Eversource EnergyES

13F holders, Q1 2026 (March 31)
1,069holders +38
114new positions
75sold out
10famous investors
$69.23avg. 13F price*

At the end of Q1 2026, 1,069 institutions reported holding Eversource Energy (ES) in their 13F filings, up 38 from Q4 2025. 114 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($2.9B), State Street Corp. ($2.0B) and Vanguard Capital Management LLC ($1.7B). 10 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions114$248.3M
Exits75$191.4M

All 13F filers, Q4 2025 → Q1 2026: 21,310,791 shares bought and 21,029,861 shares sold, net +280,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,069 holders

BlackRock, Inc. 0.05% Reduce -1.4% 42,141,556 $2.9B
State Street Corp. 0.07% Add +0.5% 28,157,268 $2.0B
Vanguard Capital Management LLC 0.04% — 24,383,144 $1.7B
Vanguard Portfolio Management LLC 0.07% — 20,003,219 $1.4B
FMR LLC 0.05% Add +9.3% 12,796,942 $886.6M
Geode Capital Management, LLC 0.05% Add +17.3% 11,301,286 $780.3M
Victory Capital Management Inc. 0.33% Reduce -23.3% 7,318,444 $507.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +6.5% 6,532,250 $452.6M
Magellan Asset Management Ltd 5.56% Reduce -11.5% 6,182,582 $428.3M
Charles Schwab Investment Management Inc. 0.06% Add +0.7% 5,873,103 $407.9M
Morgan Stanley 0.02% Add +0.1% 5,885,125 $407.7M
Invesco Ltd. 0.04% Add +8.1% 5,473,510 $379.2M
Legal & General Group Plc 0.08% Reduce -3.7% 4,889,411 $338.7M
Nuveen, LLC 0.09% Add +3.8% 4,614,909 $319.7M
Goldman Sachs Group Inc. 0.04% Add +15.0% 3,970,764 $275.1M
AQR Capital Management 0.12% Add +105.4% 3,944,358 $269.2M
HSBC Holdings PLC 0.15% Add +6.3% 3,656,740 $252.9M
Northern Trust Corp. 0.03% Add +0.7% 3,624,889 $251.1M
Zimmer Partners, LP 5.91% Reduce -13.0% 3,342,607 $231.6M
Bank of New York Mellon Corp 0.04% Add +6.0% 3,004,763 $208.2M
Royal Bank of Canada 0.04% Add +2.1% 2,757,798 $191.1M
ProShare Advisors LLC 0.25% Add +6.3% 2,416,845 $167.4M
Wellington Management Group LLP 0.03% Reduce -26.7% 2,375,737 $164.6M
Amundi 0.04% Reduce -3.3% 2,301,820 $159.5M
Franklin Resources Inc. 0.04% Add +52.3% 2,262,045 $156.7M
American Century Companies Inc. 0.08% Reduce -6.5% 2,198,616 $152.3M
Vanguard Fiduciary Trust Co. 0.04% — 2,110,821 $146.2M
Dimensional Fund Advisors LP 0.03% Add +5.4% 2,093,417 $145.0M
Los Angeles Capital Management LLC 0.53% Add +165.3% 1,948,273 $135.0M
First Trust Advisors LP 0.09% Reduce -0.2% 1,911,578 $132.4M
UBS Group AG 0.02% Reduce -18.4% 1,885,363 $130.6M
JPMorgan Chase & Co. 0.01% Add +14.9% 1,676,801 $114.7M
Bank of America Corp. 0.01% Reduce -2.6% 1,583,041 $109.7M
Deutsche Bank AG 0.03% Reduce -71.6% 1,517,504 $105.1M
LSV Asset Management 0.23% Reduce -2.0% 1,515,398 $105.0M
Wells Fargo & Company 0.02% Add +42.9% 1,405,438 $97.4M
Cohen & Steers, Inc. 0.16% Reduce -13.6% 1,345,893 $93.2M
Robeco Institutional Asset Management B.V. 0.13% Reduce -5.9% 1,312,897 $91.0M
Empower Advisory Group, LLC 0.23% Add +2.7% 1,276,081 $88.4M
Allianz Asset Management GmbH 0.09% Add +1033.3% 1,139,920 $79.0M
Barclays PLC 0.03% Add +14.0% 1,133,942 $78.6M
Mackenzie Financial Corp. 0.09% Add +16.9% 1,125,654 $78.0M
Swiss National Bank 0.04% Add +8.3% 1,101,133 $76.3M
Schroder Investment Management Group 0.06% Add +573.9% 1,046,496 $71.6M
Nordea Investment Management AB 0.07% Reduce -13.6% 1,029,899 $70.3M
California State Teachers Retirement System 0.07% Reduce -1.3% 1,009,933 $70.0M
California Public Employees Retirement System 0.04% Reduce -1.6% 990,160 $68.6M
Man Group plc 0.14% Reduce -32.8% 952,650 $66.0M
Canada Pension Plan Investment Board 0.04% Add +29.9% 926,210 $64.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.9% 913,588 $63.3M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -3.4% 902,061 $62.5M
M&G PLC 0.32% Reduce -0.1% 881,205 $60.8M
Aberdeen Group plc 0.09% Add +4.1% 833,497 $57.7M
Vanguard Global Advisers, LLC 0.03% — 817,491 $56.6M
Russell Investments Group, Ltd. 0.06% Reduce -19.8% 810,282 $56.1M
CANADA LIFE ASSURANCE Co 0.10% Reduce -0.5% 785,380 $54.6M
Quantinno Capital Management LP 0.09% Add +19.3% 782,887 $54.2M
Massachusetts Financial Services Co. 0.02% New 775,238 $53.7M
Gabelli Funds LLC 0.36% Reduce -0.9% 763,900 $52.9M
Rhumbline Advisers 0.04% Reduce -1.8% 745,227 $51.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.4% 741,978 $51.4M
Nomura Asset Management Co. Ltd. 0.13% Add +3.4% 732,705 $50.8M
Vest Financial, LLC 0.60% Add +7.5% 725,475 $50.3M
Old Republic International Corp. 1.94% No change 703,933 $48.8M
Swedbank AB 0.05% Add +5.9% 702,198 $48.6M
National Pension Service 0.04% Add +22.3% 701,007 $48.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 699,572 $48.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +2.2% 673,545 $46.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Reduce -4.6% 666,235 $46.2M
New York State Common Retirement Fund 0.06% Reduce -5.7% 647,706 $44.9M
Boston Trust Walden Corp 0.37% Reduce -3.5% 646,277 $44.8M
Aviva PLC 0.07% Add +3.3% 623,265 $43.2M
Jupiter Asset Management Ltd. 0.21% New 557,406 $38.6M
Lazard Asset Management LLC 0.06% Add +1322.1% 544,139 $37.7M
T. Rowe Price Associates Inc. 0.00% Reduce -0.8% 531,989 $36.9M
LPL Financial LLC 0.01% Add +5.2% 524,902 $36.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +3421.5% 522,274 $36.2M
Vontobel Holding Ltd. 0.12% Add +7.0% 503,509 $34.9M
BNP Paribas Financial Markets 0.02% Reduce -23.0% 481,050 $33.3M
Retirement Systems of Alabama 0.11% Reduce -0.0% 471,058 $32.6M
Bank of Montreal 0.01% Reduce -9.4% 464,587 $32.2M
Sei Investments Co. 0.03% Add +46.5% 460,195 $31.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +1.9% 451,372 $31.2M
KBC Group NV 0.08% Add +2.5% 448,175 $31.1M
Alliancebernstein L.P. 0.01% Reduce -18.5% 449,191 $30.2M
Stifel Financial Corp. 0.03% Reduce -4.9% 430,361 $29.8M
Duff & Phelps Investment Management Co. 0.31% Reduce -30.2% 424,140 $29.4M
Principal Financial Group Inc. 0.02% Reduce -2.6% 421,939 $29.2M
Swiss Life Asset Management Ltd 0.14% Add +7.7% 411,401 $28.5M
Act Two Investors LLC 6.26% Reduce -3.7% 409,326 $28.4M
Royal London Asset Management Ltd. 0.06% Add +0.2% 403,987 $28.0M
Korea Investment CORP 0.06% Add +0.2% 403,378 $27.9M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +95.3% 401,389 $27.8M
Alps Advisors Inc. 0.13% Add +0.1% 385,518 $26.7M
Arrowstreet Capital, Limited Partnership 0.01% New 380,762 $26.4M
AE Wealth Management LLC 0.14% Add +20.8% 380,321 $26.3M
Citigroup Inc. 0.02% Reduce -11.4% 376,974 $26.1M
Danske Bank A/S 0.06% Add +3.8% 375,766 $26.0M
HighTower Advisors, LLC 0.03% Add +12.8% 367,462 $25.5M
Vanguard Investments Australia, Ltd. 0.07% — 366,009 $25.4M
Maryland State Retirement & Pension System 0.50% Reduce -4.2% 356,635 $24.7M
Focus Partners Wealth 0.03% Add +132.1% 350,927 $24.3M
SG Americas Securities, LLC 0.03% Add +30.2% 344,771 $23.9M
Raymond James Financial Inc. 0.01% Add +4.6% 334,696 $23.2M
Envestnet Asset Management Inc. 0.01% Add +4.7% 327,024 $22.7M
New York State Teachers Retirement System 0.05% Add +1.0% 325,837 $22.6M
KLP Kapitalforvaltning As 0.09% Add +1.6% 325,293 $22.5M
Ameriprise Financial Inc. 0.01% Add +9.5% 319,280 $22.1M
State Board of Administration of Florida Retirement System 0.04% No change 315,322 $21.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +3.7% 314,178 $21.8M
Wedge Capital Management L L P 0.40% Add +184.7% 311,407 $21.6M
Ieq Capital, LLC 0.10% Add +43.3% 304,733 $21.1M
Aventail Capital Group, LP 0.99% Reduce -65.2% 296,428 $20.5M
Worldquant Millennium Advisors LLC 0.08% Reduce -62.6% 291,574 $20.2M
Brookfield Corp 0.03% Reduce -70.2% 283,532 $19.6M
PNC Financial Services Group, Inc. 0.01% Reduce -2.0% 269,312 $18.7M
Cetera Investment Advisers 0.02% Add +3.8% 268,855 $18.6M
State of Wisconsin Investment Board 0.04% Add +1.5% 261,721 $18.1M
NFJ Investment Group, LLC 0.68% Reduce -4.0% 259,918 $18.0M
Sound Income Strategies, LLC 0.85% Reduce -2.8% 253,389 $17.6M
Macquarie Group Ltd. 0.10% Reduce -1.4% 253,485 $17.6M
AMF Tjanstepension AB 0.12% Add +2.8% 251,833 $17.4M
Susquehanna Portfolio Strategies, LLC 0.26% Reduce -4.7% 250,977 $17.4M
Commonwealth Equity Services, LLC 0.02% Add +3.8% 240,256 $16.6M
Pictet Asset Management Holding SA 0.02% Reduce -41.9% 227,231 $15.7M
Osmosis Investment Management UK Ltd 0.42% Add +65.3% 226,635 $15.7M
Systematic Alpha Investments, LLC 0.55% No change 226,152 $15.7M
Mariner, LLC 0.02% Add +105.2% 223,270 $15.5M
ING Groep NV 0.09% Add +342.7% 221,420 $15.3M
National Bank of Canada 0.02% Reduce -10.1% 219,077 $15.2M
Cerity Partners LLC 0.02% Add +48.2% 215,236 $14.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +22.9% 214,284 $14.8M
Qube Research & Technologies Ltd 0.02% New 211,484 $14.7M
TD Asset Management Inc 0.01% Add +9.8% 208,089 $14.4M
Prudential Financial Inc. 0.02% Add +10.3% 205,906 $14.3M
Janney Montgomery Scott LLC 0.03% Reduce -7.3% 200,343 $13.9M
ASR Vermogensbeheer N.V. 0.16% Add +2.2% 196,671 $13.6M
John G Ullman & Associates Inc. 1.78% Reduce -0.5% 193,788 $13.4M
Citadel Advisors 0.01% Reduce -89.4% 189,304 $13.1M
Voya Investment Management LLC 0.02% Add +54.0% 189,146 $13.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.9% 184,834 $12.8M
Prudential PLC 0.10% Add +10.3% 182,121 $12.6M
Brookstone Capital Management 0.14% Reduce -6.3% 181,759 $12.6M
U.S. Capital Wealth Advisors, LLC 0.31% Add +2.8% 179,207 $12.4M
Wealthfront Advisers LLC 0.03% Add +0.7% 179,188 $12.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -89.7% 178,082 $12.3M
Guggenheim Capital LLC 0.10% Add +21.4% 175,430 $12.2M
Teacher Retirement System of Texas 0.05% Add +30.0% 173,952 $12.1M
Creative Planning 0.01% Add +31.7% 170,418 $11.8M
Harvest Portfolios Group Inc. 0.19% Add +14.1% 164,641 $11.4M
APG Asset Management N.V. 0.04% Reduce -0.9% 187,102 $11.3M
Treasurer of the State of North Carolina 0.04% Add +3.3% 160,763 $11.1M
Cwm, LLC 0.03% Add +41.0% 158,671 $11.0M
Asset Management One Co., Ltd. 0.03% Reduce -1.6% 158,585 $11.0M
Storebrand Asset Management As 0.03% No change 156,620 $10.9M
Van Eck Associates Corp. 0.01% Add +5.5% 151,940 $10.5M
ZWJ Investment Counsel Inc. 0.38% Reduce -2.7% 151,051 $10.5M
Meiji Yasuda Asset Management Co Ltd. 0.52% Reduce -32.9% 150,143 $10.4M
Arbejdsmarkedets Tillaegspension 0.26% New 149,853 $10.4M
Resona Asset Management Co.,Ltd. 0.05% Add +3.1% 148,758 $10.3M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +27.4% 147,226 $10.2M
Mn Services Vermogensbeheer B.V. 0.07% No change 143,936 $10.0M
Ethic Inc. 0.15% Reduce -1.7% 141,098 $9.8M
Tredje AP-fonden 0.05% New 140,935 $9.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +43.7% 146,419 $9.5M
Ensign Peak Advisors, Inc 0.02% Add +36.2% 135,976 $9.4M
GAMCO Investors 0.09% Reduce -2.2% 134,083 $9.3M
Yousif Capital Management, LLC 0.11% Reduce -2.1% 132,758 $9.2M
Fifth Third Bancorp 0.02% Add +434.6% 128,080 $8.9M
Eurizon Capital SGR S.p.A. 0.03% Reduce -15.3% 127,810 $8.9M
Tudor Investment Corporation 0.05% New 126,292 $8.7M
State of New Jersey Common Pension Fund D 0.03% No change 124,075 $8.6M
Mercer Global Advisors Inc. 0.01% Add +42.8% 122,300 $8.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% New 121,950 $8.4M
Twinbeech Capital LP 0.87% New 120,554 $8.4M
Toronto Dominion Bank 0.02% Reduce -47.6% 118,915 $8.2M
Sanctuary Advisors, LLC 0.04% Add +10.4% 118,262 $8.2M
RWC Asset Management LLP 0.36% Reduce -0.6% 114,540 $7.9M
Federation des caisses Desjardins du Quebec 0.03% Add +20.3% 114,186 $7.9M
Engineers Gate Manager LP 0.10% Add +721.4% 113,321 $7.9M
Public Employees Retirement System of Ohio 0.03% Add +0.5% 112,360 $7.8M
IFM Investors Pty Ltd 0.06% Reduce -11.6% 109,855 $7.6M
DNB Asset Management AS 0.03% Reduce -31.5% 109,801 $7.6M
Ofi Invest Asset Management 0.10% Add +108.2% 121,804 $7.5M
State of Michigan Retirement System 0.04% Reduce -0.2% 106,833 $7.4M
Public Sector Pension Investment Board 0.02% Add +11.8% 106,795 $7.4M
Osaic Holdings, Inc. 0.01% Add +7.3% 105,038 $7.3M
Soltis Investment Advisors LLC 0.47% Add +7.5% 105,004 $7.3M
Assetmark, Inc. 0.01% Add +9.4% 104,097 $7.2M
Natixis 0.03% Add +146.8% 102,362 $7.1M
Czech National Bank 0.05% Add +3.3% 102,181 $7.1M
DekaBank Deutsche Girozentrale 0.01% No change 101,201 $7.1M
Arizona State Retirement System 0.04% Add +0.2% 101,987 $7.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -22.3% 100,648 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +22.6% 100,217 $6.9M
O'shaughnessy Asset Management, LLC 0.03% Add +27.0% 98,643 $6.8M
CIBC Bancorp USA Inc. 0.01% — 97,899 $6.8M
Abn Amro Investment Solutions 0.09% Reduce -12.3% 96,368 $6.7M
Bank of Nova Scotia 0.01% Reduce -73.0% 95,561 $6.6M
Ausbil Investment Management Ltd 3.29% No change 94,876 $6.6M
Allspring Global Investments Holdings, LLC 0.01% Add +0.7% 94,715 $6.6M
Westpac Banking Corp. 0.45% Reduce -13.9% 93,977 $6.5M
CIBC Asset Management Inc 0.02% Add +4.1% 92,380 $6.4M
Natixis Advisors, LLC 0.01% Reduce -1.7% 92,361 $6.4M
Thrivent Financial for Lutherans 0.01% Add +45.2% 89,105 $6.2M
Brick & Kyle, Associates 2.03% Reduce -10.1% 88,865 $6.2M
Candriam S.C.A. 0.03% Add +2.8% 88,047 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -2.5% 87,669 $6.1M
Raiffeisen Bank International AG 0.09% Reduce -9.3% 87,626 $6.0M
D. E. Shaw & Co. 0.01% New 86,109 $6.0M
Xponance LLC 0.04% Add +15.4% 83,899 $5.8M
Schnieders Capital Management, Llc. 0.92% Add +21.0% 82,927 $5.7M
Edgemoor Investment Advisors, Inc. 0.45% Add +8.7% 82,511 $5.7M
Concurrent Investment Advisors, LLC 0.06% Add +333.3% 82,001 $5.7M
Gotham Asset Management 0.02% Reduce -62.8% 78,431 $5.4M
Corient Private Wealth LP 0.01% Add +2.0% 78,666 $5.4M
Elo Mutual Pension Insurance Co 0.09% Add +34.5% 77,857 $5.4M
Generali Asset Management SPA SGR 0.11% Reduce -2.4% 76,986 $5.3M
Nisa Investment Advisors, LLC 0.02% Reduce -2.1% 76,601 $5.3M
Y-Intercept (Hong Kong) Ltd 0.10% Add +357.3% 76,129 $5.3M
Cresset Asset Management, LLC 0.02% New 75,226 $5.2M
State of Tennessee, Department of Treasury 0.02% No change 74,264 $5.1M
1834 Investment Advisors Co. 0.64% Add +13.1% 73,892 $5.1M
Woodline Partners LP 0.02% Add +14.9% 73,488 $5.1M
Captrust Financial Advisors 0.01% Add +28.1% 72,641 $5.0M
Neuberger Berman Group LLC 0.00% Add +27.9% 72,147 $5.0M
Morgan Dempsey Capital Management LLC 2.26% Reduce -2.6% 71,713 $5.0M
Amalgamated Bank 0.04% Add +1.8% 71,252 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.5% 71,092 $4.9M
Daiwa Securities Group Inc. 0.01% Add +4.8% 70,880 $4.9M
Stephens Inc. 0.06% Add +12.8% 70,866 $4.9M
LBP Am SA 0.07% Add +114.5% 69,409 $4.8M
Illinois Municipal Retirement Fund 0.06% Reduce -50.5% 69,048 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.2% 68,016 $4.7M
Credit Agricole S A 0.02% Reduce -54.1% 67,793 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -31.4% 66,875 $4.6M
Castellan Group 0.63% Add +9.8% 65,923 $4.6M
Burney Co./ 0.14% Reduce -27.0% 65,781 $4.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +2.2% 65,394 $4.5M
Riverview Capital Advisers, LLC 1.51% Reduce -0.4% 65,277 $4.5M
Fulcrum Asset Management LLP 0.68% Add +3.8% 65,726 $4.5M
Investment Management Corp of Ontario 0.06% Add +51.9% 64,672 $4.5M
Janus Henderson Group PLC 0.00% Add +34.3% 64,188 $4.4M
Advisors Asset Management, Inc. 0.07% Add +39.1% 64,119 $4.4M
Kinloch Capital, LLC 1.80% Add +19.9% 63,712 $4.4M
Andra AP-fonden 0.05% Add +3.5% 62,576 $4.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +56.4% 61,477 $4.3M
Utah Retirement Systems 0.04% Add +0.4% 60,996 $4.2M
USS Investment Management Ltd 0.02% Add +9.1% 60,510 $4.2M
Commerce Bank 0.02% Reduce -6.2% 60,259 $4.2M
Morningstar Investment Management LLC 0.26% Add +8.3% 59,884 $4.1M
Baird Financial Group, Inc. 0.01% Reduce -3.5% 58,778 $4.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 58,500 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Add +3.4% 58,446 $4.0M
Acadian Asset Management LLC 0.01% Add +74.3% 58,058 $4.0M
Plato Investment Management Ltd 0.27% Add +3.7% 57,396 $4.0M
Jones Financial Companies LLLP 0.00% Add +57.5% 58,089 $3.9M
Tidal Investments LLC 0.01% Add +42.9% 56,270 $3.9M
New York Life Investment Management LLC 0.03% Add +2.3% 55,969 $3.9M
CWA Asset Management Group, LLC 0.13% New 55,374 $3.8M
Catherine Avery Investment Management LLC 1.71% New 55,000 $3.8M
Legato Capital Management LLC 0.35% New 55,000 $3.8M
Rakuten Investment Management, Inc. 0.01% Add +13.2% 55,682 $3.8M
Pathstone Holdings, LLC 0.02% Add +18.0% 54,971 $3.8M
Bfsg, LLC 0.36% Add +0.2% 54,611 $3.8M
NEOS Investment Management LLC 0.02% Add +1.7% 53,756 $3.7M
Millennium Management 0.00% Reduce -58.0% 52,929 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -21.3% 51,702 $3.6M
AIA Group Ltd 0.05% Reduce -18.9% 51,384 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +3.4% 51,115 $3.5M
Empowered Funds, LLC 0.02% Add +119.8% 49,699 $3.4M
Oddo BHF Asset Management Sas 0.13% Add +4.2% 49,108 $3.4M
Caisse de depot et placement du Quebec 0.01% New 48,546 $3.4M
Pinnacle Associates Ltd. 0.04% Add +1.0% 48,527 $3.4M
Siemens Fonds Invest GmbH 0.18% Add +0.8% 44,938 $3.1M
NewEdge Advisors, LLC 0.01% Add +4.4% 44,858 $3.1M
Vinva Investment Management Ltd 0.04% Add +96.4% 44,600 $3.1M
Mirova US LLC 0.03% Reduce -18.9% 43,842 $3.0M
Vaughan David Investments LLC 0.06% Reduce -3.0% 43,390 $3.0M
Oregon Public Employees Retirement Fund 0.04% No change 42,960 $3.0M
Genus Capital Management Inc. 0.34% Add +76.5% 42,360 $2.9M
Somerset Trust Co 0.89% Reduce -0.3% 41,672 $2.9M
UniSuper Management Pty Ltd 0.02% Reduce -6.2% 40,863 $2.8M
Vennlight Capital Management, LP 2.84% New 40,500 $2.8M
Kestra Advisory Services, LLC 0.01% Add +68.0% 40,149 $2.8M
Heritage Trust Co 0.28% Reduce -0.1% 39,955 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -0.9% 39,899 $2.8M
Inspire Advisors, LLC 0.22% Reduce -7.0% 39,815 $2.8M
Atria Investments, Inc 0.03% Add +0.6% 39,624 $2.7M
Allstate Corp. 0.03% Add +40.2% 38,748 $2.7M
Allianz SE 0.03% Add +55.4% 38,206 $2.6M
OP Asset Management Ltd 0.03% Reduce -6.2% 38,126 $2.6M
State of Alaska, Department of Revenue 0.03% Add +1.9% 37,920 $2.6M
Arvest Bank Trust Division 0.14% Add +1.2% 37,899 $2.6M
Landscape Capital Management, L.L.C. 0.17% Reduce -28.4% 37,876 $2.6M
Summit Trail Advisors, LLC 0.04% Add +26.3% 37,748 $2.6M
MML Investors Services, LLC 0.01% Reduce -28.1% 37,554 $2.6M
Edgestream Partners, L.P. 0.08% New 37,348 $2.6M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -6.9% 37,326 $2.6M
ProVise Management Group, LLC 0.19% Add +1.0% 37,226 $2.6M
Avanza Fonder AB 0.07% No change 36,913 $2.6M
McKinley Carter Wealth Services, Inc. 0.15% Reduce -0.0% 36,438 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 36,166 $2.5M
Meeder Asset Management Inc. 0.14% Add +830.6% 36,014 $2.5M
US Bancorp \de 0.00% Add +4.6% 35,872 $2.5M
Integrated Wealth Concepts LLC 0.02% Add +78.6% 35,443 $2.5M
Horizon Investments, LLC 0.03% Reduce -19.7% 34,726 $2.4M
Northcape Wealth Management, LLC 0.65% Add +2.1% 34,427 $2.4M
Glenmede Trust Co. NA 0.01% Reduce -1.8% 34,368 $2.4M
Jacobs Levy Equity Management, Inc. 0.01% New 34,330 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +248.1% 34,322 $2.4M
Moors & Cabot, Inc. 0.10% Reduce -3.6% 33,506 $2.3M
Central Valley Advisors, LLC 0.63% Add +27.9% 33,493 $2.3M
Great Valley Advisor Group, Inc. 0.04% Add +18.2% 33,281 $2.3M
Neville Rodie & Shaw Inc. 0.16% Add +0.0% 32,617 $2.3M
St Germain D J Co. Inc. 0.09% Reduce -1.0% 32,070 $2.2M
Ascent Group, LLC 0.08% Add +4.8% 32,070 $2.2M
DC Investments Management, LLC 0.81% No change 30,471 $2.1M
TD Waterhouse Canada Inc. 0.01% Add +7.9% 30,401 $2.1M
Rafferty Asset Management, LLC 0.01% Reduce -26.5% 30,361 $2.1M
Intech Investment Management LLC 0.02% Add +78.2% 29,941 $2.1M
Private Advisor Group, LLC 0.01% Add +0.2% 29,643 $2.1M
Norinchukin Bank, The 0.02% Add +0.6% 29,336 $2.0M
Renaissance Technologies 0.00% New 29,180 $2.0M
Mondrian Investment Partners LTD 0.03% Add +5.7% 29,153 $2.0M
Edmp, Inc. 1.63% Reduce -1.7% 29,058 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +13.8% 28,952 $2.0M
Gulf International Bank (UK) Ltd 0.04% Add +59.9% 28,856 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% No change 28,728 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -8.0% 28,728 $2.0M
SHP Wealth Management 0.15% Reduce -0.1% 28,454 $2.0M
Ontario Teachers Pension Plan Board 0.06% Add +105.6% 28,323 $2.0M
Truist Financial Corp. 0.00% Add +2.6% 28,268 $2.0M
Leo Wealth, LLC 0.14% Add +478.5% 27,827 $1.9M
&partners 0.01% Reduce -3.8% 27,862 $1.9M
iA Global Asset Management Inc. 0.03% Reduce -6.5% 27,472 $1.9M
Leonteq Securities AG 0.12% Add +44895.1% 27,447 $1.9M
Merit Financial Group, LLC 0.01% Add +44.3% 27,182 $1.9M
Steel Grove Capital Advisors, LLC 0.20% Add +7.6% 27,135 $1.9M
Stonebridge Financial Group, LLC 0.15% Add +3.9% 27,094 $1.9M
Kintegral Advisory, LLC 0.18% Reduce -4.2% 26,867 $1.9M
Dynamic Advisor Solutions LLC 0.06% Add +1.0% 26,753 $1.9M
AG2R La Mondiale Gestion D'actifs 0.08% Add +40.5% 26,597 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +80.2% 26,323 $1.8M
Bollard Group LLC 0.06% Add +16.9% 26,010 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +34.6% 25,878 $1.8M
Argent Advisors, Inc. 0.49% Add +1.6% 25,858 $1.8M
Convergence Investment Partners, LLC 0.29% New 25,780 $1.8M
Arvest Investments, Inc. 0.24% Reduce -2.5% 25,736 $1.8M
Stratos Wealth Advisors, LLC 0.11% Add +0.4% 25,539 $1.8M
Caprock Group, LLC 0.04% Reduce -16.3% 25,297 $1.8M
Blair William & Co. 0.01% Reduce -3.0% 25,080 $1.7M
Savant Capital, LLC 0.01% Add +124.0% 24,659 $1.7M
Two Sigma Investments, LP 0.00% Add +25.4% 24,200 $1.7M
EP Wealth Advisors, LLC 0.01% Add +10.6% 24,148 $1.7M
D.A. Davidson & Co. 0.01% Reduce -13.8% 24,054 $1.7M
Ostrum Asset Management 0.09% Reduce -35.3% 23,979 $1.7M
HB Wealth Management, LLC 0.01% Add +25.4% 23,775 $1.6M
JB Capital LLC 0.07% Add +4.1% 23,591 $1.6M
Capital Investment Advisors, LLC 0.02% Reduce -5.1% 23,508 $1.6M
Levin Capital Strategies, L.P. 0.12% New 23,388 $1.6M
Camelot Portfolios, LLC 1.20% Reduce -3.4% 23,137 $1.6M
M&T Bank Corp 0.01% Reduce -1.4% 22,934 $1.6M
Metis Global Partners, LLC 0.04% Reduce -9.6% 22,837 $1.6M
Howard Capital Management, LLC 0.03% Add +39.9% 22,687 $1.6M
Mizuho Securities USA LLC 0.04% Reduce -17.0% 22,682 $1.6M
Polianta Ltd 0.20% New 22,300 $1.5M
Holocene Advisors, LP 0.00% Reduce -62.2% 22,196 $1.5M
Ellsworth Advisors, LLC 0.28% Add +10.8% 21,877 $1.5M
Jane Street Group, LLC 0.00% Add +16.2% 21,746 $1.5M
First PREMIER Bank 0.35% No change 21,593 $1.5M
South Dakota Investment Council 0.03% No change 21,566 $1.5M
Ironwood Investment Counsel, LLC 0.21% Add +6.5% 21,529 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.2% 21,438 $1.5M
GeoWealth Management, LLC 0.05% Add +53.6% 21,399 $1.5M
Lido Advisors, LLC 0.01% Add +11.2% 20,996 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -1.9% 20,975 $1.5M
Resources Management Corp. /CT/ 0.19% No change 20,782 $1.4M
Oak Thistle LLC 0.14% Add +103.7% 20,501 $1.4M
Spirit of America Management Corp. 0.27% No change 20,050 $1.4M
Mystic Asset Management, Inc. 0.32% Add +7.8% 20,039 $1.4M
Crossmark Global Holdings, Inc. 0.02% Reduce -0.7% 19,891 $1.4M
Measured Wealth Private Client Group, LLC 0.38% Add +28.7% 19,831 $1.4M
Pinebridge Investments LLC 0.01% Reduce -11.3% 19,611 $1.4M
Essex Financial Services, Inc. 0.08% Add +2.8% 19,405 $1.3M
Inceptionr LLC 0.32% New 19,346 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -0.5% 19,100 $1.3M
Bradley Foster & Sargent Inc. 0.02% Add +30.4% 18,924 $1.3M
Assenagon Asset Management S.A. 0.00% Add +3.7% 18,873 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -35.9% 18,756 $1.3M
PFG Investments, LLC 0.06% Add +0.2% 18,477 $1.3M
Brighton Jones LLC 0.03% New 18,383 $1.3M
Principle Wealth Partners LLC 0.07% Add +3.6% 18,216 $1.3M
Chicago Partners Investment Group LLC 0.03% Add +84.0% 18,551 $1.2M
Leisure Capital Management 0.43% Reduce -7.2% 17,934 $1.2M
Benjamin Edwards Inc. 0.01% Add +11.4% 17,778 $1.2M
Eastern Bank 0.02% Reduce -12.5% 17,767 $1.2M
Brevan Howard Capital Management LP 0.01% Reduce -26.7% 17,552 $1.2M
Tounjian Advisory Partners, LLC 0.43% Add +8.5% 17,378 $1.2M
AlphaCore Capital LLC 0.03% Add +70.2% 17,304 $1.2M
New Mexico Educational Retirement Board 0.04% No change 17,216 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +55.6% 17,203 $1.2M
Magnetar Financial LLC 0.01% Reduce -34.7% 17,289 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -1.2% 16,665 $1.2M
Park Avenue Securities LLC 0.01% Reduce -3.6% 16,561 $1.1M
Marks Group Wealth Management, Inc 0.11% Add +0.8% 16,516 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +33.4% 16,199 $1.1M
Opal Capital LLC 0.20% New 16,188 $1.1M
Accurate Wealth Management, LLC 0.13% Add +42.5% 15,999 $1.1M
Apollon Wealth Management, LLC 0.02% Add +37.9% 16,116 $1.1M
Arkadios Wealth Advisors 0.02% Reduce -9.4% 16,103 $1.1M
Aaron Wealth Advisors LLC 0.06% Reduce -7.9% 16,063 $1.1M
McKinney Capital Management, LLC 0.94% — 15,879 $1.1M
Great Oak Capital Partners, LLC 0.26% Reduce -0.1% 15,688 $1.1M
Odyssean, LLC 0.39% Add +149.1% 15,584 $1.1M
San Luis Wealth Advisors LLC 0.18% Add +20.2% 15,525 $1.1M
MUFG Securities EMEA plc 0.02% No change 15,381 $1.1M
Icon Advisers Inc. 0.25% No change 15,300 $1.1M
Bull Harbor Capital LLC 0.28% — 15,294 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +14.6% 15,226 $1.1M
Great Lakes Advisors, LLC 0.01% New 15,085 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.11% No change 15,079 $1.0M
Inspire Investing, LLC 0.06% Add +10462.7% 14,999 $1.0M
Soros Fund Management 0.02% Add +0.0% 14,891 $1.0M
Jain Global LLC 0.01% New 14,811 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.6% 14,599 $1.0M
Presima Securities ULC 0.56% No change 14,430 $1000K
Miller Howard Investments Inc. 0.03% Add +8.4% 14,274 $989K
Alerus Financial NA 0.05% New 14,250 $987K
Vestcor Inc 0.03% Add +12.5% 14,227 $986K
Hilton Head Capital Partners, LLC 0.55% No change 14,167 $981K
Kestra Private Wealth Services, LLC 0.01% Reduce -26.1% 14,116 $978K
Life Cycle Investment Partners Ltd 0.01% New 14,088 $976K
Farther Finance Advisors, LLC 0.01% Reduce -17.2% 14,009 $976K
Sterling Capital Management LLC 0.02% Reduce -47.9% 13,919 $964K
Saudi Central Bank 0.02% New 13,849 $959K
Prosperity Consulting Group, LLC 0.04% Add +20.4% 13,810 $957K
BOS Asset Management, LLC 0.24% New 13,775 $954K
Twin City Private Wealth, LLC 0.72% Add +3.2% 13,637 $945K
Zacks Investment Management 0.01% Reduce -13.8% 13,507 $936K
Finivi Inc. 0.51% Add +46.1% 13,448 $932K
Strategic Financial Planning, Inc. 0.54% New 22,670 $926K
United Asset Strategies, Inc. 0.07% Add +2.7% 13,309 $922K
Manske Wealth Management 0.26% Reduce -0.8% 13,227 $916K
Penobscot Investment Management Company, Inc. 0.07% Reduce -6.7% 13,175 $913K
GAMMA Investing LLC 0.04% Add +8.9% 13,165 $912K
Wilkins Investment Counsel Inc. 0.13% No change 13,145 $911K
Wincap Financial LLC 0.60% New 13,092 $907K
Principal Securities, Inc. 0.01% Add +1.4% 12,907 $894K
Profund Advisors LLC 0.03% Reduce -31.3% 12,800 $887K
Vident Advisory, LLC 0.01% Add +20.8% 12,793 $886K
Beacon Pointe Advisors, LLC 0.00% Add +35.7% 12,757 $884K
J.W. Cole Advisors, Inc. 0.03% Add +2.5% 12,749 $883K
Exchange Traded Concepts, LLC 0.01% Reduce -8.7% 12,642 $876K
Allworth Financial LP 0.00% Add +55.6% 12,612 $874K
Union Savings Bank 0.38% No change 12,496 $866K
Intrua Financial, LLC 0.09% Reduce -3.6% 12,389 $858K
Rockefeller Capital Management L.P. 0.00% Add +10.9% 12,312 $853K
Empirical Finance, LLC 0.04% Reduce -0.1% 12,046 $835K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 12,005 $832K
Hardman Johnston Global Advisors LLC 0.04% Add +300.0% 12,000 $831K
Revisor Wealth Management LLC 0.23% Reduce -7.4% 11,960 $829K
Quadrant Capital Group LLC 0.02% Reduce -0.2% 11,945 $828K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +28.4% 11,864 $822K
Nomura Holdings Inc. 0.01% Reduce -31.5% 11,754 $814K
Signaturefd, LLC 0.01% Add +1.1% 11,730 $813K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -6.7% 11,689 $810K
Syon Capital LLC 0.04% Reduce -11.7% 11,642 $807K
QRG Capital Management, Inc. 0.01% Add +6.4% 11,640 $806K
Tower Research Capital LLC (TRC) 0.02% Add +57.7% 11,576 $802K
Canada Post Corp Registered Pension Plan 0.03% Add +34.5% 11,540 $799K
Navellier & Associates Inc. 0.08% Reduce -0.2% 11,524 $798K
SlateStone Wealth, LLC 0.07% Add +6.6% 11,496 $796K
Boston Common Asset Management, LLC 0.05% Reduce -3.6% 11,403 $790K
Modern Wealth Management, LLC 0.01% Add +3.7% 11,275 $785K
Vise Technologies, Inc. 0.02% No change 11,413 $768K
Advisory Services Network, LLC 0.01% Add +13.3% 11,020 $763K
Centerpoint Advisors, LLC 0.25% No change 10,983 $761K
Bleakley Financial Group, LLC 0.01% New 10,949 $759K
Flagship Harbor Advisors, LLC 0.03% Reduce -7.2% 10,897 $755K
North Dakota State Investment Board 0.03% Reduce -14.8% 10,736 $744K
Keybank National Association 0.00% Add +32.6% 10,727 $743K
OneDigital Investment Advisors LLC 0.01% Reduce -9.1% 10,699 $741K
Panagora Asset Management Inc. 0.00% Reduce -2.6% 10,657 $738K
Abacus Wealth Partners, LLC 0.07% Add +33.1% 10,521 $729K
Coldstream Capital Management Inc. 0.01% Reduce -1.5% 10,505 $728K
Redwood Investment Management, LLC 0.09% Reduce -5.8% 10,466 $725K
Centennial Wealth Advisory LLC 0.17% Add +16.9% 10,395 $720K
Mufg Securities Americas Inc. 0.05% Add +2.7% 10,382 $719K
Wbi Investments, LLC 0.20% Reduce -49.1% 10,362 $718K
Millington Securities, LLC 0.20% — 10,362 $718K
Voleon Capital Management LP 0.02% Add +14.1% 10,304 $714K
Elevated Capital Advisors, LLC 0.18% New 10,292 $713K
Independent Advisor Alliance 0.01% Reduce -1.5% 10,206 $707K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -7.0% 10,188 $706K
Securian Asset Management, Inc. 0.03% Reduce -1.0% 10,087 $699K
Visionary Horizons, LLC 0.34% New 10,052 $696K
Squarepoint Ops LLC 0.00% Reduce -0.3% 9,973 $691K
Amica Mutual Insurance Co. 0.06% No change 9,930 $688K
Freestone Grove Partners LP 0.01% New 9,913 $687K
Csenge Advisory Group 0.03% Reduce -4.5% 9,887 $685K
Farringdon Capital, Ltd. 0.15% New 9,764 $676K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 9,668 $670K
Claro Advisors Inc. 0.08% Reduce -0.4% 9,637 $668K
Waddell & Associates, LLC 0.04% New 9,635 $668K
Quadrature Capital Ltd 0.01% New 9,587 $664K
Brown Advisory Inc. 0.00% Add +35.8% 9,557 $662K
Oppenheimer & Co. Inc. 0.01% Add +8.4% 9,551 $662K
Abel Hall, LLC 0.14% Reduce -19.0% 9,546 $661K
BetterWealth, LLC 0.13% Reduce -38.7% 9,499 $658K
Evergreen Capital Management LLC 0.01% Add +7.7% 9,495 $658K
NorthCrest Asset Manangement, LLC 0.02% Add +24.4% 9,426 $655K
First Manhattan Co. Llc. 0.00% No change 9,396 $651K
Moneco Advisors, LLC 0.05% Add +1.4% 9,391 $651K
Ascentis Wealth Management, LLC 0.14% Reduce -5.8% 9,298 $644K
V-Square Quantitative Management LLC 0.07% Reduce -0.3% 9,272 $642K
Live Oak Private Wealth LLC 0.09% Add +1.3% 9,265 $642K
Trivium Point Advisory, LLC 0.12% Reduce -12.0% 9,262 $642K
MAI Capital Management 0.00% Add +200.2% 9,259 $641K
Baker Avenue Asset Management, LP 0.01% Add +85.3% 9,250 $641K
Tableaux LLC 0.31% No change 9,218 $639K
Ascentis Independent Advisors 0.05% Add +74.7% 9,165 $635K
Central Pacific Bank - Trust Division 0.08% Add +1.6% 9,142 $633K
SEB Asset Management AB 0.00% — 9,105 $631K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.4% 9,037 $626K
STRS Ohio 0.00% Add +1.0% 8,982 $622K
Boothbay Fund Management, LLC 0.01% New 8,925 $618K
Diversified Management Inc. 0.11% New 8,908 $617K
New England Capital Financial Advisors LLC 0.17% Reduce -0.7% 8,854 $613K
Armstrong Advisory Group, Inc. 0.04% Add +0.2% 8,853 $613K
Finer Wealth Management, Inc. 0.31% Add +1.7% 8,838 $612K
NorthCoast Asset Management LLC 0.01% Reduce -0.0% 8,828 $612K
Regions Financial Corp. 0.00% Reduce -0.3% 8,786 $609K
Voya Financial Advisors, Inc. 0.06% Add +0.4% 8,986 $607K
HUB Investment Partners, LLC 0.01% Add +91.6% 8,761 $607K
Inscription Capital, LLC 0.06% Add +2.9% 8,754 $606K
Creative Financial Designs Inc. 0.04% Reduce -28.1% 8,724 $604K
Greenleaf Trust 0.01% Reduce -1.3% 8,683 $602K
Arax Advisory Partners 0.02% Reduce -26.5% 8,690 $601K
Federated Hermes, Inc. 0.00% Add +40.5% 8,548 $592K
Belpointe Asset Management LLC 0.02% Add +0.9% 8,532 $591K
Holderness Investments Co. 0.12% Add +26.6% 8,517 $590K
Ellevest, Inc. 0.08% Reduce -2.1% 8,488 $588K
Vista Investment Partners LLC 0.16% No change 8,485 $588K
Stevens Capital Management LP 0.09% Add +134.2% 8,453 $586K
Global X Japan Co., Ltd. 0.03% Add +6.7% 8,421 $583K
VestGen Advisors, LLC 0.02% New 8,485 $583K
Ballentine Partners, LLC 0.01% Add +15.9% 8,415 $583K
Orion Porfolio Solutions, LLC 0.01% Reduce -13.5% 8,408 $583K
Gallagher Fiduciary Advisors, LLC 0.02% Add +1.4% 8,397 $582K
Valmark Advisers, Inc. 0.01% No change 8,375 $580K
Bryant Woods Investment Advisors, LLC 0.21% New 8,360 $579K
Daymark Wealth Partners, LLC 0.02% Add +47.9% 8,191 $567K
Ameritas Advisory Services, LLC 0.02% Reduce -4.0% 8,139 $564K
Hills Bank & Trust Co 0.03% Reduce -5.2% 8,117 $562K
Baker Ellis Asset Management LLC 0.07% No change 8,107 $562K
Mgo One Seven LLC 0.01% Add +18.8% 8,093 $561K
Hilltop Holdings Inc. 0.05% Reduce -36.4% 8,006 $555K
Choreo, LLC 0.01% Add +6.8% 7,997 $554K
Martingale Asset Management L P 0.01% Add +85.8% 7,932 $550K
Huntington National Bank 0.00% Reduce -2.1% 7,914 $548K
Silver Oak Securities, Incorporated 0.04% Add +5.5% 7,869 $545K
Connecticut Wealth Management, LLC 0.02% No change 7,816 $541K
Prime Capital Investment Advisors, LLC 0.01% Add +1.3% 7,756 $537K
KCM Investment Advisors LLC 0.02% Reduce -0.1% 7,742 $536K
Keynote Financial Services LLC 0.29% Reduce -0.8% 7,714 $534K
Chatham Capital Group, Inc. 0.08% No change 7,681 $532K
Pallas Capital Advisors LLC 0.02% Reduce -0.4% 7,647 $530K
Kera Capital Partners, Inc. 0.07% Add +19.7% 7,647 $530K
Evolve Private Wealth, LLC 0.03% Add +22.5% 7,623 $528K
Bahl & Gaynor LLC 0.00% Reduce -0.4% 7,598 $526K
Cibc World Market Inc. 0.00% Add +45.2% 7,545 $523K
Brooklyn Investment Group 0.02% Reduce -1.4% 7,531 $522K
Valley Brook Capital Group, Inc. 0.35% No change 7,528 $522K
World Investment Advisors 0.01% Reduce -1.3% 7,464 $517K
Glenview Trust Co 0.01% Reduce -8.4% 7,441 $516K
CenterStar Asset Management, LLC 0.50% New 7,439 $515K
AlphaStar Capital Management, LLC 0.04% Reduce -22.7% 7,428 $515K
Seeds Investor LLC 0.07% Add +13.0% 7,374 $509K
Contravisory Investment Management, Inc. 0.10% Reduce -1.3% 7,339 $508K
Bank & Trust Co 0.34% Add +712.2% 7,310 $506K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 7,243 $502K
Drucker Wealth 3.0, LLC 0.09% Reduce -3.1% 7,217 $500K
Citizens Financial Group Inc. 0.01% Add +55.4% 7,166 $496K
Sentinel Pension Advisors, LLC 0.07% No change 7,088 $491K
Sachetta, LLC 0.26% Add +4.8% 7,040 $488K
Parcion Private Wealth LLC 0.03% Add +18.6% 6,973 $483K
Curi Capital, LLC 0.01% New 6,972 $483K
Sivia Capital Partners, LLC 0.09% Add +62.2% 6,956 $482K
Tema ETFs LLC 0.03% Add +0.5% 6,943 $481K
EverSource Wealth Advisors, LLC 0.01% Add +50.9% 6,941 $481K
Krilogy Financial LLC 0.02% Add +11.0% 6,933 $480K
Crestwood Advisors Group, LLC 0.01% Add +29.7% 6,701 $464K
Anchor Capital Advisors LLC 0.01% No change 6,664 $462K
Old North State Wealth Management, LLC 0.21% Add +3.5% 6,638 $460K
Synergy Asset Management, LLC 0.05% Add +15.5% 6,593 $457K
Capula Management Ltd 0.00% Reduce -7.6% 6,572 $455K
Avidian Wealth Enterprises, LLC 0.01% Reduce -2.8% 6,544 $453K
Brasada Capital Management, LP 0.08% New 6,515 $452K
Aprio Wealth Management, LLC 0.02% Add +60.5% 6,489 $450K
Wedbush Securities Inc. 0.01% Add +41.9% 6,440 $446K
Alchemi Wealth, LLC 0.24% Add +0.1% 6,343 $439K
Welch & Forbes LLC 0.01% No change 6,298 $436K
Huber Capital Management LLC 0.07% Reduce -29.6% 6,273 $435K
Snowden Capital Advisors LLC 0.01% Reduce -51.0% 6,273 $435K
Praxis Investment Management Inc. 0.03% No change 6,247 $433K
GTS Securities LLC 0.02% Add +49.2% 6,219 $431K
Advisors Capital Management, LLC 0.01% Add +11.7% 6,214 $431K
IHT Wealth Management, LLC 0.01% Add +21.6% 6,215 $431K
Compound Planning, Inc. 0.01% Add +2.2% 6,215 $431K
TCW Group Inc. 0.00% Add +12.3% 6,203 $430K
Rothschild Investment LLC 0.02% Add +74.3% 6,201 $430K
Waverly Advisors, LLC 0.00% New 6,195 $429K
Rockland Trust Co. 0.02% No change 6,168 $427K
Perigon Wealth Management, LLC 0.01% Reduce -11.0% 6,161 $427K
Savior LLC 1.52% No change 6,150 $426K
Sigma Planning Corp 0.01% Add +50.9% 6,149 $426K
WASHINGTON TRUST Co 0.01% Add +2.2% 6,115 $424K
McIlrath & Eck, LLC 0.03% Add +0.1% 6,080 $421K
Welch Group, LLC 0.02% No change 6,023 $417K
Modera Wealth Management, LLC 0.01% Reduce -9.7% 5,985 $415K
Brown Brothers Harriman & Co. 0.00% Add +25.2% 5,948 $412K
Certuity, LLC 0.03% Add +50.4% 5,928 $411K
Partners Capital Investment Group, LLP 0.02% New 5,927 $411K
Fiduciary Financial Group, LLC 0.05% Reduce -0.7% 5,865 $406K
Leslie Global Wealth, LLC 0.21% Reduce -17.3% 5,848 $405K
Watershed Asset Management, L.L.C. 0.42% New 5,847 $405K
Advisor OS, LLC 0.03% Add +0.1% 5,788 $401K
Oslo Pensjonsforsikring AS 0.06% — 5,734 $397K
Alan B Lancz & Associates, Inc. 0.39% Add +42.1% 5,733 $397K
Premier Path Wealth Partners, LLC 0.05% Add +63.0% 5,697 $395K
Apella Capital, LLC 0.01% Add +27.8% 5,686 $394K
Meeder Advisory Services, Inc. 0.02% Reduce -3.2% 5,656 $392K
Kelly Financial Group LLC 0.10% Reduce -3.7% 5,637 $391K
Destination Wealth Management 0.01% Add +1.9% 5,634 $390K
Fiduciary Trust Co 0.00% Reduce -26.8% 5,609 $389K
Balyasny Asset Management L.P. 0.00% Reduce -0.3% 5,600 $388K
NorthRock Partners, LLC 0.01% Add +28.4% 5,546 $384K
Continuum Advisory, LLC 0.04% Reduce -4.6% 5,541 $384K
Evoke Wealth, LLC 0.01% Add +33.1% 5,539 $384K
Bessemer Group Inc. 0.00% Reduce -8.2% 5,514 $382K
Alpha Family Trust 0.18% No change 5,440 $377K
American State Bank (Iowa) 0.18% No change 5,436 $377K
Fisher Asset Management 0.00% Reduce -7.4% 5,424 $376K
Gen-Wealth Partners Inc 0.12% Add +1.4% 5,386 $373K
Turning Point Benefit Group, Inc. 0.24% Add +1.2% 5,340 $371K
International Private Wealth Advisors LLC 0.22% Add +15.3% 5,296 $367K
Mather Group, Llc. 0.00% Add +9.3% 5,288 $366K
Money Concepts Capital Corp. 0.02% Add +2.1% 5,286 $366K
J. Safra Sarasin Holding AG 0.01% Add +4.9% 5,246 $363K
Tocqueville Asset Management L.P. 0.01% Reduce -0.4% 5,200 $360K
Maridea Wealth Management LLC 0.05% Reduce -23.0% 5,184 $359K
Callan Family Office, LLC 0.01% Reduce -5.0% 5,176 $359K
Stratos Wealth Partners, LTD. 0.00% Add +15.6% 5,171 $358K
Retirement Planning Co of New England, Inc. 0.14% Add +10.6% 5,084 $352K
Gladstone Institutional Advisory LLC 0.01% Add +2.3% 5,048 $350K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -1.1% 5,012 $347K
Versant Capital Management, Inc 0.03% Add +40.9% 4,919 $341K
Spinnaker Trust 0.02% No change 4,915 $341K
LGT Group Foundation 0.00% Add +35.8% 4,867 $337K
Nemes Rush Group LLC 0.03% No change 4,862 $337K
Sagespring Wealth Partners, LLC 0.01% Add +5.6% 4,848 $336K
Nwam LLC 0.02% Add +2.9% 4,832 $335K
MJP Associates Inc. 0.04% Reduce -0.0% 4,782 $331K
CreativeOne Wealth, LLC 0.01% Add +14.0% 4,776 $331K
Harbour Investments, Inc. 0.01% Add +37.4% 4,763 $330K
Clear Harbor Asset Management, LLC 0.02% Add +0.7% 4,755 $329K
Oxler Private Wealth LLC 0.10% Add +1.0% 4,750 $329K
Gateway Investment Advisers LLC 0.00% Add +57.1% 4,711 $326K
Patrick M Sweeney & Associates, Inc. 0.21% Add +1.7% 4,663 $323K
Aptus Capital Advisors, LLC 0.00% Reduce -18.0% 4,633 $321K
Pinnacle Financial Partners, Inc. 0.00% No change 4,616 $320K
Larson Financial Group LLC 0.01% Add +7.0% 4,601 $319K
Sterling Investment Counsel, LLC 0.09% Add +10.7% 4,592 $318K
Aegis Wealth Management LLC 0.18% Reduce -0.3% 4,563 $316K
Shore Point Advisors, LLC 0.12% No change 4,542 $315K
Rothschild Wealth LLC 0.03% New 4,530 $314K
SC&H Financial Advisors, Inc. 0.05% Add +0.0% 4,516 $313K
Spire Wealth Management 0.01% Reduce -32.4% 4,509 $312K
SageView Advisory Group, LLC 0.01% Add +0.2% 4,507 $312K
Checchi Capital Advisers, LLC 0.02% Add +23.1% 4,487 $311K
Verity & Verity, LLC 0.02% Reduce -23.6% 4,475 $310K
Parallel Advisors, LLC 0.01% Add +14.3% 4,424 $307K
Prospera Financial Services Inc 0.00% Add +1.1% 4,396 $305K
Impact Capital Partners LLC 0.09% Add +1.0% 4,395 $304K
Exencial Wealth Advisors, LLC 0.01% Add +25.4% 4,336 $300K
Wealthspire Advisors, LLC 0.00% Reduce -36.0% 4,303 $298K
QTR Family Wealth, LLC 0.12% Add +30.5% 4,303 $297K
Kingsview Wealth Management, LLC 0.00% Add +4.2% 4,280 $296K
Stablepoint Partners, LLC 0.04% No change 4,274 $296K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.4% 4,259 $295K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -8.3% 4,251 $294K
Clifford Swan Investment Counsel LLC 0.01% No change 4,250 $294K
Cutler Capital Management, LLC 0.10% Reduce -37.0% 4,247 $294K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.8% 4,231 $293K
HBK Sorce Advisory LLC 0.01% Reduce -17.6% 4,391 $292K
Gsa Capital Partners LLP 0.02% New 4,207 $291K
Kraematon Investment Advisors, Inc. 0.24% Add +0.6% 4,183 $290K
Dynamic Technology Lab Private Ltd 0.05% New 4,170 $289K
Thrive Wealth Management, LLC 0.04% Reduce -23.7% 4,155 $288K
W.H. Cornerstone Investments Inc. 0.18% New 4,128 $286K
Beirne Wealth Consulting Services, LLC 0.08% Reduce -0.7% 4,073 $282K
Sound Financial Strategies Group, LLC 0.19% Reduce -58.9% 4,067 $282K
Procyon Advisors, LLC 0.01% Add +22.2% 4,064 $282K
Mirabella Financial Services LLP 0.03% Reduce -45.2% 4,044 $280K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,042 $280K
Bar Harbor Wealth Management 0.02% No change 4,025 $279K
Hamilton Capital, LLC 0.01% Add +0.3% 4,025 $279K
Clearstead Advisors, LLC 0.00% Add +126.6% 4,016 $278K
Fidelis Capital Partners, LLC 0.02% Add +7.8% 4,014 $278K
Trueblood Wealth Management, LLC 0.11% Reduce -1.4% 4,005 $277K
Blue Fin Capital, Inc. 0.05% Add +3.4% 4,001 $277K
Viking Fund Management LLC 0.03% No change 4,000 $277K
Fortis Group Advisors, LLC 0.05% No change 3,891 $275K
Simplicity Wealth,LLC 0.02% Reduce -2.4% 3,953 $274K
Jackson Thornton Wealth Management, LLC 0.02% Add +18.9% 3,911 $274K
Foundations Investment Advisors, LLC 0.00% Add +14.4% 3,942 $273K
Melfa Wealth Management, Inc. 0.16% No change 3,941 $273K
Formidable Asset Management, LLC 0.04% Reduce -4.7% 4,053 $273K
Tompkins Financial Corp. 0.02% No change 3,875 $268K
Cozad Asset Management Inc. 0.02% No change 3,864 $268K
Banque Cantonale Vaudoise 0.01% New 3,856 $267K
Fifth Third Wealth Advisors LLC 0.01% Add +1.0% 3,850 $267K
Mindset Wealth Management, LLC 0.07% No change 3,836 $266K
Cidel Asset Management Inc. 0.01% Add +15.1% 3,830 $265K
Red Door Wealth Management, LLC 0.03% Add +0.1% 3,822 $265K
IFP Advisors, Inc 0.01% Add +11.3% 3,814 $264K
Quadcap Wealth Management, LLC 0.03% Add +0.5% 3,803 $263K
Catalyst Financial Partners LLC 0.03% Reduce -7.8% 3,783 $262K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,771 $261K
Qtron Investments LLC 0.04% Reduce -25.1% 3,756 $260K
Atlantic Union Bankshares Corp 0.01% Reduce -1.3% 3,739 $259K
Transcend Capital Advisors, LLC 0.02% New 3,732 $259K
Optas, LLC 0.04% New 3,715 $257K
Parsons Capital Management Inc. 0.01% New 3,711 $257K
Sovran Advisors, LLC 0.02% Reduce -2.5% 3,616 $256K
DAVENPORT & Co LLC 0.00% Reduce -9.0% 3,683 $255K
Horizon Investment Services, LLC 0.09% Reduce -4.0% 3,675 $255K
CENTRAL TRUST Co 0.01% Reduce -0.1% 3,669 $254K
Azimuth Capital Investment Management LLC 0.01% No change 3,657 $253K
Wedmont Private Capital 0.01% New 3,578 $250K
Cigna Investments Inc. 0.04% No change 3,567 $248K
Patton Fund Management, Inc. 0.04% Add +8.4% 3,560 $247K
Cadence Wealth Management LLC 0.10% Add +0.5% 3,540 $245K
Essex Bank 0.05% New 3,537 $245K
PCM Encore, LLC 0.05% Add +11.4% 3,533 $245K
Polaris Investment Advisors, LLC 0.18% No change 3,516 $244K
PDS Planning, Inc 0.02% Reduce -0.9% 3,514 $243K
MQS Management LLC 0.16% New 3,505 $243K
Caxton Associates LLP 0.01% New 3,505 $243K
Hantz Financial Services, Inc. 0.00% Add +17.6% 3,476 $241K
Charter Oak Capital Management, LLC 0.02% No change 3,477 $241K
Addison Advisors LLC 0.05% Reduce -1.2% 3,462 $240K
Diversified Enterprises, LLC 0.01% Add +7.2% 3,457 $240K
Plimoth Trust Co. LLC 0.05% New 3,454 $239K
Sterling Financial Planning, Inc. 0.07% No change 3,452 $239K
Pine Haven Investment Counsel, Inc 0.18% No change 3,451 $239K
Financial Engines Advisors L.L.C. 0.00% Reduce -12.3% 3,389 $235K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.0% 3,365 $233K
CX Institutional 0.01% Add +0.2% 3,369 $233K
Sepio Capital, LP 0.01% Add +0.8% 3,361 $233K
Coastal Bridge Advisors, LLC 0.02% Reduce -30.3% 3,360 $233K
Frank, Rimerman Advisors LLC 0.02% Add +0.3% 3,354 $232K
Cypress Wealth Services, LLC 0.03% Reduce -0.7% 3,305 $229K
Resonant Capital Advisors, LLC 0.01% Add +4.5% 3,296 $228K
First Growth Capital LLC 0.21% Add +1.7% 3,274 $228K
Wealth Quarterback LLC 0.09% New 3,286 $228K
Cary Street Partners Financial LLC 0.01% Add +1.0% 3,256 $226K
Sandro Wealth Management LLC 0.18% New 3,249 $225K
Redhawk Wealth Advisors, Inc. 0.02% Add +0.8% 3,222 $223K
Earned Wealth Advisors, LLC 0.01% New 3,221 $223K
Midwest Trust Co 0.00% Add +4.5% 3,217 $223K
Venturi Wealth Management, LLC 0.01% Reduce -27.1% 3,212 $223K
Caerus Investment Advisors, LLC 0.09% New 3,199 $222K
Milestone Asset Management Group, LLC 0.13% No change 3,161 $219K
XTX Topco Ltd 0.00% New 3,157 $219K
FC Advisory LLC 0.06% No change 3,153 $218K
Summitry LLC 0.01% New 3,153 $218K
Pension & Wealth Management Advisors, Inc. 0.06% Add +155.9% 3,137 $217K
Cornerstone Wealth Group, LLC 0.01% Reduce -0.3% 3,224 $215K
CFS Investment Advisory Services, LLC 0.01% Add +0.6% 3,101 $215K
Monument Capital Management 0.05% Add +1.6% 3,083 $214K
German American Bancorp, Inc. 0.02% New 3,081 $213K
Essential Partners LLC 0.07% Add +37.6% 3,068 $213K
Econ Financial Services Corp 0.10% Add +1.2% 3,064 $212K
Fiduciary Alliance LLC 0.01% Add +0.5% 3,080 $212K
Alliance Wealth Advisors, LLC 0.10% Add +0.5% 3,048 $211K
Ancora Advisors LLC 0.00% Reduce -6.7% 3,039 $211K
Baron Wealth Management LLC 0.06% New 3,032 $210K
Groupama Asset Managment 0.00% Reduce -23.2% 3,020 $209K
Mutual Advisors, LLC 0.00% New 3,015 $209K
Beacon Bank & Trust 0.04% Reduce -16.7% 3,008 $208K
Journey Strategic Wealth LLC 0.01% New 2,982 $207K
Investment Advisory Group, LLC 0.05% Reduce -2.1% 2,981 $206K
Platform Technology Partners 0.04% New 2,927 $203K
ClearAlpha Technologies LP 0.42% New 2,916 $202K
Optimize Financial Inc. 0.10% New 2,914 $202K
Exchange Bank 0.14% New 2,889 $200K
Virtus Investment Advisers, LLC 0.05% Add +13.0% 2,783 $193K
Private Trust Co. NA 0.02% Add +0.6% 2,777 $192K
Smartleaf Asset Management LLC 0.01% Add +3.0% 2,724 $186K
Richardson Financial Services Inc. 0.12% Add +0.8% 2,682 $186K
Medallion Wealth Advisors, LLC 0.06% Add +23.6% 2,628 $182K
FIL Ltd 0.00% Reduce -26.5% 2,609 $181K
NBT Bank, N.A. 0.01% No change 2,600 $180K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 2,600 $180K
Anchor Investment Management, LLC 0.01% Add +96.5% 2,546 $176K
Private Wealth Asset Management, LLC 0.02% No change 2,458 $170K
Quarry LP 0.03% Add +325.8% 2,397 $166K
Lanark Financial, Inc. 0.01% Add +0.6% 2,375 $165K
Manchester Capital Management LLC 0.02% Reduce -4.4% 2,370 $164K
TIAA Wealth Investment Management LLC 0.00% — 2,333 $161K
Brown, Lisle/Cummings, Inc. 0.04% No change 2,316 $160K
Whittier Trust Co. 0.00% Reduce -16.8% 2,288 $159K
Basecamp Wealth Advisors LLC 0.03% Add +4.1% 2,275 $158K
Optiver Holding B.V. 0.01% Add +320.0% 2,205 $153K
Parkside Financial Bank & Trust 0.01% Reduce -19.8% 2,168 $150K
Centaurus Financial, Inc. 0.01% No change 2,068 $143K
Wilmington Savings Fund Society, FSB 0.00% Reduce -38.4% 2,050 $142K
CoreCap Advisors, LLC 0.00% Add +1.1% 2,047 $142K
UMB Bank, n.a. 0.00% Add +1.2% 1,851 $128K
Hughes Financial Services, LLC 0.02% Add +0.1% 1,839 $127K
Cornerstone Planning Group LLC 0.02% Add +1.5% 1,768 $122K
CVA Family Office, LLC 0.01% Add +15.7% 1,687 $117K
Smithfield Trust Co 0.01% No change 1,673 $116K
Opal Wealth Advisors, LLC 0.03% New 1,653 $115K
GHP Investment Advisors, Inc. 0.00% No change 1,653 $115K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.5% 1,594 $110K
Robbins Farley 0.05% Add +1155.2% 1,569 $109K
Ossiam 0.00% Add +7.3% 1,568 $109K
Vision Financial Markets LLC 0.10% No change 1,506 $104K
Center for Financial Planning, Inc. 0.01% Reduce -9.7% 1,488 $103K
Crews Bank & Trust 0.01% No change 1,482 $103K
HM Payson & Co. 0.00% No change 1,455 $101K
TD Private Client Wealth LLC 0.00% Add +2.7% 1,443 $100K
Deseret Mutual Benefit Administrators 0.03% Add +76.0% 1,382 $96K
Y.D. More Investments Ltd 0.00% Reduce -12.2% 1,365 $95K
True Wealth Design, LLC 0.03% Add +9.2% 1,360 $94K
GoalVest Advisory LLC 0.02% No change 1,347 $93K
Flagship Wealth Advisors, LLC 0.04% No change 1,441 $92K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,312 $91K
Holos Integrated Wealth LLC 0.04% No change 1,249 $87K
SJS Investment Consulting Inc. 0.01% Add +27.3% 1,209 $84K
Zions Bancorporation, National Association 0.01% Add +6.8% 1,206 $84K
Aster Capital Management (DIFC) Ltd 0.03% Add +52.6% 1,306 $81K
Root Financial Partners, LLC 0.00% Add +115.1% 1,157 $80K
Washington Trust Advisors, Inc. 0.01% Add +1.1% 1,141 $79K
Cary Street Partners Investment Advisory LLC 0.02% Add +37.4% 1,136 $79K
Bayforest Capital Ltd 0.09% New 1,123 $78K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.8% 1,110 $77K
USA Financial Formulas 0.01% Reduce -40.0% 1,100 $76K
First Community Trust NA 0.06% No change 1,080 $75K
Cromwell Holdings LLC 0.04% Add +1.1% 1,053 $73K
CYBER HORNET ETFs LLC 0.05% Add +2.1% 1,030 $72K
Bogart Wealth, LLC 0.00% Add +4.3% 1,011 $70K
Bullock Wealth Management Group 0.03% Add +1.1% 994 $69K
Wall Street Financial Group, Inc. 0.04% New 982 $68K
CoreFirst Bank & Trust 0.03% No change 907 $63K
Heritage Wealth Advisors 0.00% No change 900 $62K
City Holding Co. 0.01% No change 885 $61K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 874 $61K
Walleye Capital LLC 0.00% Reduce -87.6% 868 $60K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $59K
Key Capital Management, INC 0.04% Add +93.2% 827 $57K
JPL Wealth Management, LLC 0.01% New 806 $56K
Board of the Pension Protection Fund 0.05% Reduce -20.0% 800 $55K
Gould Capital, LLC 0.03% No change 800 $55K
Glass Jacobson Investment Advisors llc 0.02% No change 787 $55K
Hilltop National Bank 0.01% Add +56.2% 781 $54K
Global Assets Advisory, LLC 0.01% New 736 $51K
Perkins Coie Trust Co 0.01% No change 734 $51K
Asset Dedication, LLC 0.00% No change 718 $50K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Reduce -3.5% 708 $49K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 695 $49K
Montag A & Associates Inc. 0.00% No change 700 $48K
Rossby Financial, LCC 0.01% Add +16.4% 694 $48K
Quent Capital, LLC 0.00% Reduce -41.1% 693 $48K
Tsfg, LLC 0.01% Reduce -15.7% 670 $46K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.6% 661 $46K
McMillan Office, Inc. 0.01% No change 611 $42K
Bangor Savings Bank 0.00% No change 604 $42K
Broadwater Capital Management LLC 0.03% No change 620 $42K
First Financial Corp. 0.02% No change 600 $42K
DT Investment Partners, LLC 0.00% No change 577 $40K
Caldwell Trust Co 0.00% No change 574 $40K
Blue Trust, Inc. 0.00% Reduce -54.4% 570 $39K
MV Capital Management, Inc. 0.00% Reduce -0.2% 533 $37K
Salem Investment Counselors Inc. 0.00% New 530 $37K
True Link Financial Advisors, LLC 0.00% New 524 $36K
Coston, McIsaac & Partners 0.01% No change 530 $36K
Owl Creek Wealth Partners LLC 0.01% — 500 $35K
Webster Bank, N. A. 0.00% No change 500 $35K
Independence Bank of Kentucky 0.00% No change 485 $34K
West Branch Capital LLC 0.01% No change 478 $33K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.7% 458 $32K
SouthState Bank Corp 0.00% Reduce -50.8% 451 $31K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -0.9% 441 $31K
Trust Co. of Toledo NA 0.00% No change 441 $31K
AdvisorNet Financial, Inc 0.00% Reduce -78.7% 426 $30K
Godfrey Financial Associates, Inc. 0.03% No change 426 $30K
Keating Financial Advisory Services, Inc. 0.00% Add +29.6% 425 $29K
Destiny Wealth Partners, LLC 0.00% New 425 $29K
Trust Co 0.00% Reduce -45.8% 415 $29K
TFC Financial Management, Inc. 0.00% No change 414 $29K
Peck Wealth Management, LLC 0.03% Reduce -42.6% 400 $28K
Oakworth Capital, Inc. 0.00% Reduce -18.5% 400 $28K
Activest Wealth Management 0.00% Add +0.8% 393 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -35.0% 390 $27K
HFM Investment Advisors, LLC 0.01% No change 376 $26K
Lodestone Wealth Management LLC 0.01% No change 372 $26K
Truvestments Capital LLC 0.00% Add +21.4% 358 $25K
First Command Advisory Services, Inc. 0.00% Add +10.5% 347 $24K
Napier Financial, LLC 0.01% New 336 $23K
Geneos Wealth Management Inc. 0.00% Add +20.8% 331 $23K
Ogorek Anthony Joseph /NY/ 0.01% No change 323 $22K
GW&K Investment Management, LLC 0.00% Reduce -0.3% 297 $21K
Gleason Group, Inc. 0.00% Add +1.4% 301 $21K
Chesapeake Asset Management LLC 0.02% No change 300 $21K
Delta Asset Management LLC 0.00% No change 300 $21K
WPG Advisers, LLC 0.02% Add +302.7% 298 $21K
Innovative Asset Advisors Group, LLC 0.01% — 293 $20K
Covestor Ltd 0.01% Reduce -18.3% 300 $20K
Wealth Preservation Advisors, LLC 0.02% New 288 $20K
Westside Investment Management, Inc. 0.00% No change 286 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +12.2% 286 $20K
Capital Analysts, LLC 0.00% Add +1.1% 269 $19K
LRI Investments, LLC 0.00% Add +107.6% 272 $19K
Sunbelt Securities, Inc. 0.00% Add +4.3% 268 $19K
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
Legacy Wealth Managment, LLC 0.01% Add +293.9% 256 $18K
Raleigh Capital Management Inc. 0.01% Add +2.0% 254 $18K
Golden State Wealth Management, LLC 0.00% Add +2.5% 251 $17K
North Star Investment Management Corp. 0.00% Reduce -71.3% 250 $17K
Twin Peaks Wealth Advisors, LLC 0.00% New 248 $17K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.2% 247 $17K
Colonial Trust Advisors 0.00% No change 243 $17K
Colonial Trust Co / SC 0.00% No change 234 $16K
Beacon Investment Advisory Services, Inc. 0.00% New 214 $15K
Bayban 0.01% No change 210 $15K
Financial Perspectives, Inc 0.00% No change 210 $15K
Ameriflex Group, Inc. 0.01% Reduce -84.9% 204 $14K
Piscataqua Savings Bank 0.01% No change 200 $14K
ESL Trust Services, LLC 0.00% No change 200 $14K
Investors Research Corp 0.00% No change 199 $14K
Steigerwald, Gordon & Koch Inc. 0.00% No change 199 $14K
City State Bank 0.00% No change 194 $13K
Financial Life Planners 0.01% New 192 $13K
Salomon & Ludwin, LLC 0.00% No change 187 $13K
2UniFi Bank 0.01% No change 187 $13K
Private Wealth Management Group, LLC 0.00% Reduce -12.3% 185 $13K
Red Tortoise LLC 0.01% No change 181 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -1.1% 181 $13K
Atlas Capital Advisors Inc. 0.00% No change 179 $12K
Valley National Advisers Inc. 0.00% Reduce -18.7% 174 $12K
Princeton Global Asset Management LLC 0.00% No change 173 $12K
Pinnacle Bancorp, Inc. 0.00% No change 172 $12K
JFS Wealth Advisors, LLC 0.00% Add +77.9% 169 $12K
Fortitude Family Office, LLC 0.00% Add +164.1% 169 $12K
Triumph Capital Management 0.00% Add +479.3% 168 $12K
Country Trust Bank 0.00% New 167 $12K
Paladin Advisory Group, LLC 0.01% No change 164 $11K
Bell Investment Advisors, Inc 0.00% Reduce -13.0% 160 $11K
Midwest Capital Advisors, LLC 0.01% No change 155 $11K
Kemnay Advisory Services Inc. 0.00% New 151 $10K
Highline Wealth Partners LLC 0.00% Add +297.3% 147 $10K
Capital Advisors, Ltd. LLC 0.00% No change 139 $10K
Albion Financial Group 0.00% No change 144 $10K
Physician Wealth Advisors, Inc. 0.00% Add +12.6% 143 $10K
Lloyd Advisory Services, LLC. 0.00% New 133 $9K
Kingdom Financial Group LLC. 0.00% Add +1.5% 133 $9K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 131 $9K
MidFirst Bank 0.00% Add +1.6% 127 $9K
MTM Investment Management, LLC 0.00% No change 126 $9K
Westfuller Advisors, LLC 0.00% Add +0.8% 122 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 118 $8K
Strategic Wealth Partners, Ltd. 0.00% Add +5.5% 116 $8K
Toth Financial Advisory Corp. 0.00% Add +1.8% 114 $8K
Clearstead Trust, LLC 0.00% Reduce -44.9% 114 $8K
Grove Bank & Trust 0.00% No change 112 $8K
Bokf, NA 0.00% New 111 $8K
Elevation Wealth Partners, LLC 0.00% Add +51.4% 109 $8K
Kilter Group LLC 0.00% Reduce -1.9% 102 $7K
Avion Wealth 0.00% No change 109 $7K
WealthCollab, LLC 0.00% No change 100 $7K
Lavaca Capital LLC 0.00% No change 100 $7K
Ares Financial Consulting, LLC 0.01% No change 99 $7K
Ankerstar Wealth, LLC 0.01% No change 99 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 87 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 83 $6K
BankPlus Trust Department 0.00% Reduce -63.8% 84 $6K
High Note Wealth, LLC 0.00% Add +12.3% 82 $6K
Kings Path Partners LLC 0.00% No change 80 $6K
Joseph Group Capital Management 0.00% New 77 $5K
Cassaday & Co Wealth Management LLC 0.00% New 77 $5K
Raffa Wealth Management, LLC 0.00% Add +4.2% 74 $5K
SBI Securities Co., Ltd. 0.00% Reduce -19.1% 72 $5K
Synergy Investment Management, LLC 0.00% New 68 $5K
Belvedere Trading LLC 0.00% No change 67 $5K
Financial Management Professionals, Inc. 0.00% Reduce -4.3% 67 $5K
Abound Wealth Management 0.00% Reduce -16.0% 63 $4K
Burk Holdings LLC 0.00% New 63 $4K
Summit Securities Group LLC 0.00% Reduce -88.9% 62 $4K
Clayton Financial Group LLC 0.00% No change 60 $4K
Financial Freedom, LLC 0.00% New 56 $4K
Johnson Financial Group, Inc. 0.00% Reduce -82.7% 56 $4K
Bartlett & Co. Wealth Management LLC 0.00% Add +3.8% 55 $4K
Cornerstone Financial Management LLC 0.00% No change 50 $3K
Financial Consulate, Inc. 0.00% Add +284.6% 50 $3K
First Pacific Financial 0.00% New 46 $3K
Community Financial Services Group, LLC 0.00% New 45 $3K
Dogwood Wealth Management LLC 0.00% Add +150.0% 45 $3K
Winch Advisory Services, LLC 0.00% Add +2.3% 45 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +41.9% 44 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $3K
Stone House Investment Management, LLC 0.00% No change 41 $3K
Rachor Investment Advisory Services, LLC 0.00% New 40 $3K
Pacifica Partners Inc. 0.00% No change 34 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -8.6% 32 $2K
PFS Partners, LLC 0.00% No change 31 $2K
Crewe Advisors LLC 0.00% No change 31 $2K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% — 29 $2K
1015 Capital Partners, LLC 0.00% No change 29 $2K
Strive Financial Group ,LLC 0.00% Reduce -41.4% 34 $2K
Penserra Capital Management LLC 0.00% No change 33 $2K
Vermillion Wealth Management, Inc. 0.00% New 28 $2K
Evolution Wealth Management Inc. 0.00% New 27 $2K
MCF Advisors LLC 0.00% Reduce -87.1% 26 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Signature Equity Partners, LLC 0.00% Add +4.2% 25 $2K
Monetary Solutions, Ltd 0.00% No change 23 $2K
Rialto Wealth Management, LLC 0.00% Add +22.2% 22 $2K
IMG Wealth Management, Inc. 0.00% Reduce -77.5% 22 $2K
Arlington Trust Co LLC 0.00% New 22 $2K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
Clark Wealth Partners 0.00% No change 19 $1K
American Capital Advisory, LLC 0.00% Add +100.0% 18 $1K
Principia Wealth Advisory, LLC 0.00% Add +38.5% 18 $1K
Investors Portfolio Services LLC 0.00% Add +6.7% 16 $1K
Dunhill Financial, LLC 0.00% No change 15 $1K
WestEnd Advisors, LLC 0.00% No change 15 $1K
Phillip James Consulting Co. 0.00% New 13 $1K
Aventura Private Wealth, LLC 0.00% No change 14 $970
Key Financial Inc 0.00% Reduce -40.9% 13 $901
Bare Financial Services, Inc 0.00% No change 13 $901
PlanVest Financial, Inc 0.00% — 12 $831
Aspect Partners, LLC 0.00% New 10 $693
Harbor Investment Advisory, LLC 0.00% Reduce -92.0% 10 $693
United Community Bank 0.00% No change 8 $554
Retirement Wealth Solutions LLC 0.00% New 7 $485
First Horizon Corp. 0.00% New 7 $485
Seneschal Advisors, LLC 0.00% No change 6 $416
Nvest Wealth Strategies, Inc. 0.00% New 6 $416
Quaker Wealth Management, LLC 0.00% Add +25.0% 5 $347
Portus Wealth Advisors, LLC 0.00% New 5 $346
Davis Capital Management 0.00% No change 4 $277
Murphy & Mullick Capital Management Corp 0.00% No change 4 $277
TopTier Wealth Management, LLC 0.00% New 4 $277
Intentional Wealth Strategies, LLC 0.00% — 3 $208
Curio Wealth, LLC 0.00% New 3 $208
IMA Advisory Services, Inc. 0.00% No change 3 $207
Valued Wealth Advisors LLC 0.00% No change 2 $147
3 Factor Indexing, LLC 0.00% — 2 $139
Scarborough Advisors, LLC 0.00% No change 2 $139
Torren Management, LLC 0.00% Reduce -86.7% 2 $118
SOA Wealth Advisors, LLC. 0.00% No change 1 $84
Global Wealth Strategies & Associates 0.00% No change 1 $37
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.