Management Services - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-28 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Golden State Wealth Management, LLC 27 27 0.00
2026-04-28 13F-HR RTO / Rentokil Initial plc - Depositary Receipt SBI Securities Co., Ltd. 1 1 0.00
2026-04-28 13F-HR IT / Gartner Handelsbanken Fonder AB 33,355 32,564 -2.37
2026-04-28 13F-HR IT / Gartner SBI Okasan Asset Management Co.Ltd. 2,600 2,600 0.00
2026-04-28 13F-HR EVH / Evolent Health Harbor Capital Advisors, Inc. 0 43,035
2026-04-28 13F-HR IT / Gartner ORG Wealth Partners, LLC 99 99 0.00
2026-04-28 13F-HR IT / Gartner Harbor Capital Advisors, Inc. 1,699 0 -100.00
2026-04-28 13F-HR IT / Gartner Golden State Wealth Management, LLC 3 3 0.00
2026-04-28 13F-HR FC / Franklin Covey Harbor Capital Advisors, Inc. 66,336 0 -100.00
2026-04-28 13F-HR IT / Gartner Quent Capital, LLC 388 297 -23.45
2026-04-28 13F-HR EVH / Evolent Health SBI Securities Co., Ltd. 135 135 0.00
2026-04-28 13F-HR IT / Gartner Stratos Wealth Partners, LTD. 1,886 0 -100.00
2026-04-28 13F-HR IT / Gartner PFA Pension, Forsikringsaktieselskab 63,296 76,259 20.48
2026-04-28 13F-HR IT / Gartner Everence Capital Management Inc 1,553 2,862 84.29
2026-04-28 13F-HR IT / Gartner Robertson Stephens Wealth Management, LLC 2,630 3,002 14.14
2026-04-28 13F-HR IT / Gartner SBI Securities Co., Ltd. 82 82 0.00
2026-04-28 13F-HR IT / Gartner Stratos Wealth Advisors, LLC 990 0 -100.00
2026-04-28 13F-HR FC / Franklin Covey SBI Securities Co., Ltd. 5 5 0.00
2026-04-28 13F-HR IT / Gartner Lansing Street Advisors 2,234 0 -100.00
2026-04-27 13F-HR IT / Gartner Truist Financial Corp 7,814 5,804 -25.72
2026-04-27 13F-HR IT / Gartner Turtle Creek Wealth Advisors, LLC 842 0 -100.00
2026-04-27 13F-HR IT / Gartner Counterpoint Mutual Funds LLC 0 3,682
2026-04-27 13F-HR IT / Gartner Leonteq Securities AG 2,359 4,564 93.47
2026-04-27 13F-HR IT / Gartner GenTrust, LLC 1,163 1,472 26.57
2026-04-27 13F-HR IT / Gartner Syntegra Private Wealth Group, LLC 1,878 1,708 -9.05
2026-04-27 13F-HR IT / Gartner HB Wealth Management, LLC 2,147 6,753 214.53
2026-04-27 13F-HR EVH / Evolent Health Y-Intercept (Hong Kong) Ltd 44,749 60,847 35.97
2026-04-27 13F-HR EVH / Evolent Health Leonteq Securities AG 462 0 -100.00
2026-04-27 13F-HR IT / Gartner Leonteq Securities AG 3,000 3,000 0.00
2026-04-27 13F-HR IT / Gartner Exencial Wealth Advisors, Llc 37,762 3,157 -91.64
2026-04-27 13F-HR IT / Gartner Meramec Financial Planners, LLC 47 47 0.00
2026-04-27 13F-HR IT / Gartner Nvwm, Llc 4 21 425.00
2026-04-27 13F-HR IT / Gartner Moran Wealth Management, LLC 13,938 0 -100.00
2026-04-27 13F-HR IT / Gartner Greenleaf Trust 1,191 3,318 178.59
2026-04-27 13F-HR IT / Gartner Qrg Capital Management, Inc. 1,582 0 -100.00
2026-04-27 13F-HR IT / Gartner Td Private Client Wealth Llc 194 163 -15.98
2026-04-27 13F-HR IT / Gartner Fjarde Ap-fonden /fourth Swedish National Pension Fund 26,606 43,836 64.76
2026-04-27 13F-HR IT / Gartner Ethic Inc. 9,336 8,857 -5.13
2026-04-27 13F-HR IT / Gartner New York State Teachers Retirement System 57,565 57,565 0.00
2026-04-27 13F-HR FC / Franklin Covey Soltis Investment Advisors LLC 14,838 14,877 0.26
2026-04-27 13F-HR EVH / Evolent Health HB Wealth Management, LLC 32,544 33,560 3.12
2026-04-27 13F-HR IT / Gartner Board of the Pension Protection Fund 240 920 283.33
2026-04-27 13F-HR IT / Gartner V-Square Quantitative Management LLC 2,821 3,159 11.98
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Td Private Client Wealth Llc 23 30,922 134,343.48
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Albion Financial Group /ut 6
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Qrg Capital Management, Inc. 34,278
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Pensionmark Financial Group, Llc 8,032
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Mount Yale Investment Advisors, LLC 6,971 7,299 4.71
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Tsfg, Llc 106 106 0.00
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Ethic Inc. 14,004 16,804 19.99
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Truist Financial Corp 15,839 29,483 86.14
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Y-Intercept (Hong Kong) Ltd 89,573 0 -100.00
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Exencial Wealth Advisors, Llc 53,303 58,863 10.43
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Sound Income Strategies, LLC 66 312 372.73
2026-04-27 13F-HR RTO / Rentokil Initial plc - Depositary Receipt V-Square Quantitative Management LLC 756 1,395 84.52
2026-04-24 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Ninety One UK Ltd 192
2026-04-24 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Root Financial Partners, LLC 16 24 50.00
2026-04-24 13F-HR RTO / Rentokil Initial plc - Depositary Receipt UMA Financial Services, Inc. 41 41 0.00
2026-04-24 13F-HR FC / Franklin Covey Strs Ohio 20,800 20,800 0.00
2026-04-24 13F-HR EVH / Evolent Health ProShare Advisors LLC 21,449 16,174 -24.59
2026-04-24 13F-HR IT / Gartner Washington Capital Management Inc 1,500 0 -100.00
2026-04-24 13F-HR EVH / Evolent Health Root Financial Partners, LLC 434
2026-04-24 13F-HR IT / Gartner Oakworth Capital, Inc. 13 13 0.00
2026-04-24 13F-HR IT / Gartner Keybank National Association/oh 1,477 1,495 1.22
2026-04-24 13F-HR IT / Gartner Strs Ohio 1,764 1,676 -4.99
2026-04-24 13F-HR IT / Gartner Abacus Wealth Partners, LLC 1,756
2026-04-24 13F-HR FC / Franklin Covey SummerHaven Investment Management, LLC 40,819 32,130 -21.29
2026-04-24 13F-HR EVH / Evolent Health Raiffeisen Bank International AG 150,000 0 -100.00
2026-04-24 13F-HR IT / Gartner Raiffeisen Bank International AG 45 45 0.00
2026-04-24 13F-HR IT / Gartner Key FInancial Inc 15 15 0.00
2026-04-24 13F-HR IT / Gartner Crown Oak Advisors, LLC 23,184 23,361 0.76
2026-04-24 13F-HR IT / Gartner Conestoga Capital Advisors, LLC 1,248 0 -100.00
2026-04-24 13F-HR IT / Gartner Private Advisor Group, LLC 1,616 1,879 16.27
2026-04-24 13F-HR IT / Gartner ProShare Advisors LLC 19,803 13,159 -33.55
2026-04-24 13F-HR IT / Gartner USS Investment Management Ltd 15,057 15,989 6.19
2026-04-24 13F-HR IT / Gartner UMA Financial Services, Inc. 100 54 -46.00
2026-04-24 13F-HR FC / Franklin Covey Root Financial Partners, LLC 3
2026-04-24 13F-HR IT / Gartner Sumitomo Mitsui DS Asset Management Company, Ltd 10,752 10,273 -4.45
2026-04-24 13F-HR IT / Gartner Root Financial Partners, LLC 36 68 88.89
2026-04-24 13F-HR EVH / Evolent Health ERn Financial, LLC 29,574 29,574 0.00
2026-04-24 13F-HR IT / Gartner Flagship Private Wealth, LLC 1,753 1,753 0.00
2026-04-24 13F-HR IT / Gartner Profund Advisors Llc 1,092 0 -100.00
2026-04-24 13F-HR IT / Gartner Yousif Capital Management, Llc 8,229 8,188 -0.50
2026-04-24 13F-HR IT / Gartner Kendall Capital Management 5,203 4,788 -7.98
2026-04-24 13F-HR FC / Franklin Covey UMA Financial Services, Inc. 704 769 9.23
2026-04-24 13F-HR IT / Gartner IFM Investors Pty Ltd 15,131 15,191 0.40
2026-04-24 13F-HR IT / Gartner Retirement Systems of Alabama 15,332 14,961 -2.42
2026-04-24 13F-HR IT / Gartner Patten Group, Inc. 2,018 0 -100.00
2026-04-23 13F-HR IT / Gartner Oppenheimer Asset Management Inc. 40,510 22,951 -43.34
2026-04-23 13F-HR FC / Franklin Covey SJS Investment Consulting Inc. 4
2026-04-23 13F-HR IT / Gartner Triad Investment Management 10,906 61,691 465.66
2026-04-23 13F-HR EVH / Evolent Health Harbor Investment Advisory, Llc 1,658 1,658 0.00
2026-04-23 13F-HR EVH / Evolent Health SJS Investment Consulting Inc. 0 13
2026-04-23 13F-HR EVH / Evolent Health North Star Investment Management Corp. 165
2026-04-23 13F-HR EVH / Evolent Health Private Wealth Management Group, LLC 774 0 -100.00
2026-04-23 13F-HR IT / Gartner Chicago Capital, LLC 2,200 2,200 0.00
2026-04-23 13F-HR IT / Gartner Lansforsakringar Fondforvaltning AB (publ) 24,200 24,113 -0.36
2026-04-23 13F-HR IT / Gartner TFC Financial Management 0 4
2026-04-23 13F-HR EVH / Evolent Health Peregrine Capital Management Llc 737,977 0 -100.00
2026-04-23 13F-HR IT / Gartner Impact Partnership Wealth, LLC 3,700 4,445 20.14
2026-04-23 13F-HR IT / Gartner Accurate Wealth Management, LLC 1,288 0 -100.00
2026-04-23 13F-HR IT / Gartner Private Wealth Management Group, LLC 62 4 -93.55
2026-04-23 13F-HR IT / Gartner waypoint wealth counsel 2,055 1,473 -28.32
2026-04-23 13F-HR IT / Gartner American National Bank 8 0 -100.00
2026-04-23 13F-HR IT / Gartner Interchange Capital Partners, LLC 1,180 0 -100.00
2026-04-23 13F-HR IT / Gartner SJS Investment Consulting Inc. 375 133 -64.53
2026-04-23 13F-HR IT / Gartner Marquette Asset Management, LLC 12 27 125.00
2026-04-23 13F-HR IT / Gartner Harbor Investment Advisory, Llc 40 0 -100.00
2026-04-23 13F-HR IT / Gartner Farmers & Merchants Investments Inc 54 54 0.00
2026-04-23 13F-HR IT / Gartner North Star Investment Management Corp. 18 4 -77.78
2026-04-23 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Harbor Investment Advisory, Llc 52 52 0.00
2026-04-23 13F-HR RTO / Rentokil Initial plc - Depositary Receipt J.w. Cole Advisors, Inc. 40,303 0 -100.00
2026-04-23 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Iridian Asset Management Llc/ct 306,397 188,815 -38.38
2026-04-23 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Oppenheimer & Co Inc 18,298 18,993 3.80
2026-04-23 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Klein Pavlis & Peasley Financial, Inc. 40,775 43,466 6.60
2026-04-23 13F-HR RTO / Rentokil Initial plc - Depositary Receipt SJS Investment Consulting Inc. 41 41 0.00
2026-04-22 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Patriot Financial Group Insurance Agency, LLC 24,151 50,722 110.02
2026-04-22 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Apollon Wealth Management, LLC 7,476
2026-04-22 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Janney Montgomery Scott LLC 0 24,225
2026-04-22 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Avantra Family Wealth, Inc. 13,543
2026-04-22 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Pinnacle Bancorp, Inc. 349 492 40.97
2026-04-22 13F-HR IT / Gartner Caldwell Trust Co 200 200 0.00
2026-04-22 13F-HR EVH / Evolent Health Sterling Capital Management LLC 5,045 2,741 -45.67
2026-04-22 13F-HR IT / Gartner Parcion Private Wealth LLC 986 0 -100.00
2026-04-22 13F-HR IT / Gartner Bravera Wealth 27
2026-04-22 13F-HR IT / Gartner Bravera Wealth 27 0 -100.00
2026-04-22 13F-HR IT / Gartner Clear Creek Financial Management, LLC 2,119 2,291 8.12
2026-04-22 13F-HR FC / Franklin Covey Sterling Capital Management LLC 163 104 -36.20
2026-04-22 13F-HR IT / Gartner Apollon Wealth Management, LLC 1,102 1,643 49.09
2026-04-22 13F-HR IT / Gartner Janney Montgomery Scott LLC 51,923 61,182 17.83
2026-04-22 13F-HR IT / Gartner Portus Wealth Advisors, LLC 3
2026-04-22 13F-HR IT / Gartner Abundance Wealth Counselors 1,320
2026-04-22 13F-HR IT / Gartner Spire Wealth Management 8 28 250.00
2026-04-22 13F-HR IT / Gartner Coston, McIsaac & Partners 84 84 0.00
2026-04-22 13F-HR IT / Gartner WestEnd Advisors, LLC 1 1 0.00
2026-04-22 13F-HR IT / Gartner Pictet Asset Management Holding SA 42,271 41,797 -1.12
2026-04-22 13F-HR IT / Gartner Stone House Investment Management, LLC 3 0 -100.00
2026-04-22 13F-HR EVH / Evolent Health Pictet Asset Management Holding SA 12,442 0 -100.00
2026-04-22 13F-HR IT / Gartner RMR Wealth Builders 888 0 -100.00
2026-04-22 13F-HR FC / Franklin Covey Wiser Advisor Group LLC 1,812 1,812 0.00
2026-04-22 13F-HR IT / Gartner Sterling Capital Management LLC 527 503 -4.55
2026-04-22 13F-HR IT / Gartner Princeton Global Asset Management LLC 6 0 -100.00
2026-04-22 SCHEDULE 13G FC / Franklin Covey Royce & Associates Lp 449,007 1,042,625 132.21
2026-04-22 13F-HR IT / Gartner Sendero Wealth Management, LLC 22,201
2026-04-22 13F-HR IT / Gartner Spirepoint Private Client, Llc 978 0 -100.00
2026-04-21 13F-HR IT / Gartner Pallas Capital Advisors LLC 7,670 2,416 -68.50
2026-04-21 13F-HR EVH / Evolent Health Vise Technologies, Inc. 12,399 12,399 0.00
2026-04-21 13F-HR EVH / Evolent Health PharVision Advisers, LLC 44,967 0 -100.00
2026-04-21 13F-HR IT / Gartner Pinnacle Wealth Management Advisory Group, LLC 1,527
2026-04-21 13F-HR IT / Gartner Buttonwood Financial Advisors Inc. 6,033 0 -100.00
2026-04-21 13F-HR IT / Gartner Robeco Institutional Asset Management B.V. 7,894 7,359 -6.78
2026-04-21 13F-HR IT / Gartner Red Tortoise LLC 34 34 0.00
2026-04-21 13F-HR IT / Gartner Financial Consulate, Inc 20 0 -100.00
2026-04-21 13F-HR IT / Gartner Vise Technologies, Inc. 1,705 1,705 0.00
2026-04-21 13F-HR IT / Gartner OP Asset Management Ltd 12,246 11,349 -7.32
2026-04-21 13F-HR IT / Gartner GHP Investment Advisors, Inc. 25,569 18,896 -26.10
2026-04-21 13F-HR IT / Gartner Maseco Llp 31 31 0.00
2026-04-21 13F-HR IT / Gartner Aaron Wealth Advisors LLC 799 0 -100.00
2026-04-21 13F-HR IT / Gartner Pinnacle Associates Ltd 1,527
2026-04-21 13F-HR IT / Gartner Venturi Wealth Management, LLC 1,724 0 -100.00
2026-04-21 13F-HR IT / Gartner Nemes Rush Group LLC 6 6 0.00
2026-04-21 13F-HR IT / Gartner Capital Investment Counsel, Inc 2,090 2,000 -4.31
2026-04-21 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Vise Technologies, Inc. 7,594 7,594 0.00
2026-04-21 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Maseco Llp 700 0 -100.00
2026-04-21 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Aaron Wealth Advisors LLC 8,569
2026-04-21 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Venturi Wealth Management, LLC 0 6,571
2026-04-21 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Financial Consulate, Inc 73 172 135.62
2026-04-21 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Maridea Wealth Management LLC 60,993 73,717 20.86
2026-04-20 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Jfs Wealth Advisors, Llc 71 88 23.94
2026-04-20 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Ronald Blue Trust, Inc. 644 675 4.81
2026-04-20 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Kestra Private Wealth Services, Llc 9,883 23,971 142.55
2026-04-20 13F-HR IT / Gartner Investment Research & Advisory Group, Inc. 43 43 0.00
2026-04-20 13F-HR IT / Gartner Ritholtz Wealth Management 967 0 -100.00
2026-04-20 13F-HR EVH / Evolent Health State of Alaska, Department of Revenue 6,662 6,662 0.00
2026-04-20 13F-HR EVH / Evolent Health Williams & Novak, LLC 17,130
2026-04-20 13F-HR IT / Gartner Kestra Private Wealth Services, Llc 2,713 2,886 6.38
2026-04-20 13F-HR IT / Gartner OP Asset Management Ltd 11,156
2026-04-20 13F-HR EVH / Evolent Health Banque Cantonale Vaudoise 778 0 -100.00
2026-04-20 13F-HR IT / Gartner Hilton Head Capital Partners, LLC 20 20 0.00
2026-04-20 13F-HR IT / Gartner Trust Asset Management LLC 857 0 -100.00
2026-04-20 13F-HR IT / Gartner Concurrent Investment Advisors, LLC 884 0 -100.00
2026-04-20 13F-HR IT / Gartner Assenagon Asset Management S.A. 225,867 39,963 -82.31
2026-04-20 13F-HR FC / Franklin Covey Inscription Capital, LLC 11,794
2026-04-20 13F-HR IT / Gartner Ronald Blue Trust, Inc. 233 131 -43.78
2026-04-20 13F-HR IT / Gartner OP Asset Management Ltd 11,156 11,016 -1.25
2026-04-20 13F-HR FC / Franklin Covey State of Alaska, Department of Revenue 1,902 1,902 0.00
2026-04-20 13F-HR IT / Gartner Dagco, Inc. 23 12 -47.83
2026-04-20 13F-HR IT / Gartner Jfs Wealth Advisors, Llc 62 27 -56.45
2026-04-20 13F-HR IT / Gartner OP Asset Management Ltd 11,016 12,246 11.17
2026-04-20 13F-HR IT / Gartner Sowell Financial Services LLC 1,883 0 -100.00
2026-04-20 13F-HR IT / Gartner State of Alaska, Department of Revenue 22,367 22,032 -1.50
2026-04-20 13F-HR IT / Gartner Aurora Investment Managers, LLC. 4,813 0 -100.00
2026-04-20 13F-HR IT / Gartner Banque Cantonale Vaudoise 12,552 6,368 -49.27
2026-04-20 13F-HR IT / Gartner Louisiana State Employees Retirement System 3,700 3,600 -2.70
2026-04-17 13F-HR IT / Gartner Andina Capital Management, LLC 1,767 0 -100.00
2026-04-17 13F-HR IT / Gartner Krilogy Financial LLC 4,469 6,113 36.79
2026-04-17 13F-HR IT / Gartner CENTRAL TRUST Co 42 42 0.00
2026-04-17 13F-HR IT / Gartner Stephenson National Bank & Trust 534 0 -100.00
2026-04-17 13F-HR IT / Gartner Bell Investment Advisors, Inc 98 172 75.51
2026-04-17 13F-HR IT / Gartner Halbert Hargrove Global Advisors, Llc 5 5 0.00
2026-04-17 13F-HR IT / Gartner Boston Private Wealth Llc 2,257 2,283 1.15
2026-04-17 13F-HR IT / Gartner AdvisorNet Financial, Inc 203 190 -6.40
2026-04-17 13F-HR IT / Gartner Robbins Farley Llc 20 20 0.00
2026-04-17 13F-HR IT / Gartner Kaufman Rossin Wealth, LLC 1,073 0 -100.00
2026-04-17 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Bell Investment Advisors, Inc 18 39 116.67
2026-04-17 13F-HR RTO / Rentokil Initial plc - Depositary Receipt CENTRAL TRUST Co 306 306 0.00
2026-04-16 13F-HR RTO / Rentokil Initial plc - Depositary Receipt SG Americas Securities, LLC 12,812 0 -100.00
2026-04-16 13F-HR IT / Gartner Evolve Private Wealth, Llc 3,241 3,419 5.49
2026-04-16 13F-HR EVH / Evolent Health SG Americas Securities, LLC 97,941 57,658 -41.13
2026-04-16 13F-HR IT / Gartner Beese Fulmer Investment Management, Inc. 1,194 0 -100.00
2026-04-16 13F-HR FC / Franklin Covey CWC Advisors, LLC. 16,635
2026-04-16 13F-HR IT / Gartner Davis Capital Management 1 0 -100.00
2026-04-16 13F-HR IT / Gartner Capital Advisors, Ltd. LLC 7 12 71.43
2026-04-16 13F-HR IT / Gartner BI Asset Management Fondsmaeglerselskab A/S 36,484 27,580 -24.41
2026-04-16 13F-HR IT / Gartner Fisher Funds Management LTD 162,614 11,035 -93.21
2026-04-16 13F-HR IT / Gartner SG Americas Securities, LLC 61,190 65,792 7.52
2026-04-16 13F-HR IT / Gartner E. Ohman J:or Asset Management AB 3,170 3,170 0.00
2026-04-15 13F-HR EVH / Evolent Health Fortitude Family Office, LLC 275 275 0.00
2026-04-15 13F-HR EVH / Evolent Health FNY Investment Advisers, LLC 1,256 0 -100.00
2026-04-15 13F-HR EVH / Evolent Health FNY Investment Advisers, LLC 5,000 5,000 0.00
2026-04-15 13F-HR IT / Gartner Bayforest Capital Ltd 0 1,200
2026-04-15 13F-HR IT / Gartner Riversedge Advisors, Llc 883 0 -100.00
2026-04-15 13F-HR IT / Gartner Tema Etfs Llc 1,389 1,396 0.50
2026-04-15 13F-HR IT / Gartner Exchange Traded Concepts, Llc 871 1,205 38.35
2026-04-15 13F-HR IT / Gartner Norden Group Llc 1,368 0 -100.00
2026-04-15 13F-HR IT / Gartner Douglas Lane & Associates, LLC 200,418 217,617 8.58
2026-04-15 13F-HR IT / Gartner Merit Financial Group, LLC 8,524 8,724 2.35
2026-04-15 13F-HR IT / Gartner Hartford Investment Management Co 4,159 3,989 -4.09
2026-04-15 13F-HR IT / Gartner Hengehold Capital Management Llc 1,386 0 -100.00
2026-04-15 13F-HR IT / Gartner Journey Strategic Wealth Llc 966 1,334 38.10
2026-04-15 13F-HR IT / Gartner NorthAvenue LLC 1 0 -100.00
2026-04-15 13F-HR IT / Gartner Fortitude Family Office, LLC 90 6 -93.33
2026-04-15 13F-HR IT / Gartner Activest Wealth Management 117 61 -47.86
2026-04-15 13F-HR IT / Gartner Avanza Fonder AB 7,078 7,078 0.00
2026-04-15 13F-HR IT / Gartner Valley National Advisers Inc 0 10
2026-04-15 13F-HR FC / Franklin Covey Exchange Traded Concepts, Llc 14,823 18,878 27.36
2026-04-15 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Pullen Investment Management, LLC 48,644 48,528 -0.24
2026-04-15 13F-HR RTO / Rentokil Initial plc - Depositary Receipt FNY Investment Advisers, LLC 26,800 6,800 -74.63
2026-04-14 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Cornerstone National Bank & Trust Co 273 0 -100.00
2026-04-14 13F-HR RTO / Rentokil Initial plc - Depositary Receipt Nbc Securities, Inc. 0 59
2026-04-14 13F-HR IT / Gartner Nova Wealth Management, Inc. 4 0 -100.00
2026-04-14 13F-HR IT / Gartner Zrc Wealth Management, Llc 32 0 -100.00
2026-04-14 13F-HR EVH / Evolent Health Congress Asset Management Co /ma 193,657 226,278 16.84
2026-04-14 13F-HR IT / Gartner Drive Wealth Management, Llc 1,107 0 -100.00
2026-04-14 13F-HR IT / Gartner BSW Wealth Partners 822 0 -100.00
2026-04-14 13F-HR IT / Gartner West Branch Capital LLC 85 21 -75.29
2026-04-14 13F-HR IT / Gartner eCIO, Inc. 290 0 -100.00
2026-04-14 13F-HR IT / Gartner Thurston, Springer, Miller, Herd & Titak, Inc. 5 5 0.00
2026-04-14 13F-HR IT / Gartner Bay Harbor Wealth Management, LLC 3 3 0.00
2026-04-13 13F-HR IT / Gartner Wedge Capital Management L L P/nc 34,130 40,420 18.43