Eversource EnergyES

13F holders, Q2 2025 (June 30)
932holders +42
116new positions
78sold out
7famous investors
$63.61avg. 13F price*

At the end of Q2 2025, 932 institutions reported holding Eversource Energy (ES) in their 13F filings, up 42 from Q1 2025. 116 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.7B). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Steve Cohen (0.1% of Point72 Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions116$222.5M
Exits78$113.9M

All 13F filers, Q1 2025 → Q2 2025: 33,911,657 shares bought and 27,619,862 shares sold, net +6,291,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 932 holders

Vanguard Group Inc. 0.05% Add +1.5% 45,652,661 $2.9B
BlackRock, Inc. 0.05% Reduce -0.8% 39,093,095 $2.5B
State Street Corp. 0.07% Add +1.7% 27,343,038 $1.7B
FMR LLC 0.04% Add +1.1% 10,939,351 $696.0M
Geode Capital Management, LLC 0.04% Add +2.3% 9,273,415 $587.4M
Magellan Asset Management Ltd 5.06% Add +1.1% 6,952,127 $442.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +15.3% 6,575,737 $418.3M
Morgan Stanley 0.03% Add +15.3% 6,244,110 $397.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -0.3% 5,872,437 $373.6M
Victory Capital Management Inc. 0.23% Add +1109.3% 5,395,173 $345.5M
Invesco Ltd. 0.06% Reduce -11.1% 5,366,994 $341.4M
Legal & General Group Plc 0.08% Reduce -4.7% 5,025,034 $319.7M
Nuveen, LLC 0.08% Add +1.7% 4,684,403 $298.0M
Zimmer Partners, LP 6.37% Add +4989.3% 4,371,700 $278.1M
Wellington Management Group LLP 0.05% Reduce -74.7% 4,347,464 $276.6M
Norges Bank 0.03% Add +21.4% 4,318,516 $274.7M
American Century Companies Inc. 0.14% Add +8.0% 4,126,550 $262.5M
UBS Group AG 0.05% Add +14.8% 3,984,309 $253.5M
Northern Trust Corp. 0.03% Reduce -7.4% 3,647,505 $232.1M
Public Sector Pension Investment Board 0.92% Reduce -0.7% 3,401,000 $216.4M
HSBC Holdings PLC 0.12% Add +2.4% 3,013,674 $191.8M
Millennium Management 0.17% Add +512.9% 2,958,544 $188.2M
ProShare Advisors LLC 0.36% Reduce -8.7% 2,824,331 $179.7M
Lazard Asset Management LLC 0.26% Add +43905.7% 2,692,707 $171.3M
Goldman Sachs Group Inc. 0.03% Add +16.5% 2,614,748 $166.4M
Pictet Asset Management Holding SA 0.16% Add +907.9% 2,471,759 $157.3M
Bank of New York Mellon Corp 0.03% Reduce -3.7% 2,431,248 $154.7M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -1.2% 2,293,579 $145.9M
Royal Bank of Canada 0.03% Add +2.7% 2,288,740 $145.6M
First Trust Advisors LP 0.11% Add +50.7% 2,074,159 $132.0M
Amundi 0.04% Reduce -70.9% 1,886,942 $121.6M
Franklin Resources Inc. 0.03% Reduce -16.3% 1,771,696 $112.7M
Bank of America Corp. 0.01% Reduce -12.7% 1,771,145 $112.7M
Dimensional Fund Advisors LP 0.02% Add +12.4% 1,677,667 $106.7M
Nordea Investment Management AB 0.10% Reduce -3.2% 1,623,363 $104.2M
Deutsche Bank AG 0.04% Reduce -1.6% 1,549,255 $98.6M
Barclays PLC 0.04% Add +19.4% 1,461,977 $93.0M
California Public Employees Retirement System 0.06% Reduce -12.8% 1,431,892 $91.1M
JPMorgan Chase & Co. 0.01% Reduce -30.8% 1,391,874 $88.6M
Empower Advisory Group, LLC 0.24% Add +8.2% 1,248,537 $79.4M
Macquarie Group Ltd. 0.09% Add +6.4% 1,129,685 $71.9M
Covalis Capital LLP 9.02% New 1,121,926 $71.4M
Swiss National Bank 0.04% Add +7.5% 1,111,133 $70.7M
Panagora Asset Management Inc. 0.32% Add +310.1% 1,110,122 $70.6M
M&G PLC 0.39% Reduce -19.8% 1,063,244 $68.0M
California State Teachers Retirement System 0.07% Reduce -4.4% 1,059,172 $67.4M
Man Group plc 0.14% Add +131.7% 1,017,454 $64.7M
NFJ Investment Group, LLC 2.25% Reduce -5.8% 1,013,055 $64.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +4.3% 964,270 $61.3M
Boston Trust Walden Corp 0.43% Reduce -3.4% 957,132 $60.9M
Vest Financial, LLC 0.83% Reduce -5.0% 921,600 $58.6M
Mackenzie Financial Corp. 0.07% Reduce -24.6% 901,853 $57.4M
Wells Fargo & Company 0.01% Reduce -6.8% 900,485 $57.3M
Adage Capital Partners Gp, L.L.C. 0.10% Add +168.6% 899,034 $57.2M
Caisse de depot et placement du Quebec 0.12% Reduce -32.3% 873,490 $55.6M
Nomura Asset Management Co. Ltd. 0.15% Reduce -3.8% 866,007 $55.1M
Rhumbline Advisers 0.04% Add +2.2% 798,691 $50.8M
Gabelli Funds LLC 0.37% Reduce -2.0% 796,250 $50.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +3.2% 787,333 $50.1M
Aberdeen Group plc 0.08% Add +12.0% 762,881 $48.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.9% 728,835 $46.4M
CANADA LIFE ASSURANCE Co 0.07% Add +8.5% 722,886 $46.1M
New York State Common Retirement Fund 0.06% Add +0.6% 714,560 $45.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +1.0% 707,289 $45.0M
Old Republic International Corp. 1.76% No change 703,933 $44.8M
Swedbank AB 0.05% Add +9.8% 651,091 $41.4M
Canada Pension Plan Investment Board 0.04% No change 646,334 $41.1M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -3.4% 635,379 $40.4M
BNP Paribas Financial Markets 0.03% Reduce -34.4% 590,047 $37.5M
Verition Fund Management LLC 0.22% Add +414.5% 585,436 $37.2M
Aventail Capital Group, LP 1.65% Add +23.6% 582,353 $37.0M
Russell Investments Group, Ltd. 0.05% Add +0.1% 566,744 $36.1M
Swiss Life Asset Management Ltd 0.21% Add +9.9% 534,528 $34.0M
National Pension Service 0.03% Add +0.7% 532,793 $33.9M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 529,278 $33.7M
Marshall Wace, LLP 0.04% Add +1243.5% 523,480 $33.3M
Aviva PLC 0.07% Reduce -37.0% 520,001 $33.1M
Alliancebernstein L.P. 0.01% Add +8.3% 516,242 $32.8M
Bank of Montreal 0.02% Reduce -13.8% 510,810 $32.5M
Stifel Financial Corp. 0.03% Add +5.1% 487,921 $31.0M
Retirement Systems of Alabama 0.11% Reduce -1.4% 470,218 $29.9M
Susquehanna Portfolio Strategies, LLC 0.61% New 441,860 $28.1M
Renaissance Technologies 0.04% Add +144.2% 437,980 $27.9M
Act Two Investors LLC 5.68% Add +42.3% 437,012 $27.8M
Royal London Asset Management Ltd. 0.06% Reduce -6.1% 427,925 $27.2M
Principal Financial Group Inc. 0.01% Reduce -3.1% 419,523 $26.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +7.9% 419,251 $26.7M
LPL Financial LLC 0.01% Add +13.7% 417,262 $26.5M
Envestnet Asset Management Inc. 0.01% Add +38.0% 403,870 $25.7M
Point72 Asset Management 0.06% New 397,006 $25.3M
Robeco Institutional Asset Management B.V. 0.04% Add +42.0% 392,094 $24.9M
KLP Kapitalforvaltning As 0.11% Add +4.8% 383,993 $24.4M
Allianz Asset Management GmbH 0.03% Add +244.5% 373,788 $23.8M
Alps Advisors Inc. 0.13% Reduce -6.7% 367,058 $23.4M
LSV Asset Management 0.05% Add +135.7% 363,014 $23.1M
Raymond James Financial Inc. 0.01% Add +3.9% 352,874 $22.4M
AQR Capital Management 0.02% Add +22.9% 351,230 $22.3M
Maryland State Retirement & Pension System 0.49% Add +6.5% 348,939 $22.2M
Danske Bank A/S 0.06% Add +17.3% 348,637 $22.2M
State Board of Administration of Florida Retirement System 0.04% Add +1.9% 343,468 $21.9M
New York State Teachers Retirement System 0.04% Add +0.1% 312,716 $19.9M
Duff & Phelps Investment Management Co. 0.23% No change 303,840 $19.3M
Los Angeles Capital Management LLC 0.07% Add +0.6% 293,702 $18.7M
Citigroup Inc. 0.01% Reduce -21.7% 290,477 $18.5M
AE Wealth Management LLC 0.13% Add +382.2% 288,828 $18.4M
AXA S.A. 0.05% Reduce -26.0% 288,640 $18.4M
Sound Income Strategies, LLC 1.03% Add +6.5% 283,450 $18.0M
Commonwealth Equity Services, LLC 0.02% Add +1.2% 282,971 $18.0M
PNC Financial Services Group, Inc. 0.01% Reduce -33.6% 282,854 $18.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -4.5% 281,379 $17.9M
KBC Group NV 0.05% Reduce -4.3% 278,514 $17.7M
Korea Investment CORP 0.04% Add +2.5% 270,804 $17.2M
Abn Amro Investment Solutions 0.33% Reduce -3.0% 261,897 $16.7M
National Bank of Canada 0.02% Reduce -8.7% 256,773 $16.3M
AMF Tjanstepension AB 0.10% Add +71.3% 244,990 $15.6M
HighTower Advisors, LLC 0.02% Add +39.0% 243,334 $15.5M
Meiji Yasuda Asset Management Co Ltd. 0.75% Add +1.8% 236,483 $15.0M
Quantinno Capital Management LP 0.06% Add +103.2% 235,182 $15.0M
Wealthfront Advisers LLC 0.04% Add +0.0% 231,708 $14.7M
State of Wisconsin Investment Board 0.04% Reduce -15.0% 228,569 $14.5M
Systematic Alpha Investments, LLC 0.51% No change 226,152 $14.4M
Janney Montgomery Scott LLC 0.04% Reduce -1.4% 225,363 $14.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -5.2% 221,048 $14.1M
Adams Diversified Equity Fund, Inc. 0.49% New 215,000 $13.7M
Prudential Financial Inc. 0.02% Add +7.5% 214,961 $13.7M
Brookstone Capital Management 0.17% Add +5.9% 208,437 $13.3M
Voloridge Investment Management, LLC 0.05% Reduce -76.0% 203,229 $12.9M
Easterly Investment Partners LLC 0.92% Add +1.0% 202,315 $12.9M
Baillie Gifford & Co. 0.01% Reduce -52.3% 199,110 $12.7M
Cetera Investment Advisers 0.02% Add +75.4% 198,424 $12.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.0% 194,052 $12.3M
ASR Vermogensbeheer N.V. 0.16% Add +0.2% 193,382 $12.3M
Holocene Advisors, LP 0.03% Add +1.6% 189,798 $12.1M
ZWJ Investment Counsel Inc. 0.43% Reduce -3.8% 183,893 $11.7M
Yaupon Capital Management LP 0.78% New 183,437 $11.7M
APG Asset Management N.V. 0.03% Add +3.8% 204,300 $11.1M
Treasurer of the State of North Carolina 0.04% Add +2.2% 171,619 $10.9M
Osaic Holdings, Inc. 0.02% Add +60.3% 170,983 $10.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +40.5% 167,362 $10.6M
U.S. Capital Wealth Advisors, LLC 0.31% Add +5.5% 166,616 $10.6M
Resona Asset Management Co.,Ltd. 0.05% Add +4.3% 158,290 $10.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 154,744 $9.8M
Toronto Dominion Bank 0.02% Add +19.1% 154,442 $9.8M
Asset Management One Co., Ltd. 0.03% Add +2.3% 153,302 $9.8M
Storebrand Asset Management As 0.03% Add +9.8% 152,109 $9.7M
Ethic Inc. 0.17% Reduce -15.9% 150,932 $9.6M
Ameriprise Financial Inc. 0.00% Add +19.5% 147,106 $9.3M
Yousif Capital Management, LLC 0.10% Reduce -3.8% 146,693 $9.3M
Ensign Peak Advisors, Inc 0.02% Reduce -28.1% 143,475 $9.1M
TD Asset Management Inc 0.01% Reduce -2.2% 142,091 $9.0M
GAMCO Investors 0.09% Reduce -0.5% 139,343 $8.9M
DNB Asset Management AS 0.04% Reduce -44.7% 137,613 $8.8M
Mn Services Vermogensbeheer B.V. 0.06% Add +8.6% 137,189 $8.7M
Westpac Banking Corp. 0.58% Add +1.2% 135,754 $8.6M
IFM Investors Pty Ltd 0.08% Reduce -1.1% 130,850 $8.3M
Van Lanschot Kempen Investment Management N.V. 0.08% Add +4.8% 125,452 $8.0M
Van Eck Associates Corp. 0.01% Add +8.9% 125,215 $8.0M
Gotham Asset Management 0.05% Add +1012.6% 122,396 $7.8M
Guggenheim Capital LLC 0.06% Add +11.6% 121,453 $7.7M
Voya Investment Management LLC 0.01% Add +7.9% 120,138 $7.6M
State of New Jersey Common Pension Fund D 0.03% No change 119,771 $7.6M
Focus Partners Wealth 0.02% Reduce -68.2% 117,260 $7.5M
Harvest Portfolios Group Inc. 0.17% Add +13.6% 115,384 $7.3M
Public Employees Retirement System of Ohio 0.02% Add +0.9% 114,068 $7.3M
John G Ullman & Associates Inc. 1.06% Reduce -0.3% 112,702 $7.2M
Wedge Capital Management L L P 0.13% Reduce -0.7% 111,928 $7.1M
State of Michigan Retirement System 0.04% Add +3.7% 110,533 $7.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -9.9% 107,342 $6.8M
Arizona State Retirement System 0.04% Add +1.3% 107,291 $6.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -8.3% 105,489 $6.8M
Boston Common Asset Management, LLC 0.19% Reduce -6.9% 106,006 $6.7M
DekaBank Deutsche Girozentrale 0.01% Add +0.8% 101,201 $6.4M
Forsta Ap-Fonden 0.04% Reduce -5.4% 96,800 $6.2M
Comerica Bank 0.02% Reduce -5.6% 96,751 $6.2M
Ausbil Investment Management Ltd 3.55% New 95,243 $6.1M
Ostrum Asset Management 0.28% Add +36.6% 94,133 $6.0M
MetLife Investment Management, LLC 0.04% Reduce -1.7% 93,608 $6.0M
Creative Planning 0.01% Reduce -1.8% 93,419 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.1% 92,388 $5.9M
Morgan Dempsey Capital Management LLC 2.44% Reduce -1.1% 91,953 $5.9M
Czech National Bank 0.04% Add +6.6% 89,801 $5.7M
Soltis Investment Advisors LLC 0.45% Add +8.8% 89,247 $5.7M
Sanctuary Advisors, LLC 0.04% Add +3.6% 89,183 $5.7M
Jane Street Group, LLC 0.01% Add +735.2% 85,040 $5.4M
Burney Co./ 0.18% Add +85.1% 83,720 $5.3M
Raiffeisen Bank International AG 0.08% Add +7.5% 85,043 $5.3M
Susquehanna International Group, LLP 0.01% Add +212.9% 83,282 $5.3M
Sei Investments Co. 0.01% Reduce -69.2% 79,495 $5.1M
Candriam S.C.A. 0.03% Add +10.3% 78,832 $5.0M
Brevan Howard Capital Management LP 0.05% Add +91.7% 76,975 $4.9M
Xponance LLC 0.04% Reduce -14.2% 75,089 $4.8M
Susquehanna Fundamental Investments, LLC 0.13% No change 73,305 $4.7M
State of Tennessee, Department of Treasury 0.02% Reduce -0.1% 73,192 $4.7M
Federation des caisses Desjardins du Quebec 0.02% Add +246.4% 72,372 $4.6M
Nisa Investment Advisors, LLC 0.02% Reduce -0.2% 71,984 $4.6M
Amalgamated Bank 0.04% Add +0.8% 71,889 $4.6M
Mariner, LLC 0.01% Add +11.5% 70,016 $4.5M
FIL Ltd 0.00% Reduce -0.6% 68,210 $4.3M
Natixis Advisors, LLC 0.01% Add +14.9% 67,268 $4.3M
Corient Private Wealth LP 0.01% Reduce -3.5% 67,160 $4.3M
Thrivent Financial for Lutherans 0.01% Add +1.2% 66,779 $4.2M
Edgemoor Investment Advisors, Inc. 0.37% Add +5.0% 66,378 $4.2M
Riverview Capital Advisers, LLC 1.21% Reduce -28.0% 66,328 $4.2M
Cerity Partners LLC 0.01% Reduce -2.9% 66,121 $4.2M
Commerce Bank 0.02% Reduce -0.5% 66,010 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -2.4% 65,503 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +36.1% 64,544 $4.2M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -2.4% 65,319 $4.2M
Prudential PLC 0.03% Reduce -46.3% 64,808 $4.1M
Illinois Municipal Retirement Fund 0.06% Reduce -48.4% 63,723 $4.1M
Fulcrum Asset Management LLP 1.16% — 63,662 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +5.3% 63,498 $4.0M
Vontobel Holding Ltd. 0.01% Reduce -33.1% 63,339 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.7% 63,282 $4.0M
Baird Financial Group, Inc. 0.01% Add +43.0% 62,592 $4.0M
Assetmark, Inc. 0.01% Add +12717.4% 61,780 $3.9M
Kestra Private Wealth Services, LLC 0.06% Add +7.8% 61,507 $3.9M
Daiwa Securities Group Inc. 0.01% Add +1.8% 61,331 $3.9M
Utah Retirement Systems 0.04% Reduce -0.4% 60,474 $3.8M
SummitTX Capital, L.P. 0.17% New 60,000 $3.8M
Neuberger Berman Group LLC 0.00% Add +18.6% 59,498 $3.8M
Schnieders Capital Management LLC 0.66% Add +87.8% 58,444 $3.7M
Mirova US LLC 0.04% New 57,789 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.6% 57,767 $3.7M
O'shaughnessy Asset Management, LLC 0.02% Add +31.0% 57,497 $3.7M
Agf Management Ltd. 0.02% Add +12.3% 56,868 $3.6M
Ofi Invest Asset Management 0.09% Reduce -7.8% 66,640 $3.6M
Greenland Capital Management LP 0.48% New 56,653 $3.6M
Castellan Group 0.65% Add +6.7% 55,825 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.3% 55,808 $3.6M
Plato Investment Management Ltd 0.27% Add +0.1% 55,967 $3.5M
Teacher Retirement System of Texas 0.01% Add +4.2% 55,715 $3.5M
USS Investment Management Ltd 0.02% No change 55,447 $3.5M
New York Life Investment Management LLC 0.03% Reduce -0.9% 55,223 $3.5M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -3.4% 54,256 $3.5M
Generali Asset Management SPA SGR 0.08% Add +18.6% 53,498 $3.4M
Vaughan David Investments LLC 0.08% Reduce -5.7% 52,996 $3.4M
Bank of Nova Scotia 0.01% Add +18.2% 52,494 $3.3M
CIBC Asset Management Inc 0.01% Reduce -5.9% 51,737 $3.3M
Pathstone Holdings, LLC 0.01% Add +8.2% 51,332 $3.3M
Kinloch Capital, LLC 1.50% Add +3.6% 50,624 $3.2M
Ieq Capital, LLC 0.02% Add +30.8% 49,887 $3.2M
Janus Henderson Group PLC 0.00% Add +4.9% 49,063 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Add +2.6% 48,639 $3.1M
Pinnacle Associates Ltd. 0.04% Reduce -0.6% 48,513 $3.1M
Northwest & Ethical Investments L.P. 0.07% New 47,319 $3.0M
Captrust Financial Advisors 0.01% Add +5.4% 47,249 $3.0M
Schroder Investment Management Group 0.00% Add +4.6% 47,173 $3.0M
Genus Capital Management Inc. 0.38% Add +71.2% 46,400 $3.0M
Cibc World Markets Corp. 0.02% Add +4.5% 46,217 $2.9M
Two Sigma Investments, LP 0.01% Reduce -27.0% 45,688 $2.9M
Inspire Advisors, LLC 0.30% Add +5.8% 45,545 $2.9M
Elo Mutual Pension Insurance Co 0.06% Add +7.7% 44,734 $2.8M
Stephens Inc. 0.04% Add +0.5% 43,962 $2.8M
MML Investors Services, LLC 0.01% Add +129.0% 43,580 $2.8M
Cwm, LLC 0.01% Add +3.0% 42,484 $2.7M
Oddo BHF Asset Management Sas 0.10% Reduce -6.6% 42,285 $2.7M
Y-Intercept (Hong Kong) Ltd 0.07% Add +301.8% 42,179 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -1.2% 42,123 $2.7M
UniSuper Management Pty Ltd 0.02% Reduce -1.4% 41,394 $2.6M
Synergy Asset Management, LLC 0.30% New 41,351 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -4.3% 41,124 $2.6M
Heritage Trust Co 0.30% Add +3.4% 40,765 $2.6M
Somerset Trust Co 0.83% Add +0.3% 39,948 $2.5M
Woodline Partners LP 0.01% Add +28.2% 39,739 $2.5M
Tredje AP-fonden 0.02% Reduce -67.1% 39,721 $2.5M
Mercer Global Advisors Inc. 0.01% Add +9.9% 39,691 $2.5M
Rafferty Asset Management, LLC 0.01% Add +19.6% 39,484 $2.5M
Advisors Asset Management, Inc. 0.04% Add +31.1% 39,391 $2.5M
OP Asset Management Ltd 0.04% Reduce -0.3% 38,637 $2.5M
Tidal Investments LLC 0.02% Reduce -12.8% 37,435 $2.4M
&partners 0.02% Reduce -14.8% 37,264 $2.4M
Avanza Fonder AB 0.07% Reduce -1.9% 36,913 $2.3M
1834 Investment Advisors Co. 0.30% New 36,891 $2.3M
St Germain D J Co. Inc. 0.10% Add +99.6% 36,813 $2.3M
Public Employees Retirement Association of Colorado 0.01% No change 36,166 $2.3M
STRS Ohio 0.01% Add +53.5% 35,982 $2.3M
Moors & Cabot, Inc. 0.11% Add +0.2% 35,867 $2.3M
Siemens Fonds Invest GmbH 0.13% Add +2.6% 35,856 $2.3M
Arvest Bank Trust Division 0.13% Add +73.9% 34,798 $2.2M
Truist Financial Corp. 0.00% Add +60.8% 34,696 $2.2M
Trexquant Investment LP 0.02% Reduce -75.5% 34,599 $2.2M
LBP Am SA 0.03% Reduce -1.8% 34,572 $2.2M
Worldquant Millennium Advisors LLC 0.01% New 34,356 $2.2M
Neville Rodie & Shaw Inc. 0.16% Add +0.0% 34,096 $2.2M
US Bancorp \de 0.00% Reduce -3.1% 33,950 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +116.0% 33,810 $2.2M
Glenmede Investment Management, LP 0.01% — 33,391 $2.1M
Atria Investments, Inc 0.02% Add +38.1% 32,407 $2.1M
Northcape Wealth Management, LLC 0.63% Add +4.1% 32,343 $2.1M
iSAM Funds (UK) Ltd 0.45% New 32,301 $2.1M
McKinley Carter Wealth Services, Inc. 0.11% Add +874.6% 32,297 $2.1M
Blair William & Co. 0.01% Add +0.8% 31,791 $2.0M
Oregon Public Employees Retirement Fund 0.04% Add +0.6% 31,685 $2.0M
NEOS Investment Management LLC 0.02% Add +21.6% 31,426 $2.0M
South Dakota Investment Council 0.04% Reduce -16.1% 30,866 $2.0M
DC Investments Management, LLC 0.81% No change 30,471 $1.9M
NewEdge Advisors, LLC 0.01% Add +33.8% 30,168 $1.9M
Bradley Foster & Sargent Inc. 0.03% No change 30,150 $1.9M
Steel Grove Capital Advisors, LLC 0.22% Reduce -0.9% 29,670 $1.9M
Pacer Advisors, Inc. 0.00% Add +17.7% 29,509 $1.9M
Sterling Capital Management LLC 0.03% Add +16.2% 29,147 $1.9M
Qsemble Capital Management, LP 0.18% New 29,026 $1.8M
Kintegral Advisory, LLC 0.17% Reduce -0.1% 28,955 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.6% 28,728 $1.8M
Erste Asset Management GmbH 0.02% Add +0.0% 28,249 $1.8M
Redwood Investment Management, LLC 0.19% Add +0.5% 27,451 $1.7M
D.A. Davidson & Co. 0.01% Reduce -0.4% 27,318 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -0.2% 27,017 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +3.8% 26,533 $1.7M
Camelot Portfolios, LLC 1.02% Add +36.9% 26,845 $1.7M
Resources Management Corp. /CT/ 0.23% Reduce -30.2% 26,482 $1.7M
Capital Investment Advisors, LLC 0.03% Add +0.8% 26,467 $1.7M
ProVise Management Group, LLC 0.13% New 26,245 $1.7M
Stratos Wealth Advisors, LLC 0.09% Add +0.3% 25,566 $1.6M
Edmp, Inc. 1.38% Add +4.8% 25,398 $1.6M
Mizuho Securities USA LLC 0.03% — 25,394 $1.6M
Arvest Investments, Inc. 0.24% Add +67.0% 25,114 $1.6M
Norinchukin Bank, The 0.02% Add +9.3% 25,102 $1.6M
Clarkston Capital Partners, LLC 0.03% No change 25,000 $1.6M
Oak Thistle LLC 0.23% Add +56.8% 24,962 $1.6M
Stonebridge Financial Group, LLC 0.15% Add +2.2% 24,961 $1.6M
Cutler Capital Management, LLC 0.67% New 24,747 $1.6M
Allianz SE 0.04% No change 24,584 $1.6M
Argent Advisors, Inc. 0.48% New 24,404 $1.6M
EP Wealth Advisors, LLC 0.01% Add +11.6% 23,767 $1.5M
Private Advisor Group, LLC 0.01% Add +51.7% 23,654 $1.5M
Fifth Third Bancorp 0.01% Reduce -5.6% 23,518 $1.5M
Kentucky Retirement Systems 0.04% Reduce -6.2% 23,508 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -17.7% 23,465 $1.5M
Central Valley Advisors, LLC 0.51% New 23,427 $1.5M
Shell Asset Management Co. 0.05% Add +114.9% 22,529 $1.4M
M&T Bank Corp 0.00% Reduce -27.6% 22,248 $1.4M
Dynamic Technology Lab Private Ltd 0.19% Add +38.3% 22,139 $1.4M
Hartford Investment Management Co. 0.04% Reduce -0.7% 22,126 $1.4M
Great Oak Capital Partners, LLC 0.40% Add +22.5% 21,246 $1.4M
Summit Trail Advisors, LLC 0.02% Add +86.5% 21,885 $1.4M
Ascent Group, LLC 0.05% Add +2.7% 21,725 $1.4M
First PREMIER Bank 0.33% No change 21,593 $1.4M
JB Capital LLC 0.07% Add +0.7% 21,486 $1.4M
Bollard Group LLC 0.03% Add +5.8% 21,476 $1.4M
Essex Financial Services, Inc. 0.08% Add +4.3% 20,175 $1.3M
Integrated Wealth Concepts LLC 0.01% Reduce -16.3% 20,072 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -3.3% 19,834 $1.3M
Finivi Inc. 0.85% Reduce -19.9% 19,778 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.7% 19,668 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.06% New 19,544 $1.2M
Leisure Capital Management 0.47% Add +0.7% 19,491 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.5% 19,400 $1.2M
NorthCoast Asset Management LLC 0.01% Add +2.7% 19,389 $1.2M
Zacks Investment Management 0.01% Add +7.7% 19,359 $1.2M
Pensionfund Sabic 0.35% Reduce -13.1% 19,300 $1.2M
Kestra Advisory Services, LLC 0.01% Add +2.6% 19,288 $1.2M
Bard Financial Services, Inc. 0.15% No change 19,205 $1.2M
Metis Global Partners, LLC 0.03% Reduce -8.2% 19,184 $1.2M
Spirit of America Management Corp. 0.25% Add +6.4% 19,100 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -1.7% 19,098 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.6% 19,075 $1.2M
Intech Investment Management LLC 0.01% Add +10.7% 19,004 $1.2M
Gulf International Bank (UK) Ltd 0.04% No change 18,539 $1.2M
Profund Advisors LLC 0.04% Add +27.8% 18,468 $1.2M
Ironwood Investment Counsel, LLC 0.18% New 18,426 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -38.5% 18,381 $1.2M
PFG Investments, LLC 0.07% Reduce -1.0% 18,386 $1.2M
Empowered Funds, LLC 0.01% Add +13.7% 18,353 $1.2M
Assenagon Asset Management S.A. 0.00% Add +31.4% 18,315 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.2% 18,194 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% No change 17,816 $1.1M
Principle Wealth Partners LLC 0.07% Add +0.5% 17,798 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -23.7% 17,532 $1.1M
Mork Capital Management, LLC 0.81% No change 17,400 $1.1M
Jones Financial Companies LLLP 0.00% Add +48.5% 17,435 $1.1M
New Mexico Educational Retirement Board 0.04% No change 17,116 $1.1M
Inceptionr LLC 0.25% New 16,872 $1.1M
Lido Advisors, LLC 0.01% Add +212.0% 16,764 $1.1M
Quadrant Capital Group LLC 0.04% Add +25.0% 16,684 $1.1M
Twin City Private Wealth, LLC 0.86% New 16,450 $1.0M
Mystic Asset Management, Inc. 0.25% Add +5.0% 16,399 $1.0M
Benjamin Edwards Inc. 0.01% Reduce -0.5% 16,117 $1.0M
McDonald Partners LLC 0.24% Add +2.6% 15,507 $990K
Park Avenue Securities LLC 0.01% Add +5.5% 15,560 $990K
Ellsworth Advisors, LLC 0.24% Add +12.3% 15,414 $981K
Icon Advisers Inc. 0.22% Reduce -15.0% 15,300 $973K
Arkadios Wealth Advisors 0.03% Add +2.3% 15,178 $966K
Engineers Gate Manager LP 0.01% Reduce -22.1% 15,046 $957K
United Capital Financial Advisors, LLC 0.01% Add +7.4% 15,015 $955K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -6.6% 14,812 $942K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -79.8% 14,655 $932K
HB Wealth Management, LLC 0.01% Add +17.7% 14,610 $930K
Marks Group Wealth Management, Inc 0.09% New 14,549 $926K
Penobscot Investment Management Company, Inc. 0.08% Add +1.4% 14,418 $917K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.57% Reduce -27.0% 14,269 $908K
Eastern Bank 0.02% No change 14,246 $906K
Presima Securities ULC 0.21% No change 14,189 $903K
Manske Wealth Management 0.29% Add +1.5% 13,727 $873K
111 Capital 0.15% Add +41.5% 13,396 $852K
Coldstream Capital Management Inc. 0.01% Add +19.7% 13,384 $851K
Vestcor Inc 0.03% Reduce -3.8% 13,373 $851K
Drucker Wealth 3.0, LLC 0.16% New 13,051 $850K
SG Americas Securities, LLC 0.00% Add +49.8% 13,323 $848K
United Asset Strategies, Inc. 0.07% Reduce -6.5% 13,150 $837K
Union Savings Bank 0.38% Reduce -11.0% 12,564 $830K
Graham Capital Management, L.P. 0.03% Add +302.7% 12,995 $827K
Advisory Services Network, LLC 0.01% Add +5.7% 12,444 $823K
CIBC Private Wealth Group LLC 0.00% Reduce -23.7% 12,908 $821K
Flagship Harbor Advisors, LLC 0.04% Add +0.8% 12,860 $818K
J.W. Cole Advisors, Inc. 0.02% Add +19.7% 12,856 $818K
Intrua Financial, LLC 0.12% Add +52.9% 12,837 $817K
MASTERINVEST Kapitalanlage GmbH 0.09% — 12,796 $814K
OneDigital Investment Advisors LLC 0.01% Add +2.6% 12,615 $803K
Wilkins Investment Counsel Inc. 0.11% No change 12,595 $801K
Empirical Finance, LLC 0.04% Add +0.7% 12,427 $791K
OMERS ADMINISTRATION Corp 0.01% No change 12,143 $773K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +9.4% 12,112 $771K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 11,951 $760K
Versor Investments LP 0.13% Add +265.9% 11,909 $758K
Rockefeller Capital Management L.P. 0.00% Add +16.8% 11,816 $752K
Fox Run Management, L.L.C. 0.12% New 11,770 $749K
Principal Securities, Inc. 0.01% Add +461.8% 11,758 $748K
Allworth Financial LP 0.00% Add +25.8% 11,755 $748K
Signaturefd, LLC 0.01% Reduce -10.0% 11,750 $748K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.5% 11,720 $746K
Miller Howard Investments Inc. 0.02% Add +5.7% 11,704 $745K
Ossiam 0.01% Reduce -46.0% 11,602 $738K
Apollon Wealth Management, LLC 0.01% Add +20.2% 11,588 $737K
Dark Forest Capital Management LP 0.03% New 11,462 $729K
Vise Technologies, Inc. 0.03% — 11,433 $727K
Navellier & Associates Inc. 0.09% Add +0.1% 11,343 $722K
Sound Financial Strategies Group, LLC 0.61% New 11,330 $721K
San Luis Wealth Advisors LLC 0.15% Add +0.6% 11,216 $714K
Voleon Capital Management LP 0.04% Reduce -7.5% 11,126 $708K
Prevail Innovative Wealth Advisors, LLC 0.16% New 11,085 $705K
Prosperity Consulting Group, LLC 0.05% Reduce -7.7% 11,011 $701K
Centerpoint Advisors, LLC 0.24% No change 10,983 $699K
Independent Advisor Alliance 0.02% Add +0.6% 10,968 $698K
SlateStone Wealth, LLC 0.06% No change 10,806 $687K
Modern Wealth Management, LLC 0.02% Add +3.5% 10,710 $681K
QRG Capital Management, Inc. 0.01% Reduce -3.4% 10,476 $667K
CBRE Investment Management Listed Real Assets LLC 0.01% Reduce -19.4% 10,238 $651K
V-Square Quantitative Management LLC 0.09% Add +3.9% 10,185 $648K
Global X Japan Co., Ltd. 0.07% Reduce -5.3% 10,182 $648K
Savant Capital, LLC 0.00% Add +18.1% 10,123 $644K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +0.7% 10,087 $642K
GAMMA Investing LLC 0.04% Add +47.4% 10,068 $641K
Orion Porfolio Solutions, LLC 0.01% Add +91.0% 9,983 $635K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.5% 9,978 $635K
Amica Mutual Insurance Co. 0.06% No change 9,930 $632K
Regions Financial Corp. 0.00% Add +0.2% 9,886 $629K
Squarepoint Ops LLC 0.00% Add +0.3% 9,879 $629K
Trivium Point Advisory, LLC 0.07% Reduce -3.5% 9,859 $627K
Merit Financial Group, LLC 0.01% Add +19.1% 9,817 $625K
Claro Advisors Inc. 0.10% Add +3.7% 9,701 $617K
GeoWealth Management, LLC 0.02% New 9,617 $612K
Anchor Capital Advisors LLC 0.02% Reduce -42.1% 9,590 $610K
Vident Advisory, LLC 0.01% Reduce -40.5% 9,574 $609K
Hilltop Holdings Inc. 0.04% Add +7.7% 9,449 $601K
Heritage Financial Services, LLC 0.06% No change 9,432 $600K
First Manhattan Co. Llc. 0.00% No change 9,382 $597K
Accurate Wealth Management, LLC 0.09% Reduce -8.9% 9,028 $597K
Fisher Asset Management 0.00% Add +52.3% 9,324 $593K
My Legacy Advisors, LLC 0.21% Add +5.5% 8,896 $588K
Picton Mahoney Asset Management 0.01% New 9,255 $588K
Tableaux LLC 0.34% No change 9,218 $586K
Greenleaf Trust 0.01% Reduce -16.6% 9,208 $586K
Evergreen Capital Management LLC 0.02% Reduce -9.7% 9,178 $584K
NorthRock Partners, LLC 0.02% Add +10.5% 9,155 $582K
Live Oak Private Wealth LLC 0.09% Reduce -0.9% 9,148 $582K
Central Pacific Bank - Trust Division 0.08% No change 9,000 $573K
Armstrong Advisory Group, Inc. 0.04% Reduce -25.6% 8,993 $572K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -49.6% 8,989 $572K
Investment Management Corp of Ontario 0.01% Reduce -13.5% 8,963 $570K
New England Capital Financial Advisors LLC 0.26% Add +0.3% 8,866 $564K
Bahl & Gaynor LLC 0.00% Reduce -7.1% 8,780 $559K
Finer Wealth Management, Inc. 0.30% No change 8,712 $554K
Valmark Advisers, Inc. 0.01% Reduce -0.1% 8,707 $554K
Howard Capital Management, LLC 0.01% Add +11.0% 8,693 $553K
Scientech Research LLC 0.13% New 8,671 $552K
Cubist Systematic Strategies, LLC 0.01% New 8,652 $550K
Simplex Trading, LLC 0.01% Add +1555.1% 8,656 $550K
Voya Financial Advisors, Inc. 0.06% New 8,651 $548K
Glenview Trust Co 0.01% Add +0.1% 8,588 $546K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.1% 8,555 $544K
Revisor Wealth Management LLC 0.20% Add +106.8% 8,205 $542K
Keynote Financial Services LLC 0.37% Add +12.4% 8,459 $538K
Baker Ellis Asset Management LLC 0.07% Add +4.5% 8,457 $538K
Abel Hall, LLC 0.25% Add +13.9% 8,423 $536K
Prime Capital Investment Advisors, LLC 0.01% Reduce -8.2% 8,396 $534K
Keybank National Association 0.00% Reduce -6.6% 8,330 $530K
Cape Cod Five Cents Savings Bank 0.05% No change 7,668 $522K
Mufg Securities Americas Inc. 0.04% Add +25.4% 8,142 $518K
Centennial Wealth Advisory LLC 0.16% New 8,046 $512K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +3.0% 8,044 $512K
Gen-Wealth Partners Inc 0.20% Add +0.2% 8,007 $509K
CW Advisors, LLC 0.00% Add +33.6% 7,988 $508K
Chatham Capital Group, Inc. 0.08% No change 7,981 $508K
Tiaa Trust, National Association 0.00% Reduce -1.5% 7,978 $507K
Brown Advisory Inc. 0.00% Add +4.6% 7,933 $505K
Contravisory Investment Management, Inc. 0.10% New 7,826 $498K
Connecticut Wealth Management, LLC 0.02% Add +27.4% 7,816 $497K
Fiduciary Trust Co 0.01% Reduce -0.1% 7,791 $496K
Gallagher Fiduciary Advisors, LLC 0.02% Add +5.1% 7,760 $494K
Everett Harris & Co. 0.01% No change 7,700 $490K
Moneco Advisors, LLC 0.05% Add +0.5% 7,685 $489K
Ascentis Wealth Management, LLC 0.13% Add +217.3% 7,545 $487K
Huber Capital Management LLC 0.08% No change 7,629 $485K
Sherbrooke Park Advisers LLC 0.21% Add +87.3% 7,577 $482K
Point72 Asia (Singapore) Pte. Ltd. 0.09% New 7,545 $480K
Valley Brook Capital Group, Inc. 0.36% No change 7,528 $479K
Global Retirement Partners, LLC 0.01% — 7,501 $477K
Hills Bank & Trust Co 0.03% No change 7,490 $477K
Virtu Financial LLC 0.02% New 7,449 $474K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.0% 7,344 $467K
AIA Group Ltd 0.01% New 7,285 $463K
Prosperity Wealth Management, Inc. 0.17% Add +0.3% 7,266 $462K
Daymark Wealth Partners, LLC 0.02% Add +1.2% 7,098 $452K
Huntington National Bank 0.00% Add +6.1% 7,084 $451K
Old North State Wealth Management, LLC 0.23% Add +3.9% 7,076 $451K
Snowden Capital Advisors LLC 0.01% Add +58.9% 7,012 $446K
Csenge Advisory Group 0.02% Reduce -0.4% 6,864 $445K
Belpointe Asset Management LLC 0.02% Reduce -1.2% 6,909 $440K
Welch & Forbes LLC 0.01% Reduce -3.5% 6,908 $439K
J. Safra Sarasin Holding AG 0.01% Add +1.2% 6,882 $438K
Blueshift Asset Management, LLC 0.13% Reduce -33.3% 6,853 $436K
Sachetta, LLC 0.17% Add +0.4% 6,788 $432K
Leslie Global Wealth, LLC 0.22% Add +0.5% 6,593 $419K
Rockland Trust Co. 0.02% Reduce -12.1% 6,568 $418K
AlphaStar Capital Management, LLC 0.03% New 6,560 $417K
Verity & Verity, LLC 0.04% Add +3.1% 6,529 $415K
Seeds Investor LLC 0.10% Add +0.3% 6,505 $414K
Aptus Capital Advisors, LLC 0.00% Reduce -4.7% 6,471 $412K
Vinva Investment Management Ltd 0.01% New 6,395 $405K
Meeder Advisory Services, Inc. 0.02% Reduce -21.5% 6,360 $405K
Quarry LP 0.10% Add +209.8% 6,351 $404K
Callan Family Office, LLC 0.01% New 6,341 $403K
Avidian Wealth Enterprises, LLC 0.02% Add +2.9% 6,179 $393K
AlphaCore Capital LLC 0.01% New 6,166 $392K
Savior LLC 2.12% No change 6,150 $391K
Modera Wealth Management, LLC 0.00% Add +0.9% 6,120 $389K
Bessemer Group Inc. 0.00% Reduce -14.0% 5,995 $382K
WASHINGTON TRUST Co 0.01% Add +148.3% 5,985 $381K
KCM Investment Advisors LLC 0.01% Add +0.7% 5,985 $381K
Welch Group, LLC 0.02% No change 5,936 $378K
Fieldview Capital Management, LLC 0.06% New 5,911 $376K
Cibc World Market Inc. 0.00% New 5,897 $375K
Quadcap Wealth Management, LLC 0.05% Add +1.0% 5,894 $375K
Choreo, LLC 0.01% Add +0.5% 5,858 $373K
Groupe la Francaise 0.01% New 5,834 $371K
Midwest Professional Planners, LTD. 0.10% Reduce -0.2% 5,777 $368K
Horizon Investments, LLC 0.01% Add +9.6% 5,769 $367K
Kelly Financial Group LLC 0.11% Add +0.8% 5,769 $367K
McIlrath & Eck, LLC 0.04% Add +2.5% 5,656 $360K
Ballentine Partners, LLC 0.01% Reduce -5.6% 5,602 $356K
Compound Planning, Inc. 0.01% Reduce -6.2% 5,585 $355K
Advisor OS, LLC 0.03% Reduce -3.5% 5,493 $349K
Beaumont Financial Advisors, LLC 0.03% Add +18.0% 5,472 $348K
Thrive Wealth Management, LLC 0.06% Add +3.6% 5,445 $346K
Alpha Family Trust 0.17% No change 5,440 $346K
American State Bank (Iowa) 0.19% No change 5,436 $346K
Wealthspire Advisors, LLC 0.00% Reduce -4.8% 5,404 $344K
HBK Sorce Advisory LLC 0.01% Reduce -2.6% 5,291 $337K
Advisors Capital Management, LLC 0.00% Reduce -2.6% 5,278 $336K
Fiduciary Financial Group, LLC 0.06% Add +13.4% 5,130 $331K
Boothbay Fund Management, LLC 0.01% Add +17.8% 5,194 $330K
Oxford Asset Management LLP 0.11% New 5,065 $322K
IHT Wealth Management, LLC 0.01% Add +18.7% 5,052 $321K
International Private Wealth Advisors LLC 0.27% New 5,014 $319K
Addison Advisors LLC 0.08% Add +2250.7% 5,007 $319K
Wells Trecaso Financial Group, LLC 0.10% No change 4,972 $316K
Spinnaker Trust 0.02% No change 4,915 $313K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 4,892 $311K
Nwam LLC 0.02% Reduce -30.5% 4,713 $310K
CWA Asset Management Group, LLC 0.01% New 4,854 $309K
SageView Advisory Group, LLC 0.01% Add +23.3% 4,737 $309K
MJP Associates Inc. 0.05% Add +1.1% 4,840 $308K
PFG Advisors 0.01% New 4,776 $304K
Prossimo Advisors, LLC 0.24% Reduce -15.1% 4,756 $303K
Wilmington Savings Fund Society, FSB 0.01% Reduce -5.8% 4,746 $302K
Destination Wealth Management 0.01% Reduce -2.4% 4,719 $300K
Bayforest Capital Ltd 0.13% New 4,642 $295K
Coastal Bridge Advisors, LLC 0.02% Reduce -6.9% 4,621 $294K
Oxler Private Wealth LLC 0.09% Add +0.0% 4,620 $294K
Mgo One Seven LLC 0.01% New 4,586 $292K
Mather Group, Llc. 0.00% Add +39.1% 4,578 $291K
Stratos Wealth Partners, LTD. 0.00% Reduce -21.5% 4,575 $291K
Trueblood Wealth Management, LLC 0.12% Add +0.1% 4,565 $290K
Praxis Investment Management Inc. 0.02% Reduce -30.2% 4,560 $290K
Shore Point Advisors, LLC 0.14% No change 4,542 $289K
Clarius Group, LLC 0.02% Reduce -7.0% 4,541 $289K
Gladstone Institutional Advisory LLC 0.01% New 4,521 $288K
SC&H Financial Advisors, Inc. 0.05% Add +0.0% 4,512 $287K
Farther Finance Advisors, LLC 0.01% Reduce -2.7% 4,499 $286K
Synovus Financial Corp. 0.00% New 4,447 $283K
Tower Research Capital LLC (TRC) 0.01% Reduce -79.6% 4,427 $282K
Grace & White Inc. 0.05% No change 4,418 $281K
Turning Point Benefit Group, Inc. 0.21% New 4,407 $280K
Prospera Financial Services Inc 0.01% Add +15.4% 4,401 $280K
Canada Post Corp Registered Pension Plan 0.02% New 4,390 $279K
Perigon Wealth Management, LLC 0.01% Reduce -6.9% 4,353 $277K
Impact Capital Partners LLC 0.09% Add +0.3% 4,334 $276K
Chicago Partners Investment Group LLC 0.01% Add +27.8% 4,146 $275K
Bar Harbor Wealth Management 0.02% Reduce -3.1% 4,325 $275K
Stablepoint Partners, LLC 0.05% No change 4,324 $275K
HighPoint Advisor Group LLC 0.01% Reduce -2.2% 4,312 $274K
Mizuho Markets Americas LLC 0.01% Reduce -80.9% 4,280 $272K
Retirement Planning Co of New England, Inc. 0.12% Add +2.1% 4,278 $272K
Clifford Swan Investment Counsel LLC 0.01% Add +0.1% 4,255 $271K
Blue Fin Capital, Inc. 0.05% Reduce -25.5% 4,231 $269K
Holderness Investments Co. 0.06% New 4,222 $269K
MBB Public Markets I LLC 0.03% Reduce -18.6% 4,217 $268K
Optimize Financial Inc. 0.16% Reduce -0.7% 4,215 $268K
Apella Capital, LLC 0.01% Add +1.8% 4,152 $267K
Graypoint LLC 0.01% Add +2.9% 4,174 $266K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 4,171 $265K
Checchi Capital Advisers, LLC 0.02% Reduce -2.9% 4,159 $265K
Formidable Asset Management, LLC 0.04% No change 4,252 $264K
World Investment Advisors 0.01% Reduce -4.9% 4,144 $264K
Patrick M Sweeney & Associates, Inc. 0.18% Add +5.5% 4,066 $262K
Beirne Wealth Consulting Services, LLC 0.08% Reduce -2.3% 4,102 $261K
Hamilton Capital, LLC 0.01% Reduce -0.8% 4,067 $259K
Dorsey & Whitney Trust CO LLC 0.01% Add +14.7% 4,062 $258K
Fortis Group Advisors, LLC 0.05% No change 3,891 $257K
Alan B Lancz & Associates, Inc. 0.26% No change 4,033 $257K
Leo Wealth, LLC 0.02% New 4,015 $255K
Spire Wealth Management 0.01% Reduce -52.6% 4,010 $255K
Kingsview Wealth Management, LLC 0.00% Add +1.5% 4,002 $255K
Viking Fund Management LLC 0.04% No change 4,000 $254K
Aaron Wealth Advisors LLC 0.03% Add +1.2% 3,977 $253K
Melfa Wealth Management, Inc. 0.16% No change 3,941 $251K
CENTRAL TRUST Co 0.01% No change 3,918 $249K
Tompkins Financial Corp. 0.02% Add +5066.7% 3,875 $247K
Cozad Asset Management Inc. 0.02% No change 3,864 $246K
Sterling Investment Counsel, LLC 0.14% Reduce -5.8% 3,860 $246K
Fifth Third Wealth Advisors LLC 0.01% Reduce -11.9% 3,841 $244K
PDS Planning, Inc 0.02% Add +4.7% 3,840 $244K
Mindset Wealth Management, LLC 0.08% No change 3,836 $244K
Continuum Advisory, LLC 0.03% Add +40.5% 3,830 $244K
Hurlow Wealth Management Group, Inc. 0.07% Reduce -0.5% 3,827 $243K
CreativeOne Wealth, LLC 0.01% New 3,809 $242K
Patton Fund Management, Inc. 0.05% New 3,806 $242K
Flputnam Investment Management Co. 0.00% Reduce -37.3% 3,742 $238K
Thomasville National Bank 0.02% No change 3,711 $236K
Wedbush Securities Inc. 0.01% Reduce -36.0% 3,703 $236K
Catalyst Financial Partners LLC 0.03% Reduce -2.0% 3,699 $235K
Fidelis Capital Partners, LLC 0.02% New 3,566 $233K
Whittier Trust Co. 0.00% No change 3,646 $232K
Composition Wealth, LLC 0.00% Add +8.7% 3,644 $232K
Beacon Bank & Trust 0.05% No change 3,610 $230K
DAVENPORT & Co LLC 0.00% Reduce -2.3% 3,610 $230K
LGT Group Foundation 0.00% No change 3,585 $228K
Frank, Rimerman Advisors LLC 0.02% Reduce -27.9% 3,580 $228K
Cigna Investments Inc. 0.04% Reduce -4.2% 3,567 $227K
FC Advisory LLC 0.07% Add +1.2% 3,561 $227K
Groupama Asset Managment 0.00% Reduce -88.2% 3,560 $226K
MAI Capital Management 0.00% Add +22.2% 3,539 $225K
Cadence Wealth Management LLC 0.15% No change 3,521 $224K
Sagespring Wealth Partners, LLC 0.00% New 3,512 $223K
Crestwood Advisors Group, LLC 0.00% Reduce -49.1% 3,510 $223K
Pitcairn Co. 0.01% Reduce -32.7% 3,509 $223K
Axxcess Wealth Management, LLC 0.01% No change 3,496 $222K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.9% 3,468 $221K
Parallel Advisors, LLC 0.00% Reduce -28.7% 3,467 $221K
Sterling Financial Planning, Inc. 0.07% No change 3,452 $220K
Pine Haven Investment Counsel, Inc 0.17% No change 3,451 $220K
Cascade Financial Partners, LLC 0.03% Reduce -14.2% 3,450 $219K
Resonant Capital Advisors, LLC 0.01% Reduce -0.6% 3,447 $219K
Cerro Pacific Wealth Advisors LLC 0.06% Reduce -9.6% 3,436 $219K
Syon Capital LLC 0.01% New 3,425 $218K
Financial Engines Advisors L.L.C. 0.00% Add +1.7% 3,390 $216K
Horizon Investment Services, LLC 0.09% New 3,379 $215K
EverSource Wealth Advisors, LLC 0.01% Reduce -11.8% 3,365 $214K
Brighton Jones LLC 0.01% New 3,350 $213K
Cidel Asset Management Inc. 0.01% No change 3,327 $212K
Cypress Wealth Services, LLC 0.04% New 3,316 $211K
Concurrent Investment Advisors, LLC 0.00% New 3,304 $210K
Cary Street Partners Financial LLC 0.01% New 3,303 $210K
Two Sigma Advisers, LP 0.00% New 3,300 $210K
Citizens Financial Group Inc. 0.00% Add +0.3% 3,285 $209K
Tocqueville Asset Management L.P. 0.00% New 3,200 $204K
Redhawk Wealth Advisors, Inc. 0.03% New 3,188 $203K
Gsa Capital Partners LLP 0.01% Reduce -88.3% 3,172 $202K
Hudson Bay Capital Management LP 0.00% Reduce -18.1% 3,160 $201K
Atlantic Union Bankshares Corp 0.00% New 3,091 $197K
ORG Partners LLC 0.04% Add +21.7% 1,597 $190K
Y.D. More Investments Ltd 0.01% Add +25.1% 2,956 $187K
Blue Trust, Inc. 0.00% Add +3.3% 2,936 $187K
CX Institutional 0.01% Add +10.5% 2,890 $184K
GHP Investment Advisors, Inc. 0.01% Add +2459.8% 2,867 $182K
Trust Co. of Vermont 0.01% Add +14.3% 2,862 $182K
Employees Retirement System of Texas 0.00% New 2,788 $177K
Brown, Lisle/Cummings, Inc. 0.05% No change 2,666 $170K
Albion Financial Group 0.01% No change 2,644 $168K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 2,600 $165K
NBT Bank, N.A. 0.01% No change 2,600 $165K
Private Trust Co. NA 0.02% Reduce -0.9% 2,591 $165K
Arax Advisory Partners 0.01% Add +60.1% 2,490 $158K
Private Wealth Asset Management, LLC 0.02% Reduce -2.3% 2,458 $156K
Oliver Lagore Vanvalin Investment Group 0.06% — 2,502 $155K
Lanark Financial, Inc. 0.01% Add +2.0% 2,447 $155K
Medallion Wealth Advisors, LLC 0.06% Add +0.1% 2,383 $153K
Montag A & Associates Inc. 0.01% No change 2,200 $140K
Asset Dedication, LLC 0.01% Add +201.2% 2,196 $140K
IFP Advisors, Inc 0.00% Add +26.1% 2,155 $139K
CI Investments Inc. 0.00% Add +17.3% 2,152 $137K
Versant Capital Management, Inc 0.02% Add +150.8% 2,144 $136K
CoreCap Advisors, LLC 0.01% Add +1029.1% 2,134 $136K
Centaurus Financial, Inc. 0.01% Add +4.0% 2,124 $135K
Richardson Financial Services Inc. 0.09% Reduce -0.5% 2,062 $133K
Geneos Wealth Management Inc. 0.00% Add +6.9% 1,936 $123K
AdvisorNet Financial, Inc 0.01% Reduce -0.9% 1,897 $121K
Hughes Financial Services, LLC 0.02% Reduce -1.3% 1,837 $120K
Catalyst Capital Advisors LLC 0.00% New 1,813 $115K
Cornerstone Planning Group LLC 0.02% Add +4054.8% 1,745 $115K
Cape Investment Advisory, Inc. 0.04% New 1,780 $113K
CVA Family Office, LLC 0.02% Add +18.9% 1,776 $113K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.7% 1,722 $110K
Rothschild Investment LLC 0.01% Add +49.1% 1,698 $108K
Smithfield Trust Co 0.01% No change 1,673 $107K
Federated Hermes, Inc. 0.00% Reduce -0.6% 1,671 $106K
Opal Wealth Advisors, LLC 0.03% Reduce -0.4% 1,657 $105K
Center for Financial Planning, Inc. 0.01% Reduce -8.6% 1,648 $105K
Brown Brothers Harriman & Co. 0.00% Add +43.8% 1,626 $103K
Parkside Financial Bank & Trust 0.01% Reduce -15.8% 1,603 $102K
Clearstead Advisors, LLC 0.00% Add +117.5% 1,512 $96K
Vision Financial Markets LLC 0.09% No change 1,506 $96K
SouthState Bank Corp 0.00% Reduce -30.9% 1,488 $95K
Crews Bank & Trust 0.01% No change 1,482 $94K
Exchange Traded Concepts, LLC 0.00% Reduce -4.2% 1,464 $93K
TD Private Client Wealth LLC 0.00% Add +6.3% 1,459 $93K
Flagship Wealth Advisors, LLC 0.03% No change 1,441 $92K
Larson Financial Group LLC 0.00% Add +81.4% 1,408 $90K
Brooklyn Investment Group 0.01% Add +69.9% 1,334 $85K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,312 $83K
Smartleaf Asset Management LLC 0.01% Reduce -34.7% 1,311 $83K
UMB Bank, n.a. 0.00% Add +99.4% 1,290 $82K
Hantz Financial Services, Inc. 0.00% Add +17.9% 1,286 $82K
Holos Integrated Wealth LLC 0.05% No change 1,249 $81K
Ransom Advisory, Ltd 0.04% No change 1,253 $80K
Friedenthal Financial 0.04% Add +5771.4% 1,233 $78K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.1% 1,223 $78K
Intact Investment Management Inc. 0.00% New 1,200 $76K
Manchester Capital Management LLC 0.01% Add +24.6% 1,190 $76K
Washington Trust Advisors, Inc. 0.01% No change 1,129 $72K
FSA Wealth Management LLC 0.03% No change 1,105 $70K
Walleye Trading LLC 0.00% Reduce -2.1% 1,101 $70K
Tsfg, LLC 0.01% Reduce -8.8% 1,090 $69K
MUFG Securities EMEA plc 0.00% New 1,081 $69K
First Community Trust NA 0.06% No change 1,080 $69K
Cromwell Holdings LLC 0.04% Add +25.7% 1,042 $66K
Tortoise Investment Management, LLC 0.01% Add +4.8% 1,037 $66K
AlphaQuest LLC 0.01% Add +155.8% 1,013 $64K
Amica Retiree Medical Trust 0.09% No change 992 $63K
GoalVest Advisory LLC 0.02% Reduce -0.3% 981 $62K
First Horizon Advisors, Inc. 0.00% Reduce -6.6% 958 $61K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +3.5% 956 $61K
Bogart Wealth, LLC 0.00% Add +100.9% 928 $59K
CYBER HORNET ETFs LLC 0.04% New 913 $58K
CoreFirst Bank & Trust 0.03% New 907 $58K
Nemes Rush Group LLC 0.01% Reduce -25.0% 900 $57K
Heritage Wealth Advisors 0.00% Add +12.5% 900 $57K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +32.7% 892 $57K
City Holding Co. 0.01% No change 885 $56K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 874 $56K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $54K
Farmers & Merchants Investments Inc. 0.00% No change 850 $54K
Gould Capital, LLC 0.03% No change 800 $51K
Glass Jacobson Investment Advisors llc 0.02% No change 787 $50K
Deseret Mutual Benefit Administrators 0.02% No change 785 $50K
Perkins Coie Trust Co 0.01% No change 734 $47K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 708 $45K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 695 $44K
Acadian Asset Management LLC 0.00% Reduce -53.5% 696 $44K
Aventura Private Wealth, LLC 0.02% New 684 $44K
Broadwater Capital Management LLC 0.03% Add +6261.9% 39,444 $39K
True Wealth Design, LLC 0.01% Add +540.0% 608 $39K
Bangor Savings Bank 0.00% No change 604 $38K
Kiker Wealth Management, LLC 0.02% No change 600 $38K
First Financial Corp. 0.02% Reduce -2.8% 600 $38K
Pinney & Scofield, Inc. 0.03% No change 580 $37K
Cary Street Partners Investment Advisory LLC 0.02% New 578 $37K
DT Investment Partners, LLC 0.00% No change 577 $37K
Caldwell Trust Co 0.00% No change 574 $37K
Anchor Investment Management, LLC 0.00% Add +122.0% 546 $35K
MV Capital Management, Inc. 0.00% Reduce -6.0% 532 $34K
Salem Investment Counselors Inc. 0.00% Reduce -3.1% 528 $34K
Ancora Advisors LLC 0.00% Add +1302.7% 519 $33K
Hilltop National Bank 0.01% — 500 $32K
Bfsg, LLC 0.00% No change 500 $32K
Webster Bank, N. A. 0.00% No change 500 $32K
Elevation Point Wealth Partners, LLC 0.00% New 489 $31K
Coston, McIsaac & Partners 0.01% No change 500 $31K
Independence Bank of Kentucky 0.00% No change 485 $31K
West Branch Capital LLC 0.01% No change 478 $30K
Oakworth Capital, Inc. 0.00% No change 467 $30K
Piscataqua Savings Bank 0.02% No change 450 $29K
Trust Co. of Toledo NA 0.00% New 441 $28K
Neo Ivy Capital Management 0.01% New 414 $26K
Creative Financial Designs Inc. 0.00% Add +59.8% 393 $25K
HFM Investment Advisors, LLC 0.01% Add +1.6% 376 $24K
Ogorek Anthony Joseph /NY/ 0.01% No change 357 $22K
Covestor Ltd 0.01% Reduce -87.3% 325 $21K
VSM Wealth Advisory, LLC 0.01% No change 323 $21K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 320 $20K
Harbour Investments, Inc. 0.00% Add +2.0% 306 $19K
Raleigh Capital Management Inc. 0.01% Add +4.8% 303 $19K
Chesapeake Asset Management LLC 0.02% Reduce -1.6% 300 $19K
Delta Asset Management LLC 0.00% No change 300 $19K
Gleason Group, Inc. 0.00% Add +1.4% 291 $19K
Garde Capital, Inc. 0.00% No change 283 $18K
GW&K Investment Management, LLC 0.00% Add +20.3% 290 $18K
GPS Wealth Strategies Group, LLC 0.00% New 277 $18K
Johnson Financial Group, Inc. 0.00% New 268 $17K
Zions Bancorporation, National Association 0.00% Reduce -64.4% 266 $17K
First Command Advisory Services, Inc. 0.00% No change 262 $17K
Bruce G. Allen Investments, LLC 0.01% Reduce -6.8% 261 $17K
Golden State Wealth Management, LLC 0.00% Add +0.8% 252 $16K
Hemington Wealth Management 0.00% Add +46.0% 257 $16K
Private Wealth Management Group, LLC 0.01% Reduce -18.0% 250 $16K
Summit Securities Group LLC 0.01% New 247 $16K
Colonial Trust Advisors 0.00% Reduce -17.1% 243 $15K
Rise Advisors, LLC 0.01% Add +0.8% 238 $15K
BankPlus Trust Department 0.00% No change 232 $15K
Whittier Trust Co. of Nevada Inc. 0.00% Add +252.3% 229 $15K
Essential Partners LLC 0.01% — 219 $14K
SJS Investment Consulting Inc. 0.00% Reduce -4.5% 214 $14K
CBIZ Investment Advisory Services, LLC 0.00% Add +1845.5% 214 $14K
Financial Perspectives, Inc 0.00% No change 210 $13K
Atticus Wealth Management, LLC 0.00% Reduce -9.1% 200 $13K
ESL Trust Services, LLC 0.00% No change 200 $13K
Investors Research Corp 0.00% No change 199 $13K
Cullen/Frost Bankers, Inc. 0.00% New 198 $13K
North Star Investment Management Corp. 0.00% Add +3.1% 197 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +26.9% 189 $12K
Valley National Advisers Inc. 0.00% No change 194 $12K
2UniFi Bank 0.01% No change 187 $12K
City State Bank 0.00% No change 187 $12K
Red Tortoise LLC 0.01% No change 181 $12K
Princeton Global Asset Management LLC 0.00% New 173 $11K
Pinnacle Bancorp, Inc. 0.00% No change 172 $11K
Chilton Capital Management LLC 0.00% Reduce -28.9% 170 $11K
Paladin Advisory Group, LLC 0.01% Reduce -50.9% 164 $10K
Ameriflex Group, Inc. 0.01% Add +35.8% 163 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 153 $10K
Ameritas Advisory Services, LLC 0.00% New 158 $10K
Capital Advisors, Ltd. LLC 0.00% Reduce -87.7% 150 $10K
Midwest Capital Advisors, LLC 0.01% No change 155 $10K
Westside Investment Management, Inc. 0.00% New 146 $9K
LRI Investments, LLC 0.00% No change 131 $8K
NewSquare Capital LLC 0.00% Reduce -16.8% 129 $8K
Concord Wealth Partners 0.00% New 128 $8K
MTM Investment Management, LLC 0.00% New 126 $8K
Robbins Farley 0.00% No change 125 $8K
Traub Capital Management LLC 0.01% — 122 $8K
Rossby Financial, LCC 0.00% Reduce -79.8% 120 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 118 $8K
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
Grove Bank & Trust 0.00% Add +19.1% 112 $7K
Strategic Wealth Partners, Ltd. 0.00% — 110 $7K
Colonial Trust Co / SC 0.00% Reduce -7.2% 103 $7K
WealthCollab, LLC 0.00% No change 100 $6K
Lavaca Capital LLC 0.00% No change 100 $6K
Physician Wealth Advisors, Inc. 0.00% New 100 $6K
Wood Tarver Financial Group, LLC 0.00% No change 96 $6K
Avion Wealth 0.00% Add +4.1% 101 $6K
Leonteq Securities AG 0.00% Reduce -81.3% 94 $6K
Fourth Dimension Wealth, LLC 0.00% Reduce -35.2% 92 $6K
Sierra Ocean, LLC 0.00% Reduce -62.0% 89 $6K
Headlands Technologies LLC 0.00% New 85 $5K
High Note Wealth, LLC 0.00% Reduce -23.9% 83 $5K
Howard Hughes Medical Institute 0.00% New 79 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 83 $5K
IMG Wealth Management, Inc. 0.00% New 76 $5K
Bell Investment Advisors, Inc 0.00% Reduce -10.8% 74 $5K
Abound Wealth Management 0.00% No change 73 $5K
Lowe Wealth Advisors, LLC 0.00% No change 72 $5K
Raffa Wealth Management, LLC 0.00% No change 71 $5K
Mid-American Wealth Advisory Group, Inc. 0.00% New 70 $4K
SBI Securities Co., Ltd. 0.00% Add +7.8% 69 $4K
Fortitude Family Office, LLC 0.00% Add +223.8% 68 $4K
Kilter Group LLC 0.00% New 65 $4K
Silicon Valley Capital Partners 0.00% New 64 $4K
Clearstead Trust, LLC 0.00% Reduce -69.0% 63 $4K
Barnes Dennig Private Wealth Management LLC 0.00% No change 62 $4K
Birchbrook, Inc. 0.00% New 58 $4K
Beacon Capital Management, LLC 0.00% Add +1.8% 56 $4K
Solstein Capital, LLC 0.00% New 54 $3K
WealthTrak Capital Management LLC 0.00% Add +25.0% 50 $3K
Trifecta Capital Advisors, LLC 0.00% No change 46 $3K
Provenance Wealth Advisors, LLC 0.00% No change 45 $3K
NFSG Corp 0.00% Add +63.0% 44 $3K
Winch Advisory Services, LLC 0.00% No change 43 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +22.9% 43 $3K
Sunbelt Securities, Inc. 0.00% No change 46 $3K
Stone House Investment Management, LLC 0.00% New 41 $3K
Pacifica Partners Inc. 0.00% Reduce -15.0% 34 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -78.5% 32 $2K
TCTC Holdings, LLC 0.00% No change 27 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Highline Wealth Partners LLC 0.00% No change 24 $2K
Key Financial Inc 0.00% No change 24 $2K
Dogwood Wealth Management LLC 0.00% New 23 $1K
Financial Management Professionals, Inc. 0.00% Reduce -26.7% 22 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
GFG Capital, LLC 0.00% New 20 $1K
Clark Wealth Partners 0.00% Reduce -29.6% 19 $1K
Activest Wealth Management 0.00% Reduce -62.8% 16 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 16 $1K
Penserra Capital Management LLC 0.00% No change 30 $1K
Strengthening Families & Communities, LLC 0.00% Add +40.0% 14 $894
TFC Financial Management, Inc. 0.00% Add +16.7% 14 $891
Walleye Capital LLC 0.00% Reduce -99.6% 14 $891
Dunhill Financial, LLC 0.00% Reduce -85.4% 13 $840
Bare Financial Services, Inc 0.00% New 13 $827
Total Investment Management Inc. 0.00% New 13 $827
YANKCOM Partnership 0.00% New 12 $764
Rialto Wealth Management, LLC 0.00% Reduce -25.0% 12 $764
Principia Wealth Advisory, LLC 0.00% Add +71.4% 12 $763
Parkworth Wealth Management, Inc. 0.00% Add +42.9% 10 $636
Nvwm, LLC 0.00% Reduce -28.6% 10 $636
Stephens Consulting, LLC 0.00% New 9 $573
LGT Financial Advisors LLC 0.00% New 8 $509
WPG Advisers, LLC 0.00% Reduce -91.0% 6 $382
Scarborough Advisors, LLC 0.00% New 5 $318
American Capital Advisory, LLC 0.00% No change 4 $255
IMA Advisory Services, Inc. 0.00% New 3 $193
Quaker Wealth Management, LLC 0.00% — 3 $191
Valued Wealth Advisors LLC 0.00% No change 2 $131
Transce3nd, LLC 0.00% No change 2 $127
Bokf, NA 0.00% New 2 $127
SOA Wealth Advisors, LLC. 0.00% No change 1 $74
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.