Eversource EnergyES

13F holders, Q3 2025 (September 30)
990holders +58
129new positions
68sold out
8famous investors
$72.89avg. 13F price*

At the end of Q3 2025, 990 institutions reported holding Eversource Energy (ES) in their 13F filings, up 58 from Q2 2025. 129 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock, Inc. ($2.9B) and State Street Corp. ($1.9B). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions129$301.6M
Exits68$298.3M

All 13F filers, Q2 2025 → Q3 2025: 23,576,719 shares bought and 20,586,099 shares sold, net +2,990,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 990 holders

Vanguard Group Inc. 0.05% Add +2.5% 46,814,369 $3.3B
BlackRock, Inc. 0.05% Add +4.3% 40,767,042 $2.9B
State Street Corp. 0.07% Reduce -2.2% 26,747,251 $1.9B
Victory Capital Management Inc. 0.57% Add +9.4% 5,900,662 $970.7M
FMR LLC 0.04% Reduce -1.9% 10,729,031 $763.3M
Geode Capital Management, LLC 0.04% Add +1.8% 9,441,126 $668.9M
Magellan Asset Management Ltd 6.24% Add +6.5% 7,406,785 $526.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -6.6% 6,142,745 $437.0M
Charles Schwab Investment Management Inc. 0.07% Add +0.0% 5,874,648 $417.9M
Morgan Stanley 0.02% Reduce -9.7% 5,640,881 $401.3M
Invesco Ltd. 0.06% Reduce -4.4% 5,131,395 $365.0M
Legal & General Group Plc 0.08% Add +1.3% 5,088,500 $362.0M
Nuveen, LLC 0.09% Reduce -2.6% 4,564,497 $324.7M
UBS Group AG 0.05% Reduce -3.9% 3,827,141 $272.3M
Zimmer Partners, LP 6.52% Reduce -14.2% 3,752,300 $266.9M
Goldman Sachs Group Inc. 0.04% Add +43.1% 3,741,041 $266.1M
Northern Trust Corp. 0.03% Reduce -1.0% 3,612,400 $257.0M
HSBC Holdings PLC 0.15% Add +15.3% 3,473,289 $246.6M
Public Sector Pension Investment Board 0.89% Add +0.1% 3,405,596 $242.3M
Royal Bank of Canada 0.04% Add +37.7% 3,151,513 $224.2M
Deutsche Bank AG 0.07% Add +93.7% 3,000,074 $213.4M
American Century Companies Inc. 0.11% Reduce -28.2% 2,963,939 $210.9M
ProShare Advisors LLC 0.39% Reduce -7.3% 2,616,701 $186.2M
Bank of New York Mellon Corp 0.03% Add +4.7% 2,545,084 $181.1M
Wellington Management Group LLP 0.03% Reduce -41.8% 2,529,388 $179.9M
Amundi 0.05% Add +23.0% 2,321,637 $168.8M
Mitsubishi UFJ Trust & Banking Corp 0.33% Reduce -9.1% 2,084,468 $148.3M
First Trust Advisors LP 0.11% Reduce -0.4% 2,066,717 $147.0M
Dimensional Fund Advisors LP 0.03% Add +17.6% 1,973,038 $140.4M
JPMorgan Chase & Co. 0.01% Add +29.1% 1,796,389 $127.8M
AQR Capital Management 0.08% Add +412.7% 1,800,618 $127.1M
Franklin Resources Inc. 0.03% Add +0.1% 1,773,316 $126.2M
LSV Asset Management 0.25% Add +331.6% 1,566,577 $111.4M
Bank of America Corp. 0.01% Reduce -12.9% 1,542,136 $109.7M
Man Group plc 0.21% Add +49.6% 1,521,884 $108.3M
Millennium Management 0.09% Reduce -49.2% 1,502,873 $106.9M
Nordea Investment Management AB 0.09% Reduce -6.6% 1,516,412 $106.7M
Barclays PLC 0.04% Reduce -1.1% 1,445,873 $102.9M
Pictet Asset Management Holding SA 0.10% Reduce -43.6% 1,394,891 $99.2M
Macquarie Group Ltd. 0.11% Add +21.7% 1,374,920 $97.8M
Aventail Capital Group, LP 4.62% Add +134.6% 1,366,121 $97.2M
Citadel Advisors 0.07% New 1,288,157 $91.6M
Adage Capital Partners Gp, L.L.C. 0.14% Add +41.9% 1,275,334 $90.7M
Empower Advisory Group, LLC 0.25% Add +0.1% 1,249,266 $88.9M
California Public Employees Retirement System 0.05% Reduce -17.9% 1,175,182 $83.6M
California State Teachers Retirement System 0.08% Add +0.6% 1,065,220 $75.8M
Russell Investments Group, Ltd. 0.09% Add +87.2% 1,060,902 $75.5M
Swiss National Bank 0.04% Reduce -4.7% 1,059,033 $75.3M
M&G PLC 0.38% Reduce -8.3% 974,984 $69.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.4% 967,995 $68.9M
Balyasny Asset Management L.P. 0.14% New 940,729 $66.9M
Mackenzie Financial Corp. 0.08% Add +1.3% 913,624 $65.0M
Wells Fargo & Company 0.01% Reduce -1.1% 890,480 $63.3M
CANADA LIFE ASSURANCE Co 0.09% Add +21.1% 875,524 $61.7M
Vest Financial, LLC 0.77% Reduce -10.4% 825,663 $58.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +3.9% 817,704 $58.2M
Nomura Asset Management Co. Ltd. 0.15% Reduce -7.3% 802,838 $57.1M
Los Angeles Capital Management LLC 0.19% Add +173.3% 802,556 $57.1M
Aberdeen Group plc 0.09% Add +5.6% 805,530 $56.8M
Brandywine Global Investment Management, LLC 0.39% New 792,430 $56.4M
Rhumbline Advisers 0.05% Reduce -1.2% 788,866 $56.1M
Gabelli Funds LLC 0.38% Reduce -2.5% 776,350 $55.2M
Manufacturers Life Insurance Company, The 0.04% Add +3.4% 753,312 $53.6M
Canada Pension Plan Investment Board 0.04% Add +15.0% 743,044 $52.9M
Robeco Institutional Asset Management B.V. 0.08% Add +88.1% 737,544 $52.5M
Boston Trust Walden Corp 0.37% Reduce -26.4% 704,842 $50.1M
Old Republic International Corp. 1.86% No change 703,933 $50.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.25% Reduce -1.9% 693,791 $49.4M
New York State Common Retirement Fund 0.06% Reduce -3.9% 686,460 $48.8M
Point72 Asset Management 0.11% Add +68.3% 668,210 $47.5M
Swedbank AB 0.05% Add +1.7% 662,413 $47.1M
Aviva PLC 0.07% Add +10.6% 574,916 $40.9M
National Pension Service 0.03% Add +2.3% 545,275 $38.8M
Bank of Montreal 0.02% Add +5.9% 541,170 $38.5M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 532,319 $37.9M
Swiss Life Asset Management Ltd 0.19% Reduce -3.5% 515,561 $36.7M
Marshall Wace, LLP 0.04% Reduce -3.0% 507,581 $36.1M
BNP Paribas Financial Markets 0.03% Reduce -15.2% 500,274 $35.6M
Duff & Phelps Investment Management Co. 0.40% Add +62.3% 493,027 $35.1M
Retirement Systems of Alabama 0.11% Add +0.1% 470,549 $33.5M
Stifel Financial Corp. 0.03% Reduce -5.2% 462,407 $32.9M
Alliancebernstein L.P. 0.01% Reduce -11.9% 454,683 $32.3M
LPL Financial LLC 0.01% Add +7.7% 449,536 $32.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +2.1% 427,934 $30.4M
Quantinno Capital Management LP 0.08% Add +81.0% 425,750 $30.3M
Act Two Investors LLC 5.30% Reduce -3.9% 420,052 $29.9M
Principal Financial Group Inc. 0.01% Reduce -0.1% 418,929 $29.8M
Verition Fund Management LLC 0.18% Reduce -28.8% 417,119 $29.7M
Royal London Asset Management Ltd. 0.06% Reduce -2.5% 417,060 $29.7M
KBC Group NV 0.07% Add +48.4% 413,216 $29.4M
Envestnet Asset Management Inc. 0.01% Reduce -3.4% 390,355 $27.8M
Alps Advisors Inc. 0.15% Add +5.4% 386,853 $27.5M
KLP Kapitalforvaltning As 0.11% Add +0.7% 386,493 $27.5M
Raymond James Financial Inc. 0.01% Add +8.7% 383,433 $27.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +68.5% 372,477 $26.5M
Korea Investment CORP 0.05% Add +36.2% 368,740 $26.2M
Maryland State Retirement & Pension System 0.54% Add +3.7% 361,870 $25.7M
NFJ Investment Group, LLC 0.85% Reduce -65.7% 347,301 $24.7M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.8% 337,291 $24.0M
Danske Bank A/S 0.06% Reduce -5.7% 328,626 $23.4M
New York State Teachers Retirement System 0.04% Add +0.1% 313,035 $22.3M
AE Wealth Management LLC 0.14% Add +7.0% 309,016 $22.0M
HighTower Advisors, LLC 0.02% Add +20.9% 294,295 $20.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +2.2% 287,581 $20.5M
Sound Income Strategies, LLC 1.08% Reduce -3.5% 273,477 $19.8M
PNC Financial Services Group, Inc. 0.01% Reduce -1.9% 277,608 $19.7M
Citigroup Inc. 0.01% Reduce -5.2% 275,428 $19.6M
Susquehanna Portfolio Strategies, LLC 0.30% Reduce -39.8% 265,882 $18.9M
Commonwealth Equity Services, LLC 0.02% Reduce -7.2% 262,645 $18.7M
Cetera Investment Advisers 0.02% Add +25.3% 248,544 $17.7M
Yaupon Capital Management LP 0.91% Add +35.2% 248,083 $17.6M
AXA Investment Managers S.A. 0.05% — 246,063 $17.5M
AMF Tjanstepension AB 0.11% No change 244,990 $17.4M
Ieq Capital, LLC 0.05% Add +372.6% 235,771 $16.8M
Renaissance Technologies 0.02% Reduce -47.1% 231,580 $16.5M
Meiji Yasuda Asset Management Co Ltd. 0.78% Reduce -2.1% 231,468 $16.5M
Toronto Dominion Bank 0.03% Add +47.3% 227,561 $16.2M
State of Wisconsin Investment Board 0.04% Reduce -0.7% 226,969 $16.1M
Systematic Alpha Investments, LLC 0.53% No change 226,152 $16.1M
Baillie Gifford & Co. 0.01% Add +11.8% 222,561 $15.8M
Janney Montgomery Scott LLC 0.04% Reduce -2.7% 219,324 $15.6M
Adams Diversified Equity Fund, Inc. 0.52% No change 215,000 $15.3M
Prudential Financial Inc. 0.02% Reduce -2.1% 210,439 $15.0M
Brookstone Capital Management 0.18% Reduce -0.8% 206,797 $14.7M
ASR Vermogensbeheer N.V. 0.17% Reduce -0.6% 192,221 $13.7M
Abn Amro Investment Solutions 0.28% Reduce -26.8% 191,592 $13.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.4% 189,398 $13.5M
Susquehanna International Group, LLP 0.02% Add +121.8% 184,711 $13.1M
Covalis Capital LLP 1.53% Reduce -83.6% 184,487 $13.1M
TD Asset Management Inc 0.01% Add +27.7% 181,490 $12.9M
ZWJ Investment Counsel Inc. 0.45% Reduce -3.4% 177,600 $12.6M
APG Asset Management N.V. 0.04% Add +1.1% 206,500 $12.5M
Wealthfront Advisers LLC 0.03% Reduce -24.4% 175,282 $12.5M
Osaic Holdings, Inc. 0.02% Add +6.5% 182,138 $12.2M
U.S. Capital Wealth Advisors, LLC 0.32% Add +0.6% 167,559 $11.9M
Treasurer of the State of North Carolina 0.04% Reduce -3.8% 165,187 $11.8M
John G Ullman & Associates Inc. 1.56% Add +44.6% 162,925 $11.6M
Asset Management One Co., Ltd. 0.03% Add +5.6% 161,876 $11.5M
Storebrand Asset Management As 0.03% Add +5.5% 160,425 $11.4M
Easterly Investment Partners LLC 0.77% Reduce -21.1% 159,588 $11.4M
DNB Asset Management AS 0.04% Add +12.8% 155,265 $11.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +66.3% 153,662 $10.9M
Ethic Inc. 0.18% Add +1.3% 152,958 $10.9M
Synergy Asset Management, LLC 0.39% Add +287.7% 160,322 $10.8M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.1% 151,741 $10.8M
Yousif Capital Management, LLC 0.11% Reduce -1.9% 143,932 $10.2M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 143,022 $10.2M
Cerity Partners LLC 0.02% Add +115.2% 142,275 $10.1M
Prudential PLC 0.07% Add +118.8% 141,821 $10.1M
Guggenheim Capital LLC 0.07% Add +16.5% 141,546 $10.1M
Harvest Portfolios Group Inc. 0.18% Add +21.0% 139,605 $9.9M
Illinois Municipal Retirement Fund 0.13% Add +119.0% 139,522 $9.9M
Gotham Asset Management 0.04% Add +13.1% 138,412 $9.8M
GAMCO Investors 0.10% Reduce -0.7% 138,371 $9.8M
RWC Asset Management LLP 0.55% New 137,630 $9.8M
Mn Services Vermogensbeheer B.V. 0.06% No change 137,189 $9.8M
State of Tennessee, Department of Treasury 0.03% Add +87.3% 137,104 $9.8M
Credit Agricole S A 0.03% — 135,334 $9.6M
Van Eck Associates Corp. 0.01% Add +6.8% 133,759 $9.5M
IFM Investors Pty Ltd 0.08% Add +0.3% 131,310 $9.2M
Sei Investments Co. 0.01% Add +59.0% 126,394 $9.0M
Wedge Capital Management L L P 0.15% Add +10.9% 124,187 $8.8M
State of New Jersey Common Pension Fund D 0.03% Add +2.0% 122,232 $8.7M
National Bank of Canada 0.01% Reduce -52.6% 121,643 $8.7M
Westpac Banking Corp. 0.53% Reduce -11.3% 120,445 $8.6M
Creative Planning 0.01% Add +28.8% 120,297 $8.6M
Cwm, LLC 0.03% Add +179.8% 118,847 $8.5M
Voya Investment Management LLC 0.01% Reduce -3.1% 116,432 $8.3M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +7.4% 115,298 $8.2M
Public Employees Retirement System of Ohio 0.03% Add +0.6% 114,779 $8.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -32.1% 113,656 $8.1M
Forsta Ap-Fonden 0.05% Add +15.3% 111,600 $7.9M
State of Michigan Retirement System 0.04% Add +0.4% 110,933 $7.9M
Focus Partners Wealth 0.01% Reduce -6.8% 109,285 $7.7M
Arizona State Retirement System 0.04% Add +1.1% 108,430 $7.7M
Allianz Asset Management GmbH 0.01% Reduce -72.3% 103,485 $7.4M
Ausbil Investment Management Ltd 3.91% Add +7.4% 102,288 $7.3M
Comerica Bank 0.03% Add +6.3% 102,816 $7.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +55.5% 100,388 $7.3M
Boston Common Asset Management, LLC 0.20% Reduce -3.9% 101,922 $7.3M
Raiffeisen Bank International AG 0.10% Add +20.0% 102,036 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -5.1% 100,066 $7.2M
DekaBank Deutsche Girozentrale 0.01% No change 101,201 $7.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -84.3% 99,960 $7.1M
Brick & Kyle, Associates 2.62% New 99,342 $7.1M
Holocene Advisors, LP 0.02% Reduce -47.7% 99,277 $7.1M
Mariner, LLC 0.01% Add +40.1% 98,068 $7.0M
Qsemble Capital Management, LP 0.67% Add +230.2% 95,835 $6.8M
Ensign Peak Advisors, Inc 0.01% Reduce -34.1% 94,530 $6.7M
Czech National Bank 0.05% Add +5.0% 94,255 $6.7M
Soltis Investment Advisors LLC 0.46% Add +4.2% 93,006 $6.6M
MetLife Investment Management, LLC 0.03% Reduce -1.7% 92,015 $6.5M
Sanctuary Advisors, LLC 0.04% Add +1.9% 90,844 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +39.3% 88,144 $6.3M
Natixis 0.03% New 88,024 $6.3M
Burney Co./ 0.20% Add +3.6% 86,752 $6.2M
Candriam S.C.A. 0.03% Add +3.6% 81,713 $5.8M
Morgan Dempsey Capital Management LLC 2.57% Reduce -11.7% 81,245 $5.8M
Assetmark, Inc. 0.01% Add +31.0% 80,950 $5.8M
Xponance LLC 0.04% Add +6.1% 79,642 $5.7M
Teacher Retirement System of Texas 0.02% Add +38.5% 77,153 $5.5M
Generali Asset Management SPA SGR 0.12% Add +41.5% 75,729 $5.4M
Bank of Nova Scotia 0.01% Add +40.5% 73,734 $5.2M
Edgemoor Investment Advisors, Inc. 0.40% Add +9.6% 72,758 $5.2M
Mercer Global Advisors Inc. 0.01% Add +80.7% 71,719 $5.1M
Nisa Investment Advisors, LLC 0.02% Reduce -0.8% 71,418 $5.1M
Amalgamated Bank 0.04% Reduce -1.1% 71,122 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +10.6% 70,213 $5.0M
Intech Investment Management LLC 0.04% Add +268.0% 69,937 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -4.0% 69,454 $4.9M
Fulcrum Asset Management LLP 1.37% Add +8.9% 69,323 $4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +3.0% 67,479 $4.8M
Riverview Capital Advisers, LLC 1.37% Add +0.1% 66,407 $4.7M
Daiwa Securities Group Inc. 0.02% Add +7.4% 65,865 $4.7M
Entropy Technologies, LP 0.35% New 65,651 $4.7M
Commerce Bank 0.03% Reduce -0.8% 65,515 $4.7M
Quantbot Technologies LP 0.13% New 65,281 $4.6M
O'shaughnessy Asset Management, LLC 0.03% Add +13.4% 65,203 $4.6M
Schnieders Capital Management, Llc. 0.75% — 64,679 $4.6M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -1.1% 64,613 $4.6M
Natixis Advisors, LLC 0.01% Reduce -4.2% 64,479 $4.6M
iSAM Funds (UK) Ltd 0.94% Add +99.0% 64,276 $4.6M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -13.6% 63,305 $4.5M
Baird Financial Group, Inc. 0.01% Add +0.4% 62,830 $4.5M
Schroder Investment Management Group 0.00% Add +32.8% 62,651 $4.5M
Vontobel Holding Ltd. 0.01% Reduce -2.7% 61,633 $4.4M
Ofi Invest Asset Management 0.09% Add +7.8% 71,870 $4.4M
Corient Private Wealth LP 0.01% Reduce -9.1% 61,080 $4.3M
Utah Retirement Systems 0.04% No change 60,474 $4.3M
Stephens Inc. 0.05% Add +36.3% 59,923 $4.3M
Police & Firemen's Retirement System of New Jersey 0.03% Add +6.1% 59,188 $4.2M
Ilmarinen Mutual Pension Insurance Co 0.03% New 58,500 $4.2M
Captrust Financial Advisors 0.01% Add +22.9% 58,044 $4.1M
Castellan Group 0.60% Add +3.2% 57,626 $4.1M
1834 Investment Advisors Co. 0.50% Add +55.7% 57,453 $4.1M
Mirova US LLC 0.04% Reduce -0.8% 57,308 $4.1M
Elo Mutual Pension Insurance Co 0.07% Add +28.0% 57,246 $4.1M
Neuberger Berman Group LLC 0.00% Reduce -5.3% 56,347 $4.0M
Plato Investment Management Ltd 0.27% No change 55,967 $4.0M
USS Investment Management Ltd 0.02% No change 55,447 $3.9M
Y-Intercept (Hong Kong) Ltd 0.09% Add +31.4% 55,401 $3.9M
Morningstar Investment Management LLC 0.14% New 55,311 $3.9M
Thrivent Financial for Lutherans 0.01% Reduce -17.9% 54,803 $3.9M
New York Life Investment Management LLC 0.03% Reduce -1.6% 54,313 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.6% 52,801 $3.8M
Kinloch Capital, LLC 1.61% Add +2.4% 51,812 $3.7M
CIBC Asset Management Inc 0.01% Reduce -0.2% 51,613 $3.7M
Agf Management Ltd. 0.02% Reduce -9.7% 51,380 $3.7M
CIBC Bancorp USA Inc. 0.02% — 51,068 $3.6M
Cubist Systematic Strategies, LLC 0.05% Add +474.6% 49,712 $3.5M
Pathstone Holdings, LLC 0.01% Reduce -3.2% 49,689 $3.5M
Woodline Partners LP 0.02% Add +23.4% 49,047 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +0.1% 48,686 $3.5M
Pinnacle Associates Ltd. 0.05% Reduce -0.3% 48,384 $3.4M
Vaughan David Investments LLC 0.07% Reduce -8.9% 48,280 $3.4M
Northwest & Ethical Investments L.P. 0.08% No change 47,319 $3.4M
Janus Henderson Group PLC 0.00% Reduce -4.1% 47,053 $3.3M
UniSuper Management Pty Ltd 0.02% Add +12.7% 46,629 $3.3M
Inspire Advisors, LLC 0.31% Reduce -0.1% 45,476 $3.2M
NEOS Investment Management LLC 0.02% Add +44.6% 45,449 $3.2M
MML Investors Services, LLC 0.01% Add +3.6% 45,138 $3.2M
Ostrum Asset Management 0.14% Reduce -52.3% 44,932 $3.2M
Brevan Howard Capital Management LP 0.05% Reduce -43.1% 43,767 $3.1M
Advisors Asset Management, Inc. 0.05% Add +9.9% 43,293 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -21.4% 42,663 $3.0M
Oregon Public Employees Retirement Fund 0.04% Add +34.0% 42,460 $3.0M
Siemens Fonds Invest GmbH 0.16% Add +17.5% 42,122 $3.0M
Squarepoint Ops LLC 0.01% Add +318.8% 41,375 $2.9M
Somerset Trust Co 0.90% Add +2.9% 41,124 $2.9M
NewEdge Advisors, LLC 0.01% Add +35.5% 40,869 $2.9M
OP Asset Management Ltd 0.04% Add +4.6% 40,415 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -4.5% 40,220 $2.9M
Heritage Trust Co 0.30% Reduce -1.4% 40,189 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -3.5% 39,685 $2.8M
Rafferty Asset Management, LLC 0.01% Reduce -1.1% 39,064 $2.8M
Arvest Bank Trust Division 0.15% Add +11.7% 38,885 $2.8M
DRW Securities, LLC 0.14% New 38,437 $2.7M
Tidal Investments LLC 0.01% Add +1.9% 38,166 $2.7M
Arax Advisory Partners 0.04% Add +1411.0% 37,624 $2.7M
Avanza Fonder AB 0.07% No change 36,913 $2.6M
Oddo BHF Asset Management Sas 0.10% Reduce -13.5% 36,579 $2.6M
Wbi Investments, LLC 0.66% New 36,542 $2.6M
ProVise Management Group, LLC 0.19% Add +39.2% 36,534 $2.6M
Trexquant Investment LP 0.03% Add +5.0% 36,344 $2.6M
Public Employees Retirement Association of Colorado 0.01% No change 36,166 $2.6M
Glenmede Investment Management, LP 0.01% Add +7.8% 36,000 $2.6M
Truist Financial Corp. 0.00% Add +3.4% 35,865 $2.6M
St Germain D J Co. Inc. 0.10% Reduce -2.8% 35,768 $2.5M
Moors & Cabot, Inc. 0.11% Reduce -1.3% 35,414 $2.5M
Atria Investments, Inc 0.03% Add +9.0% 35,314 $2.5M
Pacer Advisors, Inc. 0.01% Add +18.6% 35,009 $2.5M
Landscape Capital Management, L.L.C. 0.15% New 34,347 $2.4M
LBP Am SA 0.03% Reduce -1.7% 33,999 $2.4M
US Bancorp \de 0.00% Reduce -0.6% 33,739 $2.4M
Edmp, Inc. 1.90% Add +32.7% 33,694 $2.4M
Lee Johnson Capital Management, LLC 0.79% New 33,588 $2.4M
Neville Rodie & Shaw Inc. 0.17% Reduce -1.8% 33,500 $2.4M
Northcape Wealth Management, LLC 0.69% Add +3.4% 33,432 $2.4M
Genus Capital Management Inc. 0.27% Reduce -28.7% 33,100 $2.4M
McKinley Carter Wealth Services, Inc. 0.12% Add +2.3% 33,034 $2.4M
Worldquant Millennium Advisors LLC 0.01% Reduce -4.9% 32,663 $2.3M
&partners 0.01% Reduce -13.0% 32,422 $2.3M
Voleon Capital Management LP 0.06% Add +191.3% 32,411 $2.3M
Blair William & Co. 0.01% Add +0.8% 32,044 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +73.3% 31,855 $2.2M
Summit Trail Advisors, LLC 0.03% Add +43.8% 31,469 $2.2M
Investment Management Corp of Ontario 0.03% Add +243.7% 30,809 $2.2M
DC Investments Management, LLC 0.90% No change 30,471 $2.2M
Kestra Private Wealth Services, LLC 0.03% Reduce -50.7% 30,296 $2.2M
South Dakota Investment Council 0.04% Reduce -4.9% 29,366 $2.1M
Private Advisor Group, LLC 0.01% Add +22.4% 28,957 $2.1M
Kintegral Advisory, LLC 0.17% Reduce -0.5% 28,826 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 28,728 $2.0M
Rakuten Investment Management, Inc. 0.01% — 7,601 $2.0M
BTG Pactual Asset Management US LLC 0.24% New 28,414 $2.0M
Arvest Investments, Inc. 0.29% Add +13.0% 28,383 $2.0M
Ascent Group, LLC 0.07% Add +30.6% 28,365 $2.0M
TD Waterhouse Canada Inc. 0.01% Add +5.7% 28,036 $2.0M
Sterling Capital Management LLC 0.03% Reduce -6.0% 27,406 $1.9M
D.A. Davidson & Co. 0.01% Reduce -0.7% 27,129 $1.9M
Two Sigma Investments, LP 0.00% Reduce -40.7% 27,100 $1.9M
Mondrian Investment Partners LTD 0.03% — 26,973 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -0.3% 26,950 $1.9M
Capital Investment Advisors, LLC 0.03% Add +0.3% 26,536 $1.9M
Steel Grove Capital Advisors, LLC 0.23% No change 29,670 $1.9M
Norinchukin Bank, The 0.03% Add +4.7% 26,282 $1.9M
Camelot Portfolios, LLC 1.11% Reduce -2.4% 26,207 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +11.5% 26,172 $1.9M
AIA Group Ltd 0.03% Add +249.4% 25,455 $1.8M
Stratos Wealth Advisors, LLC 0.09% Reduce -0.7% 25,400 $1.8M
Stonebridge Financial Group, LLC 0.16% Add +0.9% 25,196 $1.8M
Clarkston Capital Partners, LLC 0.04% No change 25,000 $1.8M
Argent Advisors, Inc. 0.52% Add +1.7% 24,813 $1.8M
Allianz SE 0.04% No change 24,584 $1.7M
Central Valley Advisors, LLC 0.54% Add +4.3% 24,436 $1.7M
Mizuho Securities USA LLC 0.04% Add +6.4% 27,030 $1.7M
Sciencast Management LP 0.32% New 24,160 $1.7M
NorthCoast Asset Management LLC 0.01% Add +23.4% 23,936 $1.7M
J. Safra Sarasin Holding AG 0.03% Add +247.4% 23,905 $1.7M
Fifth Third Bancorp 0.01% Add +0.8% 23,704 $1.7M
Metis Global Partners, LLC 0.04% Add +23.1% 23,620 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.32% Add +110.3% 23,307 $1.7M
Integrated Wealth Concepts LLC 0.01% Add +14.9% 23,072 $1.6M
Kentucky Retirement Systems 0.05% Reduce -1.9% 23,066 $1.6M
Merit Financial Group, LLC 0.01% Add +132.9% 22,864 $1.6M
Bollard Group LLC 0.04% Add +5.6% 22,675 $1.6M
JB Capital LLC 0.07% Add +4.6% 22,477 $1.6M
Jones Financial Companies LLLP 0.00% Add +28.3% 22,369 $1.6M
Hartford Investment Management Co. 0.05% Reduce -1.9% 21,701 $1.5M
First PREMIER Bank 0.35% No change 21,593 $1.5M
Empowered Funds, LLC 0.02% Add +15.6% 21,208 $1.5M
Acadian Asset Management LLC 0.00% Add +2928.3% 21,077 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +5.9% 20,824 $1.5M
Resources Management Corp. /CT/ 0.19% Reduce -21.5% 20,782 $1.5M
Redwood Investment Management, LLC 0.16% Reduce -25.8% 20,373 $1.4M
Spirit of America Management Corp. 0.29% Add +5.0% 20,050 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +0.0% 19,840 $1.4M
Ironwood Investment Counsel, LLC 0.20% Add +7.0% 19,711 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.4% 19,531 $1.4M
Louisiana State Employees Retirement System 0.02% Add +0.5% 19,500 $1.4M
Leisure Capital Management 0.47% Reduce -0.3% 19,433 $1.4M
Profund Advisors LLC 0.04% Add +5.0% 19,401 $1.4M
M&T Bank Corp 0.00% Reduce -13.0% 19,363 $1.4M
Pensionfund Sabic 0.37% No change 19,300 $1.4M
Bard Financial Services, Inc. 0.15% No change 19,205 $1.4M
Zacks Investment Management 0.01% Reduce -0.9% 19,190 $1.4M
Caprock Group, LLC 0.03% — 21,245 $1.4M
BetterWealth, LLC 0.32% New 18,987 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +4.2% 18,952 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -3.5% 18,621 $1.3M
Essex Financial Services, Inc. 0.08% Reduce -7.8% 18,598 $1.3M
Tableaux LLC 0.53% Add +100.0% 18,436 $1.3M
PFG Investments, LLC 0.07% Add +0.1% 18,414 $1.3M
Coldstream Capital Management Inc. 0.02% Add +36.2% 18,233 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -0.5% 18,229 $1.3M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.9% 18,002 $1.3M
Securian Asset Management, Inc. 0.03% Reduce -6.3% 17,894 $1.3M
HB Wealth Management, LLC 0.01% Add +21.8% 17,801 $1.3M
Principle Wealth Partners LLC 0.07% Reduce -0.4% 17,723 $1.3M
Lido Advisors, LLC 0.01% Add +5.4% 17,663 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 17,532 $1.2M
Mork Capital Management, LLC 0.85% No change 17,400 $1.2M
Ellsworth Advisors, LLC 0.26% Add +10.8% 17,075 $1.2M
Great Oak Capital Partners, LLC 0.32% Reduce -20.7% 16,853 $1.2M
Quadrant Capital Group LLC 0.04% Add +0.7% 16,800 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -2.9% 16,616 $1.2M
Mystic Asset Management, Inc. 0.27% Add +0.9% 16,549 $1.2M
Arkadios Wealth Advisors 0.03% Add +7.4% 16,300 $1.2M
Tounjian Advisory Partners, LLC 0.39% New 16,230 $1.2M
Benjamin Edwards Inc. 0.01% Add +0.6% 16,207 $1.2M
Pallas Capital Advisors LLC 0.04% New 16,135 $1.1M
Park Avenue Securities LLC 0.01% Add +3.3% 16,080 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% No change 17,816 $1.1M
AlphaQuest LLC 0.07% Add +1444.9% 15,650 $1.1M
Jane Street Group, LLC 0.00% Reduce -81.7% 15,554 $1.1M
Vennlight Capital Management, LP 1.42% New 15,300 $1.1M
Icon Advisers Inc. 0.24% No change 15,300 $1.1M
Marks Group Wealth Management, Inc 0.10% Add +2.8% 14,961 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +0.7% 14,921 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -1.0% 14,865 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +0.3% 14,691 $1.0M
Graham Capital Management, L.P. 0.06% Add +11.8% 14,535 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -51.8% 14,521 $1.0M
Shell Asset Management Co. 0.10% Reduce -35.7% 14,496 $1.0M
Penobscot Investment Management Company, Inc. 0.08% No change 14,418 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +10.9% 14,321 $1.0M
Vinva Investment Management Ltd 0.02% Add +124.5% 14,355 $1.0M
Presima Securities ULC 0.28% No change 14,189 $1.0M
Exchange Traded Concepts, LLC 0.01% Add +868.0% 14,171 $1.0M
Navellier & Associates Inc. 0.10% Add +24.6% 14,139 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% New 13,922 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.10% Add +9.8% 14,047 $999K
Aaron Wealth Advisors LLC 0.06% Add +241.8% 13,593 $967K
GeoWealth Management, LLC 0.04% Add +40.5% 13,508 $961K
Manske Wealth Management 0.29% Reduce -1.6% 13,502 $961K
Allstate Corp. 0.02% New 13,412 $954K
Finivi Inc. 0.61% Reduce -32.2% 13,402 $953K
Greenland Capital Management LP 0.15% Reduce -76.5% 13,296 $946K
United Asset Strategies, Inc. 0.08% Add +1.1% 13,288 $945K
Eastern Bank 0.02% Reduce -6.8% 13,285 $945K
Quantitative Investment Management, LLC 0.13% New 13,288 $945K
Advisory Services Network, LLC 0.01% Add +6.6% 13,268 $944K
Intrua Financial, LLC 0.11% Add +2.7% 13,186 $938K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +10.3% 13,178 $937K
Wilkins Investment Counsel Inc. 0.13% Add +4.4% 13,145 $935K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +8.5% 13,145 $935K
Flagship Harbor Advisors, LLC 0.04% Add +2.1% 13,129 $934K
Allworth Financial LP 0.00% Add +8.4% 12,747 $907K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.9% 12,743 $907K
Empirical Finance, LLC 0.04% Add +1.0% 12,556 $893K
Ontario Teachers Pension Plan Board 0.02% New 12,532 $892K
Principal Securities, Inc. 0.01% Add +5.9% 12,447 $885K
San Luis Wealth Advisors LLC 0.16% Add +9.3% 12,257 $872K
SteelPeak Wealth, LLC 0.03% New 12,204 $868K
Miller Howard Investments Inc. 0.03% Add +4.3% 12,201 $868K
OMERS ADMINISTRATION Corp 0.01% No change 12,143 $864K
Twin City Private Wealth, LLC 0.67% Reduce -26.8% 12,039 $856K
GAMMA Investing LLC 0.05% Add +18.1% 11,885 $845K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.9% 11,828 $841K
OneDigital Investment Advisors LLC 0.01% Reduce -6.3% 11,817 $841K
NorthRock Partners, LLC 0.01% Add +26.3% 11,561 $822K
Vestcor Inc 0.02% Reduce -13.9% 11,513 $819K
Vident Advisory, LLC 0.01% Add +19.5% 11,444 $814K
Prosperity Consulting Group, LLC 0.04% Add +0.4% 11,057 $787K
Centerpoint Advisors, LLC 0.24% No change 10,983 $781K
Sound Financial Strategies Group, LLC 0.57% Reduce -3.2% 10,967 $780K
Lombard Odier Asset Management (Switzerland) SA 0.04% Reduce -44.0% 10,953 $779K
Occudo Quantitative Strategies LP 0.09% New 10,946 $779K
Continuum Advisory, LLC 0.08% Add +184.2% 10,883 $774K
Brighton Jones LLC 0.02% Add +223.5% 10,838 $771K
Modern Wealth Management, LLC 0.02% Add +0.7% 10,788 $767K
SlateStone Wealth, LLC 0.07% Reduce -0.2% 10,781 $767K
Independent Advisor Alliance 0.02% Reduce -2.3% 10,719 $763K
Signaturefd, LLC 0.01% Reduce -9.3% 10,654 $758K
V-Square Quantitative Management LLC 0.13% Add +3.9% 10,577 $752K
Creative Financial Designs Inc. 0.05% Add +2586.5% 10,558 $751K
Ascentis Wealth Management, LLC 0.18% Add +38.0% 10,409 $740K
Bridgefront Capital, LLC 0.21% New 10,221 $727K
Claro Advisors Inc. 0.10% Add +4.1% 10,100 $719K
Mufg Securities Americas Inc. 0.05% Add +22.9% 10,008 $712K
Vise Technologies, Inc. 0.03% Reduce -13.1% 9,935 $707K
Amica Mutual Insurance Co. 0.06% No change 9,930 $706K
Regions Financial Corp. 0.00% Reduce -0.2% 9,868 $702K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -2.4% 9,842 $700K
Trivium Point Advisory, LLC 0.07% Reduce -0.7% 9,794 $697K
Apollon Wealth Management, LLC 0.01% Reduce -16.1% 9,716 $691K
Simplex Trading, LLC 0.02% Add +12.0% 9,691 $689K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -3.1% 9,668 $688K
Hilltop Holdings Inc. 0.04% Add +2.2% 9,654 $687K
Rockefeller Capital Management L.P. 0.00% Reduce -18.4% 9,643 $686K
Savant Capital, LLC 0.00% Reduce -5.5% 9,571 $681K
Chicago Partners Investment Group LLC 0.02% Add +118.6% 9,063 $679K
Maridea Wealth Management LLC 0.11% New 9,290 $677K
XTX Topco Ltd 0.04% New 9,461 $673K
Heritage Financial Services, LLC 0.06% Add +0.1% 9,441 $672K
Ellevest, Inc. 0.10% New 9,423 $670K
First Manhattan Co. Llc. 0.00% No change 9,382 $667K
Accurate Wealth Management, LLC 0.09% Add +3.7% 9,358 $661K
Global X Japan Co., Ltd. 0.06% Reduce -9.3% 9,239 $657K
QRG Capital Management, Inc. 0.01% Reduce -12.1% 9,209 $655K
Live Oak Private Wealth LLC 0.09% No change 9,148 $651K
AlphaStar Capital Management, LLC 0.06% Add +38.9% 9,111 $648K
Evergreen Capital Management LLC 0.02% Reduce -0.9% 9,097 $647K
Orion Porfolio Solutions, LLC 0.01% Reduce -9.0% 9,083 $646K
Farther Finance Advisors, LLC 0.01% Add +101.4% 9,060 $645K
Howard Capital Management, LLC 0.01% Add +3.8% 9,024 $642K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.3% 9,017 $641K
Voya Financial Advisors, Inc. 0.06% Add +5.0% 9,082 $641K
Central Pacific Bank - Trust Division 0.08% No change 9,000 $640K
Csenge Advisory Group 0.03% Add +30.3% 8,944 $636K
Huber Capital Management LLC 0.10% Add +16.9% 8,916 $634K
Nomura Holdings Inc. 0.00% New 8,915 $634K
New England Capital Financial Advisors LLC 0.27% Add +0.3% 8,889 $632K
Armstrong Advisory Group, Inc. 0.04% Reduce -1.9% 8,819 $627K
STRS Ohio 0.00% Reduce -75.6% 8,785 $625K
GC Wealth Management RIA, LLC 0.02% New 8,784 $625K
Cutler Capital Management, LLC 0.25% Reduce -64.7% 8,747 $622K
Finer Wealth Management, Inc. 0.31% Reduce -0.3% 8,689 $618K
Valmark Advisers, Inc. 0.01% Reduce -0.5% 8,661 $616K
Revisor Wealth Management LLC 0.21% Add +3.2% 8,466 $613K
Centennial Wealth Advisory LLC 0.17% Add +6.6% 8,580 $610K
Spire Wealth Management 0.02% Add +113.1% 8,544 $608K
Vista Investment Partners LLC 0.17% New 8,501 $605K
Keybank National Association 0.00% Add +1.2% 8,430 $600K
Prime Capital Investment Advisors, LLC 0.01% Add +0.3% 8,424 $599K
Abel Hall, LLC 0.24% Reduce -0.1% 8,416 $599K
Fiduciary Trust Co 0.01% Add +7.4% 8,368 $595K
Baker Ellis Asset Management LLC 0.07% Reduce -2.4% 8,257 $587K
Inscription Capital, LLC 0.06% New 8,219 $585K
Keynote Financial Services LLC 0.36% Reduce -3.0% 8,209 $584K
Syon Capital LLC 0.03% Add +139.3% 8,195 $583K
Greenleaf Trust 0.01% Reduce -11.3% 8,171 $581K
Drucker Wealth 3.0, LLC 0.10% Reduce -38.4% 8,034 $572K
Beacon Pointe Advisors, LLC 0.00% Reduce -6.5% 8,001 $569K
Chatham Capital Group, Inc. 0.08% No change 7,981 $568K
Krilogy Financial LLC 0.02% New 7,759 $566K
Gallagher Fiduciary Advisors, LLC 0.02% Add +2.4% 7,943 $565K
Aigen Investment Management, LP 0.09% New 7,838 $558K
Connecticut Wealth Management, LLC 0.02% No change 7,816 $556K
Contravisory Investment Management, Inc. 0.11% Reduce -0.5% 7,788 $554K
Capstone Investment Advisors, LLC 0.01% New 7,759 $552K
Global Retirement Partners, LLC 0.01% Add +3.4% 7,753 $552K
Moneco Advisors, LLC 0.05% Add +0.7% 7,735 $550K
Glenview Trust Co 0.01% Reduce -11.1% 7,639 $543K
Bahl & Gaynor LLC 0.00% Reduce -13.1% 7,626 $543K
AlphaCore Capital LLC 0.02% Add +23.4% 7,606 $541K
Valley Brook Capital Group, Inc. 0.36% No change 7,528 $536K
Hills Bank & Trust Co 0.03% No change 7,490 $533K
Gen-Wealth Partners Inc 0.18% Reduce -7.2% 7,433 $529K
Brown Advisory Inc. 0.00% Reduce -6.7% 7,405 $527K
Prosperity Wealth Management, Inc. 0.18% Add +1.3% 7,361 $524K
Nwam LLC 0.03% Add +52.3% 7,176 $522K
Cape Cod Five Cents Savings Bank 0.05% No change 7,668 $522K
Belpointe Asset Management LLC 0.02% Add +6.1% 7,329 $521K
Huntington National Bank 0.00% Add +3.3% 7,314 $520K
Oppenheimer & Co. Inc. 0.01% New 7,296 $519K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.4% 7,243 $515K
MUFG Securities EMEA plc 0.01% Add +557.1% 7,103 $505K
WESPAC Advisors, LLC 0.29% New 7,052 $502K
Schonfeld Strategic Advisors LLC 0.00% New 6,986 $497K
Bessemer Group Inc. 0.00% Add +16.0% 6,955 $494K
Tema ETFs LLC 0.04% New 6,928 $493K
Aptus Capital Advisors, LLC 0.00% Add +6.4% 6,886 $490K
Old North State Wealth Management, LLC 0.23% Reduce -2.8% 6,875 $489K
Gsa Capital Partners LLP 0.04% Add +116.6% 6,870 $489K
Ballentine Partners, LLC 0.01% Add +22.6% 6,865 $488K
Bryce Point Capital, LLC 0.60% New 6,860 $488K
Blueshift Asset Management, LLC 0.15% Reduce -0.2% 6,841 $487K
Sachetta, LLC 0.18% Reduce -0.3% 6,764 $481K
Anchor Capital Advisors LLC 0.01% Reduce -30.5% 6,664 $474K
Panagora Asset Management Inc. 0.00% Reduce -99.4% 6,652 $473K
Avidian Wealth Enterprises, LLC 0.02% Add +6.8% 6,598 $469K
Tower Research Capital LLC (TRC) 0.01% Add +48.5% 6,576 $468K
Canada Post Corp Registered Pension Plan 0.02% Add +50.6% 6,610 $466K
Mgo One Seven LLC 0.01% Add +42.6% 6,538 $465K
Choreo, LLC 0.01% Add +11.4% 6,526 $464K
Ascentis Independent Advisors 0.08% New 6,519 $464K
Seeds Investor LLC 0.10% Reduce -0.3% 6,487 $462K
Welch & Forbes LLC 0.01% Reduce -7.0% 6,428 $457K
McIlrath & Eck, LLC 0.05% Add +13.5% 6,422 $457K
Parcion Private Wealth LLC 0.03% New 6,413 $456K
Tiaa Trust, National Association 0.00% Reduce -19.6% 6,413 $456K
KCM Investment Advisors LLC 0.01% Add +6.2% 6,358 $452K
Praxis Investment Management Inc. 0.03% Add +37.0% 6,247 $444K
Rockland Trust Co. 0.02% Reduce -6.1% 6,168 $439K
NorthCrest Asset Manangement, LLC 0.01% New 6,022 $439K
Savior LLC 1.95% No change 6,150 $438K
Cibc World Market Inc. 0.00% Add +4.3% 6,150 $438K
Compound Planning, Inc. 0.01% Add +9.8% 6,130 $436K
Modera Wealth Management, LLC 0.01% Reduce -1.8% 6,012 $428K
WASHINGTON TRUST Co 0.01% No change 5,985 $426K
Welch Group, LLC 0.02% No change 5,936 $422K
Snowden Capital Advisors LLC 0.01% Reduce -15.6% 5,915 $421K
Meeder Advisory Services, Inc. 0.02% Reduce -7.9% 5,858 $417K
Verity & Verity, LLC 0.03% Reduce -10.3% 5,855 $417K
Leslie Global Wealth, LLC 0.20% Reduce -11.3% 5,848 $416K
Perigon Wealth Management, LLC 0.01% Add +34.2% 5,841 $416K
Kelly Financial Group LLC 0.11% Add +0.7% 5,809 $413K
Fiduciary Financial Group, LLC 0.07% Add +12.8% 5,785 $412K
Horizon Investments, LLC 0.01% Reduce -1.6% 5,678 $404K
Holderness Investments Co. 0.08% Add +33.7% 5,644 $402K
Midwest Professional Planners, LTD. 0.10% Reduce -2.4% 5,637 $401K
Erste Asset Management GmbH 0.00% Reduce -80.2% 5,607 $395K
Advisor OS, LLC 0.03% Add +0.2% 5,504 $392K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.1% 5,467 $389K
Thrive Wealth Management, LLC 0.06% Add +0.1% 5,451 $388K
Alpha Family Trust 0.18% No change 5,440 $387K
American State Bank (Iowa) 0.20% No change 5,436 $387K
EverSource Wealth Advisors, LLC 0.02% Add +61.5% 5,434 $387K
HBK Sorce Advisory LLC 0.01% Add +0.7% 5,330 $385K
Advisors Capital Management, LLC 0.00% Add +1.8% 5,371 $382K
Fisher Asset Management 0.00% Reduce -44.7% 5,155 $367K
Daymark Wealth Partners, LLC 0.01% Reduce -27.8% 5,128 $365K
Capula Management Ltd 0.00% New 5,107 $363K
Destination Wealth Management 0.01% Add +7.4% 5,070 $361K
Coastal Bridge Advisors, LLC 0.03% Add +9.7% 5,067 $360K
Polymer Capital Management (US) LLC 0.05% New 5,058 $360K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +3.3% 5,054 $360K
Mather Group, Llc. 0.00% Add +9.6% 5,017 $357K
IHT Wealth Management, LLC 0.01% Reduce -0.8% 5,010 $356K
Wells Trecaso Financial Group, LLC 0.17% No change 4,972 $354K
Spinnaker Trust 0.02% No change 4,915 $350K
Turning Point Benefit Group, Inc. 0.21% Add +10.1% 4,854 $348K
MJP Associates Inc. 0.05% Add +0.6% 4,867 $346K
CBRE Investment Management Listed Real Assets LLC 0.00% Reduce -52.8% 4,831 $344K
Callan Family Office, LLC 0.01% Reduce -24.2% 4,808 $342K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -40.8% 4,760 $339K
Gladstone Institutional Advisory LLC 0.01% Add +4.2% 4,711 $335K
Citizens Financial Group Inc. 0.00% Add +42.0% 4,664 $332K
Oxler Private Wealth LLC 0.10% Add +0.9% 4,662 $332K
Sivia Capital Partners, LLC 0.09% New 4,643 $330K
SageView Advisory Group, LLC 0.01% Reduce -3.1% 4,591 $327K
Aegis Wealth Management LLC 0.17% New 4,578 $326K
CWA Asset Management Group, LLC 0.01% Reduce -5.9% 4,566 $325K
Shore Point Advisors, LLC 0.14% No change 4,542 $323K
SC&H Financial Advisors, Inc. 0.05% Add +0.0% 4,513 $321K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.5% 4,508 $321K
International Private Wealth Advisors LLC 0.20% Reduce -10.9% 4,468 $318K
Trueblood Wealth Management, LLC 0.12% Reduce -2.2% 4,466 $318K
Synovus Financial Corp. 0.00% No change 4,447 $316K
Grace & White Inc. 0.06% No change 4,418 $314K
Retirement Planning Co of New England, Inc. 0.13% Add +2.4% 4,382 $312K
Apella Capital, LLC 0.01% Add +5.2% 4,366 $312K
Composition Wealth, LLC 0.00% Add +19.8% 4,364 $310K
Groupama Asset Managment 0.00% Add +22.0% 4,344 $309K
Bayforest Capital Ltd 0.15% Reduce -6.5% 4,339 $309K
Asset Dedication, LLC 0.02% Add +97.1% 4,328 $308K
Bar Harbor Wealth Management 0.02% No change 4,325 $308K
Impact Capital Partners LLC 0.09% Reduce -0.3% 4,323 $308K
CreativeOne Wealth, LLC 0.01% Add +12.7% 4,292 $305K
Stablepoint Partners, LLC 0.05% Reduce -1.2% 4,274 $304K
Patrick M Sweeney & Associates, Inc. 0.20% Add +4.8% 4,263 $303K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.1% 4,250 $302K
Martingale Asset Management L P 0.01% New 4,250 $302K
Mizuho Markets Americas LLC 0.01% Reduce -0.7% 4,249 $302K
HighPoint Advisor Group LLC 0.01% Reduce -2.9% 4,187 $298K
Sagespring Wealth Partners, LLC 0.01% Add +18.7% 4,168 $297K
GTS Securities LLC 0.01% New 4,167 $296K
Optas, LLC 0.05% New 4,159 $296K
World Investment Advisors 0.01% Add +0.3% 4,157 $296K
Simplicity Wealth,LLC 0.02% New 4,140 $295K
Blue Fin Capital, Inc. 0.05% Reduce -2.4% 4,130 $294K
Beirne Wealth Consulting Services, LLC 0.07% No change 4,102 $292K
Wealthspire Advisors, LLC 0.00% Reduce -24.2% 4,097 $291K
Centaurus Financial, Inc. 0.01% Add +90.8% 4,052 $288K
Fortis Group Advisors, LLC 0.05% No change 3,891 $287K
Kingsview Wealth Management, LLC 0.00% Add +0.8% 4,034 $287K
Alan B Lancz & Associates, Inc. 0.26% No change 4,033 $287K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.3% 4,008 $285K
Viking Fund Management LLC 0.03% No change 4,000 $285K
Wedbush Securities Inc. 0.01% Add +7.2% 3,968 $282K
Atlantic Union Bankshares Corp 0.01% Add +28.2% 3,963 $282K
Melfa Wealth Management, Inc. 0.16% No change 3,941 $280K
Fifth Third Wealth Advisors LLC 0.01% Add +2.3% 3,930 $280K
Tompkins Financial Corp. 0.02% No change 3,875 $276K
Cozad Asset Management Inc. 0.02% No change 3,864 $275K
Baker Avenue Asset Management, LP 0.01% New 3,863 $275K
Mindset Wealth Management, LLC 0.07% No change 3,836 $273K
Red Door Wealth Management, LLC 0.03% New 3,825 $272K
HUB Investment Partners, LLC 0.01% New 3,818 $272K
Patton Fund Management, Inc. 0.05% No change 3,806 $271K
Formidable Asset Management, LLC 0.04% No change 4,252 $271K
Sigma Planning Corp 0.01% New 3,793 $270K
Kera Capital Partners, Inc. 0.04% New 3,774 $269K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -9.6% 3,771 $268K
Evoke Wealth, LLC 0.01% New 3,767 $268K
Venturi Wealth Management, LLC 0.01% New 3,762 $268K
Whittier Trust Co. 0.00% Add +1.1% 3,685 $267K
Quadcap Wealth Management, LLC 0.03% Reduce -36.9% 3,722 $265K
Inceptionr LLC 0.06% Reduce -78.0% 3,718 $264K
Thomasville National Bank 0.02% No change 3,711 $264K
Catalyst Financial Partners LLC 0.03% Add +0.0% 3,700 $263K
Two Sigma Advisers, LP 0.00% Add +12.1% 3,700 $263K
Fidelis Capital Partners, LLC 0.02% Add +3.7% 3,699 $263K
CENTRAL TRUST Co 0.01% Reduce -6.4% 3,669 $261K
Rothschild Investment LLC 0.01% Add +115.6% 3,661 $260K
Parallel Advisors, LLC 0.00% Add +4.9% 3,636 $259K
Checchi Capital Advisers, LLC 0.02% Reduce -13.1% 3,614 $257K
Beacon Bank & Trust 0.06% No change 3,610 $257K
LGT Group Foundation 0.00% No change 3,585 $257K
PDS Planning, Inc 0.02% Reduce -6.3% 3,600 $256K
Horizon Investment Services, LLC 0.10% Add +5.7% 3,572 $254K
Volterra Technologies LP 0.17% New 3,571 $254K
Cigna Investments Inc. 0.04% No change 3,567 $253K
Federated Hermes, Inc. 0.00% Add +112.5% 3,550 $253K
Flputnam Investment Management Co. 0.00% Reduce -5.3% 3,545 $252K
Cadence Wealth Management LLC 0.13% No change 3,521 $251K
Concurrent Investment Advisors, LLC 0.00% Add +6.3% 3,511 $250K
Axxcess Wealth Management, LLC 0.01% No change 3,496 $249K
Financial Engines Advisors L.L.C. 0.00% Add +3.0% 3,490 $248K
Ameritas Investment Partners, Inc. 0.01% No change 3,468 $247K
Sterling Financial Planning, Inc. 0.08% No change 3,452 $246K
Pine Haven Investment Counsel, Inc 0.18% No change 3,451 $246K
Frank, Rimerman Advisors LLC 0.02% Reduce -3.9% 3,440 $245K
DAVENPORT & Co LLC 0.00% Reduce -4.9% 3,433 $244K
Resonant Capital Advisors, LLC 0.01% Reduce -0.8% 3,418 $243K
Requisite Capital Management, LLC 0.04% New 3,413 $243K
Addison Advisors LLC 0.06% Reduce -31.9% 3,409 $243K
Investment Advisory Group, LLC 0.07% New 3,380 $240K
Wilmington Savings Fund Society, FSB 0.01% Reduce -29.5% 3,348 $238K
Cypress Wealth Services, LLC 0.04% Add +0.8% 3,343 $238K
Iams Wealth Management, LLC 0.10% New 3,333 $237K
Prospera Financial Services Inc 0.00% Reduce -24.4% 3,328 $237K
Cidel Asset Management Inc. 0.01% No change 3,327 $237K
MAI Capital Management 0.00% Reduce -6.2% 3,320 $236K
Sage Mountain Advisors LLC 0.01% New 3,291 $234K
Exencial Wealth Advisors, LLC 0.01% New 3,273 $233K
Redhawk Wealth Advisors, Inc. 0.03% Add +2.6% 3,271 $233K
CFS Investment Advisory Services, LLC 0.02% New 3,092 $231K
Cary Street Partners Financial LLC 0.01% Reduce -2.0% 3,237 $230K
Clarius Group, LLC 0.01% Reduce -28.8% 3,232 $230K
Hurlow Wealth Management Group, Inc. 0.06% Reduce -15.7% 3,228 $230K
Foundations Investment Advisors, LLC 0.00% New 3,216 $229K
Tocqueville Asset Management L.P. 0.00% No change 3,200 $228K
Azimuth Capital Investment Management LLC 0.01% New 3,157 $225K
FC Advisory LLC 0.07% Reduce -11.5% 3,153 $224K
Essential Partners LLC 0.07% Add +1326.5% 3,124 $222K
Fiduciary Alliance LLC 0.01% New 3,114 $222K
Versor Investments LP 0.04% Reduce -73.9% 3,105 $221K
Midwest Trust Co 0.00% New 3,093 $220K
IFP Advisors, Inc 0.01% Add +43.5% 3,092 $220K
Kraematon Investment Advisors, Inc. 0.19% New 3,089 $220K
Cerro Pacific Wealth Advisors LLC 0.06% Reduce -10.3% 3,083 $219K
QTR Family Wealth, LLC 0.10% New 3,075 $219K
ORG Partners LLC 0.04% Add +89.2% 3,022 $215K
Hardman Johnston Global Advisors LLC 0.01% New 3,000 $213K
Econ Financial Services Corp 0.11% New 2,996 $213K
Means Investment Co., Inc. 0.02% New 2,989 $213K
Alliance Wealth Advisors, LLC 0.11% New 2,965 $211K
Sovran Advisors, LLC 0.02% New 2,856 $211K
Versant Capital Management, Inc 0.03% Add +37.7% 2,952 $210K
FIL Ltd 0.00% Reduce -95.7% 2,950 $210K
Earned Wealth Advisors, LLC 0.03% New 2,938 $209K
CX Institutional 0.01% Add +1.3% 2,928 $208K
Clear Harbor Asset Management, LLC 0.01% New 2,920 $208K
Exchange Bank 0.14% New 2,889 $206K
Pinnacle West Asset Management, Inc. 0.13% New 2,880 $205K
Arete Wealth Advisors, LLC 0.01% New 2,885 $205K
Peak Asset Management, LLC 0.04% New 2,866 $204K
Novak & Powell Financial Services, Inc. 0.11% New 2,848 $203K
Chris Bulman Inc 0.10% New 2,847 $203K
Parsons Capital Management Inc. 0.01% New 2,819 $201K
Blue Trust, Inc. 0.00% Reduce -5.1% 2,787 $198K
Quarry LP 0.05% Reduce -56.5% 2,763 $197K
Trust Co. of Vermont 0.01% Reduce -4.8% 2,726 $194K
Brown, Lisle/Cummings, Inc. 0.05% No change 2,666 $190K
Albion Financial Group 0.01% No change 2,644 $188K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 2,600 $185K
NBT Bank, N.A. 0.01% No change 2,600 $185K
Private Wealth Asset Management, LLC 0.02% No change 2,458 $175K
Private Trust Co. NA 0.02% Reduce -5.4% 2,451 $174K
CI Investments Inc. 0.00% Add +13.5% 2,443 $174K
Clearstead Advisors, LLC 0.00% Add +60.5% 2,426 $173K
Brown Brothers Harriman & Co. 0.00% Add +47.2% 2,393 $170K
Medallion Wealth Advisors, LLC 0.06% Add +0.1% 2,385 $170K
Lanark Financial, Inc. 0.01% Reduce -3.5% 2,362 $168K
Parkside Financial Bank & Trust 0.01% Add +44.1% 2,310 $164K
Smartleaf Asset Management LLC 0.01% Add +77.5% 2,327 $164K
Ancora Advisors LLC 0.00% Add +342.0% 2,294 $163K
Montag A & Associates Inc. 0.01% No change 2,200 $157K
CoreCap Advisors, LLC 0.01% Add +1.2% 2,159 $154K
Ameriflex Group, Inc. 0.06% Add +1171.2% 2,072 $147K
Y.D. More Investments Ltd 0.01% Reduce -30.1% 2,066 $147K
Richardson Financial Services Inc. 0.09% Reduce -1.9% 2,022 $144K
AdvisorNet Financial, Inc 0.01% Add +2.5% 1,945 $138K
HM Payson & Co. 0.00% New 1,910 $136K
Hughes Financial Services, LLC 0.02% No change 1,837 $133K
Cape Investment Advisory, Inc. 0.13% Add +2.3% 1,821 $130K
Cornerstone Planning Group LLC 0.02% Add +0.2% 1,749 $129K
CVA Family Office, LLC 0.02% Add +0.4% 1,783 $127K
Larson Financial Group LLC 0.00% Add +21.0% 1,704 $121K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.2% 1,701 $121K
Smithfield Trust Co 0.01% No change 1,673 $119K
SG Americas Securities, LLC 0.00% Reduce -87.5% 1,665 $118K
Walleye Capital LLC 0.00% Add +11721.4% 1,655 $118K
GHP Investment Advisors, Inc. 0.00% Reduce -42.3% 1,653 $118K
Center for Financial Planning, Inc. 0.01% No change 1,648 $117K
Ossiam 0.00% Reduce -86.2% 1,606 $114K
Vision Financial Markets LLC 0.09% No change 1,506 $107K
TD Private Client Wealth LLC 0.00% Add +3.0% 1,503 $107K
UMB Bank, n.a. 0.00% Add +15.0% 1,484 $106K
Crews Bank & Trust 0.02% No change 1,482 $105K
Flagship Wealth Advisors, LLC 0.03% No change 1,441 $103K
Wexford Capital LP 0.03% New 1,432 $102K
Hantz Financial Services, Inc. 0.00% Add +8.4% 1,394 $99K
Foster Dykema Cabot & Partners, LLC 0.01% Add +1.8% 1,335 $95K
Catalyst Capital Advisors LLC 0.00% Reduce -28.1% 1,303 $93K
Holos Integrated Wealth LLC 0.05% No change 1,249 $90K
Ransom Advisory, Ltd 0.04% No change 1,253 $89K
Measured Wealth Private Client Group, LLC 0.02% New 1,247 $89K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.2% 1,225 $87K
Quent Capital, LLC 0.01% New 1,224 $87K
Manchester Capital Management LLC 0.01% Reduce -1.9% 1,168 $83K
Washington Trust Advisors, Inc. 0.01% No change 1,129 $80K
True Wealth Design, LLC 0.02% Add +81.9% 1,106 $79K
FSA Wealth Management LLC 0.03% No change 1,105 $79K
First Community Trust NA 0.06% No change 1,080 $77K
Cromwell Holdings LLC 0.04% No change 1,042 $74K
Tortoise Investment Management, LLC 0.01% Reduce -1.3% 1,024 $73K
Amica Retiree Medical Trust 0.10% No change 992 $71K
GoalVest Advisory LLC 0.01% No change 981 $70K
Sentry Investment Management LLC 0.05% New 935 $69K
CYBER HORNET ETFs LLC 0.04% Add +3.3% 943 $67K
Tsfg, LLC 0.01% Reduce -14.2% 935 $67K
Bogart Wealth, LLC 0.00% Add +0.8% 935 $67K
CoreFirst Bank & Trust 0.03% No change 907 $65K
Nemes Rush Group LLC 0.01% No change 900 $64K
Heritage Wealth Advisors 0.00% No change 900 $64K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.3% 895 $64K
City Holding Co. 0.01% No change 885 $63K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 874 $62K
SouthState Bank Corp 0.00% Reduce -41.9% 865 $62K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $60K
Anchor Investment Management, LLC 0.01% Add +55.0% 846 $60K
North Star Investment Management Corp. 0.00% Add +314.2% 816 $58K
Gould Capital, LLC 0.04% No change 800 $57K
Glass Jacobson Investment Advisors llc 0.02% No change 787 $56K
Deseret Mutual Benefit Administrators 0.02% No change 785 $56K
Perkins Coie Trust Co 0.01% No change 734 $52K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 695 $51K
Pathway Financial Advisers, LLC 0.01% New 712 $51K
Mowery & Schoenfeld Wealth Management, LLC 0.09% No change 708 $50K
Peck Wealth Management, LLC 0.05% — 697 $50K
Cary Street Partners Investment Advisory LLC 0.02% Add +19.4% 690 $49K
Summit Securities Group LLC 0.01% Add +159.5% 641 $46K
Broadwater Capital Management LLC 0.03% Reduce -98.4% 620 $44K
JPL Wealth Management, LLC 0.01% New 618 $44K
Bangor Savings Bank 0.00% No change 604 $43K
Virtus Advisers, LLC 0.02% New 600 $43K
First Financial Corp. 0.02% No change 600 $43K
DT Investment Partners, LLC 0.00% No change 577 $41K
Caldwell Trust Co 0.00% No change 574 $41K
SJS Investment Consulting Inc. 0.01% Add +157.0% 550 $39K
MV Capital Management, Inc. 0.00% No change 532 $38K
Salem Investment Counselors Inc. 0.00% No change 528 $38K
Coston, McIsaac & Partners 0.01% Add +6.0% 530 $37K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 502 $36K
Hilltop National Bank 0.01% No change 500 $36K
Webster Bank, N. A. 0.00% No change 500 $36K
Pinney & Scofield, Inc. 0.02% Reduce -15.5% 490 $35K
Independence Bank of Kentucky 0.00% No change 485 $35K
West Branch Capital LLC 0.01% No change 478 $34K
Bokf, NA 0.00% Add +23700.0% 476 $34K
Johnson Financial Group, Inc. 0.00% Add +73.5% 465 $33K
Harbour Investments, Inc. 0.00% Add +48.4% 454 $32K
Sawyer & Company, Inc 0.01% New 500 $32K
Trust Co. of Toledo NA 0.00% No change 441 $31K
Oakworth Capital, Inc. 0.00% Reduce -14.3% 400 $28K
Covestor Ltd 0.01% Add +14.8% 373 $27K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 386 $27K
HFM Investment Advisors, LLC 0.01% No change 376 $27K
Root Financial Partners, LLC 0.00% New 359 $26K
GPS Wealth Strategies Group, LLC 0.00% Add +27.1% 352 $25K
Ogorek Anthony Joseph /NY/ 0.01% No change 357 $25K
VSM Wealth Advisory, LLC 0.01% Reduce -0.3% 322 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 320 $23K
Stance Capital LLC 0.01% New 316 $22K
Hemington Wealth Management 0.00% Add +22.6% 315 $22K
Raleigh Capital Management Inc. 0.01% Add +1.0% 306 $22K
Chesapeake Asset Management LLC 0.02% No change 300 $21K
Delta Asset Management LLC 0.00% No change 300 $21K
Zions Bancorporation, National Association 0.00% Add +11.7% 297 $21K
Truvestments Capital LLC 0.00% New 295 $21K
Gleason Group, Inc. 0.00% Add +1.0% 294 $21K
Geneos Wealth Management Inc. 0.00% Reduce -85.0% 290 $21K
Westside Investment Management, Inc. 0.00% Add +95.9% 286 $20K
GW&K Investment Management, LLC 0.00% Reduce -1.0% 287 $20K
Cedar Mountain Advisors, LLC 0.00% New 262 $19K
First Command Advisory Services, Inc. 0.00% No change 262 $19K
Field & Main Bank 0.01% New 262 $19K
Bruce G. Allen Investments, LLC 0.01% No change 261 $19K
Golden State Wealth Management, LLC 0.00% Add +0.4% 253 $18K
Private Wealth Management Group, LLC 0.00% No change 250 $18K
Farmers & Merchants Investments Inc. 0.00% Reduce -70.6% 250 $18K
Rise Advisors, LLC 0.01% Add +4.2% 248 $18K
Colonial Trust Advisors 0.00% No change 243 $17K
BankPlus Trust Department 0.00% No change 232 $17K
Sunbelt Securities, Inc. 0.00% Add +397.8% 229 $16K
CBIZ Investment Advisory Services, LLC 0.00% No change 214 $15K
Financial Perspectives, Inc 0.00% No change 210 $15K
ESL Trust Services, LLC 0.00% No change 200 $14K
Piscataqua Savings Bank 0.01% Reduce -55.6% 200 $14K
Investors Research Corp 0.00% No change 199 $14K
Salomon & Ludwin, LLC 0.00% New 187 $14K
Rossby Financial, LCC 0.00% Add +55.8% 187 $13K
Financial Life Planners 0.01% New 188 $13K
2UniFi Bank 0.01% No change 187 $13K
City State Bank 0.00% No change 187 $13K
Physician Wealth Advisors, Inc. 0.00% Add +85.0% 185 $13K
Steigerwald, Gordon & Koch Inc. 0.00% New 184 $13K
Meeder Asset Management Inc. 0.00% New 183 $13K
Valley National Advisers Inc. 0.00% No change 194 $13K
Red Tortoise LLC 0.01% No change 181 $13K
Princeton Global Asset Management LLC 0.00% No change 173 $12K
Pinnacle Bancorp, Inc. 0.00% No change 172 $12K
Chilton Capital Management LLC 0.00% No change 170 $12K
Paladin Advisory Group, LLC 0.01% No change 164 $12K
Midwest Capital Advisors, LLC 0.01% No change 155 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -19.6% 152 $11K
Capital Advisors, Ltd. LLC 0.00% Reduce -7.3% 139 $10K
LRI Investments, LLC 0.00% No change 131 $9K
Concord Wealth Partners 0.00% No change 128 $9K
MTM Investment Management, LLC 0.00% No change 126 $9K
Robbins Farley 0.00% No change 125 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 118 $8K
SWAN Capital LLC 0.00% No change 117 $8K
Harbor Investment Advisory, LLC 0.00% No change 115 $8K
Grove Bank & Trust 0.00% No change 112 $8K
Toth Financial Advisory Corp. 0.00% New 110 $8K
Strategic Wealth Partners, Ltd. 0.00% No change 110 $8K
Ameritas Advisory Services, LLC 0.00% Reduce -32.3% 107 $8K
Colonial Trust Co / SC 0.00% No change 103 $7K
WealthCollab, LLC 0.00% No change 100 $7K
Lavaca Capital LLC 0.00% No change 100 $7K
Avion Wealth 0.00% Add +6.9% 108 $7K
Clearstead Trust, LLC 0.00% Add +52.4% 96 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 83 $6K
High Note Wealth, LLC 0.00% Reduce -1.2% 82 $6K
Leonteq Securities AG 0.00% Reduce -12.8% 82 $6K
Kings Path Partners LLC 0.00% New 80 $6K
Howard Hughes Medical Institute 0.00% No change 79 $6K
Kilter Group LLC 0.00% Add +18.5% 77 $5K
IMG Wealth Management, Inc. 0.00% No change 76 $5K
Bell Investment Advisors, Inc 0.00% No change 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
Fortitude Family Office, LLC 0.00% Add +2.9% 70 $5K
SBI Securities Co., Ltd. 0.00% Reduce -1.4% 68 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -71.6% 65 $5K
WPG Advisers, LLC 0.00% Add +966.7% 64 $5K
Barnes Dennig Private Wealth Management LLC 0.00% No change 62 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -93.8% 59 $4K
Solstein Capital, LLC 0.00% No change 54 $4K
Bartlett & Co. Wealth Management LLC 0.00% New 53 $4K
Fourth Dimension Wealth, LLC 0.00% Reduce -43.5% 52 $4K
Trifecta Capital Advisors, LLC 0.00% No change 46 $3K
Financial Gravity Asset Management, Inc. 0.00% — 46 $3K
Provenance Wealth Advisors, LLC 0.00% No change 45 $3K
Winch Advisory Services, LLC 0.00% Add +2.3% 44 $3K
Cloud Capital Management, LLC 0.00% New 55 $3K
Elevation Wealth Partners, LLC 0.00% New 42 $3K
Stone House Investment Management, LLC 0.00% No change 41 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.7% 41 $3K
Pacifica Partners Inc. 0.00% No change 34 $2K
Texas Capital Bancshares Inc 0.00% New 33 $2K
PFS Partners, LLC 0.00% New 31 $2K
Crewe Advisors LLC 0.00% New 31 $2K
Harvest Fund Management Co., Ltd 0.00% New 34 $2K
Penserra Capital Management LLC 0.00% No change 30 $2K
TCTC Holdings, LLC 0.00% No change 27 $2K
Dogwood Wealth Management LLC 0.00% Add +13.0% 26 $2K
TD Capital Management LLC 0.00% No change 25 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -21.9% 25 $2K
Highline Wealth Partners LLC 0.00% No change 24 $2K
Global Wealth Strategies & Associates 0.00% New 23 $2K
Key Financial Inc 0.00% Reduce -8.3% 22 $2K
Friedenthal Financial 0.00% Reduce -98.3% 21 $1K
United Community Bank 0.00% New 21 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Rakuten Securities, Inc. 0.00% New 20 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 20 $1K
Financial Management Professionals, Inc. 0.00% Reduce -13.6% 19 $1K
Clark Wealth Partners 0.00% No change 19 $1K
WestEnd Advisors, LLC 0.00% New 17 $1K
Rialto Wealth Management, LLC 0.00% Add +33.3% 16 $1K
Activest Wealth Management 0.00% No change 16 $1K
Wealth Watch Advisors, INC 0.00% New 15 $1K
Strengthening Families & Communities, LLC 0.00% No change 14 $1K
Heartwood Wealth Advisors LLC 0.00% New 14 $996
TFC Financial Management, Inc. 0.00% No change 14 $996
Principia Wealth Advisory, LLC 0.00% Add +8.3% 13 $925
Bare Financial Services, Inc 0.00% No change 13 $925
Transamerica Financial Advisors, LLC 0.00% New 12 $854
Dunhill Financial, LLC 0.00% Reduce -23.1% 10 $732
Guerra Advisors Inc 0.00% New 10 $719
Aventura Private Wealth, LLC 0.00% Reduce -98.7% 9 $640
Proffitt & Goodson Inc. 0.00% New 8 $570
Winnacle Wealth LLC 0.00% New 6 $432
Seneschal Advisors, LLC 0.00% New 6 $427
Avalon Trust Co 0.00% New 6 $427
Scarborough Advisors, LLC 0.00% No change 5 $356
Davis Capital Management 0.00% — 4 $285
Quaker Wealth Management, LLC 0.00% No change 3 $214
American Capital Advisory, LLC 0.00% Reduce -25.0% 3 $214
IMA Advisory Services, Inc. 0.00% No change 3 $213
Valued Wealth Advisors LLC 0.00% No change 2 $148
SOA Wealth Advisors, LLC. 0.00% No change 1 $84
Palisade Asset Management, LLC 0.00% New 1 $72
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.