Bj's Wholesale Club HoldingsBJ

13F holders, Q1 2025 (March 31)
631holders +65
117new positions
55sold out
8famous investors
$114.24avg. 13F price*

At the end of Q1 2025, 631 institutions reported holding Bj's Wholesale Club Holdings (BJ) in their 13F filings, up 65 from Q4 2024. 117 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($1.5B), FMR LLC ($1.5B) and BlackRock, Inc. ($1.3B). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Lee Ainslie (0.1% of Maverick Capital's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Bj's Wholesale Club Holdings
Filed as
BJS WHSL CLUB HLDGS INC (Q1 2025)
CUSIP
05550J101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 480Q1 2024Q2 2024: 510Q2 2024Q3 2024: 519Q3 2024Q4 2024: 566Q4 2024Q1 2025: 631Q1 2025Q2 2025: 645Q2 2025Q3 2025: 608Q3 2025Q4 2025: 626Q4 2025Q1 2026: 627Q1 2026Q2 2026: 639Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions117$421.7M
Exits55$121.6M

All 13F filers, Q4 2024 → Q1 2025: 14,953,501 shares bought and 14,817,070 shares sold, net +136,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 631 holders

Vanguard Group Inc. 0.03% Reduce -0.2% 13,122,196 $1.5B
FMR LLC 0.10% Reduce -9.0% 13,084,657 $1.5B
BlackRock, Inc. 0.03% Reduce -0.4% 11,611,973 $1.3B
Franklin Resources Inc. 0.19% Add +6.1% 5,591,170 $638.0M
Amundi 0.21% Reduce -12.2% 4,843,989 $573.6M
Kayne Anderson Rudnick Investment Management LLC 1.22% Add +0.8% 4,366,509 $498.2M
Bessemer Group Inc. 0.86% Add +65.9% 4,186,760 $477.7M
State Street Corp. 0.02% Add +0.2% 4,166,669 $475.4M
Morgan Stanley 0.03% Reduce -28.5% 3,601,185 $410.9M
Massachusetts Financial Services Co. 0.12% Add +29.8% 3,228,685 $368.4M
Bank of New York Mellon Corp 0.07% Add +199.7% 2,986,494 $340.8M
Victory Capital Management Inc. 0.35% Reduce -44.3% 2,946,356 $336.2M
River Road Asset Management, LLC 3.81% Reduce -11.9% 2,456,667 $280.3M
Geode Capital Management, LLC 0.02% Add +4.9% 2,323,389 $265.2M
Clearbridge Investments, LLC 0.21% Reduce -9.0% 2,121,155 $242.0M
JPMorgan Chase & Co. 0.02% Reduce -30.0% 1,800,042 $205.4M
Select Equity Group, L.P. 0.89% Add +1230.1% 1,739,337 $198.5M
Bank of America Corp. 0.02% Add +30.0% 1,702,504 $194.3M
Norges Bank 0.03% Add +11.1% 1,683,309 $192.1M
Fiduciary Management Inc. 1.85% Reduce -16.6% 1,674,420 $191.1M
Alliancebernstein L.P. 0.06% Add +0.7% 1,534,337 $175.1M
Dimensional Fund Advisors LP 0.04% Add +0.6% 1,401,094 $159.8M
Goldman Sachs Group Inc. 0.03% Add +6.0% 1,368,149 $156.1M
Invesco Ltd. 0.03% Add +63.0% 1,356,291 $154.8M
AQR Capital Management 0.14% Add +195.6% 1,198,084 $136.0M
Principal Financial Group Inc. 0.08% Reduce -5.0% 1,179,436 $134.6M
Wellington Management Group LLP 0.02% Add +449.6% 1,126,001 $128.5M
Capital International Investors 0.02% No change 1,106,224 $126.2M
Northern Trust Corp. 0.02% Reduce -4.5% 1,098,238 $125.3M
Lord, Abbett & Co. LLC 0.45% Reduce -25.1% 1,063,886 $121.4M
Thrivent Financial for Lutherans 0.26% Reduce -12.7% 1,032,054 $117.7M
TimesSquare Capital Management, LLC 1.78% Reduce -23.8% 968,850 $110.5M
Raymond James Financial Inc. 0.04% Add +0.8% 965,633 $110.2M
Boston Trust Walden Corp 0.79% Reduce -3.9% 951,469 $108.6M
Wells Fargo & Company 0.03% Reduce -3.9% 907,793 $103.6M
GW&K Investment Management, LLC 0.94% Reduce -10.3% 888,778 $101.4M
Ameriprise Financial Inc. 0.03% Reduce -17.9% 883,504 $100.8M
Charles Schwab Investment Management Inc. 0.02% Add +1.6% 860,509 $98.2M
Primecap Management Co. 0.08% Reduce -1.6% 836,270 $95.4M
Rockefeller Capital Management L.P. 0.22% Add +16.4% 794,258 $90.6M
FIL Ltd 0.08% Reduce -29.4% 722,886 $82.5M
Woodley Farra Manion Portfolio Management Inc. 3.94% New 694,935 $79.3M
Envestnet Asset Management Inc. 0.02% Reduce -1.6% 671,143 $76.6M
Macquarie Group Ltd. 0.09% Reduce -1.5% 630,709 $72.0M
California Public Employees Retirement System 0.05% Reduce -4.1% 602,332 $68.7M
Artemis Investment Management LLP 1.02% New 584,357 $66.7M
Neuberger Berman Group LLC 0.05% Add +11.7% 572,093 $65.3M
Nuveen, LLC 0.02% — 556,406 $63.5M
UBS Group AG 0.01% Add +16.9% 556,030 $63.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +4.2% 526,137 $60.0M
Focus Partners Wealth 0.14% Reduce -13.6% 495,959 $56.6M
American Century Companies Inc. 0.03% Add +27.5% 480,701 $54.8M
Baird Financial Group, Inc. 0.10% Reduce -37.7% 459,095 $52.4M
Teacher Retirement System of Texas 0.20% Add +264.2% 414,974 $47.3M
Vaughan Nelson Investment Management, L.P. 0.46% New 403,329 $46.0M
Blair William & Co. 0.13% Reduce -9.5% 374,120 $42.7M
Renaissance Group LLC 1.83% Reduce -7.6% 364,289 $41.6M
Citadel Advisors 0.04% Reduce -1.0% 361,201 $41.2M
Rhumbline Advisers 0.04% Reduce -0.8% 355,988 $40.6M
Loomis Sayles & Co. L P 0.06% Reduce -2.2% 340,261 $38.8M
Lazard Asset Management LLC 0.06% Add +25.4% 337,176 $38.5M
Royal London Asset Management Ltd. 0.09% Add +0.6% 325,831 $37.2M
Factory Mutual Insurance Co. 0.43% Reduce -16.1% 322,237 $36.8M
T. Rowe Price Associates Inc. 0.00% Add +20.0% 312,991 $35.7M
Royal Bank of Canada 0.01% Reduce -2.6% 309,079 $35.3M
Tidal Investments LLC 0.29% Add +26.2% 305,028 $34.8M
Retirement Systems of Alabama 0.13% Reduce -5.6% 288,908 $33.0M
Legal & General Group Plc 0.01% Add +2.6% 271,080 $30.9M
Walter Public Investments Inc. 5.51% Add +5.4% 258,751 $29.5M
Swiss National Bank 0.02% Reduce -1.9% 255,900 $29.2M
Congress Asset Management Co. 0.22% Add +16.1% 254,223 $29.0M
Renaissance Technologies 0.04% Reduce -43.5% 249,554 $28.5M
Jennison Associates LLC 0.02% Add +140.2% 245,663 $28.0M
Nicholas Company, Inc. 0.43% Reduce -21.3% 217,739 $24.8M
STRS Ohio 0.10% Add +67.5% 215,325 $24.6M
Frontier Capital Management Co. LLC 0.27% New 212,666 $24.3M
Aberdeen Group plc 0.05% Add +0.6% 207,898 $23.7M
Squarepoint Ops LLC 0.06% Reduce -78.0% 200,806 $22.9M
Westwood Holdings Group Inc. 0.17% Reduce -19.5% 200,502 $22.9M
Sei Investments Co. 0.03% Reduce -4.1% 196,688 $22.4M
Stifel Financial Corp. 0.02% Reduce -4.0% 179,738 $20.5M
Driehaus Capital Management LLC 0.19% New 172,102 $19.6M
Marshall Wace, LLP 0.03% New 168,351 $19.2M
LPL Financial LLC 0.01% Add +29.8% 163,719 $18.7M
Curi Capital, LLC 0.45% Add +2.7% 159,262 $18.2M
Barclays PLC 0.01% Reduce -46.1% 159,251 $18.2M
Man Group plc 0.05% Reduce -71.3% 147,720 $16.9M
New York State Teachers Retirement System 0.04% Add +0.3% 146,460 $16.7M
Corebridge Financial, Inc. 0.10% Reduce -2.7% 145,902 $16.6M
Janus Henderson Group PLC 0.01% Reduce -0.6% 142,987 $16.0M
Picton Mahoney Asset Management 0.55% New 139,201 $15.9M
Truist Financial Corp. 0.02% Reduce -1.2% 135,059 $15.4M
Thornburg Investment Management Inc. 0.21% Reduce -11.3% 133,562 $15.2M
Boston Partners 0.02% Add +3.6% 132,170 $15.1M
State of Wisconsin Investment Board 0.04% Add +6.3% 131,043 $15.0M
California State Teachers Retirement System 0.02% Add +0.5% 124,678 $14.2M
Verition Fund Management LLC 0.08% Add +0.8% 121,730 $13.9M
Impax Asset Management Group plc 0.08% Reduce -11.1% 119,955 $13.7M
Foster Victor Wealth Advisors, LLC 1.03% Reduce -22.1% 109,688 $12.9M
Comerica Bank 0.05% Add +64.1% 112,204 $12.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% New 111,052 $12.7M
Zacks Investment Management 0.12% Add +2.7% 110,973 $12.7M
State Board of Administration of Florida Retirement System 0.02% Add +2.3% 108,309 $12.4M
Amica Mutual Insurance Co. 1.32% Reduce -29.8% 105,333 $12.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -21.8% 105,235 $12.0M
Mackenzie Financial Corp. 0.02% Add +0.1% 101,452 $11.6M
Susquehanna Fundamental Investments, LLC 0.19% Reduce -22.8% 100,521 $11.5M
Adage Capital Partners Gp, L.L.C. 0.02% Add +100.0% 100,000 $11.4M
Natixis Advisors, LLC 0.02% Add +37.0% 96,593 $11.0M
Rheos Capital Works Inc. 0.83% Reduce -31.0% 89,000 $10.2M
CANADA LIFE ASSURANCE Co 0.02% Reduce -23.1% 87,033 $9.9M
Sterling Capital Management LLC 0.15% Reduce -2.8% 86,504 $9.9M
Contravisory Investment Management, Inc. 2.07% New 85,933 $9.8M
Nkcfo LLC 4.47% New 84,265 $9.6M
Vestmark Advisory Solutions, Inc. 0.24% Add +101.3% 81,914 $9.3M
New York State Common Retirement Fund 0.01% Reduce -2.4% 79,050 $9.0M
Trillium Asset Management, LLC 0.25% Reduce -1.6% 77,370 $8.8M
Janney Montgomery Scott LLC 0.02% Reduce -3.5% 76,924 $8.8M
Eisler Capital Management Ltd. 0.26% New 76,496 $8.7M
MetLife Investment Management, LLC 0.05% Reduce -1.9% 73,349 $8.4M
Abn Amro Investment Solutions 0.17% Add +7.6% 73,170 $8.3M
Prana Capital Management, LP 0.33% Reduce -22.5% 70,726 $8.1M
Schonfeld Strategic Advisors LLC 0.05% Reduce -4.0% 70,321 $8.0M
South Dakota Investment Council 0.16% Reduce -10.2% 68,433 $7.8M
Mutual of America Capital Management LLC 0.09% Reduce -2.9% 67,986 $7.8M
Two Sigma Investments, LP 0.02% Reduce -85.6% 66,712 $7.6M
Asset Management One Co., Ltd. 0.03% New 65,525 $7.4M
Illinois Municipal Retirement Fund 0.11% No change 63,549 $7.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -41.4% 64,640 $7.2M
State of Tennessee, Department of Treasury 0.03% Reduce -3.9% 62,179 $7.1M
Waverly Advisors, LLC 0.09% New 61,665 $7.0M
Ensign Peak Advisors, Inc 0.01% Add +0.5% 61,526 $7.0M
Amalgamated Bank 0.06% Reduce -4.1% 61,511 $7.0M
Ieq Capital, LLC 0.06% Add +105.0% 60,926 $7.0M
Mediolanum International Funds Ltd 0.10% New 61,870 $6.9M
Reinhart Partners, Llc. 0.25% Reduce -37.7% 60,664 $6.9M
Treasurer of the State of North Carolina 0.03% Add +4.1% 60,358 $6.9M
NBW Capital LLC 1.51% Reduce -23.2% 59,820 $6.8M
First Trust Advisors LP 0.01% Reduce -52.9% 58,394 $6.7M
Millennium Management 0.01% Reduce -46.3% 58,264 $6.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -0.6% 57,409 $6.6M
Orion Portfolio Solutions, LLC 0.06% Reduce -0.6% 57,409 $6.6M
CW Advisors, LLC 0.08% Add +27.6% 57,296 $6.5M
National Bank of Canada 0.01% New 56,238 $6.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +59.6% 55,879 $6.4M
Townsquare Capital LLC 0.07% Add +2.8% 55,407 $6.3M
Cerity Partners LLC 0.01% Add +7.7% 55,307 $6.3M
Intech Investment Management LLC 0.07% Add +2.5% 55,299 $6.3M
Thematics Asset Management 0.31% Reduce -22.9% 53,351 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +220.8% 51,186 $5.8M
Trek Financial, LLC 0.42% New 50,850 $5.8M
Pathstone Holdings, LLC 0.03% Add +57.8% 50,634 $5.8M
Fred Alger Management, LLC 0.03% No change 50,100 $5.7M
Sanctuary Advisors, LLC 0.04% Add +24.6% 49,588 $5.7M
Vista Investment Partners LLC 1.70% Add +0.1% 49,021 $5.6M
Knights of Columbus Asset Advisors LLC 0.38% Reduce -23.3% 48,305 $5.5M
Police & Firemen's Retirement System of New Jersey 0.06% Add +0.6% 47,662 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.7% 47,398 $5.4M
SG Americas Securities, LLC 0.02% Reduce -5.4% 46,865 $5.3M
Yousif Capital Management, LLC 0.06% Reduce -2.3% 46,795 $5.3M
NewEdge Wealth, LLC 0.09% Add +0.5% 45,643 $5.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -6.7% 44,575 $5.1M
Steward Partners Investment Advisory, LLC 0.04% Add +1.0% 44,069 $5.0M
Cetera Investment Advisers 0.01% Add +17.6% 43,442 $5.0M
Atria Investments, Inc 0.06% Add +23.2% 43,218 $4.9M
Informed Momentum Co LLC 0.84% New 42,634 $4.9M
D. E. Shaw & Co. 0.01% Reduce -47.6% 40,867 $4.7M
Teachers Retirement System of the State of Kentucky 0.04% No change 40,766 $4.7M
Public Employees Retirement System of Ohio 0.02% Reduce -10.4% 40,615 $4.6M
Global IMC LLC 1.24% New 40,000 $4.6M
Bell Asset Management Ltd 0.82% Reduce -31.1% 39,299 $4.5M
Russell Investments Group, Ltd. 0.01% Add +40.1% 38,703 $4.4M
Oak Ridge Investments LLC 0.37% Reduce -1.0% 38,623 $4.4M
Arizona State Retirement System 0.03% Reduce -1.5% 37,890 $4.3M
Alberta Investment Management Corp 0.03% Add +49.1% 37,435 $4.3M
Louisiana State Employees Retirement System 0.08% Add +0.5% 37,000 $4.2M
Mirabella Financial Services LLP 0.18% Add +76.7% 36,294 $4.2M
Citigroup Inc. 0.00% Reduce -34.8% 36,386 $4.2M
Valmark Advisers, Inc. 0.06% Add +4.8% 36,321 $4.1M
Cutter & CO Brokerage, Inc. 0.98% Reduce -4.1% 36,210 $4.1M
Dean Investment Associates, LLC 0.60% Add +3.9% 35,533 $4.1M
Quantinno Capital Management LP 0.03% Add +19.7% 35,384 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.8% 34,699 $4.0M
Fuller & Thaler Asset Management, Inc. 0.02% Add +43.0% 34,619 $4.0M
Osaic Holdings, Inc. 0.01% Add +17.2% 34,553 $3.9M
Corient Private Wealth LP 0.01% Reduce -14.5% 34,539 $3.9M
Credit Agricole S A 0.01% New 32,876 $3.8M
Tealwood Asset Management Inc. 1.73% Reduce -3.5% 32,742 $3.7M
Concentric Capital Strategies, LP 0.36% New 31,723 $3.6M
State of Michigan Retirement System 0.02% Add +0.6% 31,615 $3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.8% 31,576 $3.6M
Fox Hill Wealth Management 2.09% New 30,959 $3.5M
Geneos Wealth Management Inc. 0.12% Add +23894.5% 30,473 $3.5M
AE Wealth Management LLC 0.03% Reduce -3.0% 30,227 $3.4M
Voya Investment Management LLC 0.00% Add +24.2% 29,878 $3.4M
Oppenheimer Asset Management Inc. 0.04% Reduce -11.7% 29,423 $3.4M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.3% 29,370 $3.4M
Qube Research & Technologies Ltd 0.01% Reduce -87.0% 28,915 $3.3M
Maverick Capital 0.06% New 28,802 $3.3M
Chilton Investment Co. Inc. 0.08% Reduce -1.4% 28,711 $3.3M
Landscape Capital Management, L.L.C. 0.29% Add +377.1% 28,338 $3.2M
Simon Quick Advisors, LLC 0.18% Add +8.8% 28,268 $3.2M
KLP Kapitalforvaltning As 0.02% Add +1.4% 28,200 $3.2M
New Mexico Educational Retirement Board 0.11% No change 27,500 $3.1M
Ethic Inc. 0.06% Add +5.8% 27,248 $3.1M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.4% 26,868 $3.1M
Cibc World Market Inc. 0.01% Add +43.6% 26,846 $3.1M
Wolverine Trading, LLC 0.10% Add +30.5% 27,084 $3.0M
Danske Bank A/S 0.01% Add +16.0% 26,548 $3.0M
Deutsche Bank AG 0.00% Reduce -95.6% 26,007 $3.0M
Game Creek Capital, LP 1.86% Reduce -31.6% 26,000 $3.0M
Ameritas Investment Partners, Inc. 0.10% Reduce -2.1% 25,990 $3.0M
Vista Investment Partners Ii, LLC 1.61% Add +13.3% 25,501 $2.9M
Glenmede Trust Co. NA 0.02% Add +4.9% 25,353 $2.9M
Tilia Fiduciary Partners, Inc. 1.88% New 24,681 $2.8M
Prudential Financial Inc. 0.00% Reduce -1.5% 24,244 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +7.7% 24,160 $2.8M
OP Asset Management Ltd 0.04% — 23,191 $2.6M
Covea Finance 0.12% New 22,500 $2.6M
Hilton Capital Management, LLC 0.22% Reduce -3.4% 22,489 $2.6M
Mariner, LLC 0.00% Add +15.9% 22,148 $2.5M
Itau Unibanco Holding S.A. 0.10% New 22,010 $2.5M
Intrepid Capital Management Inc. 1.50% Reduce -1.8% 21,725 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +92.8% 21,456 $2.4M
BNP Paribas Financial Markets 0.00% Reduce -64.6% 21,450 $2.4M
&partners 0.03% Add +4.8% 21,537 $2.4M
Algert Global LLC 0.06% Reduce -30.3% 21,068 $2.4M
ExodusPoint Capital Management, LP 0.03% Reduce -40.3% 21,022 $2.4M
OneDigital Investment Advisors LLC 0.03% Reduce -8.1% 20,777 $2.4M
Resona Asset Management Co.,Ltd. 0.01% No change 20,385 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -19.7% 20,057 $2.3M
Sandler Capital Management 0.75% New 20,000 $2.3M
Pictet Asset Management Holding SA 0.00% Add +7.3% 19,876 $2.3M
Crescent Park Management, L.P. 1.12% New 19,559 $2.2M
Inspire Investing, LLC 0.26% Reduce -44.2% 19,500 $2.2M
Dean Capital Management 0.96% Add +2.2% 19,266 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -54.9% 19,224 $2.2M
US Bancorp \de 0.00% Add +1.1% 18,924 $2.2M
Cwm, LLC 0.01% Add +202.6% 18,872 $2.2M
Keystone Investors Pte Ltd. 0.30% New 18,864 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -28.3% 18,604 $2.1M
TD Private Client Wealth LLC 0.06% Reduce -3.0% 18,326 $2.1M
XTX Topco Ltd 0.11% Add +155.7% 18,199 $2.1M
HighTower Advisors, LLC 0.00% Reduce -0.1% 18,142 $2.1M
Boston Common Asset Management, LLC 0.06% New 17,942 $2.0M
HRT Financial LP 0.01% Reduce -50.0% 17,607 $2.0M
Genus Capital Management Inc. 0.28% — 17,100 $2.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +7.0% 16,660 $1.9M
Oak Harvest Investment Services 0.26% Add +118.7% 16,403 $1.9M
Kestra Advisory Services, LLC 0.01% Add +173.9% 16,280 $1.9M
Bank of Montreal 0.00% Reduce -1.1% 16,267 $1.9M
Crestwood Advisors Group, LLC 0.03% New 15,931 $1.8M
Xponance LLC 0.02% Add +1.3% 15,684 $1.8M
Cox Capital Mgt LLC 1.30% Reduce -3.0% 15,636 $1.8M
MML Investors Services, LLC 0.01% Reduce -10.2% 15,507 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -44.3% 15,478 $1.8M
Campbell & CO Investment Adviser LLC 0.13% Reduce -33.3% 15,407 $1.8M
Creative Planning 0.00% Add +11.6% 15,370 $1.8M
Night Squared LP 1.01% — 15,000 $1.7M
Linden Thomas Advisory Services, LLC 0.22% Add +8.9% 14,965 $1.7M
Bleakley Financial Group, LLC 0.05% Add +33.8% 14,870 $1.7M
Captrust Financial Advisors 0.00% Add +104.5% 14,408 $1.6M
Natixis 0.01% New 14,135 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -29.4% 14,126 $1.6M
New York Life Investment Management LLC 0.02% Add +0.8% 14,077 $1.6M
Fieldview Capital Management, LLC 0.22% Reduce -0.4% 13,813 $1.6M
Public Employees Retirement Association of Colorado 0.01% No change 13,261 $1.5M
Islay Capital Management, LLC 1.02% New 13,178 $1.5M
Diversify Wealth Management, LLC 0.11% Add +30.9% 12,776 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +43.2% 12,740 $1.5M
New Age Alpha Advisors, LLC 0.06% New 12,643 $1.4M
Hussman Strategic Advisors, Inc. 0.35% Add +20.0% 12,600 $1.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -18.3% 12,551 $1.4M
Gateway Investment Advisers LLC 0.02% Reduce -17.6% 12,482 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +37.9% 12,002 $1.4M
Elo Mutual Pension Insurance Co 0.03% New 11,838 $1.4M
Lifestyle Asset Management, Inc. 0.74% Reduce -11.2% 11,832 $1.4M
JSF Financial, LLC 0.35% Add +4.8% 11,751 $1.3M
Alliance Wealth Advisors, LLC 0.34% Add +2.2% 11,558 $1.3M
Federated Hermes, Inc. 0.00% Reduce -1.0% 11,301 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 11,200 $1.3M
Lisanti Capital Growth, LLC 0.38% New 11,160 $1.3M
M&T Bank Corp 0.00% Reduce -6.2% 10,929 $1.2M
Ostrum Asset Management 0.07% Add +410.4% 10,877 $1.2M
Walleye Trading LLC 0.04% New 10,770 $1.2M
Riverwater Partners LLC 0.62% Reduce -8.4% 10,607 $1.2M
Vestcor Inc 0.04% New 10,567 $1.2M
Pinebridge Investments, L.P. 0.01% Reduce -72.9% 10,506 $1.2M
Knollwood Investment Advisory, LLC 0.13% No change 10,463 $1.2M
Toronto Dominion Bank 0.00% New 10,452 $1.2M
PDT Partners, LLC 0.08% Reduce -78.0% 10,301 $1.2M
Fortis Capital Advisors, LLC 0.23% New 10,103 $1.2M
Belpointe Asset Management LLC 0.06% New 10,103 $1.2M
Securian Asset Management, Inc. 0.03% No change 10,023 $1.1M
Gsa Capital Partners LLP 0.10% Reduce -40.6% 9,991 $1.1M
Pitcairn Co. 0.07% Add +1.8% 9,956 $1.1M
Coldstream Capital Management Inc. 0.02% Add +18.0% 9,761 $1.1M
Bridgewater Associates 0.01% Reduce -59.1% 9,702 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +1.1% 9,604 $1.1M
Amica Retiree Medical Trust 1.67% Reduce -44.4% 9,582 $1.1M
Sendero Wealth Management, LLC 0.15% Reduce -1.6% 9,570 $1.1M
Quantessence Capital LLC 0.27% New 9,383 $1.1M
Paradigm Asset Management Co. LLC 0.28% No change 9,200 $1.0M
Kestra Investment Management, LLC 0.02% Add +38.1% 9,126 $1.0M
Northwest & Ethical Investments L.P. 0.03% New 9,000 $1.0M
Mercer Global Advisors Inc. 0.00% Add +18.3% 8,971 $1.0M
Inspire Advisors, LLC 0.12% Reduce -19.8% 8,830 $1.0M
Eschler Asset Management LLP 2.48% New 8,766 $1.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.9% 8,756 $999K
Dark Forest Capital Management LP 0.04% New 8,518 $972K
Avantax Advisory Services, Inc. 0.01% Reduce -4.6% 8,465 $966K
Kestra Private Wealth Services, LLC 0.02% Add +206.1% 8,453 $964K
Walleye Capital LLC 0.01% Add +534.5% 8,432 $962K
Summit Trail Advisors, LLC 0.03% Reduce -26.6% 8,403 $959K
Norden Group LLC 0.11% Reduce -38.5% 8,355 $953K
United Services Automobile Association 0.03% New 8,502 $951K
Simplex Trading, LLC 0.03% Reduce -69.3% 8,269 $943K
Pallas Capital Advisors LLC 0.04% New 8,074 $921K
Fox Run Management, L.L.C. 0.14% Reduce -43.0% 7,986 $911K
Advisory Services Network, LLC 0.02% Add +82.0% 7,839 $894K
HSBC Holdings PLC 0.00% Add +4.9% 7,734 $880K
Sciencast Management LP 0.20% New 7,640 $872K
PEAK6 LLC 0.03% New 7,545 $861K
111 Capital 0.17% Add +91.6% 7,543 $861K
Southeast Asset Advisors, LLC 0.11% New 7,523 $858K
Shay Capital LLC 0.25% Add +200.0% 7,500 $856K
Merit Financial Group, LLC 0.01% Add +145.0% 7,461 $851K
Jones Financial Companies LLLP 0.00% Add +146.4% 7,459 $835K
Quantbot Technologies LP 0.03% Reduce -47.9% 7,140 $815K
Utah Retirement Systems 0.01% No change 7,100 $810K
Exchange Traded Concepts, LLC 0.01% Reduce -27.6% 7,048 $804K
Silver Oak Securities, Incorporated 0.07% Add +11.9% 7,118 $797K
X-Square Capital, LLC 0.34% Reduce -1.1% 6,902 $788K
Regions Financial Corp. 0.01% Reduce -6.4% 6,807 $777K
Union Bancaire Privee, UBP SA 0.02% Reduce -68.8% 6,885 $774K
Isthmus Partners, LLC 0.10% No change 6,735 $768K
LVW Advisors, LLC 0.09% Reduce -7.2% 6,646 $758K
Quadrant Capital Group LLC 0.03% Add +128.7% 6,606 $754K
Cresset Asset Management, LLC 0.00% Add +5.7% 6,431 $734K
Freedom Investment Management, Inc. 0.06% Reduce -7.6% 6,417 $732K
1832 Asset Management L.P. 0.00% Add +9.5% 6,372 $727K
Financial Strategies Group, Inc. 0.17% Reduce -9.3% 6,110 $726K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 6,336 $723K
GPS Wealth Strategies Group, LLC 0.10% Reduce -34.0% 6,328 $722K
Cooper Financial Group 0.09% Add +5.0% 6,172 $704K
Maryland State Retirement & Pension System 0.02% Reduce -12.4% 6,165 $703K
NewEdge Advisors, LLC 0.00% Reduce -33.6% 6,095 $695K
GAMMA Investing LLC 0.05% Add +52.8% 6,040 $689K
Fifth Third Wealth Advisors LLC 0.04% Add +2.0% 5,915 $675K
Tyche Wealth Partners LLC 0.14% Add +10.4% 5,849 $667K
American Trust Investment Advisors, LLC 0.28% No change 5,815 $663K
Teza Capital Management LLC 0.30% New 5,786 $660K
Yorktown Management & Research Co Inc 0.71% Reduce -42.6% 5,740 $655K
Brevan Howard Capital Management LP 0.02% Reduce -68.1% 5,644 $644K
Vident Advisory, LLC 0.01% Add +97.5% 5,632 $643K
ProShare Advisors LLC 0.00% Reduce -9.3% 5,629 $642K
TD Waterhouse Canada Inc. 0.01% Add +611.0% 5,574 $641K
Bridgefront Capital, LLC 0.18% New 5,591 $638K
KBC Group NV 0.00% Add +9.2% 5,558 $634K
Moors & Cabot, Inc. 0.03% Add +0.5% 5,503 $628K
Nicholas Investment Partners, LP 0.07% New 5,472 $624K
Yarbrough Capital, LLC 0.03% Reduce -47.0% 5,431 $620K
Legacy Capital Group California, Inc. 0.21% New 5,318 $607K
Shell Asset Management Co. 0.03% Reduce -5.5% 5,309 $606K
Axxcess Wealth Management, LLC 0.02% Add +111.7% 5,258 $600K
Tectonic Advisors LLC 0.04% Reduce -0.1% 5,219 $595K
Cornerstone Investment Partners, LLC 0.03% Reduce -1.1% 5,203 $594K
Impact Capital Partners LLC 0.21% Reduce -1.8% 5,198 $593K
Rafferty Asset Management, LLC 0.00% Reduce -29.0% 5,107 $583K
Fulton Bank, N.A. 0.02% Reduce -6.7% 5,076 $579K
Wealthcare Advisory Partners LLC 0.02% Add +0.4% 5,052 $576K
Portside Wealth Group, LLC 0.09% Add +29.1% 5,036 $575K
Diversify Advisory Services, LLC 0.03% Add +31.0% 4,779 $557K
Shelton Capital Management 0.01% Reduce -3.7% 4,824 $550K
QRG Capital Management, Inc. 0.01% Add +8.3% 4,688 $535K
Sowell Financial Services LLC 0.02% New 4,532 $517K
Sagespring Wealth Partners, LLC 0.01% Add +4.7% 4,497 $513K
Atria Wealth Solutions, Inc. 0.01% Add +81.4% 4,395 $501K
Oddo BHF Asset Management Sas 0.02% Reduce -50.1% 4,367 $498K
Everpar Advisors LLC 0.26% Reduce -11.2% 4,301 $491K
Wealth Alliance, LLC 0.06% Reduce -9.3% 4,276 $488K
CIBC Asset Management Inc 0.00% Add +2.5% 4,227 $482K
J2 Capital Management Inc 0.44% Reduce -10.2% 4,212 $481K
Gotham Asset Management 0.00% Reduce -11.7% 4,162 $475K
Allianz Asset Management GmbH 0.00% Reduce -84.2% 3,983 $454K
HighPoint Advisor Group LLC 0.03% Reduce -23.3% 3,875 $451K
Daymark Wealth Partners, LLC 0.02% Add +10.7% 3,924 $448K
Commerce Bank 0.00% Add +4.8% 3,862 $441K
Focus Partners Advisor Solutions, LLC 0.01% New 3,855 $440K
Wedmont Private Capital 0.02% Add +32.7% 3,745 $440K
First Citizens Bank & Trust Co. 0.01% Add +2.1% 3,777 $431K
Daiwa Securities Group Inc. 0.00% Reduce -12.7% 3,770 $430K
EverSource Wealth Advisors, LLC 0.02% Add +9.5% 3,755 $428K
Menard Financial Group LLC 0.28% Add +19.6% 3,546 $425K
Mgo One Seven LLC 0.02% New 3,708 $423K
Centaurus Financial, Inc. 0.03% Add +121.2% 3,659 $417K
Oppenheimer & Co. Inc. 0.01% Add +6.0% 3,642 $416K
CreativeOne Wealth, LLC 0.01% Add +2.9% 3,636 $415K
Retirement Planning Co of New England, Inc. 0.20% Reduce -14.3% 3,607 $412K
Belmont Capital, LLC 0.07% New 3,600 $411K
Snowden Capital Advisors LLC 0.01% Reduce -0.8% 3,582 $409K
International Assets Investment Management, LLC 0.04% Add +4.8% 3,574 $408K
AlphaQuest LLC 0.04% Reduce -66.6% 3,514 $401K
Aigen Investment Management, LP 0.06% Reduce -75.2% 3,503 $400K
O'Brien Greene & Co. Inc 0.13% No change 3,500 $399K
Heritage Family Offices, LLP 0.20% Add +1.1% 3,442 $393K
HB Wealth Management, LLC 0.00% Add +39.1% 3,442 $393K
Scientech Research LLC 0.10% Reduce -67.8% 3,389 $387K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.1% 3,361 $383K
Harvest Fund Management Co., Ltd 0.02% New 3,350 $383K
Wealthfront Advisers LLC 0.00% Reduce -3.4% 3,334 $380K
Principal Securities, Inc. 0.01% No change 4,210 $376K
Applied Finance Capital Management, LLC 0.03% No change 3,290 $375K
Sequoia Financial Advisors, LLC 0.00% Add +8.3% 3,245 $370K
Alps Advisors Inc. 0.00% New 3,200 $365K
VestGen Advisors, LLC 0.02% — 3,150 $359K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.8% 3,146 $359K
Northwestern Mutual Wealth Management Co. 0.00% Add +21.5% 3,134 $358K
Legacy Wealth Asset Management, LLC 0.10% Reduce -43.3% 3,112 $355K
Praxis Investment Management Inc. 0.02% No change 3,100 $354K
Venturi Wealth Management, LLC 0.02% Add +3.5% 3,087 $352K
Old National Bancorp 0.01% Reduce -45.2% 3,084 $352K
Panagora Asset Management Inc. 0.00% No change 3,065 $350K
AlphaCore Capital LLC 0.03% Reduce -7.5% 3,050 $348K
DAVENPORT & Co LLC 0.00% Add +10.5% 3,042 $347K
Profund Advisors LLC 0.01% Reduce -3.7% 3,033 $346K
Ellevest, Inc. 0.02% Add +15.7% 3,007 $343K
Patten Group, Inc. 0.08% Add +9.7% 2,988 $341K
Private Advisor Group, LLC 0.00% Add +1.9% 2,942 $336K
Significant Wealth Partners LLC 0.17% Add +17.6% 2,904 $331K
Vontobel Holding Ltd. 0.00% Reduce -38.8% 2,890 $330K
Integrated Wealth Concepts LLC 0.00% Reduce -0.0% 2,766 $316K
J.Safra Asset Management Corp 0.03% Add +82.9% 2,735 $312K
Colonial River Investments, LLC 0.17% New 2,703 $308K
Redwood Investments, LLC 0.11% Reduce -0.6% 2,687 $307K
Bingham Private Wealth, LLC 0.32% Add +16.3% 2,686 $306K
Gibbs Wealth Management 0.07% New 2,593 $296K
Choreo, LLC 0.00% Reduce -4.8% 2,575 $294K
Veltria Advisors Corp. 0.19% New 2,556 $292K
Ascentis Independent Advisors 0.06% Add +10.5% 2,539 $290K
Advisor OS, LLC 0.03% Add +5.0% 2,527 $288K
Farther Finance Advisors, LLC 0.01% Reduce -29.7% 2,502 $287K
Moody Aldrich Partners LLC 0.06% Reduce -28.0% 2,490 $284K
B. Riley Wealth Advisors, Inc. 0.01% Add +9.3% 2,485 $284K
Thrive Wealth Management, LLC 0.05% New 2,485 $284K
Greenleaf Trust 0.00% Add +4.3% 2,450 $280K
Fielder Capital Group LLC 0.08% New 2,417 $276K
Navellier & Associates Inc. 0.04% Reduce -7.8% 2,301 $275K
Jefferies Financial Group Inc. 0.00% New 2,406 $275K
Whittier Trust Co. 0.00% Reduce -5.7% 2,386 $272K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 2,352 $268K
Stephens Inc. 0.00% Add +3.7% 2,351 $268K
Opal Wealth Advisors, LLC 0.08% Add +1.8% 2,348 $268K
Trust Point Inc. 0.02% Reduce -47.5% 2,343 $267K
MeadowBrook Investment Advisors LLC 0.25% No change 2,325 $265K
Forum Financial Management, LP 0.00% New 2,303 $263K
Machina Capital S.A.S. 0.08% Reduce -26.0% 2,298 $262K
Morris Financial Concepts, Inc. 0.11% Add +0.6% 2,295 $262K
Signaturefd, LLC 0.01% Reduce -6.3% 2,291 $261K
Evergreen Capital Management LLC 0.01% New 2,279 $260K
Centiva Capital, LP 0.01% New 2,273 $259K
Ballentine Partners, LLC 0.00% New 2,268 $259K
Brown Advisory Inc. 0.00% New 2,263 $258K
Claret Asset Management Corp 0.05% Add +0.1% 2,247 $256K
Milestone Asset Management, LLC 0.05% Reduce -81.5% 2,201 $251K
Integrated Investment Consultants, LLC 0.05% New 2,149 $245K
Bank of Hawaii 0.01% New 2,148 $245K
Pine Valley Investments Ltd Liability Co 0.02% New 2,130 $243K
Ausdal Financial Partners, Inc. 0.02% New 2,127 $243K
Keybank National Association 0.00% New 2,105 $240K
Fiduciary Trust Co 0.00% New 2,076 $237K
Apollon Wealth Management, LLC 0.01% New 2,076 $237K
Florida Financial Advisors, LLC 0.09% Reduce -17.6% 2,048 $234K
Swiss Life Asset Management Ltd 0.00% New 2,038 $233K
Anchor Investment Management, LLC 0.02% No change 2,037 $232K
Kingswood Wealth Advisors, LLC 0.02% New 2,029 $232K
Wesbanco Bank Inc. 0.01% New 2,000 $228K
Aureus Asset Management, LLC 0.02% New 1,928 $220K
Stratos Wealth Advisors, LLC 0.01% New 1,909 $218K
iSAM Funds (UK) Ltd 0.10% Reduce -80.4% 1,846 $211K
Schechter Investment Advisors, LLC 0.02% New 1,826 $208K
Roman Butler Fullerton & Co. 0.08% New 1,748 $208K
Mather Group, Llc. 0.00% Add +0.5% 1,790 $204K
Sage Rhino Capital LLC 0.05% New 1,770 $202K
Fifth Third Bancorp 0.00% Add +23.8% 1,664 $190K
Assetmark, Inc. 0.00% Reduce -12.0% 1,659 $189K
Parallel Advisors, LLC 0.00% Add +10.0% 1,645 $188K
Sound Income Strategies, LLC 0.01% No change 1,442 $165K
Johnson Financial Group, Inc. 0.01% New 1,429 $163K
UMB Bank, n.a. 0.00% Add +121.6% 1,383 $158K
Blue Trust, Inc. 0.00% Add +124.5% 1,367 $156K
Truvestments Capital LLC 0.03% Reduce -50.6% 1,246 $142K
Smartleaf Asset Management LLC 0.01% Reduce -0.8% 1,247 $140K
Nisa Investment Advisors, LLC 0.00% No change 1,055 $120K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -11.1% 1,039 $119K
LRI Investments, LLC 0.01% Reduce -39.9% 1,017 $116K
Financial Management Professionals, Inc. 0.01% Reduce -7.8% 1,008 $115K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -3.0% 1,106 $112K
C M Bidwell & Associates Ltd. 0.06% New 896 $102K
SVB Wealth LLC 0.00% New 896 $102K
Lindbrook Capital, LLC 0.01% Add +73.0% 870 $99K
MassMutual Private Wealth & Trust, FSB 0.00% Add +25.2% 865 $99K
Nomura Asset Management Co. Ltd. 0.00% Reduce -36.1% 850 $97K
Vega Investment Solutions 0.02% New 807 $92K
Ridgewood Investments LLC 0.04% No change 751 $86K
HHM Wealth Advisors, LLC 0.01% Reduce -0.4% 750 $86K
Allworth Financial LP 0.00% Add +8.2% 684 $77K
Spire Wealth Management 0.00% Add +4.8% 661 $75K
Wilmington Savings Fund Society, FSB 0.00% Reduce -3.6% 648 $74K
Brown Brothers Harriman & Co. 0.00% Add +22.6% 646 $74K
CIBC Private Wealth Group LLC 0.00% Reduce -6.2% 656 $73K
Hantz Financial Services, Inc. 0.00% Reduce -13.0% 627 $72K
Brooklyn Investment Group 0.01% Add +380.5% 591 $67K
CI Investments Inc. 0.00% Add +38.0% 577 $66K
Continuum Advisory, LLC 0.01% Add +1515.6% 517 $59K
IFP Advisors, Inc 0.00% Add +22.0% 510 $58K
Grove Bank & Trust 0.01% No change 500 $57K
Private Trust Co. NA 0.01% Add +7.8% 498 $57K
First Horizon Advisors, Inc. 0.00% Reduce -10.4% 472 $54K
V-Square Quantitative Management LLC 0.01% New 467 $53K
Parkside Financial Bank & Trust 0.01% Add +21.7% 465 $53K
Hexagon Capital Partners LLC 0.01% Reduce -0.2% 463 $53K
City State Bank 0.02% No change 450 $51K
Wayfinding Financial, LLC 0.02% New 452 $51K
Arax Advisory Partners 0.00% Add +75.7% 434 $50K
Quarry LP 0.01% New 418 $48K
Clearstead Advisors, LLC 0.00% Reduce -82.3% 378 $43K
Bartlett & Co. Wealth Management LLC 0.00% New 377 $43K
SJS Investment Consulting Inc. 0.01% No change 367 $42K
Richards, Merrill & Peterson, Inc. 0.02% No change 365 $42K
HM Payson & Co. 0.00% New 355 $41K
Optiver Holding B.V. 0.00% New 329 $38K
Huntington National Bank 0.00% Reduce -23.0% 321 $37K
Asset Dedication, LLC 0.00% Add +8.5% 318 $36K
Davis Capital Management 0.03% No change 300 $34K
Old Second National Bank of Aurora 0.01% No change 300 $34K
Versant Capital Management, Inc 0.01% Add +10.2% 291 $33K
True Wealth Design, LLC 0.01% Add +11.1% 290 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% New 290 $33K
Covestor Ltd 0.02% Add +2.4% 295 $33K
Acadian Asset Management LLC 0.00% Reduce -62.3% 282 $32K
Murphy & Mullick Capital Management Corp 0.03% Add +1.9% 270 $31K
Raleigh Capital Management Inc. 0.01% Reduce -3.3% 265 $30K
Rise Advisors, LLC 0.01% Reduce -25.6% 253 $29K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 249 $28K
Riverview Trust Co 0.03% Reduce -3.2% 245 $28K
Leonteq Securities AG 0.00% Add +2762.5% 229 $26K
City Holding Co. 0.00% New 207 $24K
Lanark Financial, Inc. 0.00% — 204 $23K
Cullen/Frost Bankers, Inc. 0.00% Add +229.5% 201 $23K
Crowley Wealth Management, Inc. 0.02% No change 200 $23K
SOA Wealth Advisors, LLC. 0.00% No change 187 $21K
Hemington Wealth Management 0.00% Add +29.7% 179 $20K
Clearstead Trust, LLC 0.00% Add +211.8% 159 $18K
Central Pacific Bank - Trust Division 0.00% Reduce -21.6% 156 $18K
CoreCap Advisors, LLC 0.00% Add +9.2% 154 $18K
NFSG Corp 0.00% No change 150 $17K
Bell Investment Advisors, Inc 0.00% No change 144 $16K
Decker Retirement Planning Inc. 0.01% No change 124 $14K
Harbor Capital Advisors, Inc. 0.00% No change 119 $14K
MAI Capital Management 0.00% Add +10.4% 117 $13K
Caitong International Asset Management Co., Ltd 0.01% Reduce -88.5% 116 $13K
Frazier Financial Advisors, LLC 0.01% No change 106 $12K
GHP Investment Advisors, Inc. 0.00% No change 103 $12K
Farmers & Merchants Investments Inc. 0.00% Add +83.9% 103 $12K
Bayforest Capital Ltd 0.01% Add +827.3% 102 $12K
REAP Financial Group, LLC 0.00% Add +33.8% 99 $11K
CENTRAL TRUST Co 0.00% No change 91 $10K
Fortitude Family Office, LLC 0.00% Reduce -32.8% 84 $10K
JFS Wealth Advisors, LLC 0.00% Add +18.8% 82 $9K
Bogart Wealth, LLC 0.00% Reduce -6.1% 77 $9K
Private Wealth Management Group, LLC 0.00% No change 76 $9K
Avalon Trust Co 0.00% No change 74 $8K
Tradewinds Capital Management, LLC 0.00% No change 72 $8K
Rakuten Securities, Inc. 0.00% Add +3300.0% 68 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 64 $7K
Beacon Capital Management, LLC 0.00% New 64 $7K
HighMark Wealth Management LLC 0.00% Reduce -34.4% 63 $7K
Holos Integrated Wealth LLC 0.00% No change 62 $7K
Dagco, Inc. 0.00% New 62 $7K
High Note Wealth, LLC 0.00% No change 61 $7K
Harbour Investments, Inc. 0.00% Reduce -73.6% 58 $7K
Highline Wealth Partners LLC 0.00% New 43 $5K
Wolff Wiese Magana LLC 0.00% New 40 $5K
Colonial Trust Co / SC 0.00% Reduce -84.3% 40 $5K
First Command Advisory Services, Inc. 0.00% New 39 $4K
AdvisorNet Financial, Inc 0.00% Add +2.8% 37 $4K
MV Capital Management, Inc. 0.00% Reduce -28.0% 36 $4K
Larson Financial Group LLC 0.00% Add +775.0% 35 $4K
Financial Network Wealth Advisors LLC 0.00% Add +52.4% 32 $4K
NewSquare Capital LLC 0.00% New 32 $4K
1620 Investment Advisors, Inc. 0.00% No change 30 $3K
Provenance Wealth Advisors, LLC 0.00% No change 28 $3K
TD Capital Management LLC 0.00% No change 27 $3K
CX Institutional 0.00% New 30 $3K
Meeder Asset Management Inc. 0.00% New 26 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 25 $3K
Halbert Hargrove Global Advisors, LLC 0.00% Add +4.3% 24 $3K
SBI Securities Co., Ltd. 0.00% Reduce -17.2% 24 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.0% 23 $3K
Global Financial Private Client, LLC 0.00% Add +250.0% 21 $2K
Bruce G. Allen Investments, LLC 0.00% No change 18 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 18 $2K
Legacy Wealth Managment, LLC 0.00% No change 17 $2K
Bare Financial Services, Inc 0.00% New 13 $1K
Glen Eagle Advisors, LLC 0.00% No change 11 $1K
Sierra Ocean, LLC 0.00% No change 10 $1K
WealthCollab, LLC 0.00% No change 10 $1K
Kozak & Associates, Inc. 0.00% No change 9 $1K
Cromwell Holdings LLC 0.00% New 9 $1K
Valued Wealth Advisors LLC 0.00% Add +125.0% 9 $1K
Bokf, NA 0.00% No change 9 $1K
Rialto Wealth Management, LLC 0.00% New 7 $799
Hughes Financial Services, LLC 0.00% New 6 $689
Harbor Investment Advisory, LLC 0.00% No change 6 $685
Private Wealth Asset Management, LLC 0.00% — 6 $685
CVA Family Office, LLC 0.00% New 5 $571
HFM Investment Advisors, LLC 0.00% — 4 $457
Parkworth Wealth Management, Inc. 0.00% Add +33.3% 4 $456
Transce3nd, LLC 0.00% No change 4 $456
Bay Harbor Wealth Management, LLC 0.00% New 4 $456
Principia Wealth Advisory, LLC 0.00% New 4 $452
Wood Tarver Financial Group, LLC 0.00% No change 3 $343
American Capital Advisory, LLC 0.00% New 2 $229
Tortoise Investment Management, LLC 0.00% Reduce -99.6% 2 $228
Activest Wealth Management 0.00% Add +0.0% 2 $181
West Branch Capital LLC 0.00% Reduce -98.6% 1 $115
TFC Financial Management, Inc. 0.00% No change 1 $115
Stonebridge Financial Group, LLC 0.00% New 1 $114
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
Avion Wealth 0.00% New 3 $0

"% of holder's portfolio" is BJ's weight in each manager's 13F, not the share of Bj's Wholesale Club Holdings the manager owns.