NovantaNOVT

13F holders, Q1 2026 (March 31)
332holders +4
41new positions
37sold out
5famous investors
$117.94avg. 13F price*

At the end of Q1 2026, 332 institutions reported holding Novanta Inc. (NOVT) in their 13F filings, up 4 from Q4 2025. 41 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($549.8M), Vanguard Portfolio Management LLC ($292.5M) and T. Rowe Price Associates Inc. ($210.8M). 5 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Novanta Inc.
CUSIP
67000B104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 284Q1 2024Q2 2024: 270Q2 2024Q3 2024: 288Q3 2024Q4 2024: 303Q4 2024Q1 2025: 324Q1 2025Q2 2025: 326Q2 2025Q3 2025: 319Q3 2025Q4 2025: 328Q4 2025Q1 2026: 332Q1 2026Q2 2026: 391Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions41$36.9M
Exits37$74.5M

All 13F filers, Q4 2025 → Q1 2026: 4,527,318 shares bought and 2,684,953 shares sold, net +1,842,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 332 holders

BlackRock, Inc. 0.01% Add +1.6% 4,654,895 $549.8M
Vanguard Portfolio Management LLC 0.02% — 2,476,881 $292.5M
T. Rowe Price Associates Inc. 0.02% Add +193.3% 1,784,424 $210.8M
Allspring Global Investments Holdings, LLC 0.35% Add +27.0% 1,776,694 $210.3M
Vanguard Capital Management LLC 0.00% — 1,613,215 $190.5M
Conestoga Capital Advisors, LLC 3.42% Reduce -0.6% 1,449,815 $171.2M
State Street Corp. 0.01% Add +1.5% 1,339,164 $158.2M
Wasatch Advisors LP 0.78% Add +54.6% 996,645 $117.7M
Geode Capital Management, LLC 0.01% Add +3.5% 936,974 $110.7M
Geneva Capital Management LLC 2.34% Add +3.1% 931,270 $110.0M
Baron Capital (BAMCO) 0.33% Reduce -2.3% 915,083 $108.1M
Congress Asset Management Co. 0.77% Add +48.6% 909,710 $107.4M
GW&K Investment Management, LLC 0.89% Add +16.5% 858,654 $101.4M
William Blair Investment Management, LLC 0.31% Reduce -13.8% 783,084 $92.5M
American Century Companies Inc. 0.04% Add +17.3% 693,230 $81.9M
Nomura Asset Management International Inc. 0.13% Reduce -4.3% 661,156 $78.1M
Dimensional Fund Advisors LP 0.02% Add +5.7% 631,806 $74.6M
JPMorgan Chase & Co. 0.00% Reduce -17.7% 643,174 $72.7M
Northern Trust Corp. 0.01% Add +0.3% 502,106 $59.3M
Sei Investments Co. 0.05% Add +47.6% 484,316 $57.2M
Mawer Investment Management Ltd. 0.37% Add +5.5% 482,183 $57.0M
Schroder Investment Management Group 0.05% Reduce -16.7% 500,079 $56.6M
Brown Advisory Inc. 0.09% Reduce -15.7% 458,542 $54.2M
Bank of America Corp. 0.00% Add +18.4% 456,241 $53.9M
Charles Schwab Investment Management Inc. 0.01% Add +0.9% 445,599 $52.6M
Goldman Sachs Group Inc. 0.01% Reduce -8.7% 441,413 $52.1M
Morgan Stanley 0.00% Add +5.3% 438,620 $51.8M
Wellington Management Group LLP 0.01% Add +16.6% 417,237 $49.3M
Barrow Hanley Mewhinney & Strauss LLC 0.16% Add +18.7% 411,514 $48.6M
Champlain Investment Partners, LLC 0.59% Reduce -18.5% 392,117 $46.3M
DF Dent & Co. Inc. 0.88% Reduce -17.3% 386,877 $45.7M
ACK Asset Management LLC 5.53% No change 375,000 $44.3M
Telemark Asset Management, LLC 4.09% No change 375,000 $44.3M
American Capital Management Inc. 2.37% Reduce -2.1% 373,874 $44.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +11.5% 323,264 $38.2M
Harvey Partners, LLC 3.07% Add +5.3% 320,000 $37.8M
Bank of New York Mellon Corp 0.01% Add +33.4% 302,611 $35.7M
Clearline Capital LP 2.61% Reduce -11.8% 284,220 $33.6M
Janus Henderson Group PLC 0.01% Reduce -10.6% 265,654 $31.4M
Vanguard Fiduciary Trust Co. 0.01% — 248,976 $29.4M
Victory Capital Management Inc. 0.02% Add +190.3% 225,213 $26.6M
Royal Bank of Canada 0.00% Reduce -10.7% 219,786 $26.0M
Exchange Traded Concepts, LLC 0.20% Add +7.8% 215,551 $25.5M
Bessemer Group Inc. 0.04% Add +32.2% 211,004 $24.9M
Legal & General Group Plc 0.01% Add +1.0% 209,215 $24.7M
Voloridge Investment Management, LLC 0.09% Reduce -18.0% 198,771 $23.5M
Silvercrest Asset Management Group LLC 0.17% Add +30.6% 197,862 $23.4M
Greenhouse Funds LLLP 1.10% Reduce -13.0% 196,628 $23.2M
Ameriprise Financial Inc. 0.01% Reduce -10.0% 184,255 $21.8M
Marshall Wace, LLP 0.02% Add +2389.9% 183,707 $21.7M
WCM Investment Management, LLC 0.05% Reduce -4.9% 186,832 $21.1M
Principal Financial Group Inc. 0.01% Add +125.7% 176,221 $20.8M
Artisan Partners Limited Partnership 0.03% Add +34.7% 175,967 $20.8M
Fred Alger Management, LLC 0.09% Reduce -12.1% 171,359 $20.2M
Aristotle Capital Boston, LLC 1.22% Reduce -6.1% 165,939 $19.6M
Envestnet Asset Management Inc. 0.00% Add +61.2% 154,103 $18.2M
Capital International Investors 0.00% No change 134,552 $15.9M
Blair William & Co. 0.05% Reduce -3.8% 133,117 $15.7M
Public Employees Retirement Association of Colorado 0.06% No change 130,644 $15.4M
Bradley Foster & Sargent Inc. 0.24% Add +24.1% 128,861 $15.2M
Nuveen, LLC 0.00% Add +5.0% 115,682 $13.7M
AQR Capital Management 0.01% Reduce -30.8% 118,198 $13.7M
Fenimore Asset Management Inc 0.30% Reduce -2.5% 115,624 $13.7M
Granite Investment Partners, LLC 0.83% Add +0.7% 114,234 $13.5M
HSBC Holdings PLC 0.01% Reduce -39.5% 112,081 $13.1M
Point72 Asset Management 0.02% Reduce -64.6% 108,105 $12.8M
Osaic Holdings, Inc. 0.02% Add +103.1% 107,440 $12.7M
Osterweis Capital Management Inc. 0.78% Add +5.3% 107,050 $12.6M
Rhumbline Advisers 0.01% Add +0.9% 105,015 $12.4M
Segall Bryant & Hamill, LLC 0.17% Reduce -4.9% 103,033 $12.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.4% 95,081 $11.2M
G2 Investment Partners Management LLC 2.50% New 85,950 $10.2M
Raymond James Financial Inc. 0.00% Add +43.6% 85,187 $10.1M
Invesco Ltd. 0.00% Add +5.7% 71,993 $8.5M
Mutual of America Capital Management LLC 0.10% Reduce -1.8% 71,891 $8.5M
Axiom Investors LLC 0.09% Add +49.5% 71,614 $8.5M
Swiss National Bank 0.00% Reduce -0.4% 70,700 $8.4M
Southpoint Capital Advisors LP 0.17% No change 70,000 $8.3M
Alliancebernstein L.P. 0.00% Reduce -2.9% 68,643 $8.2M
Summit Creek Advisors LLC 1.59% Reduce -11.2% 65,404 $7.7M
Kornitzer Capital Management Inc. 0.15% Add +1.3% 60,035 $7.1M
Scopus Asset Management, L.P. 0.21% New 56,720 $6.7M
UBS Group AG 0.00% Add +210.0% 52,979 $6.3M
New York State Common Retirement Fund 0.01% No change 48,085 $5.7M
Nicholas Company, Inc. 0.11% Reduce -0.5% 47,995 $5.7M
Thrivent Financial for Lutherans 0.01% Reduce -1.1% 47,803 $5.6M
California Public Employees Retirement System 0.00% Add +3.8% 47,721 $5.6M
Natixis Advisors, LLC 0.01% Add +23.6% 46,887 $5.5M
Retirement Systems of Alabama 0.02% Add +2.1% 43,858 $5.2M
California State Teachers Retirement System 0.01% Add +22.0% 41,627 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.3% 41,601 $4.8M
Jones Financial Companies LLLP 0.00% Add +47986.2% 41,835 $4.7M
Oppenheimer Asset Management Inc. 0.05% Add +43.9% 37,987 $4.5M
Portolan Capital Management, LLC 0.24% Reduce -65.0% 37,507 $4.4M
Citigroup Inc. 0.00% Add +0.0% 37,068 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -0.6% 36,686 $4.3M
Truist Financial Corp. 0.01% Add +264.5% 36,313 $4.3M
Castleark Management LLC 0.14% New 34,990 $4.1M
Deutsche Bank AG 0.00% Add +9.9% 34,981 $4.1M
Balyasny Asset Management L.P. 0.01% Reduce -14.8% 34,247 $4.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 32,644 $3.9M
Wells Fargo & Company 0.00% Reduce -42.2% 32,151 $3.8M
SMA Capital LLC 1.56% Reduce -21.6% 30,563 $3.6M
Creative Planning 0.00% Add +39.6% 30,046 $3.5M
HERALD INVESTMENT MANAGEMENT Ltd 0.47% Reduce -17.8% 28,780 $3.4M
Barclays PLC 0.00% Reduce -64.3% 27,608 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +34.9% 27,564 $3.3M
Qube Research & Technologies Ltd 0.00% Reduce -16.1% 27,554 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -8.7% 26,270 $3.1M
LPL Financial LLC 0.00% Add +13.3% 25,745 $3.0M
Holocene Advisors, LP 0.01% Reduce -36.6% 25,698 $3.0M
Krane Funds Advisors LLC 0.12% Add +52.9% 25,341 $3.0M
Intech Investment Management LLC 0.03% Add +61.0% 24,132 $2.9M
Amundi 0.00% Add +17.9% 23,187 $2.7M
Citadel Advisors 0.00% Reduce -54.7% 22,894 $2.7M
Brevan Howard Capital Management LP 0.03% Reduce -3.7% 21,589 $2.5M
Harbor Capital Advisors, Inc. 0.21% New 21,511 $2.5M
Boothbay Fund Management, LLC 0.06% New 21,440 $2.5M
Moody Aldrich Partners LLC 0.45% Add +3.5% 21,213 $2.5M
Stifel Financial Corp. 0.00% Add +37.9% 20,771 $2.5M
Essex Investment Management Co. LLC 0.39% Add +1.8% 20,703 $2.4M
CANADA LIFE ASSURANCE Co 0.00% No change 20,286 $2.4M
Russell Investments Group, Ltd. 0.00% Reduce -19.8% 19,724 $2.3M
Pathstone Holdings, LLC 0.01% Add +14.2% 19,696 $2.3M
Cerity Partners LLC 0.00% Add +45.0% 19,652 $2.3M
Public Employees Retirement System of Ohio 0.01% Add +0.1% 16,285 $1.9M
Diversify Wealth Management, LLC 0.03% New 15,217 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -28.4% 15,517 $1.8M
Amalgamated Bank 0.01% Add +2.7% 15,477 $1.8M
D. E. Shaw & Co. 0.00% Reduce -85.2% 15,091 $1.8M
FMR LLC 0.00% Add +111.7% 14,635 $1.7M
Vanguard Global Advisers, LLC 0.00% — 14,461 $1.7M
Trexquant Investment LP 0.01% Add +144.4% 14,046 $1.7M
Cetera Investment Advisers 0.00% Add +39.3% 13,950 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 13,897 $1.6M
Orion Porfolio Solutions, LLC 0.01% Add +56.4% 13,500 $1.6M
Gibbs Wealth Management 0.20% Add +156.5% 12,806 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,935 $1.4M
Susquehanna International Group, LLP 0.00% Add +185.9% 11,806 $1.4M
Captrust Financial Advisors 0.00% Add +83.9% 11,737 $1.4M
Two Sigma Investments, LP 0.00% No change 11,618 $1.4M
Caxton Associates LLP 0.03% New 11,535 $1.4M
Handelsbanken Fonder AB 0.00% Reduce -93.5% 11,411 $1.3M
US Bancorp \de 0.00% Reduce -3.3% 11,090 $1.3M
Diversified Trust Co. 0.02% Add +4.4% 10,885 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 10,803 $1.3M
Quantinno Capital Management LP 0.00% Add +1.6% 10,746 $1.3M
Glenmede Trust Co. NA 0.01% Reduce -0.7% 10,551 $1.2M
XTX Topco Ltd 0.02% Add +297.5% 10,534 $1.2M
1492 Capital Management LLC 0.47% Reduce -0.1% 10,493 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -5.4% 10,453 $1.2M
Sterling Capital Management LLC 0.02% Reduce -19.3% 10,414 $1.2M
Louisiana State Employees Retirement System 0.02% Add +5.0% 10,400 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -5.8% 10,138 $1.2M
Elo Mutual Pension Insurance Co 0.02% New 10,022 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% No change 9,898 $1.2M
Arizona State Retirement System 0.01% Reduce -2.0% 9,827 $1.2M
Ameritas Investment Partners, Inc. 0.03% No change 9,488 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 8,964 $1.1M
Vanguard Investments Australia, Ltd. 0.00% — 8,858 $1.0M
State of Michigan Retirement System 0.01% Add +1.2% 8,600 $1.0M
Dark Forest Capital Management LP 0.08% New 8,076 $954K
Callan Family Office, LLC 0.02% Add +25.7% 8,018 $947K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 8,015 $947K
State Board of Administration of Florida Retirement System 0.00% No change 7,989 $944K
KLP Kapitalforvaltning As 0.00% Add +4.0% 7,900 $933K
Empowered Funds, LLC 0.01% Reduce -1.0% 7,810 $922K
Regions Financial Corp. 0.01% Add +3.7% 7,801 $921K
Argent Capital Management LLC 0.03% Add +55.4% 7,670 $906K
Oregon Public Employees Retirement Fund 0.01% Add +3.3% 7,378 $871K
Mariner, LLC 0.00% Add +9.1% 7,334 $865K
New Mexico Educational Retirement Board 0.03% No change 7,300 $862K
Portside Wealth Group, LLC 0.12% Add +77.8% 7,210 $852K
New Age Alpha Advisors, LLC 0.04% Reduce -2.6% 7,096 $838K
Kerrisdale Advisers, LLC 0.31% New 6,820 $806K
Neuberger Berman Group LLC 0.00% Add +15.7% 6,790 $802K
Zions Bancorporation, National Association 0.05% Reduce -38.6% 6,719 $794K
ProShare Advisors LLC 0.00% Reduce -17.0% 6,668 $788K
Legato Capital Management LLC 0.07% Reduce -1.4% 6,483 $766K
Pictet Asset Management Holding SA 0.00% Add +7.6% 6,364 $752K
Voya Investment Management LLC 0.00% Reduce -3.4% 6,230 $736K
Van Eck Associates Corp. 0.00% Add +78.8% 6,207 $733K
Prudential Financial Inc. 0.00% Add +127.4% 6,149 $726K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +17.7% 5,667 $669K
State of Alaska, Department of Revenue 0.01% Add +0.8% 5,448 $642K
Pacer Advisors, Inc. 0.00% Add +0.2% 5,420 $640K
Xponance LLC 0.00% Add +16.0% 5,360 $633K
Atria Investments, Inc 0.01% Add +25.4% 5,196 $614K
Banque Transatlantique SA 0.01% New 4,941 $584K
Two Sigma Securities, LLC 0.07% Reduce -38.2% 4,916 $581K
Fiduciary Trust Co 0.01% Add +8.3% 4,839 $572K
Tidal Investments LLC 0.00% Add +25.4% 4,838 $571K
Commerce Bank 0.00% Reduce -6.3% 4,815 $569K
Tower Research Capital LLC (TRC) 0.01% Add +1.5% 4,687 $554K
New York State Teachers Retirement System 0.00% Reduce -20.4% 4,518 $534K
Summitry LLC 0.02% Add +14.6% 4,304 $508K
WoodTrust Financial Corp 0.07% Add +30.5% 4,283 $506K
MML Investors Services, LLC 0.00% Reduce -9.7% 4,279 $505K
Nicolet Bankshares Inc. 0.02% New 4,218 $499K
Verition Fund Management LLC 0.01% Reduce -71.0% 4,151 $490K
Alliance Wealth Advisors, LLC 0.11% New 4,129 $488K
PNC Financial Services Group, Inc. 0.00% Add +22.8% 3,831 $452K
Mercer Global Advisors Inc. 0.00% Add +41.1% 3,721 $439K
Toronto Dominion Bank 0.00% Add +9.2% 3,694 $436K
Crossmark Global Holdings, Inc. 0.01% Add +3.9% 3,628 $429K
Quadrant Capital Group LLC 0.01% Reduce -1.2% 3,556 $420K
Cwm, LLC 0.00% Add +11.6% 3,515 $415K
State of Wisconsin Investment Board 0.00% Add +82.3% 3,496 $413K
Central Pacific Bank - Trust Division 0.05% Add +26.3% 3,315 $392K
Vanguard Personalized Indexing Management, LLC 0.00% Add +17.4% 3,208 $379K
Park Avenue Securities LLC 0.00% Add +36.3% 3,142 $371K
Norden Group LLC 0.03% New 3,028 $358K
NewEdge Advisors, LLC 0.00% Add +1.8% 2,990 $353K
Bank of Montreal 0.00% Add +5.1% 2,844 $336K
State of Wyoming 0.04% New 2,823 $333K
Securian Asset Management, Inc. 0.01% Add +4.2% 2,637 $311K
Verdence Capital Advisors LLC 0.02% Add +9.2% 2,593 $306K
Canada Pension Plan Investment Board 0.00% Reduce -17.2% 2,400 $283K
Corient Private Wealth LP 0.00% Add +3.5% 2,389 $282K
Sanctuary Advisors, LLC 0.00% Add +10.4% 2,373 $280K
Swiss Life Asset Management Ltd 0.00% New 2,341 $276K
Premier Fund Managers Ltd 0.02% Reduce -43.7% 2,428 $275K
DNB Asset Management AS 0.00% New 2,324 $274K
Sequoia Financial Advisors, LLC 0.00% Reduce -9.8% 2,314 $273K
Phoenix Financial Ltd. 0.00% No change 2,300 $271K
Vestmark Advisory Solutions, Inc. 0.00% Add +26.1% 2,263 $267K
Headlands Technologies LLC 0.03% Reduce -41.8% 2,248 $266K
Focus Partners Wealth 0.00% Reduce -23.3% 2,210 $261K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.1% 2,181 $258K
Ensign Peak Advisors, Inc 0.00% No change 2,154 $254K
Chicago Capital, LLC 0.01% No change 2,133 $252K
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.1% 2,092 $245K
Quent Capital, LLC 0.02% Add +0.2% 2,032 $240K
Balefire, LLC 0.04% New 2,015 $238K
CIBC Bancorp USA Inc. 0.00% — 2,013 $238K
STRS Ohio 0.00% No change 2,000 $236K
Centiva Capital, LP 0.01% New 1,998 $236K
HB Wealth Management, LLC 0.00% Add +9.0% 1,989 $235K
Madison Wealth Partners, Inc 0.04% No change 1,983 $234K
OneDigital Investment Advisors LLC 0.00% New 1,976 $233K
Marco Investment Management LLC 0.02% No change 1,970 $233K
Brooklyn Investment Group 0.01% Reduce -32.6% 1,943 $229K
Moody National Bank Trust Division 0.02% Reduce -10.4% 1,913 $226K
Elequin Capital, LP 0.07% Add +396.1% 1,895 $224K
M&T Bank Corp 0.00% New 1,884 $222K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -35.6% 1,844 $218K
Sowell Financial Services LLC 0.01% New 1,822 $215K
Federated Hermes, Inc. 0.00% Reduce -38.3% 1,776 $210K
Hilltop National Bank 0.05% Add +74.4% 1,767 $209K
Abel Hall, LLC 0.04% New 1,767 $209K
Argent Trust Co 0.01% New 1,758 $208K
Azzad Asset Management Inc. 0.02% Reduce -2.8% 1,694 $200K
Group One Trading LLC 0.01% New 1,500 $177K
Larson Financial Group LLC 0.00% Add +3483.3% 1,075 $127K
Hantz Financial Services, Inc. 0.00% Add +13.7% 1,029 $122K
KBC Group NV 0.00% No change 1,006 $119K
Rockefeller Capital Management L.P. 0.00% Add +46.1% 967 $114K
Nisa Investment Advisors, LLC 0.00% Add +2.9% 917 $108K
GAMMA Investing LLC 0.00% Add +0.8% 855 $101K
Fifth Third Bancorp 0.00% Add +12.8% 778 $92K
Spire Wealth Management 0.00% No change 765 $90K
SBI Securities Co., Ltd. 0.00% Reduce -57.4% 672 $79K
Eurizon Capital SGR S.p.A. 0.00% Add +10.8% 639 $73K
Huntington National Bank 0.00% Add +6.9% 575 $68K
Aquatic Capital Management LLC 0.00% New 572 $68K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.6% 559 $66K
Assetmark, Inc. 0.00% Reduce -0.7% 537 $63K
Farther Finance Advisors, LLC 0.00% Add +6.0% 516 $61K
Allworth Financial LP 0.00% Add +6.0% 423 $50K
EverSource Wealth Advisors, LLC 0.00% Reduce -1.4% 421 $50K
TD Waterhouse Canada Inc. 0.00% Add +19900.0% 400 $47K
UMB Bank, n.a. 0.00% Add +58.4% 274 $32K
Wellington-Altus USA Inc. 0.02% New 196 $32K
Kemnay Advisory Services Inc. 0.00% Reduce -77.3% 244 $29K
Mather Group, Llc. 0.00% New 242 $29K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +0.4% 234 $28K
Versant Capital Management, Inc 0.00% Add +30.4% 219 $26K
Northwestern Mutual Wealth Management Co. 0.00% Add +517.1% 216 $26K
Strategic Wealth Partners, Ltd. 0.00% No change 198 $23K
MAI Capital Management 0.00% Add +247.4% 198 $23K
Smartleaf Asset Management LLC 0.00% Add +31.8% 203 $23K
Rothschild Investment LLC 0.00% Add +5.7% 186 $22K
Los Angeles Capital Management LLC 0.00% No change 179 $21K
Advisory Services Network, LLC 0.00% New 165 $19K
SWAN Capital LLC 0.01% No change 156 $18K
Signaturefd, LLC 0.00% Reduce -25.7% 136 $16K
SJS Investment Consulting Inc. 0.00% Add +1.6% 129 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -10.0% 117 $14K
Parkside Financial Bank & Trust 0.00% No change 108 $13K
Parallel Advisors, LLC 0.00% Reduce -28.5% 88 $10K
Root Financial Partners, LLC 0.00% Add +23.2% 85 $10K
Crewe Advisors LLC 0.00% Add +446.1% 71 $8K
Arax Advisory Partners 0.00% Add +55.6% 56 $7K
Cedar Mountain Advisors, LLC 0.00% New 62 $7K
Essential Partners LLC 0.00% Add +3.6% 58 $7K
CENTRAL TRUST Co 0.00% Add +35.0% 54 $6K
Covestor Ltd 0.00% Reduce -44.3% 49 $6K
IFP Advisors, Inc 0.00% Add +14.7% 39 $5K
JNBA Financial Advisors 0.00% New 35 $4K
Bell Investment Advisors, Inc 0.00% Reduce -51.4% 34 $4K
Financial Network Wealth Advisors LLC 0.00% Add +63.2% 31 $4K
Farmers & Merchants Investments Inc. 0.00% No change 31 $4K
CVA Family Office, LLC 0.00% New 30 $4K
WPG Advisers, LLC 0.00% Add +7.4% 29 $3K
Richardson Capital Management LLC 0.00% New 27 $3K
Ares Financial Consulting, LLC 0.00% No change 25 $3K
True Wealth Design, LLC 0.00% New 24 $3K
Raffa Wealth Management, LLC 0.00% Reduce -4.2% 23 $3K
Sachetta, LLC 0.00% No change 18 $2K
Fortitude Family Office, LLC 0.00% Add +325.0% 17 $2K
Prestige Wealth Management Group LLC 0.00% No change 17 $2K
Raleigh Capital Management Inc. 0.00% New 16 $2K
Leonteq Securities AG 0.00% Reduce -86.4% 16 $2K
High Note Wealth, LLC 0.00% No change 15 $2K
JFS Wealth Advisors, LLC 0.00% Add +71.4% 12 $1K
Private Wealth Management Group, LLC 0.00% No change 11 $1K
Clearstead Advisors, LLC 0.00% Reduce -90.9% 10 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 10 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 10 $1K
Transamerica Financial Advisors, LLC 0.00% Add +150.0% 5 $590
Marquette Asset Management, LLC 0.00% New 4 $473
Rialto Wealth Management, LLC 0.00% Add +50.0% 3 $355
Signature Equity Partners, LLC 0.00% No change 3 $354
Vermillion Wealth Management, Inc. 0.00% New 3 $354
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 3 $354
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $236
Principia Wealth Advisory, LLC 0.00% No change 1 $118
Harbour Investments, Inc. 0.00% New 1 $118
TD Private Client Wealth LLC 0.00% No change 1 $118
SHP Wealth Management 0.00% New 1 $118
Hughes Financial Services, LLC 0.00% New 1 $118
Avion Wealth 0.00% No change 4 $0

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