Align TechnologyALGN

13F holders, Q3 2025 (September 30)
668holders −36
97new positions
132sold out
10famous investors
$124.06avg. 13F price*

At the end of Q3 2025, 668 institutions reported holding Align Technology Inc. (ALGN) in their 13F filings, down 36 from Q2 2025. 97 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($620.4M) and Capital International Investors ($382.0M). 10 famous investors held it, including Francois Rochon (0.2% of Giverny Capital's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions97$339.7M
Exits132$316.7M

All 13F filers, Q2 2025 → Q3 2025: 12,617,378 shares bought and 10,067,326 shares sold, net +2,550,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 668 holders

Vanguard Group Inc. 0.02% Add +0.7% 8,301,611 $1.0B
BlackRock, Inc. 0.01% Reduce -3.4% 4,954,234 $620.4M
Capital International Investors 0.06% Add +88.7% 3,050,373 $382.0M
State Street Corp. 0.01% Reduce -1.3% 2,888,274 $361.7M
Ninety One UK Ltd 0.61% Add +18.3% 2,267,192 $283.9M
T. Rowe Price Investment Management, Inc. 0.17% Add +22.5% 2,256,379 $282.5M
Wellington Management Group LLP 0.04% Reduce -14.6% 1,849,793 $231.6M
Geode Capital Management, LLC 0.01% Add +1.1% 1,804,011 $225.0M
Invesco Ltd. 0.03% Add +37.4% 1,497,535 $187.5M
Holocene Advisors, LP 0.41% New 1,429,761 $179.0M
Bank of America Corp. 0.01% Add +72.0% 1,353,125 $169.4M
Capital World Investors 0.02% Add +1.5% 1,316,862 $164.9M
JPMorgan Chase & Co. 0.01% Reduce -3.6% 1,079,460 $135.2M
Morgan Stanley 0.01% Add +18.2% 902,568 $113.0M
FMR LLC 0.01% Reduce -37.1% 844,837 $105.8M
Senvest Management, LLC 3.31% Add +17.8% 824,218 $103.2M
Disciplined Growth Investors Inc. 1.82% Reduce -4.8% 803,981 $100.7M
Federated Hermes, Inc. 0.18% Reduce -14.1% 795,980 $99.7M
Kayne Anderson Rudnick Investment Management LLC 0.24% Reduce -4.3% 779,811 $97.6M
Jacobs Levy Equity Management, Inc. 0.38% Add +49.8% 768,256 $96.2M
Nordea Investment Management AB 0.08% Add +20.7% 770,360 $95.2M
AQR Capital Management 0.06% Add +35.6% 721,672 $90.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -14.3% 642,358 $80.4M
Northern Trust Corp. 0.01% Reduce -6.7% 618,596 $77.5M
Goldman Sachs Group Inc. 0.01% Add +8.4% 614,744 $77.0M
Bares Capital Management, Inc. 7.04% Add +19.0% 609,722 $76.3M
Charles Schwab Investment Management Inc. 0.01% Add +21.5% 609,426 $76.3M
Dimensional Fund Advisors LP 0.02% Add +79.5% 605,532 $75.8M
Amundi 0.02% Add +122.6% 558,988 $73.5M
UBS Group AG 0.01% Add +122.4% 581,307 $72.8M
Mackenzie Financial Corp. 0.08% Add +1.5% 558,943 $70.0M
DAVENPORT & Co LLC 0.37% Reduce -0.7% 551,628 $69.3M
Bank of New York Mellon Corp 0.01% Reduce -30.4% 489,485 $61.3M
Resona Asset Management Co.,Ltd. 0.28% Add +48.8% 469,547 $59.0M
Macquarie Group Ltd. 0.07% Reduce -4.6% 469,706 $58.8M
Deutsche Bank AG 0.02% Add +9.7% 447,145 $56.0M
Braidwell LP 2.07% Reduce -17.5% 409,691 $51.3M
Swedbank AB 0.05% Reduce -3.4% 406,459 $50.9M
Brown Advisory Inc. 0.07% Add +14.9% 402,042 $50.3M
Employees Provident Fund Board 0.40% No change 395,688 $49.5M
Legal & General Group Plc 0.01% Add +6.8% 352,972 $44.2M
Frontier Capital Management Co. LLC 0.37% Add +47.0% 329,420 $41.2M
Citigroup Inc. 0.03% Add +28.0% 313,807 $39.3M
Alliancebernstein L.P. 0.01% Add +62.1% 308,441 $38.6M
Royal Bank of Canada 0.01% Add +91.3% 306,818 $38.4M
Millennium Management 0.03% Reduce -60.7% 296,094 $37.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +355.9% 289,494 $36.3M
Keybank National Association 0.12% Reduce -12.2% 280,872 $35.2M
Artisan Partners Limited Partnership 0.05% Reduce -6.5% 271,832 $34.0M
Nuveen, LLC 0.01% Reduce -58.8% 267,713 $33.5M
Massachusetts Financial Services Co. 0.01% Add +54.0% 254,410 $31.9M
Barclays PLC 0.01% Reduce -5.6% 249,424 $31.2M
Carmignac Gestion 0.45% Add +363.1% 242,908 $30.4M
Factory Mutual Insurance Co. 0.29% Add +9.1% 240,293 $30.1M
Pacer Advisors, Inc. 0.08% Add +1999.8% 232,171 $29.1M
Hawk Ridge Capital Management LP 1.37% Reduce -49.7% 230,231 $28.8M
Ameriprise Financial Inc. 0.01% Add +78.6% 221,566 $27.7M
Janus Henderson Group PLC 0.01% Reduce -22.3% 218,225 $27.3M
Swiss National Bank 0.01% Reduce -8.1% 193,600 $24.2M
Riverbridge Partners LLC 0.41% Reduce -9.5% 193,232 $24.2M
Marathon Asset Management Ltd 0.88% Add +1.1% 191,320 $24.0M
TD Asset Management Inc 0.02% Add +17.1% 190,120 $23.8M
HSBC Holdings PLC 0.01% Add +47.4% 190,306 $23.7M
Susquehanna International Group, LLP 0.03% Add +17.9% 184,807 $23.1M
Citadel Advisors 0.02% Reduce -89.0% 184,591 $23.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +0.5% 178,606 $22.4M
Wells Fargo & Company 0.00% Reduce -23.8% 177,291 $22.2M
Natixis 0.11% Add +4902.9% 168,199 $21.1M
CANADA LIFE ASSURANCE Co 0.03% Add +392.7% 165,117 $20.9M
Ninety One North America, Inc. 0.94% Add +19.3% 166,036 $20.8M
Ossiam 0.26% Add +769.3% 163,983 $20.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.18% Reduce -7.2% 150,956 $20.5M
Russell Investments Group, Ltd. 0.02% Reduce -1.1% 160,000 $20.0M
Tredje AP-fonden 0.16% Add +19.6% 156,991 $19.7M
Worldquant Millennium Advisors LLC 0.08% Reduce -5.7% 147,303 $18.4M
SRS Investment Management, LLC 0.20% Add +94.7% 146,354 $18.3M
Rhumbline Advisers 0.01% Add +6.0% 144,880 $18.1M
Bellevue Group AG 0.38% Reduce -4.0% 144,676 $18.1M
Clarkston Capital Partners, LLC 0.38% Add +25.7% 141,215 $17.7M
ArrowMark Colorado Holdings LLC 0.32% Reduce -67.8% 136,128 $17.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.0% 132,348 $16.6M
Toronto Dominion Bank 0.03% Add +315.5% 127,856 $16.0M
Gotham Asset Management 0.07% Add +107.8% 125,231 $15.7M
Assenagon Asset Management S.A. 0.02% Add +322.9% 124,560 $15.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -23.1% 124,203 $15.6M
California Public Employees Retirement System 0.01% Add +1.4% 123,793 $15.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +32.9% 123,836 $15.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +13.2% 119,076 $14.9M
Quantbot Technologies LP 0.40% New 117,447 $14.7M
Envestnet Asset Management Inc. 0.00% Add +37.1% 113,398 $14.2M
Distillate Capital Partners LLC 0.72% Add +74.6% 111,224 $13.9M
Silvercrest Asset Management Group LLC 0.09% Add +95.8% 110,119 $13.8M
Voloridge Investment Management, LLC 0.05% Add +102.0% 109,042 $13.7M
California State Teachers Retirement System 0.01% Reduce -7.0% 107,752 $13.5M
Woodline Partners LP 0.06% Add +2.3% 106,373 $13.3M
Country Trust Bank 0.29% Add +2.7% 105,958 $13.3M
Jane Street Group, LLC 0.01% Add +115.3% 101,664 $12.7M
T. Rowe Price Associates Inc. 0.00% Reduce -1.5% 100,136 $12.5M
Allianz Asset Management GmbH 0.02% Reduce -80.8% 97,837 $12.3M
Jupiter Asset Management Ltd. 0.10% New 96,867 $12.1M
Engineers Gate Manager LP 0.14% Add +889.1% 95,470 $12.0M
American Century Companies Inc. 0.01% Add +168.9% 93,856 $11.8M
Robeco Institutional Asset Management B.V. 0.02% Reduce -35.0% 93,721 $11.7M
BNP Paribas Financial Markets 0.01% Add +18.9% 93,679 $11.7M
Van Lanschot Kempen Investment Management N.V. 0.10% Add +5670.2% 89,438 $11.2M
Burgundy Asset Management Ltd. 0.11% New 78,625 $11.2M
M&G PLC 0.06% New 87,229 $10.9M
Vident Advisory, LLC 0.10% Add +13.7% 84,448 $10.6M
C WorldWide Group Holding A/S 0.16% No change 83,428 $10.4M
Rhenman & Partners Asset Management AB 1.15% Add +24.8% 83,000 $10.4M
Caisse de depot et placement du Quebec 0.02% Add +269.4% 81,620 $10.2M
Capital International Sarl 0.17% Add +107.6% 79,861 $10.0M
Dana Investment Advisors, Inc. 0.29% New 79,785 $10.0M
Canada Pension Plan Investment Board 0.01% Add +0.6% 79,197 $9.9M
Sei Investments Co. 0.01% Add +6.5% 76,513 $9.6M
Cambiar Investors LLC 0.43% Add +43.3% 75,911 $9.5M
Principal Financial Group Inc. 0.00% Reduce -2.3% 72,590 $9.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -6.6% 69,474 $8.7M
US Bancorp \de 0.01% Reduce -13.5% 63,241 $7.9M
Landscape Capital Management, L.L.C. 0.50% Add +21.4% 62,885 $7.9M
Andra AP-fonden 0.10% New 62,800 $7.9M
IMC-Chicago, LLC 0.14% New 61,861 $7.7M
Moore Capital Management, LP 0.16% New 61,726 $7.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -62.0% 61,400 $7.7M
Raymond James Financial Inc. 0.00% Reduce -55.8% 60,576 $7.6M
Glenmede Investment Management, LP 0.04% New 60,413 $7.6M
National Bank of Canada 0.01% Add +0.9% 59,963 $7.5M
Fisher Asset Management 0.00% Add +12.3% 59,373 $7.4M
Aviva PLC 0.01% Add +6.0% 57,779 $7.2M
Schaper Benz & Wise Investment Counsel Inc. 0.53% Add +11.5% 57,139 $7.2M
Applied Fundamental Research, LLC 6.80% Add +78.6% 55,894 $7.0M
LPL Financial LLC 0.00% Add +54.0% 55,419 $6.9M
Acadian Asset Management LLC 0.01% Add +2.5% 55,030 $6.9M
Aberdeen Group plc 0.01% Add +55.8% 54,449 $6.8M
New York State Teachers Retirement System 0.01% Add +5.3% 53,833 $6.7M
Manufacturers Life Insurance Company, The 0.01% Add +33.0% 52,947 $6.6M
Bank of Montreal 0.00% Add +27.4% 52,841 $6.6M
FIL Ltd 0.01% Reduce -10.5% 52,780 $6.6M
Laurus Global Equity Management Inc. 4.49% No change 52,455 $6.6M
D. E. Shaw & Co. 0.01% New 51,717 $6.5M
Investment House LLC 0.30% New 51,000 $6.4M
Stifel Financial Corp. 0.01% Add +28.3% 49,757 $6.2M
Candriam S.C.A. 0.03% Reduce -15.7% 49,263 $6.2M
SG Americas Securities, LLC 0.02% Add +195.5% 48,861 $6.1M
Skylands Capital, LLC 0.83% Add +470.4% 48,200 $6.0M
Capital Fund Management S.A. 0.06% Reduce -44.9% 47,093 $5.9M
Palo Alto Investors LP 1.06% Add +21.1% 45,735 $5.7M
Giverny Capital 0.19% Reduce -1.4% 45,691 $5.7M
Capital International Ltd. 0.20% Add +89.3% 45,217 $5.7M
Capital International, Inc. 0.05% Add +267.5% 45,135 $5.7M
North Growth Management Ltd. 0.98% Add +36.4% 45,000 $5.6M
Hudson Bay Capital Management LP 0.04% Reduce -78.8% 43,440 $5.4M
Pictet Asset Management Holding SA 0.01% Add +5.0% 43,035 $5.4M
California First Leasing Corp. 1.89% Add +34.0% 41,260 $5.2M
Schonfeld Strategic Advisors LLC 0.04% Add +272.4% 40,953 $5.1M
Wolverine Trading, LLC 0.10% New 40,258 $5.1M
Invenomic Capital Management LP 0.26% Add +25.4% 40,356 $5.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.12% Reduce -11.1% 40,016 $5.0M
Ieq Capital, LLC 0.02% Reduce -25.7% 39,951 $5.0M
Prudential Financial Inc. 0.01% Reduce -6.2% 37,493 $4.7M
Franklin Resources Inc. 0.00% Add +3964.9% 708,588 $4.6M
Y-Intercept (Hong Kong) Ltd 0.11% Add +80.2% 36,541 $4.6M
State of Wisconsin Investment Board 0.01% Reduce -3.5% 36,385 $4.6M
APG Asset Management N.V. 0.01% Add +0.6% 41,874 $4.5M
New York State Common Retirement Fund 0.01% Reduce -4.8% 35,524 $4.4M
Blair William & Co. 0.01% Reduce -1.1% 34,595 $4.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -4.4% 34,404 $4.3M
Illinois Municipal Retirement Fund 0.05% Add +6.1% 34,221 $4.3M
Group One Trading LLC 0.12% Add +286.8% 33,181 $4.2M
Deerfield Management Company, L.P. 0.07% Add +1585.8% 32,789 $4.1M
Asset Management One Co., Ltd. 0.01% Add +0.5% 32,697 $4.1M
DNB Asset Management AS 0.02% Add +156.9% 32,470 $4.1M
Royal London Asset Management Ltd. 0.01% Add +1.6% 32,143 $4.0M
National Philanthropic Trust 0.04% No change 31,642 $4.0M
Man Group plc 0.01% Reduce -88.9% 31,600 $4.0M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 30,814 $3.9M
Credit Agricole S A 0.01% — 30,102 $3.8M
Danske Bank A/S 0.01% Reduce -4.9% 29,305 $3.7M
Geneva Capital Management LLC 0.06% Reduce -6.3% 29,255 $3.7M
Park State Asset Management 2.50% Reduce -13.7% 29,134 $3.6M
Nomura Holdings Inc. 0.02% Add +74.9% 29,114 $3.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -4.7% 28,923 $3.6M
First Trust Advisors LP 0.00% Reduce -67.4% 28,798 $3.6M
Victory Capital Management Inc. 0.00% Reduce -93.2% 27,790 $3.5M
Cetera Investment Advisers 0.00% Add +188.4% 27,256 $3.4M
Verition Fund Management LLC 0.02% Reduce -78.6% 26,848 $3.4M
Aware Super Pty Ltd as trustee of Aware Super 0.05% No change 26,703 $3.3M
Mn Services Vermogensbeheer B.V. 0.02% No change 26,538 $3.3M
Cerity Partners LLC 0.01% Add +29.3% 26,206 $3.3M
Edgestream Partners, L.P. 0.09% Reduce -39.8% 25,873 $3.2M
State of New Jersey Common Pension Fund D 0.01% Add +5.5% 25,292 $3.2M
Hussman Strategic Advisors, Inc. 0.68% New 25,200 $3.2M
KLP Kapitalforvaltning As 0.01% No change 24,100 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Add +0.8% 23,818 $3.0M
Numerai GP LLC 0.41% New 23,152 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -5.2% 22,218 $2.8M
Quadrature Capital Ltd 0.03% New 21,850 $2.7M
Handelsbanken Fonder AB 0.01% Add +14.8% 21,700 $2.7M
Public Employees Retirement System of Ohio 0.01% Reduce -1.9% 21,413 $2.7M
GMO 0.01% Add +252.6% 21,125 $2.6M
Neo Ivy Capital Management 0.64% New 20,958 $2.6M
Arax Advisory Partners 0.04% Add +90178.3% 20,764 $2.6M
Arizona State Retirement System 0.01% Add +0.4% 20,387 $2.6M
State of Alaska, Department of Revenue 0.03% Add +165.7% 20,369 $2.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +59.0% 20,208 $2.5M
AIA Group Ltd 0.04% New 20,022 $2.5M
Cwm, LLC 0.01% Add +50.5% 19,975 $2.5M
Mariner, LLC 0.00% Add +8.6% 19,944 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -16.3% 19,840 $2.5M
EFG Asset Management (North America) Corp. 0.31% Add +67.7% 19,451 $2.4M
Prosight Management, LP 0.58% New 19,442 $2.4M
Oak Thistle LLC 0.37% New 19,230 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +1.5% 18,862 $2.4M
Tidal Investments LLC 0.01% Add +273.0% 18,848 $2.4M
Quantinno Capital Management LP 0.01% Reduce -49.0% 18,475 $2.3M
Bridgewater Associates 0.01% Add +704.6% 18,208 $2.3M
State of Michigan Retirement System 0.01% Reduce -1.6% 18,200 $2.3M
Quinn Opportunity Partners LLC 0.16% New 17,810 $2.2M
Creative Planning 0.00% Add +29.7% 17,679 $2.2M
Czech National Bank 0.01% Add +2.8% 17,122 $2.1M
Algert Global LLC 0.04% Reduce -27.3% 16,846 $2.1M
MetLife Investment Management, LLC 0.01% New 16,742 $2.1M
UniSuper Management Pty Ltd 0.01% Add +48.5% 16,298 $2.0M
Korea Investment CORP 0.00% Reduce -48.2% 16,227 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +39.0% 15,551 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.1% 16,188 $2.0M
2Xideas AG 0.42% Reduce -50.8% 15,948 $2.0M
Banque Pictet & Cie SA 0.02% Reduce -11.1% 15,579 $2.0M
Corient Private Wealth LP 0.00% Add +27.6% 15,281 $1.9M
Forsta Ap-Fonden 0.01% Add +7.3% 14,600 $1.8M
Voya Investment Management LLC 0.00% Reduce -23.9% 14,425 $1.8M
Leonteq Securities AG 0.10% Add +217.0% 14,402 $1.8M
Retirement Systems of Alabama 0.01% Reduce -1.6% 14,381 $1.8M
DekaBank Deutsche Girozentrale 0.00% No change 14,424 $1.8M
Daiwa Securities Group Inc. 0.01% Reduce -7.0% 14,068 $1.8M
IFM Investors Pty Ltd 0.02% Reduce -0.4% 13,919 $1.8M
United Capital Financial Advisors, LLC 0.01% Reduce -13.3% 13,728 $1.7M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -9.1% 13,580 $1.7M
Comerica Bank 0.01% Add +5.3% 13,580 $1.7M
Jackson Square Partners, LLC 0.69% Reduce -40.6% 13,556 $1.7M
Washington Trust Advisors, Inc. 0.13% Add +2.9% 13,284 $1.7M
Morningstar Investment Management LLC 0.06% New 13,237 $1.7M
Ascent Group, LLC 0.06% Add +2.1% 13,236 $1.7M
Modera Wealth Management, LLC 0.02% Reduce -4.0% 13,109 $1.6M
OMERS ADMINISTRATION Corp 0.01% No change 12,910 $1.6M
Amalgamated Bank 0.01% Reduce -2.5% 12,844 $1.6M
Lazard Asset Management LLC 0.00% Add +9601.5% 12,709 $1.6M
Walleye Trading LLC 0.03% Reduce -60.1% 12,690 $1.6M
Bank of Nova Scotia 0.00% Reduce -55.9% 12,457 $1.6M
XTX Topco Ltd 0.08% Reduce -40.9% 12,406 $1.6M
Rakuten Investment Management, Inc. 0.01% — 18,375 $1.6M
Richard W. Paul & Associates, LLC 0.53% New 12,348 $1.5M
ProShare Advisors LLC 0.00% Add +1.5% 12,338 $1.5M
Fulcrum Capital LLC 0.30% Add +8.3% 11,881 $1.5M
KBC Group NV 0.00% No change 11,774 $1.5M
Captrust Financial Advisors 0.00% Add +14.8% 11,609 $1.5M
Utah Retirement Systems 0.01% Reduce -5.5% 11,311 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.8% 11,023 $1.4M
DAFNA Capital Management LLC 0.34% No change 11,000 $1.4M
NEOS Investment Management LLC 0.01% Add +49.0% 10,889 $1.4M
Vontobel Holding Ltd. 0.00% Reduce -22.0% 10,720 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 10,600 $1.3M
Unison Advisors LLC 0.12% No change 10,576 $1.3M
Nisa Investment Advisors, LLC 0.01% Reduce -36.5% 10,436 $1.3M
Swiss Life Asset Management Ltd 0.01% Reduce -40.5% 10,147 $1.3M
Heritage Investors Management Corp. 0.04% Reduce -17.8% 9,979 $1.3M
Marex Group Ltd 0.02% Add +97.8% 9,969 $1.2M
Tema ETFs LLC 0.10% Add +56.3% 9,910 $1.2M
Capital Group Investment Management Pte. LTD. 0.21% Add +91.4% 9,909 $1.2M
Walleye Capital LLC 0.01% Add +117.5% 9,906 $1.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -9.6% 9,897 $1.2M
CIBC Asset Management Inc 0.00% Add +0.0% 9,895 $1.2M
Achmea Investment Management B.V. 0.02% No change 9,886 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -1.3% 9,845 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +12.1% 9,779 $1.2M
Sig Brokerage, LP 0.31% New 9,763 $1.2M
Rafferty Asset Management, LLC 0.00% Add +8.4% 9,739 $1.2M
Janney Montgomery Scott LLC 0.00% Add +6.1% 9,731 $1.2M
Two Sigma Investments, LP 0.00% New 9,543 $1.2M
Simplex Trading, LLC 0.03% Add +15.4% 9,403 $1.2M
Xponance LLC 0.01% Reduce -5.9% 9,353 $1.2M
CIBC Bancorp USA Inc. 0.01% — 9,353 $1.2M
Main Street Financial Solutions, LLC 0.07% New 9,335 $1.2M
DDD Partners, LLC 0.07% New 9,228 $1.2M
New York Life Investment Management LLC 0.01% Reduce -1.1% 9,166 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.8% 9,159 $1.1M
Hunter Perkins Capital Management, LLC 0.25% New 9,075 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -14.5% 9,034 $1.1M
Marshall Wace, LLP 0.00% New 8,928 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +0.7% 8,777 $1.1M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.1% 8,739 $1.1M
ING Groep NV 0.01% Add +166.9% 8,715 $1.1M
VELA Investment Management, LLC 0.31% Reduce -53.1% 8,692 $1.1M
Sit Investment Associates Inc. 0.02% No change 8,560 $1.1M
Legacy Trust 0.21% Add +7.9% 8,509 $1.1M
PEAK6 LLC 0.03% Add +8.9% 8,226 $1.0M
State of Tennessee, Department of Treasury 0.00% No change 8,219 $1.0M
Avanza Fonder AB 0.03% No change 8,132 $1.0M
Fieldview Capital Management, LLC 0.16% New 7,936 $994K
Summit Trail Advisors, LLC 0.01% Add +219.5% 7,859 $984K
OP Asset Management Ltd 0.01% No change 7,859 $984K
Generali Asset Management SPA SGR 0.02% Reduce -28.0% 7,750 $970K
Oregon Public Employees Retirement Fund 0.01% Add +29.9% 7,682 $962K
HighTower Advisors, LLC 0.00% Reduce -6.8% 7,658 $959K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 7,590 $950K
Virtu Financial LLC 0.05% New 7,577 $949K
Focus Partners Advisor Solutions, LLC 0.01% Add +176.4% 6,864 $930K
Guggenheim Capital LLC 0.01% Add +28.1% 7,336 $919K
Mutual of America Capital Management LLC 0.01% Reduce -6.5% 7,325 $917K
Oddo BHF Asset Management Sas 0.03% Reduce -3.5% 7,319 $916K
Aspire Private Capital, LLC 0.20% New 7,302 $914K
Pinebridge Investments, L.P. 0.01% Reduce -54.4% 7,251 $908K
WINTON GROUP Ltd 0.03% Reduce -78.5% 6,986 $875K
Commonwealth Equity Services, LLC 0.00% Add +45.9% 6,802 $852K
Perbak Capital Partners LLP 0.15% Add +49.6% 6,731 $843K
Truist Financial Corp. 0.00% Add +57.3% 6,650 $833K
STRS Ohio 0.00% Add +0.0% 6,639 $831K
Polymer Capital Management (US) LLC 0.11% New 6,625 $830K
Public Employees Retirement Association of Colorado 0.00% No change 6,615 $828K
Fuller & Thaler Asset Management, Inc. 0.00% Add +4.8% 6,606 $827K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -49.5% 6,554 $821K
Logan Capital Management Inc. 0.03% No change 6,430 $805K
Gabelli Funds LLC 0.01% Add +357.1% 6,400 $801K
Alps Advisors Inc. 0.00% Add +40.2% 6,394 $801K
Osaic Holdings, Inc. 0.00% Add +19.0% 5,817 $798K
Raiffeisen Bank International AG 0.01% Reduce -72.9% 6,282 $794K
Baird Financial Group, Inc. 0.00% Reduce -19.4% 6,249 $783K
ARK Investment Management 0.00% Add +0.1% 6,208 $777K
American Assets Inc. 0.24% Add +20.0% 6,000 $751K
Hancock Whitney Corp. 0.01% Add +21.4% 5,995 $751K
HB Wealth Management, LLC 0.01% Reduce -10.0% 5,969 $748K
M&T Bank Corp 0.00% Add +53.2% 5,963 $747K
Exchange Traded Concepts, LLC 0.01% Add +30.9% 5,806 $727K
Ceeto Capital Group, LLC 0.21% Add +45.0% 5,800 $726K
Atlantic Union Bankshares Corp 0.01% Add +4675.0% 5,730 $718K
South Dakota Investment Council 0.01% Reduce -31.3% 5,706 $715K
Public Sector Pension Investment Board 0.00% Add +12.8% 5,705 $714K
Cinctive Capital Management LP 0.04% Add +68.7% 5,660 $709K
Jefferies Financial Group Inc. 0.01% Add +93.1% 5,600 $701K
Mizuho Securities USA LLC 0.01% Add +4.2% 4,910 $697K
Capstone Investment Advisors, LLC 0.01% Add +63.7% 5,558 $696K
Prudential PLC 0.01% Add +45.4% 5,540 $694K
Redmond Asset Management, LLC 0.17% Add +18.0% 5,531 $693K
Capital Investment Advisors, LLC 0.01% Reduce -9.2% 5,514 $690K
Teachers Retirement System of the State of Kentucky 0.01% No change 5,495 $688K
Schroder Investment Management Group 0.00% Reduce -20.3% 5,440 $687K
Bank Pictet & Cie (Europe) AG 0.01% Add +11.7% 5,488 $687K
Federation des caisses Desjardins du Quebec 0.00% Add +36.8% 5,438 $681K
Cibc World Market Inc. 0.00% Add +61.1% 5,351 $670K
Plato Investment Management Ltd 0.05% No change 5,357 $666K
Systematic Alpha Investments, LLC 0.02% No change 5,266 $659K
Boothbay Fund Management, LLC 0.02% New 5,215 $653K
Provident Investment Management, Inc. 0.06% Reduce -96.8% 5,195 $651K
AE Wealth Management LLC 0.00% New 5,190 $650K
Hillsdale Investment Management Inc. 0.02% Add +21.0% 5,190 $650K
Mercer Global Advisors Inc. 0.00% Add +48.0% 5,069 $635K
NorthCoast Asset Management LLC 0.00% Reduce -9.7% 5,038 $631K
Bryce Point Capital, LLC 0.76% New 4,987 $624K
Focus Partners Wealth 0.00% Add +15.1% 4,921 $621K
Zions Bancorporation, National Association 0.03% Add +3620.6% 4,874 $610K
Dynamic Technology Lab Private Ltd 0.10% New 4,720 $591K
Oppenheimer & Co. Inc. 0.01% Reduce -32.5% 4,589 $575K
FORA Capital, LLC 0.10% Add +52.9% 4,474 $560K
Mediolanum International Funds Ltd 0.01% Reduce -29.3% 4,389 $555K
Kentucky Retirement Systems 0.01% Reduce -10.4% 4,303 $539K
&partners 0.00% Add +6.6% 4,334 $538K
Flagship Harbor Advisors, LLC 0.02% Add +36.2% 4,285 $537K
Sterling Capital Management LLC 0.01% Reduce -7.1% 4,238 $531K
Two Sigma Advisers, LP 0.00% New 4,200 $526K
Scientech Research LLC 0.18% New 4,160 $521K
Monaco Asset Management SAM 0.19% New 4,000 $501K
Integrated Wealth Concepts LLC 0.00% Reduce -18.8% 3,937 $493K
Hartford Investment Management Co. 0.01% Reduce -3.8% 3,929 $492K
Axq Capital, LP 0.19% New 3,906 $489K
Blueshift Asset Management, LLC 0.15% New 3,902 $489K
Norinchukin Bank, The 0.01% Reduce -1.9% 3,878 $486K
Pallas Capital Advisors LLC 0.02% Add +13.3% 3,846 $482K
Pathstone Holdings, LLC 0.00% Reduce -63.6% 3,828 $479K
Fifth Third Bancorp 0.00% Add +44.5% 3,760 $471K
CIBC Private Wealth Group LLC 0.00% Reduce -97.5% 3,700 $463K
Mangrove Partners Im, LLC 0.04% New 3,694 $463K
Krilogy Financial LLC 0.02% New 3,362 $461K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.9% 3,676 $460K
Penserra Capital Management LLC 0.01% New 3,629 $454K
Maryland State Retirement & Pension System 0.01% No change 3,503 $439K
Louisiana State Employees Retirement System 0.01% Reduce -2.8% 3,500 $438K
iSAM Funds (UK) Ltd 0.09% Reduce -38.8% 3,417 $428K
MML Investors Services, LLC 0.00% Add +18.2% 3,332 $417K
Rockefeller Capital Management L.P. 0.00% New 3,305 $414K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +23.9% 3,298 $413K
Investment Management Corp of Ontario 0.01% Add +86.3% 3,246 $406K
Ostrum Asset Management 0.02% Add +22.2% 3,236 $405K
Outlook Wealth Advisors, LLC 0.10% New 3,186 $399K
Thrivent Financial for Lutherans 0.00% Reduce -99.0% 3,179 $398K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +27.3% 3,143 $394K
Securian Asset Management, Inc. 0.01% Reduce -11.6% 3,114 $390K
M.E. Allison & Co., Inc. 0.27% Add +77.7% 3,110 $389K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -8.0% 3,108 $389K
Optimize Financial Inc. 0.20% New 3,053 $382K
New Mexico Educational Retirement Board 0.01% Reduce -6.2% 3,050 $382K
Allspring Global Investments Holdings, LLC 0.00% Reduce -90.1% 2,917 $372K
Maridea Wealth Management LLC 0.06% New 2,748 $371K
Impact Partnership Wealth, LLC 0.06% New 2,954 $370K
Storebrand Asset Management As 0.00% Reduce -35.9% 2,943 $369K
NorthCrest Asset Manangement, LLC 0.01% Add +42.3% 2,807 $366K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -1.6% 2,903 $364K
Summit Wealth Group LLC / Co. 0.04% New 1,190 $363K
Gibbs Wealth Management 0.08% Reduce -17.3% 2,900 $363K
E. Ohman J:or Asset Management AB 0.01% No change 2,900 $363K
Allworth Financial LP 0.00% Add +3.3% 2,874 $360K
Park Avenue Securities LLC 0.00% Add +7.2% 2,861 $358K
Strategic Investment Advisors / MI 0.03% New 2,835 $355K
Envestnet Portfolio Solutions, Inc. 0.00% Add +16.0% 2,752 $345K
Voya Financial Advisors, Inc. 0.03% Add +142.4% 2,725 $344K
Merit Financial Group, LLC 0.00% Reduce -28.3% 2,747 $344K
Intech Investment Management LLC 0.00% New 2,742 $343K
Machina Capital S.A.S. 0.06% New 2,715 $340K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.4% 2,669 $334K
Empirical Finance, LLC 0.02% Add +0.8% 2,608 $327K
Allstate Corp. 0.01% New 2,575 $322K
Fox Run Management, L.L.C. 0.05% New 2,560 $321K
Lombard Odier Asset Management (USA) Corp 0.08% Add +10.8% 2,537 $318K
Asahi Life Asset Management Co., LTD. 0.17% New 2,520 $316K
LGT Group Foundation 0.00% Reduce -1.9% 2,433 $310K
National Pension Service 0.00% New 2,457 $308K
Chicago Partners Investment Group LLC 0.01% New 2,304 $307K
Inspire Investing, LLC 0.03% Add +60.8% 2,436 $305K
Stevens Capital Management LP 0.04% New 2,417 $303K
Benjamin Edwards Inc. 0.00% New 2,380 $298K
Metis Global Partners, LLC 0.01% Reduce -5.3% 2,370 $297K
Navera Investment Management Ltd. 0.01% Reduce -99.7% 2,365 $296K
Norden Group LLC 0.03% New 2,345 $294K
State of Wyoming 0.03% Reduce -19.6% 2,319 $290K
AXA Investment Managers S.A. 0.00% — 2,276 $285K
Praxis Investment Management Inc. 0.02% No change 2,220 $278K
Moody National Bank Trust Division 0.02% Add +3.2% 2,217 $278K
Forum Financial Management, LP 0.00% New 2,204 $276K
Crossmark Global Holdings, Inc. 0.00% Reduce -6.2% 2,197 $275K
Brighton Jones LLC 0.01% Add +81.3% 2,167 $271K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -1.1% 2,148 $269K
Orion Porfolio Solutions, LLC 0.00% Reduce -32.7% 2,128 $267K
S&co Inc. 0.02% No change 2,093 $262K
PAX Financial Group, LLC 0.05% Reduce -17.0% 2,089 $262K
Raleigh Capital Management Inc. 0.10% New 2,028 $254K
Procyon Advisors, LLC 0.01% Add +48.3% 2,010 $252K
AlphaQuest LLC 0.02% New 2,002 $251K
LBMC Investment Advisors, LLC 0.02% No change 2,000 $250K
NewEdge Advisors, LLC 0.00% Add +24.7% 1,986 $249K
Stephens Inc. 0.00% Reduce -16.7% 1,964 $246K
Net Worth Advisory Group 0.07% New 1,955 $245K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -9.1% 1,912 $239K
Sequoia Financial Advisors, LLC 0.00% Reduce -44.6% 1,901 $238K
Wahed Invest LLC 0.03% Add +0.5% 1,873 $235K
GF Fund Management Co. LTD. 0.00% Add +8.7% 1,872 $234K
Townsquare Capital LLC 0.04% Reduce -56.0% 1,855 $232K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -54.2% 1,828 $229K
Mufg Securities Americas Inc. 0.01% Add +20.4% 1,818 $228K
SilverOak Wealth Management LLC 0.04% Reduce -1.1% 1,808 $226K
Farringdon Capital, Ltd. 0.06% New 1,807 $226K
Kentucky Retirement Systems Insurance Trust Fund 0.01% Reduce -11.5% 1,804 $226K
Squarepoint Ops LLC 0.00% Reduce -63.7% 1,798 $225K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -7.9% 1,794 $225K
Jones Financial Companies LLLP 0.00% Add +145.5% 1,733 $219K
Empowered Funds, LLC 0.00% Reduce -96.5% 1,744 $218K
Ninety One SA (Pty) Ltd 0.01% Add +20.0% 1,737 $218K
B. Metzler seel. Sohn & Co. AG 0.00% No change 1,719 $215K
Commerce Bank 0.00% New 1,714 $215K
Headlands Technologies LLC 0.02% Reduce -71.9% 1,699 $213K
Aster Capital Management (DIFC) Ltd 0.11% Add +246.4% 1,687 $211K
PharVision Advisers, LLC 0.12% New 1,677 $210K
K.J. Harrison & Partners Inc 0.03% New 1,600 $206K
O'shaughnessy Asset Management, LLC 0.00% Reduce -9.0% 1,616 $202K
Rexford Capital Inc. 0.15% Add +92.5% 1,540 $193K
Northwestern Mutual Wealth Management Co. 0.00% Add +47.6% 1,532 $192K
Quarry LP 0.05% New 1,503 $188K
Vestcor Inc 0.01% No change 1,470 $184K
Lido Advisors, LLC 0.00% Reduce -12.4% 1,466 $184K
Mizuho Markets Cayman LP 0.01% Reduce -4.3% 1,336 $167K
MUFG Securities EMEA plc 0.00% Add +541.8% 1,290 $162K
Smartleaf Asset Management LLC 0.01% Add +59.2% 1,156 $146K
Quadrant Capital Group LLC 0.00% Reduce -30.4% 1,132 $142K
Horizon Investments, LLC 0.00% Reduce -2.4% 1,079 $135K
Piscataqua Savings Bank 0.10% Reduce -1.6% 1,030 $129K
Brown Brothers Harriman & Co. 0.00% Add +104.8% 1,028 $129K
Siemens Fonds Invest GmbH 0.01% Reduce -2.3% 962 $120K
Canada Post Corp Registered Pension Plan 0.01% No change 948 $120K
GAMMA Investing LLC 0.01% Reduce -35.5% 941 $118K
TD Waterhouse Canada Inc. 0.00% No change 902 $115K
CI Investments Inc. 0.00% Reduce -30.9% 877 $110K
Parkside Financial Bank & Trust 0.01% Add +6.2% 819 $103K
Advisory Services Network, LLC 0.00% New 796 $100K
IFP Advisors, Inc 0.00% Reduce -44.9% 787 $99K
EverSource Wealth Advisors, LLC 0.00% Add +42.4% 756 $95K
Lanark Financial, Inc. 0.01% Add +1541.3% 755 $95K
SBI Securities Co., Ltd. 0.00% Add +27.1% 750 $94K
Essential Partners LLC 0.03% Reduce -49.6% 714 $89K
Hantz Financial Services, Inc. 0.00% Add +503.4% 706 $88K
JCIC Asset Management Inc. 0.03% — 702 $88K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.05% No change 700 $88K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 700 $88K
Tower Research Capital LLC (TRC) 0.00% Reduce -86.8% 698 $87K
Smithfield Trust Co 0.00% Add +555.3% 675 $85K
Covestor Ltd 0.05% Reduce -0.9% 664 $83K
Ameritas Investment Partners, Inc. 0.00% No change 643 $81K
Erste Asset Management GmbH 0.00% No change 609 $77K
Bay Harbor Wealth Management, LLC 0.02% Add +59900.0% 600 $75K
Parallel Advisors, LLC 0.00% Reduce -44.0% 585 $73K
Trifecta Capital Advisors, LLC 0.01% Reduce -44.7% 556 $70K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.8% 546 $68K
Center for Financial Planning, Inc. 0.01% No change 516 $65K
Boit C F David 0.03% No change 500 $63K
Mather Group, Llc. 0.00% Reduce -68.0% 500 $63K
Signaturefd, LLC 0.00% Reduce -52.1% 460 $58K
CX Institutional 0.00% Reduce -49.1% 456 $57K
Whittier Trust Co. 0.00% No change 403 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -36.4% 417 $52K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -42.7% 383 $51K
Clearstead Advisors, LLC 0.00% Add +4.5% 393 $49K
Steward Partners Investment Advisory, LLC 0.00% Reduce -62.1% 381 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 362 $45K
Abich Financial Wealth Management LLC 0.02% — 351 $44K
Principal Securities, Inc. 0.00% Reduce -68.0% 345 $43K
AllSquare Wealth Management LLC 0.02% New 338 $42K
Bessemer Group Inc. 0.00% Reduce -67.1% 318 $41K
UMB Bank, n.a. 0.00% Reduce -11.9% 327 $41K
Rothschild Investment LLC 0.00% Add +106.7% 308 $39K
Rakuten Securities, Inc. 0.01% New 299 $37K
Huntington National Bank 0.00% Reduce -62.1% 282 $35K
Caitong International Asset Management Co., Ltd 0.02% Add +1773.3% 281 $35K
DHJJ Financial Advisors, Ltd. 0.01% No change 271 $34K
JFS Wealth Advisors, LLC 0.00% Add +2016.7% 254 $32K
NFSG Corp 0.00% No change 250 $31K
CENTRAL TRUST Co 0.00% No change 245 $31K
Quent Capital, LLC 0.00% New 238 $30K
TD Private Client Wealth LLC 0.00% Add +135.6% 238 $30K
AdvisorNet Financial, Inc 0.00% Reduce -1.3% 237 $30K
Osterweis Capital Management Inc. 0.00% No change 211 $26K
Steigerwald, Gordon & Koch Inc. 0.00% New 210 $26K
MCF Advisors LLC 0.00% No change 209 $26K
Pinnacle Bancorp, Inc. 0.01% No change 204 $26K
Orion Capital Management LLC 0.01% No change 200 $25K
Sentry Investment Management LLC 0.02% Add +73.2% 187 $25K
CYBER HORNET ETFs LLC 0.02% Add +4.8% 197 $25K
MAI Capital Management 0.00% Reduce -23.9% 194 $24K
Johnson Financial Group, Inc. 0.00% Add +95.9% 192 $24K
Farther Finance Advisors, LLC 0.00% Reduce -38.4% 191 $24K
Assetmark, Inc. 0.00% Reduce -57.9% 189 $24K
University of Texas/Texas Am Investment Management Co. 0.00% New 183 $23K
Grove Bank & Trust 0.00% Reduce -4.3% 176 $22K
Tsfg, LLC 0.00% No change 175 $22K
Capital Advisors, Ltd. LLC 0.00% Add +0.7% 154 $19K
True Wealth Design, LLC 0.01% Reduce -2.6% 151 $19K
Measured Wealth Private Client Group, LLC 0.00% New 141 $18K
China Universal Asset Management Co., Ltd. 0.00% No change 133 $17K
Harbour Investments, Inc. 0.00% Reduce -8.4% 131 $16K
Optimum Investment Advisors 0.01% Reduce -16.7% 125 $16K
Summit Securities Group LLC 0.00% Add +150.0% 115 $14K
Truvestments Capital LLC 0.00% New 115 $14K
Global Retirement Partners, LLC 0.00% Reduce -16.2% 114 $14K
Park Place Capital Corp 0.00% Reduce -38.7% 106 $13K
Independence Bank of Kentucky 0.00% Add +63.5% 103 $13K
NBT Bank, N.A. 0.00% No change 100 $13K
Wilmington Savings Fund Society, FSB 0.00% Reduce -60.0% 100 $13K
GW&K Investment Management, LLC 0.00% Reduce -10.4% 95 $12K
Midwest Capital Advisors, LLC 0.01% No change 94 $12K
Private Wealth Asset Management, LLC 0.00% No change 91 $11K
Geneos Wealth Management Inc. 0.00% Add +14.1% 89 $11K
Bokf, NA 0.00% Add +256.0% 89 $11K
Wormser Freres Gestion 0.01% Reduce -97.5% 88 $11K
Duncker Streett & Co. Inc. 0.00% No change 86 $11K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.2% 85 $11K
Spire Wealth Management 0.00% Add +16.9% 83 $10K
Wealthspire Advisors, LLC 0.00% New 83 $10K
Murphy & Mullick Capital Management Corp 0.01% Reduce -14.5% 71 $9K
First Horizon Corp. 0.00% — 69 $9K
Boreal Capital Management LLC 0.01% No change 65 $8K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -69.8% 65 $8K
Activest Wealth Management 0.00% Reduce -36.0% 64 $8K
Hemington Wealth Management 0.00% Reduce -12.3% 71 $8K
CVA Family Office, LLC 0.00% Reduce -60.1% 63 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 62 $8K
Abound Wealth Management 0.00% Reduce -4.7% 61 $8K
Quest 10 Wealth Builders, Inc. 0.01% Add +5700.0% 58 $7K
Colonial Trust Co / SC 0.00% No change 55 $7K
Rise Advisors, LLC 0.00% Add +6.1% 52 $7K
Bogart Wealth, LLC 0.00% No change 50 $6K
Sunbelt Securities, Inc. 0.00% Reduce -24.6% 49 $6K
Farmers & Merchants Investments Inc. 0.00% No change 48 $6K
Deseret Mutual Benefit Administrators 0.00% New 47 $6K
Pin Oak Investment Advisors Inc. 0.00% Reduce -13.2% 46 $6K
Bartlett & Co. Wealth Management LLC 0.00% Add +3900.0% 40 $5K
Blue Trust, Inc. 0.00% Reduce -88.9% 36 $5K
Root Financial Partners, LLC 0.00% New 36 $5K
MPWM Advisory Solutions, LLC 0.00% No change 35 $4K
DT Investment Partners, LLC 0.00% No change 34 $4K
Cape Investment Advisory, Inc. 0.00% No change 32 $4K
Lowe Wealth Advisors, LLC 0.00% No change 30 $4K
Banque Transatlantique SA 0.00% No change 29 $4K
Transamerica Financial Advisors, LLC 0.00% Add +2800.0% 29 $4K
CNB Bank 0.00% No change 27 $3K
Larson Financial Group LLC 0.00% Reduce -81.9% 27 $3K
Barrett & Company, Inc. 0.00% No change 26 $3K
Meeder Asset Management Inc. 0.00% Reduce -3.9% 25 $3K
Pineridge Advisors LLC 0.00% Add +600.0% 21 $3K
Fortitude Family Office, LLC 0.00% Reduce -16.0% 21 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +300.0% 20 $3K
Financial Network Wealth Advisors LLC 0.00% No change 20 $3K
Performa Ltd (US), LLC 0.00% New 20 $3K
Strategic Wealth Partners, Ltd. 0.00% No change 20 $3K
Cornerstone Planning Group LLC 0.00% Add +226.5% 111 $2K
Private Trust Co. NA 0.00% Reduce -82.2% 19 $2K
Prestige Wealth Management Group LLC 0.00% No change 18 $2K
Anfield Capital Management, LLC 0.00% No change 17 $2K
Investors Research Corp 0.00% No change 17 $2K
Versant Capital Management, Inc 0.00% Add +30.8% 17 $2K
WPG Advisers, LLC 0.00% Reduce -57.9% 16 $2K
Howard Hughes Medical Institute 0.00% No change 15 $2K
Princeton Global Asset Management LLC 0.00% No change 15 $2K
Bell Investment Advisors, Inc 0.00% Reduce -39.1% 14 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -82.0% 14 $2K
City State Bank 0.00% No change 14 $2K
St Germain D J Co. Inc. 0.00% No change 14 $2K
Alerus Financial NA 0.00% No change 13 $2K
Harbor Investment Advisory, LLC 0.00% Reduce -55.2% 13 $2K
Asset Dedication, LLC 0.00% Reduce -53.9% 12 $2K
Aventura Private Wealth, LLC 0.00% Reduce -16.7% 10 $1K
Adirondack Trust Co. 0.00% No change 10 $1K
Nvwm, LLC 0.00% Reduce -16.7% 10 $1K
High Note Wealth, LLC 0.00% New 10 $1K
Raffa Wealth Management, LLC 0.00% No change 8 $1K
Manchester Capital Management LLC 0.00% Reduce -87.7% 8 $1K
Cullen/Frost Bankers, Inc. 0.00% No change 8 $1K
Coston, McIsaac & Partners 0.00% No change 12 $1K
Winnacle Wealth LLC 0.00% New 7 $882
Retirement Wealth Solutions LLC 0.00% New 6 $752
MV Capital Management, Inc. 0.00% Reduce -73.9% 6 $752
Physician Wealth Advisors, Inc. 0.00% New 6 $752
Medallion Wealth Advisors, LLC 0.00% No change 6 $751
Creative Financial Designs Inc. 0.00% Reduce -14.3% 6 $751
Key Financial Inc 0.00% No change 5 $638
Kilter Group LLC 0.00% Reduce -82.1% 5 $627
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 5 $626
Binnacle Investments Inc 0.00% Add +66.7% 5 $626
DiNuzzo Private Wealth, Inc. 0.00% New 4 $568
Groupe la Francaise 0.00% New 5 $538
Trust Co. of Toledo NA 0.00% No change 4 $501
Financial Management Professionals, Inc. 0.00% Reduce -81.8% 4 $501
Golden State Wealth Management, LLC 0.00% No change 4 $501
Rialto Wealth Management, LLC 0.00% Add +300.0% 4 $501
ORG Partners LLC 0.00% New 4 $500
DecisionPoint Financial, LLC 0.00% No change 3 $383
Principia Wealth Advisory, LLC 0.00% Add +50.0% 3 $376
Solstein Capital, LLC 0.00% No change 3 $376
Proffitt & Goodson Inc. 0.00% New 3 $376
SouthState Bank Corp 0.00% Reduce -91.2% 3 $376
Avalon Trust Co 0.00% New 3 $376
Cromwell Holdings LLC 0.00% Reduce -98.9% 2 $251
Davis Capital Management 0.00% — 2 $250
Smallwood Wealth Investment Management, LLC 0.00% No change 2 $250
WestEnd Advisors, LLC 0.00% Reduce -33.3% 2 $250
Dunhill Financial, LLC 0.00% No change 2 $217
SWAN Capital LLC 0.00% No change 1 $125
North Capital, Inc. 0.00% New 1 $125
Darwin Wealth Management, LLC 0.00% No change 1 $125
Core Alternative Capital 0.00% No change 1 $125
Ascentis Wealth Management, LLC 0.00% No change 1 $125
Avion Wealth 0.00% Reduce -87.5% 3 $0
Cloud Capital Management, LLC 0.00% New 1 $0

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