NovantaNOVT
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 326 institutions reported holding Novanta Inc. (NOVT) in their 13F filings, up 2 from Q1 2025. 42 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($584.0M), Vanguard Group Inc. ($539.6M) and T. Rowe Price Associates Inc. ($241.2M). 7 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Novanta Inc.
- CUSIP
- 67000B104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $22.6M |
| Exits | 44 | $65.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,999,704 shares bought and 3,271,231 shares sold, net −271,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 326 holders
| BlackRock, Inc. | 0.01% | Add +0.0% | 4,529,760 | $584.0M |
| Vanguard Group Inc. | 0.01% | Add +2.3% | 4,185,522 | $539.6M |
| T. Rowe Price Associates Inc. | 0.03% | Add +2.1% | 1,870,662 | $241.2M |
| Conestoga Capital Advisors, LLC | 3.01% | Add +15.7% | 1,579,626 | $203.7M |
| State Street Corp. | 0.01% | Reduce -2.3% | 1,311,515 | $169.1M |
| Wasatch Advisors LP | 0.74% | Add +10.6% | 1,100,029 | $141.8M |
| Geneva Capital Management LLC | 2.14% | Add +5.9% | 988,969 | $127.5M |
| William Blair Investment Management, LLC | 0.34% | Add +5.5% | 979,893 | $126.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 919,666 | $118.6M |
| Allspring Global Investments Holdings, LLC | 0.20% | Add +18.7% | 895,119 | $117.1M |
| Capital International Investors | 0.02% | No change | 755,395 | $97.4M |
| Macquarie Group Ltd. | 0.12% | Reduce -13.3% | 747,719 | $96.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 722,437 | $93.1M |
| Morgan Stanley | 0.01% | Add +52.6% | 714,494 | $92.1M |
| Champlain Investment Partners, LLC | 0.63% | Add +16.5% | 694,691 | $89.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 584,641 | $75.4M |
| Neuberger Berman Group LLC | 0.05% | Reduce -3.5% | 516,914 | $66.6M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 482,189 | $62.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 451,187 | $58.2M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -36.3% | 441,434 | $56.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Reduce -9.4% | 406,549 | $52.4M |
| Wellington Management Group LLP | 0.01% | Reduce -25.3% | 362,511 | $46.7M |
| AXA S.A. | 0.13% | Reduce -26.0% | 338,911 | $43.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.6% | 328,648 | $42.4M |
| Baron Capital (BAMCO) | 0.11% | Add +202.3% | 311,115 | $40.1M |
| GW&K Investment Management, LLC | 0.35% | Reduce -9.1% | 305,216 | $39.4M |
| Bank of New York Mellon Corp | 0.01% | Add +9.8% | 288,077 | $37.1M |
| Royal Bank of Canada | 0.01% | Add +6.1% | 282,505 | $36.4M |
| Bank of America Corp. | 0.00% | Add +43.7% | 280,171 | $36.1M |
| Sei Investments Co. | 0.04% | Add +10.1% | 276,300 | $35.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.0% | 266,563 | $34.4M |
| Blair William & Co. | 0.09% | Reduce -40.8% | 259,358 | $33.4M |
| Norges Bank | 0.00% | Reduce -14.0% | 232,544 | $30.0M |
| Schroder Investment Management Group | 0.02% | Reduce -16.9% | 220,838 | $28.5M |
| Brown Advisory Inc. | 0.04% | Add +8526.6% | 220,409 | $28.4M |
| DF Dent & Co. Inc. | 0.34% | Add +32.6% | 207,309 | $26.7M |
| FMR LLC | 0.00% | Add +1296.5% | 193,841 | $25.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.0% | 192,097 | $24.8M |
| Fred Alger Management, LLC | 0.11% | Add +171.9% | 186,327 | $24.0M |
| Bessemer Group Inc. | 0.04% | Add +17.6% | 178,139 | $23.0M |
| Legal & General Group Plc | 0.01% | Add +10.2% | 171,314 | $22.1M |
| Public Employees Retirement Association of Colorado | 0.08% | Reduce -0.2% | 168,044 | $21.7M |
| WCM Investment Management, LLC | 0.05% | Add +115.0% | 158,833 | $20.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -6.3% | 157,374 | $20.3M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -51.7% | 153,512 | $19.8M |
| Telemark Asset Management, LLC | 2.05% | Add +66.7% | 150,000 | $19.3M |
| Exchange Traded Concepts, LLC | 0.24% | Add +6.5% | 146,097 | $18.8M |
| Victory Capital Management Inc. | 0.01% | Add +1609.3% | 141,687 | $18.3M |
| Voloridge Investment Management, LLC | 0.07% | Add +10.5% | 137,496 | $17.7M |
| Clearline Capital LP | 1.53% | Add +0.8% | 134,966 | $17.4M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -0.2% | 132,350 | $17.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +16.0% | 130,629 | $16.8M |
| Squarepoint Ops LLC | 0.04% | Reduce -5.1% | 130,113 | $16.8M |
| Aristotle Capital Boston, LLC | 0.81% | Reduce -5.3% | 122,656 | $15.8M |
| Rhumbline Advisers | 0.01% | Add +4.9% | 117,785 | $15.2M |
| Nuveen, LLC | 0.00% | Reduce -14.1% | 107,976 | $13.9M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +77.6% | 101,054 | $13.0M |
| Polar Asset Management Partners Inc. | 0.40% | Add +37.0% | 91,800 | $11.8M |
| Trexquant Investment LP | 0.12% | Add +263.4% | 85,013 | $11.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -9.8% | 82,623 | $10.7M |
| Barclays PLC | 0.00% | Add +44.1% | 78,306 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.3% | 70,795 | $9.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -92.3% | 70,573 | $9.1M |
| Southpoint Capital Advisors LP | 0.23% | No change | 70,000 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +14.4% | 69,214 | $8.9M |
| Clearbridge Investments, LLC | 0.01% | Reduce -33.6% | 69,170 | $8.9M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 68,700 | $8.9M |
| Millennium Management | 0.01% | Reduce -72.9% | 67,188 | $8.7M |
| Thames Capital Management LLC | 1.86% | Add +19.6% | 63,767 | $8.2M |
| Bradley Foster & Sargent Inc. | 0.12% | New | 61,044 | $7.9M |
| Kornitzer Capital Management Inc. | 0.15% | No change | 59,255 | $7.6M |
| Invesco Ltd. | 0.00% | Reduce -6.7% | 56,336 | $7.3M |
| Twinbeech Capital LP | 0.16% | Add +10.7% | 55,166 | $7.1M |
| Summit Creek Advisors LLC | 0.97% | Reduce -4.1% | 53,933 | $7.0M |
| Mutual of America Capital Management LLC | 0.07% | Add +16.5% | 53,266 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 48,928 | $6.3M |
| California Public Employees Retirement System | 0.00% | Reduce -55.7% | 47,660 | $6.1M |
| Renaissance Technologies | 0.01% | Add +1446.7% | 46,400 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Add +2.9% | 45,217 | $5.8M |
| Roubaix Capital, LLC | 2.75% | Add +72.5% | 44,401 | $5.7M |
| Retirement Systems of Alabama | 0.02% | Add +0.6% | 43,964 | $5.7M |
| Nicholas Company, Inc. | 0.09% | No change | 40,514 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Add +0.3% | 40,297 | $5.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.7% | 39,886 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.4% | 35,911 | $4.6M |
| Advantage Alpha Capital Partners LP | 1.24% | Reduce -7.9% | 35,763 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -51.1% | 33,934 | $4.4M |
| Holocene Advisors, LP | 0.01% | Add +34.3% | 33,396 | $4.3M |
| Capital Fund Management S.A. | 0.05% | Add +158.4% | 33,200 | $4.3M |
| California State Teachers Retirement System | 0.00% | No change | 33,195 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.2% | 32,743 | $4.2M |
| Mawer Investment Management Ltd. | 0.02% | New | 32,207 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -21.1% | 29,144 | $3.8M |
| Edgestream Partners, L.P. | 0.10% | Reduce -68.5% | 29,058 | $3.7M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +17.5% | 26,665 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -15.4% | 26,135 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +3.4% | 25,128 | $3.2M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -29.9% | 23,634 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -35.2% | 23,137 | $3.0M |
| AQR Capital Management | 0.00% | Add +445.5% | 23,079 | $3.0M |
| Engineers Gate Manager LP | 0.04% | Add +48.6% | 23,001 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +47.3% | 22,432 | $2.9M |
| New Age Alpha Advisors, LLC | 0.12% | Add +178.9% | 21,149 | $2.7M |
| Azzad Asset Management Inc. | 0.29% | Reduce -0.3% | 20,792 | $2.7M |
| Moody Aldrich Partners LLC | 0.51% | Reduce -1.5% | 20,528 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +27.1% | 20,461 | $2.6M |
| UBS Group AG | 0.00% | Reduce -26.4% | 20,386 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -22.6% | 20,286 | $2.6M |
| Essex Investment Management Co. LLC | 0.47% | Reduce -0.7% | 20,111 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.9% | 19,265 | $2.5M |
| Intech Investment Management LLC | 0.02% | No change | 18,687 | $2.4M |
| Amundi | 0.00% | Add +2.0% | 18,042 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +220.8% | 17,312 | $2.2M |
| Creative Planning | 0.00% | Add +22.2% | 17,292 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -73.5% | 16,338 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 16,045 | $2.1M |
| Amalgamated Bank | 0.02% | Reduce -1.4% | 15,808 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.5% | 15,451 | $2.0M |
| TD Asset Management Inc | 0.00% | Reduce -36.3% | 14,836 | $1.9M |
| Axiom Investors LLC | 0.02% | Reduce -61.7% | 14,532 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,492 | $1.9M |
| Zions Bancorporation, National Association | 0.10% | Reduce -6.4% | 13,950 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Add +39.6% | 13,692 | $1.8M |
| Occudo Quantitative Strategies LP | 0.18% | Add +41.8% | 12,552 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.1% | 12,019 | $1.5M |
| Quantbot Technologies LP | 0.04% | Reduce -41.3% | 11,740 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -43.1% | 11,686 | $1.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +8193.5% | 11,445 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,803 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.8% | 10,637 | $1.4M |
| Magnetar Financial LLC | 0.01% | Reduce -56.1% | 10,630 | $1.4M |
| Atika Capital Management LLC | 0.14% | New | 10,600 | $1.4M |
| Gotham Asset Management | 0.01% | Add +68.0% | 10,574 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +1.6% | 10,461 | $1.3M |
| Glenmede Investment Management, LP | 0.01% | — | 10,428 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | No change | 10,100 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.2% | 10,054 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +131.8% | 8,248 | $1.3M |
| Jain Global LLC | 0.02% | Add +7.0% | 9,799 | $1.3M |
| Voya Investment Management LLC | 0.00% | Add +1.2% | 9,723 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +51.2% | 9,666 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.6% | 9,242 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,092 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -3.2% | 9,002 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -27.7% | 8,999 | $1.2M |
| State of Michigan Retirement System | 0.01% | No change | 8,600 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 8,469 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.6% | 8,315 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.0% | 8,216 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.6% | 8,031 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,011 | $1.0M |
| Caxton Associates LLP | 0.03% | New | 7,948 | $1.0M |
| Headlands Technologies LLC | 0.12% | Reduce -17.9% | 7,941 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +23.7% | 7,787 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +8.6% | 7,600 | $980K |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.4% | 7,410 | $955K |
| New Mexico Educational Retirement Board | 0.03% | No change | 7,300 | $941K |
| Brevan Howard Capital Management LP | 0.01% | Add +41.7% | 7,252 | $935K |
| Regions Financial Corp. | 0.01% | No change | 7,005 | $903K |
| Algert Global LLC | 0.02% | No change | 6,910 | $891K |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 6,808 | $878K |
| Man Group plc | 0.00% | New | 6,546 | $844K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -12.7% | 6,529 | $842K |
| State of Wisconsin Investment Board | 0.00% | Add +66.7% | 6,404 | $826K |
| Peregrine Capital Management LLC | 0.02% | Reduce -30.5% | 6,143 | $792K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -9.9% | 6,030 | $777K |
| Legato Capital Management LLC | 0.09% | Reduce -0.3% | 5,998 | $773K |
| Empowered Funds, LLC | 0.01% | New | 5,991 | $772K |
| Aigen Investment Management, LP | 0.10% | Reduce -21.9% | 5,780 | $745K |
| New York State Teachers Retirement System | 0.00% | No change | 5,676 | $732K |
| XTX Topco Ltd | 0.03% | Add +111.2% | 5,446 | $702K |
| Xponance LLC | 0.01% | Reduce -0.7% | 5,338 | $688K |
| Argent Capital Management LLC | 0.02% | Add +4.9% | 5,282 | $681K |
| Callan Family Office, LLC | 0.02% | Add +65.8% | 5,117 | $660K |
| Transatlantique Private Wealth LLC | 0.24% | Reduce -0.1% | 5,107 | $658K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +321.8% | 5,049 | $651K |
| Tidal Investments LLC | 0.00% | Add +15.5% | 4,779 | $616K |
| US Bancorp \de | 0.00% | Add +9.1% | 4,525 | $583K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.1% | 4,450 | $574K |
| iSAM Funds (UK) Ltd | 0.12% | Add +92.9% | 4,342 | $560K |
| Commerce Bank | 0.00% | No change | 4,171 | $538K |
| First Trust Advisors LP | 0.00% | New | 4,093 | $528K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.0% | 4,031 | $519K |
| Jump Financial, LLC | 0.01% | Reduce -62.0% | 3,885 | $501K |
| M&T Bank Corp | 0.00% | Add +6.7% | 3,785 | $488K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.8% | 3,747 | $483K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.3% | 3,652 | $471K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -21.3% | 3,643 | $470K |
| Entropy Technologies, LP | 0.04% | Add +65.2% | 3,548 | $457K |
| Cynosure Group, LLC | 0.05% | Add +45.3% | 3,524 | $454K |
| Nicolet Advisory Services, LLC | 0.04% | Add +16.1% | 3,777 | $454K |
| Lazard Asset Management LLC | 0.00% | New | 3,441 | $443K |
| Focus Partners Wealth | 0.00% | Add +5.8% | 3,360 | $433K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.3% | 3,358 | $433K |
| Bank of Montreal | 0.00% | Reduce -16.5% | 3,294 | $425K |
| Quadrant Capital Group LLC | 0.02% | Add +36.6% | 3,265 | $421K |
| Captrust Financial Advisors | 0.00% | Add +30.7% | 3,191 | $411K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 3,089 | $398K |
| Atria Investments, Inc | 0.00% | Add +11.2% | 3,031 | $391K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $387K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +22.4% | 3,000 | $387K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +25.5% | 2,981 | $384K |
| Centiva Capital, LP | 0.03% | Reduce -34.8% | 2,945 | $380K |
| STRS Ohio | 0.00% | Reduce -9.4% | 2,900 | $374K |
| Osaic Holdings, Inc. | 0.00% | Add +471.7% | 2,893 | $371K |
| Summitry LLC | 0.02% | Add +27.6% | 2,762 | $356K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,732 | $352K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,634 | $340K |
| Pacer Advisors, Inc. | 0.00% | Reduce -18.6% | 2,629 | $339K |
| Norden Group LLC | 0.04% | Reduce -17.2% | 2,550 | $329K |
| Truist Financial Corp. | 0.00% | New | 2,525 | $326K |
| Gsa Capital Partners LLP | 0.02% | Reduce -42.1% | 2,485 | $320K |
| WoodTrust Financial Corp | 0.04% | No change | 2,433 | $314K |
| Mariner, LLC | 0.00% | Add +37.4% | 2,435 | $314K |
| SG Americas Securities, LLC | 0.00% | Add +18.9% | 2,377 | $306K |
| Vestcor Inc | 0.01% | No change | 2,272 | $293K |
| Mirova | 0.04% | Reduce -62.3% | 2,261 | $292K |
| Chicago Capital, LLC | 0.01% | No change | 2,165 | $279K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.2% | 2,072 | $267K |
| Independent Advisor Alliance | 0.01% | Reduce -32.9% | 2,007 | $259K |
| HSBC Holdings PLC | 0.00% | Reduce -27.1% | 2,003 | $257K |
| Madison Wealth Partners, Inc | 0.06% | No change | 1,983 | $256K |
| Aquatic Capital Management LLC | 0.01% | New | 1,981 | $255K |
| Marco Investment Management LLC | 0.02% | New | 1,970 | $254K |
| Portside Wealth Group, LLC | 0.04% | Reduce -5.4% | 1,967 | $254K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.8% | 1,962 | $253K |
| Lindenwold Advisors, INC | 0.13% | Add +18.2% | 1,915 | $247K |
| &partners | 0.00% | Add +2.1% | 1,728 | $222K |
| Syon Capital LLC | 0.01% | New | 1,696 | $219K |
| Sanctuary Advisors, LLC | 0.00% | New | 1,671 | $215K |
| Moody National Bank Trust Division | 0.02% | New | 1,654 | $213K |
| Inceptionr LLC | 0.05% | New | 1,653 | $213K |
| Blueshift Asset Management, LLC | 0.07% | New | 1,652 | $213K |
| HighTower Advisors, LLC | 0.00% | New | 1,606 | $207K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,547 | $206K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,598 | $206K |
| Hardy Reed LLC | 0.02% | New | 1,591 | $205K |
| Premier Fund Managers Ltd | 0.01% | Reduce -48.4% | 1,575 | $205K |
| Krane Funds Advisors LLC | 0.01% | New | 1,573 | $203K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -14.9% | 1,564 | $202K |
| Van Eck Associates Corp. | 0.00% | Add +39.2% | 1,388 | $179K |
| Spire Wealth Management | 0.01% | Reduce -27.7% | 1,267 | $163K |
| Cwm, LLC | 0.00% | Add +199.0% | 1,208 | $156K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -12.0% | 1,141 | $147K |
| Hilltop National Bank | 0.03% | — | 1,013 | $131K |
| KBC Group NV | 0.00% | Reduce -34.6% | 1,006 | $130K |
| State of Wyoming | 0.01% | Reduce -67.3% | 925 | $119K |
| Fifth Third Bancorp | 0.00% | No change | 878 | $113K |
| Shell Asset Management Co. | 0.00% | New | 853 | $110K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.0% | 692 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | Add +29.0% | 671 | $87K |
| Strengthening Families & Communities, LLC | 0.05% | No change | 660 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.5% | 562 | $72K |
| Huntington National Bank | 0.00% | Add +65.7% | 492 | $63K |
| Assetmark, Inc. | 0.00% | Add +4.2% | 427 | $55K |
| Leonteq Securities AG | 0.00% | Reduce -36.9% | 421 | $54K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 401 | $52K |
| Signaturefd, LLC | 0.00% | Reduce -3.1% | 401 | $52K |
| Danske Bank A/S | 0.00% | New | 400 | $52K |
| GAMMA Investing LLC | 0.00% | Reduce -7.2% | 372 | $48K |
| UMB Bank, n.a. | 0.00% | Reduce -43.1% | 349 | $45K |
| Quarry LP | 0.01% | Add +792.3% | 232 | $30K |
| Larson Financial Group LLC | 0.00% | Add +593.8% | 222 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +53.1% | 219 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 198 | $26K |
| First Horizon Advisors, Inc. | 0.00% | No change | 188 | $24K |
| Clearstead Advisors, LLC | 0.00% | Add +25.6% | 152 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 135 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.0% | 132 | $17K |
| Brooklyn Investment Group | 0.00% | Add +972.7% | 118 | $15K |
| CI Investments Inc. | 0.00% | Add +73.8% | 113 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -51.5% | 111 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +2020.0% | 106 | $14K |
| Covestor Ltd | 0.01% | Add +95.9% | 96 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +135.1% | 87 | $11K |
| MAI Capital Management | 0.00% | New | 66 | $9K |
| Key Financial Inc | 0.00% | No change | 63 | $8K |
| NBT Bank, N.A. | 0.00% | New | 47 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -50.0% | 43 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.1% | 43 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -28.6% | 40 | $5K |
| Allworth Financial LP | 0.00% | Add +191.7% | 35 | $5K |
| Hemington Wealth Management | 0.00% | Add +33.3% | 32 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +181.8% | 31 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +14.8% | 31 | $4K |
| Essential Partners LLC | 0.00% | — | 30 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 30 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +172.7% | 30 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 28 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 27 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -68.3% | 26 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 24 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +2300.0% | 24 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -48.9% | 23 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -43.9% | 23 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 20 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 20 | $3K |
| Principal Securities, Inc. | 0.00% | Add +171.4% | 19 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 20 | $2K |
| Sachetta, LLC | 0.00% | New | 18 | $2K |
| High Note Wealth, LLC | 0.00% | New | 15 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 15 | $2K |
| Capital A Wealth Management, LLC | 0.02% | New | 11 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -60.6% | 13 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 10 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -47.4% | 10 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | New | 9 | $1K |
| Blue Trust, Inc. | 0.00% | Add +200.0% | 9 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 6 | $780 |
| Fortitude Family Office, LLC | 0.00% | New | 6 | $774 |
| SouthState Bank Corp | 0.00% | Add +25.0% | 5 | $645 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $455 |
| Activest Wealth Management | 0.00% | New | 3 | $387 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 3 | $387 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $258 |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $258 |
| Raleigh Capital Management Inc. | 0.00% | No change | 2 | $258 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $258 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $129 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $129 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $129 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $129 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $129 |
| True Wealth Design, LLC | 0.00% | New | 1 | $129 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $129 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $128 |
"% of holder's portfolio" is NOVT's weight in each manager's 13F, not the share of Novanta Inc. the manager owns.