Bread Financial HoldingsBFH
13F holders, Q1 2024 (March 31)278holders
7famous investors
$37.45avg. 13F price*
At the end of Q1 2024, 278 institutions reported holding Bread Financial Holdings Inc. (BFH) in their 13F filings. The largest holders were Vanguard Group Inc. ($217.8M), Turtle Creek Asset Management Inc. ($183.5M) and BlackRock Inc. ($180.2M). 7 famous investors held it, including Bill Miller (6.5% of Miller Value Partners's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Bread Financial Holdings Inc.
- CUSIP
- 018581108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $31.4M |
| Exits | 37 | $86.7M |
Ownership 278 holders
| Vanguard Group Inc. | 0.00% | Add +3.8% | 5,847,645 | $217.8M |
| Turtle Creek Asset Management Inc. | 4.48% | Reduce -9.6% | 4,927,961 | $183.5M |
| BlackRock Inc. | 0.00% | Reduce -0.4% | 4,839,075 | $180.2M |
| Wellington Management Group LLP | 0.02% | Add +48.2% | 3,123,867 | $116.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.4% | 3,102,917 | $115.6M |
| State Street Corp. | 0.00% | Add +2.0% | 1,985,929 | $74.0M |
| HSBC Holdings PLC | 0.04% | Add +3.0% | 1,663,596 | $62.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +1346.2% | 922,545 | $45.6M |
| Victory Capital Management Inc. | 0.04% | Add +394.8% | 1,177,892 | $43.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 1,095,723 | $40.8M |
| Millennium Management | 0.03% | Add +5431.1% | 1,052,727 | $39.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +9.0% | 959,353 | $35.7M |
| American Century Companies Inc. | 0.02% | Add +30.3% | 949,167 | $35.3M |
| Macquarie Group Ltd. | 0.04% | Reduce -18.6% | 911,523 | $33.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.3% | 866,177 | $32.3M |
| Morgan Stanley | 0.00% | Reduce -38.7% | 844,332 | $31.4M |
| Franklin Resources Inc. | 0.01% | Add +544.4% | 752,466 | $28.0M |
| Deutsche Bank AG | 0.01% | Reduce -6.4% | 736,651 | $27.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.5% | 709,064 | $26.4M |
| Pzena Investment Management LLC | 0.09% | Reduce -12.7% | 704,743 | $26.2M |
| Bridgeway Capital Management, LLC | 0.41% | Add +2.3% | 540,253 | $20.1M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 524,850 | $19.5M |
| Neuberger Berman Group LLC | 0.02% | Add +7.8% | 488,830 | $18.2M |
| Jacobs Levy Equity Management, Inc. | 0.08% | Add +86.2% | 485,113 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.8% | 453,091 | $16.9M |
| BNP Paribas Financial Markets | 0.02% | Add +24.7% | 438,744 | $16.3M |
| Norges Bank | 0.00% | Reduce -7.8% | 401,894 | $15.0M |
| LSV Asset Management | 0.03% | Reduce -0.3% | 393,930 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -2.5% | 386,867 | $14.4M |
| Bank of Montreal | 0.00% | Add +12.2% | 348,008 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +24.1% | 346,755 | $12.9M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -15.8% | 330,080 | $12.3M |
| Mizuho Markets Americas LLC | 0.31% | Reduce -3.0% | 303,561 | $11.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -3.6% | 295,103 | $11.0M |
| Thompson Investment Management, Inc. | 1.50% | Reduce -0.2% | 266,109 | $9.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 256,142 | $9.5M |
| Point72 Asset Management | 0.03% | Add +16.6% | 255,276 | $9.5M |
| Miller Value Partners | 6.54% | Reduce -17.3% | 254,770 | $9.5M |
| Bank of America Corp. | 0.00% | Add +68.7% | 229,124 | $8.5M |
| Prudential Financial Inc. | 0.01% | Reduce -11.4% | 223,120 | $8.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -34.2% | 220,486 | $8.2M |
| Storebrand Asset Management As | 0.03% | No change | 209,475 | $7.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Add +18.4% | 208,163 | $7.8M |
| AQR Capital Management | 0.01% | Reduce -15.5% | 193,226 | $7.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +10.6% | 190,826 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 186,589 | $6.9M |
| Brooktree Capital Management | 4.73% | Add +19.5% | 164,611 | $6.1M |
| Rhumbline Advisers | 0.01% | Reduce -2.6% | 164,489 | $6.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +259.1% | 163,030 | $6.1M |
| Empowered Funds, LLC | 0.11% | Add +8.1% | 162,953 | $6.1M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 142,290 | $5.3M |
| Allianz Asset Management GmbH | 0.01% | Add +153.9% | 140,543 | $5.2M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -0.7% | 137,207 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.9% | 135,618 | $5.1M |
| First Trust Advisors LP | 0.01% | Add +20.5% | 132,512 | $4.9M |
| Royce & Associates LP | 0.04% | Add +17.6% | 125,155 | $4.7M |
| Denali Advisors LLC | 1.26% | Reduce -24.9% | 115,174 | $4.3M |
| Renaissance Technologies | 0.01% | New | 111,542 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Add +27.2% | 108,500 | $4.0M |
| UBS Group AG | 0.00% | Add +125.6% | 101,745 | $3.8M |
| Public Sector Pension Investment Board | 0.03% | Reduce -1.2% | 101,114 | $3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -5.5% | 98,345 | $3.7M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 97,323 | $3.6M |
| Pacifica Capital Investments, LLC | 1.02% | Reduce -17.7% | 88,585 | $3.3M |
| Kize Capital LP | 2.81% | Reduce -65.7% | 88,182 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +2.8% | 87,552 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +10.9% | 85,202 | $3.2M |
| Sei Investments Co. | 0.00% | Add +58.5% | 84,317 | $3.1M |
| Credit Suisse AG/ | 0.00% | Add +0.2% | 78,592 | $2.9M |
| Exchange Traded Concepts, LLC | 0.08% | Add +291.2% | 77,840 | $2.9M |
| Courant Investment Management LLC | 2.23% | No change | 72,000 | $2.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 70,716 | $2.6M |
| Capital Fund Management S.A. | 0.03% | Reduce -42.1% | 69,304 | $2.6M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 68,286 | $2.5M |
| HST Ventures, LLC | 1.00% | New | 66,417 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.11% | New | 65,337 | $2.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -73.1% | 64,000 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -31.6% | 62,324 | $2.3M |
| AXA S.A. | 0.01% | Reduce -13.8% | 59,448 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.3% | 58,539 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 55,914 | $2.1M |
| Trexquant Investment LP | 0.04% | Add +110.0% | 52,202 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -6.3% | 51,551 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 51,164 | $1.9M |
| Barclays PLC | 0.00% | Reduce -44.5% | 51,152 | $1.9M |
| Capstone Investment Advisors, LLC | 0.06% | No change | 47,500 | $1.8M |
| Texas Permanent School Fund Corp. | 0.01% | Add +1.7% | 43,174 | $1.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 43,004 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 42,796 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | New | 41,503 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -22.4% | 40,881 | $1.5M |
| Walleye Capital LLC | 0.02% | Add +462.0% | 37,610 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | New | 35,911 | $1.3M |
| CenterBook Partners LP | 0.09% | Add +199.7% | 35,824 | $1.3M |
| WINTON GROUP Ltd | 0.09% | Reduce -43.1% | 35,472 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -86.3% | 34,690 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 34,017 | $1.3M |
| Semanteon Capital Management, LP | 0.81% | New | 34,009 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 33,782 | $1.3M |
| Engineers Gate Manager LP | 0.03% | New | 31,608 | $1.2M |
| Martingale Asset Management L P | 0.02% | New | 31,195 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -8.9% | 30,751 | $1.1M |
| Corton Capital Inc. | 0.41% | Add +75.5% | 30,249 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.9% | 30,052 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +17.8% | 30,033 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.1% | 28,686 | $1.1M |
| Jump Financial, LLC | 0.03% | New | 28,421 | $1.1M |
| Guggenheim Capital LLC | 0.01% | New | 27,081 | $1.0M |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 26,790 | $998K |
| Massachusetts Financial Services Co. | 0.00% | New | 26,605 | $991K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +21.1% | 26,966 | $987K |
| Capula Management Ltd | 0.03% | Reduce -15.9% | 26,044 | $970K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.6% | 25,976 | $967K |
| Yousif Capital Management, LLC | 0.01% | Reduce -8.5% | 25,927 | $966K |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.1% | 25,476 | $949K |
| Holocene Advisors, LP | 0.00% | Reduce -59.3% | 25,176 | $938K |
| ClearAlpha Technologies LP | 0.40% | Reduce -38.4% | 25,108 | $935K |
| State of Wisconsin Investment Board | 0.00% | Reduce -54.1% | 24,647 | $918K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.2% | 24,400 | $909K |
| State of Tennessee, Department of Treasury | 0.00% | Add +43.0% | 24,227 | $902K |
| Vista Investment Management | 0.36% | Reduce -4.9% | 24,034 | $895K |
| Inspire Investing, LLC | 0.09% | New | 23,991 | $893K |
| LPL Financial LLC | 0.00% | Add +158.4% | 23,046 | $858K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.2% | 22,994 | $856K |
| Comerica Bank | 0.00% | Reduce -8.8% | 22,947 | $855K |
| Cubic Asset Management, LLC | 0.20% | No change | 22,212 | $827K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.4% | 22,087 | $823K |
| Janus Henderson Group PLC | 0.00% | No change | 21,493 | $800K |
| Voya Investment Management LLC | 0.00% | Reduce -37.0% | 21,226 | $790K |
| Nierenberg Investment Management Company, LLC | 0.46% | No change | 21,210 | $790K |
| Mork Capital Management, LLC | 0.57% | No change | 20,400 | $760K |
| STRS Ohio | 0.00% | Add +53.9% | 19,700 | $733K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 18,940 | $705K |
| Algert Global LLC | 0.03% | No change | 18,260 | $680K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 17,992 | $670K |
| Sigma Planning Corp | 0.02% | New | 17,618 | $656K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 17,249 | $642K |
| Unison Advisors LLC | 0.06% | Add +0.6% | 17,172 | $639K |
| Jennison Associates LLC | 0.00% | New | 16,956 | $631K |
| Carolina Wealth Advisors, LLC | 0.34% | Reduce -0.2% | 16,808 | $626K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.9% | 21,846 | $623K |
| Gsa Capital Partners LLP | 0.05% | New | 16,721 | $623K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,255 | $605K |
| Amundi | 0.00% | Reduce -84.5% | 18,166 | $603K |
| Entropy Technologies, LP | 0.06% | Reduce -55.7% | 16,045 | $598K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -7.3% | 15,693 | $584K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,929 | $584K |
| Amalgamated Bank | 0.00% | Reduce -15.1% | 15,388 | $573K |
| Radnor Capital Management, LLC | 0.10% | No change | 15,125 | $563K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 14,986 | $558K |
| Numerai GP LLC | 0.23% | New | 14,320 | $533K |
| Arizona State Retirement System | 0.00% | Reduce -3.4% | 13,557 | $505K |
| Aristeia Capital, L.L.C. | 0.03% | New | 13,465 | $501K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.3% | 13,242 | $493K |
| Hantz Financial Services, Inc. | 0.01% | Add +349.9% | 12,895 | $480K |
| Oracle Alpha Inc. | 0.85% | Add +69.1% | 12,750 | $475K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -72.7% | 12,628 | $470K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 12,600 | $469K |
| US Bancorp \de | 0.00% | Reduce -13.3% | 12,275 | $457K |
| Cibc World Market Inc. | 0.00% | Reduce -56.4% | 11,698 | $436K |
| Teacher Retirement System of Texas | 0.00% | New | 11,624 | $433K |
| CSS LLC | 0.10% | Add +27.9% | 11,332 | $422K |
| Shell Asset Management Co. | 0.02% | Reduce -9.2% | 9,328 | $416K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 11,131 | $414K |
| Harbor Capital Advisors, Inc. | 0.05% | New | 10,739 | $400K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 10,653 | $397K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.5% | 10,461 | $390K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -11.4% | 12,762 | $387K |
| UniSuper Management Pty Ltd | 0.00% | New | 10,276 | $383K |
| ProShare Advisors LLC | 0.00% | Add +7.4% | 10,011 | $373K |
| DGS Capital Management, LLC | 0.10% | New | 9,876 | $368K |
| Alps Advisors Inc. | 0.00% | New | 9,520 | $355K |
| JBF Capital, Inc. | 0.06% | Reduce -5.0% | 9,500 | $354K |
| Lazard Asset Management LLC | 0.00% | Add +67.6% | 9,467 | $351K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -8.6% | 9,285 | $346K |
| Jefferies Financial Group Inc. | 0.01% | Add +16.0% | 9,139 | $340K |
| Graham Capital Management, L.P. | 0.02% | New | 9,105 | $339K |
| Marshall Wace, LLP | 0.00% | Reduce -91.5% | 9,100 | $339K |
| Quadrature Capital Ltd | 0.01% | Reduce -65.0% | 9,099 | $339K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.3% | 9,079 | $338K |
| Versor Investments LP | 0.07% | Reduce -48.5% | 8,936 | $333K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 8,499 | $317K |
| First Hawaiian Bank | 0.01% | No change | 8,479 | $316K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 8,303 | $309K |
| Handelsbanken Fonder AB | 0.00% | No change | 8,000 | $298K |
| Logan Capital Management Inc. | 0.01% | No change | 8,000 | $298K |
| Bokf, NA | 0.01% | Add +234.1% | 7,725 | $278K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +93.6% | 7,300 | $272K |
| GTS Securities LLC | 0.01% | New | 7,060 | $263K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.6% | 6,943 | $261K |
| Factorial Partners, LLC | 0.15% | New | 7,000 | $261K |
| Praxis Investment Management Inc. | 0.02% | New | 6,590 | $245K |
| Leonteq Securities AG | 0.03% | Reduce -26.0% | 6,562 | $244K |
| Pictet Asset Management Holding SA | 0.00% | New | 6,422 | $239K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.1% | 6,286 | $234K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Reduce -6.3% | 6,111 | $228K |
| Pathstone Holdings, LLC | 0.00% | New | 6,080 | $226K |
| Range Financial Group LLC | 0.10% | Reduce -75.8% | 5,399 | $201K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,243 | $189K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,018 | $187K |
| Quantbot Technologies LP | 0.01% | Reduce -20.9% | 4,530 | $169K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 4,287 | $160K |
| SG Americas Securities, LLC | 0.00% | New | 4,069 | $152K |
| Vestcor Inc | 0.00% | No change | 3,742 | $139K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.2% | 3,620 | $135K |
| FMR LLC | 0.00% | Add +28.9% | 3,424 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.5% | 3,048 | $114K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 2,700 | $101K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -9.6% | 2,631 | $98K |
| Covestor Ltd | 0.06% | Reduce -0.5% | 2,539 | $95K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +22.2% | 1,760 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +140.0% | 1,711 | $64K |
| Acadian Asset Management LLC | 0.00% | Reduce -57.7% | 1,626 | $60K |
| KBC Group NV | 0.00% | Reduce -6.3% | 1,545 | $58K |
| Point72 (DIFC) Ltd | 0.00% | — | 1,324 | $49K |
| Pinnacle Holdings, LLC | 0.02% | Reduce -50.0% | 1,261 | $47K |
| National Bank of Canada | 0.00% | Reduce -52.9% | 1,138 | $46K |
| Bessemer Group Inc. | 0.00% | Reduce -91.3% | 1,194 | $44K |
| Cwm, LLC | 0.00% | Add +22.8% | 1,158 | $43K |
| Headlands Technologies LLC | 0.01% | New | 892 | $33K |
| Frazier Financial Advisors, LLC | 0.03% | Add +49.2% | 867 | $32K |
| Eukles Asset Management | 0.01% | Add +0.2% | 861 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 629 | $23K |
| GAMMA Investing LLC | 0.00% | Add +15.7% | 620 | $23K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.5% | 518 | $19K |
| Versant Capital Management, Inc | 0.01% | Add +2.1% | 478 | $18K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -8.7% | 409 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 376 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | New | 370 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 293 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -0.4% | 276 | $10K |
| Elequin Capital, LP | 0.01% | Add +236.3% | 269 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.1% | 242 | $9K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 208 | $8K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 200 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 196 | $7K |
| Mather Group, Llc. | 0.00% | New | 180 | $6K |
| Quarry LP | 0.00% | New | 156 | $6K |
| Quent Capital, LLC | 0.00% | Reduce -24.1% | 142 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.8% | 139 | $5K |
| Fifth Third Bancorp | 0.00% | Reduce -41.4% | 130 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +17.0% | 110 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -26.4% | 92 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 83 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 80 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -54.4% | 78 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 68 | $3K |
| Red Tortoise LLC | 0.00% | No change | 60 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.1% | 59 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -42.6% | 58 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.2% | 52 | $2K |
| Signaturefd, LLC | 0.00% | Add +34.3% | 47 | $2K |
| Principal Securities, Inc. | 0.00% | Add +87.5% | 45 | $2K |
| WealthCollab, LLC | 0.00% | New | 43 | $2K |
| Sachetta, LLC | 0.00% | No change | 48 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $1K |
| Allworth Financial LP | 0.00% | No change | 36 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -99.2% | 34 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 33 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 27 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 26 | $978 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $969 |
| ClariVest Asset Management LLC | 0.00% | No change | 21 | $782 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 17 | $633 |
| Truvestments Capital LLC | 0.00% | No change | 15 | $547 |
| Parkside Financial Bank & Trust | 0.00% | No change | 14 | $522 |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 14 | $521 |
| Caitlin John, LLC | 0.00% | No change | 12 | $447 |
| Avior Wealth Management, LLC | 0.00% | New | 10 | $372 |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $336 |
| Abound Wealth Management | 0.00% | Reduce -30.0% | 7 | $261 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 6 | $224 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.0% | 6 | $224 |
| Rothschild Investment LLC | 0.00% | New | 5 | $186 |
| CENTRAL TRUST Co | 0.00% | No change | 4 | $149 |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $112 |
| Eagle Bay Advisors LLC | 0.00% | No change | 1 | $32 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is BFH's weight in each manager's 13F, not the share of Bread Financial Holdings Inc. the manager owns.