Eversource EnergyES
13F holders, Q1 2024 (March 31)814holders
9famous investors
$59.66avg. 13F price*
At the end of Q1 2024, 814 institutions reported holding Eversource Energy (ES) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock Inc. ($2.2B) and State Street Corp. ($1.6B). 9 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Eversource Energy
- Sector
- Utilities
- CUSIP
- 30040W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $487.9M |
| Exits | 92 | $310.1M |
Ownership 814 holders
| Vanguard Group Inc. | 0.05% | Reduce -7.7% | 41,970,809 | $2.5B |
| BlackRock Inc. | 0.05% | Add +1.6% | 37,637,604 | $2.2B |
| State Street Corp. | 0.07% | Reduce -3.0% | 26,807,488 | $1.6B |
| Geode Capital Management, LLC | 0.05% | Add +10.7% | 8,956,168 | $534.0M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +10.8% | 8,473,537 | $478.3M |
| FMR LLC | 0.03% | Add +56.6% | 6,840,804 | $408.9M |
| Legal & General Group Plc | 0.11% | Reduce -1.1% | 6,180,267 | $369.4M |
| Nordea Investment Management AB | 0.41% | Reduce -7.3% | 5,838,947 | $347.0M |
| Goldman Sachs Group Inc. | 0.06% | Add +19.3% | 4,984,325 | $297.9M |
| Morgan Stanley | 0.02% | Add +9.8% | 4,863,855 | $290.7M |
| American Century Companies Inc. | 0.18% | Add +12.2% | 4,713,233 | $281.7M |
| Invesco Ltd. | 0.06% | Add +60.6% | 4,627,748 | $276.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +3.5% | 4,351,098 | $260.1M |
| Deutsche Bank AG | 0.12% | Reduce -10.6% | 4,164,815 | $248.9M |
| Magellan Asset Management Ltd | 2.23% | Add +27.2% | 3,900,118 | $233.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.52% | Add +65.0% | 3,868,360 | $227.9M |
| Amundi | 0.09% | Add +101.4% | 3,588,952 | $211.7M |
| Public Sector Pension Investment Board | 1.46% | Reduce -0.0% | 3,365,074 | $201.1M |
| Northern Trust Corp. | 0.03% | Reduce -16.8% | 3,274,588 | $195.7M |
| Norges Bank | 0.03% | Add +23.8% | 3,006,325 | $179.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -7.7% | 2,781,223 | $166.2M |
| ClearBridge Investments Ltd | 4.45% | New | 2,611,569 | $156.1M |
| Royal Bank of Canada | 0.04% | Reduce -4.6% | 2,607,687 | $155.9M |
| Zimmer Partners, LP | 3.30% | Add +730.5% | 2,537,095 | $151.6M |
| California Public Employees Retirement System | 0.09% | Reduce -2.2% | 2,101,499 | $125.6M |
| Caisse de depot et placement du Quebec | 0.28% | Reduce -0.4% | 1,959,020 | $117.1M |
| Franklin Resources Inc. | 0.04% | Add +0.2% | 1,849,344 | $110.5M |
| UBS Group AG | 0.04% | Add +93.6% | 1,838,217 | $109.9M |
| Bank of America Corp. | 0.01% | Reduce -42.7% | 1,698,131 | $101.5M |
| Cohen & Steers, Inc. | 0.20% | New | 1,634,936 | $97.7M |
| Wells Fargo & Company | 0.02% | Reduce -76.0% | 1,568,387 | $93.7M |
| NFJ Investment Group, LLC | 2.42% | Add +0.6% | 1,484,722 | $88.7M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -10.2% | 1,460,788 | $87.3M |
| M&G PLC | 0.58% | — | 1,392,324 | $83.5M |
| HSBC Holdings PLC | 0.06% | Reduce -13.5% | 1,391,023 | $83.1M |
| JPMorgan Chase & Co. | 0.01% | Add +44.7% | 1,308,237 | $78.2M |
| First Trust Advisors LP | 0.08% | Reduce -7.5% | 1,305,335 | $78.0M |
| Macquarie Group Ltd. | 0.09% | Add +2.5% | 1,251,638 | $74.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.5% | 1,201,656 | $71.8M |
| Barclays PLC | 0.03% | Add +6.3% | 1,158,345 | $69.2M |
| Citadel Advisors | 0.07% | Add +426.6% | 1,153,256 | $68.9M |
| Nuveen Asset Management, LLC | 0.02% | Add +10.8% | 1,124,217 | $67.6M |
| Empower Advisory Group, LLC | 0.25% | Add +19.1% | 1,103,306 | $65.9M |
| Brookfield Corp | 0.39% | New | 1,094,009 | $65.4M |
| Panagora Asset Management Inc. | 0.33% | Add +8.7% | 1,060,772 | $63.4M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 1,046,133 | $62.5M |
| Duff & Phelps Investment Management Co. | 0.74% | Add +12.3% | 1,029,802 | $61.6M |
| Boston Trust Walden Corp | 0.43% | Reduce -5.7% | 1,013,666 | $60.6M |
| BNP Paribas Financial Markets | 0.07% | Add +11.3% | 946,721 | $56.6M |
| Electron Capital Partners, LLC | 2.47% | New | 941,653 | $56.3M |
| Russell Investments Group, Ltd. | 0.08% | Add +54.9% | 883,016 | $52.8M |
| Gabelli Funds LLC | 0.39% | Reduce -6.5% | 880,750 | $52.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +0.4% | 878,968 | $52.5M |
| Royal London Asset Management Ltd. | 0.13% | Add +5.6% | 873,430 | $52.2M |
| California State Teachers Retirement System | 0.06% | Add +10.0% | 847,789 | $50.7M |
| Anchor Capital Advisors LLC | 1.26% | Reduce -0.1% | 804,250 | $48.1M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -3.7% | 750,545 | $44.9M |
| Schonfeld Strategic Advisors LLC | 0.35% | Add +1223.5% | 750,459 | $44.9M |
| Millennium Management | 0.04% | Add +260.8% | 743,641 | $44.4M |
| New York State Common Retirement Fund | 0.06% | Reduce -4.0% | 735,931 | $44.0M |
| Rhumbline Advisers | 0.04% | Reduce -7.0% | 730,586 | $43.7M |
| Invenomic Capital Management LP | 2.25% | Add +43.2% | 706,633 | $42.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.29% | Add +6.6% | 699,073 | $41.8M |
| APG Asset Management N.V. | 0.07% | Add +22.1% | 749,207 | $41.5M |
| Credit Suisse AG/ | 0.04% | Add +6.6% | 661,667 | $39.5M |
| Baillie Gifford & Co. | 0.03% | Reduce -1.3% | 659,420 | $39.4M |
| Canada Pension Plan Investment Board | 0.04% | Add +6.1% | 646,334 | $38.6M |
| Old Republic International Corp. | 1.51% | No change | 644,183 | $38.5M |
| Energy Income Partners, LLC | 0.74% | Reduce -0.3% | 606,209 | $36.2M |
| Jennison Associates LLC | 0.02% | New | 602,032 | $36.0M |
| Bank of Montreal | 0.01% | Reduce -8.6% | 599,834 | $35.9M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -6.8% | 595,949 | $35.6M |
| CBRE Investment Management Listed Real Assets LLC | 0.66% | Reduce -1.2% | 593,752 | $35.5M |
| State Board of Administration of Florida Retirement System | 0.08% | Add +7.7% | 433,484 | $33.9M |
| Aviva PLC | 0.11% | Add +9.0% | 536,436 | $32.1M |
| Swedbank AB | 0.05% | Add +9.8% | 534,179 | $31.9M |
| Ensign Peak Advisors, Inc | 0.06% | Add +23.7% | 516,370 | $30.9M |
| Focus Partners Wealth | 0.25% | Add +10281.9% | 515,981 | $30.8M |
| Aberdeen Group plc | 0.06% | Add +4.9% | 512,767 | $30.6M |
| AMF Tjanstepension AB | 0.23% | Add +219.3% | 509,846 | $30.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -16.1% | 501,046 | $29.9M |
| National Pension Service | 0.04% | Add +7.0% | 493,472 | $29.5M |
| Clearbridge Investments, LLC | 0.02% | Reduce -2.2% | 474,293 | $28.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 466,254 | $27.9M |
| Verition Fund Management LLC | 0.30% | Add +66.9% | 460,891 | $27.5M |
| Sei Investments Co. | 0.04% | Add +62.9% | 460,399 | $27.5M |
| Nomura Asset Management Co. Ltd. | 0.10% | Reduce -42.8% | 456,327 | $27.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.1% | 447,054 | $26.7M |
| TD Asset Management Inc | 0.02% | Reduce -28.9% | 435,015 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +16.3% | 432,950 | $25.9M |
| Principal Financial Group Inc. | 0.01% | Add +2.2% | 402,537 | $24.1M |
| Alps Advisors Inc. | 0.16% | Add +2.2% | 376,948 | $22.5M |
| AXA S.A. | 0.07% | Reduce -54.8% | 367,408 | $22.0M |
| KBC Group NV | 0.07% | Add +68.6% | 348,814 | $20.8M |
| Voloridge Investment Management, LLC | 0.07% | Add +314.7% | 338,670 | $20.2M |
| RWC Asset Management LLP | 1.52% | Reduce -5.8% | 334,646 | $20.0M |
| New York State Teachers Retirement System | 0.04% | Reduce -7.0% | 325,038 | $19.4M |
| Los Angeles Capital Management LLC | 0.07% | Add +76.9% | 323,402 | $19.3M |
| Man Group plc | 0.05% | Reduce -6.3% | 312,899 | $18.7M |
| Maryland State Retirement & Pension System | 0.37% | Add +1.5% | 325,077 | $18.7M |
| Prudential Financial Inc. | 0.02% | Reduce -2.6% | 294,380 | $17.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -37.7% | 276,298 | $16.5M |
| Danske Bank A/S | 0.05% | — | 268,814 | $16.1M |
| Border to Coast Pensions Partnership Ltd | 0.36% | No change | 268,513 | $16.0M |
| Stifel Financial Corp. | 0.02% | Reduce -10.3% | 266,167 | $15.9M |
| Citigroup Inc. | 0.02% | Add +144.1% | 257,288 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.0% | 249,193 | $14.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.63% | Add +72.9% | 246,549 | $14.7M |
| Twinbeech Capital LP | 0.30% | Add +5241.1% | 245,318 | $14.7M |
| Jane Street Group, LLC | 0.02% | Add +21.1% | 244,996 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -17.9% | 244,827 | $14.6M |
| Kayne Anderson Capital Advisors LP | 0.40% | New | 236,324 | $14.1M |
| Natixis Advisors, LLC | 0.03% | Reduce -20.6% | 228,044 | $13.6M |
| Systematic Alpha Investments, LLC | 0.54% | No change | 226,152 | $13.5M |
| Swiss Life Asset Management Ltd | 0.19% | Add +69.6% | 224,219 | $13.4M |
| Varma Mutual Pension Insurance Co | 0.11% | Add +110.1% | 218,100 | $13.0M |
| LPL Financial LLC | 0.01% | Reduce -14.7% | 209,128 | $12.5M |
| Cerity Partners LLC | 0.03% | Add +72.8% | 204,323 | $12.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -57.6% | 197,833 | $11.8M |
| ZWJ Investment Counsel Inc. | 0.54% | Reduce -3.9% | 197,232 | $11.8M |
| Abn Amro Investment Solutions | 0.20% | Reduce -23.8% | 194,522 | $11.6M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.9% | 193,423 | $11.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -22.3% | 190,901 | $11.4M |
| Tredje AP-fonden | 0.12% | Add +33.1% | 189,156 | $11.3M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 188,706 | $11.3M |
| Illinois Municipal Retirement Fund | 0.17% | Reduce -12.4% | 187,325 | $11.2M |
| Holocene Advisors, LP | 0.04% | Add +35.7% | 182,018 | $10.9M |
| Easterly Investment Partners LLC | 0.81% | Add +356.8% | 176,594 | $10.6M |
| ING Groep NV | 0.07% | Add +259.8% | 172,068 | $10.3M |
| Raymond James & Associates | 0.01% | Reduce -32.6% | 167,488 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.9% | 163,114 | $9.7M |
| Ethic Inc. | 0.25% | Reduce -1.0% | 163,070 | $9.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.5% | 160,115 | $9.6M |
| Allianz Asset Management GmbH | 0.02% | Add +29.5% | 158,863 | $9.5M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.7% | 155,746 | $9.3M |
| GAMCO Investors | 0.09% | Reduce -1.2% | 155,002 | $9.3M |
| Prudential PLC | 0.08% | Add +73.7% | 153,922 | $9.2M |
| Boston Common Asset Management, LLC | 0.20% | Reduce -39.5% | 141,990 | $8.5M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -14.6% | 141,289 | $8.4M |
| IFM Investors Pty Ltd | 0.09% | Add +3.7% | 137,339 | $8.2M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.7% | 133,476 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -95.8% | 131,187 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Add +19.0% | 127,532 | $7.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -15.9% | 125,598 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -33.3% | 124,724 | $7.5M |
| American International Group, Inc. | 0.03% | Reduce -1.1% | 124,264 | $7.4M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 124,074 | $7.4M |
| USS Investment Management Ltd | 0.06% | Add +2.9% | 122,988 | $7.3M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +11.6% | 122,601 | $7.3M |
| Voya Investment Management LLC | 0.01% | Add +0.6% | 122,418 | $7.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +458.7% | 121,476 | $7.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +14.6% | 120,168 | $7.2M |
| Decade Renewable Partners LP | 3.79% | New | 119,650 | $7.2M |
| National Bank of Canada | 0.01% | Add +18.7% | 112,994 | $7.0M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 110,506 | $6.6M |
| Toronto Dominion Bank | 0.01% | Reduce -68.5% | 109,270 | $6.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -63.8% | 108,992 | $6.5M |
| SG Americas Securities, LLC | 0.03% | Add +376.3% | 107,595 | $6.4M |
| D. E. Shaw & Co. | 0.01% | New | 106,401 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -38.2% | 106,292 | $6.4M |
| State of Michigan Retirement System | 0.03% | Add +0.1% | 102,133 | $6.1M |
| Hudson Bay Capital Management LP | 0.06% | New | 100,000 | $6.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -21.0% | 100,361 | $5.9M |
| Arizona State Retirement System | 0.04% | Add +0.1% | 96,082 | $5.7M |
| ProShare Advisors LLC | 0.02% | Reduce -3.6% | 95,124 | $5.7M |
| Plato Investment Management Ltd | 0.59% | Add +1465.0% | 94,932 | $5.7M |
| Forsta Ap-Fonden | 0.05% | Add +8.5% | 94,900 | $5.7M |
| AQR Capital Management | 0.01% | Reduce -68.7% | 94,202 | $5.6M |
| Korea Investment CORP | 0.01% | Reduce -3.0% | 93,111 | $5.6M |
| Tudor Investment Corporation | 0.07% | Add +279.7% | 92,188 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +283.2% | 91,062 | $5.4M |
| PATRIZIA Pty Ltd | 8.50% | Add +2.7% | 90,359 | $5.4M |
| Storebrand Asset Management As | 0.02% | Reduce -6.7% | 86,524 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -11.3% | 86,208 | $5.2M |
| Creative Planning | 0.01% | Add +19.5% | 83,377 | $5.0M |
| Vaughan David Investments LLC | 0.12% | Reduce -18.4% | 83,289 | $5.0M |
| Van Eck Associates Corp. | 0.01% | Add +4.7% | 82,752 | $4.9M |
| Crestline Management, L.P. | 0.47% | New | 82,400 | $4.9M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.5% | 81,775 | $4.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +24.5% | 70,810 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 77,101 | $4.6M |
| Xponance LLC | 0.05% | Add +14.1% | 75,592 | $4.5M |
| DNB Asset Management AS | 0.02% | Reduce -45.4% | 74,794 | $4.5M |
| Ostrum Asset Management | 0.35% | Reduce -5.8% | 73,937 | $4.4M |
| Comerica Bank | 0.02% | Reduce -10.5% | 72,981 | $4.4M |
| Amalgamated Bank | 0.04% | Reduce -14.0% | 72,236 | $4.3M |
| Texas Permanent School Fund Corp. | 0.03% | Add +0.1% | 72,209 | $4.3M |
| State of Tennessee, Department of Treasury | 0.02% | Add +31.7% | 68,714 | $4.1M |
| Commerce Bank | 0.03% | Reduce -9.1% | 68,393 | $4.1M |
| Vontobel Holding Ltd. | 0.03% | Reduce -9.2% | 63,358 | $3.8M |
| Mariner, LLC | 0.01% | Add +20.3% | 62,815 | $3.8M |
| Czech National Bank | 0.05% | Add +0.5% | 61,464 | $3.7M |
| Utah Retirement Systems | 0.04% | No change | 60,231 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.0% | 60,174 | $3.6M |
| Ossiam | 0.06% | Add +35.6% | 59,028 | $3.5M |
| CIBC Asset Management Inc | 0.01% | Add +2.2% | 58,830 | $3.5M |
| Kempner Capital Management Inc. | 1.90% | Reduce 0.0% | 58,528 | $3.5M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 58,503 | $3.5M |
| Degroof Petercam Asset Management | 0.04% | No change | 57,790 | $3.5M |
| Banque Cantonale Vaudoise | 0.13% | Add +38.3% | 56,781 | $3.4M |
| Candriam S.C.A. | 0.02% | Reduce -16.9% | 56,619 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 56,409 | $3.4M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.9% | 53,897 | $3.2M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +27.7% | 53,881 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.10% | New | 53,843 | $3.2M |
| FIL Ltd | 0.00% | Add +7.6% | 53,830 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.0% | 53,142 | $3.2M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -16.4% | 51,836 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +17.4% | 51,282 | $3.1M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -8.9% | 51,122 | $3.1M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.1% | 49,877 | $3.0M |
| US Bancorp \de | 0.00% | Reduce -20.7% | 49,480 | $3.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +57.8% | 49,149 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.3% | 47,915 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +4.3% | 47,416 | $2.8M |
| Moors & Cabot, Inc. | 0.15% | Reduce -47.9% | 46,242 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -28.0% | 46,004 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.0% | 45,800 | $2.7M |
| Bank of Nova Scotia | 0.01% | Reduce -0.1% | 45,670 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | Add +13.0% | 45,236 | $2.7M |
| Engineers Gate Manager LP | 0.07% | Add +690.0% | 43,045 | $2.6M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -3.4% | 42,555 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +19.5% | 42,220 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -13.9% | 41,802 | $2.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +7.0% | 41,798 | $2.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +3.7% | 41,707 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +3.8% | 41,236 | $2.5M |
| PEAK6 Investments LLC | 0.12% | Reduce -65.2% | 40,685 | $2.4M |
| Quantbot Technologies LP | 0.14% | Add +997.5% | 40,387 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.1% | 40,193 | $2.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -82.6% | 39,346 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.7% | 39,156 | $2.3M |
| Westpac Banking Corp. | 0.18% | Add +41.2% | 38,880 | $2.3M |
| Resources Management Corp. /CT/ | 0.33% | Reduce -3.8% | 38,234 | $2.3M |
| Schroder Investment Management Group | 0.00% | Add +1.6% | 37,913 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +0.4% | 37,884 | $2.3M |
| Intech Investment Management LLC | 0.03% | New | 36,653 | $2.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -7.2% | 36,166 | $2.2M |
| Mirabella Financial Services LLP | 0.16% | New | 36,091 | $2.2M |
| Vestcor Inc | 0.07% | Reduce -9.4% | 35,970 | $2.1M |
| Neville Rodie & Shaw Inc. | 0.16% | Add +0.0% | 35,770 | $2.1M |
| Redwood Investment Management, LLC | 0.20% | New | 35,508 | $2.1M |
| Cibc World Markets Corp. | 0.01% | Reduce -22.1% | 35,004 | $2.1M |
| Groupama Asset Managment | 0.04% | Reduce -56.9% | 16,932 | $2.1M |
| Burney Co./ | 0.08% | Add +9.2% | 33,328 | $2.0M |
| Somerset Trust Co | 0.81% | Add +5.2% | 33,138 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -13.4% | 32,893 | $2.0M |
| Agf Management Ltd. | 0.01% | Reduce -15.8% | 32,411 | $1.9M |
| Mondrian Investment Partners LTD | 0.03% | Add +127.5% | 32,229 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +74.0% | 32,181 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +25.5% | 32,112 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +5.2% | 32,064 | $1.9M |
| Siemens Fonds Invest GmbH | 0.15% | Reduce -0.5% | 31,527 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +6.4% | 30,520 | $1.8M |
| Cwm, LLC | 0.01% | Add +2.7% | 30,082 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -34.2% | 29,815 | $1.8M |
| Northcape Wealth Management, LLC | 0.65% | Add +16.4% | 29,707 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +5.3% | 29,679 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -3.1% | 29,586 | $1.8M |
| Jump Financial, LLC | 0.05% | Add +15.2% | 29,297 | $1.8M |
| John G Ullman & Associates Inc. | 0.27% | Reduce -60.3% | 29,175 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 28,849 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -73.2% | 28,474 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +37.0% | 27,763 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -9.4% | 27,877 | $1.7M |
| Wellington Management Group LLP | 0.00% | Reduce -96.6% | 27,796 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -63.3% | 27,617 | $1.7M |
| Bayesian Capital Management, LP | 0.16% | Add +205.6% | 27,200 | $1.6M |
| Kintegral Advisory, LLC | 0.16% | Reduce -0.3% | 27,150 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.9% | 27,017 | $1.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 27,000 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.14% | New | 26,563 | $1.6M |
| Kentucky Retirement Systems | 0.05% | Reduce -5.1% | 26,529 | $1.6M |
| LBP Am SA | 0.06% | Reduce -12.3% | 26,497 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +12.6% | 26,109 | $1.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -32.8% | 26,031 | $1.6M |
| Wexford Capital LP | 0.32% | Reduce -20.5% | 25,974 | $1.6M |
| Ascent Group, LLC | 0.14% | Add +1.9% | 25,942 | $1.6M |
| Legacy Wealth Management, LLC / MS | 0.69% | Add +84.3% | 25,770 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.2% | 25,436 | $1.5M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -2.0% | 25,025 | $1.5M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 25,000 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.8% | 24,652 | $1.5M |
| Allianz SE | 0.05% | — | 24,584 | $1.5M |
| Brookstone Capital Management | 0.03% | Reduce -3.0% | 24,446 | $1.5M |
| First PREMIER Bank | 0.38% | Reduce -2.1% | 24,306 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -5.4% | 23,876 | $1.4M |
| Bahl & Gaynor LLC | 0.01% | Reduce -96.4% | 23,735 | $1.4M |
| St Germain D J Co. Inc. | 0.07% | Add +18.4% | 23,712 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +2.8% | 23,658 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 23,217 | $1.4M |
| Praxis Investment Management Inc. | 0.09% | No change | 23,210 | $1.4M |
| Metis Global Partners, LLC | 0.05% | Reduce -0.2% | 22,819 | $1.4M |
| Hartford Investment Management Co. | 0.05% | Reduce -4.3% | 22,510 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +15.1% | 22,509 | $1.3M |
| Empowered Funds, LLC | 0.02% | Reduce -32.5% | 22,318 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -21.7% | 22,069 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -33.9% | 21,695 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -37.4% | 21,654 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Reduce -91.5% | 21,626 | $1.3M |
| Credit Agricole S A | 0.02% | Add +112.4% | 21,882 | $1.3M |
| JB Capital LLC | 0.09% | Add +0.7% | 21,522 | $1.3M |
| Virtu Financial LLC | 0.10% | New | 21,422 | $1.3M |
| Ieq Capital, LLC | 0.02% | Add +56.3% | 21,145 | $1.3M |
| Inceptionr LLC | 0.33% | Add +371.8% | 21,140 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +45.0% | 20,905 | $1.2M |
| Securian Asset Management, Inc. | 0.04% | Reduce -6.8% | 20,574 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +66.5% | 20,444 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.8% | 20,300 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.9% | 20,229 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -3.2% | 19,785 | $1.2M |
| Lockheed Martin Investment Management Co. | 0.09% | Reduce -13.0% | 17,400 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +444.4% | 19,676 | $1.2M |
| Essex Financial Services, Inc. | 0.11% | Add +1.3% | 19,452 | $1.2M |
| Pensionfund Sabic | 0.34% | Reduce -5.0% | 19,000 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.11% | No change | 18,869 | $1.1M |
| BTG Pactual Global Asset Management Ltd | 0.36% | New | 18,647 | $1.1M |
| PFG Investments, LLC | 0.07% | New | 18,590 | $1.1M |
| Principle Wealth Partners LLC | 0.09% | Reduce -0.6% | 18,471 | $1.1M |
| Caprock Group, LLC | 0.06% | Reduce -7.3% | 18,119 | $1.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -36.2% | 18,087 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -19.6% | 17,810 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.6% | 17,798 | $1.1M |
| Icon Advisers Inc. | 0.24% | No change | 18,000 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.8% | 17,616 | $1.1M |
| Camelot Portfolios, LLC | 0.98% | No change | 16,854 | $1.0M |
| Commerzbank Aktiengesellschaft | 0.03% | Add +219.9% | 16,739 | $1.0M |
| Quantinno Capital Management LP | 0.02% | Add +11.4% | 16,713 | $999K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +61.0% | 16,660 | $996K |
| DC Investments Management, LLC | 0.83% | New | 16,472 | $985K |
| Boothbay Fund Management, LLC | 0.03% | Add +310.7% | 16,207 | $969K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -43.6% | 15,865 | $948K |
| Kestra Advisory Services, LLC | 0.01% | Add +5.9% | 15,742 | $941K |
| Lido Advisors, LLC | 0.01% | Add +225.9% | 15,513 | $927K |
| Aquatic Capital Management LLC | 0.03% | Reduce -79.5% | 14,600 | $873K |
| Sutton Place Investors LLC | 0.43% | Add +0.5% | 14,575 | $871K |
| Assenagon Asset Management S.A. | 0.00% | Add +6.5% | 14,321 | $856K |
| Armstrong Advisory Group, Inc. | 0.08% | No change | 13,800 | $852K |
| Heritage Trust Co | 0.11% | No change | 14,216 | $850K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 14,317 | $843K |
| Metropolitan Life Insurance Co | 0.04% | Reduce -0.9% | 14,088 | $842K |
| Financial Counselors Inc. | 0.01% | New | 13,905 | $831K |
| Trivium Point Advisory, LLC | 0.18% | Reduce -10.6% | 13,903 | $831K |
| Union Savings Bank | 0.43% | No change | 13,878 | $829K |
| Presima Securities ULC | 0.19% | No change | 13,730 | $821K |
| Rockland Trust Co. | 0.04% | Add +0.8% | 13,567 | $811K |
| Tidal Investments LLC | 0.01% | Add +1.8% | 13,611 | $809K |
| BKM Wealth Management, LLC | 0.34% | Add +26.1% | 13,363 | $799K |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.8% | 13,245 | $792K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.4% | 13,173 | $787K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 13,108 | $783K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +39.1% | 13,081 | $782K |
| Profund Advisors LLC | 0.03% | Reduce -7.7% | 13,037 | $779K |
| Norinchukin Bank, The | 0.02% | Reduce -1.4% | 12,876 | $770K |
| Occudo Quantitative Strategies LP | 0.13% | Reduce -65.0% | 12,867 | $769K |
| Sowa Financial Group, Inc. | 0.63% | No change | 12,414 | $766K |
| Empirical Finance, LLC | 0.05% | Add +3.5% | 12,544 | $750K |
| Allworth Financial LP | 0.01% | Reduce -7.3% | 12,394 | $741K |
| QRG Capital Management, Inc. | 0.01% | Add +2.9% | 12,139 | $726K |
| NorthRock Partners, LLC | 0.03% | Add +31.4% | 12,025 | $725K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -68.6% | 12,091 | $723K |
| Fisher Asset Management | 0.00% | Reduce -48.4% | 12,079 | $722K |
| AE Wealth Management LLC | 0.01% | Reduce -44.5% | 12,064 | $721K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +2.1% | 11,740 | $710K |
| United Services Automobile Association | 0.02% | No change | 11,818 | $706K |
| Signaturefd, LLC | 0.01% | Reduce -4.8% | 11,794 | $705K |
| Shell Asset Management Co. | 0.03% | Reduce -60.9% | 12,409 | $704K |
| McDonald Partners LLC | 0.19% | Add +8.8% | 11,756 | $703K |
| Quadrature Capital Ltd | 0.01% | New | 11,711 | $700K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.6% | 11,660 | $697K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -7.4% | 11,528 | $689K |
| Heritage Financial Services, LLC | 0.10% | Add +12.4% | 11,507 | $688K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.2% | 11,482 | $686K |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 11,476 | $686K |
| Aigen Investment Management, LP | 0.15% | New | 11,333 | $677K |
| Huber Capital Management LLC | 0.15% | Add +6.7% | 11,311 | $676K |
| XTX Topco Ltd | 0.09% | New | 11,192 | $669K |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 11,166 | $667K |
| Baker Ellis Asset Management LLC | 0.10% | Reduce -3.6% | 11,097 | $663K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 11,085 | $663K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +27.0% | 11,072 | $662K |
| AIA Group Ltd | 0.02% | New | 11,054 | $661K |
| Central Pacific Bank - Trust Division | 0.09% | — | 11,200 | $659K |
| Waratah Capital Advisors Ltd. | 0.03% | New | 10,984 | $657K |
| Centerpoint Advisors, LLC | 0.25% | No change | 10,983 | $656K |
| Wilkins Investment Counsel Inc. | 0.10% | New | 10,952 | $655K |
| My Legacy Advisors, LLC | 0.21% | Reduce -2.5% | 10,704 | $640K |
| Scientech Research LLC | 0.34% | New | 10,634 | $636K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.1% | 10,616 | $635K |
| Miller Howard Investments Inc. | 0.02% | Reduce -25.7% | 10,592 | $633K |
| HB Wealth Management, LLC | 0.01% | Add +71.8% | 10,355 | $619K |
| Finer Wealth Management, Inc. | 0.41% | No change | 10,330 | $617K |
| Tiaa Trust, National Association | 0.00% | Reduce -11.4% | 10,175 | $608K |
| Apollon Wealth Management, LLC | 0.02% | Add +4.9% | 10,150 | $607K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -16.0% | 10,127 | $605K |
| Claro Advisors Inc. | 0.10% | Reduce -4.3% | 10,053 | $601K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Reduce -8.0% | 9,939 | $594K |
| Amica Mutual Insurance Co. | 0.06% | No change | 9,930 | $594K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.8% | 9,790 | $585K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.8% | 9,790 | $585K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -16.6% | 9,734 | $582K |
| Finivi Inc. | 0.51% | Add +21.0% | 9,439 | $564K |
| Cox Capital Mgt LLC | 0.35% | Add +16.6% | 9,414 | $563K |
| Modern Wealth Management, LLC | 0.05% | Add +0.2% | 9,395 | $562K |
| Rakuten Investment Management, Inc. | 0.00% | Add +988.5% | 9,394 | $561K |
| V-Square Quantitative Management LLC | 0.08% | Add +18.0% | 9,375 | $560K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -0.1% | 9,362 | $560K |
| Welch & Forbes LLC | 0.01% | Reduce -13.9% | 9,313 | $557K |
| Chatham Capital Group, Inc. | 0.10% | No change | 9,188 | $549K |
| Brown Advisory Inc. | 0.00% | Add +13.0% | 9,081 | $543K |
| Flputnam Investment Management Co. | 0.01% | Reduce -56.8% | 9,030 | $540K |
| Keybank National Association | 0.00% | Reduce -9.6% | 9,028 | $540K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -8.6% | 8,965 | $536K |
| Fiduciary Trust Co | 0.01% | Add +27.0% | 8,929 | $534K |
| Teacher Retirement System of Texas | 0.00% | Reduce -44.6% | 8,881 | $531K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.0% | 8,876 | $531K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.8% | 8,841 | $528K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.6% | 8,831 | $528K |
| SC&H Financial Advisors, Inc. | 0.14% | No change | 8,823 | $527K |
| New England Capital Financial Advisors LLC | 0.30% | Reduce -5.6% | 8,783 | $525K |
| Mystic Asset Management, Inc. | 0.22% | Add +10.2% | 8,775 | $524K |
| NEOS Investment Management LLC | 0.03% | Add +74.1% | 8,632 | $516K |
| Machina Capital S.A.S. | 0.27% | New | 8,470 | $506K |
| Csenge Advisory Group | 0.03% | Reduce -5.1% | 8,420 | $503K |
| First Hawaiian Bank | 0.02% | Reduce -0.5% | 8,335 | $498K |
| W.H. Cornerstone Investments Inc. | 0.36% | Reduce -21.1% | 8,313 | $497K |
| Spirit of America Management Corp. | 0.10% | Add +3.1% | 8,300 | $496K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -3.1% | 8,274 | $495K |
| Greenleaf Trust | 0.00% | Reduce -15.3% | 8,057 | $482K |
| LVW Advisors, LLC | 0.08% | Add +7.4% | 8,052 | $481K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -4.4% | 7,990 | $478K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.2% | 7,971 | $476K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 7,944 | $475K |
| Hills Bank & Trust Co | 0.04% | Add +8.0% | 7,717 | $461K |
| Whittier Trust Co. | 0.01% | Add +0.3% | 7,690 | $460K |
| Valley Brook Capital Group, Inc. | 0.36% | Reduce -1.3% | 7,528 | $450K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.3% | 7,526 | $450K |
| SageView Advisory Group, LLC | 0.02% | Reduce -19.0% | 7,526 | $450K |
| Stevens Capital Management LP | 0.09% | New | 7,391 | $442K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -17.6% | 7,214 | $431K |
| Beacon Bank & Trust | 0.11% | Reduce -15.3% | 7,198 | $430K |
| Sachetta, LLC | 0.20% | No change | 6,931 | $428K |
| Evergreen Capital Management LLC | 0.02% | Reduce -22.1% | 7,032 | $420K |
| First Trust Direct Indexing L.P. | 0.03% | Add +53.4% | 6,955 | $416K |
| Advisors Capital Management, LLC | 0.01% | Add +9.5% | 6,821 | $408K |
| Bard Financial Services, Inc. | 0.04% | No change | 6,796 | $406K |
| Prosperity Wealth Management, Inc. | 0.19% | Add +0.6% | 6,671 | $399K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -2.8% | 6,665 | $398K |
| Oak Thistle LLC | 0.35% | Reduce -42.3% | 6,610 | $395K |
| Avestar Capital, LLC | 0.05% | Add +54.1% | 6,504 | $393K |
| FineMark National Bank & Trust | 0.01% | Reduce -2.0% | 6,572 | $393K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.1% | 6,514 | $389K |
| Alberta Investment Management Corp | 0.00% | No change | 6,500 | $389K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.3% | 6,445 | $385K |
| Compound Planning, Inc. | 0.04% | New | 6,442 | $385K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -60.6% | 6,408 | $383K |
| Paloma Partners Management Co | 0.08% | New | 6,387 | $382K |
| Blue Fin Capital, Inc. | 0.08% | Reduce -0.3% | 6,331 | $378K |
| Jmac Enterprises LLC | 0.07% | No change | 6,300 | $377K |
| Savior LLC | 1.97% | No change | 6,150 | $368K |
| Mirova | 0.07% | No change | 6,142 | $367K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -5.5% | 5,988 | $358K |
| Meeder Advisory Services, Inc. | 0.04% | Add +0.9% | 5,972 | $357K |
| KCM Investment Advisors LLC | 0.01% | Reduce -0.4% | 5,957 | $356K |
| Apella Capital, LLC | 0.02% | Add +0.3% | 5,913 | $355K |
| Spire Wealth Management | 0.01% | Reduce -1.7% | 5,904 | $353K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.1% | 5,888 | $352K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -11.7% | 5,875 | $351K |
| Howland Capital Management LLC | 0.02% | Reduce -94.0% | 5,855 | $350K |
| Merit Financial Group, LLC | 0.01% | Add +0.6% | 5,768 | $346K |
| Simplicity Wealth,LLC | 0.01% | New | 5,754 | $344K |
| Midwest Professional Planners, LTD. | 0.12% | Reduce -1.2% | 5,732 | $343K |
| Eastern Bank | 0.01% | Add +2.1% | 5,700 | $341K |
| Quadcap Wealth Management, LLC | 0.08% | Add +0.8% | 5,680 | $339K |
| Wolverine Trading, LLC | 0.00% | New | 5,674 | $339K |
| Investment Management Corp of Ontario | 0.01% | Reduce -30.6% | 5,663 | $338K |
| Savant Capital, LLC | 0.00% | Add +16.2% | 5,640 | $337K |
| Simplex Trading, LLC | 0.01% | Add +16.6% | 5,631 | $336K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.6% | 5,612 | $335K |
| Fullerton Fund Management Co Ltd. | 0.02% | New | 5,555 | $332K |
| Prossimo Advisors, LLC | 0.64% | Reduce -19.6% | 5,520 | $330K |
| Barry Investment Advisors, LLC | 0.11% | No change | 5,407 | $327K |
| Alpha Family Trust | 0.20% | New | 5,440 | $325K |
| Quadrant Capital Group LLC | 0.03% | Reduce -20.4% | 5,439 | $325K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -15.5% | 5,433 | $325K |
| American State Bank (Iowa) | 0.22% | No change | 5,436 | $325K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.3% | 5,409 | $323K |
| Seeds Investor LLC | 0.30% | Reduce -25.4% | 5,378 | $321K |
| Balentine LLC | 0.01% | Add +36.4% | 5,360 | $320K |
| Raymond James Trust N.A. | 0.01% | Reduce -11.8% | 5,332 | $319K |
| Aptus Capital Advisors, LLC | 0.01% | New | 5,317 | $318K |
| Glenview Trust Co | 0.01% | Add +31.4% | 5,305 | $317K |
| Bridgewater Associates | 0.00% | Reduce -44.0% | 5,301 | $317K |
| Independent Advisor Alliance | 0.01% | Reduce -24.0% | 5,230 | $313K |
| Cascade Financial Partners, LLC | 0.04% | — | 5,310 | $312K |
| Wedbush Securities Inc. | 0.01% | Reduce -13.1% | 5,211 | $311K |
| Lake Street Advisors Group, LLC | 0.01% | Add +2.3% | 5,184 | $310K |
| Wells Trecaso Financial Group, LLC | 0.11% | Add +4.5% | 5,172 | $309K |
| Belpointe Asset Management LLC | 0.02% | Reduce -12.3% | 5,140 | $307K |
| Oxler Private Wealth LLC | 0.12% | Reduce -0.5% | 5,106 | $305K |
| Empire Financial Management Company, LLC | 0.10% | No change | 5,057 | $302K |
| Clarius Group, LLC | 0.02% | New | 5,003 | $299K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 4,943 | $295K |
| Spinnaker Trust | 0.02% | Add +0.3% | 4,931 | $295K |
| Cambridge Trust Co. | 0.01% | Reduce -0.0% | 4,915 | $294K |
| Horizon Investments, LLC | 0.01% | Add +0.9% | 4,956 | $293K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -3.1% | 4,756 | $291K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -3.4% | 4,866 | $291K |
| Destination Wealth Management | 0.01% | Reduce -13.2% | 4,858 | $290K |
| S. R. Schill & Associates | 0.13% | No change | 4,815 | $288K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +18.4% | 4,657 | $278K |
| Sciencast Management LP | 0.17% | New | 4,618 | $276K |
| South Dakota Investment Council | 0.01% | No change | 4,600 | $275K |
| Bar Harbor Wealth Management | 0.02% | Add +21.7% | 4,590 | $274K |
| Shore Point Advisors, LLC | 0.15% | No change | 4,542 | $272K |
| Thomasville National Bank | 0.02% | Reduce -9.4% | 4,536 | $271K |
| Trueblood Wealth Management, LLC | 0.15% | Reduce -8.7% | 4,487 | $268K |
| Trust Co. of Vermont | 0.01% | Reduce -0.1% | 4,478 | $268K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.6% | 4,477 | $268K |
| Sound Income Strategies, LLC | 0.02% | Add +30.9% | 4,435 | $265K |
| Stablepoint Partners, LLC | 0.05% | New | 4,419 | $264K |
| Grace & White Inc. | 0.05% | Add +5.2% | 4,418 | $264K |
| SpiderRock Advisors, LLC | 0.01% | — | 4,477 | $264K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.3% | 4,414 | $264K |
| Prospera Financial Services Inc | 0.01% | Reduce -82.1% | 4,400 | $263K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -11.7% | 4,396 | $263K |
| RFG Advisory, LLC | 0.01% | Add +12.7% | 4,382 | $262K |
| Sterling Investment Counsel, LLC | 0.12% | Add +5.8% | 4,367 | $261K |
| Cullinan Associates Inc. | 0.01% | No change | 4,357 | $260K |
| Algert Global LLC | 0.01% | Reduce -43.1% | 4,354 | $260K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +174.3% | 4,306 | $257K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -13.3% | 4,262 | $255K |
| Formidable Asset Management, LLC | 0.04% | New | 4,252 | $254K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -3.0% | 4,250 | $254K |
| Goldstone Financial Group, LLC | 0.06% | Add +13.0% | 4,244 | $254K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,221 | $252K |
| Two Sigma Advisers, LP | 0.00% | Reduce -97.1% | 4,200 | $251K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.7% | 4,192 | $251K |
| Moneco Advisors, LLC | 0.04% | New | 4,172 | $249K |
| Waddell & Associates, LLC | 0.03% | No change | 4,150 | $248K |
| Dynasty Wealth Management, LLC | 0.01% | — | 4,132 | $247K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.1% | 4,105 | $245K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -19.4% | 4,097 | $245K |
| Gotham Asset Management | 0.00% | Reduce -48.8% | 4,088 | $244K |
| Oxford Asset Management LLP | 0.27% | New | 4,065 | $243K |
| Huntington National Bank | 0.00% | Reduce -12.8% | 4,003 | $239K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.7% | 3,936 | $235K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 3,924 | $235K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Reduce -6.3% | 3,919 | $234K |
| Fortis Group Advisors, LLC | 0.04% | No change | 3,891 | $233K |
| CI Investments Inc. | 0.00% | Add +44.5% | 3,867 | $231K |
| Seven Eight Capital, LP | 0.02% | Reduce -58.3% | 3,834 | $229K |
| Continuum Advisory, LLC | 0.03% | Reduce -10.4% | 3,705 | $229K |
| Bessemer Group Inc. | 0.00% | Reduce -86.4% | 3,815 | $227K |
| Parallel Advisors, LLC | 0.01% | Add +17.6% | 3,765 | $225K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +10.1% | 3,757 | $225K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.5% | 3,751 | $224K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -16.1% | 3,746 | $224K |
| Hamilton Capital, LLC | 0.02% | Reduce -0.3% | 3,744 | $224K |
| Kraematon Investment Advisors, Inc. | 0.23% | Reduce -26.6% | 3,743 | $224K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -11.8% | 3,737 | $223K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -2.6% | 3,732 | $223K |
| Tranquilli Financial Advisor LLC | 0.15% | No change | 3,716 | $222K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -13.5% | 3,785 | $220K |
| SVB Wealth LLC | 0.00% | Reduce -13.2% | 3,666 | $219K |
| Cigna Investments Inc. | 0.04% | Reduce -2.0% | 3,658 | $219K |
| Cedrus LLC | 0.12% | Reduce -17.0% | 3,649 | $218K |
| Boston Financial Mangement LLC | 0.01% | New | 3,616 | $216K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.4% | 3,598 | $215K |
| Strait & Sound Wealth Management LLC | 0.12% | New | 3,594 | $213K |
| Wealth Alliance, LLC | 0.03% | Reduce -29.9% | 3,548 | $212K |
| Aaron Wealth Advisors LLC | 0.03% | New | 3,533 | $211K |
| Cadence Wealth Management LLC | 0.22% | No change | 3,521 | $210K |
| CENTRAL TRUST Co | 0.01% | No change | 3,518 | $210K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,516 | $210K |
| Graypoint LLC | 0.02% | Add +3.0% | 3,510 | $210K |
| AJOVista, LLC | 0.57% | No change | 3,504 | $209K |
| Sterling Financial Planning, Inc. | 0.08% | No change | 3,452 | $206K |
| Pine Haven Investment Counsel, Inc | 0.18% | No change | 3,451 | $206K |
| NewEdge Wealth, LLC | 0.00% | Reduce -49.2% | 3,393 | $206K |
| Catalyst Financial Partners LLC | 0.05% | New | 3,519 | $206K |
| Cozad Asset Management Inc. | 0.02% | No change | 3,431 | $205K |
| Axq Capital, LP | 0.05% | Reduce -78.1% | 3,400 | $203K |
| FC Advisory LLC | 0.07% | Add +1.0% | 3,389 | $203K |
| Sandy Spring Bank | 0.01% | Add +0.3% | 3,241 | $194K |
| FNY Investment Advisers, LLC | 0.11% | New | 3,000 | $179K |
| LGT Financial Advisors LLC | 0.20% | Reduce -4.2% | 2,947 | $176K |
| Virtus Advisers, LLC | 0.09% | Reduce -7.0% | 2,944 | $176K |
| SouthState Bank Corp | 0.01% | Reduce -16.8% | 2,856 | $171K |
| Mather Group, Llc. | 0.00% | New | 2,690 | $166K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.9% | 2,684 | $160K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.1% | 2,704 | $159K |
| Albion Financial Group | 0.01% | No change | 2,644 | $158K |
| Lanark Financial, Inc. | 0.01% | Reduce -5.4% | 2,597 | $155K |
| Steph & Co. | 0.05% | Reduce -47.5% | 2,546 | $152K |
| Richardson Financial Services Inc. | 0.11% | Add +5.5% | 2,536 | $152K |
| Montag A & Associates Inc. | 0.01% | No change | 2,200 | $131K |
| HM Payson & Co. | 0.00% | Add +38.2% | 2,172 | $130K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 2,171 | $130K |
| Lindbrook Capital, LLC | 0.01% | Reduce -8.3% | 2,086 | $125K |
| IFP Advisors, Inc | 0.01% | Reduce -25.0% | 2,083 | $124K |
| Centaurus Financial, Inc. | 0.01% | New | 2,051 | $123K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,953 | $117K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.2% | 1,923 | $115K |
| Tucker Asset Management LLC | 0.03% | Add +116.4% | 1,865 | $111K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -11.3% | 1,803 | $108K |
| Private Trust Co. NA | 0.01% | Reduce -15.7% | 1,777 | $106K |
| GAMMA Investing LLC | 0.02% | Add +25.9% | 1,738 | $104K |
| Capital Analysts, LLC | 0.00% | Reduce -1.3% | 1,721 | $103K |
| Smithfield Trust Co | 0.01% | No change | 1,673 | $100K |
| State of Wyoming | 0.02% | New | 1,666 | $100K |
| CVA Family Office, LLC | 0.02% | Add +130.7% | 1,615 | $97K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.7% | 1,598 | $96K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +19.8% | 1,578 | $94K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +98.2% | 1,534 | $92K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.3% | 1,526 | $91K |
| Quent Capital, LLC | 0.01% | Add +2.0% | 1,388 | $83K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +7.6% | 1,369 | $81K |
| Tsfg, LLC | 0.02% | No change | 1,330 | $79K |
| AlphaMark Advisors, LLC | 0.03% | No change | 1,297 | $78K |
| Headlands Technologies LLC | 0.02% | New | 1,305 | $78K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +46.1% | 1,267 | $76K |
| Rothschild Investment LLC | 0.01% | Add +2.5% | 1,214 | $73K |
| Brown Brothers Harriman & Co. | 0.00% | Add +189.6% | 1,202 | $72K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,193 | $71K |
| GoalVest Advisory LLC | 0.02% | Add +8.9% | 1,166 | $70K |
| Granite FO LLC | 0.04% | No change | 1,000 | $67K |
| FSA Wealth Management LLC | 0.03% | No change | 1,105 | $66K |
| First Community Trust NA | 0.06% | Reduce -2.4% | 1,080 | $65K |
| Quarry LP | 0.03% | Add +213.1% | 1,055 | $63K |
| Emfo, LLC | 0.06% | No change | 1,049 | $63K |
| Principal Securities, Inc. | 0.00% | Reduce -22.3% | 1,031 | $62K |
| Tortoise Investment Management, LLC | 0.01% | Add +50.2% | 1,029 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Add +61.6% | 1,013 | $61K |
| Webster Bank, N. A. | 0.01% | Reduce -43.0% | 1,008 | $60K |
| Alta Advisers Ltd | 0.03% | No change | 1,000 | $60K |
| Chesapeake Asset Management LLC | 0.06% | Reduce -73.7% | 986 | $59K |
| Fernwood Investment Management, LLC | 0.02% | New | 967 | $58K |
| Jones Financial Companies LLLP | 0.00% | Add +4.7% | 937 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -37.6% | 897 | $54K |
| CoreFirst Bank & Trust | 0.03% | No change | 907 | $54K |
| Bollard Group LLC | 0.00% | New | 901 | $54K |
| Bank of New Hampshire | 0.01% | No change | 884 | $53K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 874 | $52K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 850 | $51K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 850 | $51K |
| Gould Capital, LLC | 0.03% | No change | 800 | $48K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 787 | $47K |
| MV Capital Management, Inc. | 0.01% | Add +14.8% | 768 | $46K |
| Perkins Coie Trust Co | 0.01% | No change | 734 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $44K |
| Oakworth Capital, Inc. | 0.00% | Reduce -12.7% | 729 | $44K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -37.1% | 722 | $43K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | No change | 719 | $43K |
| Pathway Financial Advisers, LLC | 0.02% | No change | 712 | $43K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | No change | 708 | $42K |
| PSI Advisors, LLC | 0.02% | Reduce -52.5% | 708 | $42K |
| Blue Trust, Inc. | 0.00% | Reduce -6.6% | 708 | $42K |
| Global Assets Advisory, LLC | 0.03% | New | 716 | $42K |
| Hexagon Capital Partners LLC | 0.01% | Add +18.1% | 704 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Add +4187.5% | 686 | $41K |
| Acadian Asset Management LLC | 0.00% | No change | 696 | $41K |
| Caldwell Trust Co | 0.00% | Add +4.8% | 680 | $41K |
| Addison Advisors LLC | 0.01% | No change | 675 | $40K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +28.9% | 664 | $40K |
| Broadwater Capital Management LLC | 0.03% | No change | 620 | $37K |
| Manchester Capital Management LLC | 0.00% | Add +83.6% | 606 | $36K |
| Bangor Savings Bank | 0.00% | No change | 604 | $36K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 594 | $36K |
| DT Investment Partners, LLC | 0.00% | No change | 577 | $34K |
| Raleigh Capital Management Inc. | 0.01% | Add +186.6% | 576 | $34K |
| Salem Investment Counselors Inc. | 0.00% | Add +49.7% | 545 | $33K |
| Versant Capital Management, Inc | 0.01% | Add +62.6% | 522 | $31K |
| Sawyer & Company, Inc | 0.01% | No change | 500 | $30K |
| Bfsg, LLC | 0.00% | No change | 500 | $30K |
| Coston, McIsaac & Partners | 0.01% | Reduce -5.3% | 500 | $29K |
| Kelly Financial Services LLC | 0.01% | Add +26.3% | 480 | $29K |
| West Branch Capital LLC | 0.01% | Reduce -72.6% | 478 | $29K |
| Rise Advisors, LLC | 0.01% | New | 459 | $27K |
| Piscataqua Savings Bank | 0.02% | No change | 450 | $27K |
| City Holding Co. | 0.00% | No change | 447 | $27K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -5.0% | 416 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 413 | $25K |
| Benjamin Edwards Inc. | 0.00% | No change | 408 | $24K |
| UMB Bank, n.a. | 0.00% | Add +73.6% | 401 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +2350.0% | 343 | $20K |
| Colonial Trust Advisors | 0.00% | Reduce -1.5% | 335 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 328 | $20K |
| Valley National Advisers Inc. | 0.00% | Add +3.0% | 349 | $20K |
| Paladin Advisory Group, LLC | 0.02% | No change | 334 | $20K |
| First United Bank & Trust | 0.01% | No change | 322 | $19K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 320 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +220.2% | 301 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 300 | $18K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $18K |
| Bogart Wealth, LLC | 0.00% | Reduce -37.7% | 293 | $18K |
| Gen-Wealth Partners Inc | 0.01% | — | 287 | $17K |
| Gleason Group, Inc. | 0.00% | No change | 271 | $16K |
| Covestor Ltd | 0.01% | Add +1.1% | 273 | $16K |
| Hall Laurie J Trustee | 0.01% | No change | 270 | $16K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -15.6% | 266 | $16K |
| First Command Advisory Services, Inc. | 0.00% | Add +9.9% | 288 | $16K |
| WASHINGTON TRUST Co | 0.00% | Reduce -32.6% | 254 | $15K |
| Ransom Advisory, Ltd | 0.01% | — | 250 | $15K |
| Criterion Capital Advisors, LLC | 0.01% | Add +4.2% | 248 | $15K |
| Anchor Investment Management, LLC | 0.00% | No change | 246 | $15K |
| Avior Wealth Management, LLC | 0.00% | Add +2577.8% | 241 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -37.6% | 236 | $14K |
| Atticus Wealth Management, LLC | 0.00% | No change | 227 | $14K |
| First Personal Financial Services | 0.00% | No change | 225 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +31.9% | 211 | $13K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -57.9% | 213 | $13K |
| Financial Perspectives, Inc | 0.00% | No change | 210 | $13K |
| Investors Research Corp | 0.00% | No change | 199 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 191 | $11K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -2.6% | 186 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.1% | 185 | $11K |
| City State Bank | 0.00% | No change | 187 | $11K |
| Aspire Private Capital, LLC | 0.00% | Reduce -23.5% | 182 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Add +13.0% | 182 | $11K |
| Red Tortoise LLC | 0.01% | New | 181 | $11K |
| LRI Investments, LLC | 0.00% | — | 180 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Add +32.6% | 175 | $10K |
| MCF Advisors LLC | 0.00% | Add +8.8% | 174 | $10K |
| Colonial Trust Co / SC | 0.00% | No change | 172 | $10K |
| Bokf, NA | 0.00% | New | 173 | $10K |
| Stone House Investment Management, LLC | 0.00% | New | 168 | $10K |
| Pineridge Advisors LLC | 0.00% | No change | 161 | $10K |
| Concord Wealth Partners | 0.00% | Reduce -48.0% | 155 | $9K |
| Venturi Wealth Management, LLC | 0.00% | Add +8.2% | 146 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 143 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -4.1% | 141 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.6% | 141 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 141 | $8K |
| Pingora Partners LLC | 0.01% | New | 135 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 134 | $8K |
| Kepos Capital LP | 0.00% | New | 128 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 131 | $8K |
| Hartford Financial Management Inc. | 0.00% | No change | 130 | $8K |
| Robbins Farley | 0.00% | No change | 125 | $7K |
| Compass Wealth Management LLC | 0.00% | No change | 119 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 118 | $7K |
| Operose Advisors LLC | 0.00% | No change | 118 | $7K |
| Keener Financial Planning LLC | 0.00% | New | 112 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 115 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 109 | $7K |
| Abound Wealth Management | 0.00% | Reduce -5.5% | 103 | $6K |
| WealthCollab, LLC | 0.00% | Reduce -30.6% | 100 | $6K |
| NFSG Corp | 0.00% | New | 100 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.6% | 97 | $6K |
| Castleview Partners, LLC | 0.00% | No change | 85 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 83 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -15.1% | 79 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 78 | $5K |
| SRH Advisors, LLC | 0.00% | No change | 75 | $4K |
| First Pacific Financial | 0.00% | New | 75 | $4K |
| Tompkins Financial Corp. | 0.00% | New | 75 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 71 | $4K |
| EntryPoint Capital, LLC | 0.00% | Reduce -11.4% | 70 | $4K |
| Solstein Capital, LLC | 0.00% | No change | 69 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -64.8% | 68 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -79.0% | 65 | $4K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -93.8% | 59 | $4K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 56 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 53 | $3K |
| Northwest Investment Counselors, LLC | 0.00% | New | 49 | $3K |
| Centennial Bank | 0.00% | No change | 47 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 45 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 45 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 34 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 44 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 41 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +15.2% | 38 | $2K |
| Retirement Group, LLC | 0.00% | No change | 36 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 36 | $2K |
| Main Street Group, LTD | 0.00% | Add +2.9% | 36 | $2K |
| Avion Wealth | 0.00% | Add +88.9% | 17 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 31 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 31 | $2K |
| Global Financial Private Client, LLC | 0.00% | New | 31 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +20.8% | 29 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 27 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| TD Capital Management LLC | 0.00% | Reduce -35.9% | 25 | $1K |
| USA Financial Formulas | 0.00% | New | 25 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -97.4% | 24 | $1K |
| Friedenthal Financial | 0.00% | No change | 21 | $1K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -33.3% | 20 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | New | 20 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -72.6% | 20 | $1K |
| Crewe Advisors LLC | 0.00% | New | 19 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -15.0% | 17 | $1K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.3% | 27 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -38.5% | 16 | $961 |
| TFC Financial Management, Inc. | 0.00% | New | 14 | $837 |
| Country Trust Bank | 0.00% | No change | 13 | $777 |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.3% | 12 | $736 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 11 | $658 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11 | $657 |
| Highline Wealth Partners LLC | 0.00% | No change | 10 | $598 |
| AlphaQuest LLC | 0.00% | New | 10 | $598 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 10 | $598 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 8 | $483 |
| Planning Capital Management Corp | 0.00% | New | 8 | $479 |
| Creative Financial Designs Inc. | 0.00% | New | 8 | $478 |
| True Wealth Design, LLC | 0.00% | Add +40.0% | 7 | $419 |
| Fairman Group, LLC | 0.00% | No change | 7 | $418 |
| Nvwm, LLC | 0.00% | New | 5 | $302 |
| WestEnd Advisors, LLC | 0.00% | No change | 5 | $299 |
| Eagle Bay Advisors LLC | 0.00% | No change | 2 | $123 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -33.3% | 2 | $120 |
| Lazard Asset Management LLC | 0.00% | Reduce -99.8% | 16 | $0 |
"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.