GartnerIT

13F holders, Q1 2026 (March 31)
719holders −97
81new positions
179sold out
10famous investors
$158.36avg. 13F price*

At the end of Q1 2026, 719 institutions reported holding Gartner Inc. (IT) in their 13F filings, down 97 from Q4 2025. 81 opened new positions and 179 sold out. The largest holders were BlackRock, Inc. ($1.1B), Baron Capital (BAMCO) ($937.0M) and Independent Franchise Partners LLP ($728.5M). 10 famous investors held it, including Ron Baron (2.8% of Baron Capital (BAMCO)'s portfolio), Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.3% of AQR Capital Management's portfolio).

Company
Gartner Inc.
Sector
Consumer Discretionary
CUSIP
366651107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 877Q1 2024Q2 2024: 875Q2 2024Q3 2024: 907Q3 2024Q4 2024: 952Q4 2024Q1 2025: 922Q1 2025Q2 2025: 897Q2 2025Q3 2025: 796Q3 2025Q4 2025: 816Q4 2025Q1 2026: 719Q1 2026Q2 2026: 653Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions81$130.2M
Exits179$831.0M

All 13F filers, Q4 2025 → Q1 2026: 15,669,941 shares bought and 12,798,125 shares sold, net +2,871,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 719 holders

BlackRock, Inc. 0.02% Reduce -1.5% 6,884,501 $1.1B
Baron Capital (BAMCO) 2.83% Add +40.5% 5,917,616 $937.0M
Independent Franchise Partners LLP 5.10% Add +39.1% 4,600,771 $728.5M
Vanguard Capital Management LLC 0.02% — 4,468,135 $707.5M
Vanguard Portfolio Management LLC 0.03% — 3,693,957 $584.9M
AQR Capital Management 0.26% Add +88.5% 3,567,263 $564.8M
State Street Corp. 0.02% Reduce -4.2% 3,266,779 $517.3M
Harris Associates (Oakmark Funds) 0.66% Add +225.3% 3,135,774 $496.5M
Morgan Stanley 0.02% Reduce -4.7% 2,377,678 $376.5M
Geode Capital Management, LLC 0.02% Reduce -0.3% 2,212,980 $349.2M
Capital International Investors 0.08% Reduce -49.5% 2,022,839 $320.3M
Invesco Ltd. 0.03% Add +45.6% 2,021,101 $320.0M
Goldman Sachs Group Inc. 0.04% Add +39.2% 1,774,623 $281.0M
Federated Hermes, Inc. 0.44% Add +4113.1% 1,690,528 $267.7M
Two Sigma Investments, LP 0.15% Add +268.7% 1,127,145 $178.5M
Deutsche Bank AG 0.06% Reduce -8.3% 1,083,848 $171.6M
UBS Group AG 0.03% Add +16.9% 1,023,293 $162.0M
JPMorgan Chase & Co. 0.01% Add +47.5% 875,771 $139.4M
Northern Trust Corp. 0.02% Reduce -6.3% 871,137 $137.9M
Bank of America Corp. 0.01% Add +60.1% 773,771 $122.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +23.2% 772,054 $122.2M
Black Creek Investment Management Inc. 5.41% Add +6329.3% 636,762 $100.8M
Madison Asset Management, LLC 1.20% Reduce -9.2% 613,257 $97.1M
Legal & General Group Plc 0.02% Reduce -2.3% 590,678 $93.5M
FMR LLC 0.00% Add +8.9% 499,270 $79.1M
Dimensional Fund Advisors LP 0.02% Reduce -19.0% 484,933 $76.8M
Charles Schwab Investment Management Inc. 0.01% Add +5.2% 483,379 $76.5M
Amundi 0.02% Reduce -29.1% 480,251 $76.0M
BNP Paribas Financial Markets 0.05% Add +7.0% 475,430 $75.3M
Nuveen, LLC 0.02% Reduce -4.5% 431,866 $68.4M
Bank of New York Mellon Corp 0.01% Reduce -0.2% 423,674 $67.1M
Vanguard Fiduciary Trust Co. 0.02% — 403,618 $63.9M
HSBC Holdings PLC 0.04% Reduce -15.4% 386,453 $61.2M
Bollard Group LLC 1.76% Add +35.1% 364,462 $57.7M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +74.3% 352,627 $55.8M
Disciplined Growth Investors Inc. 1.10% Reduce -5.1% 338,893 $53.7M
Citigroup Inc. 0.03% Add +84.0% 334,891 $53.0M
Gotham Asset Management 0.15% Add +99.0% 314,074 $49.7M
Millennium Management 0.04% Reduce -47.7% 311,407 $49.3M
Barclays PLC 0.02% Add +93.6% 306,463 $48.5M
Renaissance Technologies 0.08% Add +290.1% 305,089 $48.3M
Pacer Advisors, Inc. 0.13% Reduce -7.3% 285,593 $45.2M
Royal Bank of Canada 0.01% Reduce -9.7% 277,918 $44.0M
Natixis Advisors, LLC 0.06% Reduce -6.3% 258,772 $41.0M
D. E. Shaw & Co. 0.03% Add +263.3% 245,851 $38.9M
Worldquant Millennium Advisors LLC 0.14% Reduce -38.9% 233,117 $36.9M
Clarkston Capital Partners, LLC 2.77% Add +105.2% 229,592 $36.4M
Mackenzie Financial Corp. 0.04% Add +16.1% 229,202 $36.3M
Douglas Lane & Associates, LLC 0.50% Add +8.6% 217,617 $34.5M
Jones Financial Companies LLLP 0.02% Add +23432.2% 220,732 $34.3M
Swiss National Bank 0.02% Add +1.9% 211,571 $33.5M
Artisan Partners Limited Partnership 0.05% Add +31.8% 192,029 $30.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.18% New 186,705 $29.6M
Envestnet Asset Management Inc. 0.01% Add +101.5% 182,779 $28.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -8.9% 177,386 $28.1M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -9.6% 171,232 $27.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Reduce -0.1% 163,566 $25.9M
Ieq Capital, LLC 0.12% Add +32.5% 162,436 $25.7M
Rhumbline Advisers 0.02% Add +1.5% 159,090 $25.2M
Vanguard Global Advisers, LLC 0.01% — 154,233 $24.4M
Shapiro Capital Management LLC 1.43% New 144,590 $22.9M
Quantinno Capital Management LP 0.04% Add +7.0% 139,677 $22.1M
HighTower Advisors, LLC 0.02% Add +731.0% 137,473 $21.8M
Alliancebernstein L.P. 0.01% Reduce -1.4% 86,039 $21.7M
DekaBank Deutsche Girozentrale 0.04% No change 134,054 $21.6M
Wells Fargo & Company 0.00% Reduce -0.1% 129,709 $20.5M
California Public Employees Retirement System 0.01% Reduce -37.8% 122,773 $19.4M
Ameriprise Financial Inc. 0.00% Add +23.8% 122,430 $19.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 119,590 $18.9M
Primecap Management Co. 0.01% Add +5.3% 117,400 $18.6M
Voloridge Investment Management, LLC 0.07% Reduce -71.5% 107,670 $17.0M
California State Teachers Retirement System 0.02% Reduce -6.4% 106,668 $16.9M
T. Rowe Price Associates Inc. 0.00% Reduce -46.7% 102,822 $16.3M
Franklin Resources Inc. 0.00% Reduce -11.3% 101,157 $16.0M
Quantum Capital Management, LLC / NJ 2.00% New 98,557 $15.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -18.4% 94,566 $15.0M
Distillate Capital Partners LLC 0.79% Add +63.1% 94,430 $15.0M
Cwm, LLC 0.04% Add +59.3% 91,884 $14.5M
Railway Pension Investments Ltd 0.21% No change 91,378 $14.5M
Principal Financial Group Inc. 0.01% Reduce -5.7% 89,845 $14.2M
Mariner, LLC 0.02% Add +55.4% 89,195 $14.1M
Allianz Asset Management GmbH 0.01% Reduce -8.0% 76,904 $12.2M
PFA Pension, Forsikringsaktieselskab 0.04% Add +20.5% 76,259 $12.1M
Citadel Advisors 0.01% Add +9.1% 73,765 $11.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -1.0% 73,375 $11.6M
Foyston, Gordon & Payne Inc 2.58% Add +18.1% 70,749 $11.2M
HRT Financial LP 0.03% Reduce -27.5% 70,665 $11.2M
Bank of Nova Scotia 0.02% Reduce -63.9% 70,494 $11.2M
Glenmede Trust Co. NA 0.05% Reduce -12.2% 70,395 $11.1M
Isthmus Partners, LLC 1.16% Add +88.0% 69,803 $11.1M
Tudor Investment Corporation 0.06% Add +61.1% 69,695 $11.0M
Bank of Montreal 0.00% Reduce -5.3% 69,639 $11.0M
AustralianSuper Pty Ltd 0.06% New 69,340 $11.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% Add +2.1% 67,114 $10.6M
Aviva PLC 0.02% Add +2.5% 65,979 $10.4M
SG Americas Securities, LLC 0.01% Add +7.5% 65,792 $10.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -86.0% 65,756 $10.4M
State Board of Administration of Florida Retirement System 0.02% Reduce -2.2% 65,354 $10.3M
CANADA LIFE ASSURANCE Co 0.02% Add +4.1% 63,395 $10.1M
Cerity Partners LLC 0.01% Add +4.0% 61,451 $9.7M
Janney Montgomery Scott LLC 0.02% Add +17.8% 61,182 $9.7M
APG Asset Management N.V. 0.03% Reduce -14.5% 70,300 $9.7M
Goodnow Investment Group, LLC 1.03% Add +22.7% 59,383 $9.4M
Schwerin Boyle Capital Management Inc. 1.18% Reduce -8.6% 58,476 $9.3M
New York State Teachers Retirement System 0.02% No change 57,565 $9.1M
Aberdeen Group plc 0.01% Reduce -19.3% 56,814 $9.0M
Creative Planning 0.01% Add +93.4% 54,991 $8.7M
Russell Investments Group, Ltd. 0.01% Reduce -6.3% 54,360 $8.6M
Danske Bank A/S 0.02% Reduce -4.7% 54,238 $8.6M
Lido Advisors, LLC 0.03% Add +548.5% 50,665 $8.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -78.2% 49,136 $7.8M
Public Sector Pension Investment Board 0.02% Add +378.5% 49,064 $7.8M
State of Wisconsin Investment Board 0.02% Add +24.9% 48,888 $7.7M
OMERS ADMINISTRATION Corp 0.05% Add +13.9% 48,662 $7.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +9.7% 47,541 $7.7M
FORA Capital, LLC 0.56% New 48,076 $7.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +63.9% 50,489 $7.4M
Sei Investments Co. 0.01% Reduce -40.4% 45,218 $7.2M
Prudential Financial Inc. 0.01% Add +8.2% 44,175 $7.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +64.8% 43,836 $6.9M
Swedbank AB 0.01% Reduce -25.7% 42,883 $6.8M
Calamos Advisors LLC 0.03% No change 42,081 $6.7M
Pictet Asset Management Holding SA 0.01% Reduce -1.1% 41,797 $6.6M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -37.2% 40,900 $6.5M
New York State Common Retirement Fund 0.01% Reduce -5.1% 40,874 $6.5M
Stifel Financial Corp. 0.01% Add +10.1% 40,827 $6.5M
Raymond James Financial Inc. 0.00% Add +9.9% 40,653 $6.4M
Wedge Capital Management L L P 0.12% Add +18.4% 40,420 $6.4M
Acadian Asset Management LLC 0.01% Add +122.5% 40,190 $6.4M
Assenagon Asset Management S.A. 0.01% Reduce -82.3% 39,963 $6.3M
Wealthfront Advisers LLC 0.01% Add +114.1% 39,695 $6.3M
National Bank of Canada 0.01% Reduce -18.8% 38,216 $6.1M
Rockefeller Capital Management L.P. 0.01% Add +233.2% 38,161 $6.0M
Holocene Advisors, LP 0.01% Add +39.9% 37,709 $6.0M
American Century Companies Inc. 0.00% Reduce -62.2% 36,153 $5.7M
CIBC Bancorp USA Inc. 0.01% — 36,119 $5.7M
Vanguard Investments Australia, Ltd. 0.02% — 35,932 $5.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -5.0% 34,707 $5.5M
Jump Financial, LLC 0.09% Add +340.1% 34,658 $5.5M
Laurus Global Equity Management Inc. 5.31% No change 34,260 $5.4M
Royal London Asset Management Ltd. 0.01% No change 33,760 $5.3M
South Dakota Investment Council 0.10% Add +68.4% 33,488 $5.3M
Nicholas Company, Inc. 0.10% Reduce -9.5% 33,195 $5.3M
Illinois Municipal Retirement Fund 0.07% Reduce -17.3% 32,737 $5.2M
Tredje AP-fonden 0.03% Add +186.9% 32,588 $5.2M
TD Asset Management Inc 0.00% Reduce -17.3% 32,564 $5.2M
Handelsbanken Fonder AB 0.02% Reduce -2.4% 32,564 $5.2M
Mercer Global Advisors Inc. 0.01% Add +69.6% 31,780 $5.0M
LPL Financial LLC 0.00% Add +76.0% 31,727 $5.0M
XTX Topco Ltd 0.09% Add +63.3% 31,700 $5.0M
Asset Management One Co., Ltd. 0.01% Reduce -4.2% 31,319 $5.0M
Fifth Third Bancorp 0.01% Add +476.1% 30,653 $4.9M
Knightsbridge Asset Management, LLC 0.65% Add +10.0% 30,436 $4.8M
Mn Services Vermogensbeheer B.V. 0.03% No change 30,250 $4.8M
Treasurer of the State of North Carolina 0.01% Reduce -2.8% 30,001 $4.8M
Nomura Asset Management Co. Ltd. 0.01% Add +1.8% 29,432 $4.7M
Edgestream Partners, L.P. 0.15% Reduce -11.8% 28,873 $4.6M
Geneva Capital Management LLC 0.10% Reduce -50.8% 28,861 $4.6M
SEB Asset Management AB 0.02% — 28,587 $4.5M
Victory Capital Management Inc. 0.00% Reduce -93.0% 28,342 $4.5M
Swiss Life Asset Management Ltd 0.02% Reduce -49.5% 27,703 $4.4M
PNC Financial Services Group, Inc. 0.00% Add +20.9% 27,613 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -24.4% 27,580 $4.4M
Captrust Financial Advisors 0.01% Add +39.1% 27,070 $4.3M
Cetera Investment Advisers 0.00% Add +91.2% 26,903 $4.3M
KLP Kapitalforvaltning As 0.02% No change 26,790 $4.2M
Ruffer LLP 0.17% New 26,408 $4.2M
Resona Asset Management Co.,Ltd. 0.02% Reduce -89.4% 26,001 $4.1M
Fayez Sarofim & Co 0.01% Reduce -73.7% 25,872 $4.1M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.9% 25,384 $4.0M
M&T Bank Corp 0.01% Add +9.3% 25,167 $4.0M
First Trust Advisors LP 0.00% Reduce -4.5% 24,647 $3.9M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -0.4% 24,113 $3.8M
Susquehanna International Group, LLP 0.00% Reduce -66.8% 23,635 $3.7M
Triad Investment Management 4.41% Add +116.4% 23,602 $3.7M
Man Group plc 0.01% Add +47.7% 23,423 $3.7M
Crown Oak Advisors, LLC 1.86% Add +0.8% 23,361 $3.7M
Agf Management Ltd. 0.02% Add +50.2% 23,361 $3.7M
Oppenheimer Asset Management Inc. 0.04% Reduce -43.3% 22,951 $3.6M
Sendero Wealth Management, LLC 0.39% New 22,201 $3.5M
Toronto Dominion Bank 0.01% Reduce -36.3% 22,154 $3.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -37.4% 22,122 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -1.5% 22,032 $3.5M
MAI Capital Management 0.02% Add +12.2% 21,994 $3.5M
Vinva Investment Management Ltd 0.04% New 21,152 $3.4M
Strategic Global Advisors, LLC 0.53% Reduce -1.3% 20,983 $3.3M
National Pension Service 0.00% Reduce -9.2% 20,931 $3.3M
CastleKnight Management LP 0.15% New 20,700 $3.3M
Tidal Investments LLC 0.01% Add +47.0% 20,519 $3.2M
Public Employees Retirement System of Ohio 0.01% Reduce -8.0% 20,398 $3.2M
Bessemer Group Inc. 0.01% Reduce -97.4% 20,382 $3.2M
State of Michigan Retirement System 0.02% Reduce -1.9% 20,347 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +97.2% 20,225 $3.2M
Corient Private Wealth LP 0.00% Add +2.5% 20,348 $3.2M
Xponance LLC 0.02% Add +4.6% 19,670 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -6.0% 19,615 $3.1M
Arizona State Retirement System 0.02% Reduce -5.6% 19,599 $3.1M
Focus Partners Wealth 0.00% Add +19.4% 19,515 $3.1M
Czech National Bank 0.02% Add +0.9% 19,187 $3.0M
GHP Investment Advisors, Inc. 0.12% Reduce -26.1% 18,896 $3.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.06% New 18,680 $3.0M
Van Eck Associates Corp. 0.00% Add +2.5% 18,661 $3.0M
Daiwa Securities Group Inc. 0.01% Add +25.1% 18,610 $2.9M
UniSuper Management Pty Ltd 0.02% Add +3.2% 18,566 $2.9M
State of Tennessee, Department of Treasury 0.01% No change 18,204 $2.9M
Pathstone Holdings, LLC 0.01% Add +144.5% 17,774 $2.8M
Ashton Thomas Private Wealth, LLC 0.07% Add +34.8% 17,734 $2.8M
Axq Capital, LP 0.35% Add +398.8% 17,117 $2.7M
Nisa Investment Advisors, LLC 0.01% Reduce -3.1% 17,031 $2.7M
CIBC Asset Management Inc 0.01% Reduce -0.6% 17,003 $2.7M
Rafferty Asset Management, LLC 0.01% Reduce -26.5% 16,609 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.1% 16,547 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.1% 16,411 $2.6M
Allstate Corp. 0.03% Add +179.9% 15,991 $2.5M
USS Investment Management Ltd 0.01% Add +6.2% 15,989 $2.5M
Caxton Associates LLP 0.06% Add +24.3% 15,836 $2.5M
GMO 0.01% New 15,791 $2.5M
Marshall Wace, LLP 0.00% Reduce -88.9% 15,732 $2.5M
Neo Ivy Capital Management 0.66% Add +1487.6% 15,701 $2.5M
Voya Investment Management LLC 0.00% Reduce -3.4% 15,609 $2.5M
KBC Group NV 0.01% Add +3.2% 15,567 $2.5M
IFM Investors Pty Ltd 0.02% Add +0.4% 15,191 $2.4M
Crestwood Advisors Group, LLC 0.04% Reduce -11.1% 15,129 $2.4M
Retirement Systems of Alabama 0.01% Reduce -2.4% 14,961 $2.4M
Amalgamated Bank 0.02% Reduce -8.5% 14,894 $2.4M
Empowered Funds, LLC 0.01% New 14,837 $2.3M
Blair William & Co. 0.01% Reduce -88.2% 14,506 $2.3M
Westfield Capital Management Co. LP 0.01% No change 14,370 $2.3M
Woodline Partners LP 0.01% Add +12.1% 13,862 $2.2M
DNB Asset Management AS 0.01% Reduce -9.6% 13,516 $2.1M
ProShare Advisors LLC 0.00% Reduce -33.5% 13,159 $2.1M
Sivia Capital Partners, LLC 0.40% Add +270.1% 13,090 $2.1M
L2 Asset Management, LLC 0.19% New 12,871 $2.0M
Janus Henderson Group PLC 0.00% Add +5.7% 12,566 $2.0M
Elo Mutual Pension Insurance Co 0.03% Reduce -7.2% 12,525 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -8.3% 12,347 $2.0M
Neuberger Berman Group LLC 0.00% Add +39.3% 12,307 $1.9M
Brevan Howard Capital Management LP 0.02% Add +767.8% 12,192 $1.9M
Korea Investment CORP 0.00% Reduce -74.0% 11,903 $1.9M
Financial Advisors Network, Inc. 0.26% Add +73.6% 11,873 $1.9M
Ensign Peak Advisors, Inc 0.00% Add +10.6% 11,660 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.3% 11,656 $1.8M
Utah Retirement Systems 0.02% Reduce -7.7% 11,393 $1.8M
United Capital Financial Advisors, LLC 0.01% Add +216.2% 11,259 $1.8M
Fisher Funds Management LTD 0.05% Reduce -93.2% 11,035 $1.7M
Summit Trail Advisors, LLC 0.02% Add +94.0% 10,919 $1.7M
Brown Advisory Inc. 0.00% Reduce -63.7% 10,853 $1.7M
Brighton Jones LLC 0.04% New 10,852 $1.7M
Impax Asset Management Group plc 0.01% New 10,771 $1.7M
Candriam S.C.A. 0.01% Reduce -6.4% 10,739 $1.7M
&partners 0.01% Add +24.4% 10,729 $1.7M
Rakuten Investment Management, Inc. 0.00% Add +9.3% 10,536 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -8.3% 10,501 $1.7M
Integrated Wealth Concepts LLC 0.01% Add +194.7% 10,449 $1.7M
New York Life Investment Management LLC 0.01% Reduce -1.4% 10,317 $1.6M
Aware Super Pty Ltd as trustee of Aware Super 0.02% — 10,314 $1.6M
Vident Advisory, LLC 0.01% Add +234.6% 10,294 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -4.5% 10,273 $1.6M
Arkadios Wealth Advisors 0.03% Add +56.8% 10,156 $1.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -25.9% 9,940 $1.6M
Eurizon Capital SGR S.p.A. 0.00% Reduce -41.3% 9,906 $1.6M
NEOS Investment Management LLC 0.01% Add +312.5% 9,830 $1.6M
Credit Agricole S A 0.01% Add +48.0% 9,756 $1.5M
Nissay Asset Management Corp. /Japan 0.01% Reduce -3.1% 9,619 $1.5M
Ilmarinen Mutual Pension Insurance Co 0.01% Reduce -68.1% 9,308 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +351.3% 9,247 $1.5M
Ancora Advisors LLC 0.03% Reduce -1.6% 9,051 $1.4M
Plato Investment Management Ltd 0.10% No change 9,002 $1.4M
Balyasny Asset Management L.P. 0.00% Add +731.7% 8,974 $1.4M
Ethic Inc. 0.02% Reduce -5.1% 8,857 $1.4M
Mattern Capital Management, LLC 0.17% New 8,746 $1.4M
Merit Financial Group, LLC 0.01% Add +2.4% 8,724 $1.4M
Quantbot Technologies LP 0.06% Add +119.4% 8,573 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Add +60.4% 8,571 $1.4M
Harel Insurance Investments & Financial Services Ltd. 0.01% New 8,520 $1.3M
Canada Pension Plan Investment Board 0.00% Reduce -28.5% 8,517 $1.3M
Landscape Capital Management, L.L.C. 0.09% Reduce -63.8% 8,474 $1.3M
Knollwood Investment Advisory, LLC 0.13% No change 8,400 $1.3M
Shelton Capital Management 0.03% No change 8,321 $1.3M
Yousif Capital Management, LLC 0.02% Reduce -0.5% 8,188 $1.3M
Federation des caisses Desjardins du Quebec 0.00% Reduce -6.3% 8,100 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.4% 8,057 $1.3M
OP Asset Management Ltd 0.01% Reduce -30.9% 7,841 $1.2M
Nordea Investment Management AB 0.00% Add +0.1% 7,721 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -97.5% 7,640 $1.2M
Linden Thomas Advisory Services, LLC 0.12% Add +5.0% 7,610 $1.2M
Eukles Asset Management 0.53% Reduce -17.6% 7,521 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -3.2% 7,492 $1.2M
Robeco Institutional Asset Management B.V. 0.00% Reduce -6.8% 7,359 $1.2M
Public Employees Retirement Association of Colorado 0.00% No change 7,345 $1.2M
Aristotle Capital Boston, LLC 0.07% Reduce -1.6% 7,183 $1.1M
CSS LLC 0.18% Add +124.5% 7,160 $1.1M
Avanza Fonder AB 0.03% No change 7,078 $1.1M
Principal Securities, Inc. 0.02% New 6,968 $1.1M
HB Wealth Management, LLC 0.01% Add +214.5% 6,753 $1.1M
Storebrand Asset Management As 0.00% Reduce -39.0% 6,619 $1.0M
Banque Cantonale Vaudoise 0.04% Reduce -49.3% 6,368 $1.0M
Fideuram Asset Management (Ireland) dac 0.13% Add +32884.6% 4,288 $996K
Chicago Partners Investment Group LLC 0.02% Add +81.8% 6,216 $976K
EntryPoint Capital, LLC 0.28% Add +120.0% 6,106 $967K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,036 $956K
Krilogy Financial LLC 0.03% Add +36.8% 6,113 $951K
Brooklyn Investment Group 0.03% Add +55.4% 5,839 $925K
Truist Financial Corp. 0.00% Reduce -25.7% 5,804 $919K
Macquarie Group Ltd. 0.01% Reduce -42.3% 5,735 $908K
Commonwealth Equity Services, LLC 0.00% Add +2.9% 5,706 $903K
Gulf International Bank (UK) Ltd 0.02% Add +46.6% 5,640 $893K
Monte Financial Group, LLC 0.31% Add +8.6% 5,514 $873K
Tobam 0.22% New 5,286 $837K
Crossmark Global Holdings, Inc. 0.01% Add +10.7% 5,235 $829K
Investment Management Corp of Ontario 0.01% Reduce -19.2% 5,144 $815K
US Bancorp \de 0.00% Reduce -3.4% 5,066 $802K
Baird Financial Group, Inc. 0.00% Add +6.3% 5,064 $802K
Numerai GP LLC 0.08% New 4,987 $790K
Bull Harbor Capital LLC 0.21% — 4,980 $789K
Perbak Capital Partners LLP 0.19% Add +164.9% 4,792 $759K
Kendall Capital Management 0.16% Reduce -8.0% 4,788 $758K
Wellington Management Group LLP 0.00% Add +3.1% 4,783 $757K
Rothschild Investment LLC 0.04% Add +683.7% 4,749 $752K
Sequoia Financial Advisors, LLC 0.00% Add +53.0% 4,744 $751K
McDonald Partners LLC 0.17% No change 4,640 $735K
Leonteq Securities AG 0.04% Add +93.5% 4,564 $723K
Metis Global Partners, LLC 0.02% Add +10.9% 4,534 $718K
Sanctuary Advisors, LLC 0.00% Add +27.9% 4,475 $709K
GAMMA Investing LLC 0.03% Add +253.5% 4,461 $706K
Impact Partnership Wealth, LLC 0.09% Add +20.1% 4,445 $704K
J. Safra Sarasin Holding AG 0.01% Add +15.4% 4,414 $698K
Peapack Gladstone Financial Corp. 0.01% Add +6.6% 4,403 $697K
Allspring Global Investments Holdings, LLC 0.00% Add +16.6% 4,483 $694K
Novem Group 0.08% Add +8.8% 4,375 $693K
180 Wealth Advisors, LLC 0.08% New 4,335 $686K
Panagora Asset Management Inc. 0.00% No change 4,324 $685K
Mizuho Securities USA LLC 0.02% Reduce -18.9% 4,259 $674K
Norinchukin Bank, The 0.01% Reduce -0.9% 4,216 $668K
NewEdge Advisors, LLC 0.00% Add +21.6% 4,155 $658K
Waddell & Associates, LLC 0.04% Add +131.7% 4,145 $656K
Coldstream Capital Management Inc. 0.01% Add +20.7% 4,014 $636K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.2% 3,993 $632K
Vontobel Holding Ltd. 0.00% Reduce -35.3% 3,990 $632K
Hartford Investment Management Co. 0.02% Reduce -4.1% 3,989 $632K
Connecticut Wealth Management, LLC 0.03% Reduce -28.4% 3,971 $629K
Perigon Wealth Management, LLC 0.01% Reduce -13.0% 3,885 $615K
Frec Markets, Inc. 0.10% Add +171.6% 3,821 $605K
Allworth Financial LP 0.00% Add +108.9% 3,785 $599K
Shade Tree Advisors LLC 0.42% No change 3,740 $592K
Atom Investors LP 0.04% New 3,728 $590K
Waverly Advisors, LLC 0.00% Add +88.5% 3,707 $587K
Westerkirk Capital Inc. 0.06% No change 3,691 $584K
Counterpoint Mutual Funds LLC 0.09% New 3,682 $583K
Generali Asset Management SPA SGR 0.01% Add +2.4% 3,656 $579K
Evergreen Capital Management LLC 0.01% Add +104.2% 3,600 $570K
Louisiana State Employees Retirement System 0.01% Reduce -2.7% 3,600 $570K
MML Investors Services, LLC 0.00% Add +123.7% 3,556 $563K
New Mexico Educational Retirement Board 0.02% No change 3,550 $562K
Fiduciary Trust Co 0.01% Add +10.8% 3,537 $560K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -65.5% 3,534 $560K
Marshall Financial Group, LLC 0.09% Add +6.1% 3,532 $559K
Schroder Investment Management Group 0.00% Reduce -2.3% 3,507 $555K
Evolve Private Wealth, LLC 0.03% Add +5.5% 3,419 $541K
B. Metzler seel. Sohn & Co. AG 0.01% No change 3,418 $541K
Blackstone Inc. 0.00% New 3,401 $539K
NorthCrest Asset Manangement, LLC 0.02% Add +11.7% 3,411 $538K
Maryland State Retirement & Pension System 0.01% Reduce -11.4% 3,387 $536K
Greenleaf Trust 0.01% Add +178.6% 3,318 $525K
ASR Vermogensbeheer N.V. 0.01% Add +1.1% 3,222 $510K
Bokf, NA 0.01% Add +55.3% 3,172 $502K
E. Ohman J:or Asset Management AB 0.01% No change 3,170 $502K
Orion Porfolio Solutions, LLC 0.00% Reduce -70.8% 3,166 $501K
New Age Alpha Advisors, LLC 0.02% Reduce -9.6% 3,164 $501K
V-Square Quantitative Management LLC 0.05% Add +12.0% 3,159 $500K
Exencial Wealth Advisors, LLC 0.02% Reduce -91.6% 3,157 $500K
Nomura Holdings Inc. 0.00% Add +25.6% 3,154 $499K
Citizens Financial Group Inc. 0.01% Add +179.8% 3,151 $499K
Oak Thistle LLC 0.05% New 3,129 $495K
Walleye Capital LLC 0.00% Add +28109.1% 3,103 $491K
Engineers Gate Manager LP 0.01% Reduce -77.5% 3,100 $491K
Hantz Financial Services, Inc. 0.01% Add +86.7% 3,064 $485K
Robertson Stephens Wealth Management, LLC 0.01% Add +14.1% 3,002 $475K
Curi Capital, LLC 0.01% Reduce -56.1% 2,974 $471K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +12.1% 2,949 $467K
Kestra Advisory Services, LLC 0.00% Reduce -19.0% 2,941 $466K
MUFG Securities EMEA plc 0.01% Reduce -2.3% 2,888 $457K
Kestra Private Wealth Services, LLC 0.01% Add +6.4% 2,886 $457K
Callan Family Office, LLC 0.01% Add +35.5% 2,884 $457K
Praxis Investment Management Inc. 0.03% Add +84.3% 2,862 $453K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 2,801 $444K
Arq Wealth Advisors, LLC 0.08% New 2,784 $441K
Pure Financial Advisors, LLC 0.01% Add +4.6% 2,738 $434K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,732 $433K
EverSource Wealth Advisors, LLC 0.01% Add +39.6% 2,718 $430K
Daymark Wealth Partners, LLC 0.01% New 2,717 $430K
Vise Technologies, Inc. 0.01% No change 1,705 $430K
Empirical Finance, LLC 0.02% Reduce -0.3% 2,697 $427K
Boothbay Fund Management, LLC 0.01% Add +114.2% 2,686 $425K
Vestcor Inc 0.01% No change 2,684 $425K
VestGen Advisors, LLC 0.01% New 2,764 $423K
Saudi Central Bank 0.01% New 2,660 $421K
Steward Partners Investment Advisory, LLC 0.00% Add +9.3% 2,658 $421K
Global X Japan Co., Ltd. 0.02% Add +4.5% 2,650 $420K
Globeflex Capital L P 0.06% No change 2,648 $419K
SBI Okasan Asset Management Co.Ltd. 0.02% No change 2,600 $414K
Welch & Forbes LLC 0.01% No change 2,600 $412K
Arax Advisory Partners 0.01% Add +348.9% 2,599 $412K
AlphaCore Capital LLC 0.01% New 2,579 $408K
Ofi Invest Asset Management 0.01% Add +56.1% 2,550 $404K
Baker Avenue Asset Management, LP 0.01% New 2,544 $403K
Transcend Capital Advisors, LLC 0.03% Reduce -7.3% 2,535 $401K
Johnson Investment Counsel Inc. 0.00% Add +45.2% 2,528 $400K
Harbor Advisors LLC 0.06% No change 2,500 $396K
Snowden Capital Advisors LLC 0.01% Add +37.4% 2,498 $396K
Buckhead Capital Management LLC 0.15% Add +16.2% 2,475 $392K
IFP Advisors, Inc 0.01% Add +76.5% 2,474 $392K
Atlantic Union Bankshares Corp 0.01% Reduce -11.8% 2,460 $390K
Signaturefd, LLC 0.01% Add +143.5% 2,433 $385K
Pallas Capital Advisors LLC 0.01% Reduce -68.5% 2,416 $383K
Dorsey & Whitney Trust CO LLC 0.02% Add +107.7% 2,359 $374K
Aster Capital Management (DIFC) Ltd 0.12% Add +62.7% 880 $369K
Motley Fool Asset Management LLC 0.02% Add +6.1% 2,317 $367K
Natixis 0.00% Reduce -93.8% 2,312 $366K
Prudential PLC 0.00% No change 2,293 $363K
Clear Creek Financial Management, LLC 0.03% Add +8.1% 2,291 $363K
SVB Wealth LLC 0.02% Add +1.1% 2,283 $361K
MCF Advisors LLC 0.02% Add +3688.3% 2,273 $360K
Savvy Advisors, Inc. 0.01% Add +38.8% 2,263 $358K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.1% 2,255 $357K
Abn Amro Investment Solutions 0.00% Reduce -88.2% 2,250 $356K
Quadrant Capital Group LLC 0.01% Add +53.0% 2,246 $356K
Jefferies Financial Group Inc. 0.00% Reduce -42.7% 2,232 $353K
Evoke Wealth, LLC 0.01% Add +65.9% 2,217 $351K
Chicago Capital, LLC 0.01% No change 2,200 $348K
Institute for Wealth Management, LLC. 0.04% Reduce -0.9% 2,191 $347K
Haven Private, LLC 0.15% Reduce -0.1% 2,180 $345K
Atria Investments, Inc 0.00% Reduce -56.9% 2,178 $345K
Park Avenue Securities LLC 0.00% New 2,159 $342K
North Dakota State Investment Board 0.01% Reduce -16.2% 2,153 $341K
HM Payson & Co. 0.00% Reduce -19.2% 2,142 $339K
Inceptionr LLC 0.08% Add +7.8% 2,125 $336K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -36.9% 2,123 $336K
Main Street Research LLC 0.02% New 2,115 $335K
Essential Partners LLC 0.11% Reduce -10.2% 2,100 $333K
Connable Office Inc. 0.03% No change 2,100 $333K
Ostrum Asset Management 0.02% Add +1.5% 2,079 $329K
Quadrature Capital Ltd 0.00% Reduce -75.7% 2,021 $320K
Capital Investment Counsel, Inc 0.04% Reduce -4.3% 2,000 $317K
E Fund Management Co., Ltd. 0.01% — 1,996 $316K
Guggenheim Capital LLC 0.00% Reduce -25.1% 1,986 $314K
Kentucky Retirement Systems Insurance Trust Fund 0.02% No change 1,972 $312K
Earned Wealth Advisors, LLC 0.02% Add +127.6% 1,971 $312K
Massachusetts Financial Services Co. 0.00% Add +7.4% 1,414 $311K
Mufg Securities Americas Inc. 0.02% Add +0.4% 1,949 $309K
Brown Brothers Harriman & Co. 0.00% Add +147.0% 1,912 $303K
Bridgefront Capital, LLC 0.07% Add +19.6% 1,887 $299K
Cullen/Frost Bankers, Inc. 0.00% Add +93900.0% 1,880 $298K
Private Advisor Group, LLC 0.00% Add +16.3% 1,879 $298K
Squarepoint Ops LLC 0.00% Reduce -2.5% 1,873 $297K
Caerus Investment Advisors, LLC 0.13% Reduce -44.5% 1,872 $296K
Qtron Investments LLC 0.04% No change 1,871 $296K
Financial Solutions Advisory Group, Inc. 0.04% — 1,862 $295K
Securian Asset Management, Inc. 0.01% Reduce -5.1% 1,860 $295K
IMC-Chicago, LLC 0.00% New 1,784 $282K
Abacus Wealth Partners, LLC 0.03% New 1,756 $278K
Flagship Private Wealth, LLC 0.11% No change 1,753 $278K
Wahed Invest LLC 0.04% Reduce -10.1% 1,742 $276K
Malaga Cove Capital, LLC 0.10% New 1,736 $275K
AlphaGrep UK Ltd 0.08% Add +55.8% 1,728 $274K
Resonant Capital Advisors, LLC 0.01% Reduce -54.9% 1,712 $271K
Rothschild Wealth LLC 0.02% Add +29.9% 1,711 $271K
Syntegra Private Wealth Group, LLC 0.03% Reduce -9.1% 1,708 $270K
Johnson Financial Group, LLC 0.02% New 1,706 $270K
Commerce Bank 0.00% Reduce -14.2% 1,685 $267K
STRS Ohio 0.00% Reduce -5.0% 1,676 $265K
Mather Group, Llc. 0.00% New 1,645 $260K
Apollon Wealth Management, LLC 0.00% Add +49.1% 1,643 $260K
Clearstead Advisors, LLC 0.00% Add +1.1% 1,639 $260K
Jane Street Group, LLC 0.00% Reduce -99.1% 1,637 $259K
Wick Capital Partners, LLC 0.05% Add +40.9% 1,634 $259K
Ballentine Partners, LLC 0.00% Reduce -25.2% 1,618 $256K
Lombard Odier Asset Management (USA) Corp 0.19% New 1,572 $249K
Meeder Advisory Services, Inc. 0.01% Add +27.2% 1,570 $249K
Polen Capital Management LLC 0.00% Reduce -82.3% 1,549 $245K
Syon Capital LLC 0.01% Reduce -18.9% 1,541 $244K
Dynasty Wealth Management, LLC 0.00% Add +4.7% 1,534 $243K
SYM FINANCIAL Corp 0.02% Add +1.7% 1,533 $243K
Pinnacle Associates Ltd. 0.00% New 1,527 $242K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 1,527 $242K
Arlington Partners LLC 0.48% New 1,509 $239K
Keybank National Association 0.00% Add +1.2% 1,495 $237K
Farther Finance Advisors, LLC 0.00% Add +3.0% 1,525 $236K
GTS Securities LLC 0.01% New 1,489 $236K
Westpac Banking Corp. 0.02% Add +193.1% 1,480 $234K
waypoint wealth counsel 0.12% Reduce -28.3% 1,473 $233K
GenTrust, LLC 0.01% Add +26.6% 1,472 $233K
Checchi Capital Advisers, LLC 0.02% Add +22.1% 1,447 $229K
Oslo Pensjonsforsikring AS 0.04% — 1,436 $227K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.7% 1,431 $227K
HUB Investment Partners, LLC 0.01% Reduce -5.5% 1,411 $223K
UMB Bank, n.a. 0.00% Add +107.4% 1,408 $223K
Tema ETFs LLC 0.01% Add +0.5% 1,396 $221K
Choreo, LLC 0.00% Reduce -21.4% 1,396 $221K
Huntington National Bank 0.00% Add +106.4% 1,395 $221K
Alpha Family Trust 0.11% Add +71.6% 1,390 $220K
Horizon Investments, LLC 0.00% Add +11.3% 1,377 $218K
St Germain D J Co. Inc. 0.01% No change 1,375 $218K
Cynosure Group, LLC 0.03% Reduce -73.7% 1,373 $217K
Angeles Wealth Management, LLC 0.01% New 1,370 $217K
AE Wealth Management LLC 0.00% Add +24.1% 1,341 $212K
Stephens Inc. 0.00% Reduce -9.6% 1,334 $211K
Journey Strategic Wealth LLC 0.01% Add +38.1% 1,334 $211K
Applied Finance Capital Management, LLC 0.02% Reduce -14.1% 1,332 $211K
Americana Partners, LLC 0.01% New 1,330 $211K
Envestnet Portfolio Solutions, Inc. 0.00% New 1,327 $210K
Family Office Research LLC 0.09% No change 1,321 $209K
Abundance Wealth Counselors 0.03% New 1,320 $209K
Compound Planning, Inc. 0.01% New 1,308 $207K
PCM Encore, LLC 0.04% Add +56.1% 1,308 $207K
Bison Wealth, LLC 0.02% New 1,413 $204K
Ellevest, Inc. 0.03% Reduce -35.8% 1,267 $201K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -6.6% 1,221 $193K
Exchange Traded Concepts, LLC 0.00% Add +38.4% 1,205 $191K
Bayforest Capital Ltd 0.21% New 1,200 $190K
Cardinal Capital Management 0.02% Reduce -71.4% 1,133 $179K
Siemens Fonds Invest GmbH 0.01% No change 1,087 $172K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.7% 971 $154K
Board of the Pension Protection Fund 0.13% Add +283.3% 920 $146K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.4% 903 $143K
Parallel Advisors, LLC 0.00% Add +56.6% 896 $142K
Smartleaf Asset Management LLC 0.00% Reduce -28.6% 841 $134K
Evergreen Private Wealth LLC 0.05% Add +45.9% 779 $123K
Canada Post Corp Registered Pension Plan 0.00% Reduce -59.2% 669 $106K
Dara Capital Us, Inc. 0.10% No change 665 $105K
MilWealth Group LLC 0.02% No change 654 $104K
Ameritas Investment Partners, Inc. 0.00% Reduce -80.8% 645 $102K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2.4% 645 $100K
Pension & Wealth Management Advisors, Inc. 0.03% Add +21.6% 624 $99K
CX Institutional 0.00% Reduce -54.8% 565 $89K
FIL Ltd 0.00% Reduce -46.3% 546 $86K
Versant Capital Management, Inc 0.01% Add +10.8% 534 $85K
Assetmark, Inc. 0.00% Add +153.0% 506 $80K
Sterling Capital Management LLC 0.00% Reduce -4.5% 503 $80K
Park Place Capital Corp 0.02% No change 500 $79K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 500 $79K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -16.2% 491 $78K
Transamerica Financial Advisors, LLC 0.01% Add +7233.3% 440 $70K
True Wealth Design, LLC 0.02% Add +4.5% 438 $69K
Penserra Capital Management LLC 0.00% Add +2.2% 413 $64K
Zions Bancorporation, National Association 0.00% Add +13.5% 394 $62K
Grove Bank & Trust 0.01% Reduce -14.1% 391 $62K
Advisory Services Network, LLC 0.00% New 388 $61K
Destiny Wealth Partners, LLC 0.01% New 380 $60K
Owl Creek Wealth Partners LLC 0.02% — 345 $55K
Los Angeles Capital Management LLC 0.00% No change 327 $52K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -7.0% 304 $48K
Quent Capital, LLC 0.00% Reduce -23.4% 297 $47K
Aquatic Capital Management LLC 0.00% Reduce -98.6% 288 $46K
McCollum Christoferson Group LLC 0.01% Add +33.3% 28,406 $39K
GW&K Investment Management, LLC 0.00% Add +247.8% 240 $38K
Basecamp Wealth Advisors LLC 0.01% Add +107.0% 236 $37K
Cassaday & Co Wealth Management LLC 0.00% New 217 $34K
Harbour Investments, Inc. 0.00% Add +344.7% 209 $33K
Caldwell Trust Co 0.00% No change 200 $32K
Sunbelt Securities, Inc. 0.00% No change 197 $31K
Parkside Financial Bank & Trust 0.00% Reduce -11.8% 195 $31K
Innovative Asset Advisors Group, LLC 0.02% — 193 $31K
CYBER HORNET ETFs LLC 0.02% Reduce -13.3% 196 $30K
AdvisorNet Financial, Inc 0.00% Reduce -6.4% 190 $30K
Cromwell Holdings LLC 0.02% Reduce -29.3% 186 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 180 $29K
Community Financial Services Group, LLC 0.01% New 182 $28K
Bell Investment Advisors, Inc 0.00% Add +75.5% 172 $27K
TD Private Client Wealth LLC 0.00% Reduce -16.0% 163 $26K
Aventura Private Wealth, LLC 0.01% Reduce -1.9% 157 $25K
Vanguard National Trust Co 0.00% — 153 $24K
CVA Family Office, LLC 0.00% Reduce -65.6% 152 $24K
Creative Financial Designs Inc. 0.00% Add +1.3% 152 $24K
Larson Financial Group LLC 0.00% Reduce -45.0% 144 $23K
Keating Financial Advisory Services, Inc. 0.00% Add +131.2% 141 $22K
Twin Peaks Wealth Advisors, LLC 0.01% New 140 $22K
Rossby Financial, LCC 0.00% Reduce -46.2% 143 $22K
Private Trust Co. NA 0.00% Reduce -17.1% 136 $22K
SJS Investment Consulting Inc. 0.00% Reduce -64.5% 133 $21K
MV Capital Management, Inc. 0.00% Add +195.6% 133 $21K
Blue Trust, Inc. 0.00% Reduce -43.8% 131 $21K
Quarry LP 0.00% New 111 $18K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 110 $17K
Wealth Preservation Advisors, LLC 0.01% New 106 $17K
Rakuten Securities, Inc. 0.01% Add +1.9% 106 $17K
Entrust Financial LLC 0.01% No change 104 $16K
International Assets Investment Management, LLC 0.00% Add +51.4% 106 $16K
Stance Capital LLC 0.01% New 100 $16K
Ascentis Wealth Management, LLC 0.00% No change 99 $16K
Bartlett & Co. Wealth Management LLC 0.00% Add +4.1% 101 $15K
Covestor Ltd 0.01% Add +66.0% 83 $14K
Strive Financial Group ,LLC 0.01% No change 85 $13K
Coston, McIsaac & Partners 0.00% No change 84 $13K
SBI Securities Co., Ltd. 0.00% No change 82 $13K
Cornerstone Planning Group LLC 0.00% Add +177.4% 86 $13K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -48.0% 77 $12K
Sfam, LLC 0.01% No change 75 $12K
Addison Advisors LLC 0.00% Add +65.9% 73 $12K
Root Financial Partners, LLC 0.00% Add +88.9% 68 $11K
Wellington-Altus USA Inc. 0.01% No change 83 $11K
Manchester Capital Management LLC 0.00% Add +48.8% 64 $10K
Wealth Enhancement Trust Services, Inc. 0.00% No change 64 $10K
Smithfield Trust Co 0.00% No change 66 $10K
Vega Investment Solutions 0.00% No change 63 $10K
Activest Wealth Management 0.00% Reduce -47.9% 61 $10K
WealthCollab, LLC 0.00% New 60 $10K
Frazier Financial Advisors, LLC 0.01% No change 59 $9K
Measured Wealth Private Client Group, LLC 0.00% No change 56 $9K
JPL Wealth Management, LLC 0.00% New 54 $9K
Physician Wealth Advisors, Inc. 0.00% Reduce -46.0% 54 $9K
Farmers & Merchants Investments Inc. 0.00% No change 54 $9K
Asset Dedication, LLC 0.00% Reduce -81.1% 53 $8K
CoreCap Advisors, LLC 0.00% Reduce -20.0% 52 $8K
J.Safra Asset Management Corp 0.00% Add +410.0% 51 $8K
Strategic Wealth Partners, Ltd. 0.00% No change 50 $8K
LRI Investments, LLC 0.00% Add +206.3% 49 $8K
Highline Wealth Partners LLC 0.00% New 48 $8K
Meramec Financial Planners, LLC 0.00% No change 47 $7K
Raiffeisen Bank International AG 0.00% No change 45 $7K
Chilton Capital Management LLC 0.00% No change 45 $7K
Wilmington Savings Fund Society, FSB 0.00% No change 45 $7K
Ares Financial Consulting, LLC 0.01% New 45 $7K
WPG Advisers, LLC 0.01% Add +4.9% 43 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 43 $7K
CENTRAL TRUST Co 0.00% No change 42 $7K
Aspect Partners, LLC 0.00% No change 42 $7K
Salomon & Ludwin, LLC 0.00% Reduce -44.7% 42 $7K
Boreal Capital Management LLC 0.01% No change 38 $6K
Ascentis Independent Advisors 0.00% New 38 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +350.0% 36 $6K
Heritage Wealth Advisors 0.00% New 36 $6K
Millstone Evans Group, LLC 0.00% No change 35 $6K
Kilter Group LLC 0.00% Reduce -67.0% 35 $6K
Red Tortoise LLC 0.00% No change 34 $5K
Cornerstone Financial Management LLC 0.00% Add +135.7% 33 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -13.2% 33 $5K
Colonial Trust Co / SC 0.00% Reduce -44.8% 32 $5K
Johnson Financial Group, Inc. 0.00% Reduce -69.8% 32 $5K
Sachetta, LLC 0.00% Add +416.7% 31 $5K
Maseco LLP 0.00% No change 31 $5K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 29 $5K
Armstrong Advisory Group, Inc. 0.00% Add +107.1% 29 $5K
Spire Wealth Management 0.00% Add +250.0% 28 $4K
Marquette Asset Management, LLC 0.00% Add +125.0% 27 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -56.5% 27 $4K
SouthState Bank Corp 0.00% Add +200.0% 24 $4K
Miller Global Investments, LLC 0.00% No change 22 $3K
CNB Bank 0.00% No change 22 $3K
West Branch Capital LLC 0.00% Reduce -75.3% 21 $3K
Nvwm, LLC 0.00% Add +425.0% 21 $3K
SHP Wealth Management 0.00% Add +1900.0% 20 $3K
Hilton Head Capital Partners, LLC 0.00% No change 20 $3K
Robbins Farley 0.00% No change 20 $3K
Proffitt & Goodson Inc. 0.00% No change 20 $3K
Westfuller Advisors, LLC 0.00% New 19 $3K
Avion Wealth 0.00% Add +76.9% 23 $3K
United Financial Planning Group LLC 0.00% No change 17 $3K
Rialto Wealth Management, LLC 0.00% Add +750.0% 17 $3K
Prestige Wealth Management Group LLC 0.00% Add +60.0% 16 $3K
PlanVest Financial, Inc 0.00% — 16 $3K
Key Financial Inc 0.00% No change 15 $2K
Bogart Wealth, LLC 0.00% Add +7.1% 15 $2K
High Note Wealth, LLC 0.00% Add +55.6% 14 $2K
Clayton Financial Group LLC 0.00% Add +160.0% 13 $2K
Raffa Wealth Management, LLC 0.00% No change 13 $2K
Hughes Financial Services, LLC 0.00% Add +1200.0% 13 $2K
Oakworth Capital, Inc. 0.00% No change 13 $2K
Phillip James Consulting Co. 0.00% No change 13 $2K
Capital Advisors, Ltd. LLC 0.00% Add +71.4% 12 $2K
Summit Securities Group LLC 0.00% Reduce -88.8% 12 $2K
Dagco, Inc. 0.00% Reduce -47.8% 12 $2K
Anfield Capital Management, LLC 0.00% No change 11 $2K
Abound Wealth Management 0.00% Reduce -9.1% 10 $2K
Delta Asset Management LLC 0.00% New 10 $2K
TD Capital Management LLC 0.00% No change 10 $2K
TD Waterhouse Canada Inc. 0.00% Reduce -96.6% 10 $2K
Geneos Wealth Management Inc. 0.00% No change 9 $1K
Country Trust Bank 0.00% No change 8 $1K
Caitong International Asset Management Co., Ltd 0.00% New 7 $1K
Eastern Bank 0.00% Reduce -94.5% 7 $1K
Valley National Advisers Inc. 0.00% New 10 $1K
Strategic Advocates LLC 0.00% No change 6 $950
Signature Equity Partners, LLC 0.00% Add +200.0% 6 $950
Elequin Capital, LP 0.00% New 6 $950
Fortitude Family Office, LLC 0.00% Reduce -93.3% 6 $950
Nemes Rush Group LLC 0.00% No change 6 $950
Arlington Trust Co LLC 0.00% New 6 $950
Clark Wealth Partners 0.00% New 5 $792
Principia Wealth Advisory, LLC 0.00% Reduce -37.5% 5 $792
Quaker Wealth Management, LLC 0.00% Add +150.0% 5 $792
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -94.4% 5 $792
Halbert Hargrove Global Advisors, LLC 0.00% No change 5 $792
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 5 $791
American Capital Advisory, LLC 0.00% No change 4 $634
Private Wealth Management Group, LLC 0.00% Reduce -93.5% 4 $634
TFC Financial Management, Inc. 0.00% New 4 $634
Caitlin John, LLC 0.00% Add +33.3% 4 $633
Tidemark, LLC 0.00% New 4 $633
Synergy Investment Management, LLC 0.00% New 4 $633
North Star Investment Management Corp. 0.00% Reduce -77.8% 4 $633
Nvest Wealth Strategies, Inc. 0.00% New 3 $476
Breakwater Investment Management 0.00% Add +50.0% 3 $476
Portus Wealth Advisors, LLC 0.00% New 3 $475
Wall Street Financial Group, Inc. 0.00% New 3 $475
Bay Harbor Wealth Management, LLC 0.00% No change 3 $475
Golden State Wealth Management, LLC 0.00% No change 3 $475
Elevated Capital Advisors, LLC 0.00% No change 3 $475
First Command Advisory Services, Inc. 0.00% No change 3 $475
First Horizon Corp. 0.00% Reduce -71.4% 2 $317
Dunhill Financial, LLC 0.00% Reduce -50.0% 1 $208
Retirement Wealth Solutions LLC 0.00% Reduce -50.0% 1 $159
DecisionPoint Financial, LLC 0.00% No change 1 $159
DiNuzzo Private Wealth, Inc. 0.00% Reduce -75.0% 1 $159
Imprint Wealth LLC 0.00% No change 1 $158
Curio Wealth, LLC 0.00% New 1 $158
Whipplewood Advisors, LLC 0.00% New 1 $158
WestEnd Advisors, LLC 0.00% No change 1 $158
Napier Financial, LLC 0.00% New 1 $158

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