Bj's Wholesale Club HoldingsBJ

13F holders, Q4 2025 (December 31)
626holders +18
67new positions
66sold out
9famous investors
$90.04avg. 13F price*

At the end of Q4 2025, 626 institutions reported holding Bj's Wholesale Club Holdings (BJ) in their 13F filings, up 18 from Q3 2025. 67 opened new positions and 66 sold out. The largest holders were Victory Capital Management Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and BlackRock, Inc. ($1.1B). 9 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$165.9M
Exits66$199.9M

All 13F filers, Q3 2025 → Q4 2025: 14,204,654 shares bought and 16,108,081 shares sold, net −1,903,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 626 holders

Victory Capital Management Inc. 0.66% Add +57.2% 12,930,288 $1.2B
Vanguard Group Inc. 0.02% Reduce -1.9% 12,735,784 $1.1B
BlackRock, Inc. 0.02% Add +2.2% 12,276,792 $1.1B
FMR LLC 0.04% Reduce -3.8% 7,844,341 $706.2M
Franklin Resources Inc. 0.15% Add +12.8% 6,514,642 $586.5M
State Street Corp. 0.02% Add +7.7% 5,471,805 $492.6M
Kayne Anderson Rudnick Investment Management LLC 0.94% Reduce -8.1% 3,907,953 $351.8M
Massachusetts Financial Services Co. 0.10% Reduce -27.9% 3,456,003 $311.1M
Wellington Management Group LLP 0.05% Add +5.5% 3,452,562 $310.8M
River Road Asset Management, LLC 3.36% Add +9.6% 3,403,710 $306.4M
JPMorgan Chase & Co. 0.02% Add +31.3% 3,088,378 $278.0M
Morgan Stanley 0.02% Reduce -20.5% 3,076,557 $277.0M
Geode Capital Management, LLC 0.02% Add +1.6% 3,069,753 $276.4M
Bank of New York Mellon Corp 0.04% Reduce -3.2% 2,837,029 $255.4M
Select Equity Group, L.P. 1.13% Reduce -8.1% 2,692,084 $242.4M
Dimensional Fund Advisors LP 0.04% Add +33.2% 1,927,593 $173.5M
Bessemer Group Inc. 0.26% Reduce -51.7% 1,865,362 $167.9M
Invesco Ltd. 0.02% Add +7.7% 1,817,247 $163.6M
Bank of America Corp. 0.01% Add +15.9% 1,714,881 $154.4M
Norges Bank 0.02% — 1,685,712 $151.8M
Clearbridge Investments, LLC 0.12% Reduce -24.0% 1,647,471 $148.3M
Alliancebernstein L.P. 0.04% Reduce -1.9% 1,493,878 $134.5M
T. Rowe Price Investment Management, Inc. 0.07% Add +8.8% 1,184,739 $106.7M
Northern Trust Corp. 0.01% Reduce -2.3% 1,116,496 $100.5M
Capital International Investors 0.02% Reduce -0.0% 1,106,411 $99.6M
Boston Trust Walden Corp 0.63% Reduce -0.1% 924,289 $83.2M
Charles Schwab Investment Management Inc. 0.01% Add +2.4% 908,856 $81.8M
Wells Fargo & Company 0.02% Reduce -5.3% 875,189 $78.8M
Marshall Wace, LLP 0.08% Add +140.3% 867,105 $78.1M
TimesSquare Capital Management, LLC 1.17% Reduce -20.1% 865,901 $78.0M
Primecap Management Co. 0.06% Reduce -1.2% 843,379 $75.9M
Raymond James Financial Inc. 0.02% Reduce -2.5% 831,129 $74.8M
Lord, Abbett & Co. LLC 0.24% Reduce -4.8% 815,176 $73.4M
D. E. Shaw & Co. 0.06% Add +101.7% 810,196 $72.9M
GW&K Investment Management, LLC 0.59% Reduce -7.2% 763,595 $68.7M
Ameriprise Financial Inc. 0.02% Reduce -21.4% 758,243 $68.3M
Danica Pension, Livsforsikringsaktieselskab 0.96% Reduce -37.5% 740,977 $66.7M
Fiduciary Management Inc. 0.72% Reduce -5.4% 724,153 $65.2M
Menora Mivtachim Holdings LTD. 0.29% Add +53.0% 694,850 $62.6M
Royal Bank of Canada 0.01% Add +109.3% 656,429 $59.1M
UBS Group AG 0.01% Reduce -38.6% 654,506 $58.9M
Envestnet Asset Management Inc. 0.02% Reduce -4.0% 643,358 $57.9M
Rockefeller Capital Management L.P. 0.10% Reduce -26.3% 610,468 $55.0M
Principal Financial Group Inc. 0.03% Reduce -22.5% 608,156 $54.8M
Woodley Farra Manion Portfolio Management Inc. 2.52% Reduce -14.0% 587,450 $52.9M
Millennium Management 0.04% Add +59.3% 582,938 $52.5M
Brown Brothers Harriman & Co. 0.28% Add +50.7% 560,737 $50.5M
American Century Companies Inc. 0.02% Reduce -18.1% 529,741 $47.7M
Goldman Sachs Group Inc. 0.01% Reduce -39.3% 528,718 $47.6M
Focus Partners Wealth 0.05% Add +6.2% 517,731 $47.3M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -9.6% 519,211 $46.7M
FIL Ltd 0.03% Reduce -4.5% 482,927 $43.5M
Voloridge Investment Management, LLC 0.15% Add +43.2% 481,797 $43.4M
Nomura Asset Management International Inc. 0.07% — 480,586 $43.3M
Lazard Asset Management LLC 0.07% Add +70.3% 442,407 $39.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -8.1% 434,360 $39.1M
T. Rowe Price Associates Inc. 0.00% Add +7.9% 412,205 $37.1M
Life Cycle Investment Partners Ltd 0.22% — 353,793 $31.9M
Rhumbline Advisers 0.03% Reduce -0.9% 349,671 $31.5M
Congress Asset Management Co. 0.22% Add +13.8% 344,146 $31.0M
California Public Employees Retirement System 0.02% Reduce -19.6% 340,677 $30.7M
Tidal Investments LLC 0.13% Reduce -5.6% 339,580 $30.6M
Baird Financial Group, Inc. 0.05% Add +3.6% 335,584 $30.2M
Sei Investments Co. 0.03% Add +26.4% 331,656 $29.9M
Toronto Dominion Bank 0.05% Add +340.0% 329,868 $29.7M
Rathbones Group PLC 0.12% Reduce -4.2% 328,601 $29.6M
Vaughan Nelson Investment Management, L.P. 0.29% Reduce -43.7% 328,426 $29.6M
BNP Paribas Financial Markets 0.02% Add +568.6% 325,702 $29.3M
Blair William & Co. 0.07% Reduce -19.9% 296,506 $26.7M
Adage Capital Partners Gp, L.L.C. 0.04% New 285,000 $25.7M
Westwood Holdings Group Inc. 0.21% Reduce -1.3% 280,347 $25.2M
Swiss National Bank 0.01% Add +1.5% 259,800 $23.4M
Walter Public Investments Inc. 4.07% Reduce -6.7% 255,470 $23.0M
Neuberger Berman Group LLC 0.02% Add +0.3% 247,562 $22.3M
Royal London Asset Management Ltd. 0.05% Add +2.2% 246,081 $22.2M
Nuveen, LLC 0.01% Reduce -0.6% 237,530 $21.4M
AQR Capital Management 0.01% Add +41.5% 234,997 $21.1M
Squarepoint Ops LLC 0.04% Reduce -74.1% 207,367 $18.7M
Legal & General Group Plc 0.00% Reduce -21.1% 202,901 $18.3M
Retirement Systems of Alabama 0.06% Reduce -0.8% 197,700 $17.8M
Capital Fund Management S.A. 0.17% New 193,946 $17.5M
Renaissance Technologies 0.03% Reduce -65.5% 193,600 $17.4M
Nicholas Company, Inc. 0.30% Reduce -5.3% 192,994 $17.4M
Silvercrest Asset Management Group LLC 0.12% New 192,128 $17.3M
Janus Henderson Group PLC 0.01% Add +22.1% 175,575 $15.8M
Foster Victor Wealth Advisors, LLC 0.91% Add +5.7% 167,199 $15.6M
Man Group plc 0.03% Reduce -59.4% 170,351 $15.3M
Loomis Sayles & Co. L P 0.02% Reduce -13.2% 169,372 $15.2M
Walleye Capital LLC 0.09% Add +71346.2% 168,613 $15.2M
Amundi 0.00% Add +86.6% 168,084 $15.1M
Curi Capital, LLC 0.26% Reduce -3.0% 163,595 $14.7M
Stifel Financial Corp. 0.01% Reduce -6.8% 155,882 $14.0M
LPL Financial LLC 0.00% Reduce -0.1% 152,664 $13.7M
Teachers Retirement System of the State of Kentucky 0.10% Add +9.8% 152,661 $13.7M
Barclays PLC 0.01% Reduce -4.3% 151,993 $13.7M
New York State Teachers Retirement System 0.03% Reduce -0.1% 151,376 $13.6M
STRS Ohio 0.05% Add +30.1% 144,631 $13.0M
Citigroup Inc. 0.01% Reduce -23.1% 141,053 $12.7M
Amica Mutual Insurance Co. 1.09% Add +17.8% 139,617 $12.6M
Alta Capital Management LLC/ 0.84% New 139,522 $12.6M
Jane Street Group, LLC 0.01% Reduce -42.6% 139,431 $12.6M
Cibc World Market Inc. 0.02% New 136,467 $12.3M
Frontier Capital Management Co. LLC 0.13% Add +2163.8% 134,903 $12.1M
Zacks Investment Management 0.09% Reduce -2.3% 132,276 $11.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +26.5% 126,539 $11.4M
State of Wisconsin Investment Board 0.03% Reduce -1.4% 126,409 $11.4M
California State Teachers Retirement System 0.01% Reduce -0.4% 124,478 $11.2M
Thornburg Investment Management Inc. 0.14% Reduce -0.7% 121,685 $11.0M
Impax Asset Management Group plc 0.07% No change 119,955 $10.8M
Worldquant Millennium Advisors LLC 0.04% New 119,431 $10.8M
Aberdeen Group plc 0.02% Reduce -44.0% 116,405 $10.5M
Artemis Investment Management LLP 0.12% Reduce -71.2% 111,164 $10.0M
State Board of Administration of Florida Retirement System 0.02% Add +1.2% 109,777 $9.9M
Mediolanum International Funds Ltd 0.10% New 107,394 $9.7M
Van Eck Associates Corp. 0.01% Reduce -1.4% 104,881 $9.4M
Trexquant Investment LP 0.08% Reduce -12.8% 102,858 $9.3M
Natixis Advisors, LLC 0.01% Reduce -18.6% 99,877 $9.0M
C WorldWide Group Holding A/S 0.16% New 99,226 $8.9M
Simplex Trading, LLC 0.24% Add +73.4% 96,184 $8.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.5% 93,882 $8.5M
Osaic Holdings, Inc. 0.01% Reduce -10.1% 91,806 $8.3M
Truist Financial Corp. 0.01% Reduce -32.7% 86,014 $7.7M
Assetmark, Inc. 0.02% Add +1.7% 84,781 $7.6M
Verition Fund Management LLC 0.04% Reduce -54.8% 84,291 $7.6M
Public Employees Retirement System of Ohio 0.02% Add +98.3% 80,986 $7.3M
Comerica Bank 0.03% Reduce -0.9% 80,830 $7.3M
Teacher Retirement System of Texas 0.03% Reduce -86.9% 80,228 $7.2M
Illinois Municipal Retirement Fund 0.09% Add +6.1% 78,998 $7.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -8.3% 76,750 $6.9M
Hennessy Advisors Inc. 0.24% Reduce -6.2% 76,300 $6.9M
Landscape Capital Management, L.L.C. 0.45% New 75,305 $6.8M
Sterling Capital Management LLC 0.10% Reduce -8.9% 70,340 $6.3M
Two Sigma Investments, LP 0.01% Reduce -62.5% 69,759 $6.3M
Qube Research & Technologies Ltd 0.01% Reduce -76.3% 68,935 $6.2M
Janney Montgomery Scott LLC 0.01% Reduce -5.0% 67,374 $6.1M
New York State Common Retirement Fund 0.01% Reduce -15.1% 66,532 $6.0M
MetLife Investment Management, LLC 0.03% Reduce -5.0% 65,291 $5.9M
Trillium Asset Management, LLC 0.18% Reduce -16.9% 62,023 $5.8M
Geneos Wealth Management Inc. 0.14% Reduce -0.8% 63,666 $5.7M
Waverly Advisors, LLC 0.05% Add +22.5% 63,108 $5.7M
Orion Porfolio Solutions, LLC 0.04% Add +4.6% 61,957 $5.6M
Quantinno Capital Management LP 0.01% Add +30.5% 60,722 $5.5M
Bridgewater Associates 0.02% Reduce -6.2% 60,401 $5.4M
Amalgamated Bank 0.04% Reduce -3.3% 60,083 $5.4M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 56,941 $5.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +66.5% 57,707 $5.2M
Susquehanna International Group, LLP 0.01% Reduce -70.0% 57,086 $5.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +28.6% 57,013 $5.1M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -4.9% 55,104 $5.0M
Mutual of America Capital Management LLC 0.05% Reduce -10.1% 54,832 $4.9M
Treasurer of the State of North Carolina 0.02% Reduce -6.8% 54,758 $4.9M
Reinhart Partners, Llc. 0.15% Add +30.7% 54,452 $4.9M
Fred Alger Management, LLC 0.02% Reduce -43.5% 52,728 $4.7M
Chilton Investment Co. Inc. 0.10% Add +24.2% 52,107 $4.7M
Bell Asset Management Ltd 1.25% Add +14.8% 51,456 $4.7M
South Dakota Investment Council 0.09% Reduce -7.6% 51,124 $4.6M
Kirr Marbach & Co. LLC 0.87% New 50,317 $4.5M
Citadel Advisors 0.00% Reduce -81.1% 49,677 $4.5M
Vista Investment Partners LLC 1.15% Reduce -0.2% 48,665 $4.4M
Russell Investments Group, Ltd. 0.00% Add +15.3% 48,426 $4.4M
Sanctuary Advisors, LLC 0.02% Add +6.6% 48,278 $4.3M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -5.6% 47,475 $4.3M
XTX Topco Ltd 0.11% New 47,047 $4.2M
Cetera Investment Advisers 0.00% Reduce -2.3% 46,815 $4.2M
Pathstone Holdings, LLC 0.02% Add +4.3% 45,784 $4.1M
Aquatic Capital Management LLC 0.11% New 44,698 $4.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.4% 44,551 $4.0M
Ensign Peak Advisors, Inc 0.01% Reduce -46.4% 44,512 $4.0M
Brandywine Global Investment Management, LLC 0.03% New 43,123 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -2.0% 42,041 $3.9M
ExodusPoint Capital Management, LP 0.04% New 42,669 $3.8M
Covea Finance 0.13% No change 42,200 $3.8M
NewEdge Wealth, LLC 0.04% Reduce -4.9% 42,062 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -95.0% 41,614 $3.7M
First Trust Advisors LP 0.00% Add +28.1% 40,441 $3.6M
Martin & Co. Inc. 0.62% Add +3.0% 40,264 $3.6M
Cerity Partners LLC 0.01% Reduce -1.1% 39,481 $3.6M
Inspire Investing, LLC 0.32% Add +96.1% 39,384 $3.5M
Intech Investment Management LLC 0.03% Reduce -42.3% 39,305 $3.5M
AE Wealth Management LLC 0.02% Add +15.4% 38,561 $3.5M
Dean Investment Associates, LLC 0.47% Add +2.6% 36,840 $3.3M
Arizona State Retirement System 0.02% Reduce -6.5% 36,518 $3.3M
Louisiana State Employees Retirement System 0.06% Reduce -0.8% 36,500 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +1.6% 36,054 $3.2M
Canada Pension Plan Investment Board 0.00% Add +17.6% 34,000 $3.1M
Aristotle Capital Boston, LLC 0.16% New 33,272 $3.0M
Fuller & Thaler Asset Management, Inc. 0.01% No change 33,024 $3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.7% 32,970 $3.0M
Simon Quick Advisors, LLC 0.13% Add +11.0% 32,521 $2.9M
Agf Management Ltd. 0.01% Reduce -4.1% 32,300 $2.9M
Heartland Advisors Inc. 0.16% Add +299.6% 32,155 $2.9M
State of Michigan Retirement System 0.01% Reduce -0.9% 31,115 $2.8M
Steward Partners Investment Advisory, LLC 0.02% Add +0.8% 30,797 $2.8M
&partners 0.01% Add +8.6% 30,581 $2.8M
Creative Planning 0.00% Add +70.4% 30,190 $2.7M
Atria Investments, Inc 0.03% Reduce -3.3% 29,887 $2.7M
HSBC Holdings PLC 0.00% Add +340.2% 29,785 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 29,477 $2.7M
KLP Kapitalforvaltning As 0.01% Reduce -3.0% 29,300 $2.6M
Hilton Capital Management, LLC 0.20% Add +10.5% 28,959 $2.6M
Vista Investment Partners Ii, LLC 1.09% Add +4.4% 28,178 $2.5M
Engineers Gate Manager LP 0.03% Add +188.8% 28,147 $2.5M
OP Asset Management Ltd 0.03% Add +78.7% 27,897 $2.5M
New Mexico Educational Retirement Board 0.07% No change 27,500 $2.5M
Tealwood Asset Management Inc. 1.11% Reduce -1.9% 27,457 $2.5M
Tilia Fiduciary Partners, Inc. 1.35% Add +3.6% 27,243 $2.5M
Oppenheimer Asset Management Inc. 0.03% Add +8.7% 27,132 $2.4M
Kestra Advisory Services, LLC 0.01% Add +8.2% 26,981 $2.4M
Maverick Capital 0.03% New 26,740 $2.4M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.0% 26,314 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -33.6% 26,306 $2.4M
Game Creek Capital, LP 0.89% No change 26,000 $2.3M
Natixis 0.01% New 25,350 $2.3M
Dynamic Technology Lab Private Ltd 0.51% Add +72.8% 25,170 $2.3M
Deutsche Bank AG 0.00% Reduce -1.2% 24,914 $2.2M
Brevan Howard Capital Management LP 0.05% Add +90.1% 24,457 $2.2M
Caxton Associates LLP 0.04% New 24,324 $2.2M
Intrepid Capital Management Inc. 1.05% Reduce -0.2% 24,276 $2.2M
Ameritas Investment Partners, Inc. 0.07% Reduce -2.5% 24,146 $2.2M
IMC-Chicago, LLC 0.04% Add +2.1% 23,982 $2.2M
TD Asset Management Inc 0.00% Add +6.2% 23,796 $2.1M
HRT Financial LP 0.01% Add +17.9% 23,100 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -4.4% 23,087 $2.1M
Hantz Financial Services, Inc. 0.03% Add +640.2% 22,459 $2.0M
FORA Capital, LLC 0.24% Reduce -18.2% 22,426 $2.0M
Gateway Investment Advisers LLC 0.02% Add +237.3% 22,137 $2.0M
Cibc World Markets Corp. 0.01% — 21,800 $2.0M
Elo Mutual Pension Insurance Co 0.03% New 21,373 $1.9M
Resona Asset Management Co.,Ltd. 0.01% Add +1.4% 21,218 $1.9M
SG Americas Securities, LLC 0.00% Reduce -69.5% 20,717 $1.9M
Glenmede Trust Co. NA 0.01% — 20,634 $1.9M
Twin Tree Management, LP 0.19% New 20,532 $1.8M
Ontario Teachers Pension Plan Board 0.04% Reduce -26.6% 20,531 $1.8M
Johnson Investment Counsel Inc. 0.01% Reduce -0.3% 20,397 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +14.7% 20,241 $1.8M
Southeast Asset Advisors, LLC 0.17% Add +3.6% 20,043 $1.8M
Pictet Asset Management Holding SA 0.00% Add +5.8% 19,951 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.1% 19,652 $1.8M
Diversify Wealth Management, LLC 0.08% Add +5.7% 17,999 $1.7M
Dean Capital Management 0.73% Add +3.2% 18,988 $1.7M
X-Square Capital, LLC 0.56% Reduce -3.3% 18,960 $1.7M
Corient Private Wealth LP 0.00% Add +0.6% 18,491 $1.7M
Gsa Capital Partners LLP 0.14% Add +24.9% 18,250 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -9.5% 18,150 $1.6M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -71.4% 18,029 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +1.9% 17,883 $1.6M
Capstone Investment Advisors, LLC 0.02% Reduce -26.6% 17,787 $1.6M
Summit Trail Advisors, LLC 0.03% Add +13.0% 17,211 $1.5M
Walleye Trading LLC 0.02% Add +36.9% 17,162 $1.5M
Federated Hermes, Inc. 0.00% Reduce -21.6% 17,053 $1.5M
SageGuard Financial Group, LLC 0.24% — 17,038 $1.5M
Prudential Financial Inc. 0.00% Reduce -40.4% 16,996 $1.5M
Ethic Inc. 0.02% Add +1.4% 16,669 $1.5M
Cox Capital Mgt LLC 0.92% Reduce -0.1% 15,443 $1.5M
US Bancorp \de 0.00% Reduce -0.8% 16,151 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +0.4% 16,031 $1.4M
Voya Investment Management LLC 0.00% Add +0.5% 15,911 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -10.4% 15,755 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -65.6% 15,359 $1.4M
One Capital Management, LLC 0.04% Add +41.0% 15,075 $1.4M
Future Fund LLC 0.42% Add +42.5% 14,862 $1.3M
Oak Ridge Investments LLC 0.08% Reduce -2.8% 14,528 $1.3M
HighTower Advisors, LLC 0.00% Add +1.8% 14,491 $1.3M
Xponance LLC 0.01% Reduce -14.5% 14,089 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +0.8% 14,069 $1.3M
Captrust Financial Advisors 0.00% Add +15.3% 13,983 $1.3M
Mariner, LLC 0.00% Add +81.1% 13,949 $1.3M
MML Investors Services, LLC 0.00% Reduce -10.0% 13,690 $1.2M
Bank of Montreal 0.00% Reduce -5.0% 13,322 $1.2M
Public Employees Retirement Association of Colorado 0.00% No change 13,261 $1.2M
Renaissance Group LLC 0.05% Reduce -14.2% 13,115 $1.2M
TD Private Client Wealth LLC 0.03% Reduce -18.7% 13,100 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +0.8% 12,827 $1.2M
Bleakley Financial Group, LLC 0.02% Add +14.3% 12,653 $1.1M
Patten Group, Inc. 0.20% Add +78.2% 12,270 $1.1M
Versor Investments LP 0.17% New 12,269 $1.1M
Union Bancaire Privee, UBP SA 0.01% Add +81.0% 12,026 $1.1M
New York Life Investment Management LLC 0.01% Reduce -11.7% 11,760 $1.1M
Linden Thomas Advisory Services, LLC 0.11% Add +1.3% 11,613 $1.0M
Coldstream Capital Management Inc. 0.01% Add +15.9% 11,566 $1.0M
Graham Capital Management, L.P. 0.05% New 11,531 $1.0M
Boston Partners 0.00% Reduce -53.7% 11,253 $1.0M
Advisory Services Network, LLC 0.01% Reduce -17.4% 11,159 $1.0M
Hartford Funds Management Co LLC 0.08% Add +66.1% 11,156 $1.0M
Kovack Advisors, Inc. 0.05% New 11,141 $1.0M
Financial Strategies Group, Inc. 0.17% Add +5.1% 10,579 $961K
Riverwater Partners LLC 0.37% Add +16.5% 10,638 $958K
M&T Bank Corp 0.00% Add +24.7% 10,581 $952K
Knollwood Investment Advisory, LLC 0.09% No change 10,372 $934K
Oak Thistle LLC 0.13% Reduce -67.0% 10,370 $934K
Fortis Capital Advisors, LLC 0.14% New 10,203 $919K
Belpointe Asset Management LLC 0.03% New 10,203 $919K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 10,186 $917K
Quadrant Capital Group LLC 0.03% Add +47.8% 10,050 $905K
PNC Financial Services Group, Inc. 0.00% Add +1.3% 10,015 $902K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.0% 9,640 $876K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.1% 9,683 $872K
Securian Asset Management, Inc. 0.03% Reduce -2.9% 9,601 $864K
Ostrum Asset Management 0.04% Reduce -41.0% 9,565 $861K
Alliance Wealth Advisors, LLC 0.18% Reduce -26.0% 9,340 $841K
Park Avenue Securities LLC 0.01% Reduce -5.7% 8,751 $788K
Yarbrough Capital, LLC 0.02% No change 8,673 $781K
Vestcor Inc 0.02% No change 8,273 $745K
Crestwood Advisors Group, LLC 0.01% Reduce -39.5% 8,211 $739K
Exchange Traded Concepts, LLC 0.01% Reduce -2.8% 8,088 $728K
Pitcairn Wealth Advisors LLC 0.07% — 8,060 $726K
Fieldview Capital Management, LLC 0.12% Reduce -79.7% 8,011 $721K
Diversify Advisory Services, LLC 0.02% Add +10.2% 7,627 $712K
Jones Financial Companies LLLP 0.00% Reduce -22.4% 7,402 $666K
Norden Group LLC 0.07% Add +7.1% 7,402 $666K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.6% 7,383 $665K
Private Advisor Group, LLC 0.00% Reduce -13.8% 7,258 $653K
Mercer Global Advisors Inc. 0.00% Reduce -0.9% 7,146 $643K
Elevation Point Wealth Partners, LLC 0.03% Add +2.1% 7,100 $639K
Sequoia Financial Advisors, LLC 0.00% Add +102.8% 7,064 $636K
Commerce Bank 0.00% Add +33.4% 6,928 $624K
Utah Retirement Systems 0.01% No change 6,909 $622K
Wright Investors Service Inc. 0.18% Reduce -0.3% 6,814 $613K
GAMMA Investing LLC 0.03% Add +1.8% 6,573 $592K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -27.2% 6,383 $575K
QRG Capital Management, Inc. 0.01% Add +16.7% 6,332 $570K
Fisher Asset Management 0.00% Add +1.6% 6,323 $569K
Portside Wealth Group, LLC 0.08% Add +21.1% 6,295 $567K
Rafferty Asset Management, LLC 0.00% Add +8.4% 6,290 $566K
Tyche Wealth Partners LLC 0.09% Reduce -1.2% 6,209 $559K
Maryland State Retirement & Pension System 0.01% No change 6,165 $555K
Swiss Life Asset Management Ltd 0.00% Add +1.0% 6,159 $554K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -4.8% 6,119 $551K
Tower Research Capital LLC (TRC) 0.01% Add +30.0% 6,023 $542K
American Trust Investment Advisors, LLC 0.28% No change 5,815 $524K
Oppenheimer & Co. Inc. 0.01% Add +41.0% 5,805 $523K
Virtu Financial LLC 0.02% New 5,705 $514K
Merit Financial Group, LLC 0.00% Add +11.5% 5,424 $488K
Quantbot Technologies LP 0.02% Reduce -54.7% 5,415 $488K
Cooper Financial Group 0.05% Reduce -4.6% 5,379 $484K
Tectonic Advisors LLC 0.03% Add +4.6% 5,358 $482K
Applied Finance Capital Management, LLC 0.03% Add +90.3% 5,352 $482K
Vise Technologies, Inc. 0.01% Add +93.7% 5,328 $480K
Inceptionr LLC 0.13% New 5,307 $478K
ProShare Advisors LLC 0.00% Reduce -6.0% 5,283 $476K
Regions Financial Corp. 0.00% Reduce -4.3% 5,271 $475K
Eurizon Capital SGR S.p.A. 0.00% — 5,254 $473K
Bank of Hawaii 0.02% Add +0.3% 5,233 $471K
iA Global Asset Management Inc. 0.01% Add +35.1% 5,213 $469K
Fulton Bank, N.A. 0.02% Add +1.4% 5,192 $467K
Wealthcare Advisory Partners LLC 0.01% Add +2.6% 5,170 $465K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.8% 5,144 $463K
LVW Advisors, LLC 0.05% Reduce -5.8% 5,006 $451K
Brooklyn Investment Group 0.02% New 4,884 $447K
Daymark Wealth Partners, LLC 0.01% Reduce -40.6% 4,922 $443K
Cynosure Group, LLC 0.04% New 4,890 $440K
Impact Capital Partners LLC 0.13% Add +2.0% 4,881 $439K
Brown Advisory Inc. 0.00% Add +110.0% 4,793 $432K
Kestra Private Wealth Services, LLC 0.01% Add +1.7% 4,786 $431K
International Assets Investment Management, LLC 0.03% Add +93.9% 4,772 $430K
NewEdge Advisors, LLC 0.00% Reduce -8.6% 4,723 $425K
Cornerstone Investment Partners, LLC 0.02% Add +1.1% 4,709 $424K
Colonial River Investments, LLC 0.15% Add +7.1% 4,657 $419K
HighPoint Advisor Group LLC 0.01% Add +3.3% 4,656 $419K
Aigen Investment Management, LP 0.10% Reduce -55.4% 4,613 $415K
Axxcess Wealth Management, LLC 0.01% Reduce -32.4% 4,603 $414K
North Dakota State Investment Board 0.02% — 4,602 $414K
Sendero Wealth Management, LLC 0.05% No change 4,591 $413K
Wealth Alliance, LLC 0.04% Add +4.8% 4,450 $401K
Legacy Wealth Asset Management, LLC 0.10% Add +82.3% 4,431 $399K
Shelton Capital Management 0.01% Reduce -6.0% 4,405 $397K
PEAK6 LLC 0.01% Reduce -81.4% 4,392 $395K
Moors & Cabot, Inc. 0.02% Reduce -27.5% 4,336 $390K
Equitable Holdings, Inc. 0.00% Reduce -11.9% 4,294 $387K
Retirement Planning Co of New England, Inc. 0.15% Reduce -4.0% 4,266 $384K
CIBC Asset Management Inc 0.00% No change 4,227 $381K
Gotham Asset Management 0.00% Reduce -71.4% 4,126 $371K
O'Brien Greene & Co. Inc 0.11% No change 4,000 $360K
Cwm, LLC 0.00% Reduce -17.6% 3,959 $356K
Nicolet Advisory Services, LLC 0.02% Reduce -10.6% 3,872 $356K
Concurrent Investment Advisors, LLC 0.00% New 3,947 $355K
Sciencast Management LP 0.05% New 3,935 $354K
Stratos Wealth Partners, LTD. 0.00% Add +57.8% 3,842 $346K
AlphaCore Capital LLC 0.01% Add +12.4% 3,820 $344K
Athena Wealth Management, LLC 0.33% — 3,781 $340K
Evergreen Capital Management LLC 0.01% Reduce -11.0% 3,757 $338K
Occudo Quantitative Strategies LP 0.02% Reduce -73.6% 3,739 $337K
DAVENPORT & Co LLC 0.00% Add +1.4% 3,712 $334K
VARCOV Co. 0.13% — 3,600 $324K
Arkadios Wealth Advisors 0.01% Add +43.5% 3,580 $322K
KBC Group NV 0.00% No change 3,580 $322K
Ausdal Financial Partners, Inc. 0.01% Add +21.6% 3,563 $321K
Vident Advisory, LLC 0.00% Reduce -22.4% 3,551 $320K
DRW Securities, LLC 0.02% Add +57.3% 3,514 $316K
Centiva Capital, LP 0.02% New 3,505 $316K
Kestra Investment Management, LLC 0.01% Add +7.0% 3,446 $310K
Principal Securities, Inc. 0.00% Reduce -14.9% 3,402 $306K
Wealthfront Advisers LLC 0.00% Add +0.1% 3,360 $303K
Wedmont Private Capital 0.01% Add +16.3% 3,412 $301K
Old National Bancorp 0.01% Reduce -11.4% 3,338 $301K
CreativeOne Wealth, LLC 0.01% Reduce -21.7% 3,309 $298K
First Horizon Corp. 0.01% Add +0.3% 3,308 $298K
Sagespring Wealth Partners, LLC 0.01% Add +1.3% 3,260 $293K
Prelude Capital Management, LLC 0.02% New 3,246 $292K
Forum Financial Management, LP 0.00% No change 3,230 $291K
Moody Aldrich Partners LLC 0.05% Reduce -0.2% 3,183 $287K
Greenleaf Trust 0.00% Add +32.6% 3,177 $286K
Heritage Family Offices, LLP 0.13% Reduce -9.0% 3,118 $281K
Praxis Investment Management Inc. 0.02% No change 3,100 $279K
Benjamin Edwards Inc. 0.00% Add +3.4% 3,045 $274K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.5% 3,023 $272K
Panagora Asset Management Inc. 0.00% No change 3,002 $270K
HB Wealth Management, LLC 0.00% Reduce -7.5% 2,997 $270K
Prana Capital Management, LP 0.01% Reduce -99.0% 2,969 $267K
Gibbs Wealth Management 0.06% Add +13.2% 2,884 $259K
Farther Finance Advisors, LLC 0.00% Add +6.3% 2,839 $256K
L2 Asset Management, LLC 0.03% Add +26.1% 2,722 $245K
American Trust 0.02% New 2,722 $245K
Balefire, LLC 0.05% Add +23.1% 2,709 $244K
Profund Advisors LLC 0.01% Reduce -11.3% 2,675 $241K
Everpar Advisors LLC 0.09% Reduce -32.0% 2,651 $239K
Signaturefd, LLC 0.00% Add +3.0% 2,651 $239K
Carrera Capital Advisors 0.04% New 2,619 $236K
Ascentis Independent Advisors 0.04% Add +7.0% 2,595 $234K
Ballentine Partners, LLC 0.00% Reduce -15.8% 2,590 $233K
Wellspring Financial Advisors, LLC 0.02% New 2,588 $233K
Institute for Wealth Management, LLC. 0.02% Reduce -4.2% 2,577 $232K
Magnetar Financial LLC 0.00% Reduce -95.3% 2,551 $230K
Modern Wealth Management, LLC 0.00% New 2,536 $228K
Centaurus Financial, Inc. 0.01% Reduce -17.0% 2,496 $225K
Mgo One Seven LLC 0.00% Reduce -3.9% 2,449 $220K
Morris Financial Concepts, Inc. 0.08% Reduce -1.5% 2,402 $216K
Thrive Wealth Management, LLC 0.03% Reduce -5.1% 2,400 $216K
Fiduciary Trust Co 0.00% Reduce -1.0% 2,385 $215K
Guggenheim Capital LLC 0.00% New 2,384 $215K
Sowell Financial Services LLC 0.01% New 2,366 $213K
Advisor OS, LLC 0.02% Reduce -0.3% 2,348 $211K
Trust Point Inc. 0.02% Reduce -11.7% 2,342 $211K
Alphadyne Asset Management LP 0.02% New 2,319 $209K
Snowden Capital Advisors LLC 0.01% Reduce -32.6% 2,314 $208K
MeadowBrook Investment Advisors LLC 0.17% No change 2,235 $201K
Whittier Trust Co. 0.00% No change 2,192 $199K
Anchor Investment Management, LLC 0.02% No change 2,187 $197K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.1% 1,984 $179K
TD Waterhouse Canada Inc. 0.00% Add +35.3% 1,954 $176K
IFP Advisors, Inc 0.00% Reduce -1.1% 1,866 $168K
EverSource Wealth Advisors, LLC 0.01% Reduce -17.8% 1,828 $165K
Parallel Advisors, LLC 0.00% Reduce -4.2% 1,791 $161K
Daiwa Securities Group Inc. 0.00% Add +3.2% 1,744 $157K
Westpac Banking Corp. 0.01% Reduce -1.7% 1,692 $152K
Fifth Third Bancorp 0.00% Add +12.3% 1,662 $150K
Sound Income Strategies, LLC 0.01% No change 1,442 $135K
Bollard Group LLC 0.00% New 1,418 $128K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,355 $122K
Truvestments Capital LLC 0.02% No change 1,246 $112K
UMB Bank, n.a. 0.00% Reduce -9.1% 1,166 $105K
Arax Advisory Partners 0.00% Reduce -37.9% 1,128 $102K
Nisa Investment Advisors, LLC 0.00% Add +3.1% 1,123 $101K
State of Wyoming 0.01% Reduce -23.2% 1,068 $96K
Danske Bank A/S 0.00% Add +25.0% 1,000 $90K
CIBC Private Wealth Group LLC 0.00% Add +21.5% 995 $90K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.3% 933 $85K
Elevated Capital Advisors, LLC 0.02% New 908 $82K
Allworth Financial LP 0.00% Reduce -10.6% 857 $77K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.1% 857 $77K
Nomura Asset Management Co. Ltd. 0.00% No change 850 $77K
LRI Investments, LLC 0.01% Add +9.7% 847 $76K
Smartleaf Asset Management LLC 0.00% Reduce -37.7% 812 $73K
Acadian Asset Management LLC 0.00% No change 819 $73K
Global Retirement Partners, LLC 0.00% Add +13.1% 803 $72K
HHM Wealth Advisors, LLC 0.01% No change 750 $68K
Blue Trust, Inc. 0.00% Add +42.9% 713 $64K
Wellington-Altus USA Inc. 0.05% — 703 $63K
HM Payson & Co. 0.00% Add +4.6% 662 $60K
SageView Advisory Group, LLC 0.00% New 614 $55K
DV Trading LLC 0.00% — 604 $54K
Los Angeles Capital Management LLC 0.00% New 570 $51K
GPS Wealth Strategies Group, LLC 0.04% Reduce -88.8% 549 $49K
Clearstead Advisors, LLC 0.00% Add +24.1% 510 $46K
Quarry LP 0.01% Reduce -79.5% 481 $43K
Leonteq Securities AG 0.00% Add +10.1% 480 $43K
AlphaQuest LLC 0.00% Reduce -74.9% 460 $41K
City State Bank 0.01% No change 450 $41K
Huntington National Bank 0.00% Reduce -3.8% 405 $36K
Wilmington Savings Fund Society, FSB 0.00% No change 401 $36K
Central Pacific Bank - Trust Division 0.00% Add +16.7% 385 $35K
Keating Financial Advisory Services, Inc. 0.00% — 384 $35K
Root Financial Partners, LLC 0.00% Add +25.1% 384 $35K
Bartlett & Co. Wealth Management LLC 0.00% No change 377 $34K
Old Second National Bank of Aurora 0.01% No change 375 $34K
SJS Investment Consulting Inc. 0.00% Add +2.0% 365 $33K
Sunbelt Securities, Inc. 0.00% No change 362 $33K
Vega Investment Solutions 0.01% — 358 $32K
REAP Financial Group, LLC 0.01% Add +23.2% 351 $32K
Asset Dedication, LLC 0.00% No change 318 $29K
Private Trust Co. NA 0.00% No change 315 $28K
Financial Management Professionals, Inc. 0.00% No change 303 $27K
Roxbury Financial LLC 0.02% No change 300 $27K
Davis Capital Management 0.02% No change 300 $27K
Parkside Financial Bank & Trust 0.00% Add +147.9% 290 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 290 $26K
Cullen/Frost Bankers, Inc. 0.00% Reduce -44.4% 288 $26K
Versant Capital Management, Inc 0.00% Add +2.5% 287 $26K
NorthAvenue LLC 0.02% — 280 $25K
BOK Financial Private Wealth, Inc. 0.00% New 274 $25K
Strive Financial Group ,LLC 0.01% — 274 $25K
Spire Wealth Management 0.00% Reduce -55.8% 270 $24K
MAI Capital Management 0.00% Reduce -18.0% 269 $24K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 249 $23K
Elyxium Wealth, LLC 0.01% New 250 $23K
Grove Bank & Trust 0.00% No change 250 $23K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +42.8% 247 $22K
2UniFi Bank 0.01% New 226 $20K
Motiv8 Investments LLC 0.01% New 226 $20K
Raleigh Capital Management Inc. 0.01% Reduce -2.2% 222 $20K
Cape Investment Advisory, Inc. 0.01% Add +895.2% 209 $19K
Clearstead Trust, LLC 0.00% Add +30.2% 207 $19K
Financial Gravity Asset Management, Inc. 0.00% No change 200 $18K
DV Equities, LLC 0.00% — 200 $18K
Bell Investment Advisors, Inc 0.00% Add +34.2% 200 $18K
SOA Wealth Advisors, LLC. 0.00% No change 187 $17K
CoreCap Advisors, LLC 0.00% Add +21.9% 184 $17K
SBI Securities Co., Ltd. 0.00% Reduce -10.4% 180 $16K
Larson Financial Group LLC 0.00% Add +420.6% 177 $16K
Essential Partners LLC 0.00% Reduce -65.8% 160 $14K
Financial Network Wealth Advisors LLC 0.01% Add +381.3% 154 $14K
Entrust Financial LLC 0.01% — 152 $14K
Transamerica Financial Advisors, LLC 0.00% Add +17.8% 139 $13K
Murphy & Mullick Capital Management Corp 0.01% Add +3.9% 135 $12K
Torren Management, LLC 0.01% — 128 $12K
Decker Retirement Planning Inc. 0.01% No change 124 $11K
Farmers & Merchants Investments Inc. 0.00% Add +2.5% 121 $11K
Elevation Wealth Partners, LLC 0.00% Add +2825.0% 117 $11K
Covestor Ltd 0.01% Reduce -0.9% 105 $10K
Frazier Financial Advisors, LLC 0.01% No change 106 $10K
Harbour Investments, Inc. 0.00% Reduce -17.3% 105 $9K
GHP Investment Advisors, Inc. 0.00% No change 103 $9K
NFSG Corp 0.00% No change 100 $9K
JFS Wealth Advisors, LLC 0.00% Add +43.5% 99 $9K
Bogart Wealth, LLC 0.00% Add +14.6% 94 $8K
Kingdom Financial Group LLC. 0.00% New 93 $8K
Fortitude Family Office, LLC 0.00% Reduce -4.1% 93 $8K
Steigerwald, Gordon & Koch Inc. 0.00% New 81 $7K
KERR FINANCIAL PLANNING Corp 0.01% New 72 $7K
Basecamp Wealth Advisors LLC 0.00% — 78 $7K
Private Wealth Management Group, LLC 0.00% No change 76 $7K
Hilton Head Capital Partners, LLC 0.00% — 75 $7K
Avalon Trust Co 0.00% No change 74 $7K
Glen Eagle Advisors, LLC 0.00% No change 74 $7K
Tradewinds Capital Management, LLC 0.00% No change 72 $6K
Bare Financial Services, Inc 0.00% Add +28.6% 72 $6K
Wealth Watch Advisors, INC 0.00% No change 69 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 64 $6K
Holos Integrated Wealth LLC 0.00% No change 62 $6K
HighMark Wealth Management LLC 0.00% No change 63 $6K
Dagco, Inc. 0.00% No change 62 $6K
Salomon & Ludwin, LLC 0.00% Add +1866.7% 59 $5K
Manchester Capital Management LLC 0.00% No change 61 $5K
Physician Wealth Advisors, Inc. 0.00% Add +235.3% 57 $5K
True Wealth Design, LLC 0.00% Reduce -70.5% 52 $5K
CENTRAL TRUST Co 0.00% No change 52 $5K
Marquette Asset Management, LLC 0.00% Add +100.0% 48 $4K
Rothschild Investment LLC 0.00% Add +650.0% 45 $4K
Zions Bancorporation, National Association 0.00% New 45 $4K
Carolina Wealth Advisors, LLC 0.00% No change 42 $4K
Colonial Trust Co / SC 0.00% No change 41 $4K
Wolff Wiese Magana LLC 0.00% No change 40 $4K
SouthState Bank Corp 0.00% Add +700.0% 40 $4K
First Command Advisory Services, Inc. 0.00% No change 39 $4K
Luken Investment Analytics, LLC 0.00% New 37 $3K
IMA Advisory Services, Inc. 0.00% New 35 $3K
CX Institutional 0.00% Reduce -3.3% 29 $3K
AdvisorNet Financial, Inc 0.00% Reduce -8.6% 32 $3K
1620 Investment Advisors, Inc. 0.00% No change 30 $3K
MV Capital Management, Inc. 0.00% No change 30 $3K
North Star Investment Management Corp. 0.00% Add +480.0% 29 $3K
Provenance Wealth Advisors, LLC 0.00% No change 28 $3K
TD Capital Management LLC 0.00% No change 27 $2K
Crewe Advisors LLC 0.00% New 25 $2K
Johnson Financial Group, Inc. 0.00% No change 25 $2K
SHP Wealth Management 0.00% — 25 $2K
Cromwell Holdings LLC 0.00% New 24 $2K
American National Bank & Trust 0.00% New 23 $2K
Halbert Hargrove Global Advisors, LLC 0.00% No change 23 $2K
Avion Wealth 0.00% Add +300.0% 32 $2K
Imprint Wealth LLC 0.01% New 22 $2K
Cornerstone Financial Management LLC 0.00% — 21 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $2K
Signature Equity Partners, LLC 0.00% — 20 $2K
Albion Financial Group 0.00% No change 20 $2K
Rialto Wealth Management, LLC 0.00% Add +375.0% 19 $2K
Quent Capital, LLC 0.00% Add +280.0% 19 $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% No change 18 $2K
Golden State Wealth Management, LLC 0.00% New 16 $1K
Kilter Group LLC 0.00% No change 13 $1K
Retirement Wealth Solutions LLC 0.00% Add +9.1% 12 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -31.3% 11 $991
Valued Wealth Advisors LLC 0.00% Add +10.0% 11 $991
Bay Harbor Wealth Management, LLC 0.00% Add +83.3% 11 $990
WealthCollab, LLC 0.00% No change 10 $901
Aventura Private Wealth, LLC 0.00% No change 10 $900
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.2% 10 $900
Raffa Wealth Management, LLC 0.00% No change 10 $900
Rakuten Securities, Inc. 0.00% Add +350.0% 9 $810
Cornerstone Planning Group LLC 0.00% Add +300.0% 8 $733
Hughes Financial Services, LLC 0.00% Reduce -55.6% 8 $720
Trust Co. of Vermont 0.00% New 8 $720
Rossby Financial, LCC 0.00% New 7 $630
Cedar Mountain Advisors, LLC 0.00% No change 7 $630
HFM Investment Advisors, LLC 0.00% No change 6 $541
Principia Wealth Advisory, LLC 0.00% Add +200.0% 6 $540
Nemes Rush Group LLC 0.00% New 6 $540
Investors Portfolio Services LLC 0.00% — 6 $537
American Capital Advisory, LLC 0.00% Add +400.0% 5 $451
1015 Capital Partners, LLC 0.00% — 5 $450
Anfield Capital Management, LLC 0.00% No change 5 $450
CVA Family Office, LLC 0.00% New 5 $450
Harbor Investment Advisory, LLC 0.00% No change 4 $360
Key Financial Inc 0.00% No change 3 $270
Dunhill Financial, LLC 0.00% New 3 $260
Beaird Harris Wealth Management, LLC 0.00% Reduce -83.3% 2 $181
Activest Wealth Management 0.00% Add +100.0% 2 $143
Seneschal Advisors, LLC 0.00% Reduce -50.0% 1 $91
Quaker Wealth Management, LLC 0.00% New 1 $91
TFC Financial Management, Inc. 0.00% Reduce -99.6% 1 $91
Eastern Bank 0.00% Reduce -99.7% 1 $90
High Note Wealth, LLC 0.00% No change 1 $90
Optima Capital LLC 0.00% New 1 $90
Capital Advisors, Ltd. LLC 0.00% No change 4 $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.