Eversource EnergyES

13F holders, Q4 2024 (December 31)
874holders +5
60new positions
95sold out
7famous investors
$57.40avg. 13F price*

At the end of Q4 2024, 874 institutions reported holding Eversource Energy (ES) in their 13F filings, up 5 from Q3 2024. 60 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.2B) and State Street Corp. ($1.5B). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Eversource Energy
Sector
Utilities
CUSIP
30040W108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 814Q1 2024Q2 2024: 816Q2 2024Q3 2024: 869Q3 2024Q4 2024: 874Q4 2024Q1 2025: 890Q1 2025Q2 2025: 932Q2 2025Q3 2025: 990Q3 2025Q4 2025: 1,031Q4 2025Q1 2026: 1,069Q1 2026Q2 2026: 1,126Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions60$48.6M
Exits95$89.9M

All 13F filers, Q3 2024 → Q4 2024: 22,115,002 shares bought and 16,866,733 shares sold, net +5,248,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 874 holders

Vanguard Group Inc. 0.04% Add +3.2% 44,609,716 $2.6B
BlackRock, Inc. 0.05% Add +1.8% 38,766,284 $2.2B
State Street Corp. 0.06% Add +4.2% 26,605,659 $1.5B
Wellington Management Group LLP 0.17% Add +38.6% 16,470,356 $945.9M
Charles Schwab Investment Management Inc. 0.11% Add +2.3% 9,933,838 $570.5M
Geode Capital Management, LLC 0.04% Add +5.7% 9,557,213 $547.5M
FMR LLC 0.03% Add +4.8% 7,352,593 $422.3M
Magellan Asset Management Ltd 4.08% Add +15.9% 6,474,477 $371.8M
Amundi 0.13% Add +32.2% 6,482,546 $367.7M
Invesco Ltd. 0.06% Add +16.5% 6,004,089 $344.8M
Nuveen Asset Management, LLC 0.09% Reduce -2.6% 5,725,756 $328.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +11.3% 5,517,269 $316.9M
Morgan Stanley 0.02% Reduce -3.3% 5,162,212 $296.5M
Legal & General Group Plc 0.08% Reduce -7.5% 5,111,003 $293.5M
American Century Companies Inc. 0.15% Reduce -1.6% 4,607,477 $264.6M
Northern Trust Corp. 0.03% Add +18.0% 3,699,583 $212.5M
Mitsubishi UFJ Trust & Banking Corp 0.47% Reduce -20.0% 3,446,688 $197.9M
Public Sector Pension Investment Board 0.83% Add +1.0% 3,420,561 $196.4M
Goldman Sachs Group Inc. 0.04% Reduce -35.7% 3,394,866 $195.0M
Norges Bank 0.02% Reduce -4.4% 3,288,144 $188.8M
UBS Group AG 0.04% Add +18.7% 2,955,162 $169.7M
HSBC Holdings PLC 0.10% Add +31.1% 2,719,720 $156.0M
Bank of New York Mellon Corp 0.03% Reduce -6.4% 2,709,697 $155.6M
Franklin Resources Inc. 0.04% Add +0.5% 2,426,436 $139.4M
Royal Bank of Canada 0.03% Reduce -2.7% 2,401,585 $137.9M
Nordea Investment Management AB 0.10% Add +41.7% 1,735,901 $99.6M
California Public Employees Retirement System 0.06% Add +1.6% 1,645,702 $94.5M
Deutsche Bank AG 0.04% Reduce -37.4% 1,583,333 $90.9M
JPMorgan Chase & Co. 0.01% Add +10.7% 1,569,671 $90.1M
Bank of America Corp. 0.01% Reduce -15.1% 1,507,337 $86.6M
M&G PLC 0.54% Add +3.1% 1,490,562 $85.0M
ClearBridge Investments Ltd 2.21% Reduce -16.2% 1,469,123 $84.4M
Dimensional Fund Advisors LP 0.02% Add +2.7% 1,444,453 $83.0M
Caisse de depot et placement du Quebec 0.16% Reduce -49.0% 1,359,290 $78.1M
First Trust Advisors LP 0.07% Add +10.3% 1,323,851 $76.0M
Mackenzie Financial Corp. 0.09% Add +24.6% 1,180,828 $67.8M
Barclays PLC 0.03% Add +4.1% 1,140,842 $65.5M
California State Teachers Retirement System 0.07% Add +24.0% 1,111,430 $63.8M
Macquarie Group Ltd. 0.08% Add +6.6% 1,126,928 $63.5M
Empower Advisory Group, LLC 0.21% Reduce -6.3% 1,102,760 $63.3M
NFJ Investment Group, LLC 2.00% Reduce -4.8% 1,087,249 $62.4M
Wells Fargo & Company 0.01% Reduce -9.6% 1,058,123 $60.8M
Swiss National Bank 0.04% Reduce -3.4% 1,009,533 $58.0M
Boston Trust Walden Corp 0.40% Add +3.0% 1,002,004 $57.5M
BNP Paribas Financial Markets 0.04% Add +59.1% 951,381 $54.6M
Invenomic Capital Management LP 2.74% Add +35.6% 849,698 $48.8M
Gabelli Funds LLC 0.36% Reduce -1.1% 829,250 $47.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +1.8% 823,144 $47.3M
Russell Investments Group, Ltd. 0.06% Reduce -9.9% 778,897 $44.7M
Manufacturers Life Insurance Company, The 0.04% Add +0.5% 772,531 $44.4M
Millennium Management 0.04% Add +24.0% 760,187 $43.7M
Rhumbline Advisers 0.04% Reduce -0.6% 734,643 $42.2M
Duff & Phelps Investment Management Co. 0.50% Reduce -12.8% 729,549 $41.9M
Anchor Capital Advisors LLC 1.16% Reduce -8.1% 709,373 $40.7M
Aviva PLC 0.11% Add +16.3% 704,623 $40.5M
Man Group plc 0.12% Reduce -4.0% 685,783 $39.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +1.6% 679,828 $39.0M
Aberdeen Group plc 0.07% Reduce -5.0% 663,880 $37.8M
Bank of Montreal 0.02% Add +4.5% 653,295 $37.5M
Canada Pension Plan Investment Board 0.04% No change 646,334 $37.1M
Old Republic International Corp. 1.46% No change 644,183 $37.0M
CANADA LIFE ASSURANCE Co 0.06% Add +9.7% 640,581 $36.8M
New York State Common Retirement Fund 0.05% Reduce -1.3% 630,460 $36.2M
Adage Capital Partners Gp, L.L.C. 0.06% Add +75.8% 592,334 $34.0M
Voloridge Investment Management, LLC 0.12% Add +32.7% 591,786 $34.0M
Susquehanna International Group, LLP 0.05% Add +563.6% 581,621 $33.4M
Swedbank AB 0.04% Add +5.8% 554,673 $31.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.4% 548,858 $31.5M
T. Rowe Price Associates Inc. 0.00% Add +5.2% 514,574 $29.6M
Swiss Life Asset Management Ltd 0.21% Add +130.4% 493,662 $28.3M
Retirement Systems of Alabama 0.10% Add +0.4% 482,202 $27.7M
National Pension Service 0.03% Reduce -8.2% 481,305 $27.6M
Alliancebernstein L.P. 0.01% Reduce -2.5% 474,688 $27.3M
Royal London Asset Management Ltd. 0.07% Reduce -0.9% 464,386 $26.7M
Baillie Gifford & Co. 0.02% Reduce -15.3% 454,384 $26.1M
Focus Partners Wealth 0.07% Add +1775.2% 438,612 $25.2M
PNC Financial Services Group, Inc. 0.02% Reduce -2.9% 430,183 $24.7M
AQR Capital Management 0.03% Reduce -40.7% 426,199 $24.5M
Principal Financial Group Inc. 0.01% Add +1.1% 418,205 $24.0M
RWC Asset Management LLP 1.42% Add +4.2% 410,872 $23.6M
Robeco Institutional Asset Management B.V. 0.04% Reduce -4.9% 409,477 $23.5M
Alps Advisors Inc. 0.15% Add +14.8% 407,015 $23.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 382,881 $22.0M
Envestnet Asset Management Inc. 0.01% Add +52.3% 377,186 $21.7M
Los Angeles Capital Management LLC 0.09% Reduce -43.4% 373,589 $21.5M
TD Asset Management Inc 0.02% Reduce -0.8% 372,118 $21.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -8.1% 363,150 $20.9M
KLP Kapitalforvaltning As 0.10% — 355,493 $20.4M
Raymond James Financial Inc. 0.01% — 343,306 $19.7M
Danske Bank A/S 0.06% Add +33.6% 337,457 $19.4M
State Board of Administration of Florida Retirement System 0.04% Reduce -6.6% 336,338 $19.3M
Sei Investments Co. 0.02% Reduce -30.5% 330,442 $19.0M
AXA S.A. 0.06% Add +1.2% 330,353 $19.0M
Maryland State Retirement & Pension System 0.40% Reduce -0.0% 321,674 $18.5M
KBC Group NV 0.05% Add +1.0% 319,048 $18.3M
Verition Fund Management LLC 0.09% Add +115.7% 311,090 $17.9M
Pictet Asset Management Holding SA 0.02% Reduce -77.1% 297,541 $17.1M
Squarepoint Ops LLC 0.04% Reduce -4.5% 296,826 $17.0M
New York State Teachers Retirement System 0.04% Reduce -3.1% 293,386 $16.8M
DNB Asset Management AS 0.07% Add +76.8% 285,605 $16.4M
Citigroup Inc. 0.02% Add +3.5% 285,476 $16.4M
Korea Investment CORP 0.04% Add +26.0% 271,297 $15.6M
Border to Coast Pensions Partnership Ltd 0.30% No change 270,834 $15.5M
National Bank of Canada 0.02% Reduce -64.1% 268,821 $15.4M
Citadel Advisors 0.01% Add +309.7% 266,997 $15.3M
Commonwealth Equity Services, LLC 0.02% Reduce -1.1% 262,281 $15.1M
LPL Financial LLC 0.01% Add +9.1% 261,194 $15.0M
APG Asset Management N.V. 0.04% Add +216.8% 264,208 $14.7M
Easterly Investment Partners LLC 1.14% Add +22.0% 251,801 $14.5M
Clearbridge Investments, LLC 0.01% Reduce -32.4% 246,328 $14.1M
ZWJ Investment Counsel Inc. 0.58% Reduce -5.7% 245,749 $14.1M
Lansforsakringar Fondforvaltning AB (publ) 0.05% — 244,592 $14.0M
Nomura Asset Management Co. Ltd. 0.04% Add +6.3% 241,666 $13.9M
Stifel Financial Corp. 0.01% Reduce -3.6% 239,103 $13.7M
State of Wisconsin Investment Board 0.03% Reduce -10.5% 231,741 $13.3M
Ensign Peak Advisors, Inc 0.02% Reduce -64.1% 226,867 $13.0M
Systematic Alpha Investments, LLC 0.48% No change 226,152 $13.0M
Meiji Yasuda Asset Management Co Ltd. 0.49% Add +2.9% 223,735 $12.8M
Victory Capital Management Inc. 0.01% Add +78.0% 215,661 $12.4M
Abn Amro Investment Solutions 0.22% Add +0.9% 207,386 $11.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +3593.4% 200,000 $11.5M
Prudential Financial Inc. 0.02% Reduce -31.1% 199,637 $11.5M
Toronto Dominion Bank 0.02% Add +3.2% 197,922 $11.4M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.3% 193,973 $11.1M
Natixis 0.08% Reduce -18.9% 192,407 $11.0M
Boston Common Asset Management, LLC 0.30% Reduce -0.1% 176,663 $10.1M
Ethic Inc. 0.19% Add +1.1% 164,911 $9.5M
Treasurer of the State of North Carolina 0.04% Add +2.5% 157,389 $9.0M
Zimmer Partners, LP 0.16% Reduce -70.1% 157,200 $9.0M
Tredje AP-fonden 0.08% Reduce -18.0% 154,398 $8.9M
Prudential PLC 0.04% Reduce -8.0% 151,673 $8.7M
Teilinger Capital Ltd. 6.57% New 150,000 $8.6M
IFM Investors Pty Ltd 0.09% Reduce -4.7% 147,929 $8.5M
U.S. Capital Wealth Advisors, LLC 0.26% Add +1.4% 146,572 $8.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +14.9% 145,881 $8.4M
AMF Tjanstepension AB 0.06% Reduce -57.9% 143,021 $8.2M
GAMCO Investors 0.09% Reduce -1.0% 141,355 $8.1M
Asset Management One Co., Ltd. 0.03% Add +5.2% 140,325 $8.0M
State of Tennessee, Department of Treasury 0.03% Reduce -3.6% 136,244 $7.8M
Mn Services Vermogensbeheer B.V. 0.05% Add +1.6% 136,189 $7.8M
Credit Agricole S A 0.03% Add +51.8% 131,688 $7.6M
&partners 0.09% Add +85.5% 131,057 $7.5M
Ameriprise Financial Inc. 0.00% Add +7.4% 130,525 $7.5M
State of New Jersey Common Pension Fund D 0.03% No change 127,611 $7.3M
Natixis Advisors, LLC 0.01% Reduce -4.9% 126,593 $7.3M
Holocene Advisors, LP 0.02% Add +49.9% 126,542 $7.3M
Varma Mutual Pension Insurance Co 0.05% Reduce -11.4% 122,963 $7.1M
Public Employees Retirement System of Ohio 0.02% Reduce -30.1% 122,956 $7.1M
Storebrand Asset Management As 0.02% Add +28.7% 121,620 $7.0M
Cerity Partners LLC 0.02% Reduce -9.2% 115,591 $7.0M
Corebridge Financial, Inc. 0.04% Reduce -1.6% 118,327 $6.8M
Voya Investment Management LLC 0.01% Reduce -3.8% 116,052 $6.7M
Edgestream Partners, L.P. 0.28% Add +25.3% 113,443 $6.5M
Westpac Banking Corp. 0.43% Add +30.3% 112,409 $6.5M
Van Eck Associates Corp. 0.01% Add +9.4% 111,331 $6.4M
Wealthfront Advisers LLC 0.02% Add +13.3% 110,582 $6.4M
Resona Asset Management Co.,Ltd. 0.04% Reduce -1.9% 110,018 $6.3M
Quantbot Technologies LP 0.23% New 109,112 $6.3M
Panagora Asset Management Inc. 0.03% Add +102.9% 108,878 $6.3M
State of Michigan Retirement System 0.03% Add +1.1% 106,533 $6.1M
Allianz Asset Management GmbH 0.01% Reduce -12.7% 106,297 $6.1M
Guggenheim Capital LLC 0.05% Add +13.9% 104,192 $6.0M
Arizona State Retirement System 0.04% Add +2.9% 103,803 $6.0M
John G Ullman & Associates Inc. 0.87% Add +112.0% 103,450 $5.9M
Vontobel Holding Ltd. 0.02% Add +19.8% 103,239 $5.9M
Illinois Municipal Retirement Fund 0.08% Reduce -32.7% 102,772 $5.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -8.2% 101,719 $5.8M
ExodusPoint Capital Management, LP 0.06% Add +166.5% 101,228 $5.8M
Janney Montgomery Scott LLC 0.02% Add +7.1% 100,801 $5.8M
DekaBank Deutsche Girozentrale 0.01% No change 101,201 $5.7M
Crestline Management, L.P. 0.20% Reduce -6.3% 99,303 $5.7M
Harvest Portfolios Group Inc. 0.19% Add +16.5% 99,179 $5.7M
Cetera Investment Advisers 0.01% Add +14.6% 97,188 $5.6M
MetLife Investment Management, LLC 0.03% Add +4.3% 96,826 $5.6M
Tudor Investment Corporation 0.06% Reduce -44.8% 96,311 $5.5M
Two Sigma Advisers, LP 0.01% Add +1079.0% 95,500 $5.5M
Forsta Ap-Fonden 0.04% Add +0.4% 95,000 $5.5M
Morgan Dempsey Capital Management LLC 2.16% Add +41.0% 93,558 $5.4M
Creative Planning 0.01% Add +4.9% 90,388 $5.2M
Magnetar Financial LLC 0.14% Reduce -1.6% 90,042 $5.2M
Riverview Capital Advisers, LLC 1.54% Reduce -1.6% 89,083 $5.1M
Vennlight Capital Management, LP 4.81% — 88,171 $5.1M
Slagle Financial, LLC 2.27% Add +20.4% 87,901 $5.0M
Osaic Holdings, Inc. 0.01% Add +7.8% 85,647 $4.9M
ProShare Advisors LLC 0.01% Add +7.9% 82,879 $4.8M
Cohen & Steers, Inc. 0.01% Reduce -95.5% 82,115 $4.7M
Susquehanna Fundamental Investments, LLC 0.08% — 81,230 $4.7M
Candriam S.C.A. 0.03% Add +23.9% 81,140 $4.7M
Corient Private Wealth LP 0.01% Add +4.5% 80,332 $4.6M
Czech National Bank 0.04% Add +9.1% 79,444 $4.6M
Great Valley Advisor Group, Inc. 0.10% Add +8.7% 78,400 $4.5M
Twinbeech Capital LP 0.07% Reduce -82.7% 75,644 $4.3M
Capital Fund Management S.A. 0.04% New 75,460 $4.3M
Nisa Investment Advisors, LLC 0.02% Add +12.2% 73,096 $4.2M
Soltis Investment Advisors LLC 0.39% Add +36.6% 72,601 $4.2M
Xponance LLC 0.04% Add +4.6% 71,488 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +46.4% 70,723 $4.1M
FIL Ltd 0.00% Add +16.4% 69,429 $4.0M
Amalgamated Bank 0.03% Reduce -1.3% 69,027 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +16.5% 68,436 $3.9M
Vaughan David Investments LLC 0.09% Reduce -3.5% 65,888 $3.8M
Commerce Bank 0.02% Add +4.2% 65,320 $3.8M
Comerica Bank 0.02% Reduce -4.1% 65,203 $3.7M
Aventail Capital Group, LP 0.19% Reduce -92.4% 64,467 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -10.6% 63,012 $3.6M
Quantinno Capital Management LP 0.04% Add +93.8% 62,974 $3.6M
Castellan Group 1.54% New 62,036 $3.6M
Vanguard Personalized Indexing Management, LLC 0.05% Add +11.0% 61,981 $3.6M
Janus Henderson Group PLC 0.00% Reduce -16.5% 60,503 $3.5M
Two Sigma Investments, LP 0.01% Reduce -31.5% 60,145 $3.5M
Mariner, LLC 0.01% Reduce -3.9% 59,545 $3.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +6.6% 59,418 $3.4M
Utah Retirement Systems 0.04% Add +2.2% 59,331 $3.4M
Kempner Capital Management Inc. 1.84% No change 58,528 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.5% 57,786 $3.3M
Cibc World Markets Corp. 0.02% Add +18.9% 57,378 $3.3M
Raiffeisen Bank International AG 0.05% — 57,067 $3.3M
BTG Pactual Asset Management US LLC 0.42% Reduce -48.2% 56,909 $3.3M
Plato Investment Management Ltd 0.24% Add +0.7% 55,724 $3.2M
Daiwa Securities Group Inc. 0.01% Reduce -1.3% 55,894 $3.2M
HighTower Advisors, LLC 0.00% Reduce -5.5% 55,890 $3.2M
New York Life Investment Management LLC 0.03% Add +6.0% 55,664 $3.2M
CIBC Asset Management Inc 0.01% Add +6.5% 55,454 $3.2M
USS Investment Management Ltd 0.02% Reduce -38.6% 55,447 $3.2M
Bank of Nova Scotia 0.01% Reduce -57.8% 54,897 $3.2M
Engineers Gate Manager LP 0.05% Reduce -62.9% 54,263 $3.1M
Kestra Private Wealth Services, LLC 0.05% Add +36.5% 53,476 $3.1M
Marshall Wace, LLP 0.00% Add +134.0% 53,179 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -9.4% 52,639 $3.0M
Ostrum Asset Management 0.26% Reduce -23.9% 52,383 $3.0M
Baird Financial Group, Inc. 0.01% Add +131.3% 52,321 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% — 52,221 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -2.5% 50,699 $2.9M
Pinnacle Associates Ltd. 0.04% Reduce -0.9% 49,372 $2.8M
Agf Management Ltd. 0.01% Reduce -4.0% 48,964 $2.8M
Yousif Capital Management, LLC 0.03% Add +3.3% 48,576 $2.8M
B. Metzler seel. Sohn & Co. AG 0.03% Add +6.1% 48,459 $2.8M
Pathstone Holdings, LLC 0.01% Add +4.5% 47,843 $2.7M
ING Groep NV 0.02% Reduce -2.1% 46,797 $2.7M
Aquatic Capital Management LLC 0.07% Add +5.9% 46,068 $2.6M
Nissay Asset Management Corp. /Japan 0.02% Add +2.0% 45,553 $2.6M
Schroder Investment Management Group 0.00% Reduce -21.3% 45,066 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -0.3% 43,886 $2.5M
Burney Co./ 0.09% Add +2.3% 43,495 $2.5M
Generali Asset Management SPA SGR 0.06% — 41,856 $2.4M
State of Alaska, Department of Revenue 0.03% Add +0.7% 41,784 $2.4M
UniSuper Management Pty Ltd 0.02% Add +33.4% 41,622 $2.4M
Rafferty Asset Management, LLC 0.01% Reduce -0.1% 41,133 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +33.0% 40,231 $2.3M
Resources Management Corp. /CT/ 0.31% No change 38,920 $2.2M
LSV Asset Management 0.01% New 38,700 $2.2M
Aigen Investment Management, LP 0.39% Add +332.2% 38,122 $2.2M
Avanza Fonder AB 0.06% — 37,742 $2.2M
Mercer Global Advisors Inc. 0.01% Reduce -2.8% 37,621 $2.2M
Pacer Advisors, Inc. 0.00% Add +43.6% 37,608 $2.2M
Elo Mutual Pension Insurance Co 0.05% Add +19.5% 37,387 $2.1M
Captrust Financial Advisors 0.01% Add +1.4% 36,957 $2.1M
US Bancorp \de 0.00% Reduce -19.0% 36,567 $2.1M
STRS Ohio 0.01% New 36,258 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 36,166 $2.1M
Cwm, LLC 0.01% Reduce -3.4% 35,927 $2.1M
Somerset Trust Co 0.76% Add +5.0% 35,355 $2.0M
St Germain D J Co. Inc. 0.09% Add +18.7% 35,335 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -5.0% 34,959 $2.0M
Vident Advisory, LLC 0.04% Add +746.6% 34,897 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -14.2% 34,829 $2.0M
Mizuho Securities USA LLC 0.04% Add +49.9% 34,727 $2.0M
Neville Rodie & Shaw Inc. 0.14% Add +0.0% 34,297 $2.0M
Mondrian Investment Partners LTD 0.03% Reduce -3.2% 34,059 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -4.8% 34,066 $2.0M
Old Mission Capital LLC 0.05% New 33,746 $1.9M
South Dakota Investment Council 0.04% Add +24.9% 33,566 $1.9M
Stance Capital LLC 1.16% — 32,519 $1.9M
Oregon Public Employees Retirement Fund 0.03% Add +2.7% 31,465 $1.8M
Blair William & Co. 0.01% Reduce -2.4% 31,130 $1.8M
HRT Financial LP 0.01% Add +29.8% 31,130 $1.8M
Northcape Wealth Management, LLC 0.57% Add +0.9% 30,625 $1.8M
Ieq Capital, LLC 0.02% Reduce -16.4% 30,236 $1.7M
Redwood Investment Management, LLC 0.17% Add +2.7% 29,818 $1.7M
DC Investments Management, LLC 1.10% Add +78.9% 29,465 $1.7M
Steel Grove Capital Advisors, LLC 0.24% Reduce -3.7% 29,099 $1.7M
Kintegral Advisory, LLC 0.16% Reduce -4.5% 29,097 $1.7M
Hudson Bay Capital Management LP 0.01% New 28,877 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +3.8% 28,425 $1.6M
Groupama Asset Managment 0.03% Add +235.4% 28,457 $1.6M
Inceptionr LLC 0.36% Add +134.4% 28,377 $1.6M
Stoneridge Investment Partners LLC 0.58% New 28,134 $1.6M
M&T Bank Corp 0.01% Add +3.6% 27,845 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -19.1% 27,724 $1.6M
Gulf International Bank (UK) Ltd 0.04% Reduce -0.8% 27,279 $1.6M
Dynamic Advisor Solutions LLC 0.07% Add +1.5% 26,944 $1.5M
Essential Planning, LLC. 0.01% New 24,570 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 26,504 $1.5M
Heritage Trust Co 0.18% — 26,470 $1.5M
Stratos Wealth Advisors, LLC 0.07% Add +0.6% 25,421 $1.5M
Clarkston Capital Partners, LLC 0.03% No change 25,000 $1.4M
D.A. Davidson & Co. 0.01% Add +16.9% 24,910 $1.4M
Finivi Inc. 1.14% Add +161.7% 24,749 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +3.2% 24,699 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +9.6% 24,638 $1.4M
Kentucky Retirement Systems 0.04% Reduce -1.4% 24,559 $1.4M
Allianz SE 0.04% No change 24,584 $1.4M
Fifth Third Bancorp 0.01% Reduce -2.4% 24,097 $1.4M
Pensionfund Sabic 0.35% Add +36.6% 23,500 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% No change 22,971 $1.3M
Hartford Investment Management Co. 0.04% Add +1.5% 22,516 $1.3M
EP Wealth Advisors, LLC 0.01% Add +35.9% 22,274 $1.3M
Woodline Partners LP 0.01% New 22,004 $1.3M
Virtu Financial LLC 0.07% New 21,887 $1.3M
Essex Financial Services, Inc. 0.09% Add +4.2% 21,795 $1.3M
First PREMIER Bank 0.31% No change 21,512 $1.2M
Truist Financial Corp. 0.00% Add +5.6% 21,385 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +0.0% 21,331 $1.2M
Sterling Capital Management LLC 0.02% Add +58.6% 21,306 $1.2M
Brookstone Capital Management 0.02% Add +1.8% 21,206 $1.2M
Stonebridge Financial Group, LLC 0.13% — 21,168 $1.2M
Bard Financial Services, Inc. 0.15% Reduce -3.0% 21,060 $1.2M
NEOS Investment Management LLC 0.03% Add +31.4% 20,841 $1.2M
Tidal Investments LLC 0.01% Add +49.2% 20,663 $1.2M
AE Wealth Management LLC 0.01% Reduce -2.6% 20,475 $1.2M
Bollard Group LLC 0.03% Reduce -1.2% 20,104 $1.2M
Fox Run Management, L.L.C. 0.21% New 20,051 $1.2M
Profund Advisors LLC 0.04% Reduce -8.2% 19,788 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -2.0% 19,700 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -0.0% 19,676 $1.1M
Ascent Group, LLC 0.08% Add +1.2% 19,663 $1.1M
JB Capital LLC 0.06% Reduce -4.8% 19,637 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -14.8% 19,629 $1.1M
Atria Investments, Inc 0.01% Reduce -6.2% 19,613 $1.1M
Norinchukin Bank, The 0.02% Add +19.5% 19,457 $1.1M
MML Investors Services, LLC 0.00% Reduce -11.3% 19,014 $1.1M
Kestra Advisory Services, LLC 0.01% Add +8.6% 18,898 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% No change 18,869 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -12.5% 18,695 $1.1M
Investment Management Corp of Ontario 0.04% Add +60.2% 18,689 $1.1M
Polianta Ltd 0.51% New 18,600 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +1.5% 18,577 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -14.5% 18,551 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +5.8% 18,202 $1.0M
Icon Advisers Inc. 0.24% No change 18,000 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -52.1% 17,958 $1.0M
PFG Investments, LLC 0.06% Add +6.9% 17,948 $1.0M
Benjamin Edwards Inc. 0.01% Add +12.3% 17,923 $1.0M
Metis Global Partners, LLC 0.03% Add +6.2% 17,777 $1.0M
Principle Wealth Partners LLC 0.07% Add +0.0% 17,714 $1.0M
NorthCoast Asset Management LLC 0.01% Add +2.9% 17,594 $1.0M
Qsemble Capital Management, LP 0.13% Add +227.9% 17,542 $1.0M
Mork Capital Management, LLC 0.66% New 17,400 $999K
New Mexico Educational Retirement Board 0.03% Reduce -1.2% 17,016 $977K
Great Oak Capital Partners, LLC 0.32% Add +0.2% 17,350 $969K
Caprock Group, LLC 0.03% Reduce -11.6% 16,611 $954K
CIBC Private Wealth Group LLC 0.00% Add +0.7% 16,526 $937K
Camelot Portfolios, LLC 1.01% Reduce -8.2% 16,307 $937K
United Capital Financial Advisors, LLC 0.01% Reduce -16.7% 16,128 $926K
CBRE Investment Management Listed Real Assets LLC 0.02% Reduce -61.8% 16,043 $921K
Scientech Research LLC 0.26% Reduce -28.4% 15,998 $919K
Legacy Wealth Management, LLC / MS 0.36% Reduce -17.1% 15,950 $916K
Spirit of America Management Corp. 0.18% Add +32.6% 15,850 $910K
Code Waechter LLC 0.78% Add +2.3% 15,606 $896K
Intech Investment Management LLC 0.01% Reduce -61.7% 15,410 $885K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.5% 15,397 $884K
Penobscot Investment Management Company, Inc. 0.08% Reduce -7.9% 15,383 $883K
Zacks Investment Management 0.01% New 15,364 $882K
Private Advisor Group, LLC 0.01% Reduce -16.0% 15,325 $880K
Jane Street Group, LLC 0.00% Reduce -54.8% 14,910 $856K
Empowered Funds, LLC 0.01% Add +58.0% 14,830 $852K
Jump Financial, LLC 0.02% Add +100.3% 14,650 $841K
Park Avenue Securities LLC 0.01% Reduce -6.8% 14,461 $831K
Petrus Trust Company, LTA 0.08% Add +137.4% 14,405 $827K
McDonald Partners LLC 0.21% Add +16.3% 14,367 $825K
Bessemer Group Inc. 0.00% Add +62.5% 14,335 $823K
Federation des caisses Desjardins du Quebec 0.00% Add +11.9% 14,159 $813K
Union Savings Bank 0.40% Reduce -5.5% 14,114 $811K
Presima Securities ULC 0.20% No change 13,930 $800K
Ameritas Investment Partners, Inc. 0.03% Reduce -1.7% 13,876 $797K
Flagship Harbor Advisors, LLC 0.04% Add +3.0% 13,700 $787K
Rockland Trust Co. 0.04% Reduce -2.7% 13,670 $785K
Mystic Asset Management, Inc. 0.21% Add +44.9% 13,439 $772K
Ossiam 0.01% Reduce -62.8% 13,432 $771K
Eastern Bank 0.01% No change 13,266 $762K
Signaturefd, LLC 0.01% Add +11.0% 13,243 $761K
Landscape Capital Management, L.L.C. 0.08% Reduce -58.1% 13,232 $760K
Manske Wealth Management 0.30% — 13,225 $760K
Assenagon Asset Management S.A. 0.00% Reduce -2.5% 13,208 $759K
Verity & Verity, LLC 0.07% New 12,959 $744K
Trexquant Investment LP 0.01% Reduce -65.1% 12,493 $717K
Gsa Capital Partners LLP 0.05% Reduce -72.8% 12,476 $716K
Prosperity Consulting Group, LLC 0.05% Reduce -1.4% 12,363 $710K
Versor Investments LP 0.12% New 12,300 $706K
Savant Capital, LLC 0.01% Add +2.9% 12,202 $701K
OMERS ADMINISTRATION Corp 0.01% No change 12,143 $697K
Armstrong Advisory Group, Inc. 0.06% Reduce -2.6% 12,087 $694K
Nomura Holdings Inc. 0.00% New 12,067 $693K
Empirical Finance, LLC 0.04% Reduce -1.3% 11,889 $683K
Vestcor Inc 0.02% Add +14.3% 11,714 $673K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +2.7% 11,632 $668K
Trivium Point Advisory, LLC 0.08% Reduce -7.9% 11,578 $665K
OneDigital Investment Advisors LLC 0.01% Reduce -7.4% 11,513 $661K
SG Americas Securities, LLC 0.00% Reduce -90.0% 11,377 $653K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -44.5% 11,351 $652K
HB Wealth Management, LLC 0.01% Reduce -14.3% 11,337 $651K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 11,072 $636K
Advisors Capital Management, LLC 0.01% Add +76.8% 11,017 $633K
Centerpoint Advisors, LLC 0.22% No change 10,983 $631K
Entropy Technologies, LP 0.06% Reduce -62.9% 10,946 $629K
Allstate Corp. 0.02% New 10,927 $628K
Wilkins Investment Counsel Inc. 0.09% Reduce -0.7% 10,875 $625K
Advisory Services Network, LLC 0.01% New 10,731 $616K
Bahl & Gaynor LLC 0.00% Reduce -18.7% 10,572 $607K
Sowa Financial Group, Inc. 0.38% Reduce -2.8% 10,570 $607K
Shell Asset Management Co. 0.03% Reduce -15.5% 10,483 $602K
Modern Wealth Management, LLC 0.02% Add +6.9% 10,269 $590K
Rockefeller Capital Management L.P. 0.00% Reduce -2.1% 10,049 $577K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +8.6% 10,016 $575K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -0.4% 10,011 $575K
Amica Mutual Insurance Co. 0.06% No change 9,930 $570K
Regions Financial Corp. 0.00% Reduce -0.1% 9,918 $570K
Coldstream Capital Management Inc. 0.01% Add +11.8% 9,874 $567K
Miller Howard Investments Inc. 0.02% Reduce -0.8% 9,860 $566K
QRG Capital Management, Inc. 0.01% Reduce -3.1% 9,808 $563K
Blueshift Asset Management, LLC 0.21% Add +108.5% 9,788 $562K
Claro Advisors Inc. 0.07% Reduce -9.7% 9,457 $543K
Heritage Financial Services, LLC 0.07% No change 9,432 $542K
AlphaQuest LLC 0.07% Reduce -82.7% 9,388 $539K
Accurate Wealth Management, LLC 0.10% Add +159.6% 9,627 $536K
Apollon Wealth Management, LLC 0.01% Add +19.4% 9,312 $535K
V-Square Quantitative Management LLC 0.08% Reduce -1.0% 9,275 $533K
Live Oak Private Wealth LLC 0.09% Add +0.9% 9,230 $530K
Tableaux LLC 0.44% — 9,218 $529K
Sherbrooke Park Advisers LLC 0.17% Reduce -10.0% 9,180 $527K
First Manhattan Co. Llc. 0.00% Add +2.9% 9,131 $524K
Concourse Financial Group Securities, Inc. 0.03% Reduce -10.1% 9,381 $523K
Keybank National Association 0.00% Add +2.6% 9,090 $522K
Cape Cod Five Cents Savings Bank 0.05% No change 7,668 $522K
Allworth Financial LP 0.00% Add +19.6% 9,285 $518K
Central Pacific Bank - Trust Division 0.07% No change 9,000 $517K
iSAM Funds (UK) Ltd 0.38% Reduce -22.4% 8,981 $516K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.4% 8,882 $510K
Valmark Advisers, Inc. 0.01% Add +0.3% 8,845 $508K
Fiduciary Trust Co 0.01% Add +0.8% 8,756 $503K
Paloma Partners Management Co 0.05% New 8,723 $501K
Finer Wealth Management, Inc. 0.29% No change 8,712 $500K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.5% 8,712 $500K
Bryce Point Capital, LLC 0.14% — 8,656 $497K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -30.6% 8,587 $493K
Beacon Pointe Advisors, LLC 0.01% Add +3.5% 8,571 $492K
New England Capital Financial Advisors LLC 0.24% Reduce -5.0% 8,497 $488K
Sound Income Strategies, LLC 0.03% Add +0.6% 8,421 $484K
Baker Ellis Asset Management LLC 0.07% Reduce -13.2% 8,409 $483K
First Hawaiian Bank 0.02% No change 8,371 $481K
Schnieders Capital Management LLC 0.10% Add +6.4% 8,337 $479K
Brown Advisory Inc. 0.00% Add +10.2% 8,188 $470K
NorthRock Partners, LLC 0.02% Reduce -17.4% 8,178 $470K
Greenleaf Trust 0.00% Reduce -14.6% 8,165 $469K
Everett Harris & Co. 0.01% Add +125.2% 8,093 $465K
Chatham Capital Group, Inc. 0.08% Reduce -10.9% 8,047 $462K
Belpointe Asset Management LLC 0.03% Reduce -1.0% 6,709 $453K
Evergreen Capital Management LLC 0.01% Add +8.1% 7,888 $453K
Glenview Trust Co 0.01% Add +48.5% 7,859 $451K
My Legacy Advisors, LLC 0.17% Reduce -7.5% 7,964 $451K
Welch & Forbes LLC 0.01% No change 7,803 $448K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.6% 7,752 $445K
Whittier Trust Co. 0.01% Add +3.3% 7,732 $444K
Moneco Advisors, LLC 0.05% Add +16.3% 7,651 $439K
Huber Capital Management LLC 0.09% Reduce -33.2% 7,629 $438K
Daymark Wealth Partners, LLC 0.02% Add +0.1% 7,606 $437K
Capstone Investment Advisors, LLC 0.01% Add +11.6% 7,606 $437K
Quantitative Investment Management, LLC 0.03% New 7,607 $436K
Valley Brook Capital Group, Inc. 0.32% No change 7,528 $432K
Hills Bank & Trust Co 0.03% No change 7,490 $430K
Mindset Wealth Management, LLC 0.16% Reduce -3.3% 7,420 $426K
Stratos Wealth Partners, LTD. 0.01% Reduce -17.1% 7,377 $424K
Compagnie Lombard Odier SCmA 0.01% No change 7,374 $423K
Meeder Advisory Services, Inc. 0.03% Add +15.5% 7,277 $418K
Tiaa Trust, National Association 0.00% Reduce -20.3% 7,153 $411K
Gallagher Fiduciary Advisors, LLC 0.08% Add +8.3% 7,007 $402K
Crestwood Advisors Group, LLC 0.01% Add +108.8% 6,974 $400K
Intrua Financial, LLC 0.06% Add +45.1% 6,918 $397K
Oak Thistle LLC 0.12% New 6,871 $395K
Prosperity Wealth Management, Inc. 0.16% Add +0.7% 6,850 $393K
Sachetta, LLC 0.15% Add +0.2% 6,773 $389K
Aptus Capital Advisors, LLC 0.00% Add +6.4% 6,739 $387K
Leslie Global Wealth, LLC 0.17% Reduce -13.2% 6,555 $376K
Centiva Capital, LP 0.01% New 6,552 $376K
Praxis Investment Management Inc. 0.02% Reduce -53.5% 6,530 $375K
Wedbush Securities Inc. 0.01% Add +20.6% 6,524 $375K
Compound Planning, Inc. 0.02% Reduce -1.3% 6,335 $364K
Connecticut Wealth Management, LLC 0.02% Add +10.4% 6,223 $357K
Tocqueville Asset Management L.P. 0.01% Reduce -29.1% 6,210 $357K
Csenge Advisory Group 0.02% Reduce -14.4% 6,195 $356K
Cable Hill Partners, LLC 0.04% Add +46.7% 6,188 $355K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 6,163 $354K
Modera Wealth Management, LLC 0.00% Add +1.8% 6,160 $354K
Savior LLC 2.02% No change 6,150 $353K
Merit Financial Group, LLC 0.01% Add +35.6% 6,131 $352K
Hilltop Holdings Inc. 0.02% New 6,024 $346K
Seeds Investor LLC 0.10% Reduce -18.1% 5,997 $344K
KCM Investment Advisors LLC 0.01% Reduce -0.3% 5,992 $344K
Wealthspire Advisors, LLC 0.00% Reduce -6.8% 5,950 $342K
Welch Group, LLC 0.02% No change 5,936 $340K
Jones Financial Companies LLLP 0.00% Add +45.1% 5,915 $340K
Midwest Professional Planners, LTD. 0.10% Add +0.0% 5,908 $339K
HBK Sorce Advisory LLC 0.01% Reduce -1.1% 5,865 $337K
Quadcap Wealth Management, LLC 0.05% Add +0.5% 5,826 $335K
Fisher Asset Management 0.00% Reduce -52.8% 5,810 $334K
Pitcairn Co. 0.02% Add +65.5% 5,760 $331K
CW Advisors, LLC 0.00% Add +92.3% 5,682 $326K
Blue Fin Capital, Inc. 0.06% No change 5,681 $326K
Kelly Financial Group LLC 0.12% — 5,679 $326K
Asahi Life Asset Management Co., LTD. 0.20% Reduce -5.0% 5,660 $325K
Ballentine Partners, LLC 0.01% Add +34.2% 5,657 $325K
Prossimo Advisors, LLC 0.23% Reduce -8.0% 5,585 $321K
Bensler, LLC 0.04% No change 5,568 $320K
SC&H Financial Advisors, Inc. 0.07% Reduce -15.4% 5,516 $317K
GAMMA Investing LLC 0.03% Reduce -0.4% 5,498 $316K
Advisor OS, LLC 0.04% Add +8.1% 5,462 $314K
Alpha Family Trust 0.18% No change 5,440 $312K
American State Bank (Iowa) 0.19% No change 5,436 $312K
Barry Investment Advisors, LLC 0.10% Add +0.0% 5,411 $311K
Mufg Securities Americas Inc. 0.04% — 5,410 $311K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 5,271 $303K
Choreo, LLC 0.00% Reduce -11.9% 5,215 $299K
Huntington National Bank 0.00% Reduce -11.3% 5,191 $298K
Quadrant Capital Group LLC 0.02% Reduce -4.6% 5,101 $293K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -3.0% 4,275 $291K
Old North State Wealth Management, LLC 0.16% Add +16.7% 5,052 $291K
Destination Wealth Management 0.01% Add +5.5% 5,000 $287K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -17.2% 4,932 $283K
Parallel Advisors, LLC 0.01% Add +11.3% 4,922 $283K
Wells Trecaso Financial Group, LLC 0.09% No change 4,922 $283K
Spinnaker Trust 0.02% No change 4,915 $282K
CFS Investment Advisory Services, LLC 0.03% Reduce -31.5% 4,911 $282K
Summit Trail Advisors, LLC 0.01% Add +4.6% 4,893 $281K
Horizon Investments, LLC 0.01% Add +0.8% 4,889 $281K
Consilium Wealth Advisory, LLC 0.13% Reduce -7.3% 4,887 $281K
Campbell & CO Investment Adviser LLC 0.02% Reduce -82.2% 4,860 $279K
Wilmington Savings Fund Society, FSB 0.01% Add +22.4% 4,852 $279K
Lake Street Advisors Group, LLC 0.01% Reduce -0.4% 4,850 $279K
MJP Associates Inc. 0.05% Add +9.2% 4,835 $278K
J.W. Cole Advisors, Inc. 0.01% Add +2.0% 4,803 $276K
Bleakley Financial Group, LLC 0.01% Reduce -2.0% 4,734 $272K
Clarius Group, LLC 0.02% Add +2.7% 4,725 $271K
HighPoint Advisor Group LLC 0.01% Add +2.9% 4,362 $268K
Perigon Wealth Management, LLC 0.01% Add +31.6% 4,602 $267K
Beaumont Financial Advisors, LLC 0.02% Reduce -7.3% 4,639 $266K
Bar Harbor Wealth Management 0.02% Reduce -4.0% 4,590 $264K
Oxler Private Wealth LLC 0.09% Reduce -12.4% 4,572 $263K
Cresset Asset Management, LLC 0.00% Reduce -87.3% 4,569 $262K
Shore Point Advisors, LLC 0.14% No change 4,542 $261K
Cascade Financial Partners, LLC 0.03% No change 4,521 $260K
Trueblood Wealth Management, LLC 0.13% Add +0.1% 4,496 $258K
Grace & White Inc. 0.05% No change 4,418 $254K
Dynasty Wealth Management, LLC 0.00% Add +1.3% 4,414 $253K
Canada Post Corp Registered Pension Plan 0.01% — 4,390 $252K
IHT Wealth Management, LLC 0.01% Reduce -0.4% 4,366 $251K
World Investment Advisors 0.01% Add +6.8% 4,356 $250K
Impact Capital Partners LLC 0.09% — 4,339 $249K
Stablepoint Partners, LLC 0.05% No change 4,324 $248K
Hantz Financial Services, Inc. 0.00% Add +19.4% 4,325 $248K
Abel Hall, LLC 0.16% Add +0.3% 4,314 $248K
Orion Porfolio Solutions, LLC 0.00% New 4,277 $246K
Orion Portfolio Solutions, LLC 0.00% New 4,277 $246K
Formidable Asset Management, LLC 0.04% No change 4,252 $244K
Clifford Swan Investment Counsel LLC 0.01% No change 4,250 $244K
Beirne Wealth Consulting Services, LLC 0.09% Reduce -0.2% 4,242 $244K
Snowden Capital Advisors LLC 0.01% Add +0.3% 4,180 $240K
Nwam LLC 0.01% Reduce -9.2% 4,162 $239K
Independent Advisor Alliance 0.00% Add +3.8% 4,121 $237K
IFP Advisors, Inc 0.01% Add +130.4% 4,037 $232K
Spire Wealth Management 0.01% Add +31.5% 4,029 $231K
LVW Advisors, LLC 0.03% Reduce -3.4% 4,022 $231K
SageView Advisory Group, LLC 0.01% Reduce -6.6% 4,012 $230K
Flputnam Investment Management Co. 0.00% Reduce -19.8% 4,008 $230K
Viking Fund Management LLC 0.04% No change 4,000 $230K
Beacon Bank & Trust 0.05% Reduce -42.9% 4,000 $230K
Retirement Planning Co of New England, Inc. 0.11% New 3,967 $228K
Frank, Rimerman Advisors LLC 0.02% Add +0.1% 3,950 $227K
Graypoint LLC 0.01% Reduce -3.5% 3,942 $226K
Melfa Wealth Management, Inc. 0.15% No change 3,941 $226K
CENTRAL TRUST Co 0.01% Add +11.3% 3,918 $225K
Sterling Investment Counsel, LLC 0.15% No change 3,910 $225K
Trust Co. of Vermont 0.01% No change 3,897 $224K
Fortis Group Advisors, LLC 0.04% No change 3,891 $223K
Oxford Asset Management LLP 0.10% New 3,879 $223K
Machina Capital S.A.S. 0.09% Reduce -7.4% 3,879 $223K
Kingsview Wealth Management, LLC 0.00% Reduce -1.3% 3,871 $222K
Prospera Financial Services Inc 0.01% Add +2.6% 3,868 $222K
Cozad Asset Management Inc. 0.02% No change 3,864 $222K
Hurlow Wealth Management Group, Inc. 0.07% Reduce -2.0% 3,841 $221K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,828 $220K
DAVENPORT & Co LLC 0.00% Reduce -8.1% 3,824 $220K
Quantum Portfolio Management LLC 0.12% New 3,810 $219K
Aaron Wealth Advisors LLC 0.03% Add +7.2% 3,797 $218K
Maven Securities LTD 0.04% New 3,784 $217K
Hamilton Capital, LLC 0.02% Add +0.4% 3,744 $215K
Checchi Capital Advisers, LLC 0.02% Reduce -2.4% 3,740 $215K
Catalyst Financial Partners LLC 0.04% Reduce -8.7% 3,731 $214K
Gotham Asset Management 0.00% Reduce -5.5% 3,730 $214K
Tranquilli Financial Advisor LLC 0.14% No change 3,716 $213K
Apella Capital, LLC 0.01% Reduce -1.6% 3,690 $212K
Thomasville National Bank 0.02% Reduce -14.0% 3,686 $212K
Vise Technologies, Inc. 0.02% Reduce -24.2% 3,682 $211K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.13% — 3,680 $211K
Cigna Investments Inc. 0.04% No change 3,658 $210K
Flow Traders U.S. LLC 0.01% New 3,649 $210K
Flynn Zito Capital Management, LLC 0.10% Add +1.2% 3,655 $210K
Capital Investment Advisors, LLC 0.00% New 3,627 $208K
LGT Group Foundation 0.00% No change 3,585 $206K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -2.9% 3,583 $206K
Cadence Wealth Management LLC 0.13% No change 3,521 $202K
Axxcess Wealth Management, LLC 0.01% No change 3,496 $201K
LongView Wealth Management 0.06% Add +1.3% 3,493 $201K
Putney Financial Group LLC 0.18% — 3,460 $199K
Private Trust Co. NA 0.02% Add +2.1% 3,137 $180K
Arax Advisory Partners 0.01% Add +1462.6% 3,094 $178K
Sandy Spring Bank 0.01% No change 3,091 $178K
Mather Group, Llc. 0.00% Reduce -5.0% 2,832 $163K
Continuum Advisory, LLC 0.02% Reduce -15.0% 2,735 $157K
Blue Trust, Inc. 0.00% Add +14.0% 2,676 $154K
Albion Financial Group 0.01% No change 2,644 $152K
Global Retirement Partners, LLC 0.00% Add +4.4% 2,639 $152K
Virtus Advisers, LLC 0.06% Reduce -6.5% 2,634 $151K
MAI Capital Management 0.00% New 2,633 $151K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% — 2,600 $149K
NBT Bank, N.A. 0.01% No change 2,600 $149K
Oliver Lagore Vanvalin Investment Group 0.04% New 2,502 $144K
EverSource Wealth Advisors, LLC 0.01% Add +41.9% 2,381 $137K
Walleye Capital LLC 0.00% Reduce -91.0% 2,373 $136K
Lindbrook Capital, LLC 0.01% Add +17.0% 2,346 $135K
Headlands Technologies LLC 0.01% New 2,326 $134K
Brown, Lisle/Cummings, Inc. 0.04% No change 2,316 $133K
Medallion Wealth Advisors, LLC 0.07% — 2,197 $132K
Montag A & Associates Inc. 0.01% No change 2,250 $129K
Farther Finance Advisors, LLC 0.00% Reduce -25.0% 2,249 $129K
Smartleaf Asset Management LLC 0.01% Add +20.3% 2,137 $122K
Richardson Financial Services Inc. 0.08% Reduce -9.3% 2,105 $121K
Principal Securities, Inc. 0.00% Add +24.5% 2,093 $120K
Y.D. More Investments Ltd 0.01% Add +7.4% 2,076 $119K
Centaurus Financial, Inc. 0.01% No change 2,046 $118K
Leonteq Securities AG 0.01% Add +734.6% 2,028 $116K
Parkside Financial Bank & Trust 0.02% Add +1.8% 1,991 $114K
AdvisorNet Financial, Inc 0.01% Reduce -4.1% 1,916 $110K
CI Investments Inc. 0.00% Add +33.5% 1,914 $110K
Quent Capital, LLC 0.01% Add +34.9% 1,885 $108K
Exchange Traded Concepts, LLC 0.00% Add +10.5% 1,855 $107K
Center for Financial Planning, Inc. 0.01% No change 1,803 $104K
Steph & Co. 0.03% Reduce -28.6% 1,775 $102K
Capital Analysts, LLC 0.00% No change 1,721 $99K
Federated Hermes, Inc. 0.00% Reduce -12.7% 1,715 $98K
CVA Family Office, LLC 0.02% Reduce -2.1% 1,700 $98K
Smithfield Trust Co 0.00% No change 1,673 $96K
SouthState Bank Corp 0.01% Reduce -4.5% 1,617 $93K
Whittier Trust Co. of Nevada Inc. 0.00% Add +11.1% 1,604 $92K
HM Payson & Co. 0.00% Reduce -3.3% 1,572 $90K
Hexagon Capital Partners LLC 0.02% Add +25.2% 1,544 $89K
Vision Financial Markets LLC 0.09% — 1,506 $86K
Geneos Wealth Management Inc. 0.00% Reduce -6.0% 1,497 $86K
Cullen/Frost Bankers, Inc. 0.00% Add +2271.4% 1,494 $86K
Crews Bank & Trust 0.01% — 1,482 $85K
PSI Advisors, LLC 0.03% Reduce -0.5% 1,481 $85K
Ascentis Wealth Management, LLC 0.03% Reduce -3.0% 1,428 $82K
GeoWealth Management, LLC 0.00% Add +8.3% 1,420 $82K
Sentry Investment Management LLC 0.04% Reduce -14.0% 1,406 $81K
TD Private Client Wealth LLC 0.00% Reduce -15.9% 1,399 $80K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.9% 1,341 $77K
Tsfg, LLC 0.02% No change 1,330 $76K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,312 $75K
AlphaMark Advisors, LLC 0.03% No change 1,297 $74K
Ransom Advisory, Ltd 0.03% No change 1,253 $72K
Holos Integrated Wealth LLC 0.05% — 1,249 $72K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -28.6% 1,246 $72K
Pension & Wealth Management Advisors, Inc. 0.03% Add +980.5% 1,221 $70K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.9% 1,194 $69K
Nemes Rush Group LLC 0.01% Add +816.0% 1,200 $69K
Washington Trust Advisors, Inc. 0.01% Reduce -2.3% 1,171 $67K
Amica Retiree Medical Trust 0.06% No change 1,169 $67K
Wingate Wealth Advisors, Inc. 0.06% — 1,134 $65K
FSA Wealth Management LLC 0.03% No change 1,105 $63K
Rothschild Investment LLC 0.00% Reduce -9.2% 1,098 $63K
Manchester Capital Management LLC 0.01% Reduce -2.4% 1,087 $62K
Brown Brothers Harriman & Co. 0.00% Reduce -82.3% 1,085 $62K
First Community Trust NA 0.04% No change 1,080 $62K
Granite FO LLC 0.03% No change 1,000 $57K
Flagship Wealth Advisors, LLC 0.03% — 993 $57K
Loomis Sayles & Co. L P 0.00% New 993 $57K
Tortoise Investment Management, LLC 0.01% No change 990 $57K
GoalVest Advisory LLC 0.02% No change 981 $56K
Penserra Capital Management LLC 0.00% Add +3090.0% 957 $54K
CoreFirst Bank & Trust 0.03% No change 907 $52K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 874 $50K
Addison Advisors LLC 0.01% No change 860 $49K
Bangor Savings Bank 0.00% Add +41.2% 853 $49K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $49K
Farmers & Merchants Investments Inc. 0.00% No change 850 $49K
Quarry LP 0.01% Add +207.4% 833 $48K
Crowley Wealth Management, Inc. 0.04% — 800 $46K
Gould Capital, LLC 0.03% No change 800 $46K
Glass Jacobson Investment Advisors llc 0.01% No change 787 $45K
Deseret Mutual Benefit Administrators 0.02% No change 785 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -29.8% 776 $45K
Mowery & Schoenfeld Wealth Management, LLC 0.09% Add +8.2% 766 $44K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 725 $42K
Perkins Coie Trust Co 0.01% No change 734 $42K
Brooklyn Investment Group 0.01% Add +60.1% 727 $42K
Sanctuary Wealth Management, L.L.C. 0.03% No change 719 $41K
Asset Dedication, LLC 0.00% New 718 $41K
Pathway Financial Advisers, LLC 0.01% Reduce -98.5% 712 $41K
UMB Bank, n.a. 0.00% Add +38.4% 710 $41K
First Horizon Advisors, Inc. 0.00% Reduce -34.9% 697 $40K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.6% 696 $40K
Heritage Wealth Advisors 0.00% Add +2.2% 687 $39K
LGT Financial Advisors LLC 0.09% Add +0.1% 680 $39K
Acadian Asset Management LLC 0.00% Reduce -58.1% 696 $39K
Raleigh Capital Management Inc. 0.01% Add +25.2% 676 $39K
Larson Financial Group LLC 0.00% Add +13.1% 640 $37K
Broadwater Capital Management LLC 0.03% No change 620 $36K
CoreCap Advisors, LLC 0.00% Add +168.7% 610 $35K
Ofi Invest Asset Management 0.00% — 626 $35K
Venturi Wealth Management, LLC 0.00% Add +104.5% 589 $34K
Pinney & Scofield, Inc. 0.03% — 580 $33K
Clearstead Advisors, LLC 0.00% Reduce -27.1% 580 $33K
DT Investment Partners, LLC 0.00% No change 577 $33K
Cromwell Holdings LLC 0.02% No change 575 $33K
Caldwell Trust Co 0.00% Reduce -4.7% 574 $33K
MV Capital Management, Inc. 0.00% Reduce -28.2% 560 $32K
Salem Investment Counselors Inc. 0.00% No change 545 $31K
Assetmark, Inc. 0.00% Add +99.2% 510 $29K
Kestra Investment Management, LLC 0.00% New 505 $29K
Sawyer & Company, Inc 0.01% No change 500 $29K
Bfsg, LLC 0.00% No change 500 $29K
Webster Bank, N. A. 0.00% Reduce -50.4% 500 $29K
Coston, McIsaac & Partners 0.01% No change 500 $28K
Independence Bank of Kentucky 0.00% No change 485 $28K
West Branch Capital LLC 0.01% Reduce -0.2% 478 $27K
Oakworth Capital, Inc. 0.00% No change 467 $27K
Bogart Wealth, LLC 0.00% Add +55.0% 454 $26K
Mizuho Bank, Ltd. 0.01% New 450 $26K
Piscataqua Savings Bank 0.02% No change 450 $26K
WASHINGTON TRUST Co 0.00% Add +88.9% 425 $24K
Chesapeake Asset Management LLC 0.02% No change 400 $23K
R Squared Ltd 0.02% — 390 $22K
Rise Advisors, LLC 0.01% Reduce -18.9% 385 $22K
Tucker Asset Management LLC 0.01% Reduce -72.3% 384 $22K
Harbour Investments, Inc. 0.00% Reduce -9.6% 348 $20K
Paladin Advisory Group, LLC 0.01% No change 334 $19K
Hanson & Doremus Investment Management 0.00% No change 328 $19K
VSM Wealth Advisory, LLC 0.01% — 323 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 320 $18K
Private Wealth Management Group, LLC 0.01% Add +42.3% 306 $18K
Hilltop National Bank 0.01% No change 300 $17K
Delta Asset Management LLC 0.00% No change 300 $17K
Colonial Trust Advisors 0.00% No change 293 $17K
Zions Bancorporation, N.A. 0.00% Add +10.8% 287 $16K
Gleason Group, Inc. 0.00% Add +1.4% 284 $16K
Hall Laurie J Trustee 0.01% No change 270 $16K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 266 $15K
First Command Advisory Services, Inc. 0.00% No change 262 $15K
Covestor Ltd 0.01% Add +4.3% 264 $15K
Bruce G. Allen Investments, LLC 0.01% Reduce -2.6% 261 $15K
Golden State Wealth Management, LLC 0.00% — 248 $14K
Anchor Investment Management, LLC 0.00% No change 246 $14K
Criterion Capital Advisors, LLC 0.01% No change 248 $14K
GW&K Investment Management, LLC 0.00% Add +10.1% 251 $14K
Chilton Capital Management LLC 0.00% Add +1738.5% 239 $14K
Creative Financial Designs Inc. 0.00% Add +2875.0% 238 $14K
BankPlus Trust Department 0.00% — 232 $13K
Atticus Wealth Management, LLC 0.00% No change 220 $13K
MPWM Advisory Solutions, LLC 0.01% — 218 $13K
SJS Investment Consulting Inc. 0.00% Reduce -3.5% 218 $13K
Financial Life Planners 0.01% — 214 $12K
Financial Perspectives, Inc 0.00% No change 210 $12K
TCTC Holdings, LLC 0.00% Add +663.0% 206 $12K
ESL Trust Services, LLC 0.00% New 200 $11K
Investors Research Corp 0.00% No change 199 $11K
Coppell Advisory Solutions LLC 0.00% No change 199 $11K
Castleview Partners, LLC 0.01% No change 196 $11K
Valley National Advisers Inc. 0.00% No change 194 $11K
North Star Investment Management Corp. 0.00% No change 191 $11K
Meeder Asset Management Inc. 0.00% New 188 $11K
2UniFi Bank 0.01% — 187 $11K
City State Bank 0.00% No change 187 $11K
Versant Capital Management, Inc 0.00% Reduce -32.6% 182 $10K
Red Tortoise LLC 0.01% No change 181 $10K
Colonial Trust Co / SC 0.00% Add +2075.0% 174 $10K
Pineridge Advisors LLC 0.00% No change 161 $9K
Midwest Capital Advisors, LLC 0.01% — 155 $9K
Avior Wealth Management, LLC 0.00% Add +2.7% 154 $9K
Synergy Asset Management, LLC 0.00% New 129 $9K
WealthCollab, LLC 0.01% Add +50.0% 150 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +65.6% 149 $9K
Pingora Partners LLC 0.01% No change 140 $8K
Westside Investment Management, Inc. 0.00% No change 134 $8K
Concord Wealth Partners 0.00% Add +0.8% 133 $8K
MCF Advisors LLC 0.00% Add +37.1% 133 $8K
LRI Investments, LLC 0.00% No change 131 $8K
Painted Porch Advisors LLC 0.00% New 127 $7K
Robbins Farley 0.00% No change 125 $7K
Ameriflex Group, Inc. 0.00% — 120 $7K
WPG Advisers, LLC 0.01% — 120 $7K
Compass Wealth Management LLC 0.00% No change 119 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 118 $7K
SWAN Capital LLC 0.00% No change 117 $7K
Harbor Investment Advisory, LLC 0.00% No change 115 $7K
Park Square Financial Group, LLC 0.00% — 113 $6K
GHP Investment Advisors, Inc. 0.00% Reduce -37.1% 112 $6K
Caitong International Asset Management Co., Ltd 0.01% — 112 $6K
Pin Oak Investment Advisors Inc. 0.01% No change 83 $6K
Lavaca Capital LLC 0.00% New 100 $6K
Abound Wealth Management 0.00% Reduce -5.8% 97 $6K
Grove Bank & Trust 0.00% Add +111.1% 95 $5K
Dunhill Financial, LLC 0.00% Add +25.0% 95 $5K
Bell Investment Advisors, Inc 0.00% Reduce -34.5% 91 $5K
Sierra Ocean, LLC 0.00% — 89 $5K
NFSG Corp 0.00% New 89 $5K
Wood Tarver Financial Group, LLC 0.00% — 97 $5K
Avion Wealth 0.00% Add +5.4% 97 $5K
JFS Wealth Advisors, LLC 0.00% Reduce -29.8% 85 $5K
High Note Wealth, LLC 0.00% New 80 $5K
Tompkins Financial Corp. 0.00% No change 75 $4K
Lowe Wealth Advisors, LLC 0.00% New 72 $4K
Gen-Wealth Partners Inc 0.00% Reduce -62.3% 72 $4K
Raffa Wealth Management, LLC 0.00% No change 71 $4K
Solstein Capital, LLC 0.00% No change 69 $4K
Synergy Investment Management, LLC 0.00% — 68 $4K
SBI Securities Co., Ltd. 0.00% — 65 $4K
McIlrath & Eck, LLC 0.00% Reduce -14.7% 58 $3K
Trifecta Capital Advisors, LLC 0.00% No change 56 $3K
Beacon Capital Management, LLC 0.00% No change 54 $3K
Hemington Wealth Management 0.00% Reduce -13.9% 68 $3K
New Wave Wealth Advisors LLC 0.00% New 46 $3K
Carolinas Wealth Consulting LLC 0.00% Add +7.0% 46 $3K
Sunbelt Securities, Inc. 0.00% No change 46 $3K
Provenance Wealth Advisors, LLC 0.00% No change 45 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 43 $2K
Winch Advisory Services, LLC 0.00% No change 42 $2K
Transce3nd, LLC 0.00% — 41 $2K
Millstone Evans Group, LLC 0.00% — 40 $2K
Pacifica Partners Inc. 0.00% No change 40 $2K
Ridgewood Investments LLC 0.00% No change 34 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 34 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 31 $2K
Ancora Advisors LLC 0.00% No change 31 $2K
Clark Wealth Partners 0.00% — 28 $2K
Bokf, NA 0.00% New 28 $2K
BOK Financial Private Wealth, Inc. 0.00% New 26 $1K
TD Capital Management LLC 0.00% No change 25 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -14.3% 24 $1K
Key Financial Inc 0.00% No change 24 $1K
True Wealth Design, LLC 0.00% Reduce -96.9% 24 $1K
Cornerstone Planning Group LLC 0.00% Reduce -22.2% 21 $1K
Friedenthal Financial 0.00% No change 21 $1K
Fortitude Family Office, LLC 0.00% Reduce -73.4% 21 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Capital A Wealth Management, LLC 0.00% — 19 $1K
Strengthening Families & Communities, LLC 0.00% No change 10 $1K
First Financial Corp. 0.00% New 17 $976
Nvwm, LLC 0.00% Add +180.0% 14 $804
Country Trust Bank 0.00% No change 13 $747
TFC Financial Management, Inc. 0.00% Reduce -45.5% 12 $690
WealthTrak Capital Management LLC 0.00% — 10 $575
Highline Wealth Partners LLC 0.00% Reduce -44.4% 10 $574
1620 Investment Advisors, Inc. 0.00% No change 9 $496
Eagle Bay Advisors LLC 0.00% Reduce -68.0% 8 $465
Financial Management Professionals, Inc. 0.00% Reduce -57.9% 8 $459
Principia Wealth Advisory, LLC 0.00% — 7 $402
Global Financial Private Client, LLC 0.00% New 7 $402
Parkworth Wealth Management, Inc. 0.00% — 6 $345
Winnacle Wealth LLC 0.00% — 6 $307
Sugar Maple Asset Management, LLC 0.00% New 5 $287
NewSquare Capital LLC 0.00% New 4 $230
Lanark Financial, Inc. 0.01% — 2 $147
Valued Wealth Advisors LLC 0.00% No change 2 $115
SOA Wealth Advisors, LLC. 0.00% No change 1 $66
Winthrop Capital Management, LLC 0.00% New 6 $0

"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.