FortisFTS

13F holders, Q1 2026 (March 31)
347holders +33
47new positions
16sold out
7famous investors
$55.93avg. 13F price*

At the end of Q1 2026, 347 institutions reported holding Fortis Inc. (FTS) in their 13F filings, up 33 from Q4 2025. 47 opened new positions and 16 sold out. The largest holders were Royal Bank of Canada ($2.0B), Bank of Montreal ($1.4B) and FIL Ltd ($1.1B). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions47$47.4M
Exits16$15.3M

All 13F filers, Q4 2025 → Q1 2026: 15,367,424 shares bought and 11,948,598 shares sold, net +3,418,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

Royal Bank of Canada 0.37% Add +0.2% 35,241,451 $2.0B
Bank of Montreal 0.57% Add +1.1% 24,783,969 $1.4B
FIL Ltd 0.84% Reduce -2.5% 19,393,790 $1.1B
Vanguard Capital Management LLC 0.02% — 15,170,637 $846.4M
TD Asset Management Inc 0.61% Reduce -0.7% 13,434,588 $747.1M
Scotia Capital Inc. 2.15% Add +0.2% 9,392,836 $523.5M
TD Waterhouse Canada Inc. 1.53% Add +81.1% 9,306,560 $516.2M
Cibc World Market Inc. 0.77% Reduce -8.5% 7,835,890 $437.1M
1832 Asset Management L.P. 0.56% Reduce -10.1% 7,561,136 $421.8M
Geode Capital Management, LLC 0.02% Add +3.5% 6,826,997 $400.0M
National Bank of Canada 0.39% Reduce -7.6% 6,783,283 $377.6M
Legal & General Group Plc 0.08% Add +1.4% 6,037,793 $335.8M
Connor, Clark & Lunn Investment Management Ltd. 0.62% Add +14.2% 4,841,744 $270.2M
Bank of Nova Scotia 0.45% Add +4.2% 4,588,898 $256.0M
Mackenzie Financial Corp. 0.30% Add +35.8% 4,542,599 $253.4M
Vanguard Fiduciary Trust Co. 0.06% — 4,446,813 $248.1M
Beutel, Goodman & Co Ltd. 1.50% Reduce -8.0% 3,972,034 $220.9M
Manufacturers Life Insurance Company, The 0.19% Add +26.0% 3,951,893 $220.3M
Goldman Sachs Group Inc. 0.03% Reduce -25.5% 3,630,437 $202.5M
Vanguard Global Advisers, LLC 0.11% — 3,556,246 $198.4M
Toronto Dominion Bank 0.30% Reduce -27.5% 2,760,656 $154.0M
CIBC Asset Management Inc 0.36% Reduce -0.7% 2,638,464 $147.1M
Canada Pension Plan Investment Board 0.09% Add +6.3% 2,596,278 $144.9M
Two Sigma Investments, LP 0.12% Add +294.4% 2,507,701 $139.9M
JPMorgan Chase & Co. 0.01% Reduce -1.2% 2,439,391 $136.8M
Bank of America Corp. 0.01% Reduce -10.3% 2,126,515 $118.6M
Morgan Stanley 0.01% Reduce -45.6% 1,931,517 $107.8M
Swiss National Bank 0.05% Add +27.5% 1,701,282 $94.8M
Charles Schwab Investment Management Inc. 0.01% Add +5.5% 1,526,259 $84.9M
BlackRock, Inc. 0.00% Add +7.3% 1,517,701 $84.7M
Clearbridge Investments, LLC 0.07% Reduce -30.5% 1,478,645 $82.5M
Federation des caisses Desjardins du Quebec 0.28% Add +5.8% 1,391,343 $77.4M
Duff & Phelps Investment Management Co. 0.79% No change 981,900 $76.2M
Aviva PLC 0.12% Add +1.6% 1,335,812 $74.3M
Invesco Ltd. 0.01% Reduce -8.4% 1,203,627 $67.2M
Hillsdale Investment Management Inc. 1.65% Add +39.0% 1,088,628 $60.7M
Deutsche Bank AG 0.02% Add +6.6% 1,049,505 $58.6M
UBS Group AG 0.01% Add +112.9% 988,433 $55.1M
Cidel Asset Management Inc. 2.98% Add +82.5% 981,216 $54.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 935,019 $52.2M
Franklin Resources Inc. 0.01% Add +14.1% 926,273 $51.7M
QV Investors Inc. 3.84% Reduce -5.2% 853,037 $47.4M
First Trust Advisors LP 0.03% Reduce -5.5% 831,593 $46.4M
Fiera Capital Corp 0.15% Reduce -4.5% 800,638 $44.6M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -2.1% 790,446 $44.1M
Amundi 0.01% Reduce -10.2% 773,701 $43.2M
Mufg Securities (canada), LTD. 1.21% Reduce -2.2% 752,540 $41.9M
Guardian Capital LP 1.10% Add +1.0% 744,877 $41.4M
Dimensional Fund Advisors LP 0.01% Add +4.7% 710,664 $39.6M
Maryland State Retirement & Pension System 0.70% Add +7.6% 621,224 $34.7M
Woodbridge Co Ltd 0.12% No change 601,750 $33.6M
Citadel Advisors 0.02% Add +72.8% 598,381 $33.4M
CANADA LIFE ASSURANCE Co 0.06% Reduce -3.5% 570,274 $31.8M
Renaissance Technologies 0.04% Reduce -23.0% 507,452 $28.3M
Barclays PLC 0.01% Add +521.2% 501,985 $28.0M
Bank of New York Mellon Corp 0.01% Reduce -11.4% 496,326 $27.7M
Vanguard Investments Australia, Ltd. 0.08% — 489,982 $27.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Add +62.4% 430,178 $24.0M
Northern Trust Corp. 0.00% Add +42.2% 417,552 $23.3M
Caledonia Investments PLC 2.66% Reduce -10.2% 410,000 $22.8M
Bank of Nova Scotia Trust Co. 1.92% Add +2.1% 399,931 $22.3M
DekaBank Deutsche Girozentrale 0.04% No change 377,359 $21.5M
Northwest & Ethical Investments L.P. 0.50% Reduce -8.2% 384,702 $21.4M
Nuveen, LLC 0.01% Reduce -1.1% 354,710 $19.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +135.0% 343,072 $19.1M
Quadrature Capital Ltd 0.23% Add +9.0% 343,100 $19.1M
Quantinno Capital Management LP 0.03% Add +37.7% 333,219 $18.6M
Citigroup Inc. 0.01% Reduce -8.4% 329,910 $18.3M
Ieq Capital, LLC 0.08% Add +3575.3% 327,871 $18.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -52.7% 322,789 $18.0M
Coleford Investment Management Ltd. 4.25% Add +50.6% 311,400 $17.3M
Guardian Partners Inc. 1.43% Add +0.0% 307,724 $17.2M
OMERS ADMINISTRATION Corp 0.11% New 300,000 $16.7M
Pictet Asset Management Holding SA 0.02% Reduce -1.8% 291,583 $16.2M
State of Tennessee, Department of Treasury 0.05% Add +0.1% 281,275 $15.6M
Crossmark Global Holdings, Inc. 0.21% Reduce -3.0% 257,235 $14.4M
Triasima Portfolio Management inc. 2.15% Add +2.5% 256,307 $14.3M
Creative Planning 0.01% Add +22.6% 252,174 $14.1M
Addenda Capital Inc. 0.37% Reduce -0.7% 169,950 $13.2M
Man Group plc 0.03% Add +44.4% 222,514 $12.4M
APG Asset Management N.V. 0.04% Reduce -1.3% 252,453 $12.2M
Jane Street Group, LLC 0.01% Add +163.8% 216,954 $12.1M
Van Eck Associates Corp. 0.01% Add +4.4% 206,089 $11.5M
Russell Investments Group, Ltd. 0.01% Add +6.2% 205,719 $11.5M
Balyasny Asset Management L.P. 0.02% Add +62.0% 202,683 $11.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +13.2% 198,911 $11.1M
Mn Services Vermogensbeheer B.V. 0.07% No change 193,104 $10.7M
American Century Companies Inc. 0.01% Add +40.9% 187,585 $10.5M
Baillie Gifford & Co. 0.01% Reduce -31.2% 182,544 $10.2M
Andra AP-fonden 0.12% Add +292.3% 128,099 $9.9M
State of Wisconsin Investment Board 0.02% Add +0.5% 177,374 $9.9M
Bollard Group LLC 0.30% Add +17.0% 175,488 $9.8M
Federated Hermes, Inc. 0.02% Reduce -2.0% 175,439 $9.8M
AQR Capital Management 0.00% Reduce -18.5% 172,653 $9.6M
Gabelli Funds LLC 0.06% Reduce -0.5% 165,350 $9.2M
Davis-Rea LTD. 2.32% Reduce -3.1% 160,324 $8.9M
Envestnet Asset Management Inc. 0.00% Add +7.0% 151,735 $8.5M
D. E. Shaw & Co. 0.01% Reduce -39.5% 149,122 $8.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Reduce -9.1% 148,626 $8.3M
Richard C. Young & CO., LTD. 0.61% Reduce -2.2% 131,328 $7.3M
Alberta Investment Management Corp 0.05% Add +19.4% 119,735 $6.7M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.8% 115,172 $6.4M
BCV Asset Management Inc. 0.21% Add +5.0% 110,064 $6.1M
Neuberger Berman Group LLC 0.00% Reduce -13.6% 107,058 $6.0M
Purpose Unlimited Inc. 0.23% Add +55.3% 100,026 $5.6M
Trexquant Investment LP 0.04% Reduce -16.2% 98,831 $5.5M
Value Partners Investments Inc. 0.42% Reduce -12.6% 98,796 $5.5M
Aviso Financial Inc. 0.19% Reduce -0.5% 98,423 $5.5M
Korea Investment CORP 0.01% Reduce -74.3% 98,411 $5.5M
Farmers & Merchants Investments Inc. 0.15% Add +4.5% 95,942 $5.4M
Harvest Portfolios Group Inc. 0.09% Add +11.3% 95,598 $5.3M
Millennium Management 0.00% New 94,405 $5.3M
Hennessy Advisors Inc. 0.19% No change 94,176 $5.3M
Ninety One UK Ltd 0.01% Reduce -26.8% 93,518 $5.2M
Wells Fargo & Company 0.00% Add +2.8% 92,402 $5.1M
Public Sector Pension Investment Board 0.01% Add +7.4% 82,664 $4.6M
Gold Investment Management Ltd. 1.41% Add +1.9% 81,445 $4.5M
Swiss Life Asset Management Ltd 0.02% Add +15.1% 80,490 $4.5M
Knights of Columbus Asset Advisors LLC 0.25% Add +2.2% 78,512 $4.4M
Vanguard Portfolio Management LLC 0.00% — 78,239 $4.4M
Natixis Advisors, LLC 0.01% Add +9.6% 74,287 $4.1M
Jones Financial Companies LLLP 0.00% Add +3.9% 73,058 $4.1M
LPL Financial LLC 0.00% Add +20.8% 72,639 $4.1M
Investment Management Corp of Ontario 0.05% Add +16.7% 72,282 $4.0M
Newport Trust Company, LLC 0.01% Add +622.0% 71,545 $4.0M
Quantbot Technologies LP 0.16% New 71,458 $4.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +41.2% 69,793 $3.9M
FMR LLC 0.00% Add +0.3% 68,866 $3.8M
Greenland Capital Management LP 0.87% Add +240.7% 68,540 $3.8M
Ewing Morris & Co. Investment Partners Ltd. 1.65% Add +1.8% 65,538 $3.6M
XTX Topco Ltd 0.06% Add +34.7% 58,104 $3.2M
ProShare Advisors LLC 0.00% Reduce -0.2% 57,100 $3.2M
Ninepoint Partners LP 0.38% Reduce -3.4% 56,996 $3.2M
Tacita Capital Inc 1.83% Reduce -3.6% 55,542 $3.1M
Utah Retirement Systems 0.03% Reduce -1.0% 55,393 $3.1M
Intact Investment Management Inc. 0.08% Reduce -94.5% 51,030 $2.8M
DGS Capital Management, LLC 0.46% Add +2.4% 50,519 $2.8M
PCJ Investment Counsel Ltd. 0.79% New 49,670 $2.8M
Janus Henderson Group PLC 0.00% Add +103.4% 48,777 $2.7M
Raymond James Financial Inc. 0.00% Add +18.8% 47,944 $2.7M
Stifel Financial Corp. 0.00% Add +3.9% 46,825 $2.6M
Alliancebernstein L.P. 0.00% Add +1.6% 48,977 $2.5M
Capital World Investors 0.00% No change 41,721 $2.3M
Mariner, LLC 0.00% Add +5.4% 41,709 $2.3M
Public Employees Retirement System of Ohio 0.01% Reduce -56.5% 41,317 $2.3M
Gulf International Bank (UK) Ltd 0.05% Add +58.1% 38,848 $2.2M
Wellington Management Group LLP 0.00% Add +0.8% 38,144 $2.1M
Signaturefd, LLC 0.03% Add +0.7% 37,839 $2.1M
Y-Intercept (Hong Kong) Ltd 0.04% New 37,109 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -7.5% 34,217 $1.9M
HRT Financial LP 0.00% Add +340.3% 33,541 $1.9M
Addison Capital Co 0.33% Add +0.9% 32,797 $1.8M
Dynamic Technology Lab Private Ltd 0.30% New 32,690 $1.8M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.4% 29,074 $1.6M
Concorde Asset Management, LLC 0.79% No change 29,000 $1.6M
Ameriprise Financial Inc. 0.00% Add +35.6% 22,022 $1.6M
Royal London Asset Management Ltd. 0.00% Add +0.8% 27,288 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -14.9% 27,351 $1.5M
Savant Capital, LLC 0.01% Add +6.3% 25,838 $1.4M
Miller Howard Investments Inc. 0.04% Add +7.6% 24,613 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 24,153 $1.3M
Alps Advisors Inc. 0.01% Add +2.2% 23,188 $1.3M
Cetera Investment Advisers 0.00% Reduce -0.4% 23,148 $1.3M
Lazard Asset Management LLC 0.00% Reduce -1.7% 22,006 $1.2M
Thrivent Financial for Lutherans 0.00% New 21,834 $1.2M
Squarepoint Ops LLC 0.00% New 21,107 $1.2M
Keyvantage Wealth, LLC 0.51% Add +0.0% 20,854 $1.2M
Campbell & CO Investment Adviser LLC 0.07% New 20,811 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -9.9% 19,680 $1.1M
Louisbourg Investments Inc. 0.20% Reduce -57.8% 19,054 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -98.1% 19,052 $1.1M
Washington Capital Management, Inc. 0.89% No change 18,740 $1.0M
Centiva Capital, LP 0.05% New 18,667 $1.0M
US Bancorp \de 0.00% Reduce -3.9% 18,473 $1.0M
Vise Technologies, Inc. 0.02% No change 19,842 $1.0M
Private Advisor Group, LLC 0.00% Add +0.0% 18,132 $1.0M
Cumberland Partners Ltd 0.08% Reduce -6.4% 18,150 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.41% Add +3.0% 18,046 $1.0M
Gsa Capital Partners LLP 0.06% New 17,241 $962K
Janney Montgomery Scott LLC 0.00% Reduce -3.8% 16,458 $918K
Agf Management Ltd. 0.00% Reduce -46.4% 11,707 $909K
Vident Advisory, LLC 0.01% Add +2.2% 16,164 $902K
Allianz Asset Management GmbH 0.00% Add +104.6% 16,204 $901K
O'shaughnessy Asset Management, LLC 0.00% Reduce -47.2% 14,811 $826K
Truist Financial Corp. 0.00% Reduce -2.1% 14,450 $806K
UniSuper Management Pty Ltd 0.01% No change 10,100 $784K
Gotham Asset Management 0.00% New 13,883 $775K
Qube Research & Technologies Ltd 0.00% Reduce -69.1% 13,865 $774K
Intech Investment Management LLC 0.01% Reduce -2.4% 13,359 $743K
Metis Global Partners, LLC 0.02% Reduce -9.8% 13,295 $739K
Commonwealth Equity Services, LLC 0.00% Add +16.6% 13,216 $737K
Cardinal Capital Management, Inc. 0.02% Add +11.0% 13,000 $725K
Argonautica Private Wealth Management, Inc. 0.22% Add +6.9% 12,763 $712K
BNP Paribas Financial Markets 0.00% Reduce -4.5% 12,744 $711K
Credit Agricole S A 0.00% Add +4.9% 12,665 $707K
Rhumbline Advisers 0.00% Reduce -0.0% 12,468 $696K
Osaic Holdings, Inc. 0.00% Add +91.1% 12,178 $680K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.0% 11,779 $657K
CIBC Bancorp USA Inc. 0.00% — 11,772 $657K
PDT Partners, LLC 0.04% No change 11,600 $647K
Cerity Partners LLC 0.00% Add +11.7% 11,519 $643K
Pathstone Holdings, LLC 0.00% Add +2.9% 11,212 $626K
Aigen Investment Management, LP 0.16% Reduce -53.6% 8,765 $607K
Versant Capital Management, Inc 0.06% Add +9.0% 10,609 $592K
Cardinal Point Capital Management ULC 0.04% Add +0.1% 10,615 $591K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.5% 10,462 $584K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 10,403 $579K
Mercer Global Advisors Inc. 0.00% Reduce -0.4% 9,955 $555K
Viewpoint Investment Partners Corp. 0.25% New 10,247 $537K
MML Investors Services, LLC 0.00% Reduce -45.8% 9,514 $531K
JMN Financial LLC 0.52% Reduce -28.4% 9,493 $530K
Pacifica Partners Inc. 0.18% Reduce -1.0% 9,486 $528K
M&T Bank Corp 0.00% Reduce -3.8% 9,139 $510K
Aaron Wealth Advisors LLC 0.03% New 8,960 $500K
Cigna Investments Inc. 0.08% No change 8,970 $499K
Picton Mahoney Asset Management 0.01% New 8,737 $488K
Syon Capital LLC 0.02% Add +4.6% 8,398 $469K
111 Capital 0.11% New 8,046 $449K
Brevan Howard Capital Management LP 0.00% New 7,992 $446K
Letko, Brosseau & Associates Inc. 0.01% No change 7,900 $439K
Ignite Planners, LLC 0.07% Reduce -2.2% 7,832 $435K
Tower Research Capital LLC (TRC) 0.01% Add +661.8% 7,595 $424K
Candriam S.C.A. 0.00% Add +9.1% 7,388 $411K
Rockefeller Capital Management L.P. 0.00% Add +244.0% 7,163 $400K
J. Safra Sarasin Holding AG 0.01% Add +4.8% 7,110 $395K
Canoe Financial LP 0.01% Reduce -8.9% 6,919 $386K
Ritholtz Wealth Management 0.01% New 6,821 $381K
Natixis 0.00% Reduce -74.6% 6,731 $376K
Captrust Financial Advisors 0.00% Add +3.4% 6,644 $371K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.9% 6,446 $360K
Evergreen Capital Management LLC 0.01% No change 6,398 $357K
Beverly Hills Private Wealth, LLC 0.06% Reduce -7.9% 6,293 $351K
Silvercrest Asset Management Group LLC 0.00% No change 6,182 $345K
Baskin Financial Services Inc. 0.03% Reduce -18.3% 6,089 $340K
JCIC Asset Management Inc. 0.10% Add +1.7% 6,090 $339K
PCM Encore, LLC 0.07% No change 5,906 $329K
Benjamin Edwards Inc. 0.00% Add +11.3% 5,735 $320K
Oslo Pensjonsforsikring AS 0.05% — 5,700 $317K
Compound Planning, Inc. 0.01% Add +7.3% 5,628 $314K
Kingsview Wealth Management, LLC 0.00% Add +10.7% 5,486 $306K
Blair William & Co. 0.00% No change 5,443 $304K
Caprock Group, LLC 0.01% New 5,428 $303K
Advisory Services Network, LLC 0.00% Add +4.0% 5,201 $290K
Venturi Wealth Management, LLC 0.01% New 5,155 $288K
&partners 0.00% Reduce -43.8% 5,108 $285K
Fullerton Fund Management Co Ltd. 0.02% New 4,900 $273K
Aprio Wealth Management, LLC 0.01% Add +13.8% 4,868 $272K
HighTower Advisors, LLC 0.00% Add +14.0% 4,810 $268K
Focus Partners Wealth 0.00% New 4,754 $265K
EverSource Wealth Advisors, LLC 0.01% Add +41.0% 4,658 $260K
Virtu Financial LLC 0.01% New 4,643 $259K
Tudor Investment Corporation 0.00% New 4,623 $258K
Corient Private Wealth LP 0.00% New 5,138 $257K
Pure Financial Advisors, LLC 0.00% New 4,542 $253K
One Capital Management, LLC 0.01% No change 4,538 $252K
Brooklyn Investment Group 0.01% New 4,481 $250K
United Capital Financial Advisors, LLC 0.00% New 4,411 $246K
Weaver Capital Management LLC 0.05% Reduce -4.7% 4,368 $244K
Wealth Enhancement Advisory Services, LLC 0.00% New 4,263 $242K
Atria Investments, Inc 0.00% New 3,939 $220K
John G Ullman & Associates Inc. 0.03% No change 3,900 $217K
Susquehanna International Group, LLP 0.00% Reduce -55.4% 3,864 $216K
West Family Investments, Inc. 0.07% Reduce -26.8% 3,821 $213K
HB Wealth Management, LLC 0.00% New 3,758 $210K
Fideuram Asset Management (Ireland) dac 0.03% New 2,681 $197K
PNC Financial Services Group, Inc. 0.00% Add +10.9% 3,121 $174K
Huntington National Bank 0.00% No change 3,021 $169K
Parallel Advisors, LLC 0.00% Add +13.1% 2,826 $158K
1620 Investment Advisors, Inc. 0.11% Add +3.4% 2,806 $157K
Quadrant Capital Group LLC 0.00% Reduce -9.4% 2,725 $152K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 2,640 $147K
Creative Financial Designs Inc. 0.01% Reduce -21.4% 2,382 $133K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +212.1% 2,032 $113K
Cromwell Holdings LLC 0.06% No change 1,850 $103K
Smartleaf Asset Management LLC 0.00% Reduce -7.7% 1,784 $100K
Community Financial Services Group, LLC 0.02% New 1,727 $97K
Wellington-Altus USA Inc. 0.05% Add +8.4% 1,200 $85K
Compagnie Lombard Odier SCmA 0.00% No change 1,488 $83K
Larson Financial Group LLC 0.00% Add +7.0% 1,437 $80K
MAI Capital Management 0.00% Add +1.6% 1,392 $78K
Farther Finance Advisors, LLC 0.00% Add +0.6% 1,377 $77K
NewEdge Advisors, LLC 0.00% No change 1,283 $72K
Bessemer Group Inc. 0.00% Add +87.9% 1,167 $65K
LOM Asset Management Ltd 0.02% No change 835 $65K
Allworth Financial LP 0.00% Reduce -6.2% 1,082 $60K
Lanark Financial, Inc. 0.00% Reduce -3.1% 1,048 $58K
Golden State Wealth Management, LLC 0.01% Add +0.7% 925 $52K
Advisors Asset Management, Inc. 0.00% New 635 $35K
Trust Co. of Toledo NA 0.00% No change 597 $33K
Clarity Asset Management, Inc. 0.02% Reduce -11.9% 539 $30K
Scarborough Advisors, LLC 0.00% New 520 $29K
Harbour Investments, Inc. 0.00% Add +32.1% 448 $25K
BNP Paribas 0.00% New 448 $25K
GAMMA Investing LLC 0.00% No change 416 $23K
NFSG Corp 0.00% No change 400 $22K
Cwm, LLC 0.00% Add +2.2% 379 $21K
HM Payson & Co. 0.00% No change 368 $21K
Westside Investment Management, Inc. 0.00% No change 345 $20K
Dunhill Financial, LLC 0.00% No change 318 $18K
CoreCap Advisors, LLC 0.00% Add +72.3% 305 $17K
True Wealth Design, LLC 0.00% Add +114.3% 300 $17K
Twin Peaks Wealth Advisors, LLC 0.00% New 299 $17K
Steward Partners Investment Advisory, LLC 0.00% No change 295 $16K
WealthCollab, LLC 0.01% No change 260 $15K
Ancora Advisors LLC 0.00% Add +892.3% 258 $14K
Private Trust Co. NA 0.00% Reduce -22.7% 255 $14K
Brown Brothers Harriman & Co. 0.00% No change 253 $14K
Financial Management Professionals, Inc. 0.00% Add +1.8% 221 $12K
Cache Advisors, LLC 0.00% New 147 $11K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -71.4% 200 $11K
Bernard Wealth Management Corp. 0.00% No change 195 $11K
Bare Financial Services, Inc 0.00% Add +73.9% 193 $11K
Assetmark, Inc. 0.00% Add +51.8% 173 $10K
Wilmington Savings Fund Society, FSB 0.00% No change 171 $10K
Cornerstone Planning Group LLC 0.00% Add +36.4% 165 $9K
Elequin Capital, LP 0.00% New 139 $8K
Parkside Financial Bank & Trust 0.00% No change 117 $7K
Sunbelt Securities, Inc. 0.00% Add +0.9% 117 $7K
Strengthening Families & Communities, LLC 0.00% New 115 $6K
Essential Partners LLC 0.00% No change 109 $6K
Nemes Rush Group LLC 0.00% Add +1.0% 102 $6K
Spire Wealth Management 0.00% No change 99 $6K
Basepoint Wealth LLC 0.00% Add +2.1% 99 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 94 $5K
Mascoma Wealth Management LLC 0.00% No change 91 $5K
Financial Consulate, Inc. 0.00% Add +600.0% 84 $5K
Arax Advisory Partners 0.00% Reduce -91.2% 84 $5K
Mb, Levis & Associates, LLC 0.00% No change 77 $4K
IFP Advisors, Inc 0.00% No change 70 $4K
JPL Wealth Management, LLC 0.00% New 55 $3K
SHP Wealth Management 0.00% New 50 $3K
Gen-Wealth Partners Inc 0.00% Add +18.8% 38 $2K
SBI Securities Co., Ltd. 0.00% Add +2.8% 37 $2K
Hilton Head Capital Partners, LLC 0.00% No change 30 $2K
Mather Group, Llc. 0.00% New 25 $1K
Root Financial Partners, LLC 0.00% Add +50.0% 24 $1K
TD Private Client Wealth LLC 0.00% Add +266.7% 22 $1K
Penserra Capital Management LLC 0.00% No change 30 $1K
Godfrey Financial Associates, Inc. 0.00% No change 16 $893
MV Capital Management, Inc. 0.00% Add +180.0% 14 $782
Stone House Investment Management, LLC 0.00% No change 14 $781
Trust Co 0.00% No change 13 $725
Brown, Lisle/Cummings, Inc. 0.00% New 10 $558
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.5% 10 $558
Walsh & Associates, LLC 0.00% New 7 $391
Bogart Wealth, LLC 0.00% No change 7 $391
Kilter Group LLC 0.00% Reduce -42.9% 4 $224

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