Align TechnologyALGN

13F holders, Q1 2024 (March 31)
816holders
12famous investors
$327.57avg. 13F price*

At the end of Q1 2024, 816 institutions reported holding Align Technology Inc. (ALGN) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock Inc. ($2.5B) and State Street Corp. ($1.0B). 12 famous investors held it, including Francois Rochon (0.4% of Giverny Capital's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
Align Technology Inc.
Sector
Health Care
CUSIP
016255101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 816Q1 2024Q2 2024: 768Q2 2024Q3 2024: 735Q3 2024Q4 2024: 722Q4 2024Q1 2025: 692Q1 2025Q2 2025: 704Q2 2025Q3 2025: 668Q3 2025Q4 2025: 666Q4 2025Q1 2026: 693Q1 2026Q2 2026: 675Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions98$220.2M
Exits73$195.0M

Ownership 816 holders

Vanguard Group Inc. 0.05% Add +0.3% 8,375,147 $2.7B
BlackRock Inc. 0.06% Add +5.1% 7,661,801 $2.5B
State Street Corp. 0.04% Reduce -0.2% 3,053,807 $1.0B
JPMorgan Chase & Co. 0.07% Add +1.7% 2,310,585 $757.7M
Alliancebernstein L.P. 0.21% Add +22.1% 1,782,466 $584.5M
Geode Capital Management, LLC 0.05% Add +2.7% 1,720,293 $562.7M
Sands Capital Management, LLC 1.24% Reduce -5.2% 1,356,310 $444.8M
Capital World Investors 0.07% Add +0.0% 1,257,421 $412.3M
Brown Advisory Inc. 0.54% Reduce -18.6% 1,228,445 $402.8M
Polen Capital Management LLC 0.92% Reduce -4.1% 1,216,069 $398.8M
Nuveen Asset Management, LLC 0.12% Add +13.2% 1,208,480 $396.3M
Ninety One UK Ltd 1.05% Add +2608.7% 1,136,205 $372.6M
Bank of New York Mellon Corp 0.07% Add +1.1% 1,132,742 $371.4M
Wellington Management Group LLP 0.06% Reduce -43.7% 1,012,286 $331.9M
Morgan Stanley 0.03% Reduce -20.5% 979,350 $321.1M
Norges Bank 0.04% Add +5.8% 863,001 $283.0M
Bares Capital Management, Inc. 10.67% Add +44.4% 819,930 $268.9M
Northern Trust Corp. 0.04% Reduce -3.4% 761,470 $249.7M
Invesco Ltd. 0.05% Reduce -15.0% 733,740 $240.6M
Disciplined Growth Investors Inc. 4.21% Add +4.8% 703,942 $230.8M
Allianz Asset Management GmbH 0.34% Reduce -8.0% 615,460 $201.8M
Thrivent Financial for Lutherans 0.40% Add +1.4% 606,251 $198.8M
Citadel Advisors 0.19% Add +370.8% 597,017 $195.8M
Champlain Investment Partners, LLC 1.04% Reduce -3.0% 551,319 $180.8M
Goldman Sachs Group Inc. 0.04% Add +33.9% 544,148 $178.4M
Millennium Management 0.15% Reduce -31.1% 532,956 $174.8M
Macquarie Group Ltd. 0.19% Add +12.2% 506,461 $166.1M
Envestnet Asset Management Inc. 0.06% Add +14.5% 475,062 $155.8M
Legal & General Group Plc 0.04% Reduce -1.6% 448,991 $147.2M
Charles Schwab Investment Management Inc. 0.03% Add +3.4% 439,111 $144.0M
T. Rowe Price Associates Inc. 0.02% Add +10.9% 437,219 $143.4M
Holocene Advisors, LP 0.52% Add +29.4% 430,686 $141.2M
Keybank National Association 0.58% Add +0.0% 427,229 $140.1M
FMR LLC 0.01% Add +356.3% 427,076 $140.0M
Bank of America Corp. 0.01% Add +40.0% 403,379 $132.3M
Parnassus Investments, LLC 0.28% No change 396,603 $130.1M
Navera Investment Management Ltd. 2.53% Add +3.0% 393,974 $129.1M
Ameriprise Financial Inc. 0.04% Reduce -40.7% 386,454 $126.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +3.4% 383,012 $125.6M
Railway Pension Investments Ltd 1.17% No change 367,861 $120.6M
Alyeska Investment Group, L.P. 0.67% Add +117.8% 329,057 $107.9M
Swedbank AB 0.14% Add +577.8% 293,110 $96.1M
Riverbridge Partners LLC 1.17% Add +0.6% 291,709 $95.7M
Amundi 0.04% Reduce -39.3% 313,699 $94.5M
Royal Bank of Canada 0.02% Reduce -5.8% 281,908 $92.4M
Baird Financial Group, Inc. 0.19% Add +0.5% 278,701 $91.4M
Barclays PLC 0.04% Add +60.3% 274,018 $89.9M
Eagle Asset Management Inc. 0.43% Reduce -1.2% 263,770 $84.3M
Deutsche Bank AG 0.04% Add +3.5% 240,165 $78.8M
Blair William & Co. 0.24% Reduce -0.0% 236,798 $77.7M
Arrowstreet Capital, Limited Partnership 0.07% Add +85.7% 235,275 $77.2M
Dimensional Fund Advisors LP 0.02% Add +8.8% 232,576 $76.3M
Employees Provident Fund Board 1.33% No change 231,612 $76.0M
Credit Suisse AG/ 0.07% Reduce -41.4% 222,171 $72.9M
Rock Springs Capital Management LP 1.84% No change 220,000 $72.1M
Jacobs Levy Equity Management, Inc. 0.32% Add +371.0% 218,779 $71.7M
Swiss National Bank 0.05% Reduce -4.1% 217,900 $71.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.70% Reduce -1.4% 234,823 $70.6M
Westfield Capital Management Co. LP 0.34% Add +11.2% 196,141 $64.3M
Avidity Partners Management LP 2.20% Add +21.3% 189,000 $62.0M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -21.9% 184,032 $60.3M
Wells Fargo & Company 0.02% Add +0.9% 178,222 $58.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.7% 173,753 $57.0M
Cerity Partners LLC 0.15% Add +68.8% 169,680 $55.6M
Braidwell LP 3.13% Add +15.7% 169,252 $55.5M
Janus Henderson Group PLC 0.03% Reduce -1.4% 165,911 $54.4M
CIBC Private Wealth Group LLC 0.11% Add +3.8% 168,870 $54.0M
Nordea Investment Management AB 0.06% Reduce -38.1% 160,797 $52.5M
Resona Asset Management Co.,Ltd. 0.31% — 157,174 $51.5M
Bellevue Group AG 0.77% Reduce -2.8% 154,909 $50.8M
Provident Investment Management, Inc. 4.39% Reduce -0.5% 152,007 $49.8M
Point72 Asset Management 0.15% Add +260.2% 151,038 $49.5M
Rhumbline Advisers 0.05% Add +0.0% 145,054 $47.6M
Iron Triangle Partners LP 4.82% New 141,958 $46.6M
Factory Mutual Insurance Co. 0.53% Reduce -2.0% 140,393 $46.0M
HSBC Holdings PLC 0.03% Reduce -23.4% 138,318 $45.3M
Argent Capital Management LLC 1.30% Add +134.2% 136,549 $44.8M
Bessemer Group Inc. 0.08% Reduce -12.5% 136,484 $44.8M
California Public Employees Retirement System 0.03% Reduce -2.4% 135,959 $44.6M
Sei Investments Co. 0.06% Add +0.4% 131,835 $43.2M
Principal Financial Group Inc. 0.03% Add +56.1% 130,721 $42.9M
Frontier Capital Management Co. LLC 0.39% Reduce -2.1% 128,133 $42.0M
Marathon Asset Management Ltd 1.10% Add +25.7% 126,061 $41.3M
AQR Capital Management 0.07% Reduce -37.1% 125,048 $40.9M
National Pension Service 0.05% Add +8.3% 121,366 $39.8M
Ninety One North America, Inc. 1.93% Add +746.6% 121,247 $39.8M
UBS Group AG 0.01% Reduce -12.3% 120,675 $39.6M
California State Teachers Retirement System 0.05% Add +0.2% 118,477 $38.9M
DAVENPORT & Co LLC 0.24% Add +2.0% 117,022 $38.4M
ArrowMark Colorado Holdings LLC 0.42% Reduce -29.2% 114,585 $37.6M
Balyasny Asset Management L.P. 0.10% Reduce -26.2% 114,561 $37.6M
Federated Hermes, Inc. 0.08% Reduce -1.6% 105,665 $34.6M
Fisher Asset Management 0.02% Add +1.2% 103,047 $33.8M
Panagora Asset Management Inc. 0.18% Reduce -3.9% 102,662 $33.7M
Massachusetts Financial Services Co. 0.01% Reduce -20.4% 101,570 $33.3M
Susquehanna International Group, LLP 0.05% Reduce -11.6% 101,503 $33.3M
Canada Pension Plan Investment Board 0.03% Add +67.7% 101,229 $33.2M
Jennison Associates LLC 0.02% Add +14.4% 100,300 $32.9M
Senvest Management, LLC 1.24% New 98,106 $32.2M
Sofinnova Investments, Inc. 1.85% New 95,478 $31.3M
Citigroup Inc. 0.03% Reduce -2.7% 94,835 $31.1M
US Bancorp \de 0.04% Reduce -5.4% 94,059 $30.8M
State Board of Administration of Florida Retirement System 0.07% Add +5.3% 91,905 $30.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +18.1% 92,809 $30.4M
Bank of Montreal 0.01% Reduce -6.1% 92,427 $30.3M
American Century Companies Inc. 0.02% Add +154.1% 88,789 $29.1M
Impax Asset Management Group plc 0.11% Reduce -22.8% 88,275 $28.9M
Redmile Group, LLC 1.05% Add +74.2% 87,255 $28.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +19.2% 86,679 $28.4M
Woodline Partners LP 0.26% Add +55.1% 86,495 $28.4M
CANADA LIFE ASSURANCE Co 0.06% Reduce -18.0% 85,592 $28.1M
New York State Teachers Retirement System 0.06% Reduce -2.7% 81,681 $26.8M
Russell Investments Group, Ltd. 0.04% Add +68.0% 81,250 $26.6M
Neuberger Berman Group LLC 0.02% Add +68.9% 78,077 $25.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -6.6% 77,501 $25.4M
Polar Capital Holdings Plc 0.13% New 74,000 $24.3M
BNP Paribas Financial Markets 0.03% Add +34.3% 73,493 $24.1M
Country Trust Bank 0.62% Reduce -9.4% 73,201 $24.0M
Prudential Financial Inc. 0.03% Add +14.2% 71,881 $23.6M
Bridgewater Associates 0.12% Add +57.9% 71,802 $23.5M
Allspring Global Investments Holdings, LLC 0.04% Reduce -47.7% 70,742 $23.2M
KBC Group NV 0.07% Add +207.2% 69,369 $22.7M
Cannell & Spears LLC 0.46% New 68,295 $22.4M
Danske Bank A/S 0.07% — 65,970 $21.6M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +21.7% 65,367 $21.4M
W1M Asset Management Ltd 1.61% Add +10.8% 64,300 $21.1M
C WorldWide Group Holding A/S 0.24% No change 63,428 $20.8M
Aviva PLC 0.07% Add +20.9% 60,529 $19.8M
Scout Investments, Inc. 0.47% Reduce -2.6% 59,611 $19.1M
Pinebridge Investments, L.P. 0.15% Add +3.8% 57,990 $19.0M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +346.3% 60,354 $18.6M
Lazard Asset Management LLC 0.02% Add +190.7% 54,126 $17.7M
New York State Common Retirement Fund 0.02% Reduce -9.7% 53,041 $17.4M
Korea Investment CORP 0.04% Reduce -2.5% 50,896 $16.7M
Rhenman & Partners Asset Management AB 1.55% Add +85.2% 50,000 $16.4M
Palo Alto Investors LP 1.82% Reduce -11.8% 49,105 $16.1M
FIL Ltd 0.02% No change 48,460 $15.9M
Capital Fund Management S.A. 0.19% Reduce -31.1% 47,480 $15.6M
Voya Investment Management LLC 0.02% Reduce -86.5% 46,859 $15.4M
State of Wisconsin Investment Board 0.04% Add +2.4% 46,127 $15.1M
Deepwater Asset Management, LLC 5.45% Reduce -9.9% 44,119 $14.5M
Oppenheimer Asset Management Inc. 0.21% Reduce -6.9% 44,086 $14.5M
State of New Jersey Common Pension Fund D 0.04% No change 41,687 $13.7M
Toronto Dominion Bank 0.02% Add +2.0% 41,083 $13.5M
Davidson Investment Advisors 0.69% Add +9.7% 40,295 $13.2M
Jane Street Group, LLC 0.02% Reduce -81.3% 40,235 $13.2M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.8% 39,454 $12.9M
Pictet Asset Management Holding SA 0.01% Reduce -2.7% 37,998 $12.5M
Alberta Investment Management Corp 0.13% No change 37,443 $12.3M
Ensign Peak Advisors, Inc 0.02% Reduce -6.2% 37,442 $12.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -6.0% 37,458 $12.3M
Schaper Benz & Wise Investment Counsel Inc. 1.01% Add +0.8% 36,745 $12.0M
2Xideas AG 1.47% Add +3.6% 36,689 $12.0M
Stifel Financial Corp. 0.01% Add +7.8% 36,262 $11.9M
Aberdeen Group plc 0.02% Reduce -4.9% 36,249 $11.9M
Ieq Capital, LLC 0.17% Add +0.8% 35,772 $11.7M
Renaissance Technologies 0.02% Reduce -11.7% 35,400 $11.6M
Treasurer of the State of North Carolina 0.05% Add +0.6% 35,000 $11.5M
APG Asset Management N.V. 0.02% Reduce -32.3% 36,501 $11.1M
1832 Asset Management L.P. 0.02% Reduce -24.2% 33,351 $10.9M
State of Tennessee, Department of Treasury 0.04% Add +96.2% 33,214 $10.9M
Tudor Investment Corporation 0.13% Add +162.7% 33,049 $10.8M
North Growth Management Ltd. 2.06% No change 33,000 $10.8M
Edmond DE Rothschild Holding S.A. 0.18% Reduce -9.2% 32,825 $10.8M
Victory Capital Management Inc. 0.01% Reduce -5.8% 32,619 $10.7M
Raymond James & Associates 0.01% Add +6.3% 30,578 $10.0M
Public Employees Retirement System of Ohio 0.04% Reduce -8.9% 30,538 $10.0M
D. E. Shaw & Co. 0.01% Reduce -26.3% 30,492 $10.0M
Handelsbanken Fonder AB 0.04% Add +10.9% 30,356 $10.0M
Liontrust Investment Partners LLP 0.14% Add +250.7% 30,137 $9.9M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -15.5% 29,438 $9.7M
Brown Capital Management LLC 0.17% Reduce -0.7% 29,257 $9.6M
Giverny Capital 0.38% Add +6.3% 28,871 $9.5M
Comerica Bank 0.04% Add +4.9% 28,842 $9.5M
Asset Management One Co., Ltd. 0.04% Reduce -1.2% 28,373 $9.3M
Lighthouse Investment Partners, LLC 0.55% New 28,356 $9.3M
Royal London Asset Management Ltd. 0.02% Reduce -2.9% 28,266 $9.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +7.7% 27,666 $9.1M
LPL Financial LLC 0.00% Add +3.7% 27,539 $9.0M
Robeco Institutional Asset Management B.V. 0.02% Reduce -69.1% 27,456 $9.0M
Glenmede Trust Co. NA 0.04% Add +6.4% 26,704 $8.8M
Townsquare Capital LLC 0.13% Add +0.4% 26,354 $8.6M
Illinois Municipal Retirement Fund 0.13% Reduce -23.0% 25,662 $8.4M
Rathbones Group PLC 0.05% Reduce -7.3% 25,476 $8.4M
Carmignac Gestion 0.13% Add +70.2% 25,299 $8.3M
TD Asset Management Inc 0.01% Add +2.3% 25,051 $8.2M
Laurus Global Equity Management Inc. 2.80% No change 17,975 $8.0M
National Bank of Canada 0.01% Reduce -59.2% 29,000 $7.9M
Xponance LLC 0.08% Add +1.6% 23,514 $7.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +333942.9% 23,383 $7.7M
Nomura Holdings Inc. 0.06% Add +434.6% 23,355 $7.7M
PFM Health Sciences, LP 0.38% New 22,751 $7.5M
Man Group plc 0.02% Reduce -75.5% 22,674 $7.4M
Wormser Freres Gestion 5.07% Add +83.3% 22,903 $7.4M
Ithaka Group LLC 1.36% Reduce -4.9% 21,965 $7.2M
Leonteq Securities AG 0.96% Reduce -14.3% 21,763 $7.1M
PNC Financial Services Group, Inc. 0.00% Add +36.9% 21,560 $7.1M
Grandeur Peak Global Advisors, LLC 0.56% Add +0.9% 21,429 $7.0M
USS Investment Management Ltd 0.06% Add +18.3% 21,345 $7.0M
Hantz Financial Services, Inc. 0.14% Reduce -5.3% 21,286 $7.0M
Nisa Investment Advisors, LLC 0.04% Add +3.9% 21,003 $6.9M
PEAK6 Investments LLC 0.33% Add +118.8% 20,931 $6.9M
Geneva Capital Management LLC 0.12% Add +0.1% 20,924 $6.9M
Bayesian Capital Management, LP 0.64% New 20,400 $6.7M
APG Asset Management US Inc. 0.04% Add +46.1% 20,730 $6.6M
Arizona State Retirement System 0.05% Add +0.1% 20,012 $6.6M
Storebrand Asset Management As 0.02% Add +0.1% 19,968 $6.5M
MetLife Investment Management, LLC 0.04% Reduce -2.9% 19,933 $6.5M
Landscape Capital Management, L.L.C. 0.56% Reduce -63.5% 19,709 $6.5M
American International Group, Inc. 0.02% Reduce -6.4% 19,695 $6.5M
Two Sigma Advisers, LP 0.01% Reduce -44.8% 19,600 $6.4M
State of Michigan Retirement System 0.03% No change 19,500 $6.4M
Simplify Asset Management Inc. 0.60% Add +379.1% 19,251 $6.3M
DNB Asset Management AS 0.03% Add +36.3% 19,223 $6.3M
Nomura Asset Management Co. Ltd. 0.02% Add +5.0% 19,177 $6.3M
Corient Private Wealth LP 0.01% Add +7.1% 19,012 $6.2M
Polar Asset Management Partners Inc. 0.22% Reduce -27.7% 18,800 $6.2M
Natixis Advisors, LLC 0.01% Add +2.6% 18,312 $6.0M
Worldquant Millennium Advisors LLC 0.07% Reduce -86.6% 18,262 $6.0M
Vontobel Holding Ltd. 0.05% Add +12.5% 17,332 $5.7M
In-Depth Partners, LLC 4.44% Add +2.8% 17,238 $5.7M
EFG Asset Management (North America) Corp. 0.98% Add +12.7% 17,241 $5.7M
United Capital Financial Advisors, LLC 0.05% Add +2.7% 17,063 $5.6M
LMR Partners LLP 0.20% Add +622.8% 17,028 $5.6M
Modera Wealth Management, LLC 0.08% Add +9.1% 16,941 $5.6M
Assenagon Asset Management S.A. 0.01% Add +6.7% 16,730 $5.5M
Quantinno Capital Management LP 0.11% Add +61.5% 16,100 $5.3M
Amalgamated Bank 0.04% Reduce -20.3% 15,772 $5.2M
Retirement Systems of Alabama 0.02% Add +0.1% 15,721 $5.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.3% 15,637 $5.1M
Qube Research & Technologies Ltd 0.01% Reduce -96.1% 15,510 $5.1M
IFM Investors Pty Ltd 0.05% Add +0.1% 15,363 $5.0M
Captrust Financial Advisors 0.02% Reduce -21.3% 15,342 $5.0M
Erste Asset Management GmbH 0.07% No change 15,288 $5.0M
Legacy Trust 1.23% Add +4.4% 15,036 $4.9M
Integral Health Asset Management, LLC 0.48% Reduce -50.0% 15,000 $4.9M
Walleye Trading LLC 0.08% Reduce -61.9% 14,956 $4.9M
ExodusPoint Capital Management, LP 0.06% Reduce -72.4% 14,906 $4.9M
Forsta Ap-Fonden 0.04% Add +10.4% 14,800 $4.9M
Texas Permanent School Fund Corp. 0.04% Add +0.1% 14,723 $4.8M
Franklin Resources Inc. 0.00% Reduce -19.1% 14,461 $4.7M
Heritage Investors Management Corp. 0.17% Reduce -1.4% 14,421 $4.7M
Trexquant Investment LP 0.09% Reduce -61.9% 14,404 $4.7M
DekaBank Deutsche Girozentrale 0.01% Reduce -57.9% 14,414 $4.7M
Knuff & Co LLC 1.52% Add +722.0% 13,794 $4.5M
State of Alaska, Department of Revenue 0.05% Reduce -12.7% 13,724 $4.5M
Gotham Asset Management 0.07% Add +36.6% 13,703 $4.5M
Pathstone Holdings, LLC 0.02% Add +6.0% 13,674 $4.5M
Azzad Asset Management Inc. 0.52% Add +9.2% 13,622 $4.5M
Tredje AP-fonden 0.05% No change 13,363 $4.4M
Van Lanschot Kempen Investment Management N.V. 0.05% Add +46.2% 13,339 $4.4M
Utah Retirement Systems 0.05% No change 13,291 $4.4M
Bokf, NA 0.08% Add +18.9% 13,437 $4.3M
Pitcairn Co. 0.27% Reduce -5.0% 12,831 $4.2M
Cetera Investment Advisers 0.01% Add +914.2% 12,627 $4.1M
Czech National Bank 0.05% Add +0.5% 12,532 $4.1M
Banque Pictet & Cie SA 0.04% Reduce -20.5% 12,454 $4.1M
Geneos Wealth Management Inc. 0.18% Add +1.3% 12,237 $4.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -1.6% 12,108 $4.0M
FourThought Financial Partners, LLC 0.45% Reduce -5.3% 12,060 $4.0M
MML Investors Services, LLC 0.02% Add +9.2% 12,038 $3.9M
Eisler Capital (UK) Ltd. 0.49% Add +231.3% 11,970 $3.9M
Progressive Investment Management Corp 1.06% Reduce -0.9% 11,735 $3.8M
Lecap Asset Management Ltd. 0.79% Add +621.1% 11,632 $3.8M
Schonfeld Strategic Advisors LLC 0.03% Add +47.9% 11,315 $3.7M
Marshall Wace, LLP 0.01% Reduce -87.0% 11,052 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -2.2% 10,977 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -34.8% 10,935 $3.6M
Weiss Asset Management LP 0.21% New 10,890 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.5% 10,871 $3.6M
Robocap Asset Management Ltd 2.42% Add +41.4% 10,773 $3.5M
Wealthfront Advisers LLC 0.01% Add +9.1% 10,627 $3.5M
Creative Planning 0.00% Add +18.2% 10,600 $3.5M
Unison Advisors LLC 0.34% No change 10,576 $3.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -10.7% 10,367 $3.4M
CIBC Asset Management Inc 0.01% Add +3.0% 10,126 $3.3M
Achmea Investment Management B.V. 0.06% No change 9,996 $3.3M
Slow Capital, Inc. 0.52% Add +2.8% 9,808 $3.2M
Truist Financial Corp. 0.00% Reduce -12.6% 9,764 $3.2M
ING Groep NV 0.02% Add +0.1% 9,760 $3.2M
Oppenheimer & Co. Inc. 0.05% Reduce -8.9% 9,756 $3.2M
New York Life Investment Management LLC 0.03% Reduce -3.7% 9,730 $3.2M
Natixis 0.02% Add +5.2% 9,679 $3.2M
ProShare Advisors LLC 0.01% Reduce -22.8% 9,615 $3.2M
HighTower Advisors, LLC 0.01% Reduce -1.7% 9,505 $3.1M
Atria Investments, Inc 0.04% Reduce -13.6% 9,518 $3.1M
Vident Advisory, LLC 0.06% Add +716.6% 9,456 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -2.1% 9,359 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -4.6% 9,212 $3.0M
Catalyst Funds Management Pty Ltd 0.84% — 9,200 $3.0M
Meridian Management Co. 0.81% Reduce -0.4% 9,086 $3.0M
Meiji Yasuda Asset Management Co Ltd. 0.13% Add +1.4% 9,014 $3.0M
Walleye Capital LLC 0.04% New 8,958 $2.9M
Janney Montgomery Scott LLC 0.01% Reduce -28.7% 8,948 $2.9M
Mariner, LLC 0.01% Reduce -2.1% 8,875 $2.9M
Daiwa Securities Group Inc. 0.02% Add +1.2% 8,822 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.8% 8,687 $2.8M
National Philanthropic Trust 0.06% Reduce -0.8% 8,673 $2.8M
SG Americas Securities, LLC 0.01% Add +235.0% 8,607 $2.8M
Sit Investment Associates Inc. 0.06% No change 8,560 $2.8M
Vanguard Personalized Indexing Management, LLC 0.06% Add +20.6% 8,386 $2.7M
Logan Capital Management Inc. 0.12% Reduce -1.1% 8,382 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Add +0.7% 8,359 $2.7M
Credit Agricole S A 0.05% Add +36.3% 9,078 $2.7M
Fifth Third Bancorp 0.01% Reduce -4.7% 8,334 $2.7M
Van Eck Associates Corp. 0.00% Add +20.0% 8,241 $2.7M
Fulcrum Capital LLC 0.64% Add +2.4% 8,206 $2.7M
YHB Investment Advisors, Inc. 0.24% Reduce -3.1% 8,110 $2.7M
Cornercap Investment Counsel Inc. 0.41% Reduce -18.3% 8,092 $2.7M
Retireful, LLC 1.10% Reduce -1.3% 8,035 $2.6M
LRT Capital Management, LLC 2.36% Reduce -1.1% 8,009 $2.6M
Waycross Partners, LLC 0.45% New 8,000 $2.6M
ARK Investment Management 0.02% Add +2.7% 7,986 $2.6M
Bank of Nova Scotia 0.01% Add +10.8% 7,883 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -6.6% 7,725 $2.5M
RDA Financial Network 0.86% Add +1.8% 7,636 $2.5M
Edgestream Partners, L.P. 0.12% Add +35.7% 7,445 $2.4M
Bedell Frazier Investment Counselling, LLC 0.60% New 7,326 $2.4M
Orion Porfolio Solutions, LLC 0.03% Add +13.9% 7,318 $2.4M
Orion Portfolio Solutions, LLC 0.03% Add +13.9% 7,318 $2.4M
M&T Bank Corp 0.01% Add +7.2% 7,313 $2.4M
SYSTM Wealth Solutions LLC 0.30% Reduce -13.1% 7,289 $2.4M
Ascent Wealth Partners, LLC 0.35% Add +31.5% 7,252 $2.4M
Andra AP-fonden 0.04% New 7,200 $2.4M
Cibc World Markets Corp. 0.02% Reduce -21.9% 7,185 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +6.4% 7,162 $2.3M
Engineers Gate Manager LP 0.06% Add +64.3% 7,038 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.9% 6,885 $2.3M
Pacer Advisors, Inc. 0.01% Reduce -1.4% 6,879 $2.3M
Mackenzie Financial Corp. 0.00% Reduce -3.7% 6,862 $2.3M
D.A. Davidson & Co. 0.02% Add +45.8% 6,773 $2.2M
Andrew Hill Investment Advisors, Inc. 1.92% Add +153.5% 6,637 $2.2M
Pictet North America Advisors SA 0.24% Reduce -9.6% 6,615 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -12.3% 6,379 $2.1M
Cresset Asset Management, LLC 0.01% Add +6.3% 6,312 $2.1M
Degroof Petercam Asset Management 0.02% No change 6,300 $2.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.4% 6,294 $2.1M
Regions Financial Corp. 0.02% Reduce -38.1% 6,266 $2.1M
Ascent Group, LLC 0.18% Add +7.9% 6,209 $2.0M
Schroder Investment Management Group 0.00% Add +0.9% 6,165 $2.0M
Mediolanum International Funds Ltd 0.03% — 6,118 $2.0M
Oregon Public Employees Retirement Fund 0.04% Add +9.0% 6,068 $2.0M
Gulf International Bank (UK) Ltd 0.05% Add +0.3% 6,028 $2.0M
STRS Ohio 0.01% No change 6,000 $2.0M
Private Wealth Partners, LLC 0.16% No change 5,940 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -51.1% 5,866 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.5% 5,856 $1.9M
Cinctive Capital Management LP 0.10% New 5,777 $1.9M
Two Sigma Investments, LP 0.00% Reduce -29.6% 5,700 $1.9M
Sunbelt Securities, Inc. 0.21% Reduce -2.6% 5,643 $1.9M
First Bank & Trust 0.38% Add +16.0% 5,596 $1.8M
Point Windward Advisors Inc. 0.76% Reduce -1.0% 5,545 $1.8M
Knights of Columbus Asset Advisors LLC 0.13% No change 5,532 $1.8M
Stephens Inc. 0.03% Reduce -2.5% 5,459 $1.8M
Peloton Wealth Strategists 0.74% Reduce -0.5% 5,445 $1.8M
Kentucky Retirement Systems 0.05% Reduce -5.1% 5,409 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Add +116.8% 5,402 $1.8M
Maryland State Retirement & Pension System 0.03% No change 5,829 $1.7M
SpiderRock Advisors, LLC 0.06% — 5,467 $1.7M
Systematic Alpha Investments, LLC 0.07% No change 5,266 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -80.0% 5,190 $1.7M
WMS Partners, LLC 0.11% No change 5,007 $1.6M
Candriam S.C.A. 0.01% Add +68.4% 4,959 $1.6M
Seven Eight Capital, LP 0.17% Reduce -12.3% 4,881 $1.6M
Twin Tree Management, LP 0.04% Reduce -97.3% 4,811 $1.6M
Los Angeles Capital Management LLC 0.01% Add +76.5% 4,721 $1.5M
Icon Wealth Advisors, LLC 0.14% Reduce -4.3% 4,644 $1.5M
Sicart Associates LLC 0.56% Reduce -0.9% 4,637 $1.5M
FDx Advisors, Inc. 0.23% Reduce -10.5% 4,635 $1.5M
Legato Capital Management LLC 0.18% No change 4,619 $1.5M
Hartford Investment Management Co. 0.05% Reduce -4.2% 4,602 $1.5M
Abn Amro Investment Solutions 0.03% Reduce -23.9% 4,592 $1.5M
Graham Capital Management, L.P. 0.08% New 4,537 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +73.7% 4,488 $1.5M
South Dakota Investment Council 0.03% Add +7.6% 4,411 $1.4M
Tidal Investments LLC 0.02% Add +122.8% 4,408 $1.4M
Guggenheim Capital LLC 0.01% Reduce -55.5% 4,380 $1.4M
QRG Capital Management, Inc. 0.02% Add +32.1% 4,291 $1.4M
Sabal Trust CO 0.08% Reduce -0.2% 4,286 $1.4M
Connectus Wealth, LLC 0.04% Reduce -7.8% 4,232 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -6.4% 4,221 $1.4M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.1% 4,139 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -4.7% 4,100 $1.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.8% 3,987 $1.3M
Avitas Wealth Management LLC 0.20% Reduce -0.5% 3,926 $1.3M
Portside Wealth Group, LLC 0.23% Reduce -7.0% 3,856 $1.3M
UniSuper Management Pty Ltd 0.01% Add +324.7% 3,822 $1.3M
First Trust Advisors LP 0.00% Add +10.4% 3,820 $1.3M
Cwm, LLC 0.01% Add +18.2% 3,803 $1.2M
Capital Investment Advisors, LLC 0.03% Add +82.6% 3,730 $1.2M
Alps Advisors Inc. 0.01% Reduce -23.0% 3,696 $1.2M
Ethic Inc. 0.03% Add +5.6% 3,639 $1.2M
PAX Financial Group, LLC 0.24% Reduce -4.1% 3,602 $1.2M
Redmond Asset Management, LLC 0.37% Reduce -3.7% 3,581 $1.2M
Y-Intercept (Hong Kong) Ltd 0.09% New 3,579 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -5.3% 3,550 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +4.2% 3,535 $1.2M
Barbara Oil Co. 0.48% No change 3,475 $1.1M
Sykon Capital LLC 0.40% New 3,410 $1.1M
Savant Capital, LLC 0.01% New 3,364 $1.1M
Sterling Investment Advisors, Ltd. 0.30% Reduce -3.6% 3,307 $1.1M
Mirabella Financial Services LLP 0.08% New 3,283 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +1.6% 3,253 $1.1M
Fox Run Management, L.L.C. 0.22% New 3,121 $1.0M
NorthCoast Asset Management LLC 0.01% New 3,076 $1.0M
Exchange Traded Concepts, LLC 0.03% Reduce -23.6% 3,056 $1.0M
E. Ohman J:or Asset Management AB 0.03% Add +13.0% 3,050 $1.0M
LBP Am SA 0.04% Reduce -26.5% 3,021 $991K
GTS Securities LLC 0.03% Reduce -68.8% 3,005 $985K
Dynamic Technology Lab Private Ltd 0.10% Reduce -13.2% 2,917 $957K
ABLE Financial Group, LLC 0.37% Add +14.4% 2,894 $949K
Metropolitan Life Insurance Co 0.04% Reduce -0.9% 2,873 $942K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.0% 2,858 $937K
Virtus Advisers, LLC 0.50% Add +29.4% 2,844 $933K
Gateway Investment Advisers LLC 0.01% Add +56.6% 2,822 $925K
Alliance Wealth Advisors, LLC 0.27% Add +3.3% 2,791 $915K
Metis Global Partners, LLC 0.03% Reduce -0.5% 2,712 $889K
Commerce Bank 0.01% Add +4.8% 2,653 $870K
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.9% 2,625 $861K
Park Avenue Securities LLC 0.01% Add +13.2% 2,610 $856K
Qtron Investments LLC 0.12% No change 2,610 $856K
Empirical Finance, LLC 0.05% Add +3.5% 2,599 $852K
Yarbrough Capital, LLC 0.04% No change 2,556 $838K
Verition Fund Management LLC 0.01% Add +30.1% 2,533 $831K
Copperwynd Financial, LLC 0.30% Add +11.8% 2,527 $829K
Diversified Trust Co. 0.02% Reduce -27.8% 2,486 $815K
Meiji Yasuda Life Insurance Co 0.02% No change 2,421 $794K
Lido Advisors, LLC 0.01% Reduce -10.6% 2,412 $791K
Flagship Harbor Advisors, LLC 0.05% Reduce -6.6% 2,404 $788K
Norinchukin Bank, The 0.02% Reduce -1.3% 2,390 $784K
Congress Asset Management Co. 0.01% Reduce -54.0% 2,383 $781K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -7.4% 2,351 $771K
Trifecta Capital Advisors, LLC 0.19% No change 2,346 $769K
Bell Bank 0.06% Reduce -12.7% 2,297 $753K
Private Advisor Group, LLC 0.01% Add +81.4% 2,262 $742K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 2,260 $741K
Coldstream Capital Management Inc. 0.02% Add +14.8% 2,229 $731K
Motley Fool Asset Management LLC 0.05% Add +5.0% 2,216 $727K
Royal Fund Management, LLC 0.08% New 2,206 $723K
Integrated Wealth Concepts LLC 0.01% Add +0.1% 2,156 $707K
Sentry Investment Management LLC 0.27% No change 2,142 $702K
Cynosure Group, LLC 0.12% Add +108.2% 2,113 $693K
Moody National Bank Trust Division 0.05% Add +1.8% 2,107 $691K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +3.9% 2,102 $689K
Richard W. Paul & Associates, LLC 0.27% Add +24.9% 2,085 $684K
CI Investments Inc. 0.00% Add +74.1% 2,082 $683K
Snowden Capital Advisors LLC 0.02% Add +5.7% 2,068 $678K
National Wealth Management Group, LLC 0.51% New 2,015 $661K
Grove Bank & Trust 0.11% Add +7.0% 2,014 $660K
First Trust Direct Indexing L.P. 0.05% Add +43.4% 2,010 $659K
Valmark Advisers, Inc. 0.01% Reduce -57.1% 2,009 $659K
K.J. Harrison & Partners Inc 0.10% New 2,008 $658K
LBMC Investment Advisors, LLC 0.06% New 2,000 $656K
Eastern Bank 0.03% Reduce -52.4% 2,000 $656K
Mizuho Markets Cayman LP 0.40% Add +65.9% 2,180 $644K
Moneco Advisors, LLC 0.10% Reduce -12.0% 1,954 $641K
Hillsdale Investment Management Inc. 0.05% Reduce -2.5% 1,950 $639K
Siemens Fonds Invest GmbH 0.05% Add +143.8% 1,948 $639K
Squarepoint Ops LLC 0.00% Reduce -96.4% 1,932 $634K
Rakuten Investment Management, Inc. 0.00% Add +989.8% 1,929 $633K
Kestra Advisory Services, LLC 0.00% Add +11.0% 1,908 $626K
Axq Capital, LP 0.15% Add +5.6% 1,900 $623K
Vinva Investment Management Ltd 0.03% Add +15.0% 1,889 $619K
GraniteShares Advisors LLC 0.33% Reduce -12.9% 1,875 $615K
WD Rutherford LLC 0.32% New 1,859 $610K
Banque Cantonale Vaudoise 0.02% Add +52.7% 1,849 $607K
Teacher Retirement System of Texas 0.00% Reduce -44.6% 1,850 $607K
Pacific Capital Partners Ltd 0.39% No change 1,839 $603K
Norden Group LLC 0.12% Add +86.9% 1,822 $597K
Equitable Trust Co. 0.04% No change 1,801 $591K
Dynasty Wealth Management, LLC 0.02% — 1,761 $577K
Ossiam 0.01% Add +5.1% 1,758 $576K
Tower Research Capital LLC (TRC) 0.01% Reduce -82.8% 1,739 $570K
Linden Thomas Advisory Services, LLC 0.09% Add +4.7% 1,732 $568K
Yorktown Management & Research Co Inc 0.54% No change 1,725 $566K
Ostrum Asset Management 0.04% Add +1.3% 1,656 $543K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -52.5% 1,625 $533K
Sigma Planning Corp 0.02% Add +29.5% 1,624 $533K
Compound Planning, Inc. 0.05% Add +11.1% 1,609 $528K
Baker Tilly Wealth Management, LLC 0.09% Reduce -1.9% 1,600 $525K
Balentine LLC 0.02% New 1,584 $519K
HBK Sorce Advisory LLC 0.02% Reduce -0.9% 1,583 $519K
Quantum Portfolio Management LLC 0.29% New 1,575 $516K
Conestoga Capital Advisors, LLC 0.01% Reduce -2.8% 1,574 $516K
Synovus Financial Corp. 0.01% Reduce -0.2% 1,571 $515K
Certuity, LLC 0.05% Add +0.6% 1,556 $510K
Praxis Investment Management Inc. 0.03% No change 1,550 $508K
Prospera Financial Services Inc 0.01% New 1,527 $501K
Dohj, LLC 0.13% Reduce -5.8% 1,518 $498K
NJ State Employees Deferred Compensation Plan 0.06% No change 1,500 $492K
ZWJ Investment Counsel Inc. 0.02% No change 1,500 $492K
NewEdge Wealth, LLC 0.01% Add +9.2% 1,711 $490K
Schechter Investment Advisors, LLC 0.04% Reduce -3.2% 1,491 $489K
Wahed Invest LLC 0.11% Add +14.1% 1,485 $487K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -5.3% 1,476 $484K
Vestcor Inc 0.02% Reduce -0.9% 1,477 $484K
Versor Investments LP 0.10% Reduce -75.5% 1,471 $482K
Brown, Lisle/Cummings, Inc. 0.16% No change 1,450 $475K
Fuller & Thaler Asset Management, Inc. 0.00% Add +86.0% 1,438 $472K
Schusterman Interests, LLC 0.36% No change 1,415 $464K
Buckingham Strategic Wealth, LLC 0.00% Reduce -10.1% 1,400 $459K
Gabelli Funds LLC 0.00% No change 1,400 $459K
Summit Trail Advisors, LLC 0.01% Add +47.3% 1,398 $458K
Howland Capital Management LLC 0.02% No change 1,397 $458K
Wedbush Securities Inc. 0.02% Add +2.0% 1,389 $455K
Taikang Asset Management (Hong Kong) Co Ltd 0.10% No change 1,381 $453K
Public Sector Pension Investment Board 0.00% Reduce -6.8% 1,375 $451K
Cooper Financial Group 0.07% Add +9.2% 1,366 $448K
Inspire Investing, LLC 0.05% Reduce -17.5% 1,365 $448K
Ninety One SA (Pty) Ltd 0.06% New 1,326 $435K
Beacon Pointe Advisors, LLC 0.00% Add +17.1% 1,299 $426K
Peapack Gladstone Financial Corp. 0.01% Reduce -18.8% 1,295 $425K
Greenleaf Trust 0.00% Add +4.8% 1,296 $425K
NewEdge Advisors, LLC 0.00% Reduce -12.9% 1,283 $421K
Lombard Odier Asset Management (Switzerland) SA 0.03% New 1,282 $420K
Diversify Advisory Services, LLC 0.02% — 1,301 $416K
Harvest Fund Management Co., Ltd 0.04% Add +31550.0% 1,266 $415K
Emerald Advisers, LLC 0.02% Reduce -1.3% 1,261 $414K
Wedmont Private Capital 0.03% Add +4.8% 1,250 $413K
HighPoint Advisor Group LLC 0.03% Add +18.6% 1,507 $411K
Canandaigua National Bank & Trust Co. 0.06% Reduce -19.1% 1,230 $403K
Arkadios Wealth Advisors 0.03% Reduce -10.0% 1,227 $402K
Chicago Capital, LLC 0.01% No change 1,208 $396K
Evanson Asset Management, LLC 0.03% New 1,200 $394K
Centiva Capital, LP 0.02% Reduce -45.7% 1,194 $392K
Intellectus Partners, LLC 0.10% No change 1,175 $385K
Coastline Trust Co 0.05% No change 1,175 $385K
Fernwood Investment Management, LLC 0.11% No change 1,150 $377K
Focus Partners Wealth 0.00% New 1,145 $375K
Investment Management Corp of Ontario 0.01% Reduce -34.4% 1,142 $374K
Pallas Capital Advisors LLC 0.02% Reduce -9.6% 1,136 $373K
Signaturefd, LLC 0.01% Add +26.8% 1,135 $372K
Profund Advisors LLC 0.01% Reduce -1.6% 1,128 $370K
Financial Counselors Inc. 0.01% Reduce -6.8% 1,121 $368K
Stratos Wealth Advisors, LLC 0.02% No change 1,110 $364K
Montanova Capital, LLC 0.02% New 1,100 $361K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.4% 1,097 $360K
Intech Investment Management LLC 0.01% Reduce -74.0% 1,085 $356K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -11.0% 1,071 $351K
Lake Street Advisors Group, LLC 0.02% Add +2.1% 1,069 $350K
Piscataqua Savings Bank 0.31% Reduce -0.7% 1,067 $350K
Citizens Financial Group Inc. 0.01% Add +1.0% 1,066 $350K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.14% No change 1,100 $346K
Midwest Professional Planners, LTD. 0.12% New 1,052 $345K
Graypoint LLC 0.02% Add +8.1% 1,046 $343K
Three Seasons Wealth, LLC 0.24% Add +10.6% 1,097 $342K
TD Private Client Wealth LLC 0.01% Add +0.5% 1,042 $342K
Sequoia Financial Advisors, LLC 0.00% Reduce -38.1% 1,039 $341K
TD Waterhouse Canada Inc. 0.00% New 932 $338K
NorthCrest Asset Manangement, LLC 0.01% Reduce -1.0% 1,025 $336K
Empowered Funds, LLC 0.01% Reduce -74.0% 1,023 $335K
Altfest L J & Co. Inc. 0.05% Reduce -49.7% 1,016 $333K
Old National Bancorp 0.01% Reduce -12.1% 1,014 $333K
UMB Bank, n.a. 0.01% Reduce -1.9% 1,010 $331K
Aspire Capital Advisors LLC 0.11% No change 1,000 $328K
Personal Cfo Solutions, LLC 0.05% Add +6.7% 1,000 $328K
Horizon Investments, LLC 0.01% Reduce -4.2% 1,000 $328K
AXA S.A. 0.00% Add +10.9% 989 $324K
Parkside Financial Bank & Trust 0.05% Add +19.7% 977 $320K
WealthTrust Axiom LLC 0.10% No change 974 $319K
Crestwood Advisors Group, LLC 0.01% Add +7.2% 974 $319K
NEOS Investment Management LLC 0.02% Reduce -1.5% 972 $319K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +175.6% 962 $315K
Sienna Gestion 0.03% — 960 $315K
World Equity Group, Inc. 0.06% Reduce -0.2% 944 $310K
Sciencast Management LP 0.19% New 935 $307K
SteelPeak Wealth, LLC 0.02% New 933 $306K
Deerfield Management Company, L.P. 0.01% New 915 $300K
Bleakley Financial Group, LLC 0.01% Add +2.7% 913 $299K
Baron Wealth Management LLC 0.16% No change 906 $297K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -2.7% 903 $296K
Principal Securities, Inc. 0.01% Add +24.4% 902 $296K
Simplicity Wealth,LLC 0.01% New 900 $295K
Callahan Advisors, LLC 0.03% No change 887 $291K
Stratos Wealth Partners, LTD. 0.00% Reduce -14.8% 881 $289K
Parallax Volatility Advisers, L.P. 0.01% Reduce -75.4% 880 $289K
Continental Investors Services, Inc. 0.68% No change 894 $286K
Ellevest, Inc. 0.02% New 869 $285K
Summit Creek Advisors LLC 0.04% New 868 $285K
Enterprise Financial Services Corp 0.17% Reduce -4.9% 867 $284K
Bridgefront Capital, LLC 0.22% New 864 $283K
Prudential PLC 0.00% Reduce -83.3% 864 $283K
EFG Asset Management (Americas) Corp. 0.09% Reduce -26.9% 853 $280K
Washington Trust Advisors, Inc. 0.03% Reduce -32.0% 850 $279K
Trust Asset Management LLC 0.02% No change 849 $278K
Lincoln National Corp. 0.00% New 847 $278K
Wintrust Investments LLC 0.02% Reduce -6.1% 844 $277K
Oarsman Capital, Inc. 0.07% Reduce -2.0% 839 $275K
Fairhaven Wealth Management, LLC 0.09% No change 835 $274K
One Wealth Management Investment & Advisory Services, LLC 0.11% New 824 $270K
RMR Wealth Builders 0.03% No change 818 $268K
Keel Point, LLC 0.03% Reduce -19.0% 816 $268K
Riverview Trust Co 0.20% No change 805 $264K
Kornitzer Capital Management Inc. 0.00% Reduce -5.8% 805 $264K
Allianz SE 0.01% — 799 $262K
Americana Partners, LLC 0.02% New 796 $261K
Ameritas Investment Partners, Inc. 0.01% No change 792 $260K
Cigna Investments Inc. 0.05% Reduce -2.6% 790 $259K
Tectonic Advisors LLC 0.02% New 771 $253K
Wrapmanager Inc. 0.07% Add +0.8% 768 $252K
Huntington National Bank 0.00% Add +718.3% 761 $250K
GeoWealth Management, LLC 0.01% New 761 $250K
Corton Capital Inc. 0.09% Reduce -44.2% 750 $246K
First Nebraska Trust Co 0.03% No change 750 $246K
Aspiriant, LLC 0.01% Add +0.7% 741 $243K
Federation des caisses Desjardins du Quebec 0.00% No change 801 $240K
SVB Wealth LLC 0.01% New 732 $240K
Ironwood Investment Management LLC 0.12% Reduce -10.0% 727 $238K
Great Valley Advisor Group, Inc. 0.01% New 716 $235K
SageView Advisory Group, LLC 0.01% Reduce -48.7% 714 $234K
Gibbs Wealth Management 0.13% — 713 $234K
GAMMA Investing LLC 0.05% Add +42.0% 706 $232K
Jump Financial, LLC 0.01% New 702 $230K
Atria Wealth Solutions, Inc. 0.00% New 698 $229K
E Fund Management Co., Ltd. 0.01% Reduce -10.5% 684 $224K
Virtue Capital Management, LLC 0.04% Reduce -12.7% 706 $223K
Knollwood Investment Advisory, LLC 0.04% New 670 $220K
Swiss Life Asset Management Ltd 0.00% Reduce -93.4% 661 $217K
Avantax Advisory Services, Inc. 0.00% New 660 $216K
Ipswich Investment Management Co., Inc. 0.05% New 655 $215K
Patton Fund Management, Inc. 0.04% New 655 $215K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +442.5% 651 $213K
Nicolet Bankshares Inc. 0.04% New 649 $213K
Mgo One Seven LLC 0.01% New 644 $211K
Syon Capital LLC 0.02% New 642 $211K
West Bancorporation Inc. 0.14% New 639 $210K
Marshall Financial Group, LLC 0.06% New 639 $210K
Checchi Capital Advisers, LLC 0.02% New 638 $209K
Angeles Investment Advisors, LLC 0.01% New 638 $209K
Benjamin F. Edwards & Company, Inc. 0.00% Add +3.1% 631 $207K
Aerodigm Wealth, LLC 0.08% New 631 $207K
Premier Path Wealth Partners, LLC 0.04% New 629 $206K
Symmetry Partners, LLC 0.02% New 624 $205K
Commerzbank Aktiengesellschaft 0.01% New 624 $205K
Clarius Group, LLC 0.01% New 624 $205K
Evergreen Capital Management LLC 0.01% New 620 $203K
Gsa Capital Partners LLP 0.02% New 619 $203K
Westpac Banking Corp. 0.01% Reduce -8.6% 598 $196K
Avior Wealth Management, LLC 0.01% Add +59100.0% 592 $194K
Quadrant Capital Group LLC 0.01% Reduce -8.8% 562 $184K
Whittier Trust Co. 0.00% Add +17.6% 561 $184K
Badgley Phelps Wealth Managers, LLC 0.00% New 536 $176K
Whittier Trust Co. of Nevada Inc. 0.01% No change 534 $175K
First Horizon Advisors, Inc. 0.01% Add +154.2% 521 $171K
Acropolis Investment Management, LLC 0.01% Reduce -0.2% 520 $171K
Farther Finance Advisors, LLC 0.01% Add +18.1% 497 $159K
Smartleaf Asset Management LLC 0.03% Add +67.0% 471 $154K
Parallel Advisors, LLC 0.00% Add +1.3% 466 $153K
AlphaQuest LLC 0.03% Reduce -71.0% 454 $149K
Optimum Investment Advisors 0.07% No change 450 $148K
CENTRAL TRUST Co 0.00% No change 447 $147K
JCIC Asset Management Inc. 0.06% Add +15.8% 439 $144K
Boit C F David 0.08% No change 500 $142K
Castleview Partners, LLC 0.08% Add +0.2% 428 $140K
Harbour Investments, Inc. 0.00% Reduce -2.3% 376 $123K
WASHINGTON TRUST Co 0.00% No change 363 $119K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 362 $119K
Quent Capital, LLC 0.01% Add +1.8% 349 $114K
Park Place Capital Corp 0.04% Reduce -19.0% 345 $113K
Lanark Financial, Inc. 0.01% Add +1.2% 342 $112K
CNB Bank 0.05% Reduce -11.0% 341 $112K
CoreCap Advisors, LLC 0.01% New 326 $107K
Barrett & Company, Inc. 0.05% Reduce -43.4% 323 $106K
Pinnacle Bancorp, Inc. 0.03% No change 322 $106K
Global Retirement Partners, LLC 0.00% Add +3.3% 316 $104K
Avondale Wealth Management 0.07% No change 300 $98K
Alta Advisers Ltd 0.05% No change 300 $98K
Benjamin Edwards Inc. 0.02% Add +3.9% 293 $96K
Y.D. More Investments Ltd 0.02% Reduce -70.0% 280 $92K
DHJJ Financial Advisors, Ltd. 0.04% No change 271 $89K
IFP Advisors, Inc 0.00% Add +4.0% 261 $86K
AdvisorNet Financial, Inc 0.01% Add +353.6% 254 $83K
MCF Advisors LLC 0.01% No change 251 $82K
Avalon Trust Co 0.01% No change 250 $82K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -29.6% 231 $76K
Venturi Wealth Management, LLC 0.00% Reduce -20.4% 223 $73K
Osterweis Capital Management Inc. 0.00% New 211 $69K
Concourse Financial Group Securities, Inc. 0.00% Add +2.5% 208 $68K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.0% 202 $66K
AM Squared Ltd 0.21% New 200 $66K
Orion Capital Management LLC 0.03% No change 200 $66K
Heritage Wealth Advisors 0.00% No change 200 $66K
Lindbrook Capital, LLC 0.01% Add +47.2% 187 $61K
Tobam 0.01% Reduce -64.3% 184 $60K
Glass Jacobson Investment Advisors llc 0.02% New 175 $57K
Tsfg, LLC 0.01% No change 175 $57K
Allworth Financial LP 0.00% Add +26.7% 171 $56K
EverSource Wealth Advisors, LLC 0.00% Reduce -13.4% 193 $55K
Friedenthal Financial 0.03% New 154 $51K
Sandy Spring Bank 0.00% No change 147 $48K
China Universal Asset Management Co., Ltd. 0.01% No change 133 $44K
Crewe Advisors LLC 0.00% New 125 $41K
Planning Capital Management Corp 0.03% Reduce -0.8% 121 $40K
Evermay Wealth Management LLC 0.01% Reduce -0.8% 120 $39K
Zions Bancorporation, N.A. 0.00% Add +4.4% 119 $39K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +100.0% 116 $38K
Pin Oak Investment Advisors Inc. 0.04% No change 114 $37K
Smithfield Trust Co 0.00% Add +3.5% 117 $37K
Abound Wealth Management 0.01% Reduce -1.8% 112 $37K
Duncker Streett & Co. Inc. 0.01% No change 101 $33K
MV Capital Management, Inc. 0.00% Reduce -1.0% 100 $33K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 100 $33K
CVA Family Office, LLC 0.01% Add +29.3% 97 $32K
Assetmark, Inc. 0.00% Reduce -4.2% 91 $30K
Quarry LP 0.01% Reduce -59.7% 83 $27K
Rothschild Investment LLC 0.00% Add +124.3% 83 $27K
Valley National Advisers Inc. 0.00% Add +28.8% 85 $27K
Operose Advisors LLC 0.01% Reduce -59.0% 78 $26K
Bank of New Hampshire 0.01% No change 75 $25K
Jones Financial Companies LLLP 0.00% New 75 $25K
Colonial Trust Co / SC 0.00% Add +29.1% 71 $23K
Rise Advisors, LLC 0.01% Add +288.9% 70 $23K
Cedar Wealth Management, LLC 0.01% No change 70 $23K
ICA Group Wealth Management, LLC 0.00% No change 70 $23K
Private Trust Co. NA 0.00% Reduce -8.2% 67 $22K
Mather Group, Llc. 0.00% New 80 $22K
Clearstead Advisors, LLC 0.00% Add +900.0% 80 $22K
Moser Wealth Advisors, LLC 0.01% No change 65 $21K
Activest Wealth Management 0.01% New 63 $21K
Harbor Investment Advisory, LLC 0.00% No change 63 $21K
Balefire, LLC 0.01% Add +14.8% 62 $20K
Global X Japan Co., Ltd. 0.00% Reduce -18.4% 62 $20K
Spire Wealth Management 0.00% Reduce -30.2% 60 $20K
Prestige Wealth Management Group LLC 0.00% Add +32.5% 53 $17K
Blue Trust, Inc. 0.00% Reduce -34.6% 53 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% — 52 $17K
Cornerstone Planning Group LLC 0.01% Reduce -20.8% 57 $16K
GHP Investment Advisors, Inc. 0.00% No change 50 $16K
Farmers & Merchants Investments Inc. 0.00% No change 48 $16K
Bogart Wealth, LLC 0.00% No change 47 $15K
Covestor Ltd 0.01% Reduce -82.4% 42 $14K
Fortitude Family Office, LLC 0.01% No change 40 $13K
TFC Financial Management, Inc. 0.00% Add +2.6% 40 $13K
LGT Financial Advisors LLC 0.01% No change 38 $12K
Nemes Rush Group LLC 0.00% No change 35 $11K
TCTC Holdings, LLC 0.00% New 34 $11K
GW&K Investment Management, LLC 0.00% Add +3.0% 34 $11K
Kiely Wealth Advisory Group, Inc. 0.01% No change 35 $11K
Independence Bank of Kentucky 0.00% No change 33 $11K
Bell Investment Advisors, Inc 0.00% Add +60.0% 32 $10K
Cape Investment Advisory, Inc. 0.00% No change 32 $10K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 32 $10K
Lowe Wealth Advisors, LLC 0.00% No change 30 $10K
State of Wyoming 0.00% Reduce -82.0% 30 $10K
Front Row Advisors LLC 0.00% New 27 $9K
Eagle Bay Advisors LLC 0.01% Reduce -10.7% 25 $8K
Plato Investment Management Ltd 0.00% Reduce -71.9% 25 $8K
BNP Paribas 0.00% — 25 $8K
Credential Qtrade Securities Inc. 0.00% No change 24 $8K
Brown Shipley& Co Ltd 0.00% New 22 $7K
Financial Connections Group, Inc. 0.01% New 19 $7K
Financial Management Professionals, Inc. 0.00% No change 20 $7K
TrinityBridge Ltd 0.00% No change 20 $7K
Toth Financial Advisory Corp. 0.00% Reduce -23.1% 20 $7K
Arax Advisory Partners 0.00% No change 20 $7K
Cambridge Trust Co. 0.00% No change 20 $7K
Bear Mountain Capital, Inc. 0.00% No change 20 $6K
Montag A & Associates Inc. 0.00% Add +500.0% 18 $6K
Voisard Asset Management Group, Inc. 0.00% No change 17 $6K
Atticus Wealth Management, LLC 0.00% No change 17 $6K
Versant Capital Management, Inc 0.00% Add +6.3% 17 $6K
Investors Research Corp 0.00% No change 17 $6K
ORG Partners LLC 0.01% Reduce -93.0% 17 $5K
WealthCollab, LLC 0.00% No change 16 $5K
Red Tortoise LLC 0.00% No change 16 $5K
Raleigh Capital Management Inc. 0.00% Add +433.3% 16 $5K
Archer Investment Corp 0.00% Reduce -15.8% 16 $5K
Janiczek Wealth Management, LLC 0.00% No change 16 $5K
City State Bank 0.00% No change 14 $5K
Princeton Global Asset Management LLC 0.00% No change 15 $5K
St Germain D J Co. Inc. 0.00% No change 15 $5K
Private Wealth Management Group, LLC 0.00% Add +16.7% 14 $5K
Nvwm, LLC 0.00% Add +30.0% 13 $4K
Manchester Capital Management LLC 0.00% Add +116.7% 13 $4K
JFS Wealth Advisors, LLC 0.00% Add +30.0% 13 $4K
Asset Dedication, LLC 0.00% No change 12 $4K
Kelly Lawrence W & Associates Inc. 0.00% New 12 $4K
Meeder Asset Management Inc. 0.00% New 12 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +175.0% 11 $4K
Adirondack Trust Co. 0.00% No change 10 $3K
Coston, McIsaac & Partners 0.00% No change 12 $3K
Capital Advisors, Ltd. LLC 0.00% Add +11.1% 10 $3K
ClariVest Asset Management LLC 0.00% Add +100.0% 8 $3K
Lummis Asset Management, LP 0.00% No change 8 $3K
Scarborough Advisors, LLC 0.00% Add +60.0% 8 $3K
Raffa Wealth Management, LLC 0.00% No change 8 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 8 $3K
RFP Financial Group LLC 0.00% New 7 $2K
Dunhill Financial, LLC 0.00% Add +16.7% 7 $2K
Avion Wealth 0.00% Add +66.7% 5 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 6 $2K
Pineridge Advisors LLC 0.00% Reduce -84.4% 5 $2K
Key Financial Inc 0.00% No change 5 $2K
SJS Investment Consulting Inc. 0.00% Add +66.7% 5 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $2K
First Manhattan Co. Llc. 0.00% No change 5 $2K
Colonial Trust Advisors 0.00% Reduce -50.0% 4 $1K
Transamerica Financial Advisors, LLC 0.00% New 1 $1K
Penserra Capital Management LLC 0.00% Reduce -98.2% 6 $1K
Solstein Capital, LLC 0.00% No change 3 $984
WR Wealth Planners, LLC 0.00% New 3 $984
Carolinas Wealth Consulting LLC 0.00% New 3 $984
Frank, Rimerman Advisors LLC 0.00% New 3 $984
Anchor Investment Management, LLC 0.00% New 3 $984
Sound Income Strategies, LLC 0.00% No change 3 $984
GoalVest Advisory LLC 0.00% New 2 $656
True Wealth Design, LLC 0.00% Add +100.0% 2 $656
Gradient Investments LLC 0.00% Reduce -33.3% 2 $656
Sachetta, LLC 0.00% No change 2 $548
Bruce G. Allen Investments, LLC 0.00% Reduce -66.7% 1 $328
Anfield Capital Management, LLC 0.00% New 1 $328
Core Alternative Capital 0.00% Reduce -94.7% 1 $328
Hexagon Capital Partners LLC 0.00% New 1 $328
Rakuten Securities, Inc. 0.00% New 1 $328
WestEnd Advisors, LLC 0.00% No change 1 $328
FRG Family Wealth Advisors LLC 0.00% New 1 $282

"% of holder's portfolio" is ALGN's weight in each manager's 13F, not the share of Align Technology Inc. the manager owns.