EvergyEVRG

13F holders, Q3 2025 (September 30)
853holders +34
88new positions
51sold out
7famous investors
$76.00avg. 13F price*

At the end of Q3 2025, 853 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 34 from Q2 2025. 88 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.7B) and State Street Corp. ($1.3B). 7 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 Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions88$154.5M
Exits51$221.4M

All 13F filers, Q2 2025 → Q3 2025: 20,503,449 shares bought and 12,360,338 shares sold, net +8,143,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 853 holders

Vanguard Group Inc. 0.03% Reduce -2.7% 30,136,078 $2.3B
BlackRock, Inc. 0.03% Add +7.3% 21,856,185 $1.7B
State Street Corp. 0.04% Reduce -0.2% 16,470,081 $1.3B
FMR LLC 0.04% Add +20.2% 9,951,295 $756.5M
Invesco Ltd. 0.10% Add +10.7% 7,989,340 $607.3M
Geode Capital Management, LLC 0.03% Add +1.3% 6,341,308 $480.2M
Franklin Resources Inc. 0.12% Add +4.3% 6,058,061 $460.5M
Morgan Stanley 0.02% Add +14.0% 4,645,380 $353.1M
Federated Hermes, Inc. 0.50% Add +0.5% 3,702,734 $281.5M
Nuveen, LLC 0.07% Add +2.0% 3,301,169 $251.0M
Bank of New York Mellon Corp 0.04% Add +1.2% 3,168,947 $240.9M
American Century Companies Inc. 0.12% Reduce -1.2% 3,130,654 $238.0M
JPMorgan Chase & Co. 0.01% Add +41.9% 2,929,230 $222.7M
Northern Trust Corp. 0.03% Add +10.6% 2,760,494 $209.9M
Bluescape Energy Partners LLC 46.90% No change 2,657,473 $202.0M
Magellan Asset Management Ltd 2.20% Add +3.4% 2,444,381 $185.8M
Cohen & Steers, Inc. 0.32% Reduce -19.4% 2,312,284 $175.8M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.1% 2,185,080 $166.1M
Massachusetts Financial Services Co. 0.05% Add +346.2% 2,046,787 $155.6M
First Trust Advisors LP 0.11% Reduce -2.5% 1,978,753 $150.4M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -23.2% 1,897,406 $144.2M
Goldman Sachs Group Inc. 0.02% Add +42.0% 1,870,630 $142.2M
Duff & Phelps Investment Management Co. 1.57% Reduce -6.5% 1,819,402 $138.3M
Legal & General Group Plc 0.03% Reduce -2.3% 1,792,729 $136.3M
UBS Group AG 0.02% Add +58.1% 1,648,706 $125.3M
Jennison Associates LLC 0.07% Reduce -4.6% 1,631,532 $124.0M
Bank of America Corp. 0.01% Add +19.3% 1,616,496 $122.9M
Victory Capital Management Inc. 0.07% Reduce -9.2% 1,587,757 $120.7M
Truist Financial Corp. 0.15% Add +169.2% 1,438,958 $109.4M
Citadel Advisors 0.09% Add +193.7% 1,433,151 $108.9M
Assenagon Asset Management S.A. 0.15% Add +969.3% 1,329,424 $101.1M
Dimensional Fund Advisors LP 0.02% Add +0.3% 1,328,368 $101.0M
Tortoise Capital Advisors, L.L.C. 1.26% Add +1.6% 1,289,314 $98.0M
Thompson Siegel & Walmsley LLC 1.52% Reduce -6.5% 1,229,552 $93.5M
Brandes Investment Partners, LP 0.67% Add +2.6% 1,103,754 $83.9M
Energy Income Partners, LLC 1.61% Add +1.3% 1,099,236 $83.6M
Two Sigma Investments, LP 0.13% Add +243.0% 1,088,757 $82.8M
Gabelli Funds LLC 0.56% Reduce -1.6% 1,068,134 $81.2M
Empower Advisory Group, LLC 0.22% Reduce -16.3% 1,055,614 $80.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -37.6% 1,051,711 $80.0M
Thrivent Financial for Lutherans 0.16% Add +850.2% 1,049,376 $79.8M
Raymond James Financial Inc. 0.03% Add +12.7% 1,042,086 $79.2M
AQR Capital Management 0.05% Reduce -24.6% 1,030,606 $78.0M
Envestnet Asset Management Inc. 0.02% Add +136.7% 1,003,616 $76.3M
HSBC Holdings PLC 0.04% Add +16.1% 978,162 $74.4M
ANTIPODES PARTNERS Ltd 1.63% New 958,355 $72.9M
ExodusPoint Capital Management, LP 0.92% Reduce -7.6% 860,179 $65.4M
Old Republic International Corp. 2.36% No change 836,046 $63.6M
Balyasny Asset Management L.P. 0.13% Add +50.9% 804,130 $61.1M
HITE Hedge Asset Management LLC 3.17% Reduce -23.5% 767,132 $58.3M
Barclays PLC 0.02% Reduce -17.2% 752,985 $57.2M
Deutsche Bank AG 0.02% Add +16.8% 747,763 $56.8M
California Public Employees Retirement System 0.03% Reduce -15.0% 716,187 $54.4M
Vaughan Nelson Investment Management, L.P. 0.48% Add +23.5% 700,184 $53.2M
Russell Investments Group, Ltd. 0.06% Add +9.9% 698,978 $53.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.6% 688,897 $52.4M
RNC Capital Management LLC 2.40% Reduce -1.0% 685,138 $52.1M
Swiss National Bank 0.03% Reduce -4.8% 663,126 $50.4M
Allianz Asset Management GmbH 0.06% Reduce -7.2% 659,054 $50.1M
Treasurer of the State of North Carolina 0.15% Reduce -0.7% 646,669 $49.2M
Wells Fargo & Company 0.01% Reduce -38.9% 632,694 $48.1M
Teilinger Capital Ltd. 47.33% Reduce -14.7% 580,000 $44.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +1.4% 575,181 $43.7M
Captrust Financial Advisors 0.09% Reduce -0.5% 573,259 $43.6M
Gotham Asset Management 0.19% Add +29.3% 560,551 $42.6M
T. Rowe Price Associates Inc. 0.00% Add +10.2% 555,438 $42.2M
CIBC Private Wealth Group LLC 0.06% Reduce -12.5% 481,685 $36.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.2% 466,933 $35.5M
BNP Paribas Financial Markets 0.03% Reduce -2.6% 449,153 $34.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +18.3% 447,691 $34.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -8.8% 434,088 $33.0M
Alliancebernstein L.P. 0.01% Add +6.0% 424,147 $32.2M
Rhumbline Advisers 0.03% Add +0.7% 414,425 $31.5M
New York State Common Retirement Fund 0.04% Reduce -0.1% 399,850 $30.4M
Brookfield Corp 0.04% Reduce -7.6% 397,326 $30.2M
Crawford Investment Counsel Inc. 0.50% Add +0.7% 392,756 $29.9M
GW Henssler & Associates Ltd. 1.47% Add +0.6% 387,540 $29.5M
Cramer Rosenthal McGlynn LLC 1.82% New 373,032 $28.4M
Renaissance Technologies 0.04% Add +46.6% 364,802 $27.7M
Verition Fund Management LLC 0.16% Add +2.5% 357,555 $27.2M
Alps Advisors Inc. 0.15% Reduce -0.5% 357,241 $27.2M
Citigroup Inc. 0.02% Add +23.2% 344,081 $26.2M
Quantinno Capital Management LP 0.07% Add +27.5% 343,409 $26.1M
Natixis Advisors, LLC 0.04% Add +86.1% 319,510 $24.3M
Stifel Financial Corp. 0.02% Reduce -2.2% 317,518 $24.1M
Cullen/Frost Bankers, Inc. 0.27% Add +1.5% 301,604 $22.9M
Voloridge Investment Management, LLC 0.08% Reduce -46.4% 300,952 $22.9M
GAMCO Investors 0.22% Reduce -1.1% 294,827 $22.4M
Cwm, LLC 0.07% Add +0.2% 293,896 $22.3M
Susquehanna Portfolio Strategies, LLC 0.35% Add +169.4% 292,952 $22.3M
Korea Investment CORP 0.05% Reduce -15.6% 290,604 $22.1M
Mercer Global Advisors Inc. 0.04% Add +23.5% 285,953 $21.7M
California State Teachers Retirement System 0.02% Add +0.7% 276,399 $21.0M
Sei Investments Co. 0.02% Reduce -17.6% 274,912 $20.9M
T. Rowe Price Investment Management, Inc. 0.01% Add +873.0% 265,911 $20.2M
Principal Financial Group Inc. 0.01% Reduce -1.3% 262,784 $20.0M
Guggenheim Capital LLC 0.14% Add +9.0% 248,902 $18.9M
Two Sigma Advisers, LP 0.04% Reduce -53.8% 247,789 $18.8M
Bank of Montreal 0.01% Add +4.1% 236,881 $18.0M
Wedge Capital Management L L P 0.30% Reduce -0.9% 229,970 $17.5M
State Board of Administration of Florida Retirement System 0.03% Reduce -12.1% 227,973 $17.3M
Sonora Investment Management Group, LLC 1.21% Reduce -0.9% 223,924 $17.0M
Sound Income Strategies, LLC 0.92% Reduce -3.4% 220,263 $16.9M
Diameter Capital Partners LP 1.76% New 220,000 $16.7M
Marshall Wace, LLP 0.02% Add +6244.4% 218,184 $16.6M
Ameriprise Financial Inc. 0.00% Add +7.5% 217,506 $16.5M
Royal Bank of Canada 0.00% Reduce -36.8% 210,049 $16.0M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -0.6% 209,482 $15.9M
Oppenheimer Asset Management Inc. 0.17% Add +9.9% 209,307 $15.9M
Freestone Grove Partners LP 0.12% Reduce -65.6% 203,001 $15.4M
Yaupon Capital Management LP 0.79% Reduce -75.1% 201,737 $15.3M
Creative Planning 0.01% Add +34.7% 194,200 $14.8M
New York State Teachers Retirement System 0.03% Reduce -0.3% 193,720 $14.7M
LPL Financial LLC 0.00% Add +5.2% 192,917 $14.7M
SummitTX Capital, L.P. 0.60% Add +11.4% 190,813 $14.5M
Amundi 0.00% Add +6.1% 183,532 $14.2M
ArrowMark Colorado Holdings LLC 0.26% No change 184,000 $14.0M
Toronto Dominion Bank 0.03% Add +86.0% 179,985 $13.7M
Jones Financial Companies LLLP 0.01% Add +24.4% 180,425 $13.4M
Hudson Bay Capital Management LP 0.09% Reduce -48.7% 171,453 $13.0M
Exencial Wealth Advisors, LLC 0.42% Reduce -1.1% 171,346 $13.0M
Aventail Capital Group, LP 0.62% Reduce -56.0% 171,285 $13.0M
LSV Asset Management 0.03% Reduce -33.9% 170,000 $12.9M
Macquarie Group Ltd. 0.01% Reduce -2.7% 168,300 $12.8M
M&T Bank Corp 0.04% Reduce -2.1% 167,883 $12.8M
QRG Capital Management, Inc. 0.15% Reduce -47.8% 167,801 $12.8M
Focus Partners Wealth 0.02% Add +949.7% 164,859 $12.5M
Leeward Investments, LLC - MA 0.64% Add +13.9% 164,015 $12.5M
Brandywine Global Investment Management, LLC 0.09% Add +7.4% 163,034 $12.4M
Picton Mahoney Asset Management 0.15% Add +9.7% 155,441 $11.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +0.8% 154,171 $11.7M
Bank of Nova Scotia 0.02% Add +388.3% 152,081 $11.6M
Wealthfront Advisers LLC 0.03% Add +5.9% 150,492 $11.4M
Mackenzie Financial Corp. 0.01% Add +8.1% 150,167 $11.4M
State of Wisconsin Investment Board 0.03% Add +7.4% 148,692 $11.3M
Greenland Capital Management LP 1.81% Add +28.8% 147,531 $11.2M
Advocate Group LLC 1.83% Add +0.4% 146,488 $11.1M
Illinois Municipal Retirement Fund 0.13% Reduce -47.5% 138,794 $10.6M
Schaper Benz & Wise Investment Counsel Inc. 0.77% Reduce -1.0% 136,893 $10.4M
Synergy Asset Management, LLC 0.37% Add +100.0% 148,940 $10.3M
Bryn Mawr Trust Advisors, LLC 0.50% Add +1.1% 132,212 $10.1M
Cetera Investment Advisers 0.01% Add +105.6% 130,904 $10.0M
Envestnet Portfolio Solutions, Inc. 0.04% Add +2.6% 130,490 $9.9M
Prudential Financial Inc. 0.01% Reduce -6.0% 130,289 $9.9M
CIBC Asset Management Inc 0.03% Add +0.0% 129,312 $9.8M
Neuberger Berman Group LLC 0.01% Add +3.3% 127,365 $9.7M
First Citizens Bank & Trust Co. 0.21% Add +1.1% 126,079 $9.6M
Harvest Portfolios Group Inc. 0.18% Add +9.4% 125,569 $9.5M
Van Eck Associates Corp. 0.01% Add +0.3% 124,347 $9.5M
Asset Management One Co., Ltd. 0.03% Reduce -8.7% 120,935 $9.2M
Cerity Partners LLC 0.01% Reduce -4.2% 119,400 $9.1M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.4% 117,615 $8.9M
HighTower Advisors, LLC 0.01% Reduce -2.7% 116,827 $8.9M
Voya Investment Management LLC 0.01% Reduce -20.5% 116,751 $8.9M
Vestcor Inc 0.26% Reduce -1.6% 116,535 $8.9M
Ensign Peak Advisors, Inc 0.01% Reduce -14.2% 116,405 $8.8M
Sagefield Capital LP 0.98% Reduce -1.6% 115,165 $8.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.5% 112,016 $8.4M
State of Tennessee, Department of Treasury 0.03% Add +26.4% 109,275 $8.3M
Mutual of America Capital Management LLC 0.09% Reduce -1.1% 106,508 $8.1M
Viking Fund Management LLC 0.92% No change 100,000 $7.6M
New Age Alpha Advisors, LLC 0.29% Reduce -2.0% 91,591 $7.0M
Franklin Street Advisors Inc. 0.40% Add +3.3% 90,540 $6.9M
SG Americas Securities, LLC 0.03% Add +758.0% 88,614 $6.7M
Edgemoor Investment Advisors, Inc. 0.52% Add +3.3% 88,139 $6.7M
TD Asset Management Inc 0.01% Reduce -1.8% 84,290 $6.4M
Oppenheimer & Co. Inc. 0.08% Reduce -2.5% 84,274 $6.4M
First Manhattan Co. Llc. 0.02% Reduce -1.9% 83,383 $6.3M
Orion Porfolio Solutions, LLC 0.05% Add +32.5% 83,233 $6.3M
Commonwealth Equity Services, LLC 0.01% Reduce -3.3% 80,034 $6.1M
Aberdeen Group plc 0.01% Add +8.0% 79,924 $6.1M
Resona Asset Management Co.,Ltd. 0.03% Reduce -7.5% 79,549 $6.0M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 78,490 $6.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Reduce -31.2% 77,500 $5.9M
Public Employees Retirement System of Ohio 0.02% Add +0.6% 77,232 $5.9M
Ontario Teachers Pension Plan Board 0.14% Add +22.9% 76,358 $5.8M
Nisa Investment Advisors, LLC 0.02% Reduce -14.4% 74,224 $5.6M
HUB Investment Partners, LLC 0.20% Add +0.3% 71,129 $5.4M
Prudential PLC 0.04% Add +41.9% 71,114 $5.4M
State of New Jersey Common Pension Fund D 0.02% Add +1.4% 70,384 $5.4M
Squarepoint Ops LLC 0.01% Reduce -43.0% 70,213 $5.3M
State of Michigan Retirement System 0.03% Reduce -0.4% 70,081 $5.3M
National Bank of Canada 0.01% Reduce -57.2% 68,832 $5.3M
Lifeworks Advisors, LLC 0.69% Add +466.3% 68,084 $5.2M
Arizona State Retirement System 0.03% Add +0.7% 67,681 $5.1M
Comerica Bank 0.02% Reduce -2.8% 67,069 $5.1M
Midwest Trust Co 0.07% Reduce -2.6% 66,235 $5.0M
Polymer Capital Management (US) LLC 0.66% Reduce -18.8% 65,000 $4.9M
Soltis Investment Advisors LLC 0.34% Add +4.3% 64,356 $4.9M
Wasatch Advisors LP 0.03% Reduce -7.1% 62,496 $4.8M
Clearbridge Investments, LLC 0.00% Add +5.9% 61,607 $4.7M
Cary Street Partners Financial LLC 0.12% Reduce -0.6% 61,076 $4.6M
Howard Capital Management, LLC 0.06% Reduce -9.3% 60,803 $4.6M
Inspire Advisors, LLC 0.43% Add +35.4% 59,018 $4.5M
PNC Financial Services Group, Inc. 0.00% Add +1.5% 58,469 $4.4M
Czech National Bank 0.03% Add +3.9% 58,455 $4.4M
Ledyard National Bank 0.40% Reduce -5.0% 58,429 $4.4M
Alpine Woods Capital Investors, LLC 1.02% Add +15.3% 57,561 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -2.6% 57,103 $4.3M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.3% 55,885 $4.3M
Gateway Investment Advisers LLC 0.04% Add +0.8% 55,664 $4.2M
DRW Securities, LLC 0.22% Add +33.5% 55,580 $4.2M
Corient Private Wealth LP 0.01% Add +12.1% 55,032 $4.2M
Occudo Quantitative Strategies LP 0.51% Add +781.9% 54,913 $4.2M
Quantbot Technologies LP 0.11% New 53,216 $4.0M
Assetmark, Inc. 0.01% Add +41.5% 52,427 $4.0M
Millennium Management 0.00% New 49,628 $3.8M
Public Sector Pension Investment Board 0.01% Add +4.8% 49,604 $3.8M
Retirement Systems of Alabama 0.01% Reduce -0.6% 49,095 $3.7M
Systematic Financial Management LP 0.09% Add +495.6% 49,045 $3.7M
Icon Advisers Inc. 0.82% No change 48,800 $3.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -3.3% 47,846 $3.6M
Oxbow Advisors, LLC 0.34% Add +1.4% 47,721 $3.6M
Osaic Holdings, Inc. 0.01% Add +14.0% 49,175 $3.6M
Jane Street Group, LLC 0.00% Add +204.6% 47,574 $3.6M
IFM Investors Pty Ltd 0.03% Reduce -0.1% 48,775 $3.6M
Baird Financial Group, Inc. 0.01% Add +19.4% 47,468 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -2.6% 47,331 $3.6M
Patton Fund Management, Inc. 0.65% Reduce -2.7% 47,238 $3.6M
Trilogy Capital Inc. 0.17% Reduce -1.7% 47,118 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.3% 47,035 $3.6M
Moneta Group Investment Advisors LLC 0.03% Add +0.3% 46,972 $3.6M
Pictet Asset Management Holding SA 0.00% Reduce -1.5% 46,900 $3.6M
Foresight Capital Management Advisors, Inc. 1.98% Add +2.3% 46,186 $3.5M
Bailard, Inc. 0.07% Reduce -0.1% 45,300 $3.4M
Amalgamated Bank 0.02% Reduce -1.3% 44,943 $3.4M
Fifth Third Bancorp 0.01% Add +0.9% 44,780 $3.4M
Susquehanna International Group, LLP 0.00% Reduce -49.7% 43,719 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -7.1% 43,675 $3.3M
Pathway Financial Advisers, LLC 0.97% Add +0.6% 43,699 $3.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.5% 40,876 $3.2M
CIBC Bancorp USA Inc. 0.02% — 41,745 $3.2M
US Bancorp \de 0.00% Add +3.6% 41,375 $3.1M
Meritage Portfolio Management 0.21% Reduce -41.4% 41,348 $3.1M
MML Investors Services, LLC 0.01% Add +34.2% 41,282 $3.1M
Mathes Company, Inc. 1.13% No change 41,200 $3.1M
ProShare Advisors LLC 0.01% Reduce -0.0% 40,876 $3.1M
Summit Global Investments 0.18% Reduce -56.2% 40,610 $3.1M
Farmers & Merchants Investments Inc. 0.09% Add +0.2% 40,158 $3.1M
Xponance LLC 0.02% Reduce -20.1% 38,227 $2.9M
Daiwa Securities Group Inc. 0.01% Add +4.0% 38,215 $2.9M
Utah Retirement Systems 0.03% Add +2.6% 37,985 $2.9M
Advisors Asset Management, Inc. 0.05% Add +10.0% 37,229 $2.8M
Police & Firemen's Retirement System of New Jersey 0.02% Add +6.7% 37,036 $2.8M
Jain Global LLC 0.04% Reduce -84.9% 36,314 $2.8M
Prospera Financial Services Inc 0.05% Add +1.4% 35,979 $2.7M
UniSuper Management Pty Ltd 0.02% Add +9.2% 35,506 $2.7M
Martingale Asset Management L P 0.07% Add +452.1% 35,444 $2.7M
First PREMIER Bank 0.61% Reduce -0.9% 35,430 $2.7M
Stolper Co 0.81% Add +1.8% 35,185 $2.7M
Commerce Bank 0.01% Add +6.3% 35,105 $2.7M
CWA Asset Management Group, LLC 0.10% Add +8.3% 35,015 $2.7M
Los Angeles Capital Management LLC 0.01% Reduce -65.9% 34,348 $2.6M
Conning Inc. 0.09% No change 33,994 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -8.6% 33,075 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.3% 32,354 $2.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +6.8% 31,777 $2.4M
New York Life Investment Management LLC 0.02% Reduce -0.2% 31,698 $2.4M
Intech Investment Management LLC 0.02% Reduce -27.1% 31,455 $2.4M
Inspire Investing, LLC 0.23% Add +22.6% 31,274 $2.4M
Woodline Partners LP 0.01% Add +22.2% 30,418 $2.3M
Sequoia Financial Advisors, LLC 0.01% Add +56.4% 30,187 $2.3M
Teacher Retirement System of Texas 0.01% Reduce -13.7% 30,140 $2.3M
Nissay Asset Management Corp. /Japan 0.01% Add +1.1% 30,031 $2.3M
Horizon Investments, LLC 0.03% Add +15.6% 29,766 $2.3M
ING Groep NV 0.01% Add +22.1% 29,754 $2.3M
Ranch Capital Advisors Inc. 0.87% Add +6.7% 29,508 $2.2M
Edgestream Partners, L.P. 0.07% New 29,488 $2.2M
Community Bank of Raymore 1.52% No change 28,844 $2.2M
WealthTrust Axiom LLC 0.59% Add +1.1% 28,802 $2.2M
Nomura Holdings Inc. 0.01% New 28,671 $2.2M
DC Investments Management, LLC 0.88% No change 27,863 $2.1M
Vennlight Capital Management, LP 2.70% New 27,300 $2.1M
Aware Super Pty Ltd as trustee of Aware Super 0.03% No change 27,163 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +19.1% 27,032 $2.1M
Advisory Services Network, LLC 0.03% Add +43.0% 26,921 $2.0M
Mariner, LLC 0.00% Reduce -54.3% 26,903 $2.0M
Qsemble Capital Management, LP 0.20% New 26,751 $2.0M
AlphaQuest LLC 0.13% Add +137.7% 26,359 $2.0M
CreativeOne Wealth, LLC 0.05% Add +3.3% 26,333 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +32.2% 26,230 $2.0M
Brookstone Capital Management 0.02% Reduce -3.5% 25,927 $2.0M
NEOS Investment Management LLC 0.01% Add +47.7% 25,479 $1.9M
Susquehanna Fundamental Investments, LLC 0.08% No change 25,460 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +11.6% 25,386 $1.9M
Steel Grove Capital Advisors, LLC 0.23% No change 27,593 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.9% 24,841 $1.9M
Johnson Financial Group, Inc. 0.07% Reduce -11.5% 24,681 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.1% 24,657 $1.9M
LaFleur & Godfrey LLC 0.22% Add +1.9% 24,352 $1.9M
Rafferty Asset Management, LLC 0.01% Reduce -2.0% 24,227 $1.8M
F/m Investments LLC 0.07% Reduce -2.2% 24,176 $1.8M
Hennion & Walsh Asset Management, Inc. 0.07% Add +19.7% 24,112 $1.8M
Schroder Investment Management Group 0.00% Reduce -39.4% 24,025 $1.8M
Glenmede Investment Management, LP 0.01% Add +1.4% 23,563 $1.8M
J.W. Cole Advisors, Inc. 0.03% Add +2.9% 23,403 $1.8M
1832 Asset Management L.P. 0.00% Reduce -11.8% 23,292 $1.8M
Financial Engines Advisors L.L.C. 0.00% New 23,276 $1.8M
Retirement Planning Group, LLC 0.06% Add +2.4% 22,854 $1.7M
iA Global Asset Management Inc. 0.02% Add +207.0% 22,624 $1.7M
Bokf, NA 0.03% Add +2.3% 22,585 $1.7M
Swiss Life Asset Management Ltd 0.01% Reduce -18.4% 22,306 $1.7M
Park Avenue Securities LLC 0.01% Add +16.8% 22,235 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -0.2% 22,220 $1.7M
Lido Advisors, LLC 0.01% Add +10.3% 22,108 $1.7M
Hartree Partners, LP 0.58% New 22,000 $1.7M
Westpac Banking Corp. 0.10% Reduce -4.8% 21,704 $1.6M
Pathstone Holdings, LLC 0.01% Add +2.3% 21,695 $1.6M
Prevail Innovative Wealth Advisors, LLC 0.32% Add +101.9% 21,693 $1.6M
Schnieders Capital Management, Llc. 0.26% — 21,395 $1.6M
IHT Wealth Management, LLC 0.04% Add +0.6% 20,651 $1.6M
UMB Bank, n.a. 0.02% Reduce -8.7% 20,649 $1.6M
Public Employees Retirement Association of Colorado 0.01% No change 20,530 $1.6M
Sanctuary Advisors, LLC 0.01% Add +17.1% 20,403 $1.6M
Fulcrum Asset Management LLP 0.42% Add +104.2% 20,025 $1.5M
Caprock Group, LLC 0.04% — 20,581 $1.5M
LMR Partners LLP 0.03% Reduce -15.0% 19,472 $1.5M
Miller Howard Investments Inc. 0.05% Add +4.4% 19,461 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -58.0% 19,396 $1.5M
Adamsbrown Wealth Consultants LLC 0.40% Reduce -3.7% 19,180 $1.5M
Private Advisor Group, LLC 0.01% Reduce -0.7% 19,148 $1.5M
NewEdge Advisors, LLC 0.01% Add +31.4% 19,072 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -4.8% 18,903 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -5.0% 18,675 $1.4M
DekaBank Deutsche Girozentrale 0.00% No change 18,563 $1.4M
Davis Capital Management 0.96% — 18,143 $1.4M
&partners 0.01% Add +10.5% 18,081 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,043 $1.4M
Keybank National Association 0.00% Add +9.9% 17,730 $1.3M
Financial Partners Group, Inc 0.17% Add +0.6% 17,710 $1.3M
Ethic Inc. 0.02% Add +1.4% 17,662 $1.3M
Andra AP-fonden 0.02% Reduce -71.6% 17,555 $1.3M
Summit Trail Advisors, LLC 0.02% Add +186.9% 17,488 $1.3M
Dakota Wealth Management 0.03% Reduce -53.2% 17,188 $1.3M
Tidal Investments LLC 0.01% Add +7.1% 16,918 $1.3M
Pensionfund Sabic 0.35% No change 16,900 $1.3M
Brookmont Capital Management 0.71% Reduce -1.7% 16,856 $1.3M
Walleye Trading LLC 0.02% Add +793.2% 16,730 $1.3M
Twin Capital Management Inc. 0.16% Reduce -56.0% 16,655 $1.3M
SVB Wealth LLC 0.07% Add +17.9% 16,497 $1.3M
Huber Capital Management LLC 0.20% No change 16,467 $1.3M
KBC Group NV 0.00% No change 16,391 $1.2M
GAMMA Investing LLC 0.07% Add +10.4% 16,357 $1.2M
Wellington Management Group LLP 0.00% Reduce -51.5% 16,325 $1.2M
Catherine Avery Investment Management LLC 0.80% Reduce -67.8% 16,258 $1.2M
IMC-Chicago, LLC 0.02% New 16,135 $1.2M
GMO 0.00% Reduce -5.3% 16,075 $1.2M
Mizuho Securities USA LLC 0.02% Add +5.4% 16,763 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +41.9% 15,552 $1.2M
Prelude Capital Management, LLC 0.09% Reduce -33.8% 15,548 $1.2M
Sterling Capital Management LLC 0.02% Reduce -7.5% 15,150 $1.2M
Rockland Trust Co. 0.05% Reduce -0.7% 15,021 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -1.9% 14,158 $1.1M
Kentucky Retirement Systems 0.03% Add +1.3% 14,451 $1.1M
Kestra Advisory Services, LLC 0.01% Add +10.7% 14,365 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +17.1% 14,191 $1.1M
Simplex Trading, LLC 0.02% Add +550.1% 13,913 $1.1M
Spirit of America Management Corp. 0.21% Add +29.6% 13,800 $1.0M
Chicago Partners Investment Group LLC 0.03% Add +6.0% 13,479 $1.0M
Hartford Investment Management Co. 0.03% Reduce -1.9% 13,648 $1.0M
WESPAC Advisors, LLC 0.60% Reduce -1.8% 13,601 $1.0M
Albion Financial Group 0.06% No change 13,183 $1.0M
Janney Montgomery Scott LLC 0.00% Add +32.3% 13,156 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +6.9% 13,072 $994K
AGH Wealth Advisors, LLC 0.71% Add +5.7% 12,711 $966K
Schonfeld Strategic Advisors LLC 0.01% New 12,670 $963K
Exchange Traded Concepts, LLC 0.01% Reduce -7.4% 12,611 $959K
Gibson Wealth Advisors LLC 0.68% No change 12,596 $958K
Gulf International Bank (UK) Ltd 0.03% Reduce -4.4% 12,529 $952K
Sierra Summit Advisors LLC 0.14% Add +1.5% 12,500 $950K
Royal London Asset Management Ltd. 0.00% No change 12,447 $946K
Concurrent Investment Advisors, LLC 0.02% Add +5.8% 12,386 $942K
Contravisory Investment Management, Inc. 0.18% Reduce -2.8% 12,202 $928K
Louisiana State Employees Retirement System 0.02% No change 12,100 $920K
Profund Advisors LLC 0.03% Add +4.0% 12,032 $915K
Iams Wealth Management, LLC 0.37% Add +33.6% 11,998 $912K
WCG Wealth Advisors LLC 0.06% Add +5.8% 11,953 $909K
Janus Henderson Group PLC 0.00% No change 11,898 $904K
CoreFirst Bank & Trust 0.48% Add +13.8% 11,754 $894K
Altfest L J & Co. Inc. 0.10% Reduce -0.7% 11,501 $874K
Lazard Asset Management LLC 0.00% No change 11,500 $874K
Maryland State Retirement & Pension System 0.02% No change 11,187 $850K
USA Financial Formulas 0.15% Add +6.1% 11,139 $847K
Wealthcare Advisory Partners LLC 0.02% Add +3.1% 11,129 $846K
Moody National Bank Trust Division 0.07% Reduce -1.7% 11,123 $846K
DGS Capital Management, LLC 0.15% Add +4.6% 11,072 $842K
Pallas Capital Advisors LLC 0.03% Add +2.2% 11,047 $840K
Securian Asset Management, Inc. 0.02% Reduce -8.1% 11,023 $838K
Turning Point Benefit Group, Inc. 0.50% Add +13.9% 10,946 $834K
Cornercap Investment Counsel Inc. 0.41% Reduce -1.6% 10,887 $828K
Great Lakes Advisors, LLC 0.01% Add +35.9% 10,837 $824K
Investment Management Corp of Ontario 0.01% Reduce -91.1% 10,820 $823K
Lion Street Advisors, LLC 0.28% Add +21.5% 12,765 $814K
Choreo, LLC 0.01% Add +2.0% 10,690 $813K
HighPoint Advisor Group LLC 0.04% Add +8.8% 10,660 $810K
Moors & Cabot, Inc. 0.04% Reduce -2.3% 10,541 $801K
Farther Finance Advisors, LLC 0.01% Add +66.5% 10,529 $800K
Prudent Man Advisors, LLC 0.29% Reduce -10.4% 10,432 $793K
New Mexico Educational Retirement Board 0.02% Reduce -3.7% 10,350 $787K
Northwest & Ethical Investments L.P. 0.02% Add +20.9% 10,409 $781K
Arax Advisory Partners 0.01% Add +420.0% 10,223 $777K
Verity Asset Management, Inc. 0.25% Reduce -7.1% 10,150 $772K
Reaves W H & Co. Inc. 0.01% New 9,924 $754K
Norinchukin Bank, The 0.01% Add +0.5% 9,880 $751K
Allworth Financial LP 0.00% Add +4.6% 9,862 $750K
Parallel Advisors, LLC 0.01% Add +8.0% 9,681 $736K
Atlantic Union Bankshares Corp 0.01% New 9,578 $728K
Synovus Financial Corp. 0.01% Reduce -0.3% 9,474 $720K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +48.2% 9,427 $715K
United Capital Financial Advisors, LLC 0.01% Add +0.4% 9,299 $707K
Crossmark Global Holdings, Inc. 0.01% No change 9,258 $704K
Amica Mutual Insurance Co. 0.06% Reduce -10.0% 9,181 $698K
Vident Advisory, LLC 0.01% Add +12.7% 9,139 $695K
Evergreen Capital Management LLC 0.02% No change 9,070 $690K
Fairview Capital Investment Management, LLC 0.03% No change 9,000 $684K
HB Wealth Management, LLC 0.00% Add +0.9% 8,999 $684K
Oak Thistle LLC 0.10% New 8,897 $676K
Hilltop Holdings Inc. 0.04% Add +5.0% 8,848 $673K
Prime Capital Investment Advisors, LLC 0.01% Reduce -13.2% 8,842 $672K
Smith, Moore & Co. 0.05% Reduce -15.7% 8,799 $669K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +31.7% 8,793 $668K
Apexium Financial, LP 0.03% No change 8,728 $664K
Vestmark Advisory Solutions, Inc. 0.01% New 8,650 $658K
Heartland Bank & Trust Co 0.27% Reduce -0.0% 8,559 $651K
Virtus Advisers, LLC 0.36% No change 8,525 $648K
Elevation Point Wealth Partners, LLC 0.04% Add +2988.7% 8,494 $646K
Vise Technologies, Inc. 0.02% Add +25.2% 8,425 $640K
Principal Securities, Inc. 0.01% Add +11.0% 8,374 $637K
Intrua Financial, LLC 0.07% Add +1.1% 8,265 $628K
Allstate Corp. 0.01% New 8,219 $625K
Empirical Finance, LLC 0.03% Add +1.0% 8,163 $621K
Johnson Investment Counsel Inc. 0.01% Reduce -11.1% 8,158 $620K
Sunbelt Securities, Inc. 0.04% Add +1.7% 8,040 $611K
Potomac Fund Management Inc. 0.03% Reduce -0.1% 8,010 $609K
Nicolet Bankshares Inc. 0.10% No change 8,000 $608K
Compound Planning, Inc. 0.02% Add +19.0% 7,974 $606K
Modern Wealth Management, LLC 0.01% Add +1.9% 7,926 $603K
Atria Investments, Inc 0.01% Reduce -6.5% 7,919 $602K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -7.5% 7,842 $596K
FineMark National Bank & Trust 0.02% Reduce -11.6% 7,813 $594K
Metis Global Partners, LLC 0.01% Reduce -6.0% 7,736 $588K
CSS LLC 0.10% Add +23.3% 7,720 $587K
MainStreet Investment Advisors LLC 0.08% Reduce -0.3% 7,687 $584K
Syon Capital LLC 0.03% Add +50.5% 7,594 $577K
Coldstream Capital Management Inc. 0.01% Add +12.3% 7,472 $568K
AE Wealth Management LLC 0.00% Add +10.9% 7,447 $566K
Agf Management Ltd. 0.00% Reduce -20.9% 7,438 $565K
Jeppson Wealth Management, LLC 0.18% No change 7,424 $564K
Mgo One Seven LLC 0.01% Add +3.5% 7,422 $564K
Evoke Wealth, LLC 0.01% Add +5.0% 7,370 $560K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 7,335 $558K
TD Private Client Wealth LLC 0.01% Add +930.4% 7,326 $557K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +5.5% 7,325 $557K
Inscription Capital, LLC 0.06% Add +138.0% 7,284 $554K
Steph & Co. 0.17% Reduce -15.9% 7,260 $552K
Man Group plc 0.00% Reduce -50.3% 7,238 $550K
Empowered Funds, LLC 0.01% Add +33.8% 7,210 $548K
Mattern Wealth Management LLC 0.11% Reduce -9.6% 7,151 $544K
Trust Co 0.06% Reduce -60.9% 7,080 $538K
Ti-Trust, Inc. 0.34% No change 7,047 $536K
Novak & Powell Financial Services, Inc. 0.28% Reduce -7.0% 7,037 $535K
Ashton Thomas Private Wealth, LLC 0.01% New 6,998 $532K
Signaturefd, LLC 0.01% Add +7.0% 6,966 $530K
Lanark Financial, Inc. 0.04% Reduce -1.1% 6,950 $528K
Associated Banc-Corp 0.01% New 6,738 $512K
Coppell Advisory Solutions LLC 0.05% Reduce -8.8% 6,750 $507K
Blair William & Co. 0.00% Reduce -24.8% 6,640 $505K
Summit Wealth Group LLC / Co. 0.05% New 2,973 $502K
Benjamin Edwards Inc. 0.01% Reduce -3.6% 6,578 $500K
Kestra Private Wealth Services, LLC 0.01% Add +36.7% 6,568 $499K
44 Wealth Management LLC 0.17% New 6,552 $498K
IFG Advisory, LLC 0.02% No change 6,543 $497K
Federation des caisses Desjardins du Quebec 0.00% Add +28.4% 6,305 $479K
Waterfront Wealth Inc. 0.10% No change 6,067 $479K
NorthCrest Asset Manangement, LLC 0.01% Add +2.9% 6,076 $472K
Mufg Securities Americas Inc. 0.03% Add +21.7% 6,206 $472K
Aaron Wealth Advisors LLC 0.03% New 6,200 $471K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Add +0.0% 6,057 $460K
National Pension Service 0.00% Add +62.9% 6,027 $458K
Savant Capital, LLC 0.00% Add +8.5% 5,908 $449K
Uncommon Cents Investing LLC 0.11% No change 5,840 $444K
Merit Financial Group, LLC 0.00% Add +13.3% 5,790 $440K
FAS Wealth Partners, Inc. 0.03% Reduce -10.6% 5,735 $436K
Callan Family Office, LLC 0.01% Reduce -5.5% 5,664 $431K
Naples Global Advisors, LLC 0.03% Add +2.0% 5,625 $428K
STRS Ohio 0.00% Reduce -87.7% 5,504 $418K
Schulhoff & Co. Inc. 0.18% No change 5,500 $418K
Sage Mountain Advisors LLC 0.02% Add +19.7% 5,495 $418K
Quantum Portfolio Management LLC 0.12% Add +26.9% 5,490 $417K
Integrity Alliance, Llc. 0.02% New 5,456 $415K
Tocqueville Asset Management L.P. 0.01% No change 5,400 $411K
Rakuten Investment Management, Inc. 0.00% — 10,470 $410K
Balboa Wealth Partners 0.07% Add +0.1% 5,365 $408K
Vista Investment Partners LLC 0.11% No change 5,358 $407K
Advantage Trust Co 0.18% No change 5,350 $407K
Krilogy Financial LLC 0.02% New 5,276 $405K
World Investment Advisors 0.01% Reduce -14.4% 5,282 $402K
GoalVest Advisory LLC 0.08% No change 5,259 $400K
Brighton Jones LLC 0.01% Add +14.8% 5,239 $398K
Panagora Asset Management Inc. 0.00% Reduce -83.9% 5,183 $394K
Gentry Private Wealth, LLC 0.27% No change 5,093 $387K
LexAurum Advisors, LLC 0.06% Add +31.1% 5,087 $387K
CENTRAL TRUST Co 0.01% No change 5,074 $386K
Advyzon Investment Management, LLC 0.07% Add +7.7% 5,065 $385K
Valeo Financial Advisors, LLC 0.01% Reduce -0.3% 4,991 $379K
Garner Asset Management Corp 0.15% Add +0.0% 4,957 $377K
GTS Securities LLC 0.01% New 4,937 $375K
NorthRock Partners, LLC 0.01% Reduce -3.0% 4,885 $371K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.4% 4,876 $371K
Intrust Bank NA 0.03% Add +2.2% 4,871 $370K
CGN Advisors LLC 0.03% Reduce -5.8% 4,830 $367K
Apollon Financial, LLC 0.06% Add +0.9% 4,808 $366K
Simplicity Wealth,LLC 0.02% Reduce -57.5% 4,804 $365K
MIdWestOne Financial Group, Inc. 0.04% Add +1.3% 4,770 $363K
Aptus Capital Advisors, LLC 0.00% Reduce -44.4% 4,734 $360K
Huntington National Bank 0.00% Reduce -1.4% 4,699 $357K
AlphaStar Capital Management, LLC 0.03% Add +41.2% 4,697 $357K
Rockefeller Capital Management L.P. 0.00% New 4,663 $355K
Independent Advisor Alliance 0.01% Reduce -48.5% 4,616 $351K
Kentucky Trust Co 0.19% No change 4,586 $349K
Integris Wealth Management, LLC 0.08% No change 4,570 $347K
Equitable Holdings, Inc. 0.00% Reduce -3.6% 4,558 $346K
Vaughan David Investments LLC 0.01% Reduce -2.5% 4,548 $346K
Wedmont Private Capital 0.01% Add +15.6% 4,444 $345K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,524 $344K
Walker Asset Management, LLC 0.19% Add +0.7% 4,500 $342K
PFG Investments, LLC 0.02% Add +0.4% 4,450 $338K
Triad Wealth Partners, LLC 0.04% Add +0.6% 4,415 $336K
MUFG Securities EMEA plc 0.01% Add +549.7% 4,405 $335K
Ascentis Independent Advisors 0.06% Reduce -2.5% 4,372 $332K
Keystone Financial Group 0.03% Add +36.1% 4,372 $332K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 4,369 $332K
Ballentine Partners, LLC 0.00% Add +21.0% 4,347 $330K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -5.0% 4,342 $330K
Artisan Partners Limited Partnership 0.00% No change 4,308 $327K
Ritholtz Wealth Management 0.01% Add +1.2% 4,300 $327K
Probity Advisors, Inc. 0.05% Reduce -1.1% 4,266 $324K
Mather Group, Llc. 0.00% Reduce -6.6% 4,246 $323K
Sound Stewardship, LLC 0.15% No change 4,232 $322K
Eastern Bank 0.01% No change 4,232 $322K
Cresset Asset Management, LLC 0.00% Add +2.7% 4,183 $318K
Transcend Capital Advisors, LLC 0.02% New 4,082 $310K
Black Diamond Financial, LLC 0.03% Reduce -0.3% 4,065 $309K
Glenview Trust Co 0.00% Add +7.8% 4,051 $308K
Aviva PLC 0.00% No change 4,041 $307K
Kimelman & Baird, LLC 0.02% No change 4,031 $306K
SYM FINANCIAL Corp 0.03% Add +2.0% 4,024 $306K
D.A. Davidson & Co. 0.00% Add +7.2% 4,004 $304K
Danske Bank A/S 0.00% Add +14.3% 4,000 $304K
Baker Avenue Asset Management, LP 0.01% Add +10.3% 3,972 $302K
Alpha Family Trust 0.14% No change 3,970 $302K
IFP Advisors, Inc 0.01% Reduce -2.6% 3,931 $299K
Sowell Financial Services LLC 0.01% Add +0.1% 3,918 $298K
Kingsview Wealth Management, LLC 0.00% Add +9.5% 3,909 $297K
Kavar Capital Partners Group, LLC 0.04% No change 3,903 $297K
Legacy Financial Strategies, LLC 0.05% No change 3,893 $296K
Greenleaf Trust 0.00% Add +10.6% 3,867 $294K
Blackhawk Capital Partners, LLC 0.11% Add +6.3% 3,849 $293K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.6% 3,844 $292K
Trust Co of Kansas 0.14% Add +3.2% 3,846 $292K
Robertson Stephens Wealth Management, LLC 0.01% New 3,812 $290K
Bank & Trust Co 0.21% Reduce -4.3% 3,809 $290K
Texas Capital Bank Wealth Management Services Inc 0.02% New 3,781 $287K
Apollon Wealth Management, LLC 0.01% Reduce -37.1% 3,777 $287K
Leo Wealth, LLC 0.04% Reduce -81.4% 3,777 $287K
Composition Wealth, LLC 0.00% New 3,772 $287K
First National Advisers, LLC 0.04% No change 3,761 $286K
Cornerstone Wealth Management, LLC 0.02% Add +2.5% 3,744 $285K
Texas Yale Capital Corp. 0.01% No change 3,743 $285K
Smith Chas P & Associates Pa Cpas 0.02% No change 3,735 $284K
Praxis Investment Management Inc. 0.02% No change 3,720 $283K
CI Investments Inc. 0.00% Reduce -32.0% 3,690 $281K
Gradient Investments LLC 0.00% Reduce -24.8% 3,683 $280K
Citizens Financial Group Inc. 0.00% New 3,680 $280K
Venturi Wealth Management, LLC 0.01% Add +13.2% 3,673 $279K
Tradewinds, LLC. 0.07% New 3,612 $275K
Voleon Capital Management LP 0.01% New 3,601 $274K
PAX Financial Group, LLC 0.05% New 3,562 $271K
Tema ETFs LLC 0.02% New 3,502 $266K
Brown Brothers Harriman & Co. 0.00% Add +37.4% 3,424 $260K
Gries Financial LLC 0.04% Reduce -1.8% 3,423 $260K
Summit Financial, LLC 0.00% Reduce -13.9% 3,401 $259K
Longboard Asset Management, LP 0.42% No change 3,396 $258K
AlphaCore Capital LLC 0.01% Add +607.8% 3,369 $256K
Optas, LLC 0.04% Add +3.5% 3,359 $255K
Tower Research Capital LLC (TRC) 0.01% Add +30.4% 3,335 $254K
Bessemer Group Inc. 0.00% Add +29.6% 3,324 $252K
Hager Investment Management Services, LLC 0.14% Reduce -0.3% 3,310 $252K
Advisory Alpha, LLC 0.01% Reduce -2.4% 3,300 $251K
Phoenix Wealth Advisors 0.10% Reduce -1.9% 3,264 $248K
Commerzbank Aktiengesellschaft 0.01% No change 3,239 $247K
Quent Capital, LLC 0.02% Add +0.4% 3,246 $247K
Avantra Family Wealth, Inc. 0.18% New 3,233 $246K
Leavell Investment Management, Inc. 0.01% No change 3,228 $245K
OneAscent Financial Services LLC 0.02% Reduce -12.0% 3,177 $242K
XTX Topco Ltd 0.01% New 3,170 $241K
Nova R Wealth, Inc. 0.10% Add +1.9% 3,161 $240K
Guyasuta Investment Advisors Inc. 0.01% No change 3,115 $237K
Ifrah Financial Services, Inc. 0.06% Reduce -1.0% 3,112 $237K
Journey Strategic Wealth LLC 0.01% New 3,110 $236K
Sagespring Wealth Partners, LLC 0.00% New 3,107 $236K
KCM Investment Advisors LLC 0.01% Reduce -5.0% 3,105 $236K
Wealth Alliance Advisory Group, LLC 0.04% Add +0.3% 3,095 $235K
Bedel Financial Consulting, Inc. 0.03% Add +1.0% 3,076 $234K
Clearwater Capital Advisors, LLC 0.02% No change 3,074 $234K
Canada Post Corp Registered Pension Plan 0.01% No change 3,105 $233K
Barnes Wealth Management Group, Inc 0.13% Add +1.9% 3,061 $233K
King Luther Capital Management Corp. 0.00% Reduce -0.9% 3,032 $230K
Brown Advisory Inc. 0.00% Add +0.7% 3,020 $230K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.6% 3,013 $229K
Washington Trust Bank 0.02% New 3,000 $228K
Burton Enright Welch 0.03% Add +1.3% 2,950 $224K
CFS Investment Advisory Services, LLC 0.02% New 2,866 $223K
Larson Financial Group LLC 0.01% Add +10.7% 2,894 $220K
Smartleaf Asset Management LLC 0.01% Add +88.3% 2,885 $217K
CHICAGO TRUST Co NA 0.03% New 2,836 $216K
Riggs Asset Managment Co. Inc. 0.05% No change 2,800 $213K
Westover Capital Advisors, LLC 0.04% New 2,800 $213K
Earned Wealth Advisors, LLC 0.04% New 2,792 $212K
Northstar Advisory Group, LLC 0.09% New 2,742 $208K
Requisite Capital Management, LLC 0.04% New 2,741 $208K
GC Wealth Management RIA, LLC 0.01% New 2,734 $208K
Country Club Bank 0.01% New 2,744 $206K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 2,696 $205K
First National Bank Sioux Falls 0.06% New 2,691 $205K
Ausdal Financial Partners, Inc. 0.01% New 2,682 $204K
Capital Investment Advisors, LLC 0.00% New 2,676 $203K
Global Retirement Partners, LLC 0.00% Reduce -1.9% 2,569 $195K
Geneos Wealth Management Inc. 0.00% Reduce -39.8% 2,560 $195K
CX Institutional 0.01% Add +7.9% 2,520 $192K
Virtus Investment Advisers, LLC 0.05% Reduce -6.3% 2,391 $182K
EverSource Wealth Advisors, LLC 0.01% Add +25.4% 2,339 $178K
Versant Capital Management, Inc 0.02% Add +4.8% 2,305 $175K
Ameritas Investment Partners, Inc. 0.01% No change 2,172 $165K
HHM Wealth Advisors, LLC 0.02% No change 2,074 $158K
Trust Co. of Vermont 0.01% No change 1,870 $142K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $137K
Ameritas Advisory Services, LLC 0.01% Reduce -61.1% 1,762 $134K
Ossiam 0.00% Reduce -98.2% 1,670 $127K
Quadrant Capital Group LLC 0.00% New 1,634 $124K
Y.D. More Investments Ltd 0.01% Reduce -26.6% 1,628 $124K
Addison Advisors LLC 0.03% Add +2.7% 1,573 $120K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.1% 1,558 $118K
Bayforest Capital Ltd 0.06% Reduce -28.1% 1,545 $117K
Harbour Investments, Inc. 0.00% Add +10.3% 1,537 $117K
Creative Capital Management Investments LLC 0.04% No change 1,501 $114K
Ostrum Asset Management 0.01% Reduce -3.0% 1,479 $112K
Siemens Fonds Invest GmbH 0.01% Reduce -1.9% 1,411 $107K
Westside Investment Management, Inc. 0.02% Add +8.2% 1,384 $105K
Atwood & Palmer Inc. 0.01% Reduce -15.9% 1,268 $96K
Hilltop National Bank 0.02% No change 1,267 $96K
Blue Trust, Inc. 0.00% Reduce -6.6% 1,256 $95K
Spire Wealth Management 0.00% Add +37.1% 1,246 $95K
First Command Advisory Services, Inc. 0.00% Add +16.4% 1,225 $93K
Rogco, LP 0.03% No change 1,120 $85K
Beaird Harris Wealth Management, LLC 0.01% Add +0.5% 1,023 $78K
First Financial Corp. 0.03% No change 1,000 $76K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,000 $76K
IMA Advisory Services, Inc. 0.01% No change 1,000 $76K
Montag A & Associates Inc. 0.00% No change 1,000 $76K
HM Payson & Co. 0.00% No change 1,000 $76K
Cary Street Partners Investment Advisory LLC 0.03% Add +17.7% 979 $74K
Mowery & Schoenfeld Wealth Management, LLC 0.13% No change 976 $74K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $73K
Hantz Financial Services, Inc. 0.00% Add +11.1% 943 $72K
Truvestments Capital LLC 0.01% Add +6.0% 946 $72K
MAI Capital Management 0.00% Add +15.9% 927 $70K
Amica Retiree Medical Trust 0.10% Reduce -10.1% 922 $70K
Parkside Financial Bank & Trust 0.01% Reduce -3.9% 911 $69K
CVA Family Office, LLC 0.01% Add +7.6% 875 $67K
Hughes Financial Services, LLC 0.01% No change 842 $64K
Bfsg, LLC 0.01% Add +22.9% 817 $62K
City State Bank 0.02% No change 808 $61K
Rothschild Investment LLC 0.00% Add +7.6% 804 $61K
Toth Financial Advisory Corp. 0.01% Reduce -20.0% 800 $61K
SRH Advisors, LLC 0.02% No change 797 $61K
Whittier Trust Co. 0.00% No change 781 $60K
Centennial Bank 0.02% No change 777 $59K
Cromwell Holdings LLC 0.03% No change 772 $59K
Manning & Napier Advisors LLC 0.00% New 748 $57K
MV Capital Management, Inc. 0.01% No change 713 $54K
Zions Bancorporation, National Association 0.00% Add +1.0% 695 $53K
Pinnacle Bancorp, Inc. 0.02% Reduce -6.3% 693 $53K
Heritage Wealth Advisors 0.00% No change 658 $50K
Ameriflex Group, Inc. 0.02% Add +101.3% 644 $49K
Quarry LP 0.01% Add +1222.9% 635 $48K
Deseret Mutual Benefit Administrators 0.02% Reduce -2.6% 633 $48K
Tortoise Investment Management, LLC 0.00% Reduce -6.8% 630 $48K
CYBER HORNET ETFs LLC 0.03% Add +3.3% 627 $48K
Mechanics Financial Corp 0.02% No change 605 $46K
Delta Asset Management LLC 0.00% No change 605 $46K
DT Investment Partners, LLC 0.00% No change 600 $46K
Key Financial Inc 0.01% No change 598 $46K
Pacific Center for Financial Services 0.01% No change 598 $45K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -32.9% 577 $44K
Root Financial Partners, LLC 0.00% New 576 $44K
Independence Bank of Kentucky 0.01% No change 556 $42K
Clearstead Advisors, LLC 0.00% Add +11.5% 553 $42K
True Wealth Design, LLC 0.01% Add +14.2% 548 $42K
Sentry Investment Management LLC 0.03% New 525 $41K
CNB Bank 0.02% No change 538 $41K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $41K
Hemington Wealth Management 0.01% Reduce -0.4% 534 $40K
Glass Jacobson Investment Advisors llc 0.01% Reduce -49.5% 510 $39K
2UniFi Bank 0.02% No change 498 $38K
Fairscale Capital, LLC 0.03% No change 492 $37K
Carolina Wealth Advisors, LLC 0.02% No change 478 $36K
Avion Wealth 0.01% No change 486 $36K
Crewe Advisors LLC 0.00% Reduce -56.6% 473 $36K
LRI Investments, LLC 0.00% No change 467 $36K
SBI Securities Co., Ltd. 0.00% Reduce -0.4% 464 $35K
Private Trust Co. NA 0.00% Add +2.2% 456 $35K
Alpine Bank Wealth Management 0.00% Reduce -8.1% 429 $33K
Painted Porch Advisors LLC 0.01% No change 425 $32K
WPG Advisers, LLC 0.02% Add +2.8% 405 $31K
Summit Securities Group LLC 0.01% Add +157.1% 396 $30K
Walleye Capital LLC 0.00% New 391 $30K
Roxbury Financial LLC 0.03% Add +1.0% 389 $30K
CoreCap Advisors, LLC 0.00% Reduce -1.3% 382 $29K
Clearstead Trust, LLC 0.00% No change 381 $29K
Covestor Ltd 0.02% Reduce -7.5% 369 $28K
City Holding Co. 0.00% No change 358 $27K
Bruce G. Allen Investments, LLC 0.02% No change 352 $27K
Compass Financial Services Inc 0.01% Add +0.9% 349 $27K
Bogart Wealth, LLC 0.00% Add +2.4% 336 $26K
Pin Oak Investment Advisors Inc. 0.02% No change 330 $25K
FSA Wealth Management LLC 0.01% No change 330 $25K
Smithfield Trust Co 0.00% No change 330 $25K
JNBA Financial Advisors 0.00% Add +19.8% 327 $25K
Red Tortoise LLC 0.01% No change 312 $24K
WealthCollab, LLC 0.01% No change 304 $23K
Valley National Advisers Inc. 0.00% Add +1.0% 304 $23K
Lavaca Capital LLC 0.00% No change 300 $23K
Foster Dykema Cabot & Partners, LLC 0.00% No change 299 $23K
Strategic Wealth Partners, Ltd. 0.00% No change 274 $21K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $20K
Essential Partners LLC 0.01% Add +9.5% 266 $20K
Private Wealth Management Group, LLC 0.01% No change 260 $20K
Consultiva Wealth Management, Corp. 0.05% New 250 $19K
Steigerwald, Gordon & Koch Inc. 0.00% New 250 $19K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 250 $19K
GW&K Investment Management, LLC 0.00% No change 245 $19K
Acadian Asset Management LLC 0.00% No change 260 $19K
Motco 0.00% New 249 $19K
SouthState Bank Corp 0.00% Reduce -6.4% 249 $19K
NFSG Corp 0.00% No change 239 $18K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 240 $18K
Leonteq Securities AG 0.00% Add +23000.0% 231 $18K
Missouri Trust & Investment Co 0.01% No change 226 $17K
Evermay Wealth Management LLC 0.00% No change 220 $17K
Vermillion & White Wealth Management Group, LLC 0.01% No change 209 $16K
Transamerica Financial Advisors, LLC 0.00% New 201 $15K
Rossby Financial, LCC 0.01% No change 200 $15K
Flagship Wealth Advisors, LLC 0.01% No change 200 $15K
Bell Investment Advisors, Inc 0.00% Reduce -4.8% 198 $15K
Princeton Global Asset Management LLC 0.00% No change 195 $15K
TCTC Holdings, LLC 0.00% No change 184 $14K
Bank of New Hampshire 0.00% No change 179 $14K
Raleigh Capital Management Inc. 0.01% Add +1.1% 178 $14K
GF Fund Management Co. LTD. 0.00% No change 171 $13K
CGC Financial Services, LLC 0.00% No change 164 $12K
TruNorth Capital Management, LLC 0.00% New 160 $12K
Capital Analysts, LLC 0.00% Add +1.2% 170 $12K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 151 $11K
Physician Wealth Advisors, Inc. 0.00% Add +65.2% 147 $11K
Paladin Advisory Group, LLC 0.01% No change 145 $11K
Capital Advisors, Ltd. LLC 0.00% No change 149 $11K
Meeder Asset Management Inc. 0.00% New 140 $11K
Caitong International Asset Management Co., Ltd 0.01% New 136 $10K
Texas Capital Bancshares Inc 0.00% New 131 $10K
North Star Investment Management Corp. 0.00% No change 130 $10K
Binnacle Investments Inc 0.01% Add +635.3% 125 $10K
Aspect Partners, LLC 0.00% No change 119 $9K
Tsfg, LLC 0.00% No change 113 $9K
SJS Investment Consulting Inc. 0.00% Add +707.1% 113 $9K
Asset Dedication, LLC 0.00% Reduce -87.3% 113 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -5.1% 111 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 109 $8K
Gen-Wealth Partners Inc 0.00% No change 107 $8K
Dunhill Financial, LLC 0.00% Add +0.9% 107 $8K
Global X Japan Co., Ltd. 0.00% Reduce -25.4% 106 $8K
New England Capital Financial Advisors LLC 0.00% No change 100 $8K
Fortitude Family Office, LLC 0.00% No change 93 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 92 $7K
Prestige Wealth Management Group LLC 0.00% No change 85 $6K
Bellevue Asset Management, LLC 0.00% Add +1.2% 84 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 83 $6K
AdvisorNet Financial, Inc 0.00% Add +53.1% 75 $6K
Park Place Capital Corp 0.00% No change 74 $6K
Retirement Wealth Solutions LLC 0.00% Add +7200.0% 73 $6K
Armstrong Advisory Group, Inc. 0.00% No change 67 $5K
Financial Management Professionals, Inc. 0.00% No change 65 $5K
Hollencrest Capital Management 0.00% No change 65 $5K
GHP Investment Advisors, Inc. 0.00% No change 60 $5K
ORG Partners LLC 0.00% Add +20.8% 58 $4K
Salomon & Ludwin, LLC 0.00% New 57 $4K
Lowe Wealth Advisors, LLC 0.00% No change 55 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 54 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 58 $4K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 58 $4K
Financial Gravity Asset Management, Inc. 0.00% — 50 $4K
J.Safra Asset Management Corp 0.00% New 50 $4K
Howard Hughes Medical Institute 0.00% No change 49 $4K
Millstone Evans Group, LLC 0.00% New 48 $4K
Financial Consulate, Inc. 0.00% New 48 $4K
Country Trust Bank 0.00% New 46 $3K
Colonial Trust Co / SC 0.00% Add +462.5% 45 $3K
Cape Investment Advisory, Inc. 0.00% Reduce -39.7% 44 $3K
Thompson Investment Management, Inc. 0.00% New 38 $3K
Boreal Capital Management LLC 0.00% No change 37 $3K
Bartlett & Co. Wealth Management LLC 0.00% Add +1700.0% 36 $3K
JPL Wealth Management, LLC 0.00% New 35 $3K
TFC Financial Management, Inc. 0.00% No change 33 $3K
Nemes Rush Group LLC 0.00% No change 30 $2K
Accredited Wealth Management, LLC 0.00% Add +1310.3% 409 $2K
Cornerstone Planning Group LLC 0.00% Add +47.4% 28 $2K
Manchester Capital Management LLC 0.00% Reduce -84.9% 27 $2K
Aviso Financial Inc. 0.00% No change 27 $2K
Cloud Capital Management, LLC 0.00% New 28 $2K
Kilter Group LLC 0.00% No change 26 $2K
Heartwood Wealth Advisors LLC 0.00% New 23 $2K
Wealth Watch Advisors, INC 0.00% New 21 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 21 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.5% 21 $1K
Sachetta, LLC 0.00% No change 19 $1K
First Horizon Corp. 0.00% — 16 $1K
Nova Wealth Management, Inc. 0.00% Reduce -33.3% 14 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +27.3% 14 $1K
Clark Wealth Partners 0.00% Add +27.3% 14 $1K
Highline Wealth Partners LLC 0.00% No change 13 $988
Caitlin John, LLC 0.00% New 13 $978
Rialto Wealth Management, LLC 0.00% Add +300.0% 12 $913
S&T Bank 0.00% No change 12 $912
Proffitt & Goodson Inc. 0.00% New 11 $837
Rise Advisors, LLC 0.00% No change 10 $760
Orion Capital Management LLC 0.00% No change 10 $760
Activest Wealth Management 0.00% Add +42.9% 10 $760
WestEnd Advisors, LLC 0.00% New 10 $760
HFM Investment Advisors, LLC 0.00% No change 9 $684
Winnacle Wealth LLC 0.00% New 7 $539
Salem Investment Counselors Inc. 0.00% New 6 $457
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 6 $456
Strengthening Families & Communities, LLC 0.00% No change 5 $387
Elevation Wealth Partners, LLC 0.00% New 5 $381
Creative Financial Designs Inc. 0.00% No change 5 $380
West Branch Capital LLC 0.00% No change 4 $305
First Pacific Financial 0.00% Reduce -94.0% 3 $229
Imprint Wealth LLC 0.00% — 2 $152
High Note Wealth, LLC 0.00% Reduce -98.6% 2 $152
American Capital Advisory, LLC 0.00% New 1 $77
Rakuten Securities, Inc. 0.00% No change 1 $76
Loomis Sayles & Co. L P 0.00% No change 1 $47
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.