FortisFTS

13F holders, Q2 2026 (June 30)
358holders +11
39new positions
28sold out
4famous investors
$57.85avg. 13F price*

At the end of Q2 2026, 358 institutions reported holding Fortis Inc. (FTS) in their 13F filings, up 11 from Q1 2026. 39 opened new positions and 28 sold out. The largest holders were Royal Bank of Canada ($2.0B), Bank of Montreal ($1.4B) and FIL Ltd ($1.0B). 4 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 Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$153.0M
Exits28$30.8M

All 13F filers, Q1 2026 → Q2 2026: 16,252,194 shares bought and 13,580,559 shares sold, net +2,671,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 358 holders

Royal Bank of Canada 0.34% Reduce -1.7% 34,638,382 $2.0B
Bank of Montreal 0.52% Reduce -0.6% 24,632,401 $1.4B
FIL Ltd 0.73% Reduce -8.6% 17,723,935 $1.0B
Vanguard Capital Management LLC 0.02% Add +1.4% 15,389,677 $881.7M
TD Asset Management Inc 0.48% Reduce -27.5% 9,738,606 $557.7M
TD Waterhouse Canada Inc. 1.41% Add +1.4% 9,436,026 $535.2M
Scotia Capital Inc. 1.98% Reduce -1.7% 9,235,087 $528.6M
Geode Capital Management, LLC 0.02% Add +8.0% 7,370,342 $445.1M
Cibc World Market Inc. 0.74% Reduce -1.3% 7,733,140 $442.6M
1832 Asset Management L.P. 0.52% Reduce -2.9% 7,343,075 $420.2M
National Bank of Canada 0.35% Add +3.1% 6,992,312 $399.6M
Mackenzie Financial Corp. 0.37% Reduce -0.5% 4,518,242 $367.1M
Norges Bank 0.03% — 6,089,626 $348.5M
Legal & General Group Plc 0.07% Reduce -3.2% 5,844,951 $334.7M
Connor, Clark & Lunn Investment Management Ltd. 0.59% Add +12.3% 5,436,620 $311.1M
Goldman Sachs Group Inc. 0.03% Add +32.5% 4,808,678 $275.2M
Vanguard Fiduciary Trust Co. 0.06% Add +1.3% 4,503,844 $258.0M
Bank of Nova Scotia 0.40% Reduce -2.1% 4,492,744 $257.4M
Vanguard Global Advisers, LLC 0.10% Add +9.7% 3,902,595 $223.6M
Federation des caisses Desjardins du Quebec 0.68% Add +175.5% 3,832,900 $219.0M
Beutel, Goodman & Co Ltd. 1.46% Reduce -12.6% 3,470,773 $198.8M
Morgan Stanley 0.01% Add +71.0% 3,303,825 $189.1M
Toronto Dominion Bank 0.30% Add +14.6% 3,163,013 $181.0M
Canada Pension Plan Investment Board 0.10% Add +19.6% 3,104,158 $177.7M
JPMorgan Chase & Co. 0.01% Add +5.3% 2,569,689 $148.5M
Manufacturers Life Insurance Company, The 0.12% Reduce -34.3% 2,595,054 $148.4M
CIBC Asset Management Inc 0.30% Reduce -10.3% 2,366,527 $135.7M
Bank of America Corp. 0.01% Reduce -1.2% 2,100,898 $120.2M
Ontario Teachers Pension Plan Board 0.73% New 2,001,045 $114.5M
BlackRock, Inc. 0.00% Add +28.3% 1,947,424 $111.5M
Two Sigma Investments, LP 0.09% Reduce -22.4% 1,947,249 $111.4M
Swiss National Bank 0.05% Reduce -3.6% 1,639,882 $93.7M
Charles Schwab Investment Management Inc. 0.01% Add +5.1% 1,603,660 $91.8M
Clearbridge Investments, LLC 0.07% Reduce -3.0% 1,434,665 $82.1M
Duff & Phelps Investment Management Co. 0.75% No change 981,900 $79.8M
Aviva PLC 0.11% Add +0.5% 1,342,109 $76.8M
Amundi 0.02% Add +57.8% 1,221,111 $69.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +16.3% 1,087,482 $62.3M
Barclays PLC 0.02% Add +114.0% 1,074,184 $61.5M
Deutsche Bank AG 0.02% Reduce -4.5% 1,002,166 $57.4M
Franklin Resources Inc. 0.01% Add +2.5% 949,657 $54.4M
Cidel Asset Management Inc. 2.50% Reduce -7.6% 906,780 $51.9M
Quadrature Capital Ltd 0.42% Add +148.1% 851,170 $48.7M
First Trust Advisors LP 0.03% Add +0.3% 833,697 $47.7M
QV Investors Inc. 3.62% Reduce -3.6% 822,277 $47.1M
Kayne Anderson Rudnick Investment Management LLC 0.14% Reduce -0.6% 785,654 $45.0M
Fiera Capital Corp 0.16% Reduce -4.2% 766,782 $43.8M
Dimensional Fund Advisors LP 0.01% Add +6.2% 754,489 $43.2M
Guardian Capital LP 1.02% Reduce -2.1% 728,917 $41.7M
Mufg Securities (canada), LTD. 1.11% Reduce -4.3% 720,199 $41.2M
Hillsdale Investment Management Inc. 0.90% Reduce -36.7% 689,039 $39.4M
Invesco Ltd. 0.00% Reduce -44.8% 665,053 $38.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.22% Add +45.0% 623,880 $35.7M
Maryland State Retirement & Pension System 0.61% Add +0.0% 621,346 $35.6M
Woodbridge Co Ltd 0.14% No change 601,750 $34.4M
CANADA LIFE ASSURANCE Co 0.05% Add +4.7% 596,977 $34.1M
Jane Street Group, LLC 0.02% Add +165.7% 576,437 $33.0M
Public Sector Pension Investment Board 0.08% Add +583.0% 564,593 $32.3M
Korea Investment CORP 0.06% Add +469.3% 560,211 $32.1M
Bank of New York Mellon Corp 0.00% Add +2.4% 508,417 $29.1M
Vanguard Investments Australia, Ltd. 0.07% Add +3.6% 507,456 $29.1M
Citigroup Inc. 0.01% Add +33.1% 439,061 $25.1M
Lighthouse Investment Partners, LLC 0.76% New 427,465 $24.5M
Northern Trust Corp. 0.00% Add +1.2% 422,532 $24.2M
Quantinno Capital Management LP 0.03% Add +25.2% 417,204 $23.9M
UBS Group AG 0.00% Reduce -58.1% 413,852 $23.7M
Citadel Advisors 0.01% Reduce -31.5% 410,117 $23.5M
Caledonia Investments PLC 2.66% No change 410,000 $23.5M
Northwest & Ethical Investments L.P. 0.54% Add +5.8% 406,892 $23.3M
Bank of Nova Scotia Trust Co. 1.83% Reduce -3.6% 385,419 $22.1M
DekaBank Deutsche Girozentrale 0.04% No change 377,359 $21.1M
Nuveen, LLC 0.01% Add +2.6% 363,857 $20.8M
Alberta Investment Management Corp 0.13% Add +203.0% 362,822 $20.8M
OMERS ADMINISTRATION Corp 0.12% Add +19.5% 358,474 $20.5M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +0.7% 345,605 $19.8M
Creative Planning 0.01% Add +35.0% 340,305 $19.5M
AQR Capital Management 0.01% Add +90.9% 329,594 $18.9M
Coleford Investment Management Ltd. 3.88% Reduce -0.0% 311,355 $17.8M
Pictet Asset Management Holding SA 0.02% Add +5.9% 308,736 $17.7M
APG Asset Management N.V. 0.04% Add +38.7% 350,154 $17.5M
Renaissance Technologies 0.02% Reduce -41.3% 297,952 $17.1M
Guardian Partners Inc. 1.49% Reduce -6.0% 289,159 $16.6M
State of Tennessee, Department of Treasury 0.05% Reduce -1.5% 277,051 $15.9M
Ieq Capital, LLC 0.07% Reduce -16.2% 274,795 $15.7M
Triasima Portfolio Management inc. 2.04% Add +2.7% 263,190 $15.1M
Andra AP-fonden 0.16% Add +33.0% 170,399 $13.8M
Addenda Capital Inc. 0.38% No change 169,950 $13.8M
American Century Companies Inc. 0.01% Add +26.1% 236,629 $13.6M
Van Eck Associates Corp. 0.01% Add +8.9% 224,393 $12.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +2.9% 204,655 $11.7M
Russell Investments Group, Ltd. 0.01% Reduce -6.9% 191,604 $11.0M
Bollard Group LLC 0.31% Add +2.9% 180,613 $10.3M
Federated Hermes, Inc. 0.01% Reduce -1.2% 173,370 $9.9M
Gabelli Funds LLC 0.06% No change 165,350 $9.5M
State of Wisconsin Investment Board 0.02% Reduce -10.1% 159,474 $9.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Add +7.2% 159,354 $9.1M
Trexquant Investment LP 0.05% Add +57.1% 155,267 $8.9M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -23.5% 147,804 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -5.6% 143,171 $8.2M
Balyasny Asset Management L.P. 0.01% Reduce -33.8% 134,101 $7.7M
Intact Investment Management Inc. 0.22% Add +162.2% 133,800 $7.7M
Richard C. Young & CO., LTD. 0.55% Reduce -1.1% 129,834 $7.4M
Nykredit A/S 0.03% — 126,757 $7.3M
D. E. Shaw & Co. 0.00% Reduce -17.1% 123,572 $7.1M
Baillie Gifford & Co. 0.01% Reduce -38.5% 112,306 $6.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -2.7% 112,022 $6.4M
Neuberger Berman Group LLC 0.00% Add +3.3% 110,592 $6.3M
BCV Asset Management Inc. 0.19% Reduce -0.9% 109,041 $6.3M
Harvest Portfolios Group Inc. 0.09% Add +14.6% 109,571 $6.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -66.9% 106,749 $6.1M
Hennessy Advisors Inc. 0.19% Add +8.5% 102,176 $5.8M
Ameriprise Financial Inc. 0.00% Add +234.6% 73,683 $5.8M
Purpose Unlimited Inc. 0.22% Add +0.5% 100,553 $5.8M
Farmers & Merchants Investments Inc. 0.14% Add +5.1% 100,834 $5.8M
Ninepoint Partners LP 0.50% Add +71.7% 97,861 $5.6M
HRT Financial LP 0.01% Add +189.5% 97,113 $5.6M
Swiss Life Asset Management Ltd 0.02% Add +16.3% 93,606 $5.3M
Value Partners Investments Inc. 0.37% Reduce -7.2% 91,676 $5.2M
Man Group plc 0.01% Reduce -59.4% 90,329 $5.2M
Natixis Advisors, LLC 0.01% Add +15.1% 85,502 $4.9M
Gold Investment Management Ltd. 1.28% Add +1.0% 82,252 $4.7M
Aviso Financial Inc. 0.16% Reduce -17.3% 81,411 $4.7M
Knights of Columbus Asset Advisors LLC 0.23% Add +3.4% 81,195 $4.6M
Wells Fargo & Company 0.00% Reduce -12.3% 81,073 $4.6M
Jones Financial Companies LLLP 0.00% Add +5.3% 76,935 $4.5M
Newport Trust Company, LLC 0.01% Add +3.3% 73,912 $4.2M
FMR LLC 0.00% Add +6.6% 73,429 $4.2M
Investment Management Corp of Ontario 0.05% Add +0.6% 72,682 $4.2M
LPL Financial LLC 0.00% Reduce -5.5% 68,661 $3.9M
Vanguard Portfolio Management LLC 0.00% Reduce -13.6% 67,577 $3.9M
Ewing Morris & Co. Investment Partners Ltd. 1.98% Add +0.8% 66,028 $3.8M
Greenland Capital Management LP 0.81% Reduce -4.4% 65,500 $3.8M
ProShare Advisors LLC 0.01% Add +4.7% 59,781 $3.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -15.5% 59,004 $3.4M
Tacita Capital Inc 1.72% No change 55,542 $3.2M
Quantbot Technologies LP 0.12% Reduce -23.9% 54,375 $3.1M
Raymond James Financial Inc. 0.00% Add +12.6% 53,978 $3.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -79.2% 53,607 $3.1M
Alliancebernstein L.P. 0.00% Add +9.7% 53,722 $3.0M
Utah Retirement Systems 0.03% Reduce -8.4% 50,734 $2.9M
Fideuram Asset Management (Ireland) dac 0.05% Add +1154.2% 33,625 $2.7M
Capital World Investors 0.00% Add +9.1% 45,507 $2.6M
Public Employees Retirement System of Ohio 0.01% Add +8.2% 44,701 $2.6M
Mariner, LLC 0.00% Add +7.2% 44,718 $2.6M
Signaturefd, LLC 0.03% Add +5.2% 39,804 $2.3M
Jupiter Topco LLC 0.00% — 39,244 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +275.4% 39,052 $2.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.4% 38,310 $2.2M
Wellington Management Group LLP 0.00% Reduce -2.0% 37,383 $2.1M
Baird Financial Group, Inc. 0.00% Add +6.8% 36,560 $2.1M
Murchinson Ltd. 1.00% New 35,433 $2.0M
PCJ Investment Counsel Ltd. 0.58% Reduce -29.6% 34,990 $2.0M
Orion Porfolio Solutions, LLC 0.01% Add +16.3% 33,815 $1.9M
Thrivent Financial for Lutherans 0.00% Add +46.3% 31,949 $1.8M
Sciencast Management LP 0.38% New 31,813 $1.8M
Treasurer of the State of North Carolina 0.00% New 31,472 $1.8M
Addison Capital Co 0.29% Reduce -4.7% 31,251 $1.8M
Lazard Asset Management LLC 0.00% Add +39.3% 30,660 $1.8M
Alps Advisors Inc. 0.01% Add +30.6% 30,275 $1.7M
XTX Topco Ltd 0.02% Reduce -48.8% 29,777 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 27,351 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +83.2% 27,140 $1.6M
Miller Howard Investments Inc. 0.04% Add +3.6% 25,499 $1.5M
Savant Capital, LLC 0.00% Reduce -3.6% 24,911 $1.4M
Ethic Inc. 0.02% New 24,781 $1.4M
Louisbourg Investments Inc. 0.26% Add +27.9% 24,371 $1.4M
Cetera Investment Advisers 0.00% Add +1.2% 23,433 $1.3M
Royal London Asset Management Ltd. 0.00% Reduce -16.6% 22,750 $1.3M
Vise Technologies, Inc. 0.01% Add +12.8% 22,372 $1.3M
Keyvantage Wealth, LLC 0.45% No change 20,854 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +3.9% 20,445 $1.2M
UniSuper Management Pty Ltd 0.01% Add +42.0% 14,347 $1.2M
Allianz Asset Management GmbH 0.00% Add +21.6% 19,700 $1.1M
Qube Research & Technologies Ltd 0.00% Add +41.3% 19,594 $1.1M
Capstone Investment Advisors, LLC 0.01% New 19,544 $1.1M
Vident Advisory, LLC 0.01% Add +18.8% 19,195 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.39% Add +3.9% 18,755 $1.1M
US Bancorp \de 0.00% Add +0.6% 18,577 $1.1M
Cumberland Partners Ltd 0.07% Add +0.3% 18,200 $1.0M
Private Advisor Group, LLC 0.00% Add +0.0% 18,137 $1.0M
Janney Montgomery Scott LLC 0.00% Add +5.7% 17,388 $995K
BNP Paribas Financial Markets 0.00% Add +30.4% 16,615 $951K
Agf Management Ltd. 0.00% Reduce -0.7% 11,630 $945K
Assenagon Asset Management S.A. 0.00% Reduce -13.5% 16,475 $944K
Washington Capital Management, Inc. 0.61% Reduce -13.9% 16,140 $924K
Picton Mahoney Asset Management 0.01% Add +79.4% 15,676 $896K
Rockefeller Capital Management L.P. 0.00% Add +115.7% 15,451 $884K
Stifel Financial Corp. 0.00% Reduce -67.9% 15,010 $859K
Susquehanna International Group, LLP 0.00% Add +287.6% 14,976 $857K
Mercer Global Advisors Inc. 0.00% Add +44.3% 14,361 $822K
Argonautica Private Wealth Management, Inc. 0.20% Add +10.1% 14,050 $804K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +15.9% 13,653 $781K
Truist Financial Corp. 0.00% Reduce -5.6% 13,645 $781K
Commonwealth Equity Services, LLC 0.00% Add +2.3% 13,521 $774K
Intech Investment Management LLC 0.01% No change 13,359 $765K
Cerity Partners LLC 0.00% Add +14.8% 13,228 $757K
Cardinal Capital Management, Inc. 0.02% No change 13,000 $744K
Rhumbline Advisers 0.00% Add +1.1% 12,607 $721K
Cardinal Point Capital Management ULC 0.04% Add +14.1% 12,115 $693K
Pathstone Holdings, LLC 0.00% Add +6.9% 11,989 $686K
CIBC Bancorp USA Inc. 0.00% No change 11,772 $674K
Credit Agricole S A 0.00% Reduce -8.6% 11,582 $663K
Brevan Howard Capital Management LP 0.01% Add +38.9% 11,101 $635K
Aaron Wealth Advisors LLC 0.03% Add +23.3% 11,046 $632K
Versant Capital Management, Inc 0.06% Add +3.3% 10,957 $627K
MML Investors Services, LLC 0.00% Add +13.6% 10,812 $619K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.2% 10,485 $600K
Osaic Holdings, Inc. 0.00% Reduce -15.3% 10,315 $592K
Viewpoint Investment Partners Corp. 0.20% Reduce -0.7% 10,173 $581K
JMN Financial LLC 0.43% Add +2.0% 9,681 $554K
Pacifica Partners Inc. 0.17% No change 9,486 $549K
Tower Research Capital LLC (TRC) 0.01% Add +25.5% 9,534 $546K
M&T Bank Corp 0.00% No change 9,139 $523K
Cigna Investments Inc. 0.07% No change 8,970 $514K
Syon Capital LLC 0.02% Add +3.8% 8,714 $499K
BTG Pactual Asset Management US LLC 0.04% New 8,710 $498K
Worldquant Millennium Advisors LLC 0.00% New 8,359 $478K
HSBC Holdings PLC 0.00% New 8,168 $467K
Ignite Planners, LLC 0.06% Add +3.6% 8,117 $465K
Captrust Financial Advisors 0.00% Add +21.9% 8,097 $463K
Natixis 0.00% Add +19.1% 8,018 $459K
Squarepoint Ops LLC 0.00% Reduce -62.3% 7,965 $456K
Letko, Brosseau & Associates Inc. 0.01% No change 7,900 $452K
Lombard Odier Asset Management (Switzerland) SA 0.01% New 7,800 $446K
Focus Partners Wealth 0.00% Add +61.1% 7,657 $438K
Baskin Financial Services Inc. 0.03% Add +21.4% 7,389 $423K
Candriam S.C.A. 0.00% No change 7,388 $423K
Ritholtz Wealth Management 0.01% Add +3.7% 7,076 $405K
Gsa Capital Partners LLP 0.03% Reduce -59.4% 7,001 $401K
Hazelview Securities Inc. 0.06% New 6,902 $398K
J. Safra Sarasin Holding AG 0.01% No change 7,110 $395K
Meridian Wealth Management, LLC 0.01% New 6,602 $378K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.9% 6,572 $376K
Compound Planning, Inc. 0.01% Add +15.3% 6,492 $372K
Canoe Financial LP 0.00% Reduce -7.5% 6,402 $366K
Evergreen Capital Management LLC 0.01% Reduce -0.8% 6,347 $363K
Wealth Enhancement Advisory Services, LLC 0.00% Add +48.3% 6,322 $363K
Venturi Wealth Management, LLC 0.01% Add +21.5% 6,264 $358K
Silvercrest Asset Management Group LLC 0.00% No change 6,182 $354K
Benjamin Edwards Inc. 0.00% Add +5.8% 6,068 $347K
PCM Encore, LLC 0.06% Add +0.9% 5,962 $341K
JCIC Asset Management Inc. 0.10% No change 6,090 $339K
Caprock Group, LLC 0.01% Add +8.8% 5,903 $338K
PDT Partners, LLC 0.02% Reduce -50.0% 5,800 $332K
United Capital Financial Advisors, LLC 0.00% Add +31.0% 5,779 $331K
Corient Private Wealth LP 0.00% Add +9.5% 5,628 $322K
Blair William & Co. 0.00% Add +2.6% 5,587 $320K
Kingsview Wealth Management, LLC 0.00% Add +0.5% 5,515 $316K
Aprio Wealth Management, LLC 0.02% Add +12.7% 5,485 $314K
Advance Capital Management, Inc. 0.01% New 5,400 $309K
Advisory Services Network, LLC 0.00% Add +1.9% 5,300 $303K
Atria Investments, Inc 0.00% Add +33.5% 5,259 $301K
EP Wealth Advisors, LLC 0.00% New 5,169 $296K
Pure Financial Advisors, LLC 0.00% Add +7.1% 4,863 $278K
Lorne Steinberg Wealth Management Inc. 0.05% New 4,656 $267K
Oslo Pensjonsforsikring AS 0.03% Reduce -19.3% 4,600 $263K
SG Americas Securities, LLC 0.00% New 3,254 $255K
One Capital Management, LLC 0.01% No change 4,538 $252K
Horizon Investment Services, LLC 0.07% New 4,367 $250K
Weaver Capital Management LLC 0.05% No change 4,368 $244K
&partners 0.00% Reduce -16.6% 4,258 $244K
Bridgewater Advisors Inc. 0.01% New 4,029 $228K
Y-Intercept (Hong Kong) Ltd 0.00% Reduce -89.3% 3,962 $227K
John G Ullman & Associates Inc. 0.03% No change 3,900 $223K
Xcelsior Advisor Partners LLC 0.03% New 3,750 $215K
West Family Investments, Inc. 0.06% Reduce -3.8% 3,675 $210K
Merit Financial Group, LLC 0.00% New 3,630 $208K
Park Avenue Securities LLC 0.00% New 3,624 $207K
HB Wealth Management, LLC 0.00% Reduce -4.7% 3,580 $205K
Sanctuary Advisors, LLC 0.00% New 3,577 $205K
Legacy Financial Advisors, Inc. 0.02% New 3,566 $204K
ExodusPoint Capital Management, LP 0.00% New 3,527 $202K
Composition Wealth, LLC 0.00% New 3,495 $200K
Arax Advisory Partners 0.00% Add +4048.8% 3,485 $199K
EverSource Wealth Advisors, LLC 0.01% Reduce -28.1% 3,350 $192K
PNC Financial Services Group, Inc. 0.00% Reduce -0.5% 3,106 $178K
Huntington National Bank 0.00% Add +0.6% 3,039 $174K
Parallel Advisors, LLC 0.00% Add +7.2% 3,030 $173K
1620 Investment Advisors, Inc. 0.10% Add +2.1% 2,866 $164K
Global Retirement Partners, LLC 0.00% — 2,852 $163K
Creative Financial Designs Inc. 0.01% Reduce -0.6% 2,369 $136K
Caitong International Asset Management Co., Ltd 0.02% Add +23550.0% 2,365 $135K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 2,032 $116K
Cromwell Holdings LLC 0.05% No change 1,850 $106K
Smartleaf Asset Management LLC 0.00% No change 1,784 $103K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.3% 1,761 $101K
Larson Financial Group LLC 0.00% Add +20.7% 1,734 $99K
Advisors Asset Management, Inc. 0.00% Add +154.3% 1,615 $92K
Farther Finance Advisors, LLC 0.00% Add +12.2% 1,545 $88K
Wellington-Altus USA Inc. 0.06% No change 1,200 $82K
NewEdge Advisors, LLC 0.00% No change 1,283 $73K
Bessemer Group Inc. 0.00% Add +3.2% 1,204 $69K
LOM Asset Management Ltd 0.02% No change 835 $68K
Allworth Financial LP 0.00% Add +0.7% 1,090 $62K
Community Financial Services Group, LLC 0.01% Reduce -44.0% 968 $55K
Golden State Wealth Management, LLC 0.00% Add +0.7% 931 $53K
Lanark Financial, Inc. 0.00% Reduce -13.0% 912 $52K
Trust Co. of Toledo NA 0.00% No change 597 $34K
Silver Grove Financial Group, Inc. 0.02% New 549 $31K
Aberdeen Wealth Management LLC 0.01% New 545 $31K
Trust Co. of Vermont 0.00% — 451 $26K
Harbour Investments, Inc. 0.00% No change 448 $26K
BNP Paribas 0.00% No change 448 $26K
GAMMA Investing LLC 0.00% No change 416 $24K
NFSG Corp 0.00% No change 400 $23K
HM Payson & Co. 0.00% No change 368 $21K
Bare Financial Services, Inc 0.00% Add +85.5% 358 $20K
Westside Investment Management, Inc. 0.00% No change 345 $20K
Dunhill Financial, LLC 0.00% No change 318 $18K
CoreCap Advisors, LLC 0.00% No change 305 $17K
Steward Partners Investment Advisory, LLC 0.00% Add +3.0% 304 $17K
Concord Wealth Partners 0.00% New 300 $17K
True Wealth Design, LLC 0.00% Reduce -3.0% 291 $17K
Private Trust Co. NA 0.00% Add +2.8% 262 $15K
WealthCollab, LLC 0.01% No change 260 $15K
Brown Brothers Harriman & Co. 0.00% No change 253 $14K
Financial Management Professionals, Inc. 0.00% Add +1.8% 225 $13K
Elevation Wealth Partners, LLC 0.00% New 214 $12K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 200 $11K
Bernard Wealth Management Corp. 0.00% No change 195 $11K
Cornerstone Planning Group LLC 0.00% Add +3.6% 171 $10K
Assetmark, Inc. 0.00% No change 173 $10K
Wilmington Savings Fund Society, FSB 0.00% No change 171 $10K
Elequin Capital, LP 0.00% Add +4.3% 145 $8K
Financial Consulate, Inc. 0.00% Add +71.4% 144 $8K
Optiver Holding B.V. 0.00% New 130 $7K
Parkside Financial Bank & Trust 0.00% No change 117 $7K
Strengthening Families & Communities, LLC 0.00% Add +0.9% 116 $7K
Essential Partners LLC 0.00% No change 109 $6K
Nemes Rush Group LLC 0.00% No change 102 $6K
Basepoint Wealth LLC 0.00% No change 99 $6K
Spire Wealth Management 0.00% No change 99 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 94 $5K
Mascoma Wealth Management LLC 0.00% No change 91 $5K
TD Private Client Wealth LLC 0.00% Add +272.7% 82 $5K
Medallion Wealth Advisors, LLC 0.00% New 80 $5K
Mb, Levis & Associates, LLC 0.00% No change 77 $4K
JPL Wealth Management, LLC 0.00% No change 55 $3K
BOK Financial Private Wealth, Inc. 0.00% New 55 $3K
SHP Wealth Management 0.00% No change 50 $3K
IFP Advisors, Inc 0.00% Reduce -32.9% 47 $3K
Gen-Wealth Partners Inc 0.00% No change 38 $2K
SBI Securities Co., Ltd. 0.00% No change 37 $2K
Hilton Head Capital Partners, LLC 0.00% No change 30 $2K
Financial Network Wealth Advisors LLC 0.00% New 25 $1K
Mather Group, Llc. 0.00% No change 25 $1K
Stone House Investment Management, LLC 0.00% Add +42.9% 20 $1K
Penserra Capital Management LLC 0.00% No change 30 $1K
Godfrey Financial Associates, Inc. 0.00% No change 16 $916
Quarry LP 0.00% New 16 $916
Trust Co 0.00% No change 13 $744
MV Capital Management, Inc. 0.00% Reduce -14.3% 12 $687
LRI Investments, LLC 0.00% New 11 $630
Marshall Investment Management, LLC 0.00% New 7 $401
Bogart Wealth, LLC 0.00% No change 7 $401
Kilter Group LLC 0.00% Reduce -25.0% 3 $172
Transamerica Financial Advisors, LLC 0.00% New 2 $114
Tounjian Advisory Partners, LLC 0.00% New 1 $79

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