Filing Research | BLMN - BLOOMIN BRANDS INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	91.4KSH	$762.6K
2	Skylands Capital, LLC	Shares	62.3KSH	$569.0K
3	Counterpoint Mutual Funds LLC	Shares	36.9KSH	$337.6K
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	33.4KSH	$305.3K
5	Merit Financial Group, LLC	Shares	31.4KSH	$286.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	28.4KSH	$259.4K
7	Park Capital Management, LLC / WI	Shares	16.0KSH	$146.1K
8	BANQUE PICTET & CIE SA	Shares	11.9KSH	$109.0K
9	Commonwealth Financial Services, LLC	Shares	10.7KSH	$97.6K
10	WADDELL & ASSOCIATES, LLC	Shares	10.5KSH	$96.2K
11	Xcel Wealth Management, LLC	Shares	10.5KSH	$96.2K
12	IFP Advisors, Inc	Shares	5.0KSH	$45.9K
13	EverSource Wealth Advisors, LLC	Shares	3.6KSH	$32.9K
14	FIRST HORIZON CORP	Shares	2.7KSH	$24.6K
15	Farther Finance Advisors, LLC	Shares	2.2KSH	$20.1K
16	GAMMA Investing LLC	Shares	2.0KSH	$18.2K
17	Versant Capital Management, Inc	Shares	820SH	$7.5K
18	Cedar Mountain Advisors, LLC	Shares	659SH	$6.0K
19	West Branch Capital LLC	Shares	564SH	$5.2K
20	True Wealth Design, LLC	Shares	484SH	$4.4K
21	SIGNATUREFD, LLC	Shares	468SH	$4.3K
22	Wealth Enhancement Trust Services, Inc.	Shares	376SH	$3.4K
23	LifeSteps Financial, Inc.	Shares	250SH	$2.3K
24	SBI Securities Co., Ltd.	Shares	250SH	$2.3K
25	SJS Investment Consulting Inc.	Shares	225SH	$2.1K
26	Golden State Wealth Management, LLC	Shares	117SH	$1.1K
27	Spire Wealth Management	Shares	117SH	$1.1K
28	Fortitude Family Office, LLC	Shares	91SH	$832
29	FINANCIAL CONSULATE, INC	Shares	82SH	$750
30	Physician Wealth Advisors, Inc.	Shares	45SH	$412
31	Fruth Investment Management	Shares	12.0KSH	$109
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	7.6KSH	$70
33	Capital Advisors, Ltd. LLC	Shares	49SH	$0

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

36 / 36 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+45.1K	+$508.4K	$762.6K
2	Counterpoint Mutual Funds LLC new	Shares	+36.9K	+$337.6K	$337.6K
3	Merit Financial Group, LLC added	Shares	+14.1K	+$193.6K	$286.7K
4	Park Capital Management, LLC / WI new	Shares	+16.0K	+$146.1K	$146.1K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+5.2K	+$134.5K	$259.4K
6	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-5.0K	+$97.7K	$305.3K
7	WADDELL & ASSOCIATES, LLC new	Shares	+10.5K	+$96.2K	$96.2K
8	Skylands Capital, LLC trimmed	Shares	-32.7K	+$56.2K	$569.0K
9	IFP Advisors, Inc added	Shares	+3.9K	+$40.0K	$45.9K
10	BANQUE PICTET & CIE SA trimmed	Shares	-3.6K	+$25.1K	$109.0K
11	EverSource Wealth Advisors, LLC added	Shares	+1.6K	+$21.8K	$32.9K
12	Commonwealth Financial Services, LLC trimmed	Shares	-4.3K	+$16.8K	$97.6K
13	FIRST HORIZON CORP added	Shares	+158	+$10.9K	$24.6K
14	GAMMA Investing LLC added	Shares	+9	+$7.5K	$18.2K
15	Farther Finance Advisors, LLC trimmed	Shares	-501	+$5.3K	$20.1K
16	True Wealth Design, LLC added	Shares	+390	+$3.9K	$4.4K
17	Wealth Enhancement Trust Services, Inc. new	Shares	+376	+$3.4K	$3.4K
18	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$2.5K	$6.0K
19	LifeSteps Financial, Inc. new	Shares	+250	+$2.3K	$2.3K
20	West Branch Capital LLC unchanged	Shares	0	+$2.1K	$5.2K
21	SIGNATUREFD, LLC unchanged	Shares	0	+$1.8K	$4.3K
22	SJS Investment Consulting Inc. added	Shares	+80	+$1.3K	$2.1K
23	SBI Securities Co., Ltd. trimmed	Shares	-32	+$762	$2.3K
24	Golden State Wealth Management, LLC unchanged	Shares	0	+$437	$1.1K
25	Spire Wealth Management unchanged	Shares	0	+$437	$1.1K
26	Physician Wealth Advisors, Inc. new	Shares	+45	+$412	$412
27	Versant Capital Management, Inc trimmed	Shares	-496	+$389	$7.5K
28	Fortitude Family Office, LLC unchanged	Shares	0	+$341	$832
29	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$307	$750
30	Fruth Investment Management trimmed	Shares	-1.0K	+$39	$109
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+272	+$30	$70
32	Capital Advisors, Ltd. LLC new	Shares	+49	$0	$0
33	MassMutual Private Wealth & Trust, FSB exited	Shares	-178	-$961	$0
34	Xcel Wealth Management, LLC trimmed	Shares	-8.0K	-$4.0K	$96.2K
35	WEDGE CAPITAL MANAGEMENT L L P/NC exited	Shares	-98.2K	-$530.3K	$0
36	Y-Intercept (Hong Kong) Ltd exited	Shares	-153.0K	-$826.1K	$0