BJ · BJ's Wholesale Club Holdings, Inc. · Shareholders & Ownership

$102.13 -0.49 (-0.47%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.01B

126.31M

Volume · Oct 20 875.17K Avg daily vol (3M) 1.85M

Every disclosed holder of BJ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BJ

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	643	138,174,246	109.39%	Yes
Insiders (Forms 3, 4, 5)	20	833,462	0.66%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	12,693,016	-10.05%	Negative
Registered funds (N-PORT, not summed)	568	66,904,922	52.97%	No

Shares outstanding: 126,314,692, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BJ

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,468,509	9.87%	+55,755	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,369,904	3.46%	+37,692	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	640,697	0.51%	-24,933	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	530,015	0.42%	+29,535	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	287,505	0.23%	+31,412	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	198,491	0.16%	+37,868	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,798,026	7.76%	+2,473,075	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,773,825	7.74%	-2,398,369	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,554,018	1.23%	+791,642	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	986,514	0.78%	+239,100	Jul 31, 2026	Fidelity Securities Fund, not summed
2.4	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	899,843	0.71%	+269,758	Jul 31, 2026	Fidelity Devonshire Trust, not summed
2.5	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	856,399	0.68%	-158,400	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,479,369	7.50%	-1,774,812	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VICTORY CAPITAL MANAGEMENT INC 13G CIK 1040188 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,711,352	4.52%	-6,170,426	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	3,121,190	2.47%	-149,171	Jun 30, 2026	Victory Portfolios IV, not summed
3.3	Victory Pioneer Disciplined Growth Fund Fund S000089766 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	301,423	0.24%	-1,680	May 31, 2026	Victory Portfolios IV, not summed
3.4	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	160,920	0.13%	-1,339	May 31, 2026	Victory Portfolios IV, not summed
3.5	Victory Pioneer Global Equity Fund Fund S000089821 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	98,989	0.08%	-392	May 31, 2026	Victory Portfolios IV, not summed
4	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,350,367	6.61%	+1,229,956	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FRANKLIN RESOURCES INC 13G CIK 38777 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,350,367	6.61%	+3,586,435	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	2,735,411	2.17%	0	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
4.3	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	1,319,818	1.04%	+288,641	May 29, 2026	Putnam ETF Trust, not summed
4.4	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	698,200	0.55%	—	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
4.5	Franklin Equity Income Fund Fund S000006852 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	285,000	0.23%	0	Jul 31, 2026	Franklin Investors Securities Trust, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,936,760	4.70%	-153,923	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,787,291	4.58%	-105,331	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,198,701	4.12%	-276,954	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	676,633	0.54%	-132,900	Jun 30, 2026	ELFUN TRUSTS, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	646,357	0.51%	+7,140	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street U.S. Core Equity Fund Fund S000071466 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	247,819	0.20%	-52,105	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	195,917	0.16%	-5,232	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	55,682	0.04%	+22,213	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,054,489	3.21%	-112,102	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,374,396	2.67%	-129,077	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,282,291	2.60%	+436,827	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,217,653	2.55%	+74,280	Jun 30, 2026	carried, not yet filed for the newest quarter
12	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,974,555	2.35%	-571,154	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,926,340	2.32%	-90,643	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,709,266	2.14%	+513,644	Jun 30, 2026	carried, not yet filed for the newest quarter
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,691,435	2.13%	-89,173	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,616,277	2.07%	+2,146,045	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	141,477	0.11%	—	Jun 30, 2026	AQR Funds, not summed
16.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	56,498	0.04%	+48,443	Jun 30, 2026	AQR Funds, not summed
16.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,555	0.03%	—	Jun 30, 2026	AQR Funds, not summed
16.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,192	0.02%	—	Jun 30, 2026	AQR Funds, not summed
16.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,158	0.00%	—	Jun 30, 2026	AQR Funds, not summed
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,596,063	2.06%	-712,950	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	827,679	0.66%	-9,913	Jun 30, 2026	MFS SERIES TRUST XI, not summed
17.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	514,269	0.41%	+13,094	May 31, 2026	MFS SERIES TRUST I, not summed
17.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	459,546	0.36%	-29,272	Jun 30, 2026	MFS Series Trust V, not summed
17.4	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	392,385	0.31%	-96,508	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
17.5	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	30,826	0.02%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,369,361	1.88%	-1,062,948	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	166	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,140,737	1.69%	+226,176	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	323,495	0.26%	+257,285	Jul 31, 2026	Dimensional ETF Trust, not summed
19.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	310,776	0.25%	+86,570	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	277,944	0.22%	+4,905	Jul 31, 2026	Dimensional ETF Trust, not summed
19.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	239,975	0.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	191,460	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,059,727	1.63%	-609,325	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	20,214	0.02%	-448	Jul 31, 2026	BNY Mellon ETF Trust, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,855,108	1.47%	-66,135	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,709,852	1.35%	+1,125,601	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,668,287	1.32%	-70,343	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	1,546,549	1.22%	—	May 31, 2026	Growth Fund of America, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,505,980	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,464,878	1.16%	+4,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,442	1.10%	-317,144	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	262,664	0.21%	-57,910	Jul 31, 2026	Old Westbury Funds Inc, not summed
27.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	152,424	0.12%	-32,099	Jul 31, 2026	Old Westbury Funds Inc, not summed
27.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	18,979	0.02%	-3,303	Jul 31, 2026	Old Westbury Funds Inc, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,099	1.00%	+732,290	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	89,090	0.07%	—	May 31, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	29,236	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
28.3	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	10,907	0.01%	—	May 31, 2026	Goldman Sachs Trust, not summed
28.4	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	8,274	0.01%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
28.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,875	0.01%	+2,679	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,246,094	0.99%	-374,071	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,688	0.91%	+18,982	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	83,003	0.07%	+631	Jun 30, 2026	Northern Funds, not summed
30.2	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,484	0.01%	—	Jul 31, 2026	FlexShares Trust, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,634	0.00%	-832	Jul 31, 2026	FlexShares Trust, not summed
31	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,122,060	0.89%	+270,253	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,127	0.87%	-288,908	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	288,355	0.23%	-6,079	Jun 30, 2026	AB TRUST, not summed
32.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	86,943	0.07%	-27,937	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
32.3	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,874	0.00%	-826	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
32.4	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,186	0.00%	-320	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
32.5	AB Mid Cap Value Portfolio Fund S000084745 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	410	0.00%	0	Jun 30, 2026	AB CAP FUND, INC., not summed
33	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,074,290	0.85%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
34	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,066,972	0.84%	+996,360	Jun 30, 2026	carried, not yet filed for the newest quarter
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,033,283	0.82%	+147,398	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	988,158	0.78%	+298,758	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	500,000	0.40%	+175,000	Jun 30, 2026	FMI Funds Inc, not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	951,799	0.75%	+594	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	353,548	0.28%	-2,799	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	138,151	0.11%	+2,794	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	78,730	0.06%	+6,629	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	77,476	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	77,308	0.06%	+146	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	882,941	0.70%	-29,451	Jun 30, 2026	carried, not yet filed for the newest quarter
39	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	837,052	0.66%	+92,726	Jun 30, 2026	carried, not yet filed for the newest quarter
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	816,982	0.65%	-30,571	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	808,718	0.64%	-7,769	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	807,749	0.64%	-33,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	516,269	0.41%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
42.2	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	192,600	0.15%	-7,070	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
42.3	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	97,290	0.08%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
43	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	790,616	0.63%	+790,616	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	746,326	0.59%	-46,423	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	720,245	0.57%	+111,560	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	3,010	0.00%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
46	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	709,175	0.56%	-462,779	Jun 30, 2026	carried, not yet filed for the newest quarter
47	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,375	0.55%	-19,819	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	683,801	0.54%	-63,295	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	671,733	0.53%	-580,944	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	277,369	0.22%	+5,158	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
49.2	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	108,186	0.09%	-419	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
49.3	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	34,204	0.03%	+7,590	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
49.4	Invesco Dorsey Wright Consumer Staples Momentum ETF Fund S000013129 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	24,473	0.02%	-3,105	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	21,490	0.02%	+3,292	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	654,392	0.52%	+114,543	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1531152 CUSIP 05550J101 13F (30d) 84 filings 79 filers Visit website Investor relations