Bj's Wholesale Club HoldingsBJ

13F holders, Q3 2025 (September 30)
608holders −37
77new positions
105sold out
9famous investors
$93.26avg. 13F price*

At the end of Q3 2025, 608 institutions reported holding Bj's Wholesale Club Holdings (BJ) in their 13F filings, down 37 from Q2 2025. 77 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($1.1B) and Victory Capital Management Inc. ($768.7M). 9 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Bj's Wholesale Club Holdings
Filed as
BJS WHSL CLUB HLDGS INC (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions77$246.2M
Exits105$199.3M

All 13F filers, Q2 2025 → Q3 2025: 18,856,885 shares bought and 11,109,669 shares sold, net +7,747,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 608 holders

Vanguard Group Inc. 0.02% Reduce -0.9% 12,977,327 $1.2B
BlackRock, Inc. 0.02% Reduce -0.5% 12,009,853 $1.1B
Victory Capital Management Inc. 0.45% Add +60.1% 8,225,865 $768.7M
FMR LLC 0.04% Reduce -32.2% 8,153,417 $760.3M
Franklin Resources Inc. 0.14% Add +1.1% 5,777,512 $538.8M
State Street Corp. 0.02% Add +25.4% 5,082,478 $473.9M
Massachusetts Financial Services Co. 0.14% Add +31.7% 4,791,602 $446.8M
Kayne Anderson Rudnick Investment Management LLC 0.97% Reduce -1.4% 4,253,583 $396.6M
Morgan Stanley 0.02% Add +24.3% 3,868,184 $360.7M
Bessemer Group Inc. 0.55% Reduce -2.7% 3,862,978 $360.2M
Wellington Management Group LLP 0.05% Add +32.9% 3,272,839 $305.2M
River Road Asset Management, LLC 3.25% Add +50.3% 3,105,758 $289.6M
Geode Capital Management, LLC 0.02% Add +28.4% 3,020,146 $281.7M
Bank of New York Mellon Corp 0.05% Reduce -2.2% 2,931,474 $273.4M
Select Equity Group, L.P. 1.17% Add +21.4% 2,928,120 $273.0M
JPMorgan Chase & Co. 0.01% Add +71.6% 2,352,381 $219.4M
Clearbridge Investments, LLC 0.15% Add +11.5% 2,168,737 $202.2M
Invesco Ltd. 0.02% Reduce -4.8% 1,686,716 $157.3M
Alliancebernstein L.P. 0.04% Add +0.2% 1,523,115 $142.0M
Bank of America Corp. 0.01% Add +14.0% 1,479,918 $138.0M
Dimensional Fund Advisors LP 0.03% Reduce -0.9% 1,446,879 $134.9M
Danica Pension, Livsforsikringsaktieselskab 1.71% New 1,185,231 $110.5M
Northern Trust Corp. 0.01% Add +1.3% 1,142,697 $106.6M
Capital International Investors 0.02% Add +0.0% 1,106,477 $103.2M
T. Rowe Price Investment Management, Inc. 0.06% Add +273.8% 1,089,331 $101.6M
TimesSquare Capital Management, LLC 1.45% Reduce -7.4% 1,084,359 $101.1M
UBS Group AG 0.02% Add +73.4% 1,065,704 $99.4M
Ameriprise Financial Inc. 0.02% Reduce -1.3% 964,983 $90.0M
Boston Trust Walden Corp 0.63% Add +7.3% 924,785 $86.2M
Wells Fargo & Company 0.02% Reduce -1.1% 924,000 $86.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.0% 887,940 $82.8M
Goldman Sachs Group Inc. 0.01% Reduce -15.5% 870,878 $81.2M
Lord, Abbett & Co. LLC 0.25% Reduce -9.9% 856,387 $79.9M
Primecap Management Co. 0.06% Reduce -0.7% 853,999 $79.6M
Raymond James Financial Inc. 0.03% Reduce -1.8% 852,762 $79.5M
Thrivent Financial for Lutherans 0.16% Reduce -3.3% 828,053 $77.2M
Rockefeller Capital Management L.P. 0.15% Reduce -3.0% 827,772 $77.2M
GW&K Investment Management, LLC 0.68% Add +14.7% 822,563 $76.7M
Squarepoint Ops LLC 0.16% Add +174.4% 800,799 $74.7M
Principal Financial Group Inc. 0.04% Reduce -19.3% 784,481 $73.2M
Fiduciary Management Inc. 0.72% Reduce -0.4% 765,260 $71.4M
Woodley Farra Manion Portfolio Management Inc. 3.00% Reduce -2.7% 683,362 $63.7M
Envestnet Asset Management Inc. 0.02% Add +3.9% 670,052 $62.5M
American Century Companies Inc. 0.03% Add +8.1% 647,094 $60.3M
Teacher Retirement System of Texas 0.23% Add +20.7% 611,418 $57.0M
Vaughan Nelson Investment Management, L.P. 0.49% Add +48.8% 583,416 $54.4M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -37.9% 574,051 $53.5M
Renaissance Technologies 0.07% Add +9.2% 560,754 $52.3M
FIL Ltd 0.04% Reduce -24.3% 505,873 $47.2M
Macquarie Group Ltd. 0.05% Reduce -7.0% 491,128 $45.8M
Focus Partners Wealth 0.07% Reduce -0.1% 487,636 $45.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -30.2% 472,606 $44.1M
Menora Mivtachim Holdings LTD. 0.21% No change 454,250 $42.4M
California Public Employees Retirement System 0.02% Reduce -12.8% 423,686 $39.5M
Man Group plc 0.08% Add +99.7% 419,753 $39.1M
D. E. Shaw & Co. 0.03% Add +199.1% 401,683 $37.5M
Holocene Advisors, LP 0.08% New 393,991 $36.7M
Artemis Investment Management LLP 0.45% Reduce -25.8% 385,667 $36.0M
T. Rowe Price Associates Inc. 0.00% Add +1.4% 382,026 $35.6M
Brown Brothers Harriman & Co. 0.21% Add +56889.0% 372,138 $34.7M
Blair William & Co. 0.09% Reduce -2.5% 370,048 $34.5M
Millennium Management 0.03% Add +78.8% 365,917 $34.1M
Marshall Wace, LLP 0.04% Add +36.5% 360,818 $33.6M
Tidal Investments LLC 0.14% Add +7.7% 359,658 $33.5M
Rhumbline Advisers 0.03% Reduce -1.4% 352,826 $32.9M
Rathbones Group PLC 0.13% Add +872.0% 343,107 $32.0M
Voloridge Investment Management, LLC 0.11% New 336,479 $31.4M
Baird Financial Group, Inc. 0.05% Reduce -22.0% 324,063 $30.2M
Royal Bank of Canada 0.01% Add +6.1% 313,654 $29.2M
Prana Capital Management, LP 0.96% Add +69.3% 307,960 $28.7M
Congress Asset Management Co. 0.19% Add +12.6% 302,329 $28.2M
Factory Mutual Insurance Co. 0.27% No change 301,537 $28.1M
Qube Research & Technologies Ltd 0.04% Reduce -43.1% 290,870 $27.1M
Westwood Holdings Group Inc. 0.19% Add +39.1% 283,918 $26.5M
Walter Public Investments Inc. 4.20% Add +2.1% 273,782 $25.5M
Citadel Advisors 0.02% Add +3.4% 263,413 $24.6M
Sei Investments Co. 0.03% Reduce -5.0% 262,358 $24.5M
Lazard Asset Management LLC 0.03% Add +10.2% 259,727 $24.2M
Legal & General Group Plc 0.01% Reduce -6.5% 257,284 $24.0M
Swiss National Bank 0.01% Add +1.8% 256,000 $23.9M
Neuberger Berman Group LLC 0.02% Reduce -51.7% 246,750 $23.0M
Jane Street Group, LLC 0.03% Add +212.6% 242,964 $22.7M
Royal London Asset Management Ltd. 0.05% Add +0.6% 240,782 $22.5M
Nuveen, LLC 0.01% Reduce -29.4% 239,061 $22.3M
Aberdeen Group plc 0.03% Reduce -1.5% 207,917 $19.5M
Nicholas Company, Inc. 0.32% Reduce -0.0% 203,889 $19.0M
Retirement Systems of Alabama 0.06% Reduce -0.9% 199,231 $18.6M
Loomis Sayles & Co. L P 0.02% Reduce -28.9% 195,096 $18.2M
Susquehanna International Group, LLP 0.03% Add +106.4% 190,334 $17.7M
Verition Fund Management LLC 0.10% Reduce -18.2% 186,352 $17.4M
Two Sigma Investments, LP 0.03% New 185,922 $17.3M
Citigroup Inc. 0.01% Reduce -26.4% 183,550 $17.1M
Baypointe Partners LLC 7.46% Add +337.5% 175,001 $16.3M
Curi Capital, LLC 0.29% Add +9.6% 168,657 $15.7M
Stifel Financial Corp. 0.01% Reduce -3.6% 167,305 $15.6M
AQR Capital Management 0.01% Reduce -86.7% 166,135 $15.5M
Barclays PLC 0.01% Add +46.0% 158,771 $14.8M
Foster Victor Wealth Advisors, LLC 0.91% Add +24.3% 158,249 $14.7M
LPL Financial LLC 0.00% Reduce -16.9% 152,842 $14.3M
New York State Teachers Retirement System 0.03% Add +0.1% 151,476 $14.1M
Schonfeld Strategic Advisors LLC 0.10% Add +19.2% 148,267 $13.8M
Janus Henderson Group PLC 0.01% Add +5.5% 143,859 $13.4M
Teachers Retirement System of the State of Kentucky 0.10% Add +25.8% 138,970 $13.0M
Zacks Investment Management 0.10% Add +1.3% 135,380 $12.6M
State of Wisconsin Investment Board 0.03% Add +2.4% 128,256 $12.0M
Truist Financial Corp. 0.02% Add +1.6% 127,745 $11.9M
California State Teachers Retirement System 0.01% Add +0.3% 124,942 $11.7M
Natixis Advisors, LLC 0.02% Add +20.6% 122,716 $11.4M
Thornburg Investment Management Inc. 0.15% Reduce -0.5% 122,522 $11.4M
Impax Asset Management Group plc 0.07% Reduce -7.1% 119,955 $11.2M
Amica Mutual Insurance Co. 1.02% Add +18.9% 118,540 $11.1M
Trexquant Investment LP 0.11% Add +642.3% 117,949 $11.0M
STRS Ohio 0.04% Reduce -49.8% 111,125 $10.4M
State Board of Administration of Florida Retirement System 0.02% Reduce -0.4% 108,456 $10.1M
Van Eck Associates Corp. 0.01% Add +5.0% 106,330 $9.9M
Osaic Holdings, Inc. 0.01% Add +165.6% 102,123 $9.6M
Mackenzie Financial Corp. 0.01% Reduce -7.0% 102,015 $9.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +22.4% 100,007 $9.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.4% 96,293 $9.0M
Fred Alger Management, LLC 0.03% Add +16.3% 93,269 $8.7M
Amundi 0.00% Add +14.9% 90,085 $8.1M
CANADA LIFE ASSURANCE Co 0.01% Add +0.6% 83,734 $7.9M
Assetmark, Inc. 0.02% Add +4780.4% 83,358 $7.8M
Ensign Peak Advisors, Inc 0.01% Add +33.0% 83,053 $7.7M
Contravisory Investment Management, Inc. 1.49% Reduce -3.5% 82,768 $7.7M
Comerica Bank 0.03% Reduce -15.9% 81,541 $7.6M
Hennessy Advisors Inc. 0.26% Reduce -7.3% 81,300 $7.6M
New York State Common Retirement Fund 0.01% Reduce -3.5% 78,352 $7.3M
Sterling Capital Management LLC 0.11% Reduce -0.0% 77,176 $7.2M
Toronto Dominion Bank 0.01% Add +638.4% 74,977 $7.0M
Trillium Asset Management, LLC 0.18% Reduce -1.7% 74,596 $7.0M
Illinois Municipal Retirement Fund 0.09% Add +6.2% 74,461 $6.9M
Janney Montgomery Scott LLC 0.02% Add +2.4% 70,961 $6.6M
MetLife Investment Management, LLC 0.03% Reduce -4.5% 68,765 $6.4M
Intech Investment Management LLC 0.06% Add +6.8% 68,074 $6.3M
SG Americas Securities, LLC 0.02% Add +256.8% 67,945 $6.3M
Bridgewater Associates 0.02% Add +769.5% 64,414 $6.0M
Geneos Wealth Management Inc. 0.15% Add +8.1% 64,152 $6.0M
Y-Intercept (Hong Kong) Ltd 0.14% New 63,000 $5.9M
Amalgamated Bank 0.04% Reduce -0.0% 62,129 $5.8M
Mutual of America Capital Management LLC 0.06% Reduce -7.1% 60,986 $5.7M
State of Tennessee, Department of Treasury 0.02% No change 59,379 $5.5M
Orion Porfolio Solutions, LLC 0.04% Add +50.3% 59,228 $5.5M
Treasurer of the State of North Carolina 0.02% Reduce -3.7% 58,767 $5.5M
Police & Firemen's Retirement System of New Jersey 0.04% Add +16.6% 57,944 $5.4M
Thematics Asset Management 0.24% Add +19.2% 57,453 $5.4M
Simplex Trading, LLC 0.11% Add +130.3% 55,461 $5.2M
South Dakota Investment Council 0.10% Reduce -7.1% 55,324 $5.2M
AXA Investment Managers S.A. 0.01% — 54,561 $5.1M
Magnetar Financial LLC 0.03% Add +807.5% 54,042 $5.0M
Waverly Advisors, LLC 0.05% Add +22.9% 51,518 $4.8M
Vestmark Advisory Solutions, Inc. 0.09% Add +20.9% 50,294 $4.7M
Vista Investment Partners LLC 1.27% Reduce -0.0% 48,753 $4.5M
BNP Paribas Financial Markets 0.00% Add +108.6% 48,712 $4.5M
Cetera Investment Advisers 0.01% Add +19.6% 47,903 $4.5M
Quantinno Capital Management LP 0.01% Reduce -22.6% 46,520 $4.3M
Sanctuary Advisors, LLC 0.02% Reduce -1.6% 45,285 $4.2M
State of New Jersey Common Pension Fund D 0.02% Add +1.4% 45,205 $4.2M
Bell Asset Management Ltd 1.14% Add +11.8% 44,819 $4.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -17.2% 44,621 $4.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +2994.8% 44,349 $4.1M
Pathstone Holdings, LLC 0.02% Reduce -17.7% 43,905 $4.1M
NewEdge Wealth, LLC 0.06% Reduce -1.5% 44,238 $4.0M
Yousif Capital Management, LLC 0.04% Reduce -6.5% 42,905 $4.0M
Covea Finance 0.14% Add +24.9% 42,200 $3.9M
Russell Investments Group, Ltd. 0.00% Add +11.2% 41,992 $3.9M
Chilton Investment Co. Inc. 0.08% Add +5.1% 41,956 $3.9M
Susquehanna Fundamental Investments, LLC 0.15% Reduce -58.4% 41,865 $3.9M
Reinhart Partners, Llc. 0.13% Reduce -3.1% 41,668 $3.9M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 40,831 $3.8M
Cerity Partners LLC 0.01% Reduce -19.9% 39,905 $3.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.5% 39,640 $3.7M
Fieldview Capital Management, LLC 0.60% New 39,362 $3.7M
Arizona State Retirement System 0.02% Add +1.7% 39,075 $3.6M
Martin & Co. Inc. 0.65% New 39,074 $3.6M
Crescent Park Management, L.P. 1.52% Reduce -6.3% 36,911 $3.4M
Louisiana State Employees Retirement System 0.06% Reduce -0.8% 36,800 $3.4M
Dean Investment Associates, LLC 0.47% Add +25.4% 35,920 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +33.2% 35,468 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -20.2% 34,657 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.1% 33,891 $3.2M
Agf Management Ltd. 0.01% New 33,676 $3.1M
AE Wealth Management LLC 0.02% Add +2.4% 33,411 $3.1M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -0.1% 33,024 $3.1M
First Trust Advisors LP 0.00% Add +52.0% 31,566 $2.9M
Oak Thistle LLC 0.45% New 31,452 $2.9M
State of Michigan Retirement System 0.01% Reduce -0.9% 31,415 $2.9M
Atria Investments, Inc 0.03% Reduce -22.3% 30,915 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -6.4% 30,551 $2.8M
KLP Kapitalforvaltning As 0.01% Reduce -4.7% 30,200 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.2% 29,433 $2.7M
Simon Quick Advisors, LLC 0.12% Add +0.9% 29,292 $2.7M
Canada Pension Plan Investment Board 0.00% New 28,900 $2.7M
Prudential Financial Inc. 0.00% Reduce -29.4% 28,529 $2.7M
&partners 0.02% Add +12.2% 28,148 $2.6M
Tealwood Asset Management Inc. 1.06% Reduce -3.7% 28,001 $2.6M
Ontario Teachers Pension Plan Board 0.06% Add +45.7% 27,990 $2.6M
New Mexico Educational Retirement Board 0.08% No change 27,500 $2.6M
FORA Capital, LLC 0.45% New 27,405 $2.6M
Vista Investment Partners Ii, LLC 1.17% Add +1.8% 27,002 $2.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.9% 26,568 $2.5M
Tilia Fiduciary Partners, Inc. 1.42% Add +3.0% 26,289 $2.5M
Hilton Capital Management, LLC 0.20% Add +5.9% 26,208 $2.4M
Oliver Luxxe Assets LLC 0.38% Add +62.3% 26,023 $2.4M
Game Creek Capital, LP 1.04% No change 26,000 $2.4M
Deutsche Bank AG 0.00% Add +11.5% 25,209 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +7.3% 24,973 $2.3M
Kestra Advisory Services, LLC 0.01% Add +29.8% 24,942 $2.3M
Ameritas Investment Partners, Inc. 0.07% Reduce -3.5% 24,753 $2.3M
Intrepid Capital Management Inc. 1.11% No change 24,320 $2.3M
Boston Partners 0.00% Reduce -27.4% 24,293 $2.3M
Capstone Investment Advisors, LLC 0.02% New 24,230 $2.3M
State of Alaska, Department of Revenue 0.02% Add +61.5% 24,147 $2.3M
Asset Management One Co., Ltd. 0.01% Reduce -38.2% 23,954 $2.2M
PEAK6 LLC 0.06% Reduce -22.8% 23,642 $2.2M
Fox Run Management, L.L.C. 0.34% Add +36.8% 23,596 $2.2M
IMC-Chicago, LLC 0.04% Reduce -24.6% 23,484 $2.2M
Boston Common Asset Management, LLC 0.06% Add +3.0% 22,479 $2.1M
TD Asset Management Inc 0.00% Add +98.0% 22,408 $2.1M
Federated Hermes, Inc. 0.00% Add +95.8% 21,753 $2.0M
Wolverine Trading, LLC 0.04% Add +62.5% 20,998 $2.0M
Mirabella Financial Services LLP 0.17% Add +158.2% 21,167 $2.0M
Hussman Strategic Advisors, Inc. 0.42% New 21,000 $2.0M
Resona Asset Management Co.,Ltd. 0.01% Add +0.9% 20,929 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +1.0% 20,449 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -10.5% 20,285 $1.9M
Inspire Investing, LLC 0.18% Add +14.4% 20,085 $1.9M
Knights of Columbus Asset Advisors LLC 0.11% Reduce -65.9% 20,069 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +84.9% 20,051 $1.9M
Glenmede Investment Management, LP 0.01% Reduce -1.3% 19,721 $1.8M
X-Square Capital, LLC 0.57% Add +1.6% 19,612 $1.8M
HRT Financial LP 0.01% New 19,585 $1.8M
Southeast Asset Advisors, LLC 0.20% Add +12.8% 19,344 $1.8M
Pictet Asset Management Holding SA 0.00% Reduce -5.1% 18,859 $1.8M
Dean Capital Management 0.67% Add +17.8% 18,399 $1.7M
Corient Private Wealth LP 0.00% Reduce -21.8% 18,378 $1.7M
Creative Planning 0.00% Add +9.1% 17,720 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.7% 17,650 $1.6M
Pacer Advisors, Inc. 0.00% Add +242.4% 17,590 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -5.8% 17,551 $1.6M
Entropy Technologies, LP 0.12% New 17,384 $1.6M
Two Sigma Advisers, LP 0.00% New 17,100 $1.6M
Diversify Wealth Management, LLC 0.09% Add +5.3% 17,037 $1.5M
Xponance LLC 0.01% Reduce -1.1% 16,486 $1.5M
Ethic Inc. 0.03% Reduce -7.6% 16,445 $1.5M
US Bancorp \de 0.00% Add +0.2% 16,273 $1.5M
Ostrum Asset Management 0.07% Add +57.0% 16,200 $1.5M
TD Private Client Wealth LLC 0.03% Reduce -9.1% 16,117 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +9.5% 15,971 $1.5M
Voya Investment Management LLC 0.00% Reduce -51.2% 15,830 $1.5M
OP Asset Management Ltd 0.02% Reduce -25.0% 15,615 $1.5M
Cox Capital Mgt LLC 0.94% Add +0.8% 15,452 $1.4M
Renaissance Group LLC 0.05% Reduce -95.5% 15,281 $1.4M
Summit Trail Advisors, LLC 0.02% Add +99.9% 15,226 $1.4M
MML Investors Services, LLC 0.00% Reduce -5.4% 15,209 $1.4M
Oak Ridge Investments LLC 0.09% Reduce -60.1% 14,951 $1.4M
Gsa Capital Partners LLP 0.11% Reduce -23.6% 14,613 $1.4M
Dynamic Technology Lab Private Ltd 0.23% Reduce -69.2% 14,569 $1.4M
Gotham Asset Management 0.01% Add +6.0% 14,414 $1.3M
HighTower Advisors, LLC 0.00% Reduce -58.0% 14,236 $1.3M
Occudo Quantitative Strategies LP 0.16% New 14,149 $1.3M
Bank of Montreal 0.00% Reduce -17.0% 14,021 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +4.8% 13,964 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -9.9% 13,561 $1.3M
Advisory Services Network, LLC 0.02% Add +18.3% 13,507 $1.3M
New York Life Investment Management LLC 0.01% Reduce -2.9% 13,325 $1.2M
New Age Alpha Advisors, LLC 0.05% Reduce -2.8% 13,297 $1.2M
Public Employees Retirement Association of Colorado 0.00% No change 13,261 $1.2M
Brevan Howard Capital Management LP 0.02% Reduce -69.1% 12,865 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -74.6% 12,719 $1.2M
Alliance Wealth Advisors, LLC 0.28% Add +7.0% 12,614 $1.2M
Walleye Trading LLC 0.02% Reduce -2.0% 12,535 $1.2M
JSF Financial, LLC 0.25% Add +1.9% 12,223 $1.1M
Captrust Financial Advisors 0.00% Reduce -24.7% 12,125 $1.1M
Quantbot Technologies LP 0.03% New 11,958 $1.1M
CenterBook Partners LP 0.05% New 11,483 $1.1M
Linden Thomas Advisory Services, LLC 0.11% Add +4.3% 11,469 $1.1M
Bleakley Financial Group, LLC 0.02% Reduce -4.3% 11,070 $1.0M
Amica Retiree Medical Trust 1.37% Add +18.5% 10,766 $1.0M
One Capital Management, LLC 0.03% Add +55.3% 10,688 $997K
Future Fund LLC 0.34% Add +57.9% 10,431 $973K
Knollwood Investment Advisory, LLC 0.09% Reduce -0.9% 10,372 $967K
Aigen Investment Management, LP 0.15% Reduce -38.9% 10,351 $965K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 10,202 $951K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 10,186 $950K
Crossmark Global Holdings, Inc. 0.01% Add +2.5% 10,100 $942K
Coldstream Capital Management Inc. 0.01% Add +23.6% 9,983 $931K
Securian Asset Management, Inc. 0.02% Reduce -1.3% 9,889 $922K
PNC Financial Services Group, Inc. 0.00% Add +17.5% 9,885 $922K
Financial Strategies Group, Inc. 0.17% Add +44.1% 10,069 $914K
Engineers Gate Manager LP 0.01% New 9,747 $909K
Tudor Investment Corporation 0.01% New 9,627 $898K
Jones Financial Companies LLLP 0.00% Add +2.4% 9,544 $889K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -58.2% 9,636 $867K
Park Avenue Securities LLC 0.01% Reduce -2.0% 9,282 $866K
Riverwater Partners LLC 0.35% Add +3.0% 9,130 $851K
Summit Wealth Group LLC / Co. 0.09% New 11,831 $844K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +64.0% 8,767 $818K
Yarbrough Capital, LLC 0.03% No change 8,673 $809K
Pitcairn Co. 0.06% Reduce -14.3% 8,541 $796K
Group One Trading LLC 0.02% New 8,527 $795K
M&T Bank Corp 0.00% Reduce -35.5% 8,485 $791K
Private Advisor Group, LLC 0.00% Add +54.4% 8,415 $785K
Exchange Traded Concepts, LLC 0.01% Add +15.8% 8,322 $776K
Daymark Wealth Partners, LLC 0.03% Add +0.6% 8,293 $773K
Vestcor Inc 0.02% No change 8,273 $771K
Heartland Advisors Inc. 0.04% New 8,046 $750K
Mariner, LLC 0.00% Reduce -66.5% 7,704 $718K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -17.8% 7,661 $714K
Dark Forest Capital Management LP 0.03% Add +98.4% 7,643 $713K
Jump Financial, LLC 0.01% New 7,407 $691K
Inspire Advisors, LLC 0.07% Add +8.2% 7,293 $680K
Mercer Global Advisors Inc. 0.00% Reduce -39.0% 7,210 $672K
Elevation Point Wealth Partners, LLC 0.05% Add +11689.8% 6,956 $649K
Norden Group LLC 0.07% Reduce -9.7% 6,912 $644K
Utah Retirement Systems 0.01% No change 6,909 $644K
Patten Group, Inc. 0.13% Add +170.7% 6,887 $642K
Wright Investors Service Inc. 0.18% Reduce -11.6% 6,834 $637K
Axxcess Wealth Management, LLC 0.01% Add +14.6% 6,811 $635K
Quadrant Capital Group LLC 0.02% Reduce -37.6% 6,799 $634K
HSBC Holdings PLC 0.00% Reduce -49.5% 6,766 $631K
Diversify Advisory Services, LLC 0.02% Add +14.0% 6,920 $628K
Hartford Funds Management Co LLC 0.05% New 6,718 $627K
Union Bancaire Privee, UBP SA 0.01% Add +178.7% 6,645 $619K
Axq Capital, LP 0.23% New 6,571 $613K
Gateway Investment Advisers LLC 0.01% Add +121.5% 6,563 $612K
GAMMA Investing LLC 0.03% Reduce -8.1% 6,454 $602K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +1.9% 6,429 $600K
J.Safra Asset Management Corp 0.04% Add +19.5% 6,401 $597K
Tyche Wealth Partners LLC 0.10% Add +0.8% 6,284 $586K
Fisher Asset Management 0.00% Reduce -3.4% 6,226 $581K
Maryland State Retirement & Pension System 0.01% No change 6,165 $575K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 6,107 $570K
Swiss Life Asset Management Ltd 0.00% Add +78.5% 6,098 $569K
Sherbrooke Park Advisers LLC 0.26% Reduce -42.7% 6,053 $564K
Moors & Cabot, Inc. 0.02% Reduce -2.5% 5,981 $558K
Frontier Capital Management Co. LLC 0.01% Reduce -97.0% 5,959 $556K
American Trust Investment Advisors, LLC 0.28% No change 5,815 $542K
Rafferty Asset Management, LLC 0.00% Add +3.4% 5,801 $541K
Boothbay Fund Management, LLC 0.01% New 5,740 $535K
Cooper Financial Group 0.06% Reduce -7.7% 5,639 $526K
ProShare Advisors LLC 0.00% Reduce -4.1% 5,617 $524K
Islay Capital Management, LLC 0.30% New 5,608 $523K
Regions Financial Corp. 0.00% Reduce -3.7% 5,506 $513K
QRG Capital Management, Inc. 0.01% Reduce -31.2% 5,425 $506K
Fifth Third Wealth Advisors LLC 0.02% Reduce -6.0% 5,345 $498K
LVW Advisors, LLC 0.05% Reduce -11.8% 5,317 $496K
Legacy Capital Group California, Inc. 0.13% Reduce -1.4% 5,274 $492K
Bank of Hawaii 0.02% Reduce -23.3% 5,219 $487K
Portside Wealth Group, LLC 0.07% Add +3.3% 5,196 $485K
Commerce Bank 0.00% Add +3.5% 5,193 $484K
NewEdge Advisors, LLC 0.00% Reduce -11.1% 5,166 $482K
Tectonic Advisors LLC 0.03% Add +19.8% 5,121 $478K
Fulton Bank, N.A. 0.02% Reduce -1.0% 5,121 $478K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.8% 5,041 $470K
GPS Wealth Strategies Group, LLC 0.05% Reduce -12.3% 4,909 $458K
Equitable Holdings, Inc. 0.00% Add +16.4% 4,872 $454K
Merit Financial Group, LLC 0.00% Reduce -42.5% 4,865 $454K
Cwm, LLC 0.00% Reduce -79.0% 4,806 $448K
Impact Capital Partners LLC 0.13% Reduce -8.0% 4,783 $446K
Quantitative Investment Management, LLC 0.06% Add +22.4% 4,723 $440K
Kestra Private Wealth Services, LLC 0.01% Reduce -37.6% 4,706 $439K
Shelton Capital Management 0.01% No change 4,685 $437K
Cornerstone Investment Partners, LLC 0.02% Add +1.9% 4,659 $434K
Tower Research Capital LLC (TRC) 0.01% No change 4,632 $432K
Sendero Wealth Management, LLC 0.05% No change 4,591 $428K
Vident Advisory, LLC 0.00% Reduce -10.0% 4,577 $427K
Bryce Point Capital, LLC 0.51% New 4,511 $421K
HighPoint Advisor Group LLC 0.02% Add +16.4% 4,506 $420K
Retirement Planning Co of New England, Inc. 0.17% Add +21.8% 4,443 $414K
Colonial River Investments, LLC 0.15% Add +24.8% 4,350 $406K
Wealth Alliance, LLC 0.04% Reduce -0.6% 4,247 $396K
CIBC Asset Management Inc 0.00% No change 4,227 $394K
CreativeOne Wealth, LLC 0.01% Reduce -11.5% 4,224 $394K
Evergreen Capital Management LLC 0.01% Add +88.3% 4,220 $394K
Bank of Nova Scotia 0.00% New 4,201 $392K
Nicolet Advisory Services, LLC 0.03% New 4,332 $390K
Oppenheimer & Co. Inc. 0.00% Add +59.2% 4,116 $384K
O'Brien Greene & Co. Inc 0.11% Add +14.3% 4,000 $373K
Principal Securities, Inc. 0.01% Reduce -14.4% 3,998 $373K
Everpar Advisors LLC 0.14% Reduce -6.9% 3,900 $364K
iA Global Asset Management Inc. 0.00% New 3,858 $360K
PDT Partners, LLC 0.02% No change 3,859 $360K
Old National Bancorp 0.01% Add +10.6% 3,766 $351K
DAVENPORT & Co LLC 0.00% Add +8.6% 3,659 $341K
KBC Group NV 0.00% No change 3,580 $334K
Sequoia Financial Advisors, LLC 0.00% Add +4.1% 3,483 $325K
Snowden Capital Advisors LLC 0.01% Add +11.1% 3,435 $320K
Heritage Family Offices, LLP 0.15% Reduce -0.5% 3,426 $319K
AlphaCore Capital LLC 0.01% Add +11.3% 3,397 $317K
Wealthfront Advisers LLC 0.00% Add +2.5% 3,356 $313K
First Horizon Corp. 0.01% — 3,297 $307K
HB Wealth Management, LLC 0.00% Add +34.0% 3,241 $302K
Forum Financial Management, LP 0.00% Add +32.9% 3,230 $301K
Kestra Investment Management, LLC 0.01% Reduce -0.9% 3,221 $300K
Sagespring Wealth Partners, LLC 0.01% Reduce -22.9% 3,219 $300K
Moody Aldrich Partners LLC 0.06% Reduce -0.4% 3,190 $297K
Vontobel Holding Ltd. 0.00% Add +9.1% 3,121 $291K
Praxis Investment Management Inc. 0.02% No change 3,100 $289K
Ballentine Partners, LLC 0.00% Reduce -1.0% 3,075 $287K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.5% 3,068 $286K
VestGen Advisors, LLC 0.01% Add +4.0% 3,061 $285K
Hantz Financial Services, Inc. 0.00% Add +286.5% 3,034 $283K
Profund Advisors LLC 0.01% Add +5.8% 3,014 $281K
Significant Wealth Partners LLC 0.14% Add +27.7% 3,012 $281K
Centaurus Financial, Inc. 0.01% Reduce -12.3% 3,007 $280K
Panagora Asset Management Inc. 0.00% Reduce -2.1% 3,002 $280K
Benjamin Edwards Inc. 0.00% New 2,946 $275K
Ausdal Financial Partners, Inc. 0.01% Add +45.7% 2,930 $273K
Wedmont Private Capital 0.01% Reduce -19.1% 2,933 $264K
International Assets Investment Management, LLC 0.02% No change 2,461 $263K
Applied Finance Capital Management, LLC 0.02% Reduce -10.3% 2,812 $262K
Vise Technologies, Inc. 0.01% Reduce -15.5% 2,751 $257K
Strategic Investment Advisors / MI 0.02% New 2,720 $254K
Institute for Wealth Management, LLC. 0.03% New 2,690 $251K
Farther Finance Advisors, LLC 0.00% Reduce -62.8% 2,670 $249K
Trust Point Inc. 0.02% Reduce -3.7% 2,651 $247K
Signaturefd, LLC 0.00% Add +9.4% 2,574 $240K
Mgo One Seven LLC 0.01% Reduce -21.1% 2,548 $238K
Gibbs Wealth Management 0.05% Reduce -26.6% 2,547 $238K
Thrive Wealth Management, LLC 0.04% Reduce -4.9% 2,528 $236K
Arkadios Wealth Advisors 0.01% New 2,494 $233K
Morris Financial Concepts, Inc. 0.08% Add +6.2% 2,438 $227K
Stratos Wealth Partners, LTD. 0.00% New 2,435 $227K
Legacy Wealth Asset Management, LLC 0.06% Add +1.5% 2,430 $227K
Ascentis Independent Advisors 0.04% Add +3.4% 2,425 $226K
Fiduciary Trust Co 0.00% Add +13.1% 2,410 $225K
Greenleaf Trust 0.00% Reduce -3.0% 2,395 $223K
Yorktown Management & Research Co Inc 0.18% Reduce -45.6% 2,390 $223K
Voleon Capital Management LP 0.01% New 2,376 $222K
Advisor OS, LLC 0.02% Reduce -22.5% 2,354 $220K
Quarry LP 0.06% New 2,349 $219K
Navellier & Associates Inc. 0.02% Reduce -0.2% 2,297 $214K
Brown Advisory Inc. 0.00% Reduce -0.8% 2,282 $213K
Financial Engines Advisors L.L.C. 0.00% New 2,276 $212K
MeadowBrook Investment Advisors LLC 0.18% No change 2,235 $208K
DRW Securities, LLC 0.01% New 2,234 $208K
EverSource Wealth Advisors, LLC 0.01% Reduce -48.1% 2,225 $207K
Balefire, LLC 0.04% New 2,201 $205K
Anchor Investment Management, LLC 0.02% No change 2,187 $204K
Whittier Trust Co. 0.00% Reduce -15.8% 2,192 $203K
L2 Asset Management, LLC 0.03% Add +3.0% 2,158 $201K
Shell Asset Management Co. 0.02% Reduce -56.4% 1,972 $184K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.6% 1,925 $180K
IFP Advisors, Inc 0.00% Reduce -5.0% 1,886 $176K
Parallel Advisors, LLC 0.00% Add +13.7% 1,869 $174K
AlphaQuest LLC 0.01% Reduce -77.1% 1,835 $171K
Arax Advisory Partners 0.00% Add +284.5% 1,815 $169K
Westpac Banking Corp. 0.01% Add +56.4% 1,722 $161K
Daiwa Securities Group Inc. 0.00% Reduce -75.2% 1,690 $158K
Mather Group, Llc. 0.00% New 1,577 $147K
Fifth Third Bancorp 0.00% Reduce -8.7% 1,480 $138K
TD Waterhouse Canada Inc. 0.00% Reduce -75.9% 1,444 $131K
State of Wyoming 0.01% Reduce -58.4% 1,390 $130K
Sound Income Strategies, LLC 0.01% No change 1,442 $128K
Smartleaf Asset Management LLC 0.01% Add +33.1% 1,303 $122K
UMB Bank, n.a. 0.00% Reduce -14.7% 1,282 $120K
Truvestments Capital LLC 0.02% No change 1,246 $116K
Caitong International Asset Management Co., Ltd 0.08% Add +3621.2% 1,228 $115K
Nisa Investment Advisors, LLC 0.00% Reduce -31.7% 1,089 $102K
Allworth Financial LP 0.00% Add +30.3% 959 $89K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -13.5% 945 $88K
Nomura Asset Management Co. Ltd. 0.00% No change 850 $79K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.4% 831 $77K
CIBC Private Wealth Group LLC 0.00% Reduce -26.1% 819 $76K
Acadian Asset Management LLC 0.00% No change 819 $76K
Danske Bank A/S 0.00% Reduce -10.8% 800 $75K
National Bank of Canada 0.00% Add +6.4% 785 $73K
LRI Investments, LLC 0.01% Reduce -24.1% 772 $72K
HHM Wealth Advisors, LLC 0.01% No change 750 $70K
Global Retirement Partners, LLC 0.00% Reduce -96.0% 710 $66K
HM Payson & Co. 0.00% No change 633 $59K
Spire Wealth Management 0.00% Reduce -8.5% 611 $57K
Cullen/Frost Bankers, Inc. 0.00% Reduce -7.0% 518 $48K
Blue Trust, Inc. 0.00% Reduce -0.6% 499 $47K
Essential Partners LLC 0.01% Reduce -48.1% 468 $44K
Wealthspire Advisors, LLC 0.00% New 467 $44K
City State Bank 0.01% No change 450 $42K
Leonteq Securities AG 0.00% Add +51.9% 436 $41K
Huntington National Bank 0.00% Reduce -20.9% 421 $39K
Clearstead Advisors, LLC 0.00% Reduce -43.9% 411 $38K
Wilmington Savings Fund Society, FSB 0.00% Reduce -27.2% 401 $37K
Bartlett & Co. Wealth Management LLC 0.00% No change 377 $35K
Old Second National Bank of Aurora 0.01% Add +25.0% 375 $35K
CI Investments Inc. 0.00% Reduce -25.4% 367 $34K
Sunbelt Securities, Inc. 0.00% New 362 $34K
SJS Investment Consulting Inc. 0.00% No change 358 $33K
Central Pacific Bank - Trust Division 0.00% Add +46.0% 330 $31K
MAI Capital Management 0.00% Reduce -43.5% 328 $31K
Ameritas Advisory Services, LLC 0.00% No change 325 $30K
Asset Dedication, LLC 0.00% No change 318 $30K
Private Trust Co. NA 0.00% Add +0.6% 315 $29K
Eastern Bank 0.00% New 313 $29K
Root Financial Partners, LLC 0.00% New 307 $29K
Financial Management Professionals, Inc. 0.00% Reduce -22.7% 303 $28K
Roxbury Financial LLC 0.03% New 300 $28K
Davis Capital Management 0.02% — 300 $28K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 290 $27K
REAP Financial Group, LLC 0.01% Add +14.0% 285 $27K
Versant Capital Management, Inc 0.00% Reduce -37.5% 280 $26K
Rise Advisors, LLC 0.01% No change 253 $24K
TFC Financial Management, Inc. 0.00% Add +25000.0% 251 $23K
Grove Bank & Trust 0.00% No change 250 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 249 $23K
Walleye Capital LLC 0.00% Reduce -96.3% 236 $22K
Raleigh Capital Management Inc. 0.01% Reduce -4.6% 227 $21K
SBI Securities Co., Ltd. 0.00% Add +107.2% 201 $19K
Crowley Wealth Management, Inc. 0.01% No change 200 $19K
Berbice Capital Management LLC 0.01% Add +100.0% 200 $19K
Financial Gravity Asset Management, Inc. 0.00% — 200 $19K
Optiver Holding B.V. 0.00% Reduce -30.2% 192 $18K
SOA Wealth Advisors, LLC. 0.00% No change 187 $17K
True Wealth Design, LLC 0.01% Reduce -40.5% 176 $16K
Hemington Wealth Management 0.00% Reduce -15.3% 177 $16K
Clal Insurance Enterprises Holdings Ltd 0.00% New 173 $16K
Clearstead Trust, LLC 0.00% No change 159 $15K
CoreCap Advisors, LLC 0.00% Reduce -3.8% 151 $14K
Bell Investment Advisors, Inc 0.00% Add +3.5% 149 $14K
Grey Fox Wealth Advisors, LLC 0.00% New 133 $12K
Harbour Investments, Inc. 0.00% Reduce -89.0% 127 $12K
Murphy & Mullick Capital Management Corp 0.01% Reduce -53.6% 130 $12K
Decker Retirement Planning Inc. 0.01% No change 124 $12K
Transamerica Financial Advisors, LLC 0.00% New 118 $11K
Farmers & Merchants Investments Inc. 0.00% Add +4.4% 118 $11K
Parkside Financial Bank & Trust 0.00% Reduce -52.6% 117 $11K
Covestor Ltd 0.01% Reduce -60.1% 106 $10K
Frazier Financial Advisors, LLC 0.01% No change 106 $10K
C M Bidwell & Associates Ltd. 0.00% Reduce -90.4% 105 $10K
GHP Investment Advisors, Inc. 0.00% No change 103 $10K
NFSG Corp 0.00% No change 100 $9K
Bayforest Capital Ltd 0.00% Reduce -79.2% 98 $9K
Fortitude Family Office, LLC 0.00% Add +3.2% 97 $9K
Bogart Wealth, LLC 0.00% Add +1.2% 82 $8K
Private Wealth Management Group, LLC 0.00% No change 76 $7K
Glen Eagle Advisors, LLC 0.00% Add +572.7% 74 $7K
Avalon Trust Co 0.00% No change 74 $7K
Tradewinds Capital Management, LLC 0.00% No change 72 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -21.6% 69 $6K
Wealth Watch Advisors, INC 0.00% New 69 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -48.0% 64 $6K
HighMark Wealth Management LLC 0.00% No change 63 $6K
Dagco, Inc. 0.00% No change 62 $6K
Manchester Capital Management LLC 0.00% New 61 $6K
Holos Integrated Wealth LLC 0.00% No change 62 $6K
Bare Financial Services, Inc 0.00% Add +3.7% 56 $5K
CENTRAL TRUST Co 0.00% Reduce -46.4% 52 $5K
Highline Wealth Partners LLC 0.00% No change 43 $4K
Carolina Wealth Advisors, LLC 0.00% No change 42 $4K
Colonial Trust Co / SC 0.00% Add +2.5% 41 $4K
Wolff Wiese Magana LLC 0.00% No change 40 $4K
First Command Advisory Services, Inc. 0.00% No change 39 $4K
Heartwood Wealth Advisors LLC 0.00% New 36 $3K
AdvisorNet Financial, Inc 0.00% No change 35 $3K
Larson Financial Group LLC 0.00% Reduce -43.3% 34 $3K
CX Institutional 0.00% No change 30 $3K
Financial Network Wealth Advisors LLC 0.00% No change 32 $3K
Ossiam 0.00% Reduce -96.7% 31 $3K
1620 Investment Advisors, Inc. 0.00% No change 30 $3K
MV Capital Management, Inc. 0.00% No change 30 $3K
Provenance Wealth Advisors, LLC 0.00% No change 28 $3K
Palisade Asset Management, LLC 0.00% New 27 $3K
TD Capital Management LLC 0.00% No change 27 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 25 $2K
Johnson Financial Group, Inc. 0.00% New 25 $2K
Marquette Asset Management, LLC 0.00% New 24 $2K
Halbert Hargrove Global Advisors, LLC 0.00% No change 23 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.7% 21 $2K
Cape Investment Advisory, Inc. 0.00% New 21 $2K
Albion Financial Group 0.00% New 20 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 18 $2K
Bruce G. Allen Investments, LLC 0.00% No change 18 $2K
Lanark Financial, Inc. 0.00% Reduce -91.8% 18 $2K
Hughes Financial Services, LLC 0.00% Add +200.0% 18 $2K
Physician Wealth Advisors, Inc. 0.00% New 17 $2K
Legacy Wealth Managment, LLC 0.00% No change 16 $1K
Kilter Group LLC 0.00% No change 13 $1K
Beaird Harris Wealth Management, LLC 0.00% Add +100.0% 12 $1K
Retirement Wealth Solutions LLC 0.00% New 11 $1K
Cloud Capital Management, LLC 0.00% New 19 $1K
Valued Wealth Advisors LLC 0.00% Add +11.1% 10 $933
WealthCollab, LLC 0.00% No change 10 $933
Aventura Private Wealth, LLC 0.00% No change 10 $933
Raffa Wealth Management, LLC 0.00% New 10 $933
JPL Wealth Management, LLC 0.00% New 10 $933
Archer Investment Corp 0.00% Reduce -50.0% 8 $746
Tortoise Investment Management, LLC 0.00% Add +60.0% 8 $746
Cedar Mountain Advisors, LLC 0.00% New 7 $653
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 6 $560
Rothschild Investment LLC 0.00% New 6 $560
Bay Harbor Wealth Management, LLC 0.00% Reduce -14.3% 6 $559
SouthState Bank Corp 0.00% New 5 $467
Anfield Capital Management, LLC 0.00% New 5 $466
North Star Investment Management Corp. 0.00% New 5 $466
Quent Capital, LLC 0.00% New 5 $466
Elevation Wealth Partners, LLC 0.00% New 4 $373
Rialto Wealth Management, LLC 0.00% Reduce -60.0% 4 $373
Harbor Investment Advisory, LLC 0.00% No change 4 $373
Salomon & Ludwin, LLC 0.00% New 3 $278
Key Financial Inc 0.00% New 3 $272
Rakuten Securities, Inc. 0.00% No change 2 $187
Seneschal Advisors, LLC 0.00% New 2 $187
Principia Wealth Advisory, LLC 0.00% Reduce -66.7% 2 $187
Cornerstone Planning Group LLC 0.00% Reduce -33.3% 2 $179
American Capital Advisory, LLC 0.00% Reduce -66.7% 1 $94
High Note Wealth, LLC 0.00% No change 1 $93
Activest Wealth Management 0.00% No change 1 $55
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
Avion Wealth 0.00% Add +166.7% 8 $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.