Filing Research | BJ - BJ's Wholesale Club Holdings, Institutional Holdings

Snapshot holdings

50 / 143 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	3.4MSH	$294.3M
2	Boston Trust Walden Corp	Shares	882.9KSH	$77.0M
3	CONGRESS ASSET MANAGEMENT CO	Shares	350.5KSH	$30.6M
4	Foster Victor Wealth Advisors, LLC	Shares	187.5KSH	$16.8M
5	AVITY INVESTMENT MANAGEMENT INC.	Shares	110.0KSH	$9.6M
6	Rathbones Group PLC	Shares	108.9KSH	$9.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	58.1KSH	$5.1M
8	Covea Finance	Shares	52.6KSH	$4.6M
9	KIRR MARBACH & CO LLC /IN/	Shares	48.7KSH	$4.2M
10	REINHART PARTNERS, LLC.	Shares	46.8KSH	$4.1M
11	Oak Thistle LLC	Shares	39.8KSH	$3.5M
12	Louisiana State Employees Retirement System	Shares	37.4KSH	$3.3M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	36.9KSH	$3.2M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.0KSH	$2.7M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.6KSH	$2.7M
16	Cox Capital Mgt LLC	Shares	26.6KSH	$2.3M
17	JOHNSON INVESTMENT COUNSEL INC	Shares	20.3KSH	$1.8M
18	OAK RIDGE INVESTMENTS LLC	Shares	14.0KSH	$1.2M
19	Linden Thomas Advisory Services, LLC	Shares	12.9KSH	$1.1M
20	IFP Advisors, Inc	Shares	10.5KSH	$916.0K
21	Sivia Capital Partners, LLC	Shares	10.5KSH	$912.1K
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	10.1KSH	$884.2K
23	SECURIAN ASSET MANAGEMENT, INC	Shares	9.4KSH	$879.5K
24	Merit Financial Group, LLC	Shares	10.1KSH	$877.4K
25	Crossmark Global Holdings, Inc.	Shares	9.7KSH	$845.9K
26	QRG CAPITAL MANAGEMENT, INC.	Shares	9.0KSH	$782.1K
27	GATEWAY INVESTMENT ADVISERS LLC	Shares	8.7KSH	$755.8K
28	Union Bancaire Privee, UBP SA	Shares	8.0KSH	$708.9K
29	Sequoia Financial Advisors, LLC	Shares	7.3KSH	$637.1K
30	FULTON BANK, N.A.	Shares	7.1KSH	$620.6K
31	GAMMA Investing LLC	Shares	6.8KSH	$592.2K
32	TECTONIC ADVISORS LLC	Shares	6.5KSH	$564.2K
33	Portside Wealth Group, LLC	Shares	6.3KSH	$552.8K
34	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	6.2KSH	$540.7K
35	Athena Wealth Management, LLC	Shares	6.0KSH	$522.4K
36	Alliance Wealth Advisors, LLC /UT	Shares	5.9KSH	$517.4K
37	Fifth Third Wealth Advisors LLC	Shares	5.2KSH	$455.4K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.8KSH	$412.1K
39	Legacy Wealth Asset Management, LLC	Shares	4.4KSH	$386.1K
40	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	4.1KSH	$361.3K
41	OLD NATIONAL BANCORP /IN/	Shares	4.0KSH	$347.0K
42	Colonial River Investments, LLC	Shares	4.0KSH	$345.0K
43	DAVENPORT & Co LLC	Shares	3.9KSH	$339.7K
44	NorthCrest Asset Manangement, LLC	Shares	3.9KSH	$333.2K
45	SHEETS SMITH WEALTH MANAGEMENT	Shares	3.8KSH	$331.1K
46	Blue Trust, Inc.	Shares	3.7KSH	$325.3K
47	Envestnet Portfolio Solutions, Inc.	Shares	3.7KSH	$324.9K
48	SIGNATUREFD, LLC	Shares	3.7KSH	$324.8K
49	LVW Advisors, LLC	Shares	3.6KSH	$313.0K
50	Wedmont Private Capital	Shares	3.5KSH	$305.6K

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

50 / 167 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+39.8K	+$3.5M	$3.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+23.7K	+$1.6M	$2.7M
3	AVITY INVESTMENT MANAGEMENT INC. added	Shares	+27.7K	+$1.5M	$9.6M
4	Sivia Capital Partners, LLC new	Shares	+10.5K	+$912.1K	$912.1K
5	Foster Victor Wealth Advisors, LLC added	Shares	+8.1K	+$369.4K	$16.8M
6	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+4.1K	+$361.3K	$361.3K
7	NorthCrest Asset Manangement, LLC new	Shares	+3.9K	+$333.2K	$333.2K
8	Revolve Wealth Partners, LLC new	Shares	+3.5K	+$301.1K	$301.1K
9	WADDELL & ASSOCIATES, LLC new	Shares	+3.4K	+$300.3K	$300.3K
10	Merit Financial Group, LLC added	Shares	+4.1K	+$288.8K	$877.4K
11	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.9K	+$251.9K	$251.9K
12	Curated Wealth Partners LLC new	Shares	+150.0K	+$172.7K	$172.7K
13	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.6K	+$154.7K	$755.8K
14	B. Riley Wealth Advisors, Inc. trimmed	CALL	-28.8K	+$77.5K	$107.2K
15	SIGNATUREFD, LLC added	Shares	+1.0K	+$59.1K	$324.8K
16	True Wealth Design, LLC added	Shares	+639	+$54.5K	$65.3K
17	B. Riley Wealth Advisors, Inc. added	Shares	+695	+$54.1K	$136.2K
18	Apollon Wealth Management, LLC added	Shares	+850	+$48.1K	$276.7K
19	Ballentine Partners, LLC added	Shares	+777	+$43.8K	$254.2K
20	Cape Investment Advisory, Inc. new	Shares	+472	+$41.2K	$41.2K
21	Farther Finance Advisors, LLC added	Shares	+539	+$28.2K	$276.9K
22	Davis Capital Management added	Shares	+299	+$22.7K	$52.2K
23	SJS Investment Consulting Inc. added	Shares	+312	+$22.5K	$64.1K
24	Wealth Enhancement Trust Services, Inc. new	Shares	+206	+$18.0K	$18.0K
25	SBI Securities Co., Ltd. added	Shares	+180	+$13.7K	$31.4K
26	AdvisorNet Financial, Inc added	Shares	+119	+$10.0K	$13.2K
27	Bogart Wealth, LLC added	Shares	+106	+$8.3K	$16.4K
28	Blue Trust, Inc. added	Shares	+474	+$4.9K	$325.3K
29	Versant Capital Management, Inc added	Shares	+98	+$4.2K	$42.6K
30	Creative Capital Management Investments LLC new	Shares	+29	+$2.5K	$2.5K
31	Cromwell Holdings LLC added	Shares	+14	+$952	$3.3K
32	LRI Investments, LLC new	Shares	+8	+$698	$698
33	Mascoma Wealth Management LLC new	Shares	+8	+$698	$698
34	Quest 10 Wealth Builders, Inc. new	Shares	+8	+$698	$698
35	Ares Financial Consulting, LLC added	Shares	+20	+$695	$14.1K
36	Activest Wealth Management added	Shares	+7	+$640	$698
37	State of Alaska, Department of Revenue added	Shares	+8.7K	+$496	$2.8K
38	Mosley Wealth Management new	Shares	+2	+$174	$174
39	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
40	High Note Wealth, LLC unchanged	Shares	0	-$11	$87
41	Quaker Wealth Management, LLC unchanged	Shares	0	-$11	$88
42	TFC Financial Management, Inc. unchanged	Shares	0	-$11	$88
43	CX Institutional trimmed	Shares	-131	-$13	$3
44	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$22	$175
45	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$22	$175
46	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$56	$437
47	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$78	$611
48	PARK AVENUE SECURITIES LLC added	Shares	+241	-$80	$801
49	Aventura Private Wealth, LLC unchanged	Shares	0	-$112	$872
50	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+1	-$154	$2.1K

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