Public record / Tickers / BJ

BJ — BJ's Wholesale Club Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about BJ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
20
all PTR rows naming BJ
Members · 12m
1
2 buys · 8 sells · by trade date
Latest PTR
04-06
filed 2026-04-06
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

April McClain Delaney · $1.0K–$15.0K

Sale · traded 2026-03-05 → filed 2026-04-06. Ranked over every BJ row by the provable lower bound, never a point estimate.

1 member · 2 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

19 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 19 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BJ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BJ
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-06April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 03-05 +32d$1K–$15K
2026-04-06April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 03-04 +33d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 02-18 +20d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 02-13 +25d$1K–$15K
2026-03-10April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 02-09 +29d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in BJ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BJ in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-610−$118K to $22.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BJ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BJS WHSL CLUB HLDGS INC

Merged timeline of congressional filings and notable-manager moves on BJ
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−31,864 sh
2026-05-15Gotham Asset Management 13Ftrim−1 sh
2026-05-14Caxton Associates 13Fexit−24,324 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BJ for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VICTORY CAPITAL MANAGEMENT INC$1.1B1
3FMR LLC$721M1
4FRANKLIN RESOURCES INC$701M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$599M1
6VANGUARD CAPITAL MANAGEMENT LLC$580M1
7STATE STREET CORP$539M1
8MORGAN STANLEY$338M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$332M1
10WELLINGTON MANAGEMENT GROUP LLP$280M1
11Capital International Investors$216M1
12DIMENSIONAL FUND ADVISORS LP$188M1
13CITADEL ADVISORS LLC$168M1
14BANK OF AMERICA CORP /DE/$159M1
15ALLIANCEBERNSTEIN L.P.$125M1
16Invesco Ltd.$123M1
17NORTHERN TRUST CORP$111M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$93.6M1
19UBS Group AG$87.2M1
20Amundi$83.8M1
21RAYMOND JAMES FINANCIAL INC$83.4M1
22PRIMECAP MANAGEMENT CO/CA/$82.7M1
23VANGUARD FIDUCIARY TRUST CO$80.4M1
24ENVESTNET ASSET MANAGEMENT INC$78.0M1
25WELLS FARGO & COMPANY/MN$73.5M1
26FIL Ltd$64.2M1
27Rockefeller Capital Management L.P.$60.2M1
28WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$60.1M1
29AMERICAN CENTURY COMPANIES INC$59.9M1
30PRINCIPAL FINANCIAL GROUP INC$59.6M1
31NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.5M1
32D. E. Shaw & Co., Inc.$57.5M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$52.5M1
34Focus Partners Wealth$52.0M1
35Walleye Capital LLC$48.0M1
36AQR CAPITAL MANAGEMENT LLC$46.3M1
37Danica Pension, Livsforsikringsaktieselskab$44.2M1
38SEI INVESTMENTS CO$39.0M1
39Tidal Investments LLC$34.8M1
40MENORA MIVTACHIM HOLDINGS LTD.$33.9M1
41WESTWOOD HOLDINGS GROUP INC$32.0M1
42LAZARD ASSET MANAGEMENT LLC$31.5M1
43FRONTIER CAPITAL MANAGEMENT CO LLC$31.4M1
44ROYAL BANK OF CANADA$28.0M1
45Swiss National Bank$25.5M1
46ROYAL LONDON ASSET MANAGEMENT LTD$24.4M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.2M1
48Epoch Investment Partners, Inc.$23.9M1
49Freestone Grove Partners LP$23.2M1
50Nuveen, LLC$21.8M1
51Squarepoint Ops LLC$20.4M1
52Trexquant Investment LP$19.8M1
53Retirement Systems of Alabama$19.7M1
54BLAIR WILLIAM & CO/IL$18.5M1
55Walter Public Investments Inc.$17.8M1
56Legal & General Group Plc$17.5M1
57Curi Capital, LLC$17.5M1
58Foster Victor Wealth Advisors, LLC$16.5M1
59LPL Financial LLC$16.4M1
60CIBC WORLD MARKET INC.$15.9M1
61Baird Financial Group, Inc.$14.6M1
62STIFEL FINANCIAL CORP$14.6M1
63TD ASSET MANAGEMENT INC$14.5M1
64MANE GLOBAL CAPITAL MANAGEMENT LP$14.4M1
65Aberdeen Group plc$14.1M1
66ZACKS INVESTMENT MANAGEMENT$13.4M1
67MILLENNIUM MANAGEMENT LLC$13.4M1
68STATE OF WISCONSIN INVESTMENT BOARD$12.3M1
69TORONTO DOMINION BANK$12.1M1
70Universal- Beteiligungs- und Servicegesellschaft mbH$11.6M1
71BARCLAYS PLC$11.6M1
72VANGUARD ASSET MANAGEMENT, Ltd$11.4M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.8M1
74OSAIC HOLDINGS, INC.$10.0M1
75Quantinno Capital Management LP$9.4M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.3M1
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.0M1
78Verition Fund Management LLC$8.8M1
79ASSETMARK, INC$8.7M1
80FIFTH THIRD BANCORP$8.5M1
81CITIGROUP INC$8.3M1
82TRUIST FINANCIAL CORP$8.2M1
83AVITY INVESTMENT MANAGEMENT INC.$8.1M1
84TEACHER RETIREMENT SYSTEM OF TEXAS$8.0M1
85WORLDQUANT MILLENNIUM ADVISORS LLC$7.9M1
86PICTON MAHONEY ASSET MANAGEMENT$7.8M1
87Illinois Municipal Retirement Fund$7.6M1
88LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$7.5M1
89HENNESSY ADVISORS INC$7.3M1
90TWO SIGMA INVESTMENTS, LP$6.9M1
91MML INVESTORS SERVICES, LLC$6.9M1
92SummitTX Capital, L.P.$6.6M1
93Waverly Advisors, LLC$6.3M1
94Orion Porfolio Solutions, LLC$5.9M1
95Janus Henderson Group Ltd.$5.8M1
96Geneos Wealth Management Inc.$5.6M1
97BNP Paribas Asset Management Holding S.A.$5.5M1
98Vanguard Global Advisers, LLC$5.2M1
99Covea Finance$5.2M1
100THORNBURG INVESTMENT MANAGEMENT INC$5.2M1
101FIRST TRUST ADVISORS LP$5.2M1
102Cetera Investment Advisers$5.0M1
103KIRR MARBACH & CO LLC /IN/$5.0M1
104VISTA INVESTMENT PARTNERS LLC$5.0M1
105MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M1
106Cerity Partners LLC$4.8M1
107Hilton Capital Management, LLC$4.7M1
108Sanctuary Advisors, LLC$4.6M1
109Pathstone Holdings, LLC$4.5M1
110State of New Jersey Common Pension Fund D$4.4M1
111Ensign Peak Advisors, Inc$4.4M1
112Creative Planning$4.3M1
113AE Wealth Management LLC$4.2M1
114MARTIN & CO INC /TN/$4.1M1
115Vestmark Advisory Solutions, Inc.$4.0M1
116Darwins River Capital, LP$4.0M1
117TRILLIUM ASSET MANAGEMENT, LLC$3.9M1
118NewEdge Wealth, LLC$3.6M1
119Arizona State Retirement System$3.5M1
120&PARTNERS$3.5M1
121Bell Asset Management Ltd$3.4M1
122Aristotle Capital Boston, LLC$3.3M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$3.3M1
124FULLER & THALER ASSET MANAGEMENT, INC.$3.2M1
125Vanguard Investments Australia, Ltd.$3.2M1
126COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
127SIMON QUICK ADVISORS, LLC$3.2M1
128HEARTLAND ADVISORS INC$3.2M1
129STATE OF MICHIGAN RETIREMENT SYSTEM$3.1M1
130Steward Partners Investment Advisory, LLC$3.1M1
131Mariner, LLC$3.1M1
132Federation des caisses Desjardins du Quebec$2.9M1
133NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
134Bridgewater Associates, LP$2.8M1
135Atria Investments, Inc$2.8M1
136VISTA INVESTMENT PARTNERS II, LLC$2.8M1
137OPPENHEIMER ASSET MANAGEMENT INC.$2.7M1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
139CANADA PENSION PLAN INVESTMENT BOARD$2.6M1
140DIVERSIFY WEALTH MANAGEMENT, LLC$2.6M1
141DEUTSCHE BANK AG\$2.6M1
142Game Creek Capital, LP$2.6M1
143INTREPID CAPITAL MANAGEMENT INC$2.4M1
144Kestra Advisory Services, LLC$2.4M1
145Ameritas Investment Partners, Inc.$2.4M1
146CAPSTONE INVESTMENT ADVISORS, LLC$2.2M1
147INTECH INVESTMENT MANAGEMENT LLC$2.2M1
148Resona Asset Management Co.,Ltd.$2.1M1
149Summit Trail Advisors, LLC$2.1M1
150Pictet Asset Management Holding SA$2.1M1
151Graham Capital Management, L.P.$2.0M1
152JOHNSON INVESTMENT COUNSEL INC$2.0M1
153Vanguard Personalized Indexing Management, LLC$1.9M1
154Lighthouse Investment Partners, LLC$1.9M1
155OneDigital Investment Advisors LLC$1.9M1
156Future Fund LLC$1.9M1
157Man Group plc$1.8M1
158BEACON INVESTMENT ADVISORS LLC$1.8M1
159XPONANCE LLC$1.7M1
160O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M1
161Corient Private Wealth LLC$1.7M1
162Encore Global Management, LP$1.7M1
163PRUDENTIAL FINANCIAL INC$1.6M1
164NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.6M1
165US BANCORP \DE\$1.6M1
166HighTower Advisors, LLC$1.6M1
167VOYA INVESTMENT MANAGEMENT LLC$1.5M1
168BANK OF MONTREAL /CAN/$1.5M1
169Riverwater Partners LLC$1.5M1
170Mitsubishi UFJ Trust & Banking Corp$1.4M1
171OAK RIDGE INVESTMENTS LLC$1.4M1
172Belpointe Asset Management LLC$1.4M1
173Fortis Capital Advisors, LLC$1.4M1
174Bank Julius Baer & Co. Ltd, Zurich$1.3M1
175Bleakley Financial Group, LLC$1.3M1
176MERCER GLOBAL ADVISORS INC /ADV$1.3M1
177Patten Group, Inc.$1.3M1
178Connor, Clark & Lunn Investment Management Ltd.$1.3M1
179DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.2M1
180Envestnet Portfolio Solutions, Inc.$1.2M1
181Linden Thomas Advisory Services, LLC$1.2M1
182Hartford Funds Management Co LLC$1.2M1
183WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
184COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
185FEDERATED HERMES, INC.$1.1M1
186Financial Strategies Group, Inc.$1.0M1
187Knollwood Investment Advisory, LLC$1.0M1
188Elo Mutual Pension Insurance Co$1.0M1
189M&T BANK CORP$998K1
190SageGuard Financial Group, LLC$994K1
191ELEVATION POINT WEALTH PARTNERS, LLC$990K1
192Union Bancaire Privee, UBP SA$981K1
193EXCHANGE TRADED CONCEPTS, LLC$980K1
194CWM, LLC$975K1
195Polymer Capital Management (US) LLC$956K1
196HSBC HOLDINGS PLC$954K1
197Crossmark Global Holdings, Inc.$946K1
198SECURIAN ASSET MANAGEMENT, INC$945K1
199DIVERSIFIED MANAGEMENT INC$907K1
200Brooklyn Investment Group$889K1
201QRG CAPITAL MANAGEMENT, INC.$885K1
202FIRST CITIZENS BANK & TRUST CO$884K1
203JANE STREET GROUP, LLC$868K1
204VARCOV Co.$825K1
205Gibbs Wealth Management$816K1
206Swiss Life Asset Management Ltd$800K1
207Havemeyer Place LP$791K1
208DRW Securities, LLC$764K1
209Pitcairn Wealth Advisors LLC$726K1
210EntryPoint Capital, LLC$708K1
211RENAISSANCE GROUP LLC$706K1
212QUADRANT CAPITAL GROUP LLC$702K1
213Alliance Wealth Advisors, LLC /UT$701K1
214Brevan Howard Capital Management LP$684K1
215Utah Retirement Systems$680K1
216TD Waterhouse Canada Inc.$673K1
217Private Advisor Group, LLC$669K1
218Sequoia Financial Advisors, LLC$659K1
219COMMONWEALTH EQUITY SERVICES, LLC$655K1
220Portside Wealth Group, LLC$651K1
221FULTON BANK, N.A.$642K1
222ISLAY CAPITAL MANAGEMENT, LLC$637K1
223Tyche Wealth Partners LLC$636K1
224TECTONIC ADVISORS LLC$625K1
225Fisher Asset Management, LLC$624K1
226Maryland State Retirement & Pension System$607K1
227GATEWAY INVESTMENT ADVISERS LLC$601K1
228NORDEN GROUP LLC$590K1
229Merit Financial Group, LLC$589K1
230American Trust Investment Advisors, LLC$572K1
231Athena Wealth Management, LLC$568K1
232OPPENHEIMER & CO INC$535K1
233REGIONS FINANCIAL CORP$524K1
234ProShare Advisors LLC$517K1
235Cooper Financial Group$502K1
236Ridgewood Investments LLC$495K1
237KESTRA PRIVATE WEALTH SERVICES, LLC$490K1
238Colonial River Investments, LLC$484K1
239PEAK6 LLC$484K1
240Vise Technologies, Inc.$480K1
241Moors & Cabot, Inc.$472K1
242NewEdge Advisors, LLC$460K1
243BANK OF NOVA SCOTIA$458K1
244Kestra Investment Management, LLC$457K1
245WINTON GROUP Ltd$457K1
246HB Wealth Management, LLC$453K1
247Sendero Wealth Management, LLC$452K1
248Tower Research Capital LLC (TRC)$452K1
249INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$448K1
250Rafferty Asset Management, LLC$446K1
251NICOLET BANKSHARES INC$444K1
252DAYMARK WEALTH PARTNERS, LLC$437K1
253Legacy Wealth Asset Management, LLC$437K1
254Impact Capital Partners LLC$436K1
255LVW Advisors, LLC$434K1
256SHELTON CAPITAL MANAGEMENT$434K1
257NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$432K1
258Retirement Planning Co of New England, Inc.$430K1
259L2 Asset Management, LLC$428K1
260WEALTH ALLIANCE, LLC$420K1
261CIBC Asset Management Inc$416K1
262Gotham Asset Management, LLC$406K1
263FORA Capital, LLC$405K1
264Vident Advisory, LLC$403K1
265ONTARIO TEACHERS PENSION PLAN BOARD$396K1
266OLD NATIONAL BANCORP /IN/$390K1
267DAVENPORT & Co LLC$379K1
268PRINCIPAL SECURITIES, INC.$377K1
269North Dakota State Investment Board$376K1
270BCS Private Wealth Management, Inc.$376K1
271COMMERCE BANK$370K1
272Stratos Wealth Partners, LTD.$362K1
273SHEETS SMITH WEALTH MANAGEMENT$358K1
274Northwest & Ethical Investments L.P.$349K1
275Ausdal Financial Partners, Inc.$344K1
276Wedmont Private Capital$323K1
277EVERGREEN CAPITAL MANAGEMENT LLC$323K1
278Wealthfront Advisers LLC$323K1
279SAGESPRING WEALTH PARTNERS, LLC$322K1
280Blue Trust, Inc.$320K1
281BENJAMIN EDWARDS INC$313K1
282AlphaCore Capital LLC$300K1
283MGO ONE SEVEN LLC$298K1
284Meiji Yasuda Asset Management Co Ltd.$297K1
285Calamos Advisors LLC$296K1
286Calamos Wealth Management LLC$296K1
287PANAGORA ASSET MANAGEMENT INC$295K1
288NATIONAL BANK OF CANADA /FI/$285K1
289UNITED CAPITAL FINANCIAL ADVISORS, LLC$284K1
290Ascentis Independent Advisors$282K1
291Balefire, LLC$280K1
292Engineers Gate Manager LP$275K1
293BXM Wealth LLC$271K1
294Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$268K1
295SIGNATUREFD, LLC$266K1
296Carrera Capital Advisors$258K1
297Concurrent Investment Advisors, LLC$246K1
298Thrive Wealth Management, LLC$244K1
299Heritage Family Offices, LLP$240K1
300Equitable Holdings, Inc.$238K1
301Institute for Wealth Management, LLC.$238K1
302MORRIS FINANCIAL CONCEPTS, INC.$235K1
303FIDUCIARY TRUST CO$234K1
304PROFUND ADVISORS LLC$234K1
305Apollon Wealth Management, LLC$229K1
306BINGHAM PRIVATE WEALTH, LLC$224K1
307EVERPAR ADVISORS LLC$221K1
308SAGE RHINO CAPITAL LLC$219K1
309BROWN ADVISORY INC$217K1
310Sowell Financial Services LLC$214K1
311MOODY ALDRICH PARTNERS LLC$213K1
312TruNorth Capital Management, LLC$212K1
313Snowden Capital Advisors LLC$212K1
314Goldstein Advisors, LLC$211K1
315CATALYST FINANCIAL PARTNERS LLC$211K1
316Ballentine Partners, LLC$210K1
317GUGGENHEIM CAPITAL LLC$203K1
318Opal Wealth Advisors, LLC$172K1
319MAI Capital Management$171K1
320WESTPAC BANKING CORP$161K1
321Daiwa Securities Group Inc.$157K1
322MATHER GROUP, LLC.$150K1
323Allworth Financial LP$148K1
324Eurizon Capital SGR S.p.A.$138K1
325Pinnacle Wealth Planning Services, Inc.$133K1
326UMB Bank, n.a.$133K1
327NOMURA ASSET MANAGEMENT CO LTD$129K1
328Truvestments Capital LLC$117K1
329Elevated Capital Advisors, LLC$103K1
330Smartleaf Asset Management LLC$97.9K1
331State of Wyoming$96.4K1
332GROUP ONE TRADING LLC$88.1K1
333Walleye Trading LLC$84.4K1
334Arax Advisory Partners$83.6K1
335B. Riley Wealth Advisors, Inc.$82.1K1
336HHM Wealth Advisors, LLC$73.8K1
337HM PAYSON & CO$62.3K1
338SJS Investment Consulting Inc.$41.6K1
339Wilmington Savings Fund Society, FSB$39.5K1
340Keating Financial Advisory Services, Inc.$39.0K1
341OLD SECOND NATIONAL BANK OF AURORA$36.9K1
342VEGA INVESTMENT SOLUTIONS$35.2K1
343REAP Financial Group, LLC$35.1K1
344BARTLETT & CO. WEALTH MANAGEMENT LLC$29.1K1
345Asset Dedication, LLC$28.8K1
346Atlantic Edge Private Wealth Management, LLC$28.5K1
347NorthAvenue LLC$27.6K1
348Kemnay Advisory Services Inc.$26.3K1
349Spire Wealth Management$25.5K1
350JONES FINANCIAL COMPANIES LLLP$25.2K1
351Grove Bank & Trust$24.6K1
352Mitsubishi UFJ Asset Management Co., Ltd.$24.5K1
353Parkside Financial Bank & Trust$23.9K1
354Transamerica Financial Advisors, LLC$22.2K1
355Raleigh Capital Management Inc.$21.6K1
356Financial Network Wealth Advisors LLC$21.2K1
357Larson Financial Group LLC$20.4K1
358Physician Wealth Advisors, Inc.$18.2K1
359ELEVATION WEALTH PARTNERS, LLC$18.1K1
360Leonteq Securities AG$17.8K1
361Clearstead Trust, LLC$16.9K1
362ENTRUST FINANCIAL LLC$14.6K1
363CVA Family Office, LLC$14.4K1
364AMICA MUTUAL INSURANCE CO$13.7K1
365Bell Investment Advisors, Inc$13.0K1
366Murphy & Mullick Capital Management Corp$12.3K1
367Decker Retirement Planning Inc.$12.2K1
368True Wealth Design, LLC$10.8K1
369CHILTON CAPITAL MANAGEMENT LLC$10.5K1
370Frazier Financial Advisors, LLC$10.4K1
371C WorldWide Group Holding A/S$10.2K1
372GHP Investment Advisors, Inc.$10.1K1
373NFSG Corp$9.8K1
374NATIXIS ADVISORS, LLC$9.8K1
375JFS WEALTH ADVISORS, LLC$8.2K1
376Owl Creek Wealth Partners LLC$7.9K1
377Aquatic Capital Management LLC$7.8K1
378CANADA LIFE ASSURANCE Co$7.5K1
379Private Wealth Management Group, LLC$7.5K1
380Avalon Trust Co$7.3K1
381Glen Eagle Advisors, LLC$7.3K1
382Tradewinds Capital Management, LLC$7.1K1
383Itau Unibanco Holding S.A.$6.5K1
384BEACON INVESTMENT ADVISORY SERVICES, INC.$6.5K1
385ALGERT GLOBAL LLC$6.4K1
386Annis Gardner Whiting Capital Advisors, LLC$6.3K1
387HighMark Wealth Management LLC$6.2K1
388DAGCO, INC.$6.1K1
389Manchester Capital Management LLC$6.0K1
390Valued Wealth Advisors LLC$5.7K1
391ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$5.7K1
392KERR FINANCIAL PLANNING Corp$5.7K1
393Treasurer of the State of North Carolina$5.5K1
394CENTRAL TRUST Co$5.1K1
395Kingdom Financial Group LLC.$4.8K1
396South Dakota Investment Council$4.3K1
397THRIVENT FINANCIAL FOR LUTHERANS$4.1K1
398Clearstead Advisors, LLC$3.9K1
399WOLFF WIESE MAGANA LLC$3.9K1
400SHP Wealth Management$3.9K1
401Tower View Wealth Management LLC$3.2K1
402MV CAPITAL MANAGEMENT, INC.$3.1K1
403Rialto Wealth Management, LLC$3.1K1
404Quarry LP$3.0K1
405Retirement Wealth Solutions LLC$2.8K1
406TEALWOOD ASSET MANAGEMENT INC$2.7K1
407TD Capital Management LLC$2.7K1
408Johnson Financial Group, Inc.$2.5K1
409Marquette Asset Management, LLC$2.4K1
410Cromwell Holdings LLC$2.4K1
411State of Alaska, Department of Revenue$2.3K1
412HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.3K1
413Signature Equity Partners, LLC$2.1K1
414ALBION FINANCIAL GROUP /UT$2.0K1
415DiNuzzo Private Wealth, Inc.$2.0K1
416HRT FINANCIAL LP$1.9K1
417BROWN, LISLE/CUMMINGS, INC.$1.8K1
418Salomon & Ludwin, LLC$1.8K1
419EFG International AG$1.7K1
420Cassaday & Co Wealth Management LLC$1.5K1
421Kilter Group LLC$1.3K1
422Intentional Wealth Strategies, LLC$1.2K1
423SouthState Bank Corp$1.1K1
424Addison Advisors LLC$1.1K1
425Legacy Wealth Managment, LLC/ID$1.1K1
426JPL Wealth Management, LLC$9851
427WealthCollab, LLC$9851
428PARK AVENUE SECURITIES LLC$8811
429Abound Wealth Management$7881
430Vermillion Wealth Management, Inc.$6891
431HFM Investment Advisors, LLC$5911
432FINANCIAL CONSULATE, INC$4931
433American Capital Advisory, LLC$4931
434KBC Group NV$3891
435Prestige Wealth Management Group LLC$2961
436NBT BANK, N.A.$1971
437Beaird Harris Wealth Management, LLC$1971
4383 FACTOR INDEXING, LLC$1971
439Bollard Group LLC$1401
440ACADIAN ASSET MANAGEMENT LLC$1131
441Quaker Wealth Management, LLC$991
442TFC Financial Management, Inc.$991
443Seneschal Advisors, LLC$991
444Activest Wealth Management$581
445Avion Wealth$21
446Capital Advisors, Ltd. LLC$01
447VANGUARD GROUP INC$01
448WRIGHT INVESTORS SERVICE INC$01
449GLENMEDE TRUST CO NA$01
450HARBOUR INVESTMENTS, INC.$01
451Brandywine Global Investment Management, LLC$01
452CENTAURUS FINANCIAL, INC.$01
453COMERICA BANK$01
454MAVERICK CAPITAL LTD$01
455RENAISSANCE TECHNOLOGIES LLC$01
456CIBC WORLD MARKETS CORP$01
457EASTERN BANK$01
458ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
459ADAGE CAPITAL PARTNERS GP, L.L.C.$01
460NATIXIS$01
461CIBC Private Wealth Group LLC$01
462TimesSquare Capital Management, LLC$01
463BOK Financial Private Wealth, Inc.$01
464Magnetar Financial LLC$01
465GSA CAPITAL PARTNERS LLP$01
466NORGES BANK$01
467Boston Partners$01
468PRELUDE CAPITAL MANAGEMENT, LLC$01
469Southeast Asset Advisors, LLC$01
470IMC-Chicago, LLC$01
471SIMPLEX TRADING, LLC$01
472Virtu Financial LLC$01
473Artemis Investment Management LLP$01
474Dynamic Technology Lab Private Ltd$01
475Twin Tree Management, LP$01
476Alphadyne Asset Management LP$01
477Vestcor Inc$01
478VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
479Mirae Asset Global Investments Co., Ltd.$01
480Select Equity Group, L.P.$01
481Versor Investments LP$01
482Inspire Investing, LLC$01
483Wealthcare Advisory Partners LLC$01
484Centiva Capital, LP$01
485Prana Capital Management, LP$01
486DV Trading LLC$01
487Kovack Advisors, Inc.$01
488Qube Research & Technologies Ltd$01
489Crewe Advisors LLC$01
490Luken Investment Analytics, LLC$01
491ExodusPoint Capital Management, LP$01
492CreativeOne Wealth, LLC$01
493AIGEN INVESTMENT MANAGEMENT, LP$01
494Global Retirement Partners, LLC$01
495Oak Thistle LLC$01
496Cynosure Group, LLC$01
497Advisor OS, LLC$01
498Yarbrough Capital, LLC$01
499Y-Intercept (Hong Kong) Ltd$01
500NICOLET ADVISORY SERVICES, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 8 sell
Congress net ($ bound)−$118K to $22.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BJ

RETAINED WINDOW · ACTIVE HITS

Zero hits on BJ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BJ · financials and macro

Financials — as filed PLANNED

BJ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BJ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing