EvergyEVRG

13F holders, Q4 2024 (December 31)
775holders +56
87new positions
60sold out
8famous investors
$61.54avg. 13F price*

At the end of Q4 2024, 775 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 56 from Q3 2024. 87 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.1B) and State Street Corp. ($1.0B). 8 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions87$136.9M
Exits60$165.5M

All 13F filers, Q3 2024 → Q4 2024: 17,889,961 shares bought and 16,100,102 shares sold, net +1,789,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 775 holders

Vanguard Group Inc. 0.03% Add +0.7% 30,665,885 $1.9B
BlackRock, Inc. 0.02% Add +4.0% 17,433,199 $1.1B
State Street Corp. 0.04% Add +1.7% 16,737,392 $1.0B
Invesco Ltd. 0.08% Add +6.9% 6,772,172 $416.8M
Franklin Resources Inc. 0.10% Add +2.3% 5,660,930 $348.4M
Geode Capital Management, LLC 0.03% Add +2.4% 5,637,257 $346.1M
FMR LLC 0.02% Add +111.8% 4,246,147 $261.4M
Millennium Management 0.22% Add +24.4% 4,026,909 $247.9M
Zimmer Partners, LP 3.96% Reduce -10.9% 3,709,310 $228.3M
Morgan Stanley 0.02% Add +9.5% 3,622,409 $223.0M
American Century Companies Inc. 0.13% Add +3.8% 3,555,122 $218.8M
Federated Hermes, Inc. 0.46% Add +2.2% 3,434,216 $211.4M
Bank of New York Mellon Corp 0.04% Add +9.1% 3,085,401 $189.9M
UBS Group AG 0.04% Add +76.3% 2,800,467 $172.4M
Nuveen Asset Management, LLC 0.05% Reduce -9.6% 2,779,982 $171.1M
Bluescape Energy Partners LLC 38.88% No change 2,657,473 $163.6M
Northern Trust Corp. 0.02% Add +5.7% 2,345,119 $144.3M
Point72 Asset Management 0.40% Reduce -17.9% 2,338,687 $143.9M
ExodusPoint Capital Management, LP 1.48% Add +164.8% 2,312,953 $142.4M
Citadel Advisors 0.13% Add +59.4% 2,182,316 $134.3M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -13.8% 2,177,465 $134.0M
Charles Schwab Investment Management Inc. 0.02% Add +1.2% 2,160,492 $133.0M
Manning & Napier Advisors LLC 1.35% Reduce -6.0% 1,920,048 $118.2M
Duff & Phelps Investment Management Co. 1.36% Add +1.6% 1,851,745 $114.0M
Thompson Siegel & Walmsley LLC 1.65% Reduce -5.3% 1,714,385 $105.5M
Legal & General Group Plc 0.03% Reduce -1.8% 1,710,629 $105.3M
Jennison Associates LLC 0.06% Add +10.8% 1,556,580 $95.8M
Victory Capital Management Inc. 0.09% Add +25.8% 1,450,458 $89.3M
Two Sigma Advisers, LP 0.20% Add +12.8% 1,417,100 $87.2M
First Trust Advisors LP 0.08% Reduce -2.6% 1,388,937 $85.5M
Goldman Sachs Group Inc. 0.02% Add +17.0% 1,365,606 $84.1M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 1,364,401 $84.0M
Cohen & Steers, Inc. 0.16% Reduce -45.2% 1,329,399 $81.8M
Dimensional Fund Advisors LP 0.02% Add +1.5% 1,295,687 $79.7M
CBRE Investment Management Listed Real Assets LLC 1.32% Add +9.8% 1,207,828 $74.3M
Empower Advisory Group, LLC 0.25% Add +4.0% 1,192,964 $73.4M
AQR Capital Management 0.09% Add +1.5% 1,161,102 $71.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +15.6% 1,144,126 $70.4M
Voloridge Investment Management, LLC 0.24% Reduce -22.3% 1,123,230 $69.1M
Gabelli Funds LLC 0.52% Reduce -1.9% 1,116,307 $68.7M
Captrust Financial Advisors 0.20% Add +67.2% 1,113,538 $68.5M
JPMorgan Chase & Co. 0.01% Reduce -36.7% 1,060,122 $65.3M
Assenagon Asset Management S.A. 0.12% Add +43.6% 1,041,564 $64.1M
California Public Employees Retirement System 0.04% Add +0.8% 1,040,565 $64.0M
Two Sigma Investments, LP 0.15% Reduce -21.0% 997,500 $61.4M
SG Americas Securities, LLC 0.25% Add +15406.4% 921,546 $56.7M
Bank of America Corp. 0.01% Reduce -32.5% 920,245 $56.6M
Brandes Investment Partners, LP 0.62% New 904,180 $55.7M
Balyasny Asset Management L.P. 0.12% Reduce -11.7% 847,394 $52.2M
Old Republic International Corp. 2.01% No change 830,246 $51.1M
HSBC Holdings PLC 0.03% Reduce -7.8% 782,876 $48.1M
Energy Income Partners, LLC 0.97% Reduce -15.2% 768,541 $47.3M
Deutsche Bank AG 0.02% Add +34.6% 750,061 $46.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.6% 723,022 $44.5M
RNC Capital Management LLC 2.28% Reduce -6.1% 694,159 $42.7M
Allianz Asset Management GmbH 0.06% Add +2.9% 692,892 $42.6M
Barclays PLC 0.02% Add +51.0% 662,313 $40.8M
Los Angeles Capital Management LLC 0.16% Reduce -14.7% 654,124 $40.3M
Aventail Capital Group, LP 2.10% New 651,219 $40.1M
Teilinger Capital Ltd. 30.50% Reduce -7.1% 650,000 $40.0M
Swiss National Bank 0.03% Reduce -4.8% 649,626 $40.0M
Yaupon Capital Management LP 2.14% Add +1.6% 548,578 $33.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +4.7% 539,263 $33.2M
Raymond James Financial Inc. 0.01% — 527,837 $32.5M
Sei Investments Co. 0.04% Reduce -21.1% 481,843 $29.7M
Royal Bank of Canada 0.01% Add +104.6% 476,323 $29.3M
Citigroup Inc. 0.03% Reduce -52.1% 465,304 $28.6M
CIBC Private Wealth Group LLC 0.05% Reduce -0.1% 452,140 $27.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Reduce -0.4% 423,409 $26.1M
New York State Common Retirement Fund 0.03% Add +292.4% 398,950 $24.6M
Alps Advisors Inc. 0.15% Reduce -0.8% 398,705 $24.5M
Verition Fund Management LLC 0.12% Reduce -48.8% 377,195 $23.2M
GW Henssler & Associates Ltd. 1.29% Reduce -0.9% 362,319 $22.5M
Natixis 0.15% Add +334.7% 363,652 $22.4M
Rhumbline Advisers 0.02% Reduce -2.8% 363,155 $22.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.5% 360,846 $22.2M
National Bank of Canada 0.03% Add +24.8% 339,685 $20.9M
Russell Investments Group, Ltd. 0.03% Reduce -30.4% 333,974 $20.6M
Envestnet Asset Management Inc. 0.01% Add +3.0% 331,086 $20.4M
Bank of Montreal 0.01% Reduce -68.2% 317,398 $19.5M
Alliancebernstein L.P. 0.01% Reduce -3.2% 307,890 $19.0M
Cwm, LLC 0.08% Reduce -1.5% 306,910 $18.9M
Stifel Financial Corp. 0.02% Add +10.3% 301,447 $18.6M
Wells Fargo & Company 0.00% Reduce -71.8% 300,720 $18.5M
LSV Asset Management 0.04% Add +3.3% 297,300 $18.3M
Ameriprise Financial Inc. 0.00% Add +5.1% 295,489 $18.2M
GAMCO Investors 0.19% Reduce -1.0% 292,403 $18.0M
Hudson Bay Capital Management LP 0.13% Reduce -41.5% 285,689 $17.6M
Crawford Investment Counsel Inc. 0.31% Reduce -0.7% 281,713 $17.3M
Treasurer of the State of North Carolina 0.07% Add +2.7% 277,139 $17.1M
Principal Financial Group Inc. 0.01% Reduce -0.6% 276,412 $17.0M
Renaissance Technologies 0.03% Add +16.9% 274,602 $16.9M
California State Teachers Retirement System 0.02% Reduce -4.7% 272,821 $16.8M
Cullen/Frost Bankers, Inc. 0.23% Add +1.1% 270,839 $16.7M
BNP Paribas Financial Markets 0.01% Reduce -72.2% 262,443 $16.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -9.2% 258,245 $15.9M
HITE Hedge Asset Management LLC 1.16% Reduce -16.0% 256,594 $15.8M
Gotham Asset Management 0.15% Add +40.5% 250,199 $15.4M
Korea Investment CORP 0.04% Add +24.5% 241,657 $14.9M
Voya Investment Management LLC 0.02% Reduce -6.4% 234,177 $14.4M
Crestline Management, L.P. 0.47% Reduce -17.7% 220,579 $13.6M
Massachusetts Financial Services Co. 0.00% Add +0.2% 218,631 $13.5M
Susquehanna Fundamental Investments, LLC 0.23% — 218,332 $13.4M
Sound Income Strategies, LLC 0.82% Add +5709.7% 216,004 $13.3M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -0.9% 214,882 $13.2M
New York State Teachers Retirement System 0.03% Reduce -6.8% 212,959 $13.1M
Guggenheim Capital LLC 0.10% Reduce -52.9% 206,355 $12.7M
Sonora Investment Management Group, LLC 0.96% Add +4.9% 200,231 $12.3M
Wedge Capital Management L L P 0.22% Reduce -13.5% 199,158 $12.3M
Oppenheimer Asset Management Inc. 0.15% Add +1.4% 196,979 $12.1M
ArrowMark Colorado Holdings LLC 0.16% Reduce -20.7% 188,000 $11.6M
State of Wisconsin Investment Board 0.03% Reduce -4.1% 183,733 $11.3M
Greenland Capital Management LP 2.28% Add +672.5% 183,539 $11.3M
Exencial Wealth Advisors, LLC 0.41% Reduce -2.7% 182,661 $11.2M
M&T Bank Corp 0.04% Add +1.6% 173,112 $10.7M
Vennlight Capital Management, LP 9.84% — 168,364 $10.4M
LPL Financial LLC 0.00% Reduce -7.2% 163,785 $10.1M
Magellan Asset Management Ltd 0.11% Reduce -17.6% 162,386 $10.0M
Macquarie Group Ltd. 0.01% Reduce -7.8% 170,438 $9.9M
Worldquant Millennium Advisors LLC 0.06% Reduce -0.4% 161,534 $9.9M
ING Groep NV 0.07% Reduce -53.7% 159,873 $9.8M
Mackenzie Financial Corp. 0.01% Add +38.3% 156,238 $9.6M
Summit Global Investments 0.59% Add +34.1% 154,314 $9.5M
Thrivent Financial for Lutherans 0.02% Add +388.1% 147,481 $9.1M
Bank of Nova Scotia 0.02% Reduce -52.2% 145,594 $9.0M
Brandywine Global Investment Management, LLC 0.06% Reduce -7.4% 140,085 $8.6M
Schaper Benz & Wise Investment Counsel Inc. 0.68% Reduce -1.8% 137,049 $8.4M
Creative Planning 0.01% Add +10.0% 135,974 $8.4M
CIBC Asset Management Inc 0.03% Add +242.7% 134,115 $8.3M
Advocate Group LLC 1.54% Add +10.8% 132,568 $8.2M
Mutual of America Capital Management LLC 0.09% Add +3.0% 130,504 $8.0M
Quantinno Capital Management LP 0.08% Add +23.5% 130,278 $8.0M
Ensign Peak Advisors, Inc 0.01% Add +63.5% 129,293 $8.0M
Bryn Mawr Trust Advisors, LLC 0.42% Reduce -3.3% 127,697 $7.9M
CHURCHILL MANAGEMENT Corp 0.09% Add +7.0% 127,530 $7.8M
Leeward Investments, LLC - MA 0.39% Reduce -3.3% 125,913 $7.7M
Prudential Financial Inc. 0.01% Reduce -39.2% 122,899 $7.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +230.5% 125,184 $7.7M
Toronto Dominion Bank 0.01% Reduce -7.6% 125,035 $7.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% New 123,050 $7.6M
Amundi 0.00% Reduce -54.9% 122,824 $7.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.1% 120,682 $7.4M
Susquehanna International Group, LLP 0.01% Add +87.8% 117,775 $7.2M
Van Eck Associates Corp. 0.01% Add +8.5% 116,709 $7.2M
Trexquant Investment LP 0.08% Add +241.6% 115,211 $7.1M
Jones Financial Companies LLLP 0.01% Add +58.5% 114,486 $7.0M
Neuberger Berman Group LLC 0.01% Add +2.3% 113,842 $7.0M
NFJ Investment Group, LLC 0.22% Reduce -8.3% 112,864 $6.9M
Robeco Institutional Asset Management B.V. 0.01% Reduce -27.5% 104,944 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Add +10.1% 102,706 $6.3M
Sagefield Capital LP 0.67% Add +27.4% 101,024 $6.2M
HighTower Advisors, LLC 0.01% Add +0.9% 98,029 $6.0M
Wexford Capital LP 1.54% Add +15.1% 97,727 $6.0M
AXA S.A. 0.02% Add +166.6% 96,443 $5.9M
Harvest Portfolios Group Inc. 0.20% Add +1.4% 96,202 $5.9M
First Manhattan Co. Llc. 0.02% Reduce -1.4% 96,138 $5.9M
Asset Management One Co., Ltd. 0.02% Reduce -2.4% 92,208 $5.7M
Oppenheimer & Co. Inc. 0.08% Reduce -0.7% 92,335 $5.7M
Benjamin Edwards Inc. 0.08% Add +12.3% 91,573 $5.6M
BTG Pactual Asset Management US LLC 0.71% Reduce -54.7% 89,699 $5.5M
Nisa Investment Advisors, LLC 0.02% Add +20.3% 88,957 $5.5M
Natixis Advisors, LLC 0.01% Add +3.5% 88,829 $5.5M
State of Tennessee, Department of Treasury 0.02% Reduce -3.6% 86,936 $5.4M
Jain Global LLC 0.16% — 86,598 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -4.9% 86,050 $5.3M
TD Asset Management Inc 0.00% Reduce -0.9% 83,623 $5.1M
Illinois Municipal Retirement Fund 0.07% Reduce -52.6% 82,998 $5.1M
D. E. Shaw & Co. 0.01% Reduce -25.0% 81,755 $5.0M
Edgemoor Investment Advisors, Inc. 0.43% Add +18.0% 78,075 $4.8M
Meritage Portfolio Management 0.29% Reduce -6.0% 75,435 $4.6M
Wealthfront Advisers LLC 0.01% Add +25.8% 75,297 $4.6M
Resona Asset Management Co.,Ltd. 0.03% Reduce -5.2% 74,153 $4.6M
Avantax Advisory Services, Inc. 0.03% Add +0.7% 73,068 $4.5M
Nomura Asset Management Co. Ltd. 0.01% Add +0.1% 71,988 $4.4M
DRW Securities, LLC 0.30% Reduce -48.8% 71,900 $4.4M
HUB Investment Partners, LLC 0.19% Reduce -2.1% 71,694 $4.4M
Financial Counselors Inc. 0.06% Reduce -4.9% 70,309 $4.3M
State of Michigan Retirement System 0.02% Reduce -3.3% 69,781 $4.3M
Public Sector Pension Investment Board 0.02% Add +71.1% 68,680 $4.2M
State of New Jersey Common Pension Fund D 0.02% No change 66,973 $4.1M
Howard Capital Management, LLC 0.06% Add +1.1% 66,858 $4.1M
Pictet Asset Management Holding SA 0.00% Add +0.5% 66,857 $4.1M
Arizona State Retirement System 0.03% Add +1.4% 66,781 $4.1M
Cetera Investment Advisers 0.01% Add +2.7% 66,536 $4.1M
Investment Management Corp of Ontario 0.13% Add +761.8% 65,549 $4.0M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 65,296 $4.0M
PNC Financial Services Group, Inc. 0.00% Add +0.6% 64,743 $4.0M
Keene & Associates, Inc. 3.17% Add +0.5% 64,239 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +23.5% 64,074 $3.9M
Wasatch Advisors LP 0.02% Reduce -2.9% 63,230 $3.9M
Comerica Bank 0.02% Reduce -1.3% 62,715 $3.9M
Ledyard National Bank 0.36% Reduce -6.0% 62,543 $3.8M
QRG Capital Management, Inc. 0.04% Add +6.8% 61,798 $3.8M
New Age Alpha Advisors, LLC 0.15% Add +23160.8% 61,641 $3.8M
MetLife Investment Management, LLC 0.02% Add +1.8% 60,738 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Add +102.1% 60,494 $3.7M
Savant Capital, LLC 0.03% Add +2.3% 60,494 $3.7M
Headlands Technologies LLC 0.37% Reduce -7.0% 60,351 $3.7M
IFM Investors Pty Ltd 0.04% Add +0.6% 60,121 $3.7M
Polymer Capital Management (US) LLC 1.18% — 60,000 $3.7M
Picton Mahoney Asset Management 0.14% Reduce -53.0% 58,455 $3.6M
Soltis Investment Advisors LLC 0.33% Add +5.8% 58,017 $3.6M
Gateway Investment Advisers LLC 0.04% Reduce -0.1% 55,341 $3.4M
Credit Agricole S A 0.01% Add +101.0% 55,309 $3.4M
Cerity Partners LLC 0.01% Add +6.2% 55,127 $3.4M
Pacer Advisors, Inc. 0.01% Reduce -28.2% 55,231 $3.4M
Corebridge Financial, Inc. 0.02% Reduce -4.6% 54,404 $3.3M
Mariner, LLC 0.01% Add +5.7% 54,281 $3.3M
Mercer Global Advisors Inc. 0.01% Reduce -5.1% 53,604 $3.3M
Catherine Avery Investment Management LLC 2.79% — 51,324 $3.2M
STRS Ohio 0.01% Add +65.4% 50,022 $3.1M
Czech National Bank 0.03% Add +6.5% 49,865 $3.1M
Retirement Systems of Alabama 0.01% Reduce -1.1% 49,791 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.4% 49,226 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -28.5% 48,993 $3.0M
Icon Advisers Inc. 0.69% Add +7.7% 48,800 $3.0M
Vanguard Personalized Indexing Management, LLC 0.05% Add +17.0% 48,708 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.1% 47,067 $2.9M
Moneta Group Investment Advisors LLC 0.04% Reduce -0.2% 46,866 $2.9M
Keeley-Teton Advisors, LLC 0.33% Reduce -6.4% 46,624 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +9.2% 46,085 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +9.2% 46,085 $2.8M
Bailard, Inc. 0.07% Add +9.9% 45,842 $2.8M
Jane Street Group, LLC 0.00% Add +377.3% 45,836 $2.8M
Yousif Capital Management, LLC 0.03% Add +2.3% 45,460 $2.8M
Amalgamated Bank 0.02% Add +1.4% 45,435 $2.8M
Corient Private Wealth LP 0.00% Add +2.6% 44,915 $2.8M
Oxbow Advisors, LLC 0.33% Add +0.5% 44,349 $2.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.7% 44,035 $2.7M
Pathway Financial Advisers, LLC 0.89% Reduce -98.3% 42,868 $2.6M
Foresight Capital Management Advisors, Inc. 1.53% Add +5.7% 42,488 $2.6M
Ontario Teachers Pension Plan Board 0.04% Add +106.4% 42,428 $2.6M
Baird Financial Group, Inc. 0.01% Add +19.1% 42,157 $2.6M
DC Investments Management, LLC 1.67% Add +41.1% 41,622 $2.6M
USS Investment Management Ltd 0.02% No change 41,200 $2.5M
Osaic Holdings, Inc. 0.01% Add +51.0% 45,472 $2.5M
IHT Wealth Management, LLC 0.08% Add +307.9% 40,276 $2.5M
Twin Capital Management Inc. 0.26% Add +5.1% 38,300 $2.4M
Intech Investment Management LLC 0.02% Reduce -64.9% 38,107 $2.3M
US Bancorp \de 0.00% Add +1.1% 37,923 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +12.8% 37,152 $2.3M
Schroder Investment Management Group 0.00% Add +5.1% 36,857 $2.3M
Utah Retirement Systems 0.03% No change 36,827 $2.3M
Cibc World Markets Corp. 0.01% Add +16.1% 36,272 $2.2M
First PREMIER Bank 0.56% No change 36,007 $2.2M
Commerce Bank 0.01% Add +0.4% 35,741 $2.2M
ProShare Advisors LLC 0.00% Add +14.1% 34,844 $2.1M
Stolper Co 0.71% Add +1.3% 34,461 $2.1M
Aberdeen Group plc 0.00% Reduce -30.8% 34,490 $2.1M
UniSuper Management Pty Ltd 0.02% Add +17.4% 34,275 $2.1M
Conning Inc. 0.08% Reduce -0.7% 34,049 $2.1M
Daiwa Securities Group Inc. 0.01% Add +6.1% 33,560 $2.1M
Bridgefront Capital, LLC 0.70% New 33,492 $2.1M
Farmers & Merchants Investments Inc. 0.06% Add +134.7% 33,401 $2.1M
Prospera Financial Services Inc 0.05% Add +3.8% 33,372 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.7% 33,249 $2.0M
Trilogy Capital Inc. 0.10% New 32,988 $2.0M
Teacher Retirement System of Texas 0.01% New 32,615 $2.0M
Clearbridge Investments, LLC 0.00% Add +21.3% 32,307 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% — 32,124 $2.0M
Redwood Investment Management, LLC 0.19% Reduce -5.4% 31,463 $1.9M
Inspire Advisors, LLC 0.24% Add +8.6% 31,429 $1.9M
Xponance LLC 0.02% Reduce -0.9% 31,060 $1.9M
Community Bank of Raymore 1.50% Add +3.9% 30,914 $1.9M
Groupama Asset Managment 0.04% Add +15.9% 30,768 $1.9M
New York Life Investment Management LLC 0.02% Add +0.7% 30,648 $1.9M
WealthTrust Axiom LLC 0.56% Add +2.8% 30,539 $1.9M
Prelude Capital Management, LLC 0.15% New 29,588 $1.8M
UMB Bank, n.a. 0.03% Reduce -11.5% 29,350 $1.8M
Steel Grove Capital Advisors, LLC 0.25% Reduce -3.5% 29,203 $1.8M
Brookstone Capital Management 0.03% Add +11.4% 28,795 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +0.3% 28,462 $1.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% — 28,080 $1.7M
Aware Super Pty Ltd as trustee of Aware Super 0.03% — 27,163 $1.7M
Swiss Life Asset Management Ltd 0.01% Reduce -59.2% 27,187 $1.7M
Glenmede Trust Co. NA 0.01% Add +5.6% 27,137 $1.7M
Ieq Capital, LLC 0.02% Add +43.8% 26,783 $1.6M
Sanctuary Advisors, LLC 0.01% Add +5.5% 25,266 $1.6M
Rafferty Asset Management, LLC 0.01% Reduce -2.6% 25,812 $1.6M
Advisors Asset Management, Inc. 0.03% Add +10.7% 25,653 $1.6M
1832 Asset Management L.P. 0.00% No change 25,376 $1.6M
Retirement Planning Group, LLC 0.08% Add +0.9% 24,372 $1.5M
Inspire Investing, LLC 0.17% Reduce -2.2% 24,295 $1.5M
Atom Investors LP 0.18% New 24,169 $1.5M
Capital Fund Management S.A. 0.01% New 24,147 $1.5M
Hartree Partners, LP 0.55% New 24,000 $1.5M
Pensionfund Sabic 0.39% Add +26.3% 24,000 $1.5M
Bokf, NA 0.02% Add +5.4% 24,616 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +37.2% 23,366 $1.4M
Lido Advisors, LLC 0.01% Add +0.4% 23,362 $1.4M
CWA Asset Management Group, LLC 0.07% Reduce -2.3% 23,002 $1.4M
F/m Investments LLC 0.05% New 22,700 $1.4M
Mizuho Securities USA LLC 0.02% Add +46.2% 21,797 $1.3M
Janus Henderson Group PLC 0.00% Add +2.6% 20,958 $1.3M
Schnieders Capital Management LLC 0.25% No change 20,673 $1.3M
Johnson Financial Group, Inc. 0.06% New 19,716 $1.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -8.7% 20,530 $1.3M
Assetmark, Inc. 0.00% Add +3.2% 20,475 $1.3M
Pathstone Holdings, LLC 0.01% Add +2.8% 20,340 $1.3M
Adamsbrown Wealth Consultants LLC 0.42% Add +1.8% 20,065 $1.2M
Truist Financial Corp. 0.00% Add +3.3% 19,740 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.3% 19,725 $1.2M
Nomura Holdings Inc. 0.01% New 19,679 $1.2M
Wealthspire Advisors, LLC 0.01% Add +0.7% 19,603 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -2.0% 19,517 $1.2M
Dynamic Advisor Solutions LLC 0.05% Reduce -17.2% 19,455 $1.2M
Fifth Third Bancorp 0.00% Reduce -1.6% 18,831 $1.2M
Landscape Capital Management, L.L.C. 0.12% New 18,742 $1.2M
Brookmont Capital Management 0.61% Reduce -0.0% 18,395 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 18,563 $1.1M
Gulf International Bank (UK) Ltd 0.03% No change 18,107 $1.1M
Private Advisor Group, LLC 0.01% Add +21.6% 17,026 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -0.9% 17,008 $1.0M
Tower Research Capital LLC (TRC) 0.02% Reduce -22.6% 16,733 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +60.2% 16,620 $1.0M
J.W. Cole Advisors, Inc. 0.04% Add +4.7% 16,541 $1.0M
LaFleur & Godfrey LLC 0.14% Add +11.5% 16,492 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -1.5% 16,349 $1.0M
Financial Partners Group, Inc 0.15% Reduce -8.9% 16,294 $1.0M
Rockland Trust Co. 0.05% Reduce -4.9% 15,985 $984K
Kentucky Retirement Systems 0.03% Reduce -1.4% 15,802 $973K
Tidal Investments LLC 0.01% New 15,764 $970K
Ethic Inc. 0.02% Add +30.7% 15,729 $968K
Scientech Research LLC 0.27% Add +14.1% 15,638 $963K
SteelPeak Wealth, LLC 0.04% New 15,580 $959K
Prudential PLC 0.00% No change 15,310 $942K
Vestcor Inc 0.03% Reduce -29.4% 15,161 $933K
XTX Topco Ltd 0.08% New 15,151 $933K
NewEdge Advisors, LLC 0.01% Add +22.9% 14,569 $897K
Hartford Investment Management Co. 0.03% Reduce -0.5% 14,180 $873K
Exchange Traded Concepts, LLC 0.02% Reduce -52.2% 14,045 $864K
Woodline Partners LP 0.01% New 13,811 $850K
Sterling Capital Management LLC 0.01% Add +53.0% 13,703 $843K
iSAM Funds (UK) Ltd 0.62% New 13,643 $840K
SeaCrest Wealth Management, LLC 0.09% Reduce -7.2% 13,575 $836K
Lion Street Advisors, LLC 0.26% Add +11.6% 13,490 $830K
Albion Financial Group 0.06% No change 13,183 $811K
Coppell Advisory Solutions LLC 0.11% Reduce -0.1% 13,135 $808K
Focus Partners Wealth 0.00% Add +122.1% 13,031 $802K
CreativeOne Wealth, LLC 0.02% Add +7.7% 12,848 $791K
KBC Group NV 0.00% Reduce -40.4% 12,769 $786K
Freestone Grove Partners LP 0.01% — 12,623 $777K
Meeder Advisory Services, Inc. 0.05% Add +13.3% 12,498 $769K
Profund Advisors LLC 0.03% Reduce -10.5% 12,419 $764K
Louisiana State Employees Retirement System 0.01% Reduce -3.9% 12,400 $763K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.2% 12,395 $763K
Securian Asset Management, Inc. 0.02% Reduce -2.9% 12,291 $757K
Sierra Summit Advisors LLC 0.15% Add +33.0% 12,254 $754K
Caprock Group, LLC 0.02% Add +10.3% 12,106 $745K
WCG Wealth Advisors LLC 0.05% Reduce -77.9% 12,071 $743K
Maryland State Retirement & Pension System 0.02% Reduce -6.5% 11,889 $732K
GAMMA Investing LLC 0.06% Add +14.4% 11,794 $726K
Miller Howard Investments Inc. 0.02% Add +1.4% 11,741 $723K
Moody National Bank Trust Division 0.07% Reduce -3.3% 11,466 $706K
Aviso Financial Inc. 0.04% Reduce -0.6% 11,423 $703K
Gibson Wealth Advisors LLC 0.58% No change 11,400 $702K
Intrua Financial, LLC 0.11% Add +0.9% 11,314 $696K
NEOS Investment Management LLC 0.02% Add +28.5% 11,183 $688K
HighPoint Advisor Group LLC 0.04% Add +21.6% 10,381 $687K
Sienna Gestion 0.05% No change 11,104 $683K
Walleye Capital LLC 0.01% Reduce -69.9% 11,088 $682K
Davis Capital Management 0.55% New 11,048 $680K
New Mexico Educational Retirement Board 0.02% Reduce -2.7% 10,950 $674K
Two Sigma Securities, LLC 0.12% New 10,712 $659K
Hennion & Walsh Asset Management, Inc. 0.03% Add +23.1% 10,692 $658K
Iams Wealth Management, LLC 0.30% Reduce -0.5% 10,590 $652K
Integrated Wealth Concepts LLC 0.01% Add +70.9% 10,586 $652K
Sherbrooke Park Advisers LLC 0.21% Reduce -2.1% 10,582 $651K
Independent Advisor Alliance 0.01% Reduce -57.1% 10,509 $647K
Blair William & Co. 0.00% Reduce -1.5% 10,449 $643K
Verity Asset Management, Inc. 0.36% Add +11.9% 10,521 $643K
Amica Mutual Insurance Co. 0.06% No change 10,201 $628K
Shell Asset Management Co. 0.03% Reduce -33.6% 10,208 $628K
Pallas Capital Advisors LLC 0.03% Add +5.1% 10,147 $625K
Janney Montgomery Scott LLC 0.00% Add +5.8% 10,023 $617K
Moors & Cabot, Inc. 0.03% Reduce -3.4% 9,956 $613K
IFP Advisors, Inc 0.02% Add +5.5% 9,911 $610K
AGH Wealth Advisors, LLC 0.56% — 9,900 $609K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 9,757 $601K
Smith, Moore & Co. 0.05% Reduce -1.6% 9,552 $588K
Johnson Investment Counsel Inc. 0.01% Add +9.9% 9,542 $587K
Prime Capital Investment Advisors, LLC 0.01% Reduce -6.2% 9,507 $585K
Virtus Investment Advisers, LLC 0.47% New 9,405 $579K
Advisory Services Network, LLC 0.01% Add +147.4% 9,405 $579K
Altfest L J & Co. Inc. 0.07% Reduce -20.2% 9,394 $578K
Steph & Co. 0.19% Add +7.9% 9,308 $573K
Larson Financial Group LLC 0.03% Add +16.4% 9,271 $571K
Townsquare Capital LLC 0.01% New 9,214 $567K
Huber Capital Management LLC 0.11% Reduce -32.9% 9,167 $564K
Choreo, LLC 0.01% Reduce -0.9% 9,163 $564K
Concurrent Investment Advisors, LLC 0.02% Add +3.6% 9,135 $562K
Parallel Advisors, LLC 0.01% Add +17.9% 9,111 $561K
Midwest Financial Group LLC 0.32% Reduce -2.0% 9,109 $561K
Fairview Capital Investment Management, LLC 0.03% No change 9,000 $554K
Dark Forest Capital Management LP 0.08% Reduce -64.9% 8,893 $547K
FineMark National Bank & Trust 0.02% Reduce -0.3% 8,842 $544K
Synovus Financial Corp. 0.01% Reduce -49.4% 8,812 $542K
Apexium Financial, LP 0.03% New 8,657 $533K
Norinchukin Bank, The 0.01% Reduce -0.6% 8,439 $519K
AlphaStar Capital Management, LLC 0.05% Add +31.4% 8,255 $508K
Allworth Financial LP 0.00% Add +84.6% 7,975 $501K
Spirit of America Management Corp. 0.10% Add +63.6% 8,100 $499K
Trust Co 0.06% Add +33.6% 8,037 $495K
Atria Wealth Solutions, Inc. 0.01% Reduce -3.2% 8,029 $494K
Atria Investments, Inc 0.01% Add +101.1% 8,016 $493K
Transcend Capital Advisors, LLC 0.04% No change 8,015 $493K
Nicolet Bankshares Inc. 0.10% No change 8,000 $492K
Blackhawk Capital Partners, LLC 0.25% Add +38.0% 7,993 $492K
Chicago Partners Investment Group LLC 0.02% Add +4.4% 8,071 $492K
United Capital Financial Advisors, LLC 0.00% Add +3.2% 7,976 $491K
HB Wealth Management, LLC 0.01% Add +6.8% 7,944 $489K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +6.6% 7,926 $488K
Mattern Wealth Management LLC 0.11% Reduce -12.8% 7,910 $487K
Sunbelt Securities, Inc. 0.04% Add +1.7% 7,908 $486K
Allstate Corp. 0.01% New 7,902 $486K
Turning Point Benefit Group, Inc. 0.46% — 7,985 $484K
Cresset Asset Management, LLC 0.00% Reduce -69.8% 7,843 $483K
Park Avenue Securities LLC 0.00% Add +18.3% 7,810 $481K
Empirical Finance, LLC 0.03% Reduce -1.1% 7,665 $472K
Metis Global Partners, LLC 0.01% Add +3.9% 7,646 $471K
Evergreen Capital Management LLC 0.02% Add +1.0% 7,637 $470K
Jeppson Wealth Management, LLC 0.17% Reduce -2.6% 7,574 $466K
Novak & Powell Financial Services, Inc. 0.27% Add +1.1% 7,424 $457K
EntryPoint Capital, LLC 0.19% New 7,419 $457K
Wealthcare Advisory Partners LLC 0.01% Add +2.5% 7,322 $451K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 7,302 $449K
Potomac Fund Management Inc. 0.03% — 7,208 $444K
Compound Planning, Inc. 0.02% Add +13.5% 7,089 $436K
&partners 0.01% Add +78.7% 7,087 $435K
Ti-Trust, Inc. 0.29% No change 7,047 $434K
Vident Advisory, LLC 0.01% Add +60.8% 6,971 $429K
Summit Trail Advisors, LLC 0.02% Add +46.5% 6,915 $426K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +16.5% 6,873 $423K
CoreFirst Bank & Trust 0.25% Reduce -9.8% 6,823 $420K
Evoke Wealth, LLC 0.01% Add +1.2% 6,772 $417K
Modern Wealth Management, LLC 0.02% Add +43.7% 6,714 $413K
Hilltop Holdings Inc. 0.03% Add +14.7% 6,701 $412K
CI Investments Inc. 0.00% Reduce -64.6% 6,640 $409K
Coldstream Capital Management Inc. 0.01% Reduce -11.0% 6,631 $408K
Kornitzer Capital Management Inc. 0.01% No change 6,579 $405K
Mgo One Seven LLC 0.02% Add +1.1% 6,568 $404K
Concourse Financial Group Securities, Inc. 0.02% Reduce -7.0% 6,424 $404K
IFG Advisory, LLC 0.02% New 6,497 $400K
Signaturefd, LLC 0.01% Reduce -1.9% 6,421 $395K
Sound View Wealth Advisors Group, LLC 0.03% No change 6,372 $392K
Groupe la Francaise 0.01% — 6,338 $389K
Sage Mountain Advisors LLC 0.03% New 6,251 $385K
FAS Wealth Partners, Inc. 0.03% Add +0.7% 6,224 $383K
Squarepoint Ops LLC 0.00% Reduce -83.4% 6,178 $380K
OneDigital Investment Advisors LLC 0.00% Reduce -0.3% 6,148 $378K
AE Wealth Management LLC 0.00% Add +12.5% 6,064 $373K
Waterfront Wealth Inc. 0.09% No change 6,041 $372K
NorthCoast Asset Management LLC 0.00% New 5,977 $368K
KCM Investment Advisors LLC 0.01% Add +3.7% 5,946 $366K
Uncommon Cents Investing LLC 0.11% Reduce -0.6% 5,940 $366K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 5,917 $364K
Keybank National Association 0.00% New 5,900 $363K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 5,877 $362K
World Investment Advisors 0.01% Add +2.3% 5,849 $360K
DGS Capital Management, LLC 0.09% Add +29.1% 5,794 $357K
MML Investors Services, LLC 0.00% Add +11.4% 5,755 $354K
T. Rowe Price Investment Management, Inc. 0.00% Add +1.2% 5,609 $346K
Naples Global Advisors, LLC 0.03% Reduce -3.0% 5,613 $345K
111 Capital 0.07% — 5,538 $341K
Vaughan David Investments LLC 0.01% Reduce -4.0% 5,532 $340K
Schulhoff & Co. Inc. 0.12% No change 5,500 $339K
NorthCrest Asset Manangement, LLC 0.01% Add +1.5% 5,498 $338K
Trust Co of Kansas 0.16% Reduce -26.7% 5,486 $338K
Garner Asset Management Corp 0.15% Reduce -5.9% 5,487 $338K
Equitable Holdings, Inc. 0.00% Reduce -12.5% 5,470 $337K
Tocqueville Asset Management L.P. 0.01% No change 5,400 $332K
Impact Partnership Wealth, LLC 0.07% New 5,376 $331K
Intrust Bank NA 0.03% Reduce -0.7% 5,367 $330K
Vista Investment Partners LLC 0.10% No change 5,358 $330K
Panagora Asset Management Inc. 0.00% Reduce -90.5% 5,192 $320K
CGN Advisors LLC 0.03% No change 5,145 $317K
GoalVest Advisory LLC 0.09% No change 5,093 $313K
Polymer Capital Management (HK) LTD 0.05% New 5,064 $312K
D.B. Root & Company, LLC 0.10% Reduce -5.7% 4,950 $305K
CENTRAL TRUST Co 0.01% No change 4,891 $301K
MainStreet Investment Advisors LLC 0.04% Add +4.8% 4,877 $300K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -34.0% 4,734 $291K
Qsemble Capital Management, LP 0.04% Reduce -86.4% 4,706 $290K
Virtu Financial LLC 0.02% Reduce -58.1% 4,680 $288K
Apollon Financial, LLC 0.07% New 4,672 $288K
NorthRock Partners, LLC 0.01% Add +3.2% 4,655 $287K
Capstone Investment Advisors, LLC 0.00% Add +285.3% 4,651 $286K
Kentucky Trust Co 0.17% — 4,609 $284K
Integris Wealth Management, LLC 0.08% No change 4,570 $281K
MIdWestOne Financial Group, Inc. 0.04% Reduce -1.1% 4,560 $281K
Lifeworks Advisors, LLC 0.05% Reduce -1.6% 4,556 $280K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,524 $278K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -39.7% 4,478 $276K
V-Square Quantitative Management LLC 0.04% Reduce -7.0% 4,438 $273K
Martingale Asset Management L P 0.01% No change 4,400 $271K
Walker Asset Management, LLC 0.17% Add +0.8% 4,398 $271K
Merit Financial Group, LLC 0.00% New 4,375 $269K
Probity Advisors, Inc. 0.05% Add +1.6% 4,359 $268K
Jump Financial, LLC 0.01% Reduce -10.0% 4,354 $268K
Triad Wealth Partners, LLC 0.10% New 4,332 $267K
Artisan Partners Limited Partnership 0.00% No change 4,308 $265K
PFG Investments, LLC 0.02% Add +20.1% 4,297 $264K
Valeo Financial Advisors, LLC 0.01% Add +0.1% 4,288 $264K
Horizon Investment Services, LLC 0.11% Reduce -0.1% 4,239 $261K
Sound Stewardship, LLC 0.15% No change 4,232 $260K
Brighton Jones LLC 0.01% New 4,170 $257K
Kestra Private Wealth Services, LLC 0.00% New 4,166 $256K
Black Diamond Financial, LLC 0.04% Reduce -14.0% 4,065 $250K
Kimelman & Baird, LLC 0.02% No change 4,054 $250K
Bank & Trust Co 0.21% Reduce -8.3% 4,040 $249K
Stelac Advisory Services LLC 0.10% No change 4,000 $246K
Alpha Family Trust 0.14% No change 3,970 $244K
Eastern Bank 0.00% No change 3,963 $244K
Ascentis Independent Advisors 0.05% No change 3,950 $243K
Wolverine Trading, LLC 0.01% New 3,923 $241K
Empowered Funds, LLC 0.00% Add +6.5% 3,890 $239K
Steward Partners Investment Advisory, LLC 0.00% Add +5.2% 3,873 $238K
Marcum Wealth, LLC 0.02% Add +0.5% 3,853 $237K
Bleakley Financial Group, LLC 0.01% Add +15.3% 3,842 $236K
Tradewinds, LLC. 0.07% New 3,598 $236K
Legacy Financial Strategies, LLC 0.05% New 3,831 $236K
Blueshift Asset Management, LLC 0.09% Reduce -19.9% 3,822 $235K
Federation des caisses Desjardins du Quebec 0.00% Add +30.4% 3,801 $234K
D.A. Davidson & Co. 0.00% Add +0.1% 3,798 $234K
Vinva Investment Management Ltd 0.01% Reduce -43.0% 3,782 $233K
United Asset Strategies, Inc. 0.02% No change 3,768 $232K
First National Advisers, LLC 0.04% No change 3,761 $231K
Texas Yale Capital Corp. 0.01% No change 3,743 $230K
Callan Capital, LLC 0.02% New 3,733 $230K
Praxis Investment Management Inc. 0.01% New 3,720 $229K
SYM FINANCIAL Corp 0.03% New 3,696 $227K
Quent Capital, LLC 0.02% Add +4.6% 3,692 $227K
Lazard Asset Management LLC 0.00% No change 3,655 $224K
Morningstar Investment Management LLC 0.02% No change 3,612 $222K
Kavar Capital Partners Group, LLC 0.04% No change 3,603 $222K
Schonfeld Strategic Advisors LLC 0.00% Reduce -67.8% 3,601 $222K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -28.4% 3,586 $221K
EP Wealth Advisors, LLC 0.00% Add +9.7% 3,566 $219K
OneAscent Financial Services LLC 0.02% New 3,557 $219K
Diametric Capital, LP 0.15% New 3,543 $218K
Aviva PLC 0.00% No change 3,534 $218K
Greenleaf Trust 0.00% Add +1.5% 3,499 $215K
PAX Financial Group, LLC 0.04% Add +0.6% 3,485 $215K
Kingsview Wealth Management, LLC 0.00% New 3,470 $214K
Ameritas Advisory Services, LLC 0.01% Reduce -2.5% 3,463 $213K
Cornerstone Wealth Management, LLC 0.01% Reduce -21.9% 3,451 $212K
Wedmont Private Capital 0.01% New 3,516 $211K
Gries Financial LLC 0.04% Add +1.3% 3,419 $210K
Mufg Securities Americas Inc. 0.03% — 3,395 $209K
Phoenix Wealth Advisors 0.09% Reduce -4.7% 3,336 $205K
Arax Advisory Partners 0.01% Add +0.7% 3,327 $205K
Hager Investment Management Services, LLC 0.13% — 3,320 $204K
Trust Investment Advisors 0.13% New 3,306 $203K
Country Club Bank 0.01% New 3,297 $203K
Bedel Financial Consulting, Inc. 0.03% New 3,121 $203K
Sequoia Financial Advisors, LLC 0.00% New 3,260 $201K
Mather Group, Llc. 0.00% Add +5.7% 3,231 $199K
Venturi Wealth Management, LLC 0.01% Add +132.9% 3,228 $199K
Horizon Investments, LLC 0.01% Add +1.2% 3,195 $197K
Bayforest Capital Ltd 0.24% — 3,171 $195K
State of Wyoming 0.02% New 3,115 $192K
Canada Post Corp Registered Pension Plan 0.01% — 3,105 $191K
Bessemer Group Inc. 0.00% Reduce -2.9% 2,968 $183K
AlphaQuest LLC 0.02% New 2,805 $173K
GeoWealth Management, LLC 0.01% Reduce -21.1% 2,803 $173K
Riggs Asset Managment Co. Inc. 0.05% No change 2,800 $172K
Farther Finance Advisors, LLC 0.01% Add +20.9% 2,705 $166K
Global Retirement Partners, LLC 0.00% Add +32.2% 2,688 $165K
Geneos Wealth Management Inc. 0.01% Add +71.3% 2,678 $165K
Danske Bank A/S 0.00% No change 2,500 $154K
Ameritas Investment Partners, Inc. 0.00% No change 2,329 $143K
Smartleaf Asset Management LLC 0.01% Add +78.9% 2,313 $142K
Tucker Asset Management LLC 0.03% Reduce -18.4% 2,294 $141K
Y.D. More Investments Ltd 0.01% Add +0.8% 2,274 $140K
Northwest & Ethical Investments L.P. 0.00% Reduce -33.3% 2,200 $135K
HHM Wealth Advisors, LLC 0.02% No change 2,074 $128K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 1,994 $123K
Quadrant Capital Group LLC 0.01% Add +4.9% 1,965 $121K
Huntington National Bank 0.00% Reduce -3.6% 1,891 $116K
Trust Co. of Vermont 0.01% Add +18.0% 1,870 $115K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $111K
GPS Wealth Strategies Group, LLC 0.01% Reduce -0.3% 1,716 $106K
Ostrum Asset Management 0.01% Reduce -4.0% 1,609 $99K
Blue Trust, Inc. 0.00% Reduce -25.3% 1,604 $99K
Advantage Trust Co 0.06% No change 1,597 $98K
Creative Capital Management Investments LLC 0.04% No change 1,501 $92K
Kestra Investment Management, LLC 0.00% New 1,495 $92K
Harbour Investments, Inc. 0.00% Reduce -5.6% 1,469 $90K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +33.6% 1,427 $88K
Atwood & Palmer Inc. 0.01% No change 1,269 $78K
Hilltop National Bank 0.02% No change 1,267 $78K
Peoples Bank 0.05% Reduce -13.8% 1,255 $77K
First Horizon Advisors, Inc. 0.00% Reduce -0.7% 1,212 $75K
Amica Retiree Medical Trust 0.07% No change 1,208 $74K
USA Financial Formulas 0.01% New 1,190 $73K
Westside Investment Management, Inc. 0.02% No change 1,174 $72K
MAI Capital Management 0.00% New 1,158 $71K
Simplex Trading, LLC 0.00% Reduce -72.4% 1,123 $69K
Spire Wealth Management 0.00% Add +10.4% 1,073 $66K
Continuum Advisory, LLC 0.01% No change 1,069 $66K
Mowery & Schoenfeld Wealth Management, LLC 0.12% Add +3.9% 1,014 $62K
Glass Jacobson Investment Advisors llc 0.02% No change 1,010 $62K
Richards, Merrill & Peterson, Inc. 0.03% — 1,000 $62K
First Financial Corp. 0.03% No change 1,000 $62K
Ruedi Wealth Management, Inc. 0.02% No change 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
HM Payson & Co. 0.00% Reduce -0.5% 1,000 $62K
PSI Advisors, LLC 0.02% No change 999 $61K
Rogco, LP 0.02% No change 962 $59K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $59K
CVA Family Office, LLC 0.01% Add +32.5% 950 $58K
Crewe Advisors LLC 0.01% No change 900 $55K
Principal Securities, Inc. 0.00% Add +15.8% 899 $55K
Asset Dedication, LLC 0.00% Reduce -1.5% 872 $54K
Whittier Trust Co. of Nevada Inc. 0.00% No change 860 $53K
SRH Advisors, LLC 0.02% No change 842 $52K
Hexagon Capital Partners LLC 0.01% Add +52.7% 811 $50K
City State Bank 0.02% No change 808 $50K
City Holding Co. 0.01% No change 808 $50K
Riverview Trust Co 0.05% No change 804 $49K
Parkside Financial Bank & Trust 0.01% Add +7.4% 798 $49K
SBI Securities Co., Ltd. 0.00% — 797 $49K
Beaird Harris Wealth Management, LLC 0.00% New 793 $49K
Lindbrook Capital, LLC 0.00% Add +1.6% 786 $48K
Whittier Trust Co. 0.00% No change 781 $48K
Centennial Bank 0.02% No change 777 $48K
Versant Capital Management, Inc 0.01% Add +16.1% 750 $46K
TD Private Client Wealth LLC 0.00% Add +0.7% 746 $46K
Rothschild Investment LLC 0.00% Add +1.5% 741 $46K
Pinnacle Bancorp, Inc. 0.01% No change 740 $46K
Cromwell Holdings LLC 0.03% No change 732 $45K
Sandy Spring Bank 0.00% Add +5983.3% 730 $45K
MV Capital Management, Inc. 0.00% Reduce -1.5% 725 $45K
Sentry Investment Management LLC 0.02% Reduce -14.0% 713 $44K
Hantz Financial Services, Inc. 0.00% No change 691 $43K
Tortoise Investment Management, LLC 0.00% Reduce -0.4% 676 $42K
Pin Oak Investment Advisors Inc. 0.04% No change 660 $41K
Heritage Wealth Advisors 0.00% No change 658 $41K
Deseret Mutual Benefit Administrators 0.02% No change 650 $40K
Mechanics Financial Corp 0.02% No change 605 $37K
Delta Asset Management LLC 0.00% No change 605 $37K
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
Penserra Capital Management LLC 0.00% New 582 $35K
Independence Bank of Kentucky 0.01% No change 556 $34K
CNB Bank 0.02% No change 553 $34K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $33K
LMR Partners LLP 0.00% New 532 $33K
Truvestments Capital LLC 0.01% Add +1.0% 523 $32K
Colonial Trust Co / SC 0.00% New 521 $32K
Physician Wealth Advisors, Inc. 0.01% New 512 $32K
Motco 0.00% Reduce -54.5% 499 $31K
2UniFi Bank 0.02% — 498 $31K
Fairscale Capital, LLC 0.03% No change 492 $30K
National Pension Service 0.00% New 481 $30K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.6% 479 $29K
Carolina Wealth Advisors, LLC 0.02% No change 478 $29K
Private Trust Co. NA 0.00% No change 468 $29K
Elequin Capital, LP 0.00% Reduce -28.3% 466 $29K
Avion Wealth 0.01% Add +1.7% 470 $28K
Hemington Wealth Management 0.01% Add +6.1% 468 $28K
Painted Porch Advisors LLC 0.01% New 425 $26K
Lee Danner & Bass Inc. 0.00% New 425 $26K
Financial Avengers, Inc. 0.01% Add +1.0% 420 $26K
AdvisorNet Financial, Inc 0.00% Reduce -7.5% 407 $25K
Roxbury Financial LLC 0.02% — 373 $24K
CoreCap Advisors, LLC 0.00% Reduce -11.4% 388 $24K
Bruce G. Allen Investments, LLC 0.02% No change 358 $22K
True Wealth Design, LLC 0.01% Add +1.7% 357 $22K
Raleigh Capital Management Inc. 0.01% Add +104.1% 349 $21K
Altshuler Shaham Ltd 0.00% New 341 $21K
Ameriflex Group, Inc. 0.01% — 320 $21K
First Command Advisory Services, Inc. 0.00% New 332 $20K
FSA Wealth Management LLC 0.01% No change 330 $20K
Smithfield Trust Co 0.00% No change 330 $20K
Fortitude Family Office, LLC 0.01% No change 320 $20K
Red Tortoise LLC 0.01% No change 312 $19K
Zions Bancorporation, N.A. 0.00% No change 311 $19K
Hopwood Financial Services, Inc. 0.01% — 299 $18K
Foster Dykema Cabot & Partners, LLC 0.00% No change 299 $18K
Valley National Advisers Inc. 0.00% No change 299 $18K
Addison Advisors LLC 0.00% Reduce -7.8% 273 $17K
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
Private Wealth Management Group, LLC 0.01% No change 260 $16K
Acadian Asset Management LLC 0.00% No change 260 $16K
Brown Brothers Harriman & Co. 0.00% Add +6125.0% 249 $15K
Optiver Holding B.V. 0.00% Add +100.0% 244 $15K
Missouri Trust & Investment Co 0.00% No change 226 $14K
Global X Japan Co., Ltd. 0.00% Add +25.6% 221 $14K
Brooklyn Investment Group 0.00% Add +44.4% 221 $14K
Evermay Wealth Management LLC 0.00% No change 220 $14K
WealthCollab, LLC 0.01% Add +7.9% 219 $13K
Investment Management Corp. /Va/ 0.01% — 212 $13K
Covestor Ltd 0.01% Add +4.1% 205 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 209 $13K
Flagship Wealth Advisors, LLC 0.01% — 200 $12K
NCP Inc. 0.01% No change 200 $12K
Country Trust Bank 0.00% No change 200 $12K
Clearstead Advisors, LLC 0.00% Add +6.0% 194 $12K
GHP Investment Advisors, Inc. 0.00% No change 190 $12K
Transce3nd, LLC 0.00% — 185 $11K
GW&K Investment Management, LLC 0.00% No change 182 $11K
West Financial Advisors, LLC 0.00% New 177 $11K
Avior Wealth Management, LLC 0.00% Reduce -10.2% 176 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 176 $11K
GF Fund Management Co. LTD. 0.00% — 174 $11K
CGC Financial Services, LLC 0.00% No change 164 $10K
Gen-Wealth Partners Inc 0.00% Reduce -49.7% 163 $10K
Meeder Asset Management Inc. 0.00% New 162 $10K
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
High Note Wealth, LLC 0.00% New 142 $9K
Synergy Asset Management, LLC 0.00% New 124 $8K
Aspect Partners, LLC 0.00% No change 119 $7K
North Star Investment Management Corp. 0.00% No change 119 $7K
Tsfg, LLC 0.00% No change 113 $7K
JFS Wealth Advisors, LLC 0.00% Add +8.9% 110 $7K
Salem Investment Counselors Inc. 0.00% No change 110 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -8.4% 109 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +88.9% 102 $6K
New England Capital Financial Advisors LLC 0.00% No change 100 $6K
Bell Investment Advisors, Inc 0.00% Add +13.8% 99 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -1.1% 92 $6K
TCTC Holdings, LLC 0.00% New 92 $6K
Prestige Wealth Management Group LLC 0.00% No change 85 $5K
Bellevue Asset Management, LLC 0.00% New 82 $5K
Armstrong Advisory Group, Inc. 0.00% No change 67 $4K
Hollencrest Capital Management 0.00% No change 65 $4K
Financial Management Professionals, Inc. 0.00% Reduce -21.8% 61 $4K
Dunhill Financial, LLC 0.00% Add +25.5% 59 $4K
Sierra Ocean, LLC 0.00% — 58 $4K
Lowe Wealth Advisors, LLC 0.00% New 55 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 52 $3K
Ridgewood Investments LLC 0.00% No change 49 $3K
POM Investment Strategies, LLC 0.00% No change 47 $3K
Eagle Bay Advisors LLC 0.00% Reduce -46.0% 40 $2K
Synergy Investment Management, LLC 0.00% — 36 $2K
10Elms LLP 0.00% — 36 $2K
TFC Financial Management, Inc. 0.00% No change 32 $2K
NewSquare Capital LLC 0.00% New 32 $2K
Nemes Rush Group LLC 0.00% New 30 $2K
Accredited Wealth Management, LLC 0.00% — 29 $2K
Cape Investment Advisory, Inc. 0.00% New 22 $1K
SJS Investment Consulting Inc. 0.00% Add +10.5% 21 $1K
Whipplewood Advisors, LLC 0.00% — 18 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.9% 18 $1K
Capital Analysts, LLC 0.00% Reduce -79.3% 18 $1K
MCF Advisors LLC 0.00% Reduce -34.8% 15 $924
Nova Wealth Management, Inc. 0.00% — 14 $862
New Millennium Group LLC 0.00% New 14 $862
Caitlin John, LLC 0.00% Add +7.7% 14 $839
Clark Wealth Partners 0.00% — 13 $800
Manchester Capital Management LLC 0.00% No change 12 $739
WealthTrak Capital Management LLC 0.00% — 10 $616
Orion Capital Management LLC 0.00% New 10 $616
WPG Advisers, LLC 0.00% — 8 $492
Cornerstone Planning Group LLC 0.00% New 7 $450
Global Financial Private Client, LLC 0.00% New 7 $431
Lanark Financial, Inc. 0.04% — 6 $409
Old Second National Bank of Aurora 0.00% New 5 $308
Cassady Schiller Wealth Management, LLC 0.00% New 5 $308
Chesapeake Asset Management LLC 0.00% New 5 $307
West Branch Capital LLC 0.00% No change 4 $247
Winnacle Wealth LLC 0.00% — 4 $243
Leonteq Securities AG 0.00% Reduce -99.8% 1 $62
Rakuten Securities, Inc. 0.00% Reduce -96.7% 1 $62
Sachetta, LLC 0.00% New 1 $62
Retirement Wealth Solutions LLC 0.00% — 1 $60
RE Dickinson Investment Advisors, LLC 0.00% No change 1 $1
Winthrop Capital Management, LLC 0.00% New 5 $0

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