Gen DigitalGEN

13F holders, Q3 2025 (September 30)
676holders +22
77new positions
54sold out
10famous investors
$28.38avg. 13F price*

At the end of Q3 2025, 676 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, up 22 from Q2 2025. 77 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.5B) and FMR LLC ($1.1B). 10 famous investors held it, including Jeff Smith (6.5% of Starboard Value's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ray Dalio (0.1% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions77$74.2M
Exits54$67.1M

All 13F filers, Q2 2025 → Q3 2025: 22,005,236 shares bought and 26,576,857 shares sold, net −4,571,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 676 holders

Vanguard Group Inc. 0.03% Add +1.4% 72,213,797 $2.1B
BlackRock, Inc. 0.03% Reduce -2.8% 53,437,980 $1.5B
FMR LLC 0.06% Add +1.5% 40,438,989 $1.1B
State Street Corp. 0.03% Add +3.4% 30,558,806 $867.6M
Ameriprise Financial Inc. 0.15% Add +2.2% 22,961,310 $651.9M
First Trust Advisors LP 0.35% Add +2.5% 16,301,095 $462.8M
Geode Capital Management, LLC 0.03% Add +1.4% 15,462,783 $437.4M
Beutel, Goodman & Co Ltd. 2.42% Reduce -7.3% 14,148,489 $401.7M
Nuveen, LLC 0.10% Reduce -1.9% 13,800,458 $391.8M
Boston Partners 0.40% Add +4.3% 13,689,577 $388.6M
Starboard Value 6.50% Reduce -8.7% 12,171,000 $345.5M
Invesco Ltd. 0.04% Add +5.2% 9,096,703 $258.3M
Legal & General Group Plc 0.06% Add +1.9% 8,751,060 $248.4M
Lyrical Asset Management LP 3.42% Add +7.8% 8,544,760 $242.6M
LSV Asset Management 0.54% Reduce -0.9% 8,544,516 $242.6M
Franklin Resources Inc. 0.06% Add +3.6% 8,454,929 $240.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -16.6% 7,856,660 $223.1M
Northern Trust Corp. 0.02% Reduce -4.7% 6,866,763 $194.9M
Arrowstreet Capital, Limited Partnership 0.12% Add +46.8% 6,600,836 $187.4M
Morgan Stanley 0.01% Add +4.3% 6,552,503 $186.0M
Dimensional Fund Advisors LP 0.04% Reduce -0.8% 6,351,305 $180.3M
Bank of New York Mellon Corp 0.02% Reduce -2.8% 4,629,517 $131.4M
JPMorgan Chase & Co. 0.01% Add +7.6% 4,161,490 $118.1M
Pacer Advisors, Inc. 0.29% Add +11.3% 3,846,840 $109.2M
Charles Schwab Investment Management Inc. 0.02% Add +3.8% 3,556,856 $101.0M
Amundi 0.03% Reduce -16.0% 3,613,395 $100.3M
KBC Group NV 0.21% Reduce -9.7% 3,150,901 $89.5M
Pictet Asset Management Holding SA 0.09% Reduce -5.8% 3,138,737 $89.1M
Deutsche Bank AG 0.03% Add +11.6% 3,098,370 $88.0M
Neuberger Berman Group LLC 0.06% Add +16.2% 2,932,770 $83.3M
Penserra Capital Management LLC 0.99% Reduce -8.5% 2,920,905 $82.9M
Alliancebernstein L.P. 0.03% Reduce -22.4% 2,827,220 $80.3M
Qube Research & Technologies Ltd 0.11% Add +72.8% 2,786,250 $79.1M
UBS Group AG 0.02% Reduce -4.6% 2,748,013 $78.0M
Goldman Sachs Group Inc. 0.01% Add +16.3% 2,358,652 $67.0M
Robeco Institutional Asset Management B.V. 0.10% Reduce -3.0% 2,348,043 $66.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +1.3% 2,016,250 $57.2M
Barclays PLC 0.02% Reduce -22.1% 1,984,575 $56.3M
Bank of Montreal 0.02% Add +2.1% 1,903,566 $54.0M
California Public Employees Retirement System 0.03% Reduce -16.9% 1,779,939 $50.5M
Bank of America Corp. 0.00% Add +8.1% 1,753,446 $49.8M
Sei Investments Co. 0.05% Add +16.6% 1,735,924 $49.3M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +14.6% 1,660,037 $47.1M
Quantinno Capital Management LP 0.12% Add +75.0% 1,588,502 $45.1M
Raymond James Financial Inc. 0.01% Add +1.2% 1,577,174 $44.8M
Swiss National Bank 0.03% Reduce -4.2% 1,519,675 $43.1M
Gotham Asset Management 0.19% Add +19.7% 1,500,597 $42.6M
Andra AP-fonden 0.53% Add +13.8% 1,459,600 $41.4M
Wells Fargo & Company 0.01% Add +3.3% 1,436,225 $40.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +1.9% 1,426,358 $40.5M
Triodos Investment Management BV 2.92% Add +0.7% 1,424,538 $40.4M
T. Rowe Price Associates Inc. 0.00% Reduce -80.4% 1,380,350 $39.2M
Los Angeles Capital Management LLC 0.13% Add +33.7% 1,330,302 $37.8M
Bridgewater Associates 0.14% Add +0.7% 1,297,981 $36.8M
Alberta Investment Management Corp 0.29% No change 1,250,000 $35.5M
Victory Capital Management Inc. 0.02% Add +19.5% 1,245,887 $35.4M
Pinebridge Investments, L.P. 0.26% Reduce -14.7% 1,235,780 $35.1M
Rhumbline Advisers 0.03% Add +3.5% 1,191,717 $33.8M
Schroder Investment Management Group 0.03% Add +17.3% 1,146,855 $33.0M
Todd Asset Management LLC 0.67% Reduce -0.9% 1,159,660 $32.9M
Skandinaviska Enskilda Banken AB (publ) 0.12% Reduce -7.8% 1,057,586 $30.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +2.2% 1,053,294 $29.9M
Renaissance Technologies 0.04% Add +6408.6% 1,037,338 $29.5M
HSBC Holdings PLC 0.02% Reduce -53.3% 1,031,905 $29.3M
Prudential Financial Inc. 0.03% Reduce -9.5% 984,411 $27.9M
BNP Paribas Financial Markets 0.02% Reduce -8.4% 941,338 $26.7M
Danske Bank A/S 0.06% Reduce -15.8% 914,973 $26.0M
Treasurer of the State of North Carolina 0.08% Add +4.5% 895,549 $25.4M
TD Asset Management Inc 0.02% Reduce -3.0% 836,522 $23.7M
National Pension Service 0.02% Add +26.1% 822,756 $23.4M
Teachers Retirement System of the State of Kentucky 0.18% No change 822,457 $23.3M
California State Teachers Retirement System 0.02% Reduce -10.6% 813,849 $23.1M
Storebrand Asset Management As 0.06% Add +22.4% 808,398 $23.0M
Citigroup Inc. 0.02% Reduce -61.2% 801,313 $22.7M
Swedbank AB 0.02% Reduce -1.9% 797,305 $22.6M
AXA Investment Managers S.A. 0.06% — 773,819 $22.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -23.9% 769,303 $21.8M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +1.1% 744,278 $21.1M
AQR Capital Management 0.01% Reduce -37.8% 737,843 $20.9M
CANADA LIFE ASSURANCE Co 0.03% Add +2.7% 682,532 $19.7M
Man Group plc 0.04% Add +13.2% 671,422 $19.1M
Railway Pension Investments Ltd 0.26% Add +3.6% 665,100 $18.9M
Principal Financial Group Inc. 0.01% Reduce -2.6% 664,562 $18.9M
Lazard Asset Management LLC 0.02% Add +5.0% 648,562 $18.4M
Royal Bank of Canada 0.00% Add +5.0% 626,899 $17.8M
Janus Henderson Group PLC 0.01% Add +814.3% 568,851 $16.1M
State Board of Administration of Florida Retirement System 0.03% Reduce -7.8% 546,171 $15.5M
Asset Management One Co., Ltd. 0.04% Add +6.9% 530,099 $15.0M
Citadel Advisors 0.01% New 529,811 $15.0M
Glenmede Investment Management, LP 0.07% Add +722.3% 522,047 $14.8M
State of Wisconsin Investment Board 0.03% Reduce -4.7% 518,640 $14.7M
New York State Teachers Retirement System 0.03% Reduce -3.8% 517,486 $14.7M
APG Asset Management N.V. 0.04% Reduce -0.5% 604,357 $14.6M
Russell Investments Group, Ltd. 0.02% Add +10.1% 488,117 $13.9M
Teacher Retirement System of Texas 0.05% Add +481.8% 462,830 $13.1M
ABN AMRO Bank N.V. 0.13% Add +1.4% 459,962 $13.0M
LBP Am SA 0.16% Reduce -6.5% 450,903 $12.8M
Brandywine Global Investment Management, LLC 0.09% Add +7.7% 437,058 $12.4M
KLP Kapitalforvaltning As 0.05% Reduce -0.9% 435,969 $12.4M
Korea Investment CORP 0.03% Add +1.2% 430,700 $12.2M
Aberdeen Group plc 0.02% Reduce -7.0% 429,424 $12.1M
Aviva PLC 0.02% Reduce -1.1% 402,500 $11.4M
Cozad Asset Management Inc. 0.90% Add +27.0% 399,845 $11.4M
NorthCoast Asset Management LLC 0.04% Add +4.4% 395,693 $11.2M
Janney Montgomery Scott LLC 0.03% Reduce -3.3% 378,426 $10.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -7.0% 342,935 $9.7M
Allianz Asset Management GmbH 0.01% Reduce -31.2% 340,613 $9.7M
Capital Fund Management S.A. 0.10% Add +73.7% 338,261 $9.6M
New York State Common Retirement Fund 0.01% No change 336,095 $9.5M
Crossmark Global Holdings, Inc. 0.14% Add +6.2% 333,125 $9.5M
Permit Capital, LLC 2.89% No change 325,000 $9.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.5% 319,982 $9.1M
Adage Capital Partners Gp, L.L.C. 0.01% Add +77.3% 310,217 $8.8M
Natixis Advisors, LLC 0.01% Reduce -2.6% 302,248 $8.6M
Toronto Dominion Bank 0.02% Reduce -5.3% 296,509 $8.5M
Jane Street Group, LLC 0.01% Reduce -8.2% 291,811 $8.3M
Jupiter Asset Management Ltd. 0.07% New 290,157 $8.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.8% 286,020 $8.1M
Twinbeech Capital LP 0.31% New 273,411 $7.8M
DekaBank Deutsche Girozentrale 0.01% No change 250,304 $7.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +1.9% 250,731 $7.1M
Assenagon Asset Management S.A. 0.01% Add +122.3% 247,902 $7.0M
Royal London Asset Management Ltd. 0.02% No change 247,285 $7.0M
Police & Firemen's Retirement System of New Jersey 0.06% Add +16.8% 243,994 $6.9M
Wellington Management Group LLP 0.00% Add +90.3% 242,510 $6.9M
Cookson Peirce & Co. Inc. 0.28% New 241,761 $6.9M
ExodusPoint Capital Management, LP 0.09% Reduce -47.7% 237,161 $6.7M
Mediolanum International Funds Ltd 0.07% Add +8.3% 231,253 $6.7M
Diversified Trust Co. 0.12% Add +11.8% 217,396 $6.2M
Mackenzie Financial Corp. 0.01% Reduce -40.0% 215,664 $6.1M
Resona Asset Management Co.,Ltd. 0.03% Reduce -6.0% 215,193 $6.1M
Credit Agricole S A 0.02% — 212,393 $6.0M
Rice Partnership, LLC 0.83% Add +59.7% 206,695 $5.9M
Macquarie Group Ltd. 0.01% Reduce -3.5% 204,578 $5.8M
Lifeworks Advisors, LLC 0.77% Reduce -5.3% 202,023 $5.7M
Envestnet Asset Management Inc. 0.00% Add +9.3% 201,759 $5.7M
Worldquant Millennium Advisors LLC 0.02% Reduce -66.9% 199,193 $5.7M
Bokf, NA 0.08% Reduce -0.5% 196,822 $5.6M
Wedge Capital Management L L P 0.09% Add +18.4% 196,141 $5.6M
Osaic Holdings, Inc. 0.01% Add +55.7% 184,767 $5.5M
Iridian Asset Management LLC 2.17% Reduce -16.2% 193,957 $5.5M
National Bank of Canada 0.01% Reduce -54.7% 193,841 $5.5M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +9.9% 193,595 $5.5M
Magnetar Financial LLC 0.03% New 190,904 $5.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.41% Add +12.0% 190,512 $5.4M
Rafferty Asset Management, LLC 0.02% Add +6.0% 188,957 $5.4M
Munich Reinsurance Co Stock Corp in Munich 0.13% — 188,387 $5.3M
State of Michigan Retirement System 0.03% Add +1.7% 188,275 $5.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.36% Add +1.9% 187,904 $5.3M
Mercer Global Advisors Inc. 0.01% Add +22.7% 176,977 $5.0M
State of New Jersey Common Pension Fund D 0.02% Add +4.9% 174,774 $5.0M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.4% 174,644 $5.0M
Millennium Management 0.00% Reduce -83.5% 174,098 $4.9M
Public Employees Retirement System of Ohio 0.02% Add +0.6% 171,632 $4.9M
Quartz Partners, LLC 1.75% Add +35.7% 170,368 $4.8M
Strategic Global Advisors, LLC 0.72% Reduce -1.6% 168,568 $4.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +22.1% 165,683 $4.7M
Dakota Wealth Management 0.09% Add +105.7% 163,054 $4.6M
ProShare Advisors LLC 0.01% Add +11.9% 163,032 $4.6M
Martin & Co. Inc. 0.80% Reduce -0.0% 158,210 $4.5M
Westpac Banking Corp. 0.28% No change 157,865 $4.5M
Arizona State Retirement System 0.02% Add +1.6% 155,497 $4.4M
AustralianSuper Pty Ltd 0.02% Reduce -35.6% 154,521 $4.4M
Artemis Investment Management LLP 0.05% New 152,735 $4.3M
Corient Private Wealth LP 0.01% Add +5.6% 151,536 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +10.7% 150,291 $4.3M
LPL Financial LLC 0.00% Add +8.4% 147,312 $4.2M
UniSuper Management Pty Ltd 0.03% Add +0.0% 146,927 $4.2M
Chase Investment Counsel Corp. 1.23% Reduce -43.2% 146,762 $4.2M
Czech National Bank 0.03% Add +6.7% 142,340 $4.0M
MetLife Investment Management, LLC 0.02% Reduce -0.1% 141,694 $4.0M
Verition Fund Management LLC 0.02% Reduce -6.7% 138,331 $3.9M
Arkadios Wealth Advisors 0.10% Add +30.5% 137,316 $3.9M
New York Life Investment Management LLC 0.03% Reduce -1.1% 137,183 $3.9M
Mubadala Investment Co PJSC 0.02% Reduce -6.2% 135,067 $3.8M
Nisa Investment Advisors, LLC 0.01% Add +72.3% 134,771 $3.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.5% 134,582 $3.8M
IFM Investors Pty Ltd 0.03% No change 131,428 $3.8M
Erste Asset Management GmbH 0.04% Add +17.3% 130,734 $3.8M
State of Tennessee, Department of Treasury 0.01% Reduce -43.6% 130,888 $3.7M
Comerica Bank 0.01% Add +15.0% 126,998 $3.6M
Susquehanna International Group, LLP 0.01% Reduce -2.8% 126,865 $3.6M
Kendall Capital Management 0.80% Add +26.4% 124,895 $3.5M
Voya Investment Management LLC 0.00% Reduce -29.8% 123,145 $3.5M
EagleClaw Capital Managment, LLC 0.48% Reduce -4.5% 120,900 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.9% 119,777 $3.4M
Retirement Systems of Alabama 0.01% Add +2.1% 119,552 $3.4M
Ensign Peak Advisors, Inc 0.01% Reduce -37.6% 117,702 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +19.4% 117,670 $3.3M
Hixon Zuercher, LLC 1.02% New 117,579 $3.3M
Engineers Gate Manager LP 0.04% New 117,249 $3.3M
Gabelli Funds LLC 0.02% Add +0.6% 115,955 $3.3M
Elo Mutual Pension Insurance Co 0.05% Add +54.0% 115,897 $3.3M
Handelsbanken Fonder AB 0.01% Add +1.4% 115,561 $3.3M
GAMCO Investors 0.03% Reduce -0.1% 113,384 $3.2M
American Century Companies Inc. 0.00% Reduce -2.3% 111,871 $3.2M
Amalgamated Bank 0.02% Add +0.5% 108,378 $3.1M
DNB Asset Management AS 0.01% Add +1.8% 107,025 $3.0M
Fort Point Capital Partners LLC 0.38% Reduce -1.3% 106,583 $3.0M
Agf Management Ltd. 0.01% Reduce -1.4% 106,320 $3.0M
ASR Vermogensbeheer N.V. 0.04% Reduce -0.5% 106,317 $3.0M
Forsta Ap-Fonden 0.02% Add +6.2% 104,300 $3.0M
Ethic Inc. 0.05% Reduce -1.3% 103,131 $2.9M
USS Investment Management Ltd 0.01% No change 102,066 $2.9M
Paralel Advisors LLC 0.11% Add +0.1% 100,797 $2.9M
Illinois Municipal Retirement Fund 0.04% Reduce -18.5% 100,505 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -9.9% 100,021 $2.8M
Cohen Klingenstein LLC 0.09% No change 98,600 $2.8M
Graham Capital Management, L.P. 0.15% Reduce -18.1% 95,892 $2.7M
Vontobel Holding Ltd. 0.01% Add +1275.2% 95,836 $2.7M
Nilsine Partners, LLC 0.24% Add +3.2% 94,801 $2.7M
Candriam S.C.A. 0.01% Reduce -16.0% 93,811 $2.7M
Xponance LLC 0.02% Add +3.0% 93,680 $2.7M
Daiwa Securities Group Inc. 0.01% Add +4.1% 93,290 $2.6M
Martingale Asset Management L P 0.07% Reduce -22.0% 91,247 $2.6M
CIBC Bancorp USA Inc. 0.02% — 91,227 $2.6M
Utah Retirement Systems 0.02% No change 89,905 $2.6M
Banque Cantonale Vaudoise 0.09% Add +18.2% 85,386 $2.4M
Y-Intercept (Hong Kong) Ltd 0.06% Add +525.5% 83,826 $2.4M
Main Management ETF Advisors, LLC 0.09% Add +117.6% 82,925 $2.4M
TD Waterhouse Canada Inc. 0.02% Reduce -2.1% 82,343 $2.3M
Tealwood Asset Management Inc. 0.93% Reduce -4.3% 81,289 $2.3M
Bank of Nova Scotia 0.00% Add +11.7% 80,312 $2.3M
Truist Financial Corp. 0.00% Add +6.2% 80,137 $2.3M
Baird Financial Group, Inc. 0.00% Add +2.2% 79,909 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -3.2% 78,991 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.5% 78,953 $2.2M
CIBC Asset Management Inc 0.01% Add +0.5% 78,903 $2.2M
Swiss Life Asset Management Ltd 0.01% Reduce -59.7% 78,122 $2.2M
Tidal Investments LLC 0.01% Add +5.9% 77,616 $2.2M
Creative Planning 0.00% Add +3.4% 77,466 $2.2M
Long Road Investment Counsel, LLC 0.76% No change 75,950 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -8.1% 75,762 $2.2M
XTX Topco Ltd 0.11% New 74,284 $2.1M
NEOS Investment Management LLC 0.02% Add +47.9% 73,954 $2.1M
Summit Trail Advisors, LLC 0.03% Add +85.3% 73,682 $2.1M
Empowered Funds, LLC 0.02% Reduce -0.5% 72,394 $2.1M
Oppenheimer Asset Management Inc. 0.02% Add +33.8% 70,792 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +28.9% 70,628 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -5.7% 68,871 $2.0M
L2 Asset Management, LLC 0.28% Add +10.4% 67,871 $1.9M
Bridgefront Capital, LLC 0.56% Add +401.4% 67,602 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +0.9% 67,581 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -3.3% 65,517 $1.9M
Oregon Public Employees Retirement Fund 0.02% Add +36.0% 64,122 $1.8M
D. E. Shaw & Co. 0.00% Add +126.7% 64,111 $1.8M
Jackson Creek Investment Advisors LLC 0.52% Add +0.2% 63,747 $1.8M
Public Sector Pension Investment Board 0.01% Add +15.9% 62,698 $1.8M
Vise Technologies, Inc. 0.07% Reduce -3.3% 62,182 $1.8M
Tredje AP-fonden 0.01% Add +13.0% 60,573 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -2.0% 60,108 $1.7M
Paradigm Capital Management Inc. 0.07% No change 60,000 $1.7M
CIBC Private Wealth Group LLC 0.00% Reduce -3.8% 59,481 $1.7M
Coastal Bridge Advisors, LLC 0.13% Add +1.8% 59,308 $1.7M
Natixis 0.01% Add +41.0% 58,938 $1.7M
OP Asset Management Ltd 0.02% No change 58,576 $1.7M
Cibc World Market Inc. 0.00% Add +4.6% 58,243 $1.7M
Guggenheim Capital LLC 0.01% Reduce -2.1% 57,542 $1.6M
Y.D. More Investments Ltd 0.09% Reduce -2.3% 55,386 $1.6M
CX Institutional 0.05% Add +0.9% 55,971 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -20.8% 54,752 $1.6M
Inceptionr LLC 0.38% Add +158.1% 54,734 $1.6M
Nordea Investment Management AB 0.00% Add +8.1% 54,630 $1.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.7% 53,665 $1.5M
Vinva Investment Management Ltd 0.03% Reduce -93.0% 51,082 $1.5M
US Bancorp \de 0.00% Reduce -17.2% 51,584 $1.5M
Bonness Enterprises Inc. 0.48% No change 51,500 $1.5M
1832 Asset Management L.P. 0.00% Reduce -17.0% 51,403 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.5% 51,101 $1.5M
Board of the Pension Protection Fund 1.42% Reduce -4.8% 51,100 $1.5M
Canada Post Corp Registered Pension Plan 0.06% Add +396.1% 49,844 $1.4M
Migdal Insurance & Financial Holdings Ltd. 0.02% No change 50,000 $1.4M
Fox Run Management, L.L.C. 0.22% Reduce -23.8% 49,952 $1.4M
Prudential PLC 0.01% Add +210.2% 49,422 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +32.7% 48,780 $1.4M
Cetera Investment Advisers 0.00% Add +41.5% 48,701 $1.4M
Aurora Investment Counsel 0.72% New 48,589 $1.4M
Brown Advisory Inc. 0.00% Add +15.0% 48,209 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -22.3% 46,640 $1.3M
CenterBook Partners LP 0.07% Add +149.8% 46,534 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -17.4% 45,180 $1.3M
Alps Advisors Inc. 0.01% Add +56.7% 44,929 $1.3M
Twin Tree Management, LP 0.06% New 44,623 $1.3M
Vestcor Inc 0.04% Reduce -46.6% 44,542 $1.3M
J. Safra Sarasin Holding AG 0.02% Reduce -53.6% 43,949 $1.2M
First Manhattan Co. Llc. 0.00% Add +0.2% 43,933 $1.2M
Bridgeway Capital Management, LLC 0.03% No change 43,800 $1.2M
Mizuho Securities USA LLC 0.03% Add +8.2% 40,819 $1.2M
Federated Hermes, Inc. 0.00% Add +1716.6% 43,144 $1.2M
Convergence Investment Partners, LLC 0.27% Add +0.3% 42,592 $1.2M
Hussman Strategic Advisors, Inc. 0.26% Add +33.3% 42,000 $1.2M
Leonteq Securities AG 0.06% Add +49.2% 40,976 $1.2M
Inscription Capital, LLC 0.13% Add +157.2% 40,882 $1.2M
JSF Financial, LLC 0.26% Add +1.5% 40,772 $1.2M
Convergence Financial, LLC 0.17% Add +41.8% 40,519 $1.2M
Ellis Investment Partners, LLC 0.21% Add +0.1% 40,287 $1.1M
SG Americas Securities, LLC 0.00% Add +61.8% 40,253 $1.1M
Ostrum Asset Management 0.05% Reduce -72.5% 39,869 $1.1M
Aaron Wealth Advisors LLC 0.07% Add +260.1% 38,708 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.5% 40,008 $1.1M
Avanza Fonder AB 0.03% No change 38,340 $1.1M
Massar Capital Management, LP 0.38% New 37,819 $1.1M
CSS LLC 0.19% Reduce -5.2% 37,650 $1.1M
Sterling Capital Management LLC 0.02% Reduce -19.1% 37,255 $1.1M
Intech Investment Management LLC 0.01% Reduce -61.0% 36,717 $1.0M
Alan B Lancz & Associates, Inc. 0.94% Reduce -1.4% 36,600 $1.0M
New Century Financial Group, LLC 1.82% New 36,082 $1.0M
Marshall Financial Group, LLC 0.20% Add +4.8% 35,265 $1.0M
Legacy Capital Group California, Inc. 0.25% Add +0.6% 34,883 $990K
Plato Investment Management Ltd 0.07% No change 34,883 $983K
Contravisory Investment Management, Inc. 0.19% New 33,881 $962K
Norinchukin Bank, The 0.01% Add +5.3% 33,674 $956K
Hartford Investment Management Co. 0.03% Add +0.0% 33,008 $937K
Picton Mahoney Asset Management 0.01% Add +55.2% 32,679 $928K
Waterloo Capital, L.P. 0.07% Add +11.2% 32,326 $918K
Cerity Partners LLC 0.00% Reduce -13.4% 32,164 $913K
Wealthfront Advisers LLC 0.00% Add +5.0% 31,837 $904K
Novem Group 0.11% Add +2.7% 31,707 $900K
Gulf International Bank (UK) Ltd 0.03% Reduce -1.8% 30,814 $875K
Arax Advisory Partners 0.01% Add +566.8% 30,633 $869K
&partners 0.01% Add +24.7% 30,453 $865K
Hillsdale Investment Management Inc. 0.03% New 30,300 $860K
NJ State Employees Deferred Compensation Plan 0.09% No change 30,000 $852K
Eagle Harbor Asset Management Inc. 0.74% Reduce 0.0% 29,941 $850K
Louisiana State Employees Retirement System 0.01% Add +2.1% 29,400 $835K
Captrust Financial Advisors 0.00% Reduce -3.4% 29,058 $825K
Nomura Holdings Inc. 0.00% New 28,984 $823K
Woodline Partners LP 0.00% Add +38.0% 28,138 $799K
Focus Partners Wealth 0.00% Add +46.4% 27,999 $799K
Affinity Investment Advisors, LLC 0.54% Add +8.0% 28,084 $797K
Twin Capital Management Inc. 0.10% Reduce -43.5% 28,060 $797K
Advisor OS, LLC 0.07% Reduce -5.2% 27,835 $790K
Securian Asset Management, Inc. 0.02% Reduce -5.1% 27,065 $768K
MJP Associates Inc. 0.10% Add +6.2% 27,011 $767K
Eventide Asset Management, LLC 0.01% Reduce -36.9% 26,546 $764K
Vident Advisory, LLC 0.01% Add +1.6% 26,906 $764K
Daiichi Life Insurance Co., Ltd. 0.02% No change 26,904 $764K
Maryland State Retirement & Pension System 0.02% Add +5.5% 26,818 $761K
Lingohr Asset Management GmbH 1.33% No change 26,770 $760K
Naples Global Advisors, LLC 0.06% No change 26,601 $755K
Commerce Bank 0.00% Reduce -0.0% 26,286 $746K
EntryPoint Capital, LLC 0.29% New 26,199 $744K
CI Investments Inc. 0.00% Reduce -1.8% 25,998 $738K
Integrated Quantitative Investments LLC 0.21% No change 25,900 $735K
Sherbrooke Park Advisers LLC 0.34% New 25,445 $722K
iSAM Funds (UK) Ltd 0.15% Reduce -59.1% 25,130 $713K
Investment Management Corp of Ontario 0.01% Add +93.0% 24,758 $703K
Spirit of America Management Corp. 0.14% No change 24,700 $701K
New Mexico Educational Retirement Board 0.02% Reduce -2.4% 24,697 $701K
Allspring Global Investments Holdings, LLC 0.00% Add +0.3% 24,465 $688K
Lanark Financial, Inc. 0.05% Reduce -0.7% 24,054 $683K
Syon Capital LLC 0.04% Add +62.5% 24,042 $683K
MAI Capital Management 0.00% Add +2.4% 23,475 $666K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -91.7% 23,329 $662K
Van Eck Associates Corp. 0.00% Add +6.5% 23,235 $660K
DC Investments Management, LLC 0.27% No change 22,650 $643K
Stifel Financial Corp. 0.00% Reduce -10.5% 22,413 $637K
Globeflex Capital L P 0.10% No change 22,352 $635K
Vest Financial, LLC 0.01% Add +40.9% 22,243 $631K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +1.9% 22,186 $630K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +6.0% 22,136 $628K
Allstate Corp. 0.01% New 22,099 $627K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4.1% 21,701 $616K
Tower Research Capital LLC (TRC) 0.02% Add +198.9% 20,957 $595K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -1.5% 20,608 $585K
OMERS ADMINISTRATION Corp 0.00% No change 20,567 $584K
Empirical Finance, LLC 0.03% Add +0.9% 20,462 $581K
HUB Investment Partners, LLC 0.02% Add +80.3% 19,766 $561K
Forza Wealth Management, LLC 0.21% Add +8.1% 19,003 $539K
Marex Group Ltd 0.01% Add +6.8% 18,884 $537K
HB Wealth Management, LLC 0.00% Reduce -1.3% 18,732 $532K
Ifrah Financial Services, Inc. 0.14% Reduce -0.5% 18,532 $526K
Metis Global Partners, LLC 0.01% Reduce -3.7% 18,472 $524K
Callan Family Office, LLC 0.02% Reduce -15.8% 18,325 $520K
Haven Private, LLC 0.23% Reduce -1.0% 18,219 $517K
Hancock Whitney Corp. 0.01% New 18,014 $511K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +2.6% 17,862 $507K
Systematic Alpha Investments, LLC 0.02% No change 17,776 $505K
Nations Financial Group Inc, /Ia/ 0.03% Add +9.7% 17,739 $504K
PEAK6 LLC 0.01% Add +30.1% 17,683 $502K
HighTower Advisors, LLC 0.00% Reduce -23.6% 17,597 $500K
Greenleaf Trust 0.00% Reduce -3.0% 17,461 $496K
Cornerstone Wealth Group, LLC 0.03% Add +10.5% 17,356 $493K
APG Asset Management US Inc. 0.00% No change 17,439 $490K
QRG Capital Management, Inc. 0.01% Reduce -86.4% 17,196 $488K
Wright Investors Service Inc. 0.14% Reduce -6.2% 17,164 $487K
Edgestream Partners, L.P. 0.01% Reduce -37.9% 17,105 $486K
Everhart Financial Group, Inc. 0.05% Add +9.2% 17,064 $484K
Rakuten Investment Management, Inc. 0.00% — 10,265 $481K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% Add +92.8% 16,763 $476K
Institute for Wealth Management, LLC. 0.05% Reduce -1.2% 16,418 $466K
Brevan Howard Capital Management LP 0.01% Reduce -42.6% 16,341 $464K
Employees Retirement System of Texas 0.00% No change 16,068 $456K
Modern Wealth Management, LLC 0.01% Reduce -6.1% 16,044 $455K
GC Wealth Management RIA, LLC 0.01% New 15,921 $452K
Blue Trust, Inc. 0.01% Add +2.1% 15,823 $449K
Synovus Financial Corp. 0.01% Reduce -0.4% 15,684 $445K
Versant Capital Management, Inc 0.06% Add +3.6% 15,624 $444K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -3.1% 15,334 $435K
Mufg Securities Americas Inc. 0.03% Add +24.9% 15,113 $429K
D.A. Davidson & Co. 0.00% Reduce -2.6% 15,105 $429K
Baker Avenue Asset Management, LP 0.01% Add +89.3% 14,983 $425K
Evergreen Capital Management LLC 0.01% New 14,981 $425K
Squarepoint Ops LLC 0.00% Add +1.9% 14,949 $424K
Bessemer Group Inc. 0.00% Add +0.1% 14,799 $421K
CSM Advisors, LLC 0.01% Add +17.4% 14,777 $419K
Boothbay Fund Management, LLC 0.01% New 14,548 $413K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Reduce -12.2% 14,350 $407K
Kestra Private Wealth Services, LLC 0.01% Add +5.4% 14,267 $405K
First Horizon Corp. 0.02% — 14,045 $399K
Hanson & Doremus Investment Management 0.05% No change 13,944 $396K
Chicago Partners Investment Group LLC 0.01% Add +16.2% 14,790 $395K
Baader Bank Aktiengesellschaft 0.03% New 13,925 $395K
Johnson Investment Counsel Inc. 0.00% Add +13.1% 13,858 $393K
Groupama Asset Managment 0.01% New 13,774 $391K
FIL Ltd 0.00% Add +4.0% 13,675 $388K
MML Investors Services, LLC 0.00% Add +4.7% 13,628 $387K
GAMMA Investing LLC 0.02% Add +25.5% 13,368 $380K
Kera Capital Partners, Inc. 0.06% Add +31.1% 13,309 $378K
STRS Ohio 0.00% Reduce -78.1% 13,137 $373K
MQS Management LLC 0.22% New 13,111 $372K
Global Endowment Management, LP 0.05% Add +5.6% 13,068 $371K
Penn Mutual Asset Management 0.90% No change 13,000 $369K
Forum Financial Management, LP 0.01% Add +13.4% 12,861 $365K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.1% 12,609 $358K
Calamos Wealth Management LLC 0.01% New 12,584 $357K
Merit Financial Group, LLC 0.00% Add +12.0% 12,501 $355K
Sequoia Financial Advisors, LLC 0.00% Add +7.0% 12,417 $353K
Platform Technology Partners 0.08% Add +0.4% 12,358 $351K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +0.7% 12,285 $349K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -29.7% 12,197 $346K
Ballentine Partners, LLC 0.00% Reduce -2.4% 12,062 $342K
Advisory Alpha, LLC 0.01% New 12,180 $342K
Fifth Third Bancorp 0.00% Add +10.3% 12,044 $342K
Coldstream Capital Management Inc. 0.00% Add +21.8% 11,954 $339K
Assetmark, Inc. 0.00% Add +116.8% 11,910 $338K
Quadrant Capital Group LLC 0.01% Add +0.0% 11,732 $333K
Compound Planning, Inc. 0.01% Add +6.1% 11,716 $333K
IMC-Chicago, LLC 0.01% New 11,654 $331K
Citizens Financial Group Inc. 0.00% New 11,560 $328K
Voleon Capital Management LP 0.01% New 11,426 $324K
Bradley Foster & Sargent Inc. 0.00% No change 11,293 $321K
Choreo, LLC 0.00% Add +10.6% 11,186 $318K
Cresset Asset Management, LLC 0.00% Reduce -14.2% 11,037 $313K
M&T Bank Corp 0.00% Reduce -36.3% 10,973 $311K
Diversify Advisory Services, LLC 0.01% Reduce -40.5% 11,785 $310K
Caisse de depot et placement du Quebec 0.00% Reduce -93.7% 10,870 $309K
MUFG Securities EMEA plc 0.01% Add +571.3% 10,727 $305K
Kestra Advisory Services, LLC 0.00% Reduce -3.0% 10,473 $297K
Fort Washington Investment Advisors Inc. 0.00% No change 10,473 $297K
Foster & Motley Inc. 0.02% Add +1.8% 10,371 $294K
J. Team Financial, Inc. 0.30% — 10,311 $293K
Severin Investments, LLC 0.26% Add +1.2% 10,306 $293K
Caprock Group, LLC 0.01% — 9,510 $291K
Sagespring Wealth Partners, LLC 0.01% Add +19.0% 10,059 $286K
PFG Investments, LLC 0.01% Add +0.1% 9,914 $281K
Profund Advisors LLC 0.01% Add +7.1% 9,913 $281K
Advisors Capital Management, LLC 0.00% No change 9,884 $281K
Tema ETFs LLC 0.02% New 9,756 $277K
Certuity, LLC 0.02% New 9,509 $270K
Ossiam 0.00% Reduce -63.3% 9,441 $268K
Cornerstone Wealth Management, LLC 0.01% Add +0.4% 9,426 $268K
Wolverine Trading, LLC 0.01% New 9,155 $264K
Outlook Wealth Advisors, LLC 0.07% New 9,246 $262K
Optas, LLC 0.04% New 9,146 $260K
Praxis Investment Management Inc. 0.02% Reduce -51.6% 8,909 $253K
Shell Asset Management Co. 0.03% Reduce -16.1% 8,797 $250K
Cwm, LLC 0.00% Reduce -2.9% 8,807 $250K
Patton Fund Management, Inc. 0.04% No change 8,720 $248K
Northwestern Mutual Wealth Management Co. 0.00% Add +20.6% 8,709 $247K
Park Avenue Securities LLC 0.00% Add +12.2% 8,677 $246K
FJ Capital Management LLC 0.03% New 8,661 $246K
Freestone Grove Partners LP 0.00% Add +3.1% 8,571 $243K
Two Sigma Securities, LLC 0.04% New 8,436 $239K
United Capital Financial Advisors, LLC 0.00% Add +9.0% 8,425 $239K
Horizon Investments, LLC 0.00% Reduce -1.0% 8,420 $239K
Beacon Pointe Advisors, LLC 0.00% Reduce -12.4% 8,327 $236K
Parallel Advisors, LLC 0.00% Reduce -2.1% 8,314 $236K
Exchange Traded Concepts, LLC 0.00% Reduce -33.5% 8,154 $231K
Private Advisor Group, LLC 0.00% Add +1.9% 8,138 $231K
Aster Capital Management (DIFC) Ltd 0.11% New 8,001 $227K
Scientech Research LLC 0.08% New 7,998 $227K
AlphaQuest LLC 0.01% No change 7,934 $225K
Machina Capital S.A.S. 0.04% New 7,897 $224K
Claret Asset Management Corp 0.03% Reduce -1.4% 7,834 $222K
Van Hulzen Asset Management, LLC 0.02% No change 7,711 $219K
Sanctuary Advisors, LLC 0.00% Reduce -11.1% 7,573 $215K
Apex Wealth Management, LLC 0.15% Add +0.4% 7,538 $214K
Gateway Wealth Partners, LLC 0.03% No change 7,430 $211K
Fisher Asset Management 0.00% New 7,305 $207K
Venturi Wealth Management, LLC 0.01% New 7,136 $203K
HM Payson & Co. 0.00% No change 7,100 $202K
Siemens Fonds Invest GmbH 0.01% No change 7,040 $200K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -14.9% 6,849 $194K
Allworth Financial LP 0.00% Add +21.4% 6,404 $182K
South Dakota Investment Council 0.00% Reduce -13.9% 6,200 $176K
Curat Global, LLC 0.15% No change 5,785 $164K
State of Wyoming 0.02% Reduce -1.2% 5,536 $157K
CENTRAL TRUST Co 0.00% Add +122.1% 5,331 $151K
Ameritas Investment Partners, Inc. 0.00% No change 5,309 $151K
Rockefeller Capital Management L.P. 0.00% New 5,162 $147K
Eastern Bank 0.00% No change 4,881 $139K
Huntington National Bank 0.00% Add +26.5% 4,768 $135K
Hantz Financial Services, Inc. 0.00% Add +7.6% 4,716 $134K
Investors Research Corp 0.02% No change 4,600 $131K
New Age Alpha Advisors, LLC 0.01% No change 4,470 $127K
IFP Advisors, Inc 0.00% Reduce -40.0% 4,392 $125K
Deseret Mutual Benefit Administrators 0.05% Reduce -6.0% 4,160 $118K
Advisory Services Network, LLC 0.00% New 4,073 $116K
Signaturefd, LLC 0.00% Reduce -20.0% 3,881 $110K
Summit Securities Group LLC 0.04% Add +928.1% 3,773 $107K
Capital Analysts, LLC 0.00% No change 3,781 $107K
Mather Group, Llc. 0.00% New 3,506 $100K
Covestor Ltd 0.05% Add +6.6% 3,294 $94K
Farther Finance Advisors, LLC 0.00% Add +3.3% 3,252 $92K
AdvisorNet Financial, Inc 0.01% No change 3,175 $90K
Jones Financial Companies LLLP 0.00% Add +52.1% 3,118 $90K
Heritage Wealth Advisors 0.00% No change 3,005 $85K
Quent Capital, LLC 0.01% New 2,994 $85K
Wilmington Savings Fund Society, FSB 0.00% Reduce -5.9% 2,992 $85K
HHM Wealth Advisors, LLC 0.01% No change 2,780 $79K
EverSource Wealth Advisors, LLC 0.00% Add +2.8% 2,510 $71K
Montag A & Associates Inc. 0.00% No change 2,400 $68K
Harbour Investments, Inc. 0.00% Add +5.9% 2,399 $68K
Root Financial Partners, LLC 0.00% New 2,321 $66K
Larson Financial Group LLC 0.00% Add +20.9% 2,255 $64K
Principal Securities, Inc. 0.00% Add +31.2% 2,138 $61K
Rise Advisors, LLC 0.02% Add +0.1% 2,132 $61K
Tsfg, LLC 0.01% No change 1,959 $56K
WPG Advisers, LLC 0.04% Add +14.5% 1,949 $55K
Dunhill Financial, LLC 0.02% No change 1,943 $55K
Hopwood Financial Services, Inc. 0.04% No change 1,895 $54K
Zions Bancorporation, National Association 0.00% Add +4.4% 1,862 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.0% 1,809 $51K
Cromwell Holdings LLC 0.03% No change 1,770 $50K
Brown Brothers Harriman & Co. 0.00% Add +47.8% 1,756 $50K
NewEdge Advisors, LLC 0.00% Add +12.3% 1,756 $50K
SJS Investment Consulting Inc. 0.01% Add +2511.9% 1,750 $50K
Teachers Insurance & Annuity Association of America 0.06% No change 1,680 $48K
CYBER HORNET ETFs LLC 0.03% Add +3.9% 1,539 $44K
UMB Bank, n.a. 0.00% Add +26.2% 1,473 $42K
Global Retirement Partners, LLC 0.00% Reduce -10.4% 1,452 $41K
Bayforest Capital Ltd 0.02% New 1,419 $40K
Sentry Investment Management LLC 0.02% Reduce -20.2% 1,286 $35K
Clearstead Advisors, LLC 0.00% Add +48.6% 1,223 $35K
ORG Partners LLC 0.01% Add +3.5% 1,205 $34K
CoreCap Advisors, LLC 0.00% Reduce -17.2% 1,200 $34K
Steward Partners Investment Advisory, LLC 0.00% Add +30.1% 1,163 $33K
Truvestments Capital LLC 0.01% Add +17.4% 1,128 $32K
Ionic Capital Management LLC 0.04% New 1,116 $32K
True Wealth Design, LLC 0.01% Add +92.0% 1,104 $31K
Cullen/Frost Bankers, Inc. 0.00% No change 1,100 $31K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,108 $31K
Spire Wealth Management 0.00% Add +1183.3% 1,078 $31K
Groupe la Francaise 0.00% Reduce -75.2% 1,009 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 976 $28K
Westend Capital Management, LLC 0.01% No change 951 $27K
Colonial Trust Co / SC 0.00% Reduce -1.7% 949 $27K
TD Private Client Wealth LLC 0.00% Reduce -1.5% 928 $26K
Caitong International Asset Management Co., Ltd 0.02% Add +32.4% 882 $25K
Steigerwald, Gordon & Koch Inc. 0.00% New 860 $24K
Hemington Wealth Management 0.00% Add +4.6% 864 $24K
Pingora Partners LLC 0.02% Reduce -20.0% 800 $23K
Silicon Valley Capital Partners 0.00% Add +0.5% 800 $23K
Caldwell Trust Co 0.00% No change 740 $21K
Smartleaf Asset Management LLC 0.00% Add +43.0% 658 $19K
Whittier Trust Co. 0.00% No change 658 $18K
JFS Wealth Advisors, LLC 0.00% No change 628 $18K
Geneos Wealth Management Inc. 0.00% Reduce -75.2% 621 $18K
Parkside Financial Bank & Trust 0.00% Reduce -0.3% 620 $18K
Generali Asset Management SPA SGR 0.00% Reduce -98.9% 536 $15K
Hazlett, Burt & Watson, Inc. 0.01% No change 541 $15K
Raiffeisen Bank International AG 0.00% New 505 $15K
Colonial Trust Advisors 0.00% No change 500 $14K
Smithfield Trust Co 0.00% New 500 $14K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 493 $14K
Trust Co. of Toledo NA 0.00% No change 491 $14K
Sound Income Strategies, LLC 0.00% Add +7.4% 507 $14K
Pinnacle Bancorp, Inc. 0.00% No change 459 $13K
Cornerstone Planning Group LLC 0.00% Add +7.8% 486 $13K
Wealthspire Advisors, LLC 0.00% New 410 $12K
Hilltop National Bank 0.00% No change 400 $11K
Farmers & Merchants Investments Inc. 0.00% No change 394 $11K
Westfuller Advisors, LLC 0.01% New 392 $11K
McIlrath & Eck, LLC 0.00% No change 381 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +0.3% 376 $11K
Signature Resources Capital Management, LLC 0.01% No change 370 $11K
Clearstead Trust, LLC 0.00% No change 367 $10K
Ogorek Anthony Joseph /NY/ 0.00% No change 366 $10K
Capital Advisors, Ltd. LLC 0.00% No change 365 $10K
Bruce G. Allen Investments, LLC 0.01% No change 350 $10K
CNB Bank 0.00% No change 312 $9K
Rakuten Securities, Inc. 0.00% New 300 $9K
Costello Asset Management, INC 0.00% No change 300 $9K
Ancora Advisors LLC 0.00% Reduce -3.9% 299 $8K
Fortitude Family Office, LLC 0.00% Add +4.7% 291 $8K
Sachetta, LLC 0.00% Add +35.4% 260 $7K
Elevation Wealth Partners, LLC 0.00% New 252 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 237 $7K
S&T Bank 0.00% Add +257.8% 229 $7K
C M Bidwell & Associates Ltd. 0.00% No change 223 $6K
High Note Wealth, LLC 0.00% No change 211 $6K
Rothschild Investment LLC 0.00% Add +3.0% 209 $6K
Harbor Asset Planning, Inc. 0.01% No change 208 $6K
Strategic Investment Solutions, Inc. 0.00% Reduce -10.7% 200 $6K
Horizon Financial Services, LLC 0.00% New 189 $5K
Harvest Fund Management Co., Ltd 0.00% No change 163 $5K
GW&K Investment Management, LLC 0.00% No change 165 $5K
Ameritas Advisory Services, LLC 0.00% Reduce -63.3% 168 $5K
Private Trust Co. NA 0.00% Reduce -17.9% 165 $5K
Binnacle Investments Inc 0.00% Add +266.7% 165 $5K
MV Capital Management, Inc. 0.00% No change 163 $5K
Manchester Capital Management LLC 0.00% No change 162 $5K
FSA Wealth Management LLC 0.00% No change 150 $4K
Bell Investment Advisors, Inc 0.00% No change 146 $4K
Anfield Capital Management, LLC 0.00% No change 145 $4K
Oakworth Capital, Inc. 0.00% No change 145 $4K
Salomon & Ludwin, LLC 0.00% Add +155.6% 138 $4K
Grove Bank & Trust 0.00% No change 131 $4K
JPL Wealth Management, LLC 0.00% New 130 $4K
Wealth Watch Advisors, INC 0.00% New 124 $4K
Howard Hughes Medical Institute 0.00% Add +2.6% 120 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.9% 108 $3K
Marquette Asset Management, LLC 0.00% New 109 $3K
DT Investment Partners, LLC 0.00% No change 106 $3K
Cloud Capital Management, LLC 0.00% New 120 $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
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
Johnson Financial Group, Inc. 0.00% New 72 $2K
Rossby Financial, LCC 0.00% No change 69 $2K
Aspect Partners, LLC 0.00% New 59 $2K
Trifecta Capital Advisors, LLC 0.00% No change 57 $2K
Rialto Wealth Management, LLC 0.00% Add +28.6% 54 $2K
Aventura Private Wealth, LLC 0.00% No change 53 $2K
Nova Wealth Management, Inc. 0.00% No change 47 $1K
Bare Financial Services, Inc 0.00% New 46 $1K
Raffa Wealth Management, LLC 0.00% No change 46 $1K
HFM Investment Advisors, LLC 0.00% Reduce -5.0% 38 $1K
Transamerica Financial Advisors, LLC 0.00% New 35 $994
Halbert Hargrove Global Advisors, LLC 0.00% New 35 $994
First Command Advisory Services, Inc. 0.00% No change 35 $994
Bay Harbor Wealth Management, LLC 0.00% Add +16.7% 35 $993
Key Financial Inc 0.00% New 34 $956
Delos Wealth Advisors, LLC 0.00% New 33 $937
Texas Capital Bancshares Inc 0.00% New 32 $908
Tortoise Investment Management, LLC 0.00% Reduce -8.6% 32 $908
Physician Wealth Advisors, Inc. 0.00% No change 30 $852
Evelyn Partners Investment Management LLP 0.00% No change 30 $852
Nvwm, LLC 0.00% No change 29 $823
Guerra Advisors Inc 0.00% New 25 $710
Activest Wealth Management 0.00% Add +66.7% 25 $710
Turning Point Benefit Group, Inc. 0.00% New 25 $703
Logan Capital Management Inc. 0.00% No change 22 $625
Prestige Wealth Management Group LLC 0.00% No change 21 $597
Principia Wealth Advisory, LLC 0.00% Add +81.8% 20 $568
Kilter Group LLC 0.00% Add +26.7% 19 $540
Quaker Wealth Management, LLC 0.00% No change 19 $540
Seneschal Advisors, LLC 0.00% New 17 $483
Beaird Harris Wealth Management, LLC 0.00% Reduce -51.4% 17 $483
Hughes Financial Services, LLC 0.00% New 17 $448
Winnacle Wealth LLC 0.00% New 14 $406
West Branch Capital LLC 0.00% No change 14 $398
Palisade Asset Management, LLC 0.00% New 14 $398
American Capital Advisory, LLC 0.00% Reduce -26.7% 11 $313
WestEnd Advisors, LLC 0.00% Reduce -37.5% 10 $284
Private Wealth Asset Management, LLC 0.00% No change 8 $227
SouthState Bank Corp 0.00% Reduce -94.3% 5 $142
TFC Financial Management, Inc. 0.00% No change 3 $86
Private Wealth Management Group, LLC 0.00% No change 3 $86
Weiss Asset Management LP 0.00% No change 1 $28
TrinityBridge Ltd 0.00% No change 12 $0
Avion Wealth 0.00% New 17 $0

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