EvergyEVRG

13F holders, Q1 2024 (March 31)
690holders
9famous investors
$53.20avg. 13F price*

At the end of Q1 2024, 690 institutions reported holding Evergy Inc. (EVRG) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.7B), State Street Corp. ($908.5M) and BlackRock Inc. ($852.0M). 9 famous investors held it, including Steve Cohen (0.6% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
Evergy Inc.
Sector
Utilities
CUSIP
30034W106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 690Q1 2024Q2 2024: 699Q2 2024Q3 2024: 719Q3 2024Q4 2024: 775Q4 2024Q1 2025: 819Q1 2025Q2 2025: 819Q2 2025Q3 2025: 853Q3 2025Q4 2025: 924Q4 2025Q1 2026: 924Q1 2026Q2 2026: 946Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$108.4M
Exits72$134.5M

Ownership 690 holders

Vanguard Group Inc. 0.03% Add +0.9% 31,046,328 $1.7B
State Street Corp. 0.04% Add +25.7% 17,019,929 $908.5M
BlackRock Inc. 0.02% Reduce -6.8% 15,960,970 $852.0M
Geode Capital Management, LLC 0.03% Add +4.4% 5,673,145 $302.1M
Invesco Ltd. 0.06% Add +23.6% 5,482,352 $292.6M
Franklin Resources Inc. 0.09% Add +0.8% 5,102,367 $272.4M
Point72 Asset Management 0.59% Add +3.9% 3,753,700 $200.4M
American Century Companies Inc. 0.11% Add +16.3% 3,391,444 $181.0M
Morgan Stanley 0.01% Add +3.5% 3,295,614 $175.9M
Federated Hermes, Inc. 0.36% Reduce -0.1% 2,938,219 $156.8M
Northern Trust Corp. 0.03% Reduce -3.0% 2,808,223 $149.9M
Bank of New York Mellon Corp 0.03% Reduce -0.6% 2,799,616 $149.4M
Bluescape Energy Partners LLC 31.74% No change 2,657,473 $141.9M
Millennium Management 0.12% Add +25.9% 2,656,626 $141.8M
Mitsubishi UFJ Trust & Banking Corp 0.32% Add +5.3% 2,686,541 $141.8M
Zimmer Partners, LP 2.70% Add +781.4% 2,326,385 $124.2M
Manning & Napier Group, LLC 1.46% Reduce -0.1% 2,181,289 $116.4M
FMR LLC 0.01% Reduce -35.4% 2,020,085 $107.8M
Thompson Siegel & Walmsley LLC 1.64% Add +21.7% 2,001,941 $106.9M
First Trust Advisors LP 0.11% Reduce -5.0% 1,990,024 $106.2M
Legal & General Group Plc 0.03% Reduce -3.4% 1,955,070 $104.4M
Two Sigma Investments, LP 0.25% Reduce -8.0% 1,845,264 $98.5M
Bank of America Corp. 0.01% Add +241.1% 1,825,751 $97.5M
ExodusPoint Capital Management, LP 1.14% Reduce -33.2% 1,728,628 $92.3M
Two Sigma Advisers, LP 0.21% Add +7.2% 1,710,800 $91.3M
T. Rowe Price Associates Inc. 0.01% Reduce -61.1% 1,635,174 $87.3M
Voloridge Investment Management, LLC 0.31% Add +95.6% 1,582,883 $84.5M
Charles Schwab Investment Management Inc. 0.02% Add +3.4% 1,461,641 $78.0M
JPMorgan Chase & Co. 0.01% Add +13.6% 1,427,768 $76.2M
Duff & Phelps Investment Management Co. 0.87% Add +13.2% 1,368,356 $73.0M
Nuveen Asset Management, LLC 0.02% Add +97.9% 1,280,836 $71.3M
California Public Employees Retirement System 0.05% Reduce -6.1% 1,320,785 $70.5M
Gabelli Funds LLC 0.50% Reduce -5.2% 1,262,307 $67.4M
Citadel Advisors 0.07% Reduce -28.7% 1,253,153 $66.9M
Massachusetts Financial Services Co. 0.02% Reduce -19.2% 1,238,495 $66.1M
Balyasny Asset Management L.P. 0.17% Reduce -31.3% 1,181,696 $63.1M
Dimensional Fund Advisors LP 0.02% Add +14.8% 1,153,308 $61.6M
Verition Fund Management LLC 0.65% Add +2399.1% 1,118,361 $59.7M
HSBC Holdings PLC 0.04% Add +9.8% 1,117,966 $59.7M
Energy Income Partners, LLC 1.21% Add +10.8% 1,107,443 $59.1M
UBS Group AG 0.02% Reduce -26.6% 1,095,639 $58.5M
Goldman Sachs Group Inc. 0.01% Reduce -1.3% 1,069,959 $57.1M
Empower Advisory Group, LLC 0.21% Add +15.5% 1,067,298 $57.0M
APG Asset Management N.V. 0.09% Reduce -2.3% 1,004,592 $49.7M
Bank of Montreal 0.02% Reduce -54.5% 903,011 $48.3M
Old Republic International Corp. 1.74% No change 830,246 $44.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -1.9% 813,796 $43.4M
Victory Capital Management Inc. 0.04% Reduce -17.9% 789,664 $42.2M
Assenagon Asset Management S.A. 0.11% Reduce -49.2% 771,022 $41.2M
Thrivent Financial for Lutherans 0.08% Add +2.4% 754,498 $40.3M
Allianz Asset Management GmbH 0.07% Reduce -8.8% 721,787 $38.5M
Manufacturers Life Insurance Company, The 0.04% Add +4.2% 721,682 $38.5M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -34.4% 712,782 $38.0M
BNP Paribas Financial Markets 0.05% Reduce -10.1% 712,536 $38.0M
Jennison Associates LLC 0.03% New 702,998 $37.5M
RNC Capital Management LLC 2.14% Add +19.9% 702,889 $37.5M
Swiss National Bank 0.03% Reduce -4.2% 687,926 $36.7M
Barclays PLC 0.02% Reduce -3.0% 687,288 $36.7M
Schonfeld Strategic Advisors LLC 0.29% Add +299.6% 686,639 $36.7M
National Bank of Canada 0.06% Add +132.9% 652,401 $36.2M
Captrust Financial Advisors 0.12% Add +23.4% 608,862 $32.5M
Yaupon Capital Management LP 2.64% Add +136.3% 573,710 $30.6M
Deutsche Bank AG 0.01% Add +5.2% 552,494 $29.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -3.5% 547,982 $29.3M
Citigroup Inc. 0.03% Reduce -24.4% 547,145 $29.2M
Hudson Bay Capital Management LP 0.28% Reduce -6.6% 514,718 $27.5M
D. E. Shaw & Co. 0.04% Add +337.3% 490,001 $26.2M
AQR Capital Management 0.04% Reduce -24.3% 481,597 $25.7M
Guggenheim Capital LLC 0.18% Reduce -2.6% 478,816 $25.6M
Cohen & Steers, Inc. 0.05% Reduce -16.3% 474,479 $25.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +6.6% 447,928 $23.9M
Alps Advisors Inc. 0.17% Add +2.8% 447,291 $23.9M
Russell Investments Group, Ltd. 0.04% Add +107.7% 428,264 $22.9M
HITE Hedge Asset Management LLC 2.22% Add +943.9% 414,105 $22.1M
Eagle Asset Management Inc. 0.11% Reduce -0.4% 415,362 $21.9M
Rhumbline Advisers 0.02% Reduce -0.1% 388,776 $20.8M
Credit Suisse AG/ 0.02% Add +4.1% 376,421 $20.1M
State Board of Administration of Florida Retirement System 0.05% Add +11.2% 316,455 $19.3M
Greenland Capital Management LP 3.13% Add +89.7% 353,400 $18.9M
GW Henssler & Associates Ltd. 1.09% Add +43.9% 348,278 $18.6M
Alliancebernstein L.P. 0.01% Reduce -7.5% 347,888 $18.6M
Tudor Investment Corporation 0.23% Reduce -12.8% 346,982 $18.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +872.5% 335,442 $17.9M
Aventail Capital Group, LP 1.37% Add +86.1% 335,050 $17.9M
Sei Investments Co. 0.03% Add +18.5% 334,224 $17.8M
GAMCO Investors 0.18% Reduce -2.4% 330,805 $17.7M
Qube Research & Technologies Ltd 0.03% Reduce -71.5% 320,272 $17.1M
CIBC Private Wealth Group LLC 0.03% New 322,634 $17.0M
Cwm, LLC 0.08% Add +1.3% 314,029 $16.8M
LSV Asset Management 0.03% Reduce -19.0% 313,600 $16.7M
Royal Bank of Canada 0.00% Reduce -15.0% 310,130 $16.6M
California State Teachers Retirement System 0.02% Reduce -3.6% 309,114 $16.5M
Korea Investment CORP 0.04% Reduce -18.3% 300,223 $16.0M
Teilinger Capital Ltd. 6.73% Reduce -23.8% 294,000 $15.7M
Crawford Investment Counsel Inc. 0.29% Add +6.4% 292,485 $15.6M
Principal Financial Group Inc. 0.01% Add +2.5% 286,497 $15.3M
New York State Teachers Retirement System 0.03% Reduce -9.4% 275,216 $14.7M
Envestnet Asset Management Inc. 0.01% Reduce -55.0% 271,857 $14.5M
Voya Investment Management LLC 0.02% Reduce -0.1% 268,685 $14.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +20.9% 263,709 $14.1M
PointState Capital LP 0.42% Add +48.0% 259,681 $13.9M
Scout Investments, Inc. 0.33% Reduce -41.7% 252,921 $13.3M
Wellington Management Group LLP 0.00% Reduce -0.4% 248,503 $13.3M
Bank of Nova Scotia 0.03% Reduce -41.1% 245,115 $13.1M
Cullen/Frost Bankers, Inc. 0.19% Add +6.1% 244,870 $13.1M
Wedge Capital Management L L P 0.21% Reduce -13.4% 241,138 $12.9M
Renaissance Technologies 0.02% Reduce -60.6% 227,202 $12.1M
ING Groep NV 0.08% Reduce -34.4% 224,479 $12.0M
Susquehanna Fundamental Investments, LLC 0.54% New 217,362 $11.6M
Panagora Asset Management Inc. 0.06% Reduce -50.6% 214,128 $11.4M
Illinois Municipal Retirement Fund 0.17% Reduce -1.7% 210,745 $11.3M
Exencial Wealth Advisors, LLC 0.42% Add +0.2% 209,455 $11.2M
Holocene Advisors, LP 0.04% Add +159.5% 209,388 $11.2M
Wells Fargo & Company 0.00% Add +47.9% 202,207 $10.8M
Magellan Asset Management Ltd 0.10% Reduce -93.5% 195,206 $10.4M
Amundi 0.00% Reduce -81.6% 204,154 $10.4M
Ameriprise Financial Inc. 0.00% Reduce -80.5% 194,868 $10.4M
Prudential Financial Inc. 0.01% Reduce -8.4% 188,569 $10.1M
Macquarie Group Ltd. 0.01% Add +336.1% 817,642 $9.9M
Natixis 0.05% Add +312.9% 180,541 $9.6M
Sonora Investment Management Group, LLC 0.75% Add +4.1% 178,833 $9.5M
State of Wisconsin Investment Board 0.02% Add +40.0% 175,906 $9.4M
Leeward Investments, LLC - MA 0.41% Add +4.0% 171,388 $9.1M
M&T Bank Corp 0.03% Add +0.7% 167,715 $9.0M
Gotham Asset Management 0.13% Add +49.1% 159,685 $8.5M
Oppenheimer Asset Management Inc. 0.12% Reduce -4.1% 158,256 $8.4M
Ossiam 0.14% New 150,400 $8.0M
Wexford Capital LP 1.55% Add +86.1% 141,848 $7.6M
Schaper Benz & Wise Investment Counsel Inc. 0.63% Add +8.8% 141,150 $7.5M
Crestline Management, L.P. 0.70% New 138,138 $7.4M
Capital Fund Management S.A. 0.09% Add +39.0% 137,106 $7.3M
New York State Common Retirement Fund 0.01% Reduce -10.6% 133,138 $7.1M
Mackenzie Financial Corp. 0.01% Add +10.7% 133,086 $7.1M
Ensign Peak Advisors, Inc 0.01% Reduce -21.3% 132,909 $7.1M
Decade Renewable Partners LP 3.71% Add +17.2% 131,269 $7.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.9% 127,439 $6.8M
Bryn Mawr Trust Advisors, LLC 0.38% Add +8.5% 125,081 $6.6M
Treasurer of the State of North Carolina 0.03% Add +0.6% 118,726 $6.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -3.5% 118,471 $6.3M
Mutual of America Capital Management LLC 0.07% Add +8.7% 118,079 $6.3M
LPL Financial LLC 0.00% Add +5.1% 115,873 $6.2M
Moneta Group Investment Advisors LLC 0.10% Add +1.9% 115,730 $6.2M
Summit Global Investments 0.46% Reduce -21.9% 115,029 $6.1M
Neuberger Berman Group LLC 0.01% Reduce -7.0% 113,528 $6.1M
BTG Pactual Global Asset Management Ltd 1.92% Reduce -11.3% 112,776 $6.0M
Advocate Group LLC 1.19% Add +15.2% 112,247 $6.0M
Ontario Teachers Pension Plan Board 0.06% Add +12.4% 111,694 $6.0M
Creative Planning 0.01% Add +7.8% 106,475 $5.7M
First Manhattan Co. Llc. 0.02% Reduce -17.2% 104,770 $5.6M
Stifel Financial Corp. 0.01% Add +20.5% 102,259 $5.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.4% 100,156 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -7.4% 98,966 $5.3M
Oppenheimer & Co. Inc. 0.08% Reduce -3.6% 93,973 $5.0M
Worldquant Millennium Advisors LLC 0.06% Reduce -54.3% 92,483 $4.9M
Harvest Portfolios Group Inc. 0.19% Add +6.0% 90,517 $4.8M
Van Eck Associates Corp. 0.01% Add +14.2% 90,415 $4.8M
Quantbot Technologies LP 0.27% New 89,779 $4.8M
HRT Financial LP 0.03% Reduce -59.5% 89,752 $4.8M
HUB Investment Partners, LLC 0.26% Add +0.3% 88,397 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -84.5% 87,424 $4.7M
Canada Pension Plan Investment Board 0.00% Reduce -53.6% 87,200 $4.7M
Gateway Investment Advisers LLC 0.05% Reduce -56.0% 86,806 $4.6M
Meritage Portfolio Management 0.29% Reduce -5.6% 85,794 $4.6M
Quantinno Capital Management LP 0.10% Add +310.8% 85,287 $4.6M
Natixis Advisors, LLC 0.01% Reduce -6.0% 84,648 $4.5M
Resona Asset Management Co.,Ltd. 0.03% — 84,276 $4.5M
Raymond James Financial Services Advisors, Inc. 0.01% Add +5.9% 83,471 $4.5M
Asset Management One Co., Ltd. 0.02% Reduce -4.8% 82,578 $4.4M
TD Asset Management Inc 0.00% Reduce -47.3% 81,139 $4.3M
State of Alaska, Department of Revenue 0.05% Reduce -10.5% 75,897 $4.0M
Ledyard National Bank 0.39% Reduce -8.7% 74,852 $4.0M
IFM Investors Pty Ltd 0.04% Add +1.4% 74,095 $4.0M
Intech Investment Management LLC 0.06% Add +344.8% 73,944 $3.9M
Nisa Investment Advisors, LLC 0.03% Add +0.0% 72,847 $3.9M
Squarepoint Ops LLC 0.02% Reduce -76.4% 72,325 $3.9M
Toronto Dominion Bank 0.01% Reduce -44.6% 71,537 $3.8M
State of Michigan Retirement System 0.02% Add +0.1% 71,281 $3.8M
Financial Counselors Inc. 0.06% Reduce -3.7% 70,237 $3.7M
Point72 Hong Kong Ltd 0.19% Add +62.9% 69,208 $3.7M
Aberdeen Group plc 0.01% Reduce -11.8% 67,474 $3.6M
Swiss Life Asset Management Ltd 0.05% Reduce -26.7% 66,958 $3.6M
Keene & Associates, Inc. 2.59% New 64,935 $3.5M
Nomura Asset Management Co. Ltd. 0.01% Reduce -11.8% 64,878 $3.5M
Kempner Capital Management Inc. 1.85% Reduce 0.0% 64,067 $3.4M
Wasatch Advisors LP 0.02% New 63,560 $3.4M
Arizona State Retirement System 0.02% Add +0.1% 63,184 $3.4M
Edgemoor Investment Advisors, Inc. 0.31% Add +4.4% 61,476 $3.3M
Commonwealth Equity Services, LLC 0.01% Reduce -0.3% 61,434 $3.3M
American International Group, Inc. 0.01% Reduce -0.3% 60,019 $3.2M
Jump Financial, LLC 0.09% Add +51.2% 59,180 $3.2M
Amalgamated Bank 0.03% Add +7.4% 58,665 $3.1M
USS Investment Management Ltd 0.02% Reduce -42.6% 56,119 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.1% 52,940 $3.0M
WCG Wealth Advisors LLC 0.24% Reduce -9.2% 54,319 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -0.1% 54,214 $2.9M
MetLife Investment Management, LLC 0.02% Reduce -3.6% 53,646 $2.9M
Comerica Bank 0.01% Add +0.3% 53,067 $2.8M
Cubist Systematic Strategies, LLC 0.03% Reduce -84.2% 53,012 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.9% 52,602 $2.8M
Aquatic Capital Management LLC 0.09% Add +34.0% 52,400 $2.8M
Trilogy Capital Inc. 0.16% Add +0.7% 52,238 $2.8M
PNC Financial Services Group, Inc. 0.00% Add +49.6% 52,200 $2.8M
Cetera Investment Advisers 0.01% Add +66.3% 51,538 $2.8M
Raymond James & Associates 0.00% Reduce -22.2% 51,311 $2.7M
Jane Street Group, LLC 0.00% Reduce -90.5% 50,872 $2.7M
Retirement Systems of Alabama 0.01% Add +0.1% 50,703 $2.7M
Pictet Asset Management Holding SA 0.00% Reduce -10.0% 49,741 $2.7M
Benjamin F. Edwards & Company, Inc. 0.05% Add +53.7% 48,086 $2.6M
Wealthfront Advisers LLC 0.01% Add +412.1% 47,966 $2.6M
Soltis Investment Advisors LLC 0.29% Add +3.8% 47,882 $2.6M
Texas Permanent School Fund Corp. 0.02% Add +2.5% 47,485 $2.5M
Y-Intercept (Hong Kong) Ltd 0.19% Add +1050.8% 47,484 $2.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -0.8% 46,670 $2.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -0.8% 46,670 $2.5M
Corient Private Wealth LP 0.00% Add +29.6% 46,409 $2.5M
Point72 (DIFC) Ltd 0.19% — 45,802 $2.4M
State of Tennessee, Department of Treasury 0.01% Add +30.7% 45,519 $2.4M
QRG Capital Management, Inc. 0.03% Add +2.0% 45,265 $2.4M
Icon Advisers Inc. 0.53% Reduce -6.4% 45,300 $2.4M
Mercer Global Advisors Inc. 0.01% Reduce -1.5% 43,919 $2.3M
Mariner, LLC 0.00% Reduce -3.7% 43,006 $2.3M
Sagefield Capital LP 0.28% Reduce -31.9% 42,946 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +3.2% 42,375 $2.3M
Redwood Investment Management, LLC 0.21% Add +13.2% 42,168 $2.3M
Headlands Technologies LLC 0.53% Add +2.8% 41,119 $2.2M
Czech National Bank 0.03% Add +0.5% 40,414 $2.2M
Community Bank of Raymore 1.01% Reduce -24.0% 40,260 $2.1M
Utah Retirement Systems 0.02% No change 38,427 $2.1M
CIBC Asset Management Inc 0.01% Add +2.2% 38,345 $2.0M
Keeley-Teton Advisors, LLC 0.25% Add +0.6% 37,950 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -63.8% 37,028 $2.0M
First PREMIER Bank 0.52% Reduce -3.0% 36,908 $2.0M
US Bancorp \de 0.00% Reduce -6.0% 36,878 $2.0M
Entropy Technologies, LP 0.21% Add +129.2% 36,838 $2.0M
Commerce Bank 0.01% Add +9.7% 36,056 $1.9M
Twin Capital Management Inc. 0.23% Reduce -7.5% 35,125 $1.9M
SG Americas Securities, LLC 0.01% Add +82.3% 35,108 $1.9M
Janus Henderson Group PLC 0.00% Add +0.0% 34,475 $1.8M
Conning Inc. 0.06% No change 34,345 $1.8M
Pathway Financial Advisers, LLC 0.65% Add +61.5% 33,979 $1.8M
Cerity Partners LLC 0.00% Reduce -43.7% 33,934 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 33,476 $1.8M
Qsemble Capital Management, LP 0.39% Reduce -4.9% 33,240 $1.8M
Lido Advisors, LLC 0.02% Add +398.0% 33,003 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -65.3% 32,675 $1.7M
Inspire Investing, LLC 0.18% Add +6.5% 32,287 $1.7M
WealthTrust Axiom LLC 0.55% Reduce -3.3% 32,052 $1.7M
Schroder Investment Management Group 0.00% Reduce -4.8% 32,041 $1.7M
New York Life Investment Management LLC 0.02% Reduce -3.7% 31,212 $1.7M
Xponance LLC 0.02% Add +7.1% 30,770 $1.6M
Glenmede Trust Co. NA 0.01% Add +25.8% 30,434 $1.6M
ProShare Advisors LLC 0.00% Reduce -16.6% 30,348 $1.6M
Steel Grove Capital Advisors, LLC 0.21% Add +371.2% 30,063 $1.6M
Clearbridge Investments, LLC 0.00% Reduce -16.3% 29,819 $1.6M
UMB Bank, n.a. 0.03% Reduce -4.7% 29,682 $1.6M
Axq Capital, LP 0.38% Reduce -40.3% 29,500 $1.6M
DC Investments Management, LLC 1.33% New 29,492 $1.6M
1832 Asset Management L.P. 0.00% Reduce -3.7% 29,492 $1.6M
Exchange Traded Concepts, LLC 0.04% Add +177.7% 29,041 $1.6M
Edgestream Partners, L.P. 0.08% Reduce -31.0% 28,815 $1.5M
Bokf, NA 0.03% Add +16.1% 28,091 $1.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +3.7% 27,405 $1.5M
Nissay Asset Management Corp. /Japan 0.01% Add +1.9% 26,625 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +15.0% 26,567 $1.4M
Rafferty Asset Management, LLC 0.01% Add +3.2% 26,436 $1.4M
Cullinan Associates Inc. 0.08% New 26,403 $1.4M
HighTower Advisors, LLC 0.00% Reduce -59.4% 25,927 $1.4M
Public Sector Pension Investment Board 0.01% Reduce -3.5% 26,036 $1.4M
Atom Investors LP 0.17% Reduce -28.0% 24,859 $1.3M
Vestcor Inc 0.04% Reduce -6.6% 24,092 $1.3M
Baird Financial Group, Inc. 0.00% Add +8.7% 23,976 $1.3M
Brookstone Capital Management 0.02% Add +18.3% 23,945 $1.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -11.7% 23,883 $1.3M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.9% 23,588 $1.3M
National Pension Service 0.00% No change 23,414 $1.2M
Cresset Asset Management, LLC 0.01% Add +41.9% 23,148 $1.2M
Cibc World Markets Corp. 0.01% Reduce -87.2% 23,010 $1.2M
Daiwa Securities Group Inc. 0.01% Add +10.6% 22,934 $1.2M
Prospera Financial Services Inc 0.04% Add +14.3% 22,740 $1.2M
WINTON GROUP Ltd 0.08% New 22,432 $1.2M
Centiva Capital, LP 0.07% Add +120.0% 22,000 $1.2M
Pensionfund Sabic 0.35% No change 22,000 $1.2M
Retirement Planning Group, LLC 0.09% Reduce -1.3% 21,747 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -4.3% 21,507 $1.1M
UniSuper Management Pty Ltd 0.01% Add +606.2% 20,403 $1.1M
Cipher Capital LP 0.50% Reduce -28.0% 20,331 $1.1M
Fifth Third Bancorp 0.00% Add +2.8% 19,929 $1.1M
Brookmont Capital Management 0.56% Add +0.7% 19,785 $1.1M
Adamsbrown Wealth Consultants LLC 0.43% Reduce -0.3% 19,696 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -52.6% 19,685 $1.1M
Gulf International Bank (UK) Ltd 0.03% No change 19,141 $1.0M
Wealthspire Advisors, LLC 0.01% Add +1.0% 19,009 $1.0M
CI Investments Inc. 0.00% Add +16.4% 18,901 $1.0M
Assetmark, Inc. 0.00% Reduce -3.5% 18,875 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.9% 18,774 $1.0M
Truist Financial Corp. 0.00% Reduce -79.2% 18,434 $984K
DekaBank Deutsche Girozentrale 0.00% Reduce -52.2% 18,435 $976K
Kestra Advisory Services, LLC 0.01% Add +0.8% 17,720 $946K
LMCG Investments, LLC 0.06% Reduce -28.1% 17,693 $944K
Unique Wealth Strategies, LLC 0.46% New 17,596 $939K
Kentucky Retirement Systems 0.03% Reduce -5.1% 17,446 $931K
Savant Capital, LLC 0.01% Add +260.2% 17,043 $910K
SeaCrest Wealth Management, LLC 0.11% Add +6.7% 16,943 $904K
Bayesian Capital Management, LP 0.09% Reduce -41.5% 16,900 $902K
Financial Partners Group, Inc 0.14% Reduce -18.4% 16,638 $888K
Schnieders Capital Management LLC 0.18% Reduce -1.6% 16,448 $878K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.2% 16,394 $875K
Maryland State Retirement & Pension System 0.02% No change 17,360 $868K
Albion Financial Group 0.07% No change 16,070 $858K
Tower Research Capital LLC (TRC) 0.02% Reduce -66.4% 16,002 $854K
Rockland Trust Co. 0.04% Add +7.4% 15,814 $844K
Pacer Advisors, Inc. 0.00% Add +2.7% 15,624 $834K
J.W. Cole Advisors, Inc. 0.04% Reduce -4.9% 15,423 $822K
Prudential PLC 0.01% Reduce -36.8% 15,310 $817K
Paradigm Asset Management Co. LLC 0.20% No change 15,100 $806K
Pathstone Holdings, LLC 0.00% Add +5.8% 14,979 $800K
Groupama Asset Managment 0.01% New 14,813 $791K
Hartford Investment Management Co. 0.03% Reduce -5.1% 14,685 $784K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.9% 14,552 $777K
Credential Qtrade Securities Inc. 0.04% Add +21.3% 14,539 $776K
Edmonds Duncan Registered Investment Advisors, LLC 0.19% No change 14,359 $766K
Private Advisor Group, LLC 0.01% Add +0.1% 14,327 $765K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.5% 14,237 $760K
Shell Asset Management Co. 0.03% Reduce -54.6% 14,277 $756K
Huber Capital Management LLC 0.17% Reduce -9.9% 14,148 $755K
ClearAlpha Technologies LP 0.32% Add +44.4% 14,051 $750K
Securian Asset Management, Inc. 0.02% Reduce -7.0% 13,495 $720K
Janney Montgomery Scott LLC 0.00% Add +10.0% 13,464 $719K
Louisiana State Employees Retirement System 0.01% Reduce -3.6% 13,400 $715K
Credit Agricole S A 0.01% Add +79.4% 13,955 $711K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.3% 13,118 $700K
LaFleur & Godfrey LLC 0.10% Add +12.5% 12,585 $672K
Robeco Institutional Asset Management B.V. 0.00% Reduce -20.2% 12,583 $672K
Coppell Advisory Solutions Corp. 0.13% — 12,574 $671K
Acadian Asset Management LLC 0.00% Add +4661.9% 12,381 $659K
KBC Group NV 0.00% No change 12,275 $655K
Miller Howard Investments Inc. 0.02% Reduce -25.6% 12,226 $653K
Lion Street Advisors, LLC 0.27% No change 12,489 $652K
Intrua Financial, LLC 0.10% Reduce -49.2% 12,060 $644K
Ethic Inc. 0.02% New 12,038 $643K
Amica Mutual Insurance Co. 0.06% No change 11,632 $621K
Freedom Investment Management, Inc. 0.05% Reduce -36.5% 11,607 $620K
New Mexico Educational Retirement Board 0.02% Reduce -3.4% 11,550 $617K
Gibson Wealth Advisors LLC 0.59% — 11,400 $609K
Moors & Cabot, Inc. 0.03% Add +6.9% 11,285 $602K
FORA Capital, LLC 0.05% Reduce -80.1% 10,830 $578K
Midwest Financial Group LLC 0.39% Reduce -6.9% 10,793 $576K
Blair William & Co. 0.00% Add +4.4% 10,571 $564K
Concurrent Investment Advisors, LLC 0.02% Reduce -0.1% 10,505 $561K
CreativeOne Wealth, LLC 0.02% Add +18.1% 10,353 $553K
Teacher Retirement System of Texas 0.00% Reduce -1.8% 10,368 $553K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.6% 10,212 $545K
Trust Co of Kansas 0.29% Add +12.5% 9,857 $526K
Nordea Investment Management AB 0.00% No change 9,803 $523K
Mattern Wealth Management LLC 0.13% Add +0.2% 9,726 $519K
IFP Advisors, Inc 0.02% Add +1.5% 9,689 $517K
Qtron Investments LLC 0.07% No change 9,601 $513K
CoreFirst Bank & Trust 0.32% Reduce -24.3% 9,590 $512K
Caprock Group, LLC 0.03% Add +65.3% 9,542 $509K
Iams Wealth Management, LLC 0.31% Add +15.1% 10,104 $503K
Metropolitan Life Insurance Co 0.02% Reduce -0.9% 9,264 $495K
Ieq Capital, LLC 0.01% Add +19.6% 9,132 $487K
Smith, Moore & Co. 0.05% Add +0.1% 9,043 $483K
Fairview Capital Investment Management, LLC 0.03% No change 9,000 $480K
Johnson Investment Counsel Inc. 0.01% Add +8.8% 8,835 $472K
Synovus Financial Corp. 0.01% Add +1.9% 8,813 $470K
Moody National Bank Trust Division 0.04% Reduce -1.5% 8,765 $468K
NewEdge Advisors, LLC 0.00% Add +47.3% 8,716 $465K
Agf Management Ltd. 0.00% Reduce -86.3% 8,672 $463K
Profund Advisors LLC 0.02% Reduce -7.7% 8,574 $458K
Westpac Banking Corp. 0.03% Reduce -82.5% 8,520 $455K
Pinebridge Investments, L.P. 0.00% Reduce -2.1% 8,390 $448K
Zacks Investment Management 0.00% Reduce -98.5% 8,324 $444K
Parallel Advisors, LLC 0.01% Add +3.8% 8,320 $444K
Twinbeech Capital LP 0.01% Reduce -97.0% 8,252 $440K
Steph & Co. 0.15% New 8,189 $437K
HighPoint Advisor Group LLC 0.03% Reduce -4.1% 7,822 $436K
Evoke Wealth, LLC 0.01% New 8,153 $435K
United Capital Financial Advisors, LLC 0.00% Add +27.8% 8,046 $429K
Nicolet Bankshares Inc. 0.09% No change 8,000 $427K
Transcend Capital Advisors, LLC 0.03% No change 8,000 $427K
Concourse Financial Group Securities, Inc. 0.03% Reduce -26.2% 7,991 $427K
D.B. Root & Company, LLC 0.14% No change 7,921 $423K
Jeppson Wealth Management, LLC 0.16% Reduce -2.9% 7,870 $420K
XTX Topco Ltd 0.06% New 7,798 $416K
Empirical Finance, LLC 0.03% Add +3.8% 7,763 $414K
Keybank National Association 0.00% Reduce -2.3% 7,679 $410K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -16.6% 7,640 $408K
Sunbelt Securities, Inc. 0.05% Add +105.2% 7,611 $406K
Norinchukin Bank, The 0.01% Reduce -1.3% 7,587 $405K
AE Wealth Management LLC 0.00% Reduce -79.8% 7,584 $405K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -7.4% 7,581 $405K
First Trust Direct Indexing L.P. 0.03% Add +71.2% 7,433 $397K
Metis Global Partners, LLC 0.01% Reduce -0.6% 7,391 $395K
Sherbrooke Park Advisers LLC 0.08% New 7,386 $394K
Atria Wealth Solutions, Inc. 0.00% Reduce -32.3% 7,374 $394K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 7,290 $389K
Naples Global Advisors, LLC 0.04% Reduce -6.9% 7,238 $386K
Prime Capital Investment Advisors, LLC 0.01% Add +0.8% 7,206 $385K
Novak & Powell Financial Services, Inc. 0.29% Add +1.2% 7,185 $384K
Coldstream Capital Management Inc. 0.01% Add +36.1% 7,091 $379K
Ti-Trust, Inc. 0.28% New 7,047 $376K
Convergence Investment Partners, LLC 0.14% New 6,999 $374K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +2.6% 6,973 $372K
Vaughan David Investments LLC 0.01% Reduce -98.9% 6,967 $372K
Waverly Advisors, LLC 0.01% New 6,928 $370K
Signaturefd, LLC 0.01% Add +63.6% 6,701 $358K
Verity Asset Management, Inc. 0.20% Add +53.1% 6,633 $354K
Kornitzer Capital Management Inc. 0.01% Reduce -1.4% 6,579 $351K
Chicago Partners Investment Group LLC 0.01% Add +0.0% 6,708 $350K
IHT Wealth Management, LLC 0.01% Reduce -4.3% 6,479 $346K
Evergreen Capital Management LLC 0.01% Add +30.1% 6,462 $345K
Equitable Holdings, Inc. 0.00% Reduce -3.1% 6,461 $345K
KCM Investment Advisors LLC 0.01% Reduce -6.0% 6,452 $344K
OneDigital Investment Advisors LLC 0.01% Add +14.2% 6,341 $338K
Waterfront Wealth Inc. 0.09% No change 6,441 $338K
FineMark National Bank & Trust 0.01% Reduce -14.1% 6,192 $331K
Park Avenue Securities LLC 0.00% Reduce -16.6% 6,174 $330K
Rakuten Investment Management, Inc. 0.00% Add +987.5% 6,177 $330K
Point72 Asia (Singapore) Pte. Ltd. 0.09% Reduce -89.8% 6,172 $329K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +2.8% 6,159 $329K
Lincoln National Corp. 0.01% Add +32.1% 6,129 $327K
MML Investors Services, LLC 0.00% Reduce -90.2% 6,116 $326K
Focus Partners Advisor Solutions, LLC 0.01% New 6,092 $325K
FAS Wealth Partners, Inc. 0.03% Add +2.7% 6,092 $325K
Westwood Holdings Group Inc. 0.00% Add +8.3% 6,076 $324K
Focus Partners Wealth 0.00% New 6,067 $324K
Trust Co 0.04% No change 6,017 $321K
Raymond James Trust N.A. 0.01% Reduce -11.9% 5,988 $320K
Jones Financial Companies LLLP 0.00% Add +103.0% 5,984 $319K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +7.5% 5,917 $316K
Wealthcare Advisory Partners LLC 0.01% New 5,874 $314K
Townsquare Capital LLC 0.00% Add +12.7% 5,871 $313K
Garner Asset Management Corp 0.12% Add +8.3% 5,825 $311K
Integrated Wealth Concepts LLC 0.00% Reduce -4.0% 5,814 $310K
HB Wealth Management, LLC 0.00% Add +22.7% 5,725 $306K
B. Metzler seel. Sohn & Co. AG 0.00% No change 5,655 $302K
Intrust Bank NA 0.03% Reduce -7.1% 5,579 $298K
Schulhoff & Co. Inc. 0.13% No change 5,500 $294K
O'shaughnessy Asset Management, LLC 0.00% New 5,425 $290K
Mgo One Seven LLC 0.01% Add +17.9% 5,389 $288K
Quadrature Capital Ltd 0.00% Reduce -84.8% 5,377 $287K
Vista Investment Partners LLC 0.10% Reduce -0.8% 5,358 $286K
Compound Planning, Inc. 0.03% New 5,354 $286K
Regions Financial Corp. 0.00% Reduce -7.5% 5,246 $280K
GAMMA Investing LLC 0.06% Add +34.7% 5,102 $272K
GoalVest Advisory LLC 0.09% No change 5,093 $272K
NEOS Investment Management LLC 0.02% New 5,084 $271K
Capula Management Ltd 0.01% New 5,074 $271K
Systematic Portfolios LLC 0.89% New 5,066 $270K
Syon Capital LLC 0.03% Add +8.6% 5,020 $268K
CGN Advisors LLC 0.03% Reduce -2.0% 4,996 $267K
CENTRAL TRUST Co 0.01% No change 4,991 $266K
Meeder Advisory Services, Inc. 0.03% New 4,945 $264K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.0% 4,922 $263K
Tocqueville Asset Management L.P. 0.00% No change 4,900 $262K
NorthRock Partners, LLC 0.01% Add +5.8% 4,888 $261K
Modern Wealth Management, LLC 0.02% Add +9.7% 4,756 $254K
Aerodigm Wealth, LLC 0.10% New 4,756 $254K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -26.3% 4,675 $250K
Royal Fund Management, LLC 0.03% Add +0.4% 4,633 $247K
Black Diamond Financial, LLC 0.07% No change 4,729 $247K
Kingswood Wealth Advisors, LLC 0.03% Add +7.0% 4,573 $244K
Integris Wealth Management, LLC 0.07% No change 4,570 $244K
MainStreet Investment Advisors LLC 0.03% Reduce -17.3% 4,523 $241K
Larson Financial Group LLC 0.02% Add +81.1% 4,517 $241K
Bailard, Inc. 0.01% Reduce -87.9% 4,460 $238K
Walker Asset Management, LLC 0.16% Add +1.0% 4,405 $235K
Martingale Asset Management L P 0.00% Reduce -97.5% 4,400 $235K
New Century Financial Group, LLC 0.16% Reduce -13.9% 4,395 $235K
Cornerstone Wealth Management, LLC 0.02% Reduce -1.4% 4,357 $233K
Simplex Trading, LLC 0.01% Add +214.4% 4,332 $231K
Artisan Partners Limited Partnership 0.00% New 4,308 $230K
Sound Stewardship, LLC 0.14% No change 4,226 $226K
Krane Funds Advisors LLC 0.01% Reduce -53.5% 4,220 $225K
D.A. Davidson & Co. 0.00% Reduce -1.6% 4,152 $222K
V-Square Quantitative Management LLC 0.03% No change 4,131 $221K
Valeo Financial Advisors, LLC 0.01% New 4,198 $220K
Wolverine Trading, LLC 0.00% New 4,111 $219K
Vident Advisory, LLC 0.00% New 4,101 $219K
Uncommon Cents Investing LLC 0.07% New 4,080 $218K
Lanark Financial, Inc. 0.02% Add +1.3% 4,028 $215K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -9.1% 4,025 $215K
Financial Network Wealth Advisors LLC 0.21% No change 4,020 $215K
Stelac Advisory Services LLC 0.10% New 4,000 $214K
Alpha Family Trust 0.13% New 3,970 $212K
Two Sigma Securities, LLC 0.01% New 3,960 $211K
Cibc World Market Inc. 0.00% New 3,952 $211K
Alberta Investment Management Corp 0.00% No change 3,900 $208K
Symmetry Partners, LLC 0.02% No change 3,872 $207K
PFG Investments, LLC 0.01% New 3,788 $202K
First National Advisers, LLC 0.04% New 3,761 $201K
Capstone Investment Advisors, LLC 0.01% Reduce -51.0% 3,729 $199K
Sound Income Strategies, LLC 0.01% No change 3,718 $198K
Horizon Investments, LLC 0.01% Add +2.6% 3,655 $195K
Lazard Asset Management LLC 0.00% No change 3,645 $194K
Allworth Financial LP 0.00% Reduce -30.6% 3,625 $194K
T. Rowe Price Investment Management, Inc. 0.00% Add +107.3% 3,420 $183K
Mather Group, Llc. 0.00% New 3,333 $174K
Quent Capital, LLC 0.02% Add +0.5% 3,205 $171K
FinTrust Capital Advisors, LLC 0.03% No change 3,164 $169K
Bessemer Group Inc. 0.00% Add +31.9% 2,922 $157K
Riggs Asset Managment Co. Inc. 0.04% No change 2,800 $149K
Peoples Bank 0.11% No change 2,655 $142K
Ameritas Investment Partners, Inc. 0.00% No change 2,553 $136K
Danske Bank A/S 0.00% — 2,500 $133K
Arax Advisory Partners 0.01% Add +1.2% 2,211 $118K
Steward Partners Investment Advisory, LLC 0.00% Add +23.4% 2,154 $115K
Tucker Asset Management LLC 0.03% Add +24.8% 2,137 $114K
Farther Finance Advisors, LLC 0.01% Add +245.2% 2,085 $110K
Kelly Financial Services LLC 0.04% No change 2,054 $110K
AlphaQuest LLC 0.02% Reduce -82.8% 1,941 $104K
Spirit of America Management Corp. 0.02% Add +42.3% 1,850 $99K
Tradewinds Capital Management, LLC 0.03% New 1,800 $96K
Ostrum Asset Management 0.01% No change 1,786 $95K
Global Retirement Partners, LLC 0.00% Reduce -5.4% 1,723 $92K
Walleye Capital LLC 0.00% New 1,700 $91K
Quadrant Capital Group LLC 0.01% Reduce -31.8% 1,666 $89K
Huntington National Bank 0.00% Reduce -5.5% 1,629 $87K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -14.5% 1,612 $86K
Advantage Trust Co 0.06% No change 1,597 $85K
Trust Co. of Vermont 0.00% Add +22542.9% 1,585 $85K
Centennial Bank 0.04% No change 1,554 $83K
Gen-Wealth Partners Inc 0.04% — 1,519 $81K
GPS Wealth Strategies Group, LLC 0.01% No change 1,518 $81K
Hilltop National Bank 0.03% — 1,380 $74K
Loomis Sayles & Co. L P 0.00% Reduce -15.4% 1,308 $70K
Blue Trust, Inc. 0.00% Add +4.8% 1,275 $68K
Harbour Investments, Inc. 0.00% Reduce -0.8% 1,257 $67K
Geneos Wealth Management Inc. 0.00% Add +0.3% 1,227 $66K
Westside Investment Management, Inc. 0.01% No change 1,174 $63K
Hantz Financial Services, Inc. 0.00% Reduce -98.1% 1,162 $62K
Continuum Advisory, LLC 0.01% New 1,069 $60K
Retirement Group, LLC 0.02% Add +30.3% 1,074 $57K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 1,070 $57K
LGT Financial Advisors LLC 0.07% No change 1,064 $57K
Glass Jacobson Investment Advisors llc 0.02% No change 1,010 $54K
Delta Asset Management LLC 0.00% Reduce -2.4% 1,005 $54K
Crewe Advisors LLC 0.01% New 1,002 $53K
First Financial Corp. 0.03% No change 1,000 $53K
Ruedi Wealth Management, Inc. 0.02% No change 1,000 $53K
ICA Group Wealth Management, LLC 0.01% No change 1,000 $53K
Montag A & Associates Inc. 0.00% No change 1,000 $53K
HM Payson & Co. 0.00% Reduce -11.1% 1,000 $53K
Rogco, LP 0.02% Reduce -49.9% 983 $52K
Mowery & Schoenfeld Wealth Management, LLC 0.10% No change 976 $52K
Caldwell Sutter Capital, Inc. 0.02% No change 956 $51K
Principal Securities, Inc. 0.00% Add +11.4% 911 $49K
Asset Dedication, LLC 0.00% No change 885 $48K
SRH Advisors, LLC 0.01% No change 886 $47K
First Horizon Advisors, Inc. 0.00% Reduce -4.2% 865 $46K
Atwood & Palmer Inc. 0.00% No change 855 $46K
Whittier Trust Co. of Nevada Inc. 0.00% No change 854 $46K
City State Bank 0.02% Add +3.3% 835 $45K
Spire Wealth Management 0.00% Reduce -23.5% 827 $44K
Lindbrook Capital, LLC 0.00% Add +93.9% 824 $44K
City Holding Co. 0.01% No change 808 $43K
Riverview Trust Co 0.03% New 804 $43K
Meeder Asset Management Inc. 0.00% New 785 $42K
Whittier Trust Co. 0.00% No change 781 $42K
Pinnacle Bancorp, Inc. 0.01% Add +3.8% 740 $40K
Parkside Financial Bank & Trust 0.01% Reduce -6.1% 737 $39K
TD Private Client Wealth LLC 0.00% Reduce -65.9% 734 $39K
MV Capital Management, Inc. 0.00% Reduce -1.9% 726 $39K
Tortoise Investment Management, LLC 0.00% Add +127.6% 710 $38K
Rothschild Investment LLC 0.00% Add +200.9% 689 $37K
Rosenberg Matthew Hamilton 0.01% Reduce -50.1% 666 $35K
Heritage Wealth Advisors 0.00% Reduce -17.8% 658 $35K
Pin Oak Investment Advisors Inc. 0.03% No change 660 $35K
Deseret Mutual Benefit Administrators 0.02% No change 650 $35K
Toth Financial Advisory Corp. 0.00% Add +199.5% 635 $34K
M&R Capital Management Inc. 0.01% No change 610 $33K
Mechanics Financial Corp 0.02% Add +16.4% 605 $32K
EverSource Wealth Advisors, LLC 0.00% Reduce -38.5% 614 $32K
DT Investment Partners, LLC 0.00% No change 600 $32K
Pacific Center for Financial Services 0.01% No change 598 $32K
Key Financial Inc 0.01% No change 598 $32K
Benjamin Edwards Inc. 0.01% Reduce -82.4% 579 $31K
Independence Bank of Kentucky 0.01% No change 556 $30K
CVA Family Office, LLC 0.01% Reduce -2.7% 545 $29K
Versant Capital Management, Inc 0.01% Add +52.1% 540 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $29K
Truvestments Capital LLC 0.01% Add +1.2% 506 $27K
Valley National Advisers Inc. 0.00% Add +17.8% 517 $27K
CoreCap Advisors, LLC 0.00% New 505 $27K
PSI Advisors, LLC 0.01% Reduce -50.0% 500 $27K
Motco 0.00% Reduce -0.4% 499 $27K
AdvisorNet Financial, Inc 0.00% Reduce -4.9% 482 $26K
Bank of New Hampshire 0.01% No change 478 $26K
Carolina Wealth Advisors, LLC 0.01% No change 478 $26K
Private Trust Co. NA 0.00% Reduce -9.5% 468 $25K
Elequin Capital, LP 0.01% New 451 $24K
CNB Bank 0.01% No change 447 $24K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +362.4% 430 $23K
Colonial Trust Advisors 0.00% Reduce -1.6% 422 $23K
Covestor Ltd 0.01% Reduce -6.9% 420 $22K
Kepos Capital LP 0.01% New 408 $22K
Financial Avengers, Inc. 0.01% Reduce -24.1% 407 $21K
Farmers & Merchants Investments Inc. 0.00% No change 383 $20K
Cambridge Trust Co. 0.00% No change 375 $20K
Red Tortoise LLC 0.01% No change 365 $19K
Bruce G. Allen Investments, LLC 0.02% Add +95.6% 356 $19K
Smithfield Trust Co 0.00% Reduce -18.5% 330 $18K
FSA Wealth Management LLC 0.01% No change 330 $18K
Hexagon Capital Partners LLC 0.00% Reduce -52.2% 319 $17K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -2.6% 299 $16K
WASHINGTON TRUST Co 0.00% No change 298 $16K
Smartleaf Asset Management LLC 0.00% Add +229.9% 287 $15K
Global X Japan Co., Ltd. 0.00% Reduce -10.7% 283 $15K
Zions Bancorporation, N.A. 0.00% No change 274 $15K
JNBA Financial Advisors 0.00% Add +274.0% 273 $15K
HHM Wealth Advisors, LLC 0.00% No change 270 $14K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $14K
North Star Investment Management Corp. 0.00% No change 268 $14K
Pacifica Partners Inc. 0.01% No change 275 $14K
Avior Wealth Management, LLC 0.00% Add +169.8% 259 $14K
Raleigh Capital Management Inc. 0.01% Reduce -95.3% 248 $13K
WealthCollab, LLC 0.01% No change 236 $13K
Wetzel Investment Advisors, Inc. 0.01% Reduce -4.6% 247 $13K
Missouri Trust & Investment Co 0.00% No change 226 $12K
Evermay Wealth Management LLC 0.00% No change 220 $12K
REAP Financial Group, LLC 0.00% Reduce -83.1% 218 $12K
Quarry LP 0.00% New 215 $11K
Vermillion & White Wealth Management Group, LLC 0.01% No change 209 $11K
NCP Inc. 0.01% — 200 $11K
Janiczek Wealth Management, LLC 0.00% Add +4325.0% 177 $9K
Sugarloaf Wealth Management, LLC 0.00% No change 176 $9K
Capital Advisors, Ltd. LLC 0.00% Reduce -33.6% 160 $9K
GW&K Investment Management, LLC 0.00% Reduce -9.3% 166 $9K
CGC Financial Services, LLC 0.00% No change 164 $9K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 151 $8K
Venturi Wealth Management, LLC 0.00% Add +69.7% 151 $8K
Avion Wealth 0.00% Add +7.5% 143 $8K
Paladin Advisory Group, LLC 0.01% No change 145 $8K
TD Waterhouse Canada Inc. 0.00% Reduce -71.7% 126 $7K
Brown Brothers Harriman & Co. 0.00% No change 140 $7K
Horizon Bancorp Inc. 0.00% No change 134 $7K
SYSTM Wealth Solutions LLC 0.00% Add +16.2% 129 $7K
Private Wealth Management Group, LLC 0.00% No change 119 $6K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 119 $6K
Aspect Partners, LLC 0.01% No change 119 $6K
Northwest Investment Counselors, LLC 0.00% New 119 $6K
Gilliland Jeter Wealth Management LLC 0.00% New 113 $6K
Caldwell Trust Co 0.00% No change 113 $6K
Tsfg, LLC 0.00% No change 113 $6K
Salem Investment Counselors Inc. 0.00% No change 110 $6K
New England Capital Financial Advisors LLC 0.00% No change 100 $5K
Bell Investment Advisors, Inc 0.00% Add +11.6% 96 $5K
Private Ocean, LLC 0.00% No change 96 $5K
Armstrong Advisory Group, Inc. 0.00% No change 98 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 89 $5K
Financial Gravity Asset Management, Inc. 0.00% Reduce -83.9% 85 $5K
Gables Capital Management Inc. 0.00% No change 75 $4K
Financial Management Professionals, Inc. 0.00% Add +239.1% 78 $4K
Capital Analysts, LLC 0.00% Add +1.4% 74 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -38.3% 71 $4K
JFS Wealth Advisors, LLC 0.00% Add +97.2% 71 $4K
Federation des caisses Desjardins du Quebec 0.00% No change 71 $4K
Hollencrest Capital Management 0.00% No change 65 $3K
Eagle Bay Advisors LLC 0.00% No change 64 $3K
Gradient Investments LLC 0.00% Reduce -90.6% 60 $3K
Operose Advisors LLC 0.00% New 59 $3K
Beacon Capital Management, LLC 0.00% Add +253.3% 53 $3K
POM Investment Strategies, LLC 0.00% Add +2.2% 46 $2K
Salomon & Ludwin, LLC 0.00% No change 39 $2K
Cornerstone Planning Group LLC 0.00% Reduce -72.4% 37 $2K
TFC Financial Management, Inc. 0.00% No change 32 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 29 $2K
MCF Advisors LLC 0.00% Add +53.3% 23 $1K
Tompkins Financial Corp. 0.00% Reduce -99.1% 21 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 16 $1K
Dunhill Financial, LLC 0.00% Add +20.0% 18 $960
Creekmur Asset Management LLC 0.00% New 15 $811
Clearstead Advisors, LLC 0.00% New 14 $781
SJS Investment Consulting Inc. 0.00% Add +7.7% 14 $748
Arlington Trust Co LLC 0.00% New 14 $747
Caitlin John, LLC 0.00% Reduce -13.3% 13 $704
Manchester Capital Management LLC 0.00% Reduce -77.8% 12 $641
Sandy Spring Bank 0.00% No change 12 $641
Sachetta, LLC 0.00% No change 12 $627
Orion Capital Management LLC 0.00% No change 10 $534
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $534
ClariVest Asset Management LLC 0.00% Add +11.1% 10 $530
True Wealth Design, LLC 0.00% Add +60.0% 8 $428
Clear Point Advisors Inc. 0.00% No change 8 $427
Johnson Financial Group, Inc. 0.00% No change 7 $374
Castleview Partners, LLC 0.00% No change 4 $214
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $214
Rakuten Securities, Inc. 0.00% No change 2 $107
Scarborough Advisors, LLC 0.00% No change 296 $0

"% of holder's portfolio" is EVRG's weight in each manager's 13F, not the share of Evergy Inc. the manager owns.