Open TextOTEX
13F holders, Q2 2026 (June 30)269holders −20
40new positions
61sold out
6famous investors
$22.35avg. 13F price*
At the end of Q2 2026, 269 institutions reported holding Open Text Corp. (OTEX) in their 13F filings, down 20 from Q1 2026. 40 opened new positions and 61 sold out. The largest holders were 1832 Asset Management L.P. ($554.7M), FIL Ltd ($423.5M) and Brandes Investment Partners, LP ($289.3M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Open Text Corp.
- CUSIP
- 683715106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $135.6M |
| Exits | 61 | $250.9M |
All 13F filers, Q1 2026 → Q2 2026: 35,018,601 shares bought and 25,963,805 shares sold, net +9,054,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| 1832 Asset Management L.P. | 0.68% | Reduce -8.1% | 25,041,994 | $554.7M |
| FIL Ltd | 0.30% | Add +11.3% | 19,135,000 | $423.5M |
| Brandes Investment Partners, LP | 2.03% | Add +7.6% | 13,061,929 | $289.3M |
| Manufacturers Life Insurance Company, The | 0.21% | Add +17.9% | 12,041,601 | $266.6M |
| Letko, Brosseau & Associates Inc. | 2.89% | Add +13.4% | 8,837,628 | $195.5M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +446.3% | 8,350,918 | $184.9M |
| Royal Bank of Canada | 0.03% | Reduce -17.9% | 8,086,541 | $179.1M |
| First Trust Advisors LP | 0.09% | Reduce -2.1% | 7,215,231 | $159.7M |
| Vanguard Capital Management LLC | 0.00% | Add +1.1% | 7,144,557 | $158.1M |
| Guardian Capital LP | 2.74% | Add +11.5% | 5,097,794 | $112.8M |
| Mackenzie Financial Corp. | 0.11% | Add +31.9% | 3,556,884 | $111.7M |
| Morgan Stanley | 0.01% | Add +17.8% | 4,380,947 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 4,197,707 | $93.0M |
| National Bank of Canada | 0.07% | Add +20.8% | 3,703,717 | $81.5M |
| Norges Bank | 0.01% | — | 3,247,878 | $71.8M |
| Cibc World Market Inc. | 0.12% | Add +38.2% | 3,207,970 | $70.9M |
| Value Partners Investments Inc. | 3.73% | Add +0.1% | 2,415,779 | $53.4M |
| Bank of Montreal | 0.02% | Reduce -9.5% | 2,293,648 | $50.7M |
| Amundi | 0.01% | Add +154.9% | 2,260,072 | $50.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.0% | 2,177,667 | $48.2M |
| BlackRock, Inc. | 0.00% | Add +23.0% | 2,083,245 | $46.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -53.7% | 1,676,815 | $45.5M |
| TD Waterhouse Canada Inc. | 0.12% | Add +3.3% | 1,977,244 | $45.2M |
| New South Capital Management Inc. | 1.97% | Reduce -7.6% | 2,028,024 | $44.9M |
| TD Asset Management Inc | 0.04% | Reduce -15.5% | 2,025,871 | $44.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.6% | 1,934,965 | $42.9M |
| Vanguard Global Advisers, LLC | 0.02% | Add +9.4% | 1,884,739 | $41.7M |
| Canada Pension Plan Investment Board | 0.02% | No change | 1,834,379 | $40.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 1,800,000 | $39.8M |
| Millennium Management | 0.03% | New | 1,763,473 | $39.0M |
| GMO | 0.08% | Reduce -2.0% | 1,666,909 | $36.9M |
| Jane Street Group, LLC | 0.02% | Add +4181.1% | 1,661,470 | $36.8M |
| Mangrove Partners Im, LLC | 2.39% | Add +64.9% | 1,637,946 | $36.3M |
| Jupiter Asset Management Ltd. | 0.18% | Add +22.5% | 1,599,910 | $35.4M |
| Intact Investment Management Inc. | 0.96% | Add +53.5% | 1,522,840 | $33.7M |
| Legal & General Group Plc | 0.01% | Reduce -36.6% | 1,415,546 | $31.3M |
| Invesco Ltd. | 0.00% | Reduce -59.2% | 1,284,809 | $28.5M |
| Bank of Nova Scotia | 0.04% | Add +60.5% | 1,228,764 | $27.2M |
| Easterly Investment Partners LLC | 1.08% | Add +26.4% | 957,187 | $21.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.4% | 921,434 | $20.4M |
| Bank of America Corp. | 0.00% | Reduce -37.7% | 840,639 | $18.6M |
| Toronto Dominion Bank | 0.03% | Add +8.4% | 777,658 | $17.2M |
| UBS Group AG | 0.00% | Reduce -4.9% | 747,682 | $16.6M |
| Public Employees Retirement System of Ohio | 0.05% | Add +1667.2% | 728,374 | $16.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +492.4% | 727,480 | $16.1M |
| Neuberger Berman Group LLC | 0.01% | Add +60.6% | 706,292 | $15.6M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -39.2% | 663,806 | $14.6M |
| Barclays PLC | 0.00% | Add +48632.3% | 653,988 | $14.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +22.4% | 629,210 | $13.9M |
| Public Sector Pension Investment Board | 0.04% | Add +59.7% | 622,106 | $13.8M |
| New York State Common Retirement Fund | 0.02% | New | 599,808 | $13.3M |
| AQR Capital Management | 0.00% | Add +26.8% | 545,832 | $12.0M |
| Permit Capital, LLC | 3.27% | Add +46.4% | 526,996 | $11.7M |
| Wellington Management Group LLP | 0.00% | Add +21.7% | 502,614 | $11.1M |
| Swiss National Bank | 0.01% | Reduce -44.1% | 474,300 | $10.5M |
| Cardinal Point Capital Management ULC | 0.56% | Add +0.1% | 447,449 | $9.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +1040.2% | 419,233 | $9.3M |
| Point72 Asset Management | 0.01% | New | 407,163 | $9.0M |
| Citadel Advisors | 0.01% | Add +46.7% | 406,124 | $9.0M |
| Scotia Capital Inc. | 0.03% | Add +33.1% | 383,938 | $8.5M |
| Allianz Asset Management GmbH | 0.01% | Add +233.3% | 352,318 | $7.8M |
| Mufg Securities (canada), LTD. | 0.20% | Reduce -7.8% | 342,649 | $7.6M |
| Crossmark Global Holdings, Inc. | 0.10% | Reduce -2.5% | 333,474 | $7.4M |
| Deutsche Bank AG | 0.00% | Reduce -72.2% | 323,894 | $7.2M |
| Montrusco Bolton Investments Inc. | 0.11% | Add +48.4% | 318,459 | $7.0M |
| Tidal Investments LLC | 0.02% | Add +797.0% | 300,997 | $6.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +39.7% | 296,603 | $6.6M |
| Susquehanna Fundamental Investments, LLC | 0.12% | New | 289,500 | $6.4M |
| OMERS ADMINISTRATION Corp | 0.04% | Add +3033.5% | 285,400 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -75.9% | 278,028 | $6.1M |
| Northwest & Ethical Investments L.P. | 0.14% | Reduce -13.5% | 275,491 | $6.1M |
| CIBC Asset Management Inc | 0.01% | Add +3.9% | 262,574 | $5.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +22.9% | 260,455 | $5.8M |
| Quadrature Capital Ltd | 0.05% | New | 252,800 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 245,260 | $5.4M |
| Susquehanna Advisors Group, Inc. | 0.21% | Add +264.2% | 237,178 | $5.3M |
| Investment Management Corp of Ontario | 0.06% | Add +8.1% | 216,954 | $4.8M |
| Lorne Steinberg Wealth Management Inc. | 0.97% | Add +4.7% | 214,033 | $4.7M |
| Hillsdale Investment Management Inc. | 0.10% | New | 206,028 | $4.6M |
| Access Investment Management LLC | 1.13% | Reduce -37.5% | 200,096 | $4.4M |
| Wedge Capital Management L L P | 0.07% | Add +44.0% | 196,153 | $4.3M |
| Franklin Resources Inc. | 0.00% | Reduce -35.4% | 195,886 | $4.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.1% | 185,306 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 183,936 | $4.1M |
| Quartz Partners, LLC | 1.32% | Add +34.5% | 182,637 | $4.0M |
| Polar Capital Holdings Plc | 0.01% | Reduce -30.1% | 175,141 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 173,047 | $3.8M |
| Sound Income Strategies, LLC | 0.17% | Add +2.2% | 172,714 | $3.8M |
| Thornburg Investment Management Inc. | 0.04% | No change | 170,733 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -34.3% | 167,819 | $3.7M |
| Gotham Asset Management | 0.01% | Add +20.2% | 158,703 | $3.5M |
| Nuveen, LLC | 0.00% | Reduce -13.3% | 153,448 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.4% | 143,857 | $3.2M |
| Arkadios Wealth Advisors | 0.05% | Add +32.9% | 134,544 | $3.0M |
| Virtus Advisers, LLC | 1.11% | New | 90,450 | $2.8M |
| American Century Companies Inc. | 0.00% | Reduce -8.1% | 122,121 | $2.7M |
| HRT Financial LP | 0.00% | Add +828.3% | 121,233 | $2.7M |
| Creative Planning | 0.00% | Reduce -18.4% | 118,885 | $2.6M |
| Picton Mahoney Asset Management | 0.02% | Add +668.0% | 114,154 | $2.5M |
| Henry James International Management Inc. | 0.73% | No change | 110,288 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 107,270 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 104,407 | $2.3M |
| Aviso Financial Inc. | 0.08% | Reduce -4.6% | 103,665 | $2.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 100,800 | $2.2M |
| Man Group plc | 0.00% | New | 99,401 | $2.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -43.2% | 94,500 | $2.1M |
| Jain Global LLC | 0.03% | New | 92,600 | $2.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 91,783 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +60.3% | 89,120 | $2.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +115.7% | 89,076 | $2.0M |
| Engineers Gate Manager LP | 0.03% | Add +807.5% | 88,032 | $1.9M |
| Quantbot Technologies LP | 0.08% | Add +142.8% | 87,291 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -51.3% | 86,382 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -25.4% | 85,208 | $1.9M |
| Vest Financial, LLC | 0.02% | Add +77.2% | 84,110 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -48.6% | 78,861 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Reduce -29.6% | 77,198 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +274.0% | 73,505 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.4% | 69,435 | $1.5M |
| LPL Financial LLC | 0.00% | Add +12.4% | 69,166 | $1.5M |
| Alberta Investment Management Corp | 0.01% | No change | 67,209 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -49.0% | 66,579 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +64.2% | 66,359 | $1.5M |
| Ridgewood Investments LLC | 0.55% | Add +41.7% | 66,302 | $1.5M |
| Owlhouse Capital LP | 2.16% | New | 63,500 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.5% | 59,906 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.3% | 59,000 | $1.3M |
| XTX Topco Ltd | 0.02% | Add +271.7% | 56,876 | $1.3M |
| Bessemer Group Inc. | 0.00% | No change | 56,892 | $1.3M |
| Plato Investment Management Ltd | 0.07% | Add +779.5% | 53,525 | $1.2M |
| Bank of Nova Scotia Trust Co. | 0.09% | Reduce -5.3% | 50,675 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -83.5% | 50,476 | $1.1M |
| Hantz Financial Services, Inc. | 0.01% | Reduce -0.5% | 49,571 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -65.5% | 48,156 | $1.1M |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -33.0% | 48,113 | $1.1M |
| Evolve Private Wealth, LLC | 0.06% | Add +9.3% | 46,777 | $1.0M |
| Claret Asset Management Corp | 0.11% | Add +29.6% | 45,754 | $1.0M |
| SEB Asset Management AB | 0.00% | Add +23.8% | 45,345 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +32.6% | 44,210 | $983K |
| Bank of New York Mellon Corp | 0.00% | Reduce -81.6% | 44,242 | $980K |
| Citigroup Inc. | 0.00% | Reduce -69.5% | 41,438 | $917K |
| Munich Reinsurance Co Stock Corp in Munich | 0.02% | No change | 39,446 | $873K |
| Cerity Partners LLC | 0.00% | Reduce -31.7% | 39,126 | $867K |
| Naples Global Advisors, LLC | 0.05% | Add +22.6% | 37,209 | $824K |
| Causeway Capital Management LLC | 0.01% | New | 36,500 | $808K |
| Massachusetts Financial Services Co. | 0.00% | Add +0.9% | 25,707 | $807K |
| Spark Investment Management LLC | 1.51% | Reduce -42.6% | 35,000 | $774K |
| Callan Family Office, LLC | 0.01% | Add +50.8% | 34,471 | $764K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.5% | 33,583 | $744K |
| Parvin Asset Management, LLC | 0.59% | Reduce -0.5% | 33,250 | $736K |
| Guardian Partners Inc. | 0.06% | Add +8.6% | 32,390 | $717K |
| Alps Advisors Inc. | 0.00% | Add +5.3% | 31,762 | $704K |
| Cumberland Partners Ltd | 0.05% | Add +66.8% | 31,700 | $701K |
| Vident Advisory, LLC | 0.01% | Reduce -4.1% | 31,576 | $699K |
| Credit Agricole S A | 0.00% | Reduce -18.6% | 30,000 | $665K |
| IMA Advisory Services, Inc. | 0.04% | Reduce -9.6% | 29,621 | $656K |
| Aigen Investment Management, LP | 0.16% | Add +164.4% | 26,378 | $584K |
| Turtle Creek Asset Management Inc. | 0.02% | Reduce -1.9% | 26,110 | $578K |
| Mercer Global Advisors Inc. | 0.00% | New | 25,167 | $557K |
| Utah Retirement Systems | 0.01% | Reduce -7.5% | 24,812 | $549K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -11.3% | 24,000 | $532K |
| Aristeia Capital, L.L.C. | 0.02% | New | 23,918 | $530K |
| Squarepoint Ops LLC | 0.00% | Reduce -3.0% | 21,989 | $487K |
| Sanctuary Advisors, LLC | 0.00% | Add +96.7% | 21,558 | $478K |
| Legacy Wealth Asset Management, LLC | 0.10% | Add +2.9% | 21,435 | $475K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.3% | 21,246 | $471K |
| Axxion S.A. | 0.03% | — | 19,849 | $439K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -66.8% | 18,742 | $416K |
| Todd Asset Management LLC | 0.01% | New | 18,413 | $408K |
| Westwood Holdings Group Inc. | 0.00% | New | 18,308 | $405K |
| State of Wyoming | 0.04% | Add +88.8% | 17,620 | $390K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +8.3% | 17,506 | $388K |
| Atria Investments, Inc | 0.00% | Add +34.4% | 17,423 | $386K |
| Lanark Financial, Inc. | 0.02% | Add +48.8% | 16,251 | $360K |
| Cidel Asset Management Inc. | 0.02% | Reduce -7.6% | 15,533 | $344K |
| Advisors Asset Management, Inc. | 0.01% | Add +12.6% | 15,404 | $341K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -21.8% | 14,635 | $324K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 14,600 | $323K |
| IFP Advisors, Inc | 0.01% | Add +1.4% | 14,286 | $316K |
| BCV Asset Management Inc. | 0.01% | No change | 12,945 | $286K |
| Armistice Capital, LLC | 0.01% | New | 12,774 | $283K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 12,759 | $282K |
| Mariner, LLC | 0.00% | Reduce -14.1% | 11,745 | $260K |
| Purpose Unlimited Inc. | 0.01% | Add +9.8% | 11,016 | $247K |
| SIG North Trading, ULC | 0.04% | New | 10,939 | $242K |
| JMN Financial LLC | 0.19% | New | 10,761 | $238K |
| Focus Partners Wealth | 0.00% | Reduce -5.5% | 10,759 | $238K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.4% | 10,628 | $235K |
| Twin Tree Management, LP | 0.04% | New | 10,451 | $231K |
| Prudential PLC | 0.00% | New | 10,275 | $227K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -75.0% | 10,200 | $226K |
| &partners | 0.00% | New | 9,929 | $220K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 9,436 | $209K |
| Aviva PLC | 0.00% | Reduce -96.2% | 9,254 | $204K |
| Vise Technologies, Inc. | 0.00% | Add +3.5% | 9,167 | $203K |
| Generali Asset Management SPA SGR | 0.00% | Reduce -3.2% | 6,308 | $198K |
| FMR LLC | 0.00% | Reduce -24.0% | 8,596 | $190K |
| Acadian Asset Management LLC | 0.00% | Reduce -13.3% | 8,500 | $188K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8,454 | $187K |
| Nykredit A/S | 0.00% | — | 8,100 | $179K |
| Signaturefd, LLC | 0.00% | Add +42.5% | 7,203 | $160K |
| LSV Asset Management | 0.00% | No change | 5,500 | $122K |
| Parallel Advisors, LLC | 0.00% | Add +23.6% | 5,207 | $115K |
| Byrne Asset Management LLC | 0.06% | Add +11.5% | 4,837 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -61.4% | 4,554 | $101K |
| New Vernon Capital Holdings II LLC | 0.05% | Add +23.5% | 4,424 | $98K |
| US Bancorp \de | 0.00% | Reduce -23.8% | 3,809 | $84K |
| Osaic Holdings, Inc. | 0.00% | Add +28.7% | 2,915 | $65K |
| Allworth Financial LP | 0.00% | Add +4.3% | 2,377 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.6% | 1,684 | $37K |
| Global Retirement Partners, LLC | 0.00% | — | 1,549 | $34K |
| WealthCollab, LLC | 0.01% | New | 1,274 | $28K |
| Simplex Trading, LLC | 0.00% | Reduce -76.7% | 1,219 | $27K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,200 | $27K |
| Arax Advisory Partners | 0.00% | Add +568.0% | 1,002 | $22K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.6% | 910 | $20K |
| WPG Advisers, LLC | 0.01% | Reduce -28.2% | 683 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -44.7% | 623 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 618 | $14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 599 | $13K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.6% | 574 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 465 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 414 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -90.1% | 408 | $9K |
| Montag A & Associates Inc. | 0.00% | No change | 405 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 393 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.8% | 331 | $7K |
| MCF Advisors LLC | 0.00% | No change | 318 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.3% | 256 | $6K |
| Huntington National Bank | 0.00% | Add +25000.0% | 251 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 228 | $5K |
| Kilter Group LLC | 0.00% | Add +51.0% | 219 | $5K |
| Fifth Third Bancorp | 0.00% | Reduce -65.7% | 197 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -80.8% | 188 | $4K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 163 | $4K |
| Hughes Financial Services, LLC | 0.00% | No change | 150 | $3K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 145 | $3K |
| Kelleher Financial Advisors | 0.00% | New | 141 | $3K |
| Essential Partners LLC | 0.00% | New | 137 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 117 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -82.9% | 113 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 112 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +640.0% | 111 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +94.7% | 111 | $2K |
| Louisbourg Investments Inc. | 0.00% | No change | 110 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +202.9% | 106 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 94 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 89 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 84 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +247.8% | 80 | $2K |
| Financial Consulate, Inc. | 0.00% | Add +26.3% | 72 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -87.7% | 71 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +282.4% | 65 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 57 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 44 | $975 |
| Quarry LP | 0.00% | New | 43 | $952 |
| True Wealth Design, LLC | 0.00% | Reduce -29.1% | 39 | $864 |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $709 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 28 | $621 |
| Synergy Investment Management, LLC | 0.00% | New | 23 | $595 |
| Fiduciary Financial Advisors | 0.00% | New | 22 | $487 |
| MV Capital Management, Inc. | 0.00% | Reduce -59.6% | 21 | $466 |
| Zions Bancorporation, National Association | 0.00% | Reduce -61.7% | 18 | $399 |
| Banque Cantonale Vaudoise | 0.00% | New | 14,060 | $311 |
| Natixis | 0.00% | Reduce -99.9% | 8 | $177 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $89 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $66 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 1 | $22 |
| Assetmark, Inc. | 0.00% | No change | 1 | $17 |
"% of holder's portfolio" is OTEX's weight in each manager's 13F, not the share of Open Text Corp. the manager owns.