FortisFTS
13F holders, Q4 2024 (December 31)296holders +6
29new positions
26sold out
4famous investors
$41.61avg. 13F price*
At the end of Q4 2024, 296 institutions reported holding Fortis Inc. (FTS) in their 13F filings, up 6 from Q3 2024. 29 opened new positions and 26 sold out. The largest holders were Royal Bank of Canada ($1.2B), Bank of Montreal ($1.0B) and Vanguard Group Inc. ($902.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fortis Inc.
- CUSIP
- 349553107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $35.2M |
| Exits | 26 | $52.0M |
All 13F filers, Q3 2024 → Q4 2024: 8,695,772 shares bought and 15,555,677 shares sold, net −6,859,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Royal Bank of Canada | 0.26% | Reduce -2.7% | 28,714,598 | $1.2B |
| Bank of Montreal | 0.51% | Reduce -7.1% | 24,375,228 | $1.0B |
| Vanguard Group Inc. | 0.02% | Add +1.7% | 21,722,993 | $902.7M |
| FIL Ltd | 0.83% | Reduce -13.8% | 21,337,579 | $886.6M |
| TD Asset Management Inc | 0.45% | Add +1.4% | 12,266,121 | $509.4M |
| Scotia Capital Inc. | 2.00% | Add +3.7% | 9,148,037 | $379.6M |
| 1832 Asset Management L.P. | 0.66% | Reduce -2.0% | 8,845,161 | $367.7M |
| Beutel, Goodman & Co Ltd. | 1.84% | Reduce -9.7% | 8,147,541 | $338.4M |
| Cibc World Market Inc. | 0.77% | Reduce -8.9% | 8,055,401 | $334.6M |
| Bank of Nova Scotia | 0.48% | Reduce -21.9% | 6,496,859 | $269.9M |
| Mackenzie Financial Corp. | 0.35% | Reduce -0.6% | 6,130,453 | $254.5M |
| National Bank of Canada | 0.32% | Add +13.9% | 5,909,658 | $245.8M |
| Legal & General Group Plc | 0.06% | Reduce -3.2% | 5,862,728 | $243.5M |
| Toronto Dominion Bank | 0.42% | Reduce -6.4% | 5,245,516 | $217.7M |
| Manufacturers Life Insurance Company, The | 0.16% | Add +42.1% | 4,443,333 | $184.9M |
| Norges Bank | 0.02% | Add +12.6% | 4,391,444 | $182.2M |
| Geode Capital Management, LLC | 0.01% | Add +77.1% | 4,257,486 | $180.7M |
| TD Waterhouse Canada Inc. | 1.45% | Add +3.0% | 4,339,678 | $179.9M |
| CIBC Asset Management Inc | 0.50% | Reduce -6.5% | 3,670,184 | $152.4M |
| Public Sector Pension Investment Board | 0.59% | Reduce -0.5% | 3,355,448 | $139.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.61% | Reduce -13.6% | 3,239,493 | $134.4M |
| Clearbridge Investments, LLC | 0.10% | Reduce -2.3% | 2,892,968 | $120.3M |
| Bank of America Corp. | 0.01% | Reduce -10.4% | 2,703,744 | $112.4M |
| Canada Pension Plan Investment Board | 0.10% | No change | 2,600,483 | $107.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -16.5% | 2,413,781 | $100.3M |
| Morgan Stanley | 0.01% | Reduce -7.8% | 1,917,349 | $79.7M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +9.9% | 1,720,086 | $71.4M |
| Amundi | 0.02% | Reduce -11.3% | 1,413,454 | $65.3M |
| Swiss National Bank | 0.04% | Reduce -3.6% | 1,437,582 | $59.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.7% | 1,402,045 | $58.2M |
| Alberta Investment Management Corp | 0.40% | Reduce -2.9% | 1,361,416 | $56.5M |
| Invesco Ltd. | 0.01% | Add +4.7% | 1,359,640 | $56.5M |
| Renaissance Technologies | 0.08% | Reduce -6.2% | 1,358,652 | $56.5M |
| BlackRock, Inc. | 0.00% | Add +18.2% | 1,249,261 | $51.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -44.4% | 1,145,061 | $47.6M |
| First Trust Advisors LP | 0.04% | Reduce -2.5% | 1,104,487 | $45.9M |
| Federation des caisses Desjardins du Quebec | 0.23% | Reduce -6.1% | 1,098,569 | $45.5M |
| QV Investors Inc. | 4.60% | Add +6.0% | 1,074,643 | $44.6M |
| Aviva PLC | 0.11% | Add +1.8% | 986,837 | $40.9M |
| Duff & Phelps Investment Management Co. | 0.49% | No change | 981,900 | $40.8M |
| Cidel Asset Management Inc. | 2.60% | Reduce -0.2% | 930,325 | $38.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -1.9% | 849,953 | $35.3M |
| Fiera Capital Corp | 0.11% | Reduce -5.5% | 818,021 | $34.0M |
| Deutsche Bank AG | 0.01% | Add +1.5% | 764,301 | $31.8M |
| Mufg Securities (canada), LTD. | 1.14% | Add +72.8% | 759,384 | $31.5M |
| Guardian Capital LP | 1.17% | Reduce -0.2% | 758,555 | $31.5M |
| Maryland State Retirement & Pension System | 0.59% | Add +6.2% | 654,212 | $27.2M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +3.4% | 584,173 | $24.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.2% | 577,311 | $24.0M |
| Point72 Asset Management | 0.06% | New | 551,058 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Add +7.4% | 533,741 | $22.2M |
| HSBC Holdings PLC | 0.01% | Add +6.3% | 529,559 | $22.0M |
| Caledonia Investments PLC | 2.61% | No change | 526,700 | $21.8M |
| Northwest & Ethical Investments L.P. | 0.55% | Add +4.8% | 485,110 | $20.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.2% | 474,374 | $19.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.9% | 432,157 | $17.9M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -6.7% | 418,123 | $17.4M |
| UBS Group AG | 0.00% | Add +53.3% | 388,858 | $16.2M |
| Bank of Nova Scotia Trust Co. | 1.68% | Add +1.3% | 382,098 | $15.9M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 377,359 | $15.7M |
| Northern Trust Corp. | 0.00% | Add +79.1% | 347,403 | $14.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.08% | Add +114.3% | 341,377 | $14.2M |
| Korea Investment CORP | 0.03% | Add +64.1% | 310,166 | $12.9M |
| Franklin Resources Inc. | 0.00% | Add +15.3% | 305,713 | $12.7M |
| Guardian Partners Inc. | 1.25% | — | 291,596 | $12.2M |
| Forsta Ap-Fonden | 0.09% | Add +94.8% | 294,600 | $12.2M |
| Public Employees Retirement System of Ohio | 0.04% | Add +0.9% | 293,656 | $12.2M |
| Crossmark Global Holdings, Inc. | 0.22% | Reduce -1.6% | 284,198 | $11.8M |
| State of Tennessee, Department of Treasury | 0.04% | Add +0.1% | 284,362 | $11.8M |
| Addenda Capital Inc. | 0.39% | Add +0.9% | 186,643 | $11.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -49.5% | 259,197 | $10.8M |
| Baillie Gifford & Co. | 0.01% | Reduce -13.0% | 242,583 | $10.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +17.6% | 240,725 | $10.0M |
| Federated Hermes, Inc. | 0.02% | Reduce -9.4% | 219,910 | $9.1M |
| Harvest Portfolios Group Inc. | 0.28% | Add +249.6% | 205,502 | $8.5M |
| Citigroup Inc. | 0.01% | Add +19.9% | 183,834 | $7.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 182,108 | $7.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +847.9% | 181,586 | $7.5M |
| Intact Investment Management Inc. | 0.25% | Reduce -23.2% | 174,800 | $7.3M |
| Gabelli Funds LLC | 0.06% | No change | 174,150 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 173,185 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +1.4% | 166,188 | $6.9M |
| Richard C. Young & CO., LTD. | 0.71% | Reduce -4.7% | 156,864 | $6.5M |
| Bollard Group LLC | 0.18% | Reduce -1.9% | 153,504 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.2% | 153,015 | $6.4M |
| Knights of Columbus Asset Advisors LLC | 0.41% | Add +2.7% | 151,213 | $6.3M |
| Van Eck Associates Corp. | 0.01% | Add +9.1% | 149,151 | $6.2M |
| GQG Partners LLC | 0.01% | Reduce -4.7% | 132,648 | $5.5M |
| Citadel Advisors | 0.01% | Add +190.1% | 127,587 | $5.3M |
| Heronetta Management, L.P. | 2.93% | No change | 86,000 | $5.1M |
| Hennessy Advisors Inc. | 0.15% | Add +3.1% | 121,776 | $5.1M |
| Quantinno Capital Management LP | 0.05% | Add +12.1% | 119,334 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +0.5% | 118,265 | $4.9M |
| Energy Income Partners, LLC | 0.10% | Add +5.1% | 115,689 | $4.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 106,986 | $4.4M |
| Greenland Capital Management LP | 0.87% | Add +15.1% | 103,610 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -4.3% | 94,419 | $3.9M |
| American Century Companies Inc. | 0.00% | Add +3.6% | 91,121 | $3.8M |
| Farmers & Merchants Investments Inc. | 0.12% | Add +0.5% | 89,681 | $3.7M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.27% | New | 61,753 | $3.7M |
| Louisbourg Investments Inc. | 0.93% | Reduce -16.6% | 85,597 | $3.6M |
| Aviso Financial Inc. | 0.18% | Add +4.0% | 84,709 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +17.5% | 73,385 | $3.1M |
| Gold Investment Management Ltd. | 1.24% | Add +2.1% | 70,817 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.2% | 67,860 | $2.8M |
| Ninepoint Partners LP | 0.45% | Reduce -0.9% | 67,467 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 65,651 | $2.7M |
| FMR LLC | 0.00% | Add +1.9% | 63,707 | $2.6M |
| Unigestion Holding SA | 0.15% | No change | 62,283 | $2.6M |
| Nexus Investment Management ULC | 0.26% | Reduce -26.3% | 61,765 | $2.6M |
| Tacita Capital Inc | 1.82% | Reduce -0.3% | 61,573 | $2.6M |
| Creative Planning | 0.00% | Add +16.2% | 60,734 | $2.5M |
| Polar Asset Management Partners Inc. | 0.05% | Add +48.8% | 59,512 | $2.5M |
| ProShare Advisors LLC | 0.01% | Reduce -1.3% | 59,206 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +4.5% | 56,604 | $2.4M |
| Utah Retirement Systems | 0.03% | No change | 55,124 | $2.3M |
| LPL Financial LLC | 0.00% | Add +3.7% | 51,210 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +5.7% | 48,316 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 46,757 | $1.9M |
| Janus Henderson Group PLC | 0.00% | No change | 46,651 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -43.6% | 45,502 | $1.9M |
| Wellington Management Group LLP | 0.00% | Add +3.6% | 45,431 | $1.9M |
| Raymond James Financial Inc. | 0.00% | — | 42,122 | $1.8M |
| Addison Capital Co | 0.67% | Add +5.9% | 40,565 | $1.7M |
| Swiss Life Asset Management Ltd | 0.01% | New | 38,164 | $1.6M |
| SIG North Trading, ULC | 0.35% | Add +73.8% | 37,066 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 35,143 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 34,918 | $1.5M |
| Shell Asset Management Co. | 0.06% | Reduce -25.4% | 33,846 | $1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +28.6% | 32,954 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +19.9% | 31,293 | $1.3M |
| DGS Capital Management, LLC | 0.32% | Add +52.3% | 30,560 | $1.3M |
| United Services Automobile Association | 0.04% | No change | 14,619 | $1.3M |
| Quadrature Capital Ltd | 0.03% | New | 30,100 | $1.3M |
| USS Investment Management Ltd | 0.01% | Reduce -44.0% | 29,201 | $1.2M |
| Concorde Asset Management, LLC | 0.63% | No change | 29,000 | $1.2M |
| Triasima Portfolio Management inc. | 0.23% | Reduce -0.4% | 28,852 | $1.2M |
| K.J. Harrison & Partners Inc | 0.19% | Add +3.3% | 28,820 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -12.1% | 28,093 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Add +6.5% | 27,900 | $1.2M |
| Aigen Investment Management, LP | 0.18% | Reduce -2.3% | 24,566 | $1.0M |
| Keyvantage Wealth, LLC | 0.68% | — | 23,016 | $957K |
| Truist Financial Corp. | 0.00% | Reduce -12.8% | 22,853 | $950K |
| JARISLOWSKY, FRASER Ltd | 0.01% | Add +13.8% | 22,417 | $931K |
| Jane Street Group, LLC | 0.00% | Reduce -77.3% | 20,646 | $858K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 19,737 | $821K |
| Versor Investments LP | 0.14% | Add +84.5% | 19,435 | $807K |
| Savant Capital, LLC | 0.01% | Add +1.1% | 19,221 | $799K |
| Washington Capital Management, Inc. | 0.62% | No change | 18,815 | $782K |
| Code Waechter LLC | 0.68% | Add +1.5% | 18,708 | $778K |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 18,584 | $773K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 18,432 | $766K |
| Metis Global Partners, LLC | 0.02% | Add +21.0% | 18,155 | $754K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.1% | 17,887 | $744K |
| Guggenheim Capital LLC | 0.01% | Add +14.9% | 17,755 | $738K |
| Miller Howard Investments Inc. | 0.02% | Add +1.3% | 17,639 | $733K |
| Mitchell & Pahl Private Wealth, LLC | 0.34% | Add +7.3% | 17,276 | $718K |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.5% | 12,484 | $701K |
| XTX Topco Ltd | 0.06% | New | 16,159 | $672K |
| Wolverine Trading, LLC | 0.02% | New | 16,104 | $671K |
| Hillsdale Investment Management Inc. | 0.03% | Reduce -2.0% | 16,093 | $668K |
| Rhumbline Advisers | 0.00% | Reduce -0.2% | 15,864 | $659K |
| M&T Bank Corp | 0.00% | Reduce -15.3% | 14,810 | $616K |
| US Bancorp \de | 0.00% | Add +12.7% | 14,544 | $605K |
| Glenmede Trust Co. NA | 0.00% | Reduce -17.3% | 13,978 | $581K |
| Credit Agricole S A | 0.00% | Reduce -10.0% | 13,737 | $571K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -18.1% | 9,500 | $567K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.8% | 13,422 | $557K |
| Creative Financial Designs Inc. | 0.05% | Add +58.3% | 13,385 | $556K |
| Danske Bank A/S | 0.00% | Add +1301800.0% | 13,019 | $540K |
| Natixis | 0.00% | Add +153.1% | 12,930 | $538K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -13.9% | 12,476 | $519K |
| Partners Group Holding AG | 0.02% | No change | 12,364 | $514K |
| Sienna Gestion | 0.03% | No change | 12,200 | $507K |
| Canoe Financial LP | 0.01% | Reduce -11.4% | 11,492 | $477K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.09% | Add +0.2% | 11,351 | $471K |
| Value Partners Investments Inc. | 0.26% | Reduce -89.8% | 11,181 | $464K |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 10,987 | $457K |
| ExodusPoint Capital Management, LP | 0.00% | Add +6.0% | 10,500 | $436K |
| Cardinal Capital Management, Inc. | 0.01% | Reduce -1.4% | 10,015 | $416K |
| Capital World Investors | 0.00% | Add +1.0% | 10,010 | $416K |
| Pacifica Partners Inc. | 0.18% | No change | 9,920 | $410K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.2% | 9,833 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 9,515 | $396K |
| Sciencast Management LP | 0.11% | New | 9,376 | $390K |
| Prospera Financial Services Inc | 0.01% | Add +2.3% | 9,128 | $379K |
| MML Investors Services, LLC | 0.00% | New | 9,044 | $376K |
| Newport Trust Company, LLC | 0.00% | New | 8,915 | $371K |
| Cigna Investments Inc. | 0.07% | Reduce -1.7% | 8,898 | $370K |
| Cerity Partners LLC | 0.00% | New | 8,697 | $365K |
| Letko, Brosseau & Associates Inc. | 0.01% | No change | 8,500 | $353K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -8.5% | 8,422 | $350K |
| &partners | 0.00% | New | 7,673 | $320K |
| Barclays PLC | 0.00% | Add +134.9% | 7,542 | $314K |
| Twinbeech Capital LP | 0.01% | New | 7,275 | $302K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,064 | $294K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 7,064 | $294K |
| Two Sigma Investments, LP | 0.00% | New | 6,950 | $289K |
| Argonautica Private Wealth Management, Inc. | 0.09% | Add +0.5% | 6,732 | $280K |
| Community Financial Services Group, LLC | 0.05% | Reduce -56.3% | 6,570 | $273K |
| Benjamin Edwards Inc. | 0.00% | Add +4.7% | 6,265 | $260K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 6,182 | $257K |
| Evergreen Capital Management LLC | 0.01% | New | 6,156 | $256K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,145 | $255K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,942 | $249K |
| Captrust Financial Advisors | 0.00% | No change | 5,756 | $239K |
| Weaver Capital Management LLC | 0.06% | Reduce -23.7% | 5,529 | $230K |
| Claret Asset Management Corp | 0.04% | Reduce -5.2% | 5,501 | $228K |
| Blair William & Co. | 0.00% | No change | 5,443 | $226K |
| Kingsview Wealth Management, LLC | 0.00% | Add +14.9% | 5,385 | $224K |
| Vise Technologies, Inc. | 0.02% | New | 5,204 | $216K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,191 | $216K |
| JCIC Asset Management Inc. | 0.09% | Add +5.5% | 5,087 | $211K |
| John G Ullman & Associates Inc. | 0.03% | Reduce -5.8% | 4,900 | $204K |
| Clear Creek Financial Management, LLC | 0.02% | New | 4,889 | $203K |
| DAVENPORT & Co LLC | 0.00% | Add +0.4% | 4,885 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.7% | 4,563 | $190K |
| Pacer Advisors, Inc. | 0.00% | Add +4.0% | 4,429 | $184K |
| Quadrant Capital Group LLC | 0.01% | Add +7.2% | 4,302 | $179K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,279 | $136K |
| Parallel Advisors, LLC | 0.00% | Add +38.8% | 3,161 | $131K |
| Lindbrook Capital, LLC | 0.01% | Add +38.5% | 2,726 | $113K |
| Osaic Holdings, Inc. | 0.00% | Add +31.4% | 2,478 | $103K |
| IFP Advisors, Inc | 0.00% | Reduce -37.8% | 2,263 | $94K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +6.1% | 2,260 | $94K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.7% | 2,071 | $86K |
| Cromwell Holdings LLC | 0.04% | No change | 1,837 | $76K |
| Macquarie Group Ltd. | 0.00% | No change | 1,533 | $64K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,488 | $62K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 1,356 | $56K |
| MAI Capital Management | 0.00% | New | 1,327 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.5% | 1,287 | $54K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.9% | 1,038 | $43K |
| Versant Capital Management, Inc | 0.01% | Add +34.1% | 1,006 | $42K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.6% | 970 | $40K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -29.7% | 969 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.6% | 940 | $39K |
| Golden State Wealth Management, LLC | 0.01% | — | 914 | $38K |
| Ridgewood Investments LLC | 0.02% | No change | 799 | $33K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 769 | $32K |
| Bayforest Capital Ltd | 0.04% | — | 696 | $29K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Add +17.0% | 598 | $25K |
| Hexagon Capital Partners LLC | 0.00% | Add +22.9% | 579 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.0% | 568 | $24K |
| Allworth Financial LP | 0.00% | Add +6.3% | 487 | $20K |
| HM Payson & Co. | 0.00% | No change | 368 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +70.4% | 346 | $14K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 345 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 339 | $14K |
| Bessemer Group Inc. | 0.00% | No change | 346 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 308 | $13K |
| CoreFirst Bank & Trust | 0.01% | No change | 300 | $12K |
| Concord Wealth Partners | 0.00% | No change | 300 | $12K |
| Hemington Wealth Management | 0.00% | No change | 312 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.0% | 286 | $12K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 272 | $11K |
| Blue Trust, Inc. | 0.00% | Add +221.4% | 225 | $9K |
| Sierra Ocean, LLC | 0.01% | — | 223 | $9K |
| Bernard Wealth Management Corp. | 0.00% | — | 195 | $8K |
| CoreCap Advisors, LLC | 0.00% | Add +14.2% | 177 | $7K |
| Financial Management Professionals, Inc. | 0.00% | Add +22.5% | 169 | $7K |
| Millstone Evans Group, LLC | 0.00% | — | 168 | $7K |
| Transcendent Capital Group LLC | 0.00% | No change | 124 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 120 | $5K |
| Principal Securities, Inc. | 0.00% | Add +95.1% | 119 | $5K |
| GeoWealth Management, LLC | 0.00% | No change | 116 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 115 | $5K |
| Assetmark, Inc. | 0.00% | New | 114 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 112 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -64.5% | 108 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +1.0% | 98 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 94 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 94 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 91 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 82 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 77 | $3K |
| Private Trust Co. NA | 0.00% | No change | 75 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 73 | $3K |
| Spire Wealth Management | 0.00% | New | 70 | $3K |
| WealthCollab, LLC | 0.00% | Add +81.8% | 60 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +48.6% | 55 | $2K |
| Copeland Capital Management, LLC | 0.00% | No change | 57 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 43 | $2K |
| Optiver Holding B.V. | 0.00% | New | 31 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | New | 25 | $1K |
| Mather Group, Llc. | 0.00% | No change | 25 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 39 | $1K |
| True Wealth Design, LLC | 0.00% | Add +14.3% | 24 | $998 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 24 | $998 |
| Larson Financial Group LLC | 0.00% | No change | 17 | $707 |
| Avior Wealth Management, LLC | 0.00% | Reduce -38.5% | 16 | $665 |
| Sittner & Nelson, LLC | 0.00% | No change | 3 | $125 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $72 |
| Huntington National Bank | 0.00% | No change | 1 | $42 |
| Cwm, LLC | 0.00% | Reduce -47.1% | 9 | $0 |
"% of holder's portfolio" is FTS's weight in each manager's 13F, not the share of Fortis Inc. the manager owns.