Filing Research | FORTIS INC Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	CIDEL ASSET MANAGEMENT INC	Shares	906.8KSH	$51.9M
2	CALEDONIA INVESTMENTS PLC	Shares	410.0KSH	$23.5M
3	Triasima Portfolio Management inc.	Shares	263.2KSH	$15.1M
4	Addenda Capital Inc.	Shares	169.9KSH	$13.8M
5	PensionDanmark Pensionsforsikringsaktieselskab	Shares	159.4KSH	$9.1M
6	INTACT INVESTMENT MANAGEMENT INC.	Shares	133.8KSH	$7.7M
7	HENNESSY ADVISORS INC	Shares	102.2KSH	$5.8M
8	FARMERS & MERCHANTS INVESTMENTS INC	Shares	100.8KSH	$5.8M
9	Value Partners Investments Inc.	Shares	91.7KSH	$5.2M
10	Crossmark Global Holdings, Inc.	Shares	53.6KSH	$3.1M
11	Fideuram Asset Management (Ireland) dac	Shares	33.6KSH	$2.7M
12	SIGNATUREFD, LLC	Shares	39.8KSH	$2.3M
13	LOUISBOURG INVESTMENTS INC.	Shares	24.4KSH	$1.4M
14	Sequoia Financial Advisors, LLC	Shares	20.4KSH	$1.2M
15	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	18.8KSH	$1.1M
16	Assenagon Asset Management S.A.	Shares	16.5KSH	$943.5K
17	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	16.1KSH	$923.7K
18	Cardinal Capital Management, Inc.	Shares	13.0KSH	$744.0K
19	Cardinal Point Capital Management ULC	Shares	12.1KSH	$692.7K
20	Aaron Wealth Advisors LLC	Shares	11.0KSH	$632.2K
21	Versant Capital Management, Inc	Shares	11.0KSH	$627.1K
22	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	10.2KSH	$581.3K
23	Pacifica Partners Inc.	Shares	9.5KSH	$549.3K
24	Ignite Planners, LLC	Shares	8.1KSH	$464.9K
25	Canoe Financial LP	Shares	6.4KSH	$366.4K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.3KSH	$363.2K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.3KSH	$362.9K
28	Venturi Wealth Management, LLC	Shares	6.3KSH	$358.5K
29	BENJAMIN EDWARDS INC	Shares	6.1KSH	$347.3K
30	JCIC Asset Management Inc.	Shares	6.1KSH	$339.1K
31	Aprio Wealth Management, LLC	Shares	5.5KSH	$313.9K
32	Y-Intercept (Hong Kong) Ltd	Shares	4.0KSH	$226.7K
33	Merit Financial Group, LLC	Shares	3.6KSH	$207.7K
34	Composition Wealth, LLC	Shares	3.5KSH	$200.0K
35	EverSource Wealth Advisors, LLC	Shares	3.4KSH	$191.7K
36	1620 INVESTMENT ADVISORS, INC.	Shares	2.9KSH	$164.0K
37	Cromwell Holdings LLC	Shares	1.9KSH	$105.9K
38	Farther Finance Advisors, LLC	Shares	1.5KSH	$88.5K
39	Community Financial Services Group, LLC	Shares	968SH	$54.8K
40	Golden State Wealth Management, LLC	Shares	931SH	$53.3K
41	LANARK FINANCIAL, INC.	Shares	912SH	$52.2K
42	QV Investors Inc.	Shares	822.3KSH	$47.1K
43	TRUST CO OF TOLEDO NA /OH/	Shares	597SH	$34.2K
44	GAMMA Investing LLC	Shares	416SH	$23.8K
45	HM PAYSON & CO	Shares	368SH	$21.1K
46	CoreCap Advisors, LLC	Shares	305SH	$17.5K
47	True Wealth Design, LLC	Shares	291SH	$16.7K
48	Financial Management Professionals, Inc.	Shares	225SH	$12.9K
49	ELEVATION WEALTH PARTNERS, LLC	Shares	214SH	$12.2K
50	FINANCIAL CONSULATE, INC	Shares	144SH	$8.2K

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

50 / 67 loaded

#		Instrument
1	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+82.8K	+$4.8M	$7.7M
2	Fideuram Asset Management (Ireland) dac added	Shares	+30.9K	+$2.5M	$2.7M
3	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+10.7K	+$860.5K	$9.1M
4	Triasima Portfolio Management inc. added	Shares	+6.9K	+$818.7K	$15.1M
5	CALEDONIA INVESTMENTS PLC unchanged	Shares	0	+$676.4K	$23.5M
6	Addenda Capital Inc. unchanged	Shares	0	+$618.6K	$13.8M
7	HENNESSY ADVISORS INC added	Shares	+8.0K	+$593.5K	$5.8M
8	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+4.9K	+$418.1K	$5.8M
9	LOUISBOURG INVESTMENTS INC. added	Shares	+5.3K	+$332.6K	$1.4M
10	Merit Financial Group, LLC new	Shares	+3.6K	+$207.7K	$207.7K
11	Composition Wealth, LLC new	Shares	+3.5K	+$200.0K	$200.0K
12	SIGNATUREFD, LLC added	Shares	+2.0K	+$166.9K	$2.3M
13	Aaron Wealth Advisors LLC added	Shares	+2.1K	+$132.3K	$632.2K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.1K	+$120.7K	$362.9K
15	Cardinal Point Capital Management ULC added	Shares	+1.5K	+$101.7K	$692.7K
16	Sequoia Financial Advisors, LLC added	Shares	+765	+$72.1K	$1.2M
17	Venturi Wealth Management, LLC added	Shares	+1.1K	+$70.9K	$358.5K
18	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+709	+$66.6K	$1.1M
19	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-74	+$44.5K	$581.3K
20	Aprio Wealth Management, LLC added	Shares	+617	+$42.3K	$313.9K
21	Versant Capital Management, Inc added	Shares	+348	+$35.2K	$627.1K
22	Ignite Planners, LLC added	Shares	+285	+$29.8K	$464.9K
23	BENJAMIN EDWARDS INC added	Shares	+333	+$27.3K	$347.3K
24	Pacifica Partners Inc. unchanged	Shares	0	+$21.1K	$549.3K
25	Cardinal Capital Management, Inc. unchanged	Shares	0	+$18.7K	$744.0K
26	ELEVATION WEALTH PARTNERS, LLC new	Shares	+214	+$12.2K	$12.2K
27	Farther Finance Advisors, LLC added	Shares	+168	+$11.0K	$88.5K
28	1620 INVESTMENT ADVISORS, INC. added	Shares	+60	+$7.5K	$164.0K
29	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-51	+$6.3K	$363.2K
30	FINANCIAL CONSULATE, INC added	Shares	+60	+$3.6K	$8.2K
31	Cromwell Holdings LLC unchanged	Shares	0	+$2.7K	$105.9K
32	Golden State Wealth Management, LLC added	Shares	+6	+$1.7K	$53.3K
33	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$859	$34.2K
34	LRI Investments, LLC new	Shares	+11	+$630	$630
35	GAMMA Investing LLC unchanged	Shares	0	+$599	$23.8K
36	Financial Management Professionals, Inc. added	Shares	+4	+$547	$12.9K
37	HM PAYSON & CO unchanged	Shares	0	+$530	$21.1K
38	CoreCap Advisors, LLC unchanged	Shares	0	+$439	$17.5K
39	PARK AVENUE SECURITIES LLC new	Shares	+3.6K	+$207	$207
40	Spire Wealth Management unchanged	Shares	0	+$143	$5.7K
41	Mascoma Wealth Management LLC unchanged	Shares	0	+$131	$5.2K
42	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	+$111	$4.4K
43	Baskin Financial Services Inc. added	Shares	+1.3K	+$83	$423
44	SBI Securities Co., Ltd. unchanged	Shares	0	+$54	$2.1K
45	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$32	$5.4K
46	Trust Co unchanged	Shares	0	+$19	$744
47	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	+$15	$514
48	Bogart Wealth, LLC unchanged	Shares	0	+$10	$401
49	JCIC Asset Management Inc. unchanged	Shares	0	$0	$339.1K
50	True Wealth Design, LLC trimmed	Shares	-9	-$83	$16.7K

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