Gen DigitalGEN

13F holders, Q4 2024 (December 31)
654holders +68
77new positions
38sold out
10famous investors
$27.38avg. 13F price*

At the end of Q4 2024, 654 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, up 68 from Q3 2024. 77 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.5B) and FMR LLC ($872.5M). 10 famous investors held it, including Jeff Smith (8.7% of Starboard Value's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Gen Digital Inc.
Sector
Technology
CUSIP
668771108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 537Q1 2024Q2 2024: 567Q2 2024Q3 2024: 586Q3 2024Q4 2024: 654Q4 2024Q1 2025: 644Q1 2025Q2 2025: 654Q2 2025Q3 2025: 676Q3 2025Q4 2025: 689Q4 2025Q1 2026: 672Q1 2026Q2 2026: 686Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions77$153.5M
Exits38$254.6M

All 13F filers, Q3 2024 → Q4 2024: 30,759,752 shares bought and 36,869,591 shares sold, net −6,109,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 654 holders

Vanguard Group Inc. 0.03% Add +1.0% 67,177,304 $1.8B
BlackRock, Inc. 0.03% Add +1.4% 53,933,082 $1.5B
FMR LLC 0.05% Reduce -15.5% 31,866,657 $872.5M
State Street Corp. 0.03% Add +5.4% 28,539,944 $781.4M
Ameriprise Financial Inc. 0.14% Reduce -8.7% 20,298,396 $555.8M
Starboard Value 8.69% No change 17,516,604 $479.6M
Beutel, Goodman & Co Ltd. 2.45% Reduce -0.1% 16,450,713 $450.4M
Pacer Advisors, Inc. 1.00% Reduce -7.8% 16,256,771 $445.1M
Geode Capital Management, LLC 0.03% Add +2.4% 14,326,170 $392.8M
Nuveen Asset Management, LLC 0.10% Add +17.4% 12,263,599 $335.8M
First Trust Advisors LP 0.29% Reduce -1.4% 11,943,691 $327.0M
Boston Partners 0.32% Add +3.4% 9,727,115 $266.3M
Invesco Ltd. 0.04% Add +3.8% 8,735,467 $239.2M
Lyrical Asset Management LP 3.49% Add +1.1% 8,630,673 $236.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +22.7% 8,546,404 $234.0M
Franklin Resources Inc. 0.07% Reduce -12.6% 8,535,571 $233.7M
LSV Asset Management 0.51% Reduce -6.2% 8,088,680 $221.5M
Legal & General Group Plc 0.06% Reduce -7.7% 8,027,735 $219.8M
T. Rowe Price Associates Inc. 0.02% Reduce -0.8% 7,645,523 $209.3M
Alliancebernstein L.P. 0.07% Reduce -26.4% 7,441,026 $203.7M
Northern Trust Corp. 0.03% Add +8.7% 6,727,040 $184.2M
Pictet Asset Management Holding SA 0.18% Reduce -16.8% 5,946,301 $162.8M
Dimensional Fund Advisors LP 0.04% Add +14.1% 5,606,846 $153.5M
Morgan Stanley 0.01% Add +12.6% 5,121,166 $140.2M
Bank of New York Mellon Corp 0.03% Reduce -2.3% 5,067,476 $138.7M
Deutsche Bank AG 0.04% Add +8.4% 3,737,734 $102.3M
Charles Schwab Investment Management Inc. 0.02% Add +3.4% 3,337,808 $91.4M
Brown Advisory Inc. 0.11% Add +4.7% 3,221,255 $88.2M
Amundi 0.03% Add +38.8% 3,080,996 $83.5M
JPMorgan Chase & Co. 0.01% Reduce -12.8% 3,027,635 $82.9M
Goldman Sachs Group Inc. 0.01% Add +58.3% 2,675,190 $73.2M
California Public Employees Retirement System 0.05% Add +0.5% 2,522,896 $69.1M
AQR Capital Management 0.08% Add +17.3% 2,370,575 $64.9M
Neuberger Berman Group LLC 0.05% Reduce -6.5% 2,356,761 $64.5M
Penserra Capital Management LLC 1.12% Reduce -5.8% 2,235,351 $61.2M
HSBC Holdings PLC 0.04% Add +62.0% 2,194,930 $60.1M
Bank of Montreal 0.03% Add +6.0% 2,146,002 $58.8M
KBC Group NV 0.16% Add +221.6% 2,086,831 $57.1M
Barclays PLC 0.03% Reduce -15.7% 1,966,603 $53.8M
Arrowstreet Capital, Limited Partnership 0.04% Add +89.3% 1,948,353 $53.3M
AXA S.A. 0.16% Add +29.3% 1,896,740 $51.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Reduce -5.0% 1,696,705 $46.5M
National Pension Service 0.04% Reduce -6.2% 1,661,903 $45.5M
Swiss National Bank 0.03% Reduce -6.4% 1,564,975 $42.8M
Qube Research & Technologies Ltd 0.07% New 1,516,836 $41.5M
Raymond James Financial Inc. 0.01% — 1,395,659 $38.2M
Triodos Investment Management BV 3.07% Reduce -1.0% 1,388,538 $38.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -3.1% 1,367,539 $37.4M
Royal Bank of Canada 0.01% Add +23.6% 1,324,392 $36.3M
Norges Bank 0.00% Add +11.1% 1,266,021 $34.7M
Alberta Investment Management Corp 0.24% Reduce -13.8% 1,250,000 $34.2M
Bank of America Corp. 0.00% Reduce -24.4% 1,225,060 $33.5M
UBS Group AG 0.01% Add +3.0% 1,183,850 $32.4M
Andra AP-fonden 0.51% Add +30.1% 1,155,300 $31.6M
Rhumbline Advisers 0.03% Reduce -3.3% 1,046,743 $28.7M
Achmea Investment Management B.V. 0.47% Reduce -3.9% 1,037,404 $28.4M
Pinebridge Investments, L.P. 0.21% Add +40.9% 1,028,963 $28.2M
TD Asset Management Inc 0.02% Reduce -3.9% 956,967 $26.2M
Gotham Asset Management 0.25% Add +3.2% 945,868 $25.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +1.2% 926,000 $25.4M
California State Teachers Retirement System 0.03% Reduce -9.5% 888,619 $24.3M
Sei Investments Co. 0.03% Add +55.1% 872,638 $23.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +3.8% 855,285 $23.5M
Millennium Management 0.02% Reduce -65.1% 771,390 $21.1M
Prudential Financial Inc. 0.03% Add +32.6% 769,812 $21.1M
Park West Asset Management LLC 1.68% Reduce -74.9% 737,979 $20.2M
Balyasny Asset Management L.P. 0.05% New 724,862 $19.8M
Swedbank AB 0.02% Add +19.0% 712,370 $19.5M
Wells Fargo & Company 0.00% Add +25.3% 704,925 $19.3M
Principal Financial Group Inc. 0.01% Reduce -5.8% 699,591 $19.2M
Assenagon Asset Management S.A. 0.03% Add +1368.2% 694,665 $19.0M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +175.1% 687,048 $18.8M
Caisse de depot et placement du Quebec 0.04% Add +128.6% 683,769 $18.7M
LBP Am SA 0.25% Add +2169.4% 662,410 $18.1M
CANADA LIFE ASSURANCE Co 0.03% Reduce -12.9% 662,157 $18.1M
KLP Kapitalforvaltning As 0.08% — 647,769 $17.7M
APG Asset Management N.V. 0.05% Add +85.8% 658,957 $17.4M
State Board of Administration of Florida Retirement System 0.03% No change 601,480 $16.5M
Railway Pension Investments Ltd 0.21% Add +171.5% 570,200 $15.6M
Victory Capital Management Inc. 0.02% Reduce -38.9% 555,888 $15.2M
Citigroup Inc. 0.01% Reduce -31.9% 540,575 $14.8M
State of Wisconsin Investment Board 0.04% Add +4.4% 540,285 $14.8M
New York State Teachers Retirement System 0.03% Add +7.5% 532,279 $14.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 524,708 $14.4M
Tudor Investment Corporation 0.15% Add +44.3% 524,369 $14.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -24.6% 504,011 $13.8M
Treasurer of the State of North Carolina 0.05% Reduce -3.3% 488,512 $13.4M
Danske Bank A/S 0.04% Add +78.7% 483,364 $13.2M
Worldquant Millennium Advisors LLC 0.08% Reduce -40.0% 477,343 $13.1M
Asset Management One Co., Ltd. 0.04% Reduce -4.5% 468,759 $13.0M
Jane Street Group, LLC 0.02% Add +96.2% 467,527 $12.8M
Allianz Asset Management GmbH 0.02% Add +0.5% 459,641 $12.6M
Unigestion Holding SA 0.71% Reduce -68.9% 451,206 $12.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.39% Reduce -9.2% 449,365 $12.3M
Storebrand Asset Management As 0.04% Add +16.9% 447,742 $12.3M
Twinbeech Capital LP 0.21% New 447,155 $12.2M
ABN AMRO Bank N.V. 0.16% Reduce -1.0% 448,043 $12.1M
Iridian Asset Management LLC 3.22% Reduce -8.5% 441,492 $12.1M
Aberdeen Group plc 0.02% Reduce -11.9% 425,760 $11.7M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -23.3% 391,617 $10.7M
Toronto Dominion Bank 0.02% Add +29.1% 389,011 $10.6M
Brandywine Global Investment Management, LLC 0.08% Reduce -7.0% 380,425 $10.4M
NorthCoast Asset Management LLC 0.05% Reduce -0.2% 377,653 $10.3M
Schroder Investment Management Group 0.01% Add +971.7% 355,952 $9.7M
Manufacturers Life Insurance Company, The 0.01% Add +1.2% 334,307 $9.2M
Quantinno Capital Management LP 0.09% Add +88.7% 333,916 $9.1M
Aviva PLC 0.02% Add +401.6% 333,608 $9.1M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 330,734 $9.1M
Susquehanna International Group, LLP 0.01% Add +104.4% 329,838 $9.0M
Permit Capital, LLC 3.06% No change 325,000 $8.9M
Los Angeles Capital Management LLC 0.04% Add +543.1% 324,527 $8.9M
Northwest & Ethical Investments L.P. 0.24% Add +51.9% 322,138 $8.8M
New York State Common Retirement Fund 0.01% Reduce -7.8% 320,495 $8.8M
Bridgewater Associates 0.04% Reduce -41.2% 304,248 $8.3M
National Bank of Canada 0.01% Add +659.8% 294,198 $8.1M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.0% 284,626 $7.8M
AustralianSuper Pty Ltd 0.04% Add +4.5% 281,586 $7.7M
ExodusPoint Capital Management, LP 0.08% New 281,472 $7.7M
State of Tennessee, Department of Treasury 0.03% Add +38.8% 279,632 $7.7M
Russell Investments Group, Ltd. 0.01% Reduce -1.2% 277,430 $7.6M
Royal London Asset Management Ltd. 0.02% Add +25.6% 263,506 $7.2M
Cozad Asset Management Inc. 0.67% Add +11.6% 262,400 $7.2M
Crossmark Global Holdings, Inc. 0.13% Add +18.9% 262,307 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Add +801.7% 258,288 $7.1M
DekaBank Deutsche Girozentrale 0.01% No change 250,304 $6.9M
D. E. Shaw & Co. 0.01% Add +87.5% 246,126 $6.7M
Korea Investment CORP 0.02% Add +30.9% 245,083 $6.7M
Robeco Institutional Asset Management B.V. 0.01% Add +29.6% 243,205 $6.7M
Ensign Peak Advisors, Inc 0.01% Add +1.6% 229,109 $6.3M
Chase Investment Counsel Corp. 1.95% Reduce -0.1% 221,355 $6.1M
Resona Asset Management Co.,Ltd. 0.04% Reduce -10.4% 219,424 $6.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -30.7% 212,173 $5.8M
Mediolanum International Funds Ltd 0.08% Add +581.3% 212,189 $5.8M
Canada Pension Plan Investment Board 0.01% New 207,700 $5.7M
Diversified Trust Co. 0.14% Add +0.1% 206,495 $5.7M
Lansforsakringar Fondforvaltning AB (publ) 0.02% — 202,349 $5.5M
State of New Jersey Common Pension Fund D 0.02% Reduce -2.2% 199,192 $5.5M
Lazard Asset Management LLC 0.01% Add +531.2% 198,393 $5.4M
Police & Firemen's Retirement System of New Jersey 0.05% — 196,405 $5.4M
QSM Asset Management Ltd 4.62% — 196,778 $5.4M
Public Employees Retirement System of Ohio 0.02% Reduce -5.4% 186,756 $5.1M
Engineers Gate Manager LP 0.09% New 186,098 $5.1M
Rafferty Asset Management, LLC 0.02% Add +0.1% 184,588 $5.1M
State of Michigan Retirement System 0.03% Add +0.4% 179,975 $4.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.58% Reduce -18.6% 179,461 $4.9M
Nomura Asset Management Co. Ltd. 0.01% Add +0.2% 172,600 $4.7M
Credit Agricole S A 0.02% Add +48.9% 169,358 $4.6M
Voya Investment Management LLC 0.01% Reduce -7.7% 163,339 $4.5M
Arizona State Retirement System 0.03% Reduce -0.3% 160,877 $4.4M
USS Investment Management Ltd 0.03% Reduce -18.7% 157,166 $4.3M
Martin & Co. Inc. 1.06% Reduce -4.4% 156,524 $4.3M
New Age Alpha Advisors, LLC 0.17% New 154,056 $4.2M
PGGM Investments 0.05% Add +136.2% 150,159 $4.1M
Macquarie Group Ltd. 0.00% Add +16.1% 167,527 $4.0M
Wedge Capital Management L L P 0.07% Reduce -8.3% 144,953 $4.0M
MetLife Investment Management, LLC 0.02% Add +1.9% 143,546 $3.9M
Envestnet Asset Management Inc. 0.00% Reduce -15.2% 142,198 $3.9M
UniSuper Management Pty Ltd 0.03% Reduce -2.1% 141,873 $3.9M
New York Life Investment Management LLC 0.04% Reduce -4.1% 138,385 $3.8M
Mubadala Investment Co PJSC 0.02% New 138,322 $3.8M
B. Metzler seel. Sohn & Co. AG 0.04% Add +2.5% 137,034 $3.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.39% — 137,000 $3.8M
ProShare Advisors LLC 0.01% Add +7.4% 136,630 $3.7M
Altrinsic Global Advisors LLC 0.18% Reduce -70.0% 136,064 $3.7M
Illinois Municipal Retirement Fund 0.05% Add +10.6% 135,654 $3.7M
Corebridge Financial, Inc. 0.02% Reduce -0.6% 133,645 $3.7M
Corient Private Wealth LP 0.01% Add +0.4% 130,193 $3.6M
Keeley-Teton Advisors, LLC 0.41% Reduce -5.6% 128,897 $3.5M
EagleClaw Capital Managment, LLC 0.55% Add +3.1% 127,700 $3.5M
Western Standard LLC 2.33% Add +27.3% 127,620 $3.5M
Graham Capital Management, L.P. 0.17% New 125,954 $3.4M
Alaska Permanent Fund Corp 0.05% No change 121,372 $3.3M
Bessemer Group Inc. 0.01% Reduce -11.5% 120,232 $3.3M
Martingale Asset Management L P 0.08% New 119,423 $3.3M
IFM Investors Pty Ltd 0.03% Reduce -5.9% 117,685 $3.2M
Czech National Bank 0.03% Add +6.5% 117,573 $3.2M
Retirement Systems of Alabama 0.01% Reduce -0.5% 117,404 $3.2M
Candriam S.C.A. 0.02% Reduce -11.8% 117,332 $3.2M
Renaissance Technologies 0.00% Reduce -34.6% 117,326 $3.2M
Natixis Advisors, LLC 0.01% Add +5.8% 115,771 $3.2M
Handelsbanken Fonder AB 0.01% Add +5.9% 115,552 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.2% 115,301 $3.2M
LPL Financial LLC 0.00% Reduce -14.7% 114,801 $3.1M
Wellington Management Group LLP 0.00% Add +98.8% 114,699 $3.1M
Comerica Bank 0.01% Reduce -11.8% 114,482 $3.1M
American Century Companies Inc. 0.00% Add +169.7% 114,243 $3.1M
Federation des caisses Desjardins du Quebec 0.02% Add +67.0% 114,066 $3.1M
Mackenzie Financial Corp. 0.00% Add +12.5% 111,908 $3.1M
Forsta Ap-Fonden 0.02% Reduce -4.5% 111,300 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -2.7% 109,626 $3.0M
Fort Point Capital Partners LLC 0.33% New 106,773 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +12.8% 106,097 $2.9M
DNB Asset Management AS 0.01% Add +0.2% 105,705 $2.9M
Squarepoint Ops LLC 0.01% Add +622.8% 105,408 $2.9M
ING Groep NV 0.02% Reduce -12.6% 104,610 $2.9M
Amalgamated Bank 0.02% Reduce -2.7% 104,500 $2.9M
Tealwood Asset Management Inc. 1.19% Add +1.5% 104,186 $2.9M
Convergence Investment Partners, LLC 0.63% Add +199.2% 102,256 $2.8M
Picton Mahoney Asset Management 0.11% Add +961.3% 101,570 $2.8M
Generali Asset Management SPA SGR 0.07% — 99,635 $2.7M
Cohen Klingenstein LLC 0.09% No change 98,600 $2.7M
Financial Advisors Network, Inc. 0.45% — 97,933 $2.7M
Nisa Investment Advisors, LLC 0.01% Reduce -26.9% 97,557 $2.7M
Ostrum Asset Management 0.23% Reduce -16.5% 96,988 $2.7M
Erste Asset Management GmbH 0.03% Add +7.2% 94,768 $2.6M
Empowered Funds, LLC 0.04% Reduce -73.8% 94,497 $2.6M
Pathstone Holdings, LLC 0.01% Reduce -6.3% 93,334 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.8% 92,342 $2.5M
Stephens Inc. 0.04% Reduce -6.7% 92,358 $2.5M
Utah Retirement Systems 0.03% No change 89,905 $2.5M
GAMCO Investors 0.03% Reduce -1.0% 87,890 $2.4M
Cibc World Markets Corp. 0.01% Add +15.2% 86,100 $2.4M
CIBC Asset Management Inc 0.01% Reduce -10.6% 85,975 $2.4M
Mutual of America Capital Management LLC 0.03% Add +28.6% 85,770 $2.3M
US Bancorp \de 0.00% Reduce -7.3% 85,370 $2.3M
Ethic Inc. 0.05% Reduce -10.2% 84,801 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -19.8% 84,669 $2.3M
CIBC Private Wealth Group LLC 0.00% Reduce -6.3% 85,308 $2.3M
Abacus FCF Advisors LLC 0.30% Add +46.6% 84,307 $2.3M
Lecap Asset Management Ltd. 0.62% New 83,391 $2.3M
HRT Financial LP 0.01% New 82,170 $2.2M
Daiwa Securities Group Inc. 0.01% Add +6.8% 81,958 $2.2M
Xponance LLC 0.02% Add +6.4% 81,680 $2.2M
Osaic Holdings, Inc. 0.01% Add +17.8% 80,732 $2.2M
First Manhattan Co. Llc. 0.01% Reduce -3.3% 78,764 $2.2M
Rice Partnership, LLC 0.41% New 77,861 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +22.9% 77,741 $2.1M
Public Sector Pension Investment Board 0.01% Add +271.9% 77,095 $2.1M
Baird Financial Group, Inc. 0.00% Add +2.9% 76,811 $2.1M
Long Road Investment Counsel, LLC 0.84% No change 75,475 $2.1M
TD Waterhouse Canada Inc. 0.02% Add +3.8% 73,962 $2.0M
Bank of Nova Scotia 0.00% Add +3.7% 73,001 $2.0M
Tidal Investments LLC 0.02% Add +47.0% 71,698 $2.0M
Dakota Wealth Management 0.04% Add +110.6% 71,405 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +0.2% 69,500 $1.9M
Estate Counselors, LLC 0.20% No change 69,690 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -3.4% 69,427 $1.9M
Janus Henderson Group PLC 0.00% Reduce -5.7% 68,996 $1.9M
Inceptionr LLC 0.41% New 67,467 $1.8M
Ellsworth Advisors, LLC 0.48% Add +8.7% 67,174 $1.8M
Swiss Life Asset Management Ltd 0.01% Add +116.1% 67,046 $1.8M
Intech Investment Management LLC 0.02% Reduce -7.4% 66,857 $1.8M
Paradigm Capital Management Inc. 0.08% No change 66,000 $1.8M
Cerity Partners LLC 0.00% Add +16.1% 63,764 $1.7M
Inspire Investing, LLC 0.20% Reduce -34.2% 63,724 $1.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.0% 62,440 $1.7M
STRS Ohio 0.01% Add +1.2% 62,203 $1.7M
Capital Fund Management S.A. 0.02% Reduce -67.3% 61,994 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -1.7% 61,826 $1.7M
Two Sigma Investments, LP 0.00% Reduce -55.7% 61,405 $1.7M
Castlekeep Investment Advisors LLC 1.16% New 60,668 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -3.1% 60,676 $1.7M
Guggenheim Capital LLC 0.01% Reduce -48.9% 60,232 $1.6M
Elo Mutual Pension Insurance Co 0.04% Reduce -0.2% 60,066 $1.6M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -1.0% 59,416 $1.6M
Creative Planning 0.00% Add +6.4% 59,395 $1.6M
Fox Run Management, L.L.C. 0.29% New 58,343 $1.6M
Cibc World Market Inc. 0.00% Reduce -2.2% 56,790 $1.6M
TrinityPoint Wealth, LLC 0.22% Add +0.2% 56,058 $1.5M
J. Safra Sarasin Holding AG 0.03% Reduce -11.1% 54,518 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +3.5% 52,901 $1.4M
Machina Capital S.A.S. 0.61% Add +88.1% 52,512 $1.4M
Hussman Strategic Advisors, Inc. 0.42% Add +25.0% 52,500 $1.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -24.1% 51,997 $1.4M
Advisors Asset Management, Inc. 0.03% Add +47.6% 51,521 $1.4M
Bonness Enterprises Inc. 0.49% No change 51,500 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -36.4% 51,486 $1.4M
AdvisorNet Financial, Inc 0.12% Reduce -3.9% 51,411 $1.4M
Mizuho Securities USA LLC 0.03% Add +46.3% 51,394 $1.4M
Truist Financial Corp. 0.00% Add +10.3% 51,113 $1.4M
Strategic Global Advisors, LLC 0.25% Add +5.7% 50,887 $1.4M
Y.D. More Investments Ltd 0.13% Reduce -2.4% 50,833 $1.4M
Kendall Capital Management 0.40% Add +97.5% 50,535 $1.4M
Counterpoint Mutual Funds LLC 0.17% New 50,284 $1.4M
Natixis 0.01% Reduce -85.3% 50,105 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -59.5% 49,161 $1.3M
CX Institutional 0.05% Add +2.5% 48,697 $1.3M
Tredje AP-fonden 0.01% Reduce -50.0% 48,499 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 47,175 $1.3M
Nordea Investment Management AB 0.00% Reduce -1.6% 46,558 $1.3M
Oregon Public Employees Retirement Fund 0.02% Add +0.4% 46,533 $1.3M
Sterling Capital Management LLC 0.02% Add +67.1% 45,301 $1.2M
Marshall Wace, LLP 0.00% New 45,233 $1.2M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.4% 45,074 $1.2M
Mariner, LLC 0.00% Add +19.8% 43,750 $1.2M
Sherbrooke Park Advisers LLC 0.38% Add +236.6% 43,026 $1.2M
AlphaQuest LLC 0.15% Reduce -1.9% 42,252 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +36.3% 41,622 $1.1M
Occudo Quantitative Strategies LP 0.20% Add +185.1% 41,277 $1.1M
Ellis Investment Partners, LLC 0.22% Reduce -1.9% 41,120 $1.1M
Leonteq Securities AG 0.11% Add +3.9% 41,022 $1.1M
Avanza Fonder AB 0.03% — 40,457 $1.1M
Landscape Capital Management, L.L.C. 0.12% Add +412.1% 40,342 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.7% 40,095 $1.1M
Cetera Investment Advisers 0.00% Add +16.8% 39,978 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% New 38,703 $1.1M
HighTower Advisors, LLC 0.00% Add +40.8% 38,566 $1.1M
Verition Fund Management LLC 0.01% Add +29.4% 38,498 $1.1M
Man Group plc 0.00% Reduce -75.9% 37,859 $1.0M
Kentucky Retirement Systems 0.03% Reduce -1.4% 37,222 $1.0M
Alan B Lancz & Associates, Inc. 1.03% Reduce -1.9% 37,100 $1.0M
Tower Research Capital LLC (TRC) 0.02% Add +175.9% 36,882 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.2% 36,449 $998K
Legacy Capital Group California, Inc. 0.30% Reduce -0.6% 35,905 $983K
Edgestream Partners, L.P. 0.04% New 35,874 $982K
Glenmede Trust Co. NA 0.00% Reduce -3.6% 34,483 $944K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -59.3% 34,120 $934K
Atlas Capital Advisors Inc. 0.12% Add +33.6% 34,090 $933K
Qsemble Capital Management, LP 0.12% New 33,936 $929K
Hartford Investment Management Co. 0.03% Reduce -1.9% 33,628 $921K
Petrus Trust Company, LTA 0.09% New 33,418 $915K
JSF Financial, LLC 0.24% Add +4.3% 33,383 $914K
Vontobel Holding Ltd. 0.00% No change 32,982 $903K
First Hawaiian Bank 0.03% No change 32,790 $898K
Eagle Harbor Asset Management Inc. 0.89% Reduce -0.9% 32,544 $891K
Cambridge Investment Research Advisors, Inc. 0.00% Add +208.0% 32,104 $879K
Ieq Capital, LLC 0.01% Add +42.7% 31,867 $873K
NEOS Investment Management LLC 0.02% Add +30.6% 31,807 $871K
Alps Advisors Inc. 0.01% Reduce -9.1% 31,075 $851K
Maryland State Retirement & Pension System 0.02% Reduce -6.5% 30,087 $824K
Cresset Asset Management, LLC 0.00% Reduce -68.5% 30,029 $822K
NJ State Employees Deferred Compensation Plan 0.10% No change 30,000 $821K
L2 Asset Management, LLC 0.17% New 29,250 $801K
Louisiana State Employees Retirement System 0.01% Reduce -4.3% 29,200 $799K
Securian Asset Management, Inc. 0.02% Reduce -2.7% 29,143 $798K
M&G PLC 0.01% No change 29,204 $789K
Captrust Financial Advisors 0.00% Add +2.6% 28,624 $784K
Naples Global Advisors, LLC 0.07% No change 28,276 $774K
CCM Investment Group, LLC 0.08% — 28,189 $772K
CI Investments Inc. 0.00% Add +25.8% 27,970 $766K
Ossiam 0.01% Reduce -18.2% 27,872 $763K
CoreCap Advisors, LLC 0.03% Add +1264.3% 27,668 $758K
M&T Bank Corp 0.00% Add +3.6% 27,599 $755K
iA Global Asset Management Inc. 0.01% Reduce -23.9% 27,075 $741K
Prudential PLC 0.00% Reduce -25.4% 25,997 $712K
E. Ohman J:or Asset Management AB 0.02% Add +12.1% 25,900 $709K
New Mexico Educational Retirement Board 0.02% Reduce -4.1% 25,797 $706K
Quartz Partners, LLC 0.43% New 25,662 $703K
Norinchukin Bank, The 0.01% Add +11.3% 25,459 $697K
CenterBook Partners LP 0.04% Add +43.0% 25,306 $693K
Centiva Capital, LP 0.03% New 25,232 $691K
Brighton Jones LLC 0.02% Add +5.4% 25,212 $690K
Advisor OS, LLC 0.08% New 25,096 $687K
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 24,899 $682K
Wealthfront Advisers LLC 0.00% Add +21.3% 24,866 $681K
Spirit of America Management Corp. 0.14% No change 24,700 $676K
Lingohr Asset Management GmbH 1.40% New 24,664 $675K
OMERS ADMINISTRATION Corp 0.01% Add +19.9% 24,022 $658K
Savant Capital, LLC 0.01% Add +2.2% 23,624 $647K
Cwm, LLC 0.00% Add +7.8% 23,599 $646K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.6% 23,387 $640K
MAI Capital Management 0.00% Add +8.3% 23,355 $639K
Aigen Investment Management, LP 0.11% New 22,999 $630K
CSS LLC 0.12% Add +51.2% 22,680 $621K
HB Wealth Management, LLC 0.01% Reduce -15.2% 22,591 $619K
Raiffeisen Bank International AG 0.01% — 22,459 $615K
Commerce Bank 0.00% Reduce -17.9% 22,383 $613K
Globeflex Capital L P 0.05% No change 22,352 $612K
iSAM Funds (UK) Ltd 0.45% New 22,215 $608K
Vinva Investment Management Ltd 0.02% Reduce -82.7% 22,139 $606K
Prelude Capital Management, LLC 0.05% New 21,978 $602K
Waterloo Capital, L.P. 0.06% Add +2.3% 21,332 $584K
Mercer Global Advisors Inc. 0.00% Reduce -6.2% 21,116 $578K
MJP Associates Inc. 0.10% New 21,064 $577K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +6.6% 21,033 $576K
Twin Tree Management, LP 0.01% Add +47.0% 20,746 $568K
Mark Sheptoff Financial Planning, LLC 0.30% Add +33.5% 20,708 $567K
Agf Management Ltd. 0.00% Reduce -6.2% 20,606 $564K
Focus Partners Wealth 0.00% Add +437.0% 20,367 $558K
Affinity Investment Advisors, LLC 0.46% New 20,325 $556K
MML Investors Services, LLC 0.00% Add +71.0% 20,298 $556K
Federated Hermes, Inc. 0.00% Add +53.1% 20,305 $556K
Woodline Partners LP 0.00% New 20,028 $548K
Ifrah Financial Services, Inc. 0.15% Reduce -3.0% 20,010 $548K
State of Wyoming 0.07% Add +79.0% 19,825 $543K
Vise Technologies, Inc. 0.05% New 19,825 $543K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +8.0% 19,469 $533K
Empirical Finance, LLC 0.03% Reduce -1.4% 19,288 $528K
Praxis Investment Management Inc. 0.03% Reduce -52.0% 18,410 $504K
Wright Investors Service Inc. 0.16% New 18,357 $503K
Metis Global Partners, LLC 0.02% Add +2.9% 18,334 $502K
LMR Partners LLP 0.01% New 18,030 $494K
Van Eck Associates Corp. 0.00% Reduce -3.7% 18,012 $493K
Nomura Holdings Inc. 0.00% New 17,866 $489K
Global Endowment Management, LP 0.06% Reduce -27.4% 17,788 $487K
Systematic Alpha Investments, LLC 0.02% No change 17,776 $487K
AdvisorShares Investments LLC 0.09% No change 17,640 $483K
Haven Private, LLC 0.27% — 17,571 $481K
Plato Investment Management Ltd 0.04% Add +233.5% 17,450 $480K
APG Asset Management US Inc. 0.00% New 17,439 $477K
Bryce Point Capital, LLC 0.14% — 17,416 $477K
Institute for Wealth Management, LLC. 0.06% No change 17,358 $475K
Greenleaf Trust 0.00% Add +2.6% 17,333 $475K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 17,217 $471K
Redwood Investment Management, LLC 0.05% Reduce -77.9% 16,998 $465K
Ballentine Partners, LLC 0.01% Add +5.2% 16,809 $460K
EntryPoint Capital, LLC 0.19% New 16,761 $459K
Campbell & CO Investment Adviser LLC 0.04% Reduce -47.5% 16,702 $457K
Allstate Corp. 0.01% New 16,620 $455K
Stifel Financial Corp. 0.00% Reduce -43.2% 16,519 $452K
Magnetar Financial LLC 0.01% New 16,468 $451K
Tobam 0.14% Reduce -85.4% 16,258 $445K
Kestra Advisory Services, LLC 0.00% Add +49.2% 16,131 $442K
Sanctuary Advisors, LLC 0.00% Add +4.4% 15,833 $442K
Chiron Investment Management, LLC 0.15% Add +124.0% 16,088 $440K
Janney Montgomery Scott LLC 0.00% Reduce -1.7% 15,890 $435K
D.A. Davidson & Co. 0.00% Reduce -1.2% 15,883 $435K
Wade Financial Advisory, Inc 0.15% No change 15,853 $434K
SG Americas Securities, LLC 0.00% Add +8.2% 15,686 $429K
SVB Wealth LLC 0.01% New 15,537 $425K
Parallax Volatility Advisers, L.P. 0.01% Add +48.9% 15,501 $424K
QRG Capital Management, Inc. 0.00% Reduce -1.6% 15,438 $423K
IMC-Chicago, LLC 0.01% Reduce -57.0% 15,261 $418K
American Alpha Advisors, LLC 0.38% Reduce -5.9% 15,141 $415K
Vestcor Inc 0.01% No change 15,080 $413K
Applied Finance Capital Management, LLC 0.02% No change 15,057 $412K
Fiduciary Financial Group, LLC 0.09% Reduce -5.8% 14,955 $402K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.5% 14,689 $402K
Forza Wealth Management, LLC 0.18% Add +98.3% 14,684 $402K
V-Square Quantitative Management LLC 0.06% Reduce -10.7% 14,342 $393K
Marex Group Ltd 0.01% Add +56.3% 14,336 $393K
NewEdge Advisors, LLC 0.00% Add +10.9% 14,288 $391K
First Horizon Advisors, Inc. 0.01% Reduce -0.1% 14,247 $390K
Hanson & Doremus Investment Management 0.06% No change 13,944 $382K
Everhart Financial Group, Inc. 0.08% Add +7.4% 13,822 $378K
Denali Advisors LLC 0.04% New 13,700 $375K
Burns Matteson Capital Management, LLC 0.21% Reduce -1.1% 13,695 $375K
Semanteon Capital Management, LP 0.20% New 13,692 $375K
Vista Investment Partners LLC 0.12% Reduce -0.6% 13,685 $375K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.9% 13,430 $368K
Gabelli Funds LLC 0.00% Reduce -4.9% 13,025 $357K
Asahi Life Asset Management Co., LTD. 0.22% New 12,950 $355K
Benchmark Financial Wealth Advisors, LLC 0.11% Add +6.3% 12,642 $346K
Jump Financial, LLC 0.01% New 12,362 $338K
Platform Technology Partners 0.10% No change 12,276 $336K
Ashton Thomas Private Wealth, LLC 0.01% Add +3.0% 12,002 $329K
Jefferies Financial Group Inc. 0.00% Reduce -72.6% 11,952 $327K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +57.0% 11,850 $324K
United Services Automobile Association 0.01% No change 11,840 $324K
Aristeia Capital, L.L.C. 0.02% New 11,744 $322K
Foster & Motley Inc. 0.02% Reduce -1.3% 11,535 $316K
Gallacher Capital Management LLC 0.15% Add +21.2% 11,258 $308K
E Fund Management Co., Ltd. 0.02% Add +34.7% 11,008 $301K
Blue Trust, Inc. 0.00% Add +5.1% 10,823 $296K
Avidian Wealth Enterprises, LLC 0.01% Add +10.0% 10,740 $294K
Envestnet Portfolio Solutions, Inc. 0.00% Add +7.3% 10,581 $290K
GAMMA Investing LLC 0.02% Add +25.5% 10,546 $289K
Forum Financial Management, LP 0.00% New 10,266 $281K
Aaron Wealth Advisors LLC 0.03% New 10,238 $280K
Fifth Third Bancorp 0.00% Add +5.6% 10,089 $276K
Profund Advisors LLC 0.01% Reduce -16.5% 10,073 $276K
Canada Post Corp Registered Pension Plan 0.02% — 10,048 $275K
Advisors Capital Management, LLC 0.00% New 9,929 $272K
Townsquare Capital LLC 0.00% Reduce -3.8% 9,873 $270K
Coldstream Capital Management Inc. 0.01% Add +9.0% 9,799 $268K
Harvest Fund Management Co., Ltd 0.01% New 10,161 $268K
Mutual Advisors, LLC 0.01% Reduce -1.2% 9,801 $268K
Severin Investments, LLC 0.26% — 9,682 $265K
Lake Street Advisors Group, LLC 0.01% Add +3.7% 9,608 $263K
Bayesian Capital Management, LP 0.03% New 9,600 $263K
Teacher Retirement System of Texas 0.00% New 9,475 $259K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.3% 9,407 $258K
DRW Securities, LLC 0.02% New 9,318 $255K
Compound Planning, Inc. 0.01% Add +5.0% 9,225 $253K
Claret Asset Management Corp 0.04% Add +0.6% 9,177 $251K
Cornerstone Wealth Management, LLC 0.02% Add +0.4% 9,131 $250K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.1% 9,083 $249K
Parallel Advisors, LLC 0.01% Add +2.3% 9,081 $249K
PFG Investments, LLC 0.02% Add +0.1% 9,050 $248K
Longboard Asset Management, LP 0.65% — 9,011 $247K
Shell Asset Management Co. 0.01% Reduce -53.5% 8,899 $244K
CW Advisors, LLC 0.00% Reduce -1.6% 8,817 $241K
HM Payson & Co. 0.00% Reduce -0.1% 8,700 $238K
Johnson Investment Counsel Inc. 0.00% New 8,554 $234K
Sovran Advisors, LLC 0.03% — 8,585 $233K
Caprock Group, LLC 0.01% Reduce -4.8% 8,481 $232K
Vest Financial, LLC 0.00% Add +15.8% 8,457 $232K
Kera Capital Partners, Inc. 0.07% — 8,311 $228K
Dynamic Technology Lab Private Ltd 0.04% New 8,071 $221K
Horizon Investments, LLC 0.01% Add +9.7% 8,065 $221K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 8,049 $220K
Mufg Securities Americas Inc. 0.03% — 8,006 $219K
IRON Financial LLC 0.12% Add +3.0% 7,815 $214K
Blair William & Co. 0.00% Reduce -3.5% 7,595 $208K
Advisory Services Network, LLC 0.00% New 7,561 $207K
Flow Traders U.S. LLC 0.01% New 7,511 $206K
Apex Wealth Management, LLC 0.18% — 7,439 $204K
Lansing Street Advisors 0.07% New 7,431 $203K
Gateway Wealth Partners, LLC 0.05% Reduce -9.2% 7,430 $203K
Exchange Traded Concepts, LLC 0.00% Reduce -4.0% 7,316 $200K
South Dakota Investment Council 0.00% No change 7,200 $197K
Capstone Investment Advisors, LLC 0.00% Reduce -60.1% 6,818 $187K
GeoWealth Management, LLC 0.01% New 6,224 $170K
Eastern Bank 0.00% No change 6,167 $169K
Farther Finance Advisors, LLC 0.01% Add +3.0% 5,899 $162K
Steward Partners Investment Advisory, LLC 0.00% Add +238.9% 5,813 $159K
Ameritas Investment Partners, Inc. 0.00% Reduce -8.8% 5,309 $145K
Venturi Wealth Management, LLC 0.01% Add +130.6% 4,947 $135K
Smartleaf Asset Management LLC 0.01% Reduce -10.8% 4,823 $132K
Walleye Capital LLC 0.00% Reduce -93.0% 4,675 $128K
R Squared Ltd 0.12% — 4,670 $128K
Signaturefd, LLC 0.00% Add +0.7% 4,606 $126K
Investors Research Corp 0.03% No change 4,600 $126K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +298.3% 4,521 $124K
Deseret Mutual Benefit Administrators 0.06% Reduce -17.0% 4,470 $122K
Kapitalo Investimentos Ltda 0.08% New 4,146 $114K
Assetmark, Inc. 0.00% Reduce -85.2% 3,856 $106K
Quent Capital, LLC 0.01% Add +1.8% 3,667 $100K
Covestor Ltd 0.06% Reduce -14.0% 3,532 $97K
Harbour Investments, Inc. 0.00% Add +6.7% 3,306 $91K
Versant Capital Management, Inc 0.02% Add +48.9% 3,129 $86K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.2% 3,123 $86K
Groupe la Francaise 0.00% — 2,999 $82K
Heritage Wealth Advisors 0.00% No change 3,005 $82K
Mather Group, Llc. 0.00% Add +0.6% 2,947 $81K
Westpac Banking Corp. 0.01% No change 2,865 $78K
HHM Wealth Advisors, LLC 0.01% Add +1.0% 2,808 $77K
Huntington National Bank 0.00% Add +5.8% 2,753 $75K
Avior Wealth Management, LLC 0.00% Reduce -3.2% 2,750 $75K
Intact Investment Management Inc. 0.00% Reduce -98.8% 2,500 $68K
McIlrath & Eck, LLC 0.01% Add +36.5% 2,432 $67K
Caitong International Asset Management Co., Ltd 0.06% — 2,405 $66K
Montag A & Associates Inc. 0.00% No change 2,400 $66K
CENTRAL TRUST Co 0.00% Reduce -1.4% 2,400 $66K
Dunhill Financial, LLC 0.03% Add +1.8% 2,301 $63K
Allworth Financial LP 0.00% Add +16.3% 2,280 $63K
Brown, Lisle/Cummings, Inc. 0.02% No change 2,150 $59K
Sentry Investment Management LLC 0.03% Reduce -14.0% 2,093 $57K
Rise Advisors, LLC 0.03% Add +0.3% 1,980 $54K
Jones Financial Companies LLLP 0.00% Add +334.3% 1,937 $53K
Global Wealth Strategies & Associates 0.02% No change 1,917 $52K
Hopwood Financial Services, Inc. 0.04% — 1,895 $52K
Aquatic Capital Management LLC 0.00% Reduce -98.0% 1,710 $47K
Cromwell Holdings LLC 0.03% No change 1,695 $46K
Teachers Insurance & Annuity Association of America 0.06% No change 1,680 $46K
Global Retirement Partners, LLC 0.00% Reduce -8.6% 1,563 $43K
Pingora Partners LLC 0.03% New 1,500 $41K
EverSource Wealth Advisors, LLC 0.00% Add +84.3% 1,423 $39K
Larson Financial Group LLC 0.00% Add +0.1% 1,311 $36K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.5% 1,273 $35K
True Wealth Design, LLC 0.01% Add +3.9% 1,239 $34K
Arax Advisory Partners 0.00% Add +11.8% 1,219 $33K
Colonial Trust Co / SC 0.00% Add +21.0% 1,180 $32K
ORG Partners LLC 0.00% No change 1,130 $31K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -40.2% 1,108 $30K
Lindbrook Capital, LLC 0.00% Add +0.5% 1,086 $30K
Spire Wealth Management 0.00% Add +1.6% 1,080 $30K
Citadel Advisors 0.00% Add +292.1% 1,043 $29K
Trust Co. of Vermont 0.00% No change 1,000 $27K
Truvestments Capital LLC 0.01% Add +0.4% 951 $26K
Westend Capital Management, LLC 0.01% No change 951 $26K
TD Private Client Wealth LLC 0.00% No change 946 $26K
Crews Bank & Trust 0.00% — 850 $23K
Advantage Trust Co 0.01% No change 812 $22K
Silicon Valley Capital Partners 0.00% Add +0.4% 789 $22K
Coppell Advisory Solutions LLC 0.00% Add +33.3% 769 $21K
JFS Wealth Advisors, LLC 0.00% Add +4.5% 742 $20K
Caldwell Trust Co 0.00% No change 740 $20K
UMB Bank, n.a. 0.00% Add +6.2% 735 $20K
Catalyst Capital Advisors LLC 0.00% Reduce -42.0% 726 $20K
Principal Securities, Inc. 0.00% Add +19.5% 692 $19K
IFP Advisors, Inc 0.00% Add +80.3% 658 $18K
Whittier Trust Co. 0.00% No change 658 $18K
Parkside Financial Bank & Trust 0.00% Add +3.2% 588 $16K
Hazlett, Burt & Watson, Inc. 0.01% No change 541 $15K
Geneos Wealth Management Inc. 0.00% Add +15.6% 534 $15K
Quadrant Capital Group LLC 0.00% Reduce -17.7% 531 $15K
Hemington Wealth Management 0.00% Add +36.2% 519 $14K
Colonial Trust Advisors 0.00% No change 500 $14K
GHP Investment Advisors, Inc. 0.00% Add +0.2% 488 $13K
Pinnacle Bancorp, Inc. 0.00% Reduce -82.8% 459 $13K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.3% 408 $11K
Hilltop National Bank 0.00% No change 400 $11K
Farmers & Merchants Investments Inc. 0.00% No change 394 $11K
Zions Bancorporation, N.A. 0.00% Add +24.9% 371 $10K
Signature Resources Capital Management, LLC 0.01% Reduce -81.5% 370 $10K
Capital Advisors, Ltd. LLC 0.00% No change 379 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +0.6% 350 $10K
Brooklyn Investment Group 0.00% Add +18.1% 327 $9K
CNB Bank 0.00% No change 312 $9K
Ancora Advisors LLC 0.00% Reduce -94.2% 307 $8K
NewSquare Capital LLC 0.00% Add +4.1% 302 $8K
WPG Advisers, LLC 0.01% — 298 $8K
Private Trust Co. NA 0.00% Reduce -8.9% 296 $8K
Rothschild Investment LLC 0.00% Add +0.8% 246 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 237 $6K
Brown Brothers Harriman & Co. 0.00% New 236 $6K
Atlatl Advisers LLC 0.00% — 235 $6K
Fortitude Family Office, LLC 0.00% No change 231 $6K
C M Bidwell & Associates Ltd. 0.00% No change 223 $6K
Sachetta, LLC 0.00% Add +1.4% 218 $6K
High Note Wealth, LLC 0.00% New 211 $6K
Atala Financial Inc 0.00% — 190 $5K
MV Capital Management, Inc. 0.00% Reduce -4.9% 174 $5K
Sugarloaf Wealth Management, LLC 0.00% Add +0.6% 162 $4K
FSA Wealth Management LLC 0.00% No change 150 $4K
WR Wealth Planners, LLC 0.00% No change 150 $4K
Anfield Capital Management, LLC 0.00% No change 145 $4K
Oakworth Capital, Inc. 0.00% No change 145 $4K
Grove Bank & Trust 0.00% New 131 $4K
Abound Wealth Management 0.00% No change 126 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.7% 112 $3K
Clean Yield Group 0.00% No change 111 $3K
GW&K Investment Management, LLC 0.00% No change 100 $3K
DT Investment Partners, LLC 0.00% No change 106 $3K
City State Bank 0.00% No change 100 $3K
Concord Wealth Partners 0.00% No change 100 $3K
Bell Investment Advisors, Inc 0.00% Reduce -30.9% 96 $3K
SJS Investment Consulting Inc. 0.00% Reduce -9.4% 96 $3K
Raleigh Capital Management Inc. 0.00% Add +11.9% 94 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 91 $2K
WASHINGTON TRUST Co 0.00% Reduce -35.3% 88 $2K
Sandy Spring Bank 0.00% No change 83 $2K
TD Capital Management LLC 0.00% No change 74 $2K
Whipplewood Advisors, LLC 0.00% — 74 $2K
Manchester Capital Management LLC 0.00% Reduce -30.5% 66 $2K
MCF Advisors LLC 0.00% Reduce -11.8% 60 $2K
Van Hulzen Asset Management, LLC 0.00% New 59 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 58 $2K
Trifecta Capital Advisors, LLC 0.00% No change 57 $2K
Salomon & Ludwin, LLC 0.00% Reduce -3.6% 54 $1K
Raffa Wealth Management, LLC 0.00% No change 46 $1K
Spectrum Wealth Counsel, LLC 0.00% No change 40 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 38 $1K
TrinityBridge Ltd 0.00% No change 50 $1K
Bruce G. Allen Investments, LLC 0.00% No change 32 $876
Global Financial Private Client, LLC 0.00% New 31 $849
Physician Wealth Advisors, Inc. 0.00% New 30 $822
Principia Wealth Advisory, LLC 0.00% — 30 $821
Evelyn Partners Investment Management LLP 0.00% — 30 $821
Nvwm, LLC 0.00% No change 29 $794
Continuum Advisory, LLC 0.00% No change 29 $794
Strategic Investment Solutions, Inc. 0.00% New 32 $739
Riverview Trust Co 0.00% No change 25 $685
PSI Advisors, LLC 0.00% No change 24 $642
Lanark Financial, Inc. 0.06% — 22 $626
Logan Capital Management Inc. 0.00% New 22 $602
Prestige Wealth Management Group LLC 0.00% No change 21 $575
Innovative Advisory Group, LLC 0.00% — 19 $521
CVA Family Office, LLC 0.00% No change 19 $520
Parkworth Wealth Management, Inc. 0.00% — 17 $465
Carolinas Wealth Consulting LLC 0.00% No change 15 $411
West Branch Capital LLC 0.00% No change 14 $384
MPWM Advisory Solutions, LLC 0.00% — 14 $383
Clearstead Advisors, LLC 0.00% Reduce -99.7% 12 $329
Rakuten Securities, Inc. 0.00% New 11 $301
Chesapeake Asset Management LLC 0.00% New 10 $273
Winnacle Wealth LLC 0.00% — 9 $244
Vermillion & White Wealth Management Group, LLC 0.00% No change 8 $219
Stance Capital LLC 0.00% — 6 $164
WealthTrak Capital Management LLC 0.00% — 5 $137
Private Wealth Management Group, LLC 0.00% No change 3 $83
WestEnd Advisors, LLC 0.00% No change 3 $82
Wood Tarver Financial Group, LLC 0.00% — 32 $0

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