EvergyEVRG

13F holders, Q2 2025 (June 30)
819holders
78new positions
77sold out
8famous investors
$68.92avg. 13F price*

At the end of Q2 2025, 819 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, unchanged from Q1 2025. 78 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and State Street Corp. ($1.1B). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.2% of Point72 Asset 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions78$179.2M
Exits77$189.3M

All 13F filers, Q1 2025 → Q2 2025: 22,180,489 shares bought and 16,236,956 shares sold, net +5,943,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 819 holders

Vanguard Group Inc. 0.03% Add +1.7% 30,966,777 $2.1B
BlackRock, Inc. 0.03% Add +16.4% 20,363,364 $1.4B
State Street Corp. 0.04% Add +1.4% 16,502,966 $1.1B
FMR LLC 0.03% Add +28.8% 8,280,724 $570.8M
Invesco Ltd. 0.08% Add +1.3% 7,218,362 $497.6M
Geode Capital Management, LLC 0.03% Add +2.8% 6,257,857 $429.7M
Franklin Resources Inc. 0.11% Add +2.1% 5,807,034 $400.3M
Morgan Stanley 0.02% Add +5.4% 4,075,221 $280.9M
Federated Hermes, Inc. 0.48% Add +8.7% 3,685,142 $254.0M
Nuveen, LLC 0.06% Add +5.1% 3,234,766 $223.0M
American Century Companies Inc. 0.12% Reduce -3.8% 3,168,614 $218.4M
Bank of New York Mellon Corp 0.04% Reduce -0.5% 3,132,204 $215.9M
Cohen & Steers, Inc. 0.36% Add +74.2% 2,867,090 $197.6M
Bluescape Energy Partners LLC 44.56% No change 2,657,473 $183.2M
Northern Trust Corp. 0.02% Reduce -8.8% 2,496,875 $172.1M
Mitsubishi UFJ Trust & Banking Corp 0.39% Add +44.5% 2,470,917 $170.3M
Magellan Asset Management Ltd 1.86% Add +1418.7% 2,364,493 $163.0M
Charles Schwab Investment Management Inc. 0.03% Add +0.6% 2,186,998 $150.7M
JPMorgan Chase & Co. 0.01% Add +63.8% 2,064,959 $142.3M
First Trust Advisors LP 0.11% Reduce -2.3% 2,029,432 $139.9M
Duff & Phelps Investment Management Co. 1.58% Reduce -0.1% 1,945,073 $134.1M
Legal & General Group Plc 0.03% Add +3.9% 1,834,286 $126.4M
Victory Capital Management Inc. 0.08% Add +4.1% 1,748,730 $120.5M
Jennison Associates LLC 0.07% Reduce -1.2% 1,709,576 $117.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +58.1% 1,684,722 $116.1M
Bank of America Corp. 0.01% Add +29.9% 1,355,307 $93.4M
AQR Capital Management 0.08% Reduce -7.7% 1,367,690 $93.3M
Dimensional Fund Advisors LP 0.02% Add +1.2% 1,324,224 $91.3M
Goldman Sachs Group Inc. 0.01% Reduce -7.7% 1,317,256 $90.8M
Thompson Siegel & Walmsley LLC 1.53% Reduce -1.0% 1,315,337 $90.7M
Tortoise Capital Advisors, L.L.C. 1.14% New 1,269,067 $87.5M
Empower Advisory Group, LLC 0.26% Add +2.8% 1,260,977 $86.9M
Gabelli Funds LLC 0.54% Add +0.6% 1,085,506 $74.8M
Energy Income Partners, LLC 1.47% Add +35.0% 1,085,254 $74.8M
Brandes Investment Partners, LP 0.67% Add +1.0% 1,076,140 $74.2M
UBS Group AG 0.01% Reduce -38.5% 1,042,865 $71.9M
Wells Fargo & Company 0.02% Add +34.2% 1,035,219 $71.4M
HITE Hedge Asset Management LLC 3.98% Add +206.9% 1,003,207 $69.2M
Point72 Asset Management 0.17% Reduce -69.3% 966,257 $66.6M
Zimmer Partners, LP 1.48% Reduce -39.9% 936,418 $64.5M
CBRE Investment Management Listed Real Assets LLC 0.98% Add +10.2% 931,841 $64.2M
ExodusPoint Capital Management, LP 0.78% Add +38.5% 930,730 $64.2M
Raymond James Financial Inc. 0.02% Add +34.6% 924,729 $63.7M
Barclays PLC 0.03% Add +15.6% 908,945 $62.7M
California Public Employees Retirement System 0.04% Reduce -15.4% 842,921 $58.1M
HSBC Holdings PLC 0.04% Add +39.2% 842,297 $58.0M
Old Republic International Corp. 2.26% No change 836,046 $57.6M
Yaupon Capital Management LP 3.73% Add +104.5% 810,504 $55.9M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.5% 722,434 $49.8M
Allianz Asset Management GmbH 0.07% Add +4.2% 710,266 $49.0M
Swiss National Bank 0.03% Add +7.3% 696,226 $48.0M
RNC Capital Management LLC 2.31% Reduce -0.2% 692,093 $47.7M
Teilinger Capital Ltd. 47.88% Reduce -9.3% 680,000 $46.9M
Treasurer of the State of North Carolina 0.14% Add +122.2% 651,157 $44.9M
Deutsche Bank AG 0.02% Reduce -18.6% 640,144 $44.1M
Russell Investments Group, Ltd. 0.06% Add +19.2% 635,982 $43.8M
Freestone Grove Partners LP 0.31% Add +153.1% 590,179 $40.7M
Captrust Financial Advisors 0.09% Reduce -49.5% 575,954 $39.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +5.3% 567,432 $39.1M
Vaughan Nelson Investment Management, L.P. 0.37% Reduce -3.0% 567,034 $39.1M
Voloridge Investment Management, LLC 0.14% Reduce -39.0% 561,661 $38.7M
CIBC Private Wealth Group LLC 0.07% Add +15.3% 550,620 $38.0M
Two Sigma Advisers, LP 0.08% Reduce -49.6% 536,200 $37.0M
Truist Financial Corp. 0.05% Add +2959.7% 534,558 $36.8M
Balyasny Asset Management L.P. 0.08% Reduce -55.1% 533,031 $36.7M
T. Rowe Price Associates Inc. 0.00% Reduce -58.9% 503,942 $34.7M
Citadel Advisors 0.03% Reduce -77.5% 487,960 $33.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +11.6% 476,197 $32.8M
BNP Paribas Financial Markets 0.03% Reduce -18.7% 461,183 $31.8M
Massachusetts Financial Services Co. 0.01% Add +12.5% 458,687 $31.6M
Gotham Asset Management 0.18% Add +6.4% 433,658 $29.9M
Brookfield Corp 0.04% New 430,057 $29.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +6.6% 427,447 $29.5M
Envestnet Asset Management Inc. 0.01% Add +39.4% 424,085 $29.2M
Rhumbline Advisers 0.02% Add +3.4% 411,651 $28.4M
New York State Common Retirement Fund 0.04% Add +1.3% 400,450 $27.6M
Alliancebernstein L.P. 0.01% Reduce -3.7% 400,335 $27.6M
Crawford Investment Counsel Inc. 0.47% Add +36.3% 390,016 $26.9M
Aventail Capital Group, LP 1.19% Reduce -1.6% 389,285 $26.8M
GW Henssler & Associates Ltd. 1.42% Add +1.5% 385,120 $26.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +39.3% 378,421 $26.1M
Alps Advisors Inc. 0.14% Reduce -1.7% 358,963 $24.7M
Verition Fund Management LLC 0.14% Reduce -56.8% 348,810 $24.0M
Korea Investment CORP 0.05% Add +23.1% 344,349 $23.7M
Hudson Bay Capital Management LP 0.17% Reduce -9.9% 334,248 $23.0M
Sei Investments Co. 0.03% Reduce -30.2% 333,511 $23.0M
Royal Bank of Canada 0.00% Add +24.3% 332,380 $22.9M
Stifel Financial Corp. 0.02% Add +3.0% 324,596 $22.4M
QRG Capital Management, Inc. 0.19% Add +159.2% 321,320 $22.1M
Two Sigma Investments, LP 0.04% Reduce -69.3% 317,408 $21.9M
GAMCO Investors 0.20% Add +3.5% 297,947 $20.5M
Cullen/Frost Bankers, Inc. 0.26% Add +6.6% 297,079 $20.5M
Cwm, LLC 0.07% Reduce -1.6% 293,341 $20.2M
Citigroup Inc. 0.01% Reduce -49.1% 279,367 $19.3M
California State Teachers Retirement System 0.02% Reduce -0.3% 274,528 $18.9M
Quantinno Capital Management LP 0.08% Add +39.9% 269,377 $18.6M
Principal Financial Group Inc. 0.01% Reduce -2.8% 266,350 $18.4M
Illinois Municipal Retirement Fund 0.25% Add +91.1% 264,419 $18.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.8% 259,392 $17.9M
LSV Asset Management 0.04% Reduce -11.8% 257,266 $17.7M
Renaissance Technologies 0.02% Add +3.4% 248,802 $17.1M
Jain Global LLC 0.27% Add +163.1% 241,019 $16.6M
Wedge Capital Management L L P 0.29% Add +21.3% 232,130 $16.0M
Mercer Global Advisors Inc. 0.04% Add +91.4% 231,504 $16.0M
Guggenheim Capital LLC 0.13% Reduce -1.0% 228,420 $15.7M
Sound Income Strategies, LLC 0.90% Add +6.0% 228,001 $15.7M
Bank of Montreal 0.01% Reduce -61.7% 227,578 $15.7M
Sonora Investment Management Group, LLC 1.16% Add +1.5% 225,915 $15.6M
Adage Capital Partners Gp, L.L.C. 0.02% Add +0.4% 210,782 $14.5M
Ameriprise Financial Inc. 0.00% Reduce -2.0% 202,350 $13.9M
New York State Teachers Retirement System 0.03% Add +0.1% 194,345 $13.4M
Oppenheimer Asset Management Inc. 0.15% Reduce -4.9% 190,524 $13.1M
ArrowMark Colorado Holdings LLC 0.23% Reduce -7.1% 184,000 $12.7M
LPL Financial LLC 0.00% Add +7.3% 183,386 $12.6M
Exencial Wealth Advisors, LLC 0.42% Reduce -4.5% 173,255 $11.9M
Amundi 0.00% Add +23.3% 172,934 $11.9M
Macquarie Group Ltd. 0.01% Add +2.5% 173,050 $11.9M
Natixis Advisors, LLC 0.02% Add +15.9% 171,646 $11.8M
M&T Bank Corp 0.04% Add +0.8% 171,546 $11.8M
SummitTX Capital, L.P. 0.52% Reduce -50.8% 171,338 $11.8M
National Bank of Canada 0.01% Reduce -37.2% 160,869 $11.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +61.7% 152,920 $10.5M
Brandywine Global Investment Management, LLC 0.07% Add +8.2% 151,739 $10.5M
CHURCHILL MANAGEMENT Corp 0.11% Add +5.0% 147,233 $10.1M
Voya Investment Management LLC 0.01% Reduce -34.7% 146,855 $10.1M
Advocate Group LLC 1.80% Add +4.6% 145,938 $10.1M
Creative Planning 0.01% Reduce -1.6% 144,206 $9.9M
Leeward Investments, LLC - MA 0.53% Reduce -2.3% 143,966 $9.9M
Jones Financial Companies LLLP 0.01% Add +8.8% 144,984 $9.9M
Wealthfront Advisers LLC 0.03% Reduce -3.7% 142,118 $9.8M
Picton Mahoney Asset Management 0.14% Reduce -1.9% 141,683 $9.8M
Mackenzie Financial Corp. 0.01% Reduce -66.4% 138,888 $9.6M
Prudential Financial Inc. 0.01% Reduce -2.9% 138,660 $9.6M
State of Wisconsin Investment Board 0.02% Reduce -21.1% 138,391 $9.5M
Schaper Benz & Wise Investment Counsel Inc. 0.73% Add +0.8% 138,238 $9.5M
Ensign Peak Advisors, Inc 0.02% Reduce -0.1% 135,650 $9.4M
Asset Management One Co., Ltd. 0.03% Add +39.2% 132,499 $9.1M
Bryn Mawr Trust Advisors, LLC 0.49% Add +3.5% 130,784 $9.0M
CIBC Asset Management Inc 0.03% Reduce -2.1% 129,278 $8.9M
Envestnet Portfolio Solutions, Inc. 0.03% Add +3162.9% 127,222 $8.8M
First Citizens Bank & Trust Co. 0.16% New 124,754 $8.6M
Cerity Partners LLC 0.02% Reduce -48.4% 124,624 $8.6M
Assenagon Asset Management S.A. 0.01% Reduce -81.8% 124,323 $8.6M
Van Eck Associates Corp. 0.01% Reduce -2.3% 123,926 $8.5M
Neuberger Berman Group LLC 0.01% Add +9.5% 123,335 $8.5M
Squarepoint Ops LLC 0.02% Reduce -19.2% 123,139 $8.5M
Investment Management Corp of Ontario 0.12% Add +4.9% 121,751 $8.4M
Chevy Chase Trust Holdings, LLC 0.02% Add +0.9% 121,690 $8.4M
HighTower Advisors, LLC 0.01% Reduce -3.3% 120,037 $8.3M
Vestcor Inc 0.25% Add +104.1% 118,417 $8.2M
Sagefield Capital LP 1.13% Reduce -14.5% 117,050 $8.1M
Harvest Portfolios Group Inc. 0.18% Add +22.5% 114,791 $7.9M
Greenland Capital Management LP 1.06% Add +176.1% 114,536 $7.9M
CANADA LIFE ASSURANCE Co 0.01% Add +1.2% 112,579 $7.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% No change 112,600 $7.8M
Thrivent Financial for Lutherans 0.02% Reduce -35.3% 110,441 $7.6M
Susquehanna Portfolio Strategies, LLC 0.16% New 108,745 $7.5M
Mutual of America Capital Management LLC 0.08% Reduce -4.2% 107,649 $7.4M
Cobler Capital Management, LLC 7.02% — 96,258 $7.1M
Los Angeles Capital Management LLC 0.03% Reduce -42.7% 100,776 $6.9M
Viking Fund Management LLC 0.95% Add +25.0% 100,000 $6.9M
Toronto Dominion Bank 0.01% Reduce -13.6% 96,745 $6.7M
New Age Alpha Advisors, LLC 0.28% Reduce -13.5% 93,491 $6.4M
Summit Global Investments 0.38% Reduce -53.9% 92,676 $6.4M
Ossiam 0.07% New 92,418 $6.4M
Franklin Street Advisors Inc. 0.37% New 87,617 $6.0M
Susquehanna International Group, LLP 0.01% Add +96.4% 86,914 $6.0M
Nisa Investment Advisors, LLC 0.03% Add +0.7% 86,749 $6.0M
State of Tennessee, Department of Treasury 0.02% Reduce -0.0% 86,484 $6.0M
Oppenheimer & Co. Inc. 0.08% Reduce -18.5% 86,461 $6.0M
Resona Asset Management Co.,Ltd. 0.03% Add +7.1% 85,974 $5.9M
TD Asset Management Inc 0.01% Add +1.8% 85,791 $5.9M
Edgemoor Investment Advisors, Inc. 0.51% Add +5.3% 85,358 $5.9M
First Manhattan Co. Llc. 0.02% Reduce -6.1% 85,012 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.4% 82,791 $5.7M
Polymer Capital Management (US) LLC 0.90% Add +58.3% 80,000 $5.5M
Nomura Asset Management Co. Ltd. 0.01% Add +7.9% 78,271 $5.4M
Public Employees Retirement System of Ohio 0.02% Reduce -1.0% 76,787 $5.3M
Synergy Asset Management, LLC 0.59% New 74,470 $5.1M
Aberdeen Group plc 0.01% Add +58.4% 74,012 $5.1M
HUB Investment Partners, LLC 0.17% Reduce -1.7% 70,955 $4.9M
Meritage Portfolio Management 0.31% Reduce -2.6% 70,532 $4.9M
State of Michigan Retirement System 0.03% Add +1.0% 70,381 $4.9M
State of New Jersey Common Pension Fund D 0.02% Add +15.9% 69,386 $4.8M
Comerica Bank 0.02% Add +9.1% 69,015 $4.8M
Midwest Trust Co 0.06% — 67,992 $4.7M
Wasatch Advisors LP 0.02% Add +6.4% 67,280 $4.6M
Arizona State Retirement System 0.03% Add +1.1% 67,218 $4.6M
Howard Capital Management, LLC 0.07% Add +1.2% 66,998 $4.6M
Avantax Advisory Services, Inc. 0.03% Reduce -0.5% 66,612 $4.6M
Pinnbrook Capital Management LP 1.20% Add +127.0% 66,297 $4.6M
Cetera Investment Advisers 0.01% Reduce -3.9% 63,677 $4.4M
Orion Porfolio Solutions, LLC 0.04% Add +24.6% 62,838 $4.3M
Ontario Teachers Pension Plan Board 0.09% Add +76.0% 62,154 $4.3M
Andra AP-fonden 0.06% Add +89.4% 61,855 $4.3M
Soltis Investment Advisors LLC 0.33% Add +7.4% 61,732 $4.3M
Ledyard National Bank 0.40% Reduce -1.5% 61,510 $4.2M
Brevan Howard Capital Management LP 0.05% Add +6.3% 61,486 $4.2M
Cary Street Partners Financial LLC 0.12% Add +8.5% 61,414 $4.2M
Mariner, LLC 0.01% Reduce -6.5% 58,864 $4.1M
MetLife Investment Management, LLC 0.02% Reduce -1.6% 58,626 $4.0M
Clearbridge Investments, LLC 0.00% Add +46.7% 58,169 $4.0M
Decade Renewable Partners LP 3.24% Reduce -26.6% 57,835 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -13.2% 57,628 $4.0M
Czech National Bank 0.03% Add +6.5% 56,255 $3.9M
Gateway Investment Advisers LLC 0.04% Reduce -17.8% 55,249 $3.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.7% 53,063 $3.7M
D. E. Shaw & Co. 0.00% Reduce -50.1% 52,406 $3.6M
Catherine Avery Investment Management LLC 2.64% Reduce -8.4% 50,476 $3.5M
Prudential PLC 0.02% Add +227.4% 50,133 $3.5M
Alpine Woods Capital Investors, LLC 0.82% Add +228.6% 49,913 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Add +101.3% 49,477 $3.4M
Retirement Systems of Alabama 0.01% Reduce -0.1% 49,375 $3.4M
Corient Private Wealth LP 0.00% Add +0.2% 49,103 $3.4M
IFM Investors Pty Ltd 0.03% Add +5.3% 48,834 $3.4M
Icon Advisers Inc. 0.77% No change 48,800 $3.4M
State of Alaska, Department of Revenue 0.04% Reduce -2.3% 48,583 $3.3M
Patton Fund Management, Inc. 0.73% New 48,565 $3.3M
Trilogy Capital Inc. 0.16% Add +1.5% 47,920 $3.3M
Xponance LLC 0.03% Add +52.0% 47,871 $3.3M
Pictet Asset Management Holding SA 0.00% Reduce -21.2% 47,626 $3.3M
Public Sector Pension Investment Board 0.01% Reduce -23.1% 47,314 $3.3M
Oxbow Advisors, LLC 0.36% Add +3.8% 47,066 $3.2M
Yousif Capital Management, LLC 0.03% Add +2.7% 47,026 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.4% 46,894 $3.2M
Moneta Group Investment Advisors LLC 0.04% Add +0.4% 46,827 $3.2M
Pacer Advisors, Inc. 0.01% Add +26.3% 46,204 $3.2M
Amalgamated Bank 0.02% Reduce -0.3% 45,555 $3.1M
Bailard, Inc. 0.07% Add +1.2% 45,349 $3.1M
Foresight Capital Management Advisors, Inc. 1.81% Add +3.6% 45,133 $3.1M
STRS Ohio 0.01% Add +14.9% 44,886 $3.1M
Fifth Third Bancorp 0.01% Add +136.5% 44,381 $3.1M
Inspire Advisors, LLC 0.31% Add +3.8% 43,582 $3.0M
Pathway Financial Advisers, LLC 0.97% Reduce -0.3% 43,454 $3.0M
Osaic Holdings, Inc. 0.01% Add +17.6% 43,143 $3.0M
Intech Investment Management LLC 0.03% Add +5.9% 43,127 $3.0M
DRW Securities, LLC 0.20% Add +29.1% 41,640 $2.9M
Mathes Company, Inc. 1.06% New 41,200 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.1% 40,274 $2.8M
ProShare Advisors LLC 0.01% Add +12.9% 40,881 $2.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 40,499 $2.8M
Farmers & Merchants Investments Inc. 0.08% Add +6.6% 40,071 $2.8M
US Bancorp \de 0.00% Add +4.9% 39,920 $2.8M
Baird Financial Group, Inc. 0.00% Add +3.8% 39,741 $2.7M
Schroder Investment Management Group 0.00% Reduce -1.7% 39,636 $2.7M
BTG Pactual Asset Management US LLC 0.36% New 39,144 $2.7M
Twin Capital Management Inc. 0.28% Add +2.8% 37,821 $2.6M
Assetmark, Inc. 0.01% Add +70.3% 37,048 $2.6M
Utah Retirement Systems 0.03% Add +0.5% 37,012 $2.6M
Dakota Wealth Management 0.05% New 36,749 $2.5M
Daiwa Securities Group Inc. 0.01% Reduce -2.0% 36,726 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -17.7% 36,185 $2.5M
First PREMIER Bank 0.60% Reduce -0.9% 35,770 $2.5M
Prospera Financial Services Inc 0.05% Add +2.3% 35,483 $2.4M
Teacher Retirement System of Texas 0.01% Reduce -69.8% 34,931 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +5.9% 34,722 $2.4M
Stolper Co 0.78% Reduce -0.2% 34,571 $2.4M
Conning Inc. 0.08% Reduce -0.2% 33,994 $2.3M
Advisors Asset Management, Inc. 0.04% Add +3.8% 33,832 $2.3M
Wellington Management Group LLP 0.00% Add +92.8% 33,648 $2.3M
Commerce Bank 0.01% Reduce -8.5% 33,022 $2.3M
UniSuper Management Pty Ltd 0.01% Reduce -1.5% 32,518 $2.2M
CWA Asset Management Group, LLC 0.09% Add +14.1% 32,347 $2.2M
Panagora Asset Management Inc. 0.01% Add +486.8% 32,145 $2.2M
New York Life Investment Management LLC 0.02% Add +3.7% 31,756 $2.2M
Bank of Nova Scotia 0.00% Add +23.1% 31,146 $2.1M
MML Investors Services, LLC 0.01% Add +349.9% 30,767 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.6% 29,757 $2.1M
Nissay Asset Management Corp. /Japan 0.01% Add +3.2% 29,690 $2.0M
Cibc World Markets Corp. 0.01% Add +4.4% 28,948 $2.0M
Community Bank of Raymore 1.47% No change 28,844 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.5% 28,818 $2.0M
WealthTrust Axiom LLC 0.58% Reduce -4.6% 28,479 $2.0M
Johnson Financial Group, Inc. 0.09% Add +24.4% 27,880 $1.9M
DC Investments Management, LLC 0.80% No change 27,863 $1.9M
Ranch Capital Advisors Inc. 0.83% Add +5.2% 27,658 $1.9M
Steel Grove Capital Advisors, LLC 0.23% Reduce -6.7% 27,593 $1.9M
Wexford Capital LP 0.53% New 27,508 $1.9M
T. Rowe Price Investment Management, Inc. 0.00% Add +87.1% 27,330 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +21.3% 27,331 $1.9M
Aware Super Pty Ltd as trustee of Aware Super 0.03% No change 27,163 $1.9M
Brookstone Capital Management 0.02% Reduce -7.6% 26,866 $1.9M
1832 Asset Management L.P. 0.00% Add +9.1% 26,407 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -50.2% 25,589 $1.8M
Horizon Investments, LLC 0.03% Add +668.0% 25,752 $1.8M
Inspire Investing, LLC 0.19% Add +1.6% 25,502 $1.8M
CreativeOne Wealth, LLC 0.05% Add +100.5% 25,484 $1.8M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -67.6% 25,460 $1.8M
Woodline Partners LP 0.01% Add +28.1% 24,889 $1.7M
Rafferty Asset Management, LLC 0.01% Add +19.5% 24,728 $1.7M
F/m Investments LLC 0.06% Add +6.3% 24,710 $1.7M
ING Groep NV 0.01% Reduce -17.0% 24,376 $1.7M
LaFleur & Godfrey LLC 0.21% Add +2.3% 23,902 $1.6M
Prelude Capital Management, LLC 0.16% Add +59.6% 23,488 $1.6M
Glenmede Investment Management, LP 0.01% — 23,228 $1.6M
Dark Forest Capital Management LP 0.06% Add +366.7% 23,125 $1.6M
LMR Partners LLP 0.04% Add +3.4% 22,916 $1.6M
Westpac Banking Corp. 0.10% New 22,789 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -2.3% 22,753 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +9.5% 22,752 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +16.2% 22,689 $1.6M
UMB Bank, n.a. 0.02% Reduce -6.4% 22,615 $1.6M
Retirement Planning Group, LLC 0.07% Add +6.1% 22,329 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.8% 22,267 $1.5M
Bokf, NA 0.02% Reduce -2.1% 22,074 $1.5M
Schnieders Capital Management LLC 0.26% Add +4.2% 21,545 $1.5M
Pathstone Holdings, LLC 0.01% Add +3.4% 21,213 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 20,530 $1.4M
IHT Wealth Management, LLC 0.04% Add +1.0% 20,528 $1.4M
Leo Wealth, LLC 0.11% New 20,303 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +20.5% 20,147 $1.4M
Lido Advisors, LLC 0.01% Reduce -10.1% 20,045 $1.4M
Adamsbrown Wealth Consultants LLC 0.40% Reduce -1.2% 19,910 $1.4M
Wilmington Savings Fund Society, FSB 0.02% Add +11.3% 19,849 $1.4M
Oregon Public Employees Retirement Fund 0.02% Add +0.5% 19,835 $1.4M
Wealthspire Advisors, LLC 0.01% Add +2.6% 19,669 $1.4M
Advisory Services Network, LLC 0.02% Add +85.6% 18,821 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +539.4% 19,304 $1.3M
Private Advisor Group, LLC 0.01% Add +6.9% 19,289 $1.3M
Park Avenue Securities LLC 0.01% Add +112.3% 19,034 $1.3M
Miller Howard Investments Inc. 0.04% Add +6.0% 18,638 $1.3M
DekaBank Deutsche Girozentrale 0.00% Add +0.7% 18,563 $1.3M
Trust Co 0.14% Add +164.8% 18,101 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.5% 18,043 $1.2M
Financial Partners Group, Inc 0.17% Reduce -0.1% 17,614 $1.2M
Sanctuary Advisors, LLC 0.01% Add +6.6% 17,422 $1.2M
Ethic Inc. 0.02% Add +1.9% 17,425 $1.2M
NEOS Investment Management LLC 0.01% Add +26.1% 17,254 $1.2M
Brookmont Capital Management 0.68% Reduce -2.6% 17,155 $1.2M
GMO 0.00% Add +57.8% 16,973 $1.2M
Pensionfund Sabic 0.33% Reduce -9.1% 16,900 $1.2M
Huber Capital Management LLC 0.19% Add +19.6% 16,467 $1.1M
&partners 0.01% Add +74.0% 16,368 $1.1M
KBC Group NV 0.00% No change 16,391 $1.1M
Sterling Capital Management LLC 0.02% Add +26.0% 16,382 $1.1M
Keybank National Association 0.00% Add +26.6% 16,131 $1.1M
Mizuho Securities USA LLC 0.02% — 15,909 $1.1M
Tidal Investments LLC 0.01% Add +4.8% 15,792 $1.1M
Focus Partners Wealth 0.00% Add +13.9% 15,706 $1.1M
Jane Street Group, LLC 0.00% New 15,620 $1.1M
Rockland Trust Co. 0.05% Reduce -0.1% 15,124 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -47.0% 14,835 $1.0M
GAMMA Investing LLC 0.06% Add +5.0% 14,819 $1.0M
Man Group plc 0.00% Add +163.0% 14,548 $1.0M
NewEdge Advisors, LLC 0.01% Add +3.2% 14,515 $1.0M
SeaCrest Wealth Management, LLC 0.11% Add +2.3% 14,438 $995K
Shell Asset Management Co. 0.03% Add +61.6% 14,309 $986K
Kentucky Retirement Systems 0.03% Reduce -6.1% 14,267 $983K
SVB Wealth LLC 0.05% Add +895.5% 13,987 $964K
Hartford Investment Management Co. 0.03% Reduce -0.8% 13,916 $959K
WESPAC Advisors, LLC 0.67% Reduce -2.6% 13,855 $955K
Exchange Traded Concepts, LLC 0.01% Reduce -0.3% 13,617 $939K
Albion Financial Group 0.06% No change 13,183 $909K
Gulf International Bank (UK) Ltd 0.03% No change 13,107 $903K
Kestra Advisory Services, LLC 0.00% Add +7.4% 12,977 $895K
Chicago Partners Investment Group LLC 0.03% Add +26.7% 12,719 $885K
Gibson Wealth Advisors LLC 0.65% Add +10.5% 12,596 $868K
Contravisory Investment Management, Inc. 0.17% Reduce -0.1% 12,550 $865K
Royal London Asset Management Ltd. 0.00% No change 12,447 $858K
Sierra Summit Advisors LLC 0.15% Reduce -2.6% 12,317 $849K
OneDigital Investment Advisors LLC 0.01% Add +243.1% 12,229 $843K
Meeder Advisory Services, Inc. 0.04% Reduce -5.3% 12,120 $835K
Louisiana State Employees Retirement System 0.02% Reduce -2.4% 12,100 $834K
Lifeworks Advisors, LLC 0.12% Add +122.7% 12,023 $829K
AGH Wealth Advisors, LLC 0.68% Add +21.4% 12,022 $829K
Securian Asset Management, Inc. 0.02% Reduce -0.8% 11,991 $827K
Janus Henderson Group PLC 0.00% Reduce -3.6% 11,898 $820K
Concurrent Investment Advisors, LLC 0.02% Reduce -5.1% 11,705 $807K
Prudent Man Advisors, LLC 0.26% Add +28.6% 11,646 $803K
Altfest L J & Co. Inc. 0.09% Add +2.0% 11,577 $798K
Profund Advisors LLC 0.03% Add +27.7% 11,566 $797K
Lazard Asset Management LLC 0.00% Reduce -23.6% 11,500 $792K
Moody National Bank Trust Division 0.07% Reduce -1.4% 11,314 $780K
WCG Wealth Advisors LLC 0.05% New 11,300 $779K
Simplicity Wealth,LLC 0.03% New 11,290 $778K
Maryland State Retirement & Pension System 0.02% Add +7.5% 11,187 $771K
AlphaQuest LLC 0.08% Add +236.4% 11,091 $765K
Cornercap Investment Counsel Inc. 0.40% Reduce -2.2% 11,067 $763K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -5.7% 10,957 $755K
Verity Asset Management, Inc. 0.36% Add +0.9% 10,924 $753K
Pallas Capital Advisors LLC 0.03% Reduce -0.4% 10,812 $745K
Wealthcare Advisory Partners LLC 0.02% Add +10.9% 10,794 $744K
Moors & Cabot, Inc. 0.03% Add +9.2% 10,785 $743K
New Mexico Educational Retirement Board 0.02% No change 10,750 $741K
Prevail Innovative Wealth Advisors, LLC 0.17% New 10,746 $741K
Spirit of America Management Corp. 0.15% Add +23.1% 10,650 $734K
DGS Capital Management, LLC 0.15% Add +16.1% 10,588 $730K
Lion Street Advisors, LLC 0.22% No change 10,508 $724K
USA Financial Formulas 0.12% Add +98.7% 10,499 $724K
Choreo, LLC 0.01% Add +2.4% 10,480 $722K
Smith, Moore & Co. 0.06% Add +3.0% 10,443 $720K
Two Sigma Securities, LLC 0.09% Add +186.2% 10,333 $712K
SG Americas Securities, LLC 0.00% Reduce -13.2% 10,328 $712K
CoreFirst Bank & Trust 0.40% Add +56.1% 10,327 $712K
Amica Mutual Insurance Co. 0.07% No change 10,201 $703K
Prime Capital Investment Advisors, LLC 0.01% Reduce -17.9% 10,182 $702K
Janney Montgomery Scott LLC 0.00% Reduce -1.0% 9,943 $685K
Norinchukin Bank, The 0.01% Add +4.9% 9,828 $677K
Fulcrum Asset Management LLP 0.19% — 9,807 $676K
HighPoint Advisor Group LLC 0.04% Add +5.4% 9,794 $675K
Turning Point Benefit Group, Inc. 0.50% Add +5.4% 9,613 $663K
Synovus Financial Corp. 0.01% Add +2.9% 9,507 $655K
EP Wealth Advisors, LLC 0.00% Add +22.7% 9,444 $651K
Allworth Financial LP 0.00% Add +18.3% 9,427 $650K
Agf Management Ltd. 0.00% Reduce -1.5% 9,406 $648K
Caliber Wealth Management, LLC / KS 0.07% Add +45.5% 9,377 $646K
United Capital Financial Advisors, LLC 0.01% Add +13.8% 9,259 $638K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.7% 9,258 $638K
Johnson Investment Counsel Inc. 0.01% No change 9,173 $632K
Evergreen Capital Management LLC 0.02% Add +5.3% 9,070 $625K
Fairview Capital Investment Management, LLC 0.03% No change 9,000 $620K
Iams Wealth Management, LLC 0.28% Reduce -10.5% 8,980 $619K
Parallel Advisors, LLC 0.01% Reduce -4.0% 8,961 $618K
Independent Advisor Alliance 0.02% Reduce -12.4% 8,958 $617K
HB Wealth Management, LLC 0.00% Add +1.6% 8,914 $614K
FineMark National Bank & Trust 0.02% Reduce -0.1% 8,835 $609K
Blair William & Co. 0.00% Reduce -1.3% 8,826 $608K
Apexium Financial, LP 0.03% No change 8,728 $602K
Steph & Co. 0.19% Reduce -1.1% 8,628 $595K
Heartland Bank & Trust Co 0.28% Reduce -2.9% 8,562 $590K
Northwest & Ethical Investments L.P. 0.01% No change 8,609 $588K
Virtus Advisers, LLC 0.37% No change 8,525 $588K
Aptus Capital Advisors, LLC 0.01% New 8,521 $587K
B. Riley Wealth Advisors, Inc. 0.03% New 8,478 $584K
Atria Investments, Inc 0.01% Reduce -0.3% 8,474 $584K
Hilltop Holdings Inc. 0.04% Add +3.5% 8,430 $581K
Systematic Financial Management LP 0.02% New 8,235 $568K
Metis Global Partners, LLC 0.01% Reduce -10.0% 8,228 $567K
Intrua Financial, LLC 0.08% Reduce -38.8% 8,171 $563K
Vident Advisory, LLC 0.01% Reduce -50.5% 8,107 $559K
Empirical Finance, LLC 0.03% Add +0.7% 8,082 $557K
Nicolet Bankshares Inc. 0.10% No change 8,000 $551K
Great Lakes Advisors, LLC 0.00% Add +62.0% 7,977 $550K
Potomac Fund Management Inc. 0.03% Add +2.1% 8,019 $546K
Mattern Wealth Management LLC 0.11% Add +0.0% 7,911 $545K
Modern Wealth Management, LLC 0.01% Add +27.5% 7,778 $536K
MainStreet Investment Advisors LLC 0.07% Add +44.1% 7,706 $531K
Novak & Powell Financial Services, Inc. 0.36% Add +1.0% 7,568 $522K
Principal Securities, Inc. 0.01% Add +739.5% 7,547 $520K
Jeppson Wealth Management, LLC 0.18% No change 7,424 $512K
iA Global Asset Management Inc. 0.01% Add +57.3% 7,370 $508K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 7,340 $506K
Coppell Advisory Solutions LLC 0.06% Reduce -11.6% 7,399 $505K
Mgo One Seven LLC 0.02% Add +1.4% 7,172 $494K
Sunbelt Securities, Inc. 0.04% Add +0.7% 7,908 $487K
Ti-Trust, Inc. 0.33% No change 7,047 $486K
Lanark Financial, Inc. 0.04% Add +0.0% 7,025 $484K
Evoke Wealth, LLC 0.01% Reduce -1.1% 7,017 $484K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +3.5% 6,946 $479K
Benjamin Edwards Inc. 0.01% Reduce -9.8% 6,821 $470K
Vise Technologies, Inc. 0.02% — 6,727 $464K
AE Wealth Management LLC 0.00% Add +8.4% 6,715 $463K
Compound Planning, Inc. 0.02% Add +2.2% 6,700 $462K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.2% 6,678 $460K
Coldstream Capital Management Inc. 0.01% Reduce -1.2% 6,654 $459K
Kornitzer Capital Management Inc. 0.01% No change 6,579 $453K
IFG Advisory, LLC 0.02% Add +1.3% 6,543 $451K
Signaturefd, LLC 0.01% Add +0.8% 6,507 $449K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -22.3% 6,486 $447K
Martingale Asset Management L P 0.01% New 6,420 $443K
FAS Wealth Partners, Inc. 0.03% Add +2.4% 6,413 $442K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +28.7% 6,361 $437K
Farther Finance Advisors, LLC 0.01% Add +4.2% 6,325 $436K
CSS LLC 0.08% New 6,260 $432K
Occudo Quantitative Strategies LP 0.05% New 6,227 $429K
World Investment Advisors 0.01% Add +6.2% 6,170 $425K
Summit Trail Advisors, LLC 0.01% Add +47.3% 6,096 $420K
NorthCoast Asset Management LLC 0.00% Add +0.4% 6,089 $420K
Waterfront Wealth Inc. 0.09% Add +0.4% 6,067 $418K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -6.5% 6,055 $417K
NorthCrest Asset Manangement, LLC 0.01% Reduce -4.7% 5,906 $414K
Apollon Wealth Management, LLC 0.01% Add +29.4% 6,010 $414K
Callan Family Office, LLC 0.01% New 5,992 $413K
Uncommon Cents Investing LLC 0.11% No change 5,840 $403K
Naples Global Advisors, LLC 0.03% No change 5,514 $380K
Schulhoff & Co. Inc. 0.17% No change 5,500 $379K
Savant Capital, LLC 0.00% Reduce -1.6% 5,445 $375K
CI Investments Inc. 0.00% Reduce -23.8% 5,425 $374K
Tocqueville Asset Management L.P. 0.01% No change 5,400 $372K
Empowered Funds, LLC 0.00% Add +16.0% 5,390 $372K
Vista Investment Partners LLC 0.11% No change 5,358 $369K
Balboa Wealth Partners 0.07% New 5,357 $369K
Advantage Trust Co 0.18% Add +5250.0% 5,350 $369K
GoalVest Advisory LLC 0.09% Add +3.2% 5,259 $363K
CGN Advisors LLC 0.03% Add +0.3% 5,130 $354K
Merit Financial Group, LLC 0.00% Add +9.6% 5,112 $352K
Mufg Securities Americas Inc. 0.03% Add +25.3% 5,099 $351K
Gentry Private Wealth, LLC 0.27% No change 5,093 $351K
CENTRAL TRUST Co 0.01% Add +3.7% 5,074 $350K
Syon Capital LLC 0.02% New 5,046 $348K
NorthRock Partners, LLC 0.01% Add +7.5% 5,035 $347K
Valeo Financial Advisors, LLC 0.01% Add +13.4% 5,007 $345K
Garner Asset Management Corp 0.16% Reduce -6.4% 4,956 $342K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -35.6% 4,946 $341K
Federation des caisses Desjardins du Quebec 0.00% Add +3.9% 4,909 $338K
Gradient Investments LLC 0.01% Add +33.7% 4,896 $337K
Bridgefront Capital, LLC 0.09% Reduce -83.9% 4,855 $335K
Kestra Private Wealth Services, LLC 0.00% Add +5.3% 4,805 $331K
Intrust Bank NA 0.03% Reduce -11.2% 4,768 $329K
Huntington National Bank 0.00% Add +4.3% 4,767 $329K
Apollon Financial, LLC 0.07% Add +1.0% 4,764 $328K
Equitable Holdings, Inc. 0.00% Reduce -4.4% 4,729 $326K
MIdWestOne Financial Group, Inc. 0.04% Reduce -0.8% 4,711 $325K
Advyzon Investment Management, LLC 0.07% New 4,705 $324K
Vaughan David Investments LLC 0.01% Reduce -5.5% 4,664 $321K
IFP Advisors, Inc 0.01% Add +5.9% 4,037 $320K
denkapparat Operations GmbH 0.25% Reduce -31.5% 4,618 $318K
Sage Mountain Advisors LLC 0.02% Reduce -16.7% 4,591 $316K
Kentucky Trust Co 0.18% Reduce -1.3% 4,586 $316K
Sound View Wealth Advisors Group, LLC 0.02% No change 4,572 $315K
Integris Wealth Management, LLC 0.08% No change 4,570 $315K
Brighton Jones LLC 0.01% Add +7.3% 4,562 $314K
Mather Group, Llc. 0.00% Add +9.7% 4,548 $313K
Ameritas Advisory Services, LLC 0.02% Add +16.8% 4,534 $313K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,524 $312K
Ascentis Independent Advisors 0.06% Reduce -2.4% 4,484 $309K
Farringdon Capital, Ltd. 0.10% New 4,470 $308K
Walker Asset Management, LLC 0.18% Add +0.8% 4,468 $308K
Union Bancaire Privee, UBP SA 0.00% New 5,138 $308K
PFG Investments, LLC 0.02% Add +2.8% 4,433 $306K
Triad Wealth Partners, LLC 0.06% Add +3.8% 4,389 $303K
Quantum Portfolio Management LLC 0.14% New 4,328 $298K
Probity Advisors, Inc. 0.05% Reduce -0.5% 4,312 $297K
Artisan Partners Limited Partnership 0.00% No change 4,308 $297K
Ritholtz Wealth Management 0.01% New 4,250 $293K
Geneos Wealth Management Inc. 0.01% Add +8.3% 4,250 $293K
Sound Stewardship, LLC 0.15% No change 4,232 $292K
Eastern Bank 0.01% No change 4,232 $292K
V-Square Quantitative Management LLC 0.04% Add +7.3% 4,100 $283K
Black Diamond Financial, LLC 0.04% No change 4,075 $281K
Cresset Asset Management, LLC 0.00% Reduce -43.3% 4,073 $281K
Aviva PLC 0.00% Add +14.3% 4,041 $279K
Kimelman & Baird, LLC 0.02% Reduce -0.6% 4,031 $278K
Bank & Trust Co 0.22% No change 3,978 $274K
Alpha Family Trust 0.14% No change 3,970 $274K
Summit Financial, LLC 0.01% New 3,950 $272K
SYM FINANCIAL Corp 0.03% Add +2.9% 3,944 $272K
Sowell Financial Services LLC 0.01% Add +1.1% 3,916 $270K
MassMutual Private Wealth & Trust, FSB 0.01% Add +6.0% 3,905 $269K
Kavar Capital Partners Group, LLC 0.04% Add +8.3% 3,903 $269K
Legacy Financial Strategies, LLC 0.05% Add +1.6% 3,893 $268K
Institute for Wealth Management, LLC. 0.03% Add +31.2% 3,881 $268K
LexAurum Advisors, LLC 0.04% Add +10.7% 3,880 $267K
Wedmont Private Capital 0.01% Add +11.8% 3,845 $265K
MBB Public Markets I LLC 0.03% Reduce -18.3% 3,826 $264K
First National Advisers, LLC 0.04% No change 3,761 $259K
Glenview Trust Co 0.00% Reduce -1.2% 3,758 $259K
Texas Yale Capital Corp. 0.01% No change 3,743 $258K
D.A. Davidson & Co. 0.00% Reduce -1.8% 3,735 $258K
Smith Chas P & Associates Pa Cpas 0.01% No change 3,735 $257K
Trust Co of Kansas 0.12% Reduce -5.1% 3,726 $257K
Praxis Investment Management Inc. 0.02% No change 3,720 $256K
National Pension Service 0.00% Add +340.4% 3,699 $255K
Cornerstone Wealth Management, LLC 0.02% Add +3.1% 3,651 $252K
OneAscent Financial Services LLC 0.02% Add +0.2% 3,610 $251K
Blackhawk Capital Partners, LLC 0.12% Reduce -40.7% 3,620 $250K
Baker Avenue Asset Management, LP 0.01% Add +7.0% 3,601 $248K
Ballentine Partners, LLC 0.00% Reduce -2.5% 3,592 $248K
Kingsview Wealth Management, LLC 0.00% New 3,569 $246K
Danske Bank A/S 0.00% Reduce -4.1% 3,500 $241K
Greenleaf Trust 0.00% Add +0.4% 3,495 $241K
Gries Financial LLC 0.04% No change 3,484 $240K
Marshall Wace, LLP 0.00% New 3,439 $237K
Longboard Asset Management, LP 0.58% No change 3,396 $234K
Advisory Alpha, LLC 0.01% Add +3.1% 3,381 $233K
Morningstar Investment Management LLC 0.02% New 3,377 $233K
Phoenix Wealth Advisors 0.10% Add +0.8% 3,329 $229K
AlphaStar Capital Management, LLC 0.02% Reduce -59.7% 3,327 $229K
Hager Investment Management Services, LLC 0.14% No change 3,320 $229K
Ieq Capital, LLC 0.00% Reduce -90.8% 3,303 $228K
Beacon Pointe Advisors, LLC 0.00% Add +7.4% 3,301 $228K
KCM Investment Advisors LLC 0.01% Reduce -19.3% 3,270 $225K
Commerzbank Aktiengesellschaft 0.01% No change 3,239 $224K
Optas, LLC 0.04% New 3,246 $224K
Venturi Wealth Management, LLC 0.01% Reduce -13.0% 3,245 $224K
Quent Capital, LLC 0.02% Add +0.4% 3,233 $223K
Leavell Investment Management, Inc. 0.01% No change 3,228 $223K
Keystone Financial Group 0.02% New 3,212 $221K
Ifrah Financial Services, Inc. 0.06% Reduce -1.4% 3,144 $217K
SteelPeak Wealth, LLC 0.01% Reduce -80.4% 3,128 $216K
Guyasuta Investment Advisors Inc. 0.01% No change 3,115 $215K
Canada Post Corp Registered Pension Plan 0.01% New 3,105 $214K
Nova R Wealth, Inc. 0.10% No change 3,103 $214K
Wealth Alliance Advisory Group, LLC 0.04% New 3,085 $213K
Clearwater Capital Advisors, LLC 0.02% No change 3,074 $212K
Inscription Capital, LLC 0.03% New 3,060 $211K
King Luther Capital Management Corp. 0.00% Add +2.6% 3,060 $211K
Bedel Financial Consulting, Inc. 0.03% No change 3,046 $210K
Steward Partners Investment Advisory, LLC 0.00% Reduce -25.6% 3,032 $209K
Barnes Wealth Management Group, Inc 0.12% Add +3.3% 3,005 $207K
Brown Advisory Inc. 0.00% New 2,999 $207K
Burton Enright Welch 0.03% Add +0.3% 2,912 $201K
State of Wyoming 0.02% Reduce -49.3% 2,832 $195K
Riggs Asset Managment Co. Inc. 0.05% No change 2,800 $193K
Global Retirement Partners, LLC 0.00% — 2,620 $181K
Larson Financial Group LLC 0.01% Reduce -21.2% 2,614 $180K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.5% 2,558 $176K
Bessemer Group Inc. 0.00% Reduce -14.8% 2,565 $176K
Virtus Investment Advisers, LLC 0.06% Add +4.6% 2,553 $176K
Brown Brothers Harriman & Co. 0.00% Add +11.0% 2,492 $172K
CX Institutional 0.01% Reduce -10.1% 2,336 $161K
Versant Capital Management, Inc 0.02% Add +3.1% 2,200 $152K
Y.D. More Investments Ltd 0.01% Add +25.2% 2,217 $151K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.7% 2,172 $150K
Bayforest Capital Ltd 0.06% Reduce -64.3% 2,150 $148K
Simplex Trading, LLC 0.00% New 2,140 $147K
HHM Wealth Advisors, LLC 0.02% No change 2,074 $143K
Arax Advisory Partners 0.01% Add +1.3% 1,966 $136K
Walleye Trading LLC 0.00% New 1,873 $129K
Trust Co. of Vermont 0.01% No change 1,870 $129K
EverSource Wealth Advisors, LLC 0.01% Add +7.4% 1,865 $129K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $124K
GPS Wealth Strategies Group, LLC 0.01% Reduce -5.9% 1,677 $116K
Addison Advisors LLC 0.03% Add +1.1% 1,531 $106K
Ostrum Asset Management 0.00% Reduce -2.8% 1,525 $105K
Smartleaf Asset Management LLC 0.01% Reduce -39.8% 1,532 $105K
Atwood & Palmer Inc. 0.01% Add +18.9% 1,507 $104K
Creative Capital Management Investments LLC 0.04% No change 1,501 $103K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.1% 1,438 $99K
Siemens Fonds Invest GmbH 0.01% No change 1,438 $99K
Harbour Investments, Inc. 0.00% Add +2.2% 1,393 $96K
Blue Trust, Inc. 0.00% Reduce -6.5% 1,345 $93K
Westside Investment Management, Inc. 0.02% Add +8.9% 1,279 $88K
Hilltop National Bank 0.02% — 1,267 $87K
Atlas Capital Advisors Inc. 0.01% Add +341.2% 1,253 $86K
Rogco, LP 0.03% Add +16.4% 1,120 $77K
Crewe Advisors LLC 0.01% Add +21.0% 1,089 $75K
First Command Advisory Services, Inc. 0.00% No change 1,052 $73K
Amica Retiree Medical Trust 0.10% No change 1,025 $71K
Beaird Harris Wealth Management, LLC 0.01% Add +28.4% 1,018 $70K
Glass Jacobson Investment Advisors llc 0.03% No change 1,010 $70K
First Financial Corp. 0.03% No change 1,000 $69K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% New 1,000 $69K
Toth Financial Advisory Corp. 0.01% No change 1,000 $69K
IMA Advisory Services, Inc. 0.01% No change 1,000 $69K
Montag A & Associates Inc. 0.00% No change 1,000 $69K
HM Payson & Co. 0.00% No change 1,000 $69K
Mowery & Schoenfeld Wealth Management, LLC 0.11% No change 976 $67K
GeoWealth Management, LLC 0.00% Add +1.4% 969 $67K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $66K
Parkside Financial Bank & Trust 0.01% Add +2.6% 948 $65K
First Horizon Advisors, Inc. 0.00% Reduce -28.9% 925 $64K
MorganRosel Wealth Management, LLC 0.02% New 911 $63K
Spire Wealth Management 0.00% Reduce -10.0% 909 $63K
Hughes Financial Services, LLC 0.01% No change 842 $62K
Truvestments Capital LLC 0.01% Add +0.6% 892 $61K
Asset Dedication, LLC 0.00% No change 886 $61K
Brooklyn Investment Group 0.01% Add +23.1% 874 $60K
Whittier Trust Co. of Nevada Inc. 0.00% No change 860 $59K
Hantz Financial Services, Inc. 0.00% Add +24.5% 849 $59K
Cary Street Partners Investment Advisory LLC 0.03% Add +70.5% 832 $57K
CVA Family Office, LLC 0.01% Reduce -10.5% 813 $56K
City State Bank 0.02% No change 808 $56K
MAI Capital Management 0.00% Add +40.6% 800 $55K
SRH Advisors, LLC 0.02% No change 797 $55K
Whittier Trust Co. 0.00% No change 781 $54K
Centennial Bank 0.02% No change 777 $54K
Cromwell Holdings LLC 0.03% Add +5.5% 772 $53K
Rothschild Investment LLC 0.00% Add +2.0% 747 $51K
Pinnacle Bancorp, Inc. 0.02% No change 740 $51K
MV Capital Management, Inc. 0.01% Reduce -1.7% 713 $49K
TD Private Client Wealth LLC 0.00% Add +17.3% 711 $49K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 690 $48K
Zions Bancorporation, National Association 0.00% Reduce -0.4% 688 $47K
MUFG Securities EMEA plc 0.00% New 678 $47K
Tortoise Investment Management, LLC 0.00% No change 676 $47K
Investment Management Corp. /Va/ 0.04% Add +17.2% 667 $46K
Bfsg, LLC 0.01% Add +82.2% 665 $46K
Heritage Wealth Advisors 0.00% No change 658 $45K
Deseret Mutual Benefit Administrators 0.02% No change 650 $45K
CYBER HORNET ETFs LLC 0.03% New 607 $42K
Mechanics Financial Corp 0.02% No change 605 $42K
Delta Asset Management LLC 0.00% No change 605 $42K
DT Investment Partners, LLC 0.00% No change 600 $41K
Pacific Center for Financial Services 0.01% No change 598 $41K
Key Financial Inc 0.01% No change 598 $41K
Independence Bank of Kentucky 0.01% No change 556 $38K
CNB Bank 0.02% Reduce -2.7% 538 $37K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $37K
Hemington Wealth Management 0.01% Add +8.1% 536 $36K
Fairscale Capital, LLC 0.03% No change 492 $35K
2UniFi Bank 0.02% No change 498 $34K
Clearstead Advisors, LLC 0.00% Add +150.5% 496 $34K
True Wealth Design, LLC 0.01% Add +4.8% 480 $33K
Avion Wealth 0.01% Add +3.4% 486 $33K
Carolina Wealth Advisors, LLC 0.02% No change 478 $33K
AlphaCore Capital LLC 0.00% New 476 $33K
Alpine Bank Wealth Management 0.00% No change 467 $32K
LRI Investments, LLC 0.00% No change 467 $32K
SBI Securities Co., Ltd. 0.00% Reduce -44.7% 466 $32K
Private Trust Co. NA 0.00% No change 446 $31K
Financial Avengers, Inc. 0.01% Add +0.9% 429 $30K
Painted Porch Advisors LLC 0.01% No change 425 $29K
WPG Advisers, LLC 0.02% Add +4825.0% 394 $27K
Covestor Ltd 0.02% Add +2.0% 399 $27K
CoreCap Advisors, LLC 0.00% Reduce -22.1% 387 $27K
Roxbury Financial LLC 0.03% Add +1.9% 385 $27K
Clearstead Trust, LLC 0.01% Reduce -19.1% 381 $26K
City Holding Co. 0.00% Reduce -55.7% 358 $25K
Bruce G. Allen Investments, LLC 0.02% Reduce -1.7% 352 $24K
Compass Financial Services Inc 0.01% No change 346 $24K
Smithfield Trust Co 0.00% No change 330 $23K
FSA Wealth Management LLC 0.01% No change 330 $23K
Bogart Wealth, LLC 0.00% New 328 $23K
Pin Oak Investment Advisors Inc. 0.02% Reduce -50.0% 330 $22K
Ameriflex Group, Inc. 0.01% No change 320 $22K
Red Tortoise LLC 0.01% No change 312 $22K
WealthCollab, LLC 0.01% No change 304 $21K
Lavaca Capital LLC 0.01% New 300 $21K
Foster Dykema Cabot & Partners, LLC 0.00% No change 299 $21K
Raffa Wealth Management, LLC 0.00% New 293 $20K
Valley National Advisers Inc. 0.00% Reduce -0.7% 301 $20K
Elevation Point Wealth Partners, LLC 0.00% New 275 $19K
Strategic Wealth Partners, Ltd. 0.00% — 274 $19K
JNBA Financial Advisors 0.00% No change 273 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $19K
SouthState Bank Corp 0.00% Reduce -7.0% 266 $18K
Private Wealth Management Group, LLC 0.01% No change 260 $18K
Operose Advisors LLC 0.00% New 250 $17K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 250 $17K
GW&K Investment Management, LLC 0.00% Add +29.6% 245 $17K
Acadian Asset Management LLC 0.00% No change 260 $17K
Essential Partners LLC 0.01% — 243 $17K
NFSG Corp 0.00% New 239 $16K
Missouri Trust & Investment Co 0.01% No change 226 $16K
Evermay Wealth Management LLC 0.00% No change 220 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 209 $14K
Bell Investment Advisors, Inc 0.00% Add +110.1% 208 $14K
Flagship Wealth Advisors, LLC 0.01% No change 200 $14K
Rossby Financial, LCC 0.01% No change 200 $14K
Princeton Global Asset Management LLC 0.00% New 195 $13K
TCTC Holdings, LLC 0.00% No change 184 $13K
Manchester Capital Management LLC 0.00% Add +359.0% 179 $12K
Bank of New Hampshire 0.00% New 179 $12K
Raleigh Capital Management Inc. 0.01% Add +0.6% 176 $12K
GF Fund Management Co. LTD. 0.00% Reduce -97.8% 171 $12K
CGC Financial Services, LLC 0.00% No change 164 $11K
Capital Analysts, LLC 0.00% Add +1.2% 168 $11K
Summit Securities Group LLC 0.00% New 154 $11K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 151 $10K
Capital Advisors, Ltd. LLC 0.00% No change 149 $10K
Paladin Advisory Group, LLC 0.01% No change 145 $10K
High Note Wealth, LLC 0.00% No change 142 $10K
Global X Japan Co., Ltd. 0.00% Reduce -40.6% 142 $10K
Financial Connections Group, Inc. 0.00% New 136 $9K
North Star Investment Management Corp. 0.00% Add +9.2% 130 $9K
Aspect Partners, LLC 0.00% No change 119 $8K
JFS Wealth Advisors, LLC 0.00% Add +4.5% 117 $8K
Tsfg, LLC 0.00% No change 113 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 109 $8K
Gen-Wealth Partners Inc 0.00% No change 107 $7K
Dunhill Financial, LLC 0.00% Add +92.7% 106 $7K
New England Capital Financial Advisors LLC 0.00% No change 100 $7K
Fortitude Family Office, LLC 0.00% Add +82.3% 93 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 92 $6K
Physician Wealth Advisors, Inc. 0.00% Add +493.3% 89 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 81 $6K
Prestige Wealth Management Group LLC 0.00% No change 85 $6K
Bellevue Asset Management, LLC 0.00% Add +1.2% 83 $6K
CBIZ Investment Advisory Services, LLC 0.00% Add +59.6% 83 $6K
GFG Capital, LLC 0.00% New 79 $5K
Park Place Capital Corp 0.00% New 74 $5K
Cape Investment Advisory, Inc. 0.00% Add +1.4% 73 $5K
NewSquare Capital LLC 0.00% Add +233.3% 70 $5K
Armstrong Advisory Group, Inc. 0.00% No change 67 $5K
Financial Management Professionals, Inc. 0.00% Add +6.6% 65 $4K
Hollencrest Capital Management 0.00% No change 65 $4K
Bellwether Advisors, LLC 0.00% New 63 $4K
GHP Investment Advisors, Inc. 0.00% Reduce -68.4% 60 $4K
Lowe Wealth Advisors, LLC 0.00% No change 55 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 54 $4K
First Pacific Financial 0.00% New 50 $3K
Howard Hughes Medical Institute 0.00% New 49 $3K
AdvisorNet Financial, Inc 0.00% No change 49 $3K
ORG Partners LLC 0.00% Add +380.0% 48 $3K
Quarry LP 0.00% New 48 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 58 $3K
Sierra Ocean, LLC 0.00% Reduce -29.3% 41 $3K
Olistico Wealth, LLC 0.00% No change 41 $3K
Boreal Capital Management LLC 0.00% — 37 $3K
10Elms LLP 0.00% No change 36 $2K
TFC Financial Management, Inc. 0.00% Add +3.1% 33 $2K
Beacon Capital Management, LLC 0.00% New 32 $2K
Nemes Rush Group LLC 0.00% No change 30 $2K
Accredited Wealth Management, LLC 0.00% No change 29 $2K
Aviso Financial Inc. 0.00% Reduce -80.3% 27 $2K
Kilter Group LLC 0.00% New 26 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.0% 22 $2K
Nova Wealth Management, Inc. 0.00% Add +50.0% 21 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 21 $1K
Cornerstone Planning Group LLC 0.00% Add +58.3% 19 $1K
Mid-American Wealth Advisory Group, Inc. 0.00% New 20 $1K
Sachetta, LLC 0.00% New 19 $1K
Whipplewood Advisors, LLC 0.00% Reduce -33.3% 18 $1K
Binnacle Investments Inc 0.00% New 17 $1K
SJS Investment Consulting Inc. 0.00% Reduce -39.1% 14 $966
Highline Wealth Partners LLC 0.00% No change 13 $896
S&T Bank 0.00% New 12 $827
Total Investment Management Inc. 0.00% New 12 $827
Clark Wealth Partners 0.00% Reduce -38.9% 11 $758
Bay Harbor Wealth Management, LLC 0.00% Add +175.0% 11 $758
WealthTrak Capital Management LLC 0.00% Reduce -33.3% 10 $690
Rise Advisors, LLC 0.00% No change 10 $689
Orion Capital Management LLC 0.00% No change 10 $689
HFM Investment Advisors, LLC 0.00% Add +200.0% 9 $620
Stephens Consulting, LLC 0.00% New 8 $552
Colonial Trust Co / SC 0.00% No change 8 $551
Activest Wealth Management 0.00% Add +0.0% 7 $483
Strengthening Families & Communities, LLC 0.00% New 5 $348
Creative Financial Designs Inc. 0.00% No change 5 $345
Parkworth Wealth Management, Inc. 0.00% New 4 $276
West Branch Capital LLC 0.00% No change 4 $276
Rialto Wealth Management, LLC 0.00% Reduce -62.5% 3 $207
Bartlett & Co. Wealth Management LLC 0.00% No change 2 $138
Retirement Wealth Solutions LLC 0.00% No change 1 $69
Leonteq Securities AG 0.00% No change 1 $69
Rakuten Securities, Inc. 0.00% No change 1 $69
Loomis Sayles & Co. L P 0.00% New 1 $42
Winthrop Capital Management, LLC 0.00% No change 5 $0

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