FortisFTS

13F holders, Q1 2025 (March 31)
294holders −2
32new positions
30sold out
4famous investors
$45.66avg. 13F price*

At the end of Q1 2025, 294 institutions reported holding Fortis Inc. (FTS) in their 13F filings, down 2 from Q4 2024. 32 opened new positions and 30 sold out. The largest holders were Royal Bank of Canada ($1.3B), Bank of Montreal ($1.1B) and FIL Ltd ($1.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Fortis Inc.
CUSIP
349553107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 279Q1 2024Q2 2024: 275Q2 2024Q3 2024: 290Q3 2024Q4 2024: 296Q4 2024Q1 2025: 294Q1 2025Q2 2025: 298Q2 2025Q3 2025: 311Q3 2025Q4 2025: 314Q4 2025Q1 2026: 347Q1 2026Q2 2026: 358Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions32$84.6M
Exits30$39.4M

All 13F filers, Q4 2024 → Q1 2025: 16,369,796 shares bought and 12,735,248 shares sold, net +3,634,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

Royal Bank of Canada 0.29% Reduce -2.7% 27,947,548 $1.3B
Bank of Montreal 0.57% Reduce -4.7% 23,235,386 $1.1B
FIL Ltd 0.99% Add +6.8% 22,789,652 $1.0B
Vanguard Group Inc. 0.02% Add +2.5% 22,265,742 $1.0B
TD Asset Management Inc 0.54% Add +4.9% 12,870,736 $586.2M
Scotia Capital Inc. 2.16% Reduce -2.8% 8,893,643 $403.5M
1832 Asset Management L.P. 0.76% Reduce -1.0% 8,754,224 $399.0M
Cibc World Market Inc. 0.82% Reduce -2.3% 7,867,018 $358.4M
Beutel, Goodman & Co Ltd. 2.00% Reduce -6.7% 7,605,491 $346.4M
National Bank of Canada 0.37% Add +15.9% 6,851,549 $311.3M
Mackenzie Financial Corp. 0.39% Reduce -1.5% 6,036,617 $275.0M
Bank of Nova Scotia 0.62% Reduce -7.4% 6,013,304 $273.9M
Legal & General Group Plc 0.07% Add +0.3% 5,878,389 $267.7M
Connor, Clark & Lunn Investment Management Ltd. 0.98% Add +52.0% 4,922,870 $224.3M
Toronto Dominion Bank 0.56% Reduce -8.8% 4,785,767 $218.0M
Norges Bank 0.03% Add +6.3% 4,669,398 $212.7M
Geode Capital Management, LLC 0.02% Add +7.2% 4,564,692 $212.5M
TD Waterhouse Canada Inc. 1.70% Add +4.8% 4,545,873 $207.4M
Morgan Stanley 0.01% Add +99.4% 3,822,684 $174.2M
CIBC Asset Management Inc 0.57% Add +3.0% 3,778,863 $172.5M
Goldman Sachs Group Inc. 0.03% Add +218.6% 3,648,592 $166.3M
Manufacturers Life Insurance Company, The 0.15% Reduce -24.1% 3,372,477 $154.5M
Canada Pension Plan Investment Board 0.12% Add +1.7% 2,644,691 $120.5M
Clearbridge Investments, LLC 0.10% Reduce -11.2% 2,569,373 $117.1M
JPMorgan Chase & Co. 0.01% Add +3.9% 2,508,141 $114.3M
Arrowstreet Capital, Limited Partnership 0.08% Add +21.6% 2,091,891 $95.3M
Amundi 0.03% Add +5.8% 1,495,795 $76.6M
Bank of America Corp. 0.01% Reduce -41.3% 1,586,418 $72.3M
Swiss National Bank 0.05% Reduce -1.6% 1,415,282 $64.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.4% 1,407,311 $64.1M
Invesco Ltd. 0.01% Reduce -1.8% 1,335,406 $60.9M
Renaissance Technologies 0.09% Reduce -3.2% 1,314,952 $59.9M
Alberta Investment Management Corp 0.42% Reduce -5.7% 1,284,464 $58.5M
Caisse de depot et placement du Quebec 0.12% New 1,204,062 $54.8M
Aviva PLC 0.13% Add +17.2% 1,156,267 $52.7M
Federation des caisses Desjardins du Quebec 0.24% Reduce -1.0% 1,087,922 $49.4M
BlackRock, Inc. 0.00% Reduce -15.0% 1,061,482 $48.4M
QV Investors Inc. 4.86% Reduce -1.8% 1,055,879 $48.1M
First Trust Advisors LP 0.04% Reduce -8.7% 1,007,921 $45.9M
Duff & Phelps Investment Management Co. 0.52% No change 981,900 $44.7M
Cidel Asset Management Inc. 2.73% Reduce -1.3% 917,901 $41.8M
Kayne Anderson Rudnick Investment Management LLC 0.09% Reduce -1.9% 834,165 $38.0M
Deutsche Bank AG 0.01% Add +3.9% 794,091 $36.2M
Franklin Resources Inc. 0.01% Add +151.1% 767,589 $35.0M
Fiera Capital Corp 0.13% Reduce -6.6% 764,311 $34.9M
Mufg Securities (canada), LTD. 1.21% Add +0.3% 761,805 $34.7M
Guardian Capital LP 1.29% Reduce -5.2% 718,988 $32.7M
Bank of New York Mellon Corp 0.01% Add +31.6% 702,425 $32.0M
Maryland State Retirement & Pension System 0.69% Reduce -2.8% 635,742 $29.0M
CANADA LIFE ASSURANCE Co 0.05% Add +0.6% 587,848 $26.7M
Dimensional Fund Advisors LP 0.01% Reduce -1.1% 570,646 $26.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +19.1% 565,150 $25.8M
Hillsdale Investment Management Inc. 1.29% Add +3367.2% 557,973 $25.4M
Caledonia Investments PLC 2.78% No change 526,700 $23.9M
Northwest & Ethical Investments L.P. 0.61% Add +2.1% 495,142 $22.6M
UBS Group AG 0.00% Add +19.3% 463,775 $21.1M
Intact Investment Management Inc. 0.69% Add +151.9% 440,370 $20.1M
Macquarie Group Ltd. 0.02% Add +18894.5% 291,185 $19.1M
Bank of Nova Scotia Trust Co. 1.87% Add +0.6% 384,203 $17.5M
Voloridge Investment Management, LLC 0.06% Reduce -11.5% 370,136 $16.9M
Nuveen, LLC 0.00% — 356,034 $16.2M
Northern Trust Corp. 0.00% Reduce -0.1% 346,874 $15.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +0.7% 343,717 $15.7M
HSBC Holdings PLC 0.01% Reduce -39.1% 322,658 $14.7M
Korea Investment CORP 0.03% Add +1.4% 314,386 $14.3M
Guardian Partners Inc. 1.44% Add +2.3% 298,308 $13.9M
Two Sigma Advisers, LP 0.03% Add +218.8% 301,019 $13.7M
DekaBank Deutsche Girozentrale 0.03% Reduce -20.4% 300,509 $13.6M
Public Employees Retirement System of Ohio 0.05% Reduce -0.7% 291,532 $13.3M
Crossmark Global Holdings, Inc. 0.23% Add +2.3% 290,816 $13.3M
Baillie Gifford & Co. 0.01% Add +17.9% 285,991 $13.0M
State of Tennessee, Department of Treasury 0.05% Add +0.4% 285,411 $13.0M
Addenda Capital Inc. 0.42% Reduce -7.1% 173,402 $11.4M
Pictet Asset Management Holding SA 0.01% Reduce -0.5% 239,552 $10.9M
Federated Hermes, Inc. 0.02% Add +0.3% 220,536 $10.1M
Qube Research & Technologies Ltd 0.02% Add +29.8% 215,746 $9.8M
Greenland Capital Management LP 1.72% Add +106.2% 213,690 $9.7M
Harvest Portfolios Group Inc. 0.28% Add +1.8% 209,241 $9.5M
Wells Fargo & Company 0.00% Reduce -4.9% 173,181 $7.9M
Gabelli Funds LLC 0.06% Reduce -2.7% 169,450 $7.7M
Two Sigma Investments, LP 0.02% Add +2318.7% 168,098 $7.7M
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 167,605 $7.6M
Quadrature Capital Ltd 0.17% Add +450.5% 165,700 $7.6M
Davis-Rea LTD. 1.99% New 166,124 $7.5M
Van Eck Associates Corp. 0.01% Add +6.0% 158,063 $7.2M
Citigroup Inc. 0.01% Reduce -14.8% 156,657 $7.1M
Bollard Group LLC 0.18% Add +0.5% 154,292 $7.0M
Knights of Columbus Asset Advisors LLC 0.47% No change 151,213 $6.9M
Forsta Ap-Fonden 0.05% Reduce -49.3% 149,400 $6.8M
Richard C. Young & CO., LTD. 0.70% Reduce -8.8% 142,977 $6.5M
Quantinno Capital Management LP 0.04% Add +15.7% 138,058 $6.3M
Russell Investments Group, Ltd. 0.01% Reduce -12.6% 133,686 $6.1M
Heronetta Management, L.P. 3.08% No change 86,000 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +0.1% 118,422 $5.4M
Hennessy Advisors Inc. 0.18% Reduce -4.3% 116,476 $5.3M
Energy Income Partners, LLC 0.10% Reduce -0.8% 114,800 $5.2M
Triasima Portfolio Management inc. 1.01% Add +291.9% 113,060 $5.1M
Value Partners Investments Inc. 0.44% Add +893.5% 111,080 $5.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.6% 108,666 $4.9M
Man Group plc 0.01% New 104,506 $4.8M
Aviso Financial Inc. 0.21% Add +12.0% 94,836 $4.3M
American Century Companies Inc. 0.00% Add +3.3% 94,122 $4.3M
Ewing Morris & Co. Investment Partners Ltd. 1.32% Add +3.4% 63,843 $4.2M
Wellington Management Group LLP 0.00% Add +98.7% 90,281 $4.1M
Farmers & Merchants Investments Inc. 0.13% Reduce -2.7% 87,289 $4.0M
Jones Financial Companies LLLP 0.00% Add +16.2% 85,298 $3.9M
FMR LLC 0.00% Add +23.3% 78,529 $3.6M
Gold Investment Management Ltd. 1.45% Add +6.0% 75,064 $3.4M
Creative Planning 0.00% Add +19.7% 72,708 $3.3M
Ninepoint Partners LP 0.55% Add +1.4% 68,420 $3.1M
Jane Street Group, LLC 0.01% Add +218.9% 65,843 $3.0M
Tacita Capital Inc 1.97% Reduce -2.5% 60,056 $2.7M
Ensign Peak Advisors, Inc 0.01% Reduce -12.0% 57,751 $2.6M
Natixis Advisors, LLC 0.00% Reduce -1.2% 55,910 $2.5M
Utah Retirement Systems 0.03% Add +1.5% 55,938 $2.5M
111 Capital 0.47% New 53,997 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +13.0% 37,233 $2.4M
Swiss Life Asset Management Ltd 0.02% Add +39.8% 53,345 $2.4M
LPL Financial LLC 0.00% Add +1.0% 51,722 $2.4M
Campbell & CO Investment Adviser LLC 0.18% New 50,472 $2.3M
ProShare Advisors LLC 0.01% Reduce -15.3% 50,115 $2.3M
Louisbourg Investments Inc. 0.61% Reduce -42.4% 49,308 $2.2M
Public Sector Pension Investment Board 0.01% Reduce -98.6% 48,248 $2.2M
Andra AP-fonden 0.04% New 33,500 $2.2M
Stifel Financial Corp. 0.00% Add +0.1% 46,779 $2.1M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 46,000 $2.1M
Allianz Asset Management GmbH 0.00% Add +63.4% 45,911 $2.1M
Neuberger Berman Group LLC 0.00% Reduce -9.3% 43,825 $2.0M
Alliancebernstein L.P. 0.00% Add +20.8% 42,464 $1.9M
Balyasny Asset Management L.P. 0.00% Reduce -7.9% 41,899 $1.9M
Janus Henderson Group PLC 0.00% Reduce -11.8% 41,151 $1.9M
Gulf International Bank (UK) Ltd 0.06% Add +2841.1% 28,499 $1.9M
DGS Capital Management, LLC 0.48% Add +31.6% 40,222 $1.8M
Addison Capital Co 0.72% Reduce -0.9% 40,210 $1.8M
Raymond James Financial Inc. 0.00% Reduce -8.2% 38,690 $1.8M
Unigestion Holding SA 0.10% Reduce -38.9% 38,083 $1.7M
Royal London Asset Management Ltd. 0.00% New 34,613 $1.6M
Citadel Advisors 0.00% Reduce -73.5% 33,742 $1.5M
Shell Asset Management Co. 0.07% Reduce -1.2% 33,446 $1.5M
Cumberland Partners Ltd 0.12% Add +18.1% 32,950 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -5.8% 32,887 $1.5M
Signaturefd, LLC 0.03% Add +4.4% 32,664 $1.5M
Investment Management Corp of Ontario 0.03% New 31,906 $1.5M
Concorde Asset Management, LLC 0.69% No change 29,000 $1.3M
SIG North Trading, ULC 0.26% Reduce -24.2% 28,103 $1.3M
K.J. Harrison & Partners Inc 0.24% Reduce -5.7% 27,166 $1.2M
Mariner, LLC 0.00% Add +13.4% 22,386 $1.0M
Susquehanna International Group, LLP 0.00% New 21,597 $984K
Keyvantage Wealth, LLC 0.46% Reduce -9.6% 20,814 $949K
JARISLOWSKY, FRASER Ltd 0.01% Reduce -7.6% 20,705 $943K
Versor Investments LP 0.15% Add +2.1% 19,837 $904K
D. E. Shaw & Co. 0.00% Reduce -71.3% 19,500 $888K
Capital World Investors 0.00% Add +93.6% 19,381 $883K
Savant Capital, LLC 0.01% Add +0.0% 19,229 $876K
Truist Financial Corp. 0.00% Reduce -15.9% 19,209 $876K
Miller Howard Investments Inc. 0.03% Add +8.6% 19,162 $873K
Cetera Investment Advisers 0.00% Add +2.0% 18,965 $864K
Washington Capital Management, Inc. 0.69% No change 18,815 $858K
Private Advisor Group, LLC 0.01% Reduce -0.8% 18,280 $833K
Natixis 0.00% Add +37.0% 17,716 $807K
US Bancorp \de 0.00% Add +21.8% 17,711 $807K
Janney Montgomery Scott LLC 0.00% Reduce -2.5% 17,448 $795K
Assenagon Asset Management S.A. 0.00% Reduce -90.4% 17,436 $794K
Ameriprise Financial Inc. 0.00% Add +0.4% 12,539 $778K
Metis Global Partners, LLC 0.02% Reduce -6.0% 17,059 $777K
Creative Financial Designs Inc. 0.06% Add +27.3% 17,032 $776K
Mitchell & Pahl Private Wealth, LLC 0.36% Reduce -2.9% 16,781 $765K
Tower Research Capital LLC (TRC) 0.02% Add +1152.5% 16,119 $735K
United Services Automobile Association 0.02% Add +7.5% 15,716 $712K
Rhumbline Advisers 0.00% Reduce -4.2% 15,198 $693K
Credit Agricole S A 0.00% Add +4.2% 14,307 $652K
Glenmede Trust Co. NA 0.00% Add +0.0% 13,982 $637K
UniSuper Management Pty Ltd 0.00% No change 9,500 $623K
Orion Porfolio Solutions, LLC 0.01% Add +90.8% 13,481 $614K
Orion Portfolio Solutions, LLC 0.01% Add +90.8% 13,481 $614K
MML Investors Services, LLC 0.00% Add +43.3% 12,962 $591K
Partners Group Holding AG 0.02% No change 12,364 $570K
XTX Topco Ltd 0.03% Reduce -25.1% 12,108 $552K
Sienna Gestion 0.04% No change 12,200 $540K
Cardinal Point Capital Management ULC 0.05% New 11,831 $539K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -95.7% 11,259 $513K
M&T Bank Corp 0.00% Reduce -24.1% 11,233 $512K
Squarepoint Ops LLC 0.00% New 10,663 $486K
Cardinal Capital Management, Inc. 0.02% Add +1.8% 10,190 $464K
Pacifica Partners Inc. 0.21% Reduce -1.0% 9,820 $464K
Cerity Partners LLC 0.00% Add +13.9% 9,904 $451K
Pathstone Holdings, LLC 0.00% Reduce -10.0% 9,888 $451K
Guggenheim Capital LLC 0.00% Reduce -44.7% 9,818 $448K
J. Safra Sarasin Holding AG 0.01% New 9,635 $439K
Mercer Global Advisors Inc. 0.00% Reduce -3.5% 9,484 $432K
Commonwealth Equity Services, LLC 0.00% Reduce -2.6% 9,271 $423K
Newport Trust Company, LLC 0.00% Add +3.4% 9,216 $420K
Cigna Investments Inc. 0.08% Add +3.6% 9,219 $420K
SG Americas Securities, LLC 0.00% New 8,621 $393K
Letko, Brosseau & Associates Inc. 0.01% No change 8,500 $387K
Beverly Hills Private Wealth, LLC 0.08% Reduce -0.6% 8,371 $382K
&partners 0.00% Add +8.8% 8,350 $378K
Code Waechter LLC 0.30% Reduce -57.4% 7,965 $363K
HRT Financial LP 0.00% New 7,970 $363K
Argonautica Private Wealth Management, Inc. 0.12% Add +15.0% 7,741 $353K
Baskin Financial Services Inc. 0.03% New 7,500 $342K
Wolverine Trading, LLC 0.01% Reduce -55.8% 7,113 $322K
Vanguard Personalized Indexing Management, LLC 0.00% Add +34.0% 6,957 $317K
O'shaughnessy Asset Management, LLC 0.00% Reduce -48.8% 6,868 $313K
Evergreen Capital Management LLC 0.01% Add +11.5% 6,864 $313K
AQR Capital Management 0.00% New 6,864 $311K
Versant Capital Management, Inc 0.05% Add +573.1% 6,771 $309K
Captrust Financial Advisors 0.00% Add +7.5% 6,189 $282K
Silvercrest Asset Management Group LLC 0.00% No change 6,182 $282K
Callan Capital, LLC 0.02% New 6,000 $273K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 5,963 $272K
One Capital Management, LLC 0.01% New 5,618 $256K
Y-Intercept (Hong Kong) Ltd 0.02% New 5,567 $254K
Clear Creek Financial Management, LLC 0.03% Add +13.8% 5,565 $254K
Townsquare Capital LLC 0.00% New 5,465 $249K
Blair William & Co. 0.00% No change 5,443 $248K
JCIC Asset Management Inc. 0.10% Add +5.7% 5,377 $245K
Weaver Capital Management LLC 0.06% Reduce -7.5% 5,115 $233K
Intech Investment Management LLC 0.00% New 4,730 $215K
Vident Advisory, LLC 0.00% New 4,724 $215K
Benjamin Edwards Inc. 0.00% Reduce -24.6% 4,725 $215K
Pacer Advisors, Inc. 0.00% Add +2.9% 4,558 $208K
BNP Paribas Financial Markets 0.00% Add +357.2% 4,435 $202K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.3% 4,365 $199K
Wilmington Savings Fund Society, FSB 0.00% No change 3,279 $149K
Quadrant Capital Group LLC 0.01% Reduce -26.0% 3,185 $145K
Osaic Holdings, Inc. 0.00% Add +28.3% 3,179 $145K
Huntington National Bank 0.00% Add +302000.0% 3,021 $138K
Lindbrook Capital, LLC 0.01% Reduce -6.9% 2,538 $116K
1620 Investment Advisors, Inc. 0.09% Add +6.9% 2,415 $110K
IFP Advisors, Inc 0.00% Add +5.4% 2,385 $109K
Parallel Advisors, LLC 0.00% Reduce -36.6% 2,004 $91K
PNC Financial Services Group, Inc. 0.00% Reduce -4.9% 1,969 $90K
Cromwell Holdings LLC 0.05% No change 1,837 $84K
Lanark Financial, Inc. 0.01% — 1,586 $72K
Compagnie Lombard Odier SCmA 0.00% No change 1,488 $68K
MAI Capital Management 0.00% No change 1,327 $60K
NewEdge Advisors, LLC 0.00% Reduce -5.5% 1,282 $58K
Hexagon Capital Partners LLC 0.01% Add +111.7% 1,226 $56K
EverSource Wealth Advisors, LLC 0.00% Add +24.5% 1,170 $53K
Farther Finance Advisors, LLC 0.00% Add +286.7% 1,106 $51K
Golden State Wealth Management, LLC 0.01% No change 914 $42K
Ridgewood Investments LLC 0.02% No change 799 $36K
Coldstream Capital Management Inc. 0.00% New 790 $36K
Clarity Asset Management, Inc. 0.02% Reduce -31.2% 714 $33K
Barclays PLC 0.00% Reduce -90.7% 699 $32K
Cullen/Frost Bankers, Inc. 0.00% New 622 $28K
Allworth Financial LP 0.00% No change 487 $24K
Bessemer Group Inc. 0.00% Add +30.6% 452 $21K
Private Trust Co. NA 0.00% Add +472.0% 429 $20K
GAMMA Investing LLC 0.00% New 416 $19K
CIBC Private Wealth Group LLC 0.00% Reduce -93.0% 413 $18K
Steward Partners Investment Advisory, LLC 0.00% Reduce -30.1% 397 $18K
HM Payson & Co. 0.00% No change 368 $17K
Harbour Investments, Inc. 0.00% No change 339 $15K
Blue Trust, Inc. 0.00% Add +40.4% 316 $14K
First Horizon Advisors, Inc. 0.00% No change 308 $14K
Hemington Wealth Management 0.00% No change 312 $14K
Concord Wealth Partners 0.00% No change 300 $14K
WealthCollab, LLC 0.01% Add +378.3% 287 $13K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 272 $12K
Sierra Ocean, LLC 0.01% Add +0.9% 225 $10K
Bernard Wealth Management Corp. 0.00% No change 195 $9K
Ravenstone Capital Management Inc. 0.01% New 193 $9K
CoreCap Advisors, LLC 0.00% Add +6.2% 188 $9K
Financial Management Professionals, Inc. 0.00% Add +1.2% 171 $8K
Millstone Evans Group, LLC 0.01% No change 168 $8K
Larson Financial Group LLC 0.00% Add +741.2% 143 $7K
HHM Wealth Advisors, LLC 0.00% No change 115 $5K
Assetmark, Inc. 0.00% No change 114 $5K
Principal Securities, Inc. 0.00% No change 119 $5K
AdvisorNet Financial, Inc 0.00% No change 100 $5K
Spire Wealth Management 0.00% Add +41.4% 99 $5K
Nemes Rush Group LLC 0.00% Add +1.0% 99 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 94 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 94 $4K
Mascoma Wealth Management LLC 0.00% No change 91 $4K
Mb, Levis & Associates, LLC 0.00% No change 77 $4K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -88.3% 70 $3K
SBI Securities Co., Ltd. 0.00% Reduce -13.7% 63 $3K
Cornerstone Planning Group LLC 0.00% No change 55 $3K
Copeland Capital Management, LLC 0.00% No change 57 $3K
Brooklyn Investment Group 0.00% New 51 $2K
Smartleaf Asset Management LLC 0.00% Reduce -60.8% 47 $2K
Hanson & Doremus Investment Management 0.00% New 38 $2K
Gen-Wealth Partners Inc 0.00% Reduce -70.4% 32 $1K
NewSquare Capital LLC 0.00% New 26 $1K
Frazier Financial Advisors, LLC 0.00% No change 25 $1K
Mather Group, Llc. 0.00% No change 25 $1K
True Wealth Design, LLC 0.00% No change 24 $1K
Asset Dedication, LLC 0.00% New 24 $1K
Penserra Capital Management LLC 0.00% No change 39 $1K
Bogart Wealth, LLC 0.00% New 7 $319
Sittner & Nelson, LLC 0.00% No change 3 $137

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