Align TechnologyALGN

13F holders, Q2 2025 (June 30)
704holders +12
103new positions
90sold out
10famous investors
$189.32avg. 13F price*

At the end of Q2 2025, 704 institutions reported holding Align Technology Inc. (ALGN) in their 13F filings, up 12 from Q1 2025. 103 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($970.7M) and State Street Corp. ($554.2M). 10 famous investors held it, including Francois Rochon (0.3% of Giverny Capital's portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Israel Englander (0.1% 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions103$550.4M
Exits90$126.7M

All 13F filers, Q1 2025 → Q2 2025: 7,267,724 shares bought and 6,629,861 shares sold, net +637,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 704 holders

Vanguard Group Inc. 0.03% Reduce -2.4% 8,243,065 $1.6B
BlackRock, Inc. 0.02% Reduce -13.6% 5,127,244 $970.7M
State Street Corp. 0.02% Reduce -2.2% 2,927,382 $554.2M
Wellington Management Group LLP 0.07% Add +6.6% 2,165,483 $410.0M
Ninety One UK Ltd 0.85% Reduce -1.1% 1,916,309 $362.8M
T. Rowe Price Investment Management, Inc. 0.22% Add +1.0% 1,842,250 $348.8M
Geode Capital Management, LLC 0.02% Reduce -3.9% 1,784,726 $336.5M
Citadel Advisors 0.28% Add +3.9% 1,673,552 $316.9M
Capital International Investors 0.05% New 1,616,980 $306.1M
FMR LLC 0.01% Add +19.8% 1,344,249 $254.5M
Capital World Investors 0.04% Add +3.6% 1,296,910 $245.5M
JPMorgan Chase & Co. 0.01% Add +35.8% 1,119,512 $212.0M
Invesco Ltd. 0.04% Reduce -10.6% 1,089,976 $206.4M
Federated Hermes, Inc. 0.33% Add +31.0% 926,733 $175.5M
Disciplined Growth Investors Inc. 3.06% Add +0.9% 844,987 $160.0M
Norges Bank 0.02% Reduce -6.6% 820,243 $155.3M
Kayne Anderson Rudnick Investment Management LLC 0.37% Add +41.2% 815,292 $154.4M
Navera Investment Management Ltd. 2.71% Add +3.0% 787,559 $149.1M
Bank of America Corp. 0.01% Add +68.7% 786,637 $148.9M
Morgan Stanley 0.01% Reduce -8.2% 763,869 $144.6M
Millennium Management 0.13% Reduce -16.0% 753,489 $142.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -9.9% 749,768 $142.0M
Bank of New York Mellon Corp 0.03% Reduce -27.9% 702,954 $133.1M
Senvest Management, LLC 4.44% Reduce -4.3% 699,918 $132.5M
Northern Trust Corp. 0.02% Reduce -2.4% 662,799 $125.5M
Nuveen, LLC 0.03% Add +15.3% 649,615 $123.0M
Nordea Investment Management AB 0.11% Add +94.5% 638,341 $121.1M
Goldman Sachs Group Inc. 0.02% Add +19.1% 567,192 $107.4M
DAVENPORT & Co LLC 0.58% Reduce -6.3% 555,269 $104.9M
Mackenzie Financial Corp. 0.14% Add +29.2% 550,797 $104.3M
AQR Capital Management 0.08% Add +31.6% 532,145 $100.7M
Jacobs Levy Equity Management, Inc. 0.38% Reduce -30.4% 512,952 $97.1M
Bares Capital Management, Inc. 9.42% Reduce -4.7% 512,344 $97.0M
Allianz Asset Management GmbH 0.13% Reduce -7.8% 510,710 $96.7M
Charles Schwab Investment Management Inc. 0.02% Add +0.7% 501,763 $95.0M
Braidwell LP 4.50% Reduce -6.4% 496,730 $94.0M
Macquarie Group Ltd. 0.11% Reduce -14.4% 492,457 $93.2M
Hawk Ridge Capital Management LP 3.62% Add +26.0% 457,731 $86.7M
ArrowMark Colorado Holdings LLC 1.44% Add +295.5% 422,463 $80.0M
Swedbank AB 0.09% Add +0.7% 420,727 $79.7M
Deutsche Bank AG 0.03% Reduce -17.1% 407,734 $77.2M
Victory Capital Management Inc. 0.05% Add +25.7% 406,247 $76.9M
Employees Provident Fund Board 0.65% No change 395,688 $74.9M
Brown Advisory Inc. 0.09% Reduce -11.0% 349,899 $66.2M
Dimensional Fund Advisors LP 0.01% Reduce -6.1% 337,334 $63.9M
Legal & General Group Plc 0.02% Reduce -22.1% 330,612 $62.6M
Thrivent Financial for Lutherans 0.14% Add +17.1% 321,897 $60.9M
Keybank National Association 0.23% Add +0.1% 320,037 $60.6M
Resona Asset Management Co.,Ltd. 0.29% Add +2.2% 315,518 $59.7M
Artisan Partners Limited Partnership 0.08% New 290,819 $55.1M
Man Group plc 0.12% Reduce -19.3% 283,580 $53.7M
Janus Henderson Group PLC 0.03% Reduce -65.5% 280,787 $53.2M
ExodusPoint Capital Management, LP 0.62% Reduce -16.4% 266,821 $50.5M
Barclays PLC 0.02% Reduce -8.4% 264,299 $50.0M
UBS Group AG 0.01% Reduce -15.2% 261,399 $49.5M
Amundi 0.02% Reduce -22.3% 251,090 $49.5M
Citigroup Inc. 0.03% Reduce -4.4% 245,210 $46.4M
Wells Fargo & Company 0.01% Add +25.4% 232,572 $44.0M
Frontier Capital Management Co. LLC 0.39% Reduce -7.5% 224,025 $42.4M
Factory Mutual Insurance Co. 0.46% Add +8.6% 220,293 $41.7M
Artemis Investment Management LLP 0.52% New 213,660 $40.5M
Riverbridge Partners LLC 0.65% Reduce -6.1% 213,575 $40.4M
Swiss National Bank 0.02% Add +5.3% 210,600 $39.9M
Hudson Bay Capital Management LP 0.29% New 205,067 $38.8M
Alliancebernstein L.P. 0.01% Add +60.7% 190,331 $36.0M
Marathon Asset Management Ltd 1.15% Reduce -1.3% 189,319 $35.8M
Alyeska Investment Group, L.P. 0.12% No change 180,000 $34.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +8.1% 177,746 $33.7M
Qube Research & Technologies Ltd 0.04% Add +5.6% 165,163 $31.3M
Massachusetts Financial Services Co. 0.01% Add +51.3% 165,143 $31.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.27% Reduce -7.1% 162,704 $30.8M
Provident Investment Management, Inc. 2.63% Add +6.1% 162,313 $30.7M
TD Asset Management Inc 0.03% Reduce -4.7% 162,290 $30.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +27.0% 161,811 $30.6M
Russell Investments Group, Ltd. 0.04% Reduce -4.0% 161,785 $30.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Add +6.3% 161,407 $30.6M
Royal Bank of Canada 0.01% Reduce -9.3% 160,419 $30.4M
Susquehanna International Group, LLP 0.05% Reduce -12.7% 156,727 $29.7M
Worldquant Millennium Advisors LLC 0.15% Reduce -43.1% 156,219 $29.6M
Bellevue Group AG 0.63% Reduce -0.1% 150,787 $28.5M
CIBC Private Wealth Group LLC 0.05% Reduce -2.5% 148,997 $28.2M
Robeco Institutional Asset Management B.V. 0.04% Add +286.2% 144,189 $27.3M
Ninety One North America, Inc. 1.29% Add +46.5% 139,133 $26.3M
Raymond James Financial Inc. 0.01% Reduce -37.7% 136,907 $25.9M
Rhumbline Advisers 0.02% Reduce -7.1% 136,622 $25.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +0.8% 132,296 $25.0M
Tredje AP-fonden 0.20% Add +13.9% 131,232 $24.8M
HSBC Holdings PLC 0.02% Reduce -13.3% 129,127 $24.4M
Polar Asset Management Partners Inc. 0.82% Reduce -6.1% 128,622 $24.4M
Verition Fund Management LLC 0.14% Reduce -15.3% 125,654 $23.8M
Ameriprise Financial Inc. 0.01% Add +458.3% 124,034 $23.5M
California Public Employees Retirement System 0.01% Add +1.4% 122,074 $23.1M
California State Teachers Retirement System 0.02% Add +1.9% 115,921 $21.9M
Argent Capital Management LLC 0.61% Add +163.3% 113,417 $21.5M
Clarkston Capital Partners, LLC 0.45% Add +17.3% 112,365 $21.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -12.8% 105,231 $19.9M
Woodline Partners LP 0.10% Add +72.6% 104,028 $19.7M
Country Trust Bank 0.44% Add +0.5% 103,168 $19.5M
T. Rowe Price Associates Inc. 0.00% Add +0.4% 101,651 $19.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +68.7% 93,157 $17.6M
First Trust Advisors LP 0.01% Add +201.7% 88,270 $16.7M
Capital Fund Management S.A. 0.18% Add +92.6% 85,462 $16.2M
C WorldWide Group Holding A/S 0.21% No change 83,428 $15.8M
Envestnet Asset Management Inc. 0.00% Add +6.5% 82,712 $15.7M
BNP Paribas Financial Markets 0.01% Reduce -72.6% 78,766 $14.9M
Canada Pension Plan Investment Board 0.01% Reduce -15.1% 78,708 $14.9M
Trexquant Investment LP 0.17% Reduce -31.9% 78,408 $14.8M
SRS Investment Management, LLC 0.15% New 75,179 $14.2M
State Board of Administration of Florida Retirement System 0.03% Add +0.7% 74,356 $14.1M
Principal Financial Group Inc. 0.01% Reduce -7.2% 74,309 $14.1M
Vident Advisory, LLC 0.16% Add +15.9% 74,290 $14.1M
US Bancorp \de 0.02% Reduce -6.1% 73,121 $13.8M
Sei Investments Co. 0.02% Reduce -20.3% 71,813 $13.6M
Portolan Capital Management, LLC 0.80% New 67,739 $12.8M
Rhenman & Partners Asset Management AB 1.59% Add +60.2% 66,500 $12.6M
Distillate Capital Partners LLC 0.65% Reduce -6.3% 63,689 $12.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +189.1% 63,501 $12.0M
Gotham Asset Management 0.07% Add +43.4% 60,251 $11.4M
National Bank of Canada 0.01% Reduce -8.6% 59,437 $11.3M
FIL Ltd 0.01% Reduce -9.4% 58,980 $11.2M
Candriam S.C.A. 0.06% Add +32.9% 58,426 $11.1M
Silvercrest Asset Management Group LLC 0.07% Add +1478.6% 56,245 $10.6M
Aviva PLC 0.02% Add +3.2% 54,523 $10.3M
Voloridge Investment Management, LLC 0.04% Reduce -63.4% 53,983 $10.2M
Ieq Capital, LLC 0.06% Add +24.7% 53,802 $10.2M
Acadian Asset Management LLC 0.02% Reduce -57.8% 53,712 $10.2M
Cambiar Investors LLC 0.42% New 52,988 $10.0M
Fisher Asset Management 0.00% Reduce -8.1% 52,891 $10.0M
Laurus Global Equity Management Inc. 6.49% No change 52,455 $9.9M
Carmignac Gestion 0.15% Reduce -7.6% 52,453 $9.9M
Landscape Capital Management, L.L.C. 0.77% Reduce -5.3% 51,782 $9.8M
Schaper Benz & Wise Investment Counsel Inc. 0.74% Reduce -2.8% 51,233 $9.7M
New York State Teachers Retirement System 0.02% Reduce -0.9% 51,127 $9.7M
Empowered Funds, LLC 0.11% Add +3811.7% 50,500 $9.6M
Jane Street Group, LLC 0.01% Add +659.0% 47,223 $8.9M
Giverny Capital 0.30% Add +2.7% 46,358 $8.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% New 45,026 $8.5M
Brevan Howard Capital Management LP 0.09% Add +2119.1% 43,517 $8.2M
Edgestream Partners, L.P. 0.23% Add +9.3% 42,944 $8.1M
Bank of Montreal 0.00% Reduce -34.6% 41,489 $7.9M
Pictet Asset Management Holding SA 0.01% Reduce -2.6% 41,003 $7.8M
Prudential Financial Inc. 0.01% Reduce -23.1% 39,981 $7.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.9% 39,820 $7.5M
Stifel Financial Corp. 0.01% Add +2.8% 38,789 $7.3M
Capital International Sarl 0.14% New 38,463 $7.3M
HRT Financial LP 0.03% Add +158.3% 38,107 $7.2M
Palo Alto Investors LP 1.52% No change 37,772 $7.2M
State of Wisconsin Investment Board 0.02% Reduce -5.8% 37,706 $7.1M
New York State Common Retirement Fund 0.01% Reduce -3.6% 37,324 $7.1M
W1M Asset Management Ltd 0.52% Reduce -52.9% 36,506 $6.9M
Quantinno Capital Management LP 0.03% Add +322.1% 36,211 $6.9M
LPL Financial LLC 0.00% Add +15.3% 35,990 $6.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.3% 35,989 $6.8M
APG Asset Management N.V. 0.02% Add +4.5% 41,617 $6.7M
Blair William & Co. 0.02% Reduce -52.5% 34,979 $6.6M
Aberdeen Group plc 0.01% Add +21.1% 34,948 $6.6M
American Century Companies Inc. 0.00% Reduce -21.4% 34,898 $6.6M
Park State Asset Management 4.10% Reduce -5.7% 33,774 $6.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -40.8% 33,510 $6.3M
North Growth Management Ltd. 1.16% No change 33,000 $6.2M
WINTON GROUP Ltd 0.31% New 32,547 $6.2M
Asset Management One Co., Ltd. 0.02% Add +2.9% 32,533 $6.2M
2Xideas AG 1.06% Reduce -18.3% 32,429 $6.1M
Illinois Municipal Retirement Fund 0.08% Add +5.7% 32,265 $6.1M
Invenomic Capital Management LP 0.35% Add +43.0% 32,187 $6.1M
Twin Tree Management, LP 0.15% Add +61.5% 32,177 $6.1M
Treasurer of the State of North Carolina 0.02% Reduce -6.6% 32,019 $6.1M
Walleye Trading LLC 0.15% Add +2.8% 31,826 $6.0M
National Philanthropic Trust 0.08% No change 31,642 $6.0M
Royal London Asset Management Ltd. 0.01% Add +0.3% 31,629 $6.0M
Korea Investment CORP 0.01% Add +81.0% 31,327 $5.9M
Applied Fundamental Research, LLC 5.25% New 31,292 $5.9M
Geneva Capital Management LLC 0.10% Add +5.6% 31,210 $5.9M
Danske Bank A/S 0.01% Reduce -1.8% 30,823 $5.8M
California First Leasing Corp. 2.42% Add +45.6% 30,790 $5.8M
Toronto Dominion Bank 0.01% Reduce -9.7% 30,774 $5.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -3.0% 30,350 $5.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -83.0% 29,425 $5.7M
Assenagon Asset Management S.A. 0.01% Reduce -42.9% 29,455 $5.6M
Bank of Nova Scotia 0.01% Add +5.9% 28,271 $5.4M
Aware Super Pty Ltd as trustee of Aware Super 0.07% No change 26,703 $5.1M
Mn Services Vermogensbeheer B.V. 0.04% No change 26,538 $5.0M
AYAL Capital Advisors Ltd 2.68% New 26,000 $4.9M
KLP Kapitalforvaltning As 0.02% Add +1.7% 24,100 $4.6M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.5% 23,970 $4.5M
Capital International Ltd. 0.17% New 23,890 $4.5M
Ensign Peak Advisors, Inc 0.01% Reduce -22.2% 23,710 $4.5M
Nomura Asset Management Co. Ltd. 0.01% Add +10.1% 23,618 $4.5M
Neuberger Berman Group LLC 0.00% Reduce -76.4% 23,424 $4.4M
Algert Global LLC 0.09% Reduce -53.2% 23,176 $4.4M
Raiffeisen Bank International AG 0.06% Add +3.0% 23,197 $4.3M
Jackson Square Partners, LLC 1.60% Reduce -83.2% 22,836 $4.3M
AMF Tjanstepension AB 0.03% No change 22,492 $4.3M
Militia Capital Partners, LP 2.00% Reduce -3.0% 22,400 $4.2M
Caisse de depot et placement du Quebec 0.01% Add +67.4% 22,094 $4.2M
Public Employees Retirement System of Ohio 0.01% Reduce -5.4% 21,838 $4.1M
XTX Topco Ltd 0.16% Add +83.3% 21,003 $4.0M
Arizona State Retirement System 0.02% Reduce -0.9% 20,308 $3.8M
Y-Intercept (Hong Kong) Ltd 0.09% Add +584.7% 20,281 $3.8M
Cerity Partners LLC 0.01% Add +7.1% 20,271 $3.8M
Voya Investment Management LLC 0.00% Reduce -76.7% 18,945 $3.6M
Handelsbanken Fonder AB 0.01% Reduce -51.4% 18,900 $3.6M
Ossiam 0.04% Add +215.5% 18,863 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +1.8% 18,577 $3.5M
VELA Investment Management, LLC 1.04% Add +68.5% 18,540 $3.5M
State of Michigan Retirement System 0.02% Reduce -2.6% 18,500 $3.5M
Mariner, LLC 0.01% Add +103.4% 18,372 $3.5M
Weiss Asset Management LP 0.06% New 17,932 $3.4M
Banque Pictet & Cie SA 0.03% Add +20.4% 17,527 $3.3M
Franklin Resources Inc. 0.00% Add +115.6% 17,432 $3.3M
Swiss Life Asset Management Ltd 0.02% Add +7.0% 17,040 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +4.1% 16,711 $3.2M
Czech National Bank 0.02% Add +3.3% 16,654 $3.2M
Nomura Holdings Inc. 0.03% Add +649.6% 16,648 $3.2M
SG Americas Securities, LLC 0.01% Reduce -92.9% 16,537 $3.1M
Nisa Investment Advisors, LLC 0.01% Add +25.6% 16,430 $3.1M
Pinebridge Investments, L.P. 0.02% Reduce -51.0% 15,917 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +3.7% 15,840 $3.0M
Daiwa Securities Group Inc. 0.01% Add +50.1% 15,127 $2.9M
Sivik Global Healthcare LLC 1.27% New 15,000 $2.8M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 14,945 $2.8M
Retirement Systems of Alabama 0.01% Reduce -3.0% 14,621 $2.8M
DekaBank Deutsche Girozentrale 0.00% Add +0.1% 14,424 $2.7M
IFM Investors Pty Ltd 0.03% Add +1.8% 13,981 $2.6M
Vontobel Holding Ltd. 0.01% Reduce -45.6% 13,741 $2.6M
Modera Wealth Management, LLC 0.03% Reduce -11.0% 13,653 $2.6M
Creative Planning 0.00% Add +15.6% 13,631 $2.6M
Forsta Ap-Fonden 0.02% No change 13,600 $2.6M
Cwm, LLC 0.01% Add +43.7% 13,271 $2.5M
Amalgamated Bank 0.02% Reduce -8.9% 13,170 $2.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +16.3% 12,971 $2.5M
Ascent Group, LLC 0.10% Add +11.0% 12,960 $2.5M
Washington Trust Advisors, Inc. 0.20% Add +971.7% 12,914 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +31.6% 12,910 $2.4M
Comerica Bank 0.01% Reduce -0.2% 12,900 $2.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% Add +40.9% 12,755 $2.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +9.5% 12,708 $2.4M
Jain Global LLC 0.04% New 12,701 $2.4M
DNB Asset Management AS 0.01% Add +3.1% 12,639 $2.4M
Capital International, Inc. 0.02% New 12,282 $2.3M
Azzad Asset Management Inc. 0.25% Reduce -29.8% 12,268 $2.3M
ProShare Advisors LLC 0.00% Add +9.3% 12,151 $2.3M
Heritage Investors Management Corp. 0.07% Reduce -3.8% 12,138 $2.3M
Corient Private Wealth LP 0.00% Add +13.7% 11,972 $2.3M
Utah Retirement Systems 0.02% Reduce -3.4% 11,967 $2.3M
KBC Group NV 0.01% Add +0.1% 11,774 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.3% 11,192 $2.2M
EFG Asset Management (North America) Corp. 0.31% Reduce -1.3% 11,599 $2.2M
Pacer Advisors, Inc. 0.01% Add +205.5% 11,057 $2.1M
DAFNA Capital Management LLC 0.58% No change 11,000 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -26.2% 10,997 $2.1M
UniSuper Management Pty Ltd 0.01% Reduce -6.1% 10,972 $2.1M
Fulcrum Capital LLC 0.44% Add +18.1% 10,966 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -19.3% 10,947 $2.1M
Generali Asset Management SPA SGR 0.05% Add +30.1% 10,764 $2.0M
Unison Advisors LLC 0.22% No change 10,576 $2.0M
Teacher Retirement System of Texas 0.01% Add +2.0% 10,571 $2.0M
Pathstone Holdings, LLC 0.01% Add +16.6% 10,530 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -4.0% 10,415 $2.0M
Captrust Financial Advisors 0.00% Add +12.4% 10,109 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -3.9% 9,977 $1.9M
Xponance LLC 0.02% Reduce -28.9% 9,943 $1.9M
CIBC Asset Management Inc 0.01% Reduce -8.1% 9,891 $1.9M
Achmea Investment Management B.V. 0.02% Reduce -14.3% 9,886 $1.9M
Engineers Gate Manager LP 0.02% Reduce -87.4% 9,652 $1.8M
Cetera Investment Advisers 0.00% Add +4.1% 9,451 $1.8M
New York Life Investment Management LLC 0.02% Reduce -1.2% 9,263 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -9.4% 9,168 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -12.0% 8,995 $1.7M
Rafferty Asset Management, LLC 0.01% Add +15.6% 8,987 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +0.4% 8,744 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -27.9% 8,724 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +11.3% 8,720 $1.7M
Cibc World Markets Corp. 0.01% Add +1.6% 8,633 $1.6M
Group One Trading LLC 0.05% Reduce -57.8% 8,579 $1.6M
Sit Investment Associates Inc. 0.03% No change 8,560 $1.6M
Skylands Capital, LLC 0.23% Reduce -0.6% 8,450 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -12.8% 8,336 $1.6M
South Dakota Investment Council 0.03% No change 8,306 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -4.4% 8,219 $1.6M
HighTower Advisors, LLC 0.00% Add +27.7% 8,214 $1.6M
Simplex Trading, LLC 0.04% Reduce -2.4% 8,147 $1.5M
Avanza Fonder AB 0.05% No change 8,132 $1.5M
Legacy Trust 0.37% Reduce -47.3% 7,883 $1.5M
OP Asset Management Ltd 0.02% Reduce -1.3% 7,859 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -4.3% 7,830 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -40.7% 7,750 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -6.8% 7,665 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +4.3% 7,590 $1.4M
Oddo BHF Asset Management Sas 0.05% Reduce -1.7% 7,581 $1.4M
PEAK6 LLC 0.05% Reduce -77.0% 7,553 $1.4M
NEOS Investment Management LLC 0.02% Add +81.6% 7,308 $1.4M
Schroder Investment Management Group 0.00% Add +10.9% 6,821 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -35.7% 6,793 $1.3M
STRS Ohio 0.00% Add +32.8% 6,638 $1.3M
HB Wealth Management, LLC 0.01% Add +16.9% 6,629 $1.3M
Public Employees Retirement Association of Colorado 0.00% Reduce -7.9% 6,615 $1.3M
Logan Capital Management Inc. 0.06% No change 6,430 $1.2M
Tema ETFs LLC 0.32% Add +107.3% 6,341 $1.2M
Fuller & Thaler Asset Management, Inc. 0.00% Add +37.4% 6,302 $1.2M
Scott Marsh Financial, LLC 0.44% — 6,252 $1.2M
ARK Investment Management 0.01% Add +3.7% 6,205 $1.2M
Bayesian Capital Management, LP 0.19% New 6,200 $1.2M
Mediolanum International Funds Ltd 0.01% Reduce -10.2% 6,204 $1.2M
Jump Financial, LLC 0.01% Reduce -91.6% 6,149 $1.2M
Capital Investment Advisors, LLC 0.02% Add +0.1% 6,073 $1.1M
iA Global Asset Management Inc. 0.02% New 6,066 $1.1M
Headlands Technologies LLC 0.14% Reduce -79.6% 6,050 $1.1M
GMO 0.00% Add +44.0% 5,992 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.7% 5,916 $1.1M
Guggenheim Capital LLC 0.01% Reduce -2.7% 5,728 $1.1M
iSAM Funds (UK) Ltd 0.23% New 5,584 $1.1M
NorthCoast Asset Management LLC 0.00% Reduce -14.9% 5,580 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Add +0.9% 5,495 $1.0M
Aquatic Capital Management LLC 0.02% New 5,438 $1.0M
Plato Investment Management Ltd 0.08% Add +88.0% 5,357 $1.0M
Alberta Investment Management Corp 0.01% Reduce -73.5% 5,300 $1.0M
Tower Research Capital LLC (TRC) 0.03% Add +133.0% 5,292 $1.0M
Systematic Alpha Investments, LLC 0.04% No change 5,266 $997K
Capital Group Investment Management Pte. LTD. 0.17% New 5,178 $980K
Public Sector Pension Investment Board 0.00% Reduce -46.8% 5,057 $957K
Tidal Investments LLC 0.01% Reduce -30.6% 5,053 $957K
Marex Group Ltd 0.02% Reduce -12.6% 5,039 $954K
Entropy Technologies, LP 0.08% New 5,005 $948K
Squarepoint Ops LLC 0.00% Reduce -97.0% 4,954 $938K
Hancock Whitney Corp. 0.02% New 4,936 $935K
Bank Pictet & Cie (Europe) AG 0.02% New 4,913 $930K
Liontrust Investment Partners LLP 0.01% No change 4,903 $928K
Osaic Holdings, Inc. 0.00% Add +0.3% 4,890 $926K
Nebula Research & Development LLC 0.08% Reduce -27.1% 4,891 $926K
Integrated Wealth Concepts LLC 0.01% Add +39.1% 4,848 $918K
Kentucky Retirement Systems 0.03% Reduce -6.2% 4,801 $909K
American Assets Inc. 0.31% Add +66.7% 5,000 $905K
Mizuho Securities USA LLC 0.02% — 4,711 $892K
Redmond Asset Management, LLC 0.21% Add +69.3% 4,689 $888K
Commonwealth Equity Services, LLC 0.00% Reduce -24.5% 4,663 $883K
Storebrand Asset Management As 0.00% Reduce -25.5% 4,591 $869K
Wealthfront Advisers LLC 0.00% Add +102.7% 4,588 $869K
Sterling Capital Management LLC 0.01% Add +142.1% 4,563 $864K
Alps Advisors Inc. 0.01% Reduce -12.0% 4,560 $863K
Walleye Capital LLC 0.01% Reduce -31.8% 4,555 $862K
Leonteq Securities AG 0.05% Reduce -77.9% 4,543 $860K
Balyasny Asset Management L.P. 0.00% Add +59.9% 4,516 $855K
Perbak Capital Partners LLP 0.19% Add +115.4% 4,499 $852K
Exchange Traded Concepts, LLC 0.01% Reduce -10.0% 4,435 $840K
Hillsdale Investment Management Inc. 0.03% Reduce -2.3% 4,290 $812K
Focus Partners Wealth 0.00% Add +39.6% 4,274 $809K
Truist Financial Corp. 0.00% Add +2.3% 4,227 $800K
Townsquare Capital LLC 0.08% Reduce -70.8% 4,221 $799K
Hartford Investment Management Co. 0.02% Reduce -5.2% 4,084 $773K
&partners 0.01% Add +56.0% 4,064 $770K
Ceeto Capital Group, LLC 0.26% New 4,000 $757K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -13.7% 3,988 $755K
Federation des caisses Desjardins du Quebec 0.00% Add +26.4% 3,975 $753K
Norinchukin Bank, The 0.01% Add +6.2% 3,954 $749K
M&T Bank Corp 0.00% Add +17.4% 3,893 $737K
Merit Financial Group, LLC 0.01% Add +33.4% 3,830 $725K
Prudential PLC 0.00% Add +70.5% 3,811 $722K
Avantax Advisory Services, Inc. 0.00% Add +18.0% 3,801 $720K
Gulf International Bank (UK) Ltd 0.03% No change 3,785 $716K
Apollon Wealth Management, LLC 0.01% Add +62.9% 3,719 $704K
Washington Capital Management, Inc. 0.52% No change 3,700 $701K
Two Sigma Securities, LLC 0.09% New 3,698 $700K
Louisiana State Employees Retirement System 0.01% Reduce -5.3% 3,600 $682K
Wormser Freres Gestion 0.40% Reduce -85.2% 3,588 $679K
Securian Asset Management, Inc. 0.02% Reduce -2.8% 3,521 $667K
Gibbs Wealth Management 0.13% Add +59.0% 3,507 $664K
Maryland State Retirement & Pension System 0.01% No change 3,503 $663K
Sequoia Financial Advisors, LLC 0.00% Add +153.2% 3,433 $650K
Mercer Global Advisors Inc. 0.00% Add +19.5% 3,425 $649K
Pallas Capital Advisors LLC 0.02% Add +12.3% 3,396 $643K
Capstone Investment Advisors, LLC 0.01% Reduce -24.7% 3,395 $643K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -78.6% 3,378 $640K
Natixis 0.00% Reduce -66.7% 3,362 $637K
Cinctive Capital Management LP 0.04% New 3,355 $635K
Cibc World Market Inc. 0.00% Add +6.6% 3,321 $629K
ING Groep NV 0.00% Reduce -92.7% 3,265 $618K
New Mexico Educational Retirement Board 0.02% No change 3,250 $615K
Orion Porfolio Solutions, LLC 0.01% Add +4.8% 3,161 $598K
Flagship Harbor Advisors, LLC 0.03% Reduce -2.3% 3,147 $596K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +5.1% 2,951 $559K
FORA Capital, LLC 0.06% New 2,927 $554K
E. Ohman J:or Asset Management AB 0.01% No change 2,900 $549K
Jefferies Financial Group Inc. 0.01% Reduce -59.4% 2,900 $549K
State of Wyoming 0.07% Reduce -48.6% 2,886 $546K
Lecap Asset Management Ltd. 0.19% Reduce -81.5% 2,825 $535K
MML Investors Services, LLC 0.00% Reduce -23.2% 2,818 $533K
Sumitomo Mitsui Financial Group, Inc. 0.01% New 2,800 $528K
Allworth Financial LP 0.00% Add +8.8% 2,782 $527K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +223.3% 2,706 $512K
Park Avenue Securities LLC 0.00% Add +11.2% 2,668 $505K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 2,662 $504K
Ostrum Asset Management 0.02% Reduce -1.2% 2,648 $501K
Laurion Capital Management LP 0.06% New 2,615 $495K
Fifth Third Bancorp 0.00% Reduce -28.7% 2,603 $493K
Empirical Finance, LLC 0.03% Add +0.7% 2,586 $490K
PAX Financial Group, LLC 0.09% Reduce -30.3% 2,518 $477K
Metis Global Partners, LLC 0.01% Reduce -25.7% 2,504 $474K
Catalyst Funds Management Pty Ltd 0.13% New 2,500 $473K
Focus Partners Advisor Solutions, LLC 0.01% New 2,483 $470K
LGT Group Foundation 0.01% Add +0.7% 2,481 $470K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +3.6% 2,469 $467K
Summit Trail Advisors, LLC 0.01% New 2,460 $466K
Picton Mahoney Asset Management 0.01% Add +1607.8% 2,425 $458K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.5% 2,372 $449K
Stephens Inc. 0.01% Reduce -24.4% 2,359 $447K
Crossmark Global Holdings, Inc. 0.01% Reduce -5.3% 2,342 $443K
Meiji Yasuda Life Insurance Co 0.01% No change 2,299 $435K
YHB Investment Advisors, Inc. 0.03% Reduce -21.0% 2,297 $435K
Lombard Odier Asset Management (USA) Corp 0.13% New 2,290 $434K
Bridgewater Associates 0.00% Reduce -23.8% 2,263 $428K
Sterling Investment Advisors, Ltd. 0.09% Reduce -13.2% 2,261 $428K
Coldstream Capital Management Inc. 0.01% Add +22.0% 2,228 $422K
Praxis Investment Management Inc. 0.03% Add +41.4% 2,220 $420K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.6% 2,173 $411K
Moody National Bank Trust Division 0.04% Reduce -5.0% 2,149 $407K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.2% 2,104 $398K
Renaissance Technologies 0.00% New 2,100 $398K
S&co Inc. 0.03% No change 2,093 $396K
Banque Cantonale Vaudoise 0.02% Reduce -9.9% 2,063 $391K
NorthCrest Asset Manangement, LLC 0.01% New 1,972 $388K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -6.5% 2,038 $386K
Versor Investments LP 0.07% Reduce -69.3% 2,022 $383K
LBMC Investment Advisors, LLC 0.03% Reduce -20.0% 2,000 $379K
AXA S.A. 0.00% Add +23.5% 1,952 $370K
Vega Investment Solutions 0.09% Reduce -6.3% 1,951 $369K
Beacon Investment Advisory Services, Inc. 0.02% New 1,948 $369K
Deerfield Management Company, L.P. 0.01% New 1,945 $368K
CTC Alternative Strategies, Ltd. 0.32% New 1,920 $364K
Wahed Invest LLC 0.05% Reduce -5.2% 1,864 $353K
Applied Finance Capital Management, LLC 0.02% New 1,864 $353K
SilverOak Wealth Management LLC 0.06% New 1,828 $346K
O'shaughnessy Asset Management, LLC 0.00% Add +4.5% 1,776 $336K
Wedmont Private Capital 0.01% Add +13.6% 1,665 $334K
M.E. Allison & Co., Inc. 0.27% Add +19.4% 1,750 $331K
Investment Management Corp of Ontario 0.00% Reduce -14.7% 1,742 $330K
Valeo Financial Advisors, LLC 0.01% New 1,727 $327K
GF Fund Management Co. LTD. 0.01% Reduce -0.7% 1,722 $326K
B. Metzler seel. Sohn & Co. AG 0.00% No change 1,719 $325K
Counterpoint Mutual Funds LLC 0.03% Reduce -15.6% 1,717 $325K
American Trust 0.03% New 1,705 $323K
Smith Group Asset Management, LLC 0.02% New 1,700 $322K
Lido Advisors, LLC 0.00% Add +5.6% 1,674 $317K
Callan Family Office, LLC 0.01% New 1,654 $313K
Quadrant Capital Group LLC 0.01% Add +367.2% 1,626 $308K
QRG Capital Management, Inc. 0.00% New 1,616 $306K
NewEdge Advisors, LLC 0.00% Add +519.8% 1,593 $302K
E Fund Management Co., Ltd. 0.01% Reduce -18.7% 1,588 $301K
Atria Investments, Inc 0.00% Add +4.9% 1,575 $298K
Mather Group, Llc. 0.00% Add +257.9% 1,564 $296K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 1,566 $296K
Private Wealth Partners, LLC 0.02% No change 1,560 $295K
Van Lanschot Kempen Investment Management N.V. 0.00% New 1,550 $293K
Ballentine Partners, LLC 0.00% New 1,548 $293K
Portside Wealth Group, LLC 0.04% New 1,546 $293K
MBB Public Markets I LLC 0.03% Reduce -18.0% 1,542 $292K
Synovus Financial Corp. 0.00% No change 1,517 $287K
Inspire Investing, LLC 0.03% Reduce -24.7% 1,515 $287K
Mufg Securities Americas Inc. 0.02% Add +21.5% 1,510 $286K
APG Asset Management US Inc. 0.00% No change 1,466 $285K
NJ State Employees Deferred Compensation Plan 0.03% No change 1,500 $284K
ZWJ Investment Counsel Inc. 0.01% No change 1,500 $284K
1832 Asset Management L.P. 0.00% New 1,498 $284K
Los Angeles Capital Management LLC 0.00% New 1,489 $282K
Vestcor Inc 0.01% Reduce -0.5% 1,470 $278K
GAMMA Investing LLC 0.02% Add +84.1% 1,458 $276K
Ninety One SA (Pty) Ltd 0.04% Reduce -52.2% 1,448 $274K
IFP Advisors, Inc 0.01% Add +5.7% 1,427 $270K
Essential Partners LLC 0.11% — 1,417 $268K
Gabelli Funds LLC 0.00% No change 1,400 $265K
Howland Capital Management LLC 0.01% No change 1,397 $264K
Mizuho Markets Cayman LP 0.02% Add +7.7% 1,396 $264K
Occudo Quantitative Strategies LP 0.03% Reduce -60.2% 1,390 $263K
Blalock Williams, LLC 0.26% Add +1.7% 1,356 $257K
Procyon Advisors, LLC 0.02% New 1,355 $257K
Brown, Lisle/Cummings, Inc. 0.07% No change 1,350 $256K
Nicolet Advisory Services, LLC 0.02% New 1,826 $249K
Lansforsakringar Fondforvaltning AB (publ) 0.00% No change 1,294 $245K
Graham Capital Management, L.P. 0.01% Reduce -75.4% 1,293 $245K
CI Investments Inc. 0.00% Reduce -3.6% 1,269 $240K
Moneco Advisors, LLC 0.02% Reduce -5.6% 1,243 $235K
Claret Asset Management Corp 0.03% New 1,235 $234K
Ethic Inc. 0.00% New 1,240 $234K
Crestwood Advisors Group, LLC 0.00% New 1,215 $230K
Magnetar Financial LLC 0.00% New 1,215 $230K
HighPoint Advisor Group LLC 0.01% Reduce -0.6% 1,211 $229K
Teza Capital Management LLC 0.17% Reduce -8.2% 1,204 $228K
Patton Fund Management, Inc. 0.05% New 1,200 $227K
Evanson Asset Management, LLC 0.01% New 1,200 $227K
Brighton Jones LLC 0.01% New 1,195 $226K
Motley Fool Asset Management LLC 0.01% New 1,185 $224K
Optas, LLC 0.04% New 1,151 $218K
Choreo, LLC 0.00% New 1,130 $214K
Maven Securities LTD 0.06% New 1,126 $213K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -28.5% 1,126 $213K
Voya Financial Advisors, Inc. 0.02% New 1,124 $212K
RDA Financial Network 0.06% Reduce -22.1% 1,108 $210K
Horizon Investments, LLC 0.00% Add +8.6% 1,106 $209K
Chiron Capital Management, LLC 0.18% New 1,100 $208K
Montanova Capital, LLC 0.01% New 1,100 $208K
Composition Wealth, LLC 0.00% New 1,095 $207K
Principal Securities, Inc. 0.00% Reduce -42.7% 1,078 $204K
Sivia Capital Partners, LLC 0.07% New 1,078 $204K
Vinva Investment Management Ltd 0.01% New 1,065 $201K
Piscataqua Savings Bank 0.17% Add +0.2% 1,047 $198K
Parallel Advisors, LLC 0.00% Add +66.0% 1,044 $198K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.9% 1,038 $197K
Trifecta Capital Advisors, LLC 0.03% Reduce -24.7% 1,006 $190K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.1% 1,005 $190K
First Eagle Investment Management, LLC 0.00% Reduce -24.6% 995 $188K
Siemens Fonds Invest GmbH 0.01% Add +19.4% 985 $186K
Bessemer Group Inc. 0.00% Add +37.0% 967 $183K
Signaturefd, LLC 0.00% Add +17.1% 961 $182K
Canada Post Corp Registered Pension Plan 0.01% New 948 $179K
TD Waterhouse Canada Inc. 0.00% No change 902 $175K
CX Institutional 0.01% Add +4.3% 896 $170K
Rexford Capital Inc. 0.13% — 800 $151K
Parkside Financial Bank & Trust 0.02% Reduce -8.4% 771 $146K
Huntington National Bank 0.00% Add +32.8% 745 $141K
Smartleaf Asset Management LLC 0.01% Add +16.7% 726 $137K
Jones Financial Companies LLLP 0.00% Reduce -42.9% 706 $133K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% Add +11.1% 700 $133K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 700 $133K
Covestor Ltd 0.07% Add +35.9% 670 $127K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -17.6% 668 $126K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.0% 656 $124K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.0% 643 $122K
Erste Asset Management GmbH 0.00% Reduce -92.4% 609 $115K
SBI Securities Co., Ltd. 0.00% Reduce -0.8% 590 $112K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 586 $111K
Icon Wealth Advisors, LLC 0.01% New 562 $106K
EverSource Wealth Advisors, LLC 0.00% Add +55.7% 531 $101K
Center for Financial Planning, Inc. 0.01% Add +133.5% 516 $98K
Brooklyn Investment Group 0.01% Add +147.3% 507 $96K
Brown Brothers Harriman & Co. 0.00% Add +33.5% 502 $95K
Boit C F David 0.05% No change 500 $95K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -53.4% 487 $92K
Assetmark, Inc. 0.00% Add +327.6% 449 $85K
First Horizon Advisors, Inc. 0.00% Reduce -40.3% 426 $81K
Whittier Trust Co. 0.00% No change 403 $76K
Clearstead Advisors, LLC 0.00% Add +130.7% 376 $71K
UMB Bank, n.a. 0.00% Reduce -0.8% 371 $70K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 362 $69K
Blue Trust, Inc. 0.00% Add +5.2% 325 $62K
Farther Finance Advisors, LLC 0.00% Add +42.2% 310 $59K
DHJJ Financial Advisors, Ltd. 0.02% No change 271 $51K
MAI Capital Management 0.00% Add +84.8% 255 $48K
NFSG Corp 0.01% No change 250 $47K
Wilmington Savings Fund Society, FSB 0.00% Add +58.2% 250 $47K
CENTRAL TRUST Co 0.00% No change 245 $46K
AdvisorNet Financial, Inc 0.00% Add +1.3% 240 $45K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -97.5% 215 $41K
Osterweis Capital Management Inc. 0.00% No change 211 $40K
MCF Advisors LLC 0.00% No change 209 $40K
Pinnacle Bancorp, Inc. 0.01% No change 204 $39K
MUFG Securities EMEA plc 0.00% New 201 $38K
Orion Capital Management LLC 0.01% No change 200 $38K
Arax Advisory Partners 0.00% Reduce -41.0% 23 $37K
CYBER HORNET ETFs LLC 0.03% New 188 $36K
Grove Bank & Trust 0.00% Reduce -3.7% 184 $35K
Cromwell Holdings LLC 0.02% Add +2900.0% 180 $34K
Park Place Capital Corp 0.01% Add +10.9% 173 $34K
Tsfg, LLC 0.01% No change 175 $33K
CVA Family Office, LLC 0.00% Add +47.7% 158 $30K
True Wealth Design, LLC 0.01% Add +7650.0% 155 $29K
Capital Advisors, Ltd. LLC 0.00% Add +0.7% 153 $29K
Optimum Investment Advisors 0.01% Reduce -66.7% 150 $28K
Rothschild Investment LLC 0.00% Add +140.3% 149 $28K
Larson Financial Group LLC 0.00% Add +272.5% 149 $28K
Harbour Investments, Inc. 0.00% Reduce -1.4% 143 $27K
Global Retirement Partners, LLC 0.00% — 136 $26K
China Universal Asset Management Co., Ltd. 0.00% No change 133 $25K
Zions Bancorporation, National Association 0.00% Add +2.3% 131 $25K
Lazard Asset Management LLC 0.00% Reduce -28.4% 131 $24K
Atlantic Union Bankshares Corp 0.00% New 120 $23K
Hantz Financial Services, Inc. 0.00% Reduce -22.5% 117 $22K
Sentry Investment Management LLC 0.01% Reduce -93.2% 108 $21K
Private Trust Co. NA 0.00% Add +16.3% 107 $20K
GW&K Investment Management, LLC 0.00% Add +68.3% 106 $20K
TD Private Client Wealth LLC 0.00% Reduce -29.4% 101 $19K
Smithfield Trust Co 0.00% No change 103 $19K
Activest Wealth Management 0.00% Add +56.3% 100 $19K
NBT Bank, N.A. 0.00% No change 100 $19K
Johnson Financial Group, Inc. 0.00% Reduce -3.9% 98 $19K
Midwest Capital Advisors, LLC 0.01% No change 94 $18K
Private Wealth Asset Management, LLC 0.00% Reduce -3.2% 91 $17K
Duncker Streett & Co. Inc. 0.00% Reduce -14.8% 86 $16K
ASR Vermogensbeheer N.V. 0.00% Add +1.2% 86 $16K
Hemington Wealth Management 0.00% Add +52.8% 81 $15K
Bruce G. Allen Investments, LLC 0.01% Add +310.5% 78 $15K
Geneos Wealth Management Inc. 0.00% Add +62.5% 78 $15K
Sunbelt Securities, Inc. 0.00% Add +58.5% 65 $14K
Spire Wealth Management 0.00% Add +26.8% 71 $13K
NewSquare Capital LLC 0.00% Add +168.0% 67 $13K
Manchester Capital Management LLC 0.00% Add +18.2% 65 $12K
Boreal Capital Management LLC 0.01% — 65 $12K
Abound Wealth Management 0.00% Add +4.9% 64 $12K
Independence Bank of Kentucky 0.00% No change 63 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +34.8% 62 $12K
Murphy & Mullick Capital Management Corp 0.01% Reduce -21.7% 83 $11K
Private Wealth Management Group, LLC 0.00% New 55 $10K
Colonial Trust Co / SC 0.00% Reduce -5.2% 55 $10K
Sierra Ocean, LLC 0.01% Add +46.0% 54 $10K
Bogart Wealth, LLC 0.00% Add +6.4% 50 $9K
Rise Advisors, LLC 0.00% Add +6.5% 49 $9K
Farmers & Merchants Investments Inc. 0.00% No change 48 $9K
Summit Securities Group LLC 0.00% New 46 $9K
Pin Oak Investment Advisors Inc. 0.01% No change 53 $8K
Wood Tarver Financial Group, LLC 0.00% No change 44 $8K
Lanark Financial, Inc. 0.00% No change 46 $8K
WealthCollab, LLC 0.00% Add +156.3% 41 $8K
WPG Advisers, LLC 0.01% Reduce -33.3% 38 $7K
WD Rutherford LLC 0.00% New 36 $7K
MPWM Advisory Solutions, LLC 0.00% No change 35 $7K
DT Investment Partners, LLC 0.00% No change 34 $6K
SouthState Bank Corp 0.00% Reduce -47.7% 34 $6K
Cape Investment Advisory, Inc. 0.00% No change 32 $6K
Lowe Wealth Advisors, LLC 0.00% No change 30 $6K
Banque Transatlantique SA 0.00% No change 29 $6K
Harbor Investment Advisory, LLC 0.00% Add +123.1% 29 $5K
Kilter Group LLC 0.00% New 28 $5K
CNB Bank 0.00% No change 27 $5K
Kestra Investment Management, LLC 0.00% New 27 $5K
Barrett & Company, Inc. 0.00% Reduce -36.6% 26 $5K
Asset Dedication, LLC 0.00% Add +73.3% 26 $5K
Meeder Asset Management Inc. 0.00% No change 26 $5K
Cornerstone Planning Group LLC 0.00% Reduce -8.1% 34 $5K
Fortitude Family Office, LLC 0.00% Reduce -37.5% 25 $5K
Bokf, NA 0.00% Reduce -99.1% 25 $5K
Ancora Advisors LLC 0.00% Add +4.2% 25 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 25 $5K
Riverview Trust Co 0.01% No change 24 $5K
Clark Wealth Partners 0.00% New 23 $4K
Bell Investment Advisors, Inc 0.00% Reduce -36.1% 23 $4K
MV Capital Management, Inc. 0.00% Reduce -20.7% 23 $4K
Financial Management Professionals, Inc. 0.00% Add +340.0% 22 $4K
Avion Wealth 0.00% Add +242.9% 24 $4K
Financial Network Wealth Advisors LLC 0.00% Add +42.9% 20 $4K
Strategic Wealth Partners, Ltd. 0.00% — 20 $4K
Prestige Wealth Management Group LLC 0.00% Add +63.6% 18 $3K
HM Payson & Co. 0.00% No change 18 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 17 $3K
Anfield Capital Management, LLC 0.00% No change 17 $3K
Atticus Wealth Management, LLC 0.00% No change 17 $3K
Investors Research Corp 0.00% No change 17 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -66.7% 15 $3K
Howard Hughes Medical Institute 0.00% New 15 $3K
Princeton Global Asset Management LLC 0.00% No change 15 $3K
City State Bank 0.00% No change 14 $3K
St Germain D J Co. Inc. 0.00% No change 14 $3K
Versant Capital Management, Inc 0.00% New 13 $2K
Alerus Financial NA 0.00% New 13 $2K
Aventura Private Wealth, LLC 0.00% Reduce -33.3% 12 $2K
Sachetta, LLC 0.00% Add +140.0% 12 $2K
Nvwm, LLC 0.00% Reduce -14.3% 12 $2K
JFS Wealth Advisors, LLC 0.00% Add +300.0% 12 $2K
CoreCap Advisors, LLC 0.00% Reduce -25.0% 12 $2K
Scarborough Advisors, LLC 0.00% New 11 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 14 $2K
Coston, McIsaac & Partners 0.00% No change 12 $2K
Adirondack Trust Co. 0.00% No change 10 $2K
Lummis Asset Management, LP 0.00% No change 8 $2K
Raffa Wealth Management, LLC 0.00% No change 8 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.0% 8 $2K
Creative Financial Designs Inc. 0.00% Add +16.7% 7 $1K
Medallion Wealth Advisors, LLC 0.00% No change 6 $1K
Ogorek Anthony Joseph /NY/ 0.00% New 8 $1K
WealthTrak Capital Management LLC 0.00% Reduce -50.0% 5 $947
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 5 $947
Key Financial Inc 0.00% No change 5 $947
Garde Capital, Inc. 0.00% No change 5 $947
Elevation Point Wealth Partners, LLC 0.00% New 5 $947
Hughes Financial Services, LLC 0.00% Add +100.0% 6 $821
Trust Co. of Toledo NA 0.00% New 4 $757
Tortoise Investment Management, LLC 0.00% New 4 $757
Golden State Wealth Management, LLC 0.00% No change 4 $757
DecisionPoint Financial, LLC 0.00% New 3 $583
Binnacle Investments Inc 0.00% New 3 $568
Solstein Capital, LLC 0.00% No change 3 $568
Pineridge Advisors LLC 0.00% No change 3 $568
Total Investment Management Inc. 0.00% New 3 $568
WestEnd Advisors, LLC 0.00% No change 3 $568
Anchor Investment Management, LLC 0.00% No change 3 $568
Sound Income Strategies, LLC 0.00% No change 3 $568
CBIZ Investment Advisory Services, LLC 0.00% No change 3 $568
Dunhill Financial, LLC 0.00% Reduce -87.5% 2 $517
Parkworth Wealth Management, Inc. 0.00% New 2 $379
Principia Wealth Advisory, LLC 0.00% Add +100.0% 2 $379
American Capital Advisory, LLC 0.00% Reduce -33.3% 2 $379
HFM Investment Advisors, LLC 0.00% New 2 $379
Stephens Consulting, LLC 0.00% New 2 $379
Smallwood Wealth Investment Management, LLC 0.00% No change 2 $378
Ascentis Wealth Management, LLC 0.00% No change 1 $194
Quaker Wealth Management, LLC 0.00% — 1 $190
Rialto Wealth Management, LLC 0.00% New 1 $190
TFC Financial Management, Inc. 0.00% Reduce -50.0% 1 $190
LGT Financial Advisors LLC 0.00% New 1 $189
Darwin Wealth Management, LLC 0.00% No change 1 $189
Bay Harbor Wealth Management, LLC 0.00% New 1 $189
Core Alternative Capital 0.00% No change 1 $189
SWAN Capital LLC 0.00% No change 1 $189
Bartlett & Co. Wealth Management LLC 0.00% New 1 $189
Quest 10 Wealth Builders, Inc. 0.00% No change 1 $161
Transamerica Financial Advisors, LLC 0.00% No change 1 $32

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