FortisFTS

13F holders, Q4 2025 (December 31)
314holders +3
31new positions
31sold out
4famous investors
$52.06avg. 13F price*

At the end of Q4 2025, 314 institutions reported holding Fortis Inc. (FTS) in their 13F filings, up 3 from Q3 2025. 31 opened new positions and 31 sold out. The largest holders were Royal Bank of Canada ($1.8B), Bank of Montreal ($1.3B) and Vanguard Group Inc. ($1.3B). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions31$74.5M
Exits31$80.4M

All 13F filers, Q3 2025 → Q4 2025: 11,172,642 shares bought and 12,905,615 shares sold, net −1,732,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

Royal Bank of Canada 0.32% Reduce -6.1% 35,184,008 $1.8B
Bank of Montreal 0.53% Add +6.0% 24,521,460 $1.3B
Vanguard Group Inc. 0.02% Add +2.3% 24,129,958 $1.3B
FIL Ltd 0.77% Add +9.1% 19,898,613 $1.0B
TD Asset Management Inc 0.57% Reduce -0.1% 13,523,672 $704.0M
Scotia Capital Inc. 1.96% Add +2.3% 9,372,669 $486.9M
Cibc World Market Inc. 0.80% Add +8.6% 8,564,134 $445.3M
1832 Asset Management L.P. 0.56% Reduce -0.7% 8,408,188 $436.7M
National Bank of Canada 0.39% Add +4.9% 7,340,045 $381.0M
Geode Capital Management, LLC 0.02% Add +6.0% 6,593,417 $357.4M
Norges Bank 0.04% — 6,462,155 $336.0M
Legal & General Group Plc 0.07% Add +1.6% 5,954,579 $310.0M
TD Waterhouse Canada Inc. 1.66% Add +4.1% 5,138,553 $266.9M
Goldman Sachs Group Inc. 0.04% Reduce -5.8% 4,871,309 $253.0M
Bank of Nova Scotia 0.34% Reduce -12.5% 4,405,195 $229.0M
Beutel, Goodman & Co Ltd. 1.38% Reduce -36.7% 4,319,468 $224.9M
Connor, Clark & Lunn Investment Management Ltd. 0.58% Add +14.4% 4,240,412 $220.5M
Toronto Dominion Bank 0.35% Reduce -29.3% 3,806,142 $197.9M
Morgan Stanley 0.01% Add +4.8% 3,549,885 $184.4M
Mackenzie Financial Corp. 0.21% Add +4.5% 3,343,961 $173.8M
Manufacturers Life Insurance Company, The 0.14% Add +16.0% 3,136,544 $163.4M
CIBC Asset Management Inc 0.33% Reduce -8.2% 2,655,787 $138.4M
JPMorgan Chase & Co. 0.01% Reduce -2.1% 2,470,063 $128.3M
Canada Pension Plan Investment Board 0.08% Reduce -9.1% 2,441,148 $126.9M
Bank of America Corp. 0.01% Reduce -5.5% 2,370,940 $123.1M
Clearbridge Investments, LLC 0.09% Reduce -2.9% 2,128,320 $110.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 1,447,016 $75.3M
BlackRock, Inc. 0.00% Add +16.3% 1,414,678 $73.5M
Swiss National Bank 0.04% Reduce -7.5% 1,334,782 $69.5M
Aviva PLC 0.12% Add +5.8% 1,315,444 $68.4M
Federation des caisses Desjardins du Quebec 0.26% Add +0.6% 1,315,586 $68.4M
Invesco Ltd. 0.01% Add +1.6% 1,314,274 $68.3M
Assenagon Asset Management S.A. 0.08% Add +4662.5% 986,548 $51.2M
Deutsche Bank AG 0.02% Add +0.1% 984,532 $51.1M
Duff & Phelps Investment Management Co. 0.58% No change 981,900 $51.1M
Intact Investment Management Inc. 1.38% Reduce -2.5% 921,744 $47.9M
QV Investors Inc. 3.83% Reduce -7.2% 899,708 $46.8M
First Trust Advisors LP 0.03% Reduce -2.0% 880,443 $45.7M
Amundi 0.01% Add +28.0% 861,275 $44.7M
Fiera Capital Corp 0.14% Reduce -10.5% 838,298 $43.6M
Franklin Resources Inc. 0.01% Add +2.4% 811,632 $42.2M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -3.1% 807,749 $42.0M
Hillsdale Investment Management Inc. 1.13% Reduce -3.7% 783,178 $40.8M
Mufg Securities (canada), LTD. 1.11% Reduce -7.6% 769,632 $40.0M
Guardian Capital LP 1.14% Add +3.6% 737,570 $38.4M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -52.7% 682,972 $35.5M
Dimensional Fund Advisors LP 0.01% Add +3.3% 678,764 $35.3M
Renaissance Technologies 0.05% Reduce -35.2% 658,952 $34.2M
Two Sigma Investments, LP 0.05% New 635,815 $33.0M
Woodbridge Co Ltd 0.08% No change 601,750 $31.3M
CANADA LIFE ASSURANCE Co 0.05% Reduce -1.6% 591,059 $30.8M
Maryland State Retirement & Pension System 0.62% Reduce -5.4% 577,450 $30.0M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 560,021 $29.1M
Cidel Asset Management Inc. 1.98% Reduce -44.2% 537,541 $28.0M
Two Sigma Advisers, LP 0.05% Add +82.0% 479,419 $24.9M
UBS Group AG 0.00% Reduce -12.4% 464,259 $24.1M
Caledonia Investments PLC 2.63% No change 456,700 $23.8M
Northwest & Ethical Investments L.P. 0.49% Reduce -9.0% 419,102 $21.8M
Bank of Nova Scotia Trust Co. 1.77% Reduce -1.5% 391,593 $20.3M
Korea Investment CORP 0.04% Reduce -5.0% 383,165 $19.9M
Citigroup Inc. 0.01% Add +14.9% 360,376 $18.8M
Nuveen, LLC 0.00% Add +0.6% 358,714 $18.7M
Citadel Advisors 0.01% Add +281.4% 346,192 $18.0M
Guardian Partners Inc. 1.33% Add +2.4% 307,660 $16.6M
Quadrature Capital Ltd 0.17% New 314,801 $16.4M
DekaBank Deutsche Girozentrale 0.03% No change 377,359 $16.3M
Pictet Asset Management Holding SA 0.01% Reduce -3.4% 296,875 $15.5M
Northern Trust Corp. 0.00% Reduce -25.5% 293,571 $15.2M
State of Tennessee, Department of Treasury 0.05% Reduce -0.1% 280,859 $15.1M
Baillie Gifford & Co. 0.01% Reduce -15.9% 265,404 $13.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -8.6% 264,928 $13.8M
Crossmark Global Holdings, Inc. 0.20% Reduce -8.4% 265,074 $13.8M
Triasima Portfolio Management inc. 1.95% Add +7.3% 250,091 $13.0M
D. E. Shaw & Co. 0.01% Reduce -37.7% 246,462 $12.8M
Quantinno Capital Management LP 0.03% Add +19.1% 242,000 $12.6M
Addenda Capital Inc. 0.36% Reduce -8.4% 171,180 $12.2M
APG Asset Management N.V. 0.03% Reduce -6.9% 255,797 $11.3M
AQR Capital Management 0.01% Add +599.6% 211,926 $11.0M
Coleford Investment Management Ltd. 2.62% Reduce -0.4% 206,705 $10.8M
Creative Planning 0.01% Add +97.1% 205,655 $10.7M
Van Eck Associates Corp. 0.01% Add +7.7% 197,441 $10.3M
Russell Investments Group, Ltd. 0.01% Add +10.4% 193,754 $10.1M
Mn Services Vermogensbeheer B.V. 0.06% Add +3.0% 193,104 $10.1M
Federated Hermes, Inc. 0.02% Reduce -1.6% 179,005 $9.3M
State of Wisconsin Investment Board 0.02% New 176,474 $9.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +40.5% 175,760 $9.1M
Gabelli Funds LLC 0.06% Reduce -0.5% 166,150 $8.6M
Davis-Rea LTD. 2.15% Add +1.8% 165,411 $8.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% — 163,471 $8.5M
Man Group plc 0.02% Add +629.7% 154,126 $8.0M
BCV Asset Management Inc. 0.20% — 104,845 $7.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 146,000 $7.6M
Bollard Group LLC 0.20% Reduce -12.7% 149,996 $7.5M
Envestnet Asset Management Inc. 0.00% Reduce -6.1% 141,751 $7.4M
Forsta Ap-Fonden 0.04% Reduce -6.0% 139,700 $7.3M
Richard C. Young & CO., LTD. 0.62% Reduce -2.6% 134,237 $7.0M
American Century Companies Inc. 0.00% Add +18.7% 133,156 $6.9M
Ninety One UK Ltd 0.01% Add +34.6% 127,809 $6.7M
Balyasny Asset Management L.P. 0.01% Reduce -24.1% 125,117 $6.5M
Neuberger Berman Group LLC 0.00% Add +4.0% 123,901 $6.5M
Heronetta Management, L.P. 3.55% No change 86,000 $6.1M
Trexquant Investment LP 0.05% Add +61.8% 117,951 $6.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.4% 113,108 $5.9M
Value Partners Investments Inc. 0.45% Add +1.7% 113,043 $5.9M
Alberta Investment Management Corp 0.03% Reduce -59.4% 100,300 $5.2M
Aviso Financial Inc. 0.20% Reduce -4.5% 98,924 $5.1M
Public Employees Retirement System of Ohio 0.02% Add +0.2% 95,072 $4.9M
Hennessy Advisors Inc. 0.17% Reduce -3.6% 94,176 $4.9M
Farmers & Merchants Investments Inc. 0.13% Add +2.6% 91,790 $4.8M
Wells Fargo & Company 0.00% Reduce -16.2% 89,904 $4.7M
Harvest Portfolios Group Inc. 0.08% Add +5.9% 85,867 $4.5M
Jane Street Group, LLC 0.01% Reduce -34.1% 82,242 $4.3M
Barclays PLC 0.00% Add +416.4% 80,809 $4.2M
Gold Investment Management Ltd. 1.33% Add +2.3% 79,902 $4.2M
Public Sector Pension Investment Board 0.01% Add +44.7% 76,985 $4.0M
Knights of Columbus Asset Advisors LLC 0.23% Add +5.2% 76,802 $4.0M
Jones Financial Companies LLLP 0.00% Reduce -23.4% 70,339 $3.7M
Swiss Life Asset Management Ltd 0.02% Add +8.8% 69,944 $3.6M
FMR LLC 0.00% Reduce -1.3% 68,628 $3.6M
Verition Fund Management LLC 0.02% New 67,855 $3.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 49,413 $3.5M
Natixis Advisors, LLC 0.01% Add +2.4% 67,765 $3.5M
Ewing Morris & Co. Investment Partners Ltd. 1.49% Add +0.2% 64,408 $3.4M
Purpose Unlimited Inc. 0.16% — 64,396 $3.3M
Investment Management Corp of Ontario 0.04% Add +233.0% 61,954 $3.2M
LPL Financial LLC 0.00% Add +0.9% 60,140 $3.1M
Ninepoint Partners LP 0.36% Reduce -1.1% 59,008 $3.1M
Tacita Capital Inc 1.74% Add +1.3% 57,596 $3.0M
ProShare Advisors LLC 0.01% Add +5.4% 57,233 $3.0M
Utah Retirement Systems 0.03% No change 55,938 $2.9M
DGS Capital Management, LLC 0.44% Add +6.5% 49,334 $2.6M
Alliancebernstein L.P. 0.00% Add +0.4% 48,194 $2.5M
Louisbourg Investments Inc. 0.47% Reduce -42.9% 45,127 $2.3M
Stifel Financial Corp. 0.00% Add +1.1% 45,088 $2.3M
Qube Research & Technologies Ltd 0.00% Reduce -78.8% 44,835 $2.3M
Andra AP-fonden 0.03% New 32,654 $2.3M
XTX Topco Ltd 0.06% Reduce -51.4% 43,143 $2.2M
Capital World Investors 0.00% Add +23.5% 41,721 $2.2M
Raymond James Financial Inc. 0.00% Reduce -4.1% 40,358 $2.1M
Mariner, LLC 0.00% Add +14.2% 39,564 $2.1M
Wellington Management Group LLP 0.00% Add +0.8% 37,822 $2.0M
Signaturefd, LLC 0.03% Add +4.5% 37,562 $2.0M
Baird Financial Group, Inc. 0.00% Add +8.0% 36,987 $1.9M
Graham Capital Management, L.P. 0.09% New 33,914 $1.8M
Addison Capital Co 0.42% Reduce -11.2% 32,508 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 32,151 $1.7M
Marshall Wace, LLP 0.00% Add +16.5% 31,590 $1.6M
Orion Porfolio Solutions, LLC 0.01% Add +26.7% 30,083 $1.6M
Concorde Asset Management, LLC 0.60% No change 29,000 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -33.5% 28,034 $1.5M
Royal London Asset Management Ltd. 0.00% Add +7.0% 27,063 $1.4M
Natixis 0.01% Add +38.7% 26,499 $1.4M
Agf Management Ltd. 0.01% Add +82.9% 21,824 $1.4M
Gulf International Bank (UK) Ltd 0.04% Add +0.2% 24,578 $1.3M
Savant Capital, LLC 0.01% Add +4.3% 24,317 $1.3M
Janus Henderson Group PLC 0.00% No change 23,977 $1.2M
Cetera Investment Advisers 0.00% Add +5.3% 23,240 $1.2M
Miller Howard Investments Inc. 0.04% Add +8.4% 22,878 $1.2M
Alps Advisors Inc. 0.01% Add +27.8% 22,692 $1.2M
Lazard Asset Management LLC 0.00% Reduce -7.7% 22,391 $1.2M
Aigen Investment Management, LP 0.27% New 18,890 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +28.0% 21,836 $1.1M
Keyvantage Wealth, LLC 0.46% Add +0.1% 20,845 $1.1M
Greenland Capital Management LP 0.16% Reduce -74.7% 20,120 $1.0M
Vise Technologies, Inc. 0.02% Add +47.5% 19,842 $1.0M
Cumberland Partners Ltd 0.06% Add +0.3% 19,400 $1.0M
US Bancorp \de 0.00% Add +4.7% 19,231 $999K
Ameriprise Financial Inc. 0.00% Reduce -1.3% 16,244 $984K
Washington Capital Management, Inc. 0.79% Reduce -0.4% 18,740 $973K
Private Advisor Group, LLC 0.00% Reduce -0.3% 18,129 $942K
MML Investors Services, LLC 0.00% Reduce -4.6% 17,545 $911K
Mitchell & Pahl Private Wealth, LLC 0.38% Reduce -1.2% 17,513 $910K
Janney Montgomery Scott LLC 0.00% Add +0.0% 17,103 $888K
Cardinal Capital Management, Inc. 0.02% Add +7.0% 11,715 $835K
Vident Advisory, LLC 0.01% Reduce -13.0% 15,822 $822K
Truist Financial Corp. 0.00% Reduce -6.1% 14,757 $766K
Metis Global Partners, LLC 0.02% Reduce -23.6% 14,740 $766K
UniSuper Management Pty Ltd 0.00% Add +18.8% 10,100 $721K
Intech Investment Management LLC 0.01% Add +58.5% 13,693 $713K
BNP Paribas Financial Markets 0.00% Add +73.6% 13,352 $694K
JMN Financial LLC 0.69% — 13,257 $689K
Sciencast Management LP 0.09% New 13,082 $679K
Rhumbline Advisers 0.00% Reduce -11.7% 12,470 $648K
Credit Agricole S A 0.00% Add +4.8% 12,069 $627K
Argonautica Private Wealth Management, Inc. 0.18% Add +51.3% 11,943 $620K
Laird Norton Wetherby Trust Company, LLC 0.01% New 11,897 $618K
PDT Partners, LLC 0.04% No change 11,600 $603K
Commonwealth Equity Services, LLC 0.00% Add +5.0% 11,331 $589K
Pathstone Holdings, LLC 0.00% Add +7.2% 10,901 $566K
Cardinal Point Capital Management ULC 0.04% Reduce -4.1% 10,601 $552K
Northwestern Mutual Wealth Management Co. 0.00% Add +131.4% 10,410 $541K
Cerity Partners LLC 0.00% Reduce -3.9% 10,315 $536K
Mercer Global Advisors Inc. 0.00% Add +11.6% 9,995 $519K
Newport Trust Company, LLC 0.00% Add +1.8% 9,909 $515K
Versant Capital Management, Inc 0.06% Add +15.7% 9,730 $505K
Pacifica Partners Inc. 0.22% Add +0.5% 9,586 $497K
M&T Bank Corp 0.00% Add +1.1% 9,498 $493K
&partners 0.00% Add +7.3% 9,092 $472K
Cigna Investments Inc. 0.07% No change 8,970 $467K
Ieq Capital, LLC 0.00% Add +8.7% 8,921 $463K
Susquehanna International Group, LLP 0.00% Add +37.3% 8,661 $450K
Ignite Planners, LLC 0.07% New 8,007 $427K
Syon Capital LLC 0.02% Add +22.1% 8,028 $417K
Allianz Asset Management GmbH 0.00% Reduce -72.8% 7,919 $412K
Letko, Brosseau & Associates Inc. 0.01% No change 7,900 $411K
HRT Financial LP 0.00% Add +32.5% 7,617 $395K
Canoe Financial LP 0.01% Reduce -0.2% 7,596 $395K
Baskin Financial Services Inc. 0.03% Reduce -2.6% 7,449 $387K
AlphaCore Capital LLC 0.01% Reduce -6.4% 7,387 $384K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 6,852 $356K
Beverly Hills Private Wealth, LLC 0.06% Reduce -7.6% 6,830 $355K
J. Safra Sarasin Holding AG 0.01% Add +35.3% 6,784 $353K
Candriam S.C.A. 0.00% No change 6,773 $353K
Captrust Financial Advisors 0.00% Add +0.9% 6,426 $334K
Evergreen Capital Management LLC 0.01% Reduce -6.0% 6,398 $332K
Osaic Holdings, Inc. 0.00% Add +11.1% 6,373 $331K
Capstone Investment Advisors, LLC 0.00% New 6,207 $322K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -15.5% 6,198 $322K
Silvercrest Asset Management Group LLC 0.00% No change 6,182 $321K
JCIC Asset Management Inc. 0.10% Add +5.0% 5,990 $311K
PCM Encore, LLC 0.07% — 5,906 $307K
Lorne Steinberg Wealth Management Inc. 0.07% New 5,779 $301K
Blair William & Co. 0.00% No change 5,443 $283K
Compound Planning, Inc. 0.01% Add +15.7% 5,247 $273K
West Family Investments, Inc. 0.06% Reduce -4.1% 5,219 $271K
Benjamin Edwards Inc. 0.00% Add +6.9% 5,153 $268K
Advisory Services Network, LLC 0.00% Add +35.7% 5,002 $260K
Kingsview Wealth Management, LLC 0.00% Add +7.6% 4,954 $257K
Weaver Capital Management LLC 0.05% Reduce -2.3% 4,582 $238K
One Capital Management, LLC 0.01% New 4,538 $236K
Aprio Wealth Management, LLC 0.01% New 4,279 $222K
HighTower Advisors, LLC 0.00% New 4,220 $219K
John G Ullman & Associates Inc. 0.03% New 3,900 $203K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.4% 3,303 $172K
Creative Financial Designs Inc. 0.01% Reduce -39.3% 3,031 $157K
Huntington National Bank 0.00% No change 3,021 $157K
Quadrant Capital Group LLC 0.00% Add +1.3% 3,009 $156K
PNC Financial Services Group, Inc. 0.00% Add +54.9% 2,813 $146K
1620 Investment Advisors, Inc. 0.09% Add +0.7% 2,715 $141K
Dixon Mitchell Investment Counsel Inc. 0.00% New 2,640 $137K
Parallel Advisors, LLC 0.00% Add +17.2% 2,499 $130K
Kestra Advisory Services, LLC 0.00% New 2,277 $118K
Caitong International Asset Management Co., Ltd 0.03% Add +85.4% 2,197 $114K
Rockefeller Capital Management L.P. 0.00% Add +0.5% 2,082 $108K
Smartleaf Asset Management LLC 0.00% Add +76.0% 1,933 $101K
Cromwell Holdings LLC 0.05% Add +0.7% 1,850 $96K
Compagnie Lombard Odier SCmA 0.00% No change 1,488 $77K
Westerkirk Capital Inc. 0.01% Reduce -93.3% 1,410 $73K
MAI Capital Management 0.00% Reduce -26.1% 1,370 $71K
Farther Finance Advisors, LLC 0.00% Add +4.3% 1,369 $71K
Larson Financial Group LLC 0.00% Add +81.7% 1,343 $70K
Wellington-Altus USA Inc. 0.05% — 1,107 $69K
NewEdge Advisors, LLC 0.00% Add +0.1% 1,283 $67K
Allworth Financial LP 0.00% Reduce -11.8% 1,154 $60K
LOM Asset Management Ltd 0.02% New 835 $60K
Lanark Financial, Inc. 0.00% Reduce -0.9% 1,082 $56K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.4% 997 $52K
Arax Advisory Partners 0.00% Reduce -75.1% 957 $50K
Golden State Wealth Management, LLC 0.01% Add +0.6% 919 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 700 $36K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 651 $34K
Bessemer Group Inc. 0.00% Add +31.6% 621 $33K
Clarity Asset Management, Inc. 0.02% Add +0.7% 612 $32K
Trust Co. of Toledo NA 0.00% No change 597 $31K
GAMMA Investing LLC 0.00% No change 416 $22K
NFSG Corp 0.00% New 400 $21K
HM Payson & Co. 0.00% No change 368 $19K
Cwm, LLC 0.00% No change 371 $19K
CIBC Private Wealth Group LLC 0.00% No change 363 $19K
Westside Investment Management, Inc. 0.00% No change 345 $18K
Harbour Investments, Inc. 0.00% No change 339 $18K
Private Trust Co. NA 0.00% Reduce -23.1% 330 $17K
Dunhill Financial, LLC 0.01% No change 318 $17K
Concord Wealth Partners 0.00% No change 300 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 295 $15K
WealthCollab, LLC 0.01% Reduce -9.4% 260 $14K
Brown Brothers Harriman & Co. 0.00% Add +488.4% 253 $13K
Financial Management Professionals, Inc. 0.00% Add +0.9% 217 $11K
Bernard Wealth Management Corp. 0.00% No change 195 $10K
CoreCap Advisors, LLC 0.00% No change 177 $9K
Wilmington Savings Fund Society, FSB 0.00% New 171 $9K
True Wealth Design, LLC 0.00% Add +2.2% 140 $7K
Cornerstone Planning Group LLC 0.00% Add +47.6% 121 $6K
Parkside Financial Bank & Trust 0.00% Add +67.1% 117 $6K
Sunbelt Securities, Inc. 0.00% Add +0.9% 116 $6K
Assetmark, Inc. 0.00% No change 114 $6K
Bare Financial Services, Inc 0.00% No change 111 $6K
Essential Partners LLC 0.00% No change 109 $6K
Country Trust Bank 0.00% No change 103 $5K
Nemes Rush Group LLC 0.00% Add +1.0% 101 $5K
AdvisorNet Financial, Inc 0.00% No change 100 $5K
Spire Wealth Management 0.00% No change 99 $5K
Basepoint Wealth LLC 0.00% New 97 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 94 $5K
Mascoma Wealth Management LLC 0.00% No change 91 $5K
Mb, Levis & Associates, LLC 0.00% No change 77 $4K
IFP Advisors, Inc 0.00% No change 70 $4K
Copeland Capital Management, LLC 0.00% No change 57 $3K
Global Retirement Partners, LLC 0.00% Reduce -98.0% 50 $3K
Tucker Asset Management LLC 0.00% New 43 $2K
SBI Securities Co., Ltd. 0.00% No change 36 $2K
Gen-Wealth Partners Inc 0.00% No change 32 $2K
Hilton Head Capital Partners, LLC 0.00% — 30 $2K
Ancora Advisors LLC 0.00% New 26 $1K
Penserra Capital Management LLC 0.00% No change 30 $1K
Godfrey Financial Associates, Inc. 0.00% — 16 $831
Root Financial Partners, LLC 0.00% New 16 $831
Stone House Investment Management, LLC 0.00% No change 14 $727
Trust Co 0.00% New 13 $675
Financial Consulate, Inc. 0.00% New 12 $624
Kilter Group LLC 0.00% Add +75.0% 7 $364
Bogart Wealth, LLC 0.00% No change 7 $364
TD Private Client Wealth LLC 0.00% New 6 $312
MV Capital Management, Inc. 0.00% New 5 $260

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