Forgent Power Solutions Class AFPS
13F holders, Q2 2026 (June 30)370holders +157
206new positions
52sold out
9famous investors
$55.36avg. 13F price*
At the end of Q2 2026, 370 institutions reported holding Forgent Power Solutions Class A (FPS) in their 13F filings, up 157 from Q1 2026. 206 opened new positions and 52 sold out. The largest holders were Coatue Management ($1.1B), FMR LLC ($587.0M) and Jupiter Topco LLC ($472.5M). 9 famous investors held it, including Philippe Laffont (2.4% of Coatue Management's portfolio), George Soros (0.6% of Soros Fund Management's portfolio) and Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio).
- Company
- Forgent Power Solutions Class A
- CUSIP
- 34631F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 206 | $3.0B |
| Exits | 52 | $364.4M |
All 13F filers, Q1 2026 → Q2 2026: 85,710,068 shares bought and 34,395,447 shares sold, net +51,314,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Coatue Management | 2.35% | New | 20,501,387 | $1.1B |
| FMR LLC | 0.03% | Add +22.9% | 10,508,562 | $587.0M |
| Jupiter Topco LLC | 0.19% | — | 8,457,260 | $472.5M |
| Invesco Ltd. | 0.03% | Add +15.9% | 7,144,743 | $399.1M |
| BlackRock, Inc. | 0.01% | Add +30.5% | 6,666,695 | $372.4M |
| Vanguard Capital Management LLC | 0.01% | Add +51.5% | 5,685,919 | $317.6M |
| UBS Group AG | 0.05% | Add +142.7% | 5,641,827 | $315.2M |
| Franklin Resources Inc. | 0.06% | Add +48.4% | 5,155,338 | $288.0M |
| Vanguard Portfolio Management LLC | 0.01% | Add +58.6% | 4,884,628 | $272.9M |
| Jericho Capital Asset Management L.P. | 2.04% | New | 4,429,000 | $247.4M |
| Baron Capital (BAMCO) | 0.34% | Reduce -12.9% | 4,072,575 | $227.5M |
| Value Aligned Research Advisors, LLC | 1.05% | New | 3,158,622 | $176.4M |
| William Blair Investment Management, LLC | 0.42% | New | 2,516,270 | $140.6M |
| Zimmer Partners, LP | 3.00% | Add +16.4% | 2,271,217 | $126.9M |
| Geode Capital Management, LLC | 0.01% | Add +136.1% | 2,244,537 | $125.4M |
| State Street Corp. | 0.00% | Add +448.8% | 2,113,904 | $118.1M |
| BNP Paribas Financial Markets | 0.06% | New | 2,084,601 | $116.4M |
| Granahan Investment Management, LLC | 3.60% | Reduce -12.7% | 1,807,608 | $101.0M |
| Ameriprise Financial Inc. | 0.02% | Add +240.0% | 1,709,803 | $95.4M |
| Renaissance Technologies | 0.13% | New | 1,669,700 | $93.3M |
| Phoenix Financial Ltd. | 0.63% | New | 1,662,217 | $92.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +215.7% | 1,623,779 | $90.7M |
| Stephens Investment Management Group LLC | 0.97% | Add +100.7% | 1,616,102 | $90.3M |
| Alliancebernstein L.P. | 0.03% | Add +40.6% | 3,055,363 | $89.4M |
| Burkehill Global Management, LP | 3.15% | Reduce -11.8% | 1,500,000 | $83.8M |
| Principal Financial Group Inc. | 0.04% | Reduce -21.8% | 1,411,301 | $78.8M |
| Jane Street Group, LLC | 0.05% | Add +130.6% | 1,397,302 | $78.1M |
| Woodline Partners LP | 0.24% | Add +12.5% | 1,385,109 | $77.4M |
| Westfield Capital Management Co. LP | 0.25% | New | 1,370,928 | $76.6M |
| Blackstone Inc. | 0.25% | Add +138.3% | 1,370,000 | $76.5M |
| Driehaus Capital Management LLC | 0.43% | Reduce -3.6% | 1,334,384 | $74.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | Add +80.5% | 1,281,556 | $71.6M |
| Two Sigma Investments, LP | 0.06% | Add +37.5% | 1,257,128 | $70.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.06% | Add +258.8% | 1,247,131 | $69.7M |
| Deutsche Bank AG | 0.02% | Add +20.9% | 1,221,679 | $68.2M |
| Ghisallo Capital Management LLC | 1.60% | Reduce -36.5% | 1,175,000 | $65.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +53.7% | 1,160,552 | $64.8M |
| Yaupon Capital Management LP | 1.86% | Add +150.0% | 1,000,000 | $55.9M |
| Avala Global LP | 2.02% | New | 980,783 | $54.8M |
| Bank of America Corp. | 0.00% | Add +141.0% | 889,864 | $49.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +57.9% | 832,836 | $46.5M |
| Summit Partners Public Asset Management, LLC | 1.20% | Add +17.8% | 825,726 | $46.1M |
| Millennium Management | 0.03% | Reduce -36.9% | 770,318 | $43.0M |
| Citadel Advisors | 0.02% | Reduce -84.1% | 712,784 | $39.8M |
| CloudAlpha Capital Management Limited/Hong Kong | 3.92% | New | 711,329 | $39.7M |
| Sandhill Capital Partners LLC | 3.22% | New | 709,880 | $39.7M |
| Voya Investment Management LLC | 0.04% | New | 706,973 | $39.5M |
| T. Rowe Price Associates Inc. | 0.00% | New | 705,966 | $39.4M |
| Spyglass Capital Management LLC | 2.13% | New | 705,361 | $39.4M |
| Fred Alger Management, LLC | 0.13% | Add +875.8% | 704,882 | $39.4M |
| Morgan Stanley | 0.00% | Add +115.9% | 696,443 | $38.9M |
| Assenagon Asset Management S.A. | 0.05% | New | 683,881 | $38.2M |
| Point72 Asset Management | 0.06% | Reduce -59.0% | 644,618 | $36.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.7% | 650,011 | $36.0M |
| Jain Global LLC | 0.45% | Reduce -58.8% | 630,699 | $35.2M |
| Soros Fund Management | 0.61% | Add +515.6% | 629,106 | $35.1M |
| Raymond James Financial Inc. | 0.01% | Add +139.7% | 627,773 | $35.1M |
| Northern Trust Corp. | 0.00% | Add +224.9% | 600,781 | $33.6M |
| ExodusPoint Capital Management, LP | 0.30% | Reduce -63.9% | 588,339 | $32.9M |
| Wealth High Governance Asset Management Ltda. | 3.44% | New | 579,176 | $32.4M |
| Nuveen, LLC | 0.01% | New | 550,719 | $30.8M |
| Seven Grand Managers, LLC | 1.24% | Add +83.3% | 550,000 | $30.7M |
| Select Equity Group, L.P. | 0.16% | Add +47.8% | 544,263 | $30.4M |
| Cable Car Capital, LP | 0.64% | New | 524,600 | $29.3M |
| Pictet Asset Management Holding SA | 0.03% | Add +10.2% | 519,248 | $29.0M |
| LMR Partners LLP | 0.24% | Reduce -17.4% | 485,000 | $27.1M |
| Science & Technology Partners, L.P. | 4.41% | New | 468,000 | $26.1M |
| Next Century Growth Investors LLC | 1.36% | Add +58.8% | 460,047 | $25.7M |
| WCM Investment Management, LLC | 0.04% | Reduce -28.2% | 448,666 | $24.7M |
| Walleye Capital LLC | 0.13% | Add +243.1% | 432,684 | $24.2M |
| Encompass Capital Advisors LLC | 1.02% | Reduce -78.0% | 424,476 | $23.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 413,941 | $23.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 407,309 | $22.8M |
| Thames Capital Management LLC | 1.83% | New | 398,912 | $22.3M |
| Aperture Investors, LLC | 2.14% | Reduce -54.6% | 360,862 | $20.2M |
| Covalis Capital LLP | 1.11% | Add +7.5% | 350,000 | $19.6M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -36.6% | 345,247 | $19.3M |
| Axiom Investors LLC | 0.17% | New | 343,185 | $19.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +50.6% | 341,678 | $19.1M |
| Victory Capital Management Inc. | 0.01% | Add +116.0% | 335,062 | $18.7M |
| Glynn Capital Management LLC | 5.15% | Reduce -2.0% | 334,753 | $18.7M |
| Goodlander Investment Management, LLC | 5.56% | Reduce -76.1% | 330,000 | $18.4M |
| Mizuho Markets Cayman LP | 0.69% | New | 327,712 | $18.3M |
| Bank of New York Mellon Corp | 0.00% | Add +813.0% | 326,317 | $18.2M |
| BW Gestao de Investimentos Ltda. | 0.43% | Reduce -40.6% | 320,824 | $17.9M |
| Susquehanna International Group, LLP | 0.02% | New | 320,642 | $17.9M |
| Maplelane Capital, LLC | 0.75% | Reduce -71.3% | 320,000 | $17.9M |
| Laurion Capital Management LP | 1.24% | Reduce -58.0% | 293,800 | $16.4M |
| Swiss National Bank | 0.01% | New | 284,700 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +80.2% | 278,126 | $15.5M |
| Federated Hermes, Inc. | 0.02% | New | 276,200 | $15.4M |
| Tudor Investment Corporation | 0.06% | Reduce -14.8% | 261,760 | $14.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -55.2% | 240,607 | $13.4M |
| Cooper Creek Partners Management LLC | 0.56% | New | 239,363 | $13.4M |
| American Century Companies Inc. | 0.01% | Reduce -0.1% | 231,490 | $12.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -81.1% | 228,174 | $12.7M |
| Jump Financial, LLC | 0.12% | New | 224,707 | $12.6M |
| Wealth High Governance Capital Ltda | 3.69% | New | 220,824 | $12.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -1.3% | 218,624 | $12.2M |
| Sei Investments Co. | 0.01% | Add +147.4% | 212,545 | $11.9M |
| Anson Funds Management LP | 1.09% | Add +1030.2% | 207,737 | $11.6M |
| Reaves W H & Co. Inc. | 0.17% | New | 200,000 | $11.2M |
| Norges Bank | 0.00% | — | 200,000 | $11.2M |
| Security National Bank | 1.33% | New | 199,710 | $11.2M |
| Algert Global LLC | 0.13% | New | 196,992 | $11.0M |
| Hel Ved Capital Management Ltd | 1.53% | New | 194,400 | $10.9M |
| Crestwood Capital Management, L.P. | 7.06% | Reduce -31.1% | 192,866 | $10.8M |
| Moore Capital Management, LP | 0.25% | Reduce -74.7% | 186,199 | $10.4M |
| Dilation Capital Management LP | 3.96% | New | 175,875 | $9.8M |
| Gillson Capital LP | 0.55% | Add +315.0% | 166,000 | $9.3M |
| California State Teachers Retirement System | 0.01% | New | 163,746 | $9.1M |
| HRT Financial LP | 0.02% | New | 162,333 | $9.1M |
| Engineers Gate Manager LP | 0.12% | Add +20.3% | 160,961 | $9.0M |
| Nomura Asset Management International Inc. | 0.01% | New | 160,421 | $9.0M |
| PDT Partners, LLC | 0.47% | New | 160,391 | $9.0M |
| Quadrature Capital Ltd | 0.08% | New | 159,886 | $8.9M |
| Barclays PLC | 0.00% | Add +2436.2% | 159,880 | $8.9M |
| Amundi | 0.00% | New | 155,658 | $8.7M |
| Verition Fund Management LLC | 0.06% | Reduce -69.9% | 151,582 | $8.5M |
| Capstone Investment Advisors, LLC | 0.08% | Reduce -50.0% | 150,000 | $8.4M |
| Conestoga Capital Advisors, LLC | 0.18% | New | 148,895 | $8.3M |
| Marshall Wace, LLP | 0.01% | Reduce -77.8% | 143,944 | $8.0M |
| Dnca Finance | 0.40% | Reduce -56.3% | 143,400 | $8.0M |
| Tidal Investments LLC | 0.02% | New | 140,667 | $7.9M |
| Moody National Bank Trust Division | 0.65% | New | 139,809 | $7.8M |
| Mediolanum International Funds Ltd | 0.06% | New | 136,135 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +644.4% | 132,620 | $7.4M |
| G2 Investment Partners Management LLC | 1.32% | New | 129,605 | $7.2M |
| Centiva Capital, LP | 0.24% | New | 128,734 | $7.2M |
| New York State Common Retirement Fund | 0.01% | Add +200.7% | 125,717 | $7.0M |
| Cramer Rosenthal McGlynn LLC | 0.35% | Add +251.5% | 123,967 | $6.9M |
| Holocene Advisors, LP | 0.02% | Reduce -91.6% | 122,946 | $6.9M |
| XTX Topco Ltd | 0.09% | Add +5.1% | 122,886 | $6.9M |
| Rhumbline Advisers | 0.01% | New | 122,491 | $6.8M |
| State of Wisconsin Investment Board | 0.01% | Add +111.5% | 117,391 | $6.6M |
| Kerrisdale Advisers, LLC | 1.63% | New | 116,572 | $6.5M |
| Legal & General Group Plc | 0.00% | Add +515.1% | 116,381 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +292.5% | 112,882 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | New | 111,774 | $6.2M |
| Zweig-DiMenna Associates LLC | 0.55% | New | 109,268 | $6.1M |
| Pier Capital, LLC | 0.81% | New | 109,208 | $6.1M |
| Defiance ETFs, LLC | 0.08% | New | 121,122 | $6.0M |
| Aventail Capital Group, LP | 0.34% | Reduce -61.9% | 106,399 | $5.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | New | 102,691 | $5.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -21.2% | 96,356 | $5.4M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | No change | 96,120 | $5.4M |
| Russell Investments Group, Ltd. | 0.00% | New | 94,151 | $5.3M |
| Capital Fund Management S.A. | 0.04% | New | 90,763 | $5.1M |
| Interval Partners, LP | 0.16% | Reduce -70.0% | 89,818 | $5.0M |
| Brooklands Fund Management Ltd | 3.99% | Add +64.8% | 108,812 | $4.9M |
| First Trust Advisors LP | 0.00% | New | 86,436 | $4.8M |
| Shikiar Asset Management Inc. | 1.34% | New | 86,290 | $4.8M |
| Boothbay Fund Management, LLC | 0.09% | Reduce -67.4% | 86,148 | $4.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 79,200 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | New | 78,118 | $4.4M |
| FirstWave Capital Management LLC | 1.91% | New | 77,617 | $4.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -70.6% | 77,408 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +666.0% | 73,240 | $4.1M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 71,173 | $4.0M |
| Melqart Asset Management (UK) Ltd | 0.35% | New | 65,574 | $3.7M |
| Renaissance Capital LLC | 2.01% | Add +69.5% | 65,171 | $3.6M |
| Resolute Capital Asset Partners LLC | 1.55% | Add +39.5% | 65,000 | $3.6M |
| Pentwater Capital Management LP | 0.03% | Reduce -59.4% | 65,000 | $3.6M |
| Tribune Investment Group LP | 2.44% | New | 64,700 | $3.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 60,116 | $3.4M |
| TCW Group Inc. | 0.02% | Reduce -87.7% | 58,865 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | New | 57,732 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | New | 57,482 | $3.2M |
| Emerald Investment Advisers, LLC | 0.21% | New | 57,062 | $3.2M |
| ABN AMRO Bank N.V. | 0.04% | Reduce -35.4% | 56,850 | $3.2M |
| Aire Advisors, LLC | 0.50% | Add +57.1% | 55,000 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | New | 54,420 | $3.0M |
| Polen Capital Management LLC | 0.02% | New | 50,328 | $2.8M |
| Capricorn Fund Managers Ltd | 0.22% | New | 49,657 | $2.8M |
| Vanguard Global Advisers, LLC | 0.00% | Add +42.1% | 49,217 | $2.7M |
| LPL Financial LLC | 0.00% | Add +191.2% | 47,786 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 45,439 | $2.5M |
| Rithm Capital Corp. | 3.52% | No change | 45,000 | $2.5M |
| Credit Agricole S A | 0.01% | New | 45,000 | $2.5M |
| Entropy Technologies, LP | 0.10% | New | 44,073 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +73696.3% | 39,850 | $2.2M |
| Arizona State Retirement System | 0.01% | New | 39,144 | $2.2M |
| WINTON GROUP Ltd | 0.07% | New | 37,500 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | New | 36,421 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | New | 36,379 | $2.0M |
| Altshuler Shaham Ltd | 0.02% | New | 35,541 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3403.9% | 35,460 | $2.0M |
| Virtu Financial LLC | 0.06% | New | 34,722 | $1.9M |
| Abn Amro Investment Solutions | 0.02% | New | 34,082 | $1.9M |
| Scholtz & Company, LLC | 0.95% | New | 33,869 | $1.9M |
| Shay Capital LLC | 0.20% | Reduce -81.0% | 32,860 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +331.4% | 32,379 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | New | 32,100 | $1.8M |
| DNB Asset Management AS | 0.00% | Reduce -83.5% | 31,537 | $1.8M |
| Formula Growth Ltd. | 0.60% | Reduce -63.4% | 30,335 | $1.7M |
| KLCM Advisors, Inc. | 0.13% | No change | 30,000 | $1.7M |
| Alps Advisors Inc. | 0.01% | New | 29,255 | $1.6M |
| IMC-Chicago, LLC | 0.01% | New | 28,554 | $1.6M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 28,200 | $1.6M |
| Steadfast Capital Management LP | 0.05% | New | 27,000 | $1.5M |
| Pinnbrook Capital Management LP | 0.25% | New | 26,900 | $1.5M |
| D.A. Davidson & Co. | 0.01% | New | 26,615 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +156.6% | 25,793 | $1.4M |
| Trek Financial, LLC | 0.07% | New | 25,030 | $1.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 24,685 | $1.4M |
| Galaxy Digital Capital Management GP LLC | 0.81% | New | 24,130 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +48.5% | 24,388 | $1.3M |
| Symmetry Investments LP | 0.15% | Reduce -57.5% | 23,800 | $1.3M |
| Caitong International Asset Management Co., Ltd | 0.18% | Reduce -66.7% | 23,684 | $1.3M |
| Acadian Asset Management LLC | 0.00% | New | 23,534 | $1.3M |
| Pekin Hardy Strauss, Inc. | 0.11% | New | 23,025 | $1.3M |
| Worldquant Millennium Advisors LLC | 0.00% | New | 22,958 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +37.0% | 21,576 | $1.2M |
| Diametric Capital, LP | 0.13% | Reduce -85.1% | 21,500 | $1.2M |
| Xponance LLC | 0.01% | New | 20,908 | $1.2M |
| Longaeva Partners L.P. | 0.03% | Reduce -82.4% | 20,877 | $1.2M |
| IVC Wealth Advisors LLC | 0.45% | New | 20,464 | $1.1M |
| Stifel Financial Corp. | 0.00% | New | 20,145 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -29.9% | 19,216 | $1.1M |
| MCF Advisors LLC | 0.04% | Add +5548.3% | 17,905 | $1.0M |
| Maven Securities LTD | 0.07% | Reduce -93.6% | 17,655 | $986K |
| Yorktown Management & Research Co Inc | 0.59% | New | 17,200 | $961K |
| Quantbot Technologies LP | 0.04% | Add +8702.0% | 17,164 | $959K |
| Caption Management, LLC | 0.03% | New | 17,000 | $950K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 16,800 | $938K |
| Oppenheimer & Co. Inc. | 0.01% | New | 15,685 | $876K |
| Dockside LLC | 0.20% | — | 15,564 | $869K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 15,143 | $846K |
| Mosaic Advisors LLC | 1.12% | No change | 15,000 | $838K |
| US Bancorp \de | 0.00% | Add +99.2% | 14,403 | $805K |
| Sanctuary Advisors, LLC | 0.00% | Add +18.5% | 14,392 | $804K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 14,257 | $796K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 14,131 | $789K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -14.8% | 13,708 | $766K |
| Concentric Capital Strategies, LP | 0.05% | Reduce -33.6% | 13,222 | $739K |
| Readystate Asset Management LP | 0.05% | Reduce -84.6% | 13,070 | $730K |
| Simplex Trading, LLC | 0.02% | New | 12,933 | $722K |
| Summit Financial, LLC | 0.01% | New | 12,322 | $688K |
| Round Rock Advisors LLC | 0.09% | Add +1.0% | 12,184 | $681K |
| Bannerstone Capital Management, LLC | 0.52% | New | 11,094 | $620K |
| Wellington Shields Capital Management, LLC | 0.08% | New | 11,050 | $617K |
| Teacher Retirement System of Texas | 0.00% | Reduce -75.7% | 10,954 | $612K |
| Park Avenue Securities LLC | 0.00% | New | 10,946 | $611K |
| Creative Financial Designs Inc. | 0.03% | New | 10,728 | $599K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,481 | $571K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +41.7% | 10,200 | $570K |
| Amalgamated Bank | 0.00% | New | 10,169 | $568K |
| PNC Financial Services Group, Inc. | 0.00% | New | 9,306 | $520K |
| Snowden Capital Advisors LLC | 0.01% | New | 9,265 | $518K |
| Truist Financial Corp. | 0.00% | New | 8,985 | $502K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,662 | $484K |
| Swiss Life Asset Management Ltd | 0.00% | New | 8,637 | $482K |
| Oasis Management Co Ltd. | 0.05% | New | 8,100 | $452K |
| Connable Office Inc. | 0.04% | No change | 8,000 | $447K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,000 | $447K |
| EntryPoint Capital, LLC | 0.11% | New | 7,964 | $445K |
| Cresset Asset Management, LLC | 0.00% | New | 7,783 | $435K |
| MML Investors Services, LLC | 0.00% | New | 7,624 | $426K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,352 | $411K |
| Leavell Investment Management, Inc. | 0.01% | New | 7,255 | $405K |
| SG Americas Securities, LLC | 0.00% | New | 7,252 | $405K |
| CIBC Asset Management Inc | 0.00% | New | 7,216 | $403K |
| Vident Advisory, LLC | 0.00% | New | 7,209 | $403K |
| DV Trading LLC | 0.03% | New | 7,104 | $397K |
| MetLife Investment Management, LLC | 0.00% | New | 7,103 | $397K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.11% | New | 6,925 | $387K |
| Maryland State Retirement & Pension System | 0.01% | New | 6,730 | $376K |
| Utah Retirement Systems | 0.00% | New | 6,666 | $372K |
| NewEdge Advisors, LLC | 0.00% | Add +1284.6% | 6,646 | $371K |
| Osaic Holdings, Inc. | 0.00% | Add +580.8% | 6,631 | $370K |
| Baird Financial Group, Inc. | 0.00% | Reduce -44.0% | 6,624 | $370K |
| Stephens Inc. | 0.00% | New | 6,544 | $366K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -24.5% | 6,513 | $364K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 6,477 | $362K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,460 | $361K |
| Kopp Family Office, LLC | 0.21% | New | 6,104 | $341K |
| Mane Global Capital Management LP | 0.03% | Reduce -62.1% | 6,000 | $335K |
| RiverPark Advisors, LLC | 0.16% | Add +57.6% | 5,886 | $329K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,724 | $320K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.13% | Reduce -36.4% | 5,488 | $307K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 5,315 | $297K |
| National Bank of Canada | 0.00% | New | 5,197 | $290K |
| SummitTX Capital, L.P. | 0.01% | New | 5,182 | $289K |
| Cerity Partners LLC | 0.00% | Reduce -28.5% | 5,333 | $287K |
| HighTower Advisors, LLC | 0.00% | New | 5,020 | $280K |
| Scoggin Management LP | 0.07% | New | 5,000 | $279K |
| Dara Capital Us, Inc. | 0.19% | New | 4,824 | $269K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 4,552 | $254K |
| Private Advisor Group, LLC | 0.00% | New | 4,375 | $244K |
| Savant Capital, LLC | 0.00% | New | 4,514 | $244K |
| Assetmark, Inc. | 0.00% | Reduce -1.4% | 4,358 | $243K |
| Prelude Capital Management, LLC | 0.02% | Reduce -81.0% | 4,275 | $239K |
| Motley Fool Asset Management LLC | 0.01% | New | 4,264 | $238K |
| Secure Asset Management, LLC | 0.03% | New | 4,236 | $237K |
| Praxis Investment Management Inc. | 0.01% | New | 4,233 | $236K |
| Soros Capital Management LLC | 0.04% | New | 4,156 | $232K |
| KBC Group NV | 0.00% | New | 4,105 | $229K |
| Waterloo Capital, L.P. | 0.01% | New | 4,085 | $228K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 4,084 | $228K |
| Leonteq Securities AG | 0.01% | New | 4,000 | $223K |
| Itau Unibanco Holding S.A. | 0.00% | Add +135.3% | 4,000 | $223K |
| Penserra Capital Management LLC | 0.00% | New | 3,980 | $222K |
| Moneco Advisors, LLC | 0.01% | New | 3,960 | $221K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 3,900 | $218K |
| North Dakota State Investment Board | 0.01% | New | 3,763 | $210K |
| Apollon Wealth Management, LLC | 0.00% | New | 3,595 | $201K |
| Nykredit A/S | 0.00% | — | 3,473 | $194K |
| STRS Ohio | 0.00% | New | 3,163 | $177K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -36.0% | 2,604 | $145K |
| Clear Street Group Inc. | 0.00% | New | 2,496 | $139K |
| University of Texas/Texas Am Investment Management Co. | 0.02% | New | 2,477 | $138K |
| State of Wyoming | 0.01% | New | 2,460 | $137K |
| Walleye Trading LLC | 0.00% | New | 1,878 | $105K |
| Allworth Financial LP | 0.00% | Add +275.0% | 1,545 | $86K |
| Persistent Asset Partners Ltd | 0.02% | New | 1,322 | $74K |
| Medallion Wealth Advisors, LLC | 0.02% | New | 1,284 | $71K |
| Vestor Capital, LLC | 0.00% | New | 2,375 | $70K |
| Wellington Shields & Co., LLC | 0.01% | New | 1,200 | $67K |
| Global Retirement Partners, LLC | 0.00% | — | 1,042 | $58K |
| Hollencrest Capital Management | 0.00% | No change | 1,000 | $56K |
| Lodestone Wealth Management LLC | 0.02% | New | 866 | $48K |
| IFP Advisors, Inc | 0.00% | Add +15.3% | 865 | $48K |
| Sterling Capital Management LLC | 0.00% | New | 843 | $47K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 800 | $45K |
| Hilltop National Bank | 0.01% | New | 729 | $41K |
| Triumph Capital Management | 0.01% | No change | 700 | $39K |
| CoreCap Advisors, LLC | 0.00% | New | 700 | $39K |
| Los Angeles Capital Management LLC | 0.00% | New | 603 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Add +280.9% | 579 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1297.4% | 545 | $30K |
| Silvant Capital Management LLC | 0.00% | New | 532 | $30K |
| Wolff Wiese Magana LLC | 0.01% | New | 500 | $28K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 380 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | New | 336 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | Add +94.2% | 334 | $19K |
| Harbour Investments, Inc. | 0.00% | New | 305 | $17K |
| Gilpin Wealth Management, LLC | 0.01% | Add +200.0% | 300 | $17K |
| Clearstead Advisors, LLC | 0.00% | New | 277 | $15K |
| Crewe Advisors LLC | 0.00% | New | 267 | $15K |
| Rakuten Securities, Inc. | 0.00% | New | 256 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 251 | $14K |
| Toth Financial Advisory Corp. | 0.00% | New | 250 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +256.5% | 246 | $14K |
| WPG Advisers, LLC | 0.01% | New | 221 | $12K |
| Anchor Investment Management, LLC | 0.00% | New | 200 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 157 | $9K |
| Signaturefd, LLC | 0.00% | New | 130 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 125 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 110 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 105 | $6K |
| GAMMA Investing LLC | 0.00% | Add +607.7% | 92 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 72 | $4K |
| SHP Wealth Management | 0.00% | New | 65 | $4K |
| Huntington National Bank | 0.00% | Add +72.7% | 57 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 50 | $3K |
| Arax Advisory Partners | 0.00% | New | 50 | $3K |
| Cromwell Holdings LLC | 0.00% | New | 32 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 35 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 30 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 22 | $1K |
| Quarry LP | 0.00% | New | 21 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 20 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 19 | $1K |
| Larson Financial Group LLC | 0.00% | New | 19 | $1K |
| Proathlete Wealth Management LLC | 0.00% | New | 16 | $893 |
| Raffa Wealth Management, LLC | 0.00% | New | 15 | $838 |
| Bell Investment Advisors, Inc | 0.00% | New | 11 | $615 |
| Manchester Capital Management LLC | 0.00% | New | 5 | $280 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $78 |
| FNY Investment Advisers, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is FPS's weight in each manager's 13F, not the share of Forgent Power Solutions Class A the manager owns.