -5.4% | 6,827 | $533K |
| Bailard, Inc. | 0.01% | No change | 6,707 | $523K |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 6,597 | $514K |
| ELCO Management Co., LLC | 0.24% | Add +30.0% | 6,500 | $507K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -12.9% | 6,400 | $499K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -87.6% | 6,324 | $493K |
| DNB Asset Management AS | 0.00% | Reduce -73.5% | 6,283 | $490K |
| Quantitative Investment Management, LLC | 0.05% | Reduce -42.0% | 6,212 | $484K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -20.4% | 6,182 | $482K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -46.7% | 6,174 | $482K |
| Banco Santander, S.A. | 0.00% | New | 6,150 | $480K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -52.6% | 6,143 | $479K |
| IHT Wealth Management, LLC | 0.01% | Add +111.8% | 6,099 | $476K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,894 | $460K |
| S&co Inc. | 0.03% | No change | 5,860 | $457K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -22.3% | 5,851 | $457K |
| Acropolis Investment Management, LLC | 0.02% | No change | 5,798 | $452K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -67.7% | 5,776 | $451K |
| Fox Run Management, L.L.C. | 0.08% | Add +1.7% | 5,701 | $450K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.6% | 5,741 | $448K |
| Brevan Howard Capital Management LP | 0.00% | New | 5,705 | $445K |
| Bank Ozk | 0.16% | Reduce -4.3% | 5,682 | $443K |
| D.A. Davidson & Co. | 0.00% | Reduce -43.7% | 5,681 | $443K |
| AdvisorShares Investments LLC | 0.08% | New | 5,650 | $441K |
| SummitTX Capital, L.P. | 0.01% | New | 5,618 | $438K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.3% | 5,614 | $438K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -73.3% | 5,600 | $437K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.5% | 5,562 | $434K |
| Man Group plc | 0.00% | Reduce -79.4% | 5,548 | $433K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.7% | 5,470 | $427K |
| Brooklyn Investment Group | 0.01% | Reduce -20.3% | 5,291 | $413K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +12.7% | 5,258 | $410K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.7% | 5,243 | $409K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -0.5% | 5,149 | $402K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.6% | 5,135 | $401K |
| Ipsen Advisor Group LLC | 0.28% | Add +13.7% | 5,095 | $398K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +46.1% | 5,073 | $396K |
| Twelve Points Wealth Management LLC | 0.09% | Add +21.1% | 4,954 | $387K |
| ProShare Advisors LLC | 0.00% | Reduce -0.6% | 4,836 | $377K |
| AlphaCore Capital LLC | 0.01% | Reduce -6.3% | 4,835 | $377K |
| KPP Advisory Services LLC | 0.05% | Reduce -4.6% | 4,832 | $377K |
| AE Wealth Management LLC | 0.00% | New | 4,762 | $372K |
| Wbi Investments, LLC | 0.10% | New | 4,760 | $371K |
| Millington Securities, LLC | 0.10% | — | 4,760 | $371K |
| Foster & Motley Inc. | 0.02% | Reduce -4.3% | 4,695 | $366K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.5% | 4,554 | $355K |
| Investment Management Corp of Ontario | 0.00% | Reduce -65.0% | 4,484 | $350K |
| GAMMA Investing LLC | 0.02% | Add +106.9% | 4,394 | $343K |
| Trajan Wealth LLC | 0.01% | Add +30.3% | 4,370 | $341K |
| Strive Financial Group ,LLC | 0.18% | No change | 4,349 | $339K |
| MML Investors Services, LLC | 0.00% | Add +9.0% | 4,245 | $331K |
| EntryPoint Capital, LLC | 0.10% | New | 4,173 | $326K |
| CIBC Asset Management Inc | 0.00% | Reduce -27.9% | 4,136 | $323K |
| Shelton Capital Management | 0.01% | New | 4,018 | $314K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +10.3% | 3,992 | $311K |
| Belpointe Asset Management LLC | 0.01% | Add +2.0% | 3,945 | $308K |
| Vestcor Inc | 0.01% | Reduce -43.4% | 3,888 | $303K |
| Viawealth, LLC | 0.17% | Add +1.6% | 3,883 | $303K |
| WINTON GROUP Ltd | 0.01% | New | 3,872 | $302K |
| Two Sigma Securities, LLC | 0.03% | New | 3,834 | $299K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 3,772 | $294K |
| Nomura Holdings Inc. | 0.00% | Reduce -56.5% | 3,757 | $293K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -59.7% | 3,708 | $289K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,705 | $289K |
| KBC Group NV | 0.00% | Reduce -61.1% | 3,635 | $284K |
| Applied Finance Capital Management, LLC | 0.02% | Add +0.7% | 3,601 | $281K |
| Commerce Bank | 0.00% | New | 3,564 | $278K |
| Allworth Financial LP | 0.00% | Reduce -8.2% | 3,546 | $277K |
| North Dakota State Investment Board | 0.01% | Reduce -18.3% | 3,497 | $273K |
| Oak Thistle LLC | 0.03% | Reduce -72.2% | 3,473 | $271K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -17.1% | 3,403 | $266K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -34.1% | 3,398 | $265K |
| Fortune Financial Advisors, LLC | 0.13% | Reduce -1.0% | 3,390 | $265K |
| Viewpoint Investment Partners Corp. | 0.12% | Add +53.3% | 4,600 | $263K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -7.2% | 3,324 | $259K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -89.6% | 3,319 | $259K |
| Whetstone Capital Advisors, LLC | 0.10% | Add +24.7% | 3,307 | $258K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 3,199 | $250K |
| World Investment Advisors | 0.00% | Reduce -5.5% | 3,139 | $245K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +5.4% | 3,104 | $242K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,069 | $239K |
| Engineers Gate Manager LP | 0.00% | New | 3,063 | $239K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -38.4% | 3,029 | $236K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 2,977 | $232K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,968 | $232K |
| Fulton Bank, N.A. | 0.01% | Add +3.7% | 2,944 | $230K |
| Twin Tree Management, LP | 0.05% | New | 2,938 | $229K |
| Procyon Advisors, LLC | 0.01% | Reduce -30.6% | 2,935 | $229K |
| QRG Capital Management, Inc. | 0.00% | Reduce -9.4% | 2,930 | $229K |
| Ade, LLC | 0.11% | No change | 2,887 | $225K |
| Cresset Asset Management, LLC | 0.00% | Reduce -8.1% | 2,868 | $224K |
| STRS Ohio | 0.00% | Reduce -0.2% | 2,861 | $223K |
| Hunter Perkins Capital Management, LLC | 0.05% | New | 2,855 | $223K |
| XML Financial, LLC | 0.02% | New | 2,822 | $220K |
| Sagewood Asset Management LP | 0.07% | New | 2,787 | $217K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -9.5% | 2,782 | $217K |
| Simplex Trading, LLC | 0.01% | New | 2,742 | $214K |
| Merit Financial Group, LLC | 0.00% | Reduce -42.5% | 2,671 | $208K |
| State of Wyoming | 0.02% | Reduce -46.1% | 2,663 | $208K |
| Jacobi Capital Management LLC | 0.01% | Add +0.4% | 2,607 | $203K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,358 | $184K |
| Macquarie Group Ltd. | 0.00% | Reduce -81.0% | 2,344 | $183K |
| Aviso Financial Inc. | 0.01% | Reduce -3.0% | 2,224 | $174K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -25.9% | 2,104 | $164K |
| National Bank of Canada | 0.00% | Reduce -95.3% | 1,790 | $139K |
| Arax Advisory Partners | 0.00% | Reduce -7.4% | 1,766 | $137K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -95.7% | 1,721 | $134K |
| Sterling Capital Management LLC | 0.00% | Reduce -99.6% | 1,539 | $120K |
| GW&K Investment Management, LLC | 0.00% | Reduce -41.8% | 1,493 | $117K |
| Mather Group, Llc. | 0.00% | New | 1,444 | $113K |
| Hendershot Investments Inc. | 0.01% | No change | 1,400 | $109K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,354 | $106K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.0% | 1,268 | $102K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -13.5% | 1,260 | $98K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.7% | 1,231 | $96K |
| MAI Capital Management | 0.00% | Reduce -9.3% | 1,110 | $87K |
| IFP Advisors, Inc | 0.00% | Reduce -33.9% | 1,103 | $86K |
| Assetmark, Inc. | 0.00% | Reduce -10.1% | 1,100 | $86K |
| UMB Bank, n.a. | 0.00% | Reduce -46.6% | 1,088 | $85K |
| Signaturefd, LLC | 0.00% | Reduce -42.2% | 1,067 | $83K |
| Westpac Banking Corp. | 0.01% | Reduce -43.0% | 959 | $75K |
| Covestor Ltd | 0.05% | Reduce -40.7% | 890 | $70K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -17.4% | 888 | $69K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +0.1% | 859 | $67K |
| Fulcrum Asset Management LLP | 0.01% | Add +8.8% | 840 | $66K |
| Quadrant Capital Group LLC | 0.00% | Add +76.4% | 813 | $63K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -3.3% | 796 | $62K |
| Hughes Financial Services, LLC | 0.01% | Reduce -17.5% | 714 | $56K |
| Walleye Capital LLC | 0.00% | Reduce -92.8% | 712 | $56K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Reduce -97.9% | 664 | $52K |
| Plato Investment Management Ltd | 0.00% | No change | 624 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 613 | $48K |
| Axiom Investment Management LLC | 0.03% | — | 559 | $44K |
| Financial Consulate, Inc. | 0.01% | Reduce -60.5% | 552 | $43K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.5% | 540 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.5% | 535 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 493 | $38K |
| Kennebec Savings Bank | 0.03% | Add +9.5% | 460 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.8% | 459 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -65.1% | 435 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -99.7% | 429 | $33K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.0% | 393 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 365 | $28K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 352 | $27K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 335 | $26K |
| Aventura Private Wealth, LLC | 0.01% | No change | 320 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 315 | $25K |
| Ancora Advisors LLC | 0.00% | Add +2525.0% | 315 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +212.6% | 297 | $23K |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.1% | 296 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -1.1% | 282 | $22K |
| Rothschild Investment LLC | 0.00% | Reduce -84.3% | 282 | $22K |
| Chilton Capital Management LLC | 0.00% | No change | 275 | $21K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 250 | $20K |
| Quent Capital, LLC | 0.00% | Reduce -54.6% | 246 | $19K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -13.1% | 245 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.8% | 244 | $19K |
| YANKCOM Partnership | 0.01% | No change | 230 | $18K |
| Essential Partners LLC | 0.01% | Reduce -46.5% | 228 | $18K |
| Highline Wealth Partners LLC | 0.00% | New | 228 | $18K |
| Root Financial Partners, LLC | 0.00% | Add +548.6% | 227 | $18K |
| Activest Wealth Management | 0.00% | Reduce -26.3% | 224 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | New | 208 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -18.7% | 213 | $17K |
| Clearstead Advisors, LLC | 0.00% | Reduce -91.8% | 213 | $17K |
| Costello Asset Management, INC | 0.01% | No change | 203 | $16K |
| Princeton Global Asset Management LLC | 0.00% | No change | 196 | $15K |
| Clearstead Trust, LLC | 0.00% | Add +77.1% | 186 | $15K |
| Centerpoint Advisors, LLC | 0.00% | No change | 184 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 175 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -87.8% | 170 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Add +12.6% | 170 | $13K |
| Investors Portfolio Services LLC | 0.01% | Add +15.9% | 168 | $13K |
| CVA Family Office, LLC | 0.00% | Add +150.8% | 163 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +60.8% | 156 | $12K |
| PFS Partners, LLC | 0.01% | Add +0.7% | 156 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -33.9% | 144 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 130 | $10K |
| Smithfield Trust Co | 0.00% | No change | 121 | $10K |
| True Wealth Design, LLC | 0.00% | Add +48.2% | 123 | $10K |
| Quarry LP | 0.00% | Reduce -76.6% | 123 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -8.3% | 122 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +78.1% | 114 | $9K |
| MCF Advisors LLC | 0.00% | No change | 111 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 106 | $8K |
| Investors Research Corp | 0.00% | Add +107.8% | 106 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 104 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +37.3% | 103 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.4% | 103 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -57.9% | 101 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1150.0% | 100 | $8K |
| SouthState Bank Corp | 0.00% | Reduce -6.7% | 98 | $8K |
| First Horizon Corp. | 0.00% | Reduce -50.5% | 92 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -1.3% | 78 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 75 | $6K |
| Meeder Asset Management Inc. | 0.00% | Add +5.6% | 75 | $6K |
| Anchor Investment Management, LLC | 0.00% | Reduce -88.9% | 67 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 66 | $5K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -63.3% | 66 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 65 | $5K |
| Huntington National Bank | 0.00% | Reduce -92.3% | 65 | $5K |
| Avion Wealth | 0.00% | Reduce -28.1% | 69 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -71.9% | 63 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 62 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 61 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +154.2% | 61 | $5K |
| Pacific Center for Financial Services | 0.00% | No change | 60 | $5K |
| Sachetta, LLC | 0.00% | New | 58 | $5K |
| Vision Retirement, LLC | 0.00% | No change | 56 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 50 | $4K |
| Park Place Capital Corp | 0.00% | Reduce -69.8% | 51 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 50 | $4K |
| Scarborough Advisors, LLC | 0.00% | No change | 50 | $4K |
| EFG International AG | 0.00% | New | 50 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +172.2% | 49 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +140.0% | 48 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +6.8% | 47 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -9.8% | 46 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -27.0% | 46 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 44 | $3K |
| Elequin Capital, LP | 0.00% | New | 39 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -36.7% | 38 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -2.6% | 37 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -5.4% | 35 | $3K |
| Spire Wealth Management | 0.00% | Add +73.7% | 33 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +190.9% | 32 | $2K |
| Torren Management, LLC | 0.00% | Reduce -90.1% | 31 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 29 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 29 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 27 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -97.4% | 26 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -98.3% | 25 | $2K |
| Horizon Investments, LLC | 0.00% | New | 24 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 22 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 21 | $2K |
| NBT Bank, N.A. | 0.00% | New | 19 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Add +80.0% | 18 | $1K |
| Private Trust Co. NA | 0.00% | Reduce -89.7% | 18 | $1K |
| Heritage Wealth Advisors | 0.00% | New | 18 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 17 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -41.4% | 17 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -85.3% | 17 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +41.7% | 17 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -5.6% | 17 | $1K |
| Evergreen Advisors, LLC | 0.00% | New | 16 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 15 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 15 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 15 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +1400.0% | 15 | $1K |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 15 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 14 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -13.3% | 13 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 12 | $1K |
| First PREMIER Bank | 0.00% | No change | 17 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +300.0% | 12 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 12 | $936 |
| Zions Bancorporation, National Association | 0.00% | No change | 12 | $936 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 10 | $780 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -10.0% | 9 | $703 |
| SHP Wealth Management | 0.00% | New | 9 | $702 |
| Kilter Group LLC | 0.00% | New | 7 | $547 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -50.0% | 7 | $546 |
| Westside Investment Management, Inc. | 0.00% | No change | 7 | $546 |
| Key Financial Inc | 0.00% | No change | 6 | $468 |
| Operose Advisors LLC | 0.00% | New | 5 | $390 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 3 | $234 |
| Rakuten Securities, Inc. | 0.00% | Reduce -57.1% | 3 | $234 |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 2 | $157 |
| Curio Wealth, LLC | 0.00% | New | 2 | $156 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $79 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -83.3% | 1 | $79 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $78 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $78 |
"% of holder's portfolio" is BAH's weight in each manager's 13F, not the share of Booz Allen Hamilton Holdings the manager owns.