Gen DigitalGEN
13F holders, Q2 2025 (June 30)654holders +10
88new positions
77sold out
8famous investors
$29.40avg. 13F price*
At the end of Q2 2025, 654 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, up 10 from Q1 2025. 88 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.6B) and FMR LLC ($1.2B). 8 famous investors held it, including Jeff Smith (6.8% 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $135.6M |
| Exits | 77 | $185.3M |
All 13F filers, Q1 2025 → Q2 2025: 40,060,246 shares bought and 38,516,279 shares sold, net +1,543,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| Vanguard Group Inc. | 0.03% | Add +2.2% | 71,249,751 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +1.4% | 54,973,487 | $1.6B |
| FMR LLC | 0.07% | Add +16.0% | 39,848,220 | $1.2B |
| State Street Corp. | 0.03% | Add +1.2% | 29,543,051 | $868.6M |
| Ameriprise Financial Inc. | 0.16% | Add +6.7% | 22,473,917 | $660.7M |
| First Trust Advisors LP | 0.38% | Add +7.3% | 15,899,158 | $467.4M |
| Geode Capital Management, LLC | 0.03% | Add +0.7% | 15,253,089 | $449.5M |
| Beutel, Goodman & Co Ltd. | 2.56% | Reduce -7.8% | 15,268,735 | $448.9M |
| Nuveen, LLC | 0.11% | Add +24.7% | 14,075,126 | $413.8M |
| Starboard Value | 6.79% | Reduce -23.9% | 13,330,505 | $391.9M |
| Boston Partners | 0.43% | Reduce -1.8% | 13,123,741 | $385.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -23.2% | 9,424,081 | $277.1M |
| Invesco Ltd. | 0.04% | Reduce -6.3% | 8,650,914 | $254.3M |
| LSV Asset Management | 0.59% | Add +5.1% | 8,623,700 | $253.5M |
| Legal & General Group Plc | 0.06% | Reduce -0.6% | 8,584,357 | $252.4M |
| Franklin Resources Inc. | 0.06% | Reduce -4.2% | 8,160,432 | $239.9M |
| Lyrical Asset Management LP | 3.36% | Reduce -7.1% | 7,929,098 | $233.1M |
| Northern Trust Corp. | 0.03% | Reduce -6.3% | 7,202,809 | $211.8M |
| T. Rowe Price Associates Inc. | 0.02% | Add +0.0% | 7,032,517 | $206.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +10.3% | 6,399,312 | $188.1M |
| Morgan Stanley | 0.01% | Reduce -4.8% | 6,284,875 | $184.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -8.1% | 4,763,698 | $140.1M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +82.7% | 4,497,501 | $132.2M |
| Amundi | 0.04% | Add +273.3% | 4,303,552 | $128.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.1% | 3,868,461 | $113.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -41.0% | 3,644,278 | $107.1M |
| KBC Group NV | 0.28% | Add +26.1% | 3,490,742 | $102.6M |
| Pacer Advisors, Inc. | 0.27% | Reduce -65.6% | 3,457,453 | $101.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.7% | 3,426,470 | $100.7M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -9.4% | 3,331,460 | $97.9M |
| Penserra Capital Management LLC | 1.31% | Add +7.4% | 3,192,465 | $93.9M |
| UBS Group AG | 0.02% | Add +41.2% | 2,879,168 | $84.6M |
| Deutsche Bank AG | 0.03% | Reduce -25.1% | 2,776,187 | $81.6M |
| Barclays PLC | 0.03% | Add +12.8% | 2,547,787 | $74.9M |
| Neuberger Berman Group LLC | 0.06% | Add +4.0% | 2,524,808 | $74.2M |
| Robeco Institutional Asset Management B.V. | 0.12% | Add +328.8% | 2,419,895 | $71.1M |
| HSBC Holdings PLC | 0.04% | Reduce -19.7% | 2,209,203 | $64.9M |
| California Public Employees Retirement System | 0.04% | Reduce -14.9% | 2,142,348 | $63.0M |
| Citigroup Inc. | 0.04% | Add +199.2% | 2,065,601 | $60.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.0% | 2,027,564 | $59.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Add +8.4% | 1,990,381 | $58.5M |
| Bank of Montreal | 0.03% | Reduce -12.2% | 1,863,588 | $54.8M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 1,622,632 | $47.7M |
| Qube Research & Technologies Ltd | 0.07% | Add +27.4% | 1,612,202 | $47.4M |
| Swiss National Bank | 0.03% | Add +1.4% | 1,585,775 | $46.6M |
| Raymond James Financial Inc. | 0.02% | Add +8.2% | 1,557,852 | $45.8M |
| Sei Investments Co. | 0.05% | Add +46.6% | 1,489,064 | $43.8M |
| Pinebridge Investments, L.P. | 0.34% | Add +6.3% | 1,448,409 | $42.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.15% | Add +150.2% | 1,448,174 | $42.6M |
| Triodos Investment Management BV | 3.12% | Add +0.9% | 1,415,038 | $41.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.8% | 1,399,357 | $41.1M |
| Wells Fargo & Company | 0.01% | Add +0.8% | 1,389,934 | $40.9M |
| Bridgewater Associates | 0.15% | Add +5.7% | 1,289,190 | $37.9M |
| Andra AP-fonden | 0.52% | Add +15.5% | 1,282,300 | $37.7M |
| Gotham Asset Management | 0.22% | Add +13.5% | 1,253,284 | $36.8M |
| Alberta Investment Management Corp | 0.31% | No change | 1,250,000 | $36.8M |
| AQR Capital Management | 0.03% | Reduce -57.9% | 1,186,632 | $34.8M |
| Todd Asset Management LLC | 0.74% | Add +22.1% | 1,170,276 | $34.4M |
| Rhumbline Advisers | 0.03% | Add +3.2% | 1,151,955 | $33.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.15% | Add +5.6% | 1,147,226 | $33.7M |
| Prudential Financial Inc. | 0.04% | Add +41.9% | 1,087,812 | $32.0M |
| Danske Bank A/S | 0.08% | Add +72.6% | 1,087,117 | $32.0M |
| Millennium Management | 0.03% | New | 1,053,053 | $31.0M |
| Victory Capital Management Inc. | 0.02% | Add +3.5% | 1,042,453 | $30.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +4.5% | 1,030,931 | $30.3M |
| BNP Paribas Financial Markets | 0.02% | New | 1,027,875 | $30.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +13.4% | 1,011,562 | $29.7M |
| Los Angeles Capital Management LLC | 0.11% | Add +227.0% | 995,017 | $29.3M |
| Schroder Investment Management Group | 0.02% | Add +48.1% | 978,066 | $28.8M |
| California State Teachers Retirement System | 0.03% | Add +1.9% | 910,674 | $26.8M |
| Quantinno Capital Management LP | 0.12% | Add +10.1% | 907,614 | $26.7M |
| TD Asset Management Inc | 0.02% | Reduce -5.1% | 862,151 | $25.3M |
| Treasurer of the State of North Carolina | 0.08% | Add +102.4% | 856,970 | $25.2M |
| Teachers Retirement System of the State of Kentucky | 0.20% | Add +21.5% | 822,457 | $24.2M |
| Swedbank AB | 0.03% | Add +14.9% | 812,468 | $23.9M |
| AXA S.A. | 0.07% | Reduce -34.1% | 787,682 | $23.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -24.5% | 736,186 | $21.6M |
| Norges Bank | 0.00% | Reduce -14.7% | 730,853 | $21.5M |
| Vinva Investment Management Ltd | 0.55% | Add +246.5% | 726,118 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.3% | 682,516 | $20.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -3.5% | 664,468 | $19.6M |
| Storebrand Asset Management As | 0.06% | Add +35.4% | 660,443 | $19.4M |
| National Pension Service | 0.02% | No change | 652,542 | $19.2M |
| Railway Pension Investments Ltd | 0.27% | Reduce -5.1% | 642,100 | $18.9M |
| Lazard Asset Management LLC | 0.03% | Add +134.9% | 617,472 | $18.2M |
| Worldquant Millennium Advisors LLC | 0.09% | Add +114.7% | 601,044 | $17.7M |
| Royal Bank of Canada | 0.00% | Reduce -25.5% | 596,794 | $17.5M |
| Man Group plc | 0.04% | Add +1938.9% | 593,395 | $17.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.1% | 592,240 | $17.4M |
| State of Wisconsin Investment Board | 0.04% | Add +0.1% | 544,376 | $16.0M |
| New York State Teachers Retirement System | 0.03% | Add +4.8% | 538,111 | $15.8M |
| APG Asset Management N.V. | 0.05% | Add +2.9% | 607,657 | $15.2M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -0.0% | 495,722 | $14.6M |
| Allianz Asset Management GmbH | 0.02% | Reduce -35.1% | 495,257 | $14.6M |
| LBP Am SA | 0.20% | Reduce -24.6% | 482,239 | $14.2M |
| Aberdeen Group plc | 0.02% | Add +3.1% | 461,713 | $13.5M |
| ABN AMRO Bank N.V. | 0.17% | Add +1.8% | 453,379 | $13.4M |
| ExodusPoint Capital Management, LP | 0.16% | Reduce -8.9% | 453,852 | $13.3M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -11.2% | 443,452 | $13.0M |
| KLP Kapitalforvaltning As | 0.06% | Reduce -39.7% | 439,769 | $12.9M |
| National Bank of Canada | 0.01% | Add +35.7% | 428,324 | $12.6M |
| Korea Investment CORP | 0.03% | Reduce -22.6% | 425,552 | $12.5M |
| Aviva PLC | 0.02% | Add +6.6% | 407,156 | $12.0M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +8.4% | 405,738 | $11.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +3511.0% | 391,176 | $11.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +0.4% | 379,007 | $11.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -8.5% | 368,864 | $10.8M |
| Mackenzie Financial Corp. | 0.01% | Add +39.4% | 359,142 | $10.6M |
| Ruffer LLP | 0.47% | New | 357,900 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Add +2.4% | 336,095 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.1% | 331,522 | $9.7M |
| Permit Capital, LLC | 3.09% | No change | 325,000 | $9.6M |
| Jane Street Group, LLC | 0.02% | New | 317,841 | $9.3M |
| Cozad Asset Management Inc. | 0.81% | Add +14.8% | 314,900 | $9.3M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +0.1% | 313,808 | $9.2M |
| Toronto Dominion Bank | 0.02% | Add +5.0% | 313,245 | $9.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -19.4% | 310,312 | $9.1M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +1.4% | 288,291 | $8.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -6.7% | 282,556 | $8.3M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.23% | Reduce -46.1% | 276,170 | $8.1M |
| Chase Investment Counsel Corp. | 2.43% | Add +0.3% | 258,490 | $7.6M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -3.2% | 250,304 | $7.3M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -3.1% | 247,285 | $7.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Add +10.9% | 246,073 | $7.2M |
| AustralianSuper Pty Ltd | 0.04% | Reduce -14.8% | 239,979 | $7.1M |
| State of Tennessee, Department of Treasury | 0.02% | Add +23.9% | 232,209 | $6.8M |
| Iridian Asset Management LLC | 2.36% | Reduce -44.0% | 231,511 | $6.8M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +0.3% | 229,009 | $6.7M |
| Northwest & Ethical Investments L.P. | 0.16% | No change | 220,102 | $6.5M |
| Lifeworks Advisors, LLC | 0.94% | New | 213,344 | $6.3M |
| Mediolanum International Funds Ltd | 0.07% | Reduce -30.9% | 213,477 | $6.3M |
| Macquarie Group Ltd. | 0.01% | Add +0.0% | 211,901 | $6.2M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +5.8% | 208,838 | $6.1M |
| Bokf, NA | 0.09% | Add +97.2% | 197,725 | $5.8M |
| Capital Fund Management S.A. | 0.06% | Add +125.6% | 194,762 | $5.7M |
| Diversified Trust Co. | 0.13% | Reduce -5.8% | 194,361 | $5.7M |
| Swiss Life Asset Management Ltd | 0.03% | Add +122.1% | 194,056 | $5.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -18.1% | 188,602 | $5.5M |
| State of Michigan Retirement System | 0.03% | Add +2.8% | 185,075 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.5% | 184,567 | $5.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.48% | Add +6.0% | 184,464 | $5.4M |
| Rafferty Asset Management, LLC | 0.02% | Add +22.4% | 178,251 | $5.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -12.8% | 176,081 | $5.2M |
| Voya Investment Management LLC | 0.01% | Add +6.5% | 175,395 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.9% | 175,365 | $5.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -51.4% | 174,917 | $5.1M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -65.5% | 172,569 | $5.1M |
| Strategic Global Advisors, LLC | 0.82% | Add +6.3% | 171,298 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +1.9% | 170,567 | $5.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.41% | Add +15.6% | 170,049 | $5.0M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 166,650 | $4.9M |
| Wedge Capital Management L L P | 0.09% | Add +20.3% | 165,679 | $4.9M |
| Martin & Co. Inc. | 0.86% | Add +0.0% | 158,249 | $4.7M |
| Westpac Banking Corp. | 0.31% | Add +5410.1% | 157,865 | $4.6M |
| Arizona State Retirement System | 0.03% | Reduce -4.5% | 153,087 | $4.5M |
| Verition Fund Management LLC | 0.03% | Add +2.3% | 148,261 | $4.4M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -2.8% | 146,870 | $4.3M |
| ProShare Advisors LLC | 0.01% | Add +7.2% | 145,626 | $4.3M |
| Ostrum Asset Management | 0.20% | Reduce -12.6% | 144,758 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +48.9% | 144,220 | $4.2M |
| Mubadala Investment Co PJSC | 0.02% | Add +0.1% | 143,979 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +1.8% | 143,545 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Add +0.7% | 141,846 | $4.2M |
| New York Life Investment Management LLC | 0.04% | Add +0.1% | 138,783 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 135,866 | $4.0M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -0.9% | 135,758 | $4.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -15.2% | 135,683 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.9% | 133,861 | $3.9M |
| Czech National Bank | 0.03% | Add +7.1% | 133,390 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Add +15.2% | 131,428 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -28.8% | 130,506 | $3.8M |
| Rice Partnership, LLC | 0.66% | Add +9.9% | 129,434 | $3.8M |
| Wellington Management Group LLP | 0.00% | Reduce -1.6% | 127,413 | $3.7M |
| EagleClaw Capital Managment, LLC | 0.56% | Reduce -0.4% | 126,600 | $3.7M |
| QRG Capital Management, Inc. | 0.03% | Add +48.0% | 126,307 | $3.7M |
| Quartz Partners, LLC | 1.69% | Add +543.3% | 125,512 | $3.7M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -9.1% | 123,333 | $3.6M |
| Caxton Associates LLP | 0.09% | New | 121,017 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +8.5% | 118,691 | $3.5M |
| Retirement Systems of Alabama | 0.01% | Add +0.5% | 117,119 | $3.4M |
| Graham Capital Management, L.P. | 0.10% | Add +11.1% | 117,031 | $3.4M |
| Martingale Asset Management L P | 0.08% | Reduce -1.3% | 117,020 | $3.4M |
| Gabelli Funds LLC | 0.02% | Add +885.1% | 115,261 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +0.4% | 114,511 | $3.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -2.2% | 113,904 | $3.3M |
| GAMCO Investors | 0.03% | Add +29.2% | 113,528 | $3.3M |
| Candriam S.C.A. | 0.02% | Reduce -4.0% | 111,716 | $3.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -41.2% | 111,516 | $3.3M |
| Erste Asset Management GmbH | 0.03% | Add +10.4% | 111,458 | $3.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | Add +23.3% | 111,000 | $3.3M |
| Comerica Bank | 0.01% | Add +6.4% | 110,397 | $3.2M |
| Fort Point Capital Partners LLC | 0.32% | Add +0.5% | 108,026 | $3.2M |
| Amalgamated Bank | 0.02% | Add +2.3% | 107,891 | $3.2M |
| Agf Management Ltd. | 0.01% | Add +413.8% | 107,860 | $3.2M |
| ASR Vermogensbeheer N.V. | 0.04% | Reduce -0.4% | 106,847 | $3.1M |
| Arkadios Wealth Advisors | 0.09% | Add +606.1% | 105,212 | $3.1M |
| DNB Asset Management AS | 0.01% | Reduce -2.7% | 105,159 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.0% | 104,221 | $3.1M |
| Ethic Inc. | 0.05% | Add +12.3% | 104,475 | $3.1M |
| USS Investment Management Ltd | 0.02% | No change | 102,066 | $3.0M |
| Paralel Advisors LLC | 0.12% | New | 100,664 | $3.0M |
| Kendall Capital Management | 0.77% | Add +63.0% | 98,845 | $2.9M |
| Cohen Klingenstein LLC | 0.10% | No change | 98,600 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -37.5% | 98,522 | $2.9M |
| Forsta Ap-Fonden | 0.02% | Reduce -3.1% | 98,200 | $2.9M |
| J. Safra Sarasin Holding AG | 0.05% | Add +81.0% | 94,693 | $2.8M |
| Intech Investment Management LLC | 0.03% | Add +210.0% | 94,034 | $2.8M |
| SteelPeak Wealth, LLC | 0.11% | New | 92,997 | $2.7M |
| Nilsine Partners, LLC | 0.27% | Add +2.7% | 91,882 | $2.7M |
| Xponance LLC | 0.02% | Add +8.9% | 90,925 | $2.7M |
| Utah Retirement Systems | 0.03% | No change | 89,905 | $2.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +2.4% | 89,617 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1.1% | 84,106 | $2.5M |
| Tealwood Asset Management Inc. | 1.11% | Reduce -18.0% | 84,975 | $2.5M |
| Vestcor Inc | 0.07% | Add +72.0% | 83,365 | $2.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -22.3% | 82,425 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.4% | 81,591 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -32.1% | 79,551 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +7.1% | 79,271 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +0.7% | 78,602 | $2.3M |
| CIBC Asset Management Inc | 0.01% | Reduce -7.8% | 78,525 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +10.8% | 78,236 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 78,168 | $2.3M |
| Long Road Investment Counsel, LLC | 0.83% | Reduce -0.6% | 75,950 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +7.5% | 75,493 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.05% | Reduce -18.2% | 75,238 | $2.2M |
| Creative Planning | 0.00% | Add +9.9% | 74,941 | $2.2M |
| Tidal Investments LLC | 0.01% | Add +16.4% | 73,272 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -18.2% | 73,010 | $2.1M |
| Empowered Funds, LLC | 0.02% | Reduce -7.4% | 72,755 | $2.1M |
| Banque Cantonale Vaudoise | 0.09% | Add +2.2% | 72,252 | $2.1M |
| Bank of Nova Scotia | 0.00% | Add +23.9% | 71,893 | $2.1M |
| Blueshift Asset Management, LLC | 0.63% | New | 69,243 | $2.0M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -11.5% | 69,139 | $2.0M |
| Cibc World Markets Corp. | 0.01% | Add +2.7% | 67,766 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.6% | 67,765 | $2.0M |
| Bayesian Capital Management, LP | 0.31% | New | 67,000 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -4.2% | 66,989 | $2.0M |
| Fox Run Management, L.L.C. | 0.32% | Reduce -11.3% | 65,550 | $1.9M |
| Vise Technologies, Inc. | 0.08% | — | 64,308 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.50% | New | 63,644 | $1.9M |
| Glenmede Investment Management, LP | 0.01% | — | 63,487 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -10.7% | 62,266 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.2% | 62,218 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | New | 61,951 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.3% | 61,855 | $1.8M |
| L2 Asset Management, LLC | 0.30% | Add +8.5% | 61,472 | $1.8M |
| iSAM Funds (UK) Ltd | 0.40% | Add +565.1% | 61,466 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 61,316 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 61,170 | $1.8M |
| Paradigm Capital Management Inc. | 0.09% | Reduce -9.1% | 60,000 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 59,989 | $1.8M |
| STRS Ohio | 0.01% | Add +5.8% | 59,999 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +4.2% | 58,798 | $1.7M |
| OP Asset Management Ltd | 0.03% | No change | 58,576 | $1.7M |
| Coastal Bridge Advisors, LLC | 0.14% | New | 58,274 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -8.9% | 56,898 | $1.7M |
| Y.D. More Investments Ltd | 0.11% | Add +8.1% | 56,700 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -2.8% | 55,692 | $1.6M |
| CX Institutional | 0.06% | Add +9.5% | 55,493 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 54,788 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 54,675 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -34.6% | 54,104 | $1.6M |
| Board of the Pension Protection Fund | 1.71% | New | 53,700 | $1.6M |
| Tredje AP-fonden | 0.01% | Add +10.5% | 53,610 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.6% | 52,910 | $1.6M |
| Bonness Enterprises Inc. | 0.50% | No change | 51,500 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +8.6% | 50,542 | $1.5M |
| NEOS Investment Management LLC | 0.02% | Add +27.2% | 50,018 | $1.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -5.5% | 50,000 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +15.3% | 49,852 | $1.5M |
| Twin Capital Management Inc. | 0.16% | Add +1.6% | 49,648 | $1.5M |
| Generali Asset Management SPA SGR | 0.03% | Reduce -3.5% | 48,857 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.3% | 47,163 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +6.3% | 46,051 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Reduce -39.3% | 43,864 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | New | 43,800 | $1.3M |
| Convergence Investment Partners, LLC | 0.32% | Reduce -50.0% | 42,442 | $1.2M |
| Eventide Asset Management, LLC | 0.02% | Reduce -39.7% | 42,051 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -15.2% | 41,923 | $1.2M |
| Natixis | 0.01% | Reduce -34.6% | 41,813 | $1.2M |
| Prelude Capital Management, LLC | 0.12% | New | 40,613 | $1.2M |
| Ellis Investment Partners, LLC | 0.23% | Add +1.5% | 40,226 | $1.2M |
| JSF Financial, LLC | 0.28% | Add +7.3% | 40,173 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.7% | 38,649 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | New | 39,757 | $1.2M |
| CSS LLC | 0.22% | Add +46.3% | 39,710 | $1.2M |
| Gallacher Capital Management LLC | 0.53% | Add +7.7% | 39,148 | $1.2M |
| Avanza Fonder AB | 0.03% | No change | 38,340 | $1.1M |
| Main Management ETF Advisors, LLC | 0.05% | Add +1.7% | 38,116 | $1.1M |
| Centiva Capital, LP | 0.07% | New | 37,919 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | — | 37,725 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -52.7% | 37,151 | $1.1M |
| Alan B Lancz & Associates, Inc. | 1.09% | No change | 37,100 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -34.7% | 36,765 | $1.1M |
| Atlas Capital Advisors Inc. | 0.13% | Add +3.0% | 35,871 | $1.1M |
| Hershey Financial Advisers, LLC | 0.94% | — | 35,573 | $1.0M |
| Plato Investment Management Ltd | 0.08% | Add +0.1% | 34,883 | $1.0M |
| Legacy Capital Group California, Inc. | 0.28% | Reduce -2.5% | 34,669 | $1.0M |
| Marshall Financial Group, LLC | 0.20% | New | 33,657 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +4.7% | 34,420 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -0.8% | 33,004 | $970K |
| Norinchukin Bank, The | 0.01% | Add +8.2% | 31,977 | $940K |
| Hussman Strategic Advisors, Inc. | 0.21% | New | 31,500 | $926K |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 31,388 | $922K |
| Novem Group | 0.12% | New | 30,871 | $908K |
| Wealthfront Advisers LLC | 0.00% | Add +12.6% | 30,322 | $891K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 30,089 | $885K |
| NJ State Employees Deferred Compensation Plan | 0.10% | No change | 30,000 | $882K |
| Eagle Harbor Asset Management Inc. | 0.85% | Reduce -2.4% | 29,942 | $880K |
| Advisor OS, LLC | 0.08% | Reduce -6.7% | 29,353 | $863K |
| Waterloo Capital, L.P. | 0.07% | Add +10.4% | 29,080 | $855K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.4% | 28,800 | $847K |
| Alps Advisors Inc. | 0.00% | Reduce -9.1% | 28,667 | $843K |
| Convergence Financial, LLC | 0.14% | New | 28,567 | $840K |
| Securian Asset Management, Inc. | 0.02% | Reduce -0.4% | 28,523 | $839K |
| Brevan Howard Capital Management LP | 0.01% | New | 28,484 | $837K |
| D. E. Shaw & Co. | 0.00% | Reduce -79.7% | 28,283 | $832K |
| Edgestream Partners, L.P. | 0.02% | Reduce -87.3% | 27,542 | $810K |
| Leonteq Securities AG | 0.05% | Reduce -29.3% | 27,465 | $807K |
| Jump Financial, LLC | 0.01% | New | 27,210 | $800K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -30.5% | 26,904 | $791K |
| Lingohr Asset Management GmbH | 1.43% | Reduce -85.2% | 26,770 | $787K |
| Naples Global Advisors, LLC | 0.07% | Reduce -4.2% | 26,601 | $782K |
| CI Investments Inc. | 0.00% | Reduce -1.0% | 26,484 | $779K |
| Vident Advisory, LLC | 0.01% | Add +83.0% | 26,478 | $778K |
| Commerce Bank | 0.00% | Reduce -4.5% | 26,293 | $773K |
| M&G PLC | 0.00% | Reduce -9.1% | 26,559 | $770K |
| Affinity Investment Advisors, LLC | 0.58% | Add +7.1% | 26,012 | $765K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | New | 26,000 | $764K |
| Integrated Quantitative Investments LLC | 0.22% | New | 25,900 | $761K |
| Ossiam | 0.01% | Add +19.4% | 25,731 | $756K |
| MJP Associates Inc. | 0.11% | Reduce -2.6% | 25,429 | $748K |
| Maryland State Retirement & Pension System | 0.02% | No change | 25,408 | $747K |
| New Mexico Educational Retirement Board | 0.02% | No change | 25,297 | $744K |
| Stifel Financial Corp. | 0.00% | Add +64.1% | 25,033 | $736K |
| SG Americas Securities, LLC | 0.00% | Reduce -36.4% | 24,880 | $731K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.9% | 24,388 | $727K |
| Spirit of America Management Corp. | 0.15% | No change | 24,700 | $726K |
| &partners | 0.01% | New | 24,418 | $718K |
| Lanark Financial, Inc. | 0.06% | Reduce -0.2% | 24,233 | $712K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 23,035 | $677K |
| MAI Capital Management | 0.00% | Add +2.2% | 22,921 | $674K |
| Ieq Capital, LLC | 0.00% | New | 22,848 | $672K |
| DC Investments Management, LLC | 0.28% | No change | 22,650 | $666K |
| Globeflex Capital L P | 0.05% | No change | 22,352 | $657K |
| Van Eck Associates Corp. | 0.00% | Add +12.1% | 21,820 | $642K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +236.7% | 21,773 | $640K |
| Callan Family Office, LLC | 0.02% | Add +171.5% | 21,770 | $640K |
| Diversify Advisory Services, LLC | 0.02% | New | 19,804 | $631K |
| Inceptionr LLC | 0.14% | Add +48.5% | 21,203 | $623K |
| Picton Mahoney Asset Management | 0.01% | New | 21,062 | $620K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 20,916 | $615K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +7.3% | 20,892 | $614K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +11.1% | 20,845 | $613K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 20,567 | $605K |
| Woodline Partners LP | 0.00% | Reduce -26.1% | 20,395 | $600K |
| Flow Traders U.S. LLC | 0.02% | New | 20,366 | $599K |
| Empirical Finance, LLC | 0.03% | Add +0.6% | 20,274 | $596K |
| Mariner, LLC | 0.00% | Reduce -63.0% | 19,463 | $572K |
| Metis Global Partners, LLC | 0.01% | Reduce -11.9% | 19,181 | $564K |
| Focus Partners Wealth | 0.00% | Reduce -14.4% | 19,126 | $562K |
| HB Wealth Management, LLC | 0.00% | Reduce -19.4% | 18,986 | $558K |
| CenterBook Partners LP | 0.03% | Add +26.5% | 18,632 | $548K |
| Ifrah Financial Services, Inc. | 0.15% | Reduce -1.2% | 18,625 | $548K |
| Praxis Investment Management Inc. | 0.03% | No change | 18,410 | $541K |
| Haven Private, LLC | 0.24% | Add +2.8% | 18,396 | $541K |
| Wright Investors Service Inc. | 0.16% | Add +0.5% | 18,304 | $538K |
| Greenleaf Trust | 0.00% | Reduce -0.0% | 17,993 | $529K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 17,776 | $523K |
| Axq Capital, LP | 0.17% | New | 17,740 | $522K |
| APG Asset Management US Inc. | 0.00% | No change | 17,439 | $520K |
| Marex Group Ltd | 0.01% | Add +16.6% | 17,676 | $520K |
| Forza Wealth Management, LLC | 0.21% | Add +19.8% | 17,572 | $517K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.9% | 17,412 | $512K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.8% | 17,359 | $510K |
| M&T Bank Corp | 0.00% | Reduce -26.3% | 17,216 | $506K |
| Modern Wealth Management, LLC | 0.01% | Add +7.3% | 17,083 | $502K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -2.9% | 16,619 | $489K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.14% | Add +27.2% | 16,350 | $481K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +2.4% | 16,172 | $475K |
| Employees Retirement System of Texas | 0.00% | New | 16,068 | $472K |
| Renaissance Technologies | 0.00% | New | 15,938 | $469K |
| Prudential PLC | 0.00% | No change | 15,934 | $468K |
| Inscription Capital, LLC | 0.07% | New | 15,894 | $467K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -29.4% | 15,833 | $465K |
| Vest Financial, LLC | 0.01% | Add +15.3% | 15,788 | $464K |
| Synovus Financial Corp. | 0.01% | Add +3.5% | 15,750 | $463K |
| DRW Securities, LLC | 0.03% | New | 15,718 | $462K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +10.6% | 15,706 | $462K |
| Quantitative Investment Management, LLC | 0.06% | New | 15,703 | $461K |
| First Horizon Advisors, Inc. | 0.01% | Add +9.5% | 15,659 | $460K |
| Everhart Financial Group, Inc. | 0.05% | Add +5.5% | 15,627 | $459K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.0% | 15,505 | $456K |
| Blue Trust, Inc. | 0.01% | Add +3.0% | 15,501 | $456K |
| Versant Capital Management, Inc | 0.07% | Add +0.4% | 15,074 | $443K |
| Syon Capital LLC | 0.03% | New | 14,798 | $435K |
| Bessemer Group Inc. | 0.00% | Reduce -62.9% | 14,786 | $435K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -3.4% | 14,775 | $434K |
| Squarepoint Ops LLC | 0.00% | Add +0.8% | 14,677 | $432K |
| Qsemble Capital Management, LP | 0.04% | New | 14,007 | $412K |
| Hanson & Doremus Investment Management | 0.05% | No change | 13,944 | $410K |
| PEAK6 LLC | 0.01% | Add +411.9% | 13,596 | $400K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 13,533 | $398K |
| Regions Financial Corp. | 0.00% | New | 13,528 | $398K |
| Bridgefront Capital, LLC | 0.11% | New | 13,484 | $396K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 13,402 | $394K |
| Chicago Partners Investment Group LLC | 0.01% | Add +52.0% | 12,728 | $391K |
| FIL Ltd | 0.00% | Add +0.2% | 13,153 | $387K |
| MML Investors Services, LLC | 0.00% | Add +20.9% | 13,012 | $383K |
| Penn Mutual Asset Management | 0.85% | New | 13,000 | $382K |
| Cresset Asset Management, LLC | 0.00% | Reduce -46.8% | 12,862 | $378K |
| Investment Management Corp of Ontario | 0.01% | Reduce -78.3% | 12,826 | $377K |
| Moors & Cabot, Inc. | 0.02% | New | 12,773 | $376K |
| Denali Advisors LLC | 0.04% | Reduce -14.2% | 12,700 | $373K |
| CSM Advisors, LLC | 0.01% | New | 12,585 | $370K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.3% | 12,470 | $367K |
| Global Endowment Management, LP | 0.05% | Add +46.7% | 12,376 | $364K |
| Ballentine Partners, LLC | 0.01% | Reduce -37.4% | 12,364 | $364K |
| Platform Technology Partners | 0.09% | Reduce -0.2% | 12,304 | $362K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.0% | 12,261 | $360K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.0% | 12,258 | $360K |
| Benchmark Financial Wealth Advisors, LLC | 0.12% | Add +0.4% | 12,200 | $359K |
| Mufg Securities Americas Inc. | 0.03% | Add +26.0% | 12,096 | $356K |
| Asahi Life Asset Management Co., LTD. | 0.21% | Reduce -7.0% | 12,050 | $354K |
| Quadrant Capital Group LLC | 0.01% | Add +2236.4% | 11,729 | $345K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 11,608 | $341K |
| CW Advisors, LLC | 0.00% | Add +30.1% | 11,480 | $338K |
| Forum Financial Management, LP | 0.01% | Add +10.7% | 11,345 | $334K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -15.9% | 11,293 | $332K |
| IFP Advisors, Inc | 0.01% | Reduce -25.9% | 7,317 | $330K |
| OmniStar Financial Group, Inc. | 0.25% | Add +6.7% | 11,218 | $330K |
| Merit Financial Group, LLC | 0.00% | Add +8.5% | 11,166 | $328K |
| Compound Planning, Inc. | 0.01% | Reduce -9.5% | 11,038 | $325K |
| HUB Investment Partners, LLC | 0.01% | New | 10,965 | $322K |
| Fifth Third Bancorp | 0.00% | Reduce -12.3% | 10,924 | $321K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.6% | 10,801 | $318K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -8.3% | 10,748 | $316K |
| GAMMA Investing LLC | 0.02% | Reduce -12.2% | 10,653 | $313K |
| Shell Asset Management Co. | 0.01% | Add +17.8% | 10,482 | $308K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +23.3% | 10,473 | $308K |
| E Fund Management Co., Ltd. | 0.01% | Reduce -5.5% | 10,408 | $306K |
| Severin Investments, LLC | 0.28% | Add +0.5% | 10,185 | $299K |
| Foster & Motley Inc. | 0.02% | Reduce -8.6% | 10,184 | $299K |
| Kera Capital Partners, Inc. | 0.06% | Reduce -13.8% | 10,148 | $298K |
| Choreo, LLC | 0.00% | Add +3.2% | 10,116 | $297K |
| Canada Post Corp Registered Pension Plan | 0.02% | New | 10,048 | $295K |
| PFG Investments, LLC | 0.02% | Add +9.3% | 9,902 | $291K |
| Advisors Capital Management, LLC | 0.00% | Add +0.5% | 9,884 | $291K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.5% | 9,825 | $289K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.4% | 9,812 | $288K |
| Catalyst Funds Management Pty Ltd | 0.08% | New | 9,690 | $285K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 9,654 | $284K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.9% | 9,505 | $279K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.1% | 9,390 | $276K |
| Profund Advisors LLC | 0.01% | Add +0.7% | 9,259 | $272K |
| Cwm, LLC | 0.00% | Reduce -67.3% | 9,065 | $267K |
| Patton Fund Management, Inc. | 0.06% | New | 8,720 | $256K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 8,693 | $256K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,522 | $251K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -43.3% | 8,509 | $250K |
| Horizon Investments, LLC | 0.00% | Add +8.9% | 8,508 | $250K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.9% | 8,489 | $250K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +5.7% | 8,452 | $248K |
| Freestone Grove Partners LP | 0.00% | New | 8,313 | $244K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 8,049 | $236K |
| Private Advisor Group, LLC | 0.00% | New | 7,987 | $235K |
| Claret Asset Management Corp | 0.03% | Reduce -2.3% | 7,946 | $234K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,939 | $233K |
| AlphaQuest LLC | 0.02% | No change | 7,934 | $233K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -12.8% | 7,913 | $233K |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,732 | $227K |
| Park Avenue Securities LLC | 0.00% | New | 7,731 | $227K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 7,711 | $227K |
| Atria Investments, Inc | 0.00% | New | 7,710 | $227K |
| Apex Wealth Management, LLC | 0.18% | New | 7,506 | $221K |
| Gateway Wealth Partners, LLC | 0.04% | New | 7,430 | $218K |
| Farringdon Capital, Ltd. | 0.07% | New | 7,311 | $215K |
| SCS Capital Management LLC | 0.00% | New | 7,288 | $214K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.4% | 7,221 | $212K |
| South Dakota Investment Council | 0.00% | No change | 7,200 | $212K |
| HM Payson & Co. | 0.00% | No change | 7,100 | $209K |
| Siemens Fonds Invest GmbH | 0.01% | Add +13.7% | 7,040 | $207K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -64.9% | 7,011 | $206K |
| Vontobel Holding Ltd. | 0.00% | Reduce -77.4% | 6,969 | $205K |
| Curat Global, LLC | 0.16% | No change | 5,785 | $170K |
| State of Wyoming | 0.02% | Reduce -77.5% | 5,601 | $165K |
| Assetmark, Inc. | 0.00% | Add +29.5% | 5,494 | $162K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,309 | $156K |
| Allworth Financial LP | 0.00% | Add +136.1% | 5,273 | $155K |
| Eastern Bank | 0.00% | Reduce -13.3% | 4,881 | $144K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 4,851 | $143K |
| Investors Research Corp | 0.03% | No change | 4,600 | $135K |
| Arax Advisory Partners | 0.01% | Add +124.9% | 4,594 | $135K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -92.2% | 4,470 | $131K |
| Deseret Mutual Benefit Administrators | 0.06% | No change | 4,425 | $130K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.6% | 4,382 | $129K |
| Groupe la Francaise | 0.00% | Add +60.4% | 4,062 | $119K |
| Capital Analysts, LLC | 0.00% | Add +17.9% | 3,781 | $111K |
| Huntington National Bank | 0.00% | Add +4.5% | 3,768 | $111K |
| GeoWealth Management, LLC | 0.00% | Reduce -50.4% | 3,642 | $107K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.8% | 3,179 | $93K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -92.9% | 3,175 | $93K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.2% | 3,149 | $93K |
| Covestor Ltd | 0.05% | Reduce -11.9% | 3,089 | $91K |
| Heritage Wealth Advisors | 0.00% | No change | 3,005 | $88K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,780 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Add +45.8% | 2,503 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 2,441 | $72K |
| Montag A & Associates Inc. | 0.00% | No change | 2,400 | $71K |
| CENTRAL TRUST Co | 0.00% | No change | 2,400 | $71K |
| Federated Hermes, Inc. | 0.00% | Reduce -86.2% | 2,375 | $70K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.5% | 2,265 | $67K |
| Rise Advisors, LLC | 0.02% | Reduce -9.8% | 2,129 | $63K |
| Jones Financial Companies LLLP | 0.00% | Reduce -35.1% | 2,050 | $60K |
| Tsfg, LLC | 0.01% | No change | 1,959 | $58K |
| Dunhill Financial, LLC | 0.02% | Reduce -4.5% | 1,943 | $57K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 1,895 | $56K |
| Larson Financial Group LLC | 0.00% | Add +16.1% | 1,865 | $55K |
| Zions Bancorporation, National Association | 0.00% | Add +409.7% | 1,784 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +21.4% | 1,773 | $52K |
| Cromwell Holdings LLC | 0.03% | Add +2.4% | 1,770 | $52K |
| WPG Advisers, LLC | 0.04% | Add +105.3% | 1,702 | $50K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 1,700 | $50K |
| Teachers Insurance & Annuity Association of America | 0.06% | No change | 1,680 | $49K |
| Sentry Investment Management LLC | 0.03% | No change | 1,612 | $48K |
| Principal Securities, Inc. | 0.00% | Add +135.6% | 1,630 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 1,620 | $48K |
| MUFG Securities EMEA plc | 0.00% | New | 1,598 | $47K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 1,563 | $46K |
| CYBER HORNET ETFs LLC | 0.03% | New | 1,481 | $44K |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.8% | 1,449 | $43K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -13.9% | 1,360 | $40K |
| Brooklyn Investment Group | 0.01% | Add +100.5% | 1,309 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | Add +127.6% | 1,188 | $35K |
| ORG Partners LLC | 0.01% | Add +3.0% | 1,164 | $35K |
| UMB Bank, n.a. | 0.00% | Add +12.0% | 1,167 | $34K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,108 | $33K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,100 | $32K |
| Pingora Partners LLC | 0.02% | Reduce -33.3% | 1,000 | $29K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -55.1% | 976 | $29K |
| Colonial Trust Co / SC | 0.00% | Reduce -2.1% | 965 | $28K |
| Truvestments Capital LLC | 0.01% | Add +0.5% | 961 | $28K |
| Westend Capital Management, LLC | 0.01% | No change | 951 | $28K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.0% | 942 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.9% | 894 | $26K |
| Clearstead Advisors, LLC | 0.00% | Add +1059.2% | 823 | $24K |
| Hemington Wealth Management | 0.00% | Add +14.9% | 826 | $24K |
| Advantage Trust Co | 0.01% | No change | 812 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 796 | $23K |
| Caldwell Trust Co | 0.00% | No change | 740 | $22K |
| NewSquare Capital LLC | 0.00% | Add +44.4% | 670 | $20K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +126.5% | 666 | $20K |
| Whittier Trust Co. | 0.00% | No change | 658 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.8% | 628 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.2% | 622 | $18K |
| True Wealth Design, LLC | 0.01% | Reduce -64.4% | 575 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 541 | $16K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 491 | $14K |
| Trust Co. of Toledo NA | 0.00% | New | 491 | $14K |
| Sound Income Strategies, LLC | 0.00% | Reduce -51.4% | 472 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 459 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -7.6% | 460 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | New | 458 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.4% | 451 | $13K |
| Hilltop National Bank | 0.00% | — | 400 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 394 | $12K |
| McIlrath & Eck, LLC | 0.00% | Reduce -84.3% | 381 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +5.6% | 375 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -3.4% | 365 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 370 | $11K |
| Summit Securities Group LLC | 0.00% | New | 367 | $11K |
| Clearstead Trust, LLC | 0.00% | Add +148.0% | 367 | $11K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +993.8% | 350 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -9.2% | 366 | $10K |
| CNB Bank | 0.00% | No change | 312 | $9K |
| Ancora Advisors LLC | 0.00% | Add +22.9% | 311 | $9K |
| Costello Asset Management, INC | 0.00% | No change | 300 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +20.4% | 278 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 226 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 237 | $7K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 224 | $7K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 223 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 211 | $6K |
| Harbor Asset Planning, Inc. | 0.01% | — | 208 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 203 | $6K |
| Private Trust Co. NA | 0.00% | Add +4.7% | 201 | $6K |
| Sachetta, LLC | 0.00% | Reduce -11.1% | 192 | $6K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -93.0% | 163 | $5K |
| GW&K Investment Management, LLC | 0.00% | Add +52.8% | 165 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -7.9% | 163 | $5K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.2% | 162 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 150 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +52.1% | 146 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 145 | $4K |
| Oakworth Capital, Inc. | 0.00% | Reduce -63.0% | 145 | $4K |
| GFG Capital, LLC | 0.00% | New | 135 | $4K |
| Grove Bank & Trust | 0.00% | No change | 131 | $4K |
| Howard Hughes Medical Institute | 0.00% | New | 117 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.4% | 109 | $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 |
| Abound Wealth Management | 0.00% | No change | 97 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -27.5% | 87 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +4100.0% | 84 | $2K |
| Spire Wealth Management | 0.00% | Add +33.3% | 84 | $2K |
| Evergreen Private Wealth LLC | 0.00% | New | 81 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 77 | $2K |
| TD Capital Management LLC | 0.00% | No change | 74 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 69 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -36.2% | 67 | $2K |
| S&T Bank | 0.00% | Add +42.2% | 64 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 57 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 54 | $2K |
| Aventura Private Wealth, LLC | 0.00% | Add +278.6% | 53 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +172.2% | 49 | $1K |
| Nova Wealth Management, Inc. | 0.00% | New | 47 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 46 | $1K |
| Binnacle Investments Inc | 0.00% | New | 45 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +55.6% | 42 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +135.3% | 40 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 38 | $1K |
| WealthTrak Capital Management LLC | 0.00% | No change | 35 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 35 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 35 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 35 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +87.5% | 30 | $882 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 30 | $882 |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 30 | $882 |
| Nvwm, LLC | 0.00% | Reduce -14.7% | 29 | $853 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +64.7% | 28 | $823 |
| Logan Capital Management Inc. | 0.00% | No change | 22 | $647 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $618 |
| LFA - Lugano Financial Advisors SA | 0.00% | New | 20 | $588 |
| Innovative Advisory Group, LLC | 0.00% | No change | 19 | $564 |
| Quaker Wealth Management, LLC | 0.00% | — | 19 | $559 |
| Stephens Consulting, LLC | 0.00% | New | 19 | $559 |
| WestEnd Advisors, LLC | 0.00% | No change | 16 | $470 |
| American Capital Advisory, LLC | 0.00% | Add +66.7% | 15 | $441 |
| Kilter Group LLC | 0.00% | New | 15 | $441 |
| Activest Wealth Management | 0.00% | Reduce -88.8% | 15 | $441 |
| West Branch Capital LLC | 0.00% | No change | 14 | $412 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 11 | $323 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 8 | $235 |
| LGT Financial Advisors LLC | 0.00% | New | 6 | $176 |
| TFC Financial Management, Inc. | 0.00% | New | 3 | $89 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -57.1% | 3 | $89 |
| Total Investment Management Inc. | 0.00% | New | 1 | $40 |
| Weiss Asset Management LP | 0.00% | New | 1 | $29 |
| TrinityBridge Ltd | 0.00% | No change | 12 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 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.