Eversource EnergyES

13F holders, Q4 2025 (December 31)
1,031holders +41
87new positions
76sold out
7famous investors
$67.33avg. 13F price*

At the end of Q4 2025, 1,031 institutions reported holding Eversource Energy (ES) in their 13F filings, up 41 from Q3 2025. 87 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.9B) and State Street Corp. ($1.9B). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions87$247.9M
Exits76$181.4M

All 13F filers, Q3 2025 → Q4 2025: 23,634,939 shares bought and 21,242,653 shares sold, net +2,392,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,031 holders

Vanguard Group Inc. 0.05% Add +1.5% 47,512,198 $3.2B
BlackRock, Inc. 0.05% Add +4.8% 42,716,682 $2.9B
State Street Corp. 0.06% Add +4.7% 28,013,053 $1.9B
FMR LLC 0.04% Add +9.1% 11,708,770 $788.4M
Geode Capital Management, LLC 0.04% Add +2.1% 9,635,907 $646.2M
Victory Capital Management Inc. 0.37% Add +61.8% 9,546,217 $642.7M
Magellan Asset Management Ltd 5.72% Reduce -5.6% 6,989,415 $470.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -0.2% 6,133,122 $412.9M
Morgan Stanley 0.02% Add +4.2% 5,879,604 $395.9M
Charles Schwab Investment Management Inc. 0.06% Reduce -0.7% 5,833,314 $392.8M
Deutsche Bank AG 0.12% Add +78.1% 5,341,986 $359.7M
Legal & General Group Plc 0.08% Reduce -0.3% 5,075,915 $341.8M
Invesco Ltd. 0.03% Reduce -1.3% 5,065,733 $341.1M
Norges Bank 0.03% — 4,812,589 $324.0M
Nuveen, LLC 0.08% Reduce -2.6% 4,445,608 $299.3M
Zimmer Partners, LP 6.82% Add +2.4% 3,843,997 $258.8M
Northern Trust Corp. 0.03% Reduce -0.4% 3,599,218 $242.3M
Goldman Sachs Group Inc. 0.03% Reduce -7.7% 3,452,585 $232.5M
HSBC Holdings PLC 0.13% Reduce -1.0% 3,439,877 $231.6M
Wellington Management Group LLP 0.04% Add +28.2% 3,241,896 $218.3M
Bank of New York Mellon Corp 0.03% Add +11.3% 2,833,876 $190.8M
Royal Bank of Canada 0.03% Reduce -14.3% 2,700,343 $181.8M
Amundi 0.05% Add +2.5% 2,380,030 $160.2M
American Century Companies Inc. 0.08% Reduce -20.7% 2,350,545 $158.3M
UBS Group AG 0.03% Reduce -39.6% 2,311,084 $155.6M
ProShare Advisors LLC 0.27% Reduce -13.1% 2,272,859 $153.0M
Dimensional Fund Advisors LP 0.03% Add +0.7% 1,986,183 $133.7M
AQR Capital Management 0.07% Add +6.7% 1,920,558 $129.3M
First Trust Advisors LP 0.09% Reduce -7.3% 1,914,857 $128.9M
Citadel Advisors 0.08% Add +39.0% 1,790,033 $120.5M
Mitsubishi UFJ Trust & Banking Corp 0.28% Reduce -16.8% 1,734,168 $116.8M
Bank of America Corp. 0.01% Add +5.4% 1,625,298 $109.4M
Cohen & Steers, Inc. 0.19% New 1,557,233 $104.8M
LSV Asset Management 0.23% Reduce -1.3% 1,546,593 $104.1M
Franklin Resources Inc. 0.02% Reduce -16.2% 1,485,524 $100.0M
JPMorgan Chase & Co. 0.01% Reduce -18.8% 1,459,216 $98.2M
Man Group plc 0.19% Reduce -6.9% 1,416,881 $95.4M
Robeco Institutional Asset Management B.V. 0.13% Add +89.2% 1,395,106 $93.9M
Empower Advisory Group, LLC 0.23% Reduce -0.5% 1,242,854 $83.7M
Nordea Investment Management AB 0.07% Reduce -21.4% 1,192,168 $80.3M
Covalis Capital LLP 6.00% Add +518.5% 1,141,017 $76.8M
California State Teachers Retirement System 0.07% Reduce -4.0% 1,022,821 $68.9M
Swiss National Bank 0.04% Reduce -4.0% 1,016,933 $68.5M
Russell Investments Group, Ltd. 0.07% Reduce -4.8% 1,009,996 $68.0M
California Public Employees Retirement System 0.04% Reduce -14.4% 1,006,305 $67.8M
Barclays PLC 0.03% Reduce -31.2% 994,966 $67.0M
Wells Fargo & Company 0.01% Add +10.5% 983,716 $66.2M
Mackenzie Financial Corp. 0.08% Add +5.4% 963,022 $64.9M
Brookfield Corp 0.08% New 949,925 $64.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -3.5% 934,026 $62.9M
M&G PLC 0.32% Reduce -9.5% 881,936 $59.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.5% 854,300 $58.1M
Aventail Capital Group, LP 3.30% Reduce -37.7% 851,699 $57.3M
Brandywine Global Investment Management, LLC 0.38% Add +4.6% 829,120 $55.8M
Los Angeles Capital Management LLC 0.18% Reduce -8.5% 734,480 $54.2M
Aberdeen Group plc 0.08% Reduce -0.7% 800,328 $53.9M
CANADA LIFE ASSURANCE Co 0.09% Reduce -9.9% 789,040 $53.2M
Worldquant Millennium Advisors LLC 0.20% Add +2288.4% 780,134 $52.5M
Gabelli Funds LLC 0.36% Reduce -0.7% 771,000 $51.9M
Rhumbline Advisers 0.04% Reduce -3.8% 758,874 $51.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.1% 752,659 $50.7M
Canada Pension Plan Investment Board 0.03% Reduce -4.1% 712,861 $48.0M
Nomura Asset Management Co. Ltd. 0.12% Reduce -11.7% 708,580 $47.7M
Old Republic International Corp. 1.91% No change 703,933 $47.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +0.7% 698,616 $47.0M
New York State Common Retirement Fund 0.06% Add +0.0% 686,706 $46.2M
Vest Financial, LLC 0.58% Reduce -18.3% 674,603 $45.4M
Boston Trust Walden Corp 0.34% Reduce -5.0% 669,728 $45.1M
Swedbank AB 0.04% Add +0.1% 663,186 $44.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +76.9% 658,857 $44.4M
Quantinno Capital Management LP 0.09% Add +54.1% 656,197 $44.2M
BNP Paribas Financial Markets 0.03% Add +24.9% 624,882 $42.1M
Duff & Phelps Investment Management Co. 0.46% Add +23.2% 607,620 $40.9M
Aviva PLC 0.07% Add +5.0% 603,605 $40.6M
National Pension Service 0.03% Add +5.1% 573,073 $38.6M
Alliancebernstein L.P. 0.01% Add +21.2% 551,224 $37.1M
T. Rowe Price Associates Inc. 0.00% Add +0.7% 536,242 $36.1M
Bank of Montreal 0.01% Reduce -5.2% 512,959 $34.5M
LPL Financial LLC 0.01% Add +11.1% 499,212 $33.6M
Retirement Systems of Alabama 0.10% Add +0.1% 471,199 $31.7M
Vontobel Holding Ltd. 0.10% Add +663.8% 470,745 $31.7M
Stifel Financial Corp. 0.03% Reduce -2.1% 452,715 $30.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +3.5% 443,028 $29.8M
KBC Group NV 0.07% Add +5.8% 437,092 $29.4M
Principal Financial Group Inc. 0.01% Add +3.5% 433,416 $29.2M
Citigroup Inc. 0.02% Add +54.4% 425,269 $28.6M
Act Two Investors LLC 5.15% Add +1.2% 425,104 $28.6M
Royal London Asset Management Ltd. 0.06% Reduce -3.4% 403,108 $27.1M
Korea Investment CORP 0.05% Add +9.2% 402,462 $27.1M
Pictet Asset Management Holding SA 0.03% Reduce -72.0% 391,315 $26.3M
Alps Advisors Inc. 0.15% Reduce -0.4% 385,213 $25.9M
Swiss Life Asset Management Ltd 0.13% Reduce -25.9% 381,854 $25.7M
Maryland State Retirement & Pension System 0.52% Add +2.9% 372,192 $25.1M
Danske Bank A/S 0.06% Add +10.1% 361,920 $24.4M
Bank of Nova Scotia 0.04% Add +379.3% 353,430 $23.8M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -73.4% 338,734 $22.8M
HighTower Advisors, LLC 0.02% Add +10.7% 325,693 $21.9M
New York State Teachers Retirement System 0.04% Add +3.0% 322,526 $21.7M
KLP Kapitalforvaltning As 0.08% Reduce -17.1% 320,193 $21.6M
Raymond James Financial Inc. 0.01% Reduce -16.6% 319,857 $21.5M
State Board of Administration of Florida Retirement System 0.04% Reduce -6.5% 315,322 $21.2M
AE Wealth Management LLC 0.12% Add +1.9% 314,823 $21.2M
Sei Investments Co. 0.02% Add +148.5% 314,060 $21.1M
Envestnet Asset Management Inc. 0.01% Reduce -20.0% 312,326 $21.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +5.3% 302,978 $20.4M
Ameriprise Financial Inc. 0.00% Add +103.9% 291,645 $19.6M
HITE Hedge Asset Management LLC 1.21% New 280,391 $18.9M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 274,887 $18.5M
Sound Income Strategies, LLC 0.86% Reduce -4.7% 260,581 $18.3M
NFJ Investment Group, LLC 0.66% Reduce -22.1% 270,704 $18.2M
SG Americas Securities, LLC 0.02% Add +15804.4% 264,808 $17.8M
Susquehanna Portfolio Strategies, LLC 0.27% Reduce -0.9% 263,380 $17.7M
Cetera Investment Advisers 0.02% Add +4.2% 258,985 $17.4M
State of Wisconsin Investment Board 0.04% Add +13.6% 257,748 $17.4M
Macquarie Group Ltd. 0.08% Reduce -81.3% 257,170 $17.3M
AMF Tjanstepension AB 0.10% No change 244,990 $16.5M
Forsta Ap-Fonden 0.10% Add +118.5% 243,900 $16.4M
National Bank of Canada 0.02% Add +100.3% 243,717 $16.4M
Commonwealth Equity Services, LLC 0.02% Reduce -11.9% 231,398 $15.6M
Toronto Dominion Bank 0.03% Reduce -0.3% 226,978 $15.3M
Systematic Alpha Investments, LLC 0.47% No change 226,152 $15.2M
Meiji Yasuda Asset Management Co Ltd. 0.72% Reduce -3.4% 223,722 $15.1M
Janney Montgomery Scott LLC 0.03% Reduce -1.4% 216,170 $14.6M
Ieq Capital, LLC 0.04% Reduce -9.8% 212,719 $14.3M
Gotham Asset Management 0.05% Add +52.5% 211,089 $14.2M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 205,571 $13.8M
John G Ullman & Associates Inc. 1.75% Add +19.6% 194,800 $13.1M
Brookstone Capital Management 0.15% Reduce -6.2% 194,037 $13.1M
ASR Vermogensbeheer N.V. 0.15% Add +0.1% 192,465 $13.0M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.5% 190,263 $12.8M
TD Asset Management Inc 0.01% Add +4.4% 189,549 $12.8M
Prudential Financial Inc. 0.02% Reduce -11.3% 186,629 $12.6M
Wealthfront Advisers LLC 0.03% Add +1.5% 177,872 $12.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +13.5% 174,407 $11.7M
U.S. Capital Wealth Advisors, LLC 0.31% Add +4.0% 174,350 $11.7M
Prudential PLC 0.09% Add +16.4% 165,065 $11.1M
Asset Management One Co., Ltd. 0.03% Reduce -0.4% 161,180 $10.8M
APG Asset Management N.V. 0.03% Reduce -8.6% 188,849 $10.8M
DNB Asset Management AS 0.04% Add +3.2% 160,192 $10.8M
Storebrand Asset Management As 0.03% Reduce -2.4% 156,620 $10.5M
Schroder Investment Management Group 0.01% Add +147.9% 155,291 $10.5M
Treasurer of the State of North Carolina 0.03% Reduce -5.8% 155,631 $10.5M
ZWJ Investment Counsel Inc. 0.38% Reduce -12.6% 155,265 $10.5M
Focus Partners Wealth 0.01% Add +38.3% 151,171 $10.2M
Eurizon Capital SGR S.p.A. 0.03% — 150,845 $10.2M
Easterly Investment Partners LLC 0.62% Reduce -6.2% 149,682 $10.1M
Credit Agricole S A 0.03% Add +9.1% 147,579 $9.9M
Cerity Partners LLC 0.01% Add +2.1% 145,231 $9.8M
Guggenheim Capital LLC 0.07% Add +2.1% 144,460 $9.7M
Harvest Portfolios Group Inc. 0.17% Add +3.4% 144,284 $9.7M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.9% 144,259 $9.7M
Van Eck Associates Corp. 0.01% Add +7.7% 143,994 $9.7M
Mn Services Vermogensbeheer B.V. 0.06% Add +4.9% 143,936 $9.7M
Ethic Inc. 0.15% Reduce -6.1% 143,597 $9.7M
Yousif Capital Management, LLC 0.11% Reduce -5.8% 135,648 $9.6M
Illinois Municipal Retirement Fund 0.12% No change 139,522 $9.4M
Baillie Gifford & Co. 0.01% Reduce -37.4% 139,244 $9.4M
Osmosis Investment Management UK Ltd 0.23% — 137,098 $9.2M
GAMCO Investors 0.09% Reduce -0.9% 137,080 $9.2M
Teacher Retirement System of Texas 0.03% Add +73.5% 133,832 $9.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +14.0% 129,558 $8.7M
Creative Planning 0.01% Add +7.5% 129,361 $8.7M
Millennium Management 0.01% Reduce -91.6% 125,954 $8.5M
IFM Investors Pty Ltd 0.07% Reduce -5.4% 124,273 $8.4M
State of New Jersey Common Pension Fund D 0.03% Add +1.5% 124,075 $8.4M
Voya Investment Management LLC 0.01% Add +5.5% 122,805 $8.3M
Vega Investment Solutions 1.25% — 116,379 $7.9M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +0.2% 115,563 $7.8M
RWC Asset Management LLP 0.43% Reduce -16.2% 115,276 $7.8M
Cwm, LLC 0.02% Reduce -5.3% 112,500 $7.6M
Public Employees Retirement System of Ohio 0.02% Reduce -2.6% 111,800 $7.5M
Abn Amro Investment Solutions 0.11% Reduce -42.7% 109,842 $7.4M
Wedge Capital Management L L P 0.13% Reduce -11.9% 109,383 $7.4M
Westpac Banking Corp. 0.46% Reduce -9.3% 109,215 $7.4M
Mariner, LLC 0.01% Add +11.0% 108,835 $7.3M
Sanctuary Advisors, LLC 0.04% Add +17.9% 107,135 $7.2M
State of Michigan Retirement System 0.04% Reduce -3.5% 107,033 $7.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.5% 101,872 $6.9M
Arizona State Retirement System 0.04% Reduce -6.1% 101,815 $6.9M
Allianz Asset Management GmbH 0.01% Reduce -2.8% 100,582 $6.8M
DekaBank Deutsche Girozentrale 0.01% No change 101,201 $6.7M
Ensign Peak Advisors, Inc 0.01% Add +5.6% 99,848 $6.7M
Czech National Bank 0.04% Add +5.0% 98,931 $6.7M
Brick & Kyle, Associates 2.37% Reduce -0.5% 98,831 $6.7M
Comerica Bank 0.03% Reduce -4.7% 97,992 $6.6M
Osaic Holdings, Inc. 0.01% Reduce -46.3% 97,905 $6.6M
Soltis Investment Advisors LLC 0.43% Add +5.0% 97,638 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -47.2% 97,540 $6.6M
Raiffeisen Bank International AG 0.08% Reduce -5.3% 96,661 $6.5M
Public Sector Pension Investment Board 0.02% Reduce -97.2% 95,528 $6.4M
Assetmark, Inc. 0.01% Add +17.5% 95,152 $6.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -6.0% 94,066 $6.4M
Federation des caisses Desjardins du Quebec 0.02% Add +36.6% 94,890 $6.4M
Ausbil Investment Management Ltd 3.63% Reduce -7.3% 94,876 $6.4M
Natixis Advisors, LLC 0.01% Add +45.7% 93,932 $6.3M
Burney Co./ 0.19% Add +3.8% 90,058 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -2.3% 89,878 $6.1M
CIBC Asset Management Inc 0.01% Add +71.9% 88,722 $6.0M
Candriam S.C.A. 0.03% Add +4.8% 85,668 $5.8M
Mercer Global Advisors Inc. 0.01% Add +19.4% 85,659 $5.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +16.4% 81,712 $5.5M
Generali Asset Management SPA SGR 0.11% Add +4.2% 78,900 $5.3M
Nisa Investment Advisors, LLC 0.02% Add +9.5% 78,211 $5.3M
O'shaughnessy Asset Management, LLC 0.03% Add +19.1% 77,687 $5.2M
Corient Private Wealth LP 0.01% Add +26.2% 77,101 $5.2M
State of Tennessee, Department of Treasury 0.02% Reduce -45.8% 74,264 $5.1M
Edgemoor Investment Advisors, Inc. 0.40% Add +4.4% 75,937 $5.1M
Morgan Dempsey Capital Management LLC 2.42% Reduce -9.4% 73,596 $5.0M
Xponance LLC 0.04% Reduce -8.8% 72,676 $4.9M
F/m Investments LLC 0.18% New 72,086 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.7% 70,769 $4.8M
Amalgamated Bank 0.03% Reduce -1.5% 70,027 $4.7M
Schnieders Capital Management, Llc. 0.72% Add +6.0% 68,554 $4.6M
Daiwa Securities Group Inc. 0.01% Add +2.7% 67,649 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -0.4% 67,181 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +24.5% 65,722 $4.4M
Riverview Capital Advisers, LLC 1.34% Reduce -1.3% 65,562 $4.4M
1834 Investment Advisors Co. 0.55% Add +13.7% 65,328 $4.4M
Verition Fund Management LLC 0.02% Reduce -84.4% 65,144 $4.4M
Commerce Bank 0.02% Reduce -2.0% 64,211 $4.3M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -1.0% 63,964 $4.3M
Woodline Partners LP 0.02% Add +30.4% 63,939 $4.3M
Fulcrum Asset Management LLP 1.19% Reduce -8.6% 63,336 $4.3M
AIA Group Ltd 0.06% Add +149.1% 63,398 $4.3M
Stephens Inc. 0.05% Add +4.8% 62,813 $4.2M
Thrivent Financial for Lutherans 0.01% Add +12.0% 61,358 $4.1M
Baird Financial Group, Inc. 0.01% Reduce -3.1% 60,882 $4.1M
Utah Retirement Systems 0.04% Add +0.5% 60,756 $4.1M
Andra AP-fonden 0.05% New 60,444 $4.1M
Castellan Group 0.51% Add +4.2% 60,063 $4.0M
Holocene Advisors, LP 0.01% Reduce -40.8% 58,745 $4.0M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 58,500 $3.9M
Elo Mutual Pension Insurance Co 0.06% Add +1.1% 57,905 $3.9M
Captrust Financial Advisors 0.01% Reduce -2.3% 56,727 $3.8M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -4.5% 56,548 $3.8M
Neuberger Berman Group LLC 0.00% Add +0.1% 56,393 $3.8M
Plato Investment Management Ltd 0.24% Reduce -1.1% 55,371 $3.7M
USS Investment Management Ltd 0.02% No change 55,447 $3.7M
Morningstar Investment Management LLC 0.22% No change 55,311 $3.7M
New York Life Investment Management LLC 0.03% Add +0.8% 54,728 $3.7M
Bfsg, LLC 0.36% New 54,502 $3.7M
Mirova US LLC 0.04% Reduce -5.7% 54,037 $3.6M
Kinloch Capital, LLC 1.54% Add +2.6% 53,159 $3.6M
Landscape Capital Management, L.L.C. 0.24% Add +54.0% 52,894 $3.6M
NEOS Investment Management LLC 0.02% Add +16.4% 52,878 $3.6M
Loomis Sayles & Co. L P 0.00% New 52,696 $3.5M
MML Investors Services, LLC 0.01% Add +15.7% 52,226 $3.5M
Cibc World Markets Corp. 0.02% — 52,049 $3.5M
Ofi Invest Asset Management 0.05% Reduce -18.6% 58,509 $3.4M
Northwest & Ethical Investments L.P. 0.08% Add +7.2% 50,715 $3.4M
ING Groep NV 0.02% New 50,020 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Add +1.6% 49,442 $3.3M
Rakuten Investment Management, Inc. 0.01% Add +547.1% 49,183 $3.3M
Pinnacle Associates Ltd. 0.04% Reduce -0.7% 48,036 $3.2M
Janus Henderson Group PLC 0.00% Add +1.6% 47,801 $3.2M
Oddo BHF Asset Management Sas 0.12% Add +28.8% 47,123 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -6.2% 46,586 $3.1M
Advisors Asset Management, Inc. 0.05% Add +6.5% 46,087 $3.1M
Vaughan David Investments LLC 0.07% Reduce -7.3% 44,755 $3.0M
Siemens Fonds Invest GmbH 0.16% Add +5.8% 44,572 $3.0M
Trexquant Investment LP 0.03% Add +21.3% 44,088 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -6.6% 43,563 $2.9M
Horizon Investments, LLC 0.04% Add +662.0% 43,267 $2.9M
NewEdge Advisors, LLC 0.01% Add +5.1% 42,967 $2.9M
Oregon Public Employees Retirement Fund 0.04% Add +1.2% 42,960 $2.9M
Inspire Advisors, LLC 0.27% Reduce -5.8% 42,825 $2.9M
Investment Management Corp of Ontario 0.04% Add +38.2% 42,582 $2.9M
Somerset Trust Co 0.86% Add +1.6% 41,776 $2.8M
Natixis 0.01% Reduce -52.9% 41,470 $2.8M
Rafferty Asset Management, LLC 0.01% Add +5.8% 41,316 $2.8M
Entropy Technologies, LP 0.15% Reduce -37.2% 41,246 $2.8M
OP Asset Management Ltd 0.03% Add +0.6% 40,659 $2.7M
Mutual of America Capital Management LLC 0.03% Add +0.1% 40,279 $2.7M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -6.0% 40,083 $2.7M
Heritage Trust Co 0.27% Reduce -0.5% 40,006 $2.7M
Atria Investments, Inc 0.03% Add +11.6% 39,392 $2.7M
Tidal Investments LLC 0.01% Add +3.2% 39,375 $2.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% — 39,301 $2.6M
Lazard Asset Management LLC 0.00% New 38,264 $2.6M
Arvest Bank Trust Division 0.14% Reduce -3.7% 37,435 $2.5M
State of Alaska, Department of Revenue 0.03% Reduce -6.2% 37,210 $2.5M
Ostrum Asset Management 0.12% Reduce -17.5% 37,064 $2.5M
Avanza Fonder AB 0.06% No change 36,913 $2.5M
Jones Financial Companies LLLP 0.00% Add +64.8% 36,876 $2.5M
ProVise Management Group, LLC 0.18% Add +0.9% 36,862 $2.5M
Susquehanna Fundamental Investments, LLC 0.08% Reduce -41.9% 36,800 $2.5M
McKinley Carter Wealth Services, Inc. 0.14% Add +10.3% 36,448 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 36,166 $2.4M
Glenmede Trust Co. NA 0.01% — 34,999 $2.4M
Moors & Cabot, Inc. 0.10% Reduce -1.8% 34,777 $2.3M
US Bancorp \de 0.00% Add +1.6% 34,280 $2.3M
Northcape Wealth Management, LLC 0.64% Add +0.8% 33,703 $2.3M
Acadian Asset Management LLC 0.00% Add +58.0% 33,303 $2.2M
Neville Rodie & Shaw Inc. 0.16% Reduce -2.7% 32,608 $2.2M
St Germain D J Co. Inc. 0.08% Reduce -9.4% 32,404 $2.2M
LBP Am SA 0.03% Reduce -4.8% 32,362 $2.2M
Havemeyer Place LP 0.42% — 31,668 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -2.0% 31,226 $2.1M
Ascent Group, LLC 0.07% Add +7.8% 30,587 $2.1M
DC Investments Management, LLC 0.91% No change 30,471 $2.1M
Caprock Group, LLC 0.04% Add +42.2% 30,211 $2.0M
Summit Trail Advisors, LLC 0.03% Reduce -5.0% 29,883 $2.0M
Private Advisor Group, LLC 0.01% Add +2.2% 29,588 $2.0M
Edmp, Inc. 1.64% Reduce -12.3% 29,567 $2.0M
iA Global Asset Management Inc. 0.03% New 29,384 $2.0M
Pacer Advisors, Inc. 0.01% Reduce -16.5% 29,243 $2.0M
Norinchukin Bank, The 0.02% Add +11.0% 29,169 $2.0M
&partners 0.01% Reduce -10.6% 28,972 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,728 $1.9M
SHP Wealth Management 0.15% — 28,478 $1.9M
TD Waterhouse Canada Inc. 0.01% Add +0.5% 28,176 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +7.5% 28,146 $1.9M
Kintegral Advisory, LLC 0.16% Reduce -2.7% 28,058 $1.9M
D.A. Davidson & Co. 0.01% Add +2.8% 27,893 $1.9M
Allstate Corp. 0.03% Add +106.1% 27,646 $1.9M
Mondrian Investment Partners LTD 0.03% Add +2.2% 27,576 $1.9M
Truist Financial Corp. 0.00% Reduce -23.2% 27,553 $1.9M
Mizuho Securities USA LLC 0.03% Add +1.1% 27,319 $1.8M
Sterling Capital Management LLC 0.03% Reduce -2.5% 26,711 $1.8M
Magnetar Financial LLC 0.02% New 26,480 $1.8M
Dynamic Advisor Solutions LLC 0.06% Reduce -1.8% 26,479 $1.8M
Arvest Investments, Inc. 0.25% Reduce -7.0% 26,383 $1.8M
Central Valley Advisors, LLC 0.53% Add +7.2% 26,196 $1.8M
Stonebridge Financial Group, LLC 0.15% Add +3.5% 26,069 $1.8M
Blair William & Co. 0.00% Reduce -19.3% 25,855 $1.7M
Clarkston Capital Partners, LLC 0.04% Add +2.3% 25,580 $1.7M
Argent Advisors, Inc. 0.48% Add +2.6% 25,460 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +22.2% 25,449 $1.7M
Stratos Wealth Advisors, LLC 0.08% Add +0.1% 25,439 $1.7M
Metis Global Partners, LLC 0.04% Add +6.9% 25,258 $1.7M
Steel Grove Capital Advisors, LLC 0.18% Reduce -15.0% 25,212 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -6.7% 24,769 $1.7M
Allianz SE 0.02% No change 24,584 $1.7M
Genus Capital Management Inc. 0.19% Reduce -27.5% 24,000 $1.6M
Fifth Third Bancorp 0.01% Add +1.1% 23,956 $1.6M
Brevan Howard Capital Management LP 0.03% Reduce -45.3% 23,954 $1.6M
Camelot Portfolios, LLC 1.00% Reduce -8.6% 23,944 $1.6M
Kestra Advisory Services, LLC 0.01% Add +28.3% 23,892 $1.6M
WINTON GROUP Ltd 0.06% New 23,714 $1.6M
AlphaQuest LLC 0.09% Add +49.5% 23,394 $1.6M
M&T Bank Corp 0.01% Add +20.1% 23,250 $1.6M
Kentucky Retirement Systems 0.04% No change 23,066 $1.6M
Vinva Investment Management Ltd 0.02% Add +58.2% 22,708 $1.5M
JB Capital LLC 0.06% Add +0.8% 22,664 $1.5M
Empowered Funds, LLC 0.03% Add +6.6% 22,609 $1.5M
Bollard Group LLC 0.04% Reduce -1.9% 22,249 $1.5M
Pinebridge Investments LLC 0.01% — 22,121 $1.5M
EP Wealth Advisors, LLC 0.01% — 21,835 $1.5M
Hartford Investment Management Co. 0.04% Reduce -0.0% 21,694 $1.5M
First PREMIER Bank 0.33% No change 21,593 $1.5M
South Dakota Investment Council 0.03% Reduce -26.6% 21,566 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% New 21,371 $1.4M
Resources Management Corp. /CT/ 0.18% No change 20,782 $1.4M
Ellsworth Advisors, LLC 0.27% Add +15.7% 19,751 $1.4M
Wbi Investments, LLC 0.36% Reduce -44.3% 20,345 $1.4M
Eastern Bank 0.02% Add +52.9% 20,306 $1.4M
Ironwood Investment Counsel, LLC 0.19% Add +2.5% 20,207 $1.4M
Spirit of America Management Corp. 0.29% No change 20,050 $1.3M
Crossmark Global Holdings, Inc. 0.02% Add +1.0% 20,031 $1.3M
Lido Advisors, LLC 0.01% Add +6.9% 18,883 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -14.0% 19,844 $1.3M
Leisure Capital Management 0.43% Reduce -0.5% 19,329 $1.3M
Two Sigma Investments, LP 0.00% Reduce -28.8% 19,300 $1.3M
Pensionfund Sabic 0.35% No change 19,300 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.6% 19,219 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.5% 19,200 $1.3M
Kestra Private Wealth Services, LLC 0.02% Reduce -36.9% 19,114 $1.3M
HB Wealth Management, LLC 0.01% Add +6.5% 18,966 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% Add +6.3% 18,929 $1.3M
Concurrent Investment Advisors, LLC 0.01% Add +439.0% 18,925 $1.3M
Essex Financial Services, Inc. 0.07% Add +1.5% 18,873 $1.3M
Merit Financial Group, LLC 0.01% Reduce -17.6% 18,835 $1.3M
Jane Street Group, LLC 0.00% Add +20.3% 18,718 $1.3M
Profund Advisors LLC 0.04% Reduce -4.0% 18,624 $1.3M
Mystic Asset Management, Inc. 0.28% Add +12.3% 18,589 $1.3M
PFG Investments, LLC 0.06% Add +0.2% 18,447 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -0.1% 18,202 $1.2M
Gulf International Bank (UK) Ltd 0.04% Add +0.3% 18,047 $1.2M
Arkadios Wealth Advisors 0.02% Add +9.1% 17,780 $1.2M
Principle Wealth Partners LLC 0.07% Reduce -0.8% 17,584 $1.2M
Aaron Wealth Advisors LLC 0.07% Add +28.4% 17,448 $1.2M
Mork Capital Management, LLC 0.72% No change 17,400 $1.2M
New Mexico Educational Retirement Board 0.03% Add +3.6% 17,216 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 17,200 $1.2M
Park Avenue Securities LLC 0.01% Add +6.8% 17,175 $1.2M
Nomura Holdings Inc. 0.00% Add +92.5% 17,164 $1.2M
Farther Finance Advisors, LLC 0.01% Add +86.7% 16,916 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +13.5% 16,869 $1.1M
Intech Investment Management LLC 0.01% Reduce -76.0% 16,800 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -70.0% 16,648 $1.1M
Marks Group Wealth Management, Inc 0.11% Add +9.5% 16,383 $1.1M
Howard Capital Management, LLC 0.01% Add +79.7% 16,213 $1.1M
Tounjian Advisory Partners, LLC 0.37% Reduce -1.3% 16,012 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -1.5% 15,958 $1.1M
Great Oak Capital Partners, LLC 0.27% Reduce -6.8% 15,709 $1.1M
Zacks Investment Management 0.01% Reduce -18.4% 15,665 $1.1M
BetterWealth, LLC 0.24% Reduce -18.4% 15,499 $1.0M
Measured Wealth Private Client Group, LLC 0.27% Add +1135.8% 15,410 $1.0M
MUFG Securities EMEA plc 0.01% Add +116.5% 15,381 $1.0M
Icon Advisers Inc. 0.23% No change 15,300 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.10% Add +7.3% 15,079 $1.0M
Soros Fund Management 0.02% New 14,890 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -21.7% 14,844 $999K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +0.9% 14,831 $999K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -2.1% 14,605 $983K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.0% 14,516 $977K
CIBC Private Wealth Group LLC 0.00% Add +1.1% 14,483 $975K
Global Retirement Partners, LLC 0.02% Add +86.5% 14,460 $974K
Presima Securities ULC 0.56% Add +1.7% 14,430 $972K
Hilton Head Capital Partners, LLC 0.56% — 14,167 $954K
Penobscot Investment Management Company, Inc. 0.07% Reduce -2.1% 14,118 $951K
GeoWealth Management, LLC 0.03% Add +3.1% 13,931 $938K
Exchange Traded Concepts, LLC 0.01% Reduce -2.2% 13,853 $933K
Engineers Gate Manager LP 0.01% New 13,797 $929K
Ontario Teachers Pension Plan Board 0.02% Add +9.9% 13,775 $927K
Manske Wealth Management 0.27% Reduce -1.3% 13,327 $897K
Revisor Wealth Management LLC 0.24% Add +52.5% 12,915 $895K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +1.1% 13,287 $895K
Twin City Private Wealth, LLC 0.67% Add +9.8% 13,215 $890K
Syon Capital LLC 0.04% Add +61.0% 13,190 $888K
Miller Howard Investments Inc. 0.03% Add +7.9% 13,169 $887K
Wilkins Investment Counsel Inc. 0.13% No change 13,145 $885K
United Asset Strategies, Inc. 0.07% Reduce -2.5% 12,958 $872K
Quantitative Investment Management, LLC 0.08% Reduce -2.6% 12,936 $870K
San Luis Wealth Advisors LLC 0.15% Add +5.4% 12,915 $870K
Intrua Financial, LLC 0.10% Reduce -2.5% 12,853 $865K
Snowden Capital Advisors LLC 0.02% Add +116.4% 12,800 $862K
Principal Securities, Inc. 0.01% Add +2.2% 12,726 $857K
Vestcor Inc 0.02% Add +9.9% 12,651 $852K
North Dakota State Investment Board 0.03% — 12,597 $848K
Hilltop Holdings Inc. 0.05% Add +30.4% 12,589 $848K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -28.5% 12,532 $844K
Union Savings Bank 0.36% — 12,496 $841K
OMERS ADMINISTRATION Corp 0.01% No change 12,143 $818K
Creative Financial Designs Inc. 0.05% Add +15.0% 12,137 $817K
GAMMA Investing LLC 0.04% Add +1.7% 12,086 $814K
Empirical Finance, LLC 0.04% Reduce -4.0% 12,053 $812K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.4% 11,988 $807K
Quadrant Capital Group LLC 0.02% Reduce -28.8% 11,970 $806K
Boston Common Asset Management, LLC 0.05% Reduce -88.4% 11,834 $797K
Arax Advisory Partners 0.02% Reduce -68.6% 11,830 $797K
Abel Hall, LLC 0.19% Add +40.0% 11,787 $794K
OneDigital Investment Advisors LLC 0.01% Reduce -0.4% 11,765 $792K
Flagship Harbor Advisors, LLC 0.04% Reduce -10.6% 11,737 $790K
Apollon Wealth Management, LLC 0.01% Add +20.3% 11,690 $787K
Signaturefd, LLC 0.01% Add +8.9% 11,607 $782K
Navellier & Associates Inc. 0.09% Reduce -18.4% 11,545 $777K
Prosperity Consulting Group, LLC 0.03% Add +3.7% 11,470 $772K
Vise Technologies, Inc. 0.02% Add +14.9% 11,413 $768K
Accurate Wealth Management, LLC 0.10% Add +20.0% 11,226 $761K
Redwood Investment Management, LLC 0.08% Reduce -45.5% 11,110 $748K
Rockefeller Capital Management L.P. 0.00% Add +15.1% 11,101 $748K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -20.6% 11,059 $745K
Savant Capital, LLC 0.00% Add +15.0% 11,007 $741K
Centerpoint Advisors, LLC 0.23% No change 10,983 $739K
Lombard Odier Asset Management (Switzerland) SA 0.03% No change 10,953 $737K
QRG Capital Management, Inc. 0.01% Add +18.8% 10,941 $737K
Panagora Asset Management Inc. 0.00% Add +64.4% 10,937 $736K
Modern Wealth Management, LLC 0.01% Add +0.8% 10,871 $732K
SlateStone Wealth, LLC 0.06% No change 10,781 $726K
Coldstream Capital Management Inc. 0.01% Reduce -41.5% 10,668 $718K
Vident Advisory, LLC 0.01% Reduce -7.4% 10,592 $713K
Trivium Point Advisory, LLC 0.07% Add +7.5% 10,526 $709K
Chicago Partners Investment Group LLC 0.02% Add +11.2% 10,080 $701K
Independent Advisor Alliance 0.02% Reduce -3.3% 10,366 $698K
Csenge Advisory Group 0.03% Add +15.7% 10,351 $697K
Securian Asset Management, Inc. 0.03% Reduce -43.1% 10,187 $686K
AlphaCore Capital LLC 0.02% Add +33.7% 10,168 $685K
Mufg Securities Americas Inc. 0.04% Add +1.0% 10,108 $681K
Oak Thistle LLC 0.09% New 10,067 $678K
Squarepoint Ops LLC 0.00% Reduce -75.8% 9,999 $673K
Amica Mutual Insurance Co. 0.06% No change 9,930 $669K
Sound Financial Strategies Group, LLC 0.47% Reduce -9.7% 9,900 $667K
Ascentis Wealth Management, LLC 0.17% Reduce -5.1% 9,876 $665K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +0.2% 9,860 $664K
Advisory Services Network, LLC 0.01% Reduce -26.7% 9,728 $655K
J.W. Cole Advisors, Inc. 0.02% Reduce -2.4% 12,439 $655K
Orion Porfolio Solutions, LLC 0.00% Add +7.0% 9,716 $654K
Claro Advisors Inc. 0.09% Reduce -4.2% 9,680 $652K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 9,668 $651K
AlphaStar Capital Management, LLC 0.05% Add +5.5% 9,610 $647K
Diversified Trust Co. 0.01% New 9,411 $634K
Beacon Pointe Advisors, LLC 0.00% Add +17.5% 9,399 $633K
First Manhattan Co. Llc. 0.00% Add +0.1% 9,396 $633K
Schonfeld Strategic Advisors LLC 0.00% Add +34.3% 9,385 $632K
V-Square Quantitative Management LLC 0.07% Reduce -12.1% 9,296 $626K
Moneco Advisors, LLC 0.05% Add +19.8% 9,266 $624K
Heritage Financial Services, LLC 0.05% Reduce -1.9% 9,260 $623K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 9,242 $622K
Tableaux LLC 0.44% Reduce -50.0% 9,218 $621K
Barr E S & Co. 0.03% New 9,208 $620K
Finivi Inc. 0.36% Reduce -31.3% 9,205 $620K
Live Oak Private Wealth LLC 0.08% No change 9,148 $616K
Voleon Capital Management LP 0.01% Reduce -72.1% 9,029 $608K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.1% 9,005 $606K
Central Pacific Bank - Trust Division 0.08% No change 9,000 $606K
Voya Financial Advisors, Inc. 0.06% Reduce -1.5% 8,949 $601K
Huber Capital Management LLC 0.09% No change 8,916 $600K
New England Capital Financial Advisors LLC 0.23% Add +0.3% 8,914 $600K
STRS Ohio 0.00% Add +1.3% 8,897 $599K
Centennial Wealth Advisory LLC 0.16% Add +3.6% 8,893 $599K
Armstrong Advisory Group, Inc. 0.04% Add +0.2% 8,836 $595K
NorthCoast Asset Management LLC 0.01% Reduce -63.1% 8,829 $595K
Evergreen Capital Management LLC 0.01% Reduce -3.1% 8,813 $593K
Oppenheimer & Co. Inc. 0.01% Add +20.8% 8,810 $593K
Regions Financial Corp. 0.00% Reduce -10.7% 8,808 $593K
Greenleaf Trust 0.01% Add +7.6% 8,795 $592K
Finer Wealth Management, Inc. 0.28% No change 8,689 $585K
Ellevest, Inc. 0.08% Reduce -8.0% 8,672 $584K
Occudo Quantitative Strategies LP 0.04% Reduce -21.0% 8,646 $582K
Canada Post Corp Registered Pension Plan 0.02% Add +29.8% 8,580 $578K
Hills Bank & Trust Co 0.03% Add +14.3% 8,564 $577K
Inscription Capital, LLC 0.06% Add +3.5% 8,504 $573K
Vista Investment Partners LLC 0.15% Reduce -0.2% 8,485 $571K
Ameritas Advisory Services, LLC 0.02% Add +7822.4% 8,477 $571K
Belpointe Asset Management LLC 0.02% Add +15.3% 8,454 $569K
Valmark Advisers, Inc. 0.01% Reduce -3.3% 8,375 $564K
Gallagher Fiduciary Advisors, LLC 0.02% Add +4.3% 8,285 $558K
Glenview Trust Co 0.01% Add +6.3% 8,120 $547K
Baker Ellis Asset Management LLC 0.07% Reduce -1.8% 8,107 $546K
Allworth Financial LP 0.00% Reduce -36.4% 8,105 $546K
Keybank National Association 0.00% Reduce -4.0% 8,090 $545K
Huntington National Bank 0.00% Add +10.5% 8,085 $544K
Abacus Wealth Partners, LLC 0.05% New 7,906 $532K
Global X Japan Co., Ltd. 0.04% Reduce -14.5% 7,896 $532K
Connecticut Wealth Management, LLC 0.02% No change 7,816 $526K
Keynote Financial Services LLC 0.30% Reduce -5.3% 7,774 $523K
Cape Cod Five Cents Savings Bank 0.05% No change 7,668 $522K
KCM Investment Advisors LLC 0.02% Add +21.8% 7,746 $522K
Chatham Capital Group, Inc. 0.07% Reduce -3.8% 7,681 $517K
Pallas Capital Advisors LLC 0.02% Reduce -52.4% 7,680 $517K
Fiduciary Trust Co 0.01% Reduce -8.4% 7,665 $516K
Prime Capital Investment Advisors, LLC 0.01% Reduce -9.1% 7,656 $515K
Brooklyn Investment Group 0.02% New 7,642 $514K
Bahl & Gaynor LLC 0.00% No change 7,626 $513K
Choreo, LLC 0.01% Add +14.7% 7,488 $511K
World Investment Advisors 0.01% Add +82.0% 7,564 $509K
NorthCrest Asset Manangement, LLC 0.01% Add +25.8% 7,575 $508K
Valley Brook Capital Group, Inc. 0.34% No change 7,528 $507K
NewEdge Wealth, LLC 0.01% New 7,485 $504K
Silver Oak Securities, Incorporated 0.03% New 7,455 $504K
Drucker Wealth 3.0, LLC 0.09% Reduce -7.3% 7,449 $502K
Contravisory Investment Management, Inc. 0.10% Reduce -4.6% 7,433 $500K
Mirabella Financial Services LLP 0.05% New 7,383 $497K
Prosperity Wealth Management, Inc. 0.17% Add +0.2% 7,379 $497K
Tower Research Capital LLC (TRC) 0.01% Add +11.6% 7,339 $494K
Ballentine Partners, LLC 0.01% Add +5.8% 7,261 $489K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 7,243 $488K
Capula Management Ltd 0.00% Add +39.3% 7,112 $479K
Sentinel Pension Advisors, LLC 0.07% New 7,088 $477K
Leslie Global Wealth, LLC 0.21% Add +21.0% 7,074 $476K
Brown Advisory Inc. 0.00% Reduce -4.9% 7,039 $474K
Walleye Capital LLC 0.00% Add +322.6% 6,994 $471K
Perigon Wealth Management, LLC 0.01% Add +18.5% 6,920 $466K
Tema ETFs LLC 0.04% Reduce -0.3% 6,908 $465K
Mgo One Seven LLC 0.01% Add +4.2% 6,814 $459K
Cutler Capital Management, LLC 0.17% Reduce -22.9% 6,747 $454K
Avidian Wealth Enterprises, LLC 0.02% Add +2.0% 6,733 $453K
Maridea Wealth Management LLC 0.07% Reduce -27.6% 6,729 $453K
Holderness Investments Co. 0.09% Add +19.2% 6,727 $453K
Wealthspire Advisors, LLC 0.00% Add +64.1% 6,723 $453K
Sachetta, LLC 0.25% Reduce -0.7% 6,720 $452K
Spire Wealth Management 0.01% Reduce -22.0% 6,668 $449K
Anchor Capital Advisors LLC 0.01% No change 6,664 $449K
Modera Wealth Management, LLC 0.01% Add +10.2% 6,625 $446K
Kera Capital Partners, Inc. 0.05% Add +69.3% 6,389 $442K
Interchange Capital Partners, LLC 0.08% New 6,542 $440K
Krilogy Financial LLC 0.01% Reduce -19.5% 6,248 $439K
Seeds Investor LLC 0.08% Add +0.6% 6,524 $439K
Old North State Wealth Management, LLC 0.20% Reduce -6.7% 6,412 $432K
Alchemi Wealth, LLC 0.23% — 6,337 $427K
Welch & Forbes LLC 0.01% Reduce -2.0% 6,298 $424K
Odyssean, LLC 0.30% — 6,256 $421K
Praxis Investment Management Inc. 0.02% No change 6,247 $421K
Evolve Private Wealth, LLC 0.02% — 6,222 $419K
Rockland Trust Co. 0.02% No change 6,168 $415K
Savior LLC 1.50% No change 6,150 $414K
Federated Hermes, Inc. 0.00% Add +71.4% 6,086 $410K
Compound Planning, Inc. 0.01% Reduce -0.8% 6,081 $409K
McIlrath & Eck, LLC 0.04% Reduce -5.4% 6,077 $409K
Welch Group, LLC 0.02% Add +1.5% 6,023 $406K
Bessemer Group Inc. 0.00% Reduce -13.7% 6,003 $404K
WASHINGTON TRUST Co 0.01% No change 5,985 $403K
Fiduciary Financial Group, LLC 0.06% Add +2.1% 5,904 $398K
Impact Partnership Wealth, LLC 0.05% New 5,880 $396K
Parcion Private Wealth LLC 0.02% Reduce -8.3% 5,878 $396K
Fisher Asset Management 0.00% Add +13.7% 5,860 $395K
Verity & Verity, LLC 0.03% No change 5,855 $394K
Kelly Financial Group LLC 0.10% Add +0.8% 5,853 $394K
Meeder Advisory Services, Inc. 0.02% Reduce -0.3% 5,842 $393K
Tiaa Trust, National Association 0.00% Reduce -9.1% 5,832 $393K
Continuum Advisory, LLC 0.04% Reduce -46.6% 5,808 $391K
Advisor OS, LLC 0.03% Add +5.1% 5,785 $389K
Synergy Asset Management, LLC 0.04% Reduce -96.4% 5,708 $384K
Polymer Capital Management (US) LLC 0.05% Add +12.4% 5,687 $383K
Aptus Capital Advisors, LLC 0.00% Reduce -17.9% 5,653 $381K
Balyasny Asset Management L.P. 0.00% Reduce -99.4% 5,615 $378K
Advisors Capital Management, LLC 0.00% Add +3.6% 5,562 $375K
Daymark Wealth Partners, LLC 0.01% Add +8.0% 5,538 $373K
Destination Wealth Management 0.01% Add +9.1% 5,531 $372K
TCW Group Inc. 0.00% New 5,524 $372K
Callan Family Office, LLC 0.01% Add +13.4% 5,451 $367K
Thrive Wealth Management, LLC 0.05% Reduce -0.1% 5,443 $366K
Alpha Family Trust 0.17% No change 5,440 $366K
American State Bank (Iowa) 0.18% No change 5,436 $366K
HBK Sorce Advisory LLC 0.01% Reduce -0.1% 5,326 $359K
Gen-Wealth Partners Inc 0.11% Reduce -28.5% 5,313 $358K
Turning Point Benefit Group, Inc. 0.19% Add +8.7% 5,275 $355K
Ascentis Independent Advisors 0.06% Reduce -19.5% 5,247 $353K
FourThought Financial Partners, LLC 0.03% New 5,246 $353K
Tocqueville Asset Management L.P. 0.01% Add +63.1% 5,219 $351K
Two Sigma Advisers, LP 0.00% Add +40.5% 5,200 $350K
Cibc World Market Inc. 0.00% Reduce -15.5% 5,195 $350K
Money Concepts Capital Corp. 0.02% New 5,177 $349K
Crestwood Advisors Group, LLC 0.01% New 5,165 $348K
IHT Wealth Management, LLC 0.01% Add +2.0% 5,109 $344K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.3% 5,069 $341K
Qtron Investments LLC 0.04% New 5,017 $338K
J. Safra Sarasin Holding AG 0.01% Reduce -79.1% 5,002 $337K
Baker Avenue Asset Management, LP 0.01% Add +29.2% 4,992 $336K
Gladstone Institutional Advisory LLC 0.01% Add +4.8% 4,936 $332K
Spinnaker Trust 0.02% No change 4,915 $331K
Nwam LLC 0.02% Reduce -34.6% 4,695 $329K
Nemes Rush Group LLC 0.03% Add +440.2% 4,862 $327K
Mather Group, Llc. 0.00% Reduce -3.6% 4,837 $326K
Coastal Bridge Advisors, LLC 0.02% Reduce -4.9% 4,817 $324K
Leo Wealth, LLC 0.02% New 4,810 $324K
MJP Associates Inc. 0.04% Reduce -1.7% 4,783 $322K
Brown Brothers Harriman & Co. 0.00% Add +98.5% 4,751 $320K
Clear Harbor Asset Management, LLC 0.02% Add +61.6% 4,720 $318K
Oxler Private Wealth LLC 0.09% Add +0.9% 4,705 $317K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -2.6% 4,635 $312K
Pinnacle Financial Partners, Inc. 0.00% — 4,616 $311K
Citizens Financial Group Inc. 0.00% Reduce -1.1% 4,611 $310K
EverSource Wealth Advisors, LLC 0.01% Reduce -15.3% 4,601 $310K
Retirement Planning Co of New England, Inc. 0.12% Add +4.9% 4,596 $309K
Sagespring Wealth Partners, LLC 0.01% Add +10.2% 4,592 $309K
International Private Wealth Advisors LLC 0.19% Add +2.8% 4,592 $309K
Patrick M Sweeney & Associates, Inc. 0.19% Add +7.5% 4,585 $309K
Aegis Wealth Management LLC 0.17% No change 4,578 $308K
HUB Investment Partners, LLC 0.01% Add +19.8% 4,572 $308K
Wedbush Securities Inc. 0.01% Add +14.4% 4,539 $306K
Shore Point Advisors, LLC 0.13% No change 4,542 $306K
SC&H Financial Advisors, Inc. 0.05% Add +0.0% 4,515 $304K
SageView Advisory Group, LLC 0.01% Reduce -2.1% 4,496 $303K
Formidable Asset Management, LLC 0.04% No change 4,252 $302K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.8% 4,472 $301K
Mach-1 Financial Group, LLC 0.06% New 4,460 $300K
Composition Wealth, LLC 0.00% Add +2.1% 4,454 $300K
Apella Capital, LLC 0.01% Add +1.9% 4,450 $300K
Armistice Capital, LLC 0.01% New 4,445 $299K
Venturi Wealth Management, LLC 0.01% Add +17.1% 4,406 $297K
Impact Capital Partners LLC 0.09% Add +0.7% 4,351 $293K
Prospera Financial Services Inc 0.00% Add +30.6% 4,348 $293K
NorthRock Partners, LLC 0.00% Reduce -62.6% 4,319 $291K
Larson Financial Group LLC 0.01% Add +152.3% 4,300 $290K
Sivia Capital Partners, LLC 0.06% Reduce -7.6% 4,289 $289K
Stablepoint Partners, LLC 0.04% No change 4,274 $288K
Martingale Asset Management L P 0.01% Add +0.5% 4,269 $287K
Beaumont Financial Advisors, LLC 0.02% Reduce -22.0% 4,265 $287K
Clifford Swan Investment Counsel LLC 0.01% No change 4,250 $286K
Dorsey & Whitney Trust CO LLC 0.01% Add +4.7% 4,198 $283K
CreativeOne Wealth, LLC 0.01% Reduce -2.4% 4,189 $282K
GTS Securities LLC 0.01% No change 4,167 $281K
Evoke Wealth, LLC 0.01% Add +10.5% 4,161 $280K
Kraematon Investment Advisors, Inc. 0.22% Add +34.7% 4,160 $280K
HighPoint Advisor Group LLC 0.01% Reduce -1.0% 4,147 $279K
Kingsview Wealth Management, LLC 0.00% Add +1.8% 4,108 $277K
Catalyst Financial Partners LLC 0.03% Add +10.9% 4,104 $276K
Beirne Wealth Consulting Services, LLC 0.08% No change 4,102 $276K
Sigma Planning Corp 0.01% Add +7.4% 4,075 $274K
Trueblood Wealth Management, LLC 0.11% Reduce -9.1% 4,060 $273K
DAVENPORT & Co LLC 0.00% Add +17.9% 4,048 $273K
Simplicity Wealth,LLC 0.02% Reduce -2.2% 4,048 $273K
Aprio Wealth Management, LLC 0.02% New 4,042 $272K
Blueshift Asset Management, LLC 0.08% Reduce -41.0% 4,036 $272K
Alan B Lancz & Associates, Inc. 0.24% No change 4,033 $272K
Alta Wealth Advisors LLC 0.09% New 4,031 $271K
Bar Harbor Wealth Management 0.02% Reduce -6.9% 4,025 $271K
Hamilton Capital, LLC 0.01% — 4,015 $270K
Viking Fund Management LLC 0.03% No change 4,000 $269K
Fortis Group Advisors, LLC 0.05% No change 3,891 $269K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,975 $268K
Certuity, LLC 0.02% New 3,941 $265K
Melfa Wealth Management, Inc. 0.15% No change 3,941 $265K
Groupama Asset Managment 0.00% Reduce -9.5% 3,933 $265K
Quantbot Technologies LP 0.01% Reduce -94.0% 3,931 $265K
Capstone Investment Advisors, LLC 0.00% Reduce -49.7% 3,904 $263K
Tompkins Financial Corp. 0.02% No change 3,875 $261K
Parallel Advisors, LLC 0.00% Add +6.4% 3,870 $261K
Meeder Asset Management Inc. 0.01% Add +2014.8% 3,870 $261K
Blue Fin Capital, Inc. 0.04% Reduce -6.3% 3,869 $261K
Financial Engines Advisors L.L.C. 0.00% Add +10.8% 3,866 $260K
Cozad Asset Management Inc. 0.02% No change 3,864 $260K
Flputnam Investment Management Co. 0.00% Add +8.5% 3,845 $259K
Sovran Advisors, LLC 0.02% Add +29.8% 3,707 $258K
Mindset Wealth Management, LLC 0.07% No change 3,836 $258K
Horizon Investment Services, LLC 0.09% Add +7.2% 3,829 $258K
Red Door Wealth Management, LLC 0.03% Reduce -0.1% 3,820 $257K
Fifth Third Wealth Advisors LLC 0.01% Reduce -3.0% 3,813 $257K
Atlantic Union Bankshares Corp 0.00% Reduce -4.4% 3,788 $255K
Quadcap Wealth Management, LLC 0.03% Add +1.6% 3,783 $255K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,771 $254K
Fidelis Capital Partners, LLC 0.02% Add +0.7% 3,723 $251K
Thomasville National Bank 0.02% No change 3,711 $250K
CENTRAL TRUST Co 0.00% Add +0.1% 3,671 $247K
Azimuth Capital Investment Management LLC 0.01% Add +15.8% 3,657 $246K
Checchi Capital Advisers, LLC 0.02% Add +0.9% 3,646 $245K
Beacon Bank & Trust 0.05% No change 3,610 $243K
Stevens Capital Management LP 0.09% New 3,609 $243K
LGT Group Foundation 0.00% No change 3,585 $242K
Cigna Investments Inc. 0.03% No change 3,567 $240K
Rothschild Investment LLC 0.01% Reduce -2.8% 3,557 $239K
FIL Ltd 0.00% Add +20.4% 3,551 $239K
PDS Planning, Inc 0.02% Reduce -1.5% 3,547 $239K
Sterling Investment Counsel, LLC 0.07% New 4,150 $238K
Cadence Wealth Management LLC 0.11% Add +0.0% 3,522 $237K
Polaris Investment Advisors, LLC 0.17% — 3,516 $237K
Addison Advisors LLC 0.05% Add +2.8% 3,505 $236K
Axxcess Wealth Management, LLC 0.00% No change 3,496 $235K
Premier Path Wealth Partners, LLC 0.03% New 3,495 $235K
Versant Capital Management, Inc 0.03% Add +18.3% 3,491 $235K
Charter Oak Capital Management, LLC 0.02% New 3,477 $234K
Ameritas Investment Partners, Inc. 0.01% No change 3,468 $234K
Harbour Investments, Inc. 0.00% Add +663.4% 3,466 $233K
Exencial Wealth Advisors, LLC 0.01% Add +5.7% 3,458 $233K
Sterling Financial Planning, Inc. 0.07% No change 3,452 $232K
Pine Haven Investment Counsel, Inc 0.17% No change 3,451 $232K
Foundations Investment Advisors, LLC 0.00% Add +7.2% 3,447 $232K
IFP Advisors, Inc 0.01% Add +10.9% 3,428 $231K
QTR Family Wealth, LLC 0.10% Add +7.3% 3,298 $229K
Prelude Capital Management, LLC 0.02% New 3,373 $227K
First Growth Capital LLC 0.20% — 3,220 $226K
CX Institutional 0.01% Add +14.8% 3,361 $226K
Frank, Rimerman Advisors LLC 0.01% Reduce -2.8% 3,345 $225K
CBRE Investment Management Listed Real Assets LLC 0.00% Reduce -30.9% 3,337 $225K
Sepio Capital, LP 0.01% New 3,333 $224K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.6% 3,329 $224K
Cypress Wealth Services, LLC 0.03% Reduce -0.4% 3,329 $224K
Cidel Asset Management Inc. 0.02% No change 3,327 $224K
Procyon Advisors, LLC 0.01% New 3,325 $224K
Jackson Thornton Wealth Management, LLC 0.02% New 3,290 $222K
Patton Fund Management, Inc. 0.03% Reduce -13.7% 3,284 $221K
Ancora Advisors LLC 0.00% Add +42.0% 3,257 $219K
Clarius Group, LLC 0.01% Add +0.1% 3,235 $218K
Cornerstone Wealth Group, LLC 0.01% New 3,234 $218K
Cary Street Partners Financial LLC 0.01% Reduce -0.4% 3,225 $217K
Diversified Enterprises, LLC 0.01% New 3,224 $217K
Redhawk Wealth Advisors, Inc. 0.02% Reduce -2.2% 3,198 $215K
PCM Encore, LLC 0.05% — 3,170 $213K
Milestone Asset Management Group, LLC 0.12% New 3,161 $213K
FC Advisory LLC 0.06% No change 3,153 $212K
Resonant Capital Advisors, LLC 0.01% Reduce -7.8% 3,153 $212K
ORG Partners LLC 0.04% Add +2.9% 3,109 $209K
Cascade Financial Partners, LLC 0.02% New 3,099 $209K
MAI Capital Management 0.00% Reduce -7.1% 3,084 $208K
CFS Investment Advisory Services, LLC 0.02% Reduce -0.3% 3,084 $208K
Midwest Trust Co 0.00% Reduce -0.5% 3,079 $207K
Fiduciary Alliance LLC 0.01% Reduce -1.6% 3,064 $206K
Investment Advisory Group, LLC 0.05% Reduce -9.9% 3,046 $205K
Monument Capital Management 0.05% New 3,033 $204K
Alliance Wealth Advisors, LLC 0.10% Add +2.3% 3,032 $204K
Econ Financial Services Corp 0.10% Add +1.1% 3,029 $204K
Means Investment Co., Inc. 0.02% Add +0.7% 3,010 $203K
U S Global Investors Inc. 0.02% New 3,000 $202K
Hardman Johnston Global Advisors LLC 0.01% No change 3,000 $202K
Gateway Investment Advisers LLC 0.00% New 2,999 $202K
Hantz Financial Services, Inc. 0.00% Add +112.1% 2,957 $199K
Private Trust Co. NA 0.02% Add +12.6% 2,760 $186K
Whittier Trust Co. 0.00% Reduce -25.4% 2,750 $185K
Trust Co. of Vermont 0.01% Add +0.1% 2,729 $184K
Parkside Financial Bank & Trust 0.01% Add +17.0% 2,703 $182K
Richardson Financial Services Inc. 0.06% Add +31.6% 2,662 $179K
Smartleaf Asset Management LLC 0.01% Add +13.7% 2,645 $179K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 2,600 $175K
NBT Bank, N.A. 0.01% No change 2,600 $175K
Manchester Capital Management LLC 0.02% Add +112.3% 2,480 $167K
Virtus Investment Advisers, LLC 0.05% New 2,462 $166K
Private Wealth Asset Management, LLC 0.02% No change 2,458 $165K
Lanark Financial, Inc. 0.01% Reduce -0.1% 2,360 $159K
Brown, Lisle/Cummings, Inc. 0.04% Reduce -13.1% 2,316 $156K
Essential Partners LLC 0.05% Reduce -28.6% 2,230 $150K
Basecamp Wealth Advisors LLC 0.03% — 2,185 $147K
Medallion Wealth Advisors, LLC 0.05% Reduce -10.8% 2,127 $143K
Centaurus Financial, Inc. 0.01% Reduce -49.0% 2,068 $139K
Cape Investment Advisory, Inc. 0.04% Add +12.3% 2,045 $138K
CoreCap Advisors, LLC 0.00% Reduce -6.2% 2,025 $136K
AdvisorNet Financial, Inc 0.01% Add +2.7% 1,997 $134K
Hughes Financial Services, LLC 0.02% No change 1,837 $124K
USA Financial Formulas 0.02% New 1,832 $123K
UMB Bank, n.a. 0.00% Add +23.3% 1,829 $123K
Cornerstone Planning Group LLC 0.02% Reduce -0.4% 1,742 $122K
Clearstead Advisors, LLC 0.00% Reduce -27.0% 1,772 $119K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.2% 1,705 $115K
Smithfield Trust Co 0.01% No change 1,673 $113K
GHP Investment Advisors, Inc. 0.00% No change 1,653 $111K
Center for Financial Planning, Inc. 0.01% No change 1,648 $111K
Y.D. More Investments Ltd 0.01% Reduce -24.8% 1,554 $105K
Vision Financial Markets LLC 0.10% No change 1,506 $101K
Crews Bank & Trust 0.01% No change 1,482 $100K
Ossiam 0.00% Reduce -9.0% 1,461 $98K
CVA Family Office, LLC 0.01% Reduce -18.2% 1,458 $98K
HM Payson & Co. 0.00% Reduce -23.8% 1,455 $98K
Flagship Wealth Advisors, LLC 0.03% No change 1,441 $97K
TD Private Client Wealth LLC 0.00% Reduce -6.5% 1,405 $95K
Ameriflex Group, Inc. 0.05% Reduce -34.8% 1,352 $91K
GoalVest Advisory LLC 0.02% Add +37.3% 1,347 $91K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -1.7% 1,312 $88K
Anchor Investment Management, LLC 0.01% Add +53.2% 1,296 $87K
Holos Integrated Wealth LLC 0.05% No change 1,249 $85K
Ransom Advisory, Ltd 0.03% No change 1,253 $84K
Blue Trust, Inc. 0.00% Reduce -55.1% 1,251 $84K
True Wealth Design, LLC 0.02% Add +12.6% 1,245 $84K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.1% 1,226 $83K
Quent Capital, LLC 0.01% Reduce -3.9% 1,176 $79K
Washington Trust Advisors, Inc. 0.01% No change 1,129 $76K
Zions Bancorporation, National Association 0.00% Add +280.1% 1,129 $76K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1621.5% 1,119 $75K
Intact Investment Management Inc. 0.00% New 1,100 $74K
First Community Trust NA 0.05% No change 1,080 $73K
Cromwell Holdings LLC 0.04% No change 1,042 $70K
CYBER HORNET ETFs LLC 0.04% Add +7.0% 1,009 $68K
Board of the Pension Protection Fund 0.06% New 1,000 $67K
Bullock Wealth Management Group 0.03% — 983 $66K
Bogart Wealth, LLC 0.00% Add +3.6% 969 $65K
SJS Investment Consulting Inc. 0.01% Add +72.7% 950 $64K
Sentry Investment Management LLC 0.04% No change 935 $63K
SouthState Bank Corp 0.00% Add +5.9% 916 $62K
CoreFirst Bank & Trust 0.03% No change 907 $61K
Bank & Trust Co 0.04% New 900 $61K
Heritage Wealth Advisors 0.00% No change 900 $61K
City Holding Co. 0.01% No change 885 $60K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 874 $59K
North Star Investment Management Corp. 0.00% Add +6.7% 871 $59K
Virtus Advisers, LLC 0.03% Add +44.7% 868 $58K
Aster Capital Management (DIFC) Ltd 0.03% New 856 $58K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $57K
Cary Street Partners Investment Advisory LLC 0.01% Add +19.9% 827 $56K
Tsfg, LLC 0.01% Reduce -15.0% 795 $54K
Gould Capital, LLC 0.03% No change 800 $54K
Glass Jacobson Investment Advisors llc 0.02% No change 787 $53K
Deseret Mutual Benefit Administrators 0.02% No change 785 $53K
Group One Trading LLC 0.00% New 771 $52K
Trust Co 0.00% New 765 $52K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Add +3.7% 734 $49K
Perkins Coie Trust Co 0.01% No change 734 $49K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 695 $49K
Asset Dedication, LLC 0.00% Reduce -83.4% 718 $48K
Montag A & Associates Inc. 0.00% Reduce -68.2% 700 $47K
Peck Wealth Management, LLC 0.04% No change 697 $47K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -24.9% 672 $45K
Walleye Trading LLC 0.00% New 654 $44K
Broadwater Capital Management LLC 0.03% No change 620 $42K
McMillan Office, Inc. 0.01% — 611 $41K
Bangor Savings Bank 0.00% No change 604 $41K
First Financial Corp. 0.02% No change 600 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +87.5% 600 $40K
DV Trading LLC 0.00% — 600 $40K
Rossby Financial, LCC 0.01% Add +218.7% 596 $40K
DT Investment Partners, LLC 0.00% No change 577 $39K
Caldwell Trust Co 0.00% No change 574 $39K
Quarry LP 0.01% Reduce -79.6% 563 $38K
Summit Securities Group LLC 0.01% Reduce -13.1% 557 $38K
Root Financial Partners, LLC 0.00% Add +49.9% 538 $36K
MV Capital Management, Inc. 0.00% Add +0.4% 534 $36K
Optiver Holding B.V. 0.00% New 525 $35K
Coston, McIsaac & Partners 0.01% No change 530 $35K
DV Equities, LLC 0.01% — 516 $35K
Hilltop National Bank 0.01% No change 500 $34K
Webster Bank, N. A. 0.00% No change 500 $34K
Oakworth Capital, Inc. 0.00% Add +22.8% 491 $33K
Independence Bank of Kentucky 0.00% No change 485 $33K
West Branch Capital LLC 0.01% No change 478 $32K
Quest 10 Wealth Builders, Inc. 0.03% New 445 $30K
Trust Co. of Toledo NA 0.00% No change 441 $30K
Key Capital Management, INC 0.03% — 428 $29K
Godfrey Financial Associates, Inc. 0.02% — 426 $29K
Garton & Associates Financial Advisors LLC 0.02% — 420 $28K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +6.2% 410 $28K
TFC Financial Management, Inc. 0.00% Add +2857.1% 414 $28K
Activest Wealth Management 0.00% Add +2337.5% 390 $26K
HFM Investment Advisors, LLC 0.01% No change 376 $25K
Lodestone Wealth Management LLC 0.01% New 372 $25K
Covestor Ltd 0.01% Reduce -1.6% 367 $24K
Keating Financial Advisory Services, Inc. 0.00% — 328 $22K
Johnson Financial Group, Inc. 0.00% Reduce -30.3% 324 $22K
First Command Advisory Services, Inc. 0.00% Add +19.9% 314 $21K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -9.5% 323 $21K
Chesapeake Asset Management LLC 0.02% No change 300 $20K
Delta Asset Management LLC 0.00% No change 300 $20K
Gleason Group, Inc. 0.00% Add +1.0% 297 $20K
GW&K Investment Management, LLC 0.00% Add +3.8% 298 $20K
Truvestments Capital LLC 0.00% No change 295 $20K
Westside Investment Management, Inc. 0.00% No change 286 $19K
Sawyer & Company, Inc 0.01% Reduce -44.0% 280 $19K
GPS Wealth Strategies Group, LLC 0.02% Reduce -21.9% 275 $19K
Geneos Wealth Management Inc. 0.00% Reduce -5.5% 274 $18K
Capital Analysts, LLC 0.00% New 266 $18K
Field & Main Bank 0.01% No change 262 $18K
Cedar Mountain Advisors, LLC 0.00% No change 262 $18K
Bruce G. Allen Investments, LLC 0.01% No change 261 $18K
Sunbelt Securities, Inc. 0.00% Add +12.2% 257 $17K
Fideuram Asset Management (Ireland) dac 0.00% — 308 $17K
Pinnacle Wealth Planning Services, Inc. 0.00% New 255 $17K
Farmers & Merchants Investments Inc. 0.00% No change 250 $17K
Raleigh Capital Management Inc. 0.01% Reduce -18.6% 249 $17K
FSA Advisors, Inc. 0.01% New 16,907 $17K
Golden State Wealth Management, LLC 0.00% Reduce -3.2% 245 $17K
Colonial Trust Advisors 0.00% No change 243 $16K
Colonial Trust Co / SC 0.00% Add +127.2% 234 $16K
BankPlus Trust Department 0.00% No change 232 $16K
Elyxium Wealth, LLC 0.00% New 225 $15K
Private Wealth Management Group, LLC 0.00% Reduce -15.6% 211 $14K
Bayban 0.01% — 210 $14K
Financial Perspectives, Inc 0.00% No change 210 $14K
Valley National Advisers Inc. 0.00% Add +10.3% 214 $14K
Clearstead Trust, LLC 0.00% Add +115.6% 207 $14K
MCF Advisors LLC 0.00% New 201 $14K
Piscataqua Savings Bank 0.01% No change 200 $13K
ESL Trust Services, LLC 0.00% No change 200 $13K
Investors Research Corp 0.00% No change 199 $13K
Steigerwald, Gordon & Koch Inc. 0.00% Add +8.2% 199 $13K
City State Bank 0.00% Add +3.7% 194 $13K
2UniFi Bank 0.01% No change 187 $13K
Salomon & Ludwin, LLC 0.00% No change 187 $13K
Bell Investment Advisors, Inc 0.00% Add +148.7% 184 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +20.4% 183 $12K
Red Tortoise LLC 0.01% No change 181 $12K
Atlas Capital Advisors Inc. 0.00% — 179 $12K
Princeton Global Asset Management LLC 0.00% No change 173 $12K
Pinnacle Bancorp, Inc. 0.00% No change 172 $12K
Paladin Advisory Group, LLC 0.01% No change 164 $11K
Tucker Asset Management LLC 0.00% New 162 $11K
Midwest Capital Advisors, LLC 0.01% No change 155 $10K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -29.4% 151 $10K
Albion Financial Group 0.00% Reduce -94.5% 144 $10K
Inspire Investing, LLC 0.00% New 142 $10K
Garner Asset Management Corp 0.00% New 140 $9K
Capital Advisors, Ltd. LLC 0.00% No change 139 $9K
Kingdom Financial Group LLC. 0.00% New 131 $9K
LRI Investments, LLC 0.00% No change 131 $9K
Concord Wealth Partners 0.00% No change 128 $9K
Physician Wealth Advisors, Inc. 0.00% Reduce -31.4% 127 $9K
MTM Investment Management, LLC 0.00% No change 126 $8K
Robbins Farley 0.00% No change 125 $8K
MidFirst Bank 0.00% — 125 $8K
Harbor Investment Advisory, LLC 0.00% Add +8.7% 125 $8K
Westfuller Advisors, LLC 0.00% New 121 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 118 $8K
Toth Financial Advisory Corp. 0.00% Add +1.8% 112 $8K
Grove Bank & Trust 0.00% No change 112 $8K
Strategic Wealth Partners, Ltd. 0.00% No change 110 $7K
Kilter Group LLC 0.00% Add +35.1% 104 $7K
Avion Wealth 0.00% Add +0.9% 109 $7K
WealthCollab, LLC 0.00% No change 100 $7K
Lavaca Capital LLC 0.00% No change 100 $7K
Ankerstar Wealth, LLC 0.01% — 99 $7K
Ares Financial Consulting, LLC 0.01% — 99 $7K
IMG Wealth Management, Inc. 0.00% Add +28.9% 98 $7K
JFS Wealth Advisors, LLC 0.00% Add +280.0% 95 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 83 $6K
SBI Securities Co., Ltd. 0.00% Add +30.9% 89 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +47.5% 87 $6K
Howard Hughes Medical Institute 0.00% Add +1.3% 80 $5K
Kings Path Partners LLC 0.00% No change 80 $5K
Abound Wealth Management 0.00% Add +2.7% 75 $5K
WPG Advisers, LLC 0.00% Add +15.6% 74 $5K
High Note Wealth, LLC 0.00% Reduce -11.0% 73 $5K
Elevation Wealth Partners, LLC 0.00% Add +71.4% 72 $5K
Raffa Wealth Management, LLC 0.00% No change 71 $5K
Financial Management Professionals, Inc. 0.00% Add +268.4% 70 $5K
Belvedere Trading LLC 0.00% New 67 $5K
Legacy Wealth Managment, LLC 0.00% New 65 $4K
Fortitude Family Office, LLC 0.00% Reduce -8.6% 64 $4K
Leonteq Securities AG 0.00% Reduce -25.6% 61 $4K
Clayton Financial Group LLC 0.00% New 60 $4K
Strive Financial Group ,LLC 0.00% — 58 $4K
Solstein Capital, LLC 0.00% No change 54 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 53 $4K
Fourth Dimension Wealth, LLC 0.00% No change 52 $4K
Cornerstone Financial Management LLC 0.00% — 50 $3K
Winch Advisory Services, LLC 0.00% No change 44 $3K
Stone House Investment Management, LLC 0.00% No change 41 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $3K
Cullen/Frost Bankers, Inc. 0.00% New 38 $3K
Highline Wealth Partners LLC 0.00% Add +54.2% 37 $2K
Transamerica Financial Advisors, LLC 0.00% Add +191.7% 35 $2K
Pacifica Partners Inc. 0.00% No change 34 $2K
PFS Partners, LLC 0.00% No change 31 $2K
Crewe Advisors LLC 0.00% No change 31 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +55.0% 31 $2K
Harvest Fund Management Co., Ltd 0.00% No change 34 $2K
Penserra Capital Management LLC 0.00% Add +10.0% 33 $2K
1015 Capital Partners, LLC 0.00% — 29 $2K
Triumph Capital Management 0.00% New 29 $2K
Wealth Watch Advisors, INC 0.00% Add +80.0% 27 $2K
TCTC Holdings, LLC 0.00% No change 27 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Signature Equity Partners, LLC 0.00% — 24 $2K
Monetary Solutions, Ltd 0.00% — 23 $2K
Key Financial Inc 0.00% No change 22 $1K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Clark Wealth Partners 0.00% No change 19 $1K
Dogwood Wealth Management LLC 0.00% Reduce -30.8% 18 $1K
Rialto Wealth Management, LLC 0.00% Add +12.5% 18 $1K
Torren Management, LLC 0.00% — 15 $1K
WestEnd Advisors, LLC 0.00% Reduce -11.8% 15 $1K
Investors Portfolio Services LLC 0.00% — 15 $1K
Dunhill Financial, LLC 0.00% Add +50.0% 15 $986
Aventura Private Wealth, LLC 0.00% Add +55.6% 14 $943
Litman Gregory Wealth Management LLC 0.00% New 13 $876
Financial Consulate, Inc. 0.00% New 13 $876
Principia Wealth Advisory, LLC 0.00% No change 13 $875
Bare Financial Services, Inc 0.00% No change 13 $875
NorthAvenue LLC 0.00% — 12 $808
Strengthening Families & Communities, LLC 0.00% Reduce -28.6% 10 $673
American Capital Advisory, LLC 0.00% Add +200.0% 9 $606
United Community Bank 0.00% Reduce -61.9% 8 $539
Winnacle Wealth LLC 0.00% No change 6 $408
Seneschal Advisors, LLC 0.00% No change 6 $404
Luken Investment Analytics, LLC 0.00% New 5 $337
Quattro Advisors LLC 0.00% — 4 $272
Quaker Wealth Management, LLC 0.00% Add +33.3% 4 $270
Davis Capital Management 0.00% No change 4 $269
Murphy & Mullick Capital Management Corp 0.00% New 4 $269
IMA Advisory Services, Inc. 0.00% No change 3 $201
Valued Wealth Advisors LLC 0.00% No change 2 $141
Scarborough Advisors, LLC 0.00% Reduce -60.0% 2 $135
SOA Wealth Advisors, LLC. 0.00% No change 1 $80
Global Wealth Strategies & Associates 0.00% Reduce -95.7% 1 $35
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.