EvergyEVRG

13F holders, Q2 2024 (June 30)
699holders +9
70new positions
64sold out
8famous investors
$52.98avg. 13F price*

At the end of Q2 2024, 699 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 9 from Q1 2024. 70 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($1.6B), State Street Corp. ($871.6M) and BlackRock Inc. ($868.4M). 8 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Israel Englander (0.2% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions70$214.0M
Exits64$101.0M

All 13F filers, Q1 2024 → Q2 2024: 17,453,526 shares bought and 16,977,838 shares sold, net +475,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 699 holders

Vanguard Group Inc. 0.03% Reduce -2.5% 30,285,614 $1.6B
State Street Corp. 0.04% Reduce -3.3% 16,454,263 $871.6M
BlackRock Inc. 0.02% Add +2.7% 16,394,057 $868.4M
Zimmer Partners, LP 5.91% Add +151.5% 5,850,925 $309.9M
Geode Capital Management, LLC 0.03% Add +2.5% 5,813,573 $307.2M
Invesco Ltd. 0.06% Add +4.4% 5,722,535 $303.1M
Franklin Resources Inc. 0.09% Add +2.8% 5,244,100 $277.8M
Morgan Stanley 0.02% Add +13.1% 3,727,329 $197.4M
Millennium Management 0.17% Add +38.6% 3,683,000 $195.1M
Federated Hermes, Inc. 0.44% Add +18.8% 3,490,674 $184.9M
American Century Companies Inc. 0.11% Add +0.1% 3,394,957 $179.8M
Bank of New York Mellon Corp 0.03% Reduce -0.7% 2,779,801 $147.2M
Bluescape Energy Partners LLC 33.60% No change 2,657,473 $140.8M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -5.7% 2,532,351 $134.1M
Point72 Asset Management 0.39% Reduce -39.7% 2,264,812 $120.0M
Northern Trust Corp. 0.02% Reduce -19.8% 2,253,444 $119.4M
Manning & Napier Advisors LLC 1.27% — 2,123,156 $112.5M
Thompson Siegel & Walmsley LLC 1.70% Reduce -0.2% 1,998,418 $105.9M
ExodusPoint Capital Management, LP 1.09% Add +8.1% 1,869,292 $99.0M
Legal & General Group Plc 0.03% Reduce -8.1% 1,797,495 $95.2M
Two Sigma Advisers, LP 0.19% Reduce -4.2% 1,638,400 $86.8M
Duff & Phelps Investment Management Co. 1.06% Add +14.5% 1,566,286 $83.0M
Voloridge Investment Management, LLC 0.31% Reduce -1.5% 1,558,444 $82.6M
First Trust Advisors LP 0.08% Reduce -24.3% 1,507,262 $79.8M
Charles Schwab Investment Management Inc. 0.02% Add +2.6% 1,500,276 $79.5M
Two Sigma Investments, LP 0.19% Reduce -19.5% 1,484,765 $78.6M
Jennison Associates LLC 0.05% Add +110.2% 1,477,681 $78.3M
Balyasny Asset Management L.P. 0.19% Add +16.7% 1,379,325 $73.1M
JPMorgan Chase & Co. 0.01% Reduce -5.8% 1,344,989 $71.2M
Bank of America Corp. 0.01% Reduce -27.4% 1,324,831 $70.2M
Nuveen Asset Management, LLC 0.02% Reduce -2.7% 1,246,042 $68.8M
UBS Group AG 0.02% Add +18.1% 1,293,745 $68.5M
Dimensional Fund Advisors LP 0.02% Add +7.2% 1,236,343 $65.5M
AQR Capital Management 0.10% Add +147.8% 1,193,382 $63.2M
Victory Capital Management Inc. 0.06% Add +49.2% 1,178,289 $62.4M
Gabelli Funds LLC 0.48% Reduce -7.2% 1,171,307 $62.0M
Empower Advisory Group, LLC 0.22% Add +3.5% 1,104,696 $58.5M
Citadel Advisors 0.06% Reduce -12.1% 1,101,872 $58.4M
Verition Fund Management LLC 0.49% Reduce -3.7% 1,077,154 $57.1M
California Public Employees Retirement System 0.04% Reduce -19.0% 1,069,875 $56.7M
Wells Fargo & Company 0.01% Add +412.4% 1,036,093 $54.9M
Goldman Sachs Group Inc. 0.01% Reduce -3.9% 1,028,129 $54.5M
Energy Income Partners, LLC 1.20% Reduce -8.3% 1,015,588 $53.8M
Citigroup Inc. 0.05% Add +78.8% 978,379 $51.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +19.7% 974,117 $51.6M
Los Angeles Capital Management LLC 0.18% New 944,755 $50.0M
Massachusetts Financial Services Co. 0.01% Reduce -29.8% 869,155 $46.0M
FMR LLC 0.00% Reduce -57.1% 866,276 $45.9M
HSBC Holdings PLC 0.03% Reduce -24.8% 840,523 $44.6M
Old Republic International Corp. 1.79% No change 830,246 $44.0M
Bank of Montreal 0.01% Reduce -14.4% 773,153 $43.1M
Thrivent Financial for Lutherans 0.08% Reduce -1.5% 743,409 $39.4M
RNC Capital Management LLC 2.17% Add +5.2% 739,161 $39.2M
Manufacturers Life Insurance Company, The 0.04% Add +2.4% 738,756 $39.1M
BNP Paribas Financial Markets 0.04% Reduce -1.0% 705,549 $37.4M
Swiss National Bank 0.02% Reduce -1.1% 680,226 $36.0M
Allianz Asset Management GmbH 0.06% Reduce -9.4% 653,875 $34.6M
Captrust Financial Advisors 0.11% Add +5.4% 641,968 $34.0M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -14.7% 608,082 $32.2M
APG Asset Management N.V. 0.05% Reduce -41.2% 590,618 $29.2M
CBRE Investment Management Listed Real Assets LLC 0.53% New 540,785 $28.6M
Deutsche Bank AG 0.01% Reduce -2.5% 538,554 $28.5M
Yaupon Capital Management LP 2.50% Reduce -7.9% 528,470 $28.0M
Marshall Wace, LLP 0.04% New 526,995 $27.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -8.6% 500,923 $26.5M
AMF Tjanstepension AB 0.20% New 498,730 $26.4M
Hudson Bay Capital Management LP 0.22% Reduce -7.0% 478,593 $25.4M
Cohen & Steers, Inc. 0.05% No change 474,479 $25.1M
Guggenheim Capital LLC 0.18% Reduce -3.7% 461,244 $24.4M
Covalis Capital LLP 3.30% New 458,197 $24.3M
CIBC Private Wealth Group LLC 0.04% Add +40.1% 452,004 $23.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +0.1% 448,205 $23.7M
Russell Investments Group, Ltd. 0.04% Add +4.5% 447,388 $23.7M
Barclays PLC 0.01% Reduce -36.0% 440,114 $23.3M
Alps Advisors Inc. 0.16% Reduce -4.5% 427,111 $22.6M
T. Rowe Price Associates Inc. 0.00% Reduce -74.3% 419,398 $22.2M
Eagle Asset Management Inc. 0.12% Reduce -1.2% 410,430 $21.6M
Teilinger Capital Ltd. 9.84% Add +32.6% 390,000 $20.7M
HITE Hedge Asset Management LLC 2.03% Reduce -6.0% 389,415 $20.6M
Rhumbline Advisers 0.02% Reduce -1.6% 382,354 $20.3M
National Bank of Canada 0.03% Reduce -41.8% 379,891 $20.0M
Sei Investments Co. 0.03% Add +8.8% 363,497 $19.3M
GW Henssler & Associates Ltd. 1.14% Add +3.0% 358,802 $19.0M
Korea Investment CORP 0.05% Add +19.3% 358,257 $19.0M
Alliancebernstein L.P. 0.01% Reduce -1.3% 343,500 $18.2M
Voya Investment Management LLC 0.02% Add +26.1% 338,928 $18.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +24.5% 328,295 $17.4M
Royal Bank of Canada 0.00% Add +5.6% 327,395 $17.3M
Cwm, LLC 0.08% Add +0.5% 315,455 $16.7M
Envestnet Asset Management Inc. 0.01% Add +13.2% 307,797 $16.3M
California State Teachers Retirement System 0.02% Reduce -1.6% 304,073 $16.1M
GAMCO Investors 0.17% Reduce -9.9% 298,151 $15.8M
Crawford Investment Counsel Inc. 0.29% Reduce -0.8% 290,227 $15.4M
LSV Asset Management 0.03% Reduce -8.2% 287,770 $15.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -10.2% 284,170 $15.1M
Greenland Capital Management LP 3.23% Reduce -19.9% 282,940 $15.0M
Prudential Financial Inc. 0.02% Add +48.1% 279,329 $14.8M
Ameriprise Financial Inc. 0.00% Add +39.6% 272,088 $14.4M
Treasurer of the State of North Carolina 0.06% Add +126.4% 268,816 $14.2M
Wedge Capital Management L L P 0.24% Add +8.0% 260,331 $13.8M
PointState Capital LP 0.40% No change 259,681 $13.8M
Principal Financial Group Inc. 0.01% Reduce -9.4% 259,602 $13.8M
Jane Street Group, LLC 0.01% Add +409.4% 259,154 $13.7M
Wellington Management Group LLP 0.00% Add +3.0% 255,963 $13.6M
New York State Teachers Retirement System 0.03% Reduce -7.0% 255,912 $13.6M
Stifel Financial Corp. 0.01% Add +143.7% 249,165 $13.2M
Cullen/Frost Bankers, Inc. 0.19% Add +0.0% 244,979 $13.0M
Qube Research & Technologies Ltd 0.02% Reduce -28.1% 230,432 $12.2M
Decade Renewable Partners LP 5.52% Add +62.7% 213,526 $11.3M
ArrowMark Colorado Holdings LLC 0.13% New 210,000 $11.1M
Susquehanna Fundamental Investments, LLC 0.26% Reduce -3.7% 209,232 $11.1M
Crestline Management, L.P. 0.86% Add +49.1% 205,911 $10.9M
Illinois Municipal Retirement Fund 0.16% Reduce -4.1% 202,184 $10.7M
Magellan Asset Management Ltd 0.10% Add +3.5% 202,052 $10.7M
Exencial Wealth Advisors, LLC 0.39% Reduce -7.1% 194,563 $10.3M
Oppenheimer Asset Management Inc. 0.13% Add +22.4% 193,656 $10.3M
State of Wisconsin Investment Board 0.03% Add +6.9% 188,049 $10.0M
Canada Pension Plan Investment Board 0.01% Add +115.6% 188,000 $10.0M
Macquarie Group Ltd. 0.01% Reduce -77.0% 187,826 $9.9M
Cubist Systematic Strategies, LLC 0.17% Add +247.0% 183,947 $9.7M
Bank of Nova Scotia 0.02% Reduce -25.4% 182,927 $9.7M
Sonora Investment Management Group, LLC 0.75% No change 178,833 $9.5M
M&T Bank Corp 0.03% Add +0.8% 169,028 $9.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -49.9% 167,975 $8.9M
Leeward Investments, LLC - MA 0.40% Reduce -4.3% 163,965 $8.7M
Gotham Asset Management 0.11% Reduce -0.1% 159,559 $8.5M
Amundi 0.00% Reduce -23.9% 155,361 $8.2M
Schaper Benz & Wise Investment Counsel Inc. 0.65% Reduce -0.2% 140,858 $7.5M
Brandywine Global Investment Management, LLC 0.05% New 136,351 $7.2M
NFJ Investment Group, LLC 0.22% New 133,787 $7.1M
New York State Common Retirement Fund 0.01% Add +0.0% 133,173 $7.1M
Bryn Mawr Trust Advisors, LLC 0.39% Add +5.7% 132,188 $7.0M
Summit Global Investments 0.50% Add +13.8% 130,966 $6.9M
BTG Pactual Asset Management US LLC 1.73% — 130,162 $6.9M
Robeco Institutional Asset Management B.V. 0.01% Add +932.1% 129,875 $6.9M
LPL Financial LLC 0.00% Add +11.6% 129,348 $6.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.5% 125,518 $6.6M
Mackenzie Financial Corp. 0.01% Reduce -7.2% 123,527 $6.5M
Creative Planning 0.01% Add +15.3% 122,782 $6.5M
Mutual of America Capital Management LLC 0.07% Reduce -0.5% 117,470 $6.2M
Advocate Group LLC 1.22% Add +2.2% 114,669 $6.1M
SG Americas Securities, LLC 0.04% Add +226.5% 114,632 $6.1M
Toronto Dominion Bank 0.01% Add +59.4% 114,017 $6.0M
Moneta Group Investment Advisors LLC 0.10% Reduce -1.9% 113,555 $6.0M
Neuberger Berman Group LLC 0.00% Reduce -0.8% 112,669 $6.0M
CHURCHILL MANAGEMENT Corp 0.07% New 108,755 $5.8M
Van Eck Associates Corp. 0.01% Add +11.8% 101,060 $5.4M
First Manhattan Co. Llc. 0.02% Reduce -4.0% 100,606 $5.3M
Intech Investment Management LLC 0.07% Add +35.3% 100,023 $5.3M
Quantinno Capital Management LP 0.10% Add +17.2% 99,963 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -0.1% 98,892 $5.2M
Oppenheimer & Co. Inc. 0.08% Reduce -0.9% 93,156 $4.9M
ING Groep NV 0.03% Reduce -58.6% 92,940 $4.9M
Worldquant Millennium Advisors LLC 0.04% No change 92,483 $4.9M
Harvest Portfolios Group Inc. 0.19% Add +1.5% 91,866 $4.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +8.9% 90,911 $4.8M
Asset Management One Co., Ltd. 0.02% Add +9.8% 90,690 $4.8M
State of Alaska, Department of Revenue 0.05% Add +16.9% 88,737 $4.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -14.1% 86,071 $4.6M
Natixis Advisors, LLC 0.01% Add +0.3% 84,916 $4.5M
Meritage Portfolio Management 0.28% Reduce -2.2% 83,926 $4.4M
TD Asset Management Inc 0.00% Add +3.4% 83,909 $4.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.5% 80,516 $4.3M
D. E. Shaw & Co. 0.01% Reduce -83.7% 79,776 $4.2M
Nisa Investment Advisors, LLC 0.03% Add +8.3% 78,862 $4.2M
HUB Investment Partners, LLC 0.20% Reduce -11.8% 77,995 $4.1M
Ensign Peak Advisors, Inc 0.01% Reduce -42.2% 76,784 $4.1M
Avantax Advisory Services, Inc. 0.03% New 75,251 $4.0M
Sagefield Capital LP 0.42% Add +73.2% 74,371 $3.9M
Amalgamated Bank 0.03% Add +24.2% 72,888 $3.9M
State of Michigan Retirement System 0.02% Add +1.7% 72,481 $3.8M
Financial Counselors Inc. 0.06% Add +1.1% 70,998 $3.8M
Ledyard National Bank 0.36% Reduce -6.9% 69,662 $3.7M
Wasatch Advisors LP 0.02% Add +9.6% 69,650 $3.7M
Tudor Investment Corporation 0.04% Reduce -80.0% 69,231 $3.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -43.5% 66,973 $3.5M
Headlands Technologies LLC 0.37% Add +60.1% 65,820 $3.5M
Wexford Capital LP 0.87% Reduce -54.4% 64,736 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.4% 64,647 $3.4M
IFM Investors Pty Ltd 0.03% Reduce -13.0% 64,436 $3.4M
Susquehanna International Group, LLP 0.01% Reduce -26.4% 64,337 $3.4M
Keene & Associates, Inc. 2.78% Reduce -1.0% 64,308 $3.4M
Benjamin F. Edwards & Company, Inc. 0.06% Add +33.6% 64,238 $3.4M
Kempner Capital Management Inc. 1.80% No change 64,067 $3.4M
HRT Financial LP 0.02% Reduce -29.3% 63,441 $3.4M
Arizona State Retirement System 0.02% Reduce -0.1% 63,107 $3.3M
Pictet Asset Management Holding SA 0.00% Add +26.0% 62,692 $3.3M
Cetera Investment Advisers 0.01% Add +18.9% 61,253 $3.2M
MetLife Investment Management, LLC 0.02% Add +14.1% 61,194 $3.2M
Swiss Life Asset Management Ltd 0.04% Reduce -9.5% 60,587 $3.2M
Edgemoor Investment Advisors, Inc. 0.30% Reduce -2.4% 60,026 $3.2M
Schonfeld Strategic Advisors LLC 0.02% Reduce -91.3% 59,890 $3.2M
Savant Capital, LLC 0.03% Add +249.7% 59,604 $3.2M
Corebridge Financial, Inc. 0.02% — 58,692 $3.1M
USS Investment Management Ltd 0.02% No change 56,119 $3.0M
Gateway Investment Advisers LLC 0.03% Reduce -35.7% 55,785 $3.0M
WCG Wealth Advisors LLC 0.22% Add +2.6% 55,736 $3.0M
Comerica Bank 0.01% Add +3.2% 54,787 $2.9M
Wealthfront Advisers LLC 0.01% Add +14.0% 54,661 $2.9M
Panagora Asset Management Inc. 0.01% Reduce -74.6% 54,391 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -11.7% 54,276 $2.9M
Raymond James & Associates 0.00% Add +2.0% 52,348 $2.8M
UMB Bank, n.a. 0.05% Add +74.9% 51,912 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -4.3% 51,894 $2.7M
PNC Financial Services Group, Inc. 0.00% Reduce -1.6% 51,352 $2.7M
Soltis Investment Advisors LLC 0.29% Add +6.6% 51,023 $2.7M
Retirement Systems of Alabama 0.01% Add +0.0% 50,721 $2.7M
Keeley-Teton Advisors, LLC 0.34% Add +32.0% 50,107 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.6% 49,667 $2.6M
QRG Capital Management, Inc. 0.03% Add +5.8% 47,895 $2.5M
Mercer Global Advisors Inc. 0.01% Add +7.6% 47,243 $2.5M
Mariner, LLC 0.00% Add +5.6% 45,424 $2.4M
Icon Advisers Inc. 0.55% No change 45,300 $2.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +60.6% 44,024 $2.3M
Czech National Bank 0.03% Add +8.4% 43,815 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.8% 43,576 $2.3M
State of Tennessee, Department of Treasury 0.01% Reduce -4.5% 43,477 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.7% 43,056 $2.3M
Orion Portfolio Solutions, LLC 0.02% Reduce -7.7% 43,056 $2.3M
Corient Private Wealth LP 0.00% Reduce -7.5% 42,904 $2.3M
Jones Financial Companies LLLP 0.00% Add +564.8% 39,780 $2.1M
Cerity Partners LLC 0.01% Add +15.7% 39,255 $2.1M
Public Sector Pension Investment Board 0.01% Add +49.9% 39,037 $2.1M
Aberdeen Group plc 0.00% Reduce -42.4% 38,860 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 38,649 $2.1M
Tower Research Capital LLC (TRC) 0.03% Add +141.0% 38,560 $2.0M
Bailard, Inc. 0.06% Add +750.7% 37,940 $2.0M
Commerce Bank 0.01% Add +4.8% 37,783 $2.0M
Redwood Investment Management, LLC 0.17% Reduce -11.2% 37,440 $2.0M
Capital Fund Management S.A. 0.02% Reduce -72.8% 37,358 $2.0M
US Bancorp \de 0.00% Add +1.2% 37,304 $2.0M
Baird Financial Group, Inc. 0.00% Add +53.8% 36,885 $2.0M
Twin Capital Management Inc. 0.23% Add +4.3% 36,630 $1.9M
Utah Retirement Systems 0.02% Reduce -4.7% 36,627 $1.9M
CIBC Asset Management Inc 0.01% Reduce -4.7% 36,558 $1.9M
Pathway Financial Advisers, LLC 0.69% Add +7.4% 36,508 $1.9M
First PREMIER Bank 0.51% Reduce -2.4% 36,007 $1.9M
Conning Inc. 0.07% Add +0.1% 34,397 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +28.2% 34,051 $1.8M
Brevan Howard Capital Management LP 0.12% New 33,676 $1.8M
ProShare Advisors LLC 0.00% Add +10.0% 33,390 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 32,689 $1.7M
Schroder Investment Management Group 0.00% Add +2.0% 32,676 $1.7M
Inspire Advisors, LLC 0.23% New 32,523 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -13.2% 32,127 $1.7M
WealthTrust Axiom LLC 0.56% Add +0.0% 32,056 $1.7M
Community Bank of Raymore 1.30% Reduce -21.6% 31,551 $1.7M
New York Life Investment Management LLC 0.02% Add +0.7% 31,415 $1.7M
Steel Grove Capital Advisors, LLC 0.23% Add +3.8% 31,209 $1.7M
Glenmede Trust Co. NA 0.01% Add +0.3% 30,519 $1.6M
Xponance LLC 0.02% Reduce -1.1% 30,427 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.9% 30,413 $1.6M
LBP Am SA 0.07% New 30,039 $1.6M
Cibc World Markets Corp. 0.01% Add +28.6% 29,586 $1.6M
UniSuper Management Pty Ltd 0.01% Add +44.6% 29,508 $1.6M
DC Investments Management, LLC 1.32% No change 29,492 $1.6M
Ontario Teachers Pension Plan Board 0.02% Reduce -74.4% 28,633 $1.5M
Brookstone Capital Management 0.02% Add +12.2% 26,870 $1.5M
Nissay Asset Management Corp. /Japan 0.01% Add +3.3% 27,499 $1.5M
1832 Asset Management L.P. 0.00% Reduce -8.5% 26,985 $1.4M
Inceptionr LLC 0.40% New 26,925 $1.4M
AE Wealth Management LLC 0.01% Add +253.9% 26,837 $1.4M
Assenagon Asset Management S.A. 0.00% Reduce -96.5% 26,589 $1.4M
Inspire Investing, LLC 0.16% Reduce -18.1% 26,460 $1.4M
Bokf, NA 0.03% Reduce -5.8% 26,449 $1.4M
Qsemble Capital Management, LP 0.26% Reduce -22.1% 25,891 $1.4M
Groupama Asset Managment 0.02% Add +71.6% 25,414 $1.3M
Cresset Asset Management, LLC 0.01% Add +9.3% 25,304 $1.3M
Daiwa Securities Group Inc. 0.01% Add +9.1% 25,018 $1.3M
Clearbridge Investments, LLC 0.00% Reduce -16.1% 25,012 $1.3M
Prospera Financial Services Inc 0.04% Add +9.8% 24,965 $1.3M
Rafferty Asset Management, LLC 0.00% Reduce -5.6% 24,948 $1.3M
Retirement Planning Group, LLC 0.08% Add +11.9% 24,346 $1.3M
Janus Henderson Group PLC 0.00% Reduce -29.8% 24,202 $1.3M
Vestcor Inc 0.04% No change 24,092 $1.3M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.0% 23,579 $1.2M
National Pension Service 0.00% No change 23,414 $1.2M
Centiva Capital, LP 0.06% Add +5.5% 23,212 $1.2M
Independent Advisor Alliance 0.04% New 23,043 $1.2M
Cullinan Associates Inc. 0.07% Reduce -13.6% 22,803 $1.2M
Frank, Rimerman Advisors LLC 0.08% New 22,498 $1.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.8% 22,487 $1.2M
Credit Agricole S A 0.01% Add +60.0% 22,329 $1.2M
Kestra Advisory Services, LLC 0.01% Add +25.3% 22,209 $1.2M
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -53.5% 22,069 $1.2M
Pensionfund Sabic 0.34% No change 22,000 $1.2M
Advisors Asset Management, Inc. 0.02% Add +1.6% 21,855 $1.2M
Aquatic Capital Management LLC 0.04% Reduce -59.2% 21,400 $1.1M
Lido Advisors, LLC 0.01% Reduce -36.4% 20,994 $1.1M
Walleye Capital LLC 0.01% Add +1103.9% 20,467 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.6% 19,944 $1.1M
HighTower Advisors, LLC 0.00% Reduce -23.7% 19,788 $1.1M
Assetmark, Inc. 0.00% Add +5.1% 19,837 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +0.5% 19,785 $1.0M
Fifth Third Bancorp 0.00% Reduce -0.7% 19,785 $1.0M
Adamsbrown Wealth Consultants LLC 0.41% Add +0.1% 19,706 $1.0M
Wealthspire Advisors, LLC 0.01% Add +1.4% 19,278 $1.0M
CI Investments Inc. 0.00% Add +0.8% 19,051 $1.0M
Brookmont Capital Management 0.55% Reduce -4.4% 18,921 $1.0M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.8% 18,791 $995K
Edgestream Partners, L.P. 0.05% Reduce -35.3% 18,643 $988K
Financial Partners Group, Inc 0.15% Add +11.2% 18,496 $980K
Schnieders Capital Management LLC 0.20% Add +12.0% 18,423 $976K
DekaBank Deutsche Girozentrale 0.00% Reduce -0.5% 18,351 $975K
Point72 Hong Kong Ltd 0.06% Reduce -73.4% 18,399 $975K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.8% 18,243 $966K
Pathstone Holdings, LLC 0.00% Add +20.9% 18,112 $959K
Eagle Global Advisors LLC 0.05% New 17,808 $943K
Unique Wealth Strategies, LLC 0.44% No change 17,596 $939K
Mizuho Securities USA LLC 0.02% New 17,725 $939K
Truist Financial Corp. 0.00% Reduce -4.2% 17,660 $935K
LMCG Investments, LLC 0.05% Reduce -0.5% 17,606 $933K
Maryland State Retirement & Pension System 0.02% No change 17,360 $920K
Sherbrooke Park Advisers LLC 0.16% Add +134.7% 17,333 $918K
Kentucky Retirement Systems 0.03% Reduce -0.7% 17,327 $918K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.1% 17,040 $903K
MBB Public Markets I LLC 0.02% New 16,865 $893K
SeaCrest Wealth Management, LLC 0.10% Reduce -1.9% 16,625 $881K
Pacer Advisors, Inc. 0.00% Add +4.8% 16,374 $867K
Occudo Quantitative Strategies LP 0.15% New 16,287 $863K
Rockland Trust Co. 0.05% Add +2.5% 16,214 $859K
Sanctuary Advisors, LLC 0.01% — 16,470 $851K
ClearAlpha Technologies LP 0.33% Add +11.8% 15,711 $832K
J.W. Cole Advisors, Inc. 0.04% Add +1.5% 15,650 $829K
Prudential PLC 0.01% No change 15,310 $811K
Ieq Capital, LLC 0.01% Add +66.8% 15,233 $807K
Axq Capital, LP 0.18% Reduce -49.3% 14,957 $792K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.8% 14,778 $783K
Jump Financial, LLC 0.02% Reduce -75.1% 14,722 $780K
Hartford Investment Management Co. 0.03% Reduce -1.8% 14,415 $764K
Edmonds Duncan Registered Investment Advisors, LLC 0.19% No change 14,359 $761K
NewEdge Advisors, LLC 0.01% Add +56.8% 13,665 $724K
Huber Capital Management LLC 0.16% Reduce -3.5% 13,658 $723K
Private Advisor Group, LLC 0.00% Reduce -5.6% 13,520 $716K
Coppell Advisory Solutions LLC 0.12% — 13,228 $701K
Albion Financial Group 0.05% Reduce -18.0% 13,183 $698K
Securian Asset Management, Inc. 0.02% Reduce -2.7% 13,131 $696K
Louisiana State Employees Retirement System 0.01% Reduce -3.0% 13,000 $689K
Exchange Traded Concepts, LLC 0.02% Reduce -55.4% 12,966 $687K
Profund Advisors LLC 0.02% Add +48.1% 12,695 $672K
LaFleur & Godfrey LLC 0.10% Reduce -2.3% 12,292 $651K
KBC Group NV 0.00% No change 12,275 $650K
Ethic Inc. 0.02% Add +1.4% 12,203 $646K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -77.2% 12,089 $644K
Lion Street Advisors, LLC 0.24% Reduce -2.9% 12,131 $643K
Miller Howard Investments Inc. 0.02% Reduce -0.8% 12,127 $642K
Amica Mutual Insurance Co. 0.06% No change 11,632 $616K
New Mexico Educational Retirement Board 0.02% No change 11,550 $612K
Gibson Wealth Advisors LLC 0.57% No change 11,400 $604K
Intrua Financial, LLC 0.10% Reduce -6.1% 11,324 $600K
Caprock Group, LLC 0.02% Add +16.6% 11,122 $589K
Aviso Financial Inc. 0.03% — 10,827 $574K
Iams Wealth Management, LLC 0.31% Add +6.5% 10,766 $570K
Blair William & Co. 0.00% Add +1.3% 10,708 $567K
CreativeOne Wealth, LLC 0.03% Add +2.6% 10,621 $563K
Squarepoint Ops LLC 0.00% Reduce -85.4% 10,558 $559K
Midwest Financial Group LLC 0.36% Reduce -2.2% 10,555 $559K
Moors & Cabot, Inc. 0.03% Reduce -7.1% 10,479 $555K
Nordea Investment Management AB 0.00% Add +4.7% 10,263 $546K
Concurrent Investment Advisors, LLC 0.02% Reduce -4.0% 10,087 $534K
Jefferies Financial Group Inc. 0.01% New 9,891 $524K
Rakuten Investment Management, Inc. 0.00% Add +58.5% 9,788 $521K
IFP Advisors, Inc 0.02% Add +1.3% 9,818 $520K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.9% 9,812 $520K
Janney Montgomery Scott LLC 0.00% Reduce -28.0% 9,698 $514K
Mattern Wealth Management LLC 0.12% Reduce -0.6% 9,671 $512K
Qtron Investments LLC 0.07% No change 9,601 $509K
Altfest L J & Co. Inc. 0.07% New 9,501 $503K
Smith, Moore & Co. 0.05% Add +5.0% 9,492 $503K
Moody National Bank Trust Division 0.04% Add +4.8% 9,185 $487K
Johnson Investment Counsel Inc. 0.01% Add +3.5% 9,144 $484K
Fairview Capital Investment Management, LLC 0.03% No change 9,000 $477K
Simplex Trading, LLC 0.02% Add +106.1% 8,929 $472K
FineMark National Bank & Trust 0.02% Add +43.9% 8,908 $472K
HighPoint Advisor Group LLC 0.03% Add +3.9% 8,124 $469K
Synovus Financial Corp. 0.01% Add +0.0% 8,816 $467K
Pallas Capital Advisors LLC 0.02% New 8,400 $463K
Aerodigm Wealth, LLC 0.21% Add +82.9% 8,697 $461K
Parallel Advisors, LLC 0.01% Add +4.3% 8,681 $460K
Choreo, LLC 0.01% New 8,689 $458K
GAMMA Investing LLC 0.06% Add +69.1% 8,627 $457K
Meeder Advisory Services, Inc. 0.03% Add +73.0% 8,556 $453K
Landscape Capital Management, L.L.C. 0.04% New 8,478 $449K
CoreFirst Bank & Trust 0.30% Reduce -12.2% 8,417 $446K
First Trust Direct Indexing L.P. 0.03% Add +10.5% 8,216 $435K
Steph & Co. 0.15% Reduce -1.4% 8,072 $428K
Transcend Capital Advisors, LLC 0.03% Add +0.2% 8,015 $425K
Nicolet Bankshares Inc. 0.09% No change 8,000 $424K
Chicago Partners Investment Group LLC 0.02% Add +9.3% 7,331 $423K
Jeppson Wealth Management, LLC 0.16% Reduce -0.5% 7,833 $415K
D.B. Root & Company, LLC 0.14% Reduce -1.9% 7,774 $412K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -41.0% 7,738 $410K
Norinchukin Bank, The 0.01% Add +2.0% 7,737 $410K
Wealthcare Advisory Partners LLC 0.01% Add +31.0% 7,696 $408K
Sierra Summit Advisors LLC 0.10% New 7,682 $407K
United Capital Financial Advisors, LLC 0.00% Reduce -4.8% 7,660 $406K
Sunbelt Securities, Inc. 0.04% Reduce -0.0% 7,610 $403K
Empirical Finance, LLC 0.03% Reduce -2.4% 7,580 $402K
Evergreen Capital Management LLC 0.01% Add +17.0% 7,560 $400K
Trust Co of Kansas 0.21% Reduce -23.7% 7,521 $398K
Atria Wealth Solutions, Inc. 0.00% Add +0.9% 7,442 $394K
Concourse Financial Group Securities, Inc. 0.02% Reduce -6.9% 7,439 $394K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -2.7% 7,436 $394K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.2% 7,416 $393K
Entropy Technologies, LP 0.04% Reduce -80.0% 7,360 $390K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 7,317 $388K
Coldstream Capital Management Inc. 0.01% Add +2.9% 7,294 $386K
Novak & Powell Financial Services, Inc. 0.24% Add +1.2% 7,271 $385K
Metis Global Partners, LLC 0.01% Reduce -1.9% 7,247 $384K
Prime Capital Investment Advisors, LLC 0.01% Add +0.3% 7,228 $383K
O'shaughnessy Asset Management, LLC 0.00% Add +33.2% 7,227 $383K
Mirabella Financial Services LLP 0.03% New 7,175 $380K
NEOS Investment Management LLC 0.02% Add +39.2% 7,076 $375K
Naples Global Advisors, LLC 0.04% Reduce -2.4% 7,063 $374K
Ti-Trust, Inc. 0.29% No change 7,047 $373K
Dark Forest Capital Management LP 0.07% New 6,986 $370K
HB Wealth Management, LLC 0.00% Add +21.9% 6,978 $370K
Park Avenue Securities LLC 0.00% Add +11.6% 6,891 $365K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -1.5% 6,867 $364K
Focus Partners Advisor Solutions, LLC 0.01% Add +12.5% 6,852 $363K
IHT Wealth Management, LLC 0.01% Add +1.4% 6,567 $349K
Kornitzer Capital Management Inc. 0.01% No change 6,579 $348K
Signaturefd, LLC 0.01% Reduce -2.0% 6,568 $348K
Paloma Partners Management Co 0.04% New 6,523 $346K
OneDigital Investment Advisors LLC 0.00% Add +2.5% 6,501 $344K
Lanark Financial, Inc. 0.03% Add +59.1% 6,410 $339K
IFG Advisory, LLC 0.02% New 6,263 $332K
Vaughan David Investments LLC 0.01% Reduce -11.2% 6,187 $328K
Raymond James Trust N.A. 0.01% Add +2.7% 6,150 $326K
FAS Wealth Partners, Inc. 0.03% Add +0.8% 6,139 $325K
KCM Investment Advisors LLC 0.01% Reduce -5.1% 6,122 $324K
Integrated Wealth Concepts LLC 0.00% Add +5.0% 6,106 $323K
Focus Partners Wealth 0.00% Add +0.6% 6,105 $323K
Westwood Holdings Group Inc. 0.00% No change 6,076 $322K
Waterfront Wealth Inc. 0.09% Reduce -6.2% 6,041 $320K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.1% 6,027 $319K
Trust Co 0.04% No change 6,017 $319K
Townsquare Capital LLC 0.00% Add +2.3% 6,007 $318K
Equitable Holdings, Inc. 0.00% Reduce -7.9% 5,953 $315K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 5,917 $313K
Garner Asset Management Corp 0.11% Add +0.1% 5,831 $309K
Vinva Investment Management Ltd 0.02% New 5,707 $304K
MainStreet Investment Advisors LLC 0.04% Add +26.4% 5,718 $303K
Uncommon Cents Investing LLC 0.09% Add +38.7% 5,660 $300K
B. Metzler seel. Sohn & Co. AG 0.00% No change 5,655 $300K
Mgo One Seven LLC 0.01% Add +4.9% 5,654 $299K
Scientech Research LLC 0.06% New 5,542 $294K
World Investment Advisors 0.02% New 5,503 $291K
Schulhoff & Co. Inc. 0.13% No change 5,500 $291K
CENTRAL TRUST Co 0.01% Add +9.0% 5,440 $288K
Vista Investment Partners LLC 0.10% No change 5,358 $284K
Intrust Bank NA 0.03% Reduce -5.4% 5,278 $280K
Hudock, Inc. 0.05% New 5,227 $277K
Compound Planning, Inc. 0.02% Reduce -2.6% 5,212 $276K
Investment Management Corp of Ontario 0.01% New 5,206 $276K
CGN Advisors LLC 0.03% Add +3.0% 5,145 $273K
Gentry Private Wealth, LLC 0.24% — 5,093 $270K
GoalVest Advisory LLC 0.09% No change 5,093 $270K
T. Rowe Price Investment Management, Inc. 0.00% Add +47.5% 5,044 $268K
Syon Capital LLC 0.02% Add +0.2% 5,030 $266K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.3% 4,987 $264K
Camelot Portfolios, LLC 0.15% New 4,975 $264K
Tocqueville Asset Management L.P. 0.00% No change 4,900 $260K
Nomura Holdings Inc. 0.00% New 4,882 $259K
Verity Asset Management, Inc. 0.10% Reduce -27.9% 4,783 $253K
PFG Investments, LLC 0.02% Add +25.8% 4,766 $252K
Cornerstone Wealth Management, LLC 0.02% Add +9.0% 4,751 $252K
Kingswood Wealth Advisors, LLC 0.02% Add +3.6% 4,736 $251K
Black Diamond Financial, LLC 0.05% No change 4,729 $250K
Modern Wealth Management, LLC 0.02% Reduce -1.4% 4,687 $248K
Vident Advisory, LLC 0.01% Add +13.1% 4,639 $246K
Quadcap Wealth Management, LLC 0.04% New 4,635 $246K
MIdWestOne Financial Group, Inc. 0.04% New 4,619 $245K
V-Square Quantitative Management LLC 0.04% Add +11.6% 4,611 $244K
Integris Wealth Management, LLC 0.07% No change 4,570 $242K
NorthRock Partners, LLC 0.01% Reduce -7.7% 4,514 $239K
Teacher Retirement System of Texas 0.00% Reduce -56.9% 4,466 $237K
Zacks Investment Management 0.00% Reduce -46.5% 4,455 $236K
Pearl River Capital, LLC 0.04% New 4,411 $234K
Bank & Trust Co 0.20% — 4,406 $233K
Martingale Asset Management L P 0.01% No change 4,400 $233K
Buckingham Strategic Wealth, LLC 0.00% New 4,365 $231K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Reduce -29.7% 4,340 $230K
Walker Asset Management, LLC 0.15% Reduce -1.8% 4,325 $229K
Artisan Partners Limited Partnership 0.00% No change 4,308 $228K
Valeo Financial Advisors, LLC 0.01% Add +2.3% 4,296 $228K
Krane Funds Advisors LLC 0.01% Add +0.7% 4,250 $225K
Atria Investments, Inc 0.00% New 4,243 $225K
MML Investors Services, LLC 0.00% Reduce -30.8% 4,233 $224K
Sound Stewardship, LLC 0.14% No change 4,226 $224K
Two Sigma Securities, LLC 0.01% Add +3.7% 4,107 $218K
Kimelman & Baird, LLC 0.02% — 4,054 $215K
Probity Advisors, Inc. 0.04% New 4,051 $215K
Financial Network Wealth Advisors LLC 0.16% Add +0.5% 4,040 $214K
D.A. Davidson & Co. 0.00% Reduce -3.0% 4,026 $213K
Sound View Wealth Advisors Group, LLC 0.02% No change 4,025 $213K
New Century Financial Group, LLC 0.09% Reduce -8.6% 4,018 $213K
Stelac Advisory Services LLC 0.09% No change 4,000 $212K
Alpha Family Trust 0.12% No change 3,970 $210K
Ascentis Independent Advisors 0.04% — 3,950 $209K
Symmetry Partners, LLC 0.01% No change 3,872 $205K
DGS Capital Management, LLC 0.06% New 3,868 $205K
Advisory Services Network, LLC 0.00% New 3,802 $201K
Sound Income Strategies, LLC 0.01% No change 3,718 $197K
Capstone Investment Advisors, LLC 0.01% Reduce -1.1% 3,690 $195K
Horizon Investments, LLC 0.01% Add +0.9% 3,689 $195K
Lazard Asset Management LLC 0.00% Add +0.3% 3,655 $193K
Quent Capital, LLC 0.02% Add +9.4% 3,508 $186K
Mather Group, Llc. 0.00% Add +3.7% 3,455 $184K
State of Wyoming 0.03% New 3,410 $181K
Arax Advisory Partners 0.02% Add +48.0% 3,273 $173K
Allworth Financial LP 0.00% Reduce -15.2% 3,075 $170K
FinTrust Capital Advisors, LLC 0.03% No change 3,164 $168K
Picton Mahoney Asset Management 0.01% New 3,061 $162K
Spirit of America Management Corp. 0.03% Add +56.8% 2,900 $154K
Federation des caisses Desjardins du Quebec 0.00% Add +3923.9% 2,857 $151K
Steward Partners Investment Advisory, LLC 0.00% Add +31.9% 2,842 $151K
Bessemer Group Inc. 0.00% Reduce -3.9% 2,808 $149K
Riggs Asset Managment Co. Inc. 0.04% No change 2,800 $148K
Peoples Bank 0.11% No change 2,655 $141K
Ameritas Investment Partners, Inc. 0.00% No change 2,553 $135K
Danske Bank A/S 0.00% No change 2,500 $132K
Redwood Wealth Management Group, LLC 0.10% New 2,433 $129K
Larson Financial Group LLC 0.01% Reduce -48.8% 2,312 $122K
Tucker Asset Management LLC 0.03% Add +8.1% 2,311 $122K
Y.D. More Investments Ltd 0.01% New 2,185 $116K
Farther Finance Advisors, LLC 0.01% Add +3.7% 2,162 $114K
Huntington National Bank 0.00% Add +29.5% 2,110 $112K
HHM Wealth Advisors, LLC 0.02% Add +668.1% 2,074 $110K
Kelly Financial Services LLC 0.04% No change 2,054 $109K
Quadrant Capital Group LLC 0.01% Add +20.3% 2,004 $106K
Global Retirement Partners, LLC 0.00% Add +10.2% 1,898 $101K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $95K
GPS Wealth Strategies Group, LLC 0.01% Add +12.3% 1,705 $90K
Walleye Trading LLC 0.00% New 1,679 $89K
Ostrum Asset Management 0.01% Reduce -7.3% 1,656 $88K
Advantage Trust Co 0.06% No change 1,597 $85K
Trust Co. of Vermont 0.00% No change 1,585 $84K
Creative Capital Management Investments LLC 0.04% New 1,501 $80K
Blue Trust, Inc. 0.00% Add +16.3% 1,483 $79K
Harbour Investments, Inc. 0.00% Add +18.8% 1,493 $79K
Hilltop National Bank 0.02% No change 1,380 $73K
Atwood & Palmer Inc. 0.01% Add +48.4% 1,269 $67K
Geneos Wealth Management Inc. 0.00% Add +0.2% 1,230 $65K
Westside Investment Management, Inc. 0.01% No change 1,174 $62K
First Horizon Advisors, Inc. 0.00% Add +34.1% 1,160 $61K
Motco 0.00% Add +119.8% 1,097 $58K
Continuum Advisory, LLC 0.01% No change 1,069 $57K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,061 $56K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 1,070 $56K
Spire Wealth Management 0.00% Add +23.1% 1,018 $54K
Glass Jacobson Investment Advisors llc 0.02% No change 1,010 $54K
First Financial Corp. 0.03% No change 1,000 $53K
Ruedi Wealth Management, Inc. 0.02% No change 1,000 $53K
Toth Financial Advisory Corp. 0.01% Add +57.5% 1,000 $53K
Montag A & Associates Inc. 0.00% No change 1,000 $53K
HM Payson & Co. 0.00% No change 1,000 $53K
PSI Advisors, LLC 0.02% Add +99.8% 999 $53K
Principal Securities, Inc. 0.00% Add +7.2% 977 $52K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 976 $52K
Rogco, LP 0.02% Reduce -2.1% 962 $51K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $51K
Lindbrook Capital, LLC 0.00% Add +15.5% 952 $50K
Crewe Advisors LLC 0.01% Reduce -10.2% 900 $48K
Asset Dedication, LLC 0.00% No change 885 $47K
Beach Investment Counsel Inc. 0.01% New 873 $46K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.7% 860 $46K
Delta Asset Management LLC 0.00% Reduce -14.9% 855 $45K
Benjamin Edwards Inc. 0.01% Add +47.8% 856 $45K
SRH Advisors, LLC 0.01% Reduce -5.0% 842 $45K
City State Bank 0.02% Reduce -3.2% 808 $43K
City Holding Co. 0.01% No change 808 $43K
Riverview Trust Co 0.04% No change 804 $43K
Whittier Trust Co. 0.00% No change 781 $41K
Centennial Bank 0.02% Reduce -50.0% 777 $41K
Hantz Financial Services, Inc. 0.00% Reduce -33.1% 777 $41K
Pinnacle Bancorp, Inc. 0.01% No change 740 $39K
TD Private Client Wealth LLC 0.00% Add +0.5% 738 $39K
Cromwell Holdings LLC 0.02% — 732 $39K
MV Capital Management, Inc. 0.00% Reduce -0.3% 724 $38K
EverSource Wealth Advisors, LLC 0.00% Add +7.3% 659 $38K
Rothschild Investment LLC 0.00% Add +1.6% 700 $37K
Parkside Financial Bank & Trust 0.01% Reduce -6.4% 690 $37K
Tortoise Investment Management, LLC 0.00% Reduce -4.4% 679 $36K
Pin Oak Investment Advisors Inc. 0.03% No change 660 $35K
Heritage Wealth Advisors 0.00% No change 658 $35K
Deseret Mutual Benefit Administrators 0.02% No change 650 $34K
Versant Capital Management, Inc 0.01% Add +19.3% 644 $34K
CVA Family Office, LLC 0.01% Add +17.8% 642 $34K
M&R Capital Management Inc. 0.01% No change 610 $32K
Mechanics Financial Corp 0.02% No change 605 $32K
Catalyst Funds Management Pty Ltd 0.01% New 600 $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
CoreCap Advisors, LLC 0.00% Add +17.4% 593 $31K
Leonteq Securities AG 0.00% New 577 $31K
Loomis Sayles & Co. L P 0.00% Reduce -56.4% 571 $30K
Independence Bank of Kentucky 0.01% No change 556 $29K
Smartleaf Asset Management LLC 0.00% Add +86.8% 536 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $28K
Fairscale Capital, LLC 0.02% — 492 $27K
Valley National Advisers Inc. 0.00% Reduce -2.5% 504 $26K
Carolina Wealth Advisors, LLC 0.01% No change 478 $25K
Bank of New Hampshire 0.01% No change 478 $25K
Private Trust Co. NA 0.00% No change 468 $25K
CNB Bank 0.01% No change 447 $24K
SWS Partners 0.01% New 440 $23K
Gen-Wealth Partners Inc 0.01% Reduce -71.2% 437 $23K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 430 $23K
Venturi Wealth Management, LLC 0.00% Add +178.2% 420 $22K
Colonial Trust Advisors 0.00% Reduce -0.7% 419 $22K
Financial Avengers, Inc. 0.01% Add +1.2% 412 $22K
AdvisorNet Financial, Inc 0.00% Reduce -15.2% 409 $22K
Farmers & Merchants Investments Inc. 0.00% No change 383 $20K
Hexagon Capital Partners LLC 0.00% Add +13.2% 361 $19K
Bruce G. Allen Investments, LLC 0.02% Add +0.6% 358 $19K
Smithfield Trust Co 0.00% No change 330 $17K
Zions Bancorporation, N.A. 0.00% Add +16.4% 319 $17K
Red Tortoise LLC 0.01% Reduce -14.5% 312 $17K
Foster Dykema Cabot & Partners, LLC 0.00% No change 299 $16K
American National Bank & Trust 0.00% New 291 $15K
JNBA Financial Advisors 0.00% No change 273 $14K
Pacifica Partners Inc. 0.01% No change 275 $14K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $14K
WASHINGTON TRUST Co 0.00% Reduce -9.7% 269 $14K
Private Wealth Management Group, LLC 0.01% Add +118.5% 260 $14K
Acadian Asset Management LLC 0.00% Reduce -97.9% 260 $13K
Global X Japan Co., Ltd. 0.00% Reduce -15.6% 239 $13K
Missouri Trust & Investment Co 0.00% No change 226 $12K
Raleigh Capital Management Inc. 0.01% Reduce -9.3% 225 $12K
Evermay Wealth Management LLC 0.00% No change 220 $12K
Vermillion & White Wealth Management Group, LLC 0.01% No change 209 $11K
Covestor Ltd 0.01% Reduce -51.7% 203 $11K
GW&K Investment Management, LLC 0.00% Add +21.1% 201 $11K
Avior Wealth Management, LLC 0.00% Reduce -21.2% 204 $11K
WealthCollab, LLC 0.01% Reduce -14.0% 203 $11K
NCP Inc. 0.01% No change 200 $11K
Clearstead Advisors, LLC 0.00% Add +1307.1% 197 $10K
REAP Financial Group, LLC 0.00% Reduce -10.1% 196 $10K
Janiczek Wealth Management, LLC 0.00% Add +2.3% 181 $10K
Sugarloaf Wealth Management, LLC 0.00% No change 176 $9K
CGC Financial Services, LLC 0.00% No change 164 $9K
Triad Wealth Partners, LLC 0.00% New 163 $9K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 151 $8K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.9% 149 $8K
Paladin Advisory Group, LLC 0.01% No change 145 $8K
Flputnam Investment Management Co. 0.00% New 134 $7K
Horizon Bancorp Inc. 0.00% No change 134 $7K
GHP Investment Advisors, Inc. 0.00% New 130 $7K
SYSTM Wealth Solutions LLC 0.00% No change 129 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 119 $6K
Aspect Partners, LLC 0.00% No change 119 $6K
North Star Investment Management Corp. 0.00% Reduce -55.6% 119 $6K
Bell Investment Advisors, Inc 0.00% Add +20.8% 116 $6K
Avion Wealth 0.00% Reduce -15.4% 121 $6K
Tsfg, LLC 0.00% No change 113 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 113 $6K
Caldwell Trust Co 0.00% No change 113 $6K
Gradient Investments LLC 0.00% Add +86.7% 112 $6K
Salem Investment Counselors Inc. 0.00% No change 110 $6K
Addison Advisors LLC 0.00% New 106 $6K
New England Capital Financial Advisors LLC 0.00% No change 100 $5K
Capital Analysts, LLC 0.00% Add +17.6% 87 $5K
Prestige Wealth Management Group LLC 0.00% Add +19.7% 85 $5K
JFS Wealth Advisors, LLC 0.00% Add +9.9% 78 $4K
Kepos Capital LP 0.00% Reduce -80.4% 80 $4K
Financial Management Professionals, Inc. 0.00% No change 78 $4K
Eagle Bay Advisors LLC 0.00% Add +15.6% 74 $4K
Armstrong Advisory Group, Inc. 0.00% Reduce -31.6% 67 $4K
Hollencrest Capital Management 0.00% No change 65 $3K
Transcendent Capital Group LLC 0.00% New 62 $3K
Rakuten Securities, Inc. 0.00% Add +2750.0% 57 $3K
Fortitude Family Office, LLC 0.00% New 51 $3K
Ridgewood Investments LLC 0.00% New 49 $3K
POM Investment Strategies, LLC 0.00% No change 46 $2K
Ashton Thomas Private Wealth, LLC 0.00% New 45 $2K
TFC Financial Management, Inc. 0.00% No change 32 $2K
MCF Advisors LLC 0.00% No change 23 $1K
Dunhill Financial, LLC 0.00% Add +27.8% 23 $1K
SJS Investment Consulting Inc. 0.00% Add +35.7% 19 $1K
Opal Wealth Advisors, LLC 0.00% New 18 $954
DiNuzzo Private Wealth, Inc. 0.00% Add +80.0% 18 $954
Fairway Wealth LLC 0.00% New 17 $900
Caitlin John, LLC 0.00% No change 13 $707
ClariVest Asset Management LLC 0.00% Add +20.0% 12 $639
Manchester Capital Management LLC 0.00% No change 12 $636
Sandy Spring Bank 0.00% No change 12 $636
Innealta Capital, LLC 0.00% New 11 $583
Orion Capital Management LLC 0.00% No change 10 $530
Wetzel Investment Advisors, Inc. 0.00% Reduce -96.4% 9 $480
True Wealth Design, LLC 0.00% Add +12.5% 9 $477
Clear Point Advisors Inc. 0.00% No change 8 $424
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -82.8% 5 $265
Castleview Partners, LLC 0.00% No change 4 $212
WestEnd Advisors, LLC 0.00% Reduce -25.0% 3 $159
Harbor Investment Advisory, LLC 0.00% New 3 $159
Valley Wealth Managers, Inc. 0.00% New 1 $52
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.