Gen DigitalGEN

13F holders, Q1 2025 (March 31)
644holders −10
76new positions
84sold out
8famous investors
$26.54avg. 13F price*

At the end of Q1 2025, 644 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, down 10 from Q4 2024. 76 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.4B) and FMR LLC ($911.7M). 8 famous investors held it, including Jeff Smith (8.5% of Starboard Value's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ray Dalio (0.2% of Bridgewater Associates'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions76$132.2M
Exits84$128.5M

All 13F filers, Q4 2024 → Q1 2025: 44,968,848 shares bought and 27,712,833 shares sold, net +17,256,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 644 holders

Vanguard Group Inc. 0.03% Add +3.7% 69,690,768 $1.8B
BlackRock, Inc. 0.03% Add +0.5% 54,185,783 $1.4B
FMR LLC 0.06% Add +7.8% 34,353,061 $911.7M
State Street Corp. 0.03% Add +2.3% 29,193,762 $774.8M
Ameriprise Financial Inc. 0.15% Add +3.8% 21,067,048 $559.1M
Starboard Value 8.47% No change 17,516,604 $464.9M
Beutel, Goodman & Co Ltd. 2.53% Add +0.6% 16,553,576 $439.3M
Geode Capital Management, LLC 0.03% Add +5.8% 15,151,298 $403.4M
First Trust Advisors LP 0.35% Add +24.0% 14,810,175 $393.1M
Boston Partners 0.43% Add +37.3% 13,358,167 $354.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +43.6% 12,270,615 $325.7M
Nuveen, LLC 0.09% — 11,287,204 $299.6M
Pacer Advisors, Inc. 0.69% Reduce -38.1% 10,055,198 $266.9M
Invesco Ltd. 0.05% Add +5.6% 9,227,444 $244.9M
Legal & General Group Plc 0.06% Add +7.6% 8,638,463 $229.3M
Lyrical Asset Management LP 3.44% Reduce -1.1% 8,538,034 $226.6M
Franklin Resources Inc. 0.07% Reduce -0.2% 8,520,282 $226.1M
LSV Asset Management 0.52% Add +1.5% 8,208,034 $217.8M
Northern Trust Corp. 0.03% Add +14.3% 7,689,268 $204.1M
T. Rowe Price Associates Inc. 0.02% Reduce -8.0% 7,032,434 $186.6M
Morgan Stanley 0.01% Add +28.9% 6,602,933 $175.2M
Alliancebernstein L.P. 0.06% Reduce -17.0% 6,174,837 $163.9M
Dimensional Fund Advisors LP 0.04% Add +3.5% 5,800,377 $153.9M
Bank of New York Mellon Corp 0.03% Add +2.3% 5,184,489 $137.6M
JPMorgan Chase & Co. 0.01% Add +47.0% 4,452,140 $118.2M
Deutsche Bank AG 0.04% Reduce -0.9% 3,704,868 $98.3M
Pictet Asset Management Holding SA 0.11% Reduce -38.1% 3,678,547 $97.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 3,370,678 $89.5M
Penserra Capital Management LLC 1.41% Add +33.0% 2,972,160 $78.9M
AQR Capital Management 0.08% Add +19.0% 2,819,922 $73.5M
KBC Group NV 0.23% Add +32.7% 2,769,361 $73.5M
HSBC Holdings PLC 0.05% Add +25.3% 2,750,399 $72.8M
Goldman Sachs Group Inc. 0.01% Add +1.1% 2,703,712 $71.8M
Alyeska Investment Group, L.P. 0.29% New 2,686,028 $71.3M
California Public Employees Retirement System 0.05% Reduce -0.2% 2,517,592 $66.8M
Arrowstreet Capital, Limited Partnership 0.05% Add +26.3% 2,461,576 $65.3M
Neuberger Berman Group LLC 0.05% Add +3.0% 2,428,369 $64.4M
Barclays PLC 0.03% Add +14.8% 2,258,526 $59.9M
Bank of Montreal 0.03% Reduce -1.1% 2,121,999 $56.3M
UBS Group AG 0.01% Add +72.2% 2,038,683 $54.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Add +8.3% 1,836,902 $48.7M
Bank of America Corp. 0.00% Add +43.5% 1,757,817 $46.7M
Swiss National Bank 0.03% Reduce -0.0% 1,564,375 $41.5M
Achmea Investment Management B.V. 0.56% Add +40.2% 1,454,610 $38.6M
Raymond James Financial Inc. 0.01% Add +3.2% 1,440,030 $38.2M
Triodos Investment Management BV 3.04% Add +0.9% 1,401,738 $37.0M
Wells Fargo & Company 0.01% Add +95.6% 1,378,672 $36.6M
Pinebridge Investments, L.P. 0.29% Add +32.5% 1,363,173 $36.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.4% 1,361,760 $36.1M
Qube Research & Technologies Ltd 0.05% Reduce -16.6% 1,265,511 $33.6M
Alberta Investment Management Corp 0.24% No change 1,250,000 $33.2M
Bridgewater Associates 0.15% Add +300.8% 1,219,316 $32.4M
AXA S.A. 0.10% Reduce -36.9% 1,196,009 $31.7M
Amundi 0.01% Reduce -62.6% 1,152,901 $30.0M
Rhumbline Advisers 0.03% Add +6.7% 1,116,301 $29.6M
Andra AP-fonden 0.48% Reduce -3.9% 1,109,900 $29.5M
Gotham Asset Management 0.24% Add +16.7% 1,104,185 $29.3M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +58.1% 1,086,279 $28.8M
Sei Investments Co. 0.03% Add +16.4% 1,015,689 $27.0M
Victory Capital Management Inc. 0.03% Add +81.1% 1,006,843 $26.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +15.4% 986,859 $26.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +5.3% 975,069 $25.9M
Todd Asset Management LLC 0.60% New 958,261 $25.4M
TD Asset Management Inc 0.02% Reduce -5.1% 908,496 $24.1M
California State Teachers Retirement System 0.03% Add +0.5% 893,260 $23.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +77.0% 891,931 $23.7M
Norges Bank 0.00% Reduce -32.3% 856,845 $22.7M
Quantinno Capital Management LP 0.14% Add +146.8% 824,283 $21.9M
Royal Bank of Canada 0.00% Reduce -39.5% 801,528 $21.3M
Prudential Financial Inc. 0.03% Reduce -0.4% 766,851 $20.4M
Allianz Asset Management GmbH 0.03% Add +66.2% 763,677 $20.3M
KLP Kapitalforvaltning As 0.09% Add +12.6% 729,669 $19.4M
Swedbank AB 0.03% Reduce -0.8% 706,789 $18.8M
Principal Financial Group Inc. 0.01% Reduce -0.2% 698,266 $18.5M
Citigroup Inc. 0.01% Add +27.7% 690,356 $18.3M
CANADA LIFE ASSURANCE Co 0.03% Add +4.0% 688,310 $18.3M
Teachers Retirement System of the State of Kentucky 0.16% Add +1588.1% 676,858 $18.0M
Railway Pension Investments Ltd 0.25% Add +18.6% 676,300 $17.9M
Schroder Investment Management Group 0.02% Add +85.6% 660,598 $17.5M
National Pension Service 0.02% Reduce -60.7% 652,542 $17.3M
LBP Am SA 0.26% Reduce -3.5% 639,268 $17.0M
Danske Bank A/S 0.05% Add +30.3% 629,835 $16.7M
Allspring Global Investments Holdings, LLC 0.03% Add +132.2% 599,821 $16.0M
State Board of Administration of Florida Retirement System 0.03% Reduce -2.6% 585,900 $15.5M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +75.0% 578,752 $15.4M
Robeco Institutional Asset Management B.V. 0.03% Add +132.1% 564,391 $15.0M
Korea Investment CORP 0.04% Add +124.3% 549,683 $14.6M
APG Asset Management N.V. 0.04% Reduce -10.4% 590,278 $14.5M
State of Wisconsin Investment Board 0.04% Add +0.7% 543,996 $14.4M
New York State Teachers Retirement System 0.03% Reduce -3.5% 513,575 $13.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.40% Add +14.1% 512,530 $13.6M
Caisse de depot et placement du Quebec 0.03% Reduce -26.8% 500,679 $13.3M
Russell Investments Group, Ltd. 0.02% Add +80.0% 499,354 $13.3M
ExodusPoint Capital Management, LP 0.17% Add +77.0% 498,270 $13.2M
Asset Management One Co., Ltd. 0.05% Add +5.8% 495,888 $13.2M
Storebrand Asset Management As 0.04% Add +8.9% 487,742 $12.9M
ABN AMRO Bank N.V. 0.16% Reduce -0.6% 445,217 $11.8M
Aberdeen Group plc 0.02% Add +5.2% 447,886 $11.8M
Treasurer of the State of North Carolina 0.04% Reduce -13.3% 423,471 $11.2M
Iridian Asset Management LLC 3.44% Reduce -6.3% 413,578 $11.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -23.2% 403,005 $10.7M
HRT Financial LP 0.07% Add +387.0% 400,202 $10.6M
Natixis Advisors, LLC 0.02% Add +232.5% 384,943 $10.2M
Aviva PLC 0.02% Add +14.5% 381,841 $10.1M
NorthCoast Asset Management LLC 0.05% Reduce -0.1% 377,464 $10.0M
Brandywine Global Investment Management, LLC 0.07% Reduce -1.6% 374,370 $9.9M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -8.1% 360,017 $9.6M
Manufacturers Life Insurance Company, The 0.01% Add +0.3% 335,319 $8.9M
New York State Common Retirement Fund 0.01% Add +2.4% 328,095 $8.7M
Permit Capital, LLC 3.06% No change 325,000 $8.6M
National Bank of Canada 0.01% Add +7.3% 315,621 $8.4M
Crossmark Global Holdings, Inc. 0.15% Add +19.5% 313,490 $8.3M
Mediolanum International Funds Ltd 0.11% Add +45.5% 308,817 $8.2M
Los Angeles Capital Management LLC 0.04% Reduce -6.2% 304,278 $8.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +257.8% 302,921 $8.0M
Toronto Dominion Bank 0.02% Reduce -23.3% 298,205 $7.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.1% 284,436 $7.5M
AustralianSuper Pty Ltd 0.04% No change 281,586 $7.5M
Worldquant Millennium Advisors LLC 0.05% Reduce -41.4% 279,969 $7.4M
Cozad Asset Management Inc. 0.73% Add +4.6% 274,400 $7.3M
Lazard Asset Management LLC 0.01% Add +32.5% 262,845 $7.0M
Chase Investment Counsel Corp. 2.50% Add +16.4% 257,639 $6.8M
Mackenzie Financial Corp. 0.01% Add +130.2% 257,562 $6.8M
Royal London Asset Management Ltd. 0.02% Reduce -3.1% 255,264 $6.8M
DekaBank Deutsche Girozentrale 0.01% Add +3.3% 258,608 $6.8M
Ensign Peak Advisors, Inc 0.01% Add +0.5% 230,350 $6.1M
Resona Asset Management Co.,Ltd. 0.04% Add +4.0% 228,307 $6.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +4.6% 221,873 $5.9M
Northwest & Ethical Investments L.P. 0.16% Reduce -31.7% 220,102 $5.8M
Edgestream Partners, L.P. 0.20% Add +503.6% 216,546 $5.7M
Sierra Summit Advisors LLC 1.24% New 215,975 $5.7M
PGGM Investments 0.08% Add +42.2% 213,495 $5.7M
Macquarie Group Ltd. 0.01% Add +26.4% 211,806 $5.6M
Vinva Investment Management Ltd 0.22% Add +846.4% 209,531 $5.5M
Diversified Trust Co. 0.14% Reduce -0.0% 206,432 $5.5M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -0.2% 201,997 $5.4M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.5% 197,386 $5.2M
QSM Asset Management Ltd 3.87% No change 196,778 $5.2M
Assenagon Asset Management S.A. 0.01% Reduce -72.7% 189,534 $5.0M
Credit Agricole S A 0.02% Add +11.5% 188,762 $5.0M
State of Tennessee, Department of Treasury 0.02% Reduce -33.0% 187,411 $5.0M
Portolan Capital Management, LLC 0.38% New 187,169 $5.0M
Tudor Investment Corporation 0.04% Reduce -65.0% 183,360 $4.9M
Susquehanna International Group, LLP 0.01% Reduce -44.4% 183,285 $4.9M
Lingohr Asset Management GmbH 1.20% Add +630.9% 180,264 $4.8M
State of Michigan Retirement System 0.03% No change 179,975 $4.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.54% Reduce -3.0% 174,106 $4.6M
Nomura Asset Management Co. Ltd. 0.01% Add +0.7% 173,752 $4.6M
Public Employees Retirement System of Ohio 0.02% Reduce -10.4% 167,397 $4.4M
State of New Jersey Common Pension Fund D 0.02% Reduce -16.3% 166,650 $4.4M
Ostrum Asset Management 0.23% Add +70.7% 165,598 $4.4M
Voya Investment Management LLC 0.01% Add +0.8% 164,625 $4.4M
Envestnet Asset Management Inc. 0.00% Add +15.3% 164,012 $4.4M
Strategic Global Advisors, LLC 0.85% Add +216.6% 161,096 $4.3M
Arizona State Retirement System 0.03% Reduce -0.3% 160,343 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +46.0% 159,994 $4.2M
Martin & Co. Inc. 0.81% Add +1.1% 158,225 $4.2M
Federation des caisses Desjardins du Quebec 0.02% Add +38.2% 157,678 $4.2M
UniSuper Management Pty Ltd 0.03% Add +6.5% 151,114 $4.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.36% Add +7.4% 147,165 $3.9M
Rafferty Asset Management, LLC 0.02% Reduce -21.1% 145,590 $3.9M
Verition Fund Management LLC 0.02% Add +276.4% 144,898 $3.8M
Mubadala Investment Co PJSC 0.02% Add +4.0% 143,873 $3.8M
LPL Financial LLC 0.00% Add +24.7% 143,150 $3.8M
Corient Private Wealth LP 0.01% Add +8.3% 141,064 $3.7M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 140,882 $3.7M
D. E. Shaw & Co. 0.00% Reduce -43.3% 139,621 $3.7M
New York Life Investment Management LLC 0.04% Add +0.2% 138,611 $3.7M
Wedge Capital Management L L P 0.07% Reduce -5.0% 137,701 $3.7M
B. Metzler seel. Sohn & Co. AG 0.04% No change 137,034 $3.6M
ProShare Advisors LLC 0.01% Reduce -0.6% 135,855 $3.6M
Illinois Municipal Retirement Fund 0.05% No change 135,654 $3.6M
Keeley-Teton Advisors, LLC 0.42% Add +1.1% 130,292 $3.5M
Wellington Management Group LLP 0.00% Add +12.9% 129,504 $3.4M
Corebridge Financial, Inc. 0.02% Reduce -3.4% 129,042 $3.4M
EagleClaw Capital Managment, LLC 0.53% Reduce -0.5% 127,100 $3.4M
Czech National Bank 0.03% Add +6.0% 124,568 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.6% 124,027 $3.3M
Martingale Asset Management L P 0.08% Reduce -0.8% 118,520 $3.1M
Alaska Permanent Fund Corp 0.04% No change 121,372 $3.1M
Rice Partnership, LLC 0.64% Add +51.2% 117,727 $3.1M
Teacher Retirement System of Texas 0.01% Add +1136.4% 117,152 $3.1M
Retirement Systems of Alabama 0.01% Reduce -0.7% 116,545 $3.1M
Handelsbanken Fonder AB 0.01% Add +0.8% 116,467 $3.1M
Candriam S.C.A. 0.02% Reduce -0.8% 116,429 $3.1M
IFM Investors Pty Ltd 0.03% Reduce -3.0% 114,092 $3.0M
American Century Companies Inc. 0.00% Reduce -0.2% 114,021 $3.0M
Osaic Holdings, Inc. 0.01% Add +35.5% 109,395 $2.9M
DNB Asset Management AS 0.01% Add +2.2% 108,052 $2.9M
Fort Point Capital Partners LLC 0.32% Add +0.7% 107,482 $2.9M
ASR Vermogensbeheer N.V. 0.04% — 107,272 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -0.0% 106,086 $2.8M
Amalgamated Bank 0.02% Add +0.9% 105,451 $2.8M
Graham Capital Management, L.P. 0.13% Reduce -16.4% 105,313 $2.8M
Comerica Bank 0.01% Reduce -9.3% 103,796 $2.8M
Tealwood Asset Management Inc. 1.27% Reduce -0.5% 103,621 $2.8M
USS Investment Management Ltd 0.02% Reduce -35.1% 102,066 $2.7M
Forsta Ap-Fonden 0.02% Reduce -9.0% 101,300 $2.7M
Erste Asset Management GmbH 0.03% Add +6.6% 100,987 $2.7M
Bokf, NA 0.05% New 100,268 $2.7M
Cohen Klingenstein LLC 0.09% No change 98,600 $2.6M
Mercer Global Advisors Inc. 0.01% Add +358.8% 96,880 $2.6M
Ethic Inc. 0.05% Add +9.7% 93,013 $2.5M
Elo Mutual Pension Insurance Co 0.05% Add +53.0% 91,933 $2.4M
Unigestion Holding SA 0.14% Reduce -79.8% 90,909 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% New 90,000 $2.4M
Utah Retirement Systems 0.03% No change 89,905 $2.4M
Nilsine Partners, LLC 0.26% New 89,471 $2.4M
Pathstone Holdings, LLC 0.01% Reduce -4.3% 89,290 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -3.5% 89,095 $2.4M
GAMCO Investors 0.03% No change 87,890 $2.3M
Daiwa Securities Group Inc. 0.01% Add +6.8% 87,500 $2.3M
Swiss Life Asset Management Ltd 0.02% Add +30.3% 87,385 $2.3M
Capital Fund Management S.A. 0.03% Add +39.3% 86,340 $2.3M
QRG Capital Management, Inc. 0.02% Add +453.0% 85,369 $2.3M
CIBC Asset Management Inc 0.01% Reduce -0.9% 85,206 $2.3M
Stephens Inc. 0.03% Reduce -7.9% 85,087 $2.3M
Convergence Investment Partners, LLC 0.62% Reduce -16.9% 84,923 $2.3M
TD Waterhouse Canada Inc. 0.02% Add +12.4% 83,146 $2.2M
Xponance LLC 0.02% Add +2.3% 83,515 $2.2M
Mutual of America Capital Management LLC 0.03% Reduce -3.5% 82,760 $2.2M
Public Sector Pension Investment Board 0.01% Add +7.3% 82,712 $2.2M
Schonfeld Strategic Advisors LLC 0.01% Add +58.5% 81,614 $2.2M
Abacus FCF Advisors LLC 0.34% Reduce -4.0% 80,900 $2.1M
Baird Financial Group, Inc. 0.00% Add +3.4% 79,431 $2.1M
Empowered Funds, LLC 0.03% Reduce -16.9% 78,537 $2.1M
Cerity Partners LLC 0.00% Add +23.1% 78,471 $2.1M
Advisors Asset Management, Inc. 0.04% Add +51.6% 78,092 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.4% 78,032 $2.1M
Machina Capital S.A.S. 0.61% Add +47.4% 77,415 $2.1M
Long Road Investment Counsel, LLC 0.79% Add +1.3% 76,425 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +1.1% 86,217 $2.0M
iA Global Asset Management Inc. 0.03% Add +176.4% 74,839 $2.0M
Dakota Wealth Management 0.05% Add +3.6% 73,985 $2.0M
Fox Run Management, L.L.C. 0.30% Add +26.6% 73,892 $2.0M
First Manhattan Co. Llc. 0.01% Reduce -8.3% 72,214 $1.9M
Banque Cantonale Vaudoise 0.08% — 70,716 $1.9M
Nisa Investment Advisors, LLC 0.01% Reduce -27.6% 70,642 $1.9M
Truist Financial Corp. 0.00% Add +37.4% 70,207 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +0.6% 69,927 $1.9M
US Bancorp \de 0.00% Reduce -18.3% 69,752 $1.9M
Eventide Asset Management, LLC 0.04% New 69,761 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -0.8% 68,864 $1.8M
Creative Planning 0.00% Add +14.8% 68,201 $1.8M
Marshall Wace, LLP 0.00% Add +47.2% 66,602 $1.8M
Paradigm Capital Management Inc. 0.10% No change 66,000 $1.8M
Cibc World Markets Corp. 0.01% Reduce -23.4% 65,978 $1.8M
Janus Henderson Group PLC 0.00% Reduce -6.8% 64,270 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +4.8% 63,563 $1.7M
State of Alaska, Department of Revenue 0.02% Add +2.8% 63,556 $1.7M
Natixis 0.01% Add +27.7% 63,968 $1.7M
Tidal Investments LLC 0.01% Reduce -12.2% 62,922 $1.7M
Public Employees Retirement Association of Colorado 0.01% No change 62,440 $1.7M
Two Sigma Investments, LP 0.00% Add +0.1% 61,481 $1.6M
Kendall Capital Management 0.47% Add +20.0% 60,640 $1.6M
Castlekeep Investment Advisors LLC 0.82% Reduce -1.2% 59,937 $1.6M
Investment Management Corp of Ontario 0.03% New 58,988 $1.6M
OP Asset Management Ltd 0.03% — 58,576 $1.6M
Bank of Nova Scotia 0.00% Reduce -20.5% 58,025 $1.5M
Cibc World Market Inc. 0.00% Add +0.9% 57,319 $1.5M
New Age Alpha Advisors, LLC 0.07% Reduce -62.9% 57,115 $1.5M
STRS Ohio 0.01% Reduce -8.8% 56,700 $1.5M
L2 Asset Management, LLC 0.31% Add +93.7% 56,656 $1.5M
Guggenheim Capital LLC 0.01% Reduce -6.3% 56,432 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +35.2% 56,278 $1.5M
Landscape Capital Management, L.L.C. 0.13% Add +37.0% 55,290 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.8% 54,958 $1.5M
Ontario Teachers Pension Plan Board 0.02% Add +4.9% 54,568 $1.4M
Thrivent Financial for Lutherans 0.00% Add +119.0% 54,529 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +1.7% 53,783 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +13.3% 53,462 $1.4M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -10.9% 52,907 $1.4M
Mariner, LLC 0.00% Add +20.2% 52,568 $1.4M
Y.D. More Investments Ltd 0.12% Add +3.1% 52,430 $1.4M
J. Safra Sarasin Holding AG 0.03% Reduce -4.0% 52,310 $1.4M
Bonness Enterprises Inc. 0.45% No change 51,500 $1.4M
Twin Tree Management, LP 0.03% Add +144.9% 50,798 $1.3M
CX Institutional 0.05% Add +4.1% 50,686 $1.3M
Generali Asset Management SPA SGR 0.03% Reduce -49.2% 50,618 $1.3M
Rakuten Investment Management, Inc. 0.01% — 50,401 $1.3M
Aster Capital Management (DIFC) Ltd 0.24% New 48,432 $1.3M
Brown Advisory Inc. 0.00% Reduce -98.5% 49,459 $1.3M
Twin Capital Management Inc. 0.15% New 48,857 $1.3M
Tredje AP-fonden 0.01% No change 48,499 $1.3M
Vestcor Inc 0.04% Add +221.4% 48,463 $1.3M
Oregon Public Employees Retirement Fund 0.02% Add +0.1% 46,563 $1.2M
Nordea Investment Management AB 0.00% Reduce -0.0% 46,548 $1.2M
AdvisorNet Financial, Inc 0.09% Reduce -13.0% 44,708 $1.2M
Mizuho Securities USA LLC 0.02% Reduce -15.5% 43,425 $1.2M
Sterling Capital Management LLC 0.02% Reduce -4.4% 43,304 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +18.7% 43,256 $1.1M
Bessemer Group Inc. 0.00% Reduce -66.8% 39,900 $1.1M
Ellis Investment Partners, LLC 0.22% Reduce -3.6% 39,646 $1.1M
NEOS Investment Management LLC 0.02% Add +23.6% 39,320 $1.0M
SG Americas Securities, LLC 0.00% Add +149.4% 39,119 $1.0M
Avanza Fonder AB 0.03% Reduce -5.2% 38,340 $1.0M
Leonteq Securities AG 0.08% Reduce -5.4% 38,824 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 38,703 $1.0M
Main Management ETF Advisors, LLC 0.05% New 37,492 $995K
JSF Financial, LLC 0.26% Add +12.1% 37,432 $993K
Alan B Lancz & Associates, Inc. 1.05% No change 37,100 $985K
Gallacher Capital Management LLC 0.47% Add +223.0% 36,359 $965K
Glenmede Trust Co. NA 0.01% Add +3.9% 35,811 $950K
Legacy Capital Group California, Inc. 0.33% Reduce -0.9% 35,577 $944K
Plato Investment Management Ltd 0.08% Add +99.8% 34,864 $935K
Atlas Capital Advisors Inc. 0.12% Add +2.1% 34,812 $924K
Hartford Investment Management Co. 0.03% Reduce -1.0% 33,284 $883K
Cetera Investment Advisers 0.00% Reduce -17.7% 32,892 $873K
Alps Advisors Inc. 0.00% Add +1.5% 31,540 $837K
Advisor OS, LLC 0.10% Add +25.4% 31,463 $835K
Gulf International Bank (UK) Ltd 0.03% Reduce -30.4% 31,388 $833K
Vontobel Holding Ltd. 0.00% Reduce -6.4% 30,876 $819K
Eagle Harbor Asset Management Inc. 0.83% Reduce -5.7% 30,682 $814K
Intech Investment Management LLC 0.01% Reduce -54.6% 30,332 $805K
Caprock Group, LLC 0.02% Add +256.1% 30,204 $802K
NJ State Employees Deferred Compensation Plan 0.10% No change 30,000 $796K
Captrust Financial Advisors 0.00% Add +4.6% 29,931 $794K
M&G PLC 0.01% No change 29,204 $789K
Norinchukin Bank, The 0.01% Add +16.0% 29,542 $784K
Louisiana State Employees Retirement System 0.02% No change 29,200 $775K
Man Group plc 0.00% Reduce -23.1% 29,104 $772K
Securian Asset Management, Inc. 0.02% Reduce -1.7% 28,639 $760K
Naples Global Advisors, LLC 0.07% Reduce -1.8% 27,776 $737K
Cwm, LLC 0.00% Add +17.4% 27,717 $736K
CoreCap Advisors, LLC 0.03% Add +0.0% 27,680 $735K
Woodline Partners LP 0.00% Add +37.8% 27,590 $732K
Commerce Bank 0.00% Add +23.0% 27,525 $731K
Hillsdale Investment Management Inc. 0.04% New 27,200 $722K
CSS LLC 0.14% Add +19.7% 27,140 $720K
Wealthfront Advisers LLC 0.00% Add +8.3% 26,923 $715K
CI Investments Inc. 0.00% Reduce -4.3% 26,760 $710K
Waterloo Capital, L.P. 0.07% Add +23.4% 26,335 $699K
Brighton Jones LLC 0.02% Add +4.4% 26,317 $698K
MJP Associates Inc. 0.13% Add +23.9% 26,109 $693K
Maryland State Retirement & Pension System 0.02% Reduce -15.6% 25,408 $674K
New Mexico Educational Retirement Board 0.02% Reduce -1.9% 25,297 $671K
State of Wyoming 0.09% Add +25.5% 24,886 $660K
Spirit of America Management Corp. 0.13% No change 24,700 $656K
Affinity Investment Advisors, LLC 0.53% Add +19.5% 24,293 $645K
Lanark Financial, Inc. 0.05% — 24,291 $644K
HighTower Advisors, LLC 0.00% Reduce -37.3% 24,195 $642K
Cresset Asset Management, LLC 0.00% Reduce -19.5% 24,172 $642K
HB Wealth Management, LLC 0.01% Add +4.3% 23,557 $625K
M&T Bank Corp 0.00% Reduce -15.4% 23,353 $619K
Quadrature Capital Ltd 0.01% New 23,231 $616K
DC Investments Management, LLC 0.31% New 22,650 $601K
MAI Capital Management 0.00% Reduce -4.0% 22,424 $595K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -4.2% 22,410 $595K
Globeflex Capital L P 0.05% No change 22,352 $593K
Focus Partners Wealth 0.00% Add +9.7% 22,347 $593K
Nomura Holdings Inc. 0.00% Add +24.2% 22,182 $589K
Raiffeisen Bank International AG 0.01% Reduce -1.5% 22,125 $585K
Petrus Trust Company, LTA 0.05% Reduce -34.3% 21,941 $582K
Metis Global Partners, LLC 0.02% Add +18.7% 21,764 $578K
Ossiam 0.01% Reduce -22.7% 21,543 $572K
Agf Management Ltd. 0.00% Add +1.9% 20,994 $557K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.4% 20,567 $546K
Empirical Finance, LLC 0.03% Add +4.5% 20,151 $535K
Tower Research Capital LLC (TRC) 0.02% Reduce -45.8% 19,977 $530K
Ballentine Partners, LLC 0.01% Add +17.5% 19,752 $524K
Quartz Partners, LLC 0.31% Reduce -24.0% 19,512 $518K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 19,469 $517K
Van Eck Associates Corp. 0.00% Add +8.0% 19,459 $516K
Quarry LP 0.13% New 18,983 $504K
Ifrah Financial Services, Inc. 0.14% Reduce -5.8% 18,858 $500K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +315.0% 18,762 $498K
Praxis Investment Management Inc. 0.03% No change 18,410 $489K
Wright Investors Service Inc. 0.16% Reduce -0.8% 18,217 $483K
Greenleaf Trust 0.00% Add +3.9% 18,001 $478K
Allstate Corp. 0.01% Add +8.0% 17,955 $477K
Haven Private, LLC 0.27% Add +1.8% 17,888 $475K
Systematic Alpha Investments, LLC 0.02% No change 17,776 $472K
APG Asset Management US Inc. 0.00% No change 17,439 $466K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 17,250 $458K
Federated Hermes, Inc. 0.00% Reduce -15.4% 17,171 $456K
Institute for Wealth Management, LLC. 0.06% Reduce -1.4% 17,108 $454K
D.A. Davidson & Co. 0.00% Add +0.6% 15,983 $424K
Prudential PLC 0.00% Reduce -38.7% 15,934 $423K
Modern Wealth Management, LLC 0.01% New 15,921 $423K
Wade Financial Advisory, Inc 0.14% No change 15,853 $421K
Nations Financial Group Inc, /Ia/ 0.03% Add +7.6% 15,799 $419K
Applied Finance Capital Management, LLC 0.03% Add +1.6% 15,301 $406K
Stifel Financial Corp. 0.00% Reduce -7.7% 15,254 $405K
Synovus Financial Corp. 0.01% New 15,212 $404K
Sherbrooke Park Advisers LLC 0.19% Reduce -64.7% 15,174 $403K
Marex Group Ltd 0.01% Add +5.8% 15,160 $402K
Blue Trust, Inc. 0.01% Add +39.0% 15,043 $399K
Versant Capital Management, Inc 0.07% Add +379.9% 15,015 $398K
V-Square Quantitative Management LLC 0.06% Add +4.7% 15,015 $398K
Arkadios Wealth Advisors 0.01% New 14,901 $395K
Everhart Financial Group, Inc. 0.05% Add +7.1% 14,807 $393K
Denali Advisors LLC 0.04% Add +8.0% 14,800 $393K
CenterBook Partners LP 0.02% Reduce -41.8% 14,734 $391K
Forza Wealth Management, LLC 0.17% Reduce -0.1% 14,664 $389K
Simon Quick Advisors, LLC 0.02% New 14,619 $388K
Squarepoint Ops LLC 0.00% Reduce -86.2% 14,564 $387K
Balyasny Asset Management L.P. 0.00% Reduce -98.0% 14,500 $385K
Vident Advisory, LLC 0.01% New 14,466 $384K
First Horizon Advisors, Inc. 0.01% Add +0.3% 14,297 $379K
Inceptionr LLC 0.11% Reduce -78.8% 14,274 $379K
Townsquare Capital LLC 0.00% Add +44.0% 14,222 $377K
Cornerstone Wealth Group, LLC 0.03% New 14,203 $377K
Hanson & Doremus Investment Management 0.05% No change 13,944 $370K
Vest Financial, LLC 0.01% Add +61.9% 13,689 $363K
Bradley Foster & Sargent Inc. 0.01% No change 13,430 $356K
Scientech Research LLC 0.09% New 13,198 $350K
FIL Ltd 0.00% New 13,124 $348K
Asahi Life Asset Management Co., LTD. 0.22% No change 12,950 $344K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +8.4% 12,850 $341K
Citadel Advisors 0.00% Add +1120.8% 12,733 $338K
XTX Topco Ltd 0.02% New 12,526 $332K
Fifth Third Bancorp 0.00% Add +23.4% 12,453 $331K
Platform Technology Partners 0.10% Add +0.4% 12,329 $327K
Johnson Investment Counsel Inc. 0.00% Add +43.3% 12,254 $325K
Compound Planning, Inc. 0.01% Add +32.2% 12,199 $324K
Benchmark Financial Wealth Advisors, LLC 0.12% Reduce -3.9% 12,149 $322K
GAMMA Investing LLC 0.02% Add +15.1% 12,139 $322K
MBB Public Markets I LLC 0.04% New 12,060 $320K
United Services Automobile Association 0.01% No change 11,840 $313K
Kera Capital Partners, Inc. 0.09% Add +41.7% 11,777 $313K
Aaron Wealth Advisors LLC 0.04% Add +14.5% 11,727 $311K
Gabelli Funds LLC 0.00% Reduce -10.2% 11,700 $311K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -3.2% 11,620 $308K
Foster & Motley Inc. 0.02% Reduce -3.4% 11,139 $296K
Exchange Traded Concepts, LLC 0.01% Add +52.4% 11,146 $296K
E Fund Management Co., Ltd. 0.01% No change 11,008 $292K
Janney Montgomery Scott LLC 0.00% Reduce -31.8% 10,833 $288K
MML Investors Services, LLC 0.00% Reduce -47.0% 10,760 $286K
Kestra Advisory Services, LLC 0.00% Reduce -34.7% 10,530 $279K
OmniStar Financial Group, Inc. 0.22% New 10,511 $279K
New Vernon Capital Holdings II LLC 0.15% New 10,427 $277K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -67.8% 10,347 $275K
Merit Financial Group, LLC 0.00% New 10,289 $273K
Forum Financial Management, LP 0.00% Reduce -0.1% 10,252 $272K
Severin Investments, LLC 0.27% Add +4.7% 10,135 $269K
Gsa Capital Partners LLP 0.02% New 9,992 $265K
IFP Advisors, Inc 0.01% Add +1400.3% 9,872 $262K
Coldstream Capital Management Inc. 0.01% Add +0.6% 9,854 $262K
Advisors Capital Management, LLC 0.00% Reduce -1.0% 9,833 $261K
Choreo, LLC 0.00% New 9,801 $260K
Mufg Securities Americas Inc. 0.03% Add +19.9% 9,601 $255K
MQS Management LLC 0.15% New 9,543 $253K
Cornerstone Wealth Management, LLC 0.02% Add +2.9% 9,396 $249K
iSAM Funds (UK) Ltd 0.12% Reduce -58.4% 9,242 $245K
Profund Advisors LLC 0.01% Reduce -8.7% 9,194 $244K
Beacon Pointe Advisors, LLC 0.00% Add +0.7% 9,148 $243K
Baker Avenue Asset Management, LP 0.01% New 9,080 $241K
PFG Investments, LLC 0.02% Add +0.1% 9,064 $241K
Venturi Wealth Management, LLC 0.01% Add +82.3% 9,021 $239K
Longboard Asset Management, LP 0.70% No change 9,011 $239K
Parallel Advisors, LLC 0.01% Reduce -1.7% 8,926 $237K
Shell Asset Management Co. 0.01% No change 8,899 $236K
CW Advisors, LLC 0.00% Add +0.1% 8,823 $234K
Blair William & Co. 0.00% Add +15.8% 8,796 $233K
Chicago Partners Investment Group LLC 0.01% New 8,375 $233K
Coppell Advisory Solutions LLC 0.03% Reduce -38.1% 476 $229K
Flossbach Von Storch SE 0.00% New 8,610 $229K
Fort Washington Investment Advisors Inc. 0.00% New 8,493 $225K
Global Endowment Management, LP 0.03% Reduce -52.6% 8,434 $224K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -20.5% 8,415 $223K
Claret Asset Management Corp 0.04% Reduce -11.4% 8,133 $216K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 8,049 $213K
Callan Family Office, LLC 0.02% New 8,018 $213K
Sagespring Wealth Partners, LLC 0.01% New 7,998 $212K
AlphaQuest LLC 0.02% Reduce -81.2% 7,934 $211K
Snowden Capital Advisors LLC 0.01% New 7,871 $209K
Horizon Investments, LLC 0.01% Reduce -3.1% 7,815 $207K
Great Lakes Advisors, LLC 0.00% New 7,743 $205K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.7% 7,551 $200K
GeoWealth Management, LLC 0.01% Add +17.9% 7,335 $195K
South Dakota Investment Council 0.00% No change 7,200 $191K
HM Payson & Co. 0.00% Reduce -18.4% 7,100 $188K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 6,466 $172K
Siemens Fonds Invest GmbH 0.01% New 6,192 $164K
Curat Global, LLC 0.19% — 5,785 $154K
Eastern Bank 0.00% Reduce -8.7% 5,631 $149K
Ameritas Investment Partners, Inc. 0.00% No change 5,309 $141K
Farther Finance Advisors, LLC 0.00% Reduce -16.3% 4,935 $132K
Signaturefd, LLC 0.00% Add +5.9% 4,879 $130K
Investors Research Corp 0.03% No change 4,600 $122K
Deseret Mutual Benefit Administrators 0.06% Reduce -1.0% 4,425 $117K
Assetmark, Inc. 0.00% Add +10.0% 4,243 $113K
Hantz Financial Services, Inc. 0.00% New 4,109 $109K
Mather Group, Llc. 0.00% Add +26.6% 3,730 $99K
Quent Capital, LLC 0.01% Reduce -1.7% 3,605 $96K
Huntington National Bank 0.00% Add +30.9% 3,604 $96K
Covestor Ltd 0.06% Reduce -0.7% 3,506 $93K
Capital Analysts, LLC 0.00% New 3,206 $85K
Jones Financial Companies LLLP 0.00% Add +63.1% 3,159 $83K
Wilmington Savings Fund Society, FSB 0.00% No change 3,123 $83K
Heritage Wealth Advisors 0.00% No change 3,005 $80K
Westpac Banking Corp. 0.01% No change 2,865 $76K
HHM Wealth Advisors, LLC 0.01% Reduce -1.0% 2,780 $74K
Harbour Investments, Inc. 0.00% Reduce -15.9% 2,779 $74K
Intact Investment Management Inc. 0.00% Add +8.0% 2,700 $72K
PEAK6 LLC 0.00% New 2,656 $70K
Groupe la Francaise 0.00% Reduce -15.5% 2,533 $69K
McIlrath & Eck, LLC 0.01% No change 2,432 $65K
EverSource Wealth Advisors, LLC 0.00% Add +70.6% 2,427 $64K
Montag A & Associates Inc. 0.00% No change 2,400 $64K
CENTRAL TRUST Co 0.00% No change 2,400 $64K
Rise Advisors, LLC 0.03% Add +19.2% 2,361 $63K
Harvest Fund Management Co., Ltd 0.00% Reduce -76.9% 2,346 $62K
Brown, Lisle/Cummings, Inc. 0.02% Add +1.2% 2,176 $58K
Allworth Financial LP 0.00% Reduce -2.1% 2,233 $56K
Arax Advisory Partners 0.00% Add +67.6% 2,043 $54K
Dunhill Financial, LLC 0.02% Reduce -11.6% 2,035 $54K
Tsfg, LLC 0.01% New 1,959 $52K
Hopwood Financial Services, Inc. 0.04% No change 1,895 $50K
Cromwell Holdings LLC 0.03% Add +2.0% 1,729 $46K
Geneos Wealth Management Inc. 0.00% Add +221.5% 1,717 $46K
Mark Sheptoff Financial Planning, LLC 0.02% Reduce -91.8% 1,700 $45K
Teachers Insurance & Annuity Association of America 0.06% No change 1,680 $45K
True Wealth Design, LLC 0.02% Add +30.4% 1,615 $43K
Larson Financial Group LLC 0.00% Add +22.5% 1,606 $43K
Global Wealth Strategies & Associates 0.01% Reduce -16.5% 1,600 $42K
Catalyst Capital Advisors LLC 0.00% Add +117.6% 1,580 $42K
NewEdge Advisors, LLC 0.00% Reduce -89.1% 1,558 $41K
Pingora Partners LLC 0.03% No change 1,500 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Add +14.7% 1,460 $39K
Sentry Investment Management LLC 0.03% Reduce -23.0% 1,612 $38K
ORG Partners LLC 0.01% No change 1,130 $30K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,108 $29K
UMB Bank, n.a. 0.00% Add +41.8% 1,042 $28K
TD Private Client Wealth LLC 0.00% Add +4.9% 992 $26K
Group One Trading LLC 0.00% New 991 $26K
Colonial Trust Co / SC 0.00% Reduce -16.4% 986 $26K
Sound Income Strategies, LLC 0.00% New 971 $26K
Truvestments Capital LLC 0.01% Add +0.5% 956 $25K
Westend Capital Management, LLC 0.01% No change 951 $25K
Steward Partners Investment Advisory, LLC 0.00% Reduce -84.0% 930 $25K
WPG Advisers, LLC 0.02% Add +178.2% 829 $22K
Advantage Trust Co 0.01% No change 812 $22K
Silicon Valley Capital Partners 0.00% Add +0.5% 793 $21K
JFS Wealth Advisors, LLC 0.00% Add +3.0% 764 $20K
Caldwell Trust Co 0.00% No change 740 $20K
Hemington Wealth Management 0.00% Add +38.5% 719 $19K
Principal Securities, Inc. 0.00% No change 692 $19K
Whittier Trust Co. 0.00% No change 658 $17K
Brooklyn Investment Group 0.00% Add +99.7% 653 $17K
Parkside Financial Bank & Trust 0.00% Add +8.2% 636 $17K
Hazlett, Burt & Watson, Inc. 0.01% No change 541 $14K
Brown Brothers Harriman & Co. 0.00% Add +121.2% 522 $14K
Quadrant Capital Group LLC 0.00% Reduce -5.5% 502 $13K
Colonial Trust Advisors 0.00% No change 500 $13K
Smartleaf Asset Management LLC 0.00% Reduce -89.7% 498 $13K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 490 $13K
Beacon Capital Management, LLC 0.00% New 465 $12K
NewSquare Capital LLC 0.00% Add +53.6% 464 $12K
Pinnacle Bancorp, Inc. 0.00% No change 459 $12K
Elite Financial, Inc. 0.01% New 446 $11K
Wayfinding Financial, LLC 0.00% New 416 $11K
Cornerstone Planning Group LLC 0.00% New 445 $11K
Farmers & Merchants Investments Inc. 0.00% No change 394 $10K
Oakworth Capital, Inc. 0.00% Add +170.3% 392 $10K
Ogorek Anthony Joseph /NY/ 0.00% New 403 $10K
Capital Advisors, Ltd. LLC 0.00% Reduce -0.3% 378 $10K
Signature Resources Capital Management, LLC 0.01% No change 370 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +1.4% 355 $9K
Zions Bancorporation, National Association 0.00% — 350 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -19.9% 327 $9K
CNB Bank 0.00% No change 312 $8K
Costello Asset Management, INC 0.00% New 300 $8K
Caitong International Asset Management Co., Ltd 0.01% Reduce -87.8% 294 $8K
CVA Family Office, LLC 0.00% Add +1252.6% 257 $7K
Ancora Advisors LLC 0.00% Reduce -17.6% 253 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 237 $6K
Fortitude Family Office, LLC 0.00% No change 231 $6K
C M Bidwell & Associates Ltd. 0.00% No change 223 $6K
Saudi Central Bank 0.03% New 218 $6K
Sachetta, LLC 0.00% Reduce -0.9% 216 $6K
High Note Wealth, LLC 0.00% No change 211 $6K
Rothschild Investment LLC 0.00% Reduce -17.5% 203 $5K
Private Trust Co. NA 0.00% Reduce -35.1% 192 $5K
Atala Financial Inc 0.00% No change 190 $5K
MV Capital Management, Inc. 0.00% Add +1.7% 177 $5K
Manchester Capital Management LLC 0.00% Add +148.5% 164 $4K
FSA Wealth Management LLC 0.00% No change 150 $4K
Clearstead Trust, LLC 0.00% New 148 $4K
Anfield Capital Management, LLC 0.00% No change 145 $4K
Activest Wealth Management 0.00% Add +0.0% 134 $4K
Grove Bank & Trust 0.00% No change 131 $3K
SouthState Bank Corp 0.00% New 120 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.8% 114 $3K
GW&K Investment Management, LLC 0.00% Add +8.0% 108 $3K
Global Financial Private Client, LLC 0.00% Add +251.6% 109 $3K
DT Investment Partners, LLC 0.00% No change 106 $3K
SJS Investment Consulting Inc. 0.00% Add +9.4% 105 $3K
City State Bank 0.00% No change 100 $3K
Concord Wealth Partners 0.00% No change 100 $3K
Abound Wealth Management 0.00% Reduce -23.0% 97 $3K
Bell Investment Advisors, Inc 0.00% No change 96 $3K
Whipplewood Advisors, LLC 0.00% Reduce -97.3% 2 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -12.1% 80 $2K
Highline Wealth Partners LLC 0.00% New 77 $2K
TD Capital Management LLC 0.00% No change 74 $2K
Clean Yield Group 0.00% Reduce -35.1% 72 $2K
Clearstead Advisors, LLC 0.00% Add +491.7% 71 $2K
Rossby Financial, LCC 0.00% New 69 $2K
Spire Wealth Management 0.00% Reduce -94.2% 63 $2K
Trifecta Capital Advisors, LLC 0.00% No change 57 $2K
Eq Wealth Advisors, LLC 0.00% New 54 $1K
Salomon & Ludwin, LLC 0.00% No change 54 $1K
Raffa Wealth Management, LLC 0.00% No change 46 $1K
S&T Bank 0.00% New 45 $1K
Spectrum Wealth Counsel, LLC 0.00% No change 40 $1K
WASHINGTON TRUST Co 0.00% Reduce -55.7% 39 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 38 $1K
WealthTrak Capital Management LLC 0.00% Add +600.0% 35 $929
First Command Advisory Services, Inc. 0.00% New 35 $929
Nvwm, LLC 0.00% Add +17.2% 34 $902
Wood Tarver Financial Group, LLC 0.00% No change 32 $850
Bruce G. Allen Investments, LLC 0.00% No change 32 $849
Physician Wealth Advisors, Inc. 0.00% No change 30 $797
Evelyn Partners Investment Management LLP 0.00% No change 30 $796
Clark Wealth Partners 0.00% New 27 $717
Rialto Wealth Management, LLC 0.00% New 27 $717
Hexagon Capital Partners LLC 0.00% New 22 $584
Logan Capital Management Inc. 0.00% No change 22 $584
Prestige Wealth Management Group LLC 0.00% No change 21 $558
ROSS\JOHNSON & Associates LLC 0.01% New 20 $531
Hughes Financial Services, LLC 0.00% New 19 $508
Innovative Advisory Group, LLC 0.00% No change 19 $507
CBIZ Investment Advisory Services, LLC 0.00% New 18 $478
HFM Investment Advisors, LLC 0.00% — 17 $452
Parkworth Wealth Management, Inc. 0.00% No change 17 $451
WestEnd Advisors, LLC 0.00% Add +433.3% 16 $425
Bay Harbor Wealth Management, LLC 0.00% New 16 $424
Carolinas Wealth Consulting LLC 0.00% No change 15 $398
Aventura Private Wealth, LLC 0.00% New 14 $373
MPWM Advisory Solutions, LLC 0.00% No change 14 $372
West Branch Capital LLC 0.00% No change 14 $372
Winnacle Wealth LLC 0.00% Add +55.6% 14 $356
Rakuten Securities, Inc. 0.00% No change 11 $292
Halbert Hargrove Global Advisors, LLC 0.00% New 11 $291
Principia Wealth Advisory, LLC 0.00% Reduce -63.3% 11 $280
American Capital Advisory, LLC 0.00% New 9 $239
Private Wealth Asset Management, LLC 0.00% — 8 $212
GoalVest Advisory LLC 0.00% New 7 $186
Private Wealth Management Group, LLC 0.00% Add +133.3% 7 $186
Bartlett & Co. Wealth Management LLC 0.00% New 7 $186
Creative Financial Designs Inc. 0.00% New 5 $133
TrinityBridge Ltd 0.00% Reduce -76.0% 12 $0
Avion Wealth 0.00% New 20 $0

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