Eversource EnergyES
13F holders, Q2 2024 (June 30)816holders +2
84new positions
83sold out
6famous investors
$56.71avg. 13F price*
At the end of Q2 2024, 816 institutions reported holding Eversource Energy (ES) in their 13F filings, up 2 from Q1 2024. 84 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock Inc. ($2.1B) and State Street Corp. ($1.4B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $60.7M |
| Exits | 83 | $187.5M |
All 13F filers, Q1 2024 → Q2 2024: 20,465,295 shares bought and 15,679,158 shares sold, net +4,786,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 816 holders
| Vanguard Group Inc. | 0.05% | Add +0.5% | 42,198,124 | $2.4B |
| BlackRock Inc. | 0.05% | Add +0.2% | 37,708,122 | $2.1B |
| State Street Corp. | 0.06% | Reduce -6.3% | 25,109,308 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.11% | Add +14.8% | 9,732,136 | $551.9M |
| Geode Capital Management, LLC | 0.04% | Reduce -2.1% | 8,771,583 | $496.2M |
| FMR LLC | 0.02% | Reduce -0.1% | 6,833,683 | $387.5M |
| Legal & General Group Plc | 0.09% | Reduce -8.0% | 5,685,977 | $322.5M |
| Zimmer Partners, LP | 5.78% | Add +110.8% | 5,349,483 | $303.4M |
| Magellan Asset Management Ltd | 2.86% | Add +36.0% | 5,303,657 | $300.8M |
| Amundi | 0.11% | Add +43.5% | 5,148,671 | $295.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +3.2% | 5,142,480 | $291.6M |
| Invesco Ltd. | 0.06% | Add +7.4% | 4,971,778 | $281.9M |
| Morgan Stanley | 0.02% | Reduce -1.9% | 4,770,517 | $270.5M |
| Nordea Investment Management AB | 0.32% | Reduce -18.4% | 4,767,249 | $269.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +8.9% | 4,739,584 | $268.8M |
| American Century Companies Inc. | 0.16% | Reduce -2.3% | 4,606,374 | $261.2M |
| Nuveen Asset Management, LLC | 0.07% | Add +300.0% | 4,497,091 | $255.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.55% | Add +4.3% | 4,036,748 | $228.9M |
| Public Sector Pension Investment Board | 1.22% | Add +0.6% | 3,385,281 | $192.0M |
| Norges Bank | 0.03% | Add +9.0% | 3,276,220 | $185.8M |
| Northern Trust Corp. | 0.03% | Reduce -0.7% | 3,253,282 | $184.5M |
| Bank of New York Mellon Corp | 0.03% | Add +12.7% | 3,135,652 | $177.8M |
| Deutsche Bank AG | 0.07% | Reduce -34.0% | 2,749,557 | $155.9M |
| Caisse de depot et placement du Quebec | 0.35% | Add +28.9% | 2,524,463 | $143.2M |
| Franklin Resources Inc. | 0.04% | Add +31.1% | 2,424,669 | $137.5M |
| Royal Bank of Canada | 0.03% | Reduce -9.8% | 2,353,324 | $133.5M |
| ClearBridge Investments Ltd | 3.72% | Reduce -14.1% | 2,243,822 | $127.2M |
| UBS Group AG | 0.04% | Add +19.8% | 2,201,793 | $124.9M |
| HSBC Holdings PLC | 0.06% | Add +26.9% | 1,765,481 | $100.1M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 1,664,219 | $94.4M |
| Cohen & Steers, Inc. | 0.20% | Add +0.8% | 1,647,667 | $93.4M |
| M&G PLC | 0.64% | Add +16.8% | 1,626,685 | $92.7M |
| California Public Employees Retirement System | 0.07% | Reduce -24.1% | 1,595,973 | $90.5M |
| JPMorgan Chase & Co. | 0.01% | Add +7.3% | 1,404,201 | $79.6M |
| Wells Fargo & Company | 0.02% | Reduce -12.4% | 1,373,304 | $77.9M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -6.4% | 1,367,906 | $77.6M |
| First Trust Advisors LP | 0.08% | Add +1.7% | 1,327,219 | $75.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +10.1% | 1,323,319 | $75.1M |
| Millennium Management | 0.06% | Add +75.8% | 1,307,397 | $74.1M |
| NFJ Investment Group, LLC | 2.23% | Reduce -13.6% | 1,283,149 | $72.8M |
| Brookfield Corp | 0.45% | Add +14.4% | 1,251,405 | $71.0M |
| Macquarie Group Ltd. | 0.08% | Reduce -1.1% | 1,238,399 | $70.2M |
| Empower Advisory Group, LLC | 0.24% | Add +3.0% | 1,136,369 | $64.4M |
| Duff & Phelps Investment Management Co. | 0.77% | Add +3.5% | 1,065,914 | $60.4M |
| Swiss National Bank | 0.04% | Reduce -1.0% | 1,035,333 | $58.7M |
| Boston Trust Walden Corp | 0.42% | Reduce -1.4% | 999,843 | $56.7M |
| Los Angeles Capital Management LLC | 0.20% | Add +201.4% | 974,665 | $55.3M |
| Invenomic Capital Management LP | 2.88% | Add +37.8% | 973,987 | $55.2M |
| Barclays PLC | 0.02% | Reduce -18.4% | 945,431 | $53.6M |
| BNP Paribas Financial Markets | 0.06% | Reduce -4.7% | 902,517 | $51.2M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -3.2% | 854,752 | $48.5M |
| Gabelli Funds LLC | 0.37% | Reduce -3.7% | 848,350 | $48.1M |
| California State Teachers Retirement System | 0.06% | Reduce -2.6% | 825,662 | $46.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -8.1% | 808,060 | $45.8M |
| Royal London Asset Management Ltd. | 0.11% | Reduce -9.6% | 790,046 | $44.8M |
| Citadel Advisors | 0.05% | Reduce -31.5% | 789,856 | $44.8M |
| Anchor Capital Advisors LLC | 1.25% | Reduce -2.4% | 784,860 | $44.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +2.7% | 771,007 | $43.7M |
| Aberdeen Group plc | 0.08% | Add +47.3% | 755,429 | $42.8M |
| New York State Common Retirement Fund | 0.06% | Add +0.6% | 740,160 | $42.0M |
| Rhumbline Advisers | 0.04% | Reduce -0.3% | 728,318 | $41.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.26% | Add +0.8% | 704,659 | $40.0M |
| APG Asset Management N.V. | 0.07% | Reduce -3.1% | 726,170 | $38.4M |
| Canada Pension Plan Investment Board | 0.04% | No change | 646,334 | $36.7M |
| Old Republic International Corp. | 1.49% | No change | 644,183 | $36.5M |
| Bank of Montreal | 0.01% | Reduce -0.9% | 594,259 | $34.0M |
| Ensign Peak Advisors, Inc | 0.06% | Add +15.6% | 596,911 | $33.9M |
| Aviva PLC | 0.09% | Add +10.4% | 592,129 | $33.6M |
| Voloridge Investment Management, LLC | 0.12% | Add +72.5% | 584,054 | $33.1M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -4.0% | 571,946 | $32.5M |
| Focus Partners Wealth | 0.10% | Add +4.7% | 540,037 | $30.6M |
| Swedbank AB | 0.04% | Reduce -3.9% | 513,268 | $29.1M |
| Baillie Gifford & Co. | 0.02% | Reduce -23.6% | 503,968 | $28.6M |
| National Pension Service | 0.03% | Add +0.8% | 497,296 | $28.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.0% | 490,953 | $27.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +12.9% | 488,838 | $27.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 486,318 | $27.6M |
| Man Group plc | 0.07% | Add +55.0% | 484,972 | $27.5M |
| Energy Income Partners, LLC | 0.59% | Reduce -22.9% | 467,268 | $26.5M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +266.4% | 449,144 | $25.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.1% | 437,757 | $24.8M |
| Sei Investments Co. | 0.03% | Reduce -7.5% | 425,712 | $24.1M |
| TD Asset Management Inc | 0.02% | Reduce -3.9% | 417,934 | $23.7M |
| Clearbridge Investments, LLC | 0.02% | Reduce -15.9% | 398,826 | $22.6M |
| AXA S.A. | 0.07% | Add +8.0% | 396,722 | $22.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.6% | 396,220 | $22.5M |
| Nomura Asset Management Co. Ltd. | 0.07% | Reduce -17.2% | 377,863 | $21.4M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -13.4% | 375,568 | $21.3M |
| Alps Advisors Inc. | 0.15% | Reduce -0.6% | 374,851 | $21.3M |
| KBC Group NV | 0.06% | Reduce -1.8% | 342,656 | $19.4M |
| AMF Tjanstepension AB | 0.14% | Reduce -33.4% | 339,631 | $19.3M |
| Citigroup Inc. | 0.02% | Add +31.1% | 337,425 | $19.1M |
| RWC Asset Management LLP | 1.64% | Add +0.3% | 335,696 | $19.0M |
| Maryland State Retirement & Pension System | 0.34% | Add +0.1% | 325,450 | $18.5M |
| Jane Street Group, LLC | 0.02% | Add +31.6% | 322,482 | $18.3M |
| New York State Teachers Retirement System | 0.04% | Reduce -2.6% | 316,523 | $17.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +2.7% | 283,858 | $16.1M |
| Prudential Financial Inc. | 0.02% | Reduce -8.1% | 270,404 | $15.3M |
| Border to Coast Pensions Partnership Ltd | 0.35% | Reduce -3.4% | 259,280 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.5% | 257,914 | $14.6M |
| Stifel Financial Corp. | 0.02% | Reduce -3.4% | 257,082 | $14.6M |
| Danske Bank A/S | 0.05% | Reduce -5.5% | 253,914 | $14.4M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.1% | 244,596 | $13.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.53% | Reduce -6.5% | 230,430 | $13.1M |
| Swiss Life Asset Management Ltd | 0.15% | Add +2.6% | 230,151 | $13.1M |
| Systematic Alpha Investments, LLC | 0.49% | No change | 226,152 | $12.8M |
| LPL Financial LLC | 0.01% | Add +7.8% | 225,528 | $12.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.23% | Reduce -63.0% | 219,929 | $12.5M |
| ZWJ Investment Counsel Inc. | 0.52% | Add +6.5% | 210,117 | $11.9M |
| Abn Amro Investment Solutions | 0.21% | Add +2.3% | 199,001 | $11.3M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.6% | 192,297 | $10.9M |
| Tredje AP-fonden | 0.10% | Reduce -0.5% | 188,298 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 182,524 | $10.4M |
| Easterly Investment Partners LLC | 0.90% | Add +2.3% | 180,648 | $10.2M |
| Raymond James & Associates | 0.01% | Add +2.1% | 170,963 | $9.7M |
| AQR Capital Management | 0.01% | Add +80.8% | 170,351 | $9.7M |
| Boston Common Asset Management, LLC | 0.25% | Add +18.9% | 168,829 | $9.6M |
| Crestline Management, L.P. | 0.75% | Add +104.1% | 168,204 | $9.5M |
| Prudential PLC | 0.07% | Add +8.8% | 167,492 | $9.5M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -28.4% | 156,163 | $8.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.9% | 153,941 | $8.7M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -1.9% | 152,859 | $8.7M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -18.5% | 152,683 | $8.7M |
| Ethic Inc. | 0.20% | Reduce -8.6% | 148,996 | $8.4M |
| State of Tennessee, Department of Treasury | 0.03% | Add +113.3% | 146,603 | $8.3M |
| GAMCO Investors | 0.09% | Reduce -5.7% | 146,205 | $8.3M |
| U.S. Capital Wealth Advisors, LLC | 0.31% | Add +12.1% | 142,914 | $8.1M |
| IFM Investors Pty Ltd | 0.08% | Add +1.4% | 139,323 | $7.9M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -2.8% | 137,289 | $7.8M |
| National Bank of Canada | 0.01% | Add +21.5% | 137,315 | $7.8M |
| Toronto Dominion Bank | 0.01% | Add +23.2% | 134,647 | $7.6M |
| Public Employees Retirement System of Ohio | 0.03% | Add +0.3% | 133,928 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +5.1% | 131,138 | $7.4M |
| Voya Investment Management LLC | 0.01% | Add +4.7% | 128,111 | $7.3M |
| Asset Management One Co., Ltd. | 0.03% | Add +1.8% | 127,902 | $7.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -44.0% | 127,621 | $7.2M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 127,611 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 127,076 | $7.2M |
| Corebridge Financial, Inc. | 0.04% | — | 121,622 | $6.9M |
| Holocene Advisors, LP | 0.03% | Reduce -34.6% | 119,109 | $6.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -37.7% | 118,953 | $6.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -40.8% | 117,206 | $6.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -6.0% | 116,598 | $6.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.1% | 110,227 | $6.3M |
| Allianz Asset Management GmbH | 0.01% | Reduce -33.2% | 106,051 | $6.0M |
| Trexquant Investment LP | 0.09% | New | 105,059 | $6.0M |
| State of Michigan Retirement System | 0.03% | Add +2.3% | 104,433 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -16.5% | 100,324 | $5.7M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -1.8% | 98,536 | $5.7M |
| Plato Investment Management Ltd | 0.51% | Add +2.5% | 97,271 | $5.5M |
| Arizona State Retirement System | 0.04% | Reduce -0.0% | 96,059 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -53.1% | 95,809 | $5.4M |
| MetLife Investment Management, LLC | 0.03% | Add +14.9% | 93,935 | $5.3M |
| Forsta Ap-Fonden | 0.05% | Reduce -1.8% | 93,200 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -23.4% | 93,108 | $5.3M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +661.6% | 92,085 | $5.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +594.0% | 90,786 | $5.1M |
| Van Eck Associates Corp. | 0.01% | Add +9.6% | 90,658 | $5.1M |
| PATRIZIA Pty Ltd | 8.06% | No change | 90,359 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.1% | 90,026 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.7% | 88,585 | $5.0M |
| Vontobel Holding Ltd. | 0.02% | Add +38.4% | 87,714 | $5.0M |
| Riverview Capital Advisers, LLC | 1.67% | New | 87,528 | $5.0M |
| Storebrand Asset Management As | 0.02% | No change | 86,524 | $4.9M |
| Harvest Portfolios Group Inc. | 0.18% | New | 85,162 | $4.8M |
| USS Investment Management Ltd | 0.04% | Reduce -31.8% | 83,907 | $4.8M |
| Panagora Asset Management Inc. | 0.02% | Reduce -92.3% | 82,023 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +9.5% | 81,904 | $4.6M |
| Credit Agricole S A | 0.03% | Add +273.8% | 81,785 | $4.6M |
| Edgestream Partners, L.P. | 0.22% | New | 81,007 | $4.6M |
| Creative Planning | 0.00% | Reduce -3.2% | 80,743 | $4.6M |
| ProShare Advisors LLC | 0.01% | Reduce -17.9% | 78,096 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Add +33.3% | 77,995 | $4.4M |
| Retirement Systems of Alabama | 0.02% | Add +0.8% | 77,704 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -10.0% | 77,587 | $4.4M |
| Westpac Banking Corp. | 0.34% | Add +96.0% | 76,219 | $4.3M |
| Korea Investment CORP | 0.01% | Reduce -20.7% | 73,807 | $4.2M |
| Comerica Bank | 0.02% | Reduce -0.9% | 72,299 | $4.1M |
| Decade Renewable Partners LP | 1.99% | Reduce -39.9% | 71,949 | $4.1M |
| Amalgamated Bank | 0.03% | Reduce -1.2% | 71,372 | $4.0M |
| Vaughan David Investments LLC | 0.10% | Reduce -15.0% | 70,772 | $4.0M |
| Xponance LLC | 0.04% | Reduce -10.1% | 67,935 | $3.9M |
| Czech National Bank | 0.04% | Add +9.2% | 67,125 | $3.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +60.6% | 66,971 | $3.8M |
| Aquatic Capital Management LLC | 0.14% | Add +358.2% | 66,900 | $3.8M |
| Slagle Financial, LLC | 1.94% | New | 66,867 | $3.8M |
| Commerce Bank | 0.02% | Reduce -2.3% | 66,829 | $3.8M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +22.8% | 66,169 | $3.8M |
| Tudor Investment Corporation | 0.04% | Reduce -29.4% | 65,078 | $3.7M |
| Candriam S.C.A. | 0.02% | Add +14.5% | 64,848 | $3.7M |
| Ostrum Asset Management | 0.31% | Reduce -15.9% | 62,147 | $3.5M |
| Mariner, LLC | 0.01% | Reduce -1.1% | 62,141 | $3.5M |
| Schroder Investment Management Group | 0.00% | Add +62.8% | 61,726 | $3.5M |
| Guggenheim Capital LLC | 0.02% | Add +48.5% | 61,257 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 60,935 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +13.0% | 60,834 | $3.4M |
| Squarepoint Ops LLC | 0.01% | Add +53.7% | 60,481 | $3.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.2% | 58,877 | $3.3M |
| Kempner Capital Management Inc. | 1.76% | No change | 58,528 | $3.3M |
| LBP Am SA | 0.14% | Add +120.0% | 58,291 | $3.3M |
| Utah Retirement Systems | 0.04% | Reduce -4.0% | 57,831 | $3.3M |
| FIL Ltd | 0.00% | Add +7.3% | 57,771 | $3.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +13.4% | 55,727 | $3.2M |
| Glenmede Trust Co. NA | 0.02% | Add +22.5% | 55,419 | $3.1M |
| Verition Fund Management LLC | 0.03% | Reduce -88.0% | 55,404 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Add +2.0% | 54,982 | $3.1M |
| Agf Management Ltd. | 0.02% | Add +67.6% | 54,330 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.3% | 53,820 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.4% | 53,374 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | New | 53,122 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 51,888 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +9.1% | 51,727 | $2.9M |
| Two Sigma Investments, LP | 0.01% | New | 50,840 | $2.9M |
| SG Americas Securities, LLC | 0.02% | Reduce -53.4% | 50,162 | $2.8M |
| John G Ullman & Associates Inc. | 0.43% | Add +71.6% | 50,075 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.8% | 49,470 | $2.8M |
| Ossiam | 0.05% | Reduce -17.7% | 48,575 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +4.8% | 48,228 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -19.1% | 47,564 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.4% | 47,237 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -6.8% | 46,119 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +7.7% | 45,467 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Add +29.3% | 45,266 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.0% | 44,421 | $2.5M |
| Frank, Rimerman Advisors LLC | 0.17% | New | 43,267 | $2.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.4% | 43,230 | $2.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.7% | 42,866 | $2.4M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -18.0% | 42,501 | $2.4M |
| Mondrian Investment Partners LTD | 0.04% | Add +10.6% | 35,654 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -4.7% | 39,820 | $2.3M |
| Balyasny Asset Management L.P. | 0.01% | New | 39,647 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.6% | 38,126 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -24.4% | 38,636 | $2.2M |
| XTX Topco Ltd | 0.19% | Add +243.2% | 38,410 | $2.2M |
| Burney Co./ | 0.08% | Add +15.2% | 38,376 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.1% | 38,304 | $2.2M |
| Resources Management Corp. /CT/ | 0.32% | No change | 38,234 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -4.9% | 38,206 | $2.2M |
| Intech Investment Management LLC | 0.03% | Add +3.6% | 37,972 | $2.2M |
| &partners | 0.09% | New | 37,445 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +15.7% | 37,228 | $2.1M |
| Moors & Cabot, Inc. | 0.11% | Reduce -20.8% | 36,636 | $2.1M |
| Bank of Nova Scotia | 0.00% | Reduce -20.0% | 36,551 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 36,166 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -95.2% | 35,751 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +11.0% | 35,657 | $2.0M |
| BTG Pactual Asset Management US LLC | 0.50% | — | 34,864 | $2.0M |
| Neville Rodie & Shaw Inc. | 0.15% | Reduce -2.6% | 34,839 | $2.0M |
| Redwood Investment Management, LLC | 0.17% | Reduce -2.9% | 34,465 | $2.0M |
| Gsa Capital Partners LLP | 0.14% | New | 34,191 | $1.9M |
| Somerset Trust Co | 0.79% | Add +2.0% | 33,817 | $1.9M |
| Scientech Research LLC | 0.39% | Add +216.1% | 33,617 | $1.9M |
| Axq Capital, LP | 0.44% | Add +871.6% | 33,036 | $1.9M |
| Praxis Investment Management Inc. | 0.13% | Add +30.6% | 30,300 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +9.2% | 32,310 | $1.8M |
| Blair William & Co. | 0.01% | Reduce -3.2% | 31,853 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -0.7% | 31,851 | $1.8M |
| M&T Bank Corp | 0.01% | Add +14.0% | 31,770 | $1.8M |
| Siemens Fonds Invest GmbH | 0.13% | No change | 31,527 | $1.8M |
| Commerzbank Aktiengesellschaft | 0.06% | Add +86.5% | 31,214 | $1.8M |
| Quantbot Technologies LP | 0.08% | Reduce -23.4% | 30,938 | $1.8M |
| Kintegral Advisory, LLC | 0.17% | Add +13.6% | 30,851 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +56.1% | 30,713 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +1.3% | 30,215 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +17.8% | 29,965 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -0.4% | 29,966 | $1.7M |
| Northcape Wealth Management, LLC | 0.61% | Add +0.8% | 29,951 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Add +611.9% | 29,900 | $1.7M |
| Banque Cantonale Vaudoise | 0.07% | Reduce -47.9% | 29,608 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.5% | 29,545 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +9.7% | 26,825 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 28,849 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.8% | 27,671 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -0.8% | 27,387 | $1.6M |
| Jump Financial, LLC | 0.03% | Reduce -6.8% | 27,302 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | New | 27,161 | $1.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 27,000 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.6% | 26,587 | $1.5M |
| Kentucky Retirement Systems | 0.04% | Add +0.1% | 26,545 | $1.5M |
| Fox Run Management, L.L.C. | 0.28% | New | 26,032 | $1.5M |
| Fifth Third Bancorp | 0.01% | Reduce -1.0% | 25,859 | $1.5M |
| Essex Financial Services, Inc. | 0.11% | Add +13.5% | 22,083 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -17.5% | 25,176 | $1.4M |
| Ieq Capital, LLC | 0.02% | Add +18.5% | 25,059 | $1.4M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 25,000 | $1.4M |
| MBB Public Markets I LLC | 0.03% | New | 24,900 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +4.8% | 24,800 | $1.4M |
| Allianz SE | 0.04% | No change | 24,584 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.5% | 24,231 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -66.3% | 23,841 | $1.4M |
| Heritage Trust Co | 0.18% | Add +64.9% | 23,438 | $1.3M |
| Metis Global Partners, LLC | 0.05% | Add +1.8% | 23,232 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Add +6.2% | 22,971 | $1.3M |
| South Dakota Investment Council | 0.03% | Add +397.1% | 22,866 | $1.3M |
| First PREMIER Bank | 0.34% | Reduce -7.1% | 22,585 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -0.3% | 22,440 | $1.3M |
| St Germain D J Co. Inc. | 0.06% | Reduce -6.1% | 22,255 | $1.3M |
| Quantinno Capital Management LP | 0.02% | Add +31.3% | 21,946 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +23.2% | 21,934 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.8% | 21,747 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +36.6% | 21,669 | $1.2M |
| Legacy Wealth Management, LLC / MS | 0.52% | Reduce -15.9% | 21,665 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +78.7% | 21,554 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.10% | New | 21,512 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -1.6% | 21,312 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +5.1% | 21,269 | $1.2M |
| Penobscot Investment Management Company, Inc. | 0.11% | Reduce -5.7% | 20,810 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 20,703 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.2% | 20,431 | $1.2M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.2% | 20,124 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +123.6% | 20,046 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +29.2% | 20,042 | $1.1M |
| JB Capital LLC | 0.07% | Reduce -7.3% | 19,959 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.0% | 19,900 | $1.1M |
| Ascent Group, LLC | 0.09% | Reduce -23.4% | 19,871 | $1.1M |
| Great Oak Capital Partners, LLC | 0.42% | New | 17,277 | $1.1M |
| Profund Advisors LLC | 0.04% | Add +49.2% | 19,450 | $1.1M |
| Bahl & Gaynor LLC | 0.01% | Reduce -18.4% | 19,367 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.5% | 19,114 | $1.1M |
| Pensionfund Sabic | 0.32% | No change | 19,000 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.5% | 18,974 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.10% | No change | 18,869 | $1.1M |
| PEAK6 Investments LLC | 0.05% | Reduce -54.2% | 18,631 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -19.9% | 18,600 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -15.4% | 18,351 | $1.0M |
| Polianta Ltd | 0.52% | New | 18,300 | $1.0M |
| Icon Advisers Inc. | 0.24% | No change | 18,000 | $1.0M |
| Principle Wealth Partners LLC | 0.08% | Reduce -3.7% | 17,787 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +122.0% | 17,635 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,616 | $999K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.3% | 17,378 | $986K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -30.8% | 17,310 | $982K |
| Caprock Group, LLC | 0.04% | Reduce -4.7% | 17,271 | $979K |
| Sanctuary Advisors, LLC | 0.01% | — | 16,155 | $961K |
| Camelot Portfolios, LLC | 0.54% | No change | 16,854 | $956K |
| PFG Investments, LLC | 0.07% | Reduce -9.7% | 16,786 | $952K |
| EP Wealth Advisors, LLC | 0.01% | New | 16,487 | $935K |
| DC Investments Management, LLC | 0.79% | No change | 16,472 | $934K |
| Park Avenue Securities LLC | 0.01% | Reduce -8.4% | 16,309 | $925K |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -17.9% | 16,236 | $921K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.6% | 15,838 | $908K |
| MML Investors Services, LLC | 0.00% | Add +17.2% | 15,366 | $871K |
| Rakuten Investment Management, Inc. | 0.01% | Add +59.3% | 14,963 | $856K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -29.3% | 14,781 | $838K |
| Vestcor Inc | 0.03% | Reduce -60.7% | 14,143 | $802K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -46.8% | 14,132 | $801K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.6% | 14,088 | $799K |
| Union Savings Bank | 0.41% | No change | 13,878 | $787K |
| Presima Securities ULC | 0.17% | Add +0.7% | 13,830 | $784K |
| Rockland Trust Co. | 0.04% | Add +1.6% | 13,777 | $781K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -51.0% | 13,589 | $771K |
| Savant Capital, LLC | 0.01% | Add +139.7% | 13,519 | $767K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.8% | 13,506 | $766K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.6% | 13,389 | $759K |
| Trivium Point Advisory, LLC | 0.11% | Reduce -5.3% | 13,160 | $746K |
| Tidal Investments LLC | 0.01% | Reduce -3.3% | 13,160 | $746K |
| Norinchukin Bank, The | 0.02% | Add +1.8% | 13,106 | $743K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 12,119 | $740K |
| Atria Investments, Inc | 0.01% | New | 12,929 | $733K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -51.3% | 12,681 | $720K |
| Armstrong Advisory Group, Inc. | 0.06% | Reduce -8.3% | 12,658 | $718K |
| NEOS Investment Management LLC | 0.03% | Add +46.1% | 12,616 | $715K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.8% | 12,609 | $715K |
| Seven Eight Capital, LP | 0.07% | Add +226.8% | 12,530 | $711K |
| Financial Counselors Inc. | 0.01% | Reduce -11.1% | 12,369 | $701K |
| McDonald Partners LLC | 0.19% | Add +4.0% | 12,221 | $693K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 12,143 | $689K |
| Fisher Asset Management | 0.00% | Reduce -0.0% | 12,074 | $685K |
| Empirical Finance, LLC | 0.04% | Reduce -6.2% | 11,772 | $668K |
| Signaturefd, LLC | 0.01% | Reduce -0.6% | 11,724 | $665K |
| Acadian Asset Management LLC | 0.00% | Add +1585.1% | 11,728 | $663K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.2% | 11,624 | $660K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 11,419 | $648K |
| AIA Group Ltd | 0.02% | Add +3.1% | 11,398 | $646K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -1.4% | 11,362 | $644K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +1.1% | 11,211 | $636K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -4.9% | 11,167 | $633K |
| United Services Automobile Association | 0.02% | Reduce -6.0% | 11,111 | $630K |
| HB Wealth Management, LLC | 0.01% | Add +7.2% | 11,101 | $630K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 11,072 | $628K |
| Sowa Financial Group, Inc. | 0.47% | Reduce -10.9% | 11,063 | $627K |
| Centerpoint Advisors, LLC | 0.22% | No change | 10,983 | $623K |
| Wilkins Investment Counsel Inc. | 0.09% | No change | 10,952 | $621K |
| Huber Capital Management LLC | 0.14% | Reduce -3.5% | 10,919 | $619K |
| Greenland Capital Management LP | 0.13% | New | 10,880 | $617K |
| My Legacy Advisors, LLC | 0.20% | Add +1.5% | 10,867 | $616K |
| NorthRock Partners, LLC | 0.02% | Reduce -10.0% | 10,826 | $614K |
| Heritage Financial Services, LLC | 0.09% | Reduce -6.5% | 10,761 | $610K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -4.4% | 10,671 | $605K |
| Miller Howard Investments Inc. | 0.02% | Reduce -0.5% | 10,543 | $598K |
| Lockheed Martin Investment Management Co. | 0.03% | Reduce -40.8% | 10,300 | $584K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.9% | 10,095 | $572K |
| Amica Mutual Insurance Co. | 0.06% | No change | 9,930 | $563K |
| Regions Financial Corp. | 0.00% | Reduce -13.6% | 9,912 | $562K |
| Walleye Trading LLC | 0.01% | New | 9,820 | $557K |
| Claro Advisors Inc. | 0.09% | Reduce -2.7% | 9,778 | $555K |
| Baker Ellis Asset Management LLC | 0.08% | Reduce -12.0% | 9,769 | $554K |
| Spirit of America Management Corp. | 0.11% | Add +16.3% | 9,650 | $547K |
| Keybank National Association | 0.00% | Add +6.6% | 9,621 | $546K |
| NorthCoast Asset Management LLC | 0.00% | New | 9,594 | $544K |
| Modern Wealth Management, LLC | 0.04% | Add +1.4% | 9,529 | $540K |
| Finivi Inc. | 0.44% | Add +0.1% | 9,451 | $536K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +586.9% | 9,404 | $533K |
| New England Capital Financial Advisors LLC | 0.30% | Add +6.8% | 9,380 | $532K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.0% | 9,362 | $531K |
| AlphaQuest LLC | 0.07% | Add +92980.0% | 9,308 | $528K |
| Mystic Asset Management, Inc. | 0.21% | Add +5.7% | 9,275 | $526K |
| Chatham Capital Group, Inc. | 0.09% | No change | 9,188 | $521K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -9.7% | 9,147 | $519K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -2.5% | 9,131 | $518K |
| Aigen Investment Management, LP | 0.10% | Reduce -19.8% | 9,084 | $515K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -19.6% | 9,000 | $510K |
| QRG Capital Management, Inc. | 0.01% | Reduce -26.6% | 8,905 | $505K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,876 | $503K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.9% | 8,863 | $503K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 8,858 | $502K |
| V-Square Quantitative Management LLC | 0.08% | Reduce -5.8% | 8,828 | $501K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.2% | 8,820 | $500K |
| Finer Wealth Management, Inc. | 0.32% | Reduce -15.7% | 8,712 | $494K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 8,709 | $494K |
| First Trust Direct Indexing L.P. | 0.03% | Add +25.2% | 8,706 | $494K |
| Sound Income Strategies, LLC | 0.03% | Add +96.3% | 8,705 | $494K |
| Fiduciary Trust Co | 0.01% | Reduce -2.6% | 8,697 | $493K |
| nVerses Capital, LLC | 0.29% | New | 8,500 | $482K |
| First Hawaiian Bank | 0.02% | Add +0.4% | 8,371 | $475K |
| Welch & Forbes LLC | 0.01% | Reduce -11.4% | 8,253 | $473K |
| Groupama Asset Managment | 0.01% | Reduce -50.9% | 8,322 | $472K |
| Graham Capital Management, L.P. | 0.03% | New | 8,260 | $468K |
| Greenleaf Trust | 0.00% | Add +1.7% | 8,191 | $465K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.5% | 8,167 | $463K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.3% | 8,095 | $459K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -4.1% | 7,938 | $450K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.4% | 7,931 | $450K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -51.4% | 7,884 | $447K |
| Sachetta, LLC | 0.19% | Reduce -2.5% | 6,757 | $446K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.4% | 7,790 | $442K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -20.4% | 7,790 | $442K |
| Investment Management Corp of Ontario | 0.01% | Add +37.1% | 7,763 | $440K |
| Machina Capital S.A.S. | 0.20% | Reduce -8.7% | 7,737 | $439K |
| Hills Bank & Trust Co | 0.04% | No change | 7,717 | $438K |
| Brown Advisory Inc. | 0.00% | Reduce -15.8% | 7,648 | $434K |
| Csenge Advisory Group | 0.02% | Reduce -9.4% | 7,627 | $433K |
| Whittier Trust Co. | 0.01% | Reduce -1.4% | 7,586 | $430K |
| Daymark Wealth Partners, LLC | 0.02% | Add +4.9% | 7,569 | $429K |
| Valley Brook Capital Group, Inc. | 0.33% | No change | 7,528 | $427K |
| Nomura Holdings Inc. | 0.00% | New | 7,475 | $424K |
| W.H. Cornerstone Investments Inc. | 0.29% | Reduce -12.2% | 7,296 | $414K |
| Seeds Investor LLC | 0.21% | Add +34.8% | 7,247 | $411K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +31.7% | 7,154 | $406K |
| Beacon Bank & Trust | 0.10% | Reduce -2.6% | 7,008 | $397K |
| Paloma Partners Management Co | 0.04% | Add +6.9% | 6,830 | $387K |
| Compound Planning, Inc. | 0.03% | Add +5.5% | 6,793 | $385K |
| Teacher Retirement System of Texas | 0.00% | Reduce -23.5% | 6,796 | $385K |
| SC&H Financial Advisors, Inc. | 0.09% | Reduce -23.3% | 6,769 | $384K |
| Prosperity Wealth Management, Inc. | 0.19% | Add +1.4% | 6,763 | $384K |
| Meeder Advisory Services, Inc. | 0.03% | Add +12.7% | 6,728 | $382K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.6% | 6,709 | $380K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.3% | 6,656 | $377K |
| Simplex Trading, LLC | 0.01% | Add +17.1% | 6,596 | $374K |
| Schnieders Capital Management LLC | 0.08% | New | 6,562 | $372K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 6,433 | $365K |
| Wealthspire Advisors, LLC | 0.00% | Add +13.9% | 6,392 | $362K |
| Bard Financial Services, Inc. | 0.04% | Reduce -7.4% | 6,296 | $357K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -5.9% | 6,270 | $356K |
| Wolverine Trading, LLC | 0.01% | Add +10.2% | 6,254 | $355K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -21.8% | 6,233 | $353K |
| Savior LLC | 1.81% | No change | 6,150 | $349K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -5.8% | 6,135 | $348K |
| Pearl River Capital, LLC | 0.05% | New | 6,044 | $343K |
| Bollard Group LLC | 0.01% | Add +567.6% | 6,015 | $341K |
| Brown Brothers Harriman & Co. | 0.00% | Add +397.6% | 5,981 | $339K |
| Welch Group, LLC | 0.02% | New | 5,936 | $337K |
| KCM Investment Advisors LLC | 0.01% | Reduce -0.6% | 5,923 | $336K |
| Petrus Trust Company, LTA | 0.03% | New | 5,875 | $333K |
| GAMMA Investing LLC | 0.05% | Add +237.7% | 5,869 | $333K |
| Prossimo Advisors, LLC | 0.30% | Add +5.4% | 5,819 | $330K |
| HBK Sorce Advisory LLC | 0.01% | Add +7.6% | 5,819 | $330K |
| Quadcap Wealth Management, LLC | 0.06% | Add +1.4% | 5,762 | $327K |
| Midwest Professional Planners, LTD. | 0.11% | Reduce -0.2% | 5,719 | $324K |
| Huntington National Bank | 0.00% | Add +42.9% | 5,719 | $324K |
| Blue Fin Capital, Inc. | 0.06% | Reduce -10.3% | 5,681 | $322K |
| Jmac Enterprises LLC | 0.06% | Reduce -11.1% | 5,600 | $318K |
| Choreo, LLC | 0.01% | New | 5,612 | $317K |
| Eastern Bank | 0.01% | Reduce -2.0% | 5,584 | $317K |
| Bensler, LLC | 0.04% | New | 5,568 | $316K |
| Kesler, Norman & Wride, LLC | 0.07% | Reduce -13.7% | 5,532 | $314K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +45.2% | 5,496 | $312K |
| Independent Advisor Alliance | 0.01% | Add +4.1% | 5,446 | $309K |
| Spire Wealth Management | 0.01% | Reduce -7.8% | 5,442 | $309K |
| Alpha Family Trust | 0.18% | No change | 5,440 | $309K |
| American State Bank (Iowa) | 0.20% | No change | 5,436 | $308K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -2.0% | 4,663 | $308K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.9% | 5,426 | $308K |
| Barry Investment Advisors, LLC | 0.10% | Add +0.0% | 5,409 | $307K |
| Lake Street Advisors Group, LLC | 0.01% | Add +4.2% | 5,401 | $306K |
| LVW Advisors, LLC | 0.05% | Reduce -33.0% | 5,398 | $306K |
| Empowered Funds, LLC | 0.01% | Reduce -76.1% | 5,324 | $302K |
| Consilium Wealth Advisory, LLC | 0.16% | New | 5,272 | $299K |
| Wedbush Securities Inc. | 0.01% | Add +0.8% | 5,254 | $298K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.6% | 5,249 | $298K |
| Glenview Trust Co | 0.01% | Reduce -1.1% | 5,247 | $298K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -11.5% | 5,201 | $295K |
| Simplicity Wealth,LLC | 0.01% | Reduce -9.7% | 5,197 | $295K |
| Oxler Private Wealth LLC | 0.11% | Add +1.3% | 5,170 | $293K |
| Belpointe Asset Management LLC | 0.02% | Add +0.1% | 5,143 | $292K |
| Magnetar Financial LLC | 0.01% | New | 5,136 | $291K |
| Quadrant Capital Group LLC | 0.02% | Reduce -6.1% | 5,106 | $290K |
| Empire Financial Management Company, LLC | 0.09% | No change | 5,057 | $287K |
| Horizon Investments, LLC | 0.01% | Add +2.0% | 5,053 | $287K |
| Wells Trecaso Financial Group, LLC | 0.10% | Reduce -2.9% | 5,022 | $285K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +2.4% | 4,983 | $283K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.4% | 4,978 | $282K |
| Stablepoint Partners, LLC | 0.05% | Reduce -2.1% | 4,324 | $281K |
| Spinnaker Trust | 0.02% | Reduce -0.3% | 4,915 | $279K |
| Headlands Technologies LLC | 0.03% | Add +270.6% | 4,837 | $274K |
| S. R. Schill & Associates | 0.12% | No change | 4,815 | $273K |
| Bar Harbor Wealth Management | 0.02% | Add +4.1% | 4,780 | $271K |
| Clarius Group, LLC | 0.02% | Reduce -4.8% | 4,765 | $270K |
| Bessemer Group Inc. | 0.00% | Add +24.9% | 4,766 | $270K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +1.6% | 4,729 | $268K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -20.1% | 4,706 | $267K |
| Destination Wealth Management | 0.01% | Reduce -3.7% | 4,679 | $265K |
| SageView Advisory Group, LLC | 0.02% | Reduce -38.0% | 4,664 | $264K |
| SpiderRock Advisors, LLC | 0.01% | Add +3.1% | 4,614 | $262K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -13.2% | 4,610 | $261K |
| Flputnam Investment Management Co. | 0.00% | Reduce -49.0% | 4,606 | $261K |
| Catalyst Funds Management Pty Ltd | 0.07% | New | 4,600 | $261K |
| FineMark National Bank & Trust | 0.01% | Reduce -30.4% | 4,572 | $259K |
| Shore Point Advisors, LLC | 0.15% | No change | 4,542 | $258K |
| Trueblood Wealth Management, LLC | 0.14% | Add +0.1% | 4,491 | $255K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -25.3% | 4,474 | $254K |
| IHT Wealth Management, LLC | 0.01% | Add +8.0% | 4,435 | $251K |
| Grace & White Inc. | 0.05% | No change | 4,418 | $251K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | — | 4,409 | $250K |
| Thomasville National Bank | 0.02% | Reduce -2.9% | 4,406 | $250K |
| Intrua Financial, LLC | 0.04% | New | 4,398 | $249K |
| Dynasty Wealth Management, LLC | 0.01% | Add +6.0% | 4,378 | $248K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.3% | 4,375 | $248K |
| Oak Thistle LLC | 0.18% | Reduce -33.8% | 4,373 | $248K |
| Cullinan Associates Inc. | 0.01% | No change | 4,357 | $247K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,252 | $241K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,250 | $241K |
| Abel Hall, LLC | 0.17% | New | 4,249 | $241K |
| Moneco Advisors, LLC | 0.04% | Add +1.6% | 4,240 | $240K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.0% | 4,222 | $240K |
| Summit Trail Advisors, LLC | 0.01% | Add +19.6% | 4,206 | $239K |
| Ballentine Partners, LLC | 0.00% | Reduce -5.4% | 4,176 | $237K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.6% | 4,167 | $236K |
| Waddell & Associates, LLC | 0.03% | Reduce -0.5% | 4,130 | $234K |
| MQS Management LLC | 0.14% | New | 4,128 | $234K |
| Cozad Asset Management Inc. | 0.02% | Add +18.9% | 4,081 | $231K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.5% | 4,078 | $231K |
| Vinva Investment Management Ltd | 0.01% | New | 4,035 | $231K |
| Vident Advisory, LLC | 0.01% | New | 4,028 | $228K |
| Strategy Asset Managers LLC | 0.05% | New | 3,217 | $228K |
| RFG Advisory, LLC | 0.01% | Reduce -9.7% | 3,955 | $224K |
| Melfa Wealth Management, Inc. | 0.16% | Add +0.4% | 3,941 | $223K |
| Pitcairn Co. | 0.01% | New | 3,930 | $223K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 3,919 | $222K |
| Sterling Investment Counsel, LLC | 0.09% | Reduce -10.5% | 3,910 | $222K |
| Trust Co. of Vermont | 0.01% | Reduce -12.9% | 3,898 | $221K |
| Fortis Group Advisors, LLC | 0.04% | No change | 3,891 | $221K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.3% | 3,719 | $220K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -22.1% | 3,850 | $218K |
| Cable Hill Partners, LLC | 0.02% | New | 3,839 | $218K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -10.8% | 3,803 | $216K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -13.5% | 3,803 | $216K |
| Parallel Advisors, LLC | 0.01% | Add +0.9% | 3,799 | $215K |
| Old North State Wealth Management, LLC | 0.14% | New | 3,771 | $214K |
| Graypoint LLC | 0.01% | Add +6.5% | 3,740 | $212K |
| Continuum Advisory, LLC | 0.03% | Add +0.7% | 3,730 | $212K |
| Hamilton Capital, LLC | 0.02% | Reduce -0.4% | 3,728 | $211K |
| Tranquilli Financial Advisor LLC | 0.14% | No change | 3,716 | $210K |
| Cigna Investments Inc. | 0.04% | No change | 3,658 | $207K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,649 | $207K |
| Kraematon Investment Advisors, Inc. | 0.21% | Reduce -2.5% | 3,649 | $207K |
| Catalyst Financial Partners LLC | 0.05% | Add +3.0% | 3,625 | $206K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.3% | 3,590 | $204K |
| LGT Group Foundation | 0.00% | New | 3,585 | $203K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.2% | 3,554 | $202K |
| Virtu Financial LLC | 0.01% | Reduce -83.4% | 3,548 | $201K |
| CENTRAL TRUST Co | 0.00% | No change | 3,518 | $200K |
| Mather Group, Llc. | 0.00% | Add +21.8% | 3,276 | $196K |
| Sandy Spring Bank | 0.01% | Add +0.6% | 3,259 | $185K |
| Quarry LP | 0.08% | Add +203.7% | 3,204 | $182K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -82.4% | 3,178 | $180K |
| Virtus Advisers, LLC | 0.09% | Add +3.9% | 3,060 | $174K |
| Global Retirement Partners, LLC | 0.01% | Add +8.6% | 2,916 | $165K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.4% | 2,877 | $163K |
| Albion Financial Group | 0.01% | No change | 2,644 | $150K |
| Steph & Co. | 0.05% | Add +0.8% | 2,566 | $146K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.3% | 2,563 | $145K |
| SouthState Bank Corp | 0.01% | Reduce -14.5% | 2,441 | $138K |
| Jones Financial Companies LLLP | 0.00% | Add +156.9% | 2,407 | $136K |
| Richardson Financial Services Inc. | 0.09% | Reduce -8.5% | 2,320 | $132K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Add +289.9% | 2,316 | $131K |
| Cultivar Capital, Inc. | 0.11% | New | 2,310 | $131K |
| Lindbrook Capital, LLC | 0.01% | Add +8.2% | 2,257 | $128K |
| IFP Advisors, Inc | 0.01% | Add +7.7% | 2,243 | $127K |
| Private Trust Co. NA | 0.01% | Add +25.7% | 2,233 | $127K |
| Montag A & Associates Inc. | 0.01% | No change | 2,200 | $125K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,170 | $123K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,051 | $116K |
| Parkside Financial Bank & Trust | 0.02% | Add +27.0% | 1,938 | $110K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.7% | 1,871 | $106K |
| Y.D. More Investments Ltd | 0.01% | New | 1,871 | $106K |
| Tucker Asset Management LLC | 0.02% | Reduce -0.8% | 1,851 | $105K |
| CVA Family Office, LLC | 0.02% | Add +14.1% | 1,843 | $105K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,803 | $102K |
| Widmann Financial Services, Inc. | 0.08% | New | 1,770 | $100K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -10.6% | 1,746 | $99K |
| Capital Analysts, LLC | 0.00% | No change | 1,721 | $98K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,686 | $96K |
| Smithfield Trust Co | 0.01% | No change | 1,673 | $95K |
| HM Payson & Co. | 0.00% | Reduce -25.4% | 1,621 | $92K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.3% | 1,593 | $90K |
| CI Investments Inc. | 0.00% | Reduce -58.8% | 1,594 | $90K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -63.2% | 1,583 | $90K |
| First Foundation Advisors | 0.00% | New | 1,516 | $86K |
| PSI Advisors, LLC | 0.03% | Add +110.3% | 1,489 | $84K |
| ORG Partners LLC | 0.01% | New | 1,473 | $83K |
| Quent Capital, LLC | 0.01% | Add +2.2% | 1,418 | $80K |
| Tsfg, LLC | 0.02% | No change | 1,330 | $75K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -16.9% | 1,312 | $74K |
| AlphaMark Advisors, LLC | 0.03% | No change | 1,297 | $74K |
| Rothschild Investment LLC | 0.01% | Add +7.0% | 1,299 | $74K |
| Ransom Advisory, Ltd | 0.04% | Add +401.2% | 1,253 | $71K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -3.0% | 1,229 | $70K |
| LGT Financial Advisors LLC | 0.14% | Reduce -59.4% | 1,198 | $68K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -1.2% | 1,179 | $67K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.2% | 1,147 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.1% | 979 | $64K |
| Hexagon Capital Partners LLC | 0.01% | Add +57.7% | 1,110 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 1,106 | $63K |
| First Community Trust NA | 0.05% | No change | 1,080 | $61K |
| Blue Trust, Inc. | 0.00% | Add +41.0% | 998 | $60K |
| Emfo, LLC | 0.05% | No change | 1,049 | $59K |
| Webster Bank, N. A. | 0.01% | No change | 1,008 | $57K |
| Alta Advisers Ltd | 0.03% | No change | 1,000 | $57K |
| Motco | 0.00% | New | 1,000 | $57K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -3.8% | 990 | $56K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.5% | 988 | $56K |
| GoalVest Advisory LLC | 0.02% | Reduce -15.9% | 981 | $56K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | Reduce -55.3% | 971 | $55K |
| Principal Securities, Inc. | 0.00% | Reduce -7.9% | 950 | $54K |
| Bank of New Hampshire | 0.01% | No change | 884 | $50K |
| SWS Partners | 0.01% | New | 879 | $50K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 874 | $50K |
| Addison Advisors LLC | 0.02% | Add +27.4% | 860 | $49K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 850 | $48K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 850 | $48K |
| Gould Capital, LLC | 0.03% | No change | 800 | $45K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 787 | $45K |
| MV Capital Management, Inc. | 0.01% | Add +1.8% | 782 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $43K |
| Perkins Coie Trust Co | 0.01% | No change | 734 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 729 | $41K |
| EntryPoint Capital, LLC | 0.02% | Add +930.0% | 721 | $41K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 719 | $41K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 712 | $40K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | No change | 708 | $40K |
| Chesapeake Asset Management LLC | 0.04% | Reduce -29.0% | 700 | $40K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +3.6% | 688 | $39K |
| Smartleaf Asset Management LLC | 0.01% | Add +97.7% | 678 | $39K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -10.4% | 647 | $37K |
| Clearstead Advisors, LLC | 0.00% | Add +5200.0% | 636 | $36K |
| Caldwell Trust Co | 0.00% | Reduce -6.9% | 633 | $36K |
| Broadwater Capital Management LLC | 0.03% | No change | 620 | $35K |
| Bangor Savings Bank | 0.00% | No change | 604 | $34K |
| Manchester Capital Management LLC | 0.00% | Reduce -3.0% | 588 | $33K |
| DT Investment Partners, LLC | 0.00% | No change | 577 | $33K |
| Cromwell Holdings LLC | 0.02% | — | 575 | $33K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -2.6% | 561 | $32K |
| Salem Investment Counselors Inc. | 0.00% | No change | 545 | $31K |
| Bfsg, LLC | 0.00% | No change | 500 | $28K |
| Heritage Wealth Advisors | 0.00% | Add +25.0% | 500 | $28K |
| Sawyer & Company, Inc | 0.01% | No change | 500 | $28K |
| Coston, McIsaac & Partners | 0.01% | No change | 500 | $28K |
| Kelly Financial Services LLC | 0.01% | Add +1.9% | 489 | $28K |
| West Branch Capital LLC | 0.01% | No change | 478 | $27K |
| Rise Advisors, LLC | 0.01% | Add +2.4% | 470 | $27K |
| Piscataqua Savings Bank | 0.02% | No change | 450 | $26K |
| Lynx Investment Advisory | 0.02% | — | 448 | $25K |
| Benjamin Edwards Inc. | 0.00% | No change | 408 | $23K |
| Family Firm, Inc. | 0.01% | New | 399 | $23K |
| Valley National Advisers Inc. | 0.00% | Add +2.9% | 359 | $20K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -15.9% | 350 | $20K |
| Gleason Group, Inc. | 0.00% | Add +25.5% | 340 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 328 | $19K |
| Paladin Advisory Group, LLC | 0.01% | No change | 334 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.1% | 330 | $19K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 320 | $18K |
| UMB Bank, n.a. | 0.00% | Reduce -21.4% | 315 | $18K |
| Natixis | 0.00% | New | 303 | $17K |
| Hilltop National Bank | 0.01% | New | 300 | $17K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $17K |
| Colonial Trust Advisors | 0.00% | Reduce -12.5% | 293 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 293 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 287 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +97.2% | 282 | $16K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +0.8% | 268 | $15K |
| Anchor Investment Management, LLC | 0.00% | Add +7.7% | 265 | $15K |
| Hall Laurie J Trustee | 0.01% | No change | 270 | $15K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -9.0% | 262 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -51.1% | 255 | $14K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 252 | $14K |
| Assetmark, Inc. | 0.00% | Add +5.9% | 250 | $14K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 248 | $14K |
| Covestor Ltd | 0.01% | Reduce -7.0% | 254 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +12.3% | 237 | $13K |
| Atticus Wealth Management, LLC | 0.00% | No change | 227 | $13K |
| First Personal Financial Services | 0.00% | No change | 225 | $13K |
| WASHINGTON TRUST Co | 0.00% | Reduce -11.4% | 225 | $13K |
| Godsey & Gibb, Inc. | 0.00% | New | 219 | $12K |
| Larson Financial Group LLC | 0.00% | Add +800.0% | 216 | $12K |
| Private Wealth Management Group, LLC | 0.01% | Add +17.0% | 213 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 210 | $12K |
| Pingora Partners LLC | 0.01% | Add +51.9% | 205 | $12K |
| Investors Research Corp | 0.00% | No change | 199 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 199 | $11K |
| Castleview Partners, LLC | 0.01% | Add +130.6% | 196 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 191 | $11K |
| Arax Advisory Partners | 0.00% | Add +34.0% | 189 | $11K |
| City State Bank | 0.00% | No change | 187 | $11K |
| Red Tortoise LLC | 0.01% | No change | 181 | $10K |
| LRI Investments, LLC | 0.00% | No change | 180 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.3% | 177 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 175 | $10K |
| MCF Advisors LLC | 0.00% | No change | 174 | $10K |
| Colonial Trust Co / SC | 0.00% | Reduce -3.5% | 166 | $9K |
| Pineridge Advisors LLC | 0.00% | No change | 161 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +5.0% | 148 | $8K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -1.4% | 144 | $8K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 135 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 134 | $8K |
| Aspire Private Capital, LLC | 0.00% | Reduce -26.4% | 134 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 131 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -15.5% | 131 | $7K |
| Hartford Financial Management Inc. | 0.00% | No change | 130 | $7K |
| Avior Wealth Management, LLC | 0.00% | Reduce -47.3% | 127 | $7K |
| 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 |
| Harbor Investment Advisory, LLC | 0.00% | Add +2.6% | 118 | $7K |
| SWAN Capital LLC | 0.00% | New | 117 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +2.8% | 112 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +54.4% | 105 | $6K |
| Abound Wealth Management | 0.00% | No change | 103 | $6K |
| WealthCollab, LLC | 0.00% | No change | 100 | $6K |
| NFSG Corp | 0.00% | No change | 100 | $6K |
| Kimelman & Baird, LLC | 0.00% | — | 98 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +38.5% | 90 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 83 | $5K |
| Unique Wealth Strategies, LLC | 0.00% | New | 83 | $5K |
| City Holding Co. | 0.00% | Reduce -81.9% | 81 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +295.0% | 79 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 78 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -45.4% | 77 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.1% | 75 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 75 | $4K |
| Tompkins Financial Corp. | 0.00% | No change | 75 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 71 | $4K |
| Fairway Wealth LLC | 0.00% | New | 70 | $4K |
| Solstein Capital, LLC | 0.00% | No change | 69 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 64 | $4K |
| McIlrath & Eck, LLC | 0.00% | Reduce -80.7% | 58 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 56 | $3K |
| Beacon Capital Management, LLC | 0.00% | Add +1.9% | 54 | $3K |
| Keener Financial Planning LLC | 0.00% | Reduce -44.6% | 62 | $3K |
| Baldwin Wealth Partners LLC | 0.00% | New | 50 | $3K |
| Centennial Bank | 0.00% | No change | 47 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 45 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 41 | $2K |
| Pacifica Partners Inc. | 0.00% | New | 40 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | New | 40 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 38 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +24.1% | 36 | $2K |
| Penserra Capital Management LLC | 0.00% | Add +11.1% | 30 | $2K |
| Ridgewood Investments LLC | 0.00% | New | 34 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 33 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 31 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 31 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 27 | $2K |
| Eagle Bay Advisors LLC | 0.00% | Add +1150.0% | 25 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| USA Financial Formulas | 0.00% | No change | 25 | $1K |
| TD Capital Management LLC | 0.00% | No change | 25 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +31.3% | 21 | $1K |
| Friedenthal Financial | 0.00% | No change | 21 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 20 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +17.6% | 20 | $1K |
| TFC Financial Management, Inc. | 0.00% | Add +35.7% | 19 | $1K |
| Main Street Group, LTD | 0.00% | Reduce -47.2% | 19 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 10 | $1K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -97.7% | 16 | $907 |
| Key Financial Inc | 0.00% | New | 13 | $737 |
| Country Trust Bank | 0.00% | No change | 13 | $737 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11 | $624 |
| Highline Wealth Partners LLC | 0.00% | No change | 10 | $567 |
| Transcendent Capital Group LLC | 0.00% | New | 9 | $510 |
| Planning Capital Management Corp | 0.00% | No change | 8 | $454 |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $454 |
| ClariVest Asset Management LLC | 0.00% | New | 7 | $400 |
| Fairman Group, LLC | 0.00% | No change | 7 | $397 |
| True Wealth Design, LLC | 0.00% | No change | 7 | $397 |
| Creekmur Asset Management LLC | 0.00% | New | 7 | $397 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 6 | $340 |
| Nvwm, LLC | 0.00% | No change | 5 | $284 |
| Scarborough Advisors, LLC | 0.00% | New | 5 | $284 |
| WestEnd Advisors, LLC | 0.00% | No change | 5 | $284 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $114 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -87.5% | 1 | $63 |
| Lazard Asset Management LLC | 0.00% | No change | 16 | $0 |
| Financial Management Professionals, Inc. | 0.00% | New | 8 | $0 |
| Avion Wealth | 0.00% | No change | 17 | $0 |
"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.