Filing Research | BFAM - BRIGHT HORIZONS FAM SOL IN D Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	445.0KSH	$31.5M
2	Great Point Wealth Advisors, LLC	Shares	257.9KSH	$18.3M
3	Mayar Capital Ltd.	Shares	125.2KSH	$8.9M
4	Assenagon Asset Management S.A.	Shares	108.8KSH	$7.7M
5	Graphene Investments SAS	Shares	46.8KSH	$3.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.6KSH	$2.5M
7	Beaird Harris Wealth Management, LLC	Shares	28.6KSH	$2.0M
8	Police & Firemen's Retirement System of New Jersey	Shares	24.2KSH	$1.7M
9	Louisiana State Employees Retirement System	Shares	23.1KSH	$1.6M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.2KSH	$1.0M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.5KSH	$884.2K
12	Merit Financial Group, LLC	Shares	11.5KSH	$812.4K
13	Sivia Capital Partners, LLC	Shares	10.8KSH	$763.4K
14	MISSION WEALTH MANAGEMENT, LP	Shares	7.8KSH	$549.4K
15	Crossmark Global Holdings, Inc.	Shares	6.7KSH	$475.9K
16	DAVENPORT & Co LLC	Shares	4.5KSH	$317.8K
17	WADDELL & ASSOCIATES, LLC	Shares	4.3KSH	$301.9K
18	SUMMITRY LLC	Shares	4.2KSH	$301.0K
19	PROFFITT & GOODSON INC	Shares	3.8KSH	$272.7K
20	Wedmont Private Capital	Shares	3.6KSH	$263.2K
21	DRIVE WEALTH MANAGEMENT, LLC	Shares	3.4KSH	$241.9K
22	NorthCrest Asset Manangement, LLC	Shares	3.0KSH	$220.2K
23	Perpetual Ltd	Shares	3.0KSH	$215.7K
24	IFP Advisors, Inc	Shares	2.6KSH	$181.3K
25	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$160.5K
26	GAMMA Investing LLC	Shares	2.2KSH	$154.6K
27	Blue Trust, Inc.	Shares	1.5KSH	$108.8K
28	Hilltop National Bank	Shares	1.3KSH	$92.4K
29	Avanza Fonder AB	Shares	1.1KSH	$79.3K
30	Farther Finance Advisors, LLC	Shares	1.1KSH	$76.1K
31	SJS Investment Consulting Inc.	Shares	764SH	$54.2K
32	HM PAYSON & CO	Shares	509SH	$36.1K
33	Curated Wealth Partners LLC	Shares	25.3KSH	$29.4K
34	True Wealth Design, LLC	Shares	316SH	$22.4K
35	SIGNATUREFD, LLC	Shares	221SH	$15.7K
36	MassMutual Private Wealth & Trust, FSB	Shares	191SH	$13.5K
37	ENTRUST FINANCIAL LLC	Shares	183SH	$13.0K
38	ELEVATION WEALTH PARTNERS, LLC	Shares	174SH	$12.3K
39	CoreCap Advisors, LLC	Shares	165SH	$11.7K
40	Fortitude Family Office, LLC	Shares	92SH	$6.5K
41	Premier Fund Managers Ltd	Shares	72.7KSH	$5.2K
42	Owl Creek Wealth Partners LLC	Shares	65SH	$4.6K
43	WOLFF WIESE MAGANA LLC	Shares	49SH	$3.5K
44	AdvisorNet Financial, Inc	Shares	43SH	$3.0K
45	Bogart Wealth, LLC	Shares	34SH	$2.4K
46	JFS WEALTH ADVISORS, LLC	Shares	31SH	$2.2K
47	Steigerwald, Gordon & Koch Inc.	Shares	29SH	$2.1K
48	FARMERS & MERCHANTS INVESTMENTS INC	Shares	27SH	$1.9K
49	FIRST HORIZON CORP	Shares	27SH	$1.9K
50	Versant Capital Management, Inc	Shares	27SH	$1.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	Louisiana State Employees Retirement System new	Shares	+23.1K	+$1.6M	$1.6M
2	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+14.2K	+$1.0M	$1.0M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+12.5K	+$884.2K	$884.2K
4	Crossmark Global Holdings, Inc. new	Shares	+6.7K	+$475.9K	$475.9K
5	Graphene Investments SAS added	Shares	+10.6K	+$344.1K	$3.3M
6	Wedmont Private Capital new	Shares	+3.6K	+$263.2K	$263.2K
7	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+3.4K	+$241.9K	$241.9K
8	GAMMA Investing LLC added	Shares	+1.8K	+$127.2K	$154.6K
9	PROFFITT & GOODSON INC added	Shares	+1.9K	+$110.9K	$272.7K
10	IFP Advisors, Inc added	Shares	+1.0K	+$56.5K	$181.3K
11	Beaird Harris Wealth Management, LLC added	Shares	+4.4K	+$39.1K	$2.0M
12	Curated Wealth Partners LLC new	Shares	+25.3K	+$29.4K	$29.4K
13	SJS Investment Consulting Inc. added	Shares	+385	+$23.0K	$54.2K
14	Fortitude Family Office, LLC added	Shares	+89	+$6.3K	$6.5K
15	MassMutual Private Wealth & Trust, FSB added	Shares	+53	+$2.2K	$13.5K
16	Bogart Wealth, LLC added	Shares	+28	+$1.9K	$2.4K
17	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+27	+$1.9K	$1.9K
18	Cape Investment Advisory, Inc. new	Shares	+24	+$1.7K	$1.7K
19	State of Alaska, Department of Revenue new	Shares	+17.3K	+$1.2K	$1.2K
20	Noble Wealth Management PBC new	Shares	+16	+$1.1K	$1.1K
21	Wealth Enhancement Trust Services, Inc. new	Shares	+16	+$1.1K	$1.1K
22	AMALGAMATED BANK added	Shares	+12.1K	+$823	$1.1K
23	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+11	+$780	$780
24	Spire Wealth Management new	Shares	+11	+$780	$780
25	Cedar Mountain Advisors, LLC new	Shares	+10	+$709	$709
26	Physician Wealth Advisors, Inc. new	Shares	+8	+$568	$568
27	Creative Capital Management Investments LLC new	Shares	+7	+$496	$496
28	Davis Capital Management new	Shares	+3	+$213	$213
29	Cromwell Holdings LLC added	Shares	+3	+$100	$921
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.6K	+$92	$252
31	CX Institutional unchanged	Shares	0	$0	$1
32	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$4
33	JFS WEALTH ADVISORS, LLC added	Shares	+4	-$20	$2.2K
34	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$127	$284
35	Handelsbanken Fonder AB unchanged	Shares	0	-$198	$1.3K
36	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$326	$2.1K
37	Hughes Financial Services, LLC trimmed	Shares	-4	-$396	$425
38	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$551	$3.5K
39	Quaker Wealth Management, LLC exited	Shares	-10	-$822	$0
40	CoreCap Advisors, LLC added	Shares	+9	-$1.1K	$11.7K
41	AdvisorNet Financial, Inc trimmed	Shares	-15	-$1.7K	$3.0K
42	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$2.1K	$13.0K
43	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-13	-$3.0K	$12.3K
44	Richardson Capital Management LLC exited	Shares	-42	-$3.4K	$0
45	DAGCO, INC. exited	Shares	-50	-$4.1K	$0
46	LRI Investments, LLC trimmed	Shares	-64	-$5.3K	$142
47	HM PAYSON & CO unchanged	Shares	0	-$5.7K	$36.1K
48	Owl Creek Wealth Partners LLC trimmed	Shares	-135	-$11.8K	$4.6K
49	Avanza Fonder AB unchanged	Shares	0	-$12.6K	$79.3K
50	MISSION WEALTH MANAGEMENT, LP added	Shares	+882	-$14.8K	$549.4K

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