DynatraceDT

13F holders, Q4 2025 (December 31)
663holders +37
92new positions
73sold out
10famous investors
$43.33avg. 13F price*

At the end of Q4 2025, 663 institutions reported holding Dynatrace Inc. (DT) in their 13F filings, up 37 from Q3 2025. 92 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Group Inc. ($1.4B) and Pictet Asset Management Holding SA ($635.0M). 10 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions92$363.3M
Exits73$255.9M

All 13F filers, Q3 2025 → Q4 2025: 33,073,863 shares bought and 35,648,682 shares sold, net −2,574,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 663 holders

BlackRock, Inc. 0.03% Add +0.3% 36,867,098 $1.6B
Vanguard Group Inc. 0.02% Reduce -0.5% 31,996,327 $1.4B
Pictet Asset Management Holding SA 0.62% Add +16.5% 14,648,533 $635.0M
State Street Corp. 0.02% Add +1.0% 10,664,357 $462.2M
Brown Advisory Inc. 0.58% Reduce -0.4% 9,648,974 $418.2M
Wellington Management Group LLP 0.06% Add +9.0% 7,999,919 $346.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -3.2% 7,927,346 $343.6M
American Century Companies Inc. 0.16% Reduce -8.2% 7,269,493 $315.1M
Geode Capital Management, LLC 0.02% Add +2.3% 6,098,443 $263.6M
FMR LLC 0.01% Add +38.6% 5,501,476 $238.4M
Goldman Sachs Group Inc. 0.03% Reduce -40.9% 5,155,575 $223.4M
Janus Henderson Group PLC 0.10% Reduce -18.5% 4,907,027 $212.7M
Eminence Capital, LP 3.10% Add +33.0% 4,527,266 $196.2M
RGM Capital, LLC 8.64% Reduce -0.8% 4,107,728 $178.0M
Westfield Capital Management Co. LP 0.61% Add +0.3% 3,356,708 $145.5M
William Blair Investment Management, LLC 0.39% Reduce -5.4% 3,215,853 $139.4M
Alyeska Investment Group, L.P. 0.35% Add +1201.7% 2,888,249 $125.2M
JPMorgan Chase & Co. 0.01% Reduce -17.7% 2,826,022 $122.5M
Northern Trust Corp. 0.02% Reduce -0.3% 2,812,990 $121.9M
Congress Asset Management Co. 0.80% Reduce -21.5% 2,616,102 $113.4M
Deutsche Bank AG 0.04% Add +0.5% 2,596,159 $112.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +2.5% 2,556,940 $111.0M
Morgan Stanley 0.01% Add +63.3% 2,494,681 $108.1M
Charles Schwab Investment Management Inc. 0.02% Add +3.1% 2,405,266 $104.2M
Bank of New York Mellon Corp 0.02% Reduce -16.3% 2,340,320 $101.4M
Bank of America Corp. 0.01% Reduce -30.2% 2,312,021 $100.2M
Clearbridge Investments, LLC 0.07% Reduce -1.2% 2,157,902 $93.5M
Qube Research & Technologies Ltd 0.12% Add +681.5% 1,985,195 $86.0M
Ameriprise Financial Inc. 0.02% Add +74.0% 1,887,506 $81.8M
Barclays PLC 0.03% Add +41.8% 1,872,020 $81.1M
Federated Hermes, Inc. 0.13% Add +80.3% 1,819,435 $78.9M
Dimensional Fund Advisors LP 0.02% Add +2.2% 1,787,153 $77.5M
Temasek Holdings (Private) Ltd 0.23% Reduce -16.0% 1,670,417 $72.4M
Citadel Advisors 0.05% Reduce -70.0% 1,667,993 $72.3M
Marshall Wace, LLP 0.07% New 1,646,720 $71.4M
Worldquant Millennium Advisors LLC 0.27% Add +42.4% 1,615,692 $70.0M
D. E. Shaw & Co. 0.06% New 1,599,009 $69.3M
Millennium Management 0.05% Add +192.4% 1,578,498 $68.4M
Handelsbanken Fonder AB 0.20% Reduce -32.6% 1,522,400 $66.0M
Baron Capital (BAMCO) 0.18% Add +8.8% 1,499,500 $65.0M
Two Sigma Investments, LP 0.10% Add +229.9% 1,487,128 $64.5M
Voya Investment Management LLC 0.07% Reduce -24.3% 1,463,983 $63.4M
Keenan Capital, LLC 11.45% No change 1,450,534 $62.9M
Allianz Asset Management GmbH 0.07% Reduce -18.0% 1,378,992 $59.8M
Raymond James Financial Inc. 0.02% Reduce -15.6% 1,324,690 $58.3M
Bridgewater Associates 0.20% Add +1.6% 1,276,248 $55.3M
TimesSquare Capital Management, LLC 0.83% Reduce -3.8% 1,271,294 $55.1M
Jane Street Group, LLC 0.07% Add +78.8% 1,259,707 $54.6M
ArrowMark Colorado Holdings LLC 1.13% Reduce -31.3% 1,185,928 $51.4M
Boston Trust Walden Corp 0.38% New 1,153,340 $50.0M
Advent International, L.P. 1.02% Reduce -5.4% 1,142,626 $49.5M
Quantinno Capital Management LP 0.10% Add +21.2% 1,132,296 $49.1M
Legal & General Group Plc 0.01% Reduce -1.5% 1,125,951 $48.8M
Amundi 0.01% Add +13.3% 1,111,028 $48.2M
Stephens Investment Management Group LLC 0.62% Add +6.2% 1,104,704 $47.9M
Squarepoint Ops LLC 0.09% New 1,080,020 $46.8M
Freestone Grove Partners LP 0.33% Reduce -27.0% 1,044,001 $45.2M
Nuveen, LLC 0.01% Add +27.0% 1,040,755 $45.1M
Allspring Global Investments Holdings, LLC 0.07% Reduce -3.6% 1,038,679 $44.0M
Invesco Ltd. 0.00% Add +20.9% 991,160 $43.0M
Renaissance Technologies 0.06% Add +88.5% 964,400 $41.8M
Envestnet Asset Management Inc. 0.01% Reduce -11.6% 902,914 $39.1M
T. Rowe Price Associates Inc. 0.00% Reduce -90.7% 872,575 $37.8M
Rhumbline Advisers 0.03% Reduce -2.9% 850,215 $36.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% Add +37.7% 847,400 $36.7M
First Trust Advisors LP 0.03% Reduce -19.1% 843,002 $36.5M
Swiss National Bank 0.02% Reduce -5.0% 826,001 $35.8M
Royal Bank of Canada 0.01% Reduce -6.4% 804,172 $34.9M
AQR Capital Management 0.02% Add +99.7% 783,683 $34.0M
LBP Am SA 0.39% Add +9.8% 776,955 $33.7M
California Public Employees Retirement System 0.02% Reduce -16.6% 765,955 $33.2M
Principal Financial Group Inc. 0.02% Reduce -2.6% 747,491 $32.4M
Robeco Institutional Asset Management B.V. 0.04% Reduce -20.0% 728,062 $31.6M
Two Sigma Advisers, LP 0.06% Add +584.0% 710,700 $30.8M
ExodusPoint Capital Management, LP 0.32% Add +61.8% 673,278 $29.2M
Glenmede Trust Co. NA 0.13% — 655,449 $28.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.3% 649,860 $28.2M
UBS Group AG 0.01% Reduce -49.3% 648,033 $28.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +45.8% 623,400 $27.0M
Man Group plc 0.05% Reduce -2.8% 613,615 $26.6M
Cartenna Capital, LP 1.37% New 600,000 $26.0M
Assenagon Asset Management S.A. 0.04% Add +38.3% 597,826 $25.9M
Keybank National Association 0.09% Reduce -18.0% 565,972 $24.5M
BNP Paribas Financial Markets 0.02% Add +192.2% 549,168 $23.8M
Caisse de depot et placement du Quebec 0.04% Add +49.0% 539,072 $23.4M
Alliancebernstein L.P. 0.01% Add +17.6% 518,480 $22.5M
Sei Investments Co. 0.02% Reduce -7.2% 507,404 $22.0M
CANADA LIFE ASSURANCE Co 0.04% Reduce -3.6% 499,428 $21.6M
Natixis Advisors, LLC 0.03% Reduce -36.9% 491,539 $21.3M
Schroder Investment Management Group 0.02% Add +13.8% 468,930 $20.3M
Trexquant Investment LP 0.18% Add +42.6% 459,112 $19.9M
Renaissance Group LLC 0.80% Reduce -11.8% 458,055 $19.9M
Raiffeisen Bank International AG 0.26% Add +29.9% 449,980 $19.8M
Artemis Investment Management LLP 0.24% Reduce -12.4% 451,333 $19.6M
Citigroup Inc. 0.01% Add +18.6% 444,684 $19.3M
Jump Financial, LLC 0.26% Add +139.5% 443,721 $19.2M
Nicholas Company, Inc. 0.34% Reduce -0.0% 443,613 $19.2M
Retirement Systems of Alabama 0.06% Add +19.7% 436,380 $18.9M
Davidson Investment Advisors 0.75% Reduce -7.2% 414,070 $17.9M
Pacer Advisors, Inc. 0.05% Add +45.3% 410,484 $17.8M
Danske Bank A/S 0.04% Add +6.3% 390,401 $16.9M
California State Teachers Retirement System 0.02% Reduce -0.9% 367,246 $15.9M
Gotham Asset Management 0.06% Add +84.6% 361,422 $15.7M
PFA Pension, Forsikringsaktieselskab 0.04% — 352,546 $15.5M
Susquehanna Portfolio Strategies, LLC 0.24% Reduce -7.5% 356,021 $15.4M
Andra AP-fonden 0.19% Reduce -9.2% 349,452 $15.1M
Public Employees Retirement Association of Colorado 0.05% No change 337,475 $14.6M
Armistice Capital, LLC 0.36% Reduce -16.0% 336,000 $14.6M
Osaic Holdings, Inc. 0.02% Reduce -32.0% 332,440 $14.4M
Ensign Peak Advisors, Inc 0.03% Add +17.6% 329,467 $14.3M
Victory Capital Management Inc. 0.01% Add +23.2% 327,431 $14.2M
Teachers Retirement System of the State of Kentucky 0.10% No change 320,723 $13.9M
Russell Investments Group, Ltd. 0.01% Add +7.0% 314,902 $13.7M
Nomura Asset Management International Inc. 0.02% — 315,069 $13.7M
Twinbeech Capital LP 0.96% Add +311.7% 311,875 $13.5M
Thrivent Financial for Lutherans 0.02% Reduce -7.3% 300,599 $13.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -0.2% 285,532 $12.1M
Blair William & Co. 0.03% Reduce -39.7% 272,713 $11.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +10.3% 265,169 $11.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +1.4% 263,897 $11.5M
Coronation Fund Managers Ltd. 0.51% Reduce -3.7% 262,572 $11.4M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -10.3% 258,864 $11.3M
State Board of Administration of Florida Retirement System 0.02% Add +1.1% 253,666 $11.0M
Torque Asset Management LLC 3.80% New 252,904 $11.0M
Aviva PLC 0.02% Add +6.3% 251,048 $10.9M
HSBC Holdings PLC 0.01% Add +12.0% 243,259 $10.6M
LPL Financial LLC 0.00% Reduce -2.2% 241,965 $10.5M
Quantbot Technologies LP 0.35% Add +1351.0% 241,218 $10.5M
Neuberger Berman Group LLC 0.01% Add +623.5% 239,853 $10.4M
Mackenzie Financial Corp. 0.01% Add +10.9% 235,509 $10.4M
HRT Financial LP 0.03% New 238,220 $10.3M
UniSuper Management Pty Ltd 0.06% No change 229,409 $9.9M
Tudor Investment Corporation 0.06% New 227,590 $9.9M
Capital Fund Management S.A. 0.09% Add +76.0% 227,341 $9.9M
Cinctive Capital Management LP 0.56% New 224,666 $9.7M
Walter Public Investments Inc. 1.71% Reduce -33.9% 223,036 $9.7M
Defiance ETFs, LLC 0.31% — 217,936 $9.6M
Ofi Invest Asset Management 0.14% Add +738.7% 258,865 $9.6M
Vident Advisory, LLC 0.09% Add +17.2% 220,189 $9.5M
Penserra Capital Management LLC 0.11% Reduce -2.0% 217,936 $9.4M
Norges Bank 0.00% — 211,583 $9.2M
Focus Partners Wealth 0.01% Add +369.2% 210,489 $9.1M
AEGON ASSET MANAGEMENT UK Plc 0.11% Reduce -32.5% 208,751 $9.0M
Forsta Ap-Fonden 0.05% Add +60.5% 200,400 $8.7M
Engineers Gate Manager LP 0.10% Add +202.0% 195,397 $8.5M
Public Employees Retirement System of Ohio 0.03% Reduce -0.9% 189,376 $8.2M
New York State Teachers Retirement System 0.02% Add +0.5% 183,712 $8.0M
XTX Topco Ltd 0.21% Add +173.8% 182,295 $7.9M
Swedbank AB 0.01% No change 179,426 $7.8M
Nomura Asset Management Co. Ltd. 0.02% Reduce -5.1% 177,020 $7.7M
State of Wisconsin Investment Board 0.02% Add +0.1% 176,951 $7.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.6% 174,738 $7.6M
APG Asset Management N.V. 0.02% Reduce -1.7% 199,741 $7.4M
Van Eck Associates Corp. 0.01% Add +5.5% 164,197 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +3.0% 161,746 $7.0M
MetLife Investment Management, LLC 0.03% Reduce -4.4% 161,345 $7.0M
Pinebridge Investments LLC 0.05% — 155,884 $6.8M
Erste Asset Management GmbH 0.06% Add +176.7% 152,170 $6.7M
Prudential Financial Inc. 0.01% Reduce -11.9% 147,890 $6.5M
New York State Common Retirement Fund 0.01% No change 147,825 $6.4M
Amalgamated Bank 0.05% Reduce -2.2% 144,406 $6.3M
Asset Management One Co., Ltd. 0.02% Add +7.2% 138,729 $6.1M
Guggenheim Capital LLC 0.04% Add +7.7% 140,340 $6.1M
Trillium Asset Management, LLC 0.18% Reduce -21.2% 131,808 $5.9M
Algert Global LLC 0.09% New 135,110 $5.9M
Commerce Bank 0.03% Reduce -11.2% 131,163 $5.7M
Oppenheimer Asset Management Inc. 0.07% Reduce -13.4% 127,925 $5.5M
Sciencast Management LP 0.76% Add +81.4% 126,126 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -9.9% 125,471 $5.4M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -4.4% 124,544 $5.4M
Treasurer of the State of North Carolina 0.02% Reduce -6.8% 123,025 $5.3M
Lazard Asset Management LLC 0.01% Add +61.6% 121,992 $5.3M
Korea Investment CORP 0.01% Reduce -10.0% 121,502 $5.3M
Wells Fargo & Company 0.00% Reduce -29.6% 121,081 $5.2M
TD Asset Management Inc 0.00% Add +39.1% 118,039 $5.1M
Hantz Financial Services, Inc. 0.08% Reduce -23.0% 117,995 $5.1M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 132,019 $5.0M
Moran Wealth Management, LLC 0.15% Reduce -5.4% 115,579 $5.0M
Candriam S.C.A. 0.03% Add +30.0% 115,553 $5.0M
Siren, L.L.C. 0.15% Add +15.0% 115,229 $5.0M
Mn Services Vermogensbeheer B.V. 0.03% Add +1.3% 113,393 $4.9M
Susquehanna Fundamental Investments, LLC 0.16% Add +218.1% 111,648 $4.8M
KLP Kapitalforvaltning As 0.02% Add +0.1% 110,500 $4.8M
Sienna Gestion 0.29% No change 127,655 $4.8M
Resona Asset Management Co.,Ltd. 0.02% Reduce -0.2% 109,985 $4.8M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +4.7% 109,071 $4.7M
Cullinan Associates Inc. 0.32% No change 109,000 $4.7M
Vestcor Inc 0.13% Add +39.0% 106,846 $4.6M
Cetera Investment Advisers 0.00% Add +5.2% 104,278 $4.5M
MML Investors Services, LLC 0.01% Add +2.3% 104,053 $4.5M
Qsemble Capital Management, LP 0.36% Add +408.5% 101,756 $4.4M
Magnetar Financial LLC 0.05% Add +292.7% 100,605 $4.4M
Pinnacle Financial Partners, Inc. 0.03% — 100,390 $4.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -13.3% 98,693 $4.3M
Cypress Point Investment Management LP 0.92% — 98,335 $4.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.9% 95,653 $4.1M
Mariner, LLC 0.00% New 95,594 $4.1M
Susquehanna International Group, LLP 0.01% Add +12.8% 95,228 $4.1M
Entropy Technologies, LP 0.22% New 93,397 $4.0M
Robocap Asset Management Ltd 3.54% Reduce -46.1% 91,592 $4.0M
Johnson Investment Counsel Inc. 0.03% Reduce -4.1% 89,325 $3.9M
Boothbay Fund Management, LLC 0.10% Add +1525.4% 88,976 $3.9M
Occudo Quantitative Strategies LP 0.26% New 88,627 $3.8M
AlphaQuest LLC 0.21% Add +5622.3% 88,352 $3.8M
Transamerica Financial Advisors, LLC 0.32% Reduce -3.4% 87,616 $3.8M
New Age Alpha Advisors, LLC 0.16% Add +15.4% 85,897 $3.7M
Exane Asset Management 0.77% New 71,968 $3.7M
Ameritas Investment Partners, Inc. 0.11% Reduce -4.3% 84,088 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -1.6% 93,946 $3.6M
Bank of Montreal 0.00% Add +3.1% 83,506 $3.6M
Louisiana State Employees Retirement System 0.06% Reduce -0.6% 83,400 $3.6M
Arizona State Retirement System 0.02% Reduce -7.0% 82,863 $3.6M
Comerica Bank 0.01% Reduce -87.8% 82,650 $3.6M
ING Groep NV 0.02% New 79,200 $3.4M
Covea Finance 0.11% No change 78,500 $3.4M
Elo Mutual Pension Insurance Co 0.05% Add +39.3% 78,081 $3.4M
Xponance LLC 0.03% Reduce -5.0% 77,727 $3.4M
Sequoia Financial Advisors, LLC 0.02% Add +15.1% 76,395 $3.3M
Baird Financial Group, Inc. 0.01% Reduce -12.8% 76,228 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.5% 75,445 $3.3M
SG Americas Securities, LLC 0.00% Reduce -81.3% 73,295 $3.2M
Sit Investment Associates Inc. 0.06% No change 73,010 $3.2M
Acadian Asset Management LLC 0.01% Add +284.0% 72,691 $3.1M
Bank of Nova Scotia 0.00% Add +343.8% 71,703 $3.1M
State of Michigan Retirement System 0.01% Reduce -0.8% 71,200 $3.1M
Pathstone Holdings, LLC 0.01% Add +1.4% 70,951 $3.1M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2.52% — 70,925 $3.1M
MYDA Advisors LLC 0.86% Reduce -26.3% 70,000 $3.0M
Quadrature Capital Ltd 0.03% New 69,562 $3.0M
Atom Investors LP 0.23% Add +227.5% 68,020 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.4% 67,454 $2.9M
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -48.8% 66,139 $2.9M
Schonfeld Strategic Advisors LLC 0.01% New 64,836 $2.8M
New Mexico Educational Retirement Board 0.08% No change 60,870 $2.6M
Rosenblum Silverman Sutton S F Inc. 0.61% Reduce -11.4% 60,513 $2.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.3% 59,919 $2.6M
Curi Capital, LLC 0.05% Reduce -1.2% 59,898 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.7% 59,618 $2.6M
IFM Investors Pty Ltd 0.02% Add +8.7% 59,587 $2.6M
Storebrand Asset Management As 0.01% No change 59,481 $2.6M
Torray Investment Partners LLC 0.40% Add +5.0% 59,471 $2.6M
South Dakota Investment Council 0.05% Reduce -7.7% 58,918 $2.6M
Verition Fund Management LLC 0.01% Reduce -52.8% 58,712 $2.5M
Slow Capital, Inc. 0.30% Reduce -14.4% 58,249 $2.5M
Toronto Dominion Bank 0.00% Reduce -69.9% 56,249 $2.4M
Maxi Investments CY Ltd 0.44% No change 55,600 $2.4M
Daiwa Securities Group Inc. 0.01% Add +1.3% 54,453 $2.4M
Swiss Life Asset Management Ltd 0.01% Reduce -4.6% 53,457 $2.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +23.3% 53,457 $2.3M
Fox Run Management, L.L.C. 0.36% Add +98.4% 53,422 $2.3M
DNB Asset Management AS 0.01% Reduce -9.2% 53,115 $2.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -2.4% 53,025 $2.3M
Vinva Investment Management Ltd 0.03% Reduce -71.8% 50,857 $2.2M
WCM Investment Management, LLC 0.00% Reduce -0.1% 50,646 $2.2M
Eurizon Capital SGR S.p.A. 0.01% — 50,817 $2.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.28% No change 50,000 $2.2M
QRG Capital Management, Inc. 0.02% Reduce -4.1% 49,284 $2.1M
Franklin Resources Inc. 0.00% Add +107.8% 48,934 $2.1M
Utah Retirement Systems 0.02% No change 48,884 $2.1M
1492 Capital Management LLC 0.83% Add +23.8% 48,732 $2.1M
Tredje AP-fonden 0.01% Add +21.8% 45,764 $2.0M
Oak Thistle LLC 0.27% New 44,725 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.8% 44,723 $1.9M
Simplex Trading, LLC 0.05% Reduce -26.4% 44,681 $1.9M
Benjamin Edwards Inc. 0.02% Reduce -0.7% 44,279 $1.9M
Davidson Capital Management Inc. 0.41% Reduce -31.6% 43,764 $1.9M
Summit Trail Advisors, LLC 0.03% Add +10.2% 42,745 $1.9M
Corient Private Wealth LP 0.00% Add +174.9% 42,046 $1.8M
One Capital Management, LLC 0.05% Add +42.1% 41,873 $1.8M
Future Fund LLC 0.57% Add +42.3% 41,788 $1.8M
Creative Planning 0.00% Reduce -10.7% 41,111 $1.8M
Syntax Research, Inc. 1.07% New 40,000 $1.7M
Gsa Capital Partners LLP 0.15% New 39,406 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -6.7% 38,304 $1.7M
Caprock Group, LLC 0.03% Reduce -1.4% 37,776 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Add +1.2% 37,652 $1.6M
Canada Pension Plan Investment Board 0.00% Add +45.7% 37,600 $1.6M
KBC Group NV 0.00% Reduce -31.4% 37,257 $1.6M
DekaBank Deutsche Girozentrale 0.00% No change 31,729 $1.6M
Assetmark, Inc. 0.00% Add +0.7% 36,629 $1.6M
IMC-Chicago, LLC 0.03% New 36,615 $1.6M
Mercer Global Advisors Inc. 0.00% Add +18.1% 36,583 $1.6M
Generali Asset Management SPA SGR 0.03% New 36,549 $1.6M
Crossmark Global Holdings, Inc. 0.02% Add +57.0% 36,023 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 35,659 $1.5M
NewEdge Wealth, LLC 0.02% Reduce -38.3% 35,304 $1.5M
Axq Capital, LP 0.34% Add +651.7% 34,548 $1.5M
Inceptionr LLC 0.40% Add +104.2% 33,627 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 33,381 $1.4M
Gradient Investments LLC 0.02% Add +5.1% 33,082 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.2% 33,056 $1.4M
Zions Bancorporation, National Association 0.07% Reduce -6.7% 33,016 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -51.1% 32,723 $1.4M
Harbor Capital Advisors, Inc. 0.11% Reduce -3.0% 32,277 $1.4M
OP Asset Management Ltd 0.02% No change 31,730 $1.4M
Nordea Investment Management AB 0.00% Add +27.0% 31,120 $1.4M
GMO 0.00% Add +29.3% 31,119 $1.3M
First National Bank of Omaha 0.04% New 30,960 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 30,686 $1.3M
L. Roy Papp & Associates, LLP 0.14% Add +27.5% 29,635 $1.3M
Atria Investments, Inc 0.01% Reduce -14.1% 29,374 $1.3M
Macquarie Group Ltd. 0.01% Reduce -92.0% 29,151 $1.3M
PEAK6 LLC 0.03% New 28,489 $1.2M
New York Life Investment Management LLC 0.01% Reduce -8.1% 28,173 $1.2M
Azzad Asset Management Inc. 0.12% Reduce -5.5% 28,138 $1.2M
Alps Advisors Inc. 0.01% Add +4.1% 28,115 $1.2M
UNIVEST FINANCIAL Corp 0.06% New 27,966 $1.2M
Aquatic Capital Management LLC 0.03% Reduce -52.9% 27,772 $1.2M
Fieldview Capital Management, LLC 0.20% New 27,667 $1.2M
Y.D. More Investments Ltd 0.06% Reduce -0.3% 27,031 $1.2M
Globeflex Capital L P 0.18% No change 26,634 $1.2M
Tidal Investments LLC 0.00% Add +19.6% 26,385 $1.1M
Allstate Corp. 0.02% Add +109.9% 26,330 $1.1M
US Bancorp \de 0.00% Reduce -19.6% 25,816 $1.1M
VARCOV Co. 0.43% — 24,882 $1.1M
Principal Securities, Inc. 0.02% Add +1.3% 24,879 $1.1M
Aigen Investment Management, LP 0.25% Add +57.7% 24,797 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +14.7% 24,769 $1.1M
Bridges Investment Management Inc. 0.01% Reduce -17.3% 24,630 $1.1M
Polymer Capital Management (US) LLC 0.14% Add +51.8% 24,611 $1.1M
GAM Holding AG 0.07% Reduce -16.4% 24,492 $1.1M
SummitTX Capital, L.P. 0.03% New 24,178 $1.0M
Woodline Partners LP 0.00% Reduce -90.4% 24,116 $1.0M
Parallel Advisors, LLC 0.02% Add +5.9% 23,614 $1.0M
Cim, LLC 0.13% Add +5.4% 23,377 $1.0M
Hancock Whitney Corp. 0.02% Reduce -10.6% 23,070 $1000K
HighTower Advisors, LLC 0.00% Add +4.2% 23,033 $998K
MASTERINVEST Kapitalanlage GmbH 0.09% Reduce -2.8% 22,385 $987K
Securian Asset Management, Inc. 0.04% Reduce -2.7% 21,971 $952K
Campbell & CO Investment Adviser LLC 0.05% Add +349.2% 21,922 $950K
FORA Capital, LLC 0.11% New 21,871 $948K
Van Berkom & Associates Inc. 0.03% Add +1.4% 21,837 $946K
Abn Amro Investment Solutions 0.01% New 21,796 $945K
R Squared Ltd 0.43% Add +190.7% 21,261 $921K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -58.7% 21,175 $918K
Plato Investment Management Ltd 0.06% No change 20,963 $913K
Truist Financial Corp. 0.00% Reduce -10.8% 21,045 $912K
Cache Advisors, LLC 0.11% Add +125.3% 20,964 $909K
Walleye Trading LLC 0.01% Add +66.3% 20,800 $901K
Investment Management Corp of Ontario 0.01% Add +43.5% 20,362 $882K
Procyon Advisors, LLC 0.04% New 20,219 $876K
Avanza Fonder AB 0.02% No change 20,153 $873K
Stifel Financial Corp. 0.00% Reduce -21.4% 20,020 $868K
Wealth Enhancement Advisory Services, LLC 0.00% Add +73.5% 19,495 $833K
ProShare Advisors LLC 0.00% Add +2.3% 18,954 $821K
Captrust Financial Advisors 0.00% Reduce -5.2% 18,837 $816K
Silvercrest Asset Management Group LLC 0.01% Add +8.7% 18,517 $803K
Concurrent Investment Advisors, LLC 0.01% Add +115.1% 17,207 $746K
B. Metzler seel. Sohn & Co. AG 0.01% No change 17,046 $739K
Aaron Wealth Advisors LLC 0.04% Reduce -50.5% 16,732 $725K
TD Private Client Wealth LLC 0.02% Reduce -6.3% 16,608 $720K
Inscription Capital, LLC 0.07% Reduce -32.6% 16,521 $716K
Syon Capital LLC 0.04% Add +14.3% 16,465 $714K
Brevan Howard Capital Management LP 0.01% Reduce -61.4% 16,447 $713K
Fifth Third Bancorp 0.00% Reduce -30.1% 16,020 $694K
Ethic Inc. 0.01% Add +18.9% 15,991 $693K
Malaga Cove Capital, LLC 0.24% Add +66.2% 15,733 $682K
Credit Agricole S A 0.00% Reduce -8.6% 15,694 $680K
Headlands Technologies LLC 0.06% New 15,513 $672K
Wbi Investments, LLC 0.17% New 15,405 $668K
Virtu Financial LLC 0.03% New 15,263 $661K
Natixis 0.00% Reduce -6.1% 15,163 $657K
Rockefeller Capital Management L.P. 0.00% Add +14.4% 15,008 $650K
Violich Capital Management, Inc. 0.07% No change 15,000 $650K
O'shaughnessy Asset Management, LLC 0.00% Reduce -9.9% 14,781 $641K
Maryland State Retirement & Pension System 0.01% No change 14,538 $630K
Regions Financial Corp. 0.00% Reduce -30.6% 14,507 $629K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +19.3% 14,492 $628K
Gulf International Bank (UK) Ltd 0.02% No change 14,375 $623K
Tower Research Capital LLC (TRC) 0.01% Add +59.6% 14,299 $620K
Tributary Capital Management, LLC 0.06% New 14,182 $615K
Oxford Asset Management LLP 0.22% New 14,082 $610K
Cooper Financial Group 0.06% Add +2.3% 14,081 $610K
Burney Co./ 0.02% Reduce -12.8% 13,972 $606K
Diametric Capital, LP 0.16% Add +147.1% 13,572 $588K
Ostrum Asset Management 0.03% Reduce -24.9% 13,467 $584K
Kestra Advisory Services, LLC 0.00% Add +26.4% 13,307 $577K
CIBC Asset Management Inc 0.00% Add +4.6% 13,236 $574K
Pier Capital, LLC 0.09% Reduce -13.2% 13,147 $570K
Rakuten Investment Management, Inc. 0.00% Reduce -60.9% 12,772 $565K
Lecap Asset Management Ltd. 0.22% Reduce -22.5% 12,560 $544K
Mach-1 Financial Group, LLC 0.11% New 12,507 $542K
Bridgefront Capital, LLC 0.13% Reduce -23.5% 12,344 $535K
Los Angeles Capital Management LLC 0.00% Reduce -41.8% 10,984 $534K
Perigon Wealth Management, LLC 0.01% Add +23.1% 12,237 $530K
Mirabella Financial Services LLP 0.05% New 12,219 $530K
Illinois Municipal Retirement Fund 0.01% Reduce -40.8% 12,156 $527K
Exchange Traded Concepts, LLC 0.00% Add +112.1% 11,894 $515K
Metis Global Partners, LLC 0.01% Reduce -1.4% 11,842 $513K
Baker Avenue Asset Management, LP 0.01% Add +101.0% 11,485 $498K
National Pension Service 0.00% Add +184.4% 11,394 $494K
Group One Trading LLC 0.01% Reduce -88.8% 11,320 $491K
E. Ohman J:or Asset Management AB 0.01% No change 11,219 $486K
GraniteShares Advisors LLC 0.28% Add +18.2% 10,638 $461K
Sanctuary Advisors, LLC 0.00% Add +40.1% 10,616 $460K
Janney Montgomery Scott LLC 0.00% Reduce -29.8% 10,543 $457K
Summit Creek Advisors LLC 0.07% Add +21.3% 10,534 $457K
Intech Investment Management LLC 0.00% Reduce -44.9% 10,483 $454K
Cibc World Markets Corp. 0.00% — 10,462 $453K
Advisory Services Network, LLC 0.01% Add +0.7% 10,377 $450K
Grandeur Peak Global Advisors, LLC 0.06% Reduce -82.3% 10,359 $449K
North Dakota State Investment Board 0.02% — 10,344 $448K
Advisor OS, LLC 0.04% Add +5.4% 10,106 $438K
A&I Financial Services, LLC 0.21% No change 10,067 $436K
Shelton Capital Management 0.01% Reduce -6.2% 10,059 $436K
NewEdge Advisors, LLC 0.00% Reduce -3.2% 10,047 $435K
Teacher Retirement System of Texas 0.00% Reduce -74.8% 9,964 $432K
OMERS ADMINISTRATION Corp 0.00% No change 9,935 $431K
Quadrant Capital Group LLC 0.01% Reduce -7.6% 9,814 $425K
Johnson Financial Group, Inc. 0.02% Add +0.6% 9,781 $424K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.3% 9,771 $423K
MQS Management LLC 0.25% Add +70.2% 9,748 $422K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 9,661 $419K
United Capital Financial Advisors, LLC 0.00% Reduce -38.4% 9,637 $418K
M&T Bank Corp 0.00% Add +25.9% 9,544 $413K
D.A. Davidson & Co. 0.00% Reduce -1.4% 9,452 $410K
Chicago Partners Investment Group LLC 0.01% Reduce -18.7% 9,945 $406K
Certuity, LLC 0.03% New 9,298 $403K
Cresset Asset Management, LLC 0.00% Reduce -17.8% 9,212 $399K
Knollwood Investment Advisory, LLC 0.04% No change 9,088 $394K
Arkadios Wealth Advisors 0.01% Reduce -2.8% 9,078 $393K
F/m Investments LLC 0.01% Reduce -91.4% 9,074 $393K
Versant Capital Management, Inc 0.05% Add +106.6% 9,044 $392K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 8,730 $378K
Avior Wealth Management, LLC 0.01% Reduce -13.7% 8,411 $365K
Lighthouse Investment Partners, LLC 0.01% New 8,380 $363K
&partners 0.00% Reduce -20.4% 8,219 $356K
Prosperity Consulting Group, LLC 0.02% Add +5.4% 8,153 $353K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -44.7% 8,140 $353K
111 Capital 0.08% Reduce -61.6% 8,089 $351K
Eventide Asset Management, LLC 0.01% Add +22.7% 7,716 $340K
Prudential PLC 0.00% No change 7,766 $337K
Advisors Asset Management, Inc. 0.01% Add +94.8% 7,711 $334K
Fifth Third Wealth Advisors LLC 0.01% Add +0.6% 7,661 $332K
Caxton Associates LLP 0.01% New 7,628 $331K
Choreo, LLC 0.00% Reduce -17.3% 7,458 $329K
Blue Trust, Inc. 0.00% Reduce -9.6% 7,537 $327K
Westerkirk Capital Inc. 0.03% New 7,330 $318K
Jackson Creek Investment Advisors LLC 0.09% Reduce -1.8% 7,251 $314K
First National Advisers, LLC 0.04% New 7,218 $313K
Forum Financial Management, LP 0.00% Add +6.1% 7,111 $308K
STRS Ohio 0.00% Add +0.2% 7,033 $305K
Mattson Financial Services, LLC 0.07% Add +63.2% 7,024 $304K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.2% 6,965 $302K
Kera Capital Partners, Inc. 0.04% New 7,915 $301K
Stratos Wealth Partners, LTD. 0.00% Reduce -27.1% 6,953 $301K
EntryPoint Capital, LLC 0.12% No change 6,877 $298K
Cambridge Investment Research Advisors, Inc. 0.00% Add +50.1% 6,880 $298K
RFG Advisory, LLC 0.01% Reduce -31.7% 6,875 $298K
Norden Group LLC 0.03% Reduce -32.7% 6,808 $295K
iSAM Funds (UK) Ltd 0.11% New 6,805 $295K
Profund Advisors LLC 0.01% Reduce -4.4% 6,731 $292K
AlphaGrep UK Ltd 0.10% — 6,724 $291K
Optas, LLC 0.04% Add +5.0% 6,634 $288K
Brooklyn Investment Group 0.01% Reduce -16.9% 6,461 $286K
Bayforest Capital Ltd 0.21% Add +74.4% 6,554 $284K
Praxis Investment Management Inc. 0.02% No change 6,561 $284K
Kessler Investment Group, LLC 0.12% No change 6,506 $282K
Teza Capital Management LLC 0.90% New 6,478 $281K
Shaker Investments LLC 0.12% Reduce -60.0% 6,461 $280K
Scientech Research LLC 0.18% Reduce -60.3% 6,437 $279K
WINTON GROUP Ltd 0.01% New 6,400 $277K
HUB Investment Partners, LLC 0.01% New 6,368 $276K
MJP Associates Inc. 0.03% Add +5.8% 6,242 $271K
Royal London Asset Management Ltd. 0.00% Reduce -35.3% 6,220 $270K
Pension & Wealth Management Advisors, Inc. 0.08% Add +12.9% 6,167 $267K
Two Sigma Securities, LLC 0.04% New 6,149 $266K
Horizon Investments, LLC 0.00% New 6,110 $265K
Voleon Capital Management LP 0.01% Add +28.4% 5,859 $254K
Crestwood Advisors Group, LLC 0.00% New 5,846 $253K
Capstone Investment Advisors, LLC 0.00% New 5,825 $252K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 5,807 $252K
Trust Point Inc. 0.02% New 5,762 $250K
nVerses Capital, LLC 0.56% — 5,752 $249K
Wedbush Securities Inc. 0.01% Reduce -42.8% 5,721 $248K
PDT Partners, LLC 0.02% New 5,700 $247K
Stephens Inc. 0.00% Add +0.0% 5,688 $247K
Westpac Banking Corp. 0.02% Add +13.9% 5,648 $245K
Banque Pictet & Cie SA 0.00% No change 5,631 $244K
Evergreen Capital Management LLC 0.01% Reduce -47.9% 5,630 $244K
DRW Securities, LLC 0.02% New 5,617 $243K
Clearstead Advisors, LLC 0.00% Add +139.5% 5,553 $241K
New England Research & Management, Inc. 0.10% No change 5,525 $239K
Covestor Ltd 0.12% Add +7.0% 5,470 $237K
Ashton Thomas Securities, LLC 0.04% Reduce -28.0% 5,382 $233K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +1530.3% 5,380 $233K
Loomis Sayles & Co. L P 0.00% Add +434.9% 5,365 $233K
Legacy Wealth Asset Management, LLC 0.06% Reduce -13.4% 5,361 $232K
Orion Porfolio Solutions, LLC 0.00% Reduce -68.4% 5,361 $232K
Intrust Bank NA 0.02% Add +1.5% 5,348 $232K
Prelude Capital Management, LLC 0.02% New 5,258 $228K
Oppenheimer & Co. Inc. 0.00% Reduce -33.0% 5,070 $220K
Rafferty Asset Management, LLC 0.00% Reduce -2.7% 5,067 $220K
Steward Partners Investment Advisory, LLC 0.00% Add +289.1% 5,050 $219K
Leonteq Securities AG 0.01% Add +69.0% 5,046 $219K
BBR Partners, LLC 0.01% Reduce -1.3% 5,000 $217K
Vise Technologies, Inc. 0.00% New 4,932 $214K
Sowell Financial Services LLC 0.01% Reduce -37.6% 4,931 $214K
Journey Retirement Planning & Investment Management LLC 0.04% — 4,851 $210K
Prospera Financial Services Inc 0.00% Reduce -3.9% 4,848 $210K
Sherbrooke Park Advisers LLC 0.53% Reduce -60.1% 4,750 $206K
Forefront Wealth Partners, LLC 0.10% New 4,679 $203K
TCW Group Inc. 0.00% New 4,678 $203K
Interchange Capital Partners, LLC 0.04% Reduce -10.0% 4,630 $201K
National Bank of Canada 0.00% Add +122.0% 4,467 $193K
State of Wyoming 0.02% Reduce -65.9% 4,429 $192K
Siemens Fonds Invest GmbH 0.01% No change 4,100 $181K
Cwm, LLC 0.00% Add +29.4% 3,987 $173K
Quent Capital, LLC 0.01% Reduce -7.3% 3,990 $173K
Havemeyer Place LP 0.03% — 3,942 $171K
Jones Financial Companies LLLP 0.00% Add +17.7% 3,823 $166K
Nisa Investment Advisors, LLC 0.00% Add +941.6% 3,802 $165K
Signaturefd, LLC 0.00% Reduce -4.5% 3,713 $161K
Walleye Capital LLC 0.00% Reduce -97.3% 3,670 $159K
GAMMA Investing LLC 0.01% Add +7.7% 3,460 $150K
Arax Advisory Partners 0.00% Add +306.6% 3,253 $141K
UMB Bank, n.a. 0.00% Add +12.7% 3,190 $138K
Bessemer Group Inc. 0.00% Add +19.6% 2,996 $129K
Allworth Financial LP 0.00% Add +50.4% 2,739 $119K
Rothschild Investment LLC 0.01% Reduce -0.1% 2,401 $104K
S.A. Mason LLC 0.04% Reduce -24.9% 2,342 $102K
MAI Capital Management 0.00% Add +0.8% 2,273 $99K
Quarry LP 0.02% Add +251.1% 2,219 $96K
Archer Investment Corp 0.02% No change 2,173 $94K
Sterling Capital Management LLC 0.00% Add +371.3% 2,102 $91K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 2,100 $91K
CX Institutional 0.00% Add +27.3% 2,053 $89K
Dixon Mitchell Investment Counsel Inc. 0.00% New 1,878 $81K
Farther Finance Advisors, LLC 0.00% Reduce -8.9% 1,835 $80K
SBI Securities Co., Ltd. 0.00% Add +1.0% 1,775 $77K
Reyes Financial Architecture, Inc. 0.05% New 1,773 $77K
SageView Advisory Group, LLC 0.00% New 1,664 $72K
Banque Cantonale Vaudoise 0.00% Add +210.0% 1,606 $70K
Wilmington Savings Fund Society, FSB 0.00% No change 1,500 $65K
Huntington National Bank 0.00% Reduce -6.7% 1,397 $61K
Alphadyne Asset Management LP 0.01% New 1,397 $61K
CIBC Private Wealth Group LLC 0.00% Reduce -24.4% 1,354 $59K
MassMutual Private Wealth & Trust, FSB 0.00% Add +14.5% 1,265 $55K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.9% 1,169 $51K
Park Place Capital Corp 0.01% Add +1.0% 1,074 $47K
Smartleaf Asset Management LLC 0.00% Reduce -65.5% 959 $42K
Mark Sheptoff Financial Planning, LLC 0.02% No change 950 $41K
Global Retirement Partners, LLC 0.00% Reduce -12.1% 904 $39K
Signature Equity Partners, LLC 0.02% — 902 $39K
True Wealth Design, LLC 0.01% Add +99.5% 896 $39K
Truvestments Capital LLC 0.01% Reduce -24.9% 841 $36K
Larson Financial Group LLC 0.00% Add +168.8% 809 $35K
Hazlett, Burt & Watson, Inc. 0.01% No change 750 $33K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.3% 701 $30K
RHL Group, LLC 0.02% — 691 $30K
Eastern Bank 0.00% No change 630 $27K
V-Square Quantitative Management LLC 0.00% New 609 $26K
United Financial Planning Group LLC 0.01% Reduce -72.6% 553 $24K
Geneos Wealth Management Inc. 0.00% No change 530 $23K
First Horizon Corp. 0.00% Reduce -34.4% 526 $23K
Cornerstone Planning Group LLC 0.00% Reduce -7.2% 540 $22K
Salomon & Ludwin, LLC 0.00% Add +483.3% 490 $21K
Wolff Wiese Magana LLC 0.01% Reduce -4.3% 446 $19K
Picton Mahoney Asset Management 0.00% New 440 $19K
Global X Japan Co., Ltd. 0.00% Add +51.4% 430 $19K
Westside Investment Management, Inc. 0.00% No change 432 $18K
Atlantic Union Bankshares Corp 0.00% New 400 $17K
Elyxium Wealth, LLC 0.00% New 388 $17K
CoreCap Advisors, LLC 0.00% Reduce -63.8% 350 $15K
Rakuten Securities, Inc. 0.00% Reduce -65.4% 306 $13K
Fulcrum Asset Management LLP 0.00% No change 298 $13K
Armstrong Advisory Group, Inc. 0.00% No change 300 $13K
Marquette Asset Management, LLC 0.00% Add +168.5% 290 $13K
Parkside Financial Bank & Trust 0.00% Add +74.7% 262 $11K
Farmers & Merchants Investments Inc. 0.00% Add +4.0% 260 $11K
Spire Wealth Management 0.00% Reduce -61.5% 259 $11K
Ankerstar Wealth, LLC 0.01% — 255 $11K
Harbour Investments, Inc. 0.00% Add +6.3% 254 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 250 $11K
Brown, Lisle/Cummings, Inc. 0.00% New 250 $11K
SouthState Bank Corp 0.00% Add +784.0% 221 $10K
SJS Investment Consulting Inc. 0.00% Reduce -77.5% 219 $9K
ORG Partners LLC 0.00% New 206 $9K
Alerus Financial NA 0.00% No change 200 $9K
Osbon Capital Management LLC 0.01% — 187 $8K
AdvisorNet Financial, Inc 0.00% Add +36.3% 169 $7K
Elevation Wealth Partners, LLC 0.00% Add +1.2% 164 $7K
Navigoe, LLC 0.00% No change 176 $7K
2UniFi Bank 0.00% New 138 $6K
Ancora Advisors LLC 0.00% Add +246.2% 135 $6K
HighMark Wealth Management LLC 0.00% No change 133 $6K
Manning & Napier Advisors LLC 0.00% New 129 $6K
IFP Advisors, Inc 0.00% Reduce -24.5% 117 $5K
Tsfg, LLC 0.00% Add +118.2% 120 $5K
T. Rowe Price Investment Management, Inc. 0.00% No change 100 $5K
Flagship Harbor Advisors, LLC 0.00% New 114 $5K
Washington Trust Advisors, Inc. 0.00% Reduce -23.1% 113 $5K
First Pacific Financial 0.00% New 111 $5K
Steigerwald, Gordon & Koch Inc. 0.00% New 111 $5K
JFS Wealth Advisors, LLC 0.00% Reduce -1.9% 102 $4K
Root Financial Partners, LLC 0.00% Reduce -67.7% 102 $4K
Barrett & Company, Inc. 0.00% No change 100 $4K
Key Financial Inc 0.00% No change 99 $4K
High Note Wealth, LLC 0.00% Add +10.0% 99 $4K
IMA Advisory Services, Inc. 0.00% New 97 $4K
Bell Investment Advisors, Inc 0.00% Add +30.1% 95 $4K
WealthCollab, LLC 0.00% New 93 $4K
Brown Brothers Harriman & Co. 0.00% Add +155.6% 92 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -14.4% 89 $4K
Luken Investment Analytics, LLC 0.00% New 89 $4K
Bare Financial Services, Inc 0.00% Reduce -14.0% 86 $4K
Bayban 0.00% — 83 $4K
Rossby Financial, LCC 0.00% Add +236.4% 74 $3K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -26.0% 74 $3K
Creative Financial Designs Inc. 0.00% No change 69 $3K
Sfam, LLC 0.00% — 66 $3K
Westfuller Advisors, LLC 0.00% No change 66 $3K
United Community Bank 0.00% New 64 $3K
Fideuram Asset Management (Ireland) dac 0.00% — 48 $3K
Colonial Trust Co / SC 0.00% No change 61 $3K
Legacy Wealth Managment, LLC 0.00% New 61 $3K
North Star Investment Management Corp. 0.00% New 61 $3K
Navalign, LLC 0.00% New 60 $3K
Lanark Financial, Inc. 0.00% Add +9.1% 60 $3K
JNBA Financial Advisors 0.00% No change 53 $2K
FIL Ltd 0.00% Reduce -99.3% 53 $2K
Aventura Private Wealth, LLC 0.00% Add +150.0% 50 $2K
Addison Advisors LLC 0.00% New 48 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -4.1% 47 $2K
Capital Advisors, Ltd. LLC 0.00% No change 43 $2K
Activest Wealth Management 0.00% Reduce -72.0% 45 $2K
Imprint Wealth LLC 0.01% Reduce -75.9% 42 $2K
Ares Financial Consulting, LLC 0.00% — 39 $2K
Kozak & Associates, Inc. 0.00% No change 39 $2K
Prestige Wealth Management Group LLC 0.00% Reduce -65.4% 37 $2K
Golden State Wealth Management, LLC 0.00% New 35 $2K
Keating Financial Advisory Services, Inc. 0.00% — 35 $2K
Cromwell Holdings LLC 0.00% No change 34 $1K
Physician Wealth Advisors, Inc. 0.00% New 34 $1K
HFM Investment Advisors, LLC 0.00% Add +312.5% 33 $1K
Bullock Wealth Management Group 0.00% — 33 $1K
Optima Capital LLC 0.00% New 33 $1K
Rialto Wealth Management, LLC 0.00% Reduce -14.7% 29 $1K
Cornerstone Financial Management LLC 0.00% — 24 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% New 22 $953
Cullen/Frost Bankers, Inc. 0.00% No change 19 $823
Sachetta, LLC 0.00% No change 16 $694
Quaker Wealth Management, LLC 0.00% Reduce -26.3% 14 $607
Signature Resources Capital Management, LLC 0.00% New 12 $520
Hughes Financial Services, LLC 0.00% Reduce -45.5% 12 $520
Basecamp Wealth Advisors LLC 0.00% — 11 $477
Financial Management Professionals, Inc. 0.00% No change 11 $477
MV Capital Management, Inc. 0.00% Add +12.5% 9 $391
1015 Capital Partners, LLC 0.00% — 9 $390
Bay Harbor Wealth Management, LLC 0.00% Reduce -33.3% 8 $346
Dunhill Financial, LLC 0.00% New 7 $299
Seneschal Advisors, LLC 0.00% No change 6 $261
DecisionPoint Financial, LLC 0.00% No change 5 $217
Manchester Capital Management LLC 0.00% No change 4 $174
Private Wealth Management Group, LLC 0.00% New 4 $174
Principia Wealth Advisory, LLC 0.00% Reduce -42.9% 4 $173
NFSG Corp 0.00% No change 4 $173
American Capital Advisory, LLC 0.00% New 3 $131
Private Wealth Asset Management, LLC 0.00% No change 3 $130
Crewe Advisors LLC 0.00% No change 2 $87
TFC Financial Management, Inc. 0.00% No change 2 $87
Darwin Wealth Management, LLC 0.00% New 1 $43
Avion Wealth 0.00% Reduce -47.7% 23 $0

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