FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.810.76%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.4°C
UV0
Feels32.1°C
Humidity70%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time8:05 PM
13F QoQ Ownership Changes

BHM Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 6 new · 10 added · 23 reduced · 4 exited

New Positions(6)

ManagerSharesΔ SharesValueΔ Value% Δ
DEARBORN PARTNERS LLC14,053+14,053$210.8K+$210.8K
Ritter Daniher Financial Advisory LLC / DE14,000+14,000$149.4K+$149.4K
Kestra Advisory Services, LLC3,243+3,243$34.6K+$34.6K
Daytona Street Capital LLC768+768$8.2K+$8.2K
Inspire Investing, LLC20+20$215+$215
WELLS FARGO & COMPANY/MN1+1$9+$6

Added To(10)

ManagerSharesΔ SharesValueΔ Value% Δ
RBF Capital, LLC115,908+57,954$1.2M+$542.4K100.0%
BlackRock, Inc.52,049+342$555.4K-$64.1K0.7%
MILLENNIUM MANAGEMENT LLC78,142+11,523$833.8K+$35.7K17.3%
GEODE CAPITAL MANAGEMENT, LLC38,768+1,817$413.8K-$29.0K4.9%
MORGAN STANLEY5,461+87$58.3K-$6.1K1.6%
BARCLAYS PLC4,900+238$61.3K+$5.5K5.1%
Sunbelt Securities, Inc.4,315+17$46.0K-$5.4K0.4%
UBS Group AG5,649+224$60.3K-$4.7K4.1%
VISION FINANCIAL MARKETS LLC196+2$2.1K-$2321.0%
Cambridge Investment Research Advisors, Inc.119,790+8,592$1.3K-$547.7%

Reduced(23)

ManagerSharesΔ SharesValueΔ Value% Δ
Quinn Opportunity Partners LLC228,2820$2.4M-$299.0K0.0%
VANGUARD GROUP INC168,239-2,163$1.8M-$246.3K-1.3%
Arkadios Wealth Advisors113,095-581$1.2M-$155.1K-0.5%
TUDOR INVESTMENT CORP ET AL66,7610$712.3K-$87.5K0.0%
DIMENSIONAL FUND ADVISORS LP42,418-7$452.7K-$55.5K-0.0%
RENAISSANCE TECHNOLOGIES LLC14,900-1,300$159.0K-$35.1K-8.0%
Trium Capital LLP23,6570$252.4K-$31.0K0.0%
NORTHERN TRUST CORP18,918-111$201.9K-$26.1K-0.6%
STATE STREET CORP14,8820$160.7K-$19.5K0.0%
CSS LLC/IL12,2090$130.3K-$16.0K0.0%
NISA INVESTMENT ADVISORS, LLC525-602$5.7K-$8.0K-53.4%
BANK OF AMERICA CORP /DE/2,3880$25.5K-$3.1K0.0%
OSAIC HOLDINGS, INC.74-58$800-$820-43.9%
Tower Research Capital LLC (TRC)274-33$2.9K-$754-10.7%
Newbridge Financial Services Group, Inc.67-43$715-$603-39.1%
MAI Capital Management1790$1.9K-$2350.0%
Westside Investment Management, Inc.1250$1.3K-$1640.0%
JPMORGAN CHASE & CO17-7$177-$111-29.2%
Arax Advisory Partners710$758-$930.0%
Clearstead Advisors, LLC640$683-$840.0%
HIGHLINE WEALTH PARTNERS LLC620$662-$810.0%
BNP PARIBAS FINANCIAL MARKETS170$181-$230.0%
Covestor Ltd500$1$00.0%

Sold Out(4)

ManagerSharesΔ SharesValueΔ Value% Δ
NEW YORK STATE COMMON RETIREMENT FUND0-5,874$0-$120.6K
Advisory Services Network, LLC0-75$0-$899
PRINCIPAL SECURITIES, INC.0-12$0-$144
Royal Bank of Canada0-25$0$0