DynatraceDT

13F holders, Q2 2026 (June 30)
595holders +14
97new positions
83sold out
11famous investors
$43.96avg. 13F price*

At the end of Q2 2026, 595 institutions reported holding Dynatrace Inc. (DT) in their 13F filings, up 14 from Q1 2026. 97 opened new positions and 83 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Portfolio Management LLC ($694.1M) and Vanguard Capital Management LLC ($580.1M). 11 famous investors held it, including Jeff Smith (8.6% of Starboard Value's portfolio), John W. Rogers Jr. (0.3% of Ariel Investments's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions97$771.2M
Exits83$299.7M

All 13F filers, Q1 2026 → Q2 2026: 55,290,933 shares bought and 44,681,738 shares sold, net +10,609,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 595 holders

BlackRock, Inc. 0.02% Add +5.1% 34,950,026 $1.5B
Vanguard Portfolio Management LLC 0.03% Reduce -4.1% 15,806,526 $694.1M
Vanguard Capital Management LLC 0.01% Reduce -1.2% 13,210,633 $580.1M
Pictet Asset Management Holding SA 0.54% Reduce -19.3% 12,762,198 $560.4M
Wellington Management Group LLP 0.09% Add +23.5% 11,528,792 $506.2M
UBS Group AG 0.08% Add +1.1% 11,243,524 $493.7M
State Street Corp. 0.01% Add +1.7% 9,339,108 $410.1M
Starboard Value 8.61% New 8,866,692 $389.3M
AQR Capital Management 0.13% Add +345.4% 8,317,467 $365.2M
First Trust Advisors LP 0.20% Add +13.1% 7,695,192 $337.9M
Geode Capital Management, LLC 0.02% Reduce -1.5% 7,639,513 $335.5M
Amundi 0.07% Add +5.5% 6,583,829 $289.1M
Arrowstreet Capital, Limited Partnership 0.12% Add +16.7% 6,026,228 $264.6M
Jupiter Topco LLC 0.09% — 5,131,981 $225.3M
Barclays PLC 0.07% Add +419.1% 4,725,884 $207.5M
American Century Companies Inc. 0.09% Reduce -1.3% 4,617,939 $202.8M
Westfield Capital Management Co. LP 0.61% Add +0.9% 4,249,229 $186.6M
D. E. Shaw & Co. 0.11% Add +23.6% 3,906,408 $171.5M
William Blair Investment Management, LLC 0.51% Add +19.5% 3,857,741 $169.4M
Bank of America Corp. 0.01% Reduce -59.3% 3,809,599 $167.3M
FIL Ltd 0.11% Add +37.1% 3,572,491 $156.9M
Ameriprise Financial Inc. 0.03% Add +170.5% 3,380,014 $148.4M
Jane Street Group, LLC 0.09% Add +76.8% 3,328,545 $146.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -31.0% 3,272,431 $143.7M
Goldman Sachs Group Inc. 0.01% Add +98.3% 3,049,658 $133.9M
Dimensional Fund Advisors LP 0.02% Add +28.6% 2,906,957 $127.6M
Assenagon Asset Management S.A. 0.16% Add +158.7% 2,789,774 $122.5M
Charles Schwab Investment Management Inc. 0.02% Add +3.7% 2,727,257 $119.8M
Bank of New York Mellon Corp 0.02% Add +16.9% 2,616,378 $114.9M
Northern Trust Corp. 0.01% Reduce -3.5% 2,405,237 $105.6M
Deutsche Bank AG 0.03% Add +45.9% 2,402,002 $105.5M
SG Americas Securities, LLC 0.06% Add +140.1% 2,218,935 $97.4M
Morgan Stanley 0.00% Reduce -12.5% 2,111,899 $92.7M
Two Sigma Investments, LP 0.07% Reduce -41.9% 2,088,873 $91.7M
Quantinno Capital Management LP 0.10% Reduce -0.8% 1,974,324 $86.7M
Vanguard Fiduciary Trust Co. 0.02% Reduce -1.1% 1,870,032 $82.1M
Millennium Management 0.06% Add +20.4% 1,820,153 $79.9M
JPMorgan Chase & Co. 0.00% Reduce -48.1% 1,751,097 $78.1M
Nearwater Capital Markets, Ltd 1.34% New 1,770,000 $77.7M
Frontier Capital Management Co. LLC 0.67% New 1,635,587 $71.8M
Alliancebernstein L.P. 0.02% Add +354.4% 1,935,616 $71.6M
Baron Capital (BAMCO) 0.10% Reduce -27.3% 1,569,714 $68.9M
Robeco Institutional Asset Management B.V. 0.08% Reduce -0.8% 1,565,374 $68.7M
Nuveen, LLC 0.02% Add +13.0% 1,513,646 $66.5M
Brown Advisory Inc. 0.10% Reduce -44.5% 1,417,953 $62.3M
Point72 Asset Management 0.10% Reduce -25.1% 1,412,797 $62.0M
Raymond James Financial Inc. 0.02% Add +23.9% 1,367,013 $60.0M
American Capital Management Inc. 2.62% Add +26.4% 1,332,429 $58.5M
Boston Trust Walden Corp 0.44% Add +16.7% 1,310,606 $57.5M
Citadel Advisors 0.03% Reduce -51.9% 1,289,836 $56.6M
TimesSquare Capital Management, LLC 0.81% Reduce -0.1% 1,248,040 $54.8M
Fuller & Thaler Asset Management, Inc. 0.15% New 1,225,311 $53.8M
Stephens Investment Management Group LLC 0.55% Add +6.9% 1,178,107 $51.7M
Keenan Capital, LLC 9.78% Reduce -31.6% 1,126,280 $49.5M
Clearbridge Investments, LLC 0.04% No change 1,030,106 $45.2M
Voya Investment Management LLC 0.04% Reduce -6.7% 1,003,336 $44.1M
BNP Paribas Financial Markets 0.02% Add +57.9% 917,570 $40.3M
Disciplined Growth Investors Inc. 0.68% Add +37.9% 908,550 $39.9M
Allianz Asset Management GmbH 0.03% Add +25.6% 825,779 $36.3M
Russell Investments Group, Ltd. 0.03% Add +58.1% 808,204 $35.5M
Allspring Global Investments Holdings, LLC 0.05% Reduce -38.5% 772,715 $35.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -8.4% 791,730 $34.8M
Ariel Investments 0.35% New 788,488 $34.6M
Federated Hermes, Inc. 0.05% Reduce -70.2% 766,343 $33.7M
Freestone Grove Partners LP 0.22% Reduce -72.9% 763,860 $33.5M
Rhumbline Advisers 0.03% Reduce -7.4% 755,862 $33.2M
Renaissance Group LLC 1.31% Add +3.8% 732,106 $32.1M
Worldquant Millennium Advisors LLC 0.11% Reduce -68.3% 726,251 $31.9M
ANTIPODES PARTNERS Ltd 0.58% New 720,414 $31.6M
Principal Financial Group Inc. 0.02% Reduce -2.1% 712,023 $31.3M
Schroder Investment Management Group 0.02% Add +49.0% 702,446 $30.8M
Susquehanna Fundamental Investments, LLC 0.53% Add +41.6% 636,586 $28.0M
Torque Asset Management LLC 11.18% Add +8.0% 629,074 $27.6M
Algert Global LLC 0.33% Reduce -23.1% 626,134 $27.5M
CANADA LIFE ASSURANCE Co 0.04% Add +3.5% 623,171 $27.4M
GFS Advisors, LLC 2.85% New 79 $26.7M
Invesco Ltd. 0.00% Reduce -25.8% 588,109 $25.8M
Glenmede Trust Co. NA 0.11% Reduce -0.5% 573,118 $25.2M
Handelsbanken Fonder AB 0.07% Reduce -57.5% 556,716 $24.4M
Capital Fund Management S.A. 0.18% Add +2.2% 556,629 $24.4M
Swiss National Bank 0.01% Reduce -7.2% 553,701 $24.3M
California Public Employees Retirement System 0.01% Reduce -20.8% 518,030 $22.7M
Schonfeld Strategic Advisors LLC 0.12% Add +16.7% 517,236 $22.7M
Legal & General Group Plc 0.00% Reduce -15.5% 475,846 $20.9M
Verition Fund Management LLC 0.16% Add +155.2% 468,723 $20.6M
Squarepoint Ops LLC 0.04% Reduce -80.7% 462,795 $20.3M
Pacer Advisors, Inc. 0.05% Add +0.7% 459,748 $20.2M
Los Angeles Capital Management LLC 0.07% Add +32999.7% 445,191 $19.5M
Meridiem Capital Partners LP 0.87% Add +152.3% 433,110 $19.0M
HRT Financial LP 0.03% Add +306.6% 422,414 $18.5M
Davidson Investment Advisors 0.75% Reduce -4.9% 417,440 $18.3M
Citigroup Inc. 0.01% Add +82.0% 404,764 $17.8M
Retirement Systems of Alabama 0.05% Reduce -13.8% 379,301 $16.7M
Advent International, L.P. 0.09% Reduce -43.4% 377,751 $16.6M
Corient Private Wealth LP 0.02% Reduce -12.9% 373,226 $16.4M
Envestnet Asset Management Inc. 0.00% Reduce -23.9% 372,846 $16.4M
Bridgewater Associates 0.07% Add +126.5% 368,920 $16.2M
Engineers Gate Manager LP 0.21% Add +709.8% 365,333 $16.0M
Norges Bank 0.00% — 358,003 $15.7M
Trexquant Investment LP 0.10% Add +50.2% 353,871 $15.5M
Oribel Capital Management, LP 1.28% New 351,400 $15.4M
Nomura Asset Management International Inc. 0.02% Add +9.0% 341,970 $15.0M
Gotham Asset Management 0.03% Reduce -16.6% 324,002 $14.2M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +2281.7% 322,976 $14.2M
California State Teachers Retirement System 0.01% Reduce -10.6% 317,736 $14.0M
T. Rowe Price Associates Inc. 0.00% Reduce -67.4% 298,417 $13.1M
Public Employees Retirement Association of Colorado 0.04% No change 290,275 $12.7M
Cypress Point Investment Management LP 2.30% Reduce -5.1% 289,001 $12.7M
Tudor Investment Corporation 0.05% New 286,301 $12.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +227.0% 282,408 $12.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +2.2% 281,379 $12.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +44.7% 280,236 $12.3M
ArrowMark Colorado Holdings LLC 0.51% Reduce -71.7% 278,092 $12.2M
Mariner, LLC 0.01% Add +247.3% 265,721 $11.7M
Man Group plc 0.02% Reduce -2.3% 255,340 $11.2M
Defiance ETFs, LLC 0.15% Reduce -2.6% 241,576 $11.0M
Nicholas Company, Inc. 0.20% Add +10.3% 249,404 $11.0M
Canada Pension Plan Investment Board 0.01% Reduce -52.8% 242,700 $10.7M
Penserra Capital Management LLC 0.08% Reduce -2.6% 241,576 $10.6M
State Board of Administration of Florida Retirement System 0.02% Reduce -1.6% 236,370 $10.4M
Monimus Capital Management, LP 2.60% Add +35.8% 232,883 $10.2M
Acadian Asset Management LLC 0.01% New 229,638 $10.1M
Qube Research & Technologies Ltd 0.01% Reduce -89.0% 223,990 $9.8M
HSBC Holdings PLC 0.00% Add +160.2% 222,001 $9.7M
UniSuper Management Pty Ltd 0.05% Reduce -3.7% 215,990 $9.5M
Ruffer LLP 0.33% Add +87.1% 211,477 $9.3M
Sei Investments Co. 0.01% Add +15.7% 200,993 $8.8M
Graham Capital Management, L.P. 0.33% Add +11.9% 197,000 $8.7M
Lazard Asset Management LLC 0.01% Reduce -24.1% 183,949 $8.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -10.7% 180,573 $7.9M
Fifth Third Bancorp 0.01% Add +131.3% 179,510 $7.9M
New York State Teachers Retirement System 0.01% Add +5.4% 178,000 $7.8M
APG Asset Management N.V. 0.02% Add +5.0% 201,611 $7.7M
State of Wisconsin Investment Board 0.02% Reduce -23.8% 169,838 $7.5M
Susquehanna International Group, LLP 0.01% Reduce -43.7% 169,246 $7.4M
Blair William & Co. 0.02% Reduce -13.0% 167,281 $7.3M
Mackenzie Financial Corp. 0.01% Reduce -10.9% 166,886 $7.3M
Creative Planning 0.00% Add +19.9% 165,494 $7.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +103.5% 157,967 $6.9M
Wells Fargo & Company 0.00% Add +16.8% 156,938 $6.9M
Siren, L.L.C. 0.14% Add +3.3% 155,000 $6.8M
FMR LLC 0.00% Reduce -56.4% 150,189 $6.6M
Guggenheim Capital LLC 0.04% Reduce -4.9% 150,120 $6.6M
Victory Capital Management Inc. 0.00% Reduce -38.5% 144,223 $6.3M
MetLife Investment Management, LLC 0.03% Reduce -10.0% 143,943 $6.3M
New York State Common Retirement Fund 0.01% Reduce -3.2% 143,097 $6.3M
Trillium Asset Management, LLC 0.19% Add +11.7% 140,716 $6.2M
Amalgamated Bank 0.04% Reduce -6.2% 133,770 $5.9M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.8% 133,581 $5.9M
Jump Financial, LLC 0.06% Add +552.8% 131,659 $5.8M
Globeflex Capital L P 0.73% Reduce -0.5% 130,206 $5.7M
State of Tennessee, Department of Treasury 0.02% Reduce -1.8% 129,684 $5.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Add +14.5% 126,470 $5.6M
Treasurer of the State of North Carolina 0.01% Add +0.3% 126,084 $5.5M
Curi Capital, LLC 0.08% Add +4.5% 123,551 $5.4M
CastleKnight Management LP 0.19% No change 120,100 $5.3M
Focus Partners Wealth 0.01% Add +27.9% 117,731 $5.2M
Walter Public Investments Inc. 1.24% Add +144.3% 117,096 $5.1M
Pinnacle Financial Partners, Inc. 0.04% Add +2.0% 116,873 $5.1M
Slow Capital, Inc. 0.59% Add +7.2% 115,946 $5.1M
Mercer Global Advisors Inc. 0.01% Add +132.6% 115,833 $5.1M
Vanguard Global Advisers, LLC 0.00% Reduce -6.5% 113,849 $5.0M
Candriam S.C.A. 0.02% No change 112,517 $4.9M
Royal Bank of Canada 0.00% Reduce -62.2% 110,217 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -4.3% 109,415 $4.8M
Prudential Financial Inc. 0.01% Reduce -44.1% 109,410 $4.8M
Pinebridge Investments LLC 0.04% Add +3.2% 107,282 $4.7M
Brevan Howard Capital Management LP 0.07% Add +32.6% 106,573 $4.7M
Holocene Advisors, LP 0.01% Add +448.7% 101,756 $4.5M
Sequoia Financial Advisors, LLC 0.02% Add +25.2% 100,563 $4.4M
Vestcor Inc 0.11% No change 100,000 $4.4M
Weiss Asset Management LP 0.07% New 99,684 $4.4M
Ameritas Investment Partners, Inc. 0.12% Add +12.7% 99,422 $4.4M
IMC-Chicago, LLC 0.04% New 97,151 $4.3M
LPL Financial LLC 0.00% Reduce -32.7% 94,711 $4.2M
Raiffeisen Bank International AG 0.05% Add +22.6% 92,641 $4.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -71.3% 92,123 $4.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.7% 91,138 $4.0M
Cerity Partners LLC 0.00% Add +334.4% 87,829 $3.9M
Johnson Investment Counsel Inc. 0.03% Reduce -21.7% 86,946 $3.8M
Louisiana State Employees Retirement System 0.06% Reduce -0.3% 86,200 $3.8M
Public Employees Retirement System of Ohio 0.01% Reduce -1.1% 85,267 $3.7M
Crestwood Capital Management, L.P. 2.38% Add +89.3% 82,898 $3.6M
New Age Alpha Advisors, LLC 0.15% Reduce -2.0% 82,169 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -6.8% 82,008 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +190.8% 86,789 $3.5M
Keybank National Association 0.01% Reduce -64.5% 79,382 $3.5M
Covea Finance 0.11% No change 78,500 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -0.1% 77,928 $3.4M
Agf Management Ltd. 0.01% New 76,264 $3.3M
Arizona State Retirement System 0.02% Reduce -8.1% 76,124 $3.3M
Natixis Advisors, LLC 0.00% Reduce -89.3% 75,426 $3.3M
Moran Wealth Management, LLC 0.09% Reduce -6.2% 74,448 $3.3M
Vanguard Investments Australia, Ltd. 0.01% Reduce -7.8% 71,027 $3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.6% 70,541 $3.1M
Gateway Investment Advisers LLC 0.03% New 70,116 $3.1M
State of Michigan Retirement System 0.01% Reduce -4.0% 68,900 $3.0M
Sit Investment Associates Inc. 0.06% Reduce -5.8% 68,760 $3.0M
UNIVEST FINANCIAL Corp 0.15% Add +38.4% 67,839 $3.0M
Torray Investment Partners LLC 0.43% Reduce -5.0% 66,492 $2.9M
KLP Kapitalforvaltning As 0.01% No change 66,400 $2.9M
1492 Capital Management LLC 0.86% Reduce -1.7% 66,331 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.8% 66,281 $2.9M
Cetera Investment Advisers 0.00% Reduce -27.9% 66,019 $2.9M
Franklin Resources Inc. 0.00% Reduce -11.0% 65,820 $2.9M
South Dakota Investment Council 0.05% Add +11.5% 65,718 $2.9M
Vident Advisory, LLC 0.02% Add +678.5% 65,109 $2.9M
Tidal Investments LLC 0.01% Add +8.6% 65,002 $2.9M
Bank of Montreal 0.00% Add +0.0% 64,264 $2.8M
Quadrature Capital Ltd 0.02% Reduce -8.4% 64,150 $2.8M
Summit Trail Advisors, LLC 0.03% Reduce -18.9% 63,086 $2.8M
BW Gestao de Investimentos Ltda. 0.07% New 61,809 $2.7M
Commerce Bank 0.01% Reduce -29.6% 61,345 $2.7M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.2% 60,919 $2.7M
New Mexico Educational Retirement Board 0.07% No change 60,870 $2.7M
Horizon Investments, LLC 0.03% Add +1122.8% 60,469 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +172.2% 57,141 $2.5M
Captrust Financial Advisors 0.00% Add +83.0% 55,299 $2.4M
Azzad Asset Management Inc. 0.21% Add +95.3% 53,148 $2.3M
Entropy Technologies, LP 0.09% Reduce -44.5% 52,587 $2.3M
Bridges Investment Management Inc. 0.03% Add +0.4% 52,534 $2.3M
Osaic Holdings, Inc. 0.00% Reduce -84.7% 50,613 $2.2M
Benjamin Edwards Inc. 0.02% Add +15.9% 50,585 $2.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.30% No change 50,000 $2.2M
Moneta Group Investment Advisors LLC 0.02% Reduce -11.7% 49,488 $2.2M
Nomura Asset Management Co. Ltd. 0.00% Add +17.9% 48,870 $2.1M
National Bank of Canada 0.00% Add +719.8% 48,016 $2.1M
Elo Mutual Pension Insurance Co 0.03% Reduce -52.6% 47,907 $2.1M
Twin Tree Management, LP 0.32% Add +75.6% 47,256 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -15.1% 47,025 $2.1M
Utah Retirement Systems 0.02% Reduce -5.5% 45,018 $2.0M
Xponance LLC 0.01% Reduce -34.8% 44,514 $2.0M
MML Investors Services, LLC 0.00% Reduce -7.8% 43,028 $1.9M
Ieq Capital, LLC 0.01% New 42,818 $1.9M
Kerrisdale Advisers, LLC 0.46% Add +76.3% 42,205 $1.9M
Ensign Peak Advisors, Inc 0.00% Reduce -1.1% 42,007 $1.8M
TD Asset Management Inc 0.00% Add +169.2% 42,000 $1.8M
Daiwa Securities Group Inc. 0.00% Add +8.0% 41,102 $1.8M
New York Life Investment Management LLC 0.01% Add +5.1% 40,457 $1.8M
Long Focus Capital Management, LLC 0.07% New 40,398 $1.8M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.08% No change 38,875 $1.7M
Boothbay Fund Management, LLC 0.03% New 38,736 $1.7M
Teacher Retirement System of Texas 0.00% Add +20.9% 38,635 $1.7M
First National Bank of Omaha 0.05% Reduce -2.0% 37,694 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -4.0% 36,477 $1.6M
Quadrant Capital Group LLC 0.04% Add +302.5% 35,981 $1.6M
Rothschild Investment LLC 0.06% Add +1297.0% 35,483 $1.6M
Geneos Wealth Management Inc. 0.03% Add +6567.6% 35,338 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +9.6% 34,509 $1.5M
Ethic Inc. 0.02% Add +41.0% 34,486 $1.5M
Magnetar Financial LLC 0.02% Reduce -24.3% 34,078 $1.5M
Chicago Partners Investment Group LLC 0.03% Add +125.7% 36,807 $1.5M
Evergreen Capital Management LLC 0.03% Reduce -11.3% 34,000 $1.5M
Gradient Investments LLC 0.02% Add +0.6% 33,407 $1.5M
L. Roy Papp & Associates, LLP 0.15% Reduce -6.8% 32,046 $1.4M
Havemeyer Place LP 0.14% Reduce -1.7% 31,513 $1.4M
NewEdge Advisors, LLC 0.00% Add +116.5% 31,127 $1.4M
Jones Financial Companies LLLP 0.00% Reduce -95.2% 31,460 $1.4M
Pathstone Holdings, LLC 0.00% Reduce -8.7% 30,569 $1.3M
Rosenblum Silverman Sutton S F Inc. 0.32% Reduce -39.4% 30,247 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -24.1% 29,474 $1.3M
Prospera Financial Services Inc 0.02% Add +42.1% 29,386 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -61.3% 29,330 $1.3M
Intech Investment Management LLC 0.01% Add +139.9% 29,192 $1.3M
Caprock Group, LLC 0.02% Reduce -44.1% 29,021 $1.3M
Susquehanna Portfolio Strategies, LLC 0.02% New 28,609 $1.3M
Vise Technologies, Inc. 0.01% Add +475.1% 28,364 $1.2M
Bleakley Financial Group, LLC 0.02% New 27,518 $1.2M
XTX Topco Ltd 0.02% Reduce -84.8% 27,461 $1.2M
TT International Asset Management LTD 0.15% Reduce -1.3% 27,209 $1.2M
DekaBank Deutsche Girozentrale 0.00% No change 31,729 $1.2M
&partners 0.00% Add +38.2% 26,925 $1.2M
Y.D. More Investments Ltd 0.04% Add +9.4% 26,685 $1.2M
Arax Advisory Partners 0.01% Add +920.6% 26,108 $1.1M
Bank Pictet & Cie (Europe) AG 0.02% New 25,378 $1.1M
Fox Run Management, L.L.C. 0.18% Add +29.3% 25,341 $1.1M
Crossmark Global Holdings, Inc. 0.01% Add +4.8% 24,984 $1.1M
Machina Capital S.A.S. 0.17% New 24,839 $1.1M
Parallel Advisors, LLC 0.02% Reduce -4.8% 24,735 $1.1M
Swiss Life Asset Management Ltd 0.00% Reduce -26.1% 24,395 $1.1M
US Bancorp \de 0.00% Add +10.0% 23,816 $1.0M
QRG Capital Management, Inc. 0.01% Add +13.8% 23,178 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -1.1% 21,729 $965K
Aster Capital Management (DIFC) Ltd 0.20% Add +3269.0% 21,865 $960K
Lecap Asset Management Ltd. 0.41% Add +82.4% 21,842 $959K
Van Berkom & Associates Inc. 0.03% Reduce -38.2% 21,655 $951K
Tributary Capital Management, LLC 0.08% Add +18.1% 21,079 $926K
Pier Capital, LLC 0.12% Reduce -10.5% 20,608 $905K
Walleye Trading LLC 0.01% Add +6.0% 20,560 $903K
Malaga Cove Capital, LLC 0.29% Reduce -11.8% 20,465 $899K
Procyon Advisors, LLC 0.04% Add +0.1% 20,234 $888K
Tower Research Capital LLC (TRC) 0.02% Add +112.0% 20,233 $888K
Resona Asset Management Co.,Ltd. 0.00% Add +3.8% 19,986 $878K
Principal Securities, Inc. 0.01% Reduce -15.2% 19,849 $872K
Private Capital Management, LLC 0.08% No change 19,390 $851K
MAI Capital Management 0.00% Add +163.5% 18,673 $820K
Dakota Wealth Management 0.02% New 18,409 $808K
Syon Capital LLC 0.03% Reduce -14.4% 17,886 $785K
Stifel Financial Corp. 0.00% Add +7.1% 17,863 $784K
Atria Investments, Inc 0.01% Reduce -40.0% 17,792 $781K
M&T Bank Corp 0.00% Add +18.9% 17,583 $773K
ProShare Advisors LLC 0.00% Reduce -10.6% 17,339 $761K
Capstone Investment Advisors, LLC 0.01% Reduce -41.9% 17,314 $760K
Maryland State Retirement & Pension System 0.01% Add +17.9% 17,146 $753K
Advisors Asset Management, Inc. 0.01% Add +29.6% 17,086 $750K
Perigon Wealth Management, LLC 0.01% Add +1.9% 17,025 $748K
Kera Capital Partners, Inc. 0.07% Add +12.9% 16,980 $746K
Alps Advisors Inc. 0.00% Reduce -8.5% 16,941 $744K
EntryPoint Capital, LLC 0.18% New 16,937 $744K
Axq Capital, LP 0.08% Reduce -75.6% 16,269 $714K
Inspire Investing, LLC 0.03% New 16,261 $714K
Storebrand Asset Management As 0.00% Reduce -6.8% 16,022 $704K
Vinva Investment Management Ltd 0.00% Reduce -42.3% 10,885 $700K
Brighton Jones LLC 0.01% New 15,861 $696K
Baker Avenue Asset Management, LP 0.01% Add +20.1% 15,764 $692K
Merit Financial Group, LLC 0.00% Add +182.1% 15,533 $682K
Lido Advisors, LLC 0.00% New 15,449 $678K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -13.0% 15,354 $674K
Truist Financial Corp. 0.00% Reduce -7.6% 15,221 $668K
Two Sigma Securities, LLC 0.06% New 15,102 $663K
Violich Capital Management, Inc. 0.07% No change 15,000 $659K
DNB Asset Management AS 0.00% Reduce -12.0% 14,994 $658K
Johnson Financial Group, Inc. 0.02% Add +40.6% 14,990 $658K
Janney Montgomery Scott LLC 0.00% New 14,951 $656K
Rockefeller Capital Management L.P. 0.00% Reduce -1.1% 14,814 $650K
HighTower Advisors, LLC 0.00% Reduce -32.7% 14,688 $645K
Virtus Advisers, LLC 0.24% New 14,201 $624K
Allstate Corp. 0.01% Reduce -82.6% 13,827 $607K
Burney Co./ 0.02% Add +44.2% 13,805 $606K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -70.3% 13,362 $587K
Cooper Financial Group 0.05% Reduce -6.9% 13,175 $579K
HB Wealth Management, LLC 0.00% New 13,026 $572K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.16% Add +134.2% 13,000 $571K
Concurrent Investment Advisors, LLC 0.00% Add +0.3% 12,916 $567K
Provident Investment Management, Inc. 0.05% No change 12,475 $548K
Sowell Financial Services LLC 0.02% Add +29.4% 12,245 $538K
Proficio Capital Partners LLC 0.02% New 12,197 $536K
Meeder Advisory Services, Inc. 0.02% Add +6.1% 12,184 $535K
Blue Trust, Inc. 0.01% Add +15.7% 12,007 $527K
Aaron Wealth Advisors LLC 0.03% New 11,831 $519K
LMR Partners LLP 0.00% Reduce -60.9% 11,787 $518K
Mach-1 Financial Group, LLC 0.20% Reduce -26.4% 11,755 $516K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 11,500 $505K
Versant Capital Management, Inc 0.04% Add +9.3% 11,379 $500K
Nykredit A/S 0.00% — 11,126 $489K
Certuity, LLC 0.02% Add +29.4% 11,025 $484K
Zions Bancorporation, National Association 0.03% Reduce -48.6% 10,985 $482K
GAMMA Investing LLC 0.02% Add +13.3% 10,975 $482K
Advisory Services Network, LLC 0.01% Add +0.9% 10,517 $462K
Allworth Financial LP 0.00% Add +99.9% 10,442 $459K
Cresset Asset Management, LLC 0.00% Reduce -1.9% 10,422 $458K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -86.3% 10,355 $455K
Sivia Capital Partners, LLC 0.05% New 10,225 $449K
R Squared Ltd 0.23% Reduce -45.4% 10,183 $447K
First National Advisers, LLC 0.06% Add +5.3% 10,120 $444K
A&I Financial Services, LLC 0.19% No change 10,067 $442K
Mattson Financial Services, LLC 0.09% Add +17.0% 9,838 $441K
Sanctuary Advisors, LLC 0.00% Add +14.4% 9,986 $438K
D.A. Davidson & Co. 0.00% Add +1.9% 9,808 $431K
Bank of Nova Scotia 0.00% New 9,776 $429K
Shelton Capital Management 0.01% Reduce -3.1% 9,745 $428K
Frec Markets, Inc. 0.04% New 9,723 $427K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -22.6% 9,686 $425K
B. Metzler seel. Sohn & Co. AG 0.00% No change 9,587 $421K
Citizens Financial Group Inc. 0.01% New 9,562 $420K
Avior Wealth Management, LLC 0.01% Reduce -0.0% 9,517 $418K
AlphaGrep UK Ltd 0.13% Add +46.9% 9,482 $416K
CIBC Asset Management Inc 0.00% No change 9,320 $409K
Cache Advisors, LLC 0.03% No change 9,304 $409K
HUB Investment Partners, LLC 0.01% Reduce -21.6% 9,203 $404K
Commonwealth Equity Services, LLC 0.00% Reduce -19.1% 9,140 $401K
BCS Private Wealth Management, Inc. 0.12% New 9,135 $401K
Knollwood Investment Advisory, LLC 0.04% No change 9,088 $399K
KBC Group NV 0.00% Reduce -18.3% 9,078 $399K
F/m Investments LLC 0.02% No change 9,074 $398K
Simplex Trading, LLC 0.01% New 8,993 $395K
Arkadios Wealth Advisors 0.01% Add +0.2% 8,914 $391K
Krilogy Financial LLC 0.01% New 8,829 $388K
Crestwood Advisors Group, LLC 0.01% Add +2.5% 8,789 $386K
North Dakota State Investment Board 0.02% Add +1.7% 8,733 $383K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.0% 8,685 $381K
Diversified Trust Co. 0.01% New 8,670 $381K
Fortitude Advisory Group L.L.C. 0.15% New 8,650 $380K
United Capital Financial Advisors, LLC 0.00% Reduce -58.7% 8,617 $378K
Caxton Associates LLP 0.01% Add +18.1% 8,615 $378K
Signaturefd, LLC 0.01% Reduce -12.2% 8,571 $376K
Linden Thomas Advisory Services, LLC 0.03% Reduce -0.9% 8,567 $376K
Intesa Sanpaolo S.p.A. 0.01% New 8,500 $373K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +39.0% 8,450 $371K
Venturi Wealth Management, LLC 0.01% New 8,038 $353K
Pallas Capital Advisors LLC 0.01% New 7,986 $351K
NewEdge Wealth, LLC 0.00% Reduce -85.7% 7,912 $347K
DRW Securities, LLC 0.02% Reduce -25.2% 7,886 $346K
Jackson Thornton Wealth Management, LLC 0.03% New 7,808 $343K
Sterling Capital Management LLC 0.01% Add +266.3% 7,677 $337K
O'shaughnessy Asset Management, LLC 0.00% Reduce -38.9% 7,670 $337K
Leonteq Securities AG 0.02% Add +204.6% 7,639 $335K
Sciencast Management LP 0.07% New 7,600 $334K
Bull Harbor Capital LLC 0.06% New 7,436 $327K
Choreo, LLC 0.00% Add +23.1% 7,377 $324K
Westerkirk Capital Inc. 0.03% No change 7,330 $322K
Focus Partners Advisor Solutions, LLC 0.00% New 7,302 $321K
Compound Planning, Inc. 0.01% Add +2.7% 7,271 $319K
Dark Forest Capital Management LP 0.02% New 7,266 $319K
AlphaCore Capital LLC 0.01% New 7,010 $308K
StoneX Group Inc. 0.01% Reduce -35.7% 6,976 $306K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 6,881 $302K
Mirabella Financial Services LLP 0.03% Reduce -2.5% 6,833 $300K
Loomis Sayles & Co. L P 0.00% No change 6,822 $300K
Caerus Investment Advisors, LLC 0.10% New 6,692 $294K
Profund Advisors LLC 0.01% Reduce -10.3% 6,691 $294K
Westpac Banking Corp. 0.02% Reduce -1.8% 6,672 $293K
Integrated Wealth Concepts LLC 0.00% New 6,658 $292K
Waddell & Associates, LLC 0.01% New 6,593 $289K
Inscription Capital, LLC 0.03% Reduce -66.9% 6,497 $285K
Western Wealth Management, LLC 0.01% New 6,458 $284K
Park Avenue Securities LLC 0.00% Add +3.4% 6,452 $283K
Hudson Bay Capital Management LP 0.00% New 6,360 $279K
Catalyst Funds Management Pty Ltd 0.02% Reduce -91.2% 6,301 $277K
STRS Ohio 0.00% Reduce -11.1% 6,241 $274K
Wedbush Securities Inc. 0.01% Reduce -3.3% 6,232 $274K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.5% 6,114 $268K
Apollon Wealth Management, LLC 0.00% New 6,103 $268K
NorthCrest Asset Manangement, LLC 0.01% New 5,735 $259K
Exchange Traded Concepts, LLC 0.00% Add +18.5% 5,853 $257K
Retirement Guys Formula LLC 0.10% Add +0.7% 5,785 $254K
Waverly Advisors, LLC 0.00% New 5,644 $248K
Banque Pictet & Cie SA 0.00% No change 5,631 $247K
LRT Capital Management, LLC 0.16% New 5,543 $243K
Angeles Wealth Management, LLC 0.01% Reduce -0.3% 5,527 $243K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% New 5,498 $241K
AMG National Trust Bank 0.00% Reduce -88.2% 5,478 $241K
Centiva Capital, LP 0.01% New 5,372 $236K
Rothschild Wealth LLC 0.02% New 5,355 $235K
State of Wyoming 0.02% Add +43.4% 5,270 $231K
Bartlett & Co. Wealth Management LLC 0.00% New 5,239 $230K
Capstone Wealth Management, LLC 0.10% New 5,104 $224K
Claret Asset Management Corp 0.02% New 5,100 $224K
BBR Partners, LLC 0.01% New 5,000 $220K
Optas, LLC 0.03% New 4,932 $217K
Parcion Private Wealth LLC 0.01% New 4,901 $215K
Daymark Wealth Partners, LLC 0.01% New 4,796 $211K
Interchange Capital Partners, LLC 0.04% New 4,766 $209K
Cornerstone Wealth Group, LLC 0.01% New 4,753 $209K
Summit Creek Advisors LLC 0.07% Reduce -20.0% 4,722 $207K
Coldstream Capital Management Inc. 0.00% New 4,710 $207K
Fred Alger Management, LLC 0.00% Reduce -22.1% 4,661 $205K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -91.5% 4,655 $204K
Rafferty Asset Management, LLC 0.00% New 4,643 $204K
Pension & Wealth Management Advisors, Inc. 0.05% Reduce -36.7% 4,565 $200K
Assetmark, Inc. 0.00% Reduce -59.4% 4,304 $189K
Archer Investment Corp 0.03% No change 4,105 $180K
Natixis 0.00% Add +48.1% 3,945 $173K
Quent Capital, LLC 0.01% Reduce -6.9% 3,776 $166K
Farther Finance Advisors, LLC 0.00% Add +19.3% 3,760 $165K
Nisa Investment Advisors, LLC 0.00% Add +523.9% 3,675 $161K
UMB Bank, n.a. 0.00% Reduce -1.4% 3,546 $156K
Walleye Capital LLC 0.00% Reduce -76.2% 3,380 $148K
Eurizon Capital SGR S.p.A. 0.00% Reduce -75.3% 3,209 $142K
Employees Retirement System of Texas 0.00% No change 3,130 $137K
TD Private Client Wealth LLC 0.00% Add +57.0% 3,117 $137K
EverSource Wealth Advisors, LLC 0.00% Add +101.3% 3,044 $134K
Bayforest Capital Ltd 0.11% Add +86.4% 2,822 $124K
Reyes Financial Architecture, Inc. 0.07% Add +49.9% 2,739 $120K
True Wealth Design, LLC 0.03% Add +92.1% 2,647 $116K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% No change 2,496 $110K
Transamerica Financial Advisors, LLC 0.01% Reduce -97.1% 2,391 $105K
Harbor Investment Advisory, LLC 0.01% Add +2212.0% 2,312 $102K
Hartree Partners, LP 0.02% New 2,000 $88K
Covestor Ltd 0.05% Reduce -35.9% 1,947 $86K
Essential Partners LLC 0.04% Add +18980.0% 1,908 $84K
Larson Financial Group LLC 0.00% Reduce -18.6% 1,856 $81K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.9% 1,822 $80K
Clearstead Advisors, LLC 0.00% Add +1328.8% 1,786 $78K
SBI Securities Co., Ltd. 0.00% Reduce -12.4% 1,759 $77K
Quantbot Technologies LP 0.00% Reduce -95.8% 1,672 $73K
Bessemer Group Inc. 0.00% Add +5.7% 1,645 $72K
Wilmington Savings Fund Society, FSB 0.00% No change 1,500 $66K
Banque Cantonale Vaudoise 0.00% No change 1,423 $62K
Global Retirement Partners, LLC 0.00% — 1,328 $58K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.4% 1,251 $55K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.3% 1,202 $53K
Huntington National Bank 0.00% Reduce -17.6% 1,123 $49K
Smartleaf Asset Management LLC 0.00% No change 985 $44K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -96.3% 983 $43K
SJS Investment Consulting Inc. 0.00% Reduce -43.1% 844 $37K
Salomon & Ludwin, LLC 0.00% No change 785 $36K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 787 $35K
Signature Equity Partners, LLC 0.02% Reduce -2.2% 765 $34K
CX Institutional 0.00% Add +1119.0% 707 $31K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -12.4% 698 $31K
Elevation Wealth Partners, LLC 0.01% Add +10.5% 674 $30K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.5% 672 $30K
Truvestments Capital LLC 0.00% Reduce -23.8% 641 $28K
Summit Securities Group LLC 0.01% New 639 $28K
Atlantic Union Bankshares Corp 0.00% Add +47.1% 600 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 550 $24K
First Horizon Corp. 0.00% Reduce -0.6% 520 $23K
IFP Advisors, Inc 0.00% Add +102.1% 491 $22K
CoreCap Advisors, LLC 0.00% Add +4.8% 480 $21K
Owl Creek Wealth Partners LLC 0.01% Reduce -55.2% 438 $19K
Westside Investment Management, Inc. 0.00% No change 432 $19K
Cornerstone Planning Group LLC 0.00% Add +26.9% 359 $15K
Fulcrum Asset Management LLP 0.00% No change 298 $13K
Armstrong Advisory Group, Inc. 0.00% No change 300 $13K
Sachetta, LLC 0.01% Add +17.5% 295 $13K
Harbour Investments, Inc. 0.00% Reduce -69.6% 288 $13K
Parkside Financial Bank & Trust 0.00% Reduce -27.4% 267 $12K
Basecamp Wealth Advisors LLC 0.00% Add +174.0% 263 $12K
Farmers & Merchants Investments Inc. 0.00% No change 260 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 250 $11K
Picton Mahoney Asset Management 0.00% Reduce -97.5% 233 $10K
NBH Bank 0.00% — 217 $10K
Rossby Financial, LCC 0.00% Reduce -1.4% 217 $10K
Creative Financial Designs Inc. 0.00% Add +179.7% 207 $9K
Principia Wealth Advisory, LLC 0.00% Add +151.3% 201 $9K
Horizon Financial Services, LLC 0.00% New 200 $9K
Osbon Capital Management LLC 0.01% No change 187 $8K
Marquette Asset Management, LLC 0.00% Reduce -54.8% 185 $8K
Whittier Trust Co. of Nevada Inc. 0.00% No change 179 $8K
Physician Wealth Advisors, Inc. 0.00% Reduce -15.4% 181 $8K
Bogart Wealth, LLC 0.00% Add +266.7% 176 $8K
Wealth Enhancement Trust Services, Inc. 0.00% New 168 $7K
MJT & Associates Financial Advisory Group, Inc. 0.00% Add +86.5% 166 $7K
LRI Investments, LLC 0.00% Add +1.2% 164 $7K
Bell Investment Advisors, Inc 0.00% Reduce -21.4% 162 $7K
North Star Investment Management Corp. 0.00% Add +1130.8% 160 $7K
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.0% 145 $6K
MV Capital Management, Inc. 0.00% Reduce -3.5% 137 $6K
Bare Financial Services, Inc 0.00% Add +60.0% 136 $6K
Rakuten Securities, Inc. 0.00% Reduce -33.3% 136 $6K
IMA Advisory Services, Inc. 0.00% Add +54.6% 133 $6K
Webster Bank, N. A. 0.00% New 118 $5K
Avion Wealth 0.00% Reduce -32.4% 119 $5K
Tsfg, LLC 0.00% No change 120 $5K
JPL Wealth Management, LLC 0.00% Add +362.5% 111 $5K
Cromwell Holdings LLC 0.00% Add +94.1% 99 $4K
Key Financial Inc 0.00% No change 99 $4K
MCF Advisors LLC 0.00% New 96 $4K
CVA Family Office, LLC 0.00% Add +12.2% 92 $4K
Brown Brothers Harriman & Co. 0.00% No change 92 $4K
Bayban 0.00% No change 83 $4K
Retirement Wealth Solutions LLC 0.00% Add +32.8% 81 $4K
Manning & Napier Advisors LLC 0.00% New 77 $3K
Addison Advisors LLC 0.00% Reduce -76.0% 75 $3K
Manchester Capital Management LLC 0.00% Add +41.5% 75 $3K
SouthState Bank Corp 0.00% Reduce -19.6% 74 $3K
SHP Wealth Management 0.00% Reduce -52.9% 74 $3K
Keating Financial Advisory Services, Inc. 0.00% Reduce -16.1% 73 $3K
Activest Wealth Management 0.00% Reduce -63.2% 71 $3K
Sfam, LLC 0.00% No change 66 $3K
Cornerstone Financial Management LLC 0.00% Reduce -17.1% 58 $3K
Planning Strategies Inc. 0.00% — 56 $2K
Kilter Group LLC 0.00% Add +66.7% 55 $2K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +8.0% 54 $2K
Private Wealth Management Group, LLC 0.00% Reduce -7.0% 53 $2K
JNBA Financial Advisors 0.00% No change 53 $2K
High Note Wealth, LLC 0.00% Add +34.2% 51 $2K
GW&K Investment Management, LLC 0.00% New 40 $2K
Rialto Wealth Management, LLC 0.00% Add +55.6% 42 $2K
Kozak & Associates, Inc. 0.00% No change 39 $2K
Fiduciary Financial Advisors 0.00% New 42 $2K
Ares Financial Consulting, LLC 0.00% No change 39 $2K
Prestige Wealth Management Group LLC 0.00% No change 37 $2K
JFS Wealth Advisors, LLC 0.00% Add +2.9% 36 $2K
Golden State Wealth Management, LLC 0.00% No change 35 $2K
Quaker Wealth Management, LLC 0.00% Reduce -24.4% 31 $1K
Dunhill Financial, LLC 0.00% Reduce -18.8% 26 $1K
Hughes Financial Services, LLC 0.00% Add +130.0% 23 $1K
Capital Analysts, LLC 0.00% New 12 $1K
Financial Consulate, Inc. 0.00% No change 21 $923
Fortitude Family Office, LLC 0.00% Add +90.9% 21 $922
Private Trust Co. NA 0.00% New 21 $922
Silver Grove Financial Group, Inc. 0.00% New 19 $834
Cullen/Frost Bankers, Inc. 0.00% No change 19 $834
Quarry LP 0.00% New 18 $790
American Capital Advisory, LLC 0.00% Reduce -5.9% 16 $703
TFC Financial Management, Inc. 0.00% New 15 $659
Breakwater Investment Management 0.00% New 13 $571
Spire Wealth Management 0.00% New 13 $571
Financial Management Professionals, Inc. 0.00% No change 11 $483
AdvisorNet Financial, Inc 0.00% Add +100.0% 8 $351
Motco 0.00% New 7 $307
Cassaday & Co Wealth Management LLC 0.00% No change 6 $264
Medallion Wealth Advisors, LLC 0.00% New 6 $263
IFG Advisory, LLC 0.00% New 6 $263
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $220
Plante Moran Financial Advisors, LLC 0.00% New 5 $220
NFSG Corp 0.00% No change 4 $176
Creative Capital Management Investments LLC 0.00% New 4 $176
IMG Wealth Management, Inc. 0.00% New 3 $132
Seneschal Advisors, LLC 0.00% Reduce -50.0% 2 $88
Crewe Advisors LLC 0.00% No change 2 $88
DecisionPoint Financial, LLC 0.00% Reduce -80.0% 1 $46
Navigoe, LLC 0.00% New 2 $0

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