FortisFTS
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 290 institutions reported holding Fortis Inc. (FTS) in their 13F filings, up 15 from Q2 2024. 32 opened new positions and 17 sold out. The largest holders were Royal Bank of Canada ($1.3B), Bank of Montreal ($1.2B) and FIL Ltd ($1.1B). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Fortis Inc.
- CUSIP
- 349553107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $100.7M |
| Exits | 17 | $15.9M |
All 13F filers, Q2 2024 → Q3 2024: 12,848,008 shares bought and 11,961,759 shares sold, net +886,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Royal Bank of Canada | 0.30% | Reduce -1.5% | 29,517,250 | $1.3B |
| Bank of Montreal | 0.56% | Reduce -0.6% | 26,241,594 | $1.2B |
| FIL Ltd | 1.02% | Add +12.6% | 24,745,368 | $1.1B |
| Vanguard Group Inc. | 0.02% | Add +3.0% | 21,358,602 | $970.4M |
| TD Asset Management Inc | 0.49% | Reduce -0.5% | 12,092,895 | $552.2M |
| Beutel, Goodman & Co Ltd. | 2.02% | Reduce -2.7% | 9,021,648 | $410.4M |
| 1832 Asset Management L.P. | 0.69% | Reduce -1.8% | 9,030,342 | $410.3M |
| Cibc World Market Inc. | 0.91% | Add +12.1% | 8,841,427 | $401.8M |
| Scotia Capital Inc. | 2.14% | Add +0.9% | 8,818,270 | $400.4M |
| Bank of Nova Scotia | 0.77% | Reduce -9.6% | 8,322,156 | $378.2M |
| Mackenzie Financial Corp. | 0.39% | Reduce -2.5% | 6,167,681 | $280.2M |
| Legal & General Group Plc | 0.07% | Reduce -1.7% | 6,054,575 | $275.4M |
| Toronto Dominion Bank | 0.45% | Reduce -38.2% | 5,605,721 | $254.7M |
| National Bank of Canada | 0.31% | Add +21.8% | 5,190,336 | $235.8M |
| TD Waterhouse Canada Inc. | 1.54% | Add +3.9% | 4,214,231 | $189.1M |
| CIBC Asset Management Inc | 0.58% | Reduce -0.3% | 3,926,958 | $178.8M |
| Norges Bank | 0.02% | Add +4.2% | 3,901,732 | $177.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.83% | Add +15.7% | 3,747,036 | $170.2M |
| Public Sector Pension Investment Board | 0.83% | No change | 3,372,362 | $153.4M |
| Manufacturers Life Insurance Company, The | 0.13% | Add +0.7% | 3,126,939 | $142.2M |
| Bank of America Corp. | 0.01% | Add +33.5% | 3,016,168 | $137.1M |
| Clearbridge Investments, LLC | 0.11% | Reduce -1.8% | 2,960,705 | $134.5M |
| JPMorgan Chase & Co. | 0.01% | Add +9.5% | 2,890,184 | $131.3M |
| Canada Pension Plan Investment Board | 0.11% | Add +21.4% | 2,600,483 | $118.3M |
| Geode Capital Management, LLC | 0.01% | Add +10.3% | 2,404,404 | $111.8M |
| Morgan Stanley | 0.01% | Reduce -17.9% | 2,079,078 | $94.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -49.9% | 2,058,409 | $93.5M |
| Amundi | 0.03% | Add +41.9% | 1,594,038 | $76.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | New | 1,565,235 | $71.1M |
| Swiss National Bank | 0.04% | Add +0.8% | 1,490,882 | $67.8M |
| Renaissance Technologies | 0.10% | Reduce -25.6% | 1,447,752 | $65.8M |
| Alberta Investment Management Corp | 0.58% | Reduce -5.1% | 1,401,956 | $63.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.8% | 1,352,485 | $61.5M |
| Invesco Ltd. | 0.01% | Reduce -12.5% | 1,298,115 | $59.0M |
| Federation des caisses Desjardins du Quebec | 0.26% | Add +0.8% | 1,169,766 | $53.2M |
| First Trust Advisors LP | 0.05% | Reduce -8.2% | 1,133,006 | $51.5M |
| BlackRock, Inc. | 0.00% | — | 1,057,128 | $48.0M |
| QV Investors Inc. | 4.08% | Reduce -0.3% | 1,014,263 | $46.1M |
| Duff & Phelps Investment Management Co. | 0.51% | No change | 981,900 | $44.7M |
| Aviva PLC | 0.12% | Reduce -0.2% | 969,435 | $44.1M |
| Cidel Asset Management Inc. | 3.00% | Add +19.1% | 932,266 | $42.4M |
| Fiera Capital Corp | 0.12% | Add +0.8% | 865,257 | $39.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Reduce -2.9% | 866,167 | $39.4M |
| Guardian Capital LP | 1.27% | Reduce -15.7% | 760,185 | $34.6M |
| Deutsche Bank AG | 0.01% | Add +28.3% | 752,901 | $34.2M |
| Maryland State Retirement & Pension System | 0.59% | Add +2.8% | 615,819 | $28.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +2.1% | 565,068 | $25.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +12.1% | 548,669 | $24.9M |
| Caledonia Investments PLC | 2.63% | No change | 526,700 | $23.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -38.9% | 513,055 | $23.3M |
| HSBC Holdings PLC | 0.01% | Add +186.1% | 498,092 | $22.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 497,154 | $22.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -41.3% | 490,195 | $22.3M |
| Northwest & Ethical Investments L.P. | 0.56% | Add +0.2% | 462,831 | $21.0M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -1.3% | 462,321 | $21.0M |
| Voloridge Investment Management, LLC | 0.07% | Add +10.4% | 448,321 | $20.4M |
| Mufg Securities (canada), LTD. | 0.89% | Add +68.4% | 439,500 | $20.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.7% | 435,933 | $19.8M |
| Point72 Europe (London) LLP | 1.51% | Add +413.6% | 395,474 | $18.0M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -11.2% | 377,359 | $17.3M |
| Bank of Nova Scotia Trust Co. | 1.74% | Add +0.4% | 377,350 | $17.1M |
| Public Employees Retirement System of Ohio | 0.06% | New | 291,028 | $13.2M |
| Crossmark Global Holdings, Inc. | 0.24% | Reduce -14.1% | 288,977 | $13.1M |
| Guardian Capital Advisors LP | 1.29% | Add +3.4% | 287,322 | $13.1M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -0.5% | 284,071 | $12.9M |
| Baillie Gifford & Co. | 0.01% | Add +19.0% | 278,881 | $12.7M |
| Franklin Resources Inc. | 0.00% | Reduce -8.7% | 265,133 | $11.7M |
| UBS Group AG | 0.00% | Add +47.6% | 253,740 | $11.5M |
| Addenda Capital Inc. | 0.41% | Reduce -17.8% | 184,896 | $11.4M |
| Federated Hermes, Inc. | 0.02% | Add +5.6% | 242,680 | $11.0M |
| Intact Investment Management Inc. | 0.34% | Add +163.8% | 227,700 | $10.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.6% | 204,688 | $9.3M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 193,987 | $8.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 190,898 | $8.7M |
| Korea Investment CORP | 0.02% | Reduce -58.3% | 189,017 | $8.6M |
| Gabelli Funds LLC | 0.06% | Reduce -0.1% | 174,150 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 173,864 | $7.9M |
| Richard C. Young & CO., LTD. | 0.82% | Reduce -40.2% | 164,508 | $7.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +1023.9% | 163,813 | $7.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +131.1% | 159,276 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +25.9% | 158,102 | $7.2M |
| Bollard Group LLC | 0.19% | Reduce -8.8% | 156,560 | $7.1M |
| Citigroup Inc. | 0.01% | Add +11.3% | 153,325 | $7.0M |
| Forsta Ap-Fonden | 0.05% | Add +15.2% | 151,200 | $6.9M |
| Knights of Columbus Asset Advisors LLC | 0.44% | Add +1.0% | 147,242 | $6.7M |
| GQG Partners LLC | 0.01% | Add +37.1% | 139,212 | $6.3M |
| Van Eck Associates Corp. | 0.01% | Add +7.3% | 136,721 | $6.1M |
| Hennessy Advisors Inc. | 0.17% | Reduce -3.4% | 118,076 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.4% | 117,655 | $5.4M |
| Heronetta Management, L.P. | 3.23% | No change | 86,000 | $5.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -29.3% | 113,426 | $5.2M |
| Value Partners Investments Inc. | 0.41% | Reduce -18.3% | 110,154 | $5.0M |
| Energy Income Partners, LLC | 0.11% | Reduce -7.3% | 110,060 | $5.0M |
| Quantinno Capital Management LP | 0.06% | Reduce -1.7% | 106,463 | $4.8M |
| Louisbourg Investments Inc. | 1.18% | Reduce -27.8% | 102,683 | $4.7M |
| Two Sigma Advisers, LP | 0.01% | Add +17.0% | 98,619 | $4.5M |
| ANTIPODES PARTNERS Ltd | 0.15% | New | 92,613 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +58.8% | 90,864 | $4.1M |
| Greenland Capital Management LP | 0.74% | New | 90,000 | $4.1M |
| Farmers & Merchants Investments Inc. | 0.13% | Reduce -0.5% | 89,234 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +1.0% | 87,928 | $4.0M |
| Nexus Investment Management ULC | 0.37% | No change | 83,765 | $3.8M |
| Aviso Financial Inc. | 0.18% | Add +6.1% | 81,439 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -47.5% | 80,733 | $3.7M |
| Gold Investment Management Ltd. | 1.32% | Reduce -0.8% | 69,387 | $3.2M |
| Ninepoint Partners LP | 0.41% | Reduce -13.7% | 68,054 | $3.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 65,651 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 62,472 | $2.8M |
| FMR LLC | 0.00% | Add +36.6% | 62,495 | $2.8M |
| Unigestion Holding SA | 0.14% | New | 62,283 | $2.8M |
| Tacita Capital Inc | 1.83% | Add +14.2% | 61,781 | $2.8M |
| ProShare Advisors LLC | 0.01% | Add +10.9% | 59,998 | $2.7M |
| Harvest Portfolios Group Inc. | 0.09% | Reduce -8.1% | 58,787 | $2.7M |
| Utah Retirement Systems | 0.03% | No change | 55,124 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +11.9% | 54,149 | $2.5M |
| Creative Planning | 0.00% | Add +21.1% | 52,266 | $2.4M |
| USS Investment Management Ltd | 0.02% | Add +0.4% | 52,187 | $2.4M |
| LPL Financial LLC | 0.00% | Add +1.2% | 49,400 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 47,019 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 46,651 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +9.8% | 45,726 | $2.1M |
| Shell Asset Management Co. | 0.09% | — | 45,346 | $2.1M |
| Man Group plc | 0.01% | Reduce -54.2% | 43,997 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -41.2% | 43,977 | $2.0M |
| Wellington Management Group LLP | 0.00% | Add +18.3% | 43,854 | $2.0M |
| Polar Asset Management Partners Inc. | 0.06% | Add +60.0% | 40,000 | $1.8M |
| Addison Capital Co | 0.70% | Reduce -2.8% | 38,302 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 35,240 | $1.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.7% | 25,633 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +3.9% | 34,603 | $1.6M |
| Reaves W H & Co. Inc. | 0.04% | No change | 33,970 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Add +405.1% | 31,961 | $1.5M |
| Concorde Asset Management, LLC | 0.74% | No change | 29,000 | $1.3M |
| Triasima Portfolio Management inc. | 0.30% | No change | 28,975 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 21,337 | $1.3M |
| K.J. Harrison & Partners Inc | 0.19% | Add +10.1% | 27,900 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -19.0% | 27,259 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Reduce -19.4% | 26,200 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -8.6% | 26,213 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +14.4% | 26,094 | $1.2M |
| Aigen Investment Management, LP | 0.22% | New | 25,140 | $1.1M |
| Seven Eight Capital, LP | 0.09% | New | 23,106 | $1.0M |
| Investment Management Corp of Ontario | 0.02% | Reduce -7.2% | 21,990 | $999K |
| SIG North Trading, ULC | 0.30% | Add +310.5% | 21,323 | $969K |
| Mariner, LLC | 0.00% | Add +26.4% | 20,252 | $920K |
| DGS Capital Management, LLC | 0.25% | Add +55.1% | 20,069 | $912K |
| JARISLOWSKY, FRASER Ltd | 0.01% | Reduce -4.7% | 19,705 | $896K |
| Assenagon Asset Management S.A. | 0.00% | Add +42.6% | 19,156 | $871K |
| Savant Capital, LLC | 0.01% | Add +5.1% | 19,004 | $864K |
| Washington Capital Management, Inc. | 0.66% | Add +14.6% | 18,815 | $855K |
| Code Waechter LLC | 0.80% | — | 18,431 | $838K |
| Private Advisor Group, LLC | 0.01% | Add +0.0% | 18,398 | $836K |
| M&T Bank Corp | 0.00% | Reduce -1.7% | 17,494 | $795K |
| Miller Howard Investments Inc. | 0.02% | Reduce -4.6% | 17,412 | $791K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.6% | 17,356 | $789K |
| Cetera Investment Advisers | 0.00% | Reduce -4.1% | 17,197 | $781K |
| Glenmede Trust Co. NA | 0.00% | Add +0.7% | 16,902 | $768K |
| Hillsdale Investment Management Inc. | 0.06% | No change | 16,418 | $746K |
| Mitchell & Pahl Private Wealth, LLC | 0.34% | Add +9.2% | 16,094 | $731K |
| Rhumbline Advisers | 0.00% | Add +0.2% | 15,891 | $722K |
| HRT Financial LP | 0.00% | Add +46.4% | 15,819 | $718K |
| UniSuper Management Pty Ltd | 0.01% | No change | 11,600 | $713K |
| Guggenheim Capital LLC | 0.01% | Add +27.3% | 15,455 | $702K |
| Credit Agricole S A | 0.00% | Add +5.6% | 15,270 | $694K |
| Community Financial Services Group, LLC | 0.14% | Reduce -8.3% | 15,028 | $683K |
| Metis Global Partners, LLC | 0.02% | Reduce -5.2% | 15,003 | $682K |
| Agf Management Ltd. | 0.00% | No change | 10,936 | $672K |
| United Services Automobile Association | 0.02% | Reduce -2.5% | 14,619 | $664K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -4.0% | 14,495 | $659K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.7% | 13,978 | $635K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -15.4% | 14,400 | $633K |
| Canoe Financial LP | 0.01% | No change | 12,968 | $591K |
| US Bancorp \de | 0.00% | Add +13.5% | 12,906 | $586K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.9% | 12,476 | $569K |
| Partners Group Holding AG | 0.04% | Reduce -97.0% | 12,364 | $558K |
| Sienna Gestion | 0.04% | New | 12,200 | $554K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.09% | Reduce -2.6% | 11,331 | $515K |
| Intech Investment Management LLC | 0.01% | No change | 10,918 | $497K |
| Pathstone Holdings, LLC | 0.00% | Add +3.9% | 10,716 | $487K |
| Versor Investments LP | 0.08% | Reduce -15.3% | 10,535 | $479K |
| Cardinal Capital Management, Inc. | 0.02% | Reduce -1.7% | 10,155 | $461K |
| Pacifica Partners Inc. | 0.19% | No change | 9,920 | $452K |
| Capital World Investors | 0.00% | No change | 9,911 | $450K |
| ExodusPoint Capital Management, LP | 0.00% | New | 9,901 | $450K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.0% | 9,238 | $420K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -13.9% | 9,203 | $418K |
| Susquehanna International Group, LLP | 0.00% | New | 9,116 | $414K |
| Cigna Investments Inc. | 0.07% | No change | 9,048 | $412K |
| Prospera Financial Services Inc | 0.01% | Add +2.4% | 8,924 | $405K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +446.9% | 8,881 | $404K |
| Letko, Brosseau & Associates Inc. | 0.01% | Reduce -96.2% | 8,500 | $387K |
| Creative Financial Designs Inc. | 0.03% | Add +58.3% | 8,457 | $384K |
| First Trust Direct Indexing L.P. | 0.02% | Add +13.1% | 7,865 | $357K |
| Davis-Rea LTD. | 0.15% | No change | 7,775 | $354K |
| Cresset Asset Management, LLC | 0.00% | Add +14.0% | 7,395 | $336K |
| Weaver Capital Management LLC | 0.10% | Reduce -45.2% | 7,248 | $329K |
| Andra AP-fonden | 0.00% | Reduce -82.7% | 5,200 | $320K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +0.4% | 6,702 | $305K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 6,182 | $281K |
| Benjamin Edwards Inc. | 0.00% | New | 5,983 | $272K |
| Claret Asset Management Corp | 0.04% | Reduce -3.7% | 5,801 | $264K |
| Captrust Financial Advisors | 0.00% | No change | 5,756 | $262K |
| Blair William & Co. | 0.00% | No change | 5,443 | $247K |
| John G Ullman & Associates Inc. | 0.03% | No change | 5,200 | $236K |
| Natixis | 0.00% | Add +195.1% | 5,108 | $232K |
| Gotham Asset Management | 0.00% | New | 4,866 | $221K |
| DAVENPORT & Co LLC | 0.00% | New | 4,866 | $221K |
| JCIC Asset Management Inc. | 0.09% | No change | 4,820 | $219K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,687 | $213K |
| CHICAGO TRUST Co NA | 0.04% | New | 4,600 | $209K |
| Simplex Trading, LLC | 0.01% | Add +1250.4% | 4,578 | $208K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 4,357 | $198K |
| Pacer Advisors, Inc. | 0.00% | Add +0.8% | 4,257 | $193K |
| Quadrant Capital Group LLC | 0.01% | Add +6.5% | 4,013 | $182K |
| IFP Advisors, Inc | 0.01% | Reduce -17.6% | 3,638 | $165K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,279 | $149K |
| Barclays PLC | 0.00% | Reduce -83.7% | 3,210 | $146K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.2% | 2,864 | $130K |
| Twin Tree Management, LP | 0.00% | New | 2,395 | $109K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 2,278 | $104K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +2.9% | 2,130 | $97K |
| Lindbrook Capital, LLC | 0.01% | Reduce -44.5% | 1,968 | $89K |
| Osaic Holdings, Inc. | 0.00% | Add +24.6% | 1,886 | $86K |
| Cromwell Holdings LLC | 0.05% | Add +52.2% | 1,837 | $83K |
| Lanark Financial, Inc. | 0.01% | Reduce -11.4% | 1,732 | $78K |
| Macquarie Group Ltd. | 0.00% | Add +1.0% | 1,533 | $70K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,488 | $68K |
| Alta Advisers Ltd | 0.03% | New | 1,478 | $67K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -58.7% | 1,379 | $62K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 1,355 | $62K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -0.1% | 1,029 | $47K |
| BNP Paribas Financial Markets | 0.00% | New | 976 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.3% | 925 | $42K |
| Rational Advisors, Inc. | 0.00% | Reduce -14.4% | 866 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.3% | 835 | $38K |
| Ridgewood Investments LLC | 0.02% | Reduce -2.0% | 799 | $36K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 769 | $35K |
| Versant Capital Management, Inc | 0.01% | No change | 750 | $34K |
| Headlands Technologies LLC | 0.00% | New | 729 | $33K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -22.2% | 606 | $28K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -66.3% | 511 | $23K |
| Hexagon Capital Partners LLC | 0.00% | Add +13.5% | 471 | $21K |
| Allworth Financial LP | 0.00% | Add +30.1% | 458 | $21K |
| HM Payson & Co. | 0.00% | No change | 368 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.9% | 362 | $16K |
| Bessemer Group Inc. | 0.00% | Reduce -48.1% | 346 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 339 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Add +51.0% | 308 | $14K |
| CoreFirst Bank & Trust | 0.01% | New | 300 | $14K |
| Concord Wealth Partners | 0.00% | No change | 300 | $14K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -33.8% | 304 | $13K |
| Hemington Wealth Management | 0.00% | New | 312 | $13K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 272 | $12K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 225 | $10K |
| Venturi Wealth Management, LLC | 0.00% | Add +109.3% | 203 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 155 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 138 | $6K |
| Transcendent Capital Group LLC | 0.00% | No change | 124 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 120 | $5K |
| GeoWealth Management, LLC | 0.00% | New | 116 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 115 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 112 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -42.4% | 110 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 94 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 93 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 91 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 97 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 82 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 79 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 77 | $3K |
| Private Trust Co. NA | 0.00% | No change | 75 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 61 | $3K |
| Blue Trust, Inc. | 0.00% | Add +438.5% | 70 | $3K |
| Copeland Capital Management, LLC | 0.00% | New | 57 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 43 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +19.4% | 37 | $2K |
| WealthCollab, LLC | 0.00% | No change | 33 | $2K |
| Reston Wealth Management LLC | 0.00% | New | 29 | $1K |
| Avior Wealth Management, LLC | 0.00% | Add +30.0% | 26 | $1K |
| Mather Group, Llc. | 0.00% | No change | 25 | $1K |
| Cwm, LLC | 0.00% | Add +88.9% | 17 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 39 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 21 | $955 |
| Sachetta, LLC | 0.00% | New | 19 | $864 |
| Global Retirement Partners, LLC | 0.00% | Reduce -94.4% | 19 | $863 |
| Larson Financial Group LLC | 0.00% | No change | 17 | $772 |
| Sittner & Nelson, LLC | 0.00% | New | 3 | $136 |
| Huntington National Bank | 0.00% | No change | 1 | $45 |
| Danske Bank A/S | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is FTS's weight in each manager's 13F, not the share of Fortis Inc. the manager owns.