Eversource EnergyES

13F holders, Q2 2026 (June 30)
1,126holders +57
134new positions
81sold out
11famous investors
$72.26avg. 13F price*

At the end of Q2 2026, 1,126 institutions reported holding Eversource Energy (ES) in their 13F filings, up 57 from Q1 2026. 134 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($3.1B), State Street Corp. ($2.1B) and Vanguard Capital Management LLC ($1.8B). 11 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions134$267.5M
Exits81$254.4M

All 13F filers, Q1 2026 → Q2 2026: 28,581,217 shares bought and 21,341,720 shares sold, net +7,239,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,126 holders

BlackRock, Inc. 0.05% Add +1.3% 42,706,691 $3.1B
State Street Corp. 0.06% Add +1.1% 28,475,822 $2.1B
Vanguard Capital Management LLC 0.04% Add +0.7% 24,543,557 $1.8B
Vanguard Portfolio Management LLC 0.07% Add +1.2% 20,234,827 $1.5B
Geode Capital Management, LLC 0.04% Add +2.1% 11,541,887 $831.2M
AQR Capital Management 0.27% Add +170.9% 10,684,244 $772.2M
FMR LLC 0.03% Reduce -25.3% 9,557,924 $690.8M
Victory Capital Management Inc. 0.35% Add +16.9% 8,553,991 $618.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +1.4% 6,620,413 $478.5M
Invesco Ltd. 0.03% Add +10.7% 6,056,927 $437.7M
Morgan Stanley 0.02% Add +2.6% 6,038,233 $436.4M
Charles Schwab Investment Management Inc. 0.06% Add +0.3% 5,889,452 $425.6M
Nuveen, LLC 0.09% Add +11.7% 5,153,479 $372.4M
Legal & General Group Plc 0.07% Add +1.7% 4,970,456 $359.2M
Goldman Sachs Group Inc. 0.03% Add +15.1% 4,571,895 $330.4M
Deutsche Bank AG 0.09% Add +184.1% 4,310,891 $311.5M
Norges Bank 0.03% — 4,257,095 $307.7M
HSBC Holdings PLC 0.13% Add +2.8% 3,759,955 $272.1M
Northern Trust Corp. 0.03% Add +2.6% 3,718,094 $268.7M
Magellan Asset Management Ltd 5.55% Reduce -44.4% 3,437,065 $248.4M
Bank of New York Mellon Corp 0.04% Add +3.2% 3,099,703 $224.0M
Royal Bank of Canada 0.03% Reduce -2.0% 2,703,829 $195.4M
Zimmer Partners, LP 4.60% Reduce -19.5% 2,691,701 $194.5M
ProShare Advisors LLC 0.26% Add +4.4% 2,523,412 $182.4M
Amundi 0.04% Add +3.1% 2,372,598 $171.5M
Dimensional Fund Advisors LP 0.03% Add +8.5% 2,271,875 $164.2M
Vanguard Fiduciary Trust Co. 0.03% Add +0.1% 2,112,178 $152.6M
First Trust Advisors LP 0.09% Add +8.1% 2,066,768 $149.4M
UBS Group AG 0.02% Add +7.3% 2,023,242 $146.2M
Franklin Resources Inc. 0.03% Reduce -12.9% 1,969,146 $142.3M
JPMorgan Chase & Co. 0.01% Add +12.0% 1,877,845 $138.5M
Mackenzie Financial Corp. 0.11% Add +35.7% 1,527,855 $110.4M
LSV Asset Management 0.20% Reduce -0.4% 1,509,397 $109.1M
Wells Fargo & Company 0.02% Add +5.8% 1,487,715 $107.5M
Bank of America Corp. 0.01% Reduce -7.3% 1,467,807 $106.1M
Ontario Teachers Pension Plan Board 0.66% Add +4975.2% 1,437,437 $103.9M
Allianz Asset Management GmbH 0.09% Add +14.2% 1,302,147 $94.1M
Empower Advisory Group, LLC 0.22% Add +2.0% 1,301,909 $94.1M
American Century Companies Inc. 0.04% Reduce -42.3% 1,268,647 $91.7M
Schroder Investment Management Group 0.06% Add +13.4% 1,186,578 $87.5M
Bridgewater Associates 0.35% New 1,195,140 $86.4M
Los Angeles Capital Management LLC 0.31% Reduce -39.4% 1,179,781 $85.3M
Robeco Institutional Asset Management B.V. 0.10% Reduce -12.4% 1,149,543 $83.1M
Canada Pension Plan Investment Board 0.04% Add +18.4% 1,096,271 $79.2M
Quantinno Capital Management LP 0.09% Add +37.2% 1,074,021 $77.6M
Swiss National Bank 0.04% Reduce -3.7% 1,060,033 $76.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +7.5% 982,349 $71.0M
Massachusetts Financial Services Co. 0.02% Add +25.2% 970,366 $70.1M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.8% 909,268 $65.7M
Aberdeen Group plc 0.09% Add +4.7% 872,259 $63.0M
California Public Employees Retirement System 0.04% Reduce -12.7% 864,485 $62.5M
M&G PLC 0.32% Reduce -1.7% 865,942 $62.3M
California State Teachers Retirement System 0.06% Reduce -15.3% 854,881 $61.8M
BNP Paribas Financial Markets 0.03% Add +71.9% 827,038 $59.8M
Russell Investments Group, Ltd. 0.05% Add +0.6% 814,809 $59.0M
Vanguard Global Advisers, LLC 0.03% Reduce -1.0% 809,250 $58.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +13.1% 791,436 $57.2M
Man Group plc 0.11% Reduce -17.0% 791,008 $57.2M
Rhumbline Advisers 0.04% Add +2.0% 760,110 $54.9M
Nomura Asset Management Co. Ltd. 0.12% Add +2.5% 751,287 $54.3M
Swedbank AB 0.05% Add +6.5% 747,672 $54.0M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.8% 736,012 $53.2M
National Pension Service 0.03% Add +4.1% 729,627 $52.7M
Vest Financial, LLC 0.55% Add +0.2% 726,705 $52.5M
CANADA LIFE ASSURANCE Co 0.08% Reduce -9.0% 714,545 $51.5M
Old Republic International Corp. 1.91% No change 703,933 $50.9M
Gabelli Funds LLC 0.32% Reduce -9.9% 688,350 $49.7M
Renaissance Technologies 0.07% Add +2172.7% 663,180 $47.9M
New York State Common Retirement Fund 0.06% Reduce -1.5% 637,760 $46.1M
Aviva PLC 0.07% Add +0.7% 627,307 $45.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Reduce -10.2% 598,567 $43.3M
Ieq Capital, LLC 0.20% Add +95.4% 595,400 $43.0M
Boston Trust Walden Corp 0.33% Reduce -8.0% 594,733 $43.0M
Lazard Asset Management LLC 0.06% Add +5.8% 575,878 $41.6M
LPL Financial LLC 0.01% Add +7.1% 561,940 $40.6M
Bank of Montreal 0.01% Add +17.6% 546,300 $39.5M
T. Rowe Price Associates Inc. 0.00% Add +1.3% 539,023 $39.0M
Cerity Partners LLC 0.05% Add +149.7% 537,372 $38.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -21.9% 526,106 $38.0M
Arrowstreet Capital, Limited Partnership 0.02% Add +37.3% 522,622 $37.8M
Vontobel Holding Ltd. 0.12% Add +1.6% 511,826 $37.0M
Electron Capital Partners, LLC 1.46% New 507,164 $36.7M
Citigroup Inc. 0.02% Add +31.7% 496,580 $35.9M
Mariner, LLC 0.04% Add +120.8% 492,896 $35.6M
Retirement Systems of Alabama 0.10% Reduce -0.1% 470,390 $34.0M
Barclays PLC 0.01% Reduce -59.5% 459,749 $33.2M
Freestone Grove Partners LP 0.22% Add +4508.4% 456,830 $33.0M
Stifel Financial Corp. 0.03% Add +5.4% 453,705 $32.8M
KBC Group NV 0.07% Add +0.1% 448,434 $32.4M
AE Wealth Management LLC 0.15% Add +16.6% 443,297 $32.0M
Alps Advisors Inc. 0.15% Add +14.5% 441,320 $31.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -4.1% 432,718 $31.2M
Principal Financial Group Inc. 0.02% Add +1.5% 428,190 $30.9M
HighTower Advisors, LLC 0.03% Add +12.3% 412,545 $29.8M
Alliancebernstein L.P. 0.01% Reduce -4.9% 427,312 $29.6M
Arbejdsmarkedets Tillaegspension 0.63% Add +168.1% 401,800 $29.0M
Royal London Asset Management Ltd. 0.05% Reduce -1.1% 399,707 $28.9M
Danske Bank A/S 0.06% Add +5.2% 395,466 $28.6M
Swiss Life Asset Management Ltd 0.12% Reduce -5.5% 388,873 $28.1M
Maryland State Retirement & Pension System 0.47% Add +5.8% 377,225 $27.3M
Vanguard Investments Australia, Ltd. 0.07% Add +2.6% 375,381 $27.1M
Wedge Capital Management L L P 0.42% Add +13.2% 352,400 $25.5M
KLP Kapitalforvaltning As 0.08% Add +7.5% 349,793 $25.3M
Brookstone Capital Management 0.25% Add +91.3% 347,645 $25.1M
Raymond James Financial Inc. 0.01% Add +1.9% 341,015 $24.6M
New York State Teachers Retirement System 0.04% Add +2.9% 335,167 $24.2M
Jefferies Financial Group Inc. 0.23% New 334,254 $24.2M
Korea Investment CORP 0.05% Reduce -17.4% 333,002 $24.1M
SG Americas Securities, LLC 0.01% Reduce -6.4% 322,836 $23.3M
Envestnet Asset Management Inc. 0.01% Reduce -1.6% 321,757 $23.3M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.0% 312,059 $22.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -1.0% 310,980 $22.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +42.1% 304,609 $22.0M
Cetera Investment Advisers 0.02% Add +8.3% 291,307 $21.1M
Beck Bode, LLC 3.01% New 275,147 $19.9M
Macquarie Group Ltd. 0.09% Add +8.1% 274,110 $19.8M
Ameriprise Financial Inc. 0.00% Reduce -14.6% 272,627 $19.7M
Aware Super Pty Ltd as trustee of Aware Super 0.28% New 271,578 $19.6M
Ensign Peak Advisors, Inc 0.03% Add +93.5% 263,097 $19.0M
PNC Financial Services Group, Inc. 0.01% Reduce -3.7% 259,285 $18.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -50.8% 257,012 $18.6M
Creative Planning 0.01% Add +50.6% 256,710 $18.6M
Mercer Global Advisors Inc. 0.02% Add +109.3% 255,957 $18.5M
Pictet Asset Management Holding SA 0.02% Add +12.6% 255,762 $18.5M
Sound Income Strategies, LLC 0.82% Add +0.3% 254,130 $18.4M
Arax Advisory Partners 0.12% Add +2800.5% 252,056 $18.2M
AMF Tjanstepension AB 0.11% No change 251,833 $18.2M
Wealth Enhancement Advisory Services, LLC 0.03% Add +74.7% 255,794 $17.4M
Act Two Investors LLC 3.48% Reduce -41.8% 238,057 $17.2M
Commonwealth Equity Services, LLC 0.02% Reduce -1.3% 237,230 $17.1M
State of Wisconsin Investment Board 0.03% Reduce -10.4% 234,609 $17.0M
Focus Partners Wealth 0.02% Reduce -34.0% 231,611 $16.7M
Voya Investment Management LLC 0.02% Add +21.9% 230,565 $16.7M
Verition Fund Management LLC 0.13% New 228,152 $16.5M
APG Asset Management N.V. 0.04% Add +38.3% 258,735 $16.4M
Systematic Alpha Investments, LLC 0.44% No change 226,152 $16.3M
Sei Investments Co. 0.01% Reduce -51.3% 224,234 $16.2M
ASR Vermogensbeheer N.V. 0.17% Add +13.0% 222,297 $16.1M
Prudential Financial Inc. 0.02% Add +3.0% 212,068 $15.3M
Janney Montgomery Scott LLC 0.03% Add +5.7% 211,825 $15.3M
TD Asset Management Inc 0.01% Add +1.7% 211,607 $15.3M
Prudential PLC 0.10% Add +11.9% 203,808 $14.7M
Worldquant Millennium Advisors LLC 0.05% Reduce -31.2% 200,583 $14.5M
National Bank of Canada 0.01% Reduce -8.5% 200,372 $14.5M
Treasurer of the State of North Carolina 0.04% Add +22.8% 197,453 $14.3M
Harvest Portfolios Group Inc. 0.20% Add +18.0% 194,219 $14.0M
John G Ullman & Associates Inc. 1.61% Reduce -5.2% 183,791 $13.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.6% 181,860 $13.1M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +1.1% 180,036 $13.0M
Wealthfront Advisers LLC 0.02% Reduce -2.7% 174,416 $12.6M
Toronto Dominion Bank 0.02% Add +45.9% 173,528 $12.5M
Van Eck Associates Corp. 0.01% Add +12.0% 170,234 $12.3M
Asset Management One Co., Ltd. 0.03% Add +4.4% 165,563 $12.0M
ING Groep NV 0.06% Reduce -25.8% 164,372 $11.9M
Guggenheim Capital LLC 0.08% Reduce -7.5% 162,253 $11.7M
Citadel Advisors 0.01% Reduce -14.3% 162,200 $11.7M
Meiji Yasuda Asset Management Co Ltd. 0.52% Add +6.9% 160,564 $11.6M
ZWJ Investment Counsel Inc. 0.36% Add +2.5% 154,781 $11.2M
Storebrand Asset Management As 0.03% Reduce -1.6% 154,148 $11.1M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -0.3% 146,796 $10.6M
Sanctuary Advisors, LLC 0.05% Add +22.0% 144,301 $10.4M
Fifth Third Bancorp 0.02% Add +11.9% 143,329 $10.4M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.5% 142,071 $10.3M
Aventail Capital Group, LP 0.59% Reduce -51.9% 142,457 $10.3M
CIBC Asset Management Inc 0.02% Add +44.9% 133,834 $9.7M
Ethic Inc. 0.12% Reduce -6.1% 132,466 $9.6M
GAMCO Investors 0.08% Reduce -3.3% 129,642 $9.4M
Yousif Capital Management, LLC 0.10% Reduce -3.4% 128,265 $9.3M
D. E. Shaw & Co. 0.01% Add +47.5% 127,024 $9.2M
Captrust Financial Advisors 0.01% Add +74.8% 127,014 $9.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -2.7% 120,676 $8.7M
Assetmark, Inc. 0.01% Add +14.4% 119,089 $8.6M
Soltis Investment Advisors LLC 0.49% Add +12.4% 118,065 $8.5M
Federation des caisses Desjardins du Quebec 0.03% Add +2.1% 116,579 $8.4M
DNB Asset Management AS 0.02% Add +6.1% 116,478 $8.4M
IFM Investors Pty Ltd 0.06% Add +6.0% 116,456 $8.4M
Public Employees Retirement System of Ohio 0.02% Add +0.7% 113,134 $8.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +12.8% 113,070 $8.2M
RWC Asset Management LLP 0.34% Reduce -1.6% 112,645 $8.1M
Investment Management Corp of Ontario 0.10% Add +70.0% 109,912 $7.9M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -23.9% 109,536 $7.9M
Osaic Holdings, Inc. 0.01% Add +3.9% 109,121 $7.9M
Osmosis Investment Management UK Ltd 0.36% Reduce -52.1% 108,643 $7.9M
Concurrent Investment Advisors, LLC 0.07% Add +32.0% 108,262 $7.8M
Eurizon Capital SGR S.p.A. 0.02% Reduce -15.6% 107,817 $7.8M
Arizona State Retirement System 0.04% Add +5.7% 107,759 $7.8M
Public Sector Pension Investment Board 0.02% Add +0.6% 107,391 $7.8M
Czech National Bank 0.04% Add +4.8% 107,047 $7.7M
State of Michigan Retirement System 0.03% No change 106,833 $7.7M
Hancock Whitney Corp. 0.13% New 104,718 $7.6M
Advisors Asset Management, Inc. 0.11% Add +60.6% 102,948 $7.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -0.6% 100,040 $7.2M
Nykredit A/S 0.03% — 97,767 $7.1M
Natixis Advisors, LLC 0.01% Add +4.2% 96,218 $7.0M
DekaBank Deutsche Girozentrale 0.01% No change 101,201 $6.9M
Thrivent Financial for Lutherans 0.01% Add +6.7% 95,061 $6.9M
Ausbil Investment Management Ltd 3.10% No change 94,876 $6.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.8% 91,091 $6.6M
Raiffeisen Bank International AG 0.08% Add +1.7% 89,138 $6.6M
Candriam S.C.A. 0.03% Reduce -0.8% 87,389 $6.3M
1834 Investment Advisors Co. 0.71% Add +16.7% 86,248 $6.2M
Edgemoor Investment Advisors, Inc. 0.43% Add +4.5% 86,228 $6.2M
MetLife Investment Management, LLC 0.03% Reduce -1.9% 86,035 $6.2M
Schnieders Capital Management, Llc. 0.82% Add +3.4% 85,704 $6.2M
Brick & Kyle, Associates 2.03% No change 88,865 $6.2M
Bank of Nova Scotia 0.01% Reduce -11.1% 84,973 $6.1M
Cresset Asset Management, LLC 0.02% Add +12.8% 84,891 $6.1M
Gotham Asset Management 0.01% Add +7.4% 84,265 $6.1M
CIBC Bancorp USA Inc. 0.01% Reduce -14.8% 83,400 $6.0M
State of Tennessee, Department of Treasury 0.02% Add +11.9% 83,105 $6.0M
Woodline Partners LP 0.02% Add +11.7% 82,071 $5.9M
Corient Private Wealth LP 0.01% Add +4.0% 81,821 $5.9M
Xponance LLC 0.04% Reduce -3.4% 81,065 $5.9M
Neuberger Berman Group LLC 0.00% Add +11.5% 80,430 $5.8M
O'shaughnessy Asset Management, LLC 0.03% Reduce -18.8% 80,069 $5.8M
Westpac Banking Corp. 0.35% Reduce -16.4% 78,583 $5.7M
Nordea Investment Management AB 0.00% Reduce -92.5% 77,608 $5.7M
Ofi Invest Asset Management 0.06% Reduce -29.1% 86,392 $5.6M
Stephens Inc. 0.06% Add +9.9% 77,914 $5.6M
Kestra Advisory Services, LLC 0.02% Add +91.2% 76,746 $5.5M
Empowered Funds, LLC 0.03% Add +53.3% 76,205 $5.5M
Jones Financial Companies LLLP 0.00% Add +28.7% 74,784 $5.5M
Abn Amro Investment Solutions 0.05% Reduce -21.5% 75,658 $5.5M
B. Metzler seel. Sohn & Co. AG 0.05% Add +101.6% 75,261 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.6% 74,344 $5.4M
Morgan Dempsey Capital Management LLC 2.29% Add +3.1% 73,953 $5.3M
Daiwa Securities Group Inc. 0.01% Add +4.0% 73,748 $5.3M
Generali Asset Management SPA SGR 0.09% Reduce -5.8% 72,557 $5.2M
GMO 0.01% New 71,900 $5.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.3% 69,574 $5.0M
LBP Am SA 0.05% No change 69,409 $5.0M
Nisa Investment Advisors, LLC 0.02% Reduce -9.5% 69,329 $5.0M
Illinois Municipal Retirement Fund 0.06% No change 69,048 $5.0M
Vanguard Personalized Indexing Management, LLC 0.04% Add +1.3% 66,213 $4.8M
Tidal Investments LLC 0.01% Add +17.3% 65,975 $4.8M
Amalgamated Bank 0.03% Reduce -7.6% 65,835 $4.8M
Kinloch Capital, LLC 1.72% Add +2.2% 65,120 $4.7M
CWA Asset Management Group, LLC 0.14% Add +17.3% 64,962 $4.7M
Millennium Management 0.00% Add +22.6% 64,917 $4.7M
Riverview Capital Advisers, LLC 1.33% Reduce -1.3% 64,421 $4.7M
Jupiter Topco LLC 0.00% — 63,158 $4.6M
Burney Co./ 0.12% Reduce -4.1% 63,108 $4.6M
Rakuten Investment Management, Inc. 0.01% Add +10.4% 61,499 $4.5M
Natixis 0.02% Reduce -39.2% 62,220 $4.5M
Merit Financial Group, LLC 0.03% Add +128.8% 62,198 $4.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -84.7% 61,346 $4.4M
NEOS Investment Management LLC 0.02% Add +13.8% 61,180 $4.4M
Commerce Bank 0.02% Reduce -2.4% 58,839 $4.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 58,500 $4.2M
Bfsg, LLC 0.38% Add +7.1% 58,477 $4.2M
Morningstar Investment Management LLC 0.26% No change 59,884 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.1% 57,231 $4.1M
Plato Investment Management Ltd 0.24% Add +0.3% 57,544 $4.1M
Utah Retirement Systems 0.04% Reduce -6.4% 57,094 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +9.0% 56,347 $4.1M
New York Life Investment Management LLC 0.03% Add +0.3% 56,158 $4.1M
Pathstone Holdings, LLC 0.01% Add +0.8% 55,436 $4.0M
Integrated Wealth Concepts LLC 0.03% Add +55.4% 55,071 $4.0M
NewEdge Advisors, LLC 0.01% Add +22.1% 54,786 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Add +3.4% 52,864 $3.8M
Catherine Avery Investment Management LLC 1.62% Reduce -6.7% 51,329 $3.7M
Legato Capital Management LLC 0.31% Reduce -6.7% 51,329 $3.7M
Baird Financial Group, Inc. 0.01% Reduce -13.3% 50,931 $3.7M
Pinnacle Associates Ltd. 0.04% Add +4.3% 50,590 $3.7M
Caisse de depot et placement du Quebec 0.01% Add +3.6% 50,279 $3.6M
Elo Mutual Pension Insurance Co 0.05% Reduce -35.9% 49,931 $3.6M
Andra AP-fonden 0.04% Reduce -20.3% 49,876 $3.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +88.3% 49,579 $3.6M
Avanza Fonder AB 0.08% Add +33.0% 49,113 $3.5M
1832 Asset Management L.P. 0.00% New 48,445 $3.5M
Slagle Financial, LLC 1.03% New 47,641 $3.4M
Vinva Investment Management Ltd 0.02% Add +4.3% 46,536 $3.4M
Convergence Investment Partners, LLC 0.32% Add +82.5% 47,062 $3.4M
Fulcrum Asset Management LLP 0.33% Reduce -30.7% 45,525 $3.4M
MML Investors Services, LLC 0.01% Add +23.3% 46,290 $3.3M
Oregon Public Employees Retirement Fund 0.04% Add +7.7% 46,260 $3.3M
USS Investment Management Ltd 0.01% Reduce -24.8% 45,515 $3.3M
Siemens Fonds Invest GmbH 0.16% No change 44,938 $3.2M
Brighton Jones LLC 0.06% Add +143.7% 44,790 $3.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -27.5% 44,587 $3.2M
Credit Agricole S A 0.01% Reduce -34.3% 44,574 $3.2M
UniSuper Management Pty Ltd 0.02% Add +5.3% 43,048 $3.1M
Inspire Advisors, LLC 0.21% Add +7.2% 42,667 $3.1M
OP Asset Management Ltd 0.03% Add +11.1% 42,365 $3.1M
Genus Capital Management Inc. 0.30% Reduce -0.1% 42,340 $3.1M
Somerset Trust Co 0.86% Add +1.1% 42,110 $3.0M
Vaughan David Investments LLC 0.06% Reduce -3.2% 42,015 $3.0M
Sequoia Financial Advisors, LLC 0.01% Add +43.8% 41,640 $3.0M
Rafferty Asset Management, LLC 0.01% Add +36.8% 41,537 $3.0M
Chicago Partners Investment Group LLC 0.06% Add +109.0% 38,773 $2.9M
Heritage Trust Co 0.25% Reduce -0.0% 39,939 $2.9M
Allstate Corp. 0.03% Add +1.6% 39,379 $2.8M
Rothschild Investment LLC 0.11% Add +531.4% 39,154 $2.8M
Summit Trail Advisors, LLC 0.04% Add +2.9% 38,822 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -2.9% 38,750 $2.8M
ProVise Management Group, LLC 0.19% Add +3.8% 38,633 $2.8M
McKinley Carter Wealth Services, Inc. 0.14% Add +5.8% 38,560 $2.8M
Jacobs Levy Equity Management, Inc. 0.01% Add +11.4% 38,256 $2.8M
Ostrum Asset Management 0.13% Add +57.2% 37,700 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -44.1% 37,389 $2.7M
Bleakley Financial Group, LLC 0.03% Add +241.3% 37,365 $2.7M
St Germain D J Co. Inc. 0.10% Add +15.9% 37,160 $2.7M
US Bancorp \de 0.00% Add +3.5% 37,116 $2.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.01% Reduce -69.7% 36,950 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -2.8% 36,849 $2.7M
Focus Partners Advisor Solutions, LLC 0.02% Add +112.3% 36,529 $2.6M
Great Valley Advisor Group, Inc. 0.04% Add +8.4% 36,083 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.4% 36,019 $2.6M
Blair William & Co. 0.01% Add +42.8% 35,811 $2.6M
Arvest Bank Trust Division 0.13% Reduce -5.8% 35,706 $2.6M
Two Sigma Investments, LP 0.00% Add +45.9% 35,299 $2.6M
Horizon Investments, LLC 0.03% Add +1.1% 35,120 $2.5M
HB Wealth Management, LLC 0.01% Add +47.7% 35,105 $2.5M
Northcape Wealth Management, LLC 0.66% Add +0.7% 34,672 $2.5M
Central Valley Advisors, LLC 0.64% Add +3.3% 34,612 $2.5M
Mirova US LLC 0.03% Reduce -23.1% 33,715 $2.4M
Neville Rodie & Shaw Inc. 0.15% Add +0.0% 32,626 $2.4M
Moors & Cabot, Inc. 0.09% Reduce -4.2% 32,096 $2.3M
TD Waterhouse Canada Inc. 0.01% Add +4.4% 31,726 $2.3M
Rodgers Brothers Inc. 0.22% New 31,493 $2.3M
Dynamic Advisor Solutions LLC 0.06% Add +17.4% 31,396 $2.3M
Alerus Financial NA 0.10% Add +114.0% 30,498 $2.2M
DC Investments Management, LLC 0.75% No change 30,471 $2.2M
Glenmede Trust Co. NA 0.01% Reduce -12.5% 30,061 $2.2M
Ascent Group, LLC 0.06% Reduce -6.3% 30,054 $2.2M
MAI Capital Management 0.01% Add +222.2% 29,832 $2.2M
iA Global Asset Management Inc. 0.03% Add +8.1% 29,702 $2.1M
Mizuho Securities USA LLC 0.03% Add +29.8% 29,443 $2.1M
Allianz SE 0.02% Reduce -22.9% 29,439 $2.1M
Norinchukin Bank, The 0.02% Add +0.3% 29,417 $2.1M
AlphaCore Capital LLC 0.04% Add +69.2% 29,274 $2.1M
Atria Investments, Inc 0.02% Reduce -26.3% 29,206 $2.1M
Edmp, Inc. 1.69% Add +0.1% 29,101 $2.1M
EP Wealth Advisors, LLC 0.01% Add +19.8% 28,925 $2.1M
Achmea Investment Management B.V. 0.05% New 28,802 $2.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,728 $2.1M
AG2R La Mondiale Gestion D'actifs 0.08% Add +7.6% 28,627 $2.1M
Truist Financial Corp. 0.00% Add +1.1% 28,585 $2.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -0.9% 28,587 $2.1M
Stonebridge Financial Group, LLC 0.16% Add +4.7% 28,364 $2.0M
Pacer Advisors, Inc. 0.01% Add +49.9% 28,122 $2.0M
Lido Advisors, LLC 0.01% Add +33.5% 28,035 $2.0M
SHP Wealth Management 0.14% Reduce -1.8% 27,956 $2.0M
Intech Investment Management LLC 0.02% Reduce -7.7% 27,629 $2.0M
Howard Capital Management, LLC 0.02% Add +19.8% 27,171 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 27,167 $2.0M
Mondrian Investment Partners LTD 0.03% Reduce -7.0% 27,101 $2.0M
Ironwood Investment Counsel, LLC 0.26% Add +25.6% 27,034 $2.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.11% New 26,927 $1.9M
Kintegral Advisory, LLC 0.16% No change 26,867 $1.9M
Steel Grove Capital Advisors, LLC 0.18% Reduce -1.6% 26,692 $1.9M
&partners 0.01% Reduce -5.3% 26,385 $1.9M
Saudi Central Bank 0.02% Add +90.0% 26,309 $1.9M
Ellsworth Advisors, LLC 0.31% Add +17.3% 25,658 $1.9M
Employees Retirement System of Texas 0.02% New 26,055 $1.9M
Stratos Wealth Advisors, LLC 0.10% Add +0.5% 25,663 $1.9M
Bollard Group LLC 0.06% Reduce -1.6% 25,582 $1.8M
Bull Harbor Capital LLC 0.36% Add +66.2% 25,418 $1.8M
Arvest Investments, Inc. 0.22% Reduce -2.5% 25,102 $1.8M
Argent Advisors, Inc. 0.45% Reduce -3.6% 24,934 $1.8M
NorthCrest Asset Manangement, LLC 0.05% Add +154.1% 23,953 $1.8M
Nomura Holdings Inc. 0.01% Add +108.2% 24,469 $1.8M
D.A. Davidson & Co. 0.01% Add +1.2% 24,332 $1.8M
Pallas Capital Advisors LLC 0.05% Add +217.8% 24,306 $1.8M
Caprock Group, LLC 0.03% Reduce -5.0% 24,030 $1.7M
Allworth Financial LP 0.01% Add +90.2% 23,991 $1.7M
Kentucky Retirement Systems 0.04% New 23,706 $1.7M
Capital Investment Advisors, LLC 0.02% Reduce -1.1% 23,256 $1.7M
Private Advisor Group, LLC 0.01% Reduce -21.6% 23,245 $1.7M
Savant Capital, LLC 0.00% Reduce -6.2% 23,142 $1.7M
Arkadios Wealth Advisors 0.03% Add +42.3% 22,920 $1.7M
JB Capital LLC 0.06% Reduce -4.2% 22,610 $1.6M
Pinebridge Investments LLC 0.01% Add +13.0% 22,167 $1.6M
Apollon Wealth Management, LLC 0.02% Add +37.4% 22,137 $1.6M
Krilogy Financial LLC 0.05% Add +217.9% 22,043 $1.6M
M&T Bank Corp 0.00% Reduce -4.8% 21,825 $1.6M
Metis Global Partners, LLC 0.04% Reduce -5.4% 21,613 $1.6M
First PREMIER Bank 0.25% Reduce -0.3% 21,519 $1.6M
South Dakota Investment Council 0.03% Reduce -2.8% 20,966 $1.5M
Measured Wealth Private Client Group, LLC 0.37% Add +5.5% 20,931 $1.5M
Essex Financial Services, Inc. 0.08% Add +7.8% 20,910 $1.5M
Resources Management Corp. /CT/ 0.19% No change 20,782 $1.5M
Hartford Investment Management Co. 0.04% Reduce -3.1% 20,772 $1.5M
Jane Street Group, LLC 0.00% Reduce -5.6% 20,530 $1.5M
Mystic Asset Management, Inc. 0.32% Add +2.3% 20,489 $1.5M
Crossmark Global Holdings, Inc. 0.02% Add +1.6% 20,204 $1.5M
Spirit of America Management Corp. 0.27% No change 20,050 $1.4M
Opal Capital LLC 0.25% Add +21.4% 19,645 $1.4M
Louisiana State Employees Retirement System 0.02% Add +0.5% 19,200 $1.4M
Evolve Private Wealth, LLC 0.08% Add +150.2% 19,074 $1.4M
Waddell & Associates, LLC 0.07% Add +95.2% 18,807 $1.4M
Vise Technologies, Inc. 0.02% Add +63.1% 18,614 $1.3M
New Mexico Educational Retirement Board 0.03% Add +8.1% 18,616 $1.3M
McKinney Capital Management, LLC 0.53% Add +16.4% 18,478 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -2.1% 18,471 $1.3M
PFG Investments, LLC 0.05% Reduce -0.0% 18,470 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +13.8% 18,440 $1.3M
GeoWealth Management, LLC 0.04% Reduce -14.1% 18,375 $1.3M
Squarepoint Ops LLC 0.00% Add +81.4% 18,093 $1.3M
Leisure Capital Management 0.41% Add +0.8% 18,069 $1.3M
Parcion Private Wealth LLC 0.07% Add +157.7% 17,969 $1.3M
Benjamin Edwards Inc. 0.01% Reduce -2.0% 17,430 $1.3M
Waverly Advisors, LLC 0.01% Add +180.7% 17,388 $1.3M
Inspire Investing, LLC 0.05% Add +15.7% 17,355 $1.3M
Camelot Portfolios, LLC 0.89% Reduce -25.2% 17,311 $1.3M
Sivia Capital Partners, LLC 0.15% Add +145.4% 17,070 $1.2M
Marks Group Wealth Management, Inc 0.11% Add +1.9% 16,827 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -41.8% 16,735 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -22.0% 16,366 $1.2M
Constant Guidance Financial LLC 0.74% New 16,349 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +10.5% 16,138 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +5.9% 16,130 $1.2M
Citizens Financial Group Inc. 0.01% Add +124.5% 16,085 $1.2M
BOS Asset Management, LLC 0.27% Add +16.4% 16,033 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -4.1% 15,984 $1.2M
Eastern Bank 0.02% Reduce -10.3% 15,945 $1.2M
Odyssean, LLC 0.19% Add +2.0% 15,897 $1.1M
Global Retirement Partners, LLC 0.02% — 15,867 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -91.0% 15,723 $1.1M
Wellington Management Group LLP 0.00% Reduce -99.3% 15,621 $1.1M
Navellier & Associates Inc. 0.09% Add +34.3% 15,474 $1.1M
Quantitative Investment Management, LLC 0.12% New 15,443 $1.1M
Prosperity Consulting Group, LLC 0.04% Add +11.6% 15,412 $1.1M
Icon Advisers Inc. 0.21% No change 15,300 $1.1M
Accurate Wealth Management, LLC 0.11% Reduce -7.9% 14,737 $1.1M
Cibc World Market Inc. 0.00% Add +102.2% 15,253 $1.1M
Diametric Capital, LP 0.12% New 15,161 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.09% No change 15,079 $1.1M
Aaron Wealth Advisors LLC 0.06% Reduce -6.2% 15,066 $1.1M
Soros Fund Management 0.02% Reduce -0.0% 14,890 $1.1M
Keybank National Association 0.00% Add +38.6% 14,872 $1.1M
Hazelview Securities Inc. 0.15% New 14,430 $1.1M
San Luis Wealth Advisors LLC 0.16% Reduce -4.3% 14,850 $1.1M
Farther Finance Advisors, LLC 0.01% Add +5.7% 14,809 $1.1M
Miller Howard Investments Inc. 0.03% Add +3.7% 14,808 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +19.9% 14,766 $1.1M
MUFG Securities EMEA plc 0.01% Reduce -4.5% 14,691 $1.1M
J. Safra Sarasin Holding AG 0.01% Add +179.6% 14,665 $1.0M
Park Avenue Securities LLC 0.01% Reduce -13.8% 14,270 $1.0M
Hilton Head Capital Partners, LLC 0.52% No change 14,167 $1.0M
Bradley Foster & Sargent Inc. 0.01% Reduce -26.3% 13,955 $1.0M
Landscape Capital Management, L.L.C. 0.07% Reduce -63.4% 13,857 $1.0M
Twin City Private Wealth, LLC 0.69% Reduce -0.0% 13,633 $985K
Blackhawk Capital Partners, LLC 0.32% New 13,619 $984K
United Asset Strategies, Inc. 0.07% Add +2.2% 13,606 $983K
Penobscot Investment Management Company, Inc. 0.07% Add +2.8% 13,538 $978K
QRG Capital Management, Inc. 0.01% Add +16.0% 13,506 $976K
Fideuram Asset Management (Ireland) dac 0.02% New 13,727 $974K
Great Oak Capital Partners, LLC 0.21% Reduce -17.1% 13,001 $973K
Finivi Inc. 0.50% Reduce -0.1% 13,437 $971K
Life Cycle Investment Partners Ltd 0.00% Reduce -5.7% 13,285 $960K
Transcend Capital Advisors, LLC 0.06% Add +254.1% 13,214 $955K
Modern Wealth Management, LLC 0.01% Add +16.8% 13,172 $952K
Wilkins Investment Counsel Inc. 0.13% No change 13,145 $950K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.0% 13,134 $949K
Wincap Financial LLC 0.51% No change 13,092 $946K
Leonteq Securities AG 0.06% Reduce -52.5% 13,049 $943K
IFP Advisors, Inc 0.02% Add +240.1% 12,972 $937K
Vestcor Inc 0.02% Reduce -9.0% 12,947 $936K
Alethea Capital Management, LLC 0.39% New 12,915 $933K
GAMMA Investing LLC 0.03% Reduce -2.0% 12,907 $933K
J.W. Cole Advisors, Inc. 0.02% Add +0.8% 12,851 $929K
Manske Wealth Management 0.23% Reduce -3.3% 12,788 $924K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.4% 12,710 $919K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +7.1% 12,703 $918K
Aster Capital Management (DIFC) Ltd 0.19% Add +868.3% 12,646 $914K
Baker Avenue Asset Management, LP 0.02% Add +36.7% 12,643 $914K
Principal Securities, Inc. 0.01% Reduce -2.2% 12,621 $912K
Union Savings Bank 0.36% No change 12,496 $903K
Empirical Finance, LLC 0.04% Add +3.7% 12,493 $903K
Vident Advisory, LLC 0.01% Reduce -2.6% 12,464 $901K
Exchange Traded Concepts, LLC 0.00% Reduce -2.1% 12,381 $895K
Principle Wealth Partners LLC 0.04% Reduce -32.7% 12,256 $886K
Belpointe Asset Management LLC 0.03% Add +42.6% 12,165 $879K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 12,057 $871K
Redwood Investment Management, LLC 0.09% Add +14.9% 12,022 $869K
Hardman Johnston Global Advisors LLC 0.03% No change 12,000 $867K
Intrua Financial, LLC 0.08% Reduce -3.3% 11,982 $866K
Neo Ivy Capital Management 0.20% New 11,916 $861K
Revisor Wealth Management LLC 0.21% Reduce -0.9% 11,851 $857K
Profund Advisors LLC 0.02% Reduce -8.0% 11,777 $851K
Mission Wealth Management, LP 0.01% New 11,745 $849K
SlateStone Wealth, LLC 0.06% Add +2.0% 11,721 $847K
Daiichi Life Insurance Co., Ltd. 0.02% No change 11,689 $845K
Syon Capital LLC 0.04% Add +0.1% 11,660 $843K
Advisory Services Network, LLC 0.01% Add +5.2% 11,588 $838K
Canada Post Corp Registered Pension Plan 0.03% No change 11,540 $834K
Quadrant Capital Group LLC 0.02% Reduce -3.4% 11,539 $834K
Signaturefd, LLC 0.01% Reduce -1.8% 11,516 $832K
Sterling Capital Management LLC 0.01% Reduce -18.4% 11,355 $821K
Great Lakes Advisors, LLC 0.01% Reduce -24.8% 11,348 $820K
Oppenheimer & Co. Inc. 0.01% Add +18.8% 11,347 $820K
EverSource Wealth Advisors, LLC 0.03% Add +63.3% 11,331 $819K
Mufg Securities Americas Inc. 0.04% Add +9.1% 11,328 $819K
Zacks Investment Management 0.01% Reduce -16.3% 11,310 $817K
Centennial Wealth Advisory LLC 0.18% Add +8.5% 11,274 $815K
Boston Common Asset Management, LLC 0.05% Reduce -1.3% 11,253 $813K
North Dakota State Investment Board 0.03% Add +4.0% 11,165 $807K
Brown Brothers Harriman & Co. 0.00% Add +86.8% 11,113 $803K
Centerpoint Advisors, LLC 0.23% No change 10,983 $794K
Curi Capital, LLC 0.01% Add +55.4% 10,832 $783K
CI Investments Inc. 0.00% New 10,799 $780K
OneDigital Investment Advisors LLC 0.01% Add +0.3% 10,734 $776K
Claro Advisors Inc. 0.08% Add +10.6% 10,661 $770K
Kiker Wealth Management, LLC 0.30% New 10,544 $762K
Kera Capital Partners, Inc. 0.07% Add +37.6% 10,523 $760K
Wbi Investments, LLC 0.19% Add +1.1% 10,481 $757K
HUB Investment Partners, LLC 0.01% Add +19.0% 10,425 $753K
Independent Advisor Alliance 0.02% Add +2.0% 10,415 $753K
Moneco Advisors, LLC 0.05% Add +10.6% 10,388 $751K
Securian Asset Management, Inc. 0.03% Reduce -1.0% 9,987 $745K
Panagora Asset Management Inc. 0.00% Reduce -3.5% 10,289 $744K
Gsa Capital Partners LLP 0.05% Add +139.9% 10,093 $729K
STRS Ohio 0.00% Add +11.1% 9,982 $721K
Partners Capital Investment Group, LLP 0.03% Add +67.5% 9,929 $718K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Add +1.8% 9,838 $711K
SteelPeak Wealth, LLC 0.02% New 9,798 $708K
Daymark Wealth Partners, LLC 0.02% Add +19.0% 9,745 $704K
Csenge Advisory Group 0.03% Reduce -1.6% 9,724 $703K
West Family Investments, Inc. 0.20% New 9,717 $702K
Flagship Harbor Advisors, LLC 0.03% Reduce -11.3% 9,661 $698K
BetterWealth, LLC 0.12% Add +0.0% 9,502 $687K
Kepler Cheuvreux (Suisse) SA 0.04% New 9,498 $686K
Abel Hall, LLC 0.12% Reduce -1.2% 9,428 $681K
Ascentis Wealth Management, LLC 0.11% Add +1.1% 9,397 $679K
First Manhattan Co. Llc. 0.00% No change 9,396 $679K
Holderness Investments Co. 0.11% Add +9.6% 9,335 $675K
Live Oak Private Wealth LLC 0.08% No change 9,265 $670K
Tableaux LLC 0.28% No change 9,218 $666K
Finer Wealth Management, Inc. 0.30% Add +4.0% 9,190 $664K
V-Square Quantitative Management LLC 0.06% Reduce -0.9% 9,185 $664K
VestGen Advisors, LLC 0.02% Add +8.0% 9,164 $662K
Central Pacific Bank - Trust Division 0.07% No change 9,142 $661K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.4% 9,075 $656K
Inscription Capital, LLC 0.06% Add +2.7% 8,990 $650K
Frec Markets, Inc. 0.06% New 8,972 $648K
Trivium Point Advisory, LLC 0.06% Reduce -3.2% 8,963 $648K
Armstrong Advisory Group, Inc. 0.04% Add +0.2% 8,870 $641K
New England Capital Financial Advisors LLC 0.15% Add +0.1% 8,865 $641K
Creative Financial Designs Inc. 0.03% Add +1.5% 8,852 $640K
NorthCoast Asset Management LLC 0.01% Add +0.1% 8,839 $639K
Global X Japan Co., Ltd. 0.02% Add +4.9% 8,832 $638K
Federated Hermes, Inc. 0.00% Add +3.2% 8,825 $638K
Mgo One Seven LLC 0.01% Add +7.9% 8,733 $631K
Voya Financial Advisors, Inc. 0.06% Reduce -5.0% 8,540 $630K
Lombard Odier Asset Management (Switzerland) SA 0.02% Reduce -14.8% 8,679 $627K
QTR Family Wealth, LLC 0.22% Add +99.7% 8,593 $621K
Silver Oak Securities, Incorporated 0.04% Add +9.1% 8,587 $621K
Balyasny Asset Management L.P. 0.00% Add +52.4% 8,536 $617K
Rothschild Wealth LLC 0.05% Add +87.9% 8,512 $615K
Vista Investment Partners LLC 0.15% Reduce -0.0% 8,482 $613K
Greenleaf Trust 0.01% Reduce -2.5% 8,467 $612K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -0.5% 8,357 $604K
Anchor Bay Capital, Inc. 0.32% — 8,421 $599K
Valmark Advisers, Inc. 0.01% Reduce -1.0% 8,291 $599K
Jackson Thornton Wealth Management, LLC 0.05% Add +111.7% 8,281 $598K
Coldstream Capital Management Inc. 0.01% Reduce -21.3% 8,265 $597K
Wedbush Securities Inc. 0.02% Add +27.9% 8,239 $595K
Evergreen Capital Management LLC 0.01% Reduce -14.2% 8,149 $589K
Choreo, LLC 0.01% Add +1.8% 8,144 $589K
Baker Ellis Asset Management LLC 0.06% No change 8,107 $586K
Blue Chip Partners, LLC 0.04% New 8,060 $582K
Caerus Investment Advisors, LLC 0.19% Add +147.2% 7,907 $571K
Axq Capital, LP 0.06% New 7,899 $571K
Martingale Asset Management L P 0.01% Reduce -1.1% 7,841 $567K
SYM FINANCIAL Corp 0.05% New 7,813 $565K
Hilltop Holdings Inc. 0.05% Reduce -2.7% 7,791 $563K
Amica Mutual Insurance Co. 0.05% Reduce -22.0% 7,745 $560K
Inceptionr LLC 0.14% Reduce -60.1% 7,720 $558K
KCM Investment Advisors LLC 0.02% Reduce -0.4% 7,713 $557K
Tema ETFs LLC 0.02% Add +10.4% 7,668 $554K
Orion Porfolio Solutions, LLC 0.00% Reduce -9.4% 7,620 $551K
Crestwood Advisors Group, LLC 0.01% Add +13.5% 7,608 $550K
Bahl & Gaynor LLC 0.00% No change 7,598 $549K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.3% 7,576 $548K
Valley Brook Capital Group, Inc. 0.31% No change 7,528 $544K
Hills Bank & Trust Co 0.02% Reduce -7.7% 7,490 $541K
Bank & Trust Co 0.34% Add +2.0% 7,459 $539K
Keynote Financial Services LLC 0.25% Reduce -3.4% 7,454 $539K
Connecticut Wealth Management, LLC 0.02% Reduce -4.9% 7,436 $537K
Old North State Wealth Management, LLC 0.23% Add +11.5% 7,399 $535K
Sentinel Pension Advisors, LLC 0.07% Add +0.0% 7,089 $529K
Huntington National Bank 0.00% Reduce -8.0% 7,279 $526K
Seeds Investor LLC 0.05% Reduce -1.6% 7,257 $524K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 7,243 $523K
AlphaStar Capital Management, LLC 0.03% Reduce -3.3% 7,186 $519K
Ellevest, Inc. 0.06% Reduce -15.8% 7,150 $519K
Fisher Asset Management 0.00% Add +31.4% 7,128 $515K
Advisors Capital Management, LLC 0.01% Add +14.0% 7,084 $512K
Leslie Global Wealth, LLC 0.20% Add +20.2% 7,029 $508K
Aprio Wealth Management, LLC 0.03% Add +7.9% 7,003 $506K
Sachetta, LLC 0.25% Reduce -0.9% 6,977 $504K
Rockland Trust Co. 0.02% Add +12.4% 6,936 $501K
Demars Financial Group, LLC 0.14% New 6,906 $499K
Drucker Wealth 3.0, LLC 0.08% Reduce -5.2% 6,845 $495K
Ritholtz Wealth Management 0.01% New 6,845 $495K
Brown Advisory Inc. 0.00% Reduce -28.8% 6,802 $492K
Bar Harbor Wealth Management 0.03% Add +68.5% 6,780 $490K
Avidian Wealth Enterprises, LLC 0.01% Add +2.2% 6,690 $484K
Brasada Capital Management, LP 0.09% Add +2.7% 6,688 $483K
Sigma Planning Corp 0.01% Add +8.3% 6,656 $481K
Cape Cod Five Cents Savings Bank 0.04% — 6,630 $479K
Proficio Capital Partners LLC 0.02% New 6,625 $479K
Perigon Wealth Management, LLC 0.01% Add +7.4% 6,618 $478K
Advisory Solutions Group, LLC 0.16% — 6,596 $477K
Compound Planning, Inc. 0.01% Add +5.2% 6,537 $472K
Premier Path Wealth Partners, LLC 0.05% Add +14.0% 6,493 $469K
Certuity, LLC 0.02% Add +8.7% 6,445 $466K
Contravisory Investment Management, Inc. 0.08% Reduce -13.2% 6,374 $461K
Erste Asset Management GmbH 0.00% New 6,200 $457K
Allegiance Financial Group Advisory Services LLC 0.08% New 6,315 $456K
TCW Group Inc. 0.00% Add +1.8% 6,313 $456K
Huber Capital Management LLC 0.07% No change 6,273 $453K
Praxis Investment Management Inc. 0.02% No change 6,247 $451K
Knightsbridge Asset Management, LLC 0.06% New 6,234 $451K
Welch & Forbes LLC 0.01% Reduce -1.5% 6,203 $448K
Turning Point Benefit Group, Inc. 0.19% Add +15.7% 6,178 $446K
Destination Wealth Management 0.01% Add +9.6% 6,174 $446K
Savior LLC 1.27% No change 6,150 $444K
WASHINGTON TRUST Co 0.01% No change 6,115 $442K
Holocene Advisors, LP 0.00% Reduce -72.5% 6,097 $441K
Riversedge Advisors, LLC 0.06% New 6,081 $439K
Fiduciary Financial Group, LLC 0.05% Add +3.5% 6,068 $439K
Alchemi Wealth, LLC 0.20% Reduce -4.7% 6,044 $437K
W.H. Cornerstone Investments Inc. 0.25% Add +46.4% 6,044 $437K
Welch Group, LLC 0.01% No change 6,023 $435K
Apella Capital, LLC 0.01% Add +2.1% 5,805 $434K
Modera Wealth Management, LLC 0.00% Add +0.0% 5,986 $433K
Regions Financial Corp. 0.00% Reduce -32.0% 5,978 $432K
Bessemer Group Inc. 0.00% Add +8.6% 5,989 $432K
Fiduciary Trust Co 0.00% Add +4.6% 5,867 $424K
Capstone Wealth Management, LLC 0.20% New 5,851 $423K
Financial Engines Advisors L.L.C. 0.00% Add +72.6% 5,849 $423K
Advisor OS, LLC 0.03% Add +0.3% 5,804 $419K
World Investment Advisors 0.01% Reduce -20.0% 5,972 $419K
FIL Ltd 0.00% Add +120.5% 5,754 $416K
Snowden Capital Advisors LLC 0.01% Reduce -8.5% 5,742 $415K
Continuum Advisory, LLC 0.03% Add +3.6% 5,739 $415K
Oslo Pensjonsforsikring AS 0.05% No change 5,734 $414K
Essential Partners LLC 0.19% Add +86.7% 5,727 $414K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -92.5% 5,679 $410K
Kelly Financial Group LLC 0.09% Add +0.7% 5,676 $410K
Ballentine Partners, LLC 0.01% Reduce -32.5% 5,676 $410K
Abundance Wealth Counselors 0.03% New 5,652 $408K
IHT Wealth Management, LLC 0.01% Reduce -9.2% 5,641 $408K
Beese Fulmer Investment Management, Inc. 0.02% New 5,573 $403K
Gateway Investment Advisers LLC 0.00% Add +18.3% 5,571 $403K
Chatham Capital Group, Inc. 0.05% Reduce -27.6% 5,564 $402K
Core Capital Management & Research, inc. 0.21% — 5,704 $400K
NorthRock Partners, LLC 0.01% Reduce -0.1% 5,538 $400K
Mainsail Asset Management, LLC 0.16% New 5,333 $398K
Versant Capital Management, Inc 0.04% Add +11.2% 5,469 $395K
Alpha Family Trust 0.16% No change 5,440 $393K
American State Bank (Iowa) 0.16% No change 5,436 $393K
Wick Capital Partners, LLC 0.06% New 5,436 $393K
Aptus Capital Advisors, LLC 0.00% Add +17.3% 5,435 $393K
Meeder Advisory Services, Inc. 0.01% Reduce -4.4% 5,406 $391K
Sagespring Wealth Partners, LLC 0.01% Add +11.3% 5,398 $390K
International Private Wealth Advisors LLC 0.20% Add +1.4% 5,373 $388K
Anchor Capital Advisors LLC 0.01% Reduce -19.5% 5,366 $388K
Nomura Asset Management International Inc. 0.00% New 5,359 $387K
Cornerstone Wealth Management, LLC 0.02% New 5,355 $387K
Sagewood Asset Management LP 0.09% New 5,346 $386K
Mather Group, Llc. 0.00% Add +0.1% 5,293 $383K
Clearstead Advisors, LLC 0.00% Add +30.9% 5,256 $380K
Boothbay Fund Management, LLC 0.01% Reduce -41.2% 5,249 $379K
Compass Financial Management LLC 0.05% — 5,244 $379K
Tocqueville Asset Management L.P. 0.01% No change 5,200 $376K
NewEdge Wealth, LLC 0.00% New 5,195 $375K
Callan Family Office, LLC 0.01% Add +0.3% 5,191 $375K
Visionary Horizons, LLC 0.16% Reduce -48.6% 5,167 $373K
Checchi Capital Advisers, LLC 0.02% Add +14.8% 5,152 $372K
Banque Cantonale Vaudoise 0.02% Add +33.6% 5,151 $372K
Americana Partners, LLC 0.01% New 4,984 $360K
Retirement Planning Co of New England, Inc. 0.13% Reduce -2.1% 4,977 $360K
Gen-Wealth Partners Inc 0.10% Reduce -8.6% 4,922 $356K
Spinnaker Trust 0.02% No change 4,915 $355K
Patrick M Sweeney & Associates, Inc. 0.20% Add +5.4% 4,915 $355K
Stoneridge Investment Partners LLC 0.23% New 4,960 $355K
Watershed Asset Management, L.L.C. 0.32% Reduce -16.1% 4,907 $355K
LGT Group Foundation 0.00% No change 4,867 $352K
Nemes Rush Group LLC 0.03% No change 4,862 $351K
Harbour Investments, Inc. 0.00% Add +1.6% 4,838 $350K
MJP Associates Inc. 0.04% Reduce -0.2% 4,771 $345K
Northwest Wealth Management, LLC 0.05% New 4,762 $344K
Elevated Capital Advisors, LLC 0.09% Reduce -53.9% 4,742 $343K
Nwam LLC 0.02% Reduce -2.0% 4,734 $342K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 4,723 $341K
Clear Harbor Asset Management, LLC 0.02% Reduce -0.7% 4,720 $341K
Legacy Financial Advisors, Inc. 0.04% New 4,695 $339K
Sax Wealth Advisors, LLC 0.01% New 4,842 $335K
Pinnacle Financial Partners, Inc. 0.00% No change 4,616 $334K
Drive Wealth Management, LLC 0.06% New 4,604 $333K
Investment Research Partners LLC 0.11% New 4,550 $329K
Sterling Investment Counsel, LLC 0.08% Reduce -0.9% 4,549 $329K
Shore Point Advisors, LLC 0.11% No change 4,542 $328K
Foster Dykema Cabot & Partners, LLC 0.02% Add +245.9% 4,538 $328K
Tower Research Capital LLC (TRC) 0.01% Reduce -60.9% 4,526 $327K
Parallel Advisors, LLC 0.01% Add +2.3% 4,524 $327K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -9.9% 4,518 $326K
Kintra Wealth, LLC 0.02% New 4,495 $325K
Oxler Private Wealth LLC 0.09% Reduce -5.8% 4,475 $323K
HBK Sorce Advisory LLC 0.01% Add +1.3% 4,449 $322K
Avail Investment Partners, LLC 0.25% New 4,448 $321K
Glenview Trust Co 0.00% Reduce -40.4% 4,434 $320K
Wedmont Private Capital 0.01% Add +18.3% 4,231 $317K
Aegis Wealth Management LLC 0.15% Reduce -4.7% 4,348 $314K
MBL Wealth, LLC 0.02% New 4,314 $312K
Meeder Asset Management Inc. 0.02% Reduce -88.0% 4,304 $311K
Sandro Wealth Management LLC 0.22% Add +32.3% 4,297 $311K
Verity & Verity, LLC 0.02% Reduce -4.5% 4,275 $309K
Stablepoint Partners, LLC 0.04% No change 4,274 $309K
SC&H Financial Advisors, Inc. 0.04% Reduce -5.6% 4,262 $308K
Beaumont Financial Advisors, LLC 0.02% Add +0.6% 4,256 $308K
Clifford Swan Investment Counsel LLC 0.01% No change 4,250 $307K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.3% 4,247 $307K
Kraematon Investment Advisors, Inc. 0.23% Add +0.5% 4,205 $304K
Sound Financial Strategies Group, LLC 0.19% Add +2.7% 4,177 $302K
Baron Wealth Management LLC 0.08% Add +37.6% 4,173 $302K
Gladstone Institutional Advisory LLC 0.01% Reduce -17.4% 4,170 $301K
Cutler Capital Management, LLC 0.09% Reduce -2.4% 4,147 $300K
Prospera Financial Services Inc 0.00% Reduce -5.8% 4,140 $299K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -3.0% 4,123 $298K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -88.0% 4,111 $297K
Fidelis Capital Partners, LLC 0.02% Add +2.0% 4,094 $296K
Procyon Advisors, LLC 0.01% Add +0.0% 4,065 $294K
Hamilton Capital, LLC 0.01% Add +0.5% 4,046 $292K
Alan B Lancz & Associates, Inc. 0.25% Reduce -29.6% 4,033 $291K
Cidel Asset Management Inc. 0.01% Add +5.3% 4,031 $291K
Quadcap Wealth Management, LLC 0.03% Add +5.8% 4,024 $291K
Stratos Wealth Partners, LTD. 0.00% Reduce -22.3% 4,018 $290K
Brevan Howard Capital Management LP 0.00% Reduce -77.2% 4,005 $289K
Wealthspire Advisors, LLC 0.00% Reduce -7.0% 4,002 $289K
Blue Fin Capital, Inc. 0.04% Add +0.0% 4,002 $289K
Jupiter Asset Management Ltd. 0.00% Reduce -99.3% 4,001 $289K
Viking Fund Management LLC 0.03% No change 4,000 $289K
Lifeworks Advisors, LLC 0.03% New 3,971 $287K
Trueblood Wealth Management, LLC 0.10% Reduce -0.9% 3,970 $287K
Cadence Wealth Management LLC 0.13% Add +11.9% 3,962 $286K
Chris Bulman Inc 0.10% New 3,951 $286K
Melfa Wealth Management, Inc. 0.15% No change 3,941 $285K
Edgestream Partners, L.P. 0.01% Reduce -89.5% 3,906 $282K
Marex Group Ltd 0.00% New 3,897 $282K
Fortis Group Advisors, LLC 0.04% No change 3,891 $281K
Aspiriant, LLC 0.01% New 3,889 $281K
Mutual Advisors, LLC 0.01% Add +28.8% 3,884 $281K
Parsons Capital Management Inc. 0.01% Add +4.6% 3,883 $281K
Tompkins Financial Corp. 0.02% No change 3,875 $280K
Simplicity Wealth,LLC 0.01% Reduce -2.0% 3,873 $280K
Cozad Asset Management Inc. 0.02% No change 3,864 $279K
Mindset Wealth Management, LLC 0.05% No change 3,836 $277K
Formidable Asset Management, LLC 0.04% Reduce -1.3% 4,000 $277K
Red Door Wealth Management, LLC 0.03% Add +0.2% 3,829 $277K
Optas, LLC 0.04% Add +2.7% 3,816 $276K
SageView Advisory Group, LLC 0.01% Reduce -15.4% 3,813 $276K
Catalyst Financial Partners LLC 0.03% Add +0.7% 3,810 $275K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.1% 3,809 $275K
Sovran Advisors, LLC 0.02% Add +0.6% 3,637 $274K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,771 $272K
Larson Financial Group LLC 0.01% Reduce -18.3% 3,760 $272K
Cornerstone Wealth Group, LLC 0.02% Add +16.3% 3,750 $271K
Atlantic Union Bankshares Corp 0.00% Reduce -0.1% 3,735 $270K
Horizon Investment Services, LLC 0.07% Add +1.3% 3,723 $269K
Flatrock Wealth Partners LLC 0.11% New 3,719 $269K
Symphony Financial, Ltd. Co. 0.03% New 3,687 $268K
Hantz Financial Services, Inc. 0.00% Add +2.5% 3,563 $268K
Westwood Holdings Group Inc. 0.00% New 3,703 $268K
LifeGoal Investments, LLC 0.12% New 3,671 $265K
DAVENPORT & Co LLC 0.00% Reduce -0.3% 3,670 $265K
Azimuth Capital Investment Management LLC 0.01% No change 3,657 $264K
Thrive Wealth Management, LLC 0.03% Reduce -12.3% 3,643 $263K
Kingsview Wealth Management, LLC 0.00% Reduce -15.2% 3,628 $262K
Fortis Capital Advisors, LLC 0.03% New 3,582 $259K
Oxford Asset Management LLP 0.13% New 3,576 $258K
Cigna Investments Inc. 0.03% No change 3,567 $258K
Foundations Investment Advisors, LLC 0.00% Reduce -9.6% 3,564 $258K
XTX Topco Ltd 0.00% Add +11.8% 3,529 $255K
Wealth Quarterback LLC 0.08% Add +7.3% 3,526 $255K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -12.8% 3,525 $255K
Essex Bank 0.06% Reduce -0.5% 3,518 $254K
Polaris Investment Advisors, LLC 0.16% No change 3,516 $254K
CX Institutional 0.01% Add +4.3% 3,513 $254K
Axxcess Wealth Management, LLC 0.00% New 3,496 $253K
Frank, Rimerman Advisors LLC 0.01% Add +3.8% 3,482 $252K
Root Financial Partners, LLC 0.01% Add +199.7% 3,468 $251K
Plimoth Trust Co. LLC 0.05% No change 3,454 $250K
Sterling Financial Planning, Inc. 0.07% No change 3,452 $249K
Pine Haven Investment Counsel, Inc 0.17% No change 3,451 $249K
CENTRAL TRUST Co 0.00% Reduce -6.2% 3,443 $249K
PDS Planning, Inc 0.01% Reduce -2.1% 3,440 $249K
PCM Encore, LLC 0.04% Reduce -3.1% 3,422 $247K
Money Concepts Capital Corp. 0.01% Reduce -35.5% 3,408 $246K
1900 Wealth Management LLC 0.01% New 3,393 $245K
Platform Technology Partners 0.04% Add +13.5% 3,323 $240K
Monument Capital Management 0.05% Add +7.8% 3,322 $240K
Resonant Capital Advisors, LLC 0.01% Add +0.7% 3,318 $240K
Summitry LLC 0.01% Add +5.0% 3,311 $239K
Diversified Enterprises, LLC 0.01% Reduce -4.5% 3,302 $239K
First Growth Capital LLC 0.18% Add +0.6% 3,295 $238K
Thomasville National Bank 0.01% — 3,266 $236K
Redhawk Wealth Advisors, Inc. 0.02% Add +0.9% 3,251 $235K
Cypress Wealth Services, LLC 0.03% Reduce -1.7% 3,250 $235K
CFS Investment Advisory Services, LLC 0.02% Add +1.5% 3,147 $234K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.2% 3,225 $233K
Cary Street Partners Financial LLC 0.01% Reduce -0.9% 3,225 $233K
Curated Wealth Partners LLC 0.03% New 3,208 $232K
Kathmere Capital Management, LLC 0.01% New 3,201 $231K
FSA Advisors, Inc. 0.11% New 3,179 $230K
Milestone Asset Management Group, LLC 0.12% No change 3,161 $228K
Alliance Wealth Advisors, LLC 0.09% Add +3.7% 3,161 $228K
FC Advisory LLC 0.06% No change 3,153 $228K
True Wealth Design, LLC 0.05% Add +130.2% 3,131 $226K
Fiduciary Alliance LLC 0.02% Add +1.4% 3,123 $226K
Savvy Advisors, Inc. 0.00% New 3,121 $226K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -0.7% 3,115 $225K
Econ Financial Services Corp 0.10% Add +1.1% 3,097 $224K
Stonebrook Private Inc. 0.04% New 3,066 $222K
LaSalle St. Investment Advisors, LLC 0.03% New 3,059 $221K
CoreCap Advisors, LLC 0.01% Add +49.1% 3,053 $221K
Investment Advisory Group, LLC 0.05% Add +2.3% 3,048 $220K
Simplex Trading, LLC 0.01% New 3,044 $220K
Groupama Asset Managment 0.00% No change 3,020 $218K
Beacon Bank & Trust 0.04% No change 3,008 $217K
Turner Financial Group, Inc. 0.22% — 3,005 $217K
Family Wealth Partners, LLC 0.07% New 3,005 $217K
Beirne Wealth Consulting Services, LLC 0.04% Reduce -26.5% 2,993 $216K
Agp Franklin, LLC 0.09% New 2,989 $216K
Family Manage LLC 0.02% New 2,970 $215K
Interchange Capital Partners, LLC 0.04% New 2,954 $213K
Sowell Financial Services LLC 0.01% New 2,950 $213K
Fi3 FINANCIAL ADVISORS, LLC 0.05% New 1,634 $212K
Cambient Family Office, LLC 0.03% New 2,916 $211K
71 West Capital Partners 0.01% New 2,914 $211K
Optimize Financial Inc. 0.08% Reduce -0.3% 2,904 $210K
Sound Capital Solutions LLC 0.05% — 2,904 $210K
Exchange Bank 0.13% Add +0.2% 2,894 $209K
Waterloo Capital, L.P. 0.01% New 2,882 $208K
Hurlow Wealth Management Group, Inc. 0.04% New 2,880 $208K
Focused Wealth Management, Inc 0.02% New 2,875 $208K
Peak Asset Management, LLC 0.03% New 2,866 $207K
Pinnacle West Asset Management, Inc. 0.14% New 2,850 $206K
D'Orazio & Associates, Inc. 0.02% New 2,849 $206K
Novak & Powell Financial Services, Inc. 0.10% New 2,848 $206K
Engineers Gate Manager LP 0.00% Reduce -97.5% 2,836 $205K
S-Bank Fund Management Ltd 0.03% New 2,830 $205K
FourThought Financial Partners, LLC 0.02% New 2,828 $204K
Destiny Wealth Partners, LLC 0.03% Add +567.8% 2,838 $203K
Virtus Investment Advisers, LLC 0.05% Add +0.1% 2,785 $201K
Smartleaf Asset Management LLC 0.01% No change 2,724 $201K
Richardson Financial Services Inc. 0.11% No change 2,682 $194K
Ancora Advisors LLC 0.00% Reduce -13.6% 2,625 $190K
NBT Bank, N.A. 0.01% No change 2,600 $188K
Walleye Trading LLC 0.00% New 2,485 $180K
Basecamp Wealth Advisors LLC 0.03% Add +8.3% 2,464 $178K
Private Wealth Asset Management, LLC 0.02% No change 2,458 $178K
Lanark Financial, Inc. 0.01% No change 2,375 $172K
Anchor Investment Management, LLC 0.01% Reduce -7.9% 2,346 $170K
TIAA Wealth Investment Management LLC 0.00% Reduce -0.5% 2,321 $168K
Brown, Lisle/Cummings, Inc. 0.04% No change 2,316 $167K
Private Trust Co. NA 0.01% Reduce -17.4% 2,294 $166K
Manchester Capital Management LLC 0.02% Reduce -3.5% 2,286 $165K
Parkside Financial Bank & Trust 0.01% Add +3.6% 2,246 $162K
Whittier Trust Co. 0.00% Reduce -4.2% 2,193 $161K
Wilmington Savings Fund Society, FSB 0.00% Add +1.0% 2,070 $150K
Centaurus Financial, Inc. 0.01% No change 2,068 $149K
Crews Bank & Trust 0.02% Add +35.8% 2,012 $145K
SJS Investment Consulting Inc. 0.02% Add +63.3% 1,974 $143K
Hughes Financial Services, LLC 0.02% Add +1.2% 1,861 $134K
Cornerstone Planning Group LLC 0.02% Add +0.2% 1,771 $132K
Geneos Wealth Management Inc. 0.00% Add +450.8% 1,823 $132K
Cape Investment Advisory, Inc. 0.03% New 1,769 $128K
Spire Wealth Management 0.00% Reduce -61.7% 1,728 $125K
Trust Co. of Vermont 0.00% — 1,693 $122K
Smithfield Trust Co 0.00% No change 1,673 $121K
CVA Family Office, LLC 0.01% Reduce -6.4% 1,579 $114K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.5% 1,570 $113K
Robbins Farley 0.04% No change 1,569 $113K
UMB Bank, n.a. 0.00% Reduce -18.4% 1,511 $109K
Vision Financial Markets LLC 0.09% No change 1,506 $109K
Center for Financial Planning, Inc. 0.01% No change 1,488 $108K
HM Payson & Co. 0.00% No change 1,455 $105K
TD Private Client Wealth LLC 0.00% Add +0.3% 1,447 $105K
Flagship Wealth Advisors, LLC 0.02% No change 1,441 $104K
Havemeyer Place LP 0.01% New 1,440 $104K
Y.D. More Investments Ltd 0.00% Add +3.7% 1,415 $102K
Medallion Wealth Advisors, LLC 0.03% Reduce -47.1% 1,389 $101K
Addison Advisors LLC 0.05% Reduce -60.7% 1,361 $98K
GoalVest Advisory LLC 0.02% No change 1,347 $97K
Board of the Pension Protection Fund 0.09% Add +62.5% 1,300 $94K
Holos Integrated Wealth LLC 0.04% No change 1,249 $93K
Deseret Mutual Benefit Administrators 0.03% Reduce -7.0% 1,286 $93K
GHP Investment Advisors, Inc. 0.00% Reduce -22.6% 1,280 $93K
Bogart Wealth, LLC 0.00% Add +18.2% 1,195 $86K
Zions Bancorporation, National Association 0.01% Reduce -4.6% 1,151 $83K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.1% 1,109 $83K
Washington Trust Advisors, Inc. 0.01% Reduce -1.1% 1,129 $82K
Cromwell Holdings LLC 0.04% Add +3.1% 1,086 $78K
First Community Trust NA 0.04% No change 1,080 $78K
Atlas Capital Advisors Inc. 0.01% Add +481.6% 1,041 $75K
CYBER HORNET ETFs LLC 0.04% Reduce -0.7% 1,023 $74K
Bullock Wealth Management Group 0.03% Add +1.0% 1,004 $72K
Quent Capital, LLC 0.00% Add +40.4% 973 $70K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -15.2% 963 $70K
CoreFirst Bank & Trust 0.03% No change 907 $66K
Heritage Wealth Advisors 0.00% No change 900 $65K
Persistent Asset Partners Ltd 0.02% New 889 $64K
City Holding Co. 0.01% No change 885 $64K
Markowski Investments 0.01% — 875 $63K
Beaird Harris Wealth Management, LLC 0.00% No change 850 $61K
Timbuktu Capital Management, LLC 0.09% — 810 $59K
Gould Capital, LLC 0.03% No change 800 $58K
Glass Jacobson Investment Advisors llc 0.02% No change 787 $57K
Hilltop National Bank 0.01% No change 781 $56K
Ossiam 0.00% Reduce -51.0% 769 $56K
Bayforest Capital Ltd 0.05% Reduce -32.0% 764 $55K
Grove Bank & Trust 0.01% Add +573.2% 754 $54K
Perkins Coie Trust Co 0.01% No change 734 $53K
First Command Advisory Services, Inc. 0.00% Add +111.5% 734 $53K
IFG Advisory, LLC 0.00% New 724 $52K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 708 $51K
JPL Wealth Management, LLC 0.01% Reduce -12.8% 703 $51K
Montag A & Associates Inc. 0.00% No change 700 $51K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 695 $50K
Acadian Asset Management LLC 0.00% Reduce -98.8% 696 $50K
Caitong International Asset Management Co., Ltd 0.01% New 690 $50K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.8% 666 $48K
Blue Trust, Inc. 0.00% Add +10.0% 627 $45K
Tsfg, LLC 0.01% Reduce -6.9% 624 $45K
Broadwater Capital Management LLC 0.03% No change 620 $45K
McMillan Office, Inc. 0.01% No change 611 $44K
Bangor Savings Bank 0.00% No change 604 $44K
First Financial Corp. 0.01% No change 600 $43K
DT Investment Partners, LLC 0.00% No change 577 $42K
Activest Wealth Management 0.01% Add +46.3% 575 $42K
Caldwell Trust Co 0.00% No change 574 $41K
Quest 10 Wealth Builders, Inc. 0.03% Add +29.0% 569 $41K
MV Capital Management, Inc. 0.00% Add +0.8% 537 $39K
Lloyd Advisory Services, LLC. 0.01% Add +298.5% 530 $38K
Salem Investment Counselors Inc. 0.00% No change 530 $38K
Coston, McIsaac & Partners 0.01% No change 530 $38K
Owl Creek Wealth Partners LLC 0.01% Add +3.0% 515 $37K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.1% 509 $37K
Wealth Enhancement Trust Services, Inc. 0.00% New 500 $36K
Webster Bank, N. A. 0.00% No change 500 $36K
Keating Financial Advisory Services, Inc. 0.00% Add +16.2% 494 $36K
Independence Bank of Kentucky 0.00% No change 485 $35K
West Branch Capital LLC 0.01% No change 478 $35K
Key Capital Management, INC 0.02% Reduce -46.5% 442 $32K
Trust Co. of Toledo NA 0.00% No change 441 $32K
AdvisorNet Financial, Inc 0.00% Add +0.7% 429 $31K
Godfrey Financial Associates, Inc. 0.02% No change 426 $31K
TFC Financial Management, Inc. 0.00% Add +1.9% 422 $30K
First Bancorp, Inc 0.01% New 414 $30K
Kingdom Financial Group LLC. 0.01% Add +203.0% 403 $29K
Peck Wealth Management, LLC 0.02% No change 400 $29K
Murphy & Mullick Capital Management Corp 0.02% Add +9900.0% 400 $29K
Oakworth Capital, Inc. 0.00% No change 400 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 390 $28K
HFM Investment Advisors, LLC 0.01% Add +2.7% 386 $28K
Lodestone Wealth Management LLC 0.01% No change 372 $27K
Rossby Financial, LCC 0.00% Reduce -46.5% 371 $27K
Edmond DE Rothschild Holding S.A. 0.00% New 360 $26K
Elevation Wealth Partners, LLC 0.01% Add +220.2% 349 $25K
Golden State Wealth Management, LLC 0.00% Add +37.5% 345 $25K
First Horizon Corp. 0.00% Add +4785.7% 342 $25K
Napier Financial, LLC 0.01% No change 336 $24K
Fiduciary Financial Advisors 0.00% New 331 $24K
Covestor Ltd 0.01% Add +4.7% 314 $23K
Ogorek Anthony Joseph /NY/ 0.01% No change 323 $23K
Gleason Group, Inc. 0.00% Add +1.0% 304 $22K
WPG Advisers, LLC 0.01% Add +1.3% 302 $22K
Chesapeake Asset Management LLC 0.02% No change 300 $22K
Delta Asset Management LLC 0.00% No change 300 $22K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +3.5% 296 $21K
TOP Private Wealth LLC. 0.02% — 293 $21K
Steigerwald, Gordon & Koch Inc. 0.00% Add +45.7% 290 $21K
Westside Investment Management, Inc. 0.00% No change 286 $21K
GW&K Investment Management, LLC 0.00% Reduce -8.8% 271 $20K
Ameriflex Group, Inc. 0.01% Add +32.4% 270 $20K
LRI Investments, LLC 0.00% Reduce -2.6% 265 $19K
Capital Analysts, LLC 0.00% Reduce -1.1% 266 $19K
Field & Main Bank 0.00% No change 262 $19K
Cedar Mountain Advisors, LLC 0.00% No change 262 $19K
Bruce G. Allen Investments, LLC 0.01% No change 261 $19K
Raleigh Capital Management Inc. 0.01% Add +0.8% 256 $19K
Country Trust Bank 0.00% Add +52.1% 254 $18K
McDonald Partners LLC 0.00% New 248 $18K
Farmers & Merchants Investments Inc. 0.00% No change 247 $18K
Colonial Trust Advisors 0.00% No change 243 $18K
North Star Investment Management Corp. 0.00% Reduce -4.8% 238 $17K
Cassaday & Co Wealth Management LLC 0.00% Add +202.6% 233 $17K
Highline Wealth Partners LLC 0.00% Add +54.4% 227 $16K
Synergy Investment Management, LLC 0.00% Add +213.2% 213 $16K
Walleye Capital LLC 0.00% Reduce -74.9% 218 $16K
Beacon Investment Advisory Services, Inc. 0.00% No change 214 $15K
Bayban 0.01% No change 210 $15K
Financial Perspectives, Inc 0.00% No change 210 $15K
Piscataqua Savings Bank 0.01% No change 200 $14K
ESL Trust Services, LLC 0.00% No change 200 $14K
City State Bank 0.00% No change 194 $14K
Triumph Capital Management 0.00% Add +15.5% 194 $14K
Financial Life Planners 0.01% Add +1.0% 194 $14K
Princeton Global Asset Management LLC 0.00% Add +9.3% 189 $14K
NBH Bank 0.01% — 187 $14K
Salomon & Ludwin, LLC 0.00% No change 187 $14K
Private Wealth Management Group, LLC 0.00% No change 185 $13K
Physician Wealth Advisors, Inc. 0.00% Add +26.6% 181 $13K
JFS Wealth Advisors, LLC 0.00% Add +7.1% 181 $13K
Clearstead Trust, LLC 0.00% Add +55.3% 177 $13K
Silver Grove Financial Group, Inc. 0.01% New 173 $13K
Valley National Advisers Inc. 0.00% Reduce -0.6% 173 $13K
Pinnacle Bancorp, Inc. 0.00% No change 172 $12K
Fortitude Family Office, LLC 0.00% Reduce -1.2% 167 $12K
Paladin Advisory Group, LLC 0.01% No change 164 $12K
Bell Investment Advisors, Inc 0.00% No change 160 $12K
Kemnay Advisory Services Inc. 0.00% Add +5.3% 159 $11K
Investors Research Corp 0.00% Reduce -21.6% 156 $11K
Midwest Capital Advisors, LLC 0.00% No change 155 $11K
Albion Financial Group 0.00% No change 144 $10K
Capital Advisors, Ltd. LLC 0.00% No change 139 $10K
SBI Securities Co., Ltd. 0.00% Add +88.9% 136 $10K
MidFirst Bank 0.00% No change 127 $9K
MTM Investment Management, LLC 0.00% No change 126 $9K
Aspect Partners, LLC 0.00% Add +1100.0% 120 $9K
Westfuller Advisors, LLC 0.00% Reduce -2.5% 119 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 118 $9K
Toth Financial Advisory Corp. 0.00% Add +1.8% 116 $8K
Cornerstone Financial Management LLC 0.01% Add +126.0% 113 $8K
Joseph Group Capital Management 0.00% Add +45.5% 112 $8K
Avion Wealth 0.00% Add +9.2% 119 $8K
Montgomery Financial Services LLC 0.01% — 110 $8K
Strategic Wealth Partners, Ltd. 0.00% Reduce -5.2% 110 $8K
Concord Wealth Partners 0.00% New 108 $8K
WealthCollab, LLC 0.00% No change 100 $7K
Costello Asset Management, INC 0.00% New 100 $7K
Ankerstar Wealth, LLC 0.01% No change 99 $7K
Ares Financial Consulting, LLC 0.01% No change 99 $7K
Colonial Trust Co / SC 0.00% Reduce -58.1% 98 $7K
Kilter Group LLC 0.00% Reduce -3.9% 98 $7K
Summit Securities Group LLC 0.00% Add +40.3% 87 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 87 $6K
Stone House Investment Management, LLC 0.00% Add +104.9% 84 $6K
Bartlett & Co. Wealth Management LLC 0.00% Add +52.7% 84 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 83 $6K
Kings Path Partners LLC 0.00% No change 80 $6K
High Note Wealth, LLC 0.00% Reduce -6.1% 77 $6K
Raffa Wealth Management, LLC 0.00% Reduce -1.4% 73 $5K
Burk Holdings LLC 0.00% No change 63 $5K
Bokf, NA 0.00% Reduce -49.5% 56 $4K
Networth Advisors, LLC 0.00% New 55 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 55 $4K
Transamerica Financial Advisors, LLC 0.00% Add +65.6% 53 $4K
Rialto Wealth Management, LLC 0.00% Add +122.7% 49 $4K
Financial Consulate, Inc. 0.00% Reduce -2.0% 49 $4K
BOK Financial Private Wealth, Inc. 0.00% New 48 $3K
Winch Advisory Services, LLC 0.00% No change 45 $3K
Dogwood Wealth Management LLC 0.00% No change 45 $3K
Truvestments Capital LLC 0.00% Reduce -87.4% 45 $3K
Community Financial Services Group, LLC 0.00% No change 45 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.4% 42 $3K
Global Trust Asset Management, LLC 0.00% New 42 $3K
Rachor Investment Advisory Services, LLC 0.00% Add +2.5% 41 $3K
Creative Capital Management Investments LLC 0.00% New 38 $3K
Provenance Wealth Advisors, LLC 0.00% New 38 $3K
Strive Financial Group ,LLC 0.00% No change 34 $2K
Crewe Advisors LLC 0.00% Add +6.5% 33 $2K
SouthState Bank Corp 0.00% Reduce -92.7% 33 $2K
PFS Partners, LLC 0.00% No change 31 $2K
Aventura Private Wealth, LLC 0.00% Add +114.3% 30 $2K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% No change 29 $2K
1015 Capital Partners, LLC 0.00% No change 29 $2K
Highland Investment Advisors LLC 0.00% — 27 $2K
Tounjian Advisory Partners, LLC 0.00% Reduce -99.8% 27 $2K
Evolution Wealth Management Inc. 0.00% No change 27 $2K
MCF Advisors LLC 0.00% No change 26 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Signature Equity Partners, LLC 0.00% No change 25 $2K
Monetary Solutions, Ltd 0.00% No change 23 $2K
IMG Wealth Management, Inc. 0.00% No change 22 $2K
Clark Wealth Partners 0.00% Add +15.8% 22 $2K
Arlington Trust Co LLC 0.00% No change 22 $2K
Planning Strategies Inc. 0.00% — 21 $2K
Principia Wealth Advisory, LLC 0.00% Add +16.7% 21 $2K
Wolff Wiese Magana LLC 0.00% No change 20 $1K
American Capital Advisory, LLC 0.00% Add +11.1% 20 $1K
HHM Wealth Advisors, LLC 0.00% New 20 $1K
Financial Management Professionals, Inc. 0.00% Reduce -71.6% 19 $1K
WestEnd Advisors, LLC 0.00% Add +20.0% 18 $1K
Investors Portfolio Services LLC 0.00% Add +12.5% 18 $1K
Buck Wealth Strategies, LLC 0.00% New 15 $1K
Penserra Capital Management LLC 0.00% Reduce -45.5% 18 $1K
Phillip James Consulting Co. 0.00% No change 13 $940
Retirement Wealth Solutions LLC 0.00% Add +85.7% 13 $940
Key Financial Inc 0.00% No change 13 $940
Bare Financial Services, Inc 0.00% No change 13 $940
Vanguard Advisers Inc. 0.00% New 13 $940
PlanVest Financial, Inc 0.00% No change 12 $867
Davis Capital Management 0.00% Add +175.0% 11 $795
Spectrum Wealth Advisory Group, LLC 0.00% New 10 $731
Asset Dedication, LLC 0.00% Reduce -98.6% 10 $723
Sittner & Nelson, LLC 0.00% New 9 $651
Motco 0.00% New 9 $650
United Community Bank 0.00% No change 8 $578
Dunhill Financial, LLC 0.00% Reduce -53.3% 7 $508
Financial Network Wealth Advisors LLC 0.00% New 7 $506
Mosley Wealth Management 0.00% New 7 $506
Morton Brown Family Wealth, LLC 0.00% New 7 $506
N.E.W. Advisory Services LLC 0.00% New 7 $506
Seneschal Advisors, LLC 0.00% No change 6 $434
DecisionPoint Financial, LLC 0.00% New 5 $361
Trifecta Capital Advisors, LLC 0.00% New 4 $290
Plante Moran Financial Advisors, LLC 0.00% New 4 $289
West Paces Advisors Inc. 0.00% New 4 $289
Cordant, Inc. 0.00% New 3 $241
Quaker Wealth Management, LLC 0.00% Reduce -40.0% 3 $217
IMA Advisory Services, Inc. 0.00% No change 3 $217
Valued Wealth Advisors LLC 0.00% No change 2 $155
3 Factor Indexing, LLC 0.00% No change 2 $145
Maryland Capital Advisors Inc. 0.00% — 2 $145
Quarry LP 0.00% Reduce -99.9% 2 $145
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $133
Torren Management, LLC 0.00% No change 2 $124
SOA Wealth Advisors, LLC. 0.00% No change 1 $88
ROSS\JOHNSON & Associates LLC 0.00% New 1 $72
Winthrop Capital Management, LLC 0.00% No change 6 $0
Navigoe, LLC 0.00% New 8 $0

"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.