EvergyEVRG

13F holders, Q3 2024 (September 30)
719holders +20
75new positions
56sold out
9famous investors
$61.12avg. 13F price*

At the end of Q3 2024, 719 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 20 from Q2 2024. 75 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.0B) and State Street Corp. ($1.0B). 9 famous investors held it, including Steve Cohen (0.6% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions75$62.9M
Exits56$75.0M

All 13F filers, Q2 2024 → Q3 2024: 18,274,359 shares bought and 12,701,292 shares sold, net +5,573,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 719 holders

Vanguard Group Inc. 0.03% Add +0.5% 30,444,799 $1.9B
BlackRock, Inc. 0.02% — 16,758,402 $1.0B
State Street Corp. 0.04% Add +0.1% 16,464,120 $1.0B
Invesco Ltd. 0.08% Add +10.7% 6,334,339 $392.8M
Geode Capital Management, LLC 0.03% Reduce -5.3% 5,503,616 $340.1M
Franklin Resources Inc. 0.09% Add +5.5% 5,532,719 $330.5M
Zimmer Partners, LP 4.84% Reduce -28.9% 4,161,221 $258.0M
American Century Companies Inc. 0.12% Add +0.9% 3,424,318 $212.3M
Federated Hermes, Inc. 0.46% Reduce -3.7% 3,361,150 $208.4M
Morgan Stanley 0.01% Reduce -11.2% 3,309,084 $205.2M
Millennium Management 0.18% Reduce -12.1% 3,236,171 $200.7M
Nuveen Asset Management, LLC 0.05% Add +146.9% 3,076,277 $194.1M
Point72 Asset Management 0.63% Add +25.8% 2,848,735 $176.7M
Bank of New York Mellon Corp 0.03% Add +1.8% 2,828,423 $175.4M
Bluescape Energy Partners LLC 37.63% No change 2,657,473 $164.8M
Mitsubishi UFJ Trust & Banking Corp 0.36% Reduce -0.2% 2,527,577 $156.7M
Cohen & Steers, Inc. 0.27% Add +411.5% 2,427,152 $150.5M
Northern Trust Corp. 0.02% Reduce -1.5% 2,219,221 $137.6M
Charles Schwab Investment Management Inc. 0.03% Add +42.3% 2,135,011 $132.4M
Manning & Napier Advisors LLC 1.39% Reduce -3.8% 2,041,608 $126.6M
FMR LLC 0.01% Add +131.4% 2,004,414 $124.3M
Duff & Phelps Investment Management Co. 1.30% Add +16.4% 1,822,647 $113.0M
Thompson Siegel & Walmsley LLC 1.69% Reduce -9.4% 1,810,122 $112.2M
Legal & General Group Plc 0.03% Reduce -3.1% 1,742,554 $108.1M
JPMorgan Chase & Co. 0.01% Add +24.6% 1,675,453 $103.9M
UBS Group AG 0.03% Add +22.8% 1,588,394 $98.5M
Voloridge Investment Management, LLC 0.33% Reduce -7.2% 1,445,918 $89.7M
First Trust Advisors LP 0.08% Reduce -5.4% 1,425,765 $88.4M
Jennison Associates LLC 0.05% Reduce -4.9% 1,404,610 $87.1M
Citadel Advisors 0.09% Add +24.2% 1,368,939 $84.9M
Bank of America Corp. 0.01% Add +2.9% 1,362,559 $84.5M
T. Rowe Price Associates Inc. 0.01% Add +221.6% 1,348,734 $83.6M
Dimensional Fund Advisors LP 0.02% Add +3.2% 1,276,103 $79.1M
Two Sigma Investments, LP 0.18% Reduce -14.9% 1,262,770 $78.3M
Two Sigma Advisers, LP 0.18% Reduce -23.3% 1,256,100 $77.9M
Goldman Sachs Group Inc. 0.01% Add +13.6% 1,167,555 $72.4M
Victory Capital Management Inc. 0.07% Reduce -2.1% 1,152,923 $71.5M
Empower Advisory Group, LLC 0.24% Add +3.9% 1,147,525 $71.2M
AQR Capital Management 0.10% Reduce -4.1% 1,143,917 $70.9M
Gabelli Funds LLC 0.52% Reduce -2.8% 1,138,507 $70.6M
CBRE Investment Management Listed Real Assets LLC 1.09% Add +103.5% 1,100,523 $68.2M
Wells Fargo & Company 0.02% Add +3.0% 1,067,094 $66.2M
California Public Employees Retirement System 0.04% Reduce -3.5% 1,031,985 $64.0M
Bank of Montreal 0.03% Add +29.1% 997,832 $61.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.6% 990,173 $61.4M
Citigroup Inc. 0.06% Reduce -0.8% 970,993 $60.2M
Balyasny Asset Management L.P. 0.16% Reduce -30.4% 959,509 $59.5M
BNP Paribas Financial Markets 0.06% Add +34.0% 945,148 $58.6M
Energy Income Partners, LLC 1.20% Reduce -10.8% 906,045 $56.2M
ExodusPoint Capital Management, LP 0.56% Reduce -53.3% 873,503 $54.2M
HSBC Holdings PLC 0.03% Add +1.0% 848,880 $52.6M
Old Republic International Corp. 1.93% No change 830,246 $51.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +360.8% 773,990 $48.0M
Los Angeles Capital Management LLC 0.19% Reduce -18.8% 766,806 $47.5M
Verition Fund Management LLC 0.35% Reduce -31.6% 736,219 $45.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.5% 727,403 $45.1M
Assenagon Asset Management S.A. 0.09% Add +2628.1% 725,367 $45.0M
Teilinger Capital Ltd. 26.02% Add +79.5% 700,000 $43.4M
Swiss National Bank 0.03% Add +0.3% 682,426 $42.3M
Allianz Asset Management GmbH 0.06% Add +3.0% 673,378 $41.8M
Captrust Financial Advisors 0.12% Add +3.7% 665,980 $41.3M
RNC Capital Management LLC 2.17% No change 739,161 $39.2M
Sei Investments Co. 0.05% Add +68.0% 610,519 $37.9M
Deutsche Bank AG 0.01% Add +3.4% 557,090 $34.5M
Yaupon Capital Management LP 2.25% Add +2.2% 540,162 $33.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +2.9% 515,306 $32.0M
AMF Tjanstepension AB 0.22% No change 498,730 $30.9M
Hudson Bay Capital Management LP 0.24% Add +2.0% 488,162 $30.3M
Russell Investments Group, Ltd. 0.04% Add +7.3% 480,039 $29.8M
CIBC Private Wealth Group LLC 0.05% Add +0.1% 452,387 $28.1M
Barclays PLC 0.01% Reduce -0.3% 438,557 $27.2M
Guggenheim Capital LLC 0.19% Reduce -5.1% 437,881 $27.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -5.2% 425,140 $26.4M
Eagle Asset Management Inc. 0.13% Add +0.2% 411,378 $25.7M
Alps Advisors Inc. 0.17% Reduce -5.9% 401,825 $24.9M
Rhumbline Advisers 0.02% Reduce -2.3% 373,615 $23.2M
APG Asset Management N.V. 0.15% Reduce -30.8% 409,013 $22.7M
GW Henssler & Associates Ltd. 1.28% Add +1.9% 365,681 $22.7M
ING Groep NV 0.12% Add +271.6% 345,355 $21.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +2.3% 335,719 $20.8M
Envestnet Asset Management Inc. 0.01% Add +4.5% 321,572 $19.9M
Alliancebernstein L.P. 0.01% Reduce -7.4% 318,066 $19.7M
Cwm, LLC 0.08% Reduce -1.3% 311,471 $19.3M
HITE Hedge Asset Management LLC 2.18% Reduce -21.5% 305,528 $18.9M
Bank of Nova Scotia 0.04% Add +66.4% 304,430 $18.9M
GAMCO Investors 0.19% Reduce -1.0% 295,263 $18.3M
LSV Asset Management 0.04% No change 287,770 $17.8M
California State Teachers Retirement System 0.02% Reduce -5.8% 286,382 $17.8M
State Board of Administration of Florida Retirement System 0.03% Add +0.0% 284,284 $17.6M
Crawford Investment Counsel Inc. 0.30% Reduce -2.3% 283,587 $17.6M
Ameriprise Financial Inc. 0.00% Add +3.4% 281,216 $17.4M
Principal Financial Group Inc. 0.01% Add +7.2% 278,197 $17.3M
Stifel Financial Corp. 0.02% Add +9.7% 273,314 $16.9M
National Bank of Canada 0.02% Reduce -28.4% 272,129 $16.9M
Treasurer of the State of North Carolina 0.07% Add +0.4% 269,968 $16.7M
Crestline Management, L.P. 0.95% Add +30.2% 268,080 $16.6M
Cullen/Frost Bankers, Inc. 0.23% Add +9.3% 267,855 $16.6M
Amundi 0.01% Add +75.3% 272,298 $16.3M
Voya Investment Management LLC 0.02% Reduce -26.2% 250,248 $15.5M
ArrowMark Colorado Holdings LLC 0.19% Add +12.9% 237,000 $14.7M
Renaissance Technologies 0.02% New 234,902 $14.6M
Royal Bank of Canada 0.00% Reduce -28.9% 232,779 $14.4M
Wedge Capital Management L L P 0.25% Reduce -11.6% 230,147 $14.3M
New York State Teachers Retirement System 0.03% Reduce -10.7% 228,417 $14.2M
Massachusetts Financial Services Co. 0.00% Reduce -74.9% 218,205 $13.5M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -64.3% 216,782 $13.4M
Prudential Financial Inc. 0.02% Reduce -27.6% 202,120 $12.5M
BTG Pactual Asset Management US LLC 1.78% Add +52.1% 198,035 $12.3M
Magellan Asset Management Ltd 0.12% Reduce -2.4% 197,170 $12.2M
Oppenheimer Asset Management Inc. 0.14% Add +0.3% 194,199 $12.0M
Korea Investment CORP 0.03% Reduce -45.8% 194,157 $12.0M
State of Wisconsin Investment Board 0.03% Add +1.9% 191,599 $11.9M
Sonora Investment Management Group, LLC 0.89% Add +6.8% 190,935 $11.8M
Canada Pension Plan Investment Board 0.01% No change 188,000 $11.7M
Exencial Wealth Advisors, LLC 0.42% Reduce -3.5% 187,757 $11.6M
Macquarie Group Ltd. 0.01% Reduce -1.6% 184,852 $11.5M
Gotham Asset Management 0.11% Add +11.6% 178,073 $11.0M
LPL Financial LLC 0.00% Add +36.4% 176,438 $10.9M
Illinois Municipal Retirement Fund 0.15% Reduce -13.3% 175,187 $10.9M
M&T Bank Corp 0.03% Add +0.8% 170,300 $10.6M
Worldquant Millennium Advisors LLC 0.07% Add +75.4% 162,194 $10.1M
Decade Renewable Partners LP 5.19% Reduce -25.3% 159,580 $9.9M
Brandywine Global Investment Management, LLC 0.06% Add +11.0% 151,296 $9.0M
Robeco Institutional Asset Management B.V. 0.02% Add +11.4% 144,751 $9.0M
Edgestream Partners, L.P. 0.38% Add +657.1% 141,155 $8.8M
DRW Securities, LLC 0.48% New 140,508 $8.7M
Schaper Benz & Wise Investment Counsel Inc. 0.69% Reduce -0.9% 139,589 $8.7M
Toronto Dominion Bank 0.01% Add +18.6% 135,274 $8.4M
Bryn Mawr Trust Advisors, LLC 0.44% Reduce -0.1% 132,078 $8.2M
Leeward Investments, LLC - MA 0.37% Reduce -20.6% 130,232 $8.1M
Mutual of America Capital Management LLC 0.08% Add +7.8% 126,648 $7.9M
Picton Mahoney Asset Management 0.30% Add +3967.5% 124,507 $7.7M
Creative Planning 0.01% Add +0.7% 123,594 $7.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.8% 123,293 $7.6M
NFJ Investment Group, LLC 0.22% Reduce -8.0% 123,038 $7.6M
Advocate Group LLC 1.35% Add +4.3% 119,650 $7.4M
CHURCHILL MANAGEMENT Corp 0.08% Add +9.6% 119,191 $7.4M
Summit Global Investments 0.46% Reduce -12.1% 115,103 $7.1M
Covalis Capital LLP 1.05% Reduce -75.2% 113,551 $7.0M
Mackenzie Financial Corp. 0.01% Reduce -8.6% 112,949 $7.0M
Neuberger Berman Group LLC 0.01% Reduce -1.3% 111,234 $6.9M
D. E. Shaw & Co. 0.01% Add +36.6% 108,992 $6.8M
Intech Investment Management LLC 0.08% Add +8.6% 108,626 $6.7M
Van Eck Associates Corp. 0.01% Add +6.4% 107,569 $6.7M
Quantinno Capital Management LP 0.09% Add +5.5% 105,489 $6.5M
Qube Research & Technologies Ltd 0.01% Reduce -55.2% 103,317 $6.4M
New York State Common Retirement Fund 0.01% Reduce -23.7% 101,661 $6.3M
First Manhattan Co. Llc. 0.02% Reduce -3.1% 97,451 $6.0M
HighTower Advisors, LLC 0.01% Add +391.1% 97,186 $6.0M
Harvest Portfolios Group Inc. 0.20% Add +3.3% 94,911 $5.9M
Asset Management One Co., Ltd. 0.02% Add +4.2% 94,500 $5.9M
CANADA LIFE ASSURANCE Co 0.01% Add +8.4% 93,293 $5.8M
Oppenheimer & Co. Inc. 0.09% Reduce -0.2% 92,989 $5.8M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.5% 90,505 $5.6M
Public Employees Retirement System of Ohio 0.02% Reduce -8.5% 90,479 $5.6M
State of Tennessee, Department of Treasury 0.02% Add +107.4% 90,190 $5.6M
Natixis Advisors, LLC 0.01% Add +1.1% 85,855 $5.3M
Wexford Capital LP 1.26% Add +31.2% 84,926 $5.3M
TD Asset Management Inc 0.00% Add +0.6% 84,370 $5.2M
Natixis 0.03% New 83,664 $5.2M
Benjamin Edwards Inc. 0.07% Add +9427.9% 81,559 $5.1M
Meritage Portfolio Management 0.30% Reduce -4.3% 80,281 $5.0M
Sagefield Capital LP 0.53% Add +6.6% 79,290 $4.9M
Ensign Peak Advisors, Inc 0.01% Add +3.0% 79,094 $4.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -2.8% 78,242 $4.9M
Pacer Advisors, Inc. 0.01% Add +369.5% 76,877 $4.8M
Nisa Investment Advisors, LLC 0.03% Reduce -6.2% 73,977 $4.6M
Financial Counselors Inc. 0.07% Add +4.1% 73,899 $4.6M
HUB Investment Partners, LLC 0.20% Reduce -6.1% 73,266 $4.5M
Avantax Advisory Services, Inc. 0.03% Reduce -3.5% 72,580 $4.5M
State of Michigan Retirement System 0.02% Reduce -0.4% 72,181 $4.5M
Jones Financial Companies LLLP 0.00% Add +81.5% 72,218 $4.5M
Nomura Asset Management Co. Ltd. 0.01% Add +11.3% 71,927 $4.5M
State of Alaska, Department of Revenue 0.05% Reduce -22.8% 68,547 $4.3M
State of New Jersey Common Pension Fund D 0.02% No change 66,973 $4.2M
Swiss Life Asset Management Ltd 0.05% Add +10.0% 66,666 $4.1M
Ledyard National Bank 0.38% Reduce -4.5% 66,553 $4.1M
Pictet Asset Management Holding SA 0.00% Add +6.1% 66,503 $4.1M
Commonwealth Equity Services, LLC 0.01% Add +22.0% 66,229 $4.1M
Edgemoor Investment Advisors, Inc. 0.36% Add +10.3% 66,182 $4.1M
Howard Capital Management, LLC 0.07% New 66,134 $4.1M
Arizona State Retirement System 0.03% Add +4.4% 65,875 $4.1M
Wasatch Advisors LP 0.02% Reduce -6.5% 65,127 $4.0M
Headlands Technologies LLC 0.46% Reduce -1.4% 64,868 $4.0M
Cetera Investment Advisers 0.01% Add +5.8% 64,795 $4.0M
PNC Financial Services Group, Inc. 0.00% Add +25.4% 64,388 $4.0M
Kempner Capital Management Inc. 2.03% No change 64,067 $4.0M
Keene & Associates, Inc. 3.00% Reduce -0.6% 63,923 $4.0M
Comerica Bank 0.02% Add +15.9% 63,527 $3.9M
Susquehanna International Group, LLP 0.01% Reduce -2.5% 62,697 $3.9M
Wealthfront Advisers LLC 0.01% Add +9.5% 59,872 $3.7M
IFM Investors Pty Ltd 0.04% Reduce -7.3% 59,751 $3.7M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 59,664 $3.7M
Savant Capital, LLC 0.03% Reduce -0.7% 59,163 $3.7M
QRG Capital Management, Inc. 0.04% Add +20.8% 57,851 $3.6M
Corebridge Financial, Inc. 0.02% Reduce -2.8% 57,041 $3.5M
Mercer Global Advisors Inc. 0.01% Add +19.6% 56,499 $3.5M
Gateway Investment Advisers LLC 0.04% Reduce -0.7% 55,404 $3.4M
Soltis Investment Advisors LLC 0.33% Add +7.5% 54,859 $3.4M
WCG Wealth Advisors LLC 0.23% Reduce -1.9% 54,696 $3.4M
Panagora Asset Management Inc. 0.02% Reduce 0.0% 54,390 $3.4M
Cerity Partners LLC 0.01% Add +32.2% 51,912 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.0% 51,895 $3.2M
Mariner, LLC 0.01% Add +13.1% 51,355 $3.2M
Retirement Systems of Alabama 0.01% Reduce -0.8% 50,340 $3.1M
Keeley-Teton Advisors, LLC 0.34% Reduce -0.6% 49,821 $3.1M
Aberdeen Group plc 0.01% Add +28.2% 49,821 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +12.5% 49,017 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.4% 46,997 $2.9M
Moneta Group Investment Advisors LLC 0.04% Reduce -58.7% 46,940 $2.9M
Czech National Bank 0.03% Add +6.9% 46,844 $2.9M
Icon Advisers Inc. 0.62% No change 45,300 $2.8M
Amalgamated Bank 0.02% Reduce -38.5% 44,802 $2.8M
Yousif Capital Management, LLC 0.03% Add +35.9% 44,423 $2.8M
Oxbow Advisors, LLC 0.28% New 44,149 $2.7M
Corient Private Wealth LP 0.00% Add +2.0% 43,784 $2.7M
Raymond James & Associates 0.00% Reduce -17.6% 43,154 $2.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.0% 42,205 $2.6M
Orion Portfolio Solutions, LLC 0.03% Reduce -2.0% 42,205 $2.6M
Bailard, Inc. 0.07% Add +9.9% 41,705 $2.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +22.3% 41,629 $2.6M
USS Investment Management Ltd 0.02% Reduce -26.6% 41,200 $2.6M
Foresight Capital Management Advisors, Inc. 1.48% New 40,203 $2.5M
Public Sector Pension Investment Board 0.01% Add +2.8% 40,137 $2.5M
CIBC Asset Management Inc 0.01% Add +7.1% 39,139 $2.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -12.8% 38,385 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.0% 37,880 $2.3M
US Bancorp \de 0.00% Add +0.6% 37,518 $2.3M
Squarepoint Ops LLC 0.01% Add +252.6% 37,231 $2.3M
Walleye Capital LLC 0.03% Add +80.0% 36,848 $2.3M
Utah Retirement Systems 0.03% Add +0.6% 36,827 $2.3M
Twin Capital Management Inc. 0.26% Reduce -0.5% 36,447 $2.3M
AXA S.A. 0.01% New 36,171 $2.2M
First PREMIER Bank 0.56% No change 36,007 $2.2M
Commerce Bank 0.01% Reduce -5.8% 35,602 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -4.1% 35,389 $2.2M
Schroder Investment Management Group 0.00% Add +7.3% 35,062 $2.2M
Qsemble Capital Management, LP 0.40% Add +34.0% 34,702 $2.2M
Conning Inc. 0.07% Reduce -0.3% 34,292 $2.1M
Stolper Co 0.69% New 34,015 $2.1M
Trexquant Investment LP 0.03% New 33,725 $2.1M
Redwood Investment Management, LLC 0.18% Reduce -11.2% 33,255 $2.1M
UMB Bank, n.a. 0.03% Reduce -36.1% 33,170 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +93.3% 32,946 $2.0M
Prospera Financial Services Inc 0.05% Add +28.8% 32,154 $2.0M
Daiwa Securities Group Inc. 0.01% Add +26.4% 31,634 $2.0M
Xponance LLC 0.02% Add +3.0% 31,337 $1.9M
Cibc World Markets Corp. 0.01% Add +5.6% 31,253 $1.9M
ProShare Advisors LLC 0.00% Reduce -8.5% 30,550 $1.9M
New York Life Investment Management LLC 0.02% Reduce -3.2% 30,422 $1.9M
STRS Ohio 0.01% New 30,246 $1.9M
Steel Grove Capital Advisors, LLC 0.26% Reduce -3.0% 30,277 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -95.9% 30,216 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -6.3% 30,112 $1.9M
Engineers Gate Manager LP 0.04% New 30,099 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 29,931 $1.9M
Community Bank of Raymore 1.39% Reduce -5.7% 29,757 $1.8M
WealthTrust Axiom LLC 0.55% Reduce -7.3% 29,710 $1.8M
DC Investments Management, LLC 1.28% No change 29,492 $1.8M
Exchange Traded Concepts, LLC 0.04% Add +126.8% 29,409 $1.8M
UniSuper Management Pty Ltd 0.01% Reduce -1.1% 29,183 $1.8M
Inspire Advisors, LLC 0.22% Reduce -11.0% 28,934 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +3.1% 28,362 $1.8M
Credit Agricole S A 0.01% Add +23.2% 27,514 $1.7M
Clearbridge Investments, LLC 0.00% Add +6.5% 26,626 $1.7M
Rafferty Asset Management, LLC 0.01% Add +6.2% 26,498 $1.6M
Cresset Asset Management, LLC 0.01% Add +2.6% 25,960 $1.6M
Brookstone Capital Management 0.02% Reduce -3.8% 25,847 $1.6M
Centiva Capital, LP 0.07% Add +10.9% 25,745 $1.6M
Glenmede Trust Co. NA 0.01% Reduce -15.8% 25,698 $1.6M
1832 Asset Management L.P. 0.00% Reduce -6.0% 25,376 $1.6M
Dark Forest Capital Management LP 0.20% Add +262.8% 25,343 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.7% 24,864 $1.5M
Inspire Investing, LLC 0.16% Reduce -6.1% 24,844 $1.5M
Sanctuary Advisors, LLC 0.01% Add +45.4% 23,942 $1.5M
Independent Advisor Alliance 0.06% Add +6.3% 24,487 $1.5M
Retirement Planning Group, LLC 0.08% Reduce -0.8% 24,162 $1.5M
Greenland Capital Management LP 0.27% Reduce -91.6% 23,760 $1.5M
CWA Asset Management Group, LLC 0.08% — 23,543 $1.5M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.4% 23,495 $1.5M
Lido Advisors, LLC 0.01% Add +10.8% 23,263 $1.4M
Advisors Asset Management, Inc. 0.03% Add +6.1% 23,182 $1.4M
Bokf, NA 0.03% Reduce -11.7% 23,349 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 22,487 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -44.0% 21,609 $1.3M
Vestcor Inc 0.04% Reduce -10.8% 21,482 $1.3M
KBC Group NV 0.00% Add +74.7% 21,439 $1.3M
Groupama Asset Managment 0.03% Add +4.5% 26,556 $1.3M
Schnieders Capital Management LLC 0.25% Add +12.2% 20,673 $1.3M
Ontario Teachers Pension Plan Board 0.01% Reduce -28.2% 20,560 $1.3M
Janus Henderson Group PLC 0.00% Reduce -15.6% 20,431 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -10.3% 19,925 $1.2M
Assetmark, Inc. 0.00% Add +0.0% 19,841 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +0.1% 19,795 $1.2M
Pathstone Holdings, LLC 0.01% Add +9.3% 19,794 $1.2M
Adamsbrown Wealth Consultants LLC 0.42% Reduce -0.0% 19,703 $1.2M
Wealthspire Advisors, LLC 0.01% Add +1.0% 19,465 $1.2M
Fifth Third Bancorp 0.00% Reduce -3.3% 19,131 $1.2M
Truist Financial Corp. 0.00% Add +8.2% 19,106 $1.2M
Pensionfund Sabic 0.37% Reduce -13.6% 19,000 $1.2M
Brevan Howard Capital Management LP 0.06% Reduce -43.7% 18,949 $1.2M
CI Investments Inc. 0.00% Reduce -1.6% 18,748 $1.2M
Ieq Capital, LLC 0.01% Add +22.3% 18,624 $1.2M
Brookmont Capital Management 0.59% Reduce -2.8% 18,398 $1.1M
DekaBank Deutsche Girozentrale 0.00% Add +1.2% 18,563 $1.1M
Gulf International Bank (UK) Ltd 0.03% Reduce -3.6% 18,107 $1.1M
Financial Partners Group, Inc 0.16% Reduce -3.3% 17,886 $1.1M
Synovus Financial Corp. 0.01% Add +97.6% 17,420 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.9% 17,163 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +40.9% 17,035 $1.1M
Rockland Trust Co. 0.05% Add +3.7% 16,810 $1.0M
Wilmington Savings Fund Society, FSB 0.02% New 16,604 $1.0M
Kentucky Retirement Systems 0.03% Reduce -7.5% 16,020 $993K
J.W. Cole Advisors, Inc. 0.04% Add +1.0% 15,806 $980K
Shell Asset Management Co. 0.04% — 15,367 $953K
Prudential PLC 0.00% No change 15,310 $949K
Mizuho Securities USA LLC 0.02% Reduce -15.9% 14,912 $925K
LaFleur & Godfrey LLC 0.13% Add +20.3% 14,792 $917K
Tudor Investment Corporation 0.01% Reduce -78.8% 14,641 $908K
SeaCrest Wealth Management, LLC 0.10% Reduce -12.0% 14,625 $907K
CSS LLC 0.16% New 14,465 $897K
Edmonds Duncan Registered Investment Advisors, LLC 0.20% Add +0.1% 14,371 $891K
Hartford Investment Management Co. 0.03% Reduce -1.2% 14,248 $884K
Farmers & Merchants Investments Inc. 0.03% Add +3615.1% 14,229 $882K
Private Advisor Group, LLC 0.01% Add +3.6% 14,001 $868K
Profund Advisors LLC 0.03% Add +9.3% 13,871 $860K
Cullinan Associates Inc. 0.05% Reduce -38.6% 14,000 $857K
Scientech Research LLC 0.17% Add +147.3% 13,704 $850K
Huber Capital Management LLC 0.17% No change 13,658 $847K
Albion Financial Group 0.06% No change 13,183 $817K
Coppell Advisory Solutions LLC 0.12% Reduce -0.6% 13,155 $815K
Rakuten Investment Management, Inc. 0.00% Add +33.1% 13,029 $807K
Louisiana State Employees Retirement System 0.01% Reduce -0.8% 12,900 $800K
Maryland State Retirement & Pension System 0.02% Reduce -26.7% 12,721 $789K
Securian Asset Management, Inc. 0.02% Reduce -3.6% 12,655 $785K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.3% 12,370 $767K
Fox Run Management, L.L.C. 0.17% New 12,236 $759K
Lion Street Advisors, LLC 0.26% Reduce -0.3% 12,091 $750K
CreativeOne Wealth, LLC 0.03% Add +12.3% 11,925 $740K
Moody National Bank Trust Division 0.08% Add +29.1% 11,861 $736K
NewEdge Advisors, LLC 0.00% Reduce -13.3% 11,854 $735K
Altfest L J & Co. Inc. 0.10% Add +23.9% 11,768 $730K
Miller Howard Investments Inc. 0.02% Reduce -4.5% 11,579 $718K
Aviso Financial Inc. 0.04% Add +6.1% 11,490 $712K
Gibson Wealth Advisors LLC 0.58% No change 11,400 $707K
New Mexico Educational Retirement Board 0.02% Reduce -2.6% 11,250 $698K
Intrua Financial, LLC 0.11% Reduce -1.0% 11,210 $695K
Schonfeld Strategic Advisors LLC 0.01% Reduce -81.3% 11,169 $693K
Virtu Financial LLC 0.04% New 11,161 $692K
Sienna Gestion 0.05% New 11,104 $687K
Meeder Advisory Services, Inc. 0.04% Add +28.9% 11,029 $684K
Caprock Group, LLC 0.02% Reduce -1.3% 10,980 $681K
Sherbrooke Park Advisers LLC 0.15% Reduce -37.6% 10,815 $671K
Iams Wealth Management, LLC 0.32% Reduce -1.1% 10,646 $660K
Blair William & Co. 0.00% Reduce -0.9% 10,611 $658K
First Trust Direct Indexing L.P. 0.03% Add +26.8% 10,418 $646K
Ethic Inc. 0.02% Reduce -1.4% 12,038 $643K
GAMMA Investing LLC 0.06% Add +19.5% 10,313 $640K
Moors & Cabot, Inc. 0.03% Reduce -1.6% 10,306 $639K
Nordea Investment Management AB 0.00% No change 10,263 $637K
Amica Mutual Insurance Co. 0.06% Reduce -12.3% 10,201 $633K
Prime Capital Investment Advisors, LLC 0.01% Add +40.3% 10,138 $629K
O'shaughnessy Asset Management, LLC 0.01% Add +43.5% 10,372 $620K
IHT Wealth Management, LLC 0.02% Add +50.4% 9,874 $611K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.4% 9,777 $606K
Smith, Moore & Co. 0.06% Add +2.2% 9,703 $602K
Jane Street Group, LLC 0.00% Reduce -96.3% 9,604 $596K
Pallas Capital Advisors LLC 0.03% Add +14.9% 9,651 $595K
Janney Montgomery Scott LLC 0.00% Reduce -2.3% 9,473 $587K
Verity Asset Management, Inc. 0.22% Add +96.5% 9,399 $583K
Wellington Management Group LLP 0.00% Reduce -96.3% 9,397 $583K
IFP Advisors, Inc 0.02% Reduce -4.4% 9,390 $582K
Midwest Financial Group LLC 0.34% Reduce -11.9% 9,295 $576K
Sierra Summit Advisors LLC 0.13% Add +20.0% 9,216 $571K
Choreo, LLC 0.01% Add +6.4% 9,247 $570K
Capula Management Ltd 0.01% New 9,165 $568K
Mattern Wealth Management LLC 0.12% Reduce -6.2% 9,071 $563K
Fairview Capital Investment Management, LLC 0.03% No change 9,000 $558K
Sterling Capital Management LLC 0.01% — 8,957 $555K
FineMark National Bank & Trust 0.02% Reduce -0.5% 8,868 $550K
Concurrent Investment Advisors, LLC 0.02% Reduce -12.6% 8,820 $547K
NEOS Investment Management LLC 0.02% Add +22.9% 8,700 $539K
Hennion & Walsh Asset Management, Inc. 0.03% Add +12.3% 8,688 $539K
Johnson Investment Counsel Inc. 0.01% Reduce -5.1% 8,679 $538K
Steph & Co. 0.17% Add +6.8% 8,625 $535K
Norinchukin Bank, The 0.01% Add +9.7% 8,487 $526K
Atria Wealth Solutions, Inc. 0.01% Add +11.4% 8,293 $514K
TD Waterhouse Canada Inc. 0.00% New 8,289 $511K
HighPoint Advisor Group LLC 0.03% Add +5.1% 8,535 $508K
Transcend Capital Advisors, LLC 0.03% No change 8,015 $497K
Nicolet Bankshares Inc. 0.10% No change 8,000 $496K
Larson Financial Group LLC 0.03% Add +244.6% 7,967 $494K
Sunbelt Securities, Inc. 0.05% Add +2.2% 7,778 $482K
Jeppson Wealth Management, LLC 0.17% Reduce -0.8% 7,774 $482K
Empirical Finance, LLC 0.03% Add +2.3% 7,751 $481K
United Capital Financial Advisors, LLC 0.00% Add +0.9% 7,727 $479K
Parallel Advisors, LLC 0.01% Reduce -11.0% 7,726 $479K
Chicago Partners Investment Group LLC 0.02% Add +5.4% 7,728 $479K
Investment Management Corp of Ontario 0.01% Add +46.1% 7,606 $472K
Evergreen Capital Management LLC 0.02% No change 7,560 $469K
CoreFirst Bank & Trust 0.27% Reduce -10.2% 7,560 $469K
Trust Co of Kansas 0.23% Reduce -0.5% 7,486 $464K
Coldstream Capital Management Inc. 0.01% Add +2.1% 7,449 $463K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -66.3% 7,449 $462K
HB Wealth Management, LLC 0.01% Add +6.6% 7,438 $461K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 7,436 $461K
Focus Partners Advisor Solutions, LLC 0.01% Add +8.4% 7,425 $460K
Metis Global Partners, LLC 0.01% Add +1.5% 7,356 $456K
Novak & Powell Financial Services, Inc. 0.26% Add +1.0% 7,346 $456K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 7,289 $452K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +4.4% 7,171 $445K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.2% 7,140 $443K
Ti-Trust, Inc. 0.31% No change 7,047 $437K
Concourse Financial Group Securities, Inc. 0.03% Reduce -7.1% 6,909 $428K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -8.2% 6,808 $422K
Evoke Wealth, LLC 0.01% New 6,694 $415K
Vinva Investment Management Ltd 0.02% Add +16.3% 6,636 $411K
Park Avenue Securities LLC 0.00% Reduce -4.2% 6,602 $409K
Kornitzer Capital Management Inc. 0.01% No change 6,579 $408K
Signaturefd, LLC 0.01% Reduce -0.3% 6,547 $406K
Mgo One Seven LLC 0.02% Add +14.9% 6,494 $403K
Sound View Wealth Advisors Group, LLC 0.03% Add +58.3% 6,372 $395K
Lanark Financial, Inc. 0.03% Reduce -0.5% 6,377 $395K
AlphaStar Capital Management, LLC 0.03% New 6,284 $390K
Equitable Holdings, Inc. 0.00% Add +5.0% 6,252 $388K
Compound Planning, Inc. 0.02% Add +19.8% 6,245 $387K
Integrated Wealth Concepts LLC 0.00% Add +1.4% 6,194 $384K
FAS Wealth Partners, Inc. 0.03% Add +0.7% 6,180 $383K
OneDigital Investment Advisors LLC 0.00% Reduce -5.1% 6,167 $382K
Westwood Holdings Group Inc. 0.00% No change 6,076 $377K
Trust Co 0.04% No change 6,017 $373K
Uncommon Cents Investing LLC 0.10% Add +5.6% 5,975 $371K
SG Americas Securities, LLC 0.00% Reduce -94.8% 5,943 $369K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 5,917 $367K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 5,900 $366K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.5% 5,877 $364K
Focus Partners Wealth 0.00% Reduce -3.9% 5,868 $364K
Waterfront Wealth Inc. 0.09% No change 6,041 $364K
Plante Moran Financial Advisors, LLC 0.03% New 5,860 $363K
Hilltop Holdings Inc. 0.02% New 5,840 $362K
Garner Asset Management Corp 0.12% No change 5,831 $362K
Raymond James Trust N.A. 0.01% Reduce -5.5% 5,815 $361K
Blackhawk Capital Partners, LLC 0.19% New 5,792 $359K
Naples Global Advisors, LLC 0.03% Reduce -18.1% 5,788 $359K
Vaughan David Investments LLC 0.01% Reduce -6.8% 5,763 $357K
KCM Investment Advisors LLC 0.01% Reduce -6.3% 5,736 $356K
World Investment Advisors 0.01% Add +3.9% 5,715 $354K
MBB Public Markets I LLC 0.03% Reduce -66.9% 5,580 $346K
T. Rowe Price Investment Management, Inc. 0.00% Add +9.9% 5,544 $344K
Schulhoff & Co. Inc. 0.14% No change 5,500 $341K
NorthCrest Asset Manangement, LLC 0.01% New 5,417 $336K
Intrust Bank NA 0.03% Add +2.4% 5,404 $335K
Aquatic Capital Management LLC 0.01% Reduce -74.8% 5,400 $335K
Tocqueville Asset Management L.P. 0.01% Add +10.2% 5,400 $335K
AE Wealth Management LLC 0.00% Reduce -79.9% 5,392 $334K
Vista Investment Partners LLC 0.11% No change 5,358 $332K
D.B. Root & Company, LLC 0.11% Reduce -32.5% 5,247 $325K
MML Investors Services, LLC 0.00% Add +22.1% 5,168 $320K
CGN Advisors LLC 0.03% No change 5,145 $319K
Gentry Private Wealth, LLC 0.26% No change 5,093 $316K
GoalVest Advisory LLC 0.09% No change 5,093 $316K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.4% 5,007 $310K
Spirit of America Management Corp. 0.06% Add +70.7% 4,950 $307K
44 Wealth Management LLC 0.11% — 4,900 $304K
CENTRAL TRUST Co 0.01% Reduce -10.1% 4,891 $303K
Jump Financial, LLC 0.01% Reduce -67.1% 4,837 $300K
V-Square Quantitative Management LLC 0.04% Add +3.5% 4,774 $296K
Blueshift Asset Management, LLC 0.07% New 4,769 $296K
Royal Fund Management, LLC 0.02% New 4,760 $295K
Black Diamond Financial, LLC 0.05% No change 4,729 $293K
Summit Trail Advisors, LLC 0.01% New 4,720 $293K
Modern Wealth Management, LLC 0.02% Reduce -0.3% 4,672 $290K
MainStreet Investment Advisors LLC 0.04% Reduce -18.6% 4,656 $289K
Lifeworks Advisors, LLC 0.06% New 4,629 $287K
MIdWestOne Financial Group, Inc. 0.04% Reduce -0.2% 4,611 $286K
Integris Wealth Management, LLC 0.08% No change 4,570 $283K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 4,524 $281K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -20.0% 4,524 $281K
NorthRock Partners, LLC 0.01% Reduce -0.1% 4,511 $280K
DGS Capital Management, LLC 0.08% Add +16.0% 4,487 $278K
Cornerstone Wealth Management, LLC 0.02% Reduce -7.0% 4,416 $274K
Bank & Trust Co 0.22% No change 4,406 $273K
Martingale Asset Management L P 0.01% No change 4,400 $273K
Syon Capital LLC 0.02% Reduce -12.8% 4,387 $272K
Walker Asset Management, LLC 0.17% Add +0.8% 4,361 $270K
Vident Advisory, LLC 0.01% Reduce -6.6% 4,334 $269K
Allworth Financial LP 0.00% Add +40.5% 4,321 $268K
Artisan Partners Limited Partnership 0.00% No change 4,308 $267K
Probity Advisors, Inc. 0.05% Add +6.0% 4,292 $266K
Valeo Financial Advisors, LLC 0.01% Reduce -0.2% 4,286 $266K
Kingswood Wealth Advisors, LLC 0.02% Reduce -9.6% 4,280 $265K
Horizon Investment Services, LLC 0.11% New 4,244 $263K
Sound Stewardship, LLC 0.15% Add +0.1% 4,232 $262K
Simplex Trading, LLC 0.01% Reduce -54.4% 4,070 $252K
Kimelman & Baird, LLC 0.02% No change 4,054 $251K
Stelac Advisory Services LLC 0.10% No change 4,000 $248K
Atria Investments, Inc 0.00% Reduce -6.1% 3,986 $247K
Robertson Stephens Wealth Management, LLC 0.01% New 3,980 $247K
&partners 0.00% New 3,967 $246K
Alpha Family Trust 0.14% No change 3,970 $246K
Eastern Bank 0.00% New 3,963 $246K
Ascentis Independent Advisors 0.04% No change 3,950 $245K
Marcum Wealth, LLC 0.02% New 3,833 $238K
D.A. Davidson & Co. 0.00% Reduce -5.7% 3,795 $235K
United Asset Strategies, Inc. 0.02% New 3,768 $234K
First National Advisers, LLC 0.04% New 3,761 $233K
Texas Yale Capital Corp. 0.01% New 3,743 $232K
Sound Income Strategies, LLC 0.01% No change 3,718 $231K
Zacks Investment Management 0.00% Reduce -16.8% 3,708 $230K
Steward Partners Investment Advisory, LLC 0.00% Add +29.6% 3,683 $228K
Empowered Funds, LLC 0.00% New 3,652 $226K
Lazard Asset Management LLC 0.00% No change 3,655 $226K
Kavar Capital Partners Group, LLC 0.04% New 3,603 $223K
PFG Investments, LLC 0.01% Reduce -24.9% 3,578 $222K
GeoWealth Management, LLC 0.01% New 3,555 $220K
Ameritas Advisory Services, LLC 0.01% New 3,552 $220K
Aviva PLC 0.00% New 3,534 $219K
Quent Capital, LLC 0.02% Add +0.6% 3,529 $219K
New Century Financial Group, LLC 0.08% Reduce -12.6% 3,512 $218K
Phoenix Wealth Advisors 0.10% New 3,501 $217K
Morningstar Investment Management LLC 0.02% New 3,612 $216K
PAX Financial Group, LLC 0.04% New 3,465 $215K
Greenleaf Trust 0.00% New 3,447 $214K
Beacon Pointe Advisors, LLC 0.00% New 3,413 $212K
Gries Financial LLC 0.04% New 3,374 $209K
FinTrust Capital Advisors, LLC 0.04% Add +6.3% 3,364 $209K
Bleakley Financial Group, LLC 0.01% New 3,332 $207K
Arax Advisory Partners 0.02% Add +0.9% 3,303 $205K
Northwest & Ethical Investments L.P. 0.01% New 3,300 $205K
Man Group plc 0.00% New 3,256 $202K
EP Wealth Advisors, LLC 0.00% New 3,251 $202K
Advisory Services Network, LLC 0.00% No change 3,802 $201K
United Capital Management of KS, Inc. 0.04% New 3,246 $201K
Horizon Investments, LLC 0.01% Reduce -14.4% 3,156 $196K
Bessemer Group Inc. 0.00% Add +8.8% 3,056 $190K
Mather Group, Llc. 0.00% Reduce -11.5% 3,058 $190K
Federation des caisses Desjardins du Quebec 0.00% Add +2.0% 2,915 $181K
Tucker Asset Management LLC 0.04% Add +21.6% 2,811 $174K
Riggs Asset Managment Co. Inc. 0.05% No change 2,800 $174K
Danske Bank A/S 0.00% No change 2,500 $155K
Ameritas Investment Partners, Inc. 0.00% Reduce -8.8% 2,329 $144K
Y.D. More Investments Ltd 0.01% Add +3.2% 2,255 $140K
Farther Finance Advisors, LLC 0.01% Add +3.5% 2,237 $139K
Jaffetilchin Investment Partners, LLC 0.01% New 2,170 $135K
HHM Wealth Advisors, LLC 0.02% No change 2,074 $129K
Global Retirement Partners, LLC 0.00% Add +7.1% 2,033 $126K
Catalyst Funds Management Pty Ltd 0.03% Add +233.3% 2,000 $124K
Earned Wealth Advisors, LLC 0.04% New 1,998 $124K
Huntington National Bank 0.00% Reduce -7.0% 1,962 $122K
Quadrant Capital Group LLC 0.01% Reduce -6.5% 1,873 $116K
Blue Trust, Inc. 0.00% Add +44.8% 2,148 $114K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $112K
GPS Wealth Strategies Group, LLC 0.01% Add +0.9% 1,721 $107K
Ostrum Asset Management 0.01% Add +1.3% 1,677 $104K
Advantage Trust Co 0.07% No change 1,597 $99K
Trust Co. of Vermont 0.00% No change 1,585 $98K
Geneos Wealth Management Inc. 0.00% Add +27.1% 1,563 $97K
Harbour Investments, Inc. 0.00% Add +4.2% 1,556 $96K
Creative Capital Management Investments LLC 0.04% No change 1,501 $93K
Peoples Bank 0.06% Reduce -45.2% 1,455 $90K
Venturi Wealth Management, LLC 0.00% Add +230.0% 1,386 $86K
Smartleaf Asset Management LLC 0.01% Add +141.2% 1,293 $80K
Atwood & Palmer Inc. 0.01% No change 1,269 $79K
Hilltop National Bank 0.02% Reduce -8.2% 1,267 $79K
First Horizon Advisors, Inc. 0.00% Add +5.3% 1,221 $76K
Amica Retiree Medical Trust 0.06% — 1,208 $75K
Capstone Investment Advisors, LLC 0.00% Reduce -67.3% 1,207 $75K
Westside Investment Management, Inc. 0.02% No change 1,174 $73K
Motco 0.01% No change 1,097 $68K
Continuum Advisory, LLC 0.01% No change 1,069 $67K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +0.7% 1,068 $66K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 1,070 $66K
Glass Jacobson Investment Advisors llc 0.02% No change 1,010 $63K
HM Payson & Co. 0.00% Add +0.5% 1,005 $62K
First Financial Corp. 0.03% No change 1,000 $62K
Ruedi Wealth Management, Inc. 0.02% No change 1,000 $62K
IMA Advisory Services, Inc. 0.01% New 1,000 $62K
Toth Financial Advisory Corp. 0.01% No change 1,000 $62K
Montag A & Associates Inc. 0.00% No change 1,000 $62K
PSI Advisors, LLC 0.02% No change 999 $62K
Mowery & Schoenfeld Wealth Management, LLC 0.10% No change 976 $61K
Spire Wealth Management 0.00% Reduce -4.5% 972 $60K
Rogco, LP 0.02% No change 962 $60K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $59K
Crewe Advisors LLC 0.01% No change 900 $56K
Asset Dedication, LLC 0.00% No change 885 $55K
Beach Investment Counsel Inc. 0.01% No change 873 $54K
Whittier Trust Co. of Nevada Inc. 0.00% No change 860 $53K
SRH Advisors, LLC 0.02% No change 842 $52K
Sentry Investment Management LLC 0.02% New 829 $51K
City State Bank 0.02% No change 808 $50K
City Holding Co. 0.01% No change 808 $50K
Riverview Trust Co 0.04% No change 804 $50K
Northwest Financial Advisors 0.04% New 800 $50K
Whittier Trust Co. 0.00% No change 781 $48K
Centennial Bank 0.02% No change 777 $48K
Principal Securities, Inc. 0.00% Reduce -20.6% 776 $48K
Lindbrook Capital, LLC 0.00% Reduce -18.7% 774 $48K
Parkside Financial Bank & Trust 0.01% Add +7.7% 743 $46K
TD Private Client Wealth LLC 0.00% Add +0.4% 741 $46K
Pinnacle Bancorp, Inc. 0.01% No change 740 $46K
MV Capital Management, Inc. 0.00% Add +1.7% 736 $46K
Cromwell Holdings LLC 0.03% No change 732 $45K
Rothschild Investment LLC 0.00% Add +4.3% 730 $45K
CVA Family Office, LLC 0.01% Add +11.7% 717 $44K
Hantz Financial Services, Inc. 0.00% Reduce -11.1% 691 $43K
Tortoise Investment Management, LLC 0.00% No change 679 $42K
Pathway Financial Advisers, LLC 0.02% Add +6854.6% 2,539,001 $41K
Heritage Wealth Advisors 0.00% No change 658 $41K
Elequin Capital, LP 0.09% New 650 $40K
Deseret Mutual Benefit Administrators 0.02% No change 650 $40K
Versant Capital Management, Inc 0.01% Add +0.3% 646 $40K
Pin Oak Investment Advisors Inc. 0.04% No change 660 $40K
M&R Capital Management Inc. 0.01% No change 610 $38K
Mechanics Financial Corp 0.02% No change 605 $38K
Delta Asset Management LLC 0.00% Reduce -29.2% 605 $38K
DT Investment Partners, LLC 0.00% No change 600 $37K
Pacific Center for Financial Services 0.01% No change 598 $37K
Key Financial Inc 0.01% No change 598 $37K
Loomis Sayles & Co. L P 0.00% Add +1.6% 580 $36K
Leonteq Securities AG 0.00% Reduce -3.0% 560 $35K
Independence Bank of Kentucky 0.01% No change 556 $34K
CNB Bank 0.02% Add +23.7% 553 $34K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $33K
Hexagon Capital Partners LLC 0.01% Add +47.1% 531 $33K
Truvestments Capital LLC 0.01% New 518 $32K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.6% 497 $31K
Fairscale Capital, LLC 0.03% No change 492 $31K
Carolina Wealth Advisors, LLC 0.02% No change 478 $30K
Private Trust Co. NA 0.00% No change 468 $29K
Avion Wealth 0.01% Add +281.8% 462 $28K
AdvisorNet Financial, Inc 0.00% Add +7.6% 440 $27K
CoreCap Advisors, LLC 0.00% Reduce -26.1% 438 $27K
Hemington Wealth Management 0.01% New 441 $26K
Colonial Trust Advisors 0.00% No change 419 $26K
Financial Avengers, Inc. 0.01% Add +1.0% 416 $26K
Bruce G. Allen Investments, LLC 0.02% No change 358 $22K
True Wealth Design, LLC 0.01% Add +3800.0% 351 $22K
International Assets Investment Management, LLC 0.00% New 346 $21K
FSA Wealth Management LLC 0.01% — 330 $20K
Smithfield Trust Co 0.00% No change 330 $20K
Fortitude Family Office, LLC 0.01% Add +527.5% 320 $20K
Gen-Wealth Partners Inc 0.01% Reduce -25.9% 324 $19K
Red Tortoise LLC 0.01% No change 312 $19K
Zions Bancorporation, N.A. 0.00% Reduce -2.5% 311 $19K
Foster Dykema Cabot & Partners, LLC 0.00% No change 299 $19K
Addison Advisors LLC 0.01% Add +179.3% 296 $18K
Valley National Advisers Inc. 0.00% Reduce -40.7% 299 $18K
JNBA Financial Advisors 0.00% No change 273 $17K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $17K
WASHINGTON TRUST Co 0.00% No change 269 $17K
New Age Alpha Advisors, LLC 0.01% New 265 $16K
Private Wealth Management Group, LLC 0.01% No change 260 $16K
Acadian Asset Management LLC 0.00% No change 260 $16K
Ashton Thomas Securities, LLC 0.00% New 237 $15K
Missouri Trust & Investment Co 0.00% No change 226 $14K
Evermay Wealth Management LLC 0.00% No change 220 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 209 $13K
WealthCollab, LLC 0.01% No change 203 $13K
NCP Inc. 0.01% No change 200 $12K
Country Trust Bank 0.00% New 200 $12K
Avior Wealth Management, LLC 0.00% Reduce -3.9% 196 $12K
Covestor Ltd 0.01% Reduce -3.0% 197 $12K
GHP Investment Advisors, Inc. 0.00% Add +46.1% 190 $12K
Clearstead Advisors, LLC 0.00% Reduce -7.1% 183 $11K
REAP Financial Group, LLC 0.00% Reduce -7.1% 182 $11K
GW&K Investment Management, LLC 0.00% Reduce -9.4% 182 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 176 $11K
Global X Japan Co., Ltd. 0.00% Reduce -26.4% 176 $11K
Raleigh Capital Management Inc. 0.00% Reduce -24.0% 171 $11K
CGC Financial Services, LLC 0.00% No change 164 $10K
Brooklyn Investment Group 0.00% New 153 $9K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 151 $9K
Capital Advisors, Ltd. LLC 0.00% No change 149 $9K
Paladin Advisory Group, LLC 0.01% No change 145 $9K
VitalStone Financial, LLC 0.01% New 138 $9K
Horizon Bancorp Inc. 0.00% No change 134 $8K
Kepos Capital LP 0.00% Add +71.3% 137 $8K
Optiver Holding B.V. 0.00% New 122 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 119 $7K
Aspect Partners, LLC 0.00% No change 119 $7K
Northwest Investment Counselors, LLC 0.00% New 119 $7K
North Star Investment Management Corp. 0.00% No change 119 $7K
Gilliland Jeter Wealth Management LLC 0.00% No change 113 $7K
Tsfg, LLC 0.00% No change 113 $7K
Salem Investment Counselors Inc. 0.00% No change 110 $7K
JFS Wealth Advisors, LLC 0.00% Add +29.5% 101 $6K
New England Capital Financial Advisors LLC 0.00% No change 100 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -78.4% 93 $6K
Bell Investment Advisors, Inc 0.00% Reduce -25.0% 87 $5K
Prestige Wealth Management Group LLC 0.00% No change 85 $5K
Financial Management Professionals, Inc. 0.00% No change 78 $5K
Capital Analysts, LLC 0.00% No change 87 $5K
Eagle Bay Advisors LLC 0.00% No change 74 $5K
Armstrong Advisory Group, Inc. 0.00% No change 67 $4K
Hollencrest Capital Management 0.00% No change 65 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +980.0% 54 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 52 $3K
Ridgewood Investments LLC 0.00% No change 49 $3K
Dunhill Financial, LLC 0.00% Add +104.3% 47 $3K
POM Investment Strategies, LLC 0.00% Add +2.2% 47 $3K
TFC Financial Management, Inc. 0.00% No change 32 $2K
Rakuten Securities, Inc. 0.00% Reduce -47.4% 30 $2K
MCF Advisors LLC 0.00% No change 23 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -99.5% 20 $1K
Baldwin Wealth Partners LLC 0.00% New 20 $1K
SJS Investment Consulting Inc. 0.00% No change 19 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.6% 17 $1K
Caitlin John, LLC 0.00% No change 13 $855
Manchester Capital Management LLC 0.00% No change 12 $745
Sandy Spring Bank 0.00% No change 12 $745
ClariVest Asset Management LLC 0.00% No change 12 $639
Clear Point Advisors Inc. 0.00% No change 8 $496
West Branch Capital LLC 0.00% New 4 $249
Brown Brothers Harriman & Co. 0.00% New 4 $248
WestEnd Advisors, LLC 0.00% No change 3 $186
RE Dickinson Investment Advisors, LLC 0.00% New 1 $74
Valley Wealth Managers, Inc. 0.00% No change 1 $60
Resources Management Corp. /CT/ 0.00% New 7 $0

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