Eversource EnergyES
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $222.3M |
| Exits | 89 | $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.