FortinetFTNT

13F holders, Q2 2024 (June 30)
1,070holders −38
90new positions
129sold out
11famous investors
$60.27avg. 13F price*

At the end of Q2 2024, 1,070 institutions reported holding Fortinet Inc. (FTNT) in their 13F filings, down 38 from Q1 2024. 90 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock Inc. ($3.3B) and T. Rowe Price Associates Inc. ($1.7B). 11 famous investors held it, including Terry Smith (2.5% of Fundsmith's portfolio), Jim Simons / Peter Brown (0.5% of Renaissance Technologies's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Fortinet Inc.
Sector
Technology
CUSIP
34959E109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions90$381.0M
Exits129$552.0M

All 13F filers, Q1 2024 → Q2 2024: 51,449,186 shares bought and 49,215,586 shares sold, net +2,233,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,070 holders

Vanguard Group Inc. 0.08% Reduce -1.7% 66,869,234 $4.0B
BlackRock Inc. 0.08% Add +0.0% 55,236,829 $3.3B
T. Rowe Price Associates Inc. 0.21% Reduce -17.5% 28,989,840 $1.7B
State Street Corp. 0.07% Reduce -1.1% 26,515,144 $1.6B
Bank of New York Mellon Corp 0.20% Reduce -0.9% 17,892,565 $1.1B
Geode Capital Management, LLC 0.08% Add +0.7% 14,528,320 $873.8M
Fundsmith 2.53% Add +25.8% 10,285,664 $619.9M
Barclays PLC 0.25% Add +53.1% 9,182,018 $553.4M
Nordea Investment Management AB 0.64% Add +2.2% 8,985,440 $543.3M
Morgan Stanley 0.04% Add +2.1% 8,693,238 $523.9M
Swedbank AB 0.66% Add +1.7% 8,156,797 $491.6M
Two Sigma Advisers, LP 0.94% Add +76.7% 6,981,120 $420.8M
T. Rowe Price Investment Management, Inc. 0.26% Add +33.2% 6,806,302 $410.2M
First Trust Advisors LP 0.41% Add +30.3% 6,732,871 $405.8M
Invesco Ltd. 0.08% Add +5.6% 6,593,963 $397.4M
Marshall Wace, LLP 0.54% Add +198.5% 6,238,856 $376.0M
Northern Trust Corp. 0.06% Reduce -4.3% 5,761,271 $347.2M
Van Eck Associates Corp. 0.49% Add +94.9% 5,755,599 $346.9M
Legal & General Group Plc 0.10% Reduce -9.7% 5,708,191 $344.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +53.4% 5,245,204 $316.1M
Renaissance Technologies 0.51% Add +15.1% 5,026,394 $302.9M
Jacobs Levy Equity Management, Inc. 1.07% Add +7.1% 4,278,846 $257.9M
Bank of America Corp. 0.02% Add +11.9% 4,208,474 $253.6M
Arrowstreet Capital, Limited Partnership 0.20% Reduce -27.6% 3,795,175 $228.7M
Two Sigma Investments, LP 0.56% Add +213.2% 3,755,051 $226.3M
Charles Schwab Investment Management Inc. 0.04% Add +2.8% 3,749,007 $226.0M
Ameriprise Financial Inc. 0.06% Reduce -28.1% 3,720,777 $224.3M
Amundi 0.07% Add +9.9% 3,190,110 $193.7M
Robeco Institutional Asset Management B.V. 0.40% Add +9.3% 3,094,203 $186.5M
Pictet Asset Management Holding SA 0.21% Reduce -1.7% 2,975,267 $179.3M
Goldman Sachs Group Inc. 0.03% Add +20.0% 2,866,736 $172.8M
Bessemer Group Inc. 0.30% Reduce -13.8% 2,831,389 $170.6M
Deutsche Bank AG 0.08% Add +6.1% 2,802,033 $168.9M
UBS Group AG 0.05% Add +5.0% 2,701,351 $162.8M
AQR Capital Management 0.25% Add +89.7% 2,675,644 $161.3M
JPMorgan Chase & Co. 0.01% Reduce -0.8% 2,588,961 $156.0M
Fundsmith Investment Services LTD. 1.95% Add +25.9% 2,508,795 $151.2M
Mitsubishi UFJ Trust & Banking Corp 0.36% Add +5.9% 2,504,022 $150.9M
Hound Partners, LLC 29.10% New 2,407,863 $145.1M
Dimensional Fund Advisors LP 0.04% Reduce -8.6% 2,390,177 $144.1M
American Capital Management Inc. 4.73% Reduce -0.6% 2,342,782 $141.2M
Sarasin & Partners LLP 1.15% Add +22.4% 2,163,093 $130.4M
Bank of Montreal 0.04% Add +0.2% 2,025,721 $124.5M
D. E. Shaw & Co. 0.18% Add +43.9% 2,011,843 $121.3M
DSM Capital Partners LLC 1.75% Reduce -8.6% 2,004,027 $120.8M
BNP Paribas Financial Markets 0.13% Add +52.5% 1,988,824 $119.9M
Millennium Management 0.10% Add +131.2% 1,961,645 $118.2M
Swiss National Bank 0.08% Reduce -1.8% 1,920,200 $115.7M
Citigroup Inc. 0.10% Add +32.1% 1,779,569 $107.3M
Voya Investment Management LLC 0.12% Reduce -47.7% 1,757,692 $105.9M
National Pension Service 0.12% Add +3.2% 1,660,415 $100.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.23% — 1,601,298 $96.5M
HSBC Holdings PLC 0.06% Reduce -17.9% 1,564,467 $94.4M
Nuveen Asset Management, LLC 0.03% Reduce -15.6% 1,538,804 $92.7M
Parnassus Investments, LLC 0.20% Reduce -6.6% 1,502,337 $90.5M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -9.9% 1,498,875 $90.3M
Thrivent Financial for Lutherans 0.18% Reduce -0.9% 1,483,813 $89.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% Add +68.4% 1,460,729 $88.0M
Squarepoint Ops LLC 0.31% Add +1401.3% 1,379,488 $83.1M
Victory Capital Management Inc. 0.08% Add +6.5% 1,378,235 $83.1M
CCLA Investment Management 1.28% Add +74.0% 1,383,197 $83.0M
Penserra Capital Management LLC 1.03% Add +1.0% 1,348,534 $81.3M
Clearbridge Investments, LLC 0.07% Reduce -4.1% 1,325,940 $79.9M
Royal Bank of Canada 0.02% Reduce -11.8% 1,235,011 $74.4M
Rhumbline Advisers 0.07% Reduce -3.2% 1,210,180 $72.9M
Rokos Capital Management LLP 1.69% Add +57.7% 1,183,430 $71.3M
Caisse de depot et placement du Quebec 0.17% Reduce -17.4% 1,179,780 $71.1M
California Public Employees Retirement System 0.05% Add +1.5% 1,167,055 $70.3M
Wedge Capital Management L L P 1.17% Reduce -6.4% 1,093,039 $65.9M
TD Asset Management Inc 0.06% Add +2.6% 1,073,372 $64.7M
Qube Research & Technologies Ltd 0.12% Add +1488.8% 1,061,448 $64.0M
California State Teachers Retirement System 0.08% Reduce -0.2% 1,038,838 $62.6M
Alyeska Investment Group, L.P. 0.36% New 1,021,828 $61.6M
Ensign Peak Advisors, Inc 0.11% Reduce -8.1% 1,018,446 $61.4M
FMR LLC 0.00% Reduce -71.2% 979,463 $59.0M
Wells Fargo & Company 0.02% Reduce -3.0% 971,392 $58.5M
Empower Advisory Group, LLC 0.22% Add +2.9% 967,947 $58.3M
Glenmede Trust Co. NA 0.29% Reduce -5.3% 959,175 $57.8M
Alliancebernstein L.P. 0.02% Reduce -93.2% 932,059 $56.2M
Fiera Capital Corp 0.17% Add +3.6% 914,365 $55.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +13.9% 911,961 $55.0M
LGT Group Foundation 0.86% Add +6.2% 906,198 $54.6M
Stifel Financial Corp. 0.06% Reduce -4.3% 905,624 $54.6M
Norges Bank 0.01% Add +99.4% 903,586 $54.5M
Twinbeech Capital LP 1.07% Add +411.7% 898,822 $54.2M
Allianz Asset Management GmbH 0.09% Reduce -9.6% 883,189 $53.2M
New York State Common Retirement Fund 0.07% Reduce -19.6% 878,731 $53.0M
KBC Group NV 0.15% Reduce -8.7% 831,693 $50.1M
Capital Fund Management S.A. 0.55% Add +12.8% 805,416 $48.5M
Pinebridge Investments, L.P. 0.39% Reduce -18.9% 800,536 $48.2M
ProShare Advisors LLC 0.13% Reduce -9.4% 793,089 $47.8M
E. Ohman J:or Asset Management AB 1.13% Add +3.1% 752,300 $45.3M
Worldquant Millennium Advisors LLC 0.40% Add +441.7% 732,971 $44.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Reduce -40.9% 719,292 $43.4M
Man Group plc 0.12% Add +41.3% 716,115 $43.2M
2Xideas AG 5.36% Reduce -2.9% 712,830 $43.0M
Connor, Clark & Lunn Investment Management Ltd. 0.18% Add +0.3% 710,493 $42.8M
CANADA LIFE ASSURANCE Co 0.08% Add +1.1% 706,746 $42.6M
State Board of Administration of Florida Retirement System 0.08% Reduce -7.8% 696,299 $42.0M
Principal Financial Group Inc. 0.02% Reduce -13.1% 690,213 $41.6M
Russell Investments Group, Ltd. 0.07% Reduce -10.3% 682,656 $41.1M
New York State Teachers Retirement System 0.08% Reduce -3.8% 667,064 $40.2M
Argent Capital Management LLC 1.13% Reduce -0.7% 637,466 $38.4M
Aviva PLC 0.11% Add +14.3% 627,183 $37.8M
Frontier Capital Management Co. LLC 0.35% Reduce -4.5% 582,143 $35.1M
SG Americas Securities, LLC 0.23% Add +965.3% 580,411 $35.0M
Guggenheim Capital LLC 0.25% Add +11.9% 573,084 $34.5M
Railway Pension Investments Ltd 0.41% Reduce -5.6% 572,605 $34.5M
Envestnet Asset Management Inc. 0.01% Reduce -35.2% 550,843 $33.2M
Vontobel Holding Ltd. 0.11% Add +36.3% 547,786 $33.0M
Rockefeller Capital Management L.P. 0.09% Reduce -2.1% 541,825 $32.7M
Raymond James & Associates 0.02% Add +6.3% 517,899 $31.2M
Trexquant Investment LP 0.46% Add +222.2% 497,590 $30.0M
PNC Financial Services Group, Inc. 0.02% Reduce -9.3% 495,986 $29.9M
Danske Bank A/S 0.11% Add +30.8% 494,667 $29.8M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -22.7% 483,190 $29.1M
American Century Companies Inc. 0.02% Add +14.8% 480,525 $29.0M
Country Trust Bank 0.72% Add +0.6% 475,356 $28.6M
Federated Hermes, Inc. 0.06% Add +496.7% 452,947 $27.3M
Rafferty Asset Management, LLC 0.10% Add +11.4% 450,215 $27.1M
Voloridge Investment Management, LLC 0.10% New 446,876 $26.9M
APG Asset Management N.V. 0.05% Reduce -12.0% 467,576 $26.3M
King Luther Capital Management Corp. 0.12% Add +8.1% 431,119 $26.0M
Shelton Capital Management 0.69% Add +11.0% 418,063 $25.2M
Jane Street Group, LLC 0.03% Add +67.2% 418,057 $25.2M
Lazard Asset Management LLC 0.03% Add +30.8% 416,713 $25.1M
Manufacturers Life Insurance Company, The 0.02% Reduce -2.0% 409,676 $24.7M
Prudential Financial Inc. 0.04% Reduce -11.2% 397,804 $24.0M
HighTower Advisors, LLC 0.04% New 394,224 $23.7M
Meitav Investment House Ltd. 0.42% Reduce -23.2% 388,015 $23.4M
Bank of Nova Scotia 0.05% Add +10.9% 378,325 $22.8M
Royal London Asset Management Ltd. 0.06% Add +46.0% 377,045 $22.7M
State of Wisconsin Investment Board 0.06% Reduce -12.0% 368,160 $22.2M
Meritage Portfolio Management 1.37% Reduce -1.6% 359,039 $21.6M
Asset Management One Co., Ltd. 0.08% Reduce -3.9% 354,172 $21.3M
Toronto Dominion Bank 0.03% Reduce -14.5% 349,865 $21.1M
Davidson Investment Advisors 1.08% Add +30.7% 349,505 $21.1M
Stephens Investment Management Group LLC 0.29% Add +12.1% 347,879 $21.0M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.8% 346,471 $20.9M
NewEdge Wealth, LLC 0.45% Add +1.7% 343,578 $20.7M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +63.3% 341,237 $20.6M
Vident Advisory, LLC 0.56% Add +25.6% 338,250 $20.4M
Treasurer of the State of North Carolina 0.09% Add +2.9% 336,246 $20.3M
ING Groep NV 0.12% Add +3.8% 324,349 $19.5M
Franklin Resources Inc. 0.01% Add +10.7% 321,889 $19.4M
Bridgewater Associates 0.10% Add +304.2% 306,448 $18.5M
Woodstock Corp. 1.87% Add +0.2% 305,074 $18.4M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -8.4% 287,419 $18.4M
Wellington Management Group LLP 0.00% Add +9.6% 303,816 $18.3M
Beacon Pointe Advisors, LLC 0.21% Reduce -20.5% 300,696 $18.1M
Laurion Capital Management LP 0.58% New 295,554 $17.8M
Public Employees Retirement System of Ohio 0.07% Reduce -6.8% 289,432 $17.4M
National Bank of Canada 0.03% Reduce -27.3% 289,928 $17.3M
J. Safra Sarasin Holding AG 0.32% — 287,024 $17.3M
Simplex Trading, LLC 0.55% Add +114.3% 285,618 $17.2M
Daymark Wealth Partners, LLC 0.78% Add +39.2% 282,477 $17.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Add +6.0% 279,464 $16.9M
Distillate Capital Partners LLC 0.87% — 273,281 $16.5M
DekaBank Deutsche Girozentrale 0.03% Add +5.2% 267,057 $16.0M
Nomura Asset Management Co. Ltd. 0.05% Add +6.9% 265,917 $16.0M
Susquehanna Portfolio Strategies, LLC 0.66% No change 264,035 $15.9M
Acadian Asset Management LLC 0.05% Add +1064.8% 256,962 $15.5M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.8% 256,490 $15.5M
Williams Jones Wealth Management, LLC. 0.19% Reduce -15.4% 252,636 $15.2M
Baird Financial Group, Inc. 0.03% Reduce -61.4% 251,583 $15.2M
State of Tennessee, Department of Treasury 0.06% Reduce -2.8% 250,952 $15.1M
Congress Asset Management Co. 0.11% Reduce -1.0% 250,897 $15.1M
Ossiam 0.28% Add +3.3% 241,701 $14.6M
Aberdeen Group plc 0.03% Reduce -20.5% 240,957 $14.5M
Mediolanum International Funds Ltd 0.24% Add +17.4% 259,083 $14.5M
Banco Santander, S.A. 0.18% Add +53.5% 239,738 $14.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Reduce -0.5% 236,542 $14.3M
State of New Jersey Common Pension Fund D 0.06% Reduce -37.4% 236,375 $14.2M
Storebrand Asset Management As 0.05% Reduce -21.1% 231,737 $14.0M
Empowered Funds, LLC 0.24% Add +678.9% 229,778 $13.8M
Corebridge Financial, Inc. 0.08% — 227,824 $13.7M
US Bancorp \de 0.02% Reduce -0.4% 227,321 $13.7M
Blair William & Co. 0.04% Add +0.7% 225,350 $13.6M
LPL Financial LLC 0.01% Reduce -5.0% 221,854 $13.4M
Engineers Gate Manager LP 0.30% Add +333.1% 219,731 $13.2M
Cerity Partners LLC 0.04% Reduce -4.5% 216,270 $13.0M
Aquatic Capital Management LLC 0.47% New 211,400 $12.7M
CIBC Asset Management Inc 0.05% Add +0.2% 210,248 $12.7M
RPG Investment Advisory, LLC 1.87% Add +0.3% 209,583 $12.6M
Susquehanna International Group, LLP 0.02% Reduce -14.8% 208,551 $12.6M
First Horizon Advisors, Inc. 0.38% Add +0.0% 208,225 $12.5M
Prudential PLC 0.09% Add +387.0% 207,096 $12.5M
Jones Financial Companies LLLP 0.01% Add +94.4% 203,099 $12.2M
Korea Investment CORP 0.03% Reduce -24.3% 202,673 $12.2M
Intech Investment Management LLC 0.15% Add +3.3% 200,909 $12.1M
Andra AP-fonden 0.20% Reduce -27.6% 199,900 $12.0M
Resona Asset Management Co.,Ltd. 0.07% Reduce -9.7% 198,079 $11.9M
MetLife Investment Management, LLC 0.07% Add +9.7% 192,951 $11.6M
Comerica Bank 0.05% Reduce -7.8% 192,453 $11.6M
ExodusPoint Capital Management, LP 0.13% Add +66.8% 190,230 $11.5M
Handelsbanken Fonder AB 0.05% Reduce -5.9% 189,930 $11.4M
Mariner, LLC 0.02% Reduce -84.9% 189,911 $11.4M
Arizona State Retirement System 0.08% Add +0.4% 188,027 $11.3M
Burney Co./ 0.43% Add +397.6% 184,881 $11.1M
Wilkins Investment Counsel Inc. 1.64% Add +1.0% 182,392 $11.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.33% Add +59.8% 181,920 $10.9M
Raymond James Financial Services Advisors, Inc. 0.02% Add +4.2% 177,401 $10.7M
State of Michigan Retirement System 0.05% Reduce -10.5% 173,670 $10.5M
Pacer Advisors, Inc. 0.02% Add +36.0% 172,510 $10.4M
Natixis Advisors, LLC 0.02% Add +1.7% 171,237 $10.3M
Xponance LLC 0.10% Reduce -6.7% 165,492 $10.0M
Canada Pension Plan Investment Board 0.01% Add +6.5% 165,465 $10.0M
Thematics Asset Management 0.41% No change 165,000 $9.9M
Creative Planning 0.01% Add +6.8% 163,367 $9.8M
Peapack Gladstone Financial Corp. 0.15% Add +182.3% 160,292 $9.7M
Florida Trust Wealth Management Co 0.32% Reduce -12.3% 157,105 $9.5M
Beacon Investment Advisory Services, Inc. 0.41% New 157,047 $9.5M
Tredje AP-fonden 0.09% No change 156,374 $9.4M
Barlow Wealth Partners, LLC 1.29% Add +0.8% 165,102 $9.4M
STRS Ohio 0.04% Reduce -4.9% 153,941 $9.3M
Cetera Investment Advisers 0.02% Reduce -3.3% 152,180 $9.2M
Jump Financial, LLC 0.19% Add +290.0% 150,608 $9.1M
Exencial Wealth Advisors, LLC 0.33% Reduce -35.5% 147,031 $8.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -91.9% 147,525 $8.9M
Boston Trust Walden Corp 0.06% Add +1.6% 143,993 $8.7M
Callahan Advisors, LLC 0.89% Reduce -0.7% 141,794 $8.5M
Nisa Investment Advisors, LLC 0.05% Add +8.8% 141,637 $8.5M
Retirement Systems of Alabama 0.03% Reduce -0.6% 139,869 $8.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.5% 139,274 $8.4M
Corient Private Wealth LP 0.01% Reduce -3.2% 138,615 $8.4M
AXA S.A. 0.02% Reduce -61.0% 138,199 $8.3M
Cibc World Markets Corp. 0.05% Add +20.0% 137,740 $8.3M
Schonfeld Strategic Advisors LLC 0.06% Add +207.0% 137,230 $8.3M
Nissay Asset Management Corp. /Japan 0.05% Add +9.6% 136,916 $8.3M
Daiwa Securities Group Inc. 0.04% Reduce -16.0% 136,874 $8.2M
Vinva Investment Management Ltd 0.41% Add +33.6% 137,332 $8.2M
Carderock Capital Management Inc. 2.13% Add +1.1% 135,164 $8.1M
Amalgamated Bank 0.07% Reduce -3.9% 134,681 $8.1M
IFM Investors Pty Ltd 0.08% Reduce -0.6% 134,193 $8.1M
PGGM Investments 0.11% Reduce -24.6% 132,568 $8.0M
Commonwealth Equity Services, LLC 0.01% Add +2.0% 132,374 $8.0M
ICICI Prudential Asset Management Co Ltd 0.93% Add +69.5% 130,236 $7.8M
LGT Fund Management Co Ltd. 0.97% Add +433.2% 129,597 $7.8M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Add +30.1% 128,676 $7.8M
Macquarie Group Ltd. 0.01% Reduce -23.9% 128,199 $7.7M
Peak Asset Management, LLC 1.49% Add +12.8% 126,488 $7.6M
USS Investment Management Ltd 0.06% Add +1.7% 126,342 $7.6M
Willis Investment Counsel 0.53% Add +0.2% 125,948 $7.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.09% — 125,890 $7.6M
Baader Bank Aktiengesellschaft 0.59% Add +1.2% 125,856 $7.6M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 125,000 $7.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +59.4% 124,220 $7.5M
Fulcrum Capital LLC 1.69% New 123,144 $7.4M
UniSuper Management Pty Ltd 0.06% Add +28.6% 122,909 $7.4M
Oak Ridge Investments LLC 0.70% Add +4.5% 121,589 $7.3M
Forsta Ap-Fonden 0.06% Reduce -11.3% 121,200 $7.3M
Quantbot Technologies LP 0.35% New 120,840 $7.3M
Czech National Bank 0.08% Add +7.7% 120,828 $7.3M
Knuff & Co LLC 2.32% Reduce -1.6% 118,840 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.5% 117,805 $7.1M
Stratos Wealth Partners, LTD. 0.11% Reduce -1.2% 115,490 $7.0M
Weatherly Asset Management L. P. 0.63% Reduce -4.0% 115,008 $6.9M
Mutual of America Capital Management LLC 0.08% Add +6.6% 114,634 $6.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -15.7% 114,133 $6.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.0% 114,024 $6.9M
Osaic Holdings, Inc. 0.02% Reduce -49.7% 111,821 $6.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.61% Reduce -43.7% 111,741 $6.7M
Palmer Knight Co 3.21% Add +1.1% 111,199 $6.7M
Fuller & Thaler Asset Management, Inc. 0.03% Add +9.1% 109,709 $6.6M
Brown Advisory Inc. 0.01% Reduce -0.6% 109,493 $6.6M
Foster Victor Wealth Advisors, LLC 0.55% Reduce -41.2% 109,749 $6.5M
Citadel Advisors 0.01% Reduce -68.2% 107,123 $6.5M
GAMCO Investors 0.07% Reduce -1.5% 106,920 $6.4M
Warther Private Wealth, LLC 2.47% Add +23.2% 104,895 $6.3M
S&T Bank 1.60% Reduce -23.9% 104,392 $6.3M
DNB Asset Management AS 0.03% Reduce -11.9% 104,153 $6.3M
Utah Retirement Systems 0.07% Reduce -6.8% 103,960 $6.3M
Natixis 0.04% Reduce -1.8% 103,648 $6.2M
Mackenzie Financial Corp. 0.01% Reduce -29.9% 103,634 $6.2M
Achmea Investment Management B.V. 0.11% Add +2.4% 102,897 $6.2M
Sei Investments Co. 0.01% Reduce -26.1% 102,658 $6.2M
Scotia Capital Inc. 0.04% Reduce -48.7% 102,368 $6.2M
APG Asset Management US Inc. 0.03% Add +1.6% 101,812 $6.1M
Delta Global Management LP 0.40% New 100,349 $6.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.69% Reduce -14.7% 100,087 $6.0M
Louisiana State Employees Retirement System 0.11% Reduce -0.3% 96,600 $5.8M
Illinois Municipal Retirement Fund 0.09% Reduce -39.7% 96,353 $5.8M
Ravenstone Capital Management Inc. 3.84% Add +0.1% 95,705 $5.8M
Y-Intercept (Hong Kong) Ltd 0.31% Add +237.0% 94,956 $5.7M
New York Life Investment Management LLC 0.06% Reduce -2.0% 94,834 $5.7M
Modera Wealth Management, LLC 0.08% Add +9.8% 94,675 $5.7M
First Merchants Corp. 0.23% Reduce -2.1% 94,661 $5.7M
Boothe Investment Group, Inc. 2.56% Add +21.1% 92,330 $5.5M
Yousif Capital Management, LLC 0.06% Reduce -3.0% 91,355 $5.5M
CW Advisors, LLC 0.09% Reduce -2.2% 91,332 $5.5M
Public Employees Retirement Association of Colorado 0.02% Reduce -3.2% 90,444 $5.5M
Private Wealth Partners, LLC 0.41% No change 90,000 $5.4M
Tower Research Capital LLC (TRC) 0.09% Add +40.4% 89,069 $5.4M
Bristlecone Advisors, LLC 0.45% Reduce -0.2% 88,077 $5.3M
iA Global Asset Management Inc. 0.10% Reduce -9.4% 85,813 $5.2M
First Trust Investment Solutions L.P. 0.71% Add +108.2% 83,446 $5.0M
Janus Henderson Group PLC 0.00% Reduce -5.7% 82,407 $5.0M
Leonteq Securities AG 0.68% Add +86.9% 81,747 $4.9M
Slow Capital, Inc. 0.80% Add +0.8% 81,726 $4.9M
Janney Montgomery Scott LLC 0.01% Reduce -69.1% 81,405 $4.9M
LVM Capital Management Ltd. 0.56% New 81,120 $4.9M
Spire Wealth Management 0.17% Add +1141.1% 80,943 $4.9M
Integrated Advisors Network LLC 0.25% Reduce -7.7% 80,167 $4.8M
Credit Agricole S A 0.03% Add +81.9% 79,473 $4.8M
Nia Impact Advisors, LLC 1.70% Reduce -4.0% 78,596 $4.7M
Aldebaran Financial Inc. 6.20% Reduce -2.9% 78,478 $4.7M
NorthCrest Asset Manangement, LLC 0.15% Add +5.2% 77,163 $4.7M
Alamar Capital Management, LLC 2.81% — 76,843 $4.6M
Y.D. More Investments Ltd 0.46% Add +3.2% 75,276 $4.5M
Inspire Investing, LLC 0.52% Reduce -17.9% 75,114 $4.5M
PDT Partners, LLC 0.43% Add +134.9% 74,688 $4.5M
Front Row Advisors LLC 1.54% Reduce -5.1% 73,493 $4.4M
BNP Paribas 0.22% Reduce -17.0% 72,292 $4.4M
Vanguard Personalized Indexing Management, LLC 0.08% Add +10.8% 72,139 $4.3M
Leuthold Group, LLC 0.50% Reduce -0.9% 71,850 $4.3M
Campbell & CO Investment Adviser LLC 0.37% New 71,615 $4.3M
Gradient Investments LLC 0.10% Add +7.0% 71,298 $4.3M
Neuberger Berman Group LLC 0.00% Reduce -47.1% 70,710 $4.3M
Ameritas Investment Partners, Inc. 0.15% Add +0.2% 70,497 $4.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 70,133 $4.2M
Primecap Management Co. 0.00% No change 69,450 $4.2M
Arohi Asset Management PTE Ltd. 1.72% Add +52.6% 69,352 $4.2M
State of Alaska, Department of Revenue 0.05% No change 69,156 $4.2M
Profund Advisors LLC 0.15% Add +0.1% 68,554 $4.1M
Sage Mountain Advisors LLC 0.38% Add +2.9% 68,071 $4.1M
Banque Cantonale Vaudoise 0.16% Reduce -6.0% 68,076 $4.1M
Parsons Capital Management Inc. 0.28% Reduce -0.8% 68,031 $4.1M
Liberty Capital Management, Inc. 0.97% Add +2.5% 67,563 $4.1M
Two Sigma Securities, LLC 0.19% New 66,938 $4.0M
YHB Investment Advisors, Inc. 0.33% Add +1.1% 63,283 $3.8M
Cape Cod Five Cents Savings Bank 0.37% New 63,242 $3.8M
Ieq Capital, LLC 0.05% Reduce -0.8% 62,468 $3.8M
Faithward Advisors, LLC 0.68% Add +1.0% 62,234 $3.8M
M&T Bank Corp 0.01% Add +83.1% 61,987 $3.7M
Balyasny Asset Management L.P. 0.01% Add +943.0% 61,444 $3.7M
Knollwood Investment Advisory, LLC 0.41% Add +429.1% 61,425 $3.7M
Elo Mutual Pension Insurance Co 0.08% Reduce -0.3% 59,512 $3.6M
NEOS Investment Management LLC 0.15% Add +44.3% 59,200 $3.6M
Baltimore-Washington Financial Advisors, Inc. 0.21% Add +5.2% 57,940 $3.5M
Institute for Wealth Management, LLC. 0.47% Add +1.4% 57,700 $3.5M
Kestra Advisory Services, LLC 0.02% Reduce -4.6% 57,241 $3.4M
Abacus FCF Advisors LLC 0.85% Reduce -18.3% 56,745 $3.4M
Pathstone Holdings, LLC 0.02% Reduce -5.4% 56,156 $3.4M
Advisory Services Network, LLC 0.07% Reduce -5.8% 55,649 $3.4M
Steward Partners Investment Advisory, LLC 0.04% Reduce -3.3% 55,241 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +17.3% 54,955 $3.3M
Icon Advisers Inc. 0.76% No change 55,000 $3.3M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.2% 54,406 $3.3M
Savant Capital, LLC 0.03% Add +88.0% 54,073 $3.3M
Andar Capital Management HK Ltd 4.52% New 54,000 $3.3M
Fortune Financial Advisors, LLC 1.98% Reduce -1.1% 53,572 $3.2M
Verition Fund Management LLC 0.03% Add +145.6% 52,579 $3.2M
Cresset Asset Management, LLC 0.01% Reduce -27.3% 51,962 $3.1M
Synovus Financial Corp. 0.04% Add +78.5% 51,889 $3.1M
Gulf International Bank (UK) Ltd 0.08% Reduce -6.1% 51,766 $3.1M
Davidson Capital Management Inc. 0.96% Add +16.3% 51,605 $3.1M
Oppenheimer & Co. Inc. 0.05% Reduce -12.0% 51,545 $3.1M
Gotham Asset Management 0.04% Reduce -31.4% 51,476 $3.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.6% 51,293 $3.1M
OMERS ADMINISTRATION Corp 0.03% New 51,037 $3.1M
Buckhead Capital Management LLC 1.04% Add +25.2% 50,751 $3.1M
First Foundation Advisors 0.12% Add +15.8% 50,172 $3.0M
Atria Wealth Solutions, Inc. 0.03% Reduce -2.2% 50,120 $3.0M
O'shaughnessy Asset Management, LLC 0.03% Add +14.1% 50,038 $3.0M
Bank Ozk 1.30% Reduce -3.9% 49,986 $3.0M
IFP Advisors, Inc 0.12% Reduce -7.8% 49,341 $3.0M
Maryland State Retirement & Pension System 0.05% Reduce -3.6% 49,182 $3.0M
Mizuho Securities USA LLC 0.07% New 48,888 $2.9M
Agf Management Ltd. 0.02% Add +46.8% 48,860 $2.9M
Linden Thomas Advisory Services, LLC 0.45% Add +135.0% 48,784 $2.9M
GTS Securities LLC 0.06% Add +29.1% 48,724 $2.9M
Prime Capital Investment Advisors, LLC 0.04% Reduce -12.9% 48,674 $2.9M
Sanctuary Advisors, LLC 0.02% — 45,527 $2.9M
Signet Financial Management, LLC 0.39% Reduce -0.8% 48,413 $2.9M
Altrafin AG 1.08% Reduce -50.7% 48,355 $2.9M
Johnson Financial Group, Inc. 0.14% Add +205.3% 48,329 $2.9M
Atlantic Union Bankshares Corp 0.18% Add +17.4% 48,305 $2.9M
Independent Financial Group, LLC 0.12% Add +0.9% 48,230 $2.9M
Kentucky Retirement Systems 0.08% Reduce -1.3% 47,781 $2.9M
Girard Partners LTD. 0.27% Add +2.2% 47,698 $2.9M
Strategic Advocates LLC 1.14% Add +9.7% 47,672 $2.9M
Twin Capital Management Inc. 0.34% Add +3.1% 47,396 $2.9M
Sumitomo Life Insurance Co. 0.07% Add +8.8% 47,373 $2.9M
MBB Public Markets I LLC 0.06% New 46,956 $2.8M
Prelude Capital Management, LLC 0.24% Add +66.1% 46,867 $2.8M
KRS Capital Management, LLC 2.07% Reduce -4.0% 45,895 $2.8M
Truist Financial Corp. 0.00% Add +5.1% 45,875 $2.8M
Candriam S.C.A. 0.02% Add +7.5% 45,828 $2.8M
Meiji Yasuda Asset Management Co Ltd. 0.11% Add +1.6% 44,744 $2.7M
Anchor Investment Management, LLC 0.27% Add +19.2% 44,100 $2.7M
Fullerton Fund Management Co Ltd. 0.12% Reduce -89.5% 44,066 $2.7M
KCM Investment Advisors LLC 0.09% Add +6.5% 43,070 $2.6M
Walleye Capital LLC 0.03% Reduce -7.7% 42,561 $2.6M
Wealthfront Advisers LLC 0.01% Reduce -7.3% 42,527 $2.6M
Geneos Wealth Management Inc. 0.11% Add +23.3% 42,398 $2.6M
Taika Capital, LP 2.03% Add +171.1% 42,190 $2.5M
Captrust Financial Advisors 0.01% Add +3.8% 41,388 $2.5M
United Capital Management of KS, Inc. 0.55% Add +1.0% 41,340 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +36.0% 41,182 $2.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.67% Reduce -42.5% 41,074 $2.5M
Hancock Whitney Corp. 0.08% Reduce -0.7% 41,021 $2.5M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -11.6% 41,177 $2.5M
Hartford Investment Management Co. 0.08% Reduce -1.4% 40,628 $2.4M
Kingfisher Capital LLC 0.58% Reduce -1.4% 40,550 $2.4M
MML Investors Services, LLC 0.01% Reduce -39.1% 40,447 $2.4M
Hennion & Walsh Asset Management, Inc. 0.12% Add +92.7% 40,061 $2.4M
Rakuten Investment Management, Inc. 0.02% Add +62.4% 40,159 $2.4M
Account Management LLC 2.72% Reduce -11.3% 39,768 $2.4M
Sendero Wealth Management, LLC 0.40% Add +0.7% 39,747 $2.4M
HighPoint Advisor Group LLC 0.14% Reduce -2.1% 41,164 $2.4M
Cwm, LLC 0.01% Add +41.8% 39,270 $2.4M
Sheaff Brock Investment Advisors, LLC 0.22% Reduce -7.6% 39,108 $2.4M
Siemens Fonds Invest GmbH 0.17% No change 38,589 $2.3M
Simmons Bank 0.17% Add +4.9% 38,217 $2.3M
Los Angeles Capital Management LLC 0.01% Reduce -78.2% 38,003 $2.3M
Allianz SE 0.07% Reduce -19.4% 37,184 $2.2M
Seascape Capital Management 0.83% Add +5.9% 37,000 $2.2M
QRG Capital Management, Inc. 0.03% Add +2.7% 36,934 $2.2M
South Dakota Investment Council 0.05% Reduce -0.1% 36,857 $2.2M
Cibc World Market Inc. 0.01% Reduce -24.8% 36,765 $2.2M
Crossmark Global Holdings, Inc. 0.04% Add +1.0% 36,589 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -2.9% 36,458 $2.2M
United Asset Strategies, Inc. 0.22% Add +47.9% 36,451 $2.2M
Teza Capital Management LLC 0.26% Add +118.9% 35,143 $2.1M
MRP Capital Investments, LLC 1.97% Reduce -5.7% 34,913 $2.1M
Boomfish Wealth Group, LLC 1.35% Add +9.4% 34,692 $2.1M
Terra Nova Asset Management LLC 1.64% Reduce -12.7% 34,399 $2.1M
Paradiem, LLC 0.52% Reduce -33.7% 34,279 $2.1M
Alps Advisors Inc. 0.01% Add +6.6% 34,215 $2.1M
Moors & Cabot, Inc. 0.11% Reduce -8.2% 34,180 $2.1M
FourThought Financial Partners, LLC 0.26% Add +5.5% 33,975 $2.0M
Aigen Investment Management, LP 0.39% New 33,690 $2.0M
Motley Fool Asset Management LLC 0.13% Add +29.5% 33,903 $2.0M
FORA Capital, LLC 0.25% Add +631.3% 33,663 $2.0M
Ethic Inc. 0.05% Add +4.8% 33,304 $2.0M
Cooper Financial Group 0.29% Add +12.1% 32,986 $2.0M
Roundview Capital LLC 0.16% Add +0.5% 32,869 $2.0M
Manhattan West Asset Management, LLC 0.53% Reduce -17.9% 32,826 $2.0M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -3.8% 32,780 $2.0M
Occudo Quantitative Strategies LP 0.35% Add +819.5% 32,763 $2.0M
Liontrust Investment Partners LLP 0.03% Reduce -88.5% 32,674 $2.0M
Tidal Investments LLC 0.03% Reduce -7.5% 32,394 $2.0M
Arkadios Wealth Advisors 0.13% Add +2.2% 32,237 $1.9M
New Mexico Educational Retirement Board 0.07% No change 32,150 $1.9M
Flagship Harbor Advisors, LLC 0.12% Reduce -1.1% 32,048 $1.9M
Fortis Group Advisors, LLC 0.38% Add +0.2% 31,847 $1.9M
AXS Investments LLC 0.53% Reduce -3.3% 31,818 $1.9M
Phoenix Financial Ltd. 0.03% Add +4.6% 31,782 $1.9M
Parallax Volatility Advisers, L.P. 0.06% Add +300.5% 31,648 $1.9M
Dana Investment Advisors, Inc. 0.06% Reduce -9.9% 31,111 $1.9M
Decatur Capital Management, Inc. 0.88% Add +2.9% 30,060 $1.8M
Capstone Investment Advisors, LLC 0.08% Add +518.7% 29,795 $1.8M
Aft, Forsyth & Sober, LLC 0.61% No change 29,750 $1.8M
Commerce Bank 0.01% Reduce -9.4% 29,462 $1.8M
Seven Eight Capital, LP 0.18% Add +182.4% 29,367 $1.8M
Fisher Asset Management 0.00% Add +38.0% 28,618 $1.7M
RB Capital Management, LLC 0.46% Add +0.3% 28,600 $1.7M
Norinchukin Bank, The 0.05% Add +0.7% 28,356 $1.7M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -62.8% 27,848 $1.7M
Bokf, NA 0.03% Add +7.3% 27,706 $1.7M
Quantinno Capital Management LP 0.03% Add +25.6% 27,700 $1.7M
HMS Capital Management, LLC 0.86% Reduce -0.8% 27,549 $1.7M
Whittier Trust Co. of Nevada Inc. 0.05% No change 27,185 $1.6M
Alaethes Wealth, LLC 0.67% Add +3.1% 26,783 $1.6M
Merit Financial Group, LLC 0.04% Add +11.4% 26,644 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.6% 26,643 $1.6M
D.A. Davidson & Co. 0.01% Reduce -1.3% 26,594 $1.6M
Cumberland Partners Ltd 0.12% Add +89.3% 26,500 $1.6M
Edgestream Partners, L.P. 0.08% Reduce -58.6% 26,329 $1.6M
Wolverine Trading, LLC 0.03% Add +46.3% 26,301 $1.6M
Oak Associates Ltd. 0.10% No change 25,980 $1.6M
Fox Run Management, L.L.C. 0.29% New 25,884 $1.6M
Access Financial Services, Inc. 0.71% Add +20.9% 25,807 $1.6M
Freedom Day Solutions, LLC 0.53% Reduce -2.3% 25,805 $1.6M
Sciencast Management LP 0.54% New 25,660 $1.5M
Headlands Technologies LLC 0.16% Add +134863.2% 25,643 $1.5M
Eagle Capital Management, LLC 0.68% Add +2.2% 25,631 $1.5M
Tealwood Asset Management Inc. 0.92% Reduce -0.4% 25,228 $1.5M
Iyo Bank, Ltd. 0.54% Add +194.7% 25,050 $1.5M
InTrack Investment Management Inc 1.07% Add +3.6% 24,890 $1.5M
Pitcairn Co. 0.09% Add +3.1% 24,649 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.1% 24,639 $1.5M
Metis Global Partners, LLC 0.05% Add +0.3% 24,621 $1.5M
Financial Partners Group, LLC 0.57% Add +42.1% 24,576 $1.5M
Bangor Savings Bank 0.15% Reduce -3.9% 24,442 $1.5M
CIBC Private Wealth Group LLC 0.00% Add +174.1% 24,399 $1.5M
Swiss Life Asset Management Ltd 0.02% Reduce -0.1% 24,310 $1.5M
Paragon Capital Management Inc. 1.11% Add +0.1% 24,159 $1.5M
Focus Partners Wealth 0.00% Add +9.8% 23,887 $1.4M
Jefferies Financial Group Inc. 0.03% Reduce -56.5% 23,600 $1.4M
Diversified Trust Co. 0.04% Add +112.3% 23,512 $1.4M
Legacy Advisors, LLC 0.17% Reduce -3.6% 23,376 $1.4M
Harvest Fund Management Co., Ltd 0.10% Reduce -30.3% 23,299 $1.4M
WD Rutherford LLC 0.70% Reduce -30.9% 23,045 $1.4M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -81.5% 22,929 $1.4M
Insight Wealth Strategies, LLC 0.19% Add +3.6% 22,661 $1.4M
Convergence Financial, LLC 0.36% New 22,567 $1.4M
Citizens Financial Group Inc. 0.03% Add +38.0% 22,468 $1.4M
Public Sector Pension Investment Board 0.01% Add +82.1% 22,460 $1.4M
Susquehanna Fundamental Investments, LLC 0.03% New 21,800 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -26.6% 21,683 $1.3M
Groupama Asset Managment 0.02% Reduce -40.5% 21,636 $1.3M
Congress Park Capital LLC 0.52% New 21,530 $1.3M
Inspire Trust Co, N.A. 0.43% Add +40.5% 21,526 $1.3M
GAM Holding AG 0.10% Reduce -0.4% 21,356 $1.3M
Empirical Finance, LLC 0.08% Reduce -7.9% 21,207 $1.3M
SVB Wealth LLC 0.03% Add +6.1% 21,138 $1.3M
Private Advisor Group, LLC 0.01% Add +16.9% 20,981 $1.3M
Elevation Point Wealth Partners, LLC 0.10% Reduce -1.9% 20,911 $1.3M
First United Bank & Trust 0.47% Reduce -0.1% 20,760 $1.3M
Regal Investment Advisors LLC 0.08% Add +72.7% 20,690 $1.2M
Nomura Holdings Inc. 0.01% Reduce -16.1% 20,652 $1.2M
Stratos Wealth Advisors, LLC 0.06% Reduce -15.0% 20,647 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -2.8% 20,451 $1.2M
Ontario Teachers Pension Plan Board 0.01% Add +11.7% 20,379 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 20,178 $1.2M
Horizon Investments, LLC 0.03% Add +94.5% 20,110 $1.2M
Shaker Investments LLC 0.52% Reduce -51.5% 19,904 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -17.5% 19,742 $1.2M
Choreo, LLC 0.02% Add +24.8% 19,789 $1.2M
Stone Run Capital, LLC 0.47% Add +22.5% 19,600 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -5.9% 19,590 $1.2M
First Trust Direct Indexing L.P. 0.07% Add +20.7% 19,099 $1.2M
Blackhawk Capital Partners, LLC 0.69% Add +2.5% 19,001 $1.1M
Wedbush Securities Inc. 0.04% Add +1.4% 18,939 $1.1M
Sunbelt Securities, Inc. 0.12% Add +4.1% 18,774 $1.1M
Gladius Capital Management LP 1.13% New 18,744 $1.1M
Fifth Third Bancorp 0.00% Add +2.9% 18,672 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.17% Add +52.1% 18,663 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +0.0% 18,529 $1.1M
SpiderRock Advisors, LLC 0.03% Add +33.8% 18,510 $1.1M
Renaissance Group LLC 0.04% Reduce -3.8% 18,506 $1.1M
Independent Advisor Alliance 0.04% Add +7.3% 18,393 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.2% 18,318 $1.1M
DB Fitzpatrick & Co, Inc 1.01% Reduce -0.6% 18,126 $1.1M
Trilogy Capital Inc. 0.06% Add +196.2% 17,983 $1.1M
United Services Automobile Association 0.03% Reduce -4.6% 17,643 $1.1M
Advisors Asset Management, Inc. 0.02% Add +1.1% 17,625 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +14.0% 17,602 $1.1M
TRUE Private Wealth Advisors 0.12% Add +0.8% 17,329 $1.0M
Hohimer Wealth Management, LLC 0.24% Add +52.1% 17,187 $1.0M
Money Concepts Capital Corp. 0.09% Add +171.4% 17,180 $1.0M
L2 Asset Management, LLC 0.31% Add +8.0% 17,001 $1.0M
MAI Capital Management 0.01% Add +6.4% 17,001 $1.0M
Valeo Financial Advisors, LLC 0.03% Add +62.9% 16,910 $1.0M
Fox Hill Wealth Management 0.62% Reduce -3.6% 16,709 $1.0M
Greenfield Savings Bank 0.51% Reduce -1.3% 16,561 $998K
Argonautica Private Wealth Management, Inc. 0.34% No change 16,500 $994K
New England Research & Management, Inc. 0.48% Add +32.3% 16,500 $994K
Birchbrook, Inc. 0.60% Add +0.5% 16,470 $993K
Enterprise Financial Services Corp 0.61% Reduce -1.4% 16,460 $992K
Cullen/Frost Bankers, Inc. 0.01% Add +3.4% 15,945 $961K
Moneta Group Investment Advisors LLC 0.01% Add +12.0% 15,635 $942K
Rwa Wealth Partners, LLC 0.01% Reduce -55.9% 15,535 $936K
JGP Wealth Management, LLC 0.13% Add +4.4% 15,503 $934K
Leelyn Smith, LLC 0.18% Add +3.5% 15,485 $933K
Mirabella Financial Services LLP 0.08% New 15,429 $930K
Capital Analysts, LLC 0.04% No change 15,329 $924K
NorthCoast Asset Management LLC 0.01% New 15,233 $918K
Signaturefd, LLC 0.02% Add +0.7% 15,196 $916K
Exchange Capital Management, Inc. 0.15% Add +7.8% 15,075 $909K
DMC Group, LLC 0.78% Add +3.9% 15,068 $908K
ORBA Wealth Advisors, L.L.C. 0.47% Reduce -0.6% 14,912 $899K
Focus Partners Advisor Solutions, LLC 0.02% New 14,857 $895K
Cornercap Investment Counsel Inc. 0.14% Reduce -10.4% 14,747 $889K
Kovack Advisors, Inc. 0.10% Add +16.7% 14,660 $884K
Blueshift Asset Management, LLC 0.30% New 14,645 $883K
Westpac Banking Corp. 0.07% Reduce -53.0% 14,578 $879K
Investment Management Corp of Ontario 0.02% Reduce -47.5% 14,501 $874K
GraniteShares Advisors LLC 0.29% Add +23.4% 14,448 $871K
Kintegral Advisory, LLC 0.08% Add +1.3% 14,441 $870K
Lion Street Advisors, LLC 0.32% Reduce -0.1% 14,309 $862K
Global Financial Private Client, LLC 0.36% Add +4.5% 14,273 $860K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.4% 14,254 $859K
Stonegate Investment Group, LLC 0.02% Add +16.3% 14,250 $859K
Apollon Wealth Management, LLC 0.03% Reduce -1.8% 14,215 $857K
Catalyst Funds Management Pty Ltd 0.23% Reduce -67.0% 14,100 $850K
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +3.7% 14,067 $848K
Orion Capital Management LLC 0.44% Add +1.3% 14,030 $846K
Groesbeck Investment Management Corp. 1.17% Add +0.9% 14,014 $845K
E Fund Management Co., Ltd. 0.05% Add +19.0% 13,867 $836K
Meeder Advisory Services, Inc. 0.06% Add +55.5% 13,839 $834K
Conestoga Capital Advisors, LLC 0.01% Reduce -10.4% 13,834 $834K
Analyst IMS Investment Management Services Ltd. 0.03% No change 13,693 $825K
Praxis Investment Management Inc. 0.06% No change 12,990 $821K
Qtron Investments LLC 0.12% No change 13,613 $820K
TD Waterhouse Canada Inc. 0.01% Reduce -74.7% 13,688 $820K
Perigon Wealth Management, LLC 0.02% Add +2.3% 13,223 $797K
Assenagon Asset Management S.A. 0.00% Reduce -7.3% 13,202 $796K
Dover Advisors, LLC 0.49% Add +55.5% 13,165 $793K
Inceptionr LLC 0.22% New 13,106 $790K
Thrive Wealth Management, LLC 0.15% Reduce -0.8% 12,948 $780K
Strategy Asset Managers LLC 0.17% Reduce -27.4% 10,221 $773K
Elevate Wealth Advisory, Inc. 0.63% New 12,793 $771K
JT Stratford LLC 0.14% Reduce -26.6% 12,734 $767K
V-Square Quantitative Management LLC 0.12% Add +5.3% 12,682 $764K
Teacher Retirement System of Texas 0.00% Reduce -23.9% 12,627 $761K
Kenora Financial, LLC 0.32% No change 12,609 $760K
Pinnacle Financial Partners Inc 0.02% Reduce -0.9% 12,598 $759K
Radnor Capital Management, LLC 0.23% No change 12,320 $743K
KPP Advisory Services LLC 0.20% Add +19.4% 12,293 $741K
Nebula Research & Development LLC 0.12% Add +195.5% 12,291 $741K
STF Management LP 0.31% Reduce -5.0% 12,264 $739K
&partners 0.03% New 12,263 $739K
DAVENPORT & Co LLC 0.00% Add +20.2% 12,223 $737K
Perpetual Ltd 0.01% New 12,210 $736K
Cypress Capital Group 0.09% Reduce -8.8% 12,101 $729K
Pallas Capital Advisors LLC 0.03% Add +300.1% 12,544 $729K
Paloma Partners Management Co 0.08% Add +286.0% 12,073 $728K
Vestcor Inc 0.02% No change 12,059 $727K
Orion Porfolio Solutions, LLC 0.01% Reduce -47.4% 12,026 $725K
Orion Portfolio Solutions, LLC 0.01% Reduce -47.4% 12,026 $725K
Raymond James Trust N.A. 0.02% Add +0.5% 11,987 $722K
Garda Capital Partners LP 0.39% New 11,929 $719K
Bison Wealth, LLC 0.12% No change 10,524 $719K
Assetmark, Inc. 0.00% Add +0.8% 11,784 $710K
Lido Advisors, LLC 0.01% Reduce -1.3% 11,742 $708K
Gateway Investment Advisers LLC 0.01% Reduce -43.9% 11,713 $706K
HBK Sorce Advisory LLC 0.02% Add +0.1% 11,635 $701K
Symmetry Partners, LLC 0.04% Reduce -7.4% 11,577 $698K
Brighton Jones LLC 0.02% Reduce -10.9% 11,429 $689K
Venture Visionary Partners LLC 0.03% Reduce -2.6% 11,397 $687K
Frank, Rimerman Advisors LLC 0.05% Add +37340.0% 11,232 $677K
Cornerstone Advisors, LLC 0.03% No change 11,200 $675K
Sequoia Financial Advisors, LLC 0.01% Reduce -5.6% 11,138 $671K
Wealth Quarterback LLC 0.38% Add +2.8% 11,070 $667K
UNIVEST FINANCIAL Corp 0.18% Add +52.3% 10,967 $661K
Mainstay Capital Management LLC 0.12% Add +20.0% 10,950 $660K
Integrated Wealth Concepts LLC 0.01% Reduce -2.0% 10,917 $658K
Transform Wealth, LLC 0.05% Reduce -91.9% 10,861 $655K
Axq Capital, LP 0.15% Reduce -21.4% 10,850 $654K
Clare Market Investments LLC 0.18% Reduce -9.3% 10,802 $651K
Larson Financial Group LLC 0.04% New 10,668 $643K
NorthRock Partners, LLC 0.02% Add +1.3% 10,660 $642K
Principal Securities, Inc. 0.02% Add +28.9% 10,618 $640K
Werlinich Asset Management, LLC 0.40% Add +1.7% 10,650 $639K
Applied Finance Capital Management, LLC 0.03% New 10,603 $639K
Duncan Williams Asset Management, LLC 0.54% Add +24.0% 10,598 $639K
Wealth Alliance Advisory Group, LLC 0.14% No change 10,550 $636K
Coldstream Capital Management Inc. 0.02% Reduce -9.7% 10,518 $634K
Systematic Alpha Investments, LLC 0.02% No change 10,360 $624K
Fiduciary Trust Co 0.01% Reduce -1.0% 10,318 $622K
FLC Capital Advisors 0.15% Reduce -1.6% 10,305 $621K
Accurate Wealth Management, LLC 0.15% Add +1.5% 10,269 $615K
Abn Amro Investment Solutions 0.01% Add +231.1% 10,197 $615K
Patron Partners, LLC 0.36% Add +1.1% 10,158 $612K
Keybank National Association 0.00% Add +8.4% 10,134 $611K
HB Wealth Management, LLC 0.01% Add +34.3% 10,099 $609K
StoneX Group Inc. 0.05% Add +58.9% 10,056 $606K
Beacon Investment Advisors LLC 0.31% No change 10,020 $604K
XTX Topco Ltd 0.05% Reduce -32.3% 10,005 $603K
Inspire Advisors, LLC 0.08% Add +10.8% 9,852 $594K
Blue Trust, Inc. 0.01% Add +74.3% 8,672 $592K
GAMMA Investing LLC 0.08% Reduce -2.4% 9,763 $588K
Wealthcare Advisory Partners LLC 0.02% Reduce -2.8% 9,756 $588K
Hantz Financial Services, Inc. 0.01% Reduce -6.2% 9,685 $584K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +120.9% 9,500 $573K
Quadrant Capital Group LLC 0.04% Reduce -0.8% 9,409 $567K
Sherbrooke Park Advisers LLC 0.10% New 9,377 $565K
Willner & Heller, LLC 0.54% No change 9,362 $564K
Ostrum Asset Management 0.05% Add +118.0% 9,356 $564K
Great Lakes Advisors, LLC 0.00% Reduce -9.3% 9,232 $556K
Glenview Trust Co 0.01% Reduce -0.8% 9,085 $548K
Cascade Investment Group, Inc. 0.43% Reduce -3.2% 9,075 $547K
Greenleaf Trust 0.01% Reduce -2.3% 9,071 $547K
Stoneridge Investment Partners LLC 0.20% New 8,876 $535K
Petrus Trust Company, LTA 0.05% New 8,790 $530K
Schechter Investment Advisors, LLC 0.04% Reduce -5.4% 8,586 $517K
Paces Ferry Wealth Advisors, LLC 0.31% No change 8,529 $514K
Bell Bank 0.04% New 8,434 $508K
Zhang Financial LLC 0.04% No change 8,431 $508K
Donoghue Forlines LLC 0.14% Add +5.5% 8,372 $505K
Townsquare Capital LLC 0.01% Add +5.2% 8,353 $503K
Algert Global LLC 0.02% New 8,336 $502K
Bleakley Financial Group, LLC 0.01% Add +1.5% 8,260 $498K
Simplicity Wealth,LLC 0.01% Add +2.1% 8,260 $498K
Compound Planning, Inc. 0.04% Add +19.0% 8,235 $496K
Gsa Capital Partners LLP 0.03% Reduce -1.1% 8,230 $496K
M Holdings Securities, Inc. 0.06% New 8,177 $493K
Salem Investment Counselors Inc. 0.02% No change 8,145 $491K
Atticus Wealth Management, LLC 0.16% Reduce -0.8% 8,140 $491K
TruWealth Advisors, LLC 0.03% Add +10.3% 8,086 $487K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.8% 7,952 $479K
ABN AMRO Bank N.V. 0.01% Reduce -62.5% 7,851 $476K
Cary Street Partners Investment Advisory LLC 0.02% Add +166.4% 7,893 $476K
Wesbanco Bank Inc. 0.02% Reduce -2.1% 7,835 $472K
Vise Technologies, Inc. 0.08% Reduce -1.9% 7,812 $471K
Quantum Private Wealth, LLC 0.17% No change 7,805 $470K
AlphaQuest LLC 0.06% Add +40857.9% 7,782 $469K
CX Institutional 0.02% Add +2.8% 7,780 $469K
Kaydan Wealth Management, Inc. 0.17% No change 7,772 $468K
Symphony Financial, Ltd. Co. 0.09% Add +30.2% 7,795 $468K
Parcion Private Wealth LLC 0.04% Add +23.3% 7,673 $462K
Catalyst Capital Advisors LLC 0.01% Add +955.0% 7,628 $460K
Forum Financial Management, LP 0.01% Add +0.4% 7,552 $455K
Parallel Advisors, LLC 0.01% Add +2.0% 7,504 $452K
NTV Asset Management LLC 0.06% No change 7,500 $452K
Trust Asset Management LLC 0.04% No change 7,462 $450K
Oxford Asset Management LLP 0.44% New 7,352 $443K
Capital Market Strategies LLC 0.28% Reduce -6.4% 7,322 $441K
Unique Wealth Strategies, LLC 0.21% No change 6,450 $441K
Roberts Glore & Co. Inc. 0.13% Add +113.1% 7,160 $432K
iSAM Funds (UK) Ltd 0.32% New 7,136 $430K
Jackson Creek Investment Advisors LLC 0.16% Reduce -1.2% 7,142 $430K
Avitas Wealth Management LLC 0.06% Reduce -21.6% 7,117 $429K
Harbor Capital Advisors, Inc. 0.03% Add +0.3% 7,052 $425K
Ballentine Partners, LLC 0.01% Add +1.5% 6,987 $421K
Mattson Financial Services, LLC 0.15% — 6,948 $419K
Azimuth Capital Investment Management LLC 0.02% No change 6,910 $416K
Gerber, LLC 0.33% No change 6,875 $414K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Reduce -3.8% 6,855 $413K
Mather Group, Llc. 0.01% Add +57.0% 6,035 $412K
Fielder Capital Group LLC 0.16% Add +5.8% 6,815 $411K
JPL Wealth Management, LLC 0.20% Add +5.1% 6,792 $409K
Cigna Investments Inc. 0.08% Reduce -1.1% 6,799 $409K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -56.1% 6,780 $409K
Cynosure Group, LLC 0.07% Add +26.8% 6,774 $408K
Meiji Yasuda Life Insurance Co 0.01% Reduce -37.6% 6,760 $407K
Sigma Planning Corp 0.01% Reduce -6.8% 6,728 $406K
Freestone Capital Holdings, LLC 0.01% Add +0.5% 6,635 $400K
Evergreen Capital Management LLC 0.01% Add +5.8% 6,571 $396K
GEM Asset Management, LLC 0.24% No change 6,525 $393K
Forte Capital LLC 0.05% No change 6,525 $393K
Deerfield Management Company, L.P. 0.01% Reduce -28.1% 6,484 $391K
Buckingham Strategic Wealth, LLC 0.00% Add +20.3% 6,474 $390K
Permanent Capital Management, LP 0.08% — 3,647 $386K
Wealthspire Advisors, LLC 0.00% Reduce -2.4% 6,393 $385K
Kestra Private Wealth Services, LLC 0.01% Reduce -45.3% 6,373 $384K
Retirement Planning Group, LLC 0.02% New 6,351 $383K
Fifth Third Wealth Advisors LLC 0.03% New 6,223 $375K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -22.9% 6,186 $373K
Avestar Capital, LLC 0.04% Add +15.8% 6,142 $370K
Benchmark Investment Advisors LLC 0.27% Reduce -55.6% 6,094 $367K
Arete Wealth Advisors, LLC 0.03% New 6,058 $366K
Belpointe Asset Management LLC 0.03% Reduce -78.3% 6,052 $365K
State of Wyoming 0.06% New 6,032 $364K
UMB Bank, n.a. 0.01% Add +3.8% 5,981 $360K
Carmignac Gestion 0.01% Reduce -71.9% 5,952 $359K
Ramirez Asset Management, Inc. 0.07% No change 5,887 $355K
Lake Street Advisors Group, LLC 0.02% Add +8.7% 5,873 $354K
Stephens Inc. 0.01% Add +2.1% 5,870 $354K
Park Avenue Securities LLC 0.00% Reduce -15.0% 5,814 $350K
X-Square Capital, LLC 0.13% Add +3.1% 5,798 $349K
FNY Investment Advisers, LLC 0.24% New 5,770 $347K
Proficio Capital Partners LLC 0.04% Add +0.1% 5,734 $346K
Snowden Capital Advisors LLC 0.01% Reduce -16.0% 5,733 $346K
Capital Investment Counsel, Inc 0.05% No change 5,672 $342K
First National Trust Co 0.01% Reduce -45.4% 5,653 $341K
Delta Investment Management, LLC 0.07% Reduce -2.9% 5,642 $340K
Dark Forest Capital Management LP 0.06% Add +46.6% 5,639 $340K
Bordeaux Wealth Advisors LLC 0.06% Add +0.5% 5,630 $339K
KG Capital Management 0.12% New 5,625 $339K
Moneco Advisors, LLC 0.05% Add +7.8% 5,621 $339K
Level Four Advisory Services, LLC 0.02% New 5,617 $339K
Ceeto Capital Group, LLC 0.13% Reduce -63.4% 5,550 $335K
Curated Wealth Partners LLC 0.05% — 5,534 $334K
Summit Trail Advisors, LLC 0.01% Add +30.4% 5,462 $329K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -10.3% 5,436 $328K
HHM Wealth Advisors, LLC 0.05% Add +5.2% 5,383 $324K
Main Street Financial Solutions, LLC 0.03% Reduce -52.6% 5,358 $323K
Brookstone Capital Management 0.01% Reduce -77.7% 5,460 $323K
Syon Capital LLC 0.03% Add +0.6% 5,348 $322K
Aptus Capital Advisors, LLC 0.01% Add +16.4% 5,344 $322K
Pennsylvania Capital Management Inc. 0.12% No change 5,265 $317K
Allworth Financial LP 0.00% Reduce -5.5% 5,405 $316K
My Legacy Advisors, LLC 0.10% Add +1.3% 5,229 $315K
Archford Capital Strategies, LLC 0.05% Add +11.0% 5,224 $315K
Birchcreek Wealth Management, LLC 0.18% No change 5,170 $312K
TD Capital Management LLC 0.03% No change 5,165 $311K
MQS Management LLC 0.19% New 5,152 $311K
Valley Wealth Managers, Inc. 0.02% Reduce -8.0% 5,144 $310K
Thoroughbred Financial Services, LLC 0.02% New 5,155 $310K
J.W. Cole Advisors, Inc. 0.01% New 5,114 $308K
Mandatum Life Insurance Co Ltd 0.10% No change 5,097 $307K
Versor Investments LP 0.06% Reduce -1.8% 5,082 $306K
Prospera Financial Services Inc 0.01% Add +2.1% 5,069 $305K
Acorn Wealth Advisors, LLC 0.15% Add +0.1% 5,064 $305K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -91.3% 5,037 $304K
Garde Capital, Inc. 0.02% No change 5,025 $303K
Investment Advisory Group, LLC 0.12% Reduce -0.1% 5,026 $303K
Resolute Wealth Strategies, LLC 0.17% No change 5,000 $301K
Aristides Capital LLC 0.13% New 5,000 $301K
FineMark National Bank & Trust 0.01% Reduce -2.8% 4,993 $301K
Masso Torrence Wealth Management Inc. 0.17% Add +7.2% 4,988 $301K
Intrua Financial, LLC 0.05% Add +30.1% 4,987 $301K
Gladstone Institutional Advisory LLC 0.02% Reduce -7.3% 4,976 $300K
IHT Wealth Management, LLC 0.01% Reduce -6.7% 4,962 $299K
Regions Financial Corp. 0.00% Reduce -2.5% 4,961 $299K
Yorktown Management & Research Co Inc 0.32% No change 4,950 $298K
Morningstar Investment Services LLC 0.00% Add +5.1% 4,947 $297K
Tiaa Trust, National Association 0.00% Reduce -21.8% 4,889 $295K
Brown Financial Advisors 0.13% — 4,860 $293K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -6.3% 4,814 $290K
Personal Cfo Solutions, LLC 0.04% Reduce -19.5% 4,739 $286K
Lanark Financial, Inc. 0.03% Reduce -5.9% 4,698 $283K
Altshuler Shaham Ltd 0.01% Reduce -83.3% 4,661 $281K
Sandy Spring Bank 0.01% No change 4,625 $279K
Connecticut Wealth Management, LLC 0.01% Add +0.2% 4,601 $277K
Moloney Securities Asset Management, LLC 0.04% Add +10.2% 4,595 $277K
China Universal Asset Management Co., Ltd. 0.04% Reduce -67.1% 4,593 $277K
Summit Financial, LLC 0.01% New 4,593 $277K
Capital Advisory Group Advisory Services, LLC 0.12% No change 4,545 $274K
Rovin Capital /Ut/ 0.11% Add +8.0% 4,529 $273K
Catalyst Financial Partners LLC 0.06% Reduce -1.4% 4,436 $267K
Ethos Financial Group, LLC 0.05% New 4,088 $267K
Tudor Investment Corporation 0.00% Reduce -96.6% 4,423 $267K
Rehmann Capital Advisory Group 0.02% Reduce -19.0% 4,362 $263K
Mendel Money Management 0.12% Add +33.9% 4,355 $262K
Strengthening Families & Communities, LLC 0.08% Add +5009.4% 4,343 $262K
AdvisorNet Financial, Inc 0.02% Reduce -1.2% 4,341 $262K
Great Valley Advisor Group, Inc. 0.01% Reduce -21.9% 4,340 $261K
Wedmont Private Capital 0.02% Add +4.0% 4,362 $260K
Mutual Advisors, LLC 0.01% New 4,499 $258K
Mission Wealth Management, LP 0.01% Reduce -26.0% 4,255 $256K
Conning Inc. 0.01% Add +11.2% 4,246 $256K
Farther Finance Advisors, LLC 0.01% Add +33.2% 4,256 $255K
TD Private Client Wealth LLC 0.01% Reduce -45.0% 4,212 $254K
Rice Partnership, LLC 0.05% Reduce -13.5% 4,161 $251K
Stevard, LLC 0.22% No change 4,150 $250K
Lifestyle Asset Management, Inc. 0.14% Add +25.5% 4,072 $245K
Heritage Wealth Advisors 0.01% No change 4,057 $245K
Brooklyn Investment Group 0.10% No change 3,569 $242K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Reduce -10.1% 4,000 $241K
Exchange Traded Concepts, LLC 0.01% Reduce -77.8% 3,989 $240K
Investment Partners Asset Management, Inc. 0.21% Add +16.0% 3,984 $240K
DF Dent & Co. Inc. 0.00% No change 3,953 $238K
Concurrent Investment Advisors, LLC 0.01% Add +7.4% 3,928 $237K
Graham Capital Management, L.P. 0.01% New 3,926 $237K
Focus Financial Network, Inc. 0.01% Reduce -10.0% 3,983 $235K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 3,846 $232K
Capital Investment Advisory Services, LLC 0.02% New 3,842 $232K
Massachusetts Financial Services Co. 0.00% Reduce -4.3% 3,827 $231K
WASHINGTON TRUST Co 0.01% No change 3,825 $231K
River Street Advisors LLC 0.14% No change 3,805 $229K
RMR Wealth Builders 0.03% Reduce -11.5% 3,756 $226K
Gallacher Capital Management LLC 0.12% New 3,752 $226K
Alpha Family Trust 0.13% New 3,745 $226K
Truvestments Capital LLC 0.09% Add +21.0% 3,734 $225K
Verus Capital Partners, LLC 0.02% Reduce -18.3% 3,713 $224K
Journey Strategic Wealth LLC 0.01% Add +14.8% 3,699 $223K
Choate Investment Advisors 0.01% Reduce -3.7% 3,685 $222K
Independence Bank of Kentucky 0.06% Reduce -34.2% 3,680 $222K
Philadelphia Trust Co. 0.02% No change 3,650 $220K
OneDigital Investment Advisors LLC 0.00% Add +11.4% 3,641 $219K
Tandem Wealth Advisors LLC 0.12% No change 3,624 $218K
CENTRAL TRUST Co 0.01% Add +35.4% 3,614 $218K
Ritholtz Wealth Management 0.01% Reduce -0.3% 3,590 $216K
Loomis Sayles & Co. L P 0.00% No change 3,587 $216K
Checchi Capital Advisers, LLC 0.02% No change 3,582 $216K
Axiom Advisory, LLC 0.00% New 3,465 $215K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.4% 3,571 $215K
Graypoint LLC 0.01% Add +17.2% 3,565 $215K
Lodestone Wealth Management LLC 0.11% Add +6.3% 3,518 $212K
SYM FINANCIAL Corp 0.03% New 3,508 $211K
Waddell & Associates, LLC 0.03% No change 3,500 $211K
Insigneo Advisory Services, LLC 0.02% Add +16.9% 3,804 $211K
Clarius Group, LLC 0.01% Reduce -5.4% 3,496 $211K
Juncture Wealth Strategies, LLC 0.09% Reduce -74.1% 3,494 $211K
Brown Brothers Harriman & Co. 0.00% No change 3,480 $210K
PDS Planning, Inc 0.02% Add +18.3% 3,464 $209K
Freedom Investment Management, Inc. 0.02% No change 3,447 $208K
International Assets Investment Management, LLC 0.02% Reduce -19.6% 3,419 $206K
Elevatus Welath Management 0.08% Add +2.5% 3,417 $206K
Pinnacle Associates Ltd. 0.00% Reduce -1.9% 3,398 $205K
Inscription Capital, LLC 0.03% New 3,390 $204K
Sheets Smith Wealth Management 0.02% Add +4.6% 3,387 $204K
Marex Group Ltd 0.01% New 3,337 $201K
CI Investments Inc. 0.00% Reduce -15.7% 3,291 $198K
Fairfield Financial Advisors, LTD 0.06% — 3,220 $194K
Plante Moran Financial Advisors, LLC 0.02% No change 3,205 $193K
Plato Investment Management Ltd 0.02% No change 3,138 $189K
Trifecta Capital Advisors, LLC 0.04% No change 2,876 $173K
Duncker Streett & Co. Inc. 0.03% No change 2,875 $173K
Trust Co. of Vermont 0.01% Reduce -1.6% 2,857 $172K
Sentry Investment Management LLC 0.08% Reduce -17.0% 2,821 $170K
Hanson & Doremus Investment Management 0.03% Reduce -1.0% 2,825 $170K
Central Pacific Bank - Trust Division 0.02% No change 2,800 $169K
Creative Financial Designs Inc. 0.01% Reduce -6.8% 2,730 $165K
Acropolis Investment Management, LLC 0.01% Add +10.1% 2,725 $164K
Global Retirement Partners, LLC 0.01% Add +25.0% 2,699 $163K
NFSG Corp 0.06% Reduce -45.6% 2,580 $155K
Hexagon Capital Partners LLC 0.03% Reduce -6.4% 2,563 $154K
Montag A & Associates Inc. 0.01% No change 2,515 $152K
Smithfield Trust Co 0.01% Reduce -10.3% 2,365 $142K
MV Capital Management, Inc. 0.02% Add +0.2% 2,350 $142K
Covestor Ltd 0.09% Reduce -5.3% 2,219 $133K
Quent Capital, LLC 0.01% No change 2,183 $132K
Accordant Advisory Group Inc 0.13% No change 2,167 $131K
GPS Wealth Strategies Group, LLC 0.02% No change 2,155 $130K
Huntington National Bank 0.00% Add +17.1% 2,137 $129K
Frazier Financial Advisors, LLC 0.10% No change 2,125 $128K
Arax Advisory Partners 0.01% Add +8048.0% 2,037 $123K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.9% 2,037 $123K
Dynamic Wealth Strategies, LLC 0.10% Add +37.1% 2,022 $122K
Alta Advisers Ltd 0.06% No change 2,000 $121K
EntryPoint Capital, LLC 0.06% Add +4.3% 1,994 $120K
Cromwell Holdings LLC 0.07% — 1,828 $110K
Clearstead Advisors, LLC 0.00% Add +2.6% 1,803 $109K
Crewe Advisors LLC 0.01% Add +12.2% 1,800 $108K
Fairscale Capital, LLC 0.09% — 1,749 $104K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.1% 1,670 $101K
Tobam 0.02% Reduce -48.1% 1,644 $99K
Financial Avengers, Inc. 0.05% No change 1,500 $90K
Smartleaf Asset Management LLC 0.01% Add +49.3% 1,481 $89K
Lindbrook Capital, LLC 0.01% Reduce -8.6% 1,473 $89K
Benjamin F. Edwards & Company, Inc. 0.00% Add +190.4% 1,452 $87K
Toth Financial Advisory Corp. 0.01% No change 1,370 $83K
Halpern Financial, Inc. 0.02% Reduce -10.3% 1,300 $78K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.7% 1,300 $78K
Global Trust Asset Management, LLC 0.03% No change 1,250 $75K
Ibex Wealth Advisors 0.01% Reduce -70.2% 1,247 $75K
Centiva Capital, LP 0.00% Reduce -71.2% 1,210 $73K
Provenance Wealth Advisors, LLC 0.01% No change 1,200 $72K
Caption Management, LLC 0.01% Reduce -90.7% 1,200 $72K
Erste Asset Management GmbH 0.00% Reduce -97.3% 1,200 $72K
Parkside Financial Bank & Trust 0.01% Add +3.8% 1,185 $71K
Harbour Investments, Inc. 0.00% Reduce -6.7% 1,154 $70K
Caldwell Trust Co 0.01% No change 1,125 $68K
Evergreen Private Wealth LLC 0.03% Add +0.2% 1,124 $68K
McIlrath & Eck, LLC 0.01% No change 1,117 $67K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.4% 1,116 $67K
Avalon Trust Co 0.01% No change 1,115 $67K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -35.0% 1,112 $67K
Compass Wealth Management LLC 0.02% New 1,095 $66K
First Pacific Financial 0.02% No change 1,067 $64K
Ancora Advisors LLC 0.00% Reduce -10.0% 1,037 $63K
United Community Bank 0.03% No change 1,029 $62K
Natixis Investment Managers International 0.00% No change 1,002 $60K
North Star Investment Management Corp. 0.00% No change 935 $56K
CVA Family Office, LLC 0.01% Add +20.7% 926 $56K
Rothschild Investment LLC 0.00% Add +9.8% 921 $56K
Hartford Financial Management Inc. 0.01% Add +2.7% 912 $55K
Core Alternative Capital 0.01% No change 845 $51K
Private Trust Co. NA 0.01% Reduce -35.0% 817 $49K
SOA Wealth Advisors, LLC. 0.01% No change 805 $49K
JFS Wealth Advisors, LLC 0.00% Reduce -1.3% 781 $47K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +14.4% 770 $46K
Financial Freedom, LLC 0.03% No change 760 $46K
DT Investment Partners, LLC 0.00% Add +539.0% 671 $40K
Versant Capital Management, Inc 0.01% Add +61.2% 627 $38K
Bell Investment Advisors, Inc 0.01% No change 625 $38K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.6% 639 $37K
Chilton Capital Management LLC 0.00% Reduce -10.9% 610 $37K
Creekmur Asset Management LLC 0.01% Add +19.0% 595 $36K
Caitlin John, LLC 0.03% Reduce -46.0% 570 $34K
Oakworth Capital, Inc. 0.00% New 545 $33K
Capital Advisors, Ltd. LLC 0.00% Add +5.5% 533 $32K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -55.0% 530 $31K
Atwood & Palmer Inc. 0.00% No change 500 $30K
Planning Capital Management Corp 0.02% No change 490 $30K
Edmond DE Rothschild Holding S.A. 0.00% New 472 $28K
Farmers & Merchants Investments Inc. 0.00% No change 460 $28K
Optiver Holding B.V. 0.00% New 453 $27K
Key Financial Inc 0.01% No change 435 $26K
Venturi Wealth Management, LLC 0.00% Add +70.9% 434 $26K
Nemes Rush Group LLC 0.00% Reduce -47.2% 420 $25K
Olistico Wealth, LLC 0.02% Reduce -87.1% 416 $25K
Quarry LP 0.01% Reduce -50.7% 396 $24K
Evolution Advisers, Inc. 0.01% No change 390 $23K
Grove Bank & Trust 0.00% Reduce -12.7% 378 $23K
Rise Advisors, LLC 0.01% No change 377 $23K
Winthrop Capital Management, LLC 0.01% No change 369 $22K
Colonial Trust Co / SC 0.00% No change 357 $22K
Meeder Asset Management Inc. 0.00% Add +21.0% 357 $22K
Asset Dedication, LLC 0.00% New 349 $21K
Rakuten Securities, Inc. 0.01% Reduce -19.3% 330 $20K
Bfsg, LLC 0.00% No change 325 $20K
FinTrust Capital Advisors, LLC 0.00% Add +21.1% 315 $19K
Operose Advisors LLC 0.01% No change 300 $18K
Bogart Wealth, LLC 0.00% No change 300 $18K
Mfa Wealth Advisors, LLC 0.00% New 298 $18K
Great Lakes Retirement, Inc. 0.00% New 297 $18K
Stephens Consulting, LLC 0.01% No change 295 $18K
Janiczek Wealth Management, LLC 0.00% Reduce -34.6% 291 $18K
Redwood Wealth Management Group, LLC 0.01% New 290 $17K
GW&K Investment Management, LLC 0.00% Add +17.7% 266 $16K
Tacita Capital Inc 0.01% No change 261 $16K
Flputnam Investment Management Co. 0.00% Reduce -92.1% 250 $15K
Resources Management Corp. /CT/ 0.00% No change 250 $15K
LGT Financial Advisors LLC 0.03% No change 245 $15K
Naples Money Management LLC 0.01% No change 238 $14K
Private Wealth Management Group, LLC 0.01% Add +31.1% 236 $14K
C M Bidwell & Associates Ltd. 0.01% No change 225 $14K
Elevation Wealth Partners, LLC 0.01% No change 225 $14K
CGC Financial Services, LLC 0.01% No change 225 $14K
Castleview Partners, LLC 0.01% Add +20.5% 223 $13K
Whittier Trust Co. 0.00% Reduce -25.4% 220 $13K
Nvwm, LLC 0.00% Reduce -1.4% 218 $13K
WR Wealth Planners, LLC 0.00% Add +231.8% 209 $13K
Jamison Private Wealth Management, Inc. 0.00% No change 205 $12K
ORG Partners LLC 0.00% Add +861.9% 202 $12K
Raleigh Capital Management Inc. 0.00% Add +27.6% 185 $11K
Wolff Wiese Magana LLC 0.01% Reduce -91.3% 184 $11K
Fortitude Family Office, LLC 0.01% No change 182 $11K
Abound Wealth Management 0.00% Add +15.5% 179 $11K
Prestige Wealth Management Group LLC 0.00% No change 176 $11K
Baldwin Wealth Partners LLC 0.00% No change 171 $10K
GHP Investment Advisors, Inc. 0.00% New 167 $10K
Beacon Capital Management, LLC 0.00% Reduce -80.4% 165 $10K
Abich Financial Wealth Management LLC 0.01% Add +50.0% 156 $9K
Valley National Advisers Inc. 0.00% Add +88.2% 160 $9K
Avior Wealth Management, LLC 0.00% Reduce -70.5% 144 $9K
Archer Investment Corp 0.00% No change 130 $8K
Princeton Global Asset Management LLC 0.00% No change 130 $8K
TFC Financial Management, Inc. 0.00% Reduce -2.3% 126 $8K
Bellevue Asset Management, LLC 0.00% No change 125 $8K
Scarborough Advisors, LLC 0.00% No change 120 $7K
Wetzel Investment Advisors, Inc. 0.00% No change 105 $7K
American Capital Advisory, LLC 0.01% No change 120 $7K
Opal Wealth Advisors, LLC 0.00% New 115 $7K
Atlas Capital Advisors Inc. 0.00% No change 115 $7K
Zions Bancorporation, N.A. 0.00% Add +34.1% 110 $7K
Glen Eagle Advisors, LLC 0.00% No change 100 $6K
Summit Securities Group LLC 0.00% New 101 $6K
Park Place Capital Corp 0.00% Reduce -92.0% 98 $6K
Arlington Trust Co LLC 0.00% Reduce -91.4% 88 $5K
WealthCollab, LLC 0.00% Add +134.3% 82 $5K
RFP Financial Group LLC 0.00% Reduce -89.9% 80 $5K
Moser Wealth Advisors, LLC 0.00% No change 75 $5K
Raffa Wealth Management, LLC 0.00% No change 75 $5K
LRI Investments, LLC 0.00% No change 75 $5K
Fairway Wealth LLC 0.00% New 70 $4K
Dunhill Financial, LLC 0.00% Add +28.0% 64 $4K
Concord Wealth Partners 0.00% Reduce -94.5% 58 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -59.1% 56 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.9% 51 $3K
New England Capital Financial Advisors LLC 0.00% No change 50 $3K
City State Bank 0.00% No change 50 $3K
JNBA Financial Advisors 0.00% No change 50 $3K
Adirondack Trust Co. 0.00% No change 50 $3K
Avion Wealth 0.00% Add +3.1% 66 $3K
Valued Wealth Advisors LLC 0.00% Add +44.1% 49 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 48 $3K
Triad Wealth Partners, LLC 0.00% New 47 $3K
MCF Advisors LLC 0.00% No change 45 $3K
Sound Income Strategies, LLC 0.00% No change 45 $3K
Strategic Financial Concepts, LLC 0.00% New 26,428 $3K
1832 Asset Management L.P. 0.00% Reduce -77.2% 37 $2K
Financial Network Wealth Advisors LLC 0.00% New 35 $2K
Private Ocean, LLC 0.00% New 35 $2K
SJS Investment Consulting Inc. 0.00% No change 33 $2K
Sachetta, LLC 0.00% Reduce -10.5% 34 $2K
Tortoise Investment Management, LLC 0.00% No change 30 $2K
ICA Group Wealth Management, LLC 0.00% Reduce -99.2% 29 $2K
Ruedi Wealth Management, Inc. 0.00% New 25 $2K
TruNorth Capital Management, LLC 0.00% No change 25 $2K
Balefire, LLC 0.00% Add +15.0% 23 $1K
Pineridge Advisors LLC 0.00% No change 23 $1K
Global Wealth Strategies & Associates 0.00% No change 22 $1K
True Wealth Design, LLC 0.00% Add +29.4% 22 $1K
Carmichael Hill & Associates, Inc. 0.00% No change 21 $1K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 20 $1K
SWAN Capital LLC 0.00% New 18 $1K
Financial Management Professionals, Inc. 0.00% No change 10 $1K
Cornerstone Planning Group LLC 0.00% Add +1700.0% 18 $998
Carolinas Wealth Consulting LLC 0.00% No change 15 $905
New Millennium Group LLC 0.00% New 15 $904
Cassady Schiller Wealth Management, LLC 0.00% No change 15 $904
Riggs Asset Managment Co. Inc. 0.00% Add +16.7% 14 $844
Transcendent Capital Group LLC 0.00% New 11 $663
Delta Asset Management LLC 0.00% No change 10 $603
Tucker Asset Management LLC 0.00% Reduce -99.4% 10 $603
Continuum Advisory, LLC 0.00% No change 8 $482
ClariVest Asset Management LLC 0.00% No change 7 $420
Laurel Wealth Advisors LLC 0.00% No change 5 $302
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $302
Cherry Tree Wealth Management, LLC 0.00% No change 5 $302
Painted Porch Advisors LLC 0.00% New 5 $301
WestEnd Advisors, LLC 0.00% No change 4 $241
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 5 $0

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