Filing Research | ALGN - Align Technology Inc Institutional Holdings

Snapshot holdings

50 / 151 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	2.2MSH	$372.7M
2	Swedbank AB	Shares	658.2KSH	$111.0M
3	Assenagon Asset Management S.A.	Shares	631.2KSH	$106.5M
4	DAVENPORT & Co LLC	Shares	384.7KSH	$64.9M
5	FACTORY MUTUAL INSURANCE CO	Shares	210.9KSH	$35.6M
6	Ninety One North America, Inc.	Shares	166.1KSH	$28.0M
7	OFI INVEST ASSET MANAGEMENT	Shares	160.9KSH	$23.7M
8	COUNTRY TRUST BANK	Shares	125.7KSH	$21.2M
9	INVESTMENT HOUSE LLC	Shares	82.4KSH	$14.1M
10	Simplify Asset Management Inc.	Shares	66.8KSH	$11.3M
11	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	57.9KSH	$9.8M
12	RIVERBRIDGE PARTNERS LLC	Shares	41.5KSH	$7.0M
13	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	33.2KSH	$5.6M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.2KSH	$4.8M
15	Czech National Bank	Shares	19.0KSH	$3.2M
16	Skylands Capital, LLC	Shares	15.6KSH	$2.6M
17	Mirae Asset Global Investments Co., Ltd.	Shares	15.0KSH	$2.5M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.7KSH	$2.5M
19	Morningstar Investment Management LLC	Shares	12.7KSH	$2.2M
20	Unison Advisors LLC	Shares	10.6KSH	$1.8M
21	Police & Firemen's Retirement System of New Jersey	Shares	9.9KSH	$1.7M
22	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.1KSH	$1.5M
23	SBI Okasan Asset Management Co.Ltd.	Shares	8.6KSH	$1.5M
24	Merit Financial Group, LLC	Shares	8.1KSH	$1.4M
25	Grant Private Wealth Management Inc	Shares	7.9KSH	$1.3M
26	Sequoia Financial Advisors, LLC	Shares	7.1KSH	$1.2M
27	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	6.6KSH	$1.1M
28	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	5.7KSH	$967.9K
29	Bank Pictet & Cie (Europe) AG	Shares	5.4KSH	$907.7K
30	EXCHANGE TRADED CONCEPTS, LLC	Shares	4.9KSH	$833.9K
31	Robeco Institutional Asset Management B.V.	Shares	4.6KSH	$771.3K
32	M.E. ALLISON & CO., INC.	Shares	4.2KSH	$714.3K
33	Curated Wealth Partners LLC	Shares	440.4KSH	$702.3K
34	MIZUHO SECURITIES USA LLC	Shares	4.0KSH	$691.5K
35	HARTFORD INVESTMENT MANAGEMENT CO	Shares	3.7KSH	$618.0K
36	FLAGSHIP HARBOR ADVISORS, LLC	Shares	3.6KSH	$613.8K
37	NorthCrest Asset Manangement, LLC	Shares	3.3KSH	$596.1K
38	D.A. DAVIDSON & CO.	Shares	3.5KSH	$590.6K
39	Louisiana State Employees Retirement System	Shares	3.4KSH	$573.4K
40	Crossmark Global Holdings, Inc.	Shares	3.3KSH	$563.5K
41	Oak Thistle LLC	Shares	3.1KSH	$521.5K
42	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	3.1KSH	$519.6K
43	ISTHMUS PARTNERS, LLC	Shares	2.5KSH	$423.2K
44	Tema ETFs LLC	Shares	2.4KSH	$411.0K
45	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	2.1KSH	$350.3K
46	Linden Thomas Advisory Services, LLC	Shares	1.9KSH	$326.4K
47	GAMMA Investing LLC	Shares	1.9KSH	$319.4K
48	Procyon Advisors, LLC	Shares	1.9KSH	$313.0K
49	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.8KSH	$306.6K
50	SECURIAN ASSET MANAGEMENT, INC	Shares	1.7KSH	$306.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 165 loaded

#		Instrument
1	OFI INVEST ASSET MANAGEMENT added	Shares	+100.7K	+$14.8M	$23.7M
2	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+6.6K	+$1.1M	$1.1M
3	Curated Wealth Partners LLC new	Shares	+440.4K	+$702.3K	$702.3K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$385.1K	$4.8M
5	Trust Asset Management LLC new	Shares	+748	+$295.0K	$295.0K
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.6K	+$239.2K	$2.5M
7	Grant Private Wealth Management Inc added	Shares	+917	+$135.3K	$1.3M
8	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+1.5K	+$101.6K	$9.8M
9	Czech National Bank added	Shares	+785	+$82.1K	$3.2M
10	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+494	+$79.7K	$306.6K
11	NorthCrest Asset Manangement, LLC added	Shares	+311	+$78.4K	$596.1K
12	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$61.7K	$1.5M
13	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+394	+$59.0K	$519.6K
14	Main Street Group, LTD new	Shares	+335	+$56.5K	$56.5K
15	ISTHMUS PARTNERS, LLC added	Shares	+348	+$52.7K	$423.2K
16	SIGNATUREFD, LLC added	Shares	+320	+$51.4K	$209.4K
17	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+355	+$47.2K	$833.9K
18	DARA CAPITAL US, INC. added	Shares	+279	+$44.8K	$183.2K
19	Cromwell Holdings LLC added	Shares	+148	+$24.7K	$40.3K
20	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+133	+$22.4K	$24.1K
21	Spire Wealth Management added	Shares	+106	+$17.8K	$23.3K
22	Crossmark Global Holdings, Inc. added	Shares	+147	+$15.9K	$563.5K
23	D.A. DAVIDSON & CO. added	Shares	+143	+$14.8K	$590.6K
24	Global X Japan Co., Ltd. added	Shares	+62	+$10.3K	$19.7K
25	First Bank & Trust added	Shares	+76	+$8.6K	$269.7K
26	Blue Trust, Inc. added	Shares	+48	+$7.7K	$34.7K
27	SJS Investment Consulting Inc. added	Shares	+30	+$4.9K	$17.2K
28	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+46	+$3.9K	$241.5K
29	Activest Wealth Management added	Shares	+20	+$3.0K	$23.3K
30	Fortitude Family Office, LLC added	Shares	+16	+$2.6K	$6.4K
31	Creative Capital Management Investments LLC new	Shares	+13	+$2.2K	$2.2K
32	ELEVATION WEALTH PARTNERS, LLC added	Shares	+13	+$2.1K	$5.7K
33	Cape Investment Advisory, Inc. new	Shares	+12	+$2.0K	$2.0K
34	M.E. ALLISON & CO., INC. added	Shares	+80	+$2.0K	$714.3K
35	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+10	+$1.6K	$8.4K
36	Provenance Wealth Advisors, LLC new	Shares	+9	+$1.5K	$1.5K
37	North Growth Management Ltd. added	Shares	+10.0K	+$1.5K	$9.4K
38	Crewe Advisors LLC new	Shares	+7	+$1.2K	$1.2K
39	HORIZON FINANCIAL SERVICES, LLC new	Shares	+7	+$1.2K	$1.2K
40	HM PAYSON & CO added	Shares	+7	+$1.1K	$3.0K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-63	+$1.0K	$246.6K
42	Hughes Financial Services, LLC added	Shares	+6	+$1.0K	$1.3K
43	Wealth Enhancement Trust Services, Inc. new	Shares	+5	+$843	$843
44	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$799	$3.5K
45	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+151	+$704	$1.5M
46	Quaker Wealth Management, LLC new	Shares	+3	+$506	$506
47	TFC Financial Management, Inc. new	Shares	+3	+$506	$506
48	LRI Investments, LLC added	Shares	+3	+$423	$5.6K
49	Wedmont Private Capital trimmed	Shares	-18	+$352	$242.1K
50	Handelsbanken Fonder AB added	Shares	+1.3K	+$151	$4.5K

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