Management Consulting Services - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-28 13F-HR GIB / CGI Kepler Cheuvreux (Suisse) SA 78,358 22,616 -71.14
2026-04-28 13F-HR GIB / CGI Golden State Wealth Management, LLC 20 20 0.00
2026-04-28 13F-HR GIB / CGI Encompass More Asset Management 0 12,600
2026-04-28 13F-HR FCN / FTI Consulting Handelsbanken Fonder AB 8,823 8,823 0.00
2026-04-28 13F-HR ICFI / ICF International SBI Securities Co., Ltd. 1 1 0.00
2026-04-28 13F-HR FCN / FTI Consulting SBI Securities Co., Ltd. 3 3 0.00
2026-04-28 13F-HR EXPO / Exponent SBI Securities Co., Ltd. 18 18 0.00
2026-04-28 13F-HR EXPO / Exponent Quent Capital, LLC 21 52 147.62
2026-04-28 13F-HR RVYL / Ryvyl SBI Securities Co., Ltd. 2 0 -100.00
2026-04-28 13F-HR HCKT / Hackett Group Harbor Capital Advisors, Inc. 69,096 70,085 1.43
2026-04-28 13F-HR GIB / CGI Walter Public Investments Inc. 115,959 0 -100.00
2026-04-28 13F-HR EXPO / Exponent Harbor Capital Advisors, Inc. 90 46,690 51,777.78
2026-04-28 13F-HR ICFI / ICF International Handelsbanken Fonder AB 7,202 7,202 0.00
2026-04-28 13F-HR RMR / RMR Group Flagship Harbor Advisors, Llc 3 0 -100.00
2026-04-28 13F-HR HCKT / Hackett Group SBI Securities Co., Ltd. 7 46 557.14
2026-04-28 13F-HR ICFI / ICF International Walter Public Investments Inc. 160,456 105,889 -34.01
2026-04-28 13F-HR GIB / CGI Montrusco Bolton Investments Inc. 518,394 523,255 0.94
2026-04-28 13F-HR RMR / RMR Group Golden State Wealth Management, LLC 8 8 0.00
2026-04-28 13F-HR ICFI / ICF International Harbor Capital Advisors, Inc. 52 128 146.15
2026-04-28 13F-HR GIB / CGI SBI Securities Co., Ltd. 10 10 0.00
2026-04-28 13F-HR GIBA N / CGI Flagship Harbor Advisors, Llc 1,320 0 -100.00
2026-04-28 13F-HR RMR / RMR Group Harbor Capital Advisors, Inc. 13,337 14,545 9.06
2026-04-28 13F-HR RMR / RMR Group SBI Securities Co., Ltd. 1,146 599 -47.73
2026-04-28 13F-HR MHH / Mastech Digital SBI Securities Co., Ltd. 85 85 0.00
2026-04-28 13F-HR EXPO / Exponent Handelsbanken Fonder AB 12,900 16,400 27.13
2026-04-28 13F-HR FCN / FTI Consulting Quent Capital, LLC 206 183 -11.17
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Golden State Wealth Management, LLC 242 244 0.83
2026-04-28 13F-HR HURN / Huron Consulting Group Handelsbanken Fonder AB 6,400 8,100 26.56
2026-04-28 13F-HR G / Genpact Everence Capital Management Inc 0 6,989
2026-04-28 13F-HR HURN / Huron Consulting Group Harbor Capital Advisors, Inc. 5,351 7,642 42.81
2026-04-28 13F-HR G / Genpact Handelsbanken Fonder AB 58,400 58,400 0.00
2026-04-28 13F-HR MEG / Montrose Environmental Group SBI Securities Co., Ltd. 1 201 20,000.00
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Winthrop Capital Management, LLC 12 12 0.00
2026-04-28 13F-HR ASTH / Astrana Health SBI Securities Co., Ltd. 18 18 0.00
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Belpointe Asset Management LLC 3,868 3,945 1.99
2026-04-28 13F-HR ACCS / ACCESS Newswire SBI Securities Co., Ltd. 20 20 0.00
2026-04-28 13F-HR CISO / CISO Global ORG Wealth Partners, LLC 4,546 4,546 0.00
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Stratos Wealth Partners, LTD. 20,969 5,600 -73.29
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Nbt Bank N A /ny 0 19
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding PFA Pension, Forsikringsaktieselskab 33,148
2026-04-28 13F-HR G / Genpact Quent Capital, LLC 947 602 -36.43
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding SBI Securities Co., Ltd. 517 540 4.45
2026-04-28 13F-HR III / Information Services Group Harbor Capital Advisors, Inc. 578 13,942 2,312.11
2026-04-28 SCHEDULE 13D/A BRLIW / Brilliant Acquisition Menachem Shalom 14,859,080
2026-04-28 13F-HR HURN / Huron Consulting Group Belpointe Asset Management LLC 2,671 2,651 -0.75
2026-04-28 13F-HR HURN / Huron Consulting Group SBI Securities Co., Ltd. 244 171 -29.92
2026-04-28 13F-HR ASTH / Astrana Health Flagship Harbor Advisors, Llc 3 0 -100.00
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Harbor Capital Advisors, Inc. 7,099 7,203 1.46
2026-04-28 13F-HR CISO / CISO Global SBI Securities Co., Ltd. 1,200 1,227 2.25
2026-04-28 13F-HR III / Information Services Group SBI Securities Co., Ltd. 152 154 1.32
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Sage Rhino Capital Llc 20,958 25,309 20.76
2026-04-28 13F-HR ASTH / Astrana Health Handelsbanken Fonder AB 8,200 8,200 0.00
2026-04-28 13F-HR MEG / Montrose Environmental Group Harbor Capital Advisors, Inc. 33,311 38,240 14.80
2026-04-28 13F-HR ASTH / Astrana Health Harbor Capital Advisors, Inc. 237 317 33.76
2026-04-28 13F-HR BAH / Booz Allen Hamilton Holding Quent Capital, LLC 542 246 -54.61
2026-04-28 13F-HR G / Genpact Edmp, Inc. 22,846
2026-04-27 13F-HR HURN / Huron Consulting Group New York State Teachers Retirement System 1,595 1,595 0.00
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Greenleaf Trust 2,679 0 -100.00
2026-04-27 13F-HR HURN / Huron Consulting Group Fideuram - Intesa Sanpaolo Private Banking S.p.a. 3,102 0 -100.00
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Mount Yale Investment Advisors, LLC 7,765 6,182 -20.39
2026-04-27 13F-HR III / Information Services Group Td Private Client Wealth Llc 66
2026-04-27 13F-HR G / Genpact HB Wealth Management, LLC 11,768 14,303 21.54
2026-04-27 13F-HR III / Information Services Group GDS Wealth Management 144,513 130,000 -10.04
2026-04-27 13F-HR HURN / Huron Consulting Group Truist Financial Corp 6,485 6,768 4.36
2026-04-27 13F-HR G / Genpact Ethic Inc. 15,413 10,736 -30.34
2026-04-27 13F-HR MEG / Montrose Environmental Group Y-Intercept (Hong Kong) Ltd 36,079 0 -100.00
2026-04-27 13F-HR G / Genpact Pensionmark Financial Group, Llc 9,563 10,443 9.20
2026-04-27 13F-HR CTM / Castellum Revisor Wealth Management LLC 12,922 0 -100.00
2026-04-27 13F-HR CTM / Castellum Capital Advisors Inc/ok 22,000
2026-04-27 13F-HR HURN / Huron Consulting Group Moran Wealth Management, LLC 5,154 6,457 25.28
2026-04-27 13F-HR G / Genpact Counterpoint Mutual Funds LLC 0 113,021
2026-04-27 13F-HR HURN / Huron Consulting Group Y-Intercept (Hong Kong) Ltd 0 9,911
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding New England Capital Financial Advisors LLC 104 104 0.00
2026-04-27 13F-HR G / Genpact Td Private Client Wealth Llc 5,767 5,475 -5.06
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Pensionmark Financial Group, Llc 3,322 3,139 -5.51
2026-04-27 13F-HR MEG / Montrose Environmental Group Truist Financial Corp 803,926 795,313 -1.07
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Truist Financial Corp 211,791 18,401 -91.31
2026-04-27 13F-HR G / Genpact Fideuram - Intesa Sanpaolo Private Banking S.p.a. 67,801
2026-04-27 13F-HR HURN / Huron Consulting Group Ethic Inc. 1,196 0 -100.00
2026-04-27 13F-HR MEG / Montrose Environmental Group Leonteq Securities AG 860 860 0.00
2026-04-27 13F-HR ASTH / Astrana Health Truist Financial Corp 10,000 10,000 0.00
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding New York State Teachers Retirement System 61,515 74,420 20.98
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Qrg Capital Management, Inc. 3,234 2,930 -9.40
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding HB Wealth Management, LLC 6,188 5,614 -9.28
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Hendershot Investments Inc. 1,400 1,400 0.00
2026-04-27 13F-HR G / Genpact V-Square Quantitative Management LLC 637 0 -100.00
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Fjarde Ap-fonden /fourth Swedish National Pension Fund 31,264 664 -97.88
2026-04-27 13F-HR G / Genpact Y-Intercept (Hong Kong) Ltd 0 55,659
2026-04-27 13F-HR G / Genpact Greenleaf Trust 5,577 0 -100.00
2026-04-27 13F-HR ASTH / Astrana Health New York State Teachers Retirement System 43,701 42,259 -3.30
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Leonteq Securities AG 20,748 12,636 -39.10
2026-04-27 13F-HR HURN / Huron Consulting Group Sound Income Strategies, LLC 1
2026-04-27 13F-HR G / Genpact Truist Financial Corp 47,928 49,899 4.11
2026-04-27 13F-HR G / Genpact New York State Teachers Retirement System 161,415 155,693 -3.54
2026-04-27 13F-HR BAH / Booz Allen Hamilton Holding Td Private Client Wealth Llc 64 114 78.12
2026-04-27 13F-HR G / Genpact Qrg Capital Management, Inc. 45,193 42,344 -6.30
2026-04-27 13F-HR HCKT / Hackett Group Td Private Client Wealth Llc 20
2026-04-27 13F-HR EXPO / Exponent Truist Financial Corp 35,989 29,928 -16.84
2026-04-27 13F-HR ICFI / ICF International New York State Teachers Retirement System 1,642 0 -100.00
2026-04-27 13F-HR GIB / CGI Board of the Pension Protection Fund 19,200
2026-04-27 13F-HR EXPO / Exponent Mount Yale Investment Advisors, LLC 3,368 4,564 35.51
2026-04-27 13F-HR RMR / RMR Group Tsfg, Llc 75 75 0.00
2026-04-27 13F-HR EXPO / Exponent New York State Teachers Retirement System 39,972 38,392 -3.95
2026-04-27 13F-HR GIB / CGI Leonteq Securities AG 1,095 975 -10.96
2026-04-27 13F-HR GIB / CGI Qrg Capital Management, Inc. 4,408 0 -100.00
2026-04-27 13F-HR EXPO / Exponent Td Private Client Wealth Llc 7,248 9,501 31.08
2026-04-27 13F-HR EXPO / Exponent Meramec Financial Planners, LLC 54 77 42.59
2026-04-27 13F-HR FCN / FTI Consulting Exencial Wealth Advisors, Llc 11,472 11,349 -1.07
2026-04-27 13F-HR RMR / RMR Group New York State Teachers Retirement System 1,410 1,410 0.00
2026-04-27 13F-HR HCKT / Hackett Group Y-Intercept (Hong Kong) Ltd 61,324 0 -100.00
2026-04-27 13F-HR RMR / RMR Group Boyd Watterson Asset Management Llc/oh 6 6 0.00
2026-04-27 13F-HR EXPO / Exponent Y-Intercept (Hong Kong) Ltd 30,171 25,878 -14.23
2026-04-27 13F-HR BWMN / Bowman Consulting Group New York State Teachers Retirement System 1,284 1,284 0.00
2026-04-27 13F-HR EXPO / Exponent Leonteq Securities AG 62 92 48.39
2026-04-27 13F-HR GIB / CGI Asahi Life Asset Management Co., Ltd. 2,411 0 -100.00
2026-04-27 13F-HR FCN / FTI Consulting Leonteq Securities AG 2 2 0.00
2026-04-27 13F-HR ICFI / ICF International Y-Intercept (Hong Kong) Ltd 0 38,159
2026-04-27 13F-HR FCN / FTI Consulting Quantum Private Wealth, LLC 3,461 1,340 -61.28
2026-04-27 13F-HR RMR / RMR Group Sound Income Strategies, LLC 4 4 0.00
2026-04-27 13F-HR FCN / FTI Consulting Ethic Inc. 1,938 3,883 100.36
2026-04-27 13F-HR FCN / FTI Consulting Y-Intercept (Hong Kong) Ltd 25,294 0 -100.00
2026-04-27 13F-HR RMR / RMR Group Albion Financial Group /ut 4 4 0.00
2026-04-27 13F-HR FCN / FTI Consulting New York State Teachers Retirement System 36,094 35,105 -2.74
2026-04-27 13F-HR GIB / CGI Td Private Client Wealth Llc 9 12 33.33
2026-04-27 13F-HR FCN / FTI Consulting Pensionmark Financial Group, Llc 3,084 2,774 -10.05
2026-04-27 13F-HR RVYL / Ryvyl Allied Investment Advisors, LLC 14,684 0 -100.00
2026-04-27 SCHEDULE 13G/A BWMN / Bowman Consulting Group BlackRock, Inc. 1,499,327 966,641 -35.53
2026-04-27 13F-HR GIB / CGI Ethic Inc. 9,804 9,665 -1.42
2026-04-24 13F-HR FCN / FTI Consulting UMA Financial Services, Inc. 8
2026-04-24 13F-HR EXPO / Exponent Retirement Systems of Alabama 89,473 90,759 1.44
2026-04-24 13F-HR FCN / FTI Consulting Petros Family Wealth, LLC 1,635 1,727 5.63
2026-04-24 13F-HR NUKK / Nukkleus UMA Financial Services, Inc. 34 0 -100.00
2026-04-24 13F-HR GIB / CGI Medallion Wealth Advisors, LLC 306 306 0.00
2026-04-24 13F-HR FCN / FTI Consulting James Investment Research Inc 7,203 7,212 0.12
2026-04-24 13F-HR GIB.A / CGI USS Investment Management Ltd 35,823 35,823 0.00
2026-04-24 13F-HR MHH / Mastech Digital James Investment Research Inc 12,126 12,126 0.00
2026-04-24 13F-HR FCN / FTI Consulting Root Financial Partners, LLC 95 147 54.74
2026-04-24 13F-HR GIB / CGI Key FInancial Inc 50 50 0.00
2026-04-24 13F-HR ICFI / ICF International Abacus Wealth Partners, LLC 2,676 0 -100.00
2026-04-24 13F-HR FCN / FTI Consulting Strs Ohio 721 720 -0.14
2026-04-24 13F-HR FCN / FTI Consulting Marathon Asset Mgmt Ltd 51,731 58,706 13.48
2026-04-24 13F-HR GIB / CGI Yousif Capital Management, Llc 2,541 0 -100.00
2026-04-24 13F-HR GIB / CGI Medallion Wealth Advisors, LLC 306 306 0.00
2026-04-24 13F-HR FCN / FTI Consulting ProShare Advisors LLC 1,214 1,215 0.08
2026-04-24 13F-HR ICFI / ICF International ProShare Advisors LLC 3,357 0 -100.00
2026-04-24 13F-HR EXPO / Exponent Conestoga Capital Advisors, LLC 2,392,499 1,906,505 -20.31
2026-04-24 13F-HR EXPO / Exponent Root Financial Partners, LLC 134 330 146.27
2026-04-24 13F-HR EXPO / Exponent BetterWealth, LLC 4,666 4,666 0.00
2026-04-24 13F-HR BWMN / Bowman Consulting Group Strs Ohio 16,900 18,100 7.10
2026-04-24 13F-HR RMR / RMR Group Vision Financial Markets Llc 2 2 0.00
2026-04-24 13F-HR ICFI / ICF International Root Financial Partners, LLC 10 21 110.00
2026-04-24 13F-HR BWMN / Bowman Consulting Group Root Financial Partners, LLC 25
2026-04-24 13F-HR EXPO / Exponent ProShare Advisors LLC 92,167 95,474 3.59
2026-04-24 13F-HR FCN / FTI Consulting Yousif Capital Management, Llc 9,685 9,189 -5.12
2026-04-24 13F-HR RMR / RMR Group Root Financial Partners, LLC 40
2026-04-24 13F-HR GIB.A / CGI Root Financial Partners, LLC 3
2026-04-24 13F-HR DRGN / Themes Etf Trust - China Generative Artificial Intelligence Etf UMA Financial Services, Inc. 262 262 0.00
2026-04-24 13F-HR BWMN / Bowman Consulting Group Conestoga Capital Advisors, LLC 57,295 66,530 16.12
2026-04-24 13F-HR FCN / FTI Consulting Retirement Systems of Alabama 55,323 56,104 1.41
2026-04-24 13F-HR EXPO / Exponent Mitchell & Pahl Private Wealth, Llc 8,554 9,147 6.93
2026-04-24 13F-HR EXPO / Exponent UMA Financial Services, Inc. 35 47 34.29
2026-04-24 13F-HR GIB / CGI Medallion Wealth Advisors, LLC 306
2026-04-24 13F-HR GIB.A / CGI UMA Financial Services, Inc. 18 14 -22.22
2026-04-24 13F-HR FCN / FTI Consulting Oakworth Capital, Inc. 2,258 2,258 0.00
2026-04-24 13F-HR GIB / CGI United Community Bank 232
2026-04-24 13F-HR EXPO / Exponent Strs Ohio 2,000 900 -55.00
2026-04-24 13F-HR RMR / RMR Group Strs Ohio 3,000 3,000 0.00
2026-04-24 13F-HR EXPO / Exponent Yousif Capital Management, Llc 15,625 14,713 -5.84
2026-04-24 13F-HR FCN / FTI Consulting TT International Asset Management LTD 1,574 6,571 317.47
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Medallion Wealth Advisors, LLC 100 100 0.00
2026-04-24 13F-HR MEG / Montrose Environmental Group Conestoga Capital Advisors, LLC 71,475 83,515 16.85
2026-04-24 13F-HR ASTH / Astrana Health Yousif Capital Management, Llc 10,806 10,493 -2.90
2026-04-24 13F-HR HURN / Huron Consulting Group ProShare Advisors LLC 3,117 2,472 -20.69
2026-04-24 13F-HR III / Information Services Group Root Financial Partners, LLC 39
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Medallion Wealth Advisors, LLC 100 100 0.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Profund Advisors Llc 2,463 0 -100.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Fulton Bank, N.a. 2,839 2,944 3.70
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Medallion Wealth Advisors, LLC 100 100 0.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Sumitomo Mitsui DS Asset Management Company, Ltd 10,826 0 -100.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Medallion Wealth Advisors, LLC 75 75 0.00
2026-04-24 13F-HR MEG / Montrose Environmental Group Root Financial Partners, LLC 3 3 0.00
2026-04-24 13F-HR G / Genpact Pzena Investment Management Llc 732,142 732,054 -0.01
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Raiffeisen Bank International AG 100 100 0.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Medallion Wealth Advisors, LLC 100 75 -25.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Root Financial Partners, LLC 35 227 548.57
2026-04-24 13F-HR G / Genpact Essex Financial Services, Inc. 5,665
2026-04-24 13F-HR G / Genpact Root Financial Partners, LLC 500 2,078 315.60
2026-04-24 13F-HR III / Information Services Group Strs Ohio 92,900 92,900 0.00
2026-04-24 13F-HR G / Genpact Strs Ohio 3,855 3,795 -1.56
2026-04-24 13F-HR HURN / Huron Consulting Group Keybank National Association/oh 3,589 3,789 5.57
2026-04-24 13F-HR HURN / Huron Consulting Group Ninety One UK Ltd 59,689 75,543 26.56
2026-04-24 13F-HR G / Genpact Yousif Capital Management, Llc 52,006 49,020 -5.74
2026-04-24 13F-HR ASTH / Astrana Health Strs Ohio 1,600 500 -68.75
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Key FInancial Inc 6 6 0.00
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Yousif Capital Management, Llc 33,735 31,704 -6.02
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding KPP Advisory Services LLC 5,065 4,832 -4.60
2026-04-24 13F-HR HURN / Huron Consulting Group Strs Ohio 200 0 -100.00
2026-04-24 13F-HR G / Genpact Retirement Systems of Alabama 287,818 289,588 0.61
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Strs Ohio 2,866 2,861 -0.17
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Medallion Wealth Advisors, LLC 100
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding EJMK Ventures LLC 3,179 0 -100.00
2026-04-24 13F-HR MEG / Montrose Environmental Group Raiffeisen Bank International AG 86,668
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding Retirement Systems of Alabama 211,482 213,743 1.07
2026-04-24 13F-HR G / Genpact UMA Financial Services, Inc. 37 0 -100.00
2026-04-24 13F-HR HURN / Huron Consulting Group Abacus Wealth Partners, LLC 4,110 3,525 -14.23
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding UMA Financial Services, Inc. 8 100 1,150.00
2026-04-24 13F-HR G / Genpact Optas, LLC 11,551 8,030 -30.48
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding IFM Investors Pty Ltd 11,415 0 -100.00
2026-04-24 13F-HR G / Genpact ProShare Advisors LLC 177,234 146,922 -17.10
2026-04-24 13F-HR HURN / Huron Consulting Group Root Financial Partners, LLC 22 14 -36.36
2026-04-24 13F-HR BAH / Booz Allen Hamilton Holding ProShare Advisors LLC 4,864 4,836 -0.58
2026-04-23 13F-HR HURN / Huron Consulting Group Marquette Asset Management, LLC 3 0 -100.00
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding Impact Partnership Wealth, LLC 10,728 7,285 -32.09
2026-04-23 13F-HR G / Genpact Interchange Capital Partners, LLC 6,585 0 -100.00
2026-04-23 13F-HR III / Information Services Group SJS Investment Consulting Inc. 236 14 -94.07
2026-04-23 13F-HR G / Genpact American National Bank 33 0 -100.00
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding Farmers & Merchants Investments Inc 94,570 99,164 4.86
2026-04-23 13F-HR III / Information Services Group North Star Investment Management Corp. 5,000 128,883 2,477.66
2026-04-23 13F-HR G / Genpact CBOE Vest Financial, LLC 128,813 161,363 25.27
2026-04-23 13F-HR III / Information Services Group Private Wealth Management Group, LLC 334 334 0.00
2026-04-23 13F-HR MEG / Montrose Environmental Group Peregrine Capital Management Llc 280,171 268,781 -4.07
2026-04-23 13F-HR MEG / Montrose Environmental Group SJS Investment Consulting Inc. 6 3 -50.00
2026-04-23 13F-HR MEG / Montrose Environmental Group Oppenheimer Asset Management Inc. 11,752 0 -100.00
2026-04-23 13F-HR HURN / Huron Consulting Group SJS Investment Consulting Inc. 4 4 0.00
2026-04-23 13F-HR HURN / Huron Consulting Group Harbor Investment Advisory, Llc 1,250
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding Private Wealth Management Group, LLC 38 37 -2.63
2026-04-23 13F-HR G / Genpact CWM Advisors, LLC 23,839 25,135 5.44
2026-04-23 13F-HR G / Genpact Sawyer & Company, Inc 32,091 30,856 -3.85
2026-04-23 13F-HR G / Genpact SJS Investment Consulting Inc. 1,380 1,692 22.61
2026-04-23 13F-HR G / Genpact Forum Financial Management, LP 5,507 0 -100.00
2026-04-23 13F-HR G / Genpact TFC Financial Management 2,267 1 -99.96
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding iA Global Asset Management Inc. 0 17,379
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding SJS Investment Consulting Inc. 224 63 -71.88
2026-04-23 13F-HR G / Genpact Marquette Asset Management, LLC 89 0 -100.00
2026-04-23 13F-HR HURN / Huron Consulting Group TFC Financial Management 0 1
2026-04-23 13F-HR ASTH / Astrana Health Harbor Investment Advisory, Llc 184
2026-04-23 13F-HR G / Genpact Farmers & Merchants Investments Inc 143 143 0.00
2026-04-23 13F-HR ASTH / Astrana Health Farmers & Merchants Investments Inc 27 27 0.00
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding ELCO Management Co., LLC 5,000 6,500 30.00
2026-04-23 13F-HR BAH / Booz Allen Hamilton Holding Lansforsakringar Fondforvaltning AB (publ) 40,182 0 -100.00
2026-04-23 13F-HR TSSI / TSS Dupree Financial Group, LLC 96,786 94,274 -2.60
2026-04-23 13F-HR ICFI / ICF International SJS Investment Consulting Inc. 1 14 1,300.00
2026-04-23 13F-HR GIB / CGI Fairman Group, LLC 31 31 0.00
2026-04-23 13F-HR ICFI / ICF International Oppenheimer Asset Management Inc. 26,558 6,186 -76.71
2026-04-23 13F-HR HCKT / Hackett Group Harbor Investment Advisory, Llc 294
2026-04-23 13F-HR MHH / Mastech Digital Capital Management Corp /va 862,329 956,894 10.97
2026-04-23 13F-HR RMR / RMR Group McMillan Office, Inc. 24 0 -100.00
2026-04-23 13F-HR HCKT / Hackett Group North Star Investment Management Corp. 71,325 71,325 0.00
2026-04-23 13F-HR 0A18 / CGI North Star Investment Management Corp. 50 0 -100.00
2026-04-23 13F-HR FCN / FTI Consulting Farmers & Merchants Investments Inc 28 28 0.00