Servicetitan Inc. Class ATTAN
13F holders, Q2 2026 (June 30)372holders +29
86new positions
57sold out
8famous investors
$67.38avg. 13F price*
At the end of Q2 2026, 372 institutions reported holding Servicetitan Inc. Class A (TTAN) in their 13F filings, up 29 from Q1 2026. 86 opened new positions and 57 sold out. The largest holders were ICONIQ Capital, LLC ($808.5M), BlackRock, Inc. ($367.4M) and FMR LLC ($359.4M). 8 famous investors held it, including Gavin Baker (0.3% of Atreides Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Servicetitan Inc. Class A
- CUSIP
- 81764X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $305.4M |
| Exits | 57 | $134.9M |
All 13F filers, Q1 2026 → Q2 2026: 19,222,024 shares bought and 10,247,604 shares sold, net +8,974,420 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| ICONIQ Capital, LLC | 23.29% | Reduce -0.8% | 11,433,363 | $808.5M |
| BlackRock, Inc. | 0.01% | Add +156.9% | 5,196,349 | $367.4M |
| FMR LLC | 0.02% | Add +71.5% | 5,082,314 | $359.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.82% | Reduce -22.9% | 3,751,462 | $265.3M |
| Millennium Management | 0.16% | Add +53.6% | 3,143,620 | $222.3M |
| Vanguard Capital Management LLC | 0.00% | Add +3.1% | 2,762,030 | $195.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +22.2% | 2,689,848 | $190.2M |
| Battery Management Corp. | 49.67% | Reduce -21.6% | 2,587,094 | $182.9M |
| Citadel Advisors | 0.08% | Add +33.7% | 1,962,797 | $138.8M |
| Jericho Capital Asset Management L.P. | 1.13% | New | 1,940,000 | $137.2M |
| Index Venture Growth Associates IV Ltd | 72.29% | No change | 1,711,862 | $121.0M |
| Morgan Stanley | 0.01% | Add +99.4% | 1,612,516 | $114.0M |
| Geode Capital Management, LLC | 0.01% | Add +123.6% | 1,582,203 | $111.9M |
| State Street Corp. | 0.00% | Add +236.9% | 1,321,707 | $93.5M |
| Greenoaks LLC | 3.90% | Add +4.4% | 1,300,000 | $91.9M |
| Scge Management, L.P. | 1.47% | No change | 1,229,285 | $86.9M |
| Generation Investment Management LLP | 0.81% | Reduce -32.6% | 1,180,780 | $83.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.1% | 1,128,804 | $79.8M |
| Franklin Resources Inc. | 0.02% | Add +0.1% | 1,102,212 | $77.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.4% | 1,082,694 | $76.6M |
| Thoma Bravo, L.P. | 1.01% | No change | 1,039,099 | $73.5M |
| Dragoneer Investment Group, LLC | 2.50% | No change | 1,000,885 | $70.8M |
| Wells Fargo & Company | 0.01% | Reduce -10.6% | 918,051 | $64.9M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +3.9% | 899,655 | $63.6M |
| First Trust Advisors LP | 0.03% | Add +9.1% | 835,906 | $59.1M |
| TimesSquare Capital Management, LLC | 0.86% | Reduce -1.7% | 827,286 | $58.5M |
| Madison Asset Management, LLC | 0.67% | Reduce -11.8% | 793,636 | $56.1M |
| Alliancebernstein L.P. | 0.02% | Add +42.5% | 883,958 | $56.1M |
| Liontrust Investment Partners LLP | 0.82% | Add +40.6% | 784,421 | $55.5M |
| Jupiter Topco LLC | 0.02% | — | 767,599 | $54.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.2% | 767,488 | $54.3M |
| UBS Group AG | 0.01% | Add +15.2% | 738,195 | $52.2M |
| Invesco Ltd. | 0.00% | Add +6910.5% | 706,515 | $50.0M |
| Baron Capital (BAMCO) | 0.07% | Reduce -36.7% | 705,163 | $49.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +29.0% | 702,716 | $49.7M |
| Natixis Advisors, LLC | 0.05% | Add +50.7% | 646,863 | $45.7M |
| Capital International Investors | 0.01% | Add +0.6% | 642,216 | $45.4M |
| Jones Financial Companies LLLP | 0.02% | Add +40.9% | 646,804 | $44.8M |
| Northern Trust Corp. | 0.00% | Add +255.9% | 590,598 | $41.8M |
| FIL Ltd | 0.03% | Add +8.3% | 564,860 | $39.9M |
| Atreides Management | 0.34% | New | 542,092 | $38.3M |
| Norges Bank | 0.00% | — | 504,523 | $35.7M |
| Principal Financial Group Inc. | 0.02% | Add +25.6% | 500,078 | $35.4M |
| Voya Investment Management LLC | 0.03% | New | 493,434 | $34.9M |
| No Street GP LP | 1.99% | Add +15.4% | 467,352 | $33.0M |
| Deer Management Co. LLC | 3.94% | Reduce -9.9% | 4,568,064 | $32.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +21.4% | 426,083 | $30.1M |
| Gilder Gagnon Howe & Co. LLC | 0.28% | Reduce -36.5% | 377,904 | $26.7M |
| Blair William & Co. | 0.07% | Add +533.6% | 363,384 | $25.7M |
| Royal Bank of Canada | 0.00% | Reduce -20.7% | 343,654 | $24.3M |
| Wellington Management Group LLP | 0.00% | Add +258.8% | 316,695 | $22.4M |
| Cypress Point Investment Management LP | 3.85% | Reduce -25.6% | 300,394 | $21.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 299,722 | $21.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.9% | 286,413 | $20.3M |
| Bank of New York Mellon Corp | 0.00% | Add +100.1% | 283,678 | $20.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.8% | 257,881 | $18.3M |
| Index Venture Growth Associates V Ltd | 8.64% | No change | 256,110 | $18.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +81.0% | 229,900 | $16.3M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -60.9% | 224,246 | $15.9M |
| Oppenheimer & Co. Inc. | 0.17% | No change | 218,518 | $15.5M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -0.1% | 213,385 | $15.2M |
| ExodusPoint Capital Management, LP | 0.13% | Add +108.9% | 196,073 | $13.9M |
| Loomis Sayles & Co. L P | 0.02% | New | 195,756 | $13.8M |
| Stifel Financial Corp. | 0.01% | Reduce -11.2% | 195,131 | $13.8M |
| Lord, Abbett & Co. LLC | 0.04% | Reduce -0.8% | 194,073 | $13.7M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -50.9% | 193,815 | $13.7M |
| Bank of America Corp. | 0.00% | Reduce -57.5% | 190,270 | $13.5M |
| Stockbridge Partners LLC | 0.28% | New | 188,565 | $13.3M |
| WCM Investment Management, LLC | 0.02% | Reduce -1.0% | 174,691 | $12.3M |
| Nuveen, LLC | 0.00% | Add +162.3% | 170,484 | $12.1M |
| Jennison Associates LLC | 0.01% | Reduce -56.1% | 166,818 | $11.8M |
| Eventide Asset Management, LLC | 0.15% | Add +0.0% | 162,882 | $11.5M |
| Huntington National Bank | 0.07% | Add +0.0% | 161,092 | $11.4M |
| AQR Capital Management | 0.00% | Add +210.8% | 155,450 | $11.0M |
| Susquehanna Fundamental Investments, LLC | 0.19% | Reduce -24.1% | 146,495 | $10.4M |
| Littlejohn & Co. LLC | 12.80% | No change | 142,198 | $10.1M |
| Osterweis Capital Management Inc. | 0.52% | Add +127.9% | 135,580 | $9.6M |
| Nomura Asset Management International Inc. | 0.01% | New | 132,436 | $9.4M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.3% | 131,957 | $9.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.9% | 124,227 | $8.8M |
| Zevenbergen Capital Investments LLC | 0.20% | Add +166.1% | 121,875 | $8.6M |
| Picton Mahoney Asset Management | 0.08% | Add +8.3% | 117,664 | $8.3M |
| Whittier Trust Co. | 0.08% | Reduce -0.9% | 106,808 | $8.3M |
| Emergence GP Partners, LLC | 7.34% | No change | 116,500 | $8.2M |
| Segall Bryant & Hamill, LLC | 0.09% | Add +1.8% | 111,503 | $7.9M |
| Sands Capital Alternatives, LLC | 1.25% | Add +20.8% | 108,545 | $7.7M |
| Cerity Partners LLC | 0.01% | Add +12.8% | 108,036 | $7.6M |
| Swiss National Bank | 0.00% | Reduce -3.9% | 107,800 | $7.6M |
| Barclays PLC | 0.00% | Add +117.5% | 100,629 | $7.1M |
| Lazard Asset Management LLC | 0.01% | Add +13.1% | 100,208 | $7.1M |
| Ghisallo Capital Management LLC | 0.17% | Reduce -50.0% | 100,000 | $7.1M |
| Monimus Capital Management, LP | 1.68% | Add +35.4% | 93,408 | $6.6M |
| Assetmark, Inc. | 0.01% | Reduce -20.9% | 92,238 | $6.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -43.4% | 91,445 | $6.5M |
| Royce & Associates LP | 0.05% | New | 88,328 | $6.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.5% | 84,725 | $6.0M |
| STRS Ohio | 0.02% | Add +24.4% | 82,500 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 81,937 | $5.8M |
| Jacobson & Schmitt Advisors, LLC | 0.94% | Reduce -14.2% | 81,102 | $5.7M |
| Sei Investments Co. | 0.01% | Add +52.8% | 80,128 | $5.7M |
| Rhumbline Advisers | 0.00% | Add +4537.5% | 76,426 | $5.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.0% | 74,943 | $5.3M |
| WINTON GROUP Ltd | 0.17% | New | 73,800 | $5.2M |
| Deutsche Bank AG | 0.00% | Add +538.3% | 71,096 | $5.0M |
| Summit Partners Public Asset Management, LLC | 0.13% | Reduce -6.7% | 70,000 | $4.9M |
| California State Teachers Retirement System | 0.00% | Add +1.3% | 64,170 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Reduce -3.0% | 54,791 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -23.9% | 61,133 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Add +34.1% | 60,592 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -10.1% | 57,883 | $4.1M |
| Castleark Management LLC | 0.11% | New | 55,890 | $4.0M |
| Lisanti Capital Growth, LLC | 0.85% | New | 54,575 | $3.9M |
| ArrowMark Colorado Holdings LLC | 0.16% | Reduce -71.2% | 54,358 | $3.8M |
| Legal & General Group Plc | 0.00% | Add +36.5% | 53,935 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.1% | 53,148 | $3.8M |
| Advisors Capital Management, LLC | 0.04% | Add +0.8% | 51,266 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -14.5% | 46,371 | $3.3M |
| Whetstone Capital Advisors, LLC | 0.87% | New | 46,323 | $3.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.1% | 44,811 | $3.2M |
| Mosaic Family Wealth Partners, LLC | 0.21% | Add +0.1% | 44,359 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | New | 43,586 | $3.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +196.6% | 42,786 | $3.0M |
| Group One Trading LLC | 0.08% | Add +1.2% | 40,266 | $2.8M |
| IMC-Chicago, LLC | 0.03% | Add +150.5% | 40,137 | $2.8M |
| Corient Private Wealth LP | 0.00% | New | 39,977 | $2.8M |
| Holocene Advisors, LP | 0.01% | Add +29.5% | 39,944 | $2.8M |
| Mirova | 0.10% | Reduce -0.1% | 39,649 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -20.7% | 39,457 | $2.8M |
| NewEdge Wealth, LLC | 0.03% | Reduce -18.0% | 38,836 | $2.7M |
| CIBC Bancorp USA Inc. | 0.00% | Add +15.1% | 38,788 | $2.7M |
| Pathway Capital Management, LP | 11.25% | New | 38,094 | $2.7M |
| Bullseye Asset Management LLC | 1.33% | Add +43.1% | 36,978 | $2.6M |
| Abn Amro Investment Solutions | 0.02% | Reduce -3.3% | 36,982 | $2.6M |
| Taylor Frigon Capital Management LLC | 1.22% | Add +1.4% | 36,927 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +101.2% | 35,114 | $2.5M |
| Vestcor Inc | 0.06% | No change | 35,000 | $2.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.7% | 33,709 | $2.4M |
| Discovery Capital Management, LLC / CT | 0.10% | New | 32,910 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +58.8% | 30,752 | $2.2M |
| Moore Capital Management, LP | 0.05% | New | 30,557 | $2.2M |
| Renaissance Capital LLC | 1.19% | Reduce -3.2% | 30,554 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 28,160 | $2.0M |
| Tidal Investments LLC | 0.00% | Add +598.9% | 27,963 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 27,870 | $2.0M |
| Penserra Capital Management LLC | 0.02% | Add +254.6% | 27,707 | $2.0M |
| Fifth Third Bancorp | 0.00% | Reduce -7.8% | 26,041 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.3% | 25,376 | $1.8M |
| Brookfield Corp | 0.00% | Reduce -90.6% | 24,680 | $1.7M |
| Liberty Mutual Group Asset Management Inc. | 0.14% | New | 23,365 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -1.4% | 23,013 | $1.6M |
| Lazari Capital Management, Inc. | 0.49% | Add +45.0% | 22,298 | $1.6M |
| WoodTrust Financial Corp | 0.19% | Add +457.5% | 22,300 | $1.6M |
| Amundi | 0.00% | New | 21,296 | $1.5M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -4.6% | 21,193 | $1.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +44.3% | 20,927 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -25.7% | 20,728 | $1.5M |
| US Bancorp \de | 0.00% | Add +14.9% | 20,538 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +16.1% | 20,093 | $1.4M |
| Greycroft LP | 3.21% | Add +60.0% | 20,000 | $1.4M |
| Legato Capital Management LLC | 0.11% | New | 19,545 | $1.4M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -41.9% | 19,499 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Reduce -6.8% | 19,385 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 19,376 | $1.4M |
| Gotham Asset Management | 0.00% | Reduce -16.2% | 19,013 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Add +79.3% | 18,839 | $1.3M |
| &partners | 0.01% | Reduce -10.0% | 18,480 | $1.3M |
| MSD Partners, L.P. | 1.69% | No change | 18,388 | $1.3M |
| Ieq Capital, LLC | 0.01% | Reduce -62.1% | 18,220 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | New | 18,114 | $1.3M |
| Composition Wealth, LLC | 0.01% | No change | 17,895 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.5% | 17,742 | $1.3M |
| Shah Wealth Advisors, LLC | 0.27% | — | 16,776 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -42.4% | 16,516 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -8.4% | 16,308 | $1.2M |
| Quent Capital, LLC | 0.07% | No change | 16,000 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -16.8% | 15,986 | $1.1M |
| Anchyra Partners LLC | 0.27% | Reduce -4.2% | 15,942 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Reduce -10.4% | 15,852 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.5% | 15,692 | $1.1M |
| Comprehensive Financial Management LLC | 0.04% | No change | 15,236 | $1.1M |
| Vancity Investment Management Ltd | 0.16% | Add +17.2% | 14,973 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -4.9% | 14,816 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -37.2% | 14,715 | $1.0M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 14,308 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +107.9% | 13,567 | $959K |
| Vontobel Holding Ltd. | 0.00% | Add +119.8% | 13,108 | $927K |
| Ami Asset Management Corp. | 0.05% | Add +242.0% | 12,983 | $918K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 12,900 | $912K |
| Osaic Holdings, Inc. | 0.00% | Add +218.6% | 12,735 | $900K |
| Cetera Investment Advisers | 0.00% | Reduce -1.5% | 12,541 | $887K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,500 | $884K |
| Mariner, LLC | 0.00% | Reduce -40.5% | 11,758 | $831K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.3% | 11,758 | $831K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,304 | $801K |
| Vident Advisory, LLC | 0.01% | New | 11,308 | $800K |
| Prospera Financial Services Inc | 0.01% | New | 10,822 | $765K |
| Arax Advisory Partners | 0.01% | Add +3380.6% | 10,755 | $760K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.6% | 10,654 | $753K |
| Inspire Investing, LLC | 0.03% | New | 10,557 | $746K |
| Intech Investment Management LLC | 0.01% | New | 10,380 | $734K |
| Intellectus Partners, LLC | 0.13% | Add +26.3% | 10,375 | $734K |
| Xcel Wealth Management, LLC | 0.18% | Add +5.3% | 10,270 | $726K |
| Prudential Financial Inc. | 0.00% | New | 10,130 | $716K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.9% | 9,812 | $694K |
| Twin Tree Management, LP | 0.11% | Add +19.6% | 9,718 | $687K |
| Bridgewater Associates | 0.00% | Add +3.7% | 9,371 | $663K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +48.4% | 9,333 | $660K |
| NewEdge Advisors, LLC | 0.00% | Add +7677.2% | 8,866 | $627K |
| ProShare Advisors LLC | 0.00% | New | 8,828 | $624K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,608 | $609K |
| Two Sigma Investments, LP | 0.00% | New | 8,349 | $590K |
| Swan Global Investments, LLC | 0.03% | New | 7,856 | $555K |
| Allstate Corp. | 0.01% | New | 7,616 | $539K |
| Magnetar Financial LLC | 0.01% | New | 7,211 | $510K |
| Keybank National Association | 0.00% | Reduce -22.3% | 7,050 | $499K |
| Diker Management LLC | 0.38% | No change | 7,000 | $495K |
| Stonebridge Financial Group, LLC / MO | 0.33% | Add +0.2% | 6,972 | $493K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +111.7% | 6,970 | $493K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.1% | 6,429 | $455K |
| Northside Capital Management, LLC | 0.04% | No change | 6,293 | $445K |
| Utah Retirement Systems | 0.00% | New | 6,252 | $442K |
| VARCOV Co. | 0.16% | New | 6,124 | $433K |
| Xponance LLC | 0.00% | New | 6,053 | $428K |
| Allworth Financial LP | 0.00% | Add +46.7% | 5,970 | $422K |
| Creative Planning | 0.00% | Reduce -4.8% | 5,890 | $416K |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 5,734 | $405K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 5,574 | $394K |
| Simplex Trading, LLC | 0.01% | New | 5,440 | $385K |
| Highline Wealth Partners LLC | 0.08% | No change | 5,400 | $382K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -8.4% | 5,383 | $381K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -77.7% | 5,271 | $373K |
| Russell Investments Group, Ltd. | 0.00% | New | 5,157 | $365K |
| Inspire Advisors, LLC | 0.02% | Add +9.4% | 5,054 | $357K |
| Kazazian Asset Management, LLC | 0.31% | Add +38.1% | 4,917 | $348K |
| CenterBook Partners LP | 0.02% | Reduce -58.1% | 4,902 | $347K |
| Focus Partners Wealth | 0.00% | Add +4.3% | 4,895 | $346K |
| Amica Mutual Insurance Co. | 0.03% | Add +68.5% | 4,843 | $342K |
| TFB Advisors LLC | 0.15% | Reduce -11.4% | 4,785 | $338K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 4,763 | $337K |
| Ascent Group, LLC | 0.01% | New | 4,661 | $330K |
| KRS Capital Management, LLC | 0.15% | New | 4,632 | $328K |
| Callan Family Office, LLC | 0.01% | New | 4,562 | $323K |
| First Bank & Trust | 0.05% | Add +24.2% | 4,426 | $313K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,290 | $303K |
| Graham Capital Management, L.P. | 0.01% | Reduce -8.2% | 4,199 | $297K |
| Two Sigma Securities, LLC | 0.03% | Reduce -30.5% | 4,166 | $295K |
| Diversify Advisory Services, LLC | 0.00% | New | 3,843 | $288K |
| Diversify Wealth Management, LLC | 0.00% | Add +5.5% | 3,843 | $288K |
| Mgo One Seven LLC | 0.00% | New | 4,056 | $287K |
| MAI Capital Management | 0.00% | Add +5634.3% | 4,014 | $284K |
| Luxor Capital Group, LP | 0.03% | No change | 4,000 | $283K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,999 | $283K |
| Cinctive Capital Management LP | 0.01% | New | 3,889 | $275K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,600 | $255K |
| Connable Office Inc. | 0.02% | No change | 3,529 | $250K |
| Gabelli Funds LLC | 0.00% | No change | 3,500 | $247K |
| Ensign Peak Advisors, Inc | 0.00% | New | 3,500 | $247K |
| FNY Investment Advisers, LLC | 0.09% | Reduce -21.8% | 3,500 | $247K |
| Boothbay Fund Management, LLC | 0.00% | New | 3,486 | $246K |
| Captrust Financial Advisors | 0.00% | New | 3,369 | $238K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -92.0% | 3,346 | $237K |
| DNB Asset Management AS | 0.00% | No change | 3,313 | $234K |
| International Assets Investment Management, LLC | 0.01% | Reduce -6.1% | 3,121 | $231K |
| LVW Advisors, LLC | 0.02% | Reduce -50.5% | 3,166 | $224K |
| Symmetry Peak Management LLC | 4.72% | New | 3,050 | $216K |
| State of Wyoming | 0.02% | Add +294.8% | 3,016 | $213K |
| Aureus Asset Management, LLC | 0.01% | New | 2,981 | $211K |
| Wealth Alliance, LLC | 0.02% | Reduce -27.1% | 2,905 | $205K |
| Simplicity Wealth,LLC | 0.01% | New | 2,895 | $205K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +337.8% | 2,837 | $201K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +2.4% | 2,169 | $153K |
| Nykredit A/S | 0.00% | — | 2,118 | $150K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -62.2% | 1,822 | $128K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.8% | 1,758 | $124K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 1,743 | $123K |
| KBC Group NV | 0.00% | No change | 1,730 | $122K |
| Larson Financial Group LLC | 0.00% | Add +53266.7% | 1,601 | $113K |
| Penn Mutual Asset Management | 0.67% | Reduce -33.6% | 1,187 | $84K |
| Daiwa Securities Group Inc. | 0.00% | Add +18.1% | 1,173 | $83K |
| Elevation Wealth Partners, LLC | 0.02% | Add +20.0% | 863 | $61K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 822 | $58K |
| Essential Partners LLC | 0.02% | Add +973.9% | 698 | $49K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 650 | $46K |
| Atlantic Union Bankshares Corp | 0.00% | Add +3125.0% | 645 | $46K |
| Nisa Investment Advisors, LLC | 0.00% | New | 620 | $44K |
| Advisors Asset Management, Inc. | 0.00% | Add +187.8% | 590 | $42K |
| HM Payson & Co. | 0.00% | No change | 418 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -61.4% | 418 | $30K |
| First Horizon Corp. | 0.00% | Add +132.9% | 375 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +73.2% | 336 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 291 | $21K |
| Kemnay Advisory Services Inc. | 0.00% | New | 278 | $20K |
| Silvant Capital Management LLC | 0.00% | New | 265 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.4% | 265 | $19K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 250 | $18K |
| Walleye Capital LLC | 0.00% | Reduce -98.1% | 249 | $18K |
| Entrust Financial LLC | 0.01% | No change | 233 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -62.5% | 226 | $16K |
| Los Angeles Capital Management LLC | 0.00% | Add +7.1% | 225 | $16K |
| Allied Private Wealth LLC | 0.01% | — | 203 | $16K |
| Sterling Capital Management LLC | 0.00% | New | 216 | $15K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -41.7% | 210 | $15K |
| GAMMA Investing LLC | 0.00% | Add +1273.3% | 206 | $15K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.0% | 198 | $14K |
| Financial Consulate, Inc. | 0.00% | No change | 180 | $13K |
| Truvestments Capital LLC | 0.00% | Reduce -42.7% | 165 | $12K |
| WealthCollab, LLC | 0.00% | No change | 130 | $9K |
| Blue Trust, Inc. | 0.00% | New | 130 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +1277.8% | 124 | $9K |
| Aspect Partners, LLC | 0.00% | Add +10.9% | 122 | $9K |
| MCF Advisors LLC | 0.00% | New | 115 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +4.6% | 114 | $8K |
| Colonial Trust Co / SC | 0.00% | Add +1.9% | 106 | $7K |
| Private Trust Co. NA | 0.00% | Reduce -2.9% | 100 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 96 | $7K |
| IFP Advisors, Inc | 0.00% | Add +4.4% | 94 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +481.3% | 93 | $7K |
| Peregrine Capital Management LLC | 0.00% | No change | 91 | $6K |
| Parkside Financial Bank & Trust | 0.00% | New | 82 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +1.4% | 73 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.8% | 65 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -33.3% | 64 | $5K |
| Rothschild Investment LLC | 0.00% | Add +53.7% | 63 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 62 | $4K |
| True Wealth Design, LLC | 0.00% | Add +675.0% | 62 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +45.0% | 58 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 55 | $4K |
| IFS Advisors, LLC | 0.00% | No change | 47 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 45 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 40 | $3K |
| SWAN Capital LLC | 0.00% | No change | 40 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 40 | $3K |
| Marquette Asset Management, LLC | 0.00% | Add +387.5% | 39 | $3K |
| SouthState Bank Corp | 0.00% | Add +23.1% | 32 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 32 | $2K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 30 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 30 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +87.5% | 30 | $2K |
| Fortress Investment Group LLC | 0.00% | No change | 28 | $2K |
| NFSG Corp | 0.00% | Reduce -90.0% | 25 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -32.4% | 25 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 24 | $2K |
| Copia Wealth Management | 0.00% | Add +35.3% | 23 | $2K |
| CVA Family Office, LLC | 0.00% | Add +64.3% | 23 | $2K |
| Planning Strategies Inc. | 0.00% | — | 21 | $1K |
| Chesapeake Asset Management LLC | 0.00% | New | 21 | $1K |
| National Bank of Canada | 0.00% | New | 21 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 19 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 18 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 18 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 16 | $1K |
| Nvwm, LLC | 0.00% | No change | 15 | $1K |
| Avion Wealth | 0.00% | Reduce -37.5% | 15 | $1K |
| Bessemer Group Inc. | 0.00% | New | 10 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 13 | $919 |
| Smartleaf Asset Management LLC | 0.00% | No change | 13 | $913 |
| Manchester Capital Management LLC | 0.00% | New | 11 | $778 |
| West Financial Advisors, LLC | 0.00% | New | 11 | $778 |
| FWL Investment Management, LLC | 0.00% | New | 10 | $707 |
| Continuum Advisory, LLC | 0.00% | New | 10 | $707 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -71.4% | 8 | $567 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -42.9% | 8 | $566 |
| Wilkerson Advisory Group LLC | 0.00% | No change | 5 | $354 |
| Ameritas Advisory Services, LLC | 0.00% | New | 5 | $354 |
| American Capital Advisory, LLC | 0.00% | Reduce -20.0% | 4 | $283 |
| Signature Equity Partners, LLC | 0.00% | New | 4 | $283 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -99.9% | 3 | $235 |
| Fiduciary Financial Advisors | 0.00% | New | 3 | $212 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $141 |
| 3 Factor Indexing, LLC | 0.00% | New | 1 | $71 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $71 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $70 |
"% of holder's portfolio" is TTAN's weight in each manager's 13F, not the share of Servicetitan Inc. Class A the manager owns.