Bj's Wholesale Club HoldingsBJ

13F holders, Q1 2026 (March 31)
627holders +1
74new positions
72sold out
7famous investors
$98.52avg. 13F price*

At the end of Q1 2026, 627 institutions reported holding Bj's Wholesale Club Holdings (BJ) in their 13F filings, up 1 from Q4 2025. 74 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($1.2B), Victory Capital Management Inc. ($1.1B) and FMR LLC ($720.9M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Bj's Wholesale Club Holdings
Filed as
BJS WHSL CLUB HLDGS INC (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions74$179.6M
Exits72$448.8M

All 13F filers, Q4 2025 → Q1 2026: 9,782,866 shares bought and 14,861,334 shares sold, net −5,078,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 627 holders

BlackRock, Inc. 0.02% Add +1.1% 12,412,754 $1.2B
Victory Capital Management Inc. 0.72% Reduce -13.0% 11,254,181 $1.1B
FMR LLC 0.04% Reduce -6.6% 7,324,951 $720.9M
Franklin Resources Inc. 0.17% Add +9.3% 7,120,411 $700.8M
Vanguard Portfolio Management LLC 0.03% — 6,090,683 $599.4M
Vanguard Capital Management LLC 0.01% — 5,892,622 $580.0M
State Street Corp. 0.02% Add +0.1% 5,475,655 $538.9M
Kayne Anderson Rudnick Investment Management LLC 1.02% Reduce -9.3% 3,545,709 $349.0M
River Road Asset Management, LLC 3.91% Add +2.9% 3,503,473 $344.8M
Morgan Stanley 0.02% Add +11.6% 3,432,309 $337.8M
Massachusetts Financial Services Co. 0.11% Reduce -4.3% 3,309,013 $332.0M
Geode Capital Management, LLC 0.02% Add +2.4% 3,143,373 $309.4M
Wellington Management Group LLP 0.05% Reduce -17.6% 2,845,464 $280.1M
JPMorgan Chase & Co. 0.02% Reduce -10.0% 2,780,608 $275.1M
Bank of New York Mellon Corp 0.05% Reduce -5.9% 2,669,052 $262.7M
Capital International Investors 0.05% Add +98.5% 2,195,622 $216.1M
Dimensional Fund Advisors LP 0.04% Reduce -0.7% 1,914,561 $188.4M
Clearbridge Investments, LLC 0.15% Add +5.5% 1,738,630 $171.1M
Bessemer Group Inc. 0.26% Reduce -8.2% 1,711,586 $168.5M
Citadel Advisors 0.12% Add +3342.9% 1,710,344 $168.3M
Bank of America Corp. 0.01% Reduce -5.5% 1,620,165 $159.5M
Alliancebernstein L.P. 0.04% Reduce -6.8% 1,393,035 $125.4M
Invesco Ltd. 0.01% Reduce -31.1% 1,252,677 $123.3M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -1.1% 1,171,954 $115.3M
Northern Trust Corp. 0.01% Add +0.8% 1,125,706 $110.8M
Charles Schwab Investment Management Inc. 0.01% Add +4.7% 951,205 $93.6M
Boston Trust Walden Corp 0.74% Reduce -1.3% 912,392 $89.8M
UBS Group AG 0.02% Add +35.4% 885,885 $87.2M
Amundi 0.02% Add +406.8% 851,807 $83.8M
Raymond James Financial Inc. 0.03% Add +2.0% 847,553 $83.4M
Primecap Management Co. 0.07% Reduce -0.3% 840,749 $82.7M
Vanguard Fiduciary Trust Co. 0.02% — 816,487 $80.4M
Lord, Abbett & Co. LLC 0.27% Reduce -0.5% 811,485 $79.9M
Envestnet Asset Management Inc. 0.02% Add +23.2% 792,749 $78.0M
Ameriprise Financial Inc. 0.02% Reduce -1.4% 747,377 $73.6M
Wells Fargo & Company 0.01% Reduce -14.6% 747,096 $73.5M
GW&K Investment Management, LLC 0.65% Reduce -2.5% 744,326 $73.3M
TimesSquare Capital Management, LLC 1.18% Reduce -18.1% 709,194 $69.8M
Fiduciary Management Inc. 0.84% Reduce -4.8% 689,400 $67.9M
FIL Ltd 0.05% Add +35.0% 651,896 $64.2M
Rockefeller Capital Management L.P. 0.11% Add +0.2% 611,632 $60.2M
Woodley Farra Manion Portfolio Management Inc. 2.92% Add +3.9% 610,450 $60.1M
American Century Companies Inc. 0.03% Add +14.9% 608,685 $59.9M
Principal Financial Group Inc. 0.03% Reduce -0.3% 606,022 $59.6M
Nomura Asset Management International Inc. 0.10% Add +23.7% 594,549 $58.5M
D. E. Shaw & Co. 0.05% Reduce -27.9% 584,251 $57.5M
Marshall Wace, LLP 0.06% Reduce -34.9% 564,579 $55.6M
Rheos Capital Works Inc. 3.61% New 550,000 $54.1M
Life Cycle Investment Partners Ltd 0.34% Add +52.6% 539,849 $53.1M
Brown Brothers Harriman & Co. 0.28% Reduce -4.3% 536,755 $52.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +22.9% 533,668 $52.5M
Focus Partners Wealth 0.06% Reduce -34.5% 339,071 $52.0M
Goldman Sachs Group Inc. 0.01% Reduce -0.6% 525,809 $51.8M
Walleye Capital LLC 0.32% Add +189.1% 487,496 $48.0M
AQR Capital Management 0.02% Add +100.1% 470,232 $46.3M
Danica Pension, Livsforsikringsaktieselskab 0.83% Reduce -39.4% 448,873 $44.2M
Sei Investments Co. 0.04% Add +19.6% 396,598 $39.0M
Congress Asset Management Co. 0.26% Add +7.3% 369,110 $36.3M
Rhumbline Advisers 0.03% Add +2.1% 357,035 $35.1M
Tidal Investments LLC 0.11% Add +4.0% 353,128 $34.8M
Menora Mivtachim Holdings LTD. 0.16% Reduce -50.5% 344,329 $33.9M
Westwood Holdings Group Inc. 0.23% Add +16.0% 325,198 $32.0M
Lazard Asset Management LLC 0.05% Reduce -27.7% 319,890 $31.5M
Frontier Capital Management Co. LLC 0.32% Add +136.6% 319,220 $31.4M
T. Rowe Price Associates Inc. 0.00% Reduce -29.7% 289,845 $28.5M
Rathbones Group PLC 0.11% Reduce -12.5% 287,606 $28.3M
Royal Bank of Canada 0.01% Reduce -56.7% 284,383 $28.0M
Swiss National Bank 0.01% Reduce -0.3% 258,900 $25.5M
Royal London Asset Management Ltd. 0.05% Add +0.1% 246,248 $24.4M
California Public Employees Retirement System 0.01% Reduce -27.7% 246,327 $24.2M
Neuberger Berman Group LLC 0.02% Reduce -1.4% 244,109 $24.0M
Capital Fund Management S.A. 0.21% Add +25.5% 243,353 $24.0M
Epoch Investment Partners, Inc. 0.14% New 243,260 $23.9M
Freestone Grove Partners LP 0.17% New 236,026 $23.2M
Nuveen, LLC 0.01% Reduce -6.8% 221,324 $21.8M
BNP Paribas Financial Markets 0.01% Reduce -35.0% 211,787 $20.8M
Squarepoint Ops LLC 0.04% Reduce -0.0% 207,333 $20.4M
Trexquant Investment LP 0.14% Add +95.2% 200,742 $19.8M
Retirement Systems of Alabama 0.07% Add +1.2% 199,985 $19.7M
Nicholas Company, Inc. 0.37% No change 192,994 $19.0M
Silvercrest Asset Management Group LLC 0.14% Reduce -0.8% 190,546 $18.8M
Blair William & Co. 0.05% Reduce -36.5% 188,298 $18.5M
Walter Public Investments Inc. 4.25% Reduce -29.4% 180,431 $17.8M
Legal & General Group Plc 0.00% Reduce -12.4% 177,746 $17.5M
Curi Capital, LLC 0.31% Add +8.4% 177,367 $17.5M
Alta Capital Management LLC/ 1.33% Add +25.5% 175,059 $17.2M
Foster Victor Wealth Advisors, LLC 0.94% Add +7.3% 179,405 $16.5M
LPL Financial LLC 0.00% Add +8.9% 166,221 $16.4M
Loomis Sayles & Co. L P 0.02% Reduce -2.5% 165,143 $16.3M
Impax Asset Management Group plc 0.11% Add +37.5% 164,955 $16.2M
Cibc World Market Inc. 0.03% Add +18.7% 161,932 $15.9M
California State Teachers Retirement System 0.02% Add +21.7% 151,459 $14.9M
Baird Financial Group, Inc. 0.02% Reduce -55.8% 148,206 $14.6M
Stifel Financial Corp. 0.01% Reduce -5.1% 147,995 $14.6M
TD Asset Management Inc 0.01% Add +520.6% 147,668 $14.5M
Mane Global Capital Management LP 1.49% New 146,607 $14.4M
Aberdeen Group plc 0.02% Add +23.3% 143,486 $14.1M
Mediolanum International Funds Ltd 0.15% Add +31.4% 141,104 $14.0M
Amica Mutual Insurance Co. 1.18% No change 139,617 $13.7M
Zacks Investment Management 0.11% Add +2.8% 136,017 $13.4M
Teachers Retirement System of the State of Kentucky 0.10% Reduce -10.9% 135,942 $13.4M
Millennium Management 0.01% Reduce -76.7% 135,798 $13.4M
STRS Ohio 0.05% Reduce -6.9% 134,626 $13.2M
New York State Teachers Retirement System 0.03% Reduce -11.3% 134,212 $13.2M
State of Wisconsin Investment Board 0.03% Reduce -0.9% 125,281 $12.3M
Toronto Dominion Bank 0.02% Reduce -62.8% 122,594 $12.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -6.9% 117,811 $11.6M
Barclays PLC 0.00% Reduce -22.7% 117,458 $11.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 116,023 $11.4M
State Board of Administration of Florida Retirement System 0.02% No change 109,777 $10.8M
Van Eck Associates Corp. 0.01% Add +3.6% 108,671 $10.7M
C WorldWide Group Holding A/S 0.22% Add +4.0% 103,188 $10.2M
Osaic Holdings, Inc. 0.01% Add +10.4% 101,398 $10.0M
Natixis Advisors, LLC 0.01% Reduce -0.4% 99,492 $9.8M
Quantinno Capital Management LP 0.02% Add +57.8% 95,790 $9.4M
Public Employees Retirement System of Ohio 0.03% Add +16.5% 94,373 $9.3M
Susquehanna International Group, LLP 0.01% Add +65.0% 94,223 $9.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.7% 91,382 $9.0M
Verition Fund Management LLC 0.09% Add +5.9% 89,241 $8.8M
Assetmark, Inc. 0.02% Add +3.7% 87,920 $8.7M
Fifth Third Bancorp 0.02% Add +5093.9% 86,323 $8.5M
Citigroup Inc. 0.01% Reduce -39.9% 84,831 $8.3M
Truist Financial Corp. 0.01% Reduce -2.9% 83,526 $8.2M
Avity Investment Management Inc. 0.59% New 82,342 $8.1M
Teacher Retirement System of Texas 0.03% Add +1.9% 81,714 $8.0M
Worldquant Millennium Advisors LLC 0.03% Reduce -32.6% 80,444 $7.9M
Picton Mahoney Asset Management 0.08% New 78,769 $7.8M
Illinois Municipal Retirement Fund 0.10% Reduce -1.6% 77,718 $7.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.5% 76,376 $7.5M
Landscape Capital Management, L.L.C. 0.48% Add +1.5% 76,420 $7.5M
Hennessy Advisors Inc. 0.26% Reduce -3.3% 73,800 $7.3M
Two Sigma Investments, LP 0.01% Add +1.2% 70,612 $6.9M
MML Investors Services, LLC 0.02% Add +413.3% 70,275 $6.9M
New York State Common Retirement Fund 0.01% Add +1.2% 67,332 $6.6M
SummitTX Capital, L.P. 0.21% New 67,196 $6.6M
Janney Montgomery Scott LLC 0.02% Reduce -0.5% 67,033 $6.6M
MetLife Investment Management, LLC 0.03% Reduce -0.1% 65,236 $6.4M
Algert Global LLC 0.10% New 64,540 $6.4M
Waverly Advisors, LLC 0.05% Add +1.0% 63,720 $6.3M
Sterling Capital Management LLC 0.12% Reduce -10.3% 63,063 $6.2M
Amalgamated Bank 0.05% Add +0.7% 60,526 $6.0M
Orion Porfolio Solutions, LLC 0.05% Reduce -3.0% 60,129 $5.9M
Janus Henderson Group PLC 0.00% Reduce -66.5% 58,833 $5.8M
Geneos Wealth Management Inc. 0.13% Reduce -10.1% 57,268 $5.6M
State of Tennessee, Department of Treasury 0.02% No change 56,941 $5.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -1.1% 56,370 $5.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.5% 56,287 $5.5M
Treasurer of the State of North Carolina 0.02% Add +2.2% 55,954 $5.5M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -0.0% 55,099 $5.4M
Dean Investment Associates, LLC 0.76% Add +48.8% 54,803 $5.4M
Jones Financial Companies LLLP 0.00% Add +608.6% 52,448 $5.2M
Vanguard Global Advisers, LLC 0.00% — 53,002 $5.2M
Covea Finance 0.18% Add +24.7% 52,636 $5.2M
Thornburg Investment Management Inc. 0.05% Reduce -56.8% 52,579 $5.2M
First Trust Advisors LP 0.00% Add +29.5% 52,353 $5.2M
Fred Alger Management, LLC 0.02% Reduce -1.7% 51,839 $5.1M
Mirova 0.21% New 51,369 $5.1M
Cetera Investment Advisers 0.01% Add +9.5% 51,244 $5.0M
Kirr Marbach & Co. LLC 0.92% Add +1.5% 51,055 $5.0M
Vista Investment Partners LLC 1.31% Add +3.5% 50,358 $5.0M
Mutual of America Capital Management LLC 0.06% Reduce -8.6% 50,144 $4.9M
Reinhart Partners, Llc. 0.14% Reduce -8.3% 49,926 $4.9M
Cerity Partners LLC 0.01% Add +22.7% 48,426 $4.8M
Russell Investments Group, Ltd. 0.01% Reduce -1.1% 47,912 $4.7M
Hilton Capital Management, LLC 0.35% Add +64.9% 47,742 $4.7M
Sanctuary Advisors, LLC 0.03% Reduce -2.6% 47,034 $4.6M
Pathstone Holdings, LLC 0.02% Add +0.1% 45,825 $4.5M
State of New Jersey Common Pension Fund D 0.02% No change 44,551 $4.4M
Ensign Peak Advisors, Inc 0.01% Add +0.1% 44,543 $4.4M
Creative Planning 0.00% Add +45.1% 43,801 $4.3M
Chilton Investment Co. Inc. 0.10% Reduce -16.4% 43,574 $4.3M
South Dakota Investment Council 0.08% Reduce -15.1% 43,424 $4.3M
AE Wealth Management LLC 0.02% Add +10.6% 42,656 $4.2M
Thrivent Financial for Lutherans 0.01% Add +0.9% 41,989 $4.1M
Martin & Co. Inc. 0.69% Add +2.5% 41,282 $4.1M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -15.1% 40,323 $4.0M
Darwins River Capital, LP 2.12% New 40,233 $4.0M
Yousif Capital Management, LLC 0.05% Reduce -5.1% 39,883 $3.9M
Trillium Asset Management, LLC 0.13% Reduce -42.0% 35,964 $3.9M
FinArc Investments, Inc. 3.73% — 39,395 $3.9M
Agf Management Ltd. 0.02% Add +19.9% 38,740 $3.8M
Louisiana State Employees Retirement System 0.07% Add +3.8% 37,900 $3.7M
NewEdge Wealth, LLC 0.04% Reduce -13.4% 36,413 $3.6M
Arizona State Retirement System 0.02% Reduce -1.5% 35,966 $3.5M
&partners 0.02% Add +14.2% 34,919 $3.5M
Bell Asset Management Ltd 0.99% Reduce -33.3% 34,346 $3.4M
Aristotle Capital Boston, LLC 0.20% Reduce -0.4% 33,145 $3.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +25.9% 33,117 $3.3M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -0.1% 32,989 $3.2M
Vanguard Investments Australia, Ltd. 0.01% — 32,921 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.6% 32,785 $3.2M
Simon Quick Advisors, LLC 0.14% Reduce -1.1% 32,152 $3.2M
Heartland Advisors Inc. 0.16% Reduce -0.0% 32,149 $3.2M
State of Michigan Retirement System 0.02% Add +1.3% 31,515 $3.1M
Hantz Financial Services, Inc. 0.05% Add +40.1% 31,464 $3.1M
Steward Partners Investment Advisory, LLC 0.02% Add +1.8% 31,349 $3.1M
Mariner, LLC 0.00% Add +124.5% 31,312 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -17.1% 29,887 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.6% 29,314 $2.9M
KLP Kapitalforvaltning As 0.01% No change 29,300 $2.9M
Tilia Fiduciary Partners, Inc. 1.55% Add +5.3% 28,679 $2.8M
Bridgewater Associates 0.01% Reduce -52.8% 28,537 $2.8M
Atria Investments, Inc 0.03% Reduce -5.4% 28,282 $2.8M
Vista Investment Partners Ii, LLC 1.24% Reduce -0.4% 28,055 $2.8M
New Mexico Educational Retirement Board 0.08% No change 27,500 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +0.8% 27,352 $2.7M
Tealwood Asset Management Inc. 1.22% Reduce -0.5% 27,318 $2.7M
Cox Capital Mgt LLC 1.77% Add +75.3% 27,075 $2.7M
Oregon Public Employees Retirement Fund 0.03% Add +1.9% 26,814 $2.6M
Canada Pension Plan Investment Board 0.00% Reduce -21.8% 26,600 $2.6M
Diversify Wealth Management, LLC 0.05% Add +58.7% 28,564 $2.6M
Deutsche Bank AG 0.00% Add +5.0% 26,170 $2.6M
Game Creek Capital, LP 0.98% No change 26,000 $2.6M
Intrepid Capital Management Inc. 1.14% Add +1.7% 24,687 $2.4M
Dark Forest Capital Management LP 0.21% New 24,172 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -10.5% 24,137 $2.4M
Ameritas Investment Partners, Inc. 0.07% Reduce -0.2% 24,096 $2.4M
Dean Capital Management 0.95% Add +22.4% 23,248 $2.3M
State of Alaska, Department of Revenue 0.02% No change 23,087 $2.3M
Capstone Investment Advisors, LLC 0.02% Add +28.0% 22,771 $2.2M
Intech Investment Management LLC 0.02% Reduce -42.5% 22,598 $2.2M
Ethic Inc. 0.03% Add +35.3% 22,548 $2.2M
Resona Asset Management Co.,Ltd. 0.01% Add +1.2% 21,470 $2.1M
Summit Trail Advisors, LLC 0.03% Add +22.8% 21,138 $2.1M
Glenmede Trust Co. NA 0.01% Add +2.4% 21,128 $2.1M
Pictet Asset Management Holding SA 0.00% Add +5.6% 21,061 $2.1M
Graham Capital Management, L.P. 0.09% Add +79.5% 20,695 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +0.5% 20,497 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -2.2% 19,794 $1.9M
Lighthouse Investment Partners, LLC 0.07% New 19,692 $1.9M
HRT Financial LP 0.00% Reduce -15.1% 19,609 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +7.6% 19,528 $1.9M
X-Square Capital, LLC 0.64% Add +1.5% 19,241 $1.9M
One Capital Management, LLC 0.05% Add +26.8% 19,120 $1.9M
Future Fund LLC 0.65% Add +27.2% 18,900 $1.9M
Range Rock Capital, LLC 3.90% New 18,502 $1.8M
Man Group plc 0.00% Reduce -89.2% 18,447 $1.8M
Beacon Investment Advisors LLC 0.67% New 18,101 $1.8M
Xponance LLC 0.01% Add +25.6% 17,701 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +7.3% 17,198 $1.7M
Corient Private Wealth LP 0.00% Reduce -6.2% 17,340 $1.7M
Encore Global Management, LP 1.17% — 17,000 $1.7M
TD Private Client Wealth LLC 0.03% Add +29.4% 16,952 $1.7M
SG Americas Securities, LLC 0.00% Reduce -20.1% 16,547 $1.6M
Prudential Financial Inc. 0.00% Reduce -5.0% 16,149 $1.6M
New York Life Investment Management LLC 0.01% Add +36.5% 16,056 $1.6M
US Bancorp \de 0.00% Reduce -1.7% 15,870 $1.6M
HighTower Advisors, LLC 0.00% Add +9.1% 15,810 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -1.4% 15,537 $1.5M
Voya Investment Management LLC 0.00% Reduce -2.8% 15,471 $1.5M
Bank of Montreal 0.00% Add +12.4% 14,968 $1.5M
Riverwater Partners LLC 0.49% Add +39.6% 14,849 $1.5M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -17.6% 14,726 $1.4M
Oak Ridge Investments LLC 0.09% Reduce -0.0% 14,525 $1.4M
Allstate Corp. 0.02% New 14,439 $1.4M
Advisory Services Network, LLC 0.02% Add +27.0% 14,171 $1.4M
Fortis Capital Advisors, LLC 0.18% Add +36.1% 13,891 $1.4M
Belpointe Asset Management LLC 0.05% Add +36.1% 13,891 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -12.5% 13,440 $1.3M
Public Employees Retirement Association of Colorado 0.01% No change 13,261 $1.3M
Bleakley Financial Group, LLC 0.02% Add +4.2% 13,186 $1.3M
Mercer Global Advisors Inc. 0.00% Add +84.4% 13,178 $1.3M
Patten Group, Inc. 0.22% Add +6.7% 13,087 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 13,028 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +24.5% 12,686 $1.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -36.0% 12,588 $1.2M
Linden Thomas Advisory Services, LLC 0.12% Add +7.9% 12,527 $1.2M
Hartford Funds Management Co LLC 0.10% Add +8.4% 12,090 $1.2M
Jump Financial, LLC 0.02% New 11,828 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +16.5% 11,669 $1.1M
Entropy Technologies, LP 0.05% New 11,532 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.6% 11,337 $1.1M
Coldstream Capital Management Inc. 0.01% Reduce -3.3% 11,190 $1.1M
M&T Bank Corp 0.00% Add +1.8% 10,773 $1.1M
Federated Hermes, Inc. 0.00% Reduce -37.2% 10,706 $1.1M
Financial Strategies Group, Inc. 0.18% Add +6.7% 11,291 $1.0M
Knollwood Investment Advisory, LLC 0.10% No change 10,372 $1.0M
Elo Mutual Pension Insurance Co 0.02% Reduce -51.5% 10,358 $1.0M
SageGuard Financial Group, LLC 0.15% Reduce -40.7% 10,098 $994K
Elevation Point Wealth Partners, LLC 0.02% Add +41.7% 10,063 $990K
Union Bancaire Privee, UBP SA 0.01% Reduce -21.9% 9,386 $981K
Exchange Traded Concepts, LLC 0.01% Add +23.1% 9,957 $980K
Cwm, LLC 0.00% Add +150.1% 9,902 $975K
IFP Advisors, Inc 0.02% Add +428.4% 9,860 $970K
Polymer Capital Management (US) LLC 0.14% New 9,713 $956K
HSBC Holdings PLC 0.00% Reduce -67.5% 9,669 $954K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.7% 9,613 $946K
Securian Asset Management, Inc. 0.04% No change 9,601 $945K
Diversified Management Inc. 0.16% New 9,212 $907K
Brooklyn Investment Group 0.03% Add +84.9% 9,030 $889K
QRG Capital Management, Inc. 0.01% Add +42.0% 8,991 $885K
First Citizens Bank & Trust Co. 0.02% Reduce -36.1% 8,983 $884K
Park Avenue Securities LLC 0.01% Add +2.2% 8,947 $881K
Jane Street Group, LLC 0.00% Reduce -93.7% 8,815 $868K
VARCOV Co. 0.31% Add +132.8% 8,380 $825K
Gibbs Wealth Management 0.11% Add +187.6% 8,294 $816K
Captrust Financial Advisors 0.00% Reduce -40.8% 8,282 $815K
Swiss Life Asset Management Ltd 0.00% Add +31.9% 8,124 $800K
Havemeyer Place LP 0.09% New 8,038 $791K
DRW Securities, LLC 0.04% Add +121.0% 7,765 $764K
Pitcairn Wealth Advisors LLC 0.07% No change 8,060 $726K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.4% 7,281 $717K
EntryPoint Capital, LLC 0.21% New 7,192 $708K
Renaissance Group LLC 0.03% Reduce -45.3% 7,178 $706K
Quadrant Capital Group LLC 0.02% Reduce -29.0% 7,137 $702K
Alliance Wealth Advisors, LLC 0.15% Reduce -23.7% 7,125 $701K
Brevan Howard Capital Management LP 0.01% Reduce -71.6% 6,947 $684K
Utah Retirement Systems 0.01% No change 6,909 $680K
TD Waterhouse Canada Inc. 0.00% Add +262.3% 7,080 $673K
GAMMA Investing LLC 0.03% Add +3.4% 6,799 $669K
Private Advisor Group, LLC 0.00% Reduce -6.4% 6,796 $669K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.2% 6,695 $659K
Commonwealth Equity Services, LLC 0.00% Reduce -48.2% 6,650 $655K
Portside Wealth Group, LLC 0.09% Add +5.1% 6,617 $651K
DNB Asset Management AS 0.00% New 6,557 $645K
Fulton Bank, N.A. 0.02% Add +25.6% 6,524 $642K
Islay Capital Management, LLC 0.33% New 6,474 $637K
Tyche Wealth Partners LLC 0.10% Add +4.1% 6,461 $636K
Tectonic Advisors LLC 0.03% Add +18.5% 6,347 $625K
Fisher Asset Management 0.00% Add +0.2% 6,338 $624K
Maryland State Retirement & Pension System 0.01% No change 6,165 $607K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.2% 6,108 $601K
Gateway Investment Advisers LLC 0.01% Reduce -72.4% 6,108 $601K
Norden Group LLC 0.06% Reduce -18.9% 5,999 $590K
Merit Financial Group, LLC 0.00% Add +10.3% 5,980 $589K
iA Global Asset Management Inc. 0.01% Add +13.5% 5,919 $583K
American Trust Investment Advisors, LLC 0.32% No change 5,815 $572K
Athena Wealth Management, LLC 0.46% Add +52.5% 5,767 $568K
Fifth Third Wealth Advisors LLC 0.02% Add +6.8% 5,494 $541K
Oppenheimer & Co. Inc. 0.01% Reduce -6.3% 5,439 $535K
Applied Finance Capital Management, LLC 0.04% Add +0.6% 5,384 $530K
Regions Financial Corp. 0.00% Add +1.0% 5,326 $524K
Integrated Wealth Concepts LLC 0.00% New 5,305 $522K
ProShare Advisors LLC 0.00% Reduce -0.7% 5,248 $517K
Cooper Financial Group 0.05% Reduce -5.2% 5,099 $502K
Bank of Hawaii 0.03% Reduce -3.2% 5,067 $499K
Ridgewood Investments LLC 0.20% — 5,032 $495K
Cornerstone Investment Partners, LLC 0.02% Add +6.3% 5,005 $493K
Crestwood Advisors Group, LLC 0.01% Reduce -39.2% 4,995 $492K
Kestra Private Wealth Services, LLC 0.01% Add +4.1% 4,982 $490K
Colonial River Investments, LLC 0.17% Add +5.6% 4,918 $484K
PEAK6 LLC 0.01% Add +11.9% 4,915 $484K
Vise Technologies, Inc. 0.01% No change 5,328 $480K
Moors & Cabot, Inc. 0.02% Add +10.6% 4,796 $472K
NewEdge Advisors, LLC 0.00% Reduce -1.1% 4,673 $460K
Bank of Nova Scotia 0.00% New 4,656 $458K
Kestra Investment Management, LLC 0.01% Add +34.8% 4,646 $457K
WINTON GROUP Ltd 0.02% New 4,643 $457K
HB Wealth Management, LLC 0.00% Add +53.6% 4,605 $453K
Sendero Wealth Management, LLC 0.05% No change 4,591 $452K
Tower Research Capital LLC (TRC) 0.01% Reduce -23.8% 4,588 $452K
International Assets Investment Management, LLC 0.03% Reduce -0.8% 4,733 $448K
Rafferty Asset Management, LLC 0.00% Reduce -27.9% 4,535 $446K
Nicolet Bankshares Inc. 0.02% New 4,694 $444K
Daymark Wealth Partners, LLC 0.01% Reduce -9.8% 4,440 $437K
Legacy Wealth Asset Management, LLC 0.11% Add +0.1% 4,436 $437K
Impact Capital Partners LLC 0.13% Reduce -9.3% 4,429 $436K
LVW Advisors, LLC 0.04% Reduce -12.0% 4,405 $434K
Shelton Capital Management 0.01% No change 4,405 $434K
Northwestern Mutual Wealth Management Co. 0.00% Add +121.1% 4,386 $432K
Retirement Planning Co of New England, Inc. 0.17% Add +2.5% 4,372 $430K
L2 Asset Management, LLC 0.04% Add +59.8% 4,350 $428K
Wealth Alliance, LLC 0.04% Reduce -4.1% 4,267 $420K
CIBC Asset Management Inc 0.00% No change 4,227 $416K
Gotham Asset Management 0.00% Reduce -0.0% 4,125 $406K
FORA Capital, LLC 0.03% Reduce -81.6% 4,117 $405K
Vident Advisory, LLC 0.00% Add +15.3% 4,095 $403K
Ontario Teachers Pension Plan Board 0.01% Reduce -80.4% 4,026 $396K
O'Brien Greene & Co. Inc 0.11% No change 4,000 $394K
Old National Bancorp 0.01% Add +18.7% 3,963 $390K
KBC Group NV 0.00% Add +10.3% 3,948 $389K
DAVENPORT & Co LLC 0.00% Add +3.8% 3,854 $379K
Principal Securities, Inc. 0.01% Add +12.7% 3,834 $377K
North Dakota State Investment Board 0.02% Reduce -17.0% 3,821 $376K
BCS Private Wealth Management, Inc. 0.11% New 3,820 $376K
Commerce Bank 0.00% Reduce -45.7% 3,763 $370K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.2% 3,680 $362K
Sheets Smith Wealth Management 0.04% New 3,633 $358K
Arkadios Wealth Advisors 0.01% Reduce -0.6% 3,560 $350K
Northwest & Ethical Investments L.P. 0.01% New 3,652 $349K
Ausdal Financial Partners, Inc. 0.02% Reduce -1.9% 3,494 $344K
Praxis Investment Management Inc. 0.02% Add +11.9% 3,468 $341K
CreativeOne Wealth, LLC 0.01% Add +4.3% 3,451 $340K
First Horizon Corp. 0.01% Add +0.4% 3,322 $327K
Valeo Financial Advisors, LLC 0.01% New 3,290 $324K
Wedmont Private Capital 0.01% Reduce -0.4% 3,399 $323K
Evergreen Capital Management LLC 0.01% Reduce -12.6% 3,282 $323K
Wealthfront Advisers LLC 0.00% Reduce -2.4% 3,281 $323K
Sagespring Wealth Partners, LLC 0.01% Add +0.3% 3,269 $322K
Blue Trust, Inc. 0.00% Add +356.7% 3,256 $320K
Greenleaf Trust 0.00% Add +1.5% 3,226 $318K
Benjamin Edwards Inc. 0.00% Add +4.4% 3,179 $313K
AlphaCore Capital LLC 0.01% Reduce -20.2% 3,047 $300K
Mgo One Seven LLC 0.01% Add +23.6% 3,028 $298K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -0.1% 3,019 $297K
Calamos Wealth Management LLC 0.01% New 3,003 $296K
Calamos Advisors LLC 0.00% New 3,003 $296K
Panagora Asset Management Inc. 0.00% No change 3,002 $295K
National Bank of Canada 0.00% New 2,893 $285K
United Capital Financial Advisors, LLC 0.00% New 2,890 $284K
Ascentis Independent Advisors 0.02% Add +10.6% 2,870 $282K
Ellevest, Inc. 0.04% New 2,846 $280K
Balefire, LLC 0.05% Add +5.0% 2,845 $280K
Engineers Gate Manager LP 0.00% Reduce -90.1% 2,792 $275K
BXM Wealth LLC 0.21% New 2,750 $271K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 2,724 $268K
Signaturefd, LLC 0.00% Add +1.9% 2,700 $266K
American Trust 0.02% Reduce -1.3% 2,686 $264K
Carrera Capital Advisors 0.04% No change 2,619 $258K
Grey Ledge Advisors, LLC 0.06% New 2,540 $250K
Farther Finance Advisors, LLC 0.00% Reduce -7.4% 2,629 $249K
Concurrent Investment Advisors, LLC 0.00% Reduce -36.6% 2,501 $246K
Thrive Wealth Management, LLC 0.04% Add +3.3% 2,480 $244K
EverSource Wealth Advisors, LLC 0.01% Add +35.6% 2,479 $244K
Heritage Family Offices, LLP 0.11% Reduce -21.8% 2,437 $240K
Wellspring Financial Advisors, LLC 0.02% Reduce -5.9% 2,436 $240K
Equitable Holdings, Inc. 0.00% Reduce -39.1% 2,614 $238K
Institute for Wealth Management, LLC. 0.03% Reduce -6.3% 2,416 $238K
Morris Financial Concepts, Inc. 0.08% Reduce -0.7% 2,385 $235K
Fiduciary Trust Co 0.00% Reduce -0.2% 2,380 $234K
Profund Advisors LLC 0.01% Reduce -11.1% 2,379 $234K
Apollon Wealth Management, LLC 0.00% New 2,322 $229K
Trust Point Inc. 0.02% Reduce -1.6% 2,305 $227K
Strategic Investment Advisors / MI 0.02% New 2,304 $227K
Navellier & Associates Inc. 0.02% New 2,284 $225K
Bingham Private Wealth, LLC 0.18% New 2,278 $224K
Everpar Advisors LLC 0.08% Reduce -15.2% 2,247 $221K
Sage Rhino Capital LLC 0.04% New 2,221 $219K
Brown Advisory Inc. 0.00% Reduce -53.9% 2,209 $217K
Anchor Investment Management, LLC 0.02% Add +0.6% 2,201 $217K
Wellington Shields & Co., LLC 0.06% New 2,200 $217K
Sowell Financial Services LLC 0.01% Reduce -8.2% 2,172 $214K
Moody Aldrich Partners LLC 0.04% Reduce -31.9% 2,166 $213K
TruNorth Capital Management, LLC 0.04% New 2,154 $212K
Snowden Capital Advisors LLC 0.01% Reduce -6.9% 2,154 $212K
Goldstein Advisors, LLC 0.02% New 2,146 $211K
Catalyst Financial Partners LLC 0.02% New 2,139 $211K
Ballentine Partners, LLC 0.00% Reduce -17.5% 2,137 $210K
Guggenheim Capital LLC 0.00% Reduce -13.5% 2,062 $203K
Kingswood Wealth Advisors, LLC 0.01% New 2,053 $202K
Parallel Advisors, LLC 0.00% Reduce -2.1% 1,754 $173K
Opal Wealth Advisors, LLC 0.04% New 1,746 $172K
MAI Capital Management 0.00% Add +544.6% 1,734 $171K
Horizon Investments, LLC 0.00% New 1,677 $165K
Westpac Banking Corp. 0.01% Reduce -3.4% 1,634 $161K
MeadowBrook Investment Advisors LLC 0.14% Reduce -27.3% 1,625 $160K
Daiwa Securities Group Inc. 0.00% Reduce -8.6% 1,594 $157K
Mather Group, Llc. 0.00% New 1,519 $150K
Allworth Financial LP 0.00% Add +75.6% 1,505 $148K
Bollard Group LLC 0.00% No change 1,418 $140K
Eurizon Capital SGR S.p.A. 0.00% Reduce -73.6% 1,385 $138K
Sound Income Strategies, LLC 0.01% Add +0.3% 1,446 $137K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -0.3% 1,351 $133K
UMB Bank, n.a. 0.00% Add +15.8% 1,350 $133K
Nomura Asset Management Co. Ltd. 0.00% Add +54.1% 1,310 $129K
Truvestments Capital LLC 0.02% Reduce -4.7% 1,188 $117K
Nisa Investment Advisors, LLC 0.00% Add +3.8% 1,166 $115K
Acadian Asset Management LLC 0.00% Add +42.0% 1,163 $113K
Elevated Capital Advisors, LLC 0.03% Add +15.6% 1,050 $103K
Smartleaf Asset Management LLC 0.00% Add +21.8% 989 $98K
State of Wyoming 0.01% Reduce -8.3% 979 $96K
Rothschild Investment LLC 0.00% Add +1988.9% 940 $93K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.6% 905 $89K
Group One Trading LLC 0.00% New 895 $88K
Walleye Trading LLC 0.00% Reduce -95.0% 858 $84K
Arax Advisory Partners 0.00% Reduce -23.9% 859 $84K
B. Riley Wealth Advisors, Inc. 0.01% New 830 $82K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -8.6% 853 $82K
Harbour Investments, Inc. 0.00% Add +620.0% 756 $74K
Whittier Trust Co. 0.00% Reduce -64.5% 777 $74K
HHM Wealth Advisors, LLC 0.01% No change 750 $74K
HM Payson & Co. 0.00% Reduce -4.4% 633 $62K
Los Angeles Capital Management LLC 0.00% No change 570 $56K
Huntington National Bank 0.00% Add +22.5% 496 $49K
Root Financial Partners, LLC 0.00% Add +18.2% 454 $45K
City State Bank 0.01% No change 450 $44K
Wellington-Altus USA Inc. 0.03% Reduce -30.7% 487 $42K
Cullen/Frost Bankers, Inc. 0.00% Add +47.9% 426 $42K
SJS Investment Consulting Inc. 0.01% Add +15.9% 423 $42K
Wilmington Savings Fund Society, FSB 0.00% No change 401 $39K
Keating Financial Advisory Services, Inc. 0.01% Add +3.1% 396 $39K
Versant Capital Management, Inc 0.00% Add +35.9% 390 $38K
Old Second National Bank of Aurora 0.01% No change 375 $37K
Sunbelt Securities, Inc. 0.00% No change 362 $36K
Vega Investment Solutions 0.01% No change 358 $35K
REAP Financial Group, LLC 0.01% Add +1.7% 357 $35K
Private Trust Co. NA 0.00% Reduce -1.3% 311 $31K
Strive Financial Group ,LLC 0.02% Add +12.8% 309 $30K
Financial Management Professionals, Inc. 0.00% No change 303 $30K
Davis Capital Management 0.02% No change 300 $30K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -18.6% 307 $29K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -99.9% 295 $29K
Asset Dedication, LLC 0.00% Reduce -7.9% 293 $29K
Essential Partners LLC 0.01% Add +81.3% 290 $29K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 290 $29K
Roxbury Financial LLC 0.02% Reduce -6.7% 280 $28K
NorthAvenue LLC 0.02% No change 280 $28K
Kemnay Advisory Services Inc. 0.00% New 267 $26K
Spire Wealth Management 0.00% Reduce -4.1% 259 $25K
Grove Bank & Trust 0.00% No change 250 $25K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 249 $25K
2UniFi Bank 0.01% Add +8.8% 246 $24K
CoreCap Advisors, LLC 0.00% Add +32.6% 244 $24K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -3.2% 239 $24K
Parkside Financial Bank & Trust 0.00% Reduce -16.2% 243 $24K
Fortitude Family Office, LLC 0.01% Add +158.1% 240 $24K
Transamerica Financial Advisors, LLC 0.00% Add +62.6% 226 $22K
Raleigh Capital Management Inc. 0.01% Reduce -1.4% 219 $22K
Financial Network Wealth Advisors LLC 0.02% Add +39.6% 215 $21K
Larson Financial Group LLC 0.00% Add +16.9% 207 $20K
Twin Peaks Wealth Advisors, LLC 0.01% New 201 $20K
Physician Wealth Advisors, Inc. 0.00% Add +224.6% 185 $18K
Elevation Wealth Partners, LLC 0.01% Add +57.3% 184 $18K
Leonteq Securities AG 0.00% Reduce -62.3% 181 $18K
SBI Securities Co., Ltd. 0.00% No change 180 $18K
Clearstead Trust, LLC 0.00% Reduce -16.9% 172 $17K
CX Institutional 0.00% Add +451.7% 160 $16K
Entrust Financial LLC 0.01% Reduce -2.6% 148 $15K
CVA Family Office, LLC 0.00% Add +2820.0% 146 $14K
Ares Financial Consulting, LLC 0.01% New 142 $13K
Bell Investment Advisors, Inc 0.00% Reduce -34.0% 132 $13K
Murphy & Mullick Capital Management Corp 0.01% Reduce -7.4% 125 $12K
Decker Retirement Planning Inc. 0.01% No change 124 $12K
Bare Financial Services, Inc 0.00% Add +68.1% 121 $12K
Farmers & Merchants Investments Inc. 0.00% No change 121 $12K
True Wealth Design, LLC 0.00% Add +111.5% 110 $11K
Chilton Capital Management LLC 0.00% New 107 $11K
Frazier Financial Advisors, LLC 0.01% No change 106 $10K
GHP Investment Advisors, Inc. 0.00% No change 103 $10K
NFSG Corp 0.00% No change 100 $10K
Danske Bank A/S 0.00% Reduce -90.0% 100 $10K
Quent Capital, LLC 0.00% Add +352.6% 86 $8K
Basecamp Wealth Advisors LLC 0.00% Add +6.4% 83 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -16.2% 83 $8K
Bogart Wealth, LLC 0.00% Reduce -12.8% 82 $8K
Owl Creek Wealth Partners LLC 0.00% — 80 $8K
Aquatic Capital Management LLC 0.00% Reduce -99.8% 79 $8K
Private Wealth Management Group, LLC 0.00% No change 76 $7K
Hilton Head Capital Partners, LLC 0.00% No change 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 $7K
Beacon Investment Advisory Services, Inc. 0.00% New 66 $6K
Itau Unibanco Holding S.A. 0.00% New 66 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 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% No change 61 $6K
Covestor Ltd 0.00% Reduce -44.8% 58 $6K
Holos Integrated Wealth LLC 0.00% No change 62 $6K
Valued Wealth Advisors LLC 0.00% Add +427.3% 58 $6K
KERR FINANCIAL PLANNING Corp 0.00% Reduce -13.9% 62 $6K
Zions Bancorporation, National Association 0.00% Add +28.9% 58 $6K
CENTRAL TRUST Co 0.00% No change 52 $5K
Lloyd Advisory Services, LLC. 0.00% New 49 $5K
Kingdom Financial Group LLC. 0.00% Reduce -47.3% 49 $5K
Rossby Financial, LCC 0.00% Add +600.0% 49 $5K
First Command Advisory Services, Inc. 0.00% Add +12.8% 44 $4K
Colonial Trust Co / SC 0.00% Add +4.9% 43 $4K
Carolina Wealth Advisors, LLC 0.00% No change 42 $4K
Wolff Wiese Magana LLC 0.00% No change 40 $4K
Clearstead Advisors, LLC 0.00% Reduce -92.2% 40 $4K
SHP Wealth Management 0.00% Add +60.0% 40 $4K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -55.6% 36 $4K
Tower View Wealth Management LLC 0.00% New 33 $3K
IMA Advisory Services, Inc. 0.00% Reduce -5.7% 33 $3K
AdvisorNet Financial, Inc 0.00% No change 32 $3K
Rialto Wealth Management, LLC 0.00% Add +63.2% 31 $3K
MV Capital Management, Inc. 0.00% Add +3.3% 31 $3K
1620 Investment Advisors, Inc. 0.00% No change 30 $3K
Quarry LP 0.00% Reduce -93.8% 30 $3K
North Star Investment Management Corp. 0.00% Add +3.5% 30 $3K
Retirement Wealth Solutions LLC 0.00% Add +133.3% 28 $3K
Provenance Wealth Advisors, LLC 0.00% No change 28 $3K
TD Capital Management LLC 0.00% No change 27 $3K
Johnson Financial Group, Inc. 0.00% No change 25 $2K
Dunhill Financial, LLC 0.00% Add +700.0% 24 $2K
Marquette Asset Management, LLC 0.00% Reduce -50.0% 24 $2K
Cromwell Holdings LLC 0.00% No change 24 $2K
Halbert Hargrove Global Advisors, LLC 0.00% No change 23 $2K
Cornerstone Financial Management LLC 0.00% No change 21 $2K
Signature Equity Partners, LLC 0.00% Add +5.0% 21 $2K
Avion Wealth 0.00% Reduce -18.8% 26 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.8% 20 $2K
Albion Financial Group 0.00% No change 20 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 18 $2K
Bruce G. Allen Investments, LLC 0.00% No change 18 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +63.6% 18 $2K
Lanark Financial, Inc. 0.00% No change 18 $2K
Salomon & Ludwin, LLC 0.00% Reduce -69.5% 18 $2K
Torren Management, LLC 0.00% Reduce -86.7% 17 $2K
EFG International AG 0.00% New 17 $2K
Golden State Wealth Management, LLC 0.00% No change 16 $2K
Cassaday & Co Wealth Management LLC 0.00% New 15 $1K
Kilter Group LLC 0.00% No change 13 $1K
Intentional Wealth Strategies, LLC 0.00% — 12 $1K
Raffa Wealth Management, LLC 0.00% Add +20.0% 12 $1K
Hughes Financial Services, LLC 0.00% Add +50.0% 12 $1K
Legacy Wealth Managment, LLC 0.00% No change 11 $1K
Addison Advisors LLC 0.00% New 11 $1K
SouthState Bank Corp 0.00% Reduce -72.5% 11 $1K
WealthCollab, LLC 0.00% No change 10 $985
JPL Wealth Management, LLC 0.00% New 10 $985
Aventura Private Wealth, LLC 0.00% No change 10 $984
Abound Wealth Management 0.00% New 8 $788
Cornerstone Planning Group LLC 0.00% No change 8 $755
Vermillion Wealth Management, Inc. 0.00% New 7 $689
Cedar Mountain Advisors, LLC 0.00% No change 7 $689
Principia Wealth Advisory, LLC 0.00% No change 6 $591
HFM Investment Advisors, LLC 0.00% No change 6 $591
American Capital Advisory, LLC 0.00% No change 5 $493
Financial Consulate, Inc. 0.00% New 5 $493
Anfield Capital Management, LLC 0.00% No change 5 $492
Strategic Wealth Partners, Ltd. 0.00% New 5 $485
Nemes Rush Group LLC 0.00% Reduce -33.3% 4 $394
Prestige Wealth Management Group LLC 0.00% New 3 $296
1015 Capital Partners, LLC 0.00% Reduce -40.0% 3 $295
Curio Wealth, LLC 0.00% New 3 $295
3 Factor Indexing, LLC 0.00% — 2 $197
NBT Bank, N.A. 0.00% New 2 $197
Beaird Harris Wealth Management, LLC 0.00% No change 2 $197
Seneschal Advisors, LLC 0.00% No change 1 $99
Quaker Wealth Management, LLC 0.00% No change 1 $99
TFC Financial Management, Inc. 0.00% No change 1 $99
High Note Wealth, LLC 0.00% No change 1 $98
Activest Wealth Management 0.00% Reduce -50.0% 1 $58
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.