Eversource EnergyES
13F holders, Q3 2024 (September 30)869holders +53
111new positions
67sold out
8famous investors
$67.87avg. 13F price*
At the end of Q3 2024, 869 institutions reported holding Eversource Energy (ES) in their 13F filings, up 53 from Q2 2024. 111 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.7B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Eversource Energy
- Sector
- Utilities
- CUSIP
- 30040W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $1.0B |
| Exits | 67 | $127.7M |
All 13F filers, Q2 2024 → Q3 2024: 27,665,264 shares bought and 19,452,799 shares sold, net +8,212,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 869 holders
| Vanguard Group Inc. | 0.05% | Add +2.4% | 43,222,644 | $2.9B |
| BlackRock, Inc. | 0.05% | — | 38,081,568 | $2.6B |
| State Street Corp. | 0.07% | Add +1.7% | 25,539,895 | $1.7B |
| Wellington Management Group LLP | 0.14% | New | 11,885,124 | $808.8M |
| Charles Schwab Investment Management Inc. | 0.13% | Reduce -0.3% | 9,706,866 | $660.4M |
| Geode Capital Management, LLC | 0.05% | Add +3.1% | 9,040,171 | $613.2M |
| FMR LLC | 0.03% | Add +2.7% | 7,019,064 | $477.6M |
| Nuveen Asset Management, LLC | 0.11% | Add +30.7% | 5,878,257 | $400.0M |
| Magellan Asset Management Ltd | 3.78% | Add +5.3% | 5,583,963 | $380.0M |
| Legal & General Group Plc | 0.10% | Reduce -2.8% | 5,528,081 | $376.2M |
| Morgan Stanley | 0.03% | Add +11.9% | 5,337,646 | $363.2M |
| Goldman Sachs Group Inc. | 0.07% | Add +2.7% | 5,280,639 | $359.3M |
| Invesco Ltd. | 0.07% | Add +3.7% | 5,153,872 | $350.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +4.6% | 4,956,214 | $337.3M |
| American Century Companies Inc. | 0.19% | Add +1.7% | 4,682,701 | $318.7M |
| Amundi | 0.12% | Reduce -4.8% | 4,902,728 | $312.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.67% | Add +6.8% | 4,310,733 | $293.3M |
| Norges Bank | 0.03% | Add +5.0% | 3,440,281 | $234.1M |
| Public Sector Pension Investment Board | 1.24% | Add +0.1% | 3,387,881 | $230.5M |
| Northern Trust Corp. | 0.03% | Reduce -3.6% | 3,135,174 | $213.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -7.7% | 2,895,128 | $197.0M |
| Caisse de depot et placement du Quebec | 0.36% | Add +5.6% | 2,665,257 | $181.4M |
| Deutsche Bank AG | 0.07% | Reduce -8.0% | 2,530,424 | $172.2M |
| UBS Group AG | 0.05% | Add +13.0% | 2,488,853 | $169.4M |
| Royal Bank of Canada | 0.04% | Add +4.9% | 2,468,844 | $168.0M |
| Franklin Resources Inc. | 0.04% | Reduce -0.4% | 2,415,395 | $154.6M |
| HSBC Holdings PLC | 0.09% | Add +17.5% | 2,074,463 | $141.1M |
| Cohen & Steers, Inc. | 0.22% | Add +11.5% | 1,836,739 | $125.0M |
| Bank of America Corp. | 0.01% | Add +6.7% | 1,776,121 | $120.9M |
| ClearBridge Investments Ltd | 2.99% | Reduce -21.9% | 1,752,816 | $119.3M |
| California Public Employees Retirement System | 0.08% | Add +1.5% | 1,620,580 | $110.3M |
| M&G PLC | 0.61% | Reduce -11.1% | 1,445,892 | $98.3M |
| JPMorgan Chase & Co. | 0.01% | Add +1.0% | 1,418,109 | $96.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.3% | 1,406,434 | $95.7M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -4.9% | 1,300,789 | $88.5M |
| Nordea Investment Management AB | 0.09% | Reduce -74.3% | 1,225,319 | $83.3M |
| First Trust Advisors LP | 0.08% | Reduce -9.6% | 1,200,043 | $81.7M |
| Empower Advisory Group, LLC | 0.27% | Add +3.5% | 1,176,232 | $80.0M |
| Wells Fargo & Company | 0.02% | Reduce -14.8% | 1,169,845 | $79.6M |
| NFJ Investment Group, LLC | 2.27% | Reduce -11.0% | 1,142,384 | $77.7M |
| Barclays PLC | 0.03% | Add +15.9% | 1,095,966 | $74.6M |
| Macquarie Group Ltd. | 0.08% | Reduce -14.6% | 1,057,198 | $71.9M |
| Swiss National Bank | 0.05% | Add +1.0% | 1,045,533 | $71.1M |
| Boston Trust Walden Corp | 0.46% | Reduce -2.7% | 973,279 | $66.2M |
| Mackenzie Financial Corp. | 0.09% | Add +3107.0% | 947,520 | $64.5M |
| California State Teachers Retirement System | 0.07% | Add +8.6% | 896,366 | $61.0M |
| Russell Investments Group, Ltd. | 0.09% | Add +1.2% | 864,675 | $58.8M |
| Aventail Capital Group, LP | 3.40% | New | 849,380 | $57.8M |
| Gabelli Funds LLC | 0.42% | Reduce -1.1% | 838,750 | $57.1M |
| Duff & Phelps Investment Management Co. | 0.65% | Reduce -21.5% | 836,850 | $56.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +0.0% | 808,373 | $55.0M |
| Anchor Capital Advisors LLC | 1.40% | Reduce -1.6% | 772,269 | $52.6M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.3% | 768,997 | $52.3M |
| National Bank of Canada | 0.07% | Add +446.0% | 749,736 | $51.0M |
| Rhumbline Advisers | 0.05% | Add +1.5% | 738,986 | $50.3M |
| AQR Capital Management | 0.07% | Add +321.6% | 718,276 | $48.7M |
| Man Group plc | 0.14% | Add +47.4% | 714,644 | $48.6M |
| Aberdeen Group plc | 0.09% | Reduce -7.5% | 698,632 | $47.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.29% | Reduce -5.0% | 669,406 | $45.6M |
| Los Angeles Capital Management LLC | 0.18% | Reduce -32.2% | 660,486 | $44.9M |
| Canada Pension Plan Investment Board | 0.04% | No change | 646,334 | $44.0M |
| Old Republic International Corp. | 1.64% | No change | 644,183 | $43.8M |
| New York State Common Retirement Fund | 0.06% | Reduce -13.7% | 638,460 | $43.4M |
| Ensign Peak Advisors, Inc | 0.08% | Add +5.8% | 631,451 | $43.0M |
| Invenomic Capital Management LP | 2.35% | Reduce -35.7% | 626,648 | $42.6M |
| Bank of Montreal | 0.02% | Add +5.2% | 625,162 | $42.2M |
| Millennium Management | 0.04% | Reduce -53.1% | 613,040 | $41.7M |
| Aviva PLC | 0.11% | Add +2.3% | 605,901 | $41.2M |
| BNP Paribas Financial Markets | 0.04% | Reduce -33.7% | 598,103 | $40.7M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +2.1% | 584,173 | $39.8M |
| Baillie Gifford & Co. | 0.03% | Add +6.4% | 536,187 | $36.5M |
| Zimmer Partners, LP | 0.67% | Reduce -90.2% | 525,000 | $35.7M |
| National Pension Service | 0.03% | Add +5.5% | 524,479 | $35.7M |
| Swedbank AB | 0.05% | Add +2.2% | 524,379 | $35.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +2.6% | 501,669 | $34.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 489,258 | $33.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.8% | 487,109 | $33.1M |
| Retirement Systems of Alabama | 0.12% | Add +518.1% | 480,278 | $32.7M |
| Sei Investments Co. | 0.04% | Add +11.7% | 475,436 | $32.4M |
| Royal London Asset Management Ltd. | 0.08% | Reduce -40.7% | 468,452 | $31.9M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -23.6% | 445,903 | $30.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.2% | 442,822 | $30.1M |
| Twinbeech Capital LP | 0.57% | New | 437,607 | $29.8M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -4.2% | 430,373 | $29.3M |
| Principal Financial Group Inc. | 0.02% | Add +4.5% | 413,874 | $28.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +39.2% | 395,064 | $26.9M |
| RWC Asset Management LLP | 1.92% | Add +17.4% | 394,232 | $26.8M |
| TD Asset Management Inc | 0.02% | Reduce -10.2% | 375,287 | $25.3M |
| Clearbridge Investments, LLC | 0.02% | Reduce -8.6% | 364,367 | $24.8M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -4.1% | 360,065 | $24.5M |
| Alps Advisors Inc. | 0.16% | Reduce -5.4% | 354,545 | $24.1M |
| AMF Tjanstepension AB | 0.17% | No change | 339,631 | $23.1M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 336,834 | $22.9M |
| Renaissance Technologies | 0.03% | New | 332,412 | $22.6M |
| AXA S.A. | 0.07% | Reduce -17.8% | 326,306 | $22.2M |
| Maryland State Retirement & Pension System | 0.46% | Reduce -1.1% | 321,808 | $21.9M |
| KBC Group NV | 0.07% | Reduce -7.8% | 316,029 | $21.5M |
| Squarepoint Ops LLC | 0.07% | Add +414.0% | 310,850 | $21.2M |
| New York State Teachers Retirement System | 0.04% | Reduce -4.4% | 302,646 | $20.6M |
| Prudential Financial Inc. | 0.03% | Add +7.2% | 289,801 | $19.7M |
| Citigroup Inc. | 0.02% | Reduce -18.3% | 275,718 | $18.8M |
| Border to Coast Pensions Partnership Ltd | 0.38% | Add +4.5% | 270,834 | $18.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.8% | 265,150 | $18.0M |
| ZWJ Investment Counsel Inc. | 0.72% | Add +24.0% | 260,600 | $17.7M |
| State of Wisconsin Investment Board | 0.04% | Add +5.9% | 258,928 | $17.6M |
| Danske Bank A/S | 0.06% | Reduce -0.5% | 252,614 | $17.2M |
| Stifel Financial Corp. | 0.02% | Reduce -3.5% | 247,957 | $16.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +35.7% | 247,633 | $16.9M |
| LPL Financial LLC | 0.01% | Add +6.1% | 239,376 | $16.3M |
| Natixis | 0.10% | Add +78216.5% | 237,299 | $16.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 229,962 | $15.6M |
| Nomura Asset Management Co. Ltd. | 0.05% | Reduce -39.8% | 227,376 | $15.5M |
| Systematic Alpha Investments, LLC | 0.56% | No change | 226,152 | $15.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.56% | Reduce -5.6% | 217,515 | $14.8M |
| Korea Investment CORP | 0.03% | Add +191.8% | 215,390 | $14.7M |
| Swiss Life Asset Management Ltd | 0.17% | Reduce -6.9% | 214,223 | $14.6M |
| Easterly Investment Partners LLC | 1.13% | Add +14.3% | 206,383 | $14.0M |
| Abn Amro Investment Solutions | 0.24% | Add +3.3% | 205,563 | $14.0M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +0.5% | 193,317 | $13.2M |
| Toronto Dominion Bank | 0.02% | Add +42.5% | 191,808 | $13.1M |
| Tredje AP-fonden | 0.12% | No change | 188,298 | $12.8M |
| Boston Common Asset Management, LLC | 0.31% | Add +4.8% | 176,902 | $12.0M |
| Public Employees Retirement System of Ohio | 0.05% | Add +31.3% | 175,810 | $12.0M |
| Tudor Investment Corporation | 0.13% | Add +168.2% | 174,568 | $11.9M |
| Raymond James & Associates | 0.01% | Add +0.1% | 171,137 | $11.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +8.1% | 166,456 | $11.3M |
| Prudential PLC | 0.06% | Reduce -1.6% | 164,901 | $11.2M |
| CHURCHILL MANAGEMENT Corp | 0.13% | New | 161,648 | $11.0M |
| DNB Asset Management AS | 0.05% | Add +97.2% | 161,501 | $11.0M |
| IFM Investors Pty Ltd | 0.10% | Add +11.4% | 155,244 | $10.6M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.4% | 153,489 | $10.4M |
| Illinois Municipal Retirement Fund | 0.15% | No change | 152,683 | $10.4M |
| Engineers Gate Manager LP | 0.19% | New | 146,372 | $10.0M |
| U.S. Capital Wealth Advisors, LLC | 0.35% | Add +1.1% | 144,535 | $9.8M |
| Verition Fund Management LLC | 0.07% | Add +160.3% | 144,244 | $9.8M |
| Ethic Inc. | 0.25% | Add +9.4% | 163,070 | $9.7M |
| GAMCO Investors | 0.10% | Reduce -2.3% | 142,805 | $9.7M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -3.6% | 141,290 | $9.6M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -11.1% | 138,763 | $9.1M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -2.4% | 133,989 | $9.1M |
| Asset Management One Co., Ltd. | 0.03% | Add +4.3% | 133,407 | $9.1M |
| Natixis Advisors, LLC | 0.02% | Add +4.3% | 133,174 | $9.1M |
| Bank of Nova Scotia | 0.02% | Add +255.5% | 129,938 | $8.8M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 127,611 | $8.7M |
| Cerity Partners LLC | 0.02% | Add +32.9% | 127,326 | $8.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +6.7% | 126,964 | $8.6M |
| Allianz Asset Management GmbH | 0.01% | Add +14.8% | 121,714 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 121,530 | $8.3M |
| Victory Capital Management Inc. | 0.01% | Add +3.4% | 121,166 | $8.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.8% | 120,690 | $8.2M |
| Corebridge Financial, Inc. | 0.04% | Reduce -1.1% | 120,317 | $8.2M |
| SG Americas Securities, LLC | 0.03% | Add +127.7% | 114,201 | $7.8M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -3.8% | 112,211 | $7.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.5% | 110,739 | $7.5M |
| BTG Pactual Asset Management US LLC | 1.09% | Add +215.1% | 109,864 | $7.5M |
| Crestline Management, L.P. | 0.41% | Reduce -37.0% | 106,030 | $7.2M |
| State of Michigan Retirement System | 0.04% | Add +0.9% | 105,333 | $7.2M |
| Arizona State Retirement System | 0.04% | Add +5.1% | 100,920 | $6.9M |
| Van Eck Associates Corp. | 0.01% | Add +12.2% | 101,720 | $6.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +2.7% | 101,201 | $6.8M |
| Wealthfront Advisers LLC | 0.02% | Add +344.8% | 97,570 | $6.6M |
| Forsta Ap-Fonden | 0.05% | Add +1.5% | 94,600 | $6.4M |
| Storebrand Asset Management As | 0.02% | Add +9.2% | 94,466 | $6.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.2% | 94,087 | $6.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.2% | 92,816 | $6.3M |
| Magnetar Financial LLC | 0.16% | Add +1681.6% | 91,504 | $6.2M |
| Guggenheim Capital LLC | 0.04% | Add +49.3% | 91,442 | $6.2M |
| Edgestream Partners, L.P. | 0.27% | Add +11.8% | 90,534 | $6.2M |
| Riverview Capital Advisers, LLC | 1.90% | Add +3.4% | 90,484 | $6.2M |
| USS Investment Management Ltd | 0.05% | Add +7.7% | 90,382 | $6.2M |
| PATRIZIA Pty Ltd | 9.14% | No change | 90,359 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Add +72.8% | 87,836 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -33.2% | 87,645 | $6.0M |
| Credit Agricole S A | 0.03% | Add +6.1% | 86,769 | $5.9M |
| Westpac Banking Corp. | 0.39% | Add +13.2% | 86,248 | $5.9M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.7% | 86,199 | $5.9M |
| Creative Planning | 0.01% | Add +6.7% | 86,160 | $5.9M |
| Harvest Portfolios Group Inc. | 0.19% | Reduce -0.0% | 85,147 | $5.8M |
| Cetera Investment Advisers | 0.01% | Reduce -5.8% | 84,806 | $5.8M |
| Holocene Advisors, LP | 0.02% | Reduce -29.1% | 84,422 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.3% | 79,435 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 76,836 | $5.2M |
| ProShare Advisors LLC | 0.01% | Reduce -1.6% | 76,826 | $5.2M |
| APG Asset Management N.V. | 0.03% | Reduce -88.5% | 83,408 | $5.1M |
| Covalis Capital LLP | 0.75% | New | 73,912 | $5.0M |
| Slagle Financial, LLC | 2.21% | Add +9.2% | 73,019 | $5.0M |
| Czech National Bank | 0.05% | Add +8.5% | 72,803 | $5.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.0% | 72,495 | $4.9M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +18.6% | 72,125 | $4.9M |
| &partners | 0.09% | Add +88.6% | 70,636 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -24.3% | 70,477 | $4.8M |
| Amalgamated Bank | 0.04% | Reduce -2.1% | 69,900 | $4.8M |
| Ostrum Asset Management | 0.39% | Add +10.8% | 68,835 | $4.7M |
| Xponance LLC | 0.04% | Add +0.6% | 68,370 | $4.7M |
| Vaughan David Investments LLC | 0.11% | Reduce -3.5% | 68,277 | $4.6M |
| Comerica Bank | 0.02% | Reduce -6.0% | 67,985 | $4.6M |
| Morgan Dempsey Capital Management LLC | 1.55% | New | 66,332 | $4.5M |
| Candriam S.C.A. | 0.03% | Add +1.0% | 65,490 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -91.8% | 65,170 | $4.4M |
| Nisa Investment Advisors, LLC | 0.03% | Add +68.6% | 65,129 | $4.4M |
| Commerce Bank | 0.03% | Reduce -6.2% | 62,716 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 61,936 | $4.2M |
| FIL Ltd | 0.00% | Add +3.3% | 59,649 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 59,170 | $4.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.3% | 58,762 | $4.0M |
| Kempner Capital Management Inc. | 2.04% | No change | 58,528 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.0% | 58,101 | $4.0M |
| Utah Retirement Systems | 0.04% | Add +0.3% | 58,031 | $3.9M |
| Banque Cantonale Vaudoise | 0.16% | Add +94.0% | 57,425 | $3.9M |
| LBP Am SA | 0.06% | Reduce -1.7% | 57,285 | $3.9M |
| Schroder Investment Management Group | 0.00% | Reduce -7.2% | 57,262 | $3.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +32.2% | 56,651 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +15.8% | 55,849 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +0.0% | 55,731 | $3.8M |
| Plato Investment Management Ltd | 0.31% | Reduce -43.1% | 55,320 | $3.8M |
| AlphaQuest LLC | 0.33% | Add +483.5% | 54,308 | $3.7M |
| Marex Group Ltd | 0.08% | New | 53,900 | $3.7M |
| Panagora Asset Management Inc. | 0.02% | Reduce -34.6% | 53,656 | $3.7M |
| Soltis Investment Advisors LLC | 0.35% | New | 53,136 | $3.6M |
| New York Life Investment Management LLC | 0.03% | Reduce -4.5% | 52,497 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.0% | 52,292 | $3.6M |
| CIBC Asset Management Inc | 0.01% | Add +9.4% | 52,054 | $3.5M |
| Neuberger Berman Group LLC | 0.00% | Add +0.6% | 52,010 | $3.5M |
| Agf Management Ltd. | 0.02% | Reduce -6.1% | 51,031 | $3.5M |
| John G Ullman & Associates Inc. | 0.48% | Reduce -2.5% | 48,800 | $3.3M |
| Cibc World Markets Corp. | 0.02% | Add +6.6% | 48,242 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -20.7% | 48,302 | $3.3M |
| ING Groep NV | 0.02% | New | 47,797 | $3.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -0.4% | 47,034 | $3.2M |
| Gsa Capital Partners LLP | 0.24% | Add +34.4% | 45,960 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +0.7% | 45,798 | $3.1M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.03% | — | 45,659 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -31.0% | 45,659 | $3.1M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.8% | 49,839 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -2.2% | 45,124 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.3% | 44,636 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.9% | 44,000 | $3.0M |
| Aquatic Capital Management LLC | 0.08% | Reduce -35.0% | 43,500 | $3.0M |
| Burney Co./ | 0.10% | Add +10.8% | 42,528 | $2.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.05% | Reduce -80.9% | 42,011 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Add +8.4% | 41,514 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +7.8% | 41,180 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -26.8% | 40,595 | $2.8M |
| Intech Investment Management LLC | 0.03% | Add +6.0% | 40,268 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +9.8% | 39,164 | $2.7M |
| Resources Management Corp. /CT/ | 0.36% | Add +1.8% | 38,920 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.5% | 38,687 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -28.5% | 37,978 | $2.6M |
| Brevan Howard Capital Management LP | 0.13% | New | 37,668 | $2.6M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +4.8% | 37,477 | $2.6M |
| Cwm, LLC | 0.01% | Add +24.1% | 37,181 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -8.5% | 36,452 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 36,166 | $2.5M |
| Ieq Capital, LLC | 0.03% | Add +44.3% | 36,164 | $2.5M |
| Ossiam | 0.05% | Reduce -25.7% | 36,102 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +20.3% | 36,059 | $2.5M |
| Trexquant Investment LP | 0.03% | Reduce -65.9% | 35,831 | $2.4M |
| Moors & Cabot, Inc. | 0.12% | Reduce -2.3% | 35,799 | $2.4M |
| Mondrian Investment Partners LTD | 0.04% | Reduce -1.3% | 35,176 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.1% | 36,813 | $2.4M |
| Neville Rodie & Shaw Inc. | 0.17% | Reduce -1.6% | 34,289 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -19.4% | 34,268 | $2.3M |
| Somerset Trust Co | 0.86% | Reduce -0.4% | 33,675 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -89.8% | 32,998 | $2.2M |
| Quantinno Capital Management LP | 0.03% | Add +48.0% | 32,489 | $2.2M |
| Blair William & Co. | 0.01% | Add +0.2% | 31,906 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.22% | Add +46.9% | 31,605 | $2.2M |
| Siemens Fonds Invest GmbH | 0.17% | No change | 31,527 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Reduce -1.8% | 31,289 | $2.1M |
| UniSuper Management Pty Ltd | 0.02% | Add +1.6% | 31,201 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +1.4% | 30,625 | $2.1M |
| Kintegral Advisory, LLC | 0.19% | Reduce -1.3% | 30,453 | $2.1M |
| Northcape Wealth Management, LLC | 0.68% | Add +1.3% | 30,353 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +26.9% | 30,250 | $2.0M |
| Steel Grove Capital Advisors, LLC | 0.29% | New | 30,225 | $2.0M |
| St Germain D J Co. Inc. | 0.09% | Add +33.7% | 29,758 | $2.0M |
| Entropy Technologies, LP | 0.21% | New | 29,527 | $2.0M |
| Redwood Investment Management, LLC | 0.17% | Reduce -15.8% | 29,030 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -4.7% | 27,504 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | No change | 27,387 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +92.6% | 27,221 | $1.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 27,000 | $1.8M |
| South Dakota Investment Council | 0.04% | Add +17.5% | 26,866 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -15.4% | 26,867 | $1.8M |
| Argent Financial Group, Inc. | 0.21% | — | 26,601 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.1% | 26,557 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.2% | 26,504 | $1.8M |
| Walleye Capital LLC | 0.02% | New | 26,241 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +5.6% | 26,194 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +0.4% | 25,280 | $1.7M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 25,000 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -6.2% | 24,897 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -4.5% | 24,700 | $1.7M |
| Allianz SE | 0.05% | No change | 24,584 | $1.7M |
| Focus Partners Wealth | 0.01% | Reduce -95.7% | 23,390 | $1.7M |
| HRT Financial LP | 0.01% | New | 23,992 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.2% | 23,930 | $1.6M |
| Mizuho Securities USA LLC | 0.03% | Reduce -14.7% | 23,175 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +5.9% | 23,036 | $1.6M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 22,971 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 22,724 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -56.4% | 22,619 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -75.6% | 22,478 | $1.5M |
| Scientech Research LLC | 0.30% | Reduce -33.5% | 22,341 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.1% | 22,181 | $1.5M |
| Bard Financial Services, Inc. | 0.17% | Add +244.9% | 21,715 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 21,704 | $1.5M |
| Profund Advisors LLC | 0.06% | Add +10.8% | 21,559 | $1.5M |
| First PREMIER Bank | 0.36% | Reduce -4.8% | 21,512 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +39.5% | 21,435 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +0.1% | 21,327 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.2% | 21,317 | $1.5M |
| Simplex Trading, LLC | 0.05% | Add +223.1% | 21,311 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -2.5% | 21,015 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +61.8% | 20,913 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -22.4% | 20,826 | $1.4M |
| JB Capital LLC | 0.08% | Add +3.3% | 20,625 | $1.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +2.1% | 20,461 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Reduce -5.3% | 20,919 | $1.4M |
| Bollard Group LLC | 0.04% | Add +238.4% | 20,355 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +10.3% | 20,247 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.0% | 20,100 | $1.4M |
| Rakuten Investment Management, Inc. | 0.01% | Add +34.7% | 20,156 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +32.2% | 21,358 | $1.4M |
| Bayesian Capital Management, LP | 0.16% | New | 19,881 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -2.2% | 19,677 | $1.3M |
| Ascent Group, LLC | 0.10% | Reduce -2.2% | 19,433 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.2% | 19,363 | $1.3M |
| Legacy Wealth Management, LLC / MS | 0.48% | Reduce -11.2% | 19,230 | $1.3M |
| Edgemoor Investment Advisors, Inc. | 0.11% | No change | 18,869 | $1.3M |
| Caprock Group, LLC | 0.05% | Add +8.8% | 18,790 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.8% | 18,303 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.5% | 18,253 | $1.2M |
| Icon Advisers Inc. | 0.27% | No change | 18,000 | $1.2M |
| Camelot Portfolios, LLC | 1.19% | Add +5.4% | 17,769 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | Reduce -0.4% | 17,711 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.3% | 17,401 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.3% | 17,216 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.0% | 17,209 | $1.2M |
| Pensionfund Sabic | 0.37% | Reduce -9.5% | 17,200 | $1.2M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -1.7% | 17,015 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +95.0% | 16,981 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +0.0% | 16,787 | $1.1M |
| Metis Global Partners, LLC | 0.04% | Reduce -27.9% | 16,741 | $1.1M |
| Penobscot Investment Management Company, Inc. | 0.10% | Reduce -19.8% | 16,700 | $1.1M |
| Great Oak Capital Partners, LLC | 0.39% | Add +0.2% | 17,310 | $1.1M |
| DC Investments Management, LLC | 0.78% | No change | 16,472 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.6% | 16,415 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.6% | 16,387 | $1.1M |
| Norinchukin Bank, The | 0.03% | Add +24.3% | 16,286 | $1.1M |
| DRW Securities, LLC | 0.06% | New | 16,094 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +3810.3% | 15,954 | $1.1M |
| NEOS Investment Management LLC | 0.03% | Add +25.8% | 15,864 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.9% | 15,509 | $1.1M |
| Code Waechter LLC | 0.99% | — | 15,251 | $1.0M |
| Union Savings Bank | 0.50% | Add +7.6% | 14,927 | $1.0M |
| nVerses Capital, LLC | 0.46% | Add +72.9% | 14,700 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.0% | 14,587 | $993K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -4.5% | 14,120 | $961K |
| Rockland Trust Co. | 0.05% | Add +2.0% | 14,052 | $956K |
| Praxis Investment Management Inc. | 0.06% | Reduce -53.7% | 14,030 | $955K |
| Presima Securities ULC | 0.21% | Add +0.7% | 13,930 | $948K |
| Tidal Investments LLC | 0.01% | Add +5.2% | 13,849 | $942K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -3.8% | 13,547 | $922K |
| Sterling Capital Management LLC | 0.01% | — | 13,431 | $914K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -58.8% | 13,305 | $905K |
| Eastern Bank | 0.02% | Add +137.6% | 13,266 | $903K |
| HB Wealth Management, LLC | 0.01% | Add +19.2% | 13,231 | $900K |
| PEAK6 Investments LLC | 0.04% | Reduce -29.2% | 13,184 | $897K |
| Bahl & Gaynor LLC | 0.00% | Reduce -32.8% | 13,010 | $885K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.9% | 12,652 | $861K |
| GTS Securities LLC | 0.02% | New | 12,615 | $858K |
| Prosperity Consulting Group, LLC | 0.07% | New | 12,537 | $853K |
| Financial Counselors Inc. | 0.01% | Add +1.2% | 12,517 | $852K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 12,436 | $846K |
| Armstrong Advisory Group, Inc. | 0.07% | Reduce -1.9% | 12,415 | $845K |
| Shell Asset Management Co. | 0.04% | — | 12,409 | $844K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -2.4% | 12,371 | $842K |
| McDonald Partners LLC | 0.21% | Add +1.1% | 12,358 | $841K |
| Fisher Asset Management | 0.00% | Add +1.9% | 12,306 | $837K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 12,143 | $826K |
| Inceptionr LLC | 0.20% | New | 12,106 | $824K |
| Empirical Finance, LLC | 0.05% | Add +2.3% | 12,039 | $819K |
| Spirit of America Management Corp. | 0.16% | Add +23.8% | 11,950 | $813K |
| Signaturefd, LLC | 0.02% | Add +1.8% | 11,930 | $812K |
| Savant Capital, LLC | 0.01% | Reduce -12.3% | 11,855 | $807K |
| Investment Management Corp of Ontario | 0.02% | Add +50.2% | 11,663 | $794K |
| iSAM Funds (UK) Ltd | 0.45% | New | 11,575 | $788K |
| Huber Capital Management LLC | 0.16% | Add +4.6% | 11,419 | $777K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +1.0% | 11,328 | $771K |
| Trivium Point Advisory, LLC | 0.11% | Reduce -4.5% | 12,570 | $765K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 11,072 | $753K |
| Centerpoint Advisors, LLC | 0.26% | No change | 10,983 | $747K |
| Wilkins Investment Counsel Inc. | 0.10% | No change | 10,952 | $745K |
| Sowa Financial Group, Inc. | 0.47% | Reduce -1.7% | 10,874 | $740K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +0.0% | 10,673 | $726K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -6.9% | 10,581 | $720K |
| Claro Advisors Inc. | 0.09% | Add +7.1% | 10,471 | $713K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -6.6% | 10,435 | $710K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.7% | 10,262 | $698K |
| Vestcor Inc | 0.02% | Reduce -27.5% | 10,248 | $697K |
| Sherbrooke Park Advisers LLC | 0.16% | Reduce -10.6% | 10,204 | $694K |
| QRG Capital Management, Inc. | 0.01% | Add +13.7% | 10,127 | $689K |
| First Trust Direct Indexing L.P. | 0.04% | Add +15.4% | 10,051 | $684K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +10.1% | 10,049 | $684K |
| Miller Howard Investments Inc. | 0.02% | Reduce -5.7% | 9,940 | $676K |
| Amica Mutual Insurance Co. | 0.07% | No change | 9,930 | $676K |
| Regions Financial Corp. | 0.00% | Add +0.2% | 9,931 | $676K |
| NorthRock Partners, LLC | 0.02% | Reduce -8.5% | 9,901 | $674K |
| NorthCoast Asset Management LLC | 0.00% | Add +78.3% | 17,107 | $663K |
| Baker Ellis Asset Management LLC | 0.09% | Reduce -0.8% | 9,689 | $659K |
| Modern Wealth Management, LLC | 0.04% | Add +0.8% | 9,607 | $654K |
| Greenleaf Trust | 0.01% | Add +16.8% | 9,563 | $651K |
| Finivi Inc. | 0.52% | Add +0.1% | 9,457 | $644K |
| Heritage Financial Services, LLC | 0.09% | Reduce -12.3% | 9,432 | $642K |
| Empowered Funds, LLC | 0.01% | Add +76.3% | 9,389 | $639K |
| V-Square Quantitative Management LLC | 0.09% | Add +6.1% | 9,368 | $637K |
| Mystic Asset Management, Inc. | 0.24% | No change | 9,275 | $631K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.8% | 9,221 | $627K |
| Live Oak Private Wealth LLC | 0.10% | New | 9,148 | $623K |
| Chatham Capital Group, Inc. | 0.10% | Reduce -1.7% | 9,031 | $615K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 9,000 | $612K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.2% | 8,970 | $610K |
| New England Capital Financial Advisors LLC | 0.32% | Reduce -4.6% | 8,945 | $609K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.8% | 8,904 | $606K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,876 | $604K |
| Keybank National Association | 0.00% | Reduce -7.9% | 8,857 | $603K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 8,848 | $602K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 8,845 | $602K |
| Aigen Investment Management, LP | 0.12% | Reduce -2.9% | 8,821 | $600K |
| Bessemer Group Inc. | 0.00% | Add +85.1% | 8,821 | $600K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.5% | 8,814 | $600K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.3% | 8,830 | $598K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -46.0% | 8,761 | $596K |
| Finer Wealth Management, Inc. | 0.37% | No change | 8,712 | $593K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 8,688 | $591K |
| My Legacy Advisors, LLC | 0.23% | Reduce -20.8% | 8,611 | $586K |
| First Hawaiian Bank | 0.02% | No change | 8,371 | $570K |
| Sound Income Strategies, LLC | 0.04% | Reduce -3.9% | 8,368 | $569K |
| SpiderRock Advisors, LLC | 0.01% | Add +81.2% | 8,360 | $569K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -38.2% | 8,280 | $563K |
| Two Sigma Advisers, LP | 0.00% | Reduce -72.9% | 8,100 | $551K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.7% | 7,877 | $536K |
| Schnieders Capital Management LLC | 0.10% | Add +19.4% | 7,837 | $533K |
| Welch & Forbes LLC | 0.01% | Reduce -5.5% | 7,803 | $531K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.5% | 7,799 | $531K |
| Allworth Financial LP | 0.00% | Reduce -35.9% | 7,763 | $528K |
| Mindset Wealth Management, LLC | 0.22% | — | 7,670 | $522K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -3.4% | 7,668 | $522K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.4% | 7,597 | $517K |
| Leslie Global Wealth, LLC | 0.25% | New | 7,555 | $514K |
| Valley Brook Capital Group, Inc. | 0.37% | No change | 7,528 | $512K |
| Hills Bank & Trust Co | 0.04% | Reduce -2.9% | 7,490 | $510K |
| Whittier Trust Co. | 0.01% | Reduce -1.3% | 7,487 | $509K |
| Brown Advisory Inc. | 0.00% | Reduce -2.9% | 7,429 | $506K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 7,374 | $502K |
| Seeds Investor LLC | 0.19% | Add +1.1% | 7,324 | $498K |
| Jump Financial, LLC | 0.01% | Reduce -73.2% | 7,314 | $498K |
| Evergreen Capital Management LLC | 0.02% | Add +9.6% | 7,294 | $496K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +0.2% | 7,169 | $488K |
| W.H. Cornerstone Investments Inc. | 0.33% | Reduce -3.0% | 7,080 | $482K |
| Beacon Bank & Trust | 0.11% | No change | 7,008 | $477K |
| Capstone Investment Advisors, LLC | 0.02% | Add +8.7% | 6,814 | $464K |
| Groupama Asset Managment | 0.01% | Add +1.9% | 8,484 | $464K |
| Prosperity Wealth Management, Inc. | 0.19% | Add +0.6% | 6,803 | $463K |
| Csenge Advisory Group | 0.02% | Reduce -5.1% | 7,241 | $462K |
| Belpointe Asset Management LLC | 0.03% | Add +31.7% | 6,774 | $461K |
| Sachetta, LLC | 0.18% | Add +0.1% | 6,762 | $460K |
| Moneco Advisors, LLC | 0.06% | Add +55.1% | 6,578 | $448K |
| SC&H Financial Advisors, Inc. | 0.10% | Reduce -3.7% | 6,519 | $444K |
| Erste Asset Management GmbH | 0.01% | New | 6,700 | $442K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | New | 6,473 | $440K |
| Dark Forest Capital Management LP | 0.06% | New | 6,467 | $440K |
| Compound Planning, Inc. | 0.03% | Reduce -5.6% | 6,415 | $437K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.1% | 6,386 | $435K |
| Aptus Capital Advisors, LLC | 0.01% | Add +27.3% | 6,335 | $431K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -6.3% | 6,301 | $429K |
| Vinva Investment Management Ltd | 0.02% | Add +57.3% | 6,348 | $429K |
| Advisors Capital Management, LLC | 0.01% | Reduce -7.1% | 6,232 | $424K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 6,163 | $419K |
| Savior LLC | 2.32% | No change | 6,150 | $419K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.8% | 6,147 | $418K |
| Prossimo Advisors, LLC | 0.30% | Add +4.3% | 6,069 | $413K |
| Petrus Trust Company, LTA | 0.04% | Add +3.3% | 6,067 | $413K |
| Lido Advisors, LLC | 0.00% | Reduce -69.8% | 6,051 | $412K |
| Modera Wealth Management, LLC | 0.01% | Reduce -6.0% | 6,049 | $412K |
| KCM Investment Advisors LLC | 0.01% | Add +1.5% | 6,012 | $409K |
| United Asset Strategies, Inc. | 0.04% | New | 5,998 | $408K |
| Asahi Life Asset Management Co., LTD. | 0.25% | New | 5,960 | $406K |
| Welch Group, LLC | 0.02% | No change | 5,936 | $404K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.3% | 5,954 | $404K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.9% | 5,930 | $404K |
| Midwest Professional Planners, LTD. | 0.12% | Add +3.3% | 5,907 | $402K |
| Choreo, LLC | 0.01% | Add +5.5% | 5,919 | $401K |
| Huntington National Bank | 0.00% | Add +2.3% | 5,851 | $398K |
| Quadcap Wealth Management, LLC | 0.06% | Add +0.6% | 5,799 | $395K |
| Blue Fin Capital, Inc. | 0.07% | No change | 5,681 | $387K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -8.2% | 5,635 | $383K |
| Waddell & Associates, LLC | 0.05% | Add +36.3% | 5,630 | $383K |
| Jmac Enterprises LLC | 0.06% | No change | 5,600 | $381K |
| Bensler, LLC | 0.05% | No change | 5,568 | $379K |
| Graham Capital Management, L.P. | 0.02% | Reduce -32.9% | 5,543 | $377K |
| GAMMA Investing LLC | 0.04% | Reduce -6.0% | 5,520 | $376K |
| Alpha Family Trust | 0.21% | No change | 5,440 | $370K |
| American State Bank (Iowa) | 0.22% | No change | 5,436 | $370K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 5,415 | $368K |
| Barry Investment Advisors, LLC | 0.11% | Add +0.0% | 5,410 | $368K |
| Wedbush Securities Inc. | 0.01% | Add +3.0% | 5,409 | $368K |
| XTX Topco Ltd | 0.03% | Reduce -86.0% | 5,370 | $365K |
| Quadrant Capital Group LLC | 0.03% | Add +4.8% | 5,349 | $364K |
| Qsemble Capital Management, LP | 0.07% | New | 5,349 | $364K |
| Glenview Trust Co | 0.01% | Add +0.9% | 5,292 | $360K |
| Consilium Wealth Advisory, LLC | 0.20% | No change | 5,272 | $359K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +442.8% | 5,271 | $359K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.6% | 5,219 | $355K |
| Oxler Private Wealth LLC | 0.12% | Add +0.9% | 5,217 | $355K |
| Advisor OS, LLC | 0.03% | New | 5,055 | $344K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.5% | 5,006 | $341K |
| Flputnam Investment Management Co. | 0.01% | Add +8.5% | 4,998 | $340K |
| MBB Public Markets I LLC | 0.03% | Reduce -80.1% | 4,950 | $337K |
| Wells Trecaso Financial Group, LLC | 0.11% | Reduce -2.0% | 4,922 | $335K |
| Spinnaker Trust | 0.02% | No change | 4,915 | $334K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -9.8% | 4,870 | $331K |
| Vise Technologies, Inc. | 0.04% | New | 4,856 | $330K |
| Horizon Investments, LLC | 0.01% | Reduce -4.0% | 4,849 | $330K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -7.1% | 4,832 | $329K |
| Bar Harbor Wealth Management | 0.02% | No change | 4,780 | $325K |
| Intrua Financial, LLC | 0.05% | Add +8.4% | 4,768 | $324K |
| Destination Wealth Management | 0.01% | Add +1.2% | 4,737 | $322K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 4,710 | $321K |
| Blueshift Asset Management, LLC | 0.08% | New | 4,695 | $319K |
| Summit Trail Advisors, LLC | 0.01% | Add +11.2% | 4,677 | $318K |
| Clarius Group, LLC | 0.02% | Reduce -3.4% | 4,601 | $313K |
| Nwam LLC | 0.02% | New | 4,584 | $312K |
| Shore Point Advisors, LLC | 0.17% | No change | 4,542 | $309K |
| Merit Financial Group, LLC | 0.01% | Reduce -16.7% | 4,520 | $308K |
| Trueblood Wealth Management, LLC | 0.15% | Add +0.0% | 4,493 | $306K |
| MJP Associates Inc. | 0.06% | New | 4,428 | $301K |
| Parallel Advisors, LLC | 0.01% | Add +16.4% | 4,422 | $301K |
| Grace & White Inc. | 0.06% | No change | 4,418 | $301K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -1.9% | 4,521 | $299K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.2% | 4,383 | $298K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -0.4% | 4,359 | $297K |
| Old North State Wealth Management, LLC | 0.17% | Add +14.8% | 4,328 | $295K |
| Stablepoint Partners, LLC | 0.05% | No change | 4,324 | $294K |
| Abel Hall, LLC | 0.19% | Add +1.2% | 4,300 | $293K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.9% | 4,294 | $292K |
| Thomasville National Bank | 0.02% | Reduce -2.7% | 4,286 | $292K |
| Formidable Asset Management, LLC | 0.05% | No change | 4,252 | $289K |
| Beirne Wealth Consulting Services, LLC | 0.10% | New | 4,250 | $289K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,250 | $289K |
| Cullinan Associates Inc. | 0.02% | No change | 4,357 | $288K |
| Cable Hill Partners, LLC | 0.03% | Add +9.9% | 4,219 | $287K |
| Ballentine Partners, LLC | 0.00% | Add +0.9% | 4,214 | $287K |
| Machina Capital S.A.S. | 0.11% | Reduce -45.9% | 4,187 | $285K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,170 | $284K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.2% | 4,167 | $284K |
| LVW Advisors, LLC | 0.04% | Reduce -22.9% | 4,163 | $283K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.1% | 4,162 | $283K |
| Vident Advisory, LLC | 0.01% | Add +2.3% | 4,122 | $281K |
| Catalyst Financial Partners LLC | 0.05% | Add +12.7% | 4,086 | $278K |
| Graypoint LLC | 0.02% | Add +9.2% | 4,084 | $278K |
| World Investment Advisors | 0.01% | New | 4,077 | $277K |
| Jones Financial Companies LLLP | 0.00% | Add +69.3% | 4,075 | $276K |
| Viking Fund Management LLC | 0.04% | New | 4,000 | $272K |
| Brophy Wealth Management, LLC | 0.10% | — | 3,986 | $271K |
| Independent Advisor Alliance | 0.01% | Reduce -27.1% | 3,970 | $270K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -9.1% | 4,239 | $270K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,964 | $270K |
| Gotham Asset Management | 0.00% | New | 3,948 | $269K |
| RFG Advisory, LLC | 0.01% | Reduce -0.2% | 3,947 | $269K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -90.9% | 3,947 | $269K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 3,941 | $268K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Add +0.1% | 3,921 | $267K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -10.4% | 3,920 | $267K |
| Sterling Investment Counsel, LLC | 0.09% | No change | 3,910 | $266K |
| Trust Co. of Vermont | 0.01% | Reduce -0.0% | 3,897 | $265K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -29.6% | 3,897 | $265K |
| Fortis Group Advisors, LLC | 0.05% | No change | 3,891 | $265K |
| Cozad Asset Management Inc. | 0.03% | Reduce -5.3% | 3,864 | $263K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.7% | 3,830 | $261K |
| Prio Wealth Limited Partnership | 0.01% | No change | 3,803 | $259K |
| Prospera Financial Services Inc | 0.01% | Reduce -10.7% | 3,770 | $257K |
| International Assets Investment Management, LLC | 0.02% | New | 176,214 | $255K |
| Tranquilli Financial Advisor LLC | 0.16% | No change | 3,716 | $253K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -17.5% | 3,691 | $251K |
| Apella Capital, LLC | 0.01% | New | 3,752 | $250K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 4,409 | $250K |
| Kraematon Investment Advisors, Inc. | 0.25% | Add +0.7% | 3,674 | $250K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,668 | $250K |
| Cigna Investments Inc. | 0.04% | No change | 3,658 | $249K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.9% | 3,622 | $246K |
| Flynn Zito Capital Management, LLC | 0.12% | New | 3,611 | $246K |
| Hamilton Capital, LLC | 0.02% | No change | 3,728 | $245K |
| Everett Harris & Co. | 0.00% | New | 3,593 | $245K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.3% | 3,708 | $242K |
| Aaron Wealth Advisors LLC | 0.03% | New | 3,541 | $241K |
| Cadence Wealth Management LLC | 0.19% | New | 3,521 | $240K |
| CENTRAL TRUST Co | 0.01% | Add +0.0% | 3,519 | $239K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.7% | 3,514 | $239K |
| LGT Group Foundation | 0.00% | No change | 3,585 | $239K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.6% | 3,498 | $238K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,496 | $238K |
| Pitcairn Co. | 0.01% | Reduce -11.4% | 3,481 | $237K |
| Sterling Financial Planning, Inc. | 0.09% | New | 3,452 | $235K |
| Pine Haven Investment Counsel, Inc | 0.19% | New | 3,451 | $235K |
| LongView Wealth Management | 0.07% | New | 3,450 | $235K |
| Wealth Alliance, LLC | 0.03% | New | 3,440 | $234K |
| FC Advisory LLC | 0.08% | New | 3,435 | $234K |
| Arete Wealth Advisors, LLC | 0.02% | New | 3,391 | $231K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 3,344 | $228K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,340 | $227K |
| Coastal Bridge Advisors, LLC | 0.06% | New | 3,335 | $227K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 3,314 | $226K |
| Net Worth Advisory Group | 0.07% | — | 3,250 | $221K |
| MQS Management LLC | 0.12% | Reduce -22.4% | 3,204 | $218K |
| Ingalls & Snyder LLC | 0.01% | New | 3,172 | $216K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | New | 3,174 | $216K |
| Sculati Wealth Management, LLC | 0.09% | New | 3,162 | $215K |
| StoneX Group Inc. | 0.02% | New | 3,124 | $213K |
| Sandy Spring Bank | 0.01% | Reduce -5.2% | 3,091 | $210K |
| Parcion Private Wealth LLC | 0.02% | New | 3,090 | $210K |
| Cidel Asset Management Inc. | 0.01% | New | 3,089 | $210K |
| Private Trust Co. NA | 0.02% | Add +37.6% | 3,073 | $209K |
| Spire Wealth Management | 0.01% | Reduce -43.7% | 3,064 | $209K |
| Black Diamond Financial, LLC | 0.04% | New | 3,054 | $208K |
| Resonant Capital Advisors, LLC | 0.02% | New | 3,046 | $207K |
| Thrive Wealth Management, LLC | 0.04% | New | 3,044 | $207K |
| Strait & Sound Wealth Management LLC | 0.10% | New | 3,027 | $206K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.3% | 3,000 | $204K |
| Hardman Johnston Global Advisors LLC | 0.01% | New | 3,000 | $204K |
| Woodstock Corp. | 0.02% | New | 2,986 | $203K |
| Means Investment Co., Inc. | 0.02% | New | 2,982 | $203K |
| Mather Group, Llc. | 0.00% | Reduce -9.0% | 2,981 | $203K |
| CW Advisors, LLC | 0.00% | New | 2,955 | $201K |
| Avestar Capital, LLC | 0.02% | New | 2,951 | $201K |
| Continuum Advisory, LLC | 0.03% | Reduce -13.7% | 3,219 | $198K |
| Virtus Advisers, LLC | 0.09% | Reduce -8.0% | 2,816 | $192K |
| Albion Financial Group | 0.01% | No change | 2,644 | $180K |
| NBT Bank, N.A. | 0.01% | New | 2,600 | $177K |
| Lanark Financial, Inc. | 0.01% | No change | 2,563 | $174K |
| Global Retirement Partners, LLC | 0.01% | Reduce -13.3% | 2,528 | $172K |
| Steph & Co. | 0.05% | Reduce -3.2% | 2,485 | $169K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 2,316 | $158K |
| Montag A & Associates Inc. | 0.01% | Add +2.3% | 2,250 | $153K |
| Walleye Trading LLC | 0.00% | Reduce -77.3% | 2,228 | $152K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.2% | 2,046 | $139K |
| Lindbrook Capital, LLC | 0.01% | Reduce -11.2% | 2,005 | $136K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.8% | 1,998 | $136K |
| Federated Hermes, Inc. | 0.00% | New | 1,964 | $134K |
| Blue Trust, Inc. | 0.00% | Add +135.2% | 2,347 | $133K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.9% | 1,955 | $133K |
| Richardson Financial Services Inc. | 0.08% | No change | 2,320 | $132K |
| Y.D. More Investments Ltd | 0.01% | Add +3.3% | 1,933 | $132K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,803 | $123K |
| Smartleaf Asset Management LLC | 0.01% | Add +161.9% | 1,776 | $120K |
| IFP Advisors, Inc | 0.00% | Reduce -21.9% | 1,752 | $119K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,746 | $119K |
| CVA Family Office, LLC | 0.02% | Reduce -5.8% | 1,737 | $118K |
| Capital Analysts, LLC | 0.00% | No change | 1,721 | $117K |
| SouthState Bank Corp | 0.01% | Reduce -30.6% | 1,693 | $115K |
| Principal Securities, Inc. | 0.00% | Add +77.0% | 1,681 | $114K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,679 | $114K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +71.4% | 1,678 | $114K |
| Smithfield Trust Co | 0.01% | No change | 1,673 | $114K |
| TD Private Client Wealth LLC | 0.00% | Add +4.5% | 1,664 | $113K |
| Acadian Asset Management LLC | 0.00% | Reduce -85.8% | 1,661 | $112K |
| Sentry Investment Management LLC | 0.05% | New | 1,635 | $111K |
| HM Payson & Co. | 0.00% | Add +0.3% | 1,626 | $111K |
| Geneos Wealth Management Inc. | 0.00% | Add +800.0% | 1,593 | $108K |
| PSI Advisors, LLC | 0.03% | No change | 1,489 | $101K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,475 | $100K |
| Ascentis Wealth Management, LLC | 0.04% | — | 1,473 | $100K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -8.8% | 1,444 | $98K |
| CI Investments Inc. | 0.00% | Reduce -10.0% | 1,434 | $98K |
| Quent Capital, LLC | 0.01% | Reduce -1.5% | 1,397 | $95K |
| Tucker Asset Management LLC | 0.02% | Reduce -25.1% | 1,387 | $94K |
| Tsfg, LLC | 0.02% | No change | 1,330 | $91K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.7% | 1,316 | $90K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,312 | $89K |
| GeoWealth Management, LLC | 0.00% | New | 1,311 | $89K |
| AlphaMark Advisors, LLC | 0.03% | No change | 1,297 | $88K |
| Ransom Advisory, Ltd | 0.04% | No change | 1,253 | $85K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,229 | $84K |
| Hexagon Capital Partners LLC | 0.02% | Add +11.1% | 1,233 | $84K |
| Rothschild Investment LLC | 0.01% | Reduce -6.9% | 1,209 | $82K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1.7% | 1,199 | $82K |
| Motco | 0.01% | Add +17.9% | 1,179 | $80K |
| Amica Retiree Medical Trust | 0.07% | — | 1,169 | $80K |
| Manchester Capital Management LLC | 0.01% | Add +89.5% | 1,114 | $76K |
| Millburn Ridgefield LLC | 0.00% | New | 1,112 | $76K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,106 | $75K |
| FSA Wealth Management LLC | 0.03% | — | 1,105 | $75K |
| Intact Investment Management Inc. | 0.00% | New | 1,100 | $75K |
| First Community Trust NA | 0.06% | No change | 1,080 | $73K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.3% | 1,070 | $73K |
| Webster Bank, N. A. | 0.01% | No change | 1,008 | $69K |
| Granite FO LLC | 0.04% | New | 1,000 | $68K |
| Alta Advisers Ltd | 0.03% | No change | 1,000 | $68K |
| Tortoise Investment Management, LLC | 0.01% | No change | 990 | $67K |
| GoalVest Advisory LLC | 0.02% | No change | 981 | $67K |
| CoreFirst Bank & Trust | 0.04% | New | 907 | $62K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 874 | $60K |
| Addison Advisors LLC | 0.02% | No change | 860 | $59K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 850 | $58K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 850 | $58K |
| Gould Capital, LLC | 0.04% | No change | 800 | $54K |
| Clearstead Advisors, LLC | 0.00% | Add +25.2% | 796 | $54K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 787 | $54K |
| Deseret Mutual Benefit Administrators | 0.03% | Add +14.1% | 785 | $53K |
| MV Capital Management, Inc. | 0.01% | Reduce -0.3% | 780 | $53K |
| True Wealth Design, LLC | 0.02% | Add +10957.1% | 774 | $53K |
| Perkins Coie Trust Co | 0.01% | No change | 734 | $50K |
| Earned Wealth Advisors, LLC | 0.01% | New | 727 | $49K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | No change | 719 | $49K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $48K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | No change | 708 | $48K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 706 | $48K |
| LGT Financial Advisors LLC | 0.11% | Reduce -43.3% | 679 | $46K |
| Heritage Wealth Advisors | 0.00% | Add +34.4% | 672 | $46K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +6009.1% | 672 | $46K |
| Broadwater Capital Management LLC | 0.03% | No change | 620 | $42K |
| Bangor Savings Bank | 0.00% | No change | 604 | $41K |
| Caldwell Trust Co | 0.00% | Reduce -4.9% | 602 | $41K |
| DT Investment Partners, LLC | 0.00% | No change | 577 | $39K |
| Cromwell Holdings LLC | 0.03% | No change | 575 | $39K |
| Larson Financial Group LLC | 0.00% | Add +162.0% | 566 | $38K |
| Salem Investment Counselors Inc. | 0.00% | No change | 545 | $37K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -3.7% | 540 | $37K |
| UMB Bank, n.a. | 0.00% | Add +62.9% | 513 | $35K |
| Bfsg, LLC | 0.00% | No change | 500 | $34K |
| Sawyer & Company, Inc | 0.01% | No change | 500 | $34K |
| Coston, McIsaac & Partners | 0.01% | No change | 500 | $34K |
| Independence Bank of Kentucky | 0.01% | New | 485 | $33K |
| West Branch Capital LLC | 0.01% | Add +0.2% | 479 | $33K |
| Rise Advisors, LLC | 0.02% | Add +1.1% | 475 | $32K |
| Oakworth Capital, Inc. | 0.00% | Reduce -35.9% | 467 | $32K |
| Ashton Thomas Securities, LLC | 0.01% | New | 466 | $32K |
| Brooklyn Investment Group | 0.01% | New | 454 | $31K |
| Piscataqua Savings Bank | 0.03% | No change | 450 | $31K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -42.9% | 400 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +16.7% | 385 | $26K |
| Paladin Advisory Group, LLC | 0.02% | No change | 334 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 328 | $22K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 320 | $22K |
| Hilltop National Bank | 0.01% | No change | 300 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $20K |
| Colonial Trust Advisors | 0.00% | No change | 293 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 293 | $20K |
| Venturi Wealth Management, LLC | 0.00% | Add +100.0% | 288 | $20K |
| Gleason Group, Inc. | 0.00% | Reduce -17.6% | 280 | $19K |
| Quarry LP | 0.01% | Reduce -91.5% | 271 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +5.9% | 270 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 268 | $18K |
| Hall Laurie J Trustee | 0.01% | No change | 270 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 262 | $18K |
| Catalyst Capital Advisors LLC | 0.00% | New | 261 | $18K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -26.0% | 259 | $18K |
| Assetmark, Inc. | 0.00% | Add +2.4% | 256 | $17K |
| Covestor Ltd | 0.01% | Reduce -0.4% | 253 | $17K |
| Anchor Investment Management, LLC | 0.00% | Reduce -7.2% | 246 | $17K |
| Leonteq Securities AG | 0.00% | New | 243 | $17K |
| GW&K Investment Management, LLC | 0.00% | Reduce -3.8% | 228 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -19.5% | 227 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +29.1% | 226 | $15K |
| First Personal Financial Services | 0.00% | No change | 225 | $15K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $15K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 223 | $15K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -3.1% | 220 | $15K |
| Private Wealth Management Group, LLC | 0.01% | Add +0.9% | 215 | $15K |
| Financial Perspectives, Inc | 0.01% | No change | 210 | $14K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 248 | $14K |
| Investors Research Corp | 0.00% | No change | 199 | $14K |
| Arax Advisory Partners | 0.00% | Add +4.8% | 198 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 199 | $13K |
| Castleview Partners, LLC | 0.01% | No change | 196 | $13K |
| Valley National Advisers Inc. | 0.00% | Reduce -46.0% | 194 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 191 | $13K |
| Legacy Investment Solutions, LLC | 0.01% | — | 211 | $13K |
| Legacy Wealth Managment, LLC | 0.01% | — | 211 | $13K |
| City State Bank | 0.00% | No change | 187 | $13K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -33.5% | 191 | $13K |
| Red Tortoise LLC | 0.01% | No change | 181 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | New | 178 | $12K |
| Kepos Capital LP | 0.01% | New | 183 | $12K |
| Pineridge Advisors LLC | 0.00% | No change | 161 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +18.1% | 150 | $10K |
| Pingora Partners LLC | 0.01% | Reduce -31.7% | 140 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.1% | 139 | $9K |
| Aspire Private Capital, LLC | 0.00% | Add +0.8% | 135 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 134 | $9K |
| Concord Wealth Partners | 0.00% | Add +0.8% | 132 | $9K |
| Hartford Financial Management Inc. | 0.00% | No change | 130 | $9K |
| Robbins Farley | 0.00% | No change | 125 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +61.3% | 121 | $8K |
| Compass Wealth Management LLC | 0.00% | No change | 119 | $8K |
| LRI Investments, LLC | 0.00% | Reduce -27.2% | 131 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 118 | $8K |
| Operose Advisors LLC | 0.00% | No change | 118 | $8K |
| SWAN Capital LLC | 0.00% | No change | 117 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 131 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -2.5% | 115 | $8K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +0.9% | 113 | $8K |
| Abound Wealth Management | 0.00% | No change | 103 | $7K |
| WealthCollab, LLC | 0.00% | No change | 100 | $7K |
| MCF Advisors LLC | 0.00% | Reduce -44.3% | 97 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 90 | $6K |
| Avion Wealth | 0.00% | Add +441.2% | 92 | $6K |
| City Holding Co. | 0.00% | No change | 81 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 79 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 77 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +111.1% | 76 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 75 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 83 | $5K |
| Hemington Wealth Management | 0.00% | New | 79 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 71 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 70 | $5K |
| Solstein Capital, LLC | 0.00% | No change | 69 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +17.2% | 68 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -40.0% | 63 | $4K |
| Keener Financial Planning LLC | 0.00% | No change | 62 | $4K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 56 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 54 | $4K |
| Northwest Investment Counselors, LLC | 0.00% | New | 49 | $3K |
| Centennial Bank | 0.00% | No change | 47 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.2% | 46 | $3K |
| Grove Bank & Trust | 0.00% | New | 45 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 45 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +13.2% | 43 | $3K |
| Winch Advisory Services, LLC | 0.00% | Add +2.4% | 42 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 40 | $3K |
| Copley Financial Group, Inc. | 0.00% | — | 34 | $2K |
| Ridgewood Investments LLC | 0.00% | No change | 34 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 31 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 31 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 30 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +40.0% | 28 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -46.0% | 27 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 27 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +28.6% | 27 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 25 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| TD Capital Management LLC | 0.00% | No change | 25 | $2K |
| Key Financial Inc | 0.00% | Add +84.6% | 24 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +15.8% | 22 | $1K |
| Friedenthal Financial | 0.00% | No change | 21 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 20 | $1K |
| Highline Wealth Partners LLC | 0.00% | Add +80.0% | 18 | $1K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 16 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $1K |
| Riverview Trust Co | 0.00% | New | 15 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Add +137.5% | 19 | $1K |
| JDM Financial Group LLC | 0.00% | New | 14 | $953 |
| Chilton Capital Management LLC | 0.00% | New | 13 | $885 |
| Country Trust Bank | 0.00% | No change | 13 | $885 |
| Pathway Financial Advisers, LLC | 0.00% | Add +6705.1% | 48,452 | $712 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 10 | $681 |
| 1620 Investment Advisors, Inc. | 0.00% | New | 9 | $588 |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $544 |
| Colonial Trust Co / SC | 0.00% | Reduce -95.2% | 8 | $540 |
| Fairman Group, LLC | 0.00% | No change | 7 | $476 |
| Creekmur Asset Management LLC | 0.00% | No change | 7 | $476 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 6 | $408 |
| ClariVest Asset Management LLC | 0.00% | No change | 7 | $400 |
| Nvwm, LLC | 0.00% | No change | 5 | $340 |
| WestEnd Advisors, LLC | 0.00% | No change | 5 | $340 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $137 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $77 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $69 |
"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.