Gen DigitalGEN

13F holders, Q4 2025 (December 31)
689holders +13
67new positions
74sold out
9famous investors
$27.18avg. 13F price*

At the end of Q4 2025, 689 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, up 13 from Q3 2025. 67 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.4B) and FMR LLC ($1.1B). 9 famous investors held it, including Jeff Smith (5.5% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$150.3M
Exits74$216.5M

All 13F filers, Q3 2025 → Q4 2025: 38,966,695 shares bought and 31,691,262 shares sold, net +7,275,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 689 holders

Vanguard Group Inc. 0.03% Add +1.5% 73,310,110 $2.0B
BlackRock, Inc. 0.02% Reduce -2.6% 52,027,567 $1.4B
FMR LLC 0.06% Add +2.9% 41,603,679 $1.1B
State Street Corp. 0.03% Reduce -1.7% 30,052,263 $817.1M
Ameriprise Financial Inc. 0.14% Reduce -0.4% 22,863,294 $621.7M
First Trust Advisors LP 0.39% Add +22.3% 19,941,546 $542.2M
Boston Partners 0.44% Add +14.3% 15,644,289 $425.3M
Geode Capital Management, LLC 0.03% Add +0.8% 15,592,196 $422.5M
Beutel, Goodman & Co Ltd. 2.18% Reduce -7.9% 13,031,328 $354.3M
Nuveen, LLC 0.08% Reduce -22.3% 10,720,607 $291.5M
Starboard Value 5.45% Reduce -13.0% 10,585,592 $287.8M
Invesco Ltd. 0.03% Add +9.7% 9,975,365 $271.2M
Legal & General Group Plc 0.05% Add +3.8% 9,085,216 $247.0M
Arrowstreet Capital, Limited Partnership 0.14% Add +36.0% 8,978,710 $244.1M
LSV Asset Management 0.52% Add +2.2% 8,733,616 $237.5M
Lyrical Asset Management LP 2.90% Reduce -4.6% 8,147,912 $221.5M
Franklin Resources Inc. 0.05% Reduce -5.1% 8,020,760 $218.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +0.7% 7,912,148 $215.1M
Northern Trust Corp. 0.02% Reduce -7.5% 6,351,617 $172.7M
Dimensional Fund Advisors LP 0.04% Reduce -1.3% 6,270,376 $170.5M
Morgan Stanley 0.01% Reduce -13.3% 5,677,523 $154.4M
Bank of New York Mellon Corp 0.02% Add +6.0% 4,907,527 $133.4M
Amundi 0.04% Add +19.3% 4,311,885 $117.2M
Neuberger Berman Group LLC 0.09% Add +44.6% 4,239,639 $115.3M
Pictet Asset Management Holding SA 0.11% Add +32.4% 4,156,668 $113.1M
Citadel Advisors 0.07% Add +606.6% 3,743,550 $101.8M
Charles Schwab Investment Management Inc. 0.02% Add +2.6% 3,649,608 $99.2M
Deutsche Bank AG 0.03% Add +16.5% 3,610,219 $98.2M
Penserra Capital Management LLC 1.10% Add +16.1% 3,389,963 $92.2M
Goldman Sachs Group Inc. 0.01% Add +42.1% 3,351,550 $91.1M
Pacer Advisors, Inc. 0.24% Reduce -13.1% 3,341,361 $90.9M
Victory Capital Management Inc. 0.05% Add +167.2% 3,328,737 $90.5M
KBC Group NV 0.18% Reduce -7.0% 2,929,117 $79.6M
Alliancebernstein L.P. 0.02% Reduce -7.0% 2,628,003 $71.5M
Alyeska Investment Group, L.P. 0.20% New 2,583,582 $70.2M
UBS Group AG 0.01% Reduce -7.2% 2,551,029 $69.4M
JPMorgan Chase & Co. 0.00% Reduce -39.8% 2,504,285 $68.1M
Bank of America Corp. 0.00% Add +35.9% 2,383,590 $64.8M
Robeco Institutional Asset Management B.V. 0.08% Reduce -8.7% 2,143,609 $58.3M
Barclays PLC 0.02% Add +7.7% 2,137,558 $58.1M
Prudential Financial Inc. 0.07% Add +106.7% 2,034,799 $55.3M
Gotham Asset Management 0.20% Add +35.4% 2,031,771 $55.2M
Sei Investments Co. 0.05% Add +14.6% 1,989,912 $54.1M
T. Rowe Price Associates Inc. 0.01% Add +43.0% 1,973,539 $53.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Reduce -2.9% 1,957,626 $53.2M
Bank of Montreal 0.02% Reduce -3.4% 1,839,844 $50.0M
Quantinno Capital Management LP 0.09% Add +5.6% 1,677,132 $45.6M
Alberta Investment Management Corp 0.28% Add +24.0% 1,550,000 $42.1M
Todd Asset Management LLC 0.82% Add +33.5% 1,548,083 $42.1M
California Public Employees Retirement System 0.02% Reduce -15.6% 1,502,608 $40.9M
Triodos Investment Management BV 2.83% Add +0.0% 1,425,038 $39.1M
Swiss National Bank 0.02% Reduce -5.5% 1,436,875 $39.1M
Raymond James Financial Inc. 0.01% Reduce -11.4% 1,397,372 $38.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.8% 1,387,082 $37.7M
Woodline Partners LP 0.14% Add +4687.9% 1,347,210 $36.6M
Los Angeles Capital Management LLC 0.12% Reduce -2.2% 1,300,825 $33.9M
Wells Fargo & Company 0.01% Reduce -15.3% 1,216,217 $33.1M
Norges Bank 0.00% — 1,176,561 $32.0M
Rhumbline Advisers 0.03% Reduce -1.4% 1,174,587 $31.9M
BNP Paribas Financial Markets 0.02% Add +24.7% 1,173,575 $31.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +9.7% 1,155,639 $30.1M
Teachers Retirement System of the State of Kentucky 0.22% Add +31.6% 1,082,457 $29.4M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -3.0% 1,025,916 $27.9M
National Pension Service 0.02% Add +13.6% 934,892 $25.4M
Royal Bank of Canada 0.00% Add +47.1% 921,928 $25.1M
HSBC Holdings PLC 0.01% Reduce -13.2% 895,266 $24.4M
California State Teachers Retirement System 0.02% Add +7.2% 872,408 $23.7M
Arbejdsmarkedets Tillaegspension 0.59% — 856,999 $23.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% New 852,100 $23.2M
ExodusPoint Capital Management, LP 0.25% Add +245.0% 818,301 $22.2M
Bridgewater Associates 0.08% Reduce -37.0% 817,890 $22.2M
TD Asset Management Inc 0.02% Reduce -4.0% 803,452 $21.8M
Storebrand Asset Management As 0.06% Reduce -0.7% 803,091 $21.8M
Treasurer of the State of North Carolina 0.07% Reduce -11.8% 790,331 $21.5M
AQR Capital Management 0.01% Add +7.0% 789,671 $21.5M
Citigroup Inc. 0.01% Reduce -2.3% 782,853 $21.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -1.9% 754,829 $20.5M
Swedbank AB 0.02% Reduce -5.8% 751,319 $20.4M
LBP Am SA 0.23% Add +63.7% 738,272 $20.1M
Principal Financial Group Inc. 0.01% Add +2.5% 681,012 $18.5M
Andra AP-fonden 0.23% Reduce -53.5% 679,072 $18.5M
Railway Pension Investments Ltd 0.21% No change 665,100 $18.1M
CANADA LIFE ASSURANCE Co 0.03% Reduce -7.9% 628,837 $17.1M
SG Americas Securities, LLC 0.02% Add +1418.9% 611,418 $16.6M
Glenmede Trust Co. NA 0.07% — 563,718 $15.3M
Asset Management One Co., Ltd. 0.04% Add +3.3% 547,480 $15.1M
Achmea Investment Management B.V. 0.36% New 514,549 $14.0M
New York State Teachers Retirement System 0.03% Reduce -2.7% 503,622 $13.7M
State Board of Administration of Florida Retirement System 0.02% Reduce -11.7% 482,151 $13.1M
APG Asset Management N.V. 0.04% Reduce -9.3% 548,056 $12.7M
Russell Investments Group, Ltd. 0.01% Reduce -5.9% 459,100 $12.5M
ABN AMRO Bank N.V. 0.12% Reduce -1.0% 455,183 $12.3M
Focus Partners Wealth 0.01% Add +1479.5% 442,232 $12.0M
Korea Investment CORP 0.02% Add +1.8% 438,354 $11.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -42.0% 431,452 $11.7M
Brandywine Global Investment Management, LLC 0.08% Reduce -1.6% 430,180 $11.7M
Aviva PLC 0.02% Add +5.1% 422,874 $11.5M
Mubadala Investment Co PJSC 0.07% Add +211.9% 421,320 $11.5M
National Bank of Canada 0.01% Add +115.4% 417,597 $11.4M
Teacher Retirement System of Texas 0.04% Reduce -12.1% 407,000 $11.1M
Aberdeen Group plc 0.02% Reduce -5.8% 404,503 $11.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +13.6% 389,444 $10.6M
Cozad Asset Management Inc. 0.74% Reduce -11.8% 352,460 $9.6M
State of Wisconsin Investment Board 0.02% Reduce -33.4% 345,560 $9.4M
New York State Common Retirement Fund 0.01% No change 336,095 $9.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.13% New 334,164 $9.1M
Manufacturers Life Insurance Company, The 0.01% Add +2.0% 326,435 $8.9M
Permit Capital, LLC 2.75% No change 325,000 $8.8M
Pinebridge Investments LLC 0.06% — 322,462 $8.8M
Crawford Investment Counsel Inc. 0.14% New 315,080 $8.6M
Natixis Advisors, LLC 0.01% Add +3.0% 311,475 $8.5M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -1.2% 306,617 $8.3M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.5% 284,533 $7.7M
Verition Fund Management LLC 0.04% Add +101.2% 278,339 $7.6M
Toronto Dominion Bank 0.01% Reduce -6.7% 276,636 $7.5M
Wellington Management Group LLP 0.00% Add +8.1% 262,161 $7.1M
Nomura Holdings Inc. 0.02% Add +774.8% 253,538 $6.9M
Schroder Investment Management Group 0.01% Reduce -78.3% 249,158 $6.8M
Vinva Investment Management Ltd 0.08% Add +374.9% 242,565 $6.7M
Royal London Asset Management Ltd. 0.01% Reduce -1.8% 242,884 $6.6M
Capital Fund Management S.A. 0.06% Reduce -28.7% 241,215 $6.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -4.0% 240,831 $6.5M
Renaissance Technologies 0.01% Reduce -77.2% 236,438 $6.4M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -4.1% 233,901 $6.4M
Man Group plc 0.01% Reduce -65.6% 231,067 $6.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.44% Add +20.4% 229,278 $6.2M
Voloridge Investment Management, LLC 0.02% New 227,774 $6.2M
Wedge Capital Management L L P 0.11% Add +15.1% 225,689 $6.1M
Envestnet Asset Management Inc. 0.00% Add +11.8% 225,603 $6.1M
Diversified Trust Co. 0.11% Add +2.2% 222,157 $6.0M
Danske Bank A/S 0.01% Reduce -75.9% 220,282 $6.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +83.8% 220,121 $6.0M
Resona Asset Management Co.,Ltd. 0.03% Reduce -1.4% 212,070 $5.8M
DekaBank Deutsche Girozentrale 0.01% No change 250,304 $5.6M
KLP Kapitalforvaltning As 0.02% Reduce -52.9% 205,469 $5.6M
Lifeworks Advisors, LLC 0.71% Reduce -0.3% 201,442 $5.5M
Mediolanum International Funds Ltd 0.05% Reduce -15.1% 196,390 $5.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.3% 196,060 $5.3M
Kendall Capital Management 1.11% Add +55.7% 194,470 $5.3M
Munich Reinsurance Co Stock Corp in Munich 0.13% No change 188,387 $5.2M
Iridian Asset Management LLC 1.90% Reduce -1.9% 190,232 $5.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.36% Add +1.0% 189,862 $5.2M
Sound Income Strategies, LLC 0.24% Add +38275.3% 194,563 $5.1M
Corient Private Wealth LP 0.01% Add +21.7% 184,422 $5.0M
Assenagon Asset Management S.A. 0.01% Reduce -25.9% 183,827 $5.0M
Dakota Wealth Management 0.09% Add +12.7% 183,818 $5.0M
State of Michigan Retirement System 0.02% Reduce -4.0% 180,675 $4.9M
ProShare Advisors LLC 0.01% Add +10.5% 180,188 $4.9M
Nomura Asset Management Co. Ltd. 0.01% Add +3.0% 179,960 $4.9M
B. Metzler seel. Sohn & Co. AG 0.04% Add +17.4% 176,429 $4.8M
Rafferty Asset Management, LLC 0.02% Reduce -6.9% 175,952 $4.8M
Quartz Partners, LLC 1.77% Add +3.0% 175,399 $4.8M
Public Employees Retirement System of Ohio 0.01% Reduce -3.6% 165,359 $4.5M
Martin & Co. Inc. 0.77% Add +4.0% 164,578 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -1.8% 162,686 $4.4M
PFA Pension, Forsikringsaktieselskab 0.01% — 158,758 $4.4M
Mackenzie Financial Corp. 0.01% Reduce -28.1% 155,162 $4.3M
Gabelli Funds LLC 0.03% Add +34.2% 155,576 $4.2M
AustralianSuper Pty Ltd 0.02% No change 154,521 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -17.3% 152,770 $4.2M
Erste Asset Management GmbH 0.03% Add +14.4% 149,614 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -14.8% 150,757 $4.1M
Macquarie Group Ltd. 0.02% Reduce -26.6% 150,135 $4.1M
Westpac Banking Corp. 0.25% Reduce -6.2% 148,101 $4.0M
Czech National Bank 0.03% Add +4.0% 147,982 $4.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -16.0% 146,779 $4.0M
Bokf, NA 0.06% Reduce -26.8% 144,061 $3.9M
Arizona State Retirement System 0.02% Reduce -7.5% 143,842 $3.9M
IFM Investors Pty Ltd 0.03% Add +7.0% 140,587 $3.8M
Crossmark Global Holdings, Inc. 0.05% Reduce -57.9% 140,166 $3.8M
UniSuper Management Pty Ltd 0.02% Reduce -5.7% 138,598 $3.8M
MetLife Investment Management, LLC 0.02% Reduce -3.2% 137,217 $3.7M
Handelsbanken Fonder AB 0.01% Add +18.5% 136,960 $3.7M
Arkadios Wealth Advisors 0.07% Reduce -0.3% 136,887 $3.7M
LPL Financial LLC 0.00% Reduce -7.3% 136,589 $3.7M
CIBC Asset Management Inc 0.01% Add +69.8% 134,000 $3.6M
New York Life Investment Management LLC 0.03% Reduce -4.6% 130,867 $3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -3.0% 130,541 $3.5M
Comerica Bank 0.01% Reduce -2.5% 123,814 $3.4M
Artemis Investment Management LLP 0.04% Reduce -19.6% 122,769 $3.3M
Twin Tree Management, LP 0.34% Add +172.3% 121,512 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +2.6% 120,713 $3.3M
EagleClaw Capital Managment, LLC 0.47% Reduce -0.3% 120,600 $3.3M
Retirement Systems of Alabama 0.01% Reduce -0.1% 119,390 $3.2M
GAMCO Investors 0.03% Add +4.3% 118,288 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.03% Add +18.0% 118,021 $3.2M
State of Tennessee, Department of Treasury 0.01% Add +0.7% 131,831 $3.2M
Susquehanna International Group, LLP 0.00% Reduce -9.9% 114,311 $3.1M
Agf Management Ltd. 0.01% Add +6.9% 113,630 $3.1M
Banque Cantonale Vaudoise 0.11% Add +31.9% 112,668 $3.1M
Voya Investment Management LLC 0.00% Reduce -9.1% 111,943 $3.0M
Amalgamated Bank 0.02% Add +0.8% 109,222 $3.0M
DNB Asset Management AS 0.01% Add +1.2% 108,304 $2.9M
USS Investment Management Ltd 0.01% Add +3.3% 105,470 $2.9M
ASR Vermogensbeheer N.V. 0.03% Reduce -0.9% 105,353 $2.9M
Fort Point Capital Partners LLC 0.34% No change 106,583 $2.8M
Nilsine Partners, LLC 0.24% Add +7.5% 101,860 $2.8M
Ethic Inc. 0.04% Reduce -1.8% 101,246 $2.8M
Paralel Advisors LLC 0.11% No change 100,797 $2.7M
Elo Mutual Pension Insurance Co 0.04% Reduce -13.3% 100,539 $2.7M
Cohen Klingenstein LLC 0.08% No change 98,600 $2.7M
Forsta Ap-Fonden 0.02% Reduce -6.0% 98,000 $2.7M
Candriam S.C.A. 0.01% Add +3.8% 97,411 $2.6M
Xponance LLC 0.02% Add +1.9% 95,463 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +22.4% 92,729 $2.5M
Cibc World Markets Corp. 0.01% — 92,263 $2.5M
Utah Retirement Systems 0.02% No change 89,905 $2.4M
Bank of Nova Scotia 0.00% Add +11.7% 89,725 $2.4M
Truist Financial Corp. 0.00% Add +11.6% 89,429 $2.4M
NEOS Investment Management LLC 0.01% Add +20.1% 88,794 $2.4M
Daiwa Securities Group Inc. 0.01% Reduce -6.4% 87,325 $2.4M
Public Sector Pension Investment Board 0.01% Add +38.9% 87,088 $2.4M
L2 Asset Management, LLC 0.31% Add +27.2% 86,302 $2.3M
Nomura Asset Management International Inc. 0.00% — 85,600 $2.3M
Credit Agricole S A 0.01% Reduce -59.8% 85,379 $2.3M
Hixon Zuercher, LLC 0.70% Reduce -27.8% 84,940 $2.3M
Main Management ETF Advisors, LLC 0.08% Add +1.0% 83,781 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -38.3% 83,105 $2.3M
Tidal Investments LLC 0.01% Add +5.5% 81,867 $2.2M
Tealwood Asset Management Inc. 1.00% Add +0.5% 81,715 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +3.4% 81,629 $2.2M
Creative Planning 0.00% Add +4.1% 80,646 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -0.1% 79,873 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -1.5% 77,806 $2.1M
Swiss Life Asset Management Ltd 0.01% Reduce -2.5% 76,206 $2.1M
Long Road Investment Counsel, LLC 0.76% Reduce -2.7% 73,925 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +4.0% 73,480 $2.0M
Rakuten Investment Management, Inc. 0.01% Add +603.6% 72,229 $2.0M
Virtus Investment Advisers, LLC 0.53% New 71,411 $1.9M
TD Waterhouse Canada Inc. 0.01% Reduce -15.0% 69,981 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +0.9% 68,201 $1.9M
Worldquant Millennium Advisors LLC 0.01% Reduce -67.6% 64,580 $1.8M
Oregon Public Employees Retirement Fund 0.02% Add +0.2% 64,222 $1.7M
Janus Henderson Group PLC 0.00% Reduce -88.9% 63,342 $1.7M
Vise Technologies, Inc. 0.03% Add +1.1% 62,848 $1.7M
CIBC Private Wealth Group LLC 0.00% Add +5.4% 62,705 $1.7M
Tredje AP-fonden 0.01% Add +1.3% 61,363 $1.7M
Coastal Bridge Advisors, LLC 0.12% Add +3.4% 61,348 $1.7M
Oak Thistle LLC 0.23% New 60,769 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -11.8% 60,749 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -14.4% 60,585 $1.6M
Cibc World Market Inc. 0.00% Add +2.1% 59,492 $1.6M
Board of the Pension Protection Fund 1.53% Add +15.7% 59,100 $1.6M
OP Asset Management Ltd 0.02% No change 58,576 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -4.6% 62,518 $1.6M
Nordea Investment Management AB 0.00% Add +4.5% 57,075 $1.6M
CX Institutional 0.05% Add +2.2% 57,181 $1.6M
Jackson Creek Investment Advisors LLC 0.46% Reduce -11.2% 56,631 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -7.7% 55,468 $1.5M
Y.D. More Investments Ltd 0.07% Reduce -0.2% 55,294 $1.5M
Aurora Investment Counsel 0.78% Add +13.0% 54,905 $1.5M
Summit Trail Advisors, LLC 0.03% Reduce -25.9% 54,625 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +10.7% 53,976 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 53,665 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -54.4% 53,652 $1.5M
Bonness Enterprises Inc. 0.48% No change 51,500 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.6% 51,421 $1.4M
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 50,000 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +28.3% 51,342 $1.3M
US Bancorp \de 0.00% Reduce -4.3% 49,340 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -12.4% 47,982 $1.3M
Alps Advisors Inc. 0.01% Add +3.1% 46,324 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -1.5% 45,935 $1.2M
Lazard Asset Management LLC 0.00% Reduce -92.9% 45,896 $1.2M
Eurizon Capital SGR S.p.A. 0.00% — 45,058 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -55.2% 45,003 $1.2M
Squarepoint Ops LLC 0.00% Add +196.5% 44,326 $1.2M
Allstate Corp. 0.02% Add +98.1% 43,788 $1.2M
Bridgeway Capital Management, LLC 0.02% Reduce -0.7% 43,500 $1.2M
Ellis Investment Partners, LLC 0.21% Add +8.0% 43,499 $1.2M
Cetera Investment Advisers 0.00% Reduce -10.7% 43,497 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -6.5% 42,259 $1.1M
Brown Advisory Inc. 0.00% Reduce -12.7% 42,069 $1.1M
American Century Companies Inc. 0.00% Reduce -63.1% 41,294 $1.1M
Federated Hermes, Inc. 0.00% Reduce -5.5% 40,749 $1.1M
Convergence Investment Partners, LLC 0.22% Reduce -4.8% 40,550 $1.1M
Convergence Financial, LLC 0.16% Reduce -0.1% 40,479 $1.1M
Vest Financial, LLC 0.01% Add +82.0% 40,471 $1.1M
Leonteq Securities AG 0.06% Reduce -3.0% 39,728 $1.1M
Mizuho Securities USA LLC 0.02% Add +0.1% 40,864 $1.1M
Impax Asset Management Group plc 0.01% New 38,973 $1.1M
Avanza Fonder AB 0.03% No change 38,340 $1.0M
Abn Amro Investment Solutions 0.02% New 38,337 $1.0M
Alan B Lancz & Associates, Inc. 0.87% No change 36,600 $995K
Norinchukin Bank, The 0.01% Add +8.6% 36,563 $994K
Paradigm Capital Management Inc. 0.04% Reduce -40.0% 36,000 $979K
&partners 0.01% Add +17.9% 35,894 $976K
Prudential PLC 0.01% Reduce -27.4% 35,882 $976K
Allianz Asset Management GmbH 0.00% Reduce -89.5% 35,633 $969K
Investment Management Corp of Ontario 0.01% Add +43.1% 35,426 $963K
Concurrent Investment Advisors, LLC 0.01% New 35,344 $961K
Plato Investment Management Ltd 0.06% No change 34,883 $953K
Legacy Capital Group California, Inc. 0.23% Reduce -0.2% 34,815 $947K
Waterloo Capital, L.P. 0.07% Add +7.5% 34,753 $945K
J. Safra Sarasin Holding AG 0.02% Reduce -21.9% 34,347 $934K
First Manhattan Co. Llc. 0.00% Reduce -22.9% 33,864 $921K
Wealthfront Advisers LLC 0.00% Add +6.3% 33,828 $920K
Commerce Bank 0.01% Add +27.7% 33,557 $912K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +50.6% 32,673 $888K
Hartford Investment Management Co. 0.03% Reduce -1.2% 32,620 $887K
Commerzbank Aktiengesellschaft 0.02% New 32,286 $878K
Axq Capital, LP 0.19% New 31,635 $860K
Natixis 0.00% Reduce -46.9% 31,301 $851K
Marex Group Ltd 0.01% Add +64.7% 31,106 $846K
Bessemer Group Inc. 0.00% Add +108.5% 30,862 $840K
Gulf International Bank (UK) Ltd 0.03% No change 30,814 $838K
FIL Ltd 0.00% Add +124.6% 30,708 $835K
Foster & Motley Inc. 0.04% Add +191.4% 30,226 $822K
Ostrum Asset Management 0.04% Reduce -24.9% 29,948 $814K
Captrust Financial Advisors 0.00% Add +1.7% 29,545 $803K
Sterling Capital Management LLC 0.01% Reduce -20.9% 29,460 $801K
CI Investments Inc. 0.00% Add +12.3% 29,210 $794K
Eventide Asset Management, LLC 0.01% Add +8.5% 28,796 $791K
Louisiana State Employees Retirement System 0.01% Reduce -2.4% 28,700 $780K
Eagle Harbor Asset Management Inc. 0.64% Reduce -4.4% 28,623 $778K
Globeflex Capital L P 0.12% Add +27.4% 28,485 $775K
Twin Capital Management Inc. 0.09% Add +0.2% 28,105 $764K
Osmosis Investment Management UK Ltd 0.02% — 27,178 $739K
Daiichi Life Insurance Co., Ltd. 0.02% No change 26,904 $732K
Maryland State Retirement & Pension System 0.01% No change 26,818 $729K
Callan Family Office, LLC 0.02% Add +45.6% 26,686 $726K
Vestcor Inc 0.02% Reduce -40.3% 26,612 $724K
Van Eck Associates Corp. 0.00% Add +12.8% 26,201 $712K
Hillsdale Investment Management Inc. 0.02% Reduce -15.8% 25,500 $693K
New Mexico Educational Retirement Board 0.02% Add +2.8% 25,397 $691K
CSM Advisors, LLC 0.02% Add +70.8% 25,234 $686K
Syon Capital LLC 0.03% Add +4.6% 25,147 $684K
Naples Global Advisors, LLC 0.05% Reduce -6.1% 24,976 $679K
MAI Capital Management 0.00% Add +5.5% 24,771 $674K
Spirit of America Management Corp. 0.14% No change 24,700 $672K
Lanark Financial, Inc. 0.05% Add +1.5% 24,408 $664K
Guggenheim Capital LLC 0.00% Reduce -58.2% 24,028 $653K
Vident Advisory, LLC 0.01% Reduce -10.8% 23,986 $652K
Laird Norton Wetherby Trust Company, LLC 0.01% New 23,281 $633K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.8% 24,038 $627K
MUFG Securities EMEA plc 0.01% Add +114.4% 23,002 $625K
Sequoia Financial Advisors, LLC 0.00% Add +84.0% 22,851 $621K
Forza Wealth Management, LLC 0.22% Add +19.5% 22,708 $617K
DC Investments Management, LLC 0.27% No change 22,650 $616K
ING Groep NV 0.00% New 22,491 $612K
Advisor OS, LLC 0.05% Reduce -19.4% 22,439 $610K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce 0.0% 22,185 $603K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 22,136 $602K
MJP Associates Inc. 0.07% Reduce -19.9% 21,626 $588K
Jane Street Group, LLC 0.00% Reduce -92.6% 21,603 $587K
Abacus Wealth Partners, LLC 0.06% New 20,858 $567K
OMERS ADMINISTRATION Corp 0.00% No change 20,567 $559K
HB Wealth Management, LLC 0.00% Add +7.2% 20,072 $546K
Aaron Wealth Advisors LLC 0.03% Reduce -49.3% 19,646 $534K
Empirical Finance, LLC 0.03% Reduce -4.1% 19,626 $534K
Maverick Capital 0.01% New 19,460 $529K
CSS LLC 0.09% Reduce -48.5% 19,410 $528K
Atlas Capital Advisors Inc. 0.06% — 19,288 $524K
GraniteShares Advisors LLC 0.31% New 18,990 $516K
North Dakota State Investment Board 0.02% — 18,895 $514K
Baker Avenue Asset Management, LP 0.01% Add +26.0% 18,879 $513K
Haven Private, LLC 0.22% Add +1.9% 18,574 $505K
Boothbay Fund Management, LLC 0.01% Add +27.5% 18,547 $504K
Praxis Investment Management Inc. 0.03% Add +108.2% 18,545 $504K
E. Ohman J:or Asset Management AB 0.01% New 18,450 $502K
EntryPoint Capital, LLC 0.20% Reduce -29.7% 18,411 $501K
Tower Research Capital LLC (TRC) 0.01% Reduce -12.4% 18,367 $499K
Campbell & CO Investment Adviser LLC 0.02% New 18,297 $497K
Greenleaf Trust 0.00% Add +4.2% 18,199 $495K
Ifrah Financial Services, Inc. 0.13% Reduce -1.9% 18,175 $494K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 17,931 $488K
Hancock Whitney Corp. 0.01% Reduce -0.5% 17,924 $487K
Cornerstone Wealth Group, LLC 0.03% Add +3.0% 17,868 $486K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.4% 17,812 $484K
Systematic Alpha Investments, LLC 0.02% No change 17,776 $483K
Cerity Partners LLC 0.00% Reduce -44.9% 17,736 $482K
GAMMA Investing LLC 0.02% Add +31.7% 17,604 $479K
Metis Global Partners, LLC 0.01% Reduce -5.8% 17,409 $473K
HighTower Advisors, LLC 0.00% Reduce -2.0% 17,251 $469K
Wright Investors Service Inc. 0.14% Reduce -0.3% 17,115 $465K
Institute for Wealth Management, LLC. 0.05% Add +4.0% 17,071 $464K
Watershed Asset Management, L.L.C. 0.43% — 17,062 $464K
Chicago Partners Investment Group LLC 0.01% Add +22.8% 18,167 $462K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% No change 16,763 $456K
Everhart Financial Group, Inc. 0.04% Reduce -2.0% 16,724 $455K
Cynosure Group, LLC 0.05% New 16,698 $454K
Merit Financial Group, LLC 0.00% Add +32.9% 16,610 $452K
Janney Montgomery Scott LLC 0.00% Reduce -95.7% 16,394 $446K
Intech Investment Management LLC 0.00% Reduce -55.4% 16,369 $445K
M&T Bank Corp 0.00% Add +48.9% 16,336 $445K
Pinnacle Financial Partners, Inc. 0.00% — 16,303 $443K
Caprock Group, LLC 0.01% Add +70.8% 16,240 $442K
Blue Trust, Inc. 0.01% Add +2.5% 16,210 $441K
Employees Retirement System of Texas 0.00% No change 16,068 $437K
Modern Wealth Management, LLC 0.01% Add +0.1% 16,052 $436K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +11.8% 16,050 $436K
Kera Capital Partners, Inc. 0.05% Add +33.6% 17,788 $427K
Advisory Alpha, LLC 0.01% Add +27.6% 15,538 $423K
Global Retirement Partners, LLC 0.01% Add +962.5% 15,428 $419K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 15,334 $417K
Moors & Cabot, Inc. 0.02% New 15,321 $417K
Securian Asset Management, Inc. 0.02% Reduce -43.6% 15,260 $415K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 15,150 $412K
Mufg Securities Americas Inc. 0.03% Add +0.0% 15,119 $411K
Forum Financial Management, LP 0.01% Add +16.6% 14,998 $408K
Kestra Advisory Services, LLC 0.00% Add +41.0% 14,762 $401K
VARCOV Co. 0.16% — 14,755 $401K
Intesa Sanpaolo S.p.A. 0.03% — 14,486 $398K
United Capital Financial Advisors, LLC 0.00% Add +73.5% 14,615 $397K
CenterBook Partners LP 0.02% Reduce -68.7% 14,577 $396K
Inscription Capital, LLC 0.04% Reduce -65.2% 14,246 $387K
Prelude Capital Management, LLC 0.03% New 14,225 $387K
Arax Advisory Partners 0.01% Reduce -54.1% 14,048 $382K
First Horizon Corp. 0.02% No change 14,045 $382K
Aprio Wealth Management, LLC 0.02% New 14,000 $381K
Ashton Thomas Private Wealth, LLC 0.01% Add +11.0% 14,000 $381K
Stifel Financial Corp. 0.00% Reduce -37.6% 13,986 $380K
Asahi Life Asset Management Co., LTD. 0.21% New 13,730 $373K
Hanson & Doremus Investment Management 0.04% Reduce -1.8% 13,694 $372K
Fort Washington Investment Advisors Inc. 0.00% Add +28.6% 13,472 $366K
D.A. Davidson & Co. 0.00% Reduce -11.2% 13,421 $365K
Versant Capital Management, Inc 0.05% Reduce -14.1% 13,417 $365K
Compound Planning, Inc. 0.01% Add +13.2% 13,257 $360K
STRS Ohio 0.00% Add +0.2% 13,160 $358K
MML Investors Services, LLC 0.00% Reduce -3.6% 13,134 $357K
Calamos Wealth Management LLC 0.01% Add +4.2% 13,112 $357K
Canada Post Corp Registered Pension Plan 0.01% Reduce -73.9% 13,028 $354K
Choreo, LLC 0.00% Add +12.4% 12,573 $345K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 12,685 $345K
Platform Technology Partners 0.07% Add +2.4% 12,659 $344K
Perpetual Ltd 0.00% New 12,502 $340K
Groupama Asset Managment 0.01% Reduce -9.4% 12,479 $339K
Lombard Odier Asset Management (Switzerland) SA 0.01% New 12,389 $337K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +0.2% 12,309 $335K
Citizens Financial Group Inc. 0.00% Add +5.9% 12,238 $333K
Fifth Third Bancorp 0.00% Add +0.6% 12,110 $329K
Quadrant Capital Group LLC 0.01% Add +0.9% 11,834 $322K
Coldstream Capital Management Inc. 0.00% Reduce -3.2% 11,575 $315K
Johnson Investment Counsel Inc. 0.00% Reduce -18.8% 11,258 $306K
Crestwood Advisors Group, LLC 0.01% New 11,232 $305K
Brown Brothers Harriman & Co. 0.00% Add +532.4% 11,105 $302K
Assetmark, Inc. 0.00% Reduce -6.8% 11,102 $302K
Edgestream Partners, L.P. 0.01% Reduce -35.3% 11,062 $301K
Optas, LLC 0.05% Add +18.6% 10,850 $295K
Certuity, LLC 0.02% Add +10.7% 10,530 $286K
Cookson Peirce & Co. Inc. 0.01% Reduce -95.7% 10,435 $284K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 10,430 $284K
Freestone Grove Partners LP 0.00% Add +20.5% 10,331 $281K
Vontobel Holding Ltd. 0.00% Reduce -89.2% 10,329 $281K
J. Team Financial, Inc. 0.28% Reduce -0.3% 10,280 $280K
Advisors Capital Management, LLC 0.00% Add +3.3% 10,207 $278K
PFG Investments, LLC 0.01% Add +0.1% 9,928 $270K
V-Square Quantitative Management LLC 0.03% New 9,862 $268K
Tema ETFs LLC 0.02% Reduce -0.3% 9,728 $265K
NewEdge Wealth, LLC 0.00% New 9,531 $259K
Beacon Pointe Advisors, LLC 0.00% Add +14.4% 9,523 $259K
Severin Investments, LLC 0.23% Reduce -7.9% 9,495 $258K
Cornerstone Wealth Management, LLC 0.01% Add +0.2% 9,445 $257K
Outlook Wealth Advisors, LLC 0.06% Add +1.8% 9,413 $256K
HUB Investment Partners, LLC 0.01% Reduce -52.4% 9,412 $256K
Martingale Asset Management L P 0.01% Reduce -89.8% 9,350 $254K
Ballentine Partners, LLC 0.00% Reduce -22.7% 9,327 $254K
iSAM Funds (UK) Ltd 0.09% Reduce -63.8% 9,096 $247K
Cresset Asset Management, LLC 0.00% Reduce -18.9% 8,948 $243K
TCW Group Inc. 0.00% New 8,932 $243K
Cwm, LLC 0.00% Add +0.0% 8,810 $240K
Evergreen Capital Management LLC 0.01% Reduce -41.3% 8,788 $239K
State of Wyoming 0.03% Add +58.5% 8,772 $239K
Parallel Advisors, LLC 0.00% Add +5.0% 8,732 $237K
Patton Fund Management, Inc. 0.03% No change 8,720 $237K
Horizon Investments, LLC 0.00% Add +3.3% 8,694 $236K
FJ Capital Management LLC 0.03% No change 8,661 $235K
Childress Capital Advisors, LLC 0.04% New 8,599 $234K
Profund Advisors LLC 0.01% Reduce -14.2% 8,503 $231K
Meeder Advisory Services, Inc. 0.01% New 8,486 $231K
Gateway Wealth Partners, LLC 0.03% Add +13.5% 8,430 $229K
Global Endowment Management, LP 0.03% Reduce -35.6% 8,420 $229K
PeakShares LLC 0.22% — 8,402 $228K
Balyasny Asset Management L.P. 0.00% New 8,399 $228K
QRG Capital Management, Inc. 0.00% Reduce -51.3% 8,376 $228K
Brooklyn Investment Group 0.01% New 8,051 $222K
Bayesian Capital Management, LP 0.50% New 8,000 $218K
Buckland Partners Management Co LLC 0.12% — 8,000 $218K
Personal Cfo Solutions, LLC 0.03% New 7,975 $217K
AlphaQuest LLC 0.01% No change 7,934 $216K
Claret Asset Management Corp 0.02% Reduce -0.2% 7,816 $213K
CWA Asset Management Group, LLC 0.01% New 7,832 $213K
Brand Asset Management Group, Inc. 0.06% New 7,772 $211K
Fisher Asset Management 0.00% Add +5.9% 7,735 $210K
Van Hulzen Asset Management, LLC 0.02% No change 7,711 $210K
Sanctuary Advisors, LLC 0.00% Add +1.8% 7,710 $210K
Atria Investments, Inc 0.00% New 7,620 $207K
Applied Finance Capital Management, LLC 0.01% New 7,617 $207K
Exchange Traded Concepts, LLC 0.00% Reduce -9.7% 7,361 $200K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.7% 7,344 $200K
Rockefeller Capital Management L.P. 0.00% Add +38.5% 7,151 $194K
Siemens Fonds Invest GmbH 0.01% No change 7,040 $193K
HM Payson & Co. 0.00% No change 7,100 $193K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 6,849 $186K
CENTRAL TRUST Co 0.00% Add +21.1% 6,454 $175K
Allworth Financial LP 0.00% Add +0.4% 6,427 $175K
South Dakota Investment Council 0.00% No change 6,200 $169K
Curat Global, LLC 0.17% No change 5,785 $157K
Ascentis Wealth Management, LLC 0.04% New 5,751 $156K
Hantz Financial Services, Inc. 0.00% Add +20.8% 5,696 $155K
Ameritas Investment Partners, Inc. 0.00% No change 5,309 $144K
Capital Analysts, LLC 0.00% Add +39.9% 5,288 $144K
Huntington National Bank 0.00% Add +9.4% 5,216 $142K
Kemnay Advisory Services Inc. 0.02% New 5,140 $140K
Eastern Bank 0.00% No change 4,881 $133K
Investors Research Corp 0.02% No change 4,600 $125K
New Age Alpha Advisors, LLC 0.01% No change 4,470 $122K
IFP Advisors, Inc 0.00% Reduce -1.7% 4,316 $117K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -81.6% 4,290 $117K
Farther Finance Advisors, LLC 0.00% Add +29.0% 4,195 $114K
Deseret Mutual Benefit Administrators 0.05% No change 4,160 $113K
Signaturefd, LLC 0.00% Reduce -1.2% 3,833 $104K
Covestor Ltd 0.05% Add +0.0% 3,295 $90K
Quarry LP 0.02% New 3,299 $90K
AdvisorNet Financial, Inc 0.00% Add +0.0% 3,176 $86K
Jones Financial Companies LLLP 0.00% Add +0.0% 3,119 $85K
Heritage Wealth Advisors 0.00% No change 3,005 $82K
Quent Capital, LLC 0.01% No change 2,994 $81K
EverSource Wealth Advisors, LLC 0.00% Add +17.5% 2,949 $80K
Intact Investment Management Inc. 0.00% New 2,900 $79K
Wilmington Savings Fund Society, FSB 0.00% Reduce -4.7% 2,851 $78K
HHM Wealth Advisors, LLC 0.01% No change 2,780 $76K
Root Financial Partners, LLC 0.00% Add +15.8% 2,688 $73K
Montag A & Associates Inc. 0.00% No change 2,400 $65K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -70.6% 2,354 $64K
Harbour Investments, Inc. 0.00% Reduce -3.2% 2,322 $63K
Larson Financial Group LLC 0.00% Add +1.9% 2,299 $63K
Clearstead Advisors, LLC 0.00% Add +85.0% 2,263 $62K
MassMutual Private Wealth & Trust, FSB 0.00% Add +22.9% 2,223 $60K
Bayforest Capital Ltd 0.04% Add +50.1% 2,130 $58K
Dunhill Financial, LLC 0.02% Add +0.4% 1,950 $53K
Tsfg, LLC 0.01% No change 1,959 $53K
WPG Advisers, LLC 0.04% Reduce -6.7% 1,818 $49K
Zions Bancorporation, National Association 0.00% Reduce -3.7% 1,793 $49K
Cromwell Holdings LLC 0.03% No change 1,770 $48K
NewEdge Advisors, LLC 0.00% Reduce -3.1% 1,701 $46K
Teachers Insurance & Annuity Association of America 0.05% No change 1,680 $46K
CYBER HORNET ETFs LLC 0.03% Add +5.8% 1,628 $44K
Basecamp Wealth Advisors LLC 0.01% — 1,601 $44K
Steward Partners Investment Advisory, LLC 0.00% Add +32.8% 1,544 $42K
TD Private Client Wealth LLC 0.00% Add +65.8% 1,539 $42K
UMB Bank, n.a. 0.00% Add +2.8% 1,514 $41K
ORG Partners LLC 0.01% Add +20.8% 1,455 $40K
Sentry Investment Management LLC 0.02% No change 1,286 $35K
CoreCap Advisors, LLC 0.00% No change 1,200 $33K
Steigerwald, Gordon & Koch Inc. 0.00% Add +36.2% 1,171 $32K
Truvestments Capital LLC 0.01% No change 1,128 $31K
Cullen/Frost Bankers, Inc. 0.00% Add +1.6% 1,117 $30K
Ionic Capital Management LLC 0.04% No change 1,116 $30K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,108 $29K
Groupe la Francaise 0.00% No change 1,009 $27K
International Assets Investment Management, LLC 0.00% New 1,004 $27K
Brown, Lisle/Cummings, Inc. 0.01% No change 976 $27K
Westend Capital Management, LLC 0.01% No change 951 $26K
Colonial Trust Co / SC 0.00% No change 949 $26K
Summit Securities Group LLC 0.00% Reduce -78.0% 832 $23K
JFS Wealth Advisors, LLC 0.00% Add +28.0% 804 $22K
Silicon Valley Capital Partners 0.00% Add +0.4% 803 $22K
Pingora Partners LLC 0.01% No change 800 $22K
DV Equities, LLC 0.00% — 784 $21K
Parkside Financial Bank & Trust 0.00% Add +22.4% 759 $21K
Keating Financial Advisory Services, Inc. 0.00% — 744 $20K
Caldwell Trust Co 0.00% No change 740 $20K
True Wealth Design, LLC 0.01% Reduce -33.9% 730 $20K
Elevation Wealth Partners, LLC 0.01% Add +187.3% 724 $20K
Smartleaf Asset Management LLC 0.00% Reduce -0.6% 654 $18K
SageView Advisory Group, LLC 0.00% New 644 $18K
Whittier Trust Co. 0.00% No change 658 $17K
Geneos Wealth Management Inc. 0.00% No change 621 $17K
Salomon & Ludwin, LLC 0.00% Add +330.4% 594 $16K
Hazlett, Burt & Watson, Inc. 0.00% No change 541 $15K
Reflection Asset Management 0.01% — 546 $15K
Generali Asset Management SPA SGR 0.00% No change 536 $15K
Raiffeisen Bank International AG 0.00% No change 505 $14K
Colonial Trust Advisors 0.00% No change 500 $14K
GHP Investment Advisors, Inc. 0.00% Add +0.2% 494 $13K
American National Bank & Trust 0.00% New 481 $13K
Fideuram Asset Management (Ireland) dac 0.00% — 482 $13K
Clearstead Trust, LLC 0.00% Add +25.3% 460 $13K
Pinnacle Bancorp, Inc. 0.00% No change 459 $12K
McMillan Office, Inc. 0.00% — 450 $12K
Cornerstone Planning Group LLC 0.00% Reduce -0.2% 485 $12K
Anfield Capital Management, LLC 0.00% Add +189.7% 420 $11K
Quintet Private Bank (Europe) S.A. 0.00% New 400 $11K
Farmers & Merchants Investments Inc. 0.00% No change 394 $11K
Physician Wealth Advisors, Inc. 0.00% Add +1186.7% 386 $10K
McIlrath & Eck, LLC 0.00% No change 381 $10K
Trust Co. of Toledo NA 0.00% Reduce -23.8% 374 $10K
Signature Resources Capital Management, LLC 0.01% No change 370 $10K
Capital Advisors, Ltd. LLC 0.00% No change 365 $10K
Torren Management, LLC 0.01% — 362 $10K
Bruce G. Allen Investments, LLC 0.01% No change 350 $10K
Rothschild Investment LLC 0.00% Add +65.1% 345 $9K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -2.7% 356 $9K
Bullock Wealth Management Group 0.00% — 309 $8K
Costello Asset Management, INC 0.00% No change 300 $8K
Ancora Advisors LLC 0.00% No change 299 $8K
Fortitude Family Office, LLC 0.00% Add +0.7% 293 $8K
United Community Bank 0.00% New 282 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% New 273 $7K
Westfuller Advisors, LLC 0.00% Reduce -35.7% 252 $7K
C M Bidwell & Associates Ltd. 0.00% No change 223 $6K
Harbor Asset Planning, Inc. 0.00% No change 208 $6K
High Note Wealth, LLC 0.00% Reduce -2.4% 206 $6K
NFSG Corp 0.00% New 206 $6K
Transamerica Financial Advisors, LLC 0.00% Add +480.0% 203 $6K
Strategic Investment Solutions, Inc. 0.00% No change 200 $5K
Elyxium Wealth, LLC 0.00% New 188 $5K
GW&K Investment Management, LLC 0.00% Add +20.6% 199 $5K
Wealth Watch Advisors, INC 0.00% Add +37.9% 171 $5K
Spire Wealth Management 0.00% Reduce -84.3% 169 $5K
MV Capital Management, Inc. 0.00% Add +2.5% 167 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -36.7% 150 $4K
Harvest Fund Management Co., Ltd 0.00% No change 163 $4K
Bell Investment Advisors, Inc 0.00% No change 146 $4K
Oakworth Capital, Inc. 0.00% No change 145 $4K
Grove Bank & Trust 0.00% No change 131 $4K
SJS Investment Consulting Inc. 0.00% Reduce -93.1% 121 $3K
Howard Hughes Medical Institute 0.00% Add +0.8% 121 $3K
Blueline Advisors LLC 0.00% — 116 $3K
Private Trust Co. NA 0.00% Reduce -31.5% 113 $3K
Marquette Asset Management, LLC 0.00% Add +2.8% 112 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Add +38.8% 111 $3K
Merrithew & Thorsten Inc 0.00% — 142 $3K
IFC & Insurance Marketing, Inc. 0.00% — 107 $3K
DT Investment Partners, LLC 0.00% No change 106 $3K
Rossby Financial, LCC 0.00% Add +50.7% 104 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.6% 103 $3K
City State Bank 0.00% No change 100 $3K
Concord Wealth Partners 0.00% No change 100 $3K
Horizon Financial Services, LLC 0.00% Reduce -47.6% 99 $3K
Abound Wealth Management 0.00% No change 97 $3K
Bayban 0.00% — 83 $2K
TD Capital Management LLC 0.00% No change 74 $2K
Manchester Capital Management LLC 0.00% Reduce -56.2% 71 $2K
SHP Wealth Management 0.00% — 66 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +88.6% 66 $2K
Aventura Private Wealth, LLC 0.00% Add +18.9% 63 $2K
WealthCollab, LLC 0.00% New 62 $2K
Aspect Partners, LLC 0.00% No change 59 $2K
Ares Financial Consulting, LLC 0.00% — 57 $2K
Sachetta, LLC 0.00% Reduce -78.8% 55 $1K
Rialto Wealth Management, LLC 0.00% Reduce -3.7% 52 $1K
Cornerstone Financial Management LLC 0.00% — 49 $1K
Bogart Wealth, LLC 0.00% New 47 $1K
Raffa Wealth Management, LLC 0.00% No change 46 $1K
S&T Bank 0.00% Reduce -80.3% 45 $1K
Johnson Financial Group, Inc. 0.00% Reduce -37.5% 45 $1K
1015 Capital Partners, LLC 0.00% — 38 $1K
Activest Wealth Management 0.00% Add +48.0% 37 $1K
Smithfield Trust Co 0.00% Reduce -93.2% 34 $1K
HFM Investment Advisors, LLC 0.00% Reduce -5.3% 36 $979
CBIZ Investment Advisory Services, LLC 0.00% New 36 $979
First Command Advisory Services, Inc. 0.00% No change 35 $952
Clayton Financial Group LLC 0.00% New 34 $925
Winnacle Wealth LLC 0.00% Add +135.7% 33 $924
Nvwm, LLC 0.00% Add +17.2% 34 $924
Key Financial Inc 0.00% No change 34 $924
Elevated Capital Advisors, LLC 0.00% New 32 $870
Rakuten Securities, Inc. 0.00% Reduce -90.0% 30 $816
Evelyn Partners Investment Management LLP 0.00% No change 30 $816
Prosperity Bancshares Inc 0.00% — 29 $789
Wealth Enhancement Trust Services, Inc. 0.00% — 29 $789
Toth Financial Advisory Corp. 0.00% New 28 $762
American Capital Advisory, LLC 0.00% Add +145.4% 27 $735
Principia Wealth Advisory, LLC 0.00% Add +20.0% 24 $653
Optima Capital LLC 0.00% New 24 $653
Highline Wealth Partners LLC 0.00% Reduce -68.8% 24 $653
Quaker Wealth Management, LLC 0.00% Add +10.5% 21 $571
Prestige Wealth Management Group LLC 0.00% No change 21 $571
Turning Point Benefit Group, Inc. 0.00% Reduce -24.0% 19 $516
Seneschal Advisors, LLC 0.00% No change 17 $463
Beaird Harris Wealth Management, LLC 0.00% No change 17 $463
Nemes Rush Group LLC 0.00% New 16 $435
West Branch Capital LLC 0.00% No change 14 $381
Kilter Group LLC 0.00% Reduce -36.8% 12 $327
Davis Capital Management 0.00% New 10 $272
Luken Investment Analytics, LLC 0.00% New 10 $272
Murphy & Mullick Capital Management Corp 0.00% New 9 $245
WestEnd Advisors, LLC 0.00% Reduce -10.0% 9 $245
Private Wealth Asset Management, LLC 0.00% No change 8 $218
Hughes Financial Services, LLC 0.00% Reduce -64.7% 6 $163
SouthState Bank Corp 0.00% No change 5 $136
Arcadia Investment Management Corp. 0.00% New 5 $136
Walleye Capital LLC 0.00% New 4 $109
TFC Financial Management, Inc. 0.00% No change 3 $82
Private Wealth Management Group, LLC 0.00% No change 3 $82
TrinityBridge Ltd 0.00% No change 12 $0
Avion Wealth 0.00% Add +11.8% 19 $0

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