Servicetitan Inc. Class ATTAN
13F holders, Q4 2025 (December 31)341holders +51
93new positions
53sold out
9famous investors
$106.25avg. 13F price*
At the end of Q4 2025, 341 institutions reported holding Servicetitan Inc. Class A (TTAN) in their 13F filings, up 51 from Q3 2025. 93 opened new positions and 53 sold out. The largest holders were ICONIQ Capital, LLC ($1.2B), Deer Management Co. LLC ($617.3M) and Vanguard Group Inc. ($518.5M). 9 famous investors held it, including Gavin Baker (1.8% of Atreides Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Servicetitan Inc. Class A
- CUSIP
- 81764X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $319.0M |
| Exits | 53 | $242.2M |
All 13F filers, Q3 2025 → Q4 2025: 10,956,948 shares bought and 9,123,121 shares sold, net +1,833,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| ICONIQ Capital, LLC | 18.54% | No change | 11,527,632 | $1.2B |
| Deer Management Co. LLC | 60.00% | Reduce -7.8% | 5,796,012 | $617.3M |
| Vanguard Group Inc. | 0.01% | Add +9.9% | 4,869,009 | $518.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.99% | Add +54.4% | 3,463,937 | $368.9M |
| Battery Management Corp. | 56.43% | Reduce -18.8% | 3,299,941 | $351.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -7.6% | 2,674,060 | $284.8M |
| Franklin Resources Inc. | 0.05% | Add +33.8% | 2,014,025 | $214.5M |
| FMR LLC | 0.01% | Add +211.7% | 1,784,520 | $190.1M |
| Generation Investment Management LLP | 1.29% | No change | 1,751,224 | $186.5M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 1,718,517 | $183.0M |
| Index Venture Growth Associates IV Ltd | 65.54% | No change | 1,711,862 | $182.3M |
| Artisan Partners Limited Partnership | 0.26% | Add +47.3% | 1,617,353 | $172.2M |
| Greenoaks LLC | 5.55% | Add +20.6% | 1,552,257 | $165.3M |
| Scge Management, L.P. | 2.98% | No change | 1,229,285 | $130.9M |
| Capital International Investors | 0.02% | Add +23.9% | 1,224,699 | $130.4M |
| Baron Capital (BAMCO) | 0.32% | Add +13.9% | 1,096,931 | $116.8M |
| Norges Bank | 0.01% | — | 1,058,008 | $112.7M |
| Dragoneer Investment Group, LLC | 2.32% | No change | 1,000,885 | $106.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -9.3% | 928,620 | $98.9M |
| Thoma Bravo, L.P. | 0.92% | No change | 1,039,099 | $93.3M |
| TimesSquare Capital Management, LLC | 1.39% | Reduce -4.5% | 864,582 | $92.1M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | New | 842,275 | $89.7M |
| Atreides Management | 1.79% | Add +26.5% | 792,433 | $84.4M |
| Janus Henderson Group PLC | 0.04% | Add +63.1% | 772,198 | $82.2M |
| First Trust Advisors LP | 0.06% | Add +14.5% | 768,152 | $81.8M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -0.9% | 702,091 | $74.8M |
| Alliancebernstein L.P. | 0.02% | Add +18.0% | 701,286 | $74.7M |
| Raymond James Financial Inc. | 0.02% | Add +31.4% | 678,984 | $72.3M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 670,270 | $71.4M |
| Liontrust Investment Partners LLP | 1.01% | Add +114.1% | 641,923 | $68.4M |
| Madison Asset Management, LLC | 0.78% | New | 638,075 | $68.0M |
| Wells Fargo & Company | 0.01% | Add +61.7% | 627,428 | $66.8M |
| Gilder Gagnon Howe & Co. LLC | 0.67% | Reduce -2.3% | 597,669 | $63.7M |
| FIL Ltd | 0.05% | Add +6.8% | 586,958 | $62.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 506,115 | $53.9M |
| Bank of America Corp. | 0.00% | Add +25.3% | 480,089 | $51.1M |
| Morgan Stanley | 0.00% | Reduce -40.7% | 468,379 | $49.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.5% | 402,365 | $42.9M |
| Natixis Advisors, LLC | 0.06% | New | 367,828 | $39.2M |
| NZS Capital, LLC | 1.18% | Add +6.0% | 362,203 | $38.6M |
| Marshall Wace, LLP | 0.04% | Reduce -59.5% | 359,049 | $38.2M |
| GW&K Investment Management, LLC | 0.33% | Reduce -2.6% | 355,159 | $37.8M |
| Sandhill Capital Partners LLC | 2.61% | Add +28.0% | 343,650 | $36.6M |
| State Street Corp. | 0.00% | Add +18.4% | 328,814 | $35.0M |
| Royal Bank of Canada | 0.01% | Add +174.2% | 318,263 | $33.9M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +20.7% | 321,815 | $32.7M |
| Wellington Management Group LLP | 0.01% | Reduce -1.7% | 286,609 | $30.5M |
| Woodline Partners LP | 0.12% | No change | 285,691 | $30.4M |
| Millennium Management | 0.02% | Reduce -18.6% | 282,021 | $30.0M |
| BNP Paribas Financial Markets | 0.02% | Reduce -32.0% | 277,937 | $29.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.1% | 274,637 | $29.2M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -23.5% | 272,095 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +40.0% | 267,436 | $28.5M |
| Brookfield Corp | 0.03% | No change | 263,000 | $28.0M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -34.9% | 261,241 | $27.8M |
| Index Venture Growth Associates V Ltd | 8.85% | — | 256,110 | $27.3M |
| Daventry Group, LP | 16.03% | Add +55.4% | 226,340 | $24.1M |
| Oppenheimer & Co. Inc. | 0.33% | Reduce -69.6% | 220,173 | $23.4M |
| Voya Investment Management LLC | 0.03% | Reduce -0.1% | 219,614 | $23.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +25.5% | 213,376 | $22.7M |
| Two Sigma Investments, LP | 0.03% | Reduce -64.6% | 206,335 | $22.0M |
| Renaissance Technologies | 0.03% | Reduce -61.2% | 200,600 | $21.4M |
| Ghisallo Capital Management LLC | 0.95% | Reduce -41.4% | 200,000 | $21.3M |
| Alyeska Investment Group, L.P. | 0.06% | Reduce -66.3% | 191,900 | $20.4M |
| Citadel Advisors | 0.01% | Reduce -43.7% | 191,202 | $20.4M |
| Balyasny Asset Management L.P. | 0.04% | Add +106.7% | 188,485 | $20.1M |
| Littlejohn & Co. LLC | 10.26% | New | 184,844 | $19.7M |
| WCM Investment Management, LLC | 0.04% | Reduce -30.4% | 183,464 | $19.7M |
| Eventide Asset Management, LLC | 0.30% | Add +1888.6% | 178,616 | $19.0M |
| Huntington National Bank | 0.14% | No change | 160,762 | $17.1M |
| New York State Common Retirement Fund | 0.02% | Add +41.8% | 160,693 | $17.1M |
| Sei Investments Co. | 0.02% | Add +40.8% | 157,452 | $16.8M |
| Seven Grand Managers, LLC | 1.22% | No change | 150,000 | $16.0M |
| Stifel Financial Corp. | 0.01% | Add +102.5% | 146,550 | $15.6M |
| Holocene Advisors, LP | 0.03% | Reduce -39.6% | 144,863 | $15.4M |
| Northern Trust Corp. | 0.00% | Add +32.0% | 142,925 | $15.2M |
| Jacobson & Schmitt Advisors, LLC | 2.37% | Add +9.9% | 132,410 | $14.1M |
| Moore Capital Management, LP | 0.30% | New | 131,616 | $14.0M |
| Thornburg Investment Management Inc. | 0.17% | Add +50.1% | 124,159 | $13.2M |
| Picton Mahoney Asset Management | 0.14% | Add +11.0% | 123,993 | $13.2M |
| Point72 Asset Management | 0.02% | Add +106.0% | 122,591 | $13.1M |
| Osterweis Capital Management Inc. | 0.71% | Add +21.3% | 117,055 | $12.5M |
| Emergence GP Partners, LLC | 8.05% | No change | 116,500 | $12.4M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +4.7% | 115,198 | $12.3M |
| UBS Group AG | 0.00% | Add +6.8% | 114,028 | $12.1M |
| Jennison Associates LLC | 0.01% | Reduce -0.8% | 113,466 | $12.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +330.6% | 108,500 | $11.6M |
| Cerity Partners LLC | 0.02% | Reduce -4.3% | 107,704 | $11.5M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -78.5% | 107,466 | $11.4M |
| Bank of New York Mellon Corp | 0.00% | Add +8.9% | 104,644 | $11.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -76.7% | 100,759 | $10.7M |
| Burkehill Global Management, LP | 0.73% | No change | 100,000 | $10.7M |
| Assetmark, Inc. | 0.02% | Add +1087.4% | 93,778 | $10.0M |
| Sands Capital Alternatives, LLC | 1.85% | New | 89,856 | $9.6M |
| DF Dent & Co. Inc. | 0.14% | Reduce -3.0% | 89,575 | $9.5M |
| Robeco Schweiz AG | 0.20% | Add +35.3% | 83,200 | $8.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -76.4% | 68,900 | $7.3M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 65,000 | $6.9M |
| Engineers Gate Manager LP | 0.08% | Reduce -41.5% | 60,739 | $6.5M |
| Ieq Capital, LLC | 0.02% | Reduce -3.4% | 58,268 | $6.2M |
| Whittier Trust Co. | 0.07% | Add +11668.2% | 60,724 | $6.2M |
| Marsico Capital Management LLC | 0.16% | New | 54,979 | $5.9M |
| Summit Partners Public Asset Management, LLC | 0.16% | New | 53,000 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +68.8% | 51,456 | $5.5M |
| 1832 Asset Management L.P. | 0.01% | New | 51,400 | $5.5M |
| Baker Avenue Asset Management, LP | 0.12% | Reduce -7.3% | 49,020 | $5.2M |
| Swiss National Bank | 0.00% | New | 47,400 | $5.0M |
| Mosaic Family Wealth Partners, LLC | 0.52% | No change | 44,308 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -64.0% | 44,017 | $4.7M |
| LPL Financial LLC | 0.00% | Add +32.3% | 43,195 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -2.9% | 41,551 | $4.4M |
| Abn Amro Investment Solutions | 0.07% | New | 41,354 | $4.4M |
| Renaissance Capital LLC | 3.16% | Add +222.8% | 41,223 | $4.4M |
| Zevenbergen Capital Investments LLC | 0.10% | New | 40,200 | $4.3M |
| Verition Fund Management LLC | 0.02% | Reduce -52.9% | 39,385 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +71.8% | 38,697 | $4.1M |
| SG Americas Securities, LLC | 0.01% | Add +1069.6% | 38,036 | $4.1M |
| Blair William & Co. | 0.01% | Add +13.1% | 37,173 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 35,875 | $3.8M |
| NewEdge Wealth, LLC | 0.04% | Add +59.0% | 34,955 | $3.7M |
| STRS Ohio | 0.01% | New | 34,800 | $3.7M |
| Citigroup Inc. | 0.00% | Add +160.3% | 34,324 | $3.7M |
| Cypress Point Investment Management LP | 0.78% | — | 33,868 | $3.6M |
| Greycroft LP | 2.02% | Add +200.0% | 30,000 | $3.2M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +12542.7% | 31,101 | $3.2M |
| HighTower Advisors, LLC | 0.00% | New | 27,390 | $2.9M |
| Taylor Frigon Capital Management LLC | 1.44% | Add +18.5% | 26,768 | $2.9M |
| Comerica Bank | 0.01% | Add +372.3% | 26,513 | $2.8M |
| Gotham Asset Management | 0.01% | New | 25,144 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -16.6% | 24,391 | $2.6M |
| Squarepoint Ops LLC | 0.01% | New | 23,897 | $2.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.8% | 23,674 | $2.5M |
| Bullseye Asset Management LLC | 1.25% | Add +122.0% | 21,836 | $2.3M |
| Sone Capital Management, LLC | 0.18% | Reduce -51.0% | 21,390 | $2.3M |
| California State Teachers Retirement System | 0.00% | New | 21,341 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Reduce -4.3% | 20,850 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +129.7% | 20,421 | $2.2M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 20,355 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +55.4% | 20,283 | $2.2M |
| Symmetry Investments LP | 0.40% | New | 20,000 | $2.1M |
| HighPoint Advisor Group LLC | 0.05% | Add +88.4% | 19,997 | $2.1M |
| Pathway Capital Management, LP | 27.28% | New | 19,959 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 19,669 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -48.4% | 19,376 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +61.2% | 18,771 | $2.0M |
| Jump Financial, LLC | 0.03% | Reduce -61.9% | 18,504 | $2.0M |
| Nuveen, LLC | 0.00% | New | 18,480 | $2.0M |
| MSD Partners, L.P. | 1.80% | No change | 18,388 | $2.0M |
| US Bancorp \de | 0.00% | Add +89.9% | 17,938 | $1.9M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 17,483 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.7% | 16,626 | $1.8M |
| Anchyra Partners LLC | 0.54% | — | 16,588 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -90.3% | 16,416 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.0% | 16,395 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | New | 16,350 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.9% | 15,391 | $1.6M |
| Comprehensive Financial Management LLC | 0.05% | No change | 15,236 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +17.4% | 14,786 | $1.6M |
| &partners | 0.01% | Add +102.1% | 13,891 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +14.1% | 13,808 | $1.5M |
| Concentric Capital Strategies, LP | 0.08% | Add +8.4% | 13,683 | $1.5M |
| Man Group plc | 0.00% | Reduce -83.0% | 13,122 | $1.4M |
| Liberty Mutual Group Asset Management Inc. | 0.13% | New | 13,031 | $1.4M |
| Temasek Holdings (Private) Ltd | 0.00% | No change | 12,937 | $1.4M |
| Composition Wealth, LLC | 0.02% | No change | 12,895 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +37.7% | 12,022 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -15.7% | 12,006 | $1.3M |
| Quent Capital, LLC | 0.08% | New | 11,000 | $1.2M |
| Baldwin Wealth Partners LLC | 0.07% | New | 10,165 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +49.3% | 10,155 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 10,060 | $1.1M |
| Diker Management LLC | 0.82% | Reduce -56.5% | 10,000 | $1.1M |
| Sierra Summit Advisors LLC | 0.16% | New | 9,594 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | Reduce -3.4% | 9,487 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 9,400 | $1.0M |
| AIA Group Ltd | 0.01% | No change | 9,336 | $994K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 9,336 | $994K |
| HSBC Holdings PLC | 0.00% | Reduce -67.0% | 8,687 | $924K |
| Circle Wealth Management, LLC | 0.01% | Reduce -1.5% | 8,585 | $914K |
| Mariner, LLC | 0.00% | Reduce -35.2% | 8,409 | $896K |
| Lazard Asset Management LLC | 0.00% | Reduce -63.8% | 7,585 | $808K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 7,300 | $777K |
| Park Avenue Securities LLC | 0.01% | Add +7.3% | 7,182 | $765K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.2% | 7,138 | $760K |
| Penserra Capital Management LLC | 0.01% | New | 7,139 | $760K |
| Stonebridge Financial Group, LLC / MO | 0.64% | — | 6,961 | $741K |
| Intellectus Partners, LLC | 0.14% | Add +129.0% | 6,640 | $707K |
| Arizona State Retirement System | 0.00% | New | 6,613 | $704K |
| Northside Capital Management, LLC | 0.06% | No change | 6,293 | $670K |
| CenterBook Partners LP | 0.03% | New | 6,206 | $661K |
| Malaga Cove Capital, LLC | 0.23% | Reduce -2.9% | 6,200 | $660K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.5% | 6,135 | $653K |
| PDT Partners, LLC | 0.04% | Reduce -5.5% | 6,071 | $647K |
| Blueshift Asset Management, LLC | 0.18% | New | 5,734 | $611K |
| Ameritas Advisory Services, LLC | 0.02% | Add +11.5% | 5,720 | $609K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -16.3% | 5,498 | $589K |
| Stephens Inc. | 0.01% | Reduce -36.0% | 5,457 | $581K |
| Keybank National Association | 0.00% | Add +18.1% | 5,414 | $577K |
| MML Investors Services, LLC | 0.00% | Add +30.7% | 5,219 | $556K |
| Polymer Capital Management (HK) LTD | 0.09% | Add +61.0% | 5,127 | $546K |
| KLP Kapitalforvaltning As | 0.00% | New | 5,100 | $543K |
| LVW Advisors, LLC | 0.06% | New | 5,092 | $542K |
| Vontobel Holding Ltd. | 0.00% | Add +18.3% | 4,928 | $525K |
| Impact Capital Partners LLC | 0.16% | Add +83.0% | 4,925 | $525K |
| Voleon Capital Management LP | 0.01% | Reduce -74.9% | 4,835 | $515K |
| Vident Advisory, LLC | 0.00% | Add +63.9% | 4,824 | $514K |
| Landscape Capital Management, L.L.C. | 0.03% | No change | 4,817 | $513K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 4,453 | $474K |
| TFB Advisors LLC | 0.13% | Add +17.7% | 4,422 | $471K |
| Hamilton Lane Advisors LLC | 0.25% | Add +57.6% | 4,245 | $452K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +48.9% | 4,046 | $431K |
| Luxor Capital Group, LP | 0.06% | Reduce -55.6% | 4,000 | $426K |
| Ami Asset Management Corp. | 0.02% | Reduce -1.0% | 3,886 | $414K |
| DAVENPORT & Co LLC | 0.00% | New | 3,858 | $411K |
| Commonwealth Equity Services, LLC | 0.00% | Add +44.1% | 3,736 | $398K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -61.7% | 3,545 | $378K |
| Pictet Asset Management Holding SA | 0.00% | New | 3,533 | $376K |
| Inspire Advisors, LLC | 0.03% | New | 3,500 | $373K |
| Shay Capital LLC | 0.06% | New | 3,500 | $373K |
| Gabelli Funds LLC | 0.00% | No change | 3,500 | $373K |
| Evoke Wealth, LLC | 0.01% | Add +0.1% | 3,499 | $373K |
| Quantbot Technologies LP | 0.01% | Reduce -97.2% | 3,447 | $367K |
| Qsemble Capital Management, LP | 0.03% | New | 3,392 | $361K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 3,293 | $351K |
| PharVision Advisers, LLC | 0.18% | New | 3,283 | $350K |
| Heritage Family Offices, LLP | 0.16% | New | 3,240 | $345K |
| Phoenix Financial Ltd. | 0.00% | Reduce -10.1% | 3,231 | $344K |
| PFG Advisors | 0.02% | Add +8.8% | 3,118 | $332K |
| WoodTrust Financial Corp | 0.04% | Add +15.4% | 3,000 | $320K |
| Perpetual Ltd | 0.00% | Add +0.5% | 2,976 | $317K |
| Polen Capital Management LLC | 0.00% | Add +32.7% | 2,975 | $317K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.9% | 2,973 | $317K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -58.2% | 2,910 | $310K |
| Bridgewater Associates | 0.00% | New | 2,864 | $305K |
| Park Avenue Institutional Advisers LLC | 29.19% | New | 2,757 | $294K |
| Hudson Bay Capital Management LP | 0.00% | New | 2,680 | $285K |
| Motley Fool Asset Management LLC | 0.01% | New | 2,677 | $285K |
| Xcel Wealth Management, LLC | 0.07% | New | 2,675 | $285K |
| Bessemer Group Inc. | 0.00% | Reduce -1.0% | 2,660 | $283K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,634 | $281K |
| 25 LLC | 0.09% | Reduce -6.8% | 2,571 | $274K |
| Connable Office Inc. | 0.02% | Add +23.6% | 2,529 | $269K |
| Bridgefront Capital, LLC | 0.07% | New | 2,513 | $268K |
| Wealth Alliance, LLC | 0.03% | New | 2,448 | $261K |
| Symmetry Peak Management LLC | 5.46% | New | 2,430 | $259K |
| Empowered Funds, LLC | 0.00% | New | 2,415 | $257K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 2,286 | $243K |
| Blue Owl Capital Holdings LP | 0.08% | Reduce -54.3% | 2,266 | $241K |
| Simplex Trading, LLC | 0.01% | Reduce -44.5% | 2,159 | $230K |
| Axxcess Wealth Management, LLC | 0.00% | New | 2,146 | $229K |
| Thrive Wealth Management, LLC | 0.03% | New | 2,130 | $227K |
| Wexford Capital LP | 0.06% | New | 2,086 | $222K |
| Advisor OS, LLC | 0.02% | New | 2,046 | $218K |
| Jain Global LLC | 0.00% | New | 2,000 | $213K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 1,997 | $213K |
| Sivia Capital Partners, LLC | 0.04% | New | 1,963 | $209K |
| Cambria Investment Management, L.P. | 0.01% | New | 1,940 | $207K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,908 | $203K |
| Aureus Asset Management, LLC | 0.01% | New | 1,906 | $203K |
| Brown Advisory Inc. | 0.00% | New | 1,891 | $201K |
| National Bank of Canada | 0.00% | New | 1,859 | $198K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,820 | $194K |
| Rockefeller Capital Management L.P. | 0.00% | Add +758.3% | 1,811 | $193K |
| International Assets Investment Management, LLC | 0.01% | New | 1,808 | $193K |
| Penn Mutual Asset Management | 0.12% | New | 1,787 | $190K |
| FNY Investment Advisers, LLC | 0.05% | Add +133.3% | 1,750 | $186K |
| Rhumbline Advisers | 0.00% | No change | 1,648 | $176K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.1% | 1,375 | $146K |
| MetLife Investment Management, LLC | 0.00% | Add +81.0% | 1,276 | $136K |
| Deutsche Bank AG | 0.00% | New | 1,267 | $135K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.4% | 1,042 | $111K |
| Jones Financial Companies LLLP | 0.00% | Add +99.6% | 942 | $100K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +30.0% | 906 | $96K |
| Highline Wealth Partners LLC | 0.03% | New | 900 | $96K |
| KBC Group NV | 0.00% | New | 858 | $91K |
| LRI Investments, LLC | 0.01% | Add +78.9% | 839 | $89K |
| Daiwa Securities Group Inc. | 0.00% | New | 643 | $68K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 611 | $65K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +47.7% | 607 | $65K |
| HM Payson & Co. | 0.00% | Add +25.8% | 526 | $56K |
| Parallel Advisors, LLC | 0.00% | No change | 526 | $56K |
| Sunbelt Securities, Inc. | 0.00% | Add +391.0% | 491 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.4% | 450 | $48K |
| Barclays PLC | 0.00% | Reduce -99.0% | 415 | $44K |
| Elevation Wealth Partners, LLC | 0.01% | New | 334 | $36K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 324 | $35K |
| eCIO, Inc. | 0.01% | New | 286 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +189.1% | 266 | $28K |
| Toth Financial Advisory Corp. | 0.00% | Add +150.0% | 250 | $27K |
| Quarry LP | 0.00% | Reduce -3.9% | 222 | $24K |
| Arax Advisory Partners | 0.00% | Add +66.1% | 206 | $22K |
| Bogart Wealth, LLC | 0.00% | Add +120.7% | 192 | $20K |
| Los Angeles Capital Management LLC | 0.00% | New | 210 | $20K |
| Financial Consulate, Inc. | 0.00% | No change | 180 | $19K |
| Wellington-Altus USA Inc. | 0.01% | — | 171 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 164 | $17K |
| Cwm, LLC | 0.00% | Add +618.2% | 158 | $17K |
| REAP Financial Group, LLC | 0.00% | No change | 150 | $16K |
| Entrust Financial LLC | 0.01% | — | 149 | $16K |
| SageView Advisory Group, LLC | 0.00% | New | 136 | $14K |
| WealthCollab, LLC | 0.01% | No change | 130 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -27.2% | 123 | $13K |
| Aspect Partners, LLC | 0.01% | Add +208.6% | 108 | $12K |
| Allworth Financial LP | 0.00% | Add +15.4% | 105 | $11K |
| Peregrine Capital Management LLC | 0.00% | No change | 91 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +24.6% | 81 | $9K |
| Private Trust Co. NA | 0.00% | Add +63.4% | 67 | $7K |
| Colonial Trust Co / SC | 0.00% | Add +164.0% | 66 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +156.5% | 59 | $6K |
| Ancora Advisors LLC | 0.00% | New | 58 | $6K |
| Cygnus Capital Advisors, LLC | 0.00% | — | 57 | $6K |
| MAI Capital Management | 0.00% | No change | 55 | $6K |
| Bellevue Asset Management, LLC | 0.00% | Add +50.0% | 51 | $5K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 48 | $5K |
| IFS Advisors, LLC | 0.00% | New | 47 | $5K |
| Principia Wealth Advisory, LLC | 0.00% | New | 46 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | New | 46 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 46 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 43 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +173.3% | 41 | $4K |
| Wolff Wiese Magana LLC | 0.00% | Add +73.9% | 40 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +81.8% | 40 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 40 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.1% | 39 | $4K |
| Bravera Wealth | 0.00% | — | 36 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 36 | $4K |
| Marquette Asset Management, LLC | 0.00% | Add +120.0% | 33 | $4K |
| Fortress Investment Group LLC | 0.00% | New | 28 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 28 | $3K |
| GAMMA Investing LLC | 0.00% | Add +440.0% | 27 | $3K |
| Copia Wealth Management | 0.00% | New | 17 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 17 | $2K |
| Nvwm, LLC | 0.00% | New | 15 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -56.0% | 11 | $1K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 12 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 6 | $639 |
| Cape Investment Advisory, Inc. | 0.00% | New | 4 | $426 |
| CENTRAL TRUST Co | 0.00% | New | 4 | $426 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $109 |
| CVA Family Office, LLC | 0.00% | Reduce -83.3% | 1 | $107 |
| Avion Wealth | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is TTAN's weight in each manager's 13F, not the share of Servicetitan Inc. Class A the manager owns.