Eversource EnergyES

13F holders, Q1 2025 (March 31)
890holders +16
104new positions
89sold out
8famous investors
$62.09avg. 13F price*

At the end of Q1 2025, 890 institutions reported holding Eversource Energy (ES) in their 13F filings, up 16 from Q4 2024. 104 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($2.4B) and State Street Corp. ($1.7B). 8 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions104$222.3M
Exits89$197.8M

All 13F filers, Q4 2024 → Q1 2025: 21,285,823 shares bought and 19,441,348 shares sold, net +1,844,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 890 holders

Vanguard Group Inc. 0.05% Add +0.8% 44,961,496 $2.8B
BlackRock, Inc. 0.05% Add +1.7% 39,409,702 $2.4B
State Street Corp. 0.07% Add +1.0% 26,877,216 $1.7B
Wellington Management Group LLP 0.21% Add +4.5% 17,209,804 $1.1B
FMR LLC 0.04% Add +47.1% 10,817,948 $671.9M
Geode Capital Management, LLC 0.04% Reduce -5.2% 9,061,453 $561.0M
Magellan Asset Management Ltd 5.19% Add +6.2% 6,876,343 $427.1M
Amundi 0.15% Reduce -0.1% 6,478,568 $401.2M
Invesco Ltd. 0.07% Add +0.5% 6,036,393 $374.9M
Charles Schwab Investment Management Inc. 0.07% Reduce -40.7% 5,886,886 $365.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +3.4% 5,702,415 $354.2M
Morgan Stanley 0.02% Add +5.0% 5,417,889 $336.5M
Legal & General Group Plc 0.09% Add +3.2% 5,273,534 $327.5M
Nuveen, LLC 0.09% — 4,606,824 $286.1M
Northern Trust Corp. 0.04% Add +6.5% 3,939,023 $244.7M
American Century Companies Inc. 0.15% Reduce -17.1% 3,821,997 $237.4M
Norges Bank 0.03% Add +8.2% 3,556,103 $220.9M
UBS Group AG 0.05% Add +17.5% 3,472,155 $215.7M
Public Sector Pension Investment Board 0.92% Add +0.1% 3,423,589 $212.6M
ProShare Advisors LLC 0.43% Add +3631.7% 3,092,765 $192.1M
HSBC Holdings PLC 0.12% Add +8.2% 2,941,824 $182.2M
Bank of New York Mellon Corp 0.03% Reduce -6.8% 2,525,756 $156.9M
Mitsubishi UFJ Trust & Banking Corp 0.38% Reduce -32.6% 2,321,214 $144.2M
Goldman Sachs Group Inc. 0.03% Reduce -33.9% 2,244,744 $139.4M
Royal Bank of Canada 0.03% Reduce -7.2% 2,229,459 $138.5M
Franklin Resources Inc. 0.04% Reduce -12.7% 2,117,745 $131.5M
Bank of America Corp. 0.01% Add +34.6% 2,028,829 $126.0M
JPMorgan Chase & Co. 0.01% Add +28.2% 2,012,036 $125.0M
Nordea Investment Management AB 0.11% Reduce -3.4% 1,676,454 $104.0M
California Public Employees Retirement System 0.07% Reduce -0.2% 1,642,464 $102.0M
Deutsche Bank AG 0.04% Reduce -0.6% 1,573,875 $97.8M
Dimensional Fund Advisors LP 0.02% Add +3.3% 1,492,297 $92.7M
First Trust Advisors LP 0.08% Add +4.0% 1,376,339 $85.5M
M&G PLC 0.54% Reduce -11.1% 1,325,398 $82.2M
Caisse de depot et placement du Quebec 0.17% Reduce -5.0% 1,290,790 $80.2M
Barclays PLC 0.03% Add +7.3% 1,224,422 $76.0M
Mackenzie Financial Corp. 0.11% Add +1.3% 1,195,703 $74.3M
Empower Advisory Group, LLC 0.23% Add +4.6% 1,153,566 $71.6M
California State Teachers Retirement System 0.09% Reduce -0.3% 1,107,718 $68.8M
NFJ Investment Group, LLC 2.25% Reduce -1.0% 1,075,943 $66.8M
Macquarie Group Ltd. 0.08% Reduce -5.8% 1,062,101 $66.0M
Swiss National Bank 0.05% Add +2.4% 1,033,333 $64.2M
Boston Trust Walden Corp 0.45% Reduce -1.1% 990,619 $61.5M
Vest Financial, LLC 0.94% New 970,416 $60.3M
Wells Fargo & Company 0.01% Reduce -8.7% 966,338 $60.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +12.3% 924,527 $57.4M
Nomura Asset Management Co. Ltd. 0.17% Add +272.6% 900,463 $55.9M
BNP Paribas Financial Markets 0.04% Reduce -5.5% 899,352 $55.9M
Voloridge Investment Management, LLC 0.19% Add +43.2% 847,195 $52.6M
Aviva PLC 0.12% Add +17.1% 825,266 $51.3M
Gabelli Funds LLC 0.39% Reduce -2.0% 812,950 $50.5M
Rhumbline Advisers 0.05% Add +6.3% 781,176 $48.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +39.0% 762,875 $47.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.8% 735,720 $45.7M
New York State Common Retirement Fund 0.06% Add +12.7% 710,560 $44.1M
Old Republic International Corp. 1.70% Add +9.3% 703,933 $43.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.26% Add +3.0% 700,195 $43.5M
Aberdeen Group plc 0.08% Add +2.6% 681,267 $42.0M
CANADA LIFE ASSURANCE Co 0.07% Add +4.0% 666,500 $41.5M
Arrowstreet Capital, Limited Partnership 0.03% New 657,483 $40.8M
Canada Pension Plan Investment Board 0.04% No change 646,334 $40.1M
Swedbank AB 0.05% Add +6.9% 592,971 $36.8M
Bank of Montreal 0.02% Reduce -9.3% 592,776 $36.8M
Russell Investments Group, Ltd. 0.05% Reduce -27.3% 566,329 $35.2M
National Pension Service 0.03% Add +9.9% 528,981 $32.9M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 523,932 $32.5M
Swiss Life Asset Management Ltd 0.22% Reduce -1.5% 486,191 $30.2M
Millennium Management 0.03% Reduce -36.5% 482,744 $30.0M
Retirement Systems of Alabama 0.12% Reduce -1.1% 477,146 $29.6M
Alliancebernstein L.P. 0.01% Add +0.4% 476,607 $29.6M
Aventail Capital Group, LP 1.45% Add +630.9% 471,196 $29.3M
Stifel Financial Corp. 0.03% Add +94.2% 464,402 $28.8M
Royal London Asset Management Ltd. 0.07% Reduce -1.8% 455,922 $28.3M
Victory Capital Management Inc. 0.03% Add +106.9% 446,122 $27.7M
Man Group plc 0.08% Reduce -36.0% 439,224 $27.3M
Principal Financial Group Inc. 0.02% Add +3.5% 433,004 $26.9M
PNC Financial Services Group, Inc. 0.01% Reduce -0.9% 426,265 $26.5M
Baillie Gifford & Co. 0.02% Reduce -8.1% 417,379 $25.9M
Alps Advisors Inc. 0.14% Reduce -3.3% 393,533 $24.4M
AXA S.A. 0.08% Add +18.1% 390,075 $24.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +1.5% 388,610 $24.1M
Citigroup Inc. 0.02% Add +29.9% 370,798 $23.0M
Focus Partners Wealth 0.06% Reduce -15.9% 368,998 $22.9M
LPL Financial LLC 0.01% Add +40.5% 367,079 $22.8M
KLP Kapitalforvaltning As 0.11% Add +3.1% 366,593 $22.8M
Raymond James Financial Inc. 0.01% Reduce -1.1% 339,584 $21.1M
State Board of Administration of Florida Retirement System 0.04% Add +0.2% 337,018 $20.9M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -43.5% 334,734 $20.8M
Maryland State Retirement & Pension System 0.48% Add +1.9% 327,788 $20.4M
New York State Teachers Retirement System 0.04% Add +6.5% 312,550 $19.4M
Act Two Investors LLC 4.04% New 307,129 $19.1M
Duff & Phelps Investment Management Co. 0.22% Reduce -58.4% 303,840 $18.9M
Danske Bank A/S 0.06% Reduce -11.9% 297,314 $18.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -18.8% 294,747 $18.3M
Envestnet Asset Management Inc. 0.01% Reduce -22.4% 292,674 $18.2M
Los Angeles Capital Management LLC 0.08% Reduce -21.9% 291,945 $18.1M
KBC Group NV 0.06% Reduce -8.7% 291,186 $18.1M
AQR Capital Management 0.02% Reduce -32.9% 285,825 $17.6M
National Bank of Canada 0.02% Add +4.6% 281,151 $17.5M
Commonwealth Equity Services, LLC 0.02% Add +6.6% 279,541 $17.4M
Robeco Institutional Asset Management B.V. 0.03% Reduce -32.6% 276,094 $17.1M
Panagora Asset Management Inc. 0.08% Add +148.6% 270,663 $16.8M
Abn Amro Investment Solutions 0.35% Add +30.2% 269,992 $16.8M
State of Wisconsin Investment Board 0.04% Add +16.0% 268,811 $16.7M
Invenomic Capital Management LP 0.84% Reduce -68.6% 266,551 $16.6M
Sound Income Strategies, LLC 0.98% Add +3061.6% 266,242 $16.5M
Korea Investment CORP 0.04% Reduce -2.6% 264,278 $16.4M
Sei Investments Co. 0.02% Reduce -21.9% 258,238 $16.0M
DNB Asset Management AS 0.07% Reduce -12.8% 249,014 $15.5M
Pictet Asset Management Holding SA 0.02% Reduce -17.6% 245,248 $15.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +59.9% 233,203 $14.5M
Meiji Yasuda Asset Management Co Ltd. 0.58% Add +3.8% 232,239 $14.4M
Wealthfront Advisers LLC 0.04% Add +109.5% 231,622 $14.4M
Janney Montgomery Scott LLC 0.04% Add +126.7% 228,553 $14.2M
Systematic Alpha Investments, LLC 0.54% No change 226,152 $14.0M
Easterly Investment Partners LLC 1.04% Reduce -20.4% 200,382 $12.4M
Prudential Financial Inc. 0.02% Add +0.2% 200,040 $12.4M
Ensign Peak Advisors, Inc 0.02% Reduce -12.1% 199,536 $12.4M
Brookstone Capital Management 0.18% Add +828.5% 196,903 $12.2M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.1% 194,063 $12.1M
ASR Vermogensbeheer N.V. 0.18% — 193,045 $12.0M
ZWJ Investment Counsel Inc. 0.48% Reduce -22.2% 191,157 $11.9M
Holocene Advisors, LP 0.03% Add +47.6% 186,804 $11.6M
APG Asset Management N.V. 0.04% Reduce -25.5% 196,800 $11.3M
Ethic Inc. 0.23% Add +8.9% 179,552 $11.1M
Renaissance Technologies 0.02% New 179,380 $11.1M
HighTower Advisors, LLC 0.01% Add +213.3% 175,122 $10.9M
Treasurer of the State of North Carolina 0.04% Add +6.7% 167,909 $10.4M
U.S. Capital Wealth Advisors, LLC 0.30% Add +7.7% 157,894 $9.8M
LSV Asset Management 0.02% Add +297.9% 154,000 $9.6M
Yousif Capital Management, LLC 0.11% Add +213.8% 152,427 $9.5M
Resona Asset Management Co.,Ltd. 0.05% Add +38.0% 151,836 $9.4M
Asset Management One Co., Ltd. 0.03% Add +6.8% 149,887 $9.3M
TD Asset Management Inc 0.01% Reduce -60.9% 145,347 $9.0M
AMF Tjanstepension AB 0.07% No change 143,021 $8.9M
Trexquant Investment LP 0.10% Add +1031.8% 141,397 $8.8M
Credit Agricole S A 0.03% Add +6.5% 140,243 $8.7M
GAMCO Investors 0.10% Reduce -0.9% 140,055 $8.7M
Flat Footed LLC 3.66% New 139,934 $8.7M
Storebrand Asset Management As 0.03% Add +13.9% 138,533 $8.6M
Westpac Banking Corp. 0.61% Add +19.3% 134,111 $8.3M
IFM Investors Pty Ltd 0.09% Reduce -10.6% 132,269 $8.2M
Toronto Dominion Bank 0.02% Reduce -34.5% 129,629 $8.1M
Varma Mutual Pension Insurance Co 0.07% Add +4.1% 127,963 $7.9M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -7.3% 126,289 $7.8M
Illinois Municipal Retirement Fund 0.11% Add +20.1% 123,473 $7.7M
Ameriprise Financial Inc. 0.00% Reduce -5.7% 123,125 $7.6M
Tredje AP-fonden 0.07% Reduce -21.8% 120,816 $7.5M
Prudential PLC 0.04% Reduce -20.4% 120,661 $7.5M
State of New Jersey Common Pension Fund D 0.03% Reduce -6.1% 119,771 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.08% New 119,651 $7.4M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -51.3% 119,190 $7.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 119,162 $7.4M
Quantinno Capital Management LP 0.05% Add +83.8% 115,757 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Add +13.1% 115,079 $7.1M
Van Eck Associates Corp. 0.01% Add +3.3% 114,985 $7.1M
Boston Common Asset Management, LLC 0.21% Reduce -35.5% 113,904 $7.1M
Verition Fund Management LLC 0.04% Reduce -63.4% 113,796 $7.1M
Corebridge Financial, Inc. 0.04% Reduce -4.0% 113,658 $7.1M
Cetera Investment Advisers 0.01% Add +16.4% 113,127 $7.0M
John G Ullman & Associates Inc. 1.08% Add +9.2% 113,002 $7.0M
Public Employees Retirement System of Ohio 0.03% Reduce -8.1% 112,991 $7.0M
Wedge Capital Management L L P 0.14% New 112,737 $7.0M
Voya Investment Management LLC 0.01% Reduce -4.1% 111,342 $6.9M
Guggenheim Capital LLC 0.06% Add +4.5% 108,869 $6.8M
Allianz Asset Management GmbH 0.01% Add +2.1% 108,498 $6.7M
Osaic Holdings, Inc. 0.01% Add +24.5% 106,650 $6.6M
State of Michigan Retirement System 0.04% Add +0.1% 106,633 $6.6M
Citadel Advisors 0.01% Reduce -60.1% 106,506 $6.6M
Arizona State Retirement System 0.04% Add +2.1% 105,958 $6.6M
Comerica Bank 0.03% Add +57.2% 102,521 $6.4M
Forsta Ap-Fonden 0.05% Add +7.7% 102,300 $6.4M
Harvest Portfolios Group Inc. 0.19% Add +2.4% 101,543 $6.3M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.8% 100,361 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -1.6% 95,264 $5.9M
Creative Planning 0.01% Add +5.2% 95,115 $5.9M
Vontobel Holding Ltd. 0.02% Reduce -8.2% 94,735 $5.9M
Morgan Dempsey Capital Management LLC 2.41% Reduce -0.6% 92,965 $5.8M
Riverview Capital Advisers, LLC 1.80% Add +3.4% 92,093 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +30.4% 92,247 $5.7M
Slagle Financial, LLC 2.51% Add +3.5% 91,019 $5.7M
Xponance LLC 0.05% Add +22.4% 87,540 $5.4M
Sanctuary Advisors, LLC 0.04% Add +360.4% 86,062 $5.3M
Zimmer Partners, LP 0.11% Reduce -45.4% 85,900 $5.3M
Czech National Bank 0.05% Add +6.0% 84,244 $5.2M
Soltis Investment Advisors LLC 0.46% Add +13.0% 82,044 $5.1M
Raiffeisen Bank International AG 0.08% Add +38.6% 79,114 $4.8M
Cohen & Steers, Inc. 0.01% Reduce -6.4% 76,894 $4.8M
Capital Fund Management S.A. 0.06% Reduce -1.2% 74,558 $4.6M
Susquehanna Fundamental Investments, LLC 0.08% Reduce -9.8% 73,305 $4.6M
State of Tennessee, Department of Treasury 0.02% Reduce -46.3% 73,232 $4.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -63.8% 72,372 $4.5M
Nisa Investment Advisors, LLC 0.02% Reduce -1.3% 72,134 $4.5M
Candriam S.C.A. 0.03% Reduce -11.9% 71,498 $4.4M
Amalgamated Bank 0.04% Add +3.3% 71,285 $4.4M
ExodusPoint Capital Management, LP 0.06% Reduce -30.4% 70,455 $4.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +2.4% 70,088 $4.4M
Corient Private Wealth LP 0.01% Reduce -13.4% 69,603 $4.3M
Ostrum Asset Management 0.23% Add +31.5% 68,896 $4.3M
FIL Ltd 0.00% Reduce -1.2% 68,627 $4.3M
Cerity Partners LLC 0.01% Reduce -41.1% 68,062 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +12.9% 67,089 $4.2M
Vanguard Personalized Indexing Management, LLC 0.06% Add +8.0% 66,916 $4.2M
Ofi Invest Asset Management 0.11% Add +11439.8% 72,239 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +14.9% 66,402 $4.1M
Commerce Bank 0.03% Add +1.6% 66,342 $4.1M
Thrivent Financial for Lutherans 0.01% Add +4.7% 65,960 $4.1M
Schonfeld Strategic Advisors LLC 0.03% Add +256.8% 64,067 $4.0M
Edgemoor Investment Advisors, Inc. 0.36% Add +235.2% 63,241 $3.9M
Mariner, LLC 0.01% Add +5.4% 62,787 $3.9M
Two Sigma Investments, LP 0.01% Add +4.1% 62,587 $3.9M
Magnetar Financial LLC 0.05% Reduce -31.8% 61,458 $3.8M
Utah Retirement Systems 0.04% Add +2.3% 60,718 $3.8M
Daiwa Securities Group Inc. 0.02% Add +7.8% 60,233 $3.7M
AE Wealth Management LLC 0.03% Add +192.5% 59,895 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +49.9% 60,294 $3.7M
Natixis Advisors, LLC 0.01% Reduce -53.8% 58,536 $3.6M
Kempner Capital Management Inc. 2.05% No change 58,528 $3.6M
Kestra Private Wealth Services, LLC 0.06% Add +6.7% 57,042 $3.5M
Quantbot Technologies LP 0.11% Reduce -47.9% 56,819 $3.5M
Plato Investment Management Ltd 0.30% Add +0.4% 55,939 $3.5M
B. Metzler seel. Sohn & Co. AG 0.04% Add +15.9% 56,182 $3.5M
Vaughan David Investments LLC 0.08% Reduce -14.7% 56,181 $3.5M
New York Life Investment Management LLC 0.04% Add +0.1% 55,736 $3.5M
USS Investment Management Ltd 0.03% No change 55,447 $3.4M
CIBC Asset Management Inc 0.01% Reduce -0.9% 54,975 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Add +2.5% 53,530 $3.3M
Teacher Retirement System of Texas 0.01% New 53,482 $3.3M
Castellan Group 0.91% Reduce -15.7% 52,330 $3.3M
Rodgers Brothers Inc. 0.42% New 50,948 $3.2M
Agf Management Ltd. 0.02% Add +3.4% 50,639 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -1.0% 50,182 $3.1M
Kinloch Capital, LLC 1.45% New 48,873 $3.0M
Pinnacle Associates Ltd. 0.04% Reduce -1.1% 48,807 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -0.8% 47,462 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -9.9% 47,426 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Add +4.1% 47,419 $2.9M
Janus Henderson Group PLC 0.00% Reduce -22.7% 46,771 $2.9M
Natixis 0.02% Reduce -76.2% 45,863 $2.8M
Oddo BHF Asset Management Sas 0.12% New 45,270 $2.8M
Burney Co./ 0.10% Add +4.0% 45,230 $2.8M
Generali Asset Management SPA SGR 0.07% Add +7.8% 45,120 $2.8M
Captrust Financial Advisors 0.01% Add +21.3% 44,812 $2.8M
Edgestream Partners, L.P. 0.09% Reduce -60.5% 44,788 $2.8M
Bank of Nova Scotia 0.01% Reduce -19.1% 44,407 $2.8M
Schroder Investment Management Group 0.00% Add +0.0% 45,084 $2.8M
Cibc World Markets Corp. 0.02% Reduce -22.9% 44,224 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +25.6% 43,896 $2.7M
Baird Financial Group, Inc. 0.01% Reduce -16.3% 43,781 $2.7M
Stephens Inc. 0.04% New 43,739 $2.7M
Inspire Advisors, LLC 0.31% New 43,068 $2.7M
&partners 0.03% Reduce -66.6% 43,720 $2.7M
State of Alaska, Department of Revenue 0.03% Add +2.8% 42,969 $2.7M
Tidal Investments LLC 0.02% Add +107.7% 42,909 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -2.8% 42,646 $2.6M
UniSuper Management Pty Ltd 0.02% Add +0.9% 41,994 $2.6M
Elo Mutual Pension Insurance Co 0.06% Add +11.1% 41,544 $2.6M
Cwm, LLC 0.01% Add +14.8% 41,257 $2.6M
Delta Global Management LP 0.18% New 41,058 $2.6M
Brevan Howard Capital Management LP 0.07% New 40,151 $2.5M
Somerset Trust Co 0.88% Add +12.6% 39,823 $2.5M
Heritage Trust Co 0.30% Add +49.0% 39,444 $2.4M
Marshall Wace, LLP 0.00% Reduce -26.7% 38,963 $2.4M
OP Asset Management Ltd 0.04% — 38,738 $2.4M
Banque Cantonale Vaudoise 0.11% — 38,502 $2.4M
Ieq Capital, LLC 0.02% Add +26.2% 38,145 $2.4M
Avanza Fonder AB 0.08% Reduce -0.3% 37,623 $2.4M
Resources Management Corp. /CT/ 0.33% Reduce -2.6% 37,920 $2.4M
South Dakota Investment Council 0.05% Add +9.5% 36,766 $2.3M
Public Employees Retirement Association of Colorado 0.01% No change 36,166 $2.2M
Mercer Global Advisors Inc. 0.01% Reduce -4.0% 36,107 $2.2M
Moors & Cabot, Inc. 0.11% Add +5.0% 35,780 $2.2M
LBP Am SA 0.03% New 35,208 $2.2M
US Bancorp \de 0.00% Reduce -4.1% 35,056 $2.2M
Siemens Fonds Invest GmbH 0.15% New 34,961 $2.2M
Glenmede Trust Co. NA 0.01% Reduce -2.1% 34,096 $2.1M
Neville Rodie & Shaw Inc. 0.17% Reduce -0.6% 34,086 $2.1M
Rafferty Asset Management, LLC 0.01% Reduce -19.8% 33,007 $2.1M
Rakuten Investment Management, Inc. 0.01% — 33,514 $2.0M
Blair William & Co. 0.01% Add +1.3% 31,536 $2.0M
Oregon Public Employees Retirement Fund 0.04% Add +0.1% 31,485 $2.0M
Mondrian Investment Partners LTD 0.03% Reduce -7.8% 31,393 $1.9M
Schnieders Capital Management LLC 0.42% Add +273.2% 31,112 $1.9M
Northcape Wealth Management, LLC 0.62% Add +1.4% 31,069 $1.9M
Woodline Partners LP 0.01% Add +40.8% 30,988 $1.9M
M&T Bank Corp 0.01% Add +10.4% 30,741 $1.9M
DC Investments Management, LLC 0.97% Add +3.4% 30,471 $1.9M
Bradley Foster & Sargent Inc. 0.03% Add +6.1% 30,150 $1.9M
Advisors Asset Management, Inc. 0.04% Add +8.4% 30,041 $1.9M
Steel Grove Capital Advisors, LLC 0.28% Add +2.9% 29,948 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +248.3% 29,912 $1.8M
Groupama Asset Managment 0.04% Add +6.1% 30,185 $1.8M
Mizuho Securities USA LLC 0.04% Reduce -15.4% 29,368 $1.8M
Kintegral Advisory, LLC 0.18% Reduce -0.3% 28,999 $1.8M
Great Valley Advisor Group, Inc. 0.04% Reduce -63.6% 28,519 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Add +6.7% 28,289 $1.8M
D.A. Davidson & Co. 0.01% Add +10.1% 27,419 $1.7M
Redwood Investment Management, LLC 0.18% Reduce -8.4% 27,316 $1.7M
Gsa Capital Partners LLP 0.15% Add +117.8% 27,169 $1.7M
Genus Capital Management Inc. 0.24% — 27,100 $1.7M
Dynamic Advisor Solutions LLC 0.06% Add +0.5% 27,076 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -95.4% 26,613 $1.7M
Capital Investment Advisors, LLC 0.03% Add +623.9% 26,257 $1.6M
NEOS Investment Management LLC 0.03% Add +24.1% 25,853 $1.6M
Stratos Wealth Advisors, LLC 0.09% Add +0.3% 25,486 $1.6M
TD Waterhouse Canada Inc. 0.01% New 25,566 $1.6M
Sterling Capital Management LLC 0.02% Add +17.8% 25,091 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -33.3% 25,072 $1.6M
Kentucky Retirement Systems 0.05% Add +2.0% 25,048 $1.6M
Clarkston Capital Partners, LLC 0.03% No change 25,000 $1.6M
Fifth Third Bancorp 0.01% Add +3.4% 24,918 $1.5M
Finivi Inc. 1.23% Reduce -0.2% 24,693 $1.5M
Allianz SE 0.04% No change 24,584 $1.5M
Stonebridge Financial Group, LLC 0.16% Add +15.4% 24,425 $1.5M
Edmp, Inc. 1.26% New 24,227 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +56.0% 24,019 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -2.9% 23,976 $1.5M
Atria Investments, Inc 0.02% Add +19.6% 23,465 $1.5M
STRS Ohio 0.01% Reduce -35.3% 23,447 $1.5M
Norinchukin Bank, The 0.03% Add +18.1% 22,974 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% No change 22,971 $1.4M
Entropy Technologies, LP 0.14% Add +107.5% 22,712 $1.4M
NewEdge Advisors, LLC 0.01% Add +14.9% 22,552 $1.4M
Aquatic Capital Management LLC 0.04% Reduce -51.3% 22,446 $1.4M
Mizuho Markets Americas LLC 0.03% New 22,416 $1.4M
Hartford Investment Management Co. 0.05% Reduce -1.0% 22,286 $1.4M
Pensionfund Sabic 0.41% Reduce -5.5% 22,200 $1.4M
First PREMIER Bank 0.34% Add +0.4% 21,593 $1.3M
Truist Financial Corp. 0.00% Add +0.9% 21,584 $1.3M
Tower Research Capital LLC (TRC) 0.04% Reduce -11.9% 21,702 $1.3M
Ossiam 0.02% Add +59.8% 21,466 $1.3M
JB Capital LLC 0.07% Add +8.7% 21,337 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -4.4% 21,290 $1.3M
Ascent Group, LLC 0.06% Add +7.6% 21,161 $1.3M
Metis Global Partners, LLC 0.04% Add +17.6% 20,904 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +47.6% 20,893 $1.3M
Caprock Group, LLC 0.04% Add +23.9% 20,577 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -3.9% 20,508 $1.3M
Bollard Group LLC 0.03% Add +0.9% 20,289 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +11.0% 20,212 $1.3M
Arvest Bank Trust Division 0.08% New 20,007 $1.2M
Louisiana State Employees Retirement System 0.02% No change 19,700 $1.2M
Camelot Portfolios, LLC 0.76% Add +20.3% 19,617 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.66% New 19,556 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -1.3% 19,427 $1.2M
Leisure Capital Management 0.49% New 19,356 $1.2M
Essex Financial Services, Inc. 0.09% Reduce -11.3% 19,334 $1.2M
Engineers Gate Manager LP 0.02% Reduce -64.4% 19,319 $1.2M
Wbi Investments, LLC 0.31% New 19,232 $1.2M
Bard Financial Services, Inc. 0.15% Reduce -8.8% 19,205 $1.2M
Allstate Corp. 0.03% Add +74.8% 19,106 $1.2M
MML Investors Services, LLC 0.00% Add +0.1% 19,027 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +2.4% 18,990 $1.2M
NorthCoast Asset Management LLC 0.01% Add +7.3% 18,872 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -0.5% 18,801 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% — 17,816 $1.2M
PFG Investments, LLC 0.07% Add +3.5% 18,570 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -32.0% 18,539 $1.2M
St Germain D J Co. Inc. 0.05% Reduce -47.8% 18,443 $1.1M
Icon Advisers Inc. 0.26% No change 18,000 $1.1M
Zacks Investment Management 0.01% Add +17.0% 17,971 $1.1M
Spirit of America Management Corp. 0.23% Add +13.3% 17,950 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +100.7% 17,826 $1.1M
Principle Wealth Partners LLC 0.08% Add +0.0% 17,718 $1.1M
Mork Capital Management, LLC 0.85% No change 17,400 $1.1M
Intech Investment Management LLC 0.01% Add +11.4% 17,171 $1.1M
New Mexico Educational Retirement Board 0.04% Add +0.6% 17,116 $1.1M
Caxton Associates LLP 0.04% — 16,605 $1.0M
Anchor Capital Advisors LLC 0.03% Reduce -97.7% 16,564 $1.0M
Benjamin Edwards Inc. 0.01% Reduce -9.7% 16,191 $1.0M
Empowered Funds, LLC 0.01% Add +8.9% 16,149 $1.0M
Vident Advisory, LLC 0.01% Reduce -53.9% 16,094 $1000K
Dynamic Technology Lab Private Ltd 0.14% New 16,007 $994K
Oak Thistle LLC 0.20% Add +131.6% 15,916 $989K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +39.8% 15,866 $985K
Avantax Advisory Services, Inc. 0.01% Reduce -15.7% 15,653 $972K
Mystic Asset Management, Inc. 0.26% Add +16.2% 15,619 $970K
Great Oak Capital Partners, LLC 0.32% No change 17,350 $969K
Private Advisor Group, LLC 0.01% Add +1.8% 15,595 $969K
McDonald Partners LLC 0.25% Add +5.2% 15,111 $942K
Arvest Investments, Inc. 0.15% New 15,035 $934K
Arkadios Wealth Advisors 0.03% New 14,835 $921K
CIBC Private Wealth Group LLC 0.00% Add +2.3% 16,909 $917K
Park Avenue Securities LLC 0.01% Add +2.0% 14,756 $917K
GTS Securities LLC 0.04% New 14,716 $914K
Aigen Investment Management, LP 0.14% Reduce -61.9% 14,537 $903K
Profund Advisors LLC 0.04% Reduce -27.0% 14,446 $897K
Eastern Bank 0.02% Add +7.4% 14,246 $885K
Penobscot Investment Management Company, Inc. 0.08% Reduce -7.5% 14,223 $883K
Presima Securities ULC 0.20% Add +1.9% 14,189 $881K
Axq Capital, LP 0.35% New 14,172 $880K
Jacobs Levy Equity Management, Inc. 0.00% New 14,142 $878K
Union Savings Bank 0.43% No change 14,114 $877K
United Asset Strategies, Inc. 0.08% New 14,058 $873K
United Capital Financial Advisors, LLC 0.01% Reduce -13.3% 13,981 $868K
Assenagon Asset Management S.A. 0.00% Add +5.6% 13,942 $866K
Vestcor Inc 0.03% Add +18.7% 13,901 $863K
Ellsworth Advisors, LLC 0.22% New 13,721 $852K
Manske Wealth Management 0.32% Add +2.2% 13,521 $840K
Quadrant Capital Group LLC 0.03% Add +161.7% 13,351 $829K
Signaturefd, LLC 0.02% Reduce -1.4% 13,057 $811K
Flagship Harbor Advisors, LLC 0.04% Reduce -6.8% 12,764 $793K
CBRE Investment Management Listed Real Assets LLC 0.01% Reduce -20.8% 12,709 $789K
Wilkins Investment Counsel Inc. 0.11% Add +15.8% 12,595 $782K
HB Wealth Management, LLC 0.01% Add +9.5% 12,416 $771K
Empirical Finance, LLC 0.05% Add +3.8% 12,339 $766K
OneDigital Investment Advisors LLC 0.01% Add +6.8% 12,291 $763K
OMERS ADMINISTRATION Corp 0.01% No change 12,143 $754K
Voleon Capital Management LP 0.06% New 12,022 $747K
Prosperity Consulting Group, LLC 0.06% Reduce -3.5% 11,926 $741K
Advisory Services Network, LLC 0.01% Add +9.7% 11,769 $731K
Summit Trail Advisors, LLC 0.02% Add +139.9% 11,738 $729K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 11,665 $725K
Nomura Holdings Inc. 0.00% Reduce -4.2% 11,566 $718K
Jones Financial Companies LLLP 0.00% Add +98.5% 11,741 $718K
Coldstream Capital Management Inc. 0.01% Add +13.2% 11,181 $694K
Armstrong Advisory Group, Inc. 0.06% No change 12,087 $694K
San Luis Wealth Advisors LLC 0.16% New 11,149 $692K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 11,072 $688K
Miller Howard Investments Inc. 0.02% Add +12.3% 11,070 $688K
Greenleaf Trust 0.01% Add +35.3% 11,045 $686K
Gotham Asset Management 0.01% Add +194.9% 11,001 $683K
Centerpoint Advisors, LLC 0.25% No change 10,983 $682K
Independent Advisor Alliance 0.02% Add +164.6% 10,904 $677K
QRG Capital Management, Inc. 0.01% Add +10.6% 10,843 $673K
Navellier & Associates Inc. 0.09% New 11,330 $672K
SlateStone Wealth, LLC 0.07% New 10,806 $671K
Global X Japan Co., Ltd. 0.08% New 10,750 $668K
J.W. Cole Advisors, Inc. 0.02% Add +123.6% 10,739 $667K
Sowa Financial Group, Inc. 0.44% Add +1.2% 10,700 $665K
Kentucky Retirement Systems Insurance Trust Fund 0.05% New 10,669 $663K
Y-Intercept (Hong Kong) Ltd 0.04% New 10,497 $652K
Shell Asset Management Co. 0.03% No change 10,483 $651K
Investment Management Corp of Ontario 0.01% Reduce -44.5% 10,363 $644K
Modern Wealth Management, LLC 0.02% Add +0.8% 10,352 $643K
Blueshift Asset Management, LLC 0.25% Add +5.0% 10,279 $638K
Trivium Point Advisory, LLC 0.08% Reduce -11.8% 10,218 $635K
Jane Street Group, LLC 0.00% Reduce -31.7% 10,182 $632K
Evergreen Capital Management LLC 0.02% Add +28.9% 10,167 $631K
Rockefeller Capital Management L.P. 0.00% Add +0.7% 10,117 $628K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +0.1% 10,019 $622K
Amica Mutual Insurance Co. 0.07% No change 9,930 $617K
Legacy Wealth Management, LLC / MS 0.20% Reduce -37.7% 9,930 $617K
Regions Financial Corp. 0.00% Reduce -0.5% 9,868 $613K
Squarepoint Ops LLC 0.00% Reduce -96.7% 9,850 $612K
V-Square Quantitative Management LLC 0.09% Add +5.7% 9,803 $609K
Apollon Wealth Management, LLC 0.01% Add +3.5% 9,642 $599K
111 Capital 0.11% New 9,465 $588K
Bahl & Gaynor LLC 0.00% Reduce -10.6% 9,447 $587K
Heritage Financial Services, LLC 0.06% No change 9,432 $586K
First Manhattan Co. Llc. 0.00% Add +2.8% 9,382 $583K
Claro Advisors Inc. 0.08% Reduce -1.1% 9,354 $581K
Live Oak Private Wealth LLC 0.09% No change 9,230 $573K
Tableaux LLC 0.41% No change 9,218 $573K
Prime Capital Investment Advisors, LLC 0.01% Add +4.9% 9,142 $568K
Central Pacific Bank - Trust Division 0.08% No change 9,000 $559K
Accurate Wealth Management, LLC 0.11% Add +2.9% 9,910 $558K
Keybank National Association 0.00% Reduce -1.9% 8,919 $554K
SG Americas Securities, LLC 0.00% Reduce -21.8% 8,897 $553K
New England Capital Financial Advisors LLC 0.28% Add +4.0% 8,840 $549K
Allworth Financial LP 0.00% Add +0.7% 9,346 $547K
Hilltop Holdings Inc. 0.03% Add +45.6% 8,774 $545K
Valmark Advisers, Inc. 0.01% Reduce -1.5% 8,715 $541K
Finer Wealth Management, Inc. 0.32% No change 8,712 $541K
Beacon Pointe Advisors, LLC 0.01% Add +1.0% 8,654 $537K
Glenview Trust Co 0.01% Add +9.1% 8,577 $533K
Savant Capital, LLC 0.00% Reduce -29.8% 8,572 $532K
Spire Wealth Management 0.02% Add +110.0% 8,463 $526K
My Legacy Advisors, LLC 0.20% Add +5.9% 8,436 $524K
Cape Cod Five Cents Savings Bank 0.05% No change 7,668 $522K
Intrua Financial, LLC 0.08% Add +21.4% 8,395 $521K
United Services Automobile Association 0.02% New 8,502 $520K
NorthRock Partners, LLC 0.02% Add +1.3% 8,283 $514K
Merit Financial Group, LLC 0.01% Add +34.5% 8,243 $512K
Campbell & CO Investment Adviser LLC 0.04% Add +69.2% 8,224 $511K
GWN Securities Inc. 0.03% New 8,198 $504K
Meeder Advisory Services, Inc. 0.03% Add +11.3% 8,101 $503K
Tiaa Trust, National Association 0.00% Add +13.3% 8,101 $503K
Baker Ellis Asset Management LLC 0.07% Reduce -3.7% 8,097 $503K
Gen-Wealth Partners Inc 0.21% Add +11000.0% 7,992 $496K
Chatham Capital Group, Inc. 0.08% Reduce -0.8% 7,981 $496K
Howard Capital Management, LLC 0.01% New 7,830 $486K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 7,806 $485K
Fiduciary Trust Co 0.01% Reduce -10.9% 7,800 $484K
Everett Harris & Co. 0.01% Reduce -4.9% 7,700 $478K
Moneco Advisors, LLC 0.05% Reduce -0.1% 7,647 $475K
Huber Capital Management LLC 0.09% No change 7,629 $474K
Brown Advisory Inc. 0.00% Reduce -7.4% 7,584 $471K
Valley Brook Capital Group, Inc. 0.37% No change 7,528 $468K
Keynote Financial Services LLC 0.34% New 7,526 $467K
Hills Bank & Trust Co 0.03% No change 7,490 $465K
Rockland Trust Co. 0.02% Reduce -45.4% 7,468 $464K
Abel Hall, LLC 0.28% Add +71.4% 7,395 $459K
Gallagher Fiduciary Advisors, LLC 0.02% Add +5.4% 7,385 $459K
Code Waechter LLC 0.37% Reduce -53.0% 7,331 $455K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +18.0% 7,272 $452K
Prosperity Wealth Management, Inc. 0.21% Add +5.8% 7,247 $450K
Welch & Forbes LLC 0.01% Reduce -8.3% 7,158 $445K
Daymark Wealth Partners, LLC 0.02% Reduce -7.8% 7,011 $435K
Belpointe Asset Management LLC 0.02% Add +4.2% 6,993 $434K
Bessemer Group Inc. 0.00% Reduce -51.4% 6,971 $433K
Machina Capital S.A.S. 0.13% Add +78.6% 6,927 $430K
Crestwood Advisors Group, LLC 0.01% Reduce -1.0% 6,903 $429K
GAMMA Investing LLC 0.03% Add +24.3% 6,831 $424K
Old North State Wealth Management, LLC 0.24% Add +34.9% 6,813 $424K
J. Safra Sarasin Holding AG 0.01% New 6,802 $422K
Aptus Capital Advisors, LLC 0.00% Add +0.7% 6,789 $422K
Nwam LLC 0.04% Add +63.0% 6,783 $421K
Sachetta, LLC 0.17% Reduce -0.2% 6,761 $420K
Huntington National Bank 0.00% Add +28.6% 6,677 $415K
Leslie Global Wealth, LLC 0.20% Add +0.1% 6,558 $407K
Praxis Investment Management Inc. 0.03% No change 6,530 $406K
Mufg Securities Americas Inc. 0.05% Add +20.0% 6,492 $403K
Seeds Investor LLC 0.11% Add +8.1% 6,485 $403K
Tudor Investment Corporation 0.00% Reduce -93.3% 6,428 $399K
Csenge Advisory Group 0.02% Add +11.3% 6,892 $396K
Verity & Verity, LLC 0.03% Reduce -51.1% 6,332 $393K
Savior LLC 2.29% No change 6,150 $382K
Connecticut Wealth Management, LLC 0.02% Reduce -1.4% 6,135 $381K
Fisher Asset Management 0.00% Add +5.4% 6,122 $380K
Lazard Asset Management LLC 0.00% New 6,119 $379K
Modera Wealth Management, LLC 0.01% Reduce -1.6% 6,063 $377K
Avidian Wealth Enterprises, LLC 0.02% New 6,003 $373K
CW Advisors, LLC 0.00% Add +5.2% 5,980 $371K
Flputnam Investment Management Co. 0.01% Add +49.0% 5,971 $371K
Compound Planning, Inc. 0.02% Reduce -6.0% 5,956 $370K
KCM Investment Advisors LLC 0.01% Reduce -0.8% 5,942 $369K
Ballentine Partners, LLC 0.01% Add +4.9% 5,934 $369K
Welch Group, LLC 0.02% No change 5,936 $363K
Quadcap Wealth Management, LLC 0.05% Add +0.1% 5,834 $362K
Stratos Wealth Partners, LTD. 0.01% Reduce -21.0% 5,830 $362K
Choreo, LLC 0.01% Add +11.8% 5,831 $362K
Midwest Professional Planners, LTD. 0.11% Reduce -2.0% 5,791 $360K
Wedbush Securities Inc. 0.01% Reduce -11.4% 5,782 $359K
Kelly Financial Group LLC 0.11% Add +0.8% 5,724 $356K
Advisor OS, LLC 0.04% Add +4.3% 5,694 $354K
Blue Fin Capital, Inc. 0.07% No change 5,681 $353K
Wealthspire Advisors, LLC 0.00% Reduce -4.6% 5,674 $352K
Prossimo Advisors, LLC 0.26% Add +0.3% 5,600 $348K
Bensler, LLC 0.04% Reduce -0.1% 5,560 $345K
McIlrath & Eck, LLC 0.04% Add +9415.5% 5,519 $343K
Alpha Family Trust 0.20% No change 5,440 $338K
American State Bank (Iowa) 0.20% No change 5,436 $338K
HBK Sorce Advisory LLC 0.01% Reduce -7.3% 5,434 $338K
Advisors Capital Management, LLC 0.01% Reduce -50.8% 5,420 $337K
Barry Investment Advisors, LLC 0.09% No change 5,411 $336K
Lido Advisors, LLC 0.00% New 5,373 $334K
Horizon Investments, LLC 0.01% Add +7.6% 5,262 $327K
Thrive Wealth Management, LLC 0.06% New 5,256 $326K
Orion Porfolio Solutions, LLC 0.00% Add +22.2% 5,228 $325K
Orion Portfolio Solutions, LLC 0.00% Add +22.2% 5,228 $325K
Pitcairn Co. 0.02% Reduce -9.4% 5,217 $324K
MBB Public Markets I LLC 0.04% New 5,181 $322K
Wilmington Savings Fund Society, FSB 0.01% Add +3.8% 5,036 $313K
EntryPoint Capital, LLC 0.14% New 5,033 $313K
Wells Trecaso Financial Group, LLC 0.10% Add +1.0% 4,972 $309K
Frank, Rimerman Advisors LLC 0.02% Add +25.8% 4,969 $309K
Coastal Bridge Advisors, LLC 0.04% New 4,965 $308K
Spinnaker Trust 0.02% No change 4,915 $305K
Clarius Group, LLC 0.02% Add +3.3% 4,883 $303K
Parallel Advisors, LLC 0.01% Reduce -1.2% 4,863 $302K
Destination Wealth Management 0.01% Reduce -3.3% 4,836 $300K
MJP Associates Inc. 0.05% Reduce -0.9% 4,789 $297K
Jump Financial, LLC 0.00% Reduce -67.9% 4,704 $292K
Perigon Wealth Management, LLC 0.01% Add +1.6% 4,676 $290K
Beaumont Financial Advisors, LLC 0.02% No change 4,639 $288K
Farther Finance Advisors, LLC 0.01% Add +105.6% 4,623 $287K
Oxler Private Wealth LLC 0.10% Add +1.0% 4,618 $287K
Trueblood Wealth Management, LLC 0.13% Add +1.5% 4,562 $283K
Shore Point Advisors, LLC 0.15% No change 4,542 $282K
Stoneridge Investment Partners LLC 0.24% Reduce -83.9% 4,522 $281K
Integrity Alliance, Llc. 0.01% New 4,512 $280K
SC&H Financial Advisors, Inc. 0.06% Reduce -18.2% 4,511 $280K
CFS Investment Advisory Services, LLC 0.02% Reduce -8.3% 4,503 $280K
Atria Wealth Solutions, Inc. 0.00% New 4,490 $279K
Bar Harbor Wealth Management 0.02% Reduce -2.7% 4,465 $277K
Grace & White Inc. 0.05% No change 4,418 $274K
Snowden Capital Advisors LLC 0.01% Add +5.5% 4,412 $274K
Boothbay Fund Management, LLC 0.01% New 4,408 $274K
Cable Hill Partners, LLC 0.03% Reduce -26.3% 4,562 $271K
Fifth Third Wealth Advisors LLC 0.01% New 4,358 $271K
World Investment Advisors 0.01% Add +0.0% 4,357 $271K
Stablepoint Partners, LLC 0.05% No change 4,324 $269K
Impact Capital Partners LLC 0.10% Reduce -0.4% 4,321 $268K
Checchi Capital Advisers, LLC 0.02% Add +14.5% 4,283 $266K
IHT Wealth Management, LLC 0.01% Reduce -2.5% 4,257 $264K
Formidable Asset Management, LLC 0.04% No change 4,252 $264K
Clifford Swan Investment Counsel LLC 0.01% No change 4,250 $264K
Optimize Financial Inc. 0.10% New 4,245 $264K
HighPoint Advisor Group LLC 0.02% Add +1.0% 4,407 $262K
Beirne Wealth Consulting Services, LLC 0.09% Reduce -1.1% 4,197 $261K
Retirement Planning Co of New England, Inc. 0.13% Add +5.6% 4,190 $260K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -20.9% 4,171 $259K
Hamilton Capital, LLC 0.02% Add +9.6% 4,102 $255K
Sterling Investment Counsel, LLC 0.09% Add +4.9% 4,100 $255K
Fiduciary Financial Group, LLC 0.05% New 4,525 $252K
Graypoint LLC 0.02% Add +2.9% 4,056 $252K
Sherbrooke Park Advisers LLC 0.12% Reduce -55.9% 4,046 $251K
Alan B Lancz & Associates, Inc. 0.27% New 4,033 $250K
Cascade Financial Partners, LLC 0.03% Reduce -11.1% 4,021 $250K
Viking Fund Management LLC 0.04% No change 4,000 $248K
Revisor Wealth Management LLC 0.11% New 3,967 $246K
Kingsview Wealth Management, LLC 0.00% Add +1.8% 3,942 $245K
Melfa Wealth Management, Inc. 0.17% No change 3,941 $245K
Aaron Wealth Advisors LLC 0.03% Add +3.5% 3,929 $244K
CENTRAL TRUST Co 0.01% No change 3,918 $243K
Fortis Group Advisors, LLC 0.05% No change 3,891 $242K
Cozad Asset Management Inc. 0.02% No change 3,864 $240K
Hudson Bay Capital Management LP 0.00% Reduce -86.6% 3,857 $240K
Patrick M Sweeney & Associates, Inc. 0.18% New 3,854 $239K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -22.0% 3,848 $239K
Hurlow Wealth Management Group, Inc. 0.07% Add +0.1% 3,846 $239K
SageView Advisory Group, LLC 0.01% Reduce -4.2% 3,842 $239K
Mindset Wealth Management, LLC 0.09% Reduce -48.3% 3,836 $238K
Simon Quick Advisors, LLC 0.01% New 3,828 $238K
EverSource Wealth Advisors, LLC 0.01% Add +60.2% 3,815 $237K
Prospera Financial Services Inc 0.01% Reduce -1.4% 3,812 $237K
Catalyst Financial Partners LLC 0.04% Add +1.1% 3,774 $234K
Cigna Investments Inc. 0.04% Add +1.8% 3,724 $231K
Thomasville National Bank 0.02% Add +0.7% 3,711 $230K
Apella Capital, LLC 0.01% Add +10.5% 4,079 $230K
DAVENPORT & Co LLC 0.00% Reduce -3.4% 3,693 $229K
PDS Planning, Inc 0.02% New 3,667 $228K
Whittier Trust Co. 0.00% Reduce -52.9% 3,646 $226K
Walleye Capital LLC 0.00% Add +52.8% 3,627 $225K
Beacon Bank & Trust 0.05% Reduce -9.8% 3,610 $224K
LGT Group Foundation 0.00% No change 3,585 $223K
Ameritas Investment Partners, Inc. 0.01% Reduce -74.3% 3,570 $222K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -1.1% 3,542 $220K
Cadence Wealth Management LLC 0.16% No change 3,521 $219K
FC Advisory LLC 0.07% New 3,520 $219K
Cerro Pacific Wealth Advisors LLC 0.07% Reduce -11.1% 3,799 $218K
Axxcess Wealth Management, LLC 0.01% No change 3,496 $217K
Resonant Capital Advisors, LLC 0.01% New 3,467 $215K
RFG Advisory, LLC 0.01% New 3,456 $215K
Sterling Financial Planning, Inc. 0.08% New 3,452 $214K
Pine Haven Investment Counsel, Inc 0.18% New 3,451 $214K
Composition Wealth, LLC 0.00% New 3,352 $208K
Financial Engines Advisors L.L.C. 0.00% New 3,332 $207K
Cidel Asset Management Inc. 0.01% New 3,327 $207K
McKinley Carter Wealth Services, Inc. 0.01% New 3,314 $206K
Mather Group, Llc. 0.00% Add +16.2% 3,291 $204K
Citizens Financial Group Inc. 0.00% New 3,276 $203K
Versor Investments LP 0.03% Reduce -73.5% 3,255 $202K
Chicago Partners Investment Group LLC 0.01% New 3,245 $202K
MQS Management LLC 0.12% New 3,252 $202K
Summitry LLC 0.01% New 3,244 $201K
Graham Capital Management, L.P. 0.01% New 3,227 $200K
Sandy Spring Bank 0.01% Add +0.5% 3,107 $193K
MAI Capital Management 0.00% Add +10.0% 2,896 $180K
Blue Trust, Inc. 0.00% Add +6.2% 2,842 $177K
Continuum Advisory, LLC 0.02% Reduce -0.4% 2,725 $169K
Brown, Lisle/Cummings, Inc. 0.05% Add +15.1% 2,666 $166K
Albion Financial Group 0.01% No change 2,644 $164K
Private Trust Co. NA 0.02% Reduce -16.7% 2,614 $162K
CX Institutional 0.01% New 2,615 $162K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% No change 2,600 $161K
NBT Bank, N.A. 0.01% No change 2,600 $161K
Covestor Ltd 0.11% Add +873.5% 2,570 $160K
Private Wealth Asset Management, LLC 0.02% — 2,516 $156K
Trust Co. of Vermont 0.01% Reduce -35.8% 2,504 $156K
SVB Wealth LLC 0.01% New 2,464 $153K
WASHINGTON TRUST Co 0.01% Add +467.1% 2,410 $150K
Lanark Financial, Inc. 0.01% — 2,400 $149K
Medallion Wealth Advisors, LLC 0.07% Add +8.4% 2,381 $148K
Ascentis Wealth Management, LLC 0.05% Add +66.5% 2,378 $148K
Y.D. More Investments Ltd 0.01% Add +13.8% 2,362 $147K
Montag A & Associates Inc. 0.01% Reduce -2.2% 2,200 $137K
SouthState Bank Corp 0.01% Add +33.1% 2,153 $134K
Richardson Financial Services Inc. 0.10% Reduce -1.6% 2,072 $129K
Quarry LP 0.03% Add +146.1% 2,050 $127K
Centaurus Financial, Inc. 0.01% Reduce -0.1% 2,043 $127K
Smartleaf Asset Management LLC 0.01% Reduce -6.1% 2,007 $123K
Principal Securities, Inc. 0.00% No change 2,093 $120K
AdvisorNet Financial, Inc 0.01% Reduce -0.1% 1,915 $119K
Parkside Financial Bank & Trust 0.02% Reduce -4.4% 1,904 $118K
Hughes Financial Services, LLC 0.02% New 1,862 $116K
CI Investments Inc. 0.00% Reduce -4.1% 1,835 $114K
Geneos Wealth Management Inc. 0.00% Add +21.0% 1,811 $112K
Center for Financial Planning, Inc. 0.01% No change 1,803 $112K
MassMutual Private Wealth & Trust, FSB 0.00% Add +32.0% 1,770 $110K
IFP Advisors, Inc 0.00% Reduce -57.7% 1,709 $106K
Hexagon Capital Partners LLC 0.02% Add +10.2% 1,701 $106K
Federated Hermes, Inc. 0.00% Reduce -2.0% 1,681 $104K
Smithfield Trust Co 0.01% No change 1,673 $104K
Opal Wealth Advisors, LLC 0.03% New 1,663 $103K
Arax Advisory Partners 0.01% Reduce -49.7% 1,555 $97K
Exchange Traded Concepts, LLC 0.00% Reduce -17.6% 1,528 $95K
Vision Financial Markets LLC 0.10% No change 1,506 $94K
CVA Family Office, LLC 0.01% Reduce -12.1% 1,494 $93K
Crews Bank & Trust 0.02% No change 1,482 $92K
Acadian Asset Management LLC 0.00% Add +115.1% 1,497 $92K
PSI Advisors, LLC 0.03% No change 1,481 $92K
Flaharty Asset Management, LLC 0.01% New 1,475 $92K
Flagship Wealth Advisors, LLC 0.04% Add +45.1% 1,441 $90K
TD Private Client Wealth LLC 0.00% Reduce -1.9% 1,373 $85K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,312 $81K
Ransom Advisory, Ltd 0.04% No change 1,253 $78K
Holos Integrated Wealth LLC 0.05% No change 1,249 $78K
Capital Advisors, Ltd. LLC 0.01% Add +1.9% 1,217 $76K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.1% 1,222 $76K
Lindbrook Capital, LLC 0.01% Reduce -48.7% 1,204 $75K
Nemes Rush Group LLC 0.01% No change 1,200 $75K
Tsfg, LLC 0.02% Reduce -10.2% 1,195 $74K
Quent Capital, LLC 0.01% Reduce -37.0% 1,187 $74K
Rothschild Investment LLC 0.00% Add +3.7% 1,139 $71K
Brown Brothers Harriman & Co. 0.00% Add +4.2% 1,131 $70K
Washington Trust Advisors, Inc. 0.01% Reduce -3.6% 1,129 $70K
Walleye Trading LLC 0.00% New 1,125 $70K
FSA Wealth Management LLC 0.03% No change 1,105 $69K
Hantz Financial Services, Inc. 0.00% Reduce -74.8% 1,091 $68K
First Community Trust NA 0.06% No change 1,080 $67K
First Horizon Advisors, Inc. 0.00% Add +47.2% 1,026 $64K
Granite FO LLC 0.04% No change 1,000 $62K
Amica Retiree Medical Trust 0.09% Reduce -15.1% 992 $62K
Tortoise Investment Management, LLC 0.01% No change 990 $61K
GoalVest Advisory LLC 0.02% Add +0.3% 984 $61K
Manchester Capital Management LLC 0.01% Reduce -12.1% 955 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +19.1% 924 $57K
City Holding Co. 0.01% New 885 $55K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 874 $54K
Versant Capital Management, Inc 0.01% Add +369.8% 855 $53K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $53K
Farmers & Merchants Investments Inc. 0.00% No change 850 $53K
Cromwell Holdings LLC 0.03% Add +44.2% 829 $51K
Gould Capital, LLC 0.03% No change 800 $50K
Heritage Wealth Advisors 0.00% Add +16.4% 800 $50K
Deseret Mutual Benefit Administrators 0.02% No change 785 $49K
Brooklyn Investment Group 0.01% Add +8.0% 785 $49K
Larson Financial Group LLC 0.00% Add +21.3% 776 $48K
Zions Bancorporation, National Association 0.00% — 748 $46K
Perkins Coie Trust Co 0.01% No change 734 $46K
Asset Dedication, LLC 0.00% Add +1.5% 729 $45K
Glass Jacobson Investment Advisors llc 0.01% No change 787 $45K
Mowery & Schoenfeld Wealth Management, LLC 0.09% Reduce -7.6% 708 $44K
HM Payson & Co. 0.00% Reduce -55.5% 700 $43K
Clearstead Advisors, LLC 0.00% Add +19.8% 695 $43K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.5% 672 $42K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -4.1% 695 $40K
UMB Bank, n.a. 0.00% Reduce -8.9% 647 $40K
Loomis Sayles & Co. L P 0.00% Reduce -34.8% 647 $40K
Broadwater Capital Management LLC 0.03% No change 620 $39K
First Financial Corp. 0.02% Add +3529.4% 617 $38K
Bangor Savings Bank 0.00% Reduce -29.2% 604 $38K
Kiker Wealth Management, LLC 0.03% New 600 $37K
Pinney & Scofield, Inc. 0.03% No change 580 $36K
DT Investment Partners, LLC 0.00% No change 577 $36K
Caldwell Trust Co 0.00% No change 574 $36K
MV Capital Management, Inc. 0.00% Add +1.1% 566 $35K
Rossby Financial, LCC 0.01% New 595 $34K
Salem Investment Counselors Inc. 0.00% No change 545 $34K
Simplex Trading, LLC 0.00% New 523 $32K
Bfsg, LLC 0.00% No change 500 $31K
Webster Bank, N. A. 0.00% No change 500 $31K
Leonteq Securities AG 0.00% Reduce -75.2% 504 $31K
Sawyer & Company, Inc 0.01% No change 500 $31K
Coston, McIsaac & Partners 0.01% No change 500 $31K
Independence Bank of Kentucky 0.00% No change 485 $30K
Assetmark, Inc. 0.00% Reduce -5.5% 482 $30K
West Branch Capital LLC 0.01% No change 478 $30K
Oakworth Capital, Inc. 0.00% No change 467 $29K
Bogart Wealth, LLC 0.00% Add +1.8% 462 $29K
Piscataqua Savings Bank 0.02% No change 450 $28K
AlphaQuest LLC 0.00% Reduce -95.8% 396 $25K
HFM Investment Advisors, LLC 0.01% — 370 $23K
Ogorek Anthony Joseph /NY/ 0.01% New 357 $22K
Paladin Advisory Group, LLC 0.02% No change 334 $21K
VSM Wealth Advisory, LLC 0.01% No change 323 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 320 $20K
Private Wealth Management Group, LLC 0.01% Reduce -0.3% 305 $19K
Chesapeake Asset Management LLC 0.02% Reduce -23.8% 305 $19K
Delta Asset Management LLC 0.00% No change 300 $19K
Harbour Investments, Inc. 0.00% Reduce -13.8% 300 $19K
Colonial Trust Advisors 0.00% No change 293 $18K
Raleigh Capital Management Inc. 0.01% Reduce -57.3% 289 $18K
Gleason Group, Inc. 0.00% Add +1.1% 287 $18K
Garde Capital, Inc. 0.00% New 283 $18K
Bruce G. Allen Investments, LLC 0.01% Add +7.3% 280 $17K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 266 $17K
First Command Advisory Services, Inc. 0.00% No change 262 $16K
Golden State Wealth Management, LLC 0.00% Add +0.8% 250 $16K
Anchor Investment Management, LLC 0.00% No change 246 $15K
Creative Financial Designs Inc. 0.00% Add +3.4% 246 $15K
GW&K Investment Management, LLC 0.00% Reduce -4.0% 241 $15K
Chilton Capital Management LLC 0.00% No change 239 $15K
Rise Advisors, LLC 0.01% Reduce -38.7% 236 $15K
Sierra Ocean, LLC 0.01% Add +162.9% 234 $15K
BankPlus Trust Department 0.00% No change 232 $14K
SJS Investment Consulting Inc. 0.00% Add +2.8% 224 $14K
Atticus Wealth Management, LLC 0.00% No change 220 $14K
MPWM Advisory Solutions, LLC 0.01% No change 218 $14K
Addison Advisors LLC 0.00% Reduce -75.2% 213 $13K
Financial Perspectives, Inc 0.00% No change 210 $13K
Clearstead Trust, LLC 0.00% New 203 $13K
ESL Trust Services, LLC 0.00% No change 200 $12K
Investors Research Corp 0.00% No change 199 $12K
Valley National Advisers Inc. 0.00% No change 194 $12K
North Star Investment Management Corp. 0.00% No change 191 $12K
2UniFi Bank 0.01% No change 187 $12K
CoreCap Advisors, LLC 0.00% Reduce -69.0% 189 $12K
City State Bank 0.00% No change 187 $12K
Red Tortoise LLC 0.01% No change 181 $11K
Pinnacle Bancorp, Inc. 0.00% New 172 $11K
Hemington Wealth Management 0.00% Add +158.8% 176 $10K
Midwest Capital Advisors, LLC 0.01% No change 155 $10K
NewSquare Capital LLC 0.00% Add +3775.0% 155 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 149 $9K
JFS Wealth Advisors, LLC 0.00% Add +75.3% 149 $9K
Saudi Central Bank 0.05% New 144 $9K
Fourth Dimension Wealth, LLC 0.00% Add +0.0% 142 $9K
Pingora Partners LLC 0.01% No change 140 $9K
LRI Investments, LLC 0.00% No change 131 $8K
Robbins Farley 0.00% No change 125 $8K
Ameriflex Group, Inc. 0.00% No change 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 0.01% No change 113 $7K
GHP Investment Advisors, Inc. 0.00% No change 112 $7K
Colonial Trust Co / SC 0.00% Reduce -36.2% 111 $7K
High Note Wealth, LLC 0.00% Add +36.3% 109 $7K
WealthCollab, LLC 0.00% Reduce -33.3% 100 $6K
Lavaca Capital LLC 0.00% No change 100 $6K
Wood Tarver Financial Group, LLC 0.00% Reduce -1.0% 96 $6K
True Wealth Design, LLC 0.00% Add +295.8% 95 $6K
Grove Bank & Trust 0.00% Reduce -1.1% 94 $6K
Dunhill Financial, LLC 0.00% Reduce -6.3% 89 $6K
Bernard Wealth Management Corp. 0.00% New 85 $5K
Bell Investment Advisors, Inc 0.00% Reduce -8.8% 83 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 83 $5K
Avion Wealth 0.00% No change 97 $5K
Tompkins Financial Corp. 0.00% No change 75 $5K
Abound Wealth Management 0.00% Reduce -24.7% 73 $5K
Lowe Wealth Advisors, LLC 0.00% No change 72 $4K
Raffa Wealth Management, LLC 0.00% No change 71 $4K
Synergy Investment Management, LLC 0.00% No change 68 $4K
Parvin Asset Management, LLC 0.00% New 67 $4K
WPG Advisers, LLC 0.00% Reduce -44.2% 67 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -96.0% 65 $4K
SBI Securities Co., Ltd. 0.00% Reduce -1.5% 64 $4K
Barnes Dennig Private Wealth Management LLC 0.01% — 62 $4K
Beacon Capital Management, LLC 0.00% Add +1.9% 55 $3K
Sunbelt Securities, Inc. 0.00% No change 46 $3K
Trifecta Capital Advisors, LLC 0.00% Reduce -17.9% 46 $3K
Provenance Wealth Advisors, LLC 0.00% No change 45 $3K
Activest Wealth Management 0.00% Add +0.0% 43 $3K
Winch Advisory Services, LLC 0.00% Add +2.4% 43 $3K
WealthTrak Capital Management LLC 0.00% Add +300.0% 40 $2K
Pacifica Partners Inc. 0.00% No change 40 $2K
Cornerstone Planning Group LLC 0.00% Add +100.0% 42 $2K
Ancora Advisors LLC 0.00% Add +19.4% 37 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +45.8% 35 $2K
Financial Management Professionals, Inc. 0.00% Add +275.0% 30 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -39.1% 28 $2K
Clark Wealth Partners 0.00% Reduce -3.6% 27 $2K
TCTC Holdings, LLC 0.00% Reduce -86.9% 27 $2K
NFSG Corp 0.00% Reduce -69.7% 27 $2K
Global Financial Private Client, LLC 0.00% Add +271.4% 26 $2K
MCF Advisors LLC 0.00% Reduce -80.5% 26 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Highline Wealth Partners LLC 0.00% Add +140.0% 24 $1K
Key Financial Inc 0.00% No change 24 $1K
Friedenthal Financial 0.00% No change 21 $1K
Fortitude Family Office, LLC 0.00% No change 21 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Main Street Group, LTD 0.00% New 18 $1K
Penserra Capital Management LLC 0.00% Reduce -96.9% 30 $1K
Rialto Wealth Management, LLC 0.00% New 16 $994
Binnacle Investments Inc 0.00% — 15 $932
Osterweis Capital Management Inc. 0.00% New 15 $932
Nvwm, LLC 0.00% No change 14 $870
Halbert Hargrove Global Advisors, LLC 0.00% New 13 $800
TFC Financial Management, Inc. 0.00% No change 12 $746
Capital A Wealth Management, LLC 0.00% Reduce -36.8% 12 $745
CBIZ Investment Advisory Services, LLC 0.00% New 11 $683
Strengthening Families & Communities, LLC 0.00% No change 10 $621
Kestra Investment Management, LLC 0.00% Reduce -98.2% 9 $559
Bay Harbor Wealth Management, LLC 0.00% New 8 $496
Parkworth Wealth Management, Inc. 0.00% Add +16.7% 7 $435
Principia Wealth Advisory, LLC 0.00% No change 7 $394
Winnacle Wealth LLC 0.00% No change 6 $336
American Capital Advisory, LLC 0.00% New 4 $249
Bartlett & Co. Wealth Management LLC 0.00% Reduce -99.8% 3 $186
Valued Wealth Advisors LLC 0.00% No change 2 $126
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.2% 2 $124
Transce3nd, LLC 0.00% Reduce -95.1% 2 $124
SOA Wealth Advisors, LLC. 0.00% No change 1 $72
ORG Partners LLC 0.00% New 1,312 $0
Winthrop Capital Management, LLC 0.00% No change 6 $0

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