Gen DigitalGEN

13F holders, Q1 2026 (March 31)
672holders −17
89new positions
109sold out
10famous investors
$18.86avg. 13F price*

At the end of Q1 2026, 672 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, down 17 from Q4 2025. 89 opened new positions and 109 sold out. The largest holders were BlackRock, Inc. ($997.1M), FMR LLC ($843.5M) and Vanguard Capital Management LLC ($670.1M). 10 famous investors held it, including Jeff Smith (3.2% of Starboard Value's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$220.6M
Exits109$112.4M

All 13F filers, Q4 2025 → Q1 2026: 45,589,451 shares bought and 48,199,338 shares sold, net −2,609,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 672 holders

BlackRock, Inc. 0.02% Add +1.8% 52,953,737 $997.1M
FMR LLC 0.04% Add +7.7% 44,797,978 $843.5M
Vanguard Capital Management LLC 0.02% — 35,586,480 $670.1M
Vanguard Portfolio Management LLC 0.03% — 31,355,683 $590.4M
State Street Corp. 0.02% Reduce -1.8% 29,499,735 $555.5M
Ameriprise Financial Inc. 0.09% Reduce -12.7% 19,949,585 $375.7M
Geode Capital Management, LLC 0.02% Reduce -0.2% 15,562,127 $292.1M
Boston Partners 0.29% Reduce -4.8% 14,885,079 $280.3M
First Trust Advisors LP 0.20% Reduce -25.7% 14,808,943 $278.9M
Invesco Ltd. 0.02% Add +35.7% 13,535,466 $254.9M
Arrowstreet Capital, Limited Partnership 0.13% Add +45.8% 13,094,386 $246.6M
Beutel, Goodman & Co Ltd. 1.33% Reduce -20.3% 10,387,394 $195.6M
LSV Asset Management 0.36% Add +1.8% 8,891,175 $167.4M
Legal & General Group Plc 0.04% Reduce -3.6% 8,759,877 $164.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +3.6% 8,199,952 $154.4M
Lyrical Asset Management LP 2.29% Reduce -2.2% 7,967,247 $150.0M
Starboard Value 3.22% Reduce -26.3% 7,806,922 $147.0M
Morgan Stanley 0.01% Add +33.8% 7,598,571 $143.1M
Nuveen, LLC 0.04% Reduce -31.9% 7,306,495 $137.6M
Dimensional Fund Advisors LP 0.02% Reduce -2.6% 6,108,630 $115.0M
Northern Trust Corp. 0.01% Reduce -7.5% 5,876,480 $110.7M
Alyeska Investment Group, L.P. 0.31% Add +123.5% 5,775,514 $108.8M
Deutsche Bank AG 0.03% Add +49.5% 5,396,824 $101.6M
Neuberger Berman Group LLC 0.08% Add +26.2% 5,349,401 $100.7M
Pictet Asset Management Holding SA 0.10% Add +26.8% 5,272,058 $99.2M
Bank of New York Mellon Corp 0.02% Reduce -0.1% 4,901,878 $92.3M
Amundi 0.02% Reduce -3.7% 4,152,345 $78.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 3,688,294 $69.5M
Pacer Advisors, Inc. 0.19% Add +5.3% 3,517,206 $66.2M
JPMorgan Chase & Co. 0.00% Add +43.6% 3,596,065 $65.9M
Penserra Capital Management LLC 0.77% Add +3.0% 3,491,676 $65.7M
Citadel Advisors 0.05% Reduce -7.9% 3,447,783 $64.9M
Alliancebernstein L.P. 0.02% Reduce -10.4% 2,353,485 $64.0M
UBS Group AG 0.01% Add +22.9% 3,134,947 $59.0M
Vanguard Fiduciary Trust Co. 0.01% — 3,100,947 $58.4M
Jupiter Asset Management Ltd. 0.30% New 2,942,876 $55.4M
Goldman Sachs Group Inc. 0.01% Reduce -17.8% 2,756,518 $51.9M
Sei Investments Co. 0.04% Add +28.6% 2,559,493 $48.2M
Bank of America Corp. 0.00% Add +7.4% 2,559,425 $48.2M
Robeco Institutional Asset Management B.V. 0.06% Add +0.3% 2,150,098 $40.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +6.7% 2,088,657 $39.3M
D. E. Shaw & Co. 0.03% New 1,816,359 $34.2M
Alberta Investment Management Corp 0.23% Add +15.4% 1,788,100 $33.7M
Prudential Financial Inc. 0.04% Reduce -12.9% 1,773,175 $33.4M
Triodos Investment Management BV 2.52% Add +24.2% 1,769,538 $33.3M
Bank of Montreal 0.01% Reduce -5.8% 1,733,917 $32.6M
Barclays PLC 0.01% Reduce -20.9% 1,691,490 $31.9M
T. Rowe Price Associates Inc. 0.00% Reduce -20.9% 1,561,870 $29.4M
Swiss National Bank 0.02% Add +7.1% 1,538,375 $29.0M
Todd Asset Management LLC 0.57% Reduce -0.9% 1,533,922 $28.9M
Voloridge Investment Management, LLC 0.12% Add +570.3% 1,526,857 $28.8M
Millennium Management 0.02% New 1,488,142 $28.0M
Gotham Asset Management 0.08% Reduce -27.9% 1,463,895 $27.6M
KBC Group NV 0.07% Reduce -50.5% 1,449,692 $27.3M
California Public Employees Retirement System 0.02% Reduce -6.4% 1,405,921 $26.5M
Raymond James Financial Inc. 0.01% Reduce -0.8% 1,386,158 $26.0M
Los Angeles Capital Management LLC 0.10% Add +0.5% 1,307,374 $24.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -9.5% 1,255,294 $23.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.0% 1,247,580 $23.5M
Vanguard Global Advisers, LLC 0.01% — 1,235,109 $23.3M
Rhumbline Advisers 0.02% Reduce -0.5% 1,168,383 $22.0M
BNP Paribas Financial Markets 0.01% Reduce -0.9% 1,163,015 $21.9M
Wells Fargo & Company 0.00% Reduce -10.5% 1,088,692 $20.5M
Teachers Retirement System of the State of Kentucky 0.16% No change 1,082,457 $20.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 1,069,579 $20.1M
Renaissance Technologies 0.03% Add +341.7% 1,044,438 $19.7M
SEB Asset Management AB 0.08% — 1,034,695 $19.5M
Citigroup Inc. 0.01% Add +28.3% 1,003,984 $18.9M
Vinva Investment Management Ltd 0.22% Add +295.5% 959,389 $17.6M
SG Americas Securities, LLC 0.02% Add +49.0% 910,799 $17.1M
HSBC Holdings PLC 0.01% Reduce -1.0% 886,509 $16.7M
California State Teachers Retirement System 0.02% Reduce -0.6% 866,918 $16.3M
Treasurer of the State of North Carolina 0.05% Add +8.3% 855,763 $16.1M
Royal Bank of Canada 0.00% Reduce -8.6% 842,676 $15.9M
Arbejdsmarkedets Tillaegspension 0.39% Reduce -1.9% 840,613 $15.8M
Storebrand Asset Management As 0.04% Add +1.3% 813,521 $15.3M
Swedbank AB 0.01% Add +1.0% 759,115 $14.3M
Quantinno Capital Management LP 0.02% Reduce -55.2% 751,328 $14.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -0.5% 750,871 $14.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -17.5% 702,655 $13.2M
Principal Financial Group Inc. 0.01% Reduce -1.7% 669,623 $12.6M
Railway Pension Investments Ltd 0.18% No change 665,100 $12.5M
TD Asset Management Inc 0.01% Reduce -19.4% 647,452 $12.2M
Asset Management One Co., Ltd. 0.04% Add +16.4% 637,510 $12.0M
CANADA LIFE ASSURANCE Co 0.02% Add +0.8% 633,818 $12.0M
State of Wisconsin Investment Board 0.03% Add +82.3% 629,856 $11.9M
Empowered Funds, LLC 0.07% New 605,308 $11.4M
Victory Capital Management Inc. 0.01% Reduce -81.9% 602,021 $11.3M
ABN AMRO Bank N.V. 0.12% Add +27.9% 582,135 $11.1M
Achmea Investment Management B.V. 0.28% Add +8.8% 560,044 $10.5M
Two Sigma Investments, LP 0.01% New 535,097 $10.1M
Korea Investment CORP 0.02% Add +20.4% 527,853 $9.9M
New York State Teachers Retirement System 0.02% Reduce -0.2% 502,736 $9.5M
Worldquant Millennium Advisors LLC 0.04% Add +658.9% 490,126 $9.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +13.3% 488,900 $9.2M
Capital Fund Management S.A. 0.08% Add +101.4% 485,705 $9.1M
State Board of Administration of Florida Retirement System 0.02% No change 482,151 $9.1M
AQR Capital Management 0.00% Reduce -40.1% 472,694 $8.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +19.2% 464,242 $8.7M
Wellington Management Group LLP 0.00% Add +73.8% 455,731 $8.6M
APG Asset Management N.V. 0.03% Reduce -5.5% 518,148 $8.5M
Aviva PLC 0.01% Add +1.4% 428,780 $8.1M
Twinbeech Capital LP 0.82% New 422,102 $7.9M
Occudo Quantitative Strategies LP 0.43% New 411,801 $7.9M
Focus Partners Wealth 0.01% Reduce -5.7% 416,855 $7.9M
Crawford Investment Counsel Inc. 0.13% Add +30.8% 412,090 $7.8M
LBP Am SA 0.10% Reduce -45.1% 405,130 $7.6M
Aberdeen Group plc 0.01% Reduce -2.3% 395,080 $7.4M
Manufacturers Life Insurance Company, The 0.01% Add +17.9% 384,754 $7.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +57.9% 380,231 $7.2M
Mediolanum International Funds Ltd 0.08% Add +97.4% 387,597 $7.1M
TD Waterhouse Canada Inc. 0.02% Add +446.0% 382,109 $7.1M
Permit Capital, LLC 2.40% Add +15.4% 375,000 $7.1M
Russell Investments Group, Ltd. 0.01% Reduce -19.7% 368,701 $6.9M
Natixis Advisors, LLC 0.01% Add +18.3% 368,397 $6.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.13% Add +7.8% 360,364 $6.8M
New York State Common Retirement Fund 0.01% No change 336,095 $6.3M
XTX Topco Ltd 0.10% New 314,089 $5.9M
ExodusPoint Capital Management, LP 0.06% Reduce -61.9% 311,494 $5.9M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -4.9% 291,717 $5.5M
Andra AP-fonden 0.07% Reduce -57.1% 291,437 $5.5M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -4.6% 271,523 $5.1M
Erste Asset Management GmbH 0.05% Add +86.2% 278,532 $5.1M
CIBC Bancorp USA Inc. 0.01% — 264,432 $5.0M
Vanguard Investments Australia, Ltd. 0.01% — 263,770 $5.0M
Invenomic Capital Management LP 0.23% New 262,935 $5.0M
Point72 Asset Management 0.01% New 262,565 $4.9M
Wedge Capital Management L L P 0.09% Add +16.2% 262,258 $4.9M
Oak Thistle LLC 0.47% Add +323.7% 257,478 $4.8M
DekaBank Deutsche Girozentrale 0.01% No change 250,304 $4.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.25% Add +9.6% 251,317 $4.7M
Tredje AP-fonden 0.03% Add +309.4% 251,222 $4.7M
Ruffer LLP 0.19% New 249,636 $4.7M
AustralianSuper Pty Ltd 0.02% Add +59.9% 247,060 $4.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.0% 246,456 $4.6M
Royal London Asset Management Ltd. 0.01% No change 242,884 $4.6M
Toronto Dominion Bank 0.01% Reduce -13.4% 239,656 $4.5M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.7% 235,427 $4.4M
Lifeworks Advisors, LLC 0.57% Add +16.3% 234,333 $4.4M
Envestnet Asset Management Inc. 0.00% Add +2.4% 231,001 $4.3M
Susquehanna International Group, LLP 0.01% Add +101.4% 230,208 $4.3M
Pinebridge Investments LLC 0.04% Reduce -30.6% 223,764 $4.2M
Resona Asset Management Co.,Ltd. 0.02% Add +3.0% 218,382 $4.1M
Sound Income Strategies, LLC 0.19% Add +9.3% 212,736 $4.0M
Danske Bank A/S 0.01% Reduce -5.7% 207,726 $3.9M
Quartz Partners, LLC 1.50% Add +17.7% 206,510 $3.9M
KLP Kapitalforvaltning As 0.02% No change 205,469 $3.9M
Diversified Trust Co. 0.07% Reduce -7.6% 205,350 $3.9M
Brevan Howard Capital Management LP 0.04% New 203,524 $3.8M
Kendall Capital Management 0.79% Add +4.6% 203,495 $3.8M
National Bank of Canada 0.00% Reduce -53.4% 194,715 $3.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +10.3% 194,565 $3.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.27% Reduce -0.2% 189,539 $3.6M
Iridian Asset Management LLC 1.45% Reduce -0.5% 189,323 $3.6M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -5.4% 185,500 $3.5M
Elevation Point Wealth Partners, LLC 0.08% New 181,325 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +0.5% 180,840 $3.4M
State of Michigan Retirement System 0.02% Reduce -1.7% 177,675 $3.3M
Crossmark Global Holdings, Inc. 0.05% Add +25.7% 176,236 $3.3M
Franklin Resources Inc. 0.00% Reduce -97.9% 169,177 $3.2M
Martin & Co. Inc. 0.54% Add +1.7% 167,356 $3.2M
Gabelli Funds LLC 0.02% Add +6.4% 165,548 $3.1M
Mubadala Investment Co PJSC 0.02% Reduce -60.8% 165,016 $3.1M
Agf Management Ltd. 0.01% Add +44.4% 164,060 $3.1M
Fifth Third Bancorp 0.01% Add +1246.0% 163,004 $3.1M
Entropy Technologies, LP 0.14% New 162,389 $3.1M
Jones Financial Companies LLLP 0.00% Add +5236.7% 166,452 $3.1M
Public Employees Retirement System of Ohio 0.01% Reduce -3.3% 159,908 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Add +32.0% 159,386 $3.0M
PFA Pension, Forsikringsaktieselskab 0.01% Add +0.3% 159,314 $3.0M
Tudor Investment Corporation 0.02% New 158,144 $3.0M
Arkadios Wealth Advisors 0.05% Add +15.1% 157,513 $3.0M
Woodline Partners LP 0.01% Reduce -88.5% 154,872 $2.9M
ProShare Advisors LLC 0.00% Reduce -14.3% 154,333 $2.9M
Czech National Bank 0.02% Add +1.4% 150,104 $2.8M
Corient Private Wealth LP 0.00% Reduce -18.4% 150,515 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 146,779 $2.8M
Elo Mutual Pension Insurance Co 0.04% Add +43.7% 144,512 $2.7M
Arizona State Retirement System 0.02% Reduce -1.0% 142,439 $2.7M
New York Life Investment Management LLC 0.02% Add +8.3% 141,728 $2.7M
UniSuper Management Pty Ltd 0.02% Add +2.1% 141,486 $2.7M
Allstate Corp. 0.03% Add +222.8% 141,346 $2.7M
IFM Investors Pty Ltd 0.02% Add +0.4% 141,142 $2.7M
Artemis Investment Management LLP 0.03% Add +12.2% 137,791 $2.6M
LPL Financial LLC 0.00% Reduce -1.6% 134,335 $2.5M
CIBC Asset Management Inc 0.01% Add +0.2% 134,221 $2.5M
Handelsbanken Fonder AB 0.01% Reduce -3.8% 131,774 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -4.2% 131,444 $2.5M
Rafferty Asset Management, LLC 0.01% Reduce -26.1% 129,972 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.6% 128,387 $2.4M
USS Investment Management Ltd 0.01% Add +20.8% 127,407 $2.4M
Hixon Zuercher, LLC 0.75% Add +49.6% 127,093 $2.4M
Prudential PLC 0.02% Add +239.5% 121,814 $2.3M
Tidal Investments LLC 0.01% Add +48.4% 121,476 $2.3M
Engineers Gate Manager LP 0.03% New 117,919 $2.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -27.7% 117,638 $2.2M
Retirement Systems of Alabama 0.01% Reduce -2.0% 117,044 $2.2M
Cozad Asset Management Inc. 0.17% Reduce -67.7% 113,928 $2.1M
DNB Asset Management AS 0.01% Add +5.0% 113,688 $2.1M
GAMCO Investors 0.02% Reduce -4.0% 113,562 $2.1M
Voya Investment Management LLC 0.00% Reduce -1.3% 110,519 $2.1M
Banque Cantonale Vaudoise 0.08% Reduce -1.9% 110,471 $2.1M
Qube Research & Technologies Ltd 0.00% New 110,339 $2.1M
Xponance LLC 0.01% Add +15.2% 109,944 $2.1M
ASR Vermogensbeheer N.V. 0.02% Add +1.8% 107,277 $2.0M
Fort Point Capital Partners LLC 0.26% Add +0.6% 107,188 $2.0M
Schonfeld Strategic Advisors LLC 0.02% New 106,524 $2.0M
Amalgamated Bank 0.01% Reduce -4.8% 103,983 $2.0M
Boothbay Fund Management, LLC 0.05% Add +449.6% 101,925 $1.9M
Public Sector Pension Investment Board 0.01% Add +16.6% 101,507 $1.9M
Paralel Advisors LLC 0.08% No change 100,797 $1.9M
Macquarie Group Ltd. 0.01% Reduce -33.0% 100,586 $1.9M
Dakota Wealth Management 0.04% Reduce -45.5% 100,244 $1.9M
Cohen Klingenstein LLC 0.06% No change 98,600 $1.9M
Main Management ETF Advisors, LLC 0.07% Add +16.9% 97,969 $1.8M
Candriam S.C.A. 0.01% No change 97,411 $1.8M
Mutual of America Capital Management LLC 0.02% Add +22.9% 95,612 $1.8M
Creative Planning 0.00% Add +15.3% 92,956 $1.8M
NEOS Investment Management LLC 0.01% Add +4.2% 92,476 $1.7M
Truist Financial Corp. 0.00% Add +3.0% 92,110 $1.7M
Ethic Inc. 0.03% Reduce -9.2% 91,971 $1.7M
Daiwa Securities Group Inc. 0.01% Add +4.6% 91,329 $1.7M
Nomura Asset Management International Inc. 0.00% Add +6.2% 90,900 $1.7M
Vise Technologies, Inc. 0.03% No change 62,848 $1.7M
Bridgefront Capital, LLC 0.42% New 90,025 $1.7M
Utah Retirement Systems 0.02% No change 89,905 $1.7M
Intech Investment Management LLC 0.02% Add +448.8% 89,825 $1.7M
Baird Financial Group, Inc. 0.00% Add +7.5% 85,906 $1.6M
Bank of Nova Scotia 0.00% Reduce -5.8% 84,567 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +13.5% 83,373 $1.6M
Picton Mahoney Asset Management 0.02% New 82,556 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.6% 82,116 $1.5M
FORA Capital, LLC 0.11% New 82,045 $1.5M
Swiss Life Asset Management Ltd 0.01% Add +6.5% 81,190 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -47.3% 80,488 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% New 78,481 $1.5M
Rakuten Investment Management, Inc. 0.00% Add +11.4% 80,452 $1.5M
Lighthouse Investment Partners, LLC 0.05% New 76,517 $1.4M
Long Road Investment Counsel, LLC 0.56% Add +3.4% 76,425 $1.4M
Impax Asset Management Group plc 0.01% Add +95.8% 76,303 $1.4M
Commerzbank Aktiengesellschaft 0.03% Add +132.1% 74,943 $1.4M
Eurizon Capital SGR S.p.A. 0.00% Add +66.9% 75,214 $1.4M
Board of the Pension Protection Fund 1.28% Add +24.9% 73,800 $1.4M
National Pension Service 0.00% Reduce -92.2% 72,752 $1.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -22.1% 72,239 $1.4M
PEAK6 LLC 0.04% New 70,618 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -47.0% 69,888 $1.3M
Aurora Investment Counsel 0.73% Add +27.3% 69,876 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Add +1.5% 69,201 $1.3M
Nisa Investment Advisors, LLC 0.00% Reduce -17.1% 68,926 $1.3M
Havemeyer Place LP 0.15% New 68,314 $1.3M
EagleClaw Capital Managment, LLC 0.18% Reduce -43.7% 67,950 $1.3M
Coastal Bridge Advisors, LLC 0.09% Add +7.2% 65,756 $1.2M
Ilmarinen Mutual Pension Insurance Co 0.01% Reduce -44.4% 65,638 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.7% 63,122 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +21.9% 62,676 $1.2M
Oxford Asset Management LLP 0.47% New 62,424 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -1.6% 61,520 $1.2M
Alps Advisors Inc. 0.01% Add +32.1% 61,194 $1.2M
Ensign Peak Advisors, Inc 0.00% Add +11.1% 59,587 $1.1M
Edgestream Partners, L.P. 0.04% Add +430.8% 58,721 $1.1M
Vest Financial, LLC 0.01% Add +44.7% 58,573 $1.1M
Blueshift Asset Management, LLC 0.33% New 58,269 $1.1M
Nordea Investment Management AB 0.00% Add +2.2% 58,308 $1.1M
Janus Henderson Group PLC 0.00% Reduce -9.5% 57,303 $1.1M
Foster & Motley Inc. 0.06% Add +88.0% 56,809 $1.1M
Summit Trail Advisors, LLC 0.02% Add +4.0% 56,812 $1.1M
Brooklyn Investment Group 0.03% Add +601.1% 56,443 $1.1M
Jackson Creek Investment Advisors LLC 0.30% Reduce -3.2% 54,813 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -3.2% 53,703 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 53,665 $1.0M
Mercer Global Advisors Inc. 0.00% Reduce -64.8% 53,044 $999K
Twin Capital Management Inc. 0.13% Add +87.9% 52,819 $995K
OP Asset Management Ltd 0.01% Reduce -11.6% 51,773 $975K
Bonness Enterprises Inc. 0.35% No change 51,500 $970K
Glenmede Trust Co. NA 0.00% Reduce -90.9% 51,062 $961K
OmniStar Financial Group, Inc. 0.50% New 51,060 $961K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +54.8% 50,579 $952K
Oppenheimer Asset Management Inc. 0.01% Reduce -16.5% 50,579 $952K
Fox Run Management, L.L.C. 0.17% New 51,604 $945K
Cetera Investment Advisers 0.00% Add +14.7% 49,908 $940K
Y.D. More Investments Ltd 0.04% Reduce -10.4% 49,549 $933K
Brown Advisory Inc. 0.00% Add +14.3% 48,090 $906K
Ellis Investment Partners, LLC 0.15% Add +9.0% 47,408 $893K
Heritage Trust Co 0.09% New 46,143 $869K
Commonwealth Equity Services, LLC 0.00% Reduce -4.7% 43,793 $825K
Nilsine Partners, LLC 0.06% Reduce -59.1% 41,626 $792K
American Century Companies Inc. 0.00% Add +0.1% 41,320 $778K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% Add +145.1% 41,082 $774K
Advisors Asset Management, Inc. 0.01% Reduce -15.1% 40,738 $767K
Aigen Investment Management, LP 0.20% New 40,715 $767K
Bokf, NA 0.01% Reduce -71.9% 40,470 $762K
Gulf International Bank (UK) Ltd 0.02% Add +31.0% 40,371 $760K
Two Sigma Securities, LLC 0.09% New 40,066 $754K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -20.0% 40,000 $753K
Captrust Financial Advisors 0.00% Add +34.7% 39,809 $750K
Convergence Financial, LLC 0.08% Reduce -2.3% 39,557 $745K
Callan Family Office, LLC 0.02% Add +45.8% 38,909 $733K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -24.6% 38,707 $731K
Avanza Fonder AB 0.02% No change 38,340 $722K
Pathstone Holdings, LLC 0.00% Reduce -37.4% 38,021 $716K
Dynamic Technology Lab Private Ltd 0.12% New 37,601 $708K
J. Safra Sarasin Holding AG 0.01% Add +9.6% 37,628 $708K
Investment Management Corp of Ontario 0.01% Add +5.9% 37,526 $707K
Allianz Asset Management GmbH 0.00% Add +4.3% 37,157 $700K
O'shaughnessy Asset Management, LLC 0.00% Reduce -31.9% 36,751 $692K
Norinchukin Bank, The 0.01% Reduce -0.6% 36,361 $685K
US Bancorp \de 0.00% Reduce -26.6% 36,219 $682K
Paradigm Capital Management Inc. 0.03% No change 36,000 $678K
Bessemer Group Inc. 0.00% Add +16.4% 35,915 $677K
Legacy Capital Group California, Inc. 0.25% Add +2.1% 35,538 $669K
Walleye Capital LLC 0.00% Add +874375.0% 34,979 $659K
Plato Investment Management Ltd 0.04% No change 34,883 $657K
Prospera Financial Services Inc 0.01% New 34,786 $655K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +56.1% 34,629 $652K
Eventide Asset Management, LLC 0.01% Add +20.1% 34,584 $634K
Headlands Technologies LLC 0.07% New 33,526 $631K
Thrivent Financial for Lutherans 0.00% Reduce -20.7% 33,515 $631K
Tower Research Capital LLC (TRC) 0.02% Add +82.0% 33,420 $629K
Mizuho Securities USA LLC 0.01% Reduce -18.5% 33,320 $627K
Alan B Lancz & Associates, Inc. 0.60% Reduce -10.1% 32,900 $620K
Commerce Bank 0.00% Reduce -2.5% 32,722 $616K
Hartford Investment Management Co. 0.02% Reduce -1.2% 32,236 $607K
Mackenzie Financial Corp. 0.00% Reduce -79.6% 31,609 $595K
Natixis 0.00% Add +0.0% 31,304 $589K
CSM Advisors, LLC 0.01% Add +21.7% 30,706 $579K
Signal Advisors Wealth, LLC 0.04% New 30,456 $573K
Hantz Financial Services, Inc. 0.01% Add +434.3% 30,431 $573K
United Capital Financial Advisors, LLC 0.00% Add +106.4% 30,162 $568K
Schroder Investment Management Group 0.00% Reduce -87.7% 30,679 $562K
Hillsdale Investment Management Inc. 0.02% Add +16.1% 29,600 $557K
Advisory Services Network, LLC 0.01% New 29,004 $546K
CI Investments Inc. 0.00% Reduce -1.3% 28,840 $543K
Eagle Harbor Asset Management Inc. 0.46% Add +0.0% 28,629 $539K
Globeflex Capital L P 0.08% No change 28,485 $536K
Louisiana State Employees Retirement System 0.01% Reduce -2.1% 28,100 $529K
HighTower Advisors, LLC 0.00% Add +62.7% 28,071 $529K
Van Eck Associates Corp. 0.00% Add +5.0% 27,501 $518K
&partners 0.00% Reduce -23.4% 27,499 $517K
Daiichi Life Insurance Co., Ltd. 0.01% No change 26,904 $507K
Maryland State Retirement & Pension System 0.01% No change 26,818 $505K
Sanctuary Advisors, LLC 0.00% Add +246.1% 26,685 $502K
Virtu Financial LLC 0.02% New 26,601 $501K
Waterloo Capital, L.P. 0.03% Reduce -24.5% 26,232 $494K
New Mexico Educational Retirement Board 0.01% No change 25,397 $478K
Allspring Global Investments Holdings, LLC 0.00% Add +6.0% 25,479 $477K
Wealthfront Advisers LLC 0.00% Reduce -25.3% 25,261 $476K
IFP Advisors, Inc 0.01% Add +477.4% 24,922 $469K
Spirit of America Management Corp. 0.09% No change 24,700 $465K
Nomura Holdings Inc. 0.00% Reduce -90.3% 24,673 $465K
MAI Capital Management 0.00% Reduce -1.2% 24,482 $461K
First Manhattan Co. Llc. 0.00% Reduce -28.5% 24,200 $456K
Abn Amro Investment Solutions 0.01% Reduce -37.3% 24,056 $453K
Naples Global Advisors, LLC 0.03% Reduce -5.1% 23,691 $446K
Hancock Whitney Corp. 0.01% Add +27.2% 22,802 $439K
Forza Wealth Management, LLC 0.15% Add +2.1% 23,189 $437K
Sequoia Financial Advisors, LLC 0.00% Add +0.0% 22,852 $430K
DC Investments Management, LLC 0.16% No change 22,650 $427K
Watershed Asset Management, L.L.C. 0.44% Add +32.6% 22,620 $426K
MUFG Securities EMEA plc 0.01% Reduce -1.8% 22,595 $425K
Vestcor Inc 0.01% Reduce -16.9% 22,129 $417K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 22,136 $417K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.13% Add +31.8% 21,150 $398K
Vident Advisory, LLC 0.00% Reduce -13.0% 20,868 $393K
Abacus Wealth Partners, LLC 0.04% Reduce -0.6% 20,737 $390K
Machina Capital S.A.S. 0.08% New 20,721 $390K
Rockefeller Capital Management L.P. 0.00% Add +189.5% 20,700 $390K
OMERS ADMINISTRATION Corp 0.00% No change 20,567 $387K
Credit Agricole S A 0.00% Reduce -76.0% 20,501 $386K
SummitTX Capital, L.P. 0.01% New 20,197 $380K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -13.5% 20,142 $379K
GAMMA Investing LLC 0.02% Add +13.2% 19,930 $375K
Advisory Alpha, LLC 0.01% Add +27.9% 19,875 $374K
Lanark Financial, Inc. 0.03% Reduce -19.1% 19,747 $372K
Empirical Finance, LLC 0.02% Reduce -0.2% 19,593 $369K
Saudi Central Bank 0.01% New 19,349 $364K
AlphaGrep UK Ltd 0.11% New 19,277 $363K
Mirabella Financial Services LLP 0.04% New 19,163 $361K
Praxis Investment Management Inc. 0.02% Add +1.5% 18,820 $354K
Meeder Advisory Services, Inc. 0.01% Add +118.4% 18,537 $349K
E. Ohman J:or Asset Management AB 0.01% No change 18,450 $347K
Haven Private, LLC 0.15% Reduce -1.6% 18,284 $344K
Systematic Alpha Investments, LLC 0.01% No change 17,776 $335K
HB Wealth Management, LLC 0.00% Reduce -11.6% 17,754 $334K
Janney Montgomery Scott LLC 0.00% Add +8.2% 17,744 $334K
Gateway Wealth Partners, LLC 0.01% Add +110.2% 17,717 $334K
Ifrah Financial Services, Inc. 0.09% Reduce -2.7% 17,687 $333K
Blue Trust, Inc. 0.00% Add +8.9% 17,651 $332K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.6% 17,636 $332K
Balyasny Asset Management L.P. 0.00% Add +109.6% 17,603 $331K
City National Bank of Florida 0.20% New 17,544 $330K
GraniteShares Advisors LLC 0.23% Reduce -8.8% 17,323 $326K
Perpetual Ltd 0.01% Add +38.5% 17,320 $326K
M&T Bank Corp 0.00% Add +5.7% 17,266 $325K
CX Institutional 0.01% Reduce -69.9% 17,218 $324K
Institute for Wealth Management, LLC. 0.03% No change 17,071 $321K
Patton Fund Management, Inc. 0.05% Add +94.9% 16,999 $320K
Merit Financial Group, LLC 0.00% Add +1.6% 16,867 $318K
Sterling Capital Management LLC 0.01% Reduce -42.8% 16,857 $317K
Wright Investors Service Inc. 0.10% Reduce -3.1% 16,585 $312K
MQS Management LLC 0.21% New 16,582 $312K
Brown Brothers Harriman & Co. 0.00% Add +48.8% 16,529 $311K
Caitong International Asset Management Co., Ltd 0.06% New 16,483 $310K
Pinnacle Financial Partners, Inc. 0.00% Add +1.0% 16,472 $310K
Cornerstone Wealth Group, LLC 0.02% Reduce -12.8% 15,578 $310K
Bayesian Capital Management, LP 0.38% Add +105.1% 16,411 $309K
Employees Retirement System of Texas 0.00% No change 16,068 $303K
Aprio Wealth Management, LLC 0.02% Add +14.9% 16,090 $303K
North Dakota State Investment Board 0.01% Reduce -15.0% 16,060 $302K
Illinois Municipal Retirement Fund 0.00% Reduce -64.6% 15,920 $300K
Aristeia Capital, L.L.C. 0.01% New 15,910 $300K
Modern Wealth Management, LLC 0.01% Reduce -0.9% 15,913 $298K
Osmosis Investment Management UK Ltd 0.01% Reduce -42.1% 15,747 $297K
Man Group plc 0.00% Reduce -93.3% 15,594 $294K
Guggenheim Capital LLC 0.00% Reduce -35.2% 15,569 $293K
Metis Global Partners, LLC 0.01% Reduce -10.8% 15,529 $292K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -12.8% 15,526 $292K
Mufg Securities Americas Inc. 0.02% Add +0.9% 15,251 $287K
E Fund Management Co., Ltd. 0.01% — 15,213 $286K
Kestra Advisory Services, LLC 0.00% Add +2.7% 15,163 $286K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% No change 15,150 $285K
HUB Investment Partners, LLC 0.01% Add +60.3% 15,091 $284K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 14,951 $282K
GTS Securities LLC 0.01% New 14,903 $281K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -3.1% 14,854 $280K
First Horizon Corp. 0.01% Add +5.3% 14,795 $279K
Chicago Partners Investment Group LLC 0.01% Reduce -23.7% 13,864 $277K
Squarepoint Ops LLC 0.00% Reduce -67.0% 14,651 $276K
Everhart Financial Group, Inc. 0.02% Reduce -13.4% 14,486 $273K
Ostrum Asset Management 0.02% Reduce -51.9% 14,398 $271K
Greenleaf Trust 0.00% Reduce -22.1% 14,177 $267K
Platform Technology Partners 0.05% Add +11.8% 14,147 $266K
D.A. Davidson & Co. 0.00% Add +5.1% 14,100 $266K
Boxwood Ventures, Inc. 0.28% New 14,023 $264K
L2 Asset Management, LLC 0.02% Reduce -84.0% 13,832 $260K
Leonteq Securities AG 0.02% Reduce -65.8% 13,587 $256K
Severin Investments, LLC 0.22% Add +42.7% 13,549 $255K
STRS Ohio 0.00% Reduce -0.1% 13,140 $247K
CWA Asset Management Group, LLC 0.01% Add +66.7% 13,054 $246K
Hanson & Doremus Investment Management 0.03% Reduce -5.4% 12,949 $244K
Oslo Pensjonsforsikring AS 0.04% — 12,955 $244K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.8% 12,918 $243K
Beacon Pointe Advisors, LLC 0.00% Add +32.6% 12,629 $238K
V-Square Quantitative Management LLC 0.03% Add +28.1% 12,628 $238K
Syon Capital LLC 0.01% Reduce -50.3% 12,497 $235K
CenterBook Partners LP 0.01% Reduce -14.5% 12,462 $235K
WINTON GROUP Ltd 0.01% New 12,126 $228K
Stifel Financial Corp. 0.00% Reduce -14.3% 11,983 $226K
Inscription Capital, LLC 0.02% Reduce -16.8% 11,860 $223K
Cibc World Market Inc. 0.00% Reduce -80.2% 11,790 $222K
Global Endowment Management, LP 0.02% Add +39.1% 11,715 $221K
Benchmark Financial Wealth Advisors, LLC 0.06% Reduce -5.1% 11,678 $220K
Cookson Peirce & Co. Inc. 0.01% Add +11.6% 11,640 $219K
Inceptionr LLC 0.05% New 11,353 $214K
Coldstream Capital Management Inc. 0.00% Reduce -2.9% 11,242 $212K
Personal Cfo Solutions, LLC 0.03% Add +34.9% 10,759 $203K
Keybank National Association 0.00% New 10,446 $197K
Intesa Sanpaolo S.p.A. 0.01% Reduce -26.9% 10,586 $196K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +140.8% 10,332 $195K
State of Wyoming 0.02% Add +15.7% 10,153 $191K
Advisors Capital Management, LLC 0.00% Reduce -1.4% 10,063 $189K
Cwm, LLC 0.00% Add +12.1% 9,874 $186K
Tema ETFs LLC 0.01% Add +0.5% 9,777 $184K
Quarry LP 0.04% Add +186.8% 9,460 $178K
New Age Alpha Advisors, LLC 0.01% Add +109.5% 9,366 $176K
Cresset Asset Management, LLC 0.00% Add +3.3% 9,245 $174K
Horizon Investments, LLC 0.00% Add +4.8% 9,110 $172K
Assetmark, Inc. 0.00% Reduce -21.4% 8,724 $164K
PeakShares LLC 0.15% Add +3.2% 8,672 $163K
Farther Finance Advisors, LLC 0.00% Add +103.9% 8,552 $160K
Parallel Advisors, LLC 0.00% Reduce -5.1% 8,288 $156K
Ascentis Wealth Management, LLC 0.03% Add +43.0% 8,223 $155K
Allworth Financial LP 0.00% Add +23.0% 7,907 $149K
Destiny Wealth Partners, LLC 0.02% New 7,767 $146K
Mather Group, Llc. 0.00% New 7,608 $143K
Siemens Fonds Invest GmbH 0.01% Add +7.5% 7,567 $142K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.1% 7,187 $135K
Kemnay Advisory Services Inc. 0.02% Add +39.5% 7,172 $135K
HM Payson & Co. 0.00% No change 7,100 $134K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 6,849 $129K
Canada Post Corp Registered Pension Plan 0.01% Reduce -48.4% 6,718 $127K
New Vernon Capital Holdings II LLC 0.09% New 6,516 $123K
South Dakota Investment Council 0.00% No change 6,200 $117K
Huntington National Bank 0.00% Add +16.6% 6,084 $115K
Exchange Traded Concepts, LLC 0.00% Reduce -20.8% 5,829 $110K
Deseret Mutual Benefit Administrators 0.04% Add +39.9% 5,818 $110K
Signaturefd, LLC 0.00% Add +39.1% 5,332 $100K
Capital Analysts, LLC 0.00% No change 5,288 $100K
FIL Ltd 0.00% Reduce -82.8% 5,297 $100K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.4% 4,968 $94K
Versant Capital Management, Inc 0.01% Reduce -64.9% 4,708 $89K
Investors Research Corp 0.02% No change 4,600 $87K
CENTRAL TRUST Co 0.00% Reduce -31.6% 4,415 $83K
CSS LLC 0.01% Reduce -77.4% 4,378 $82K
Atlas Capital Advisors Inc. 0.01% Reduce -77.6% 4,322 $81K
American National Bank & Trust 0.01% Add +780.9% 4,237 $80K
Innovative Asset Advisors Group, LLC 0.04% — 3,617 $68K
Steward Partners Investment Advisory, LLC 0.00% Add +128.8% 3,533 $67K
EverSource Wealth Advisors, LLC 0.00% Add +14.5% 3,376 $64K
Harbour Investments, Inc. 0.00% Add +40.0% 3,252 $61K
AdvisorNet Financial, Inc 0.00% No change 3,176 $60K
Heritage Wealth Advisors 0.00% No change 3,005 $57K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 3,000 $56K
Eastern Bank 0.00% Reduce -41.0% 2,881 $54K
Westpac Banking Corp. 0.00% Reduce -98.1% 2,865 $54K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.7% 2,775 $52K
Walleye Trading LLC 0.00% New 2,651 $50K
Larson Financial Group LLC 0.00% Add +11.2% 2,557 $48K
Quent Capital, LLC 0.00% Reduce -15.9% 2,518 $47K
Montag A & Associates Inc. 0.00% No change 2,400 $45K
Federated Hermes, Inc. 0.00% Reduce -94.3% 2,311 $44K
Weiss Asset Management LP 0.00% New 2,174 $41K
Curat Global, LLC 0.04% Reduce -63.3% 2,125 $40K
Salem Investment Counselors Inc. 0.00% New 2,098 $40K
UMB Bank, n.a. 0.00% Add +37.0% 2,074 $39K
Covestor Ltd 0.03% Reduce -37.9% 2,047 $39K
Dunhill Financial, LLC 0.01% Add +3.1% 2,011 $38K
Tsfg, LLC 0.01% No change 1,959 $37K
Cromwell Holdings LLC 0.02% Add +1.8% 1,801 $34K
WPG Advisers, LLC 0.02% Reduce -1.4% 1,793 $34K
NewEdge Advisors, LLC 0.00% Reduce -0.9% 1,685 $32K
Teachers Insurance & Annuity Association of America 0.04% No change 1,680 $32K
CYBER HORNET ETFs LLC 0.02% Reduce -5.2% 1,543 $29K
Basecamp Wealth Advisors LLC 0.01% Reduce -11.1% 1,423 $27K
TD Private Client Wealth LLC 0.00% Reduce -15.8% 1,295 $24K
Root Financial Partners, LLC 0.00% Reduce -52.0% 1,289 $24K
Parkside Financial Bank & Trust 0.00% Add +63.0% 1,237 $23K
CoreCap Advisors, LLC 0.00% No change 1,200 $23K
Ascentis Independent Advisors 0.00% New 1,190 $22K
Zions Bancorporation, National Association 0.00% Reduce -34.5% 1,175 $22K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1.4% 1,123 $22K
Truvestments Capital LLC 0.00% No change 1,128 $21K
Salomon & Ludwin, LLC 0.00% Add +86.0% 1,105 $21K
Acadian Asset Management LLC 0.00% New 1,069 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +600.0% 1,050 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -53.8% 1,028 $19K
Murphy & Mullick Capital Management Corp 0.01% Add +11111.1% 1,009 $19K
International Assets Investment Management, LLC 0.00% No change 1,004 $19K
Brown, Lisle/Cummings, Inc. 0.00% No change 976 $18K
Westend Capital Management, LLC 0.01% No change 951 $18K
Colonial Trust Co / SC 0.00% Reduce -0.1% 948 $18K
Elevation Wealth Partners, LLC 0.01% Add +28.9% 933 $18K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -26.6% 860 $16K
Silicon Valley Capital Partners 0.00% Add +0.6% 808 $15K
Pingora Partners LLC 0.01% No change 800 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -4.0% 772 $15K
Caldwell Trust Co 0.00% No change 740 $14K
Cornerstone Planning Group LLC 0.00% Add +34.0% 650 $13K
Whittier Trust Co. 0.00% No change 658 $13K
Islay Capital Management, LLC 0.01% New 670 $13K
Ancora Advisors LLC 0.00% Add +115.7% 645 $12K
Smartleaf Asset Management LLC 0.00% Add +0.5% 657 $12K
Ogorek Anthony Joseph /NY/ 0.00% Add +91.3% 681 $12K
Horizon Financial Services, LLC 0.01% Add +542.4% 636 $12K
Geneos Wealth Management Inc. 0.00% No change 621 $12K
Southern Michigan Bank & Trust 0.00% — 600 $11K
Costello Asset Management, INC 0.00% Add +100.0% 600 $11K
Generali Asset Management SPA SGR 0.00% No change 536 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 541 $10K
Capital Advisors, Ltd. LLC 0.00% Add +51.2% 552 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 524 $10K
Colonial Trust Advisors 0.00% No change 500 $9K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 496 $9K
Owl Creek Wealth Partners LLC 0.00% — 492 $9K
Raiffeisen Bank International AG 0.00% No change 505 $9K
Scarborough Advisors, LLC 0.00% New 462 $9K
Group One Trading LLC 0.00% New 455 $9K
Westfuller Advisors, LLC 0.00% Add +80.2% 454 $9K
Farmers & Merchants Investments Inc. 0.00% Add +14.5% 451 $8K
McMillan Office, Inc. 0.00% No change 450 $8K
Quadrant Capital Group LLC 0.00% Reduce -96.6% 404 $8K
Pinnacle Bancorp, Inc. 0.00% Reduce -17.0% 381 $7K
McIlrath & Eck, LLC 0.00% No change 381 $7K
Transamerica Financial Advisors, LLC 0.00% Add +87.2% 380 $7K
Trust Co. of Toledo NA 0.00% No change 374 $7K
Signature Resources Capital Management, LLC 0.00% No change 370 $7K
Bartlett & Co. Wealth Management LLC 0.00% New 342 $7K
Bullock Wealth Management Group 0.00% Add +0.7% 311 $6K
True Wealth Design, LLC 0.00% Reduce -58.0% 307 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +3.7% 283 $5K
Rossby Financial, LCC 0.00% Add +166.3% 277 $5K
Fortitude Family Office, LLC 0.00% Reduce -8.9% 267 $5K
S&T Bank 0.00% Add +457.8% 251 $5K
MV Capital Management, Inc. 0.00% Add +46.7% 245 $5K
C M Bidwell & Associates Ltd. 0.00% No change 223 $4K
Keating Financial Advisory Services, Inc. 0.00% Reduce -71.1% 215 $4K
Clearstead Advisors, LLC 0.00% Reduce -90.6% 213 $4K
GW&K Investment Management, LLC 0.00% Add +8.0% 215 $4K
Elequin Capital, LP 0.00% New 211 $4K
Private Wealth Management Group, LLC 0.00% Add +6866.7% 209 $4K
Harbor Asset Planning, Inc. 0.00% No change 208 $4K
High Note Wealth, LLC 0.00% No change 206 $4K
Grove Bank & Trust 0.00% Add +56.5% 205 $4K
Strategic Investment Solutions, Inc. 0.00% No change 200 $4K
Marquette Asset Management, LLC 0.00% Add +75.9% 197 $4K
Rothschild Investment LLC 0.00% Reduce -44.1% 193 $4K
First Pacific Financial 0.00% New 187 $4K
J.Safra Asset Management Corp 0.00% New 165 $3K
MidFirst Bank 0.00% New 159 $3K
CVA Family Office, LLC 0.00% New 158 $3K
Cassaday & Co Wealth Management LLC 0.00% New 149 $3K
Anfield Capital Management, LLC 0.00% Reduce -65.5% 145 $3K
Kilter Group LLC 0.00% Add +1033.3% 136 $3K
Bell Investment Advisors, Inc 0.00% Reduce -17.8% 120 $2K
Blueline Advisors LLC 0.00% No change 116 $2K
SJS Investment Consulting Inc. 0.00% Reduce -10.7% 108 $2K
Merrithew & Thorsten Inc 0.00% Add +0.7% 143 $2K
Avion Wealth 0.00% Add +552.6% 124 $2K
Signature Equity Partners, LLC 0.00% New 106 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -72.5% 106 $2K
DT Investment Partners, LLC 0.00% No change 106 $2K
Spire Wealth Management 0.00% Reduce -39.0% 103 $2K
Cornerstone Financial Management LLC 0.00% Add +108.2% 102 $2K
Key Capital Management, INC 0.00% New 100 $2K
City State Bank 0.00% No change 100 $2K
Chilton Capital Management LLC 0.00% New 100 $2K
Abound Wealth Management 0.00% No change 97 $2K
Summit Securities Group LLC 0.00% Reduce -89.1% 91 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.5% 87 $2K
Private Trust Co. NA 0.00% Reduce -25.7% 84 $2K
SHP Wealth Management 0.00% Add +24.2% 82 $2K
Bogart Wealth, LLC 0.00% Add +66.0% 78 $1K
Rialto Wealth Management, LLC 0.00% Add +46.1% 76 $1K
TD Capital Management LLC 0.00% No change 74 $1K
Clark Wealth Partners 0.00% New 74 $1K
Aspect Partners, LLC 0.00% No change 59 $1K
TopTier Wealth Management, LLC 0.00% New 59 $1K
Manchester Capital Management LLC 0.00% Reduce -18.3% 58 $1K
Ares Financial Consulting, LLC 0.00% Add +1.8% 58 $1K
Smithfield Trust Co 0.00% No change 34 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -74.2% 42 $1K
Aventura Private Wealth, LLC 0.00% Reduce -15.9% 53 $998
Investors Portfolio Services LLC 0.00% New 43 $990
Raffa Wealth Management, LLC 0.00% Add +13.0% 52 $979
Nvwm, LLC 0.00% Add +44.1% 49 $923
Johnson Financial Group, Inc. 0.00% No change 45 $848
Bay Harbor Wealth Management, LLC 0.00% Reduce -34.9% 43 $809
Intentional Wealth Strategies, LLC 0.00% — 42 $791
Synergy Investment Management, LLC 0.00% New 42 $791
Sachetta, LLC 0.00% Reduce -27.3% 40 $754
Whipplewood Advisors, LLC 0.00% New 38 $716
First Command Advisory Services, Inc. 0.00% No change 35 $659
Clayton Financial Group LLC 0.00% No change 34 $641
Torren Management, LLC 0.00% Reduce -90.6% 34 $640
Leo H. Evart, Inc. 0.00% — 33 $621
Bruce G. Allen Investments, LLC 0.00% Reduce -90.9% 32 $603
Elevated Capital Advisors, LLC 0.00% No change 32 $603
Strategic Wealth Partners, Ltd. 0.00% New 32 $594
Wolff Wiese Magana LLC 0.00% New 30 $565
Rakuten Securities, Inc. 0.00% No change 30 $565
Prosperity Bancshares Inc 0.00% No change 29 $546
Wealth Enhancement Trust Services, Inc. 0.00% No change 29 $546
Quaker Wealth Management, LLC 0.00% Add +33.3% 28 $528
American Capital Advisory, LLC 0.00% Add +3.7% 28 $528
Principia Wealth Advisory, LLC 0.00% Add +8.3% 26 $490
Breakwater Investment Management 0.00% New 24 $452
Essential Partners LLC 0.00% New 23 $433
Accordant Advisory Group Inc 0.00% New 21 $396
Prestige Wealth Management Group LLC 0.00% No change 21 $396
1015 Capital Partners, LLC 0.00% Reduce -50.0% 19 $358
Beaird Harris Wealth Management, LLC 0.00% No change 17 $321
Vermillion Wealth Management, Inc. 0.00% New 17 $320
Portus Wealth Advisors, LLC 0.00% New 15 $282
Seneschal Advisors, LLC 0.00% Reduce -17.6% 14 $264
Atlantic Union Bankshares Corp 0.00% New 12 $226
Creative Financial Designs Inc. 0.00% New 11 $207
WestEnd Advisors, LLC 0.00% No change 9 $169
Bayban 0.00% Reduce -90.4% 8 $151
HFM Investment Advisors, LLC 0.00% Reduce -80.6% 7 $132
Hughes Financial Services, LLC 0.00% Add +16.7% 7 $132
SouthState Bank Corp 0.00% No change 5 $95
Arcadia Investment Management Corp. 0.00% No change 5 $95

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