DynatraceDT

13F holders, Q3 2025 (September 30)
626holders −1
85new positions
85sold out
9famous investors
$48.46avg. 13F price*

At the end of Q3 2025, 626 institutions reported holding Dynatrace Inc. (DT) in their 13F filings, down 1 from Q2 2025. 85 opened new positions and 85 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Group Inc. ($1.6B) and Pictet Asset Management Holding SA ($609.2M). 9 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions85$125.0M
Exits85$605.4M

All 13F filers, Q2 2025 → Q3 2025: 33,276,928 shares bought and 30,215,787 shares sold, net +3,061,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 626 holders

BlackRock, Inc. 0.03% Reduce -1.4% 36,763,739 $1.8B
Vanguard Group Inc. 0.02% Add +2.4% 32,142,909 $1.6B
Pictet Asset Management Holding SA 0.59% Add +42.8% 12,571,543 $609.2M
State Street Corp. 0.02% Add +2.8% 10,562,363 $511.7M
Brown Advisory Inc. 0.61% Reduce -17.9% 9,688,749 $469.4M
T. Rowe Price Associates Inc. 0.05% Reduce -12.6% 9,329,578 $452.0M
Goldman Sachs Group Inc. 0.06% Add +2.2% 8,720,251 $422.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +0.2% 8,186,314 $396.6M
American Century Companies Inc. 0.20% Add +0.9% 7,919,446 $383.7M
Wellington Management Group LLP 0.06% Add +719.3% 7,340,127 $355.6M
Janus Henderson Group PLC 0.13% Reduce -30.5% 6,023,307 $291.8M
Geode Capital Management, LLC 0.02% Add +3.5% 5,961,218 $288.0M
Citadel Advisors 0.22% Add +89.2% 5,551,164 $269.0M
RGM Capital, LLC 8.45% Add +2.2% 4,141,041 $200.6M
FMR LLC 0.01% Add +25.0% 3,970,102 $192.4M
JPMorgan Chase & Co. 0.01% Add +6.6% 3,435,043 $166.4M
Eminence Capital, LP 2.42% Add +5.6% 3,404,411 $164.9M
William Blair Investment Management, LLC 0.43% Reduce -18.4% 3,397,838 $164.6M
Westfield Capital Management Co. LP 0.68% Add +13.3% 3,345,780 $162.1M
Congress Asset Management Co. 1.07% Add +6.8% 3,331,422 $161.4M
Bank of America Corp. 0.01% Add +16.8% 3,312,467 $160.5M
Northern Trust Corp. 0.02% Add +1.4% 2,822,509 $136.8M
Bank of New York Mellon Corp 0.02% Add +9.8% 2,797,435 $135.5M
Deutsche Bank AG 0.04% Add +11.7% 2,583,701 $125.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.20% Reduce -1.4% 2,495,642 $121.1M
Charles Schwab Investment Management Inc. 0.02% Add +5.3% 2,333,663 $113.1M
Handelsbanken Fonder AB 0.35% Reduce -9.4% 2,257,400 $109.4M
Clearbridge Investments, LLC 0.08% Reduce -1.1% 2,183,705 $105.8M
Dorsal Capital Management, LP 2.62% Reduce -7.0% 2,000,000 $96.9M
Temasek Holdings (Private) Ltd 0.34% Add +125.1% 1,989,098 $96.4M
Voya Investment Management LLC 0.11% Reduce -3.6% 1,933,848 $93.7M
Dimensional Fund Advisors LP 0.02% Add +13.5% 1,748,255 $84.7M
ArrowMark Colorado Holdings LLC 1.55% Add +21.1% 1,725,121 $83.6M
Allianz Asset Management GmbH 0.10% Reduce -14.8% 1,681,774 $81.5M
Raymond James Financial Inc. 0.02% Reduce -8.6% 1,569,590 $76.0M
Morgan Stanley 0.00% Reduce -43.1% 1,528,102 $74.0M
Keenan Capital, LLC 13.72% Add +36.8% 1,450,534 $70.3M
Freestone Grove Partners LP 0.52% Add +2618.7% 1,429,738 $69.3M
Baron Capital (BAMCO) 0.18% Add +39.3% 1,378,122 $66.8M
TimesSquare Capital Management, LLC 0.92% Reduce -4.5% 1,320,784 $64.0M
Barclays PLC 0.02% Add +18.1% 1,320,626 $64.0M
UBS Group AG 0.01% Add +37.9% 1,276,809 $61.9M
Bridgewater Associates 0.24% Add +132.7% 1,256,083 $60.9M
Advent International, L.P. 1.18% Reduce -0.3% 1,207,631 $58.5M
Legal & General Group Plc 0.01% Add +0.2% 1,143,018 $55.4M
Worldquant Millennium Advisors LLC 0.24% Add +3.9% 1,134,469 $55.0M
Ameriprise Financial Inc. 0.01% Add +13.7% 1,084,882 $52.5M
Allspring Global Investments Holdings, LLC 0.08% Add +5.4% 1,077,181 $52.0M
First Trust Advisors LP 0.04% Add +43.6% 1,042,440 $50.5M
Stephens Investment Management Group LLC 0.65% Add +63.1% 1,040,475 $50.4M
Envestnet Asset Management Inc. 0.01% Reduce -24.4% 1,020,781 $49.5M
Federated Hermes, Inc. 0.09% Add +1.5% 1,009,306 $48.9M
Amundi 0.02% Reduce -10.6% 980,725 $48.2M
Quantinno Capital Management LP 0.12% Add +93.0% 934,257 $45.3M
California Public Employees Retirement System 0.03% Reduce -17.3% 918,600 $44.5M
Robeco Institutional Asset Management B.V. 0.06% Add +1.2% 909,620 $44.1M
Rhumbline Advisers 0.03% Reduce -1.4% 875,147 $42.4M
Swiss National Bank 0.02% Reduce -4.0% 869,801 $42.1M
Royal Bank of Canada 0.01% Reduce -25.6% 859,361 $41.6M
Point72 Asset Management 0.10% Reduce -71.6% 852,134 $41.3M
Invesco Ltd. 0.01% Add +3.3% 819,893 $39.7M
Nuveen, LLC 0.01% Reduce -1.3% 819,539 $39.7M
Natixis Advisors, LLC 0.06% Add +5.7% 779,417 $37.8M
Principal Financial Group Inc. 0.02% Reduce -1.6% 767,502 $37.2M
LBP Am SA 0.42% Add +12.1% 707,637 $34.3M
Jane Street Group, LLC 0.04% Add +227.5% 704,445 $34.1M
Keybank National Association 0.12% Reduce -2.4% 690,502 $33.5M
Comerica Bank 0.12% Add +22.4% 679,322 $32.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -4.3% 651,652 $31.6M
Man Group plc 0.06% Add +5.4% 631,292 $30.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% Add +16092.1% 615,300 $29.8M
Glenmede Investment Management, LP 0.14% Add +0.9% 582,947 $28.2M
Sei Investments Co. 0.03% Reduce -11.9% 546,831 $26.5M
Millennium Management 0.02% Reduce -72.9% 539,827 $26.2M
Jain Global LLC 0.36% Add +41.9% 534,739 $25.9M
CANADA LIFE ASSURANCE Co 0.04% Add +9.3% 518,255 $25.6M
Renaissance Group LLC 0.95% Reduce -13.1% 519,526 $25.2M
Artemis Investment Management LLP 0.31% Add +4.1% 515,086 $25.0M
Renaissance Technologies 0.03% Reduce -24.1% 511,658 $24.8M
Osaic Holdings, Inc. 0.03% Add +1035.2% 488,766 $23.7M
Clal Insurance Enterprises Holdings Ltd 0.17% No change 470,000 $22.8M
Cubist Systematic Strategies, LLC 0.32% Add +130.0% 464,584 $22.5M
Blair William & Co. 0.06% Reduce -23.9% 452,268 $21.9M
Two Sigma Investments, LP 0.04% Add +131.8% 450,730 $21.8M
Davidson Investment Advisors 0.92% Add +1.4% 446,181 $21.6M
Nicholas Company, Inc. 0.36% Add +0.0% 443,753 $21.5M
Alliancebernstein L.P. 0.01% Add +1.9% 440,694 $21.4M
Assenagon Asset Management S.A. 0.03% Reduce -54.5% 432,355 $20.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +2.1% 427,605 $20.7M
ExodusPoint Capital Management, LP 0.28% Add +79.6% 416,070 $20.2M
Schroder Investment Management Group 0.02% Add +3160.3% 412,039 $20.0M
Armistice Capital, LLC 0.61% Add +78.6% 400,000 $19.4M
SG Americas Securities, LLC 0.07% Add +2790.8% 392,948 $19.0M
AQR Capital Management 0.01% Add +208.3% 392,399 $19.0M
Andra AP-fonden 0.24% New 385,005 $18.7M
Susquehanna Portfolio Strategies, LLC 0.30% Add +1215.0% 384,969 $18.7M
Citigroup Inc. 0.01% Add +74.5% 374,790 $18.2M
California State Teachers Retirement System 0.02% Reduce -11.2% 370,483 $17.9M
Danske Bank A/S 0.04% Reduce -6.5% 367,410 $17.8M
Macquarie Group Ltd. 0.02% Reduce -2.0% 365,247 $17.7M
Retirement Systems of Alabama 0.06% Reduce -0.5% 364,539 $17.7M
Caisse de depot et placement du Quebec 0.03% Add +36.6% 361,826 $17.5M
Raiffeisen Bank International AG 0.23% Reduce -9.7% 346,483 $17.1M
Walter Public Investments Inc. 2.69% Add +4.2% 337,622 $16.4M
Public Employees Retirement Association of Colorado 0.06% No change 337,475 $16.4M
Thrivent Financial for Lutherans 0.03% Add +22.1% 324,432 $15.7M
Trexquant Investment LP 0.16% Add +3.5% 321,907 $15.6M
Teachers Retirement System of the State of Kentucky 0.12% Add +54.7% 320,723 $15.5M
AEGON ASSET MANAGEMENT UK Plc 0.18% Reduce -19.9% 309,310 $15.0M
Nishkama Capital, LLC 1.30% New 298,403 $14.5M
Russell Investments Group, Ltd. 0.02% Reduce -4.5% 294,212 $14.3M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -9.7% 288,555 $14.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +10.9% 286,019 $13.9M
Pacer Advisors, Inc. 0.04% Reduce -12.3% 282,428 $13.7M
Ensign Peak Advisors, Inc 0.02% Add +101.7% 280,085 $13.6M
Coronation Fund Managers Ltd. 0.69% Reduce -25.5% 272,612 $13.2M
Victory Capital Management Inc. 0.01% Reduce -16.5% 265,704 $12.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +3.7% 260,149 $12.6M
Qube Research & Technologies Ltd 0.02% Reduce -58.1% 254,028 $12.3M
State Board of Administration of Florida Retirement System 0.02% Reduce -0.9% 250,996 $12.2M
Woodline Partners LP 0.06% Add +5.1% 250,108 $12.1M
LPL Financial LLC 0.00% Add +6.7% 247,460 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.5% 240,375 $11.6M
Aviva PLC 0.02% Add +7.3% 236,271 $11.4M
Pinebridge Investments, L.P. 0.08% Reduce -36.0% 235,884 $11.4M
UniSuper Management Pty Ltd 0.07% Add +2.0% 229,409 $11.1M
Penserra Capital Management LLC 0.13% Add +22.0% 222,505 $10.8M
Alyeska Investment Group, L.P. 0.03% New 221,876 $10.7M
HSBC Holdings PLC 0.01% Reduce -39.9% 217,130 $10.4M
Mackenzie Financial Corp. 0.01% Add +2461.9% 212,307 $10.3M
Ion Asset Management Ltd. 1.18% Reduce -33.3% 200,000 $9.7M
Gotham Asset Management 0.04% Add +13.9% 195,751 $9.5M
Public Employees Retirement System of Ohio 0.03% Add +10.3% 191,117 $9.3M
BNP Paribas Financial Markets 0.01% Add +2.0% 187,921 $9.1M
Vident Advisory, LLC 0.09% Add +0.2% 187,895 $9.1M
Toronto Dominion Bank 0.02% Add +199.7% 186,651 $9.1M
Nomura Asset Management Co. Ltd. 0.02% Add +3.0% 186,561 $9.0M
Jump Financial, LLC 0.12% New 185,258 $9.0M
Vinva Investment Management Ltd 0.17% Add +9.4% 180,506 $8.9M
New York State Teachers Retirement System 0.02% No change 182,850 $8.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.9% 181,251 $8.8M
Swedbank AB 0.01% No change 179,426 $8.7M
State of Wisconsin Investment Board 0.02% Reduce -5.1% 176,683 $8.6M
APG Asset Management N.V. 0.02% Add +1.0% 203,240 $8.4M
Wells Fargo & Company 0.00% Add +2.4% 171,940 $8.3M
Robocap Asset Management Ltd 5.24% Add +1.2% 169,789 $8.2M
MetLife Investment Management, LLC 0.04% Reduce -3.4% 168,741 $8.2M
Prudential Financial Inc. 0.01% Reduce -49.2% 167,910 $8.1M
Trillium Asset Management, LLC 0.21% Reduce -1.6% 167,215 $8.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +1.2% 157,046 $7.6M
Van Eck Associates Corp. 0.01% Reduce -2.1% 155,699 $7.5M
Hantz Financial Services, Inc. 0.11% Reduce -20.3% 153,237 $7.4M
New York State Common Retirement Fund 0.01% Reduce -1.5% 147,825 $7.2M
Commerce Bank 0.04% Add +8.0% 147,726 $7.2M
Oppenheimer Asset Management Inc. 0.08% Add +35.5% 147,670 $7.2M
Amalgamated Bank 0.05% Add +1.6% 147,662 $7.2M
Mutual of America Capital Management LLC 0.07% Reduce -6.6% 139,244 $6.7M
Edgestream Partners, L.P. 0.20% New 138,869 $6.7M
State of Tennessee, Department of Treasury 0.02% Add +5.9% 137,673 $6.7M
Korea Investment CORP 0.01% Reduce -16.0% 135,002 $6.5M
Walleye Capital LLC 0.06% Add +624.6% 134,375 $6.5M
Treasurer of the State of North Carolina 0.02% Reduce -3.8% 132,018 $6.4M
Guggenheim Capital LLC 0.05% Add +5.7% 130,337 $6.3M
Police & Firemen's Retirement System of New Jersey 0.05% Add +16.6% 130,218 $6.3M
Asset Management One Co., Ltd. 0.02% Reduce -2.5% 129,392 $6.3M
Y-Intercept (Hong Kong) Ltd 0.15% New 129,231 $6.3M
Capital Fund Management S.A. 0.06% New 129,155 $6.3M
Forsta Ap-Fonden 0.04% Add +29.3% 124,900 $6.1M
Verition Fund Management LLC 0.04% Reduce -46.2% 124,498 $6.0M
Moran Wealth Management, LLC 0.18% Add +0.1% 122,123 $5.9M
Sienna Gestion 0.39% New 127,655 $5.6M
Rakuten Investment Management, Inc. 0.02% — 32,697 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -9.7% 113,797 $5.5M
Munro Partners 0.15% Add +95.7% 111,915 $5.4M
Mn Services Vermogensbeheer B.V. 0.04% No change 111,900 $5.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.3% 110,230 $5.4M
KLP Kapitalforvaltning As 0.02% Add +0.2% 110,400 $5.3M
Cullinan Associates Inc. 0.34% No change 109,000 $5.3M
F/m Investments LLC 0.20% Reduce -2.3% 106,021 $5.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +2.5% 104,144 $5.0M
Two Sigma Advisers, LP 0.01% New 103,900 $5.0M
State of New Jersey Common Pension Fund D 0.02% Add +7.6% 103,808 $5.0M
MML Investors Services, LLC 0.01% Add +5.1% 101,679 $4.9M
Group One Trading LLC 0.15% Add +79.8% 101,400 $4.9M
Siren, L.L.C. 0.19% Add +33.2% 100,229 $4.9M
Cetera Investment Advisers 0.01% Add +35.7% 99,161 $4.8M
Yousif Capital Management, LLC 0.05% Reduce -6.2% 95,463 $4.6M
MYDA Advisors LLC 1.39% Add +11.8% 95,000 $4.6M
Synovus Financial Corp. 0.05% Add +10.6% 93,988 $4.6M
Johnson Investment Counsel Inc. 0.04% Reduce -1.5% 93,101 $4.5M
Transamerica Financial Advisors, LLC 0.36% Add +59.4% 90,692 $4.4M
Melqart Asset Management (UK) Ltd 0.58% Add +16.4% 89,992 $4.4M
Arizona State Retirement System 0.02% Add +1.9% 89,128 $4.3M
Candriam S.C.A. 0.02% No change 88,871 $4.3M
Ameritas Investment Partners, Inc. 0.13% Add +2.3% 87,828 $4.3M
Baird Financial Group, Inc. 0.01% Reduce -14.3% 87,463 $4.2M
Union Bancaire Privee, UBP SA 0.06% No change 95,014 $4.2M
TD Asset Management Inc 0.00% Add +134.8% 84,839 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -57.1% 84,387 $4.1M
Louisiana State Employees Retirement System 0.07% Reduce -0.5% 83,900 $4.1M
Xponance LLC 0.03% Add +1.4% 81,864 $4.0M
Bank of Montreal 0.00% Add +2.7% 80,964 $3.9M
Insight Wealth Strategies, LLC 0.45% Add +3.2% 79,424 $3.8M
Covea Finance 0.13% No change 78,500 $3.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.5% 77,381 $3.7M
Vestcor Inc 0.11% Add +15.0% 76,846 $3.7M
Twinbeech Capital LP 0.15% New 75,755 $3.7M
Lazard Asset Management LLC 0.00% Add +364.7% 75,492 $3.7M
New Age Alpha Advisors, LLC 0.15% Reduce -2.7% 74,438 $3.6M
Sit Investment Associates Inc. 0.07% No change 73,010 $3.5M
Concentric Capital Strategies, LP 0.17% New 72,688 $3.5M
State of Michigan Retirement System 0.02% Reduce -0.4% 71,800 $3.5M
Benson Investment Management Company, Inc. 1.19% Add +0.2% 71,693 $3.5M
Pathstone Holdings, LLC 0.01% Reduce -14.0% 70,000 $3.4M
Sciencast Management LP 0.63% New 69,540 $3.4M
Rosenblum Silverman Sutton S F Inc. 0.76% Add +0.9% 68,338 $3.3M
Slow Capital, Inc. 0.39% Reduce -17.8% 68,044 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.4% 67,205 $3.3M
Vestmark Advisory Solutions, Inc. 0.06% Add +72.1% 66,941 $3.2M
XTX Topco Ltd 0.17% Add +584.7% 66,577 $3.2M
Sequoia Financial Advisors, LLC 0.02% Add +132.7% 66,393 $3.2M
Engineers Gate Manager LP 0.04% Add +112.5% 64,692 $3.1M
Davidson Capital Management Inc. 0.69% New 63,939 $3.1M
South Dakota Investment Council 0.06% Reduce -1.5% 63,818 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +13.1% 61,893 $3.0M
New Mexico Educational Retirement Board 0.09% No change 60,870 $2.9M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.3% 60,719 $2.9M
Simplex Trading, LLC 0.06% Add +66.3% 60,707 $2.9M
Curi Capital, LLC 0.05% Reduce -0.0% 60,598 $2.9M
Storebrand Asset Management As 0.01% Add +2.8% 59,481 $2.9M
Aquatic Capital Management LLC 0.05% Add +8.7% 58,956 $2.9M
Grandeur Peak Global Advisors, LLC 0.38% Add +3.9% 58,552 $2.8M
DNB Asset Management AS 0.01% Add +19.8% 58,524 $2.8M
Torray Investment Partners LLC 0.39% Add +20.0% 56,636 $2.7M
Elo Mutual Pension Insurance Co 0.04% Add +21.2% 56,054 $2.7M
Swiss Life Asset Management Ltd 0.01% Add +8.8% 56,040 $2.7M
IFM Investors Pty Ltd 0.02% No change 54,838 $2.7M
NewEdge Wealth, LLC 0.04% Add +46.9% 57,244 $2.7M
Erste Asset Management GmbH 0.03% Add +1000.7% 55,000 $2.7M
Maxi Investments CY Ltd 0.56% New 55,600 $2.7M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -5.9% 54,309 $2.6M
KBC Group NV 0.01% Reduce -0.1% 54,284 $2.6M
Daiwa Securities Group Inc. 0.01% Add +1.8% 53,772 $2.6M
WCM Investment Management, LLC 0.01% Add +3.5% 50,682 $2.5M
QRG Capital Management, Inc. 0.03% Reduce -38.1% 51,368 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +149.1% 51,326 $2.5M
AXA Investment Managers S.A. 0.01% — 51,234 $2.5M
HERALD INVESTMENT MANAGEMENT Ltd 0.32% No change 50,000 $2.4M
TT International Asset Management LTD 0.46% New 49,038 $2.4M
Utah Retirement Systems 0.02% No change 48,884 $2.4M
Vontobel Holding Ltd. 0.01% Add +790.5% 48,702 $2.4M
Creative Planning 0.00% Add +15.1% 46,057 $2.2M
Benjamin Edwards Inc. 0.02% Add +16.9% 44,608 $2.2M
Focus Partners Wealth 0.00% Reduce -72.9% 44,860 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -7.9% 43,365 $2.1M
Brevan Howard Capital Management LP 0.03% Add +178.5% 42,558 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +3.3% 41,124 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -2.8% 41,054 $2.0M
Caprock Group, LLC 0.05% — 38,317 $1.9M
Teacher Retirement System of Texas 0.01% Reduce -13.1% 39,504 $1.9M
1492 Capital Management LLC 0.77% Add +33.1% 39,379 $1.9M
Summit Trail Advisors, LLC 0.03% Add +185.2% 38,781 $1.9M
Tredje AP-fonden 0.01% Add +47.0% 37,569 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 37,217 $1.8M
Assetmark, Inc. 0.00% Reduce -7.8% 36,381 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +3.3% 35,858 $1.7M
Zions Bancorporation, National Association 0.08% Reduce -12.8% 35,371 $1.7M
Susquehanna Fundamental Investments, LLC 0.07% Add +10.7% 35,098 $1.7M
Atria Investments, Inc 0.02% Add +60.8% 34,177 $1.7M
Point72 (DIFC) Ltd 0.11% New 33,997 $1.6M
Aaron Wealth Advisors LLC 0.10% Add +570.2% 33,831 $1.6M
1832 Asset Management L.P. 0.00% Add +18.6% 33,558 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.7% 33,448 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -0.3% 33,381 $1.6M
Harbor Capital Advisors, Inc. 0.13% Reduce -71.2% 33,286 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -6.5% 33,153 $1.6M
US Bancorp \de 0.00% Reduce -4.1% 32,108 $1.6M
DekaBank Deutsche Girozentrale 0.00% No change 31,729 $1.5M
OP Asset Management Ltd 0.02% No change 31,730 $1.5M
Gradient Investments LLC 0.03% Reduce -2.4% 31,479 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -23.3% 30,968 $1.5M
Daiichi Life Insurance Co., Ltd. 0.04% Add +10.6% 30,686 $1.5M
New York Life Investment Management LLC 0.01% Reduce -3.1% 30,671 $1.5M
Park Avenue Securities LLC 0.01% Reduce -6.6% 29,858 $1.4M
Bridges Investment Management Inc. 0.02% Add +5.6% 29,776 $1.4M
Azzad Asset Management Inc. 0.14% New 29,760 $1.4M
One Capital Management, LLC 0.05% Add +57.9% 29,475 $1.4M
Future Fund LLC 0.50% Add +58.2% 29,371 $1.4M
GAM Holding AG 0.09% Reduce -2.0% 29,285 $1.4M
Y.D. More Investments Ltd 0.08% Reduce -1.0% 27,115 $1.3M
BNP Paribas 0.04% Reduce -24.7% 27,540 $1.3M
Alps Advisors Inc. 0.01% Reduce -41.6% 27,013 $1.3M
Fox Run Management, L.L.C. 0.20% Reduce -54.6% 26,928 $1.3M
Globeflex Capital L P 0.20% Reduce -78.4% 26,634 $1.3M
Ofi Invest Asset Management 0.03% No change 30,865 $1.3M
Hancock Whitney Corp. 0.02% New 25,807 $1.3M
Canada Pension Plan Investment Board 0.00% Reduce -43.3% 25,800 $1.3M
Magnetar Financial LLC 0.01% New 25,616 $1.2M
Stifel Financial Corp. 0.00% Reduce -0.2% 25,468 $1.2M
Principal Securities, Inc. 0.02% Add +6.3% 24,563 $1.2M
Inscription Capital, LLC 0.13% Add +223.6% 24,504 $1.2M
Nordea Investment Management AB 0.00% Add +7.5% 24,503 $1.2M
GMO 0.00% Add +16.8% 24,069 $1.2M
Truist Financial Corp. 0.00% Add +6.1% 23,585 $1.1M
Franklin Resources Inc. 0.00% Reduce -2.9% 23,549 $1.1M
L. Roy Papp & Associates, LLP 0.13% Add +85.4% 23,245 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.11% Add +31.9% 23,033 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -26.4% 22,941 $1.1M
Fifth Third Bancorp 0.00% Reduce -18.5% 22,914 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -0.7% 22,580 $1.1M
Parallel Advisors, LLC 0.02% Add +6.2% 22,306 $1.1M
Cim, LLC 0.14% Add +1.0% 22,184 $1.1M
HighTower Advisors, LLC 0.00% Reduce -16.8% 22,097 $1.1M
Tidal Investments LLC 0.00% Reduce -0.0% 22,068 $1.1M
Readystate Asset Management LP 0.10% New 21,636 $1.0M
Federation des caisses Desjardins du Quebec 0.00% Add +289.9% 21,594 $1.0M
Van Berkom & Associates Inc. 0.03% No change 21,535 $1.0M
111 Capital 0.19% Add +106.1% 21,085 $1.0M
Regions Financial Corp. 0.01% Reduce -7.7% 20,904 $1.0M
Plato Investment Management Ltd 0.07% No change 20,963 $1.0M
Atom Investors LP 0.08% New 20,769 $1.0M
Illinois Municipal Retirement Fund 0.01% Add +98.6% 20,517 $994K
Avanza Fonder AB 0.03% No change 20,153 $976K
Qsemble Capital Management, LP 0.09% New 20,011 $970K
Captrust Financial Advisors 0.00% Add +83.8% 19,874 $963K
APG Asset Management US Inc. 0.01% No change 19,775 $955K
Intech Investment Management LLC 0.01% Add +22.3% 19,023 $922K
Nvwm, LLC 0.21% Reduce -0.8% 18,953 $918K
Acadian Asset Management LLC 0.00% Reduce -88.0% 18,928 $916K
Los Angeles Capital Management LLC 0.00% Reduce -85.8% 18,857 $914K
ProShare Advisors LLC 0.00% Reduce -2.2% 18,528 $898K
Ostrum Asset Management 0.04% Reduce -3.0% 17,928 $869K
Summit Global Investments 0.05% Reduce -4.0% 17,871 $866K
TD Private Client Wealth LLC 0.02% Reduce -14.4% 17,716 $858K
Credit Agricole S A 0.00% — 17,161 $831K
B. Metzler seel. Sohn & Co. AG 0.01% Add +29.2% 17,046 $826K
Silvercrest Asset Management Group LLC 0.01% Add +2.0% 17,037 $825K
Orion Porfolio Solutions, LLC 0.01% Add +1.4% 16,983 $823K
Quantbot Technologies LP 0.02% Reduce -64.6% 16,624 $805K
Inceptionr LLC 0.19% Reduce -26.4% 16,469 $798K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.0% 16,413 $795K
Scientech Research LLC 0.27% New 16,220 $786K
Polymer Capital Management (US) LLC 0.10% New 16,211 $785K
Lecap Asset Management Ltd. 0.27% New 16,204 $785K
Shaker Investments LLC 0.31% Reduce -19.1% 16,173 $784K
Bank of Nova Scotia 0.00% Add +44.9% 16,155 $783K
Natixis 0.00% Reduce -34.0% 16,143 $782K
Bridgefront Capital, LLC 0.23% New 16,141 $782K
Burney Co./ 0.02% Reduce -24.0% 16,030 $777K
Aigen Investment Management, LP 0.12% New 15,725 $762K
United Capital Financial Advisors, LLC 0.01% New 15,638 $758K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -96.8% 15,638 $758K
Corient Private Wealth LP 0.00% Add +42.8% 15,294 $741K
Pier Capital, LLC 0.11% Reduce -7.0% 15,140 $734K
Janney Montgomery Scott LLC 0.00% Add +66.2% 15,019 $728K
Violich Capital Management, Inc. 0.09% No change 15,000 $727K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -50.1% 14,730 $714K
Maryland State Retirement & Pension System 0.01% Add +5.5% 14,538 $704K
GC Wealth Management RIA, LLC 0.02% New 14,420 $699K
Syon Capital LLC 0.04% Add +53.0% 14,403 $698K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.9% 14,375 $696K
Parallax Volatility Advisers, L.P. 0.02% Reduce -41.7% 14,236 $690K
Investment Management Corp of Ontario 0.01% Add +92.5% 14,192 $688K
Shell Asset Management Co. 0.07% Reduce -14.6% 14,169 $686K
Cooper Financial Group 0.07% Reduce -2.9% 13,769 $667K
Ethic Inc. 0.01% Reduce -13.9% 13,453 $652K
Rockefeller Capital Management L.P. 0.00% New 13,124 $636K
Elevation Point Wealth Partners, LLC 0.04% Add +51.2% 13,109 $635K
State of Wyoming 0.07% Add +73.5% 12,982 $629K
CIBC Asset Management Inc 0.00% Add +0.7% 12,659 $613K
Point72 Hong Kong Ltd 0.03% New 12,655 $613K
Allstate Corp. 0.01% New 12,546 $608K
Chicago Partners Investment Group LLC 0.02% Add +102.1% 12,228 $607K
Walleye Trading LLC 0.01% New 12,508 $606K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +8.7% 12,146 $588K
Metis Global Partners, LLC 0.01% Add +11.0% 12,009 $582K
Sherbrooke Park Advisers LLC 0.27% New 11,894 $576K
E. Ohman J:or Asset Management AB 0.01% No change 11,219 $544K
Cresset Asset Management, LLC 0.00% Add +22.9% 11,200 $543K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.5% 11,234 $541K
CIBC Bancorp USA Inc. 0.00% — 10,820 $524K
Evergreen Capital Management LLC 0.01% Add +122.3% 10,812 $524K
Shelton Capital Management 0.01% No change 10,725 $520K
Quadrant Capital Group LLC 0.02% Reduce -44.9% 10,624 $515K
Yorktown Management & Research Co Inc 0.41% No change 10,600 $514K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -4.2% 10,564 $512K
Kestra Advisory Services, LLC 0.00% Reduce -11.2% 10,529 $510K
NewEdge Advisors, LLC 0.00% Add +13.5% 10,375 $503K
Advisory Services Network, LLC 0.01% Reduce -4.4% 10,310 $500K
&partners 0.00% Reduce -8.6% 10,328 $498K
Norden Group LLC 0.05% Reduce -29.3% 10,119 $490K
Qtron Investments LLC 0.06% Reduce -38.9% 10,094 $489K
RFG Advisory, LLC 0.01% Add +1.3% 10,061 $487K
A&I Financial Services, LLC 0.24% No change 10,067 $486K
Wedbush Securities Inc. 0.02% Add +75.2% 10,009 $485K
Perigon Wealth Management, LLC 0.01% Add +8.0% 9,945 $482K
OMERS ADMINISTRATION Corp 0.00% No change 9,935 $481K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.0% 9,895 $479K
Avior Wealth Management, LLC 0.02% Add +20.4% 9,751 $472K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.5% 9,737 $472K
Johnson Financial Group, Inc. 0.02% Add +240.6% 9,720 $471K
Commonwealth Equity Services, LLC 0.00% Reduce -31.8% 9,612 $466K
Royal London Asset Management Ltd. 0.00% Reduce -30.4% 9,617 $466K
D.A. Davidson & Co. 0.00% Reduce -0.7% 9,589 $465K
Advisor OS, LLC 0.04% Reduce -18.6% 9,588 $465K
Stratos Wealth Partners, LTD. 0.01% Add +37.5% 9,538 $462K
Dark Forest Capital Management LP 0.02% New 9,531 $462K
Malaga Cove Capital, LLC 0.17% New 9,469 $459K
Arkadios Wealth Advisors 0.01% Add +22.6% 9,339 $452K
Cache Advisors, LLC 0.08% No change 9,304 $451K
Knollwood Investment Advisory, LLC 0.04% No change 9,088 $440K
Choreo, LLC 0.01% Add +34.4% 9,015 $437K
GraniteShares Advisors LLC 0.25% Add +8.8% 8,997 $436K
Tower Research Capital LLC (TRC) 0.01% Add +2.8% 8,960 $434K
Brooklyn Investment Group 0.06% Add +7.7% 7,772 $427K
Summit Creek Advisors LLC 0.06% Reduce -6.4% 8,688 $421K
Perbak Capital Partners LLP 0.07% Add +55.8% 8,381 $406K
Blue Trust, Inc. 0.00% Add +3.2% 8,334 $404K
Concurrent Investment Advisors, LLC 0.01% Add +28.8% 8,000 $388K
Sowell Financial Services LLC 0.01% Add +0.8% 7,904 $383K
Prudential PLC 0.00% Reduce -60.4% 7,766 $376K
Prosperity Consulting Group, LLC 0.02% Add +46.3% 7,736 $375K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.6% 7,613 $369K
M&T Bank Corp 0.00% Reduce -13.5% 7,580 $368K
Sanctuary Advisors, LLC 0.00% Add +3.8% 7,576 $367K
Oppenheimer & Co. Inc. 0.00% Add +49.0% 7,570 $367K
Ashton Thomas Securities, LLC 0.05% Add +0.3% 7,476 $362K
Hilltop Holdings Inc. 0.02% Add +25.9% 7,452 $361K
Jackson Creek Investment Advisors LLC 0.10% Reduce -1.6% 7,382 $358K
R Squared Ltd 0.15% New 7,314 $354K
Burns Matteson Capital Management, LLC 0.15% New 7,224 $350K
FIL Ltd 0.00% New 7,223 $350K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.1% 7,048 $341K
Profund Advisors LLC 0.01% Add +1.4% 7,043 $341K
STRS Ohio 0.00% Reduce -99.2% 7,021 $340K
Virtue Capital Management, LLC 0.05% Reduce -40.7% 2,376 $336K
EntryPoint Capital, LLC 0.13% New 6,877 $333K
Forum Financial Management, LP 0.00% Add +2.6% 6,705 $325K
Praxis Investment Management Inc. 0.02% Reduce -24.0% 6,561 $318K
Kessler Investment Group, LLC 0.14% No change 6,506 $315K
Eventide Asset Management, LLC 0.01% Reduce -78.9% 6,287 $310K
Optas, LLC 0.05% Add +26.6% 6,320 $306K
Legacy Wealth Asset Management, LLC 0.07% Add +6.5% 6,188 $300K
Portside Wealth Group, LLC 0.04% Reduce -6.8% 5,926 $287K
MJP Associates Inc. 0.04% Reduce -24.3% 5,902 $286K
WoodTrust Financial Corp 0.03% No change 5,750 $279K
Semanteon Capital Management, LP 0.35% New 5,755 $279K
MQS Management LLC 0.16% New 5,726 $277K
Baker Avenue Asset Management, LP 0.01% Add +31.4% 5,715 $277K
Stephens Inc. 0.00% Add +37.9% 5,687 $276K
Banque Pictet & Cie SA 0.00% New 5,631 $273K
Exchange Traded Concepts, LLC 0.00% Reduce -71.6% 5,607 $272K
New England Research & Management, Inc. 0.12% New 5,525 $268K
Wolverine Trading, LLC 0.01% New 5,408 $267K
Diametric Capital, LP 0.10% New 5,493 $266K
Boothbay Fund Management, LLC 0.01% Reduce -35.6% 5,474 $265K
Pension & Wealth Management Advisors, Inc. 0.08% Add +42.6% 5,460 $265K
Intrust Bank NA 0.02% Reduce -18.5% 5,269 $255K
Rafferty Asset Management, LLC 0.00% Reduce -0.4% 5,209 $252K
Interchange Capital Partners, LLC 0.05% New 5,145 $249K
Covestor Ltd 0.14% Add +3.0% 5,112 $248K
OneDigital Investment Advisors LLC 0.00% Reduce -19.1% 5,097 $247K
BBR Partners, LLC 0.01% Add +1.3% 5,066 $245K
Prospera Financial Services Inc 0.00% Add +0.9% 5,044 $244K
Westpac Banking Corp. 0.01% New 4,957 $240K
Campbell & CO Investment Adviser LLC 0.02% Reduce -68.8% 4,880 $236K
Alpha Wealth Funds, LLC 0.19% New 5,000 $236K
World Equity Group, Inc. 0.05% New 4,826 $234K
Alliance Wealth Advisors, LLC 0.05% Reduce -14.6% 4,696 $228K
Coldstream Capital Management Inc. 0.00% Add +10.5% 4,604 $223K
Axq Capital, LP 0.09% New 4,596 $223K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -84.5% 4,584 $222K
Voleon Capital Management LP 0.01% New 4,563 $221K
Cordatus Wealth Management LLC 0.05% Add +0.4% 4,513 $219K
Waverly Advisors, LLC 0.00% New 4,432 $215K
Versant Capital Management, Inc 0.03% Reduce -44.3% 4,377 $212K
Quent Capital, LLC 0.02% Add +0.4% 4,306 $209K
Mattson Financial Services, LLC 0.05% New 4,303 $208K
Mgo One Seven LLC 0.00% Add +10.4% 4,302 $208K
Ballentine Partners, LLC 0.00% Reduce -0.8% 4,204 $204K
Frank, Rimerman Advisors LLC 0.01% New 4,195 $203K
Claret Asset Management Corp 0.02% Reduce -1.4% 4,178 $202K
Siemens Fonds Invest GmbH 0.01% No change 4,100 $199K
National Pension Service 0.00% New 4,006 $194K
Advisors Asset Management, Inc. 0.00% Reduce -14.9% 3,958 $192K
Signaturefd, LLC 0.00% Add +6.9% 3,890 $188K
Bayforest Capital Ltd 0.09% New 3,758 $182K
Jones Financial Companies LLLP 0.00% Add +4.6% 3,247 $161K
GAMMA Investing LLC 0.01% Reduce -23.2% 3,214 $156K
S.A. Mason LLC 0.07% Add +166.4% 3,117 $151K
Cwm, LLC 0.00% Add +3.9% 3,081 $149K
Leonteq Securities AG 0.01% Reduce -23.3% 2,986 $145K
UMB Bank, n.a. 0.00% Add +2.8% 2,830 $137K
Smartleaf Asset Management LLC 0.01% Add +1392.5% 2,776 $137K
Steph & Co. 0.04% No change 2,636 $128K
Bessemer Group Inc. 0.00% Reduce -9.0% 2,505 $121K
Rothschild Investment LLC 0.01% Add +21745.5% 2,403 $116K
Clearstead Advisors, LLC 0.00% Add +44.6% 2,319 $112K
MAI Capital Management 0.00% Add +312.3% 2,255 $109K
Archer Investment Corp 0.02% Add +4.7% 2,173 $105K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 2,100 $102K
United Financial Planning Group LLC 0.06% — 2,020 $98K
Farther Finance Advisors, LLC 0.00% Add +30.1% 2,015 $98K
National Bank of Canada 0.00% Add +6.5% 2,012 $97K
Ossiam 0.00% Reduce -9.6% 1,958 $95K
Allworth Financial LP 0.00% Add +6.2% 1,821 $88K
CIBC Private Wealth Group LLC 0.00% Reduce -66.7% 1,791 $87K
SBI Securities Co., Ltd. 0.00% Reduce -6.0% 1,757 $85K
CX Institutional 0.00% Add +32.1% 1,613 $78K
AlphaQuest LLC 0.00% Reduce -47.5% 1,544 $75K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 1,517 $73K
Wilmington Savings Fund Society, FSB 0.00% Reduce -53.9% 1,500 $73K
Huntington National Bank 0.00% Add +0.7% 1,497 $73K
Steward Partners Investment Advisory, LLC 0.00% Add +15.8% 1,298 $63K
Truvestments Capital LLC 0.01% Reduce -48.3% 1,120 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.6% 1,105 $54K
CI Investments Inc. 0.00% Reduce -17.2% 1,079 $52K
Park Place Capital Corp 0.01% Reduce -17.7% 1,063 $52K
Global Retirement Partners, LLC 0.00% Reduce -9.4% 1,028 $50K
Loomis Sayles & Co. L P 0.00% No change 1,003 $49K
SJS Investment Consulting Inc. 0.01% Add +6835.7% 971 $47K
CoreCap Advisors, LLC 0.00% Add +78.1% 967 $47K
Mark Sheptoff Financial Planning, LLC 0.02% No change 950 $46K
Rakuten Securities, Inc. 0.02% Add +2581.8% 885 $43K
First Horizon Corp. 0.00% — 802 $39K
Arax Advisory Partners 0.00% Reduce -20.6% 800 $39K
EverSource Wealth Advisors, LLC 0.00% Add +21.1% 799 $39K
Hazlett, Burt & Watson, Inc. 0.01% New 750 $37K
Wealthspire Advisors, LLC 0.00% New 708 $34K
Spire Wealth Management 0.00% Reduce -6.5% 673 $33K
Quarry LP 0.01% Reduce -55.9% 632 $31K
Eastern Bank 0.00% No change 630 $31K
Cornerstone Planning Group LLC 0.00% Add +561.4% 582 $28K
Rise Advisors, LLC 0.01% No change 579 $28K
Geneos Wealth Management Inc. 0.00% Reduce -3.5% 530 $26K
Banque Cantonale Vaudoise 0.00% Reduce -98.2% 518 $25K
Wolff Wiese Magana LLC 0.01% New 466 $23K
University of Texas/Texas Am Investment Management Co. 0.00% No change 460 $22K
True Wealth Design, LLC 0.01% Add +97.8% 449 $22K
Sterling Capital Management LLC 0.00% Add +0.2% 446 $22K
Westside Investment Management, Inc. 0.00% Add +100.0% 432 $21K
Nisa Investment Advisors, LLC 0.00% Reduce -0.8% 365 $18K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 330 $16K
Root Financial Partners, LLC 0.00% New 316 $15K
Larson Financial Group LLC 0.00% Add +27.5% 301 $15K
Armstrong Advisory Group, Inc. 0.00% No change 300 $15K
Fulcrum Asset Management LLP 0.00% Reduce -85.8% 298 $14K
Global X Japan Co., Ltd. 0.00% Reduce -23.0% 284 $14K
NBT Bank, N.A. 0.00% New 253 $12K
Farmers & Merchants Investments Inc. 0.00% Add +4.2% 250 $12K
Harbour Investments, Inc. 0.00% Add +13.3% 239 $12K
Alerus Financial NA 0.00% No change 200 $10K
JPL Wealth Management, LLC 0.00% New 193 $9K
Hemington Wealth Management 0.00% Reduce -16.9% 202 $9K
Edmond DE Rothschild Holding S.A. 0.00% No change 184 $9K
Mather Group, Llc. 0.00% New 179 $9K
Imprint Wealth LLC 0.03% — 174 $8K
Navigoe, LLC 0.01% New 176 $8K
Elevation Wealth Partners, LLC 0.00% New 162 $8K
Activest Wealth Management 0.00% Add +387.9% 161 $8K
IFP Advisors, Inc 0.00% Add +210.0% 155 $8K
Groupe la Francaise 0.00% New 174 $7K
Parkside Financial Bank & Trust 0.00% Add +2.7% 150 $7K
Washington Trust Advisors, Inc. 0.00% Add +10.5% 147 $7K
HighMark Wealth Management LLC 0.00% Add +64.2% 133 $6K
AdvisorNet Financial, Inc 0.00% Add +6.0% 124 $6K
Fortitude Family Office, LLC 0.00% Add +8.9% 122 $6K
Marquette Asset Management, LLC 0.00% New 108 $5K
Prestige Wealth Management Group LLC 0.00% No change 107 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 104 $5K
JFS Wealth Advisors, LLC 0.00% Reduce -0.9% 104 $5K
T. Rowe Price Investment Management, Inc. 0.00% New 100 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.9% 100 $5K
Barrett & Company, Inc. 0.00% No change 100 $5K
Bare Financial Services, Inc 0.00% Add +2.0% 100 $5K
Key Financial Inc 0.00% No change 99 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 97 $5K
High Note Wealth, LLC 0.00% Add +9.8% 90 $4K
Salomon & Ludwin, LLC 0.00% New 84 $4K
Bell Investment Advisors, Inc 0.00% No change 73 $4K
Creative Financial Designs Inc. 0.00% No change 69 $3K
Westfuller Advisors, LLC 0.00% New 66 $3K
Montag A & Associates Inc. 0.00% New 63 $3K
Tsfg, LLC 0.00% No change 55 $3K
Colonial Trust Co / SC 0.00% Add +13.0% 61 $3K
Lanark Financial, Inc. 0.00% Reduce -8.3% 55 $3K
North Capital, Inc. 0.00% Add +1.9% 54 $3K
JNBA Financial Advisors 0.00% No change 53 $3K
Retirement Wealth Solutions LLC 0.00% New 49 $2K
Avion Wealth 0.00% Add +29.4% 44 $2K
Capital Advisors, Ltd. LLC 0.00% No change 43 $2K
Ancora Advisors LLC 0.00% No change 39 $2K
Kozak & Associates, Inc. 0.00% No change 39 $2K
Brown Brothers Harriman & Co. 0.00% No change 36 $2K
Highline Wealth Partners LLC 0.00% Reduce -47.0% 35 $2K
Cromwell Holdings LLC 0.00% No change 34 $2K
Rialto Wealth Management, LLC 0.00% Add +9.7% 34 $2K
CVA Family Office, LLC 0.00% No change 32 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 30 $1K
SouthState Bank Corp 0.00% No change 25 $1K
Godsey & Gibb, Inc. 0.00% New 23 $1K
Rossby Financial, LCC 0.00% New 22 $1K
Hughes Financial Services, LLC 0.00% No change 22 $1K
Cloud Capital Management, LLC 0.00% New 38 $1K
Aventura Private Wealth, LLC 0.00% New 20 $969
Financial Life Planners 0.00% New 19 $921
Quaker Wealth Management, LLC 0.00% No change 19 $921
Cullen/Frost Bankers, Inc. 0.00% No change 19 $921
Caitong International Asset Management Co., Ltd 0.00% New 17 $824
Sachetta, LLC 0.00% No change 16 $776
Bay Harbor Wealth Management, LLC 0.00% No change 12 $581
Aster Capital Management (DIFC) Ltd 0.00% Reduce -99.7% 11 $533
Financial Management Professionals, Inc. 0.00% No change 11 $533
Tortoise Investment Management, LLC 0.00% Reduce -15.4% 11 $533
Breakwater Investment Management 0.00% New 10 $485
Bogart Wealth, LLC 0.00% New 10 $485
HFM Investment Advisors, LLC 0.00% Reduce -20.0% 8 $388
MV Capital Management, Inc. 0.00% No change 8 $388
Principia Wealth Advisory, LLC 0.00% Add +75.0% 7 $339
Seneschal Advisors, LLC 0.00% New 6 $291
DecisionPoint Financial, LLC 0.00% No change 5 $242
Manchester Capital Management LLC 0.00% New 4 $194
NFSG Corp 0.00% No change 4 $194
Private Wealth Asset Management, LLC 0.00% No change 3 $145
Crewe Advisors LLC 0.00% Reduce -94.9% 2 $97
TFC Financial Management, Inc. 0.00% No change 2 $97

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