Gen DigitalGEN

13F holders, Q2 2026 (June 30)
686holders +14
101new positions
91sold out
9famous investors
$24.86avg. 13F price*

At the end of Q2 2026, 686 institutions reported holding Gen Digital Inc. (GEN) in their 13F filings, up 14 from Q1 2026. 101 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($1.3B), FMR LLC ($1.2B) and Vanguard Capital Management LLC ($887.9M). 9 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions101$78.6M
Exits91$461.0M

All 13F filers, Q1 2026 → Q2 2026: 59,064,572 shares bought and 50,030,936 shares sold, net +9,033,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 686 holders

BlackRock, Inc. 0.02% Add +0.9% 53,447,940 $1.3B
FMR LLC 0.05% Add +3.5% 46,348,313 $1.2B
Vanguard Capital Management LLC 0.02% Add +0.2% 35,673,604 $887.9M
State Street Corp. 0.02% Add +5.9% 31,242,349 $777.6M
Vanguard Portfolio Management LLC 0.03% Reduce -3.0% 30,421,154 $757.2M
Ameriprise Financial Inc. 0.14% Add +39.0% 27,725,433 $690.3M
Boston Partners 0.46% Add +38.8% 20,667,093 $514.5M
Geode Capital Management, LLC 0.02% Add +1.5% 15,794,204 $391.8M
First Trust Advisors LP 0.23% Add +4.5% 15,479,704 $385.3M
Arrowstreet Capital, Limited Partnership 0.15% Add +2.7% 13,452,254 $334.8M
Invesco Ltd. 0.03% Reduce -3.3% 13,084,850 $325.7M
LSV Asset Management 0.45% Add +12.4% 9,993,371 $248.7M
Legal & General Group Plc 0.05% Add +3.3% 9,046,545 $225.2M
Morgan Stanley 0.01% Add +9.8% 8,342,317 $207.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -0.5% 8,155,355 $203.0M
Lyrical Asset Management LP 2.52% Add +0.2% 7,983,428 $198.7M
Dimensional Fund Advisors LP 0.03% Add +15.2% 7,037,704 $175.2M
Norges Bank 0.02% — 6,398,371 $159.3M
Northern Trust Corp. 0.02% Add +5.8% 6,216,023 $154.7M
Deutsche Bank AG 0.04% Add +9.2% 5,891,498 $146.6M
Beutel, Goodman & Co Ltd. 1.05% Reduce -44.7% 5,745,414 $143.0M
Nuveen, LLC 0.03% Reduce -22.7% 5,650,237 $140.6M
Neuberger Berman Group LLC 0.08% Reduce -5.0% 5,079,239 $126.4M
Gotham Asset Management 0.26% Add +204.6% 4,458,996 $111.0M
Victory Capital Management Inc. 0.06% Add +633.5% 4,415,924 $109.9M
Bank of New York Mellon Corp 0.02% Reduce -11.1% 4,356,008 $108.4M
Los Angeles Capital Management LLC 0.40% Add +232.7% 4,350,084 $108.3M
KBC Group NV 0.22% Add +180.8% 4,070,600 $101.3M
Charles Schwab Investment Management Inc. 0.01% Add +5.5% 3,892,450 $96.9M
Pacer Advisors, Inc. 0.25% Add +10.6% 3,889,773 $96.8M
Penserra Capital Management LLC 0.73% Add +10.0% 3,840,480 $95.6M
JPMorgan Chase & Co. 0.01% Reduce -0.1% 3,590,873 $90.6M
UBS Group AG 0.01% Add +7.2% 3,361,539 $83.7M
Amundi 0.02% Reduce -19.9% 3,325,613 $82.8M
Vinva Investment Management Ltd 0.53% Add +228.9% 3,155,454 $79.1M
Vanguard Fiduciary Trust Co. 0.02% Reduce -0.2% 3,093,472 $77.0M
Sei Investments Co. 0.07% Add +17.7% 3,013,178 $75.0M
Goldman Sachs Group Inc. 0.01% Add +9.0% 3,004,775 $74.8M
Bank of America Corp. 0.00% Reduce -2.7% 2,491,103 $62.0M
Citadel Advisors 0.03% Reduce -33.7% 2,284,559 $56.9M
Robeco Institutional Asset Management B.V. 0.07% Add +2.4% 2,201,113 $54.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +5.1% 2,195,893 $54.7M
Todd Asset Management LLC 0.96% Add +42.0% 2,177,402 $54.2M
Triodos Investment Management BV 3.07% Add +14.7% 2,030,038 $50.5M
Worldquant Millennium Advisors LLC 0.17% Add +310.1% 2,010,162 $50.0M
Bank of Montreal 0.02% Add +14.3% 1,980,953 $49.3M
Prudential Financial Inc. 0.05% Add +4.7% 1,855,571 $46.2M
PFA Pension, Forsikringsaktieselskab 0.11% Add +1027.2% 1,795,703 $44.7M
Alliancebernstein L.P. 0.01% Reduce -0.5% 2,342,113 $44.1M
Quantinno Capital Management LP 0.05% Add +114.5% 1,611,826 $40.1M
Alberta Investment Management Corp 0.25% Reduce -13.3% 1,550,000 $38.6M
Teachers Retirement System of the State of Kentucky 0.26% Add +41.1% 1,527,587 $38.0M
Swiss National Bank 0.02% Reduce -2.7% 1,497,175 $37.3M
Raymond James Financial Inc. 0.01% Reduce -1.2% 1,369,949 $34.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +9.2% 1,361,713 $33.9M
HSBC Holdings PLC 0.02% Add +49.4% 1,324,155 $33.0M
Railway Pension Investments Ltd 0.41% Add +98.6% 1,320,600 $32.9M
Vanguard Global Advisers, LLC 0.01% Reduce -0.3% 1,231,485 $30.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.2% 1,227,444 $30.6M
AustralianSuper Pty Ltd 0.13% Add +395.2% 1,223,513 $30.5M
Wells Fargo & Company 0.01% Add +12.1% 1,220,022 $30.4M
ExodusPoint Capital Management, LP 0.28% Add +289.9% 1,214,426 $30.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +12.4% 1,202,483 $29.9M
Barclays PLC 0.01% Reduce -32.1% 1,148,196 $28.6M
California Public Employees Retirement System 0.02% Reduce -18.8% 1,141,555 $28.4M
Rhumbline Advisers 0.02% Reduce -3.6% 1,126,327 $28.0M
BNP Paribas Financial Markets 0.01% Reduce -7.9% 1,071,222 $26.7M
Pictet Asset Management Holding SA 0.03% Reduce -80.0% 1,052,910 $26.2M
Assenagon Asset Management S.A. 0.03% New 1,041,384 $25.9M
SEB Asset Management AB 0.09% Reduce -2.4% 1,010,157 $25.1M
Wellington Management Group LLP 0.00% Add +105.1% 934,617 $23.3M
Storebrand Asset Management As 0.06% Add +13.7% 924,725 $23.0M
Citigroup Inc. 0.01% Reduce -8.8% 915,210 $22.8M
Allianz Asset Management GmbH 0.02% Add +2246.9% 872,050 $21.7M
Treasurer of the State of North Carolina 0.05% Reduce -6.7% 798,493 $19.9M
T. Rowe Price Associates Inc. 0.00% Reduce -49.1% 795,486 $19.8M
Swedbank AB 0.02% Reduce -0.2% 757,728 $18.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -0.8% 744,896 $18.5M
California State Teachers Retirement System 0.02% Reduce -15.6% 732,078 $18.2M
Jupiter Topco LLC 0.01% — 725,522 $18.1M
Royal Bank of Canada 0.00% Reduce -16.0% 708,133 $17.6M
Principal Financial Group Inc. 0.01% Reduce -2.2% 654,652 $16.3M
AQR Capital Management 0.01% Add +36.7% 646,124 $16.1M
Asset Management One Co., Ltd. 0.04% Add +1.1% 644,720 $16.0M
Federation des caisses Desjardins du Quebec 0.05% Add +296.4% 631,734 $15.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +28.1% 626,129 $15.6M
Invenomic Capital Management LP 0.91% Add +132.1% 610,309 $15.2M
Danske Bank A/S 0.03% Add +188.2% 598,752 $14.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -15.4% 594,353 $14.8M
ABN AMRO Bank N.V. 0.19% Reduce -0.9% 576,616 $14.4M
Achmea Investment Management B.V. 0.33% Reduce -5.6% 528,861 $13.2M
Natixis Advisors, LLC 0.01% Add +40.7% 518,273 $12.9M
New York State Teachers Retirement System 0.02% Add +1.7% 511,076 $12.7M
Empowered Funds, LLC 0.07% Reduce -15.7% 510,452 $12.7M
LBP Am SA 0.13% Add +22.9% 497,836 $12.4M
APG Asset Management N.V. 0.03% Add +9.7% 568,314 $12.4M
Adage Capital Partners Gp, L.L.C. 0.02% Add +68.4% 491,217 $12.2M
Mediolanum International Funds Ltd 0.10% Add +25.1% 484,876 $12.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -1.5% 474,741 $11.8M
Permit Capital, LLC 3.09% Add +18.3% 443,494 $11.0M
Aviva PLC 0.02% Add +2.6% 439,784 $10.9M
SG Americas Securities, LLC 0.01% Reduce -51.8% 439,033 $10.9M
Millennium Management 0.01% Reduce -70.8% 434,914 $10.8M
CANADA LIFE ASSURANCE Co 0.02% Reduce -32.0% 430,971 $10.7M
Russell Investments Group, Ltd. 0.01% Add +14.7% 422,758 $10.5M
Crawford Investment Counsel Inc. 0.18% Add +2.4% 421,949 $10.5M
Two Sigma Investments, LP 0.01% Reduce -22.1% 416,904 $10.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +8.4% 412,231 $10.3M
GMO 0.02% New 400,898 $10.0M
Aberdeen Group plc 0.01% Add +1.3% 400,207 $10.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -17.1% 385,040 $9.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.17% Add +3.7% 373,664 $9.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.1% 361,310 $9.0M
State of Wisconsin Investment Board 0.02% Reduce -44.6% 348,608 $8.7M
Schroder Investment Management Group 0.01% Add +1005.6% 339,198 $8.5M
Wedge Capital Management L L P 0.14% Add +27.4% 334,073 $8.3M
Nomura Asset Management International Inc. 0.01% Add +262.0% 329,029 $8.2M
New York State Common Retirement Fund 0.01% Reduce -3.3% 325,095 $8.1M
Prudential PLC 0.05% Add +138.0% 289,911 $7.2M
Acadian Asset Management LLC 0.01% Add +26492.6% 284,275 $7.1M
TD Waterhouse Canada Inc. 0.02% Reduce -30.1% 266,947 $7.0M
Jones Financial Companies LLLP 0.00% Add +70.8% 284,310 $7.0M
Erste Asset Management GmbH 0.05% Reduce -1.7% 273,776 $6.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.32% Add +9.0% 273,839 $6.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.5% 272,329 $6.8M
Vanguard Investments Australia, Ltd. 0.02% Add +2.2% 269,481 $6.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.0% 266,151 $6.6M
National Pension Service 0.00% Add +254.6% 257,971 $6.4M
Natixis 0.03% Add +706.5% 252,450 $6.3M
Police & Firemen's Retirement System of New Jersey 0.05% Add +4.1% 245,129 $6.1M
Dakota Wealth Management 0.12% Add +143.8% 244,408 $6.1M
Ruffer LLP 0.20% Reduce -8.5% 228,498 $5.7M
Man Group plc 0.01% Add +1352.4% 226,487 $5.6M
Lifeworks Advisors, LLC 0.59% Reduce -3.5% 226,105 $5.6M
Royal London Asset Management Ltd. 0.01% Reduce -7.2% 225,446 $5.6M
Toronto Dominion Bank 0.01% Reduce -7.3% 222,052 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -5.4% 218,576 $5.4M
Sound Income Strategies, LLC 0.24% Add +1.6% 216,095 $5.4M
Mubadala Investment Co PJSC 0.02% Add +29.8% 214,238 $5.3M
KLP Kapitalforvaltning As 0.02% Add +1.9% 209,369 $5.2M
Nomura Asset Management Co. Ltd. 0.01% Add +13.4% 205,090 $5.1M
National Bank of Canada 0.00% Add +4.9% 204,329 $5.1M
CIBC Bancorp USA Inc. 0.01% Reduce -23.7% 201,873 $5.0M
Resona Asset Management Co.,Ltd. 0.02% Reduce -8.4% 200,003 $5.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.32% Add +4.8% 198,558 $4.9M
Kendall Capital Management 0.82% Reduce -2.9% 197,625 $4.9M
Fifth Third Bancorp 0.01% Add +19.7% 195,103 $4.9M
DekaBank Deutsche Girozentrale 0.01% No change 250,304 $4.7M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -4.3% 186,155 $4.6M
Rafferty Asset Management, LLC 0.01% Add +40.5% 182,616 $4.5M
State of Michigan Retirement System 0.02% Reduce -1.7% 174,575 $4.3M
Pinebridge Investments LLC 0.04% Reduce -22.8% 172,827 $4.3M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -7.4% 171,771 $4.3M
Martin & Co. Inc. 0.65% Add +0.5% 168,213 $4.2M
Elevation Point Wealth Partners, LLC 0.08% Reduce -7.3% 168,053 $4.2M
Handelsbanken Fonder AB 0.01% Add +26.9% 167,200 $4.2M
TD Asset Management Inc 0.00% Reduce -74.4% 165,661 $4.1M
Gabelli Funds LLC 0.03% No change 165,548 $4.1M
LPL Financial LLC 0.00% Add +22.9% 165,131 $4.1M
Teacher Retirement System of Texas 0.01% New 163,238 $4.1M
Corient Private Wealth LP 0.01% Add +8.3% 162,997 $4.1M
Korea Investment CORP 0.01% Reduce -69.7% 159,789 $4.0M
Czech National Bank 0.02% Add +4.5% 156,880 $3.9M
Creative Planning 0.00% Add +67.7% 155,861 $3.9M
ProShare Advisors LLC 0.01% Add +0.8% 155,608 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -3.9% 153,654 $3.8M
Iridian Asset Management LLC 1.30% Reduce -19.6% 152,306 $3.8M
Arizona State Retirement System 0.02% Add +6.7% 151,945 $3.8M
IFM Investors Pty Ltd 0.03% Add +7.4% 151,648 $3.8M
State of New Jersey Common Pension Fund D 0.01% Add +0.5% 147,572 $3.7M
Abacus FCF Advisors LLC 0.67% New 147,286 $3.7M
Artemis Investment Management LLP 0.03% Add +3.8% 143,047 $3.6M
Franklin Resources Inc. 0.00% Reduce -15.5% 143,014 $3.6M
Freestone Grove Partners LP 0.02% New 142,733 $3.6M
New York Life Investment Management LLC 0.02% Reduce -0.6% 140,948 $3.5M
Diversified Trust Co. 0.05% Reduce -33.2% 137,113 $3.4M
PNC Financial Services Group, Inc. 0.00% Add +59.2% 132,695 $3.3M
Janney Montgomery Scott LLC 0.01% Add +642.0% 131,662 $3.3M
CIBC Asset Management Inc 0.01% Reduce -2.3% 131,164 $3.3M
Entropy Technologies, LP 0.13% Reduce -19.5% 130,769 $3.3M
MetLife Investment Management, LLC 0.01% Reduce -2.7% 127,867 $3.2M
Truist Financial Corp. 0.00% Add +37.0% 126,210 $3.1M
Mutual of America Capital Management LLC 0.03% Add +28.7% 123,011 $3.1M
Paralel Advisors LLC 0.12% Add +21.7% 122,671 $3.1M
Banque Cantonale Vaudoise 0.13% Add +10.9% 122,526 $3.0M
Focus Partners Wealth 0.00% Reduce -70.7% 121,999 $3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.2% 121,735 $3.0M
Woodline Partners LP 0.01% Reduce -23.1% 119,086 $3.0M
Hixon Zuercher, LLC 0.86% Reduce -7.0% 118,159 $2.9M
GAMCO Investors 0.03% Add +2.8% 116,721 $2.9M
Retirement Systems of Alabama 0.01% Reduce -1.1% 115,785 $2.9M
Swiss Life Asset Management Ltd 0.01% Add +40.3% 113,900 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -4.0% 112,972 $2.8M
DNB Asset Management AS 0.01% Reduce -1.1% 112,496 $2.8M
Elo Mutual Pension Insurance Co 0.04% Reduce -23.1% 111,199 $2.8M
Xponance LLC 0.02% Reduce -0.1% 109,776 $2.7M
Macquarie Group Ltd. 0.01% Add +8.9% 109,583 $2.7M
Voya Investment Management LLC 0.00% Reduce -1.1% 109,313 $2.7M
Summit Trail Advisors, LLC 0.03% Add +88.5% 107,083 $2.7M
Fort Point Capital Partners LLC 0.28% Reduce -0.2% 106,926 $2.7M
Nykredit A/S 0.01% — 106,381 $2.6M
State of Tennessee, Department of Treasury 0.01% Add +51.8% 106,068 $2.6M
Dynamic Technology Lab Private Ltd 0.59% Add +182.1% 106,068 $2.6M
Candriam S.C.A. 0.01% Add +7.8% 105,016 $2.6M
Landscape Capital Management, L.L.C. 0.17% New 103,131 $2.6M
Public Sector Pension Investment Board 0.01% Add +0.0% 101,536 $2.5M
Main Management ETF Advisors, LLC 0.08% Add +2.5% 100,449 $2.5M
Alight Capital Management LP 0.40% New 100,000 $2.5M
Cohen Klingenstein LLC 0.07% No change 98,600 $2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +851.5% 98,306 $2.4M
Crossmark Global Holdings, Inc. 0.03% Reduce -44.3% 98,156 $2.4M
Capital Fund Management S.A. 0.02% Reduce -79.8% 98,061 $2.4M
Daiwa Securities Group Inc. 0.01% Add +6.6% 97,365 $2.4M
Amalgamated Bank 0.02% Reduce -7.9% 95,745 $2.4M
Heritage Trust Co 0.20% Add +105.9% 95,006 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +86.9% 94,543 $2.4M
Convergence Financial, LLC 0.18% Add +133.8% 92,474 $2.3M
Baird Financial Group, Inc. 0.00% Add +6.1% 91,109 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -60.5% 90,987 $2.3M
NEOS Investment Management LLC 0.01% Reduce -2.1% 90,547 $2.3M
Point72 Asset Management 0.00% Reduce -65.8% 89,883 $2.2M
Rakuten Investment Management, Inc. 0.01% Add +10.5% 88,928 $2.2M
Picton Mahoney Asset Management 0.02% Add +8.0% 89,196 $2.2M
Vest Financial, LLC 0.02% Add +51.5% 88,749 $2.2M
UniSuper Management Pty Ltd 0.01% Reduce -38.7% 86,696 $2.2M
Utah Retirement Systems 0.02% Reduce -9.0% 81,831 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.9% 80,575 $2.0M
Tidal Investments LLC 0.00% Reduce -34.4% 79,690 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +9.9% 79,416 $2.0M
Long Road Investment Counsel, LLC 0.70% No change 76,425 $1.9M
Impax Asset Management Group plc 0.01% No change 76,303 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +19.6% 74,962 $1.9M
Ensign Peak Advisors, Inc 0.00% Add +25.6% 74,837 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +78.7% 69,156 $1.8M
Highbridge Capital Management LLC 0.12% New 71,418 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +2.8% 71,163 $1.8M
Nisa Investment Advisors, LLC 0.01% Add +2.3% 70,486 $1.8M
Coastal Bridge Advisors, LLC 0.11% Add +5.9% 69,628 $1.7M
Ethic Inc. 0.02% Reduce -25.4% 68,623 $1.7M
Oregon Public Employees Retirement Fund 0.02% Add +7.3% 67,722 $1.7M
Aurora Investment Counsel 0.85% Reduce -5.4% 66,099 $1.6M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 65,638 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -22.2% 62,593 $1.6M
Bonness Enterprises Inc. 0.50% Add +21.4% 62,500 $1.6M
Cetera Investment Advisers 0.00% Add +24.6% 62,169 $1.5M
Mariner, LLC 0.00% New 61,486 $1.5M
Board of the Pension Protection Fund 1.45% Reduce -16.8% 61,400 $1.5M
OP Asset Management Ltd 0.02% Add +17.8% 61,008 $1.5M
Campbell & CO Investment Adviser LLC 0.08% New 59,899 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -2.8% 59,777 $1.5M
Nordea Investment Management AB 0.00% Add +3.1% 60,121 $1.5M
Ellis Investment Partners, LLC 0.22% Add +24.9% 59,212 $1.5M
Alps Advisors Inc. 0.01% Reduce -7.2% 56,819 $1.4M
OmniStar Financial Group, Inc. 0.64% Add +10.1% 56,210 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +239.7% 56,154 $1.4M
Van Eck Associates Corp. 0.00% Add +101.3% 55,348 $1.4M
Y.D. More Investments Ltd 0.04% Add +11.3% 55,154 $1.4M
Prospera Financial Services Inc 0.02% Add +57.0% 54,595 $1.4M
State of Alaska, Department of Revenue 0.01% Add +0.6% 54,003 $1.3M
Public Employees Retirement Association of Colorado 0.00% No change 53,665 $1.3M
Glenmede Trust Co. NA 0.01% Add +3.3% 52,723 $1.3M
Fox Run Management, L.L.C. 0.21% Reduce -0.1% 51,544 $1.3M
Bank of Nova Scotia 0.00% Reduce -39.1% 51,471 $1.3M
Plato Investment Management Ltd 0.07% Add +46.7% 51,188 $1.3M
Foster & Motley Inc. 0.06% Reduce -14.8% 48,376 $1.2M
Redwood Investment Management, LLC 0.12% New 46,846 $1.2M
Allstate Corp. 0.01% Reduce -67.2% 46,433 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -9.6% 45,708 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -14.3% 45,464 $1.1M
Mizuho Securities USA LLC 0.02% Add +29.5% 43,149 $1.1M
Bessemer Group Inc. 0.00% Add +17.3% 42,117 $1.1M
Greenwood Capital Associates LLC 0.10% New 42,076 $1.0M
Callan Family Office, LLC 0.02% Add +7.2% 41,725 $1.0M
Credit Agricole S A 0.00% Add +103.4% 41,695 $1.0M
Pathstone Holdings, LLC 0.00% Add +9.6% 41,682 $1.0M
American Century Companies Inc. 0.00% No change 41,320 $1.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.06% No change 41,082 $1.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Add +167.0% 40,453 $1.0M
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 40,000 $996K
Waterloo Capital, L.P. 0.06% Add +51.8% 39,828 $991K
Gulf International Bank (UK) Ltd 0.02% Reduce -1.4% 39,800 $990K
D. E. Shaw & Co. 0.00% Reduce -97.8% 39,164 $975K
Captrust Financial Advisors 0.00% Reduce -2.0% 39,013 $971K
Bokf, NA 0.01% Reduce -3.6% 39,011 $971K
Wealthfront Advisers LLC 0.00% Add +53.5% 38,785 $965K
O'shaughnessy Asset Management, LLC 0.00% Add +3.4% 38,010 $946K
Horizon Investments, LLC 0.01% Add +0.9% 9,195 $940K
Saudi Central Bank 0.01% Add +91.7% 37,096 $923K
Norinchukin Bank, The 0.01% No change 36,361 $905K
Paradigm Capital Management Inc. 0.02% No change 36,000 $896K
Eurizon Capital SGR S.p.A. 0.00% Reduce -52.3% 35,880 $894K
Nomura Holdings Inc. 0.00% Add +45.5% 35,905 $894K
GAMMA Investing LLC 0.03% Add +75.0% 34,867 $868K
Legacy Capital Group California, Inc. 0.26% Reduce -2.1% 34,787 $866K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.5% 34,458 $858K
Commerce Bank 0.00% Add +5.1% 34,405 $856K
Hillsdale Investment Management Inc. 0.02% Add +16.0% 34,340 $855K
J. Safra Sarasin Holding AG 0.01% Reduce -1.4% 37,083 $849K
Investment Management Corp of Ontario 0.01% Reduce -9.9% 33,826 $842K
Gallacher Capital Management LLC 0.47% New 33,568 $835K
Quadrant Capital Group LLC 0.02% Add +8048.3% 32,919 $819K
Alan B Lancz & Associates, Inc. 0.71% No change 32,900 $819K
Commonwealth Equity Services, LLC 0.00% Reduce -26.3% 32,274 $803K
CSM Advisors, LLC 0.02% Add +2.7% 31,548 $785K
Allspring Global Investments Holdings, LLC 0.00% Add +15.3% 29,386 $767K
FIL Ltd 0.00% Add +481.0% 30,777 $766K
Brown Advisory Inc. 0.00% Reduce -36.0% 30,763 $766K
Twin Capital Management Inc. 0.08% Reduce -42.4% 30,444 $758K
Frec Markets, Inc. 0.07% New 30,443 $758K
Hartford Investment Management Co. 0.02% Reduce -5.8% 30,383 $756K
VARCOV Co. 0.28% New 29,807 $742K
Eagle Harbor Asset Management Inc. 0.58% Add +3.0% 29,490 $734K
Gateway Investment Advisers LLC 0.01% New 29,265 $728K
Advisory Alpha, LLC 0.02% Add +45.9% 28,992 $722K
Syon Capital LLC 0.03% Add +128.1% 28,499 $709K
Abn Amro Investment Solutions 0.01% Add +18.4% 28,483 $709K
Louisiana State Employees Retirement System 0.01% Add +0.4% 28,200 $702K
Mackenzie Financial Corp. 0.00% Reduce -11.1% 28,102 $699K
denkapparat Operations GmbH 0.23% New 27,994 $697K
&partners 0.00% Add +0.8% 27,724 $691K
Globeflex Capital L P 0.09% Reduce -2.8% 27,700 $689K
New Mexico Educational Retirement Board 0.02% Add +7.9% 27,397 $682K
US Bancorp \de 0.00% Reduce -25.4% 27,015 $672K
Daiichi Life Insurance Co., Ltd. 0.02% No change 26,904 $670K
Maryland State Retirement & Pension System 0.01% No change 26,818 $668K
Squarepoint Ops LLC 0.00% Add +78.8% 26,189 $652K
Lanark Financial, Inc. 0.04% Add +29.6% 25,602 $637K
Generali Asset Management SPA SGR 0.01% Add +4567.9% 25,020 $623K
Cerity Partners LLC 0.00% New 24,995 $622K
Merit Financial Group, LLC 0.00% Add +46.7% 24,747 $616K
Spirit of America Management Corp. 0.12% No change 24,700 $615K
MAI Capital Management 0.00% Add +0.2% 24,529 $611K
Hantz Financial Services, Inc. 0.01% Reduce -19.9% 24,389 $607K
First Manhattan Co. Llc. 0.00% No change 24,200 $602K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.17% Add +12.8% 23,850 $594K
Arax Advisory Partners 0.00% New 23,605 $588K
IFP Advisors, Inc 0.01% Reduce -5.6% 23,527 $586K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +6.1% 23,486 $585K
Meeder Advisory Services, Inc. 0.02% Add +26.6% 23,473 $584K
Naples Global Advisors, LLC 0.04% Reduce -1.3% 23,391 $582K
Sequoia Financial Advisors, LLC 0.00% Add +0.7% 23,001 $572K
CX Institutional 0.02% Add +33.0% 22,905 $570K
Schonfeld Strategic Advisors LLC 0.00% Reduce -78.5% 22,861 $569K
Forza Wealth Management, LLC 0.17% Reduce -3.0% 22,489 $560K
Chicago Partners Investment Group LLC 0.01% Add +60.6% 22,262 $558K
Vestcor Inc 0.01% No change 22,129 $551K
Evergreen Capital Management LLC 0.01% New 21,846 $544K
New Age Alpha Advisors, LLC 0.02% Add +133.0% 21,822 $543K
Aristeia Capital, L.L.C. 0.02% Add +36.1% 21,654 $539K
MUFG Securities EMEA plc 0.01% Reduce -4.5% 21,582 $537K
Siemens Fonds Invest GmbH 0.03% Add +183.2% 21,426 $533K
Watershed Asset Management, L.L.C. 0.48% Reduce -5.3% 21,418 $533K
Thrivent Financial for Lutherans 0.00% Reduce -36.5% 21,281 $530K
L2 Asset Management, LLC 0.05% Add +53.3% 21,206 $528K
Stifel Financial Corp. 0.00% Add +76.6% 21,167 $527K
United Capital Financial Advisors, LLC 0.00% Reduce -30.4% 21,004 $523K
M&T Bank Corp 0.00% Add +20.4% 20,794 $517K
OMERS ADMINISTRATION Corp 0.00% No change 20,567 $512K
Empirical Finance, LLC 0.02% Add +3.4% 20,252 $504K
Intech Investment Management LLC 0.00% Reduce -77.7% 20,021 $498K
Rockefeller Capital Management L.P. 0.00% Reduce -4.5% 19,769 $492K
HB Wealth Management, LLC 0.00% Add +11.1% 19,724 $491K
Fulcrum Asset Management LLP 0.05% New 19,202 $481K
Everhart Financial Group, Inc. 0.03% Add +31.0% 18,972 $472K
Marex Group Ltd 0.00% New 18,876 $470K
HighTower Advisors, LLC 0.00% Reduce -32.9% 18,836 $469K
Praxis Investment Management Inc. 0.02% No change 18,820 $468K
Canada Pension Plan Investment Board 0.00% New 18,600 $463K
E. Ohman J:or Asset Management AB 0.01% No change 18,450 $459K
Nations Financial Group Inc, /Ia/ 0.02% Add +18.5% 18,397 $458K
Fideuram Asset Management (Ireland) dac 0.01% New 19,432 $452K
Blue Trust, Inc. 0.00% Add +1.6% 17,936 $446K
Systematic Alpha Investments, LLC 0.01% No change 17,776 $442K
Guggenheim Capital LLC 0.00% Add +14.0% 17,746 $442K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 17,671 $440K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -12.4% 17,635 $439K
Ifrah Financial Services, Inc. 0.11% Reduce -0.9% 17,522 $436K
Cornerstone Wealth Group, LLC 0.03% Add +12.3% 17,496 $435K
Perpetual Ltd 0.01% Add +0.8% 17,453 $434K
Cowa, LLC 0.12% New 17,336 $431K
Oppenheimer & Co. Inc. 0.00% New 17,166 $427K
HUB Investment Partners, LLC 0.01% Add +13.5% 17,126 $426K
Mufg Securities Americas Inc. 0.02% Add +8.8% 16,601 $413K
Wright Investors Service Inc. 0.11% Reduce -0.3% 16,543 $412K
Boothbay Fund Management, LLC 0.01% Reduce -83.8% 16,492 $410K
Lido Advisors, LLC 0.00% New 16,394 $408K
North Dakota State Investment Board 0.02% Add +1.7% 16,339 $407K
Modern Wealth Management, LLC 0.00% Add +1.9% 16,220 $404K
Institute for Wealth Management, LLC. 0.04% Reduce -5.0% 16,213 $404K
Pinnacle Financial Partners, Inc. 0.00% Reduce -2.1% 16,132 $402K
Aprio Wealth Management, LLC 0.02% Add +0.0% 16,094 $401K
Employees Retirement System of Texas 0.00% No change 16,068 $400K
Verus Capital Partners, LLC 0.02% New 16,017 $399K
Keybank National Association 0.00% Add +53.2% 16,000 $398K
Baker Avenue Asset Management, LP 0.01% New 15,944 $397K
CI Investments Inc. 0.00% Reduce -44.9% 15,898 $396K
Kera Capital Partners, Inc. 0.04% New 15,796 $393K
Securian Asset Management, Inc. 0.01% Reduce -1.8% 14,684 $393K
Abacus Wealth Partners, LLC 0.04% Reduce -24.3% 15,706 $391K
Mgo One Seven LLC 0.01% New 15,520 $386K
STRS Ohio 0.00% Add +17.3% 15,412 $384K
E Fund Management Co., Ltd. 0.01% Reduce -0.2% 15,178 $378K
Sterling Capital Management LLC 0.01% Reduce -10.8% 15,034 $374K
Jane Street Group, LLC 0.00% New 15,003 $373K
111 Capital 0.06% New 14,951 $372K
Arkadios Wealth Advisors 0.01% Reduce -90.5% 14,921 $371K
Axxion S.A. 0.03% — 14,824 $369K
Lazard Asset Management LLC 0.00% New 14,810 $369K
Ostrum Asset Management 0.02% No change 14,398 $358K
Severin Investments, LLC 0.27% Add +5.7% 14,324 $357K
Brevan Howard Capital Management LP 0.01% Reduce -93.0% 14,279 $355K
Compound Planning, Inc. 0.01% New 14,131 $352K
D.A. Davidson & Co. 0.00% Reduce -0.2% 14,075 $350K
Boxwood Ventures, Inc. 0.21% No change 14,023 $349K
Global Retirement Partners, LLC 0.01% — 13,931 $347K
Kestra Advisory Services, LLC 0.00% Reduce -8.3% 13,907 $346K
Citizens Financial Group Inc. 0.00% New 13,764 $343K
iSAM Funds (UK) Ltd 0.24% New 13,600 $339K
Steward Partners Investment Advisory, LLC 0.00% Add +283.1% 13,535 $337K
Childress Capital Advisors, LLC 0.05% New 13,329 $332K
Parallel Advisors, LLC 0.01% Add +60.4% 13,297 $331K
Advisors Asset Management, Inc. 0.01% Reduce -67.4% 13,277 $330K
Metis Global Partners, LLC 0.01% Reduce -15.3% 13,145 $327K
Savvy Advisors, Inc. 0.01% New 12,953 $322K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 12,848 $320K
Coldstream Capital Management Inc. 0.00% Add +13.7% 12,779 $318K
Hanson & Doremus Investment Management 0.03% Reduce -1.3% 12,780 $318K
Crestwood Advisors Group, LLC 0.00% New 12,576 $313K
Balyasny Asset Management L.P. 0.00% Reduce -29.0% 12,503 $311K
Ascentis Wealth Management, LLC 0.05% Add +51.9% 12,494 $311K
Platform Technology Partners 0.05% Reduce -12.2% 12,421 $309K
DRW Securities, LLC 0.02% New 12,271 $305K
V-Square Quantitative Management LLC 0.03% Reduce -3.1% 12,231 $304K
Cookson Peirce & Co. Inc. 0.01% Add +5.1% 12,231 $304K
Farther Finance Advisors, LLC 0.00% Add +39.4% 11,919 $297K
Benchmark Financial Wealth Advisors, LLC 0.07% Add +1.6% 11,860 $295K
Greenleaf Trust 0.00% Reduce -18.6% 11,540 $287K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.7% 11,530 $287K
Certuity, LLC 0.01% New 11,508 $286K
Sanctuary Advisors, LLC 0.00% Reduce -57.2% 11,413 $284K
Chesley Taft & Associates LLC 0.01% New 11,335 $282K
Flow Traders U.S. LLC 0.01% New 11,227 $279K
Vident Advisory, LLC 0.00% Reduce -46.7% 11,119 $277K
Fort Washington Investment Advisors Inc. 0.00% New 11,101 $276K
Oslo Pensjonsforsikring AS 0.03% Reduce -15.3% 10,973 $273K
Cresset Asset Management, LLC 0.00% Add +18.4% 10,950 $273K
Tema ETFs LLC 0.01% Add +10.4% 10,792 $269K
Bleakley Financial Group, LLC 0.00% New 10,583 $263K
Haven Private, LLC 0.10% Reduce -42.1% 10,583 $263K
Personal Cfo Solutions, LLC 0.04% Reduce -1.8% 10,564 $263K
Fisher Asset Management 0.00% New 10,356 $258K
AlphaCore Capital LLC 0.00% New 10,235 $255K
Optas, LLC 0.04% New 10,170 $253K
Advisors Capital Management, LLC 0.00% Reduce -0.8% 9,978 $248K
Havemeyer Place LP 0.02% Reduce -85.5% 9,877 $246K
State of Wyoming 0.02% Reduce -5.0% 9,648 $240K
Caxton Associates LLP 0.00% New 9,643 $240K
Outlook Wealth Advisors, LLC 0.05% New 9,596 $239K
Family Manage LLC 0.03% New 9,563 $238K
First Horizon Corp. 0.01% Reduce -36.0% 9,470 $236K
Leonteq Securities AG 0.01% Reduce -31.2% 9,343 $233K
Intellus Advisors LLC 0.03% New 9,281 $231K
PeakShares LLC 0.17% Add +6.9% 9,272 $231K
MML Investors Services, LLC 0.00% New 9,230 $230K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 9,186 $229K
Cornerstone Wealth Management, LLC 0.01% New 9,170 $228K
TCW Group Inc. 0.00% New 9,159 $228K
Atlas Capital Advisors Inc. 0.02% Add +111.6% 9,144 $228K
Claret Asset Management Corp 0.02% New 9,009 $224K
Delta Investment Management, LLC 0.04% New 8,957 $223K
Allworth Financial LP 0.00% Add +13.0% 8,932 $222K
Semanteon Capital Management, LP 1.00% New 8,929 $222K
J. Team Financial, Inc. 0.22% New 8,925 $222K
Osmosis Investment Management UK Ltd 0.01% Reduce -44.1% 8,795 $219K
PFG Investments, LLC 0.01% New 8,684 $216K
Assetmark, Inc. 0.00% Reduce -0.5% 8,677 $216K
FJ Capital Management LLC 0.03% New 8,661 $216K
Aaron Wealth Advisors LLC 0.01% New 8,475 $211K
CenterBook Partners LP 0.01% Reduce -32.5% 8,413 $209K
CWA Asset Management Group, LLC 0.01% Reduce -35.8% 8,377 $209K
Edgestream Partners, L.P. 0.01% Reduce -85.9% 8,275 $206K
Capital Analysts, LLC 0.00% Add +38.8% 7,337 $183K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 7,255 $181K
Signaturefd, LLC 0.00% Add +35.7% 7,234 $180K
Huntington National Bank 0.00% Add +18.6% 7,216 $180K
HM Payson & Co. 0.00% No change 7,100 $177K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 6,849 $170K
Canada Post Corp Registered Pension Plan 0.01% No change 6,718 $167K
Intesa Sanpaolo S.p.A. 0.01% Reduce -36.8% 6,686 $166K
New Vernon Capital Holdings II LLC 0.09% No change 6,516 $162K
South Dakota Investment Council 0.00% No change 6,200 $154K
Exchange Traded Concepts, LLC 0.00% No change 5,829 $145K
American National Bank & Trust 0.01% Add +34.2% 5,687 $142K
Deseret Mutual Benefit Administrators 0.04% Reduce -9.9% 5,240 $130K
Mather Group, Llc. 0.00% Reduce -34.8% 4,958 $123K
UMB Bank, n.a. 0.00% Add +133.6% 4,844 $121K
Ameritas Investment Partners, Inc. 0.00% Reduce -4.3% 4,753 $118K
Investors Research Corp 0.02% No change 4,600 $114K
Covestor Ltd 0.06% Add +106.9% 4,235 $105K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.6% 4,142 $103K
Versant Capital Management, Inc 0.01% Reduce -13.2% 4,089 $102K
CENTRAL TRUST Co 0.00% Reduce -9.8% 3,980 $99K
Harbour Investments, Inc. 0.00% Add +12.6% 3,662 $91K
Quent Capital, LLC 0.00% Add +21.8% 3,066 $76K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 3,000 $75K
Heritage Wealth Advisors 0.00% No change 3,005 $75K
Eastern Bank 0.00% No change 2,881 $72K
Wilmington Savings Fund Society, FSB 0.00% Reduce -1.8% 2,724 $68K
Larson Financial Group LLC 0.00% Reduce -0.7% 2,538 $63K
Ossiam 0.00% New 2,415 $60K
Montag A & Associates Inc. 0.00% No change 2,400 $60K
Curat Global, LLC 0.04% No change 2,125 $53K
Salem Investment Counselors Inc. 0.00% No change 2,098 $52K
Tsfg, LLC 0.01% Add +5.6% 2,069 $51K
Dunhill Financial, LLC 0.01% Reduce -0.1% 2,008 $50K
WPG Advisers, LLC 0.03% Add +7.5% 1,927 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Add +86.9% 1,921 $48K
Cromwell Holdings LLC 0.02% Add +2.8% 1,851 $46K
Gen-Wealth Partners Inc 0.01% New 1,690 $42K
NewEdge Advisors, LLC 0.00% No change 1,685 $42K
Teachers Insurance & Annuity Association of America 0.05% No change 1,680 $42K
TD Private Client Wealth LLC 0.00% Add +26.2% 1,634 $41K
Parkside Financial Bank & Trust 0.00% Add +22.9% 1,520 $38K
CYBER HORNET ETFs LLC 0.02% Reduce -2.7% 1,501 $37K
EverSource Wealth Advisors, LLC 0.00% Reduce -63.0% 1,249 $31K
CoreCap Advisors, LLC 0.00% Add +2.6% 1,231 $31K
Horizon Financial Services, LLC 0.01% Add +92.6% 1,225 $30K
Clearstead Advisors, LLC 0.00% Add +471.4% 1,217 $30K
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.7% 1,200 $30K
Rothschild Investment LLC 0.00% Add +517.1% 1,191 $30K
Grove Bank & Trust 0.00% Add +452.2% 1,132 $28K
International Assets Investment Management, LLC 0.00% No change 1,004 $26K
Zions Bancorporation, National Association 0.00% Reduce -11.3% 1,042 $26K
True Wealth Design, LLC 0.01% Add +227.0% 1,004 $25K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +254.1% 1,002 $25K
Murphy & Mullick Capital Management Corp 0.02% Reduce -0.9% 1,000 $25K
Salomon & Ludwin, LLC 0.00% Reduce -14.9% 940 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 976 $24K
Colonial Trust Co / SC 0.00% Add +2.5% 972 $24K
Truvestments Capital LLC 0.00% Reduce -14.4% 965 $24K
Westend Capital Management, LLC 0.01% No change 951 $24K
Whittier Trust Co. 0.00% Add +34.4% 884 $24K
Kemnay Advisory Services Inc. 0.00% Reduce -87.9% 869 $22K
Steigerwald, Gordon & Koch Inc. 0.00% No change 860 $21K
Ogorek Anthony Joseph /NY/ 0.01% Add +28.8% 877 $21K
Silicon Valley Capital Partners 0.00% Add +0.5% 812 $20K
JFS Wealth Advisors, LLC 0.00% Add +4.3% 805 $20K
Transamerica Financial Advisors, LLC 0.00% Add +104.2% 776 $19K
Keating Financial Advisory Services, Inc. 0.00% Add +256.7% 767 $19K
CVA Family Office, LLC 0.00% Add +377.2% 754 $19K
Caldwell Trust Co 0.00% No change 740 $18K
MV Capital Management, Inc. 0.00% Add +193.9% 720 $18K
Rossby Financial, LCC 0.00% Add +159.2% 718 $18K
Islay Capital Management, LLC 0.01% Add +0.5% 673 $17K
Cornerstone Planning Group LLC 0.00% Reduce -0.9% 644 $16K
Smartleaf Asset Management LLC 0.00% No change 657 $16K
GW&K Investment Management, LLC 0.00% Add +197.7% 640 $16K
Weiss Asset Management LP 0.00% Reduce -70.6% 639 $16K
Geneos Wealth Management Inc. 0.00% No change 621 $15K
Capital Advisors, Ltd. LLC 0.00% Add +11.2% 614 $15K
Southern Michigan Bank & Trust 0.01% No change 600 $15K
Costello Asset Management, INC 0.00% No change 600 $15K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -54.1% 515 $14K
Westfuller Advisors, LLC 0.00% Add +20.3% 546 $14K
Hazlett, Burt & Watson, Inc. 0.00% No change 541 $13K
Vanguard National Trust Co 0.00% New 512 $13K
Raiffeisen Bank International AG 0.00% No change 505 $13K
Pingora Partners LLC 0.01% Reduce -37.5% 500 $12K
Colonial Trust Advisors 0.00% No change 500 $12K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 498 $12K
Owl Creek Wealth Partners LLC 0.00% No change 492 $12K
Farmers & Merchants Investments Inc. 0.00% No change 451 $11K
McMillan Office, Inc. 0.00% No change 450 $11K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 418 $10K
Fortitude Family Office, LLC 0.00% Add +54.7% 413 $10K
Bartlett & Co. Wealth Management LLC 0.00% Add +13.4% 388 $10K
Pinnacle Bancorp, Inc. 0.00% No change 381 $9K
WealthCollab, LLC 0.00% New 374 $9K
Trust Co. of Toledo NA 0.00% No change 374 $9K
Aventura Private Wealth, LLC 0.00% Add +603.8% 373 $9K
Signature Resources Capital Management, LLC 0.00% No change 370 $9K
SJS Investment Consulting Inc. 0.00% Add +238.0% 365 $9K
S&T Bank 0.00% Add +45.0% 364 $9K
Atlatl Advisers LLC 0.00% New 339 $8K
Bullock Wealth Management Group 0.00% Add +0.6% 313 $8K
Elevation Wealth Partners, LLC 0.00% Reduce -64.8% 328 $8K
Clearstead Trust, LLC 0.00% New 314 $8K
Fiduciary Financial Advisors 0.00% New 299 $7K
Walleye Capital LLC 0.00% Reduce -99.2% 295 $7K
Bruce G. Allen Investments, LLC 0.00% Add +771.9% 279 $7K
High Note Wealth, LLC 0.00% Add +35.0% 278 $7K
Marquette Asset Management, LLC 0.00% Add +36.0% 268 $7K
Toews Corp. 0.00% New 259 $6K
Avion Wealth 0.00% Add +122.6% 276 $6K
Basecamp Wealth Advisors LLC 0.00% Reduce -83.2% 239 $6K
Rialto Wealth Management, LLC 0.00% Add +210.5% 236 $6K
C M Bidwell & Associates Ltd. 0.00% No change 223 $6K
Harbor Asset Planning, Inc. 0.00% No change 208 $5K
Strategic Investment Solutions, Inc. 0.00% No change 200 $5K
Ancora Advisors LLC 0.00% Reduce -69.0% 200 $5K
Walleye Trading LLC 0.00% Reduce -92.9% 189 $5K
North Star Investment Management Corp. 0.00% New 186 $5K
Private Wealth Management Group, LLC 0.00% Reduce -14.8% 178 $4K
Evelyn Partners Group Ltd 0.00% — 170 $4K
Synergy Investment Management, LLC 0.00% Add +254.8% 149 $4K
J.Safra Asset Management Corp 0.00% No change 165 $4K
Private Trust Co. NA 0.00% Add +90.5% 160 $4K
MidFirst Bank 0.00% No change 159 $4K
Planning Strategies Inc. 0.00% — 151 $4K
Creative Capital Management Investments LLC 0.00% New 149 $4K
Bell Investment Advisors, Inc 0.00% Add +15.8% 139 $3K
Quarry LP 0.00% Reduce -98.6% 135 $3K
Physician Wealth Advisors, Inc. 0.00% Add +24.5% 132 $3K
Ameriflex Group, Inc. 0.00% New 129 $3K
Summit Securities Group LLC 0.00% Add +40.7% 128 $3K
Highline Wealth Partners LLC 0.00% New 125 $3K
Merrithew & Thorsten Inc 0.00% Add +0.7% 144 $3K
Blueline Advisors LLC 0.00% No change 116 $3K
Bogart Wealth, LLC 0.00% Add +41.0% 110 $3K
AdvisorNet Financial, Inc 0.00% Reduce -96.5% 110 $3K
DT Investment Partners, LLC 0.00% No change 106 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +134.9% 101 $3K
City State Bank 0.00% No change 100 $2K
Concord Wealth Partners 0.00% New 100 $2K
Spire Wealth Management 0.00% Reduce -8.7% 94 $2K
SHP Wealth Management 0.00% Add +11.0% 91 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.5% 90 $2K
Signature Equity Partners, LLC 0.00% Reduce -15.1% 90 $2K
Cornerstone Financial Management LLC 0.00% Reduce -26.5% 75 $2K
TD Capital Management LLC 0.00% No change 74 $2K
Manchester Capital Management LLC 0.00% Add +27.6% 74 $2K
HFM Investment Advisors, LLC 0.00% Add +885.7% 69 $2K
Compass Financial Management LLC 0.00% — 65 $2K
Crewe Advisors LLC 0.00% New 63 $2K
Ares Financial Consulting, LLC 0.00% No change 58 $1K
Raffa Wealth Management, LLC 0.00% No change 52 $1K
Bare Financial Services, Inc 0.00% New 51 $1K
Activest Wealth Management 0.00% New 49 $1K
Valley National Advisers Inc. 0.00% New 49 $1K
Kilter Group LLC 0.00% Reduce -64.7% 48 $1K
LRI Investments, LLC 0.00% New 46 $1K
Investors Portfolio Services LLC 0.00% No change 43 $1K
Trust Co. of Vermont 0.00% — 43 $1K
Cassaday & Co Wealth Management LLC 0.00% Reduce -71.1% 43 $1K
IFG Advisory, LLC 0.00% New 41 $1K
CKW Financial Group 0.00% New 23 $1K
Smithfield Trust Co 0.00% No change 34 $1K
American Capital Advisory, LLC 0.00% Add +35.7% 38 $946
Oakmont Advisory Group, LLC 0.00% New 34 $846
Torren Management, LLC 0.00% No change 34 $846
Quaker Wealth Management, LLC 0.00% Add +17.9% 33 $822
Leo H. Evart, Inc. 0.00% No change 33 $821
Asset Dedication, LLC 0.00% New 32 $797
Elevated Capital Advisors, LLC 0.00% No change 32 $796
Wolff Wiese Magana LLC 0.00% No change 30 $747
Rakuten Securities, Inc. 0.00% No change 30 $747
Abound Wealth Management 0.00% Reduce -69.1% 30 $747
Prosperity Bancshares Inc 0.00% No change 29 $722
Nvwm, LLC 0.00% Reduce -40.8% 29 $722
Continuum Advisory, LLC 0.00% New 29 $722
Wealth Enhancement Trust Services, Inc. 0.00% No change 29 $722
Principia Wealth Advisory, LLC 0.00% Add +7.7% 28 $697
First Command Advisory Services, Inc. 0.00% Reduce -31.4% 24 $597
Essential Partners LLC 0.00% No change 23 $572
Mosley Wealth Management 0.00% New 22 $548
Financial Consulate, Inc. 0.00% New 22 $548
SouthState Bank Corp 0.00% Add +340.0% 22 $548
Accordant Advisory Group Inc 0.00% No change 21 $523
Prestige Wealth Management Group LLC 0.00% No change 21 $523
Provenance Wealth Advisors, LLC 0.00% New 20 $498
DecisionPoint Financial, LLC 0.00% New 18 $470
Cordant, Inc. 0.00% New 16 $403
Motco 0.00% New 13 $324
Creative Financial Designs Inc. 0.00% No change 11 $274
Plante Moran Financial Advisors, LLC 0.00% New 10 $249
Bfsg, LLC 0.00% New 10 $249
TFC Financial Management, Inc. 0.00% New 10 $249
WestEnd Advisors, LLC 0.00% No change 9 $224
Clark Wealth Partners 0.00% Reduce -89.2% 8 $200
Bayban 0.00% No change 8 $199
Hughes Financial Services, LLC 0.00% Reduce -14.3% 6 $149
Medallion Wealth Advisors, LLC 0.00% New 6 $149
Maryland Capital Advisors Inc. 0.00% — 5 $125
ROSS\JOHNSON & Associates LLC 0.00% New 3 $75
Seneschal Advisors, LLC 0.00% Reduce -85.7% 2 $50
Navigoe, LLC 0.00% New 30 $0

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