DynatraceDT

13F holders, Q2 2025 (June 30)
627holders +25
91new positions
68sold out
9famous investors
$55.19avg. 13F price*

At the end of Q2 2025, 627 institutions reported holding Dynatrace Inc. (DT) in their 13F filings, up 25 from Q1 2025. 91 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($2.1B), Vanguard Group Inc. ($1.7B) and Brown Advisory Inc. ($651.9M). 9 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Dynatrace Inc.
CUSIP
268150109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 541Q1 2024Q2 2024: 552Q2 2024Q3 2024: 532Q3 2024Q4 2024: 579Q4 2024Q1 2025: 602Q1 2025Q2 2025: 627Q2 2025Q3 2025: 626Q3 2025Q4 2025: 663Q4 2025Q1 2026: 581Q1 2026Q2 2026: 595Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions91$315.9M
Exits68$265.9M

All 13F filers, Q1 2025 → Q2 2025: 28,655,888 shares bought and 25,447,898 shares sold, net +3,207,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 627 holders

BlackRock, Inc. 0.04% Add +3.3% 37,297,153 $2.1B
Vanguard Group Inc. 0.03% Add +3.6% 31,403,014 $1.7B
Brown Advisory Inc. 0.86% Reduce -7.2% 11,807,243 $651.9M
T. Rowe Price Associates Inc. 0.07% Reduce -29.4% 10,676,671 $589.5M
State Street Corp. 0.02% Reduce -1.5% 10,276,011 $567.3M
Pictet Asset Management Holding SA 0.49% Add +30.5% 8,803,387 $486.0M
Janus Henderson Group PLC 0.23% Reduce -10.5% 8,667,553 $478.5M
Goldman Sachs Group Inc. 0.08% Reduce -0.8% 8,530,093 $470.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +16.9% 8,168,152 $451.0M
American Century Companies Inc. 0.24% Add +0.6% 7,845,619 $433.2M
Geode Capital Management, LLC 0.02% Add +2.4% 5,757,417 $316.9M
William Blair Investment Management, LLC 0.61% Reduce -17.8% 4,163,361 $229.9M
RGM Capital, LLC 9.06% Add +0.1% 4,052,101 $223.7M
DSM Capital Partners LLC 2.69% Add +27.6% 3,291,325 $181.7M
Eminence Capital, LP 2.62% Reduce -3.8% 3,225,111 $178.1M
JPMorgan Chase & Co. 0.01% Add +1.9% 3,223,064 $177.9M
FMR LLC 0.01% Add +9.8% 3,175,107 $175.3M
Congress Asset Management Co. 1.18% Add +53.1% 3,118,815 $172.2M
Point72 Asset Management 0.41% Add +35.5% 3,000,374 $165.7M
Westfield Capital Management Co. LP 0.68% Add +1.4% 2,951,726 $163.0M
Citadel Advisors 0.14% Reduce -33.5% 2,933,414 $162.0M
Bank of America Corp. 0.01% Add +52.8% 2,836,174 $156.6M
Scge Management, L.P. 3.27% New 2,823,000 $155.9M
Northern Trust Corp. 0.02% Add +1.1% 2,784,361 $153.7M
Morgan Stanley 0.01% Add +31.0% 2,685,569 $148.3M
Jericho Capital Asset Management L.P. 1.89% Add +1.7% 2,571,767 $142.0M
Bank of New York Mellon Corp 0.03% Reduce -2.7% 2,547,993 $140.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.27% Add +4.3% 2,529,966 $139.6M
Handelsbanken Fonder AB 0.49% Add +11.0% 2,491,100 $137.5M
Deutsche Bank AG 0.05% Add +36.6% 2,313,631 $127.7M
Charles Schwab Investment Management Inc. 0.02% Add +2.0% 2,216,593 $122.4M
Clearbridge Investments, LLC 0.10% Add +0.2% 2,207,468 $121.9M
Dorsal Capital Management, LP 3.38% No change 2,150,000 $118.7M
Voya Investment Management LLC 0.13% Reduce -19.1% 2,006,981 $110.8M
Millennium Management 0.10% Add +254.2% 1,994,617 $110.1M
Allianz Asset Management GmbH 0.15% Add +97.5% 1,974,808 $109.0M
Raymond James Financial Inc. 0.03% Reduce -1.8% 1,716,933 $94.8M
Norges Bank 0.01% Reduce -46.4% 1,587,034 $87.6M
Dimensional Fund Advisors LP 0.02% Add +11.9% 1,540,547 $85.0M
ArrowMark Colorado Holdings LLC 1.42% Reduce -20.9% 1,424,071 $78.6M
TimesSquare Capital Management, LLC 1.10% Add +1.6% 1,383,654 $76.4M
Envestnet Asset Management Inc. 0.02% Add +6.2% 1,350,271 $74.5M
Advent International, L.P. 2.17% Add +132.5% 1,211,331 $66.9M
Royal Bank of Canada 0.01% Add +31.0% 1,154,696 $63.8M
Legal & General Group Plc 0.02% Add +11.2% 1,140,294 $63.0M
Barclays PLC 0.02% Add +0.1% 1,118,546 $61.8M
California Public Employees Retirement System 0.04% Reduce -16.5% 1,110,399 $61.3M
Worldquant Millennium Advisors LLC 0.30% Add +26.4% 1,092,310 $60.3M
Amundi 0.02% Add +1.4% 1,096,360 $59.9M
Keenan Capital, LLC 13.67% No change 1,060,279 $58.5M
Allspring Global Investments Holdings, LLC 0.09% Reduce -2.1% 1,022,141 $55.6M
Federated Hermes, Inc. 0.10% Add +54.1% 994,825 $54.9M
Baron Capital (BAMCO) 0.15% Add +65.6% 989,028 $54.6M
Ameriprise Financial Inc. 0.01% Reduce -65.0% 953,874 $52.7M
Assenagon Asset Management S.A. 0.08% Add +47.9% 949,786 $52.4M
UBS Group AG 0.01% Add +45.9% 925,766 $51.1M
Swiss National Bank 0.03% Add +7.7% 906,201 $50.0M
Robeco Institutional Asset Management B.V. 0.08% Add +0.1% 898,517 $49.6M
Wellington Management Group LLP 0.01% Add +14.3% 895,865 $49.5M
Rhumbline Advisers 0.04% Add +0.4% 887,237 $49.0M
Temasek Holdings (Private) Ltd 0.19% Add +121.6% 883,590 $48.8M
Nuveen, LLC 0.01% Reduce -26.2% 830,321 $45.8M
STRS Ohio 0.17% Add +0.5% 830,215 $45.8M
Invesco Ltd. 0.01% Add +38.9% 793,630 $43.8M
Principal Financial Group Inc. 0.02% Add +0.9% 779,684 $43.0M
Natixis Advisors, LLC 0.06% Add +275.3% 737,581 $40.7M
First Trust Advisors LP 0.03% Add +87.5% 726,094 $40.1M
Keybank National Association 0.15% Reduce -4.2% 707,601 $39.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +9.5% 681,010 $37.6M
Renaissance Technologies 0.05% Reduce -19.1% 673,958 $37.2M
Stephens Investment Management Group LLC 0.47% Add +12.6% 637,890 $35.2M
LBP Am SA 0.49% Add +35.1% 631,495 $34.9M
Sei Investments Co. 0.04% Add +0.2% 620,824 $34.3M
Qube Research & Technologies Ltd 0.05% Reduce -59.3% 605,744 $33.4M
Man Group plc 0.07% Reduce -47.0% 599,081 $33.1M
Renaissance Group LLC 1.29% New 597,629 $33.0M
Blair William & Co. 0.09% Add +6.7% 593,967 $32.8M
Glenmede Investment Management, LP 0.16% — 577,954 $31.9M
Comerica Bank 0.12% Add +1.7% 554,868 $30.6M
Bridgewater Associates 0.12% Reduce -9.9% 539,810 $29.8M
Artemis Investment Management LLP 0.35% Add +37.4% 494,648 $27.3M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -20.2% 489,226 $27.0M
Quantinno Capital Management LP 0.12% Add +45.1% 484,157 $26.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -9.5% 474,108 $26.2M
Clal Insurance Enterprises Holdings Ltd 0.26% No change 470,000 $25.9M
Nicholas Company, Inc. 0.41% Reduce -0.0% 443,658 $24.5M
Davidson Investment Advisors 1.09% Add +1.2% 440,047 $24.3M
Alliancebernstein L.P. 0.01% Add +6.6% 432,623 $23.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +4.2% 418,910 $23.1M
California State Teachers Retirement System 0.03% Add +6.2% 417,159 $23.0M
Danske Bank A/S 0.05% Add +146.0% 392,939 $21.7M
AEGON ASSET MANAGEMENT UK Plc 0.27% Reduce -5.0% 385,997 $21.3M
Raiffeisen Bank International AG 0.31% Add +1.1% 383,619 $21.0M
Jain Global LLC 0.34% Add +76.7% 376,784 $20.8M
CW Advisors, LLC 0.20% Add +58.7% 374,915 $20.7M
Macquarie Group Ltd. 0.03% Reduce -1.9% 372,772 $20.6M
Pinebridge Investments, L.P. 0.16% Reduce -9.8% 368,723 $20.4M
Retirement Systems of Alabama 0.07% Add +0.6% 366,440 $20.2M
Coronation Fund Managers Ltd. 1.10% Add +22.9% 366,012 $20.2M
HSBC Holdings PLC 0.01% Add +9.6% 361,213 $19.9M
Mane Global Capital Management LP 0.90% New 359,034 $19.8M
Public Employees Retirement Association of Colorado 0.07% No change 337,475 $18.6M
Prudential Financial Inc. 0.02% Add +26.8% 330,584 $18.3M
Walter Public Investments Inc. 3.03% Add +12.4% 323,956 $17.9M
Pacer Advisors, Inc. 0.05% Add +28.9% 321,869 $17.8M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -10.5% 319,588 $17.6M
Victory Capital Management Inc. 0.01% Add +2.2% 318,229 $17.6M
Trexquant Investment LP 0.19% Add +255.2% 311,054 $17.2M
Russell Investments Group, Ltd. 0.02% Reduce -0.2% 308,052 $17.0M
Ion Asset Management Ltd. 1.00% Add +15.4% 300,000 $16.6M
Varenne Capital Partners 3.77% New 270,615 $14.9M
Thrivent Financial for Lutherans 0.03% Reduce -23.7% 265,609 $14.7M
Caisse de depot et placement du Quebec 0.03% Reduce -54.1% 264,860 $14.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +10.7% 257,919 $14.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +17.6% 254,375 $14.0M
State Board of Administration of Florida Retirement System 0.02% Add +1.4% 253,311 $14.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +114.3% 250,898 $13.9M
Woodline Partners LP 0.07% New 237,999 $13.1M
LPL Financial LLC 0.00% Add +4.1% 231,860 $12.8M
ExodusPoint Capital Management, LP 0.16% Add +39.5% 231,708 $12.8M
Verition Fund Management LLC 0.08% Add +72.0% 231,585 $12.8M
UniSuper Management Pty Ltd 0.08% Add +55.4% 224,869 $12.4M
Armistice Capital, LLC 0.47% Reduce -10.4% 223,988 $12.4M
Aviva PLC 0.03% Add +3.9% 220,159 $12.2M
Jane Street Group, LLC 0.02% Add +279.3% 215,106 $11.9M
Citigroup Inc. 0.01% Reduce -17.1% 214,802 $11.9M
Teachers Retirement System of the State of Kentucky 0.09% No change 207,323 $11.4M
Cubist Systematic Strategies, LLC 0.12% Reduce -66.3% 202,010 $11.2M
LMR Partners LLP 0.25% Reduce -23.1% 200,000 $11.0M
Susquehanna International Group, LLP 0.02% Add +247.6% 196,532 $10.9M
M&G PLC 0.06% New 197,268 $10.8M
Two Sigma Investments, LP 0.02% Reduce -79.5% 194,442 $10.7M
Hantz Financial Services, Inc. 0.17% Add +4.1% 192,342 $10.6M
Manufacturers Life Insurance Company, The 0.01% Add +0.6% 188,688 $10.4M
Vident Advisory, LLC 0.12% Add +1157.9% 187,526 $10.4M
State of Wisconsin Investment Board 0.03% Reduce -2.1% 186,125 $10.3M
BNP Paribas Financial Markets 0.01% Reduce -39.9% 184,143 $10.2M
New York State Teachers Retirement System 0.02% Add +2.7% 182,850 $10.1M
Penserra Capital Management LLC 0.14% New 182,369 $10.1M
Nomura Asset Management Co. Ltd. 0.03% No change 181,055 $10.0M
Swedbank AB 0.01% Add +43.9% 179,426 $9.9M
MetLife Investment Management, LLC 0.06% Reduce -2.5% 174,706 $9.6M
Public Employees Retirement System of Ohio 0.03% Reduce -0.3% 173,310 $9.6M
Gotham Asset Management 0.06% Reduce -25.3% 171,916 $9.5M
APG Asset Management N.V. 0.03% Add +4.9% 201,140 $9.5M
Trillium Asset Management, LLC 0.25% Reduce -4.6% 169,875 $9.4M
Wells Fargo & Company 0.00% Add +59.7% 167,882 $9.3M
Robocap Asset Management Ltd 5.84% Reduce -10.2% 167,748 $9.3M
Focus Partners Wealth 0.02% Add +2064.7% 165,319 $9.1M
Vinva Investment Management Ltd 0.24% Add +1069.3% 165,062 $9.1M
Korea Investment CORP 0.02% Add +24.1% 160,665 $8.9M
Van Eck Associates Corp. 0.01% Add +172.1% 158,999 $8.8M
Acadian Asset Management LLC 0.02% Add +28.0% 158,333 $8.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +30.2% 155,246 $8.6M
New York State Common Retirement Fund 0.01% Add +2.8% 150,025 $8.3M
Mutual of America Capital Management LLC 0.09% Reduce -3.2% 149,099 $8.2M
Amalgamated Bank 0.06% Add +1.3% 145,264 $8.0M
Ensign Peak Advisors, Inc 0.01% Reduce -2.9% 138,863 $7.7M
Treasurer of the State of North Carolina 0.02% Add +0.5% 137,156 $7.6M
Commerce Bank 0.04% Add +5.6% 136,801 $7.6M
Los Angeles Capital Management LLC 0.03% Add +1127.3% 132,902 $7.3M
Asset Management One Co., Ltd. 0.02% Add +9.1% 132,648 $7.3M
State of Tennessee, Department of Treasury 0.03% No change 130,009 $7.2M
AQR Capital Management 0.01% Reduce -46.0% 127,288 $7.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -8.7% 125,998 $7.0M
Guggenheim Capital LLC 0.06% Add +4.2% 123,315 $6.8M
Globeflex Capital L P 0.56% Add +1.9% 123,304 $6.8M
Moran Wealth Management, LLC 0.21% Reduce -0.1% 121,980 $6.7M
Stanley-Laman Group, Ltd. 0.97% Reduce -8.2% 118,421 $6.5M
Harbor Capital Advisors, Inc. 0.27% Add +2.7% 115,398 $6.4M
Resona Asset Management Co.,Ltd. 0.03% Add +8.3% 115,166 $6.4M
Cary Street Partners Financial LLC 0.17% Reduce -0.6% 112,910 $6.2M
Mn Services Vermogensbeheer B.V. 0.04% Add +11.9% 111,900 $6.2M
Police & Firemen's Retirement System of New Jersey 0.06% Add +3.7% 111,663 $6.2M
KLP Kapitalforvaltning As 0.03% Reduce -4.0% 110,200 $6.1M
Oppenheimer Asset Management Inc. 0.07% Add +216.5% 109,018 $6.0M
Cullinan Associates Inc. 0.40% No change 109,000 $6.0M
F/m Investments LLC 0.22% Add +1.5% 108,531 $6.0M
Baird Financial Group, Inc. 0.01% Reduce -10.8% 102,091 $5.6M
Yousif Capital Management, LLC 0.06% Reduce -1.8% 101,768 $5.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -0.8% 101,553 $5.6M
Capitolis Liquid Global Markets LLC 0.04% No change 100,000 $5.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.15% Reduce -22.1% 98,510 $5.4M
MML Investors Services, LLC 0.02% Reduce -0.6% 96,727 $5.3M
Forsta Ap-Fonden 0.04% Add +58.9% 96,600 $5.3M
State of New Jersey Common Pension Fund D 0.02% No change 96,516 $5.3M
Johnson Investment Counsel Inc. 0.05% Add +7.8% 94,482 $5.2M
Sendero Wealth Management, LLC 0.64% Add +31.8% 93,427 $5.2M
Candriam S.C.A. 0.03% New 88,871 $4.9M
Arizona State Retirement System 0.03% Add +1.4% 87,495 $4.8M
Ameritas Investment Partners, Inc. 0.15% Reduce -0.8% 85,837 $4.7M
MYDA Advisors LLC 1.32% Add +88.5% 85,000 $4.7M
Synovus Financial Corp. 0.06% Add +3.1% 84,991 $4.7M
Louisiana State Employees Retirement System 0.08% Add +0.5% 84,300 $4.7M
Union Bancaire Privee, UBP SA 0.07% Reduce -26.2% 95,014 $4.6M
QRG Capital Management, Inc. 0.04% Add +18.4% 82,932 $4.6M
Slow Capital, Inc. 0.56% New 82,740 $4.6M
Pathstone Holdings, LLC 0.02% Reduce -8.7% 81,406 $4.5M
Xponance LLC 0.04% Add +0.2% 80,771 $4.5M
Bank of Montreal 0.00% Add +30.5% 78,862 $4.4M
Covea Finance 0.16% Add +67.0% 78,500 $4.3M
Melqart Asset Management (UK) Ltd 0.61% Reduce -54.0% 77,332 $4.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.7% 77,031 $4.3M
New Age Alpha Advisors, LLC 0.19% Add +1094.9% 76,473 $4.2M
Insight Wealth Strategies, LLC 0.53% New 76,971 $4.2M
Siren, L.L.C. 0.21% Reduce -14.3% 75,229 $4.2M
Cetera Investment Advisers 0.01% Add +32.2% 73,088 $4.0M
Sit Investment Associates Inc. 0.09% Reduce -1.1% 73,010 $4.0M
State of Michigan Retirement System 0.02% Add +0.7% 72,100 $4.0M
Benson Investment Management Company, Inc. 1.50% Add +2.8% 71,553 $4.0M
Rosenblum Silverman Sutton S F Inc. 0.91% No change 67,738 $3.7M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.6% 66,941 $3.7M
Vestcor Inc 0.11% Add +3.4% 66,846 $3.7M
South Dakota Investment Council 0.07% No change 64,818 $3.6M
AXA S.A. 0.01% Add +972.7% 63,774 $3.5M
Toronto Dominion Bank 0.01% Add +16.6% 62,273 $3.4M
Oregon Public Employees Retirement Fund 0.06% Add +0.3% 60,919 $3.4M
New Mexico Educational Retirement Board 0.11% No change 60,870 $3.4M
Curi Capital, LLC 0.06% Add +4.2% 60,606 $3.3M
Fox Run Management, L.L.C. 0.55% Reduce -18.4% 59,272 $3.3M
Storebrand Asset Management As 0.01% Reduce -20.9% 57,845 $3.2M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -36.2% 57,697 $3.2M
Munro Partners 0.10% New 57,180 $3.2M
Transamerica Financial Advisors, LLC 0.29% New 56,890 $3.1M
Group One Trading LLC 0.10% New 56,405 $3.1M
Grandeur Peak Global Advisors, LLC 0.37% Add +8.6% 56,340 $3.1M
IFM Investors Pty Ltd 0.03% Add +9.2% 54,838 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +40.0% 54,723 $3.0M
KBC Group NV 0.01% Reduce -3.9% 54,329 $3.0M
Aquatic Capital Management LLC 0.06% Reduce -65.3% 54,258 $3.0M
Daiwa Securities Group Inc. 0.01% Add +10.7% 52,837 $2.9M
Freestone Grove Partners LP 0.02% New 52,590 $2.9M
Cinctive Capital Management LP 0.16% Reduce -87.7% 51,882 $2.9M
Swiss Life Asset Management Ltd 0.02% Reduce -50.1% 51,531 $2.8M
HERALD INVESTMENT MANAGEMENT Ltd 0.41% No change 50,000 $2.8M
Utah Retirement Systems 0.03% Reduce -0.6% 48,884 $2.7M
DNB Asset Management AS 0.01% Reduce -6.8% 48,869 $2.7M
WCM Investment Management, LLC 0.01% Add +14.8% 48,986 $2.7M
Torray Investment Partners LLC 0.38% Reduce -0.1% 47,211 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.5% 47,097 $2.6M
Quantbot Technologies LP 0.07% Reduce -62.0% 46,967 $2.6M
Alps Advisors Inc. 0.01% Reduce -2.0% 46,284 $2.6M
Graham Capital Management, L.P. 0.08% Reduce -34.6% 46,262 $2.6M
Elo Mutual Pension Insurance Co 0.05% Reduce -23.9% 46,255 $2.6M
Canada Pension Plan Investment Board 0.00% Reduce -5.6% 45,500 $2.5M
Teacher Retirement System of Texas 0.01% Reduce -1.5% 45,453 $2.5M
Osaic Holdings, Inc. 0.00% Add +5.2% 43,055 $2.3M
State of Alaska, Department of Revenue 0.02% Reduce -3.1% 42,224 $2.3M
Calamos Advisors LLC 0.01% Add +441.7% 40,827 $2.3M
Zions Bancorporation, National Association 0.12% Reduce -5.1% 40,569 $2.2M
Mercer Global Advisors Inc. 0.01% Add +19.0% 40,392 $2.2M
Creative Planning 0.00% Add +34.3% 40,001 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +21.9% 39,809 $2.2M
Assetmark, Inc. 0.01% Reduce -2.0% 39,462 $2.2M
Proficio Capital Partners LLC 0.13% Reduce -10.2% 39,275 $2.2M
Vestmark Advisory Solutions, Inc. 0.03% Add +291.9% 38,905 $2.1M
Benjamin Edwards Inc. 0.03% Add +10.7% 38,160 $2.1M
Headlands Technologies LLC 0.24% Add +17.6% 36,804 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +2.6% 36,710 $2.0M
BNP Paribas 0.07% Add +0.6% 36,563 $2.0M
Simplex Trading, LLC 0.05% Add +44.5% 36,511 $2.0M
TD Asset Management Inc 0.00% Add +39.3% 36,139 $2.0M
Neuberger Berman Group LLC 0.00% Add +3.4% 35,439 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 34,712 $1.9M
US Bancorp \de 0.00% Reduce -23.1% 33,493 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -1.6% 33,481 $1.8M
NewEdge Wealth, LLC 0.03% Add +642.9% 38,974 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +5.9% 32,559 $1.8M
Gradient Investments LLC 0.03% Reduce -1.4% 32,267 $1.8M
Park Avenue Securities LLC 0.02% Add +8.1% 31,974 $1.8M
OP Asset Management Ltd 0.03% Add +0.8% 31,730 $1.8M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -73.3% 31,707 $1.8M
DekaBank Deutsche Girozentrale 0.00% Add +1.0% 31,729 $1.8M
New York Life Investment Management LLC 0.02% Add +7.4% 31,644 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -70.3% 31,158 $1.7M
L & S Advisors Inc 0.19% Add +30.0% 31,088 $1.7M
Engineers Gate Manager LP 0.02% Reduce -84.7% 30,444 $1.7M
GAM Holding AG 0.12% Reduce -14.6% 29,878 $1.6M
Eventide Asset Management, LLC 0.03% Reduce -19.6% 29,834 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.8% 29,614 $1.6M
1492 Capital Management LLC 0.76% Add +427.7% 29,588 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 29,541 $1.6M
Susquehanna Portfolio Strategies, LLC 0.04% New 29,274 $1.6M
Sequoia Financial Advisors, LLC 0.01% New 28,530 $1.6M
1832 Asset Management L.P. 0.00% New 28,293 $1.6M
Bridges Investment Management Inc. 0.02% Add +13.3% 28,193 $1.6M
Fifth Third Bancorp 0.01% Reduce -22.4% 28,112 $1.6M
Banque Cantonale Vaudoise 0.06% Add +11.7% 28,128 $1.6M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -18.2% 27,753 $1.5M
Y.D. More Investments Ltd 0.10% Add +9.9% 27,395 $1.5M
HighTower Advisors, LLC 0.00% Reduce -20.9% 26,549 $1.5M
Ofi Invest Asset Management 0.04% No change 30,865 $1.5M
Tredje AP-fonden 0.01% Add +11.6% 25,556 $1.4M
Stifel Financial Corp. 0.00% Add +36.4% 25,519 $1.4M
Horizon Investments, LLC 0.02% Add +120019.1% 25,225 $1.4M
Versor Investments LP 0.24% Add +73.0% 24,471 $1.4M
Natixis 0.01% Add +5.4% 24,449 $1.3M
Prelude Capital Management, LLC 0.13% New 24,412 $1.3M
Parallax Volatility Advisers, L.P. 0.07% New 24,406 $1.3M
Franklin Resources Inc. 0.00% Reduce -8.0% 24,263 $1.3M
Principal Securities, Inc. 0.02% Add +50.1% 23,098 $1.3M
Securian Asset Management, Inc. 0.04% No change 22,735 $1.3M
Nordea Investment Management AB 0.00% Add +3.0% 22,785 $1.3M
Regions Financial Corp. 0.01% Add +1.6% 22,644 $1.3M
Inceptionr LLC 0.29% New 22,362 $1.2M
Truist Financial Corp. 0.00% Reduce -22.2% 22,224 $1.2M
Tidal Investments LLC 0.01% Reduce -60.9% 22,076 $1.2M
Cim, LLC 0.16% Add +5.1% 21,956 $1.2M
PDT Partners, LLC 0.07% New 21,900 $1.2M
Van Berkom & Associates Inc. 0.04% No change 21,535 $1.2M
Atria Investments, Inc 0.01% Add +198.2% 21,256 $1.2M
Burney Co./ 0.04% Reduce -14.1% 21,082 $1.2M
Parallel Advisors, LLC 0.02% Add +4.0% 21,014 $1.2M
Plato Investment Management Ltd 0.09% Add +290.9% 20,963 $1.2M
TD Private Client Wealth LLC 0.03% Reduce -6.7% 20,698 $1.1M
GMO 0.00% Add +119.3% 20,613 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +84.7% 20,608 $1.1M
Oliver Lagore Vanvalin Investment Group 0.44% — 23,695 $1.1M
Avanza Fonder AB 0.03% No change 20,153 $1.1M
Shaker Investments LLC 0.45% New 19,980 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +3.4% 19,760 $1.1M
Prudential PLC 0.01% Reduce -50.4% 19,601 $1.1M
APG Asset Management US Inc. 0.01% No change 19,775 $1.1M
Quadrant Capital Group LLC 0.04% Add +10.6% 19,263 $1.1M
Nvwm, LLC 0.25% Reduce -0.5% 19,097 $1.1M
ProShare Advisors LLC 0.00% Add +3.5% 18,946 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.2% 18,856 $1.0M
One Capital Management, LLC 0.04% New 18,671 $1.0M
Summit Global Investments 0.06% Reduce -1.2% 18,609 $1.0M
Future Fund LLC 0.46% New 18,567 $1.0M
Walleye Capital LLC 0.01% Add +105.8% 18,544 $1.0M
Ostrum Asset Management 0.05% Reduce -2.8% 18,481 $1.0M
Generali Asset Management SPA SGR 0.02% New 17,988 $993K
MASTERINVEST Kapitalanlage GmbH 0.10% — 17,462 $964K
Orion Porfolio Solutions, LLC 0.01% Add +37.1% 16,752 $925K
Silvercrest Asset Management Group LLC 0.01% Reduce -6.9% 16,705 $922K
Shell Asset Management Co. 0.03% Add +85.6% 16,590 $916K
Bollard Group LLC 0.02% New 16,566 $915K
Qtron Investments LLC 0.12% Add +75.6% 16,511 $912K
Pier Capital, LLC 0.14% Reduce -2.3% 16,281 $899K
Lazard Asset Management LLC 0.00% Add +822.5% 16,246 $896K
Atria Wealth Solutions, Inc. 0.02% Add +129.2% 15,870 $876K
Campbell & CO Investment Adviser LLC 0.05% Reduce -20.5% 15,640 $863K
Avantax Advisory Services, Inc. 0.00% Reduce -3.9% 15,637 $863K
Intech Investment Management LLC 0.01% Reduce -11.5% 15,555 $859K
Ethic Inc. 0.02% Add +20.2% 15,631 $858K
Brevan Howard Capital Management LP 0.01% New 15,282 $844K
Caxton Associates LLP 0.02% No change 15,169 $837K
Violich Capital Management, Inc. 0.12% No change 15,000 $828K
Gulf International Bank (UK) Ltd 0.03% Reduce -16.3% 14,796 $816K
Norden Group LLC 0.09% Add +10.2% 14,303 $790K
Cooper Financial Group 0.09% Reduce -10.3% 14,173 $782K
Commonwealth Equity Services, LLC 0.00% Add +13.3% 14,097 $778K
Royal London Asset Management Ltd. 0.00% No change 13,828 $763K
Maryland State Retirement & Pension System 0.02% No change 13,782 $761K
Summit Trail Advisors, LLC 0.01% New 13,600 $751K
SG Americas Securities, LLC 0.00% Add +109.0% 13,593 $750K
B. Metzler seel. Sohn & Co. AG 0.01% No change 13,189 $728K
Schroder Investment Management Group 0.00% Add +173.2% 12,638 $698K
CIBC Asset Management Inc 0.00% Add +0.6% 12,574 $694K
L. Roy Papp & Associates, LLP 0.08% Add +2.3% 12,535 $692K
Cibc World Markets Corp. 0.00% Reduce -8.2% 12,466 $688K
Kestra Advisory Services, LLC 0.00% Reduce -0.9% 11,852 $654K
Advisor OS, LLC 0.06% Reduce -10.9% 11,776 $650K
Centiva Capital, LP 0.04% Add +39.0% 11,751 $649K
Holocene Advisors, LP 0.00% Reduce -96.9% 11,376 $628K
&partners 0.00% Add +48.3% 11,297 $624K
E. Ohman J:or Asset Management AB 0.02% Reduce -19.9% 11,219 $619K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 11,175 $617K
Bank of Nova Scotia 0.00% Reduce -29.7% 11,148 $615K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -1.6% 11,021 $608K
Schonfeld Strategic Advisors LLC 0.00% Reduce -86.0% 10,934 $604K
Metis Global Partners, LLC 0.02% Reduce -0.3% 10,815 $597K
Captrust Financial Advisors 0.00% Add +24.0% 10,815 $597K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.3% 10,548 $596K
Shelton Capital Management 0.01% Reduce -1.3% 10,725 $592K
Corient Private Wealth LP 0.00% Add +36.7% 10,712 $591K
Integrated Quantitative Investments LLC 0.17% New 10,688 $590K
Yorktown Management & Research Co Inc 0.56% No change 10,600 $585K
Curated Wealth Partners LLC 0.07% Add +33.0% 10,590 $585K
Dakota Wealth Management 0.01% Reduce -5.4% 10,558 $583K
Mariner, LLC 0.00% Reduce -38.4% 10,418 $575K
Illinois Municipal Retirement Fund 0.01% Reduce -15.0% 10,333 $570K
Advisory Services Network, LLC 0.01% New 10,785 $567K
111 Capital 0.10% New 10,230 $565K
A&I Financial Services, LLC 0.31% Reduce -38.9% 10,067 $556K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -43.8% 9,999 $552K
RFG Advisory, LLC 0.01% Add +1.5% 9,936 $549K
OMERS ADMINISTRATION Corp 0.00% No change 9,935 $549K
HUB Investment Partners, LLC 0.02% New 9,861 $544K
XTX Topco Ltd 0.02% Reduce -90.2% 9,724 $537K
Nations Financial Group Inc, /Ia/ 0.04% Add +4.3% 9,692 $535K
D.A. Davidson & Co. 0.00% Reduce -3.0% 9,659 $533K
Oak Thistle LLC 0.08% Reduce -68.4% 9,583 $529K
Syon Capital LLC 0.03% New 9,413 $520K
Cache Advisors, LLC 0.14% No change 9,304 $514K
Summit Creek Advisors LLC 0.07% Add +39.8% 9,281 $512K
Perigon Wealth Management, LLC 0.01% New 9,209 $508K
NewEdge Advisors, LLC 0.00% Add +0.1% 9,141 $505K
Cresset Asset Management, LLC 0.00% Reduce -48.0% 9,112 $503K
Knollwood Investment Advisory, LLC 0.05% No change 9,088 $502K
Janney Montgomery Scott LLC 0.00% Reduce -2.5% 9,035 $499K
Quantitative Investment Management, LLC 0.07% New 8,976 $495K
M&T Bank Corp 0.00% Reduce -69.4% 8,762 $484K
Tower Research Capital LLC (TRC) 0.01% Reduce -19.0% 8,714 $481K
Elevation Point Wealth Partners, LLC 0.04% Reduce -28.0% 8,669 $479K
Praxis Investment Management Inc. 0.03% No change 8,630 $476K
Western Wealth Management, LLC 0.03% New 8,525 $471K
Boothbay Fund Management, LLC 0.01% Reduce -30.5% 8,504 $470K
Nomura Holdings Inc. 0.00% New 8,288 $458K
Mackenzie Financial Corp. 0.00% No change 8,287 $458K
GraniteShares Advisors LLC 0.28% New 8,266 $456K
Gsa Capital Partners LLP 0.03% Reduce -52.9% 8,187 $452K
Avior Wealth Management, LLC 0.02% No change 8,099 $447K
Blue Trust, Inc. 0.01% Add +6.2% 8,077 $446K
iSAM Funds (UK) Ltd 0.10% New 8,063 $445K
Ieq Capital, LLC 0.00% New 7,894 $436K
Versant Capital Management, Inc 0.07% Reduce -0.6% 7,854 $434K
Sowell Financial Services LLC 0.02% New 7,843 $433K
MJP Associates Inc. 0.06% Reduce -11.3% 7,795 $430K
Fifth Third Wealth Advisors LLC 0.02% Add +0.3% 7,733 $427K
Arkadios Wealth Advisors 0.01% Add +32.1% 7,618 $421K
Inscription Capital, LLC 0.06% New 7,572 $418K
Mach-1 Financial Group, LLC 0.12% Add +5.7% 7,513 $415K
Jackson Creek Investment Advisors LLC 0.11% Add +0.8% 7,501 $414K
State of Wyoming 0.05% Add +219.6% 7,484 $413K
Ashton Thomas Securities, LLC 0.10% New 7,450 $411K
Marshall Wace, LLP 0.00% New 7,434 $410K
Investment Management Corp of Ontario 0.01% Reduce -13.0% 7,374 $407K
Sanctuary Advisors, LLC 0.00% Add +38.6% 7,301 $403K
Brooklyn Investment Group 0.05% Add +697.2% 7,215 $398K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.5% 7,129 $394K
Cerity Partners LLC 0.00% Add +18.8% 7,018 $387K
Profund Advisors LLC 0.01% Reduce -5.1% 6,945 $383K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.2% 6,934 $383K
Choreo, LLC 0.01% Reduce -12.2% 6,706 $370K
Forum Financial Management, LP 0.01% Add +1.9% 6,532 $361K
Kessler Investment Group, LLC 0.15% Reduce -50.2% 6,506 $359K
Keel Point, LLC 0.02% New 6,492 $358K
LaFleur & Godfrey LLC 0.04% No change 6,480 $358K
Intrust Bank NA 0.03% Add +5.9% 6,463 $357K
Portside Wealth Group, LLC 0.05% Reduce -0.9% 6,359 $351K
Blueshift Asset Management, LLC 0.11% New 6,333 $350K
OneDigital Investment Advisors LLC 0.00% New 6,302 $348K
Concurrent Investment Advisors, LLC 0.01% Add +1.3% 6,210 $343K
Hilltop Holdings Inc. 0.02% New 5,917 $327K
Chicago Partners Investment Group LLC 0.01% New 6,050 $325K
Legacy Wealth Asset Management, LLC 0.08% Add +3.0% 5,809 $321K
Dynasty Wealth Management, LLC 0.01% Reduce -17.2% 5,797 $320K
WoodTrust Financial Corp 0.04% Add +21.1% 5,750 $317K
Wedbush Securities Inc. 0.01% Reduce -2.9% 5,712 $315K
J. Safra Sarasin Holding AG 0.01% Reduce -86.0% 5,631 $311K
Federation des caisses Desjardins du Quebec 0.00% Reduce -16.3% 5,538 $306K
Alliance Wealth Advisors, LLC 0.07% Reduce -3.4% 5,500 $304K
Vontobel Holding Ltd. 0.00% Add +8.0% 5,469 $302K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 5,400 $298K
Capstone Investment Advisors, LLC 0.00% New 5,390 $298K
CIBC Private Wealth Group LLC 0.00% Reduce -23.3% 5,384 $297K
Perbak Capital Partners LLP 0.07% New 5,380 $297K
Apollon Wealth Management, LLC 0.01% New 5,301 $293K
Prosperity Consulting Group, LLC 0.02% New 5,287 $292K
Kera Capital Partners, Inc. 0.06% Add +20.1% 5,276 $291K
DRW Securities, LLC 0.02% New 5,272 $291K
Rafferty Asset Management, LLC 0.00% Add +1.9% 5,232 $289K
Oppenheimer & Co. Inc. 0.00% New 5,080 $280K
Aaron Wealth Advisors LLC 0.03% Reduce -25.5% 5,048 $279K
Prospera Financial Services Inc 0.01% Add +4.1% 5,001 $276K
BBR Partners, LLC 0.02% New 5,000 $276K
Optas, LLC 0.05% New 4,990 $276K
Erste Asset Management GmbH 0.00% Add +0.0% 4,997 $274K
Covestor Ltd 0.16% Add +61.5% 4,964 $274K
Evergreen Capital Management LLC 0.01% Reduce -28.3% 4,863 $268K
HighPoint Advisor Group LLC 0.01% Add +3.6% 4,835 $267K
Harvest Fund Management Co., Ltd 0.01% New 4,829 $266K
Compound Planning, Inc. 0.01% Reduce -3.5% 4,712 $260K
Advisors Asset Management, Inc. 0.00% Reduce -15.0% 4,650 $257K
World Investment Advisors 0.01% New 4,636 $256K
Cordatus Wealth Management LLC 0.06% Add +0.6% 4,497 $248K
Baker Avenue Asset Management, LP 0.01% Reduce -1.8% 4,349 $240K
Quent Capital, LLC 0.02% Add +4.6% 4,288 $237K
Diversified Trust Co. 0.01% Reduce -41.9% 4,247 $234K
Claret Asset Management Corp 0.03% Reduce -0.3% 4,238 $234K
Ballentine Partners, LLC 0.00% New 4,238 $234K
GAMMA Investing LLC 0.01% Reduce -1.4% 4,185 $231K
Coldstream Capital Management Inc. 0.00% Reduce -11.2% 4,167 $230K
Stephens Inc. 0.00% New 4,123 $228K
Siemens Fonds Invest GmbH 0.01% Add +22.9% 4,100 $226K
Connecticut Wealth Management, LLC 0.01% New 4,097 $226K
Virtue Capital Management, LLC 0.04% Reduce -13.2% 4,008 $221K
Mgo One Seven LLC 0.01% New 3,896 $215K
Leonteq Securities AG 0.01% Add +83.6% 3,894 $215K
Covenant Partners, LLC 0.06% New 3,893 $215K
Pension & Wealth Management Advisors, Inc. 0.07% Reduce -14.8% 3,828 $211K
180 Wealth Advisors, LLC 0.03% Reduce -11.4% 3,805 $210K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 3,800 $210K
Ascent Group, LLC 0.01% Reduce -27.9% 3,726 $206K
Signaturefd, LLC 0.00% Reduce -6.4% 3,639 $201K
Wilmington Savings Fund Society, FSB 0.00% Reduce -50.2% 3,253 $180K
Aster Capital Management (DIFC) Ltd 0.04% Add +443.1% 3,134 $173K
Jones Financial Companies LLLP 0.00% Add +42.7% 3,103 $170K
Cwm, LLC 0.00% Reduce -46.1% 2,966 $164K
AlphaQuest LLC 0.02% Reduce -57.4% 2,939 $162K
First Horizon Advisors, Inc. 0.00% Add +23.3% 2,876 $159K
Johnson Financial Group, Inc. 0.01% Reduce -11.2% 2,854 $158K
Bessemer Group Inc. 0.00% Reduce -22.0% 2,753 $152K
UMB Bank, n.a. 0.00% Reduce -14.5% 2,753 $152K
Steph & Co. 0.05% Reduce -48.3% 2,636 $146K
Employees Retirement System of Texas 0.00% New 2,465 $136K
Truvestments Capital LLC 0.02% Reduce -4.0% 2,167 $120K
Ossiam 0.00% No change 2,165 $120K
Fulcrum Asset Management LLP 0.03% — 2,101 $116K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,100 $116K
Archer Investment Corp 0.03% No change 2,075 $115K
National Bank of Canada 0.00% Reduce -76.5% 1,890 $104K
SBI Securities Co., Ltd. 0.00% Add +15.4% 1,869 $103K
Summit Securities Group LLC 0.03% New 1,727 $95K
Allworth Financial LP 0.00% Add +29.1% 1,715 $95K
Clearstead Advisors, LLC 0.00% Add +1183.2% 1,604 $89K
Farther Finance Advisors, LLC 0.00% Reduce -33.1% 1,549 $86K
Northwestern Mutual Wealth Management Co. 0.00% Add +21.3% 1,548 $85K
Huntington National Bank 0.00% Add +259.8% 1,486 $82K
Quarry LP 0.02% Reduce -77.3% 1,434 $79K
CI Investments Inc. 0.00% Add +46.1% 1,303 $72K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.03% New 1,282 $71K
Park Place Capital Corp 0.02% No change 1,291 $70K
CX Institutional 0.00% Add +42.6% 1,221 $67K
S.A. Mason LLC 0.03% Reduce -4.1% 1,170 $65K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.1% 1,146 $63K
Global Retirement Partners, LLC 0.00% — 1,135 $63K
Steward Partners Investment Advisory, LLC 0.00% Reduce -29.9% 1,121 $62K
Arax Advisory Partners 0.00% Reduce -6.7% 1,008 $56K
Loomis Sayles & Co. L P 0.00% Add +21.0% 1,003 $55K
Opal Wealth Advisors, LLC 0.01% Reduce -0.2% 956 $53K
Mark Sheptoff Financial Planning, LLC 0.03% No change 950 $52K
Spire Wealth Management 0.00% Reduce -12.1% 720 $40K
GeoWealth Management, LLC 0.00% New 665 $37K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.4% 660 $36K
Eastern Bank 0.00% New 630 $35K
VSM Wealth Advisory, LLC 0.01% New 617 $34K
Rise Advisors, LLC 0.01% No change 579 $32K
Geneos Wealth Management Inc. 0.00% Add +3.6% 549 $30K
MAI Capital Management 0.00% Add +122.4% 547 $30K
CoreCap Advisors, LLC 0.00% Add +290.6% 543 $30K
University of Texas/Texas Am Investment Management Co. 0.00% No change 460 $25K
Sterling Capital Management LLC 0.00% Reduce -55.5% 445 $25K
Global X Japan Co., Ltd. 0.00% Add +33.7% 369 $20K
Nisa Investment Advisors, LLC 0.00% Add +84.9% 368 $20K
NewSquare Capital LLC 0.00% Add +59.6% 367 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 332 $18K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 330 $18K
Armstrong Advisory Group, Inc. 0.00% No change 300 $17K
Bokf, NA 0.00% Reduce -93.5% 288 $16K
Riverview Trust Co 0.02% Reduce -59.8% 245 $14K
Farmers & Merchants Investments Inc. 0.00% Add +15.4% 240 $13K
Larson Financial Group LLC 0.00% Reduce -43.4% 236 $13K
Hemington Wealth Management 0.00% Add +37.3% 243 $13K
Cary Street Partners Investment Advisory LLC 0.01% Add +39.8% 232 $13K
True Wealth Design, LLC 0.00% Add +12.4% 227 $13K
Westside Investment Management, Inc. 0.00% New 216 $12K
Harbour Investments, Inc. 0.00% Add +653.6% 211 $12K
Alerus Financial NA 0.00% New 200 $11K
FNY Investment Advisers, LLC 0.00% New 201 $11K
Smartleaf Asset Management LLC 0.00% Reduce -74.1% 186 $10K
IFP Advisors, Inc 0.00% Reduce -68.0% 50 $10K
Edmond DE Rothschild Holding S.A. 0.00% No change 184 $10K
Vermillion & White Wealth Management Group, LLC 0.01% No change 175 $10K
Iron Horse Wealth Management, LLC 0.00% New 150 $8K
Parkside Financial Bank & Trust 0.00% Reduce -15.6% 146 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 163 $8K
Washington Trust Advisors, Inc. 0.00% Add +9.9% 133 $7K
AdvisorNet Financial, Inc 0.00% Add +13.6% 117 $6K
Fortitude Family Office, LLC 0.00% New 112 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -13.0% 107 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -11.8% 105 $6K
Whittier Trust Co. of Nevada Inc. 0.00% No change 104 $6K
Barrett & Company, Inc. 0.00% No change 100 $6K
Key Financial Inc 0.00% No change 99 $5K
Bare Financial Services, Inc 0.00% Add +216.1% 98 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -4.9% 97 $5K
High Note Wealth, LLC 0.00% Reduce -12.8% 82 $5K
HighMark Wealth Management LLC 0.00% New 81 $4K
Cornerstone Planning Group LLC 0.00% Reduce -4.3% 88 $4K
Bell Investment Advisors, Inc 0.00% Reduce -28.4% 73 $4K
Creative Financial Designs Inc. 0.00% Reduce -51.4% 69 $4K
Highline Wealth Partners LLC 0.00% No change 66 $4K
Tsfg, LLC 0.00% No change 55 $3K
Lanark Financial, Inc. 0.00% Reduce -6.3% 60 $3K
Colonial Trust Co / SC 0.00% Add +12.5% 54 $3K
JNBA Financial Advisors 0.00% No change 53 $3K
North Capital, Inc. 0.00% No change 53 $3K
Kozak & Associates, Inc. 0.00% No change 39 $2K
Crewe Advisors LLC 0.00% Add +333.3% 39 $2K
Ancora Advisors LLC 0.00% New 39 $2K
Capital Advisors, Ltd. LLC 0.00% Add +19.4% 43 $2K
Brown Brothers Harriman & Co. 0.00% New 36 $2K
Cromwell Holdings LLC 0.00% Add +70.0% 34 $2K
Rakuten Securities, Inc. 0.00% Reduce -86.8% 33 $2K
Activest Wealth Management 0.00% Add +0.0% 33 $2K
CVA Family Office, LLC 0.00% New 32 $2K
Rialto Wealth Management, LLC 0.00% New 31 $2K
Riggs Asset Managment Co. Inc. 0.00% New 31 $2K
Garde Capital, Inc. 0.00% No change 30 $2K
SouthState Bank Corp 0.00% Reduce -49.0% 25 $1K
Hughes Financial Services, LLC 0.00% Add +120.0% 22 $1K
Quaker Wealth Management, LLC 0.00% — 19 $1K
Cullen/Frost Bankers, Inc. 0.00% No change 19 $1K
Avion Wealth 0.00% Reduce -12.8% 34 $1K
Nova Wealth Management, Inc. 0.00% New 18 $994
Sachetta, LLC 0.00% Reduce -68.6% 16 $884
WealthTrak Capital Management LLC 0.00% Reduce -40.0% 15 $829
SJS Investment Consulting Inc. 0.00% Reduce -44.0% 14 $773
Parkworth Wealth Management, Inc. 0.00% Add +160.0% 13 $718
Tortoise Investment Management, LLC 0.00% New 13 $718
Bay Harbor Wealth Management, LLC 0.00% Add +140.0% 12 $662
Financial Management Professionals, Inc. 0.00% No change 11 $607
Rothschild Investment LLC 0.00% Reduce -31.3% 11 $607
HFM Investment Advisors, LLC 0.00% Add +233.3% 10 $552
Stephens Consulting, LLC 0.00% New 9 $497
MV Capital Management, Inc. 0.00% No change 8 $442
DecisionPoint Financial, LLC 0.00% New 5 $273
Principia Wealth Advisory, LLC 0.00% Reduce -63.6% 4 $221
NFSG Corp 0.00% No change 4 $221
Asset Dedication, LLC 0.00% No change 3 $166
Private Wealth Asset Management, LLC 0.00% No change 3 $166
TFC Financial Management, Inc. 0.00% New 2 $111
Private Wealth Management Group, LLC 0.00% New 2 $111
Wood Tarver Financial Group, LLC 0.00% No change 7 $0

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