EvergyEVRG

13F holders, Q1 2026 (March 31)
924holders
91new positions
89sold out
9famous investors
$81.89avg. 13F price*

At the end of Q1 2026, 924 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, unchanged from Q4 2025. 91 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($2.1B), State Street Corp. ($1.3B) and Vanguard Capital Management LLC ($1.2B). 9 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions91$173.5M
Exits89$297.9M

All 13F filers, Q4 2025 → Q1 2026: 15,724,036 shares bought and 12,542,300 shares sold, net +3,181,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 924 holders

BlackRock, Inc. 0.04% Add +11.4% 25,483,010 $2.1B
State Street Corp. 0.05% Reduce -0.9% 16,457,617 $1.3B
Vanguard Capital Management LLC 0.03% — 14,544,400 $1.2B
Vanguard Portfolio Management LLC 0.05% — 12,273,910 $1.0B
FMR LLC 0.04% Add +5.3% 9,959,010 $815.8M
Invesco Ltd. 0.06% Reduce -1.2% 7,422,206 $608.0M
Geode Capital Management, LLC 0.03% Add +1.4% 6,533,964 $533.4M
Franklin Resources Inc. 0.13% Add +2.1% 6,222,045 $509.7M
Morgan Stanley 0.02% Add +23.2% 4,773,108 $391.0M
Federated Hermes, Inc. 0.49% Reduce -1.3% 3,711,940 $304.1M
JPMorgan Chase & Co. 0.02% Add +36.8% 3,020,857 $246.5M
American Century Companies Inc. 0.12% Reduce -2.4% 2,810,126 $230.2M
Bank of New York Mellon Corp 0.04% Add +2.5% 2,724,410 $223.2M
Northern Trust Corp. 0.03% Add +1.9% 2,670,303 $218.8M
Bank of America Corp. 0.02% Add +99.4% 2,659,114 $217.8M
Bluescape Energy Partners LLC 67.58% No change 2,657,473 $217.7M
Nuveen, LLC 0.06% Reduce -13.7% 2,503,270 $205.1M
Goldman Sachs Group Inc. 0.03% Add +39.5% 2,473,098 $202.6M
Magellan Asset Management Ltd 2.38% Reduce -6.9% 2,242,868 $183.7M
Charles Schwab Investment Management Inc. 0.03% Add +2.0% 2,231,787 $182.8M
Cohen & Steers, Inc. 0.31% Add +2.2% 2,169,187 $177.7M
Massachusetts Financial Services Co. 0.05% Reduce -4.6% 1,902,002 $158.8M
Truist Financial Corp. 0.21% Add +3.3% 1,908,444 $156.3M
Mitsubishi UFJ Trust & Banking Corp 0.37% Add +5.0% 1,829,131 $149.8M
Citadel Advisors 0.11% Add +99.2% 1,813,026 $148.5M
Duff & Phelps Investment Management Co. 1.41% Reduce -3.5% 1,655,860 $135.6M
Legal & General Group Plc 0.03% Reduce -1.6% 1,646,473 $134.9M
First Trust Advisors LP 0.09% Reduce -22.7% 1,467,647 $120.2M
Victory Capital Management Inc. 0.08% Reduce -3.8% 1,435,064 $117.6M
CBRE Investment Management Listed Real Assets LLC 1.69% New 1,389,642 $113.8M
Dimensional Fund Advisors LP 0.02% Add +1.9% 1,373,291 $112.5M
Vanguard Fiduciary Trust Co. 0.03% — 1,286,541 $105.4M
Tortoise Capital Advisors, L.L.C. 1.08% Reduce -7.1% 1,267,504 $103.8M
Deutsche Bank AG 0.03% Add +106.3% 1,238,709 $101.5M
Energy Income Partners, LLC 1.63% Add +1.2% 1,237,749 $101.4M
Brandes Investment Partners, LP 0.69% Add +4.2% 1,186,371 $97.2M
Envestnet Asset Management Inc. 0.02% Add +2.8% 1,131,602 $92.7M
Thrivent Financial for Lutherans 0.17% Add +1.9% 1,070,275 $87.7M
Empower Advisory Group, LLC 0.23% Add +5.4% 1,068,450 $87.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.9% 1,063,416 $87.1M
Gabelli Funds LLC 0.58% Reduce -1.6% 1,041,149 $85.3M
Thompson Siegel & Walmsley LLC 1.50% Reduce -11.6% 1,036,435 $84.9M
Jennison Associates LLC 0.06% Reduce -31.7% 992,503 $81.3M
ANTIPODES PARTNERS Ltd 1.55% Add +3.6% 983,388 $80.6M
Raymond James Financial Inc. 0.02% Reduce -4.2% 979,024 $80.1M
Vaughan Nelson Investment Management, L.P. 0.80% Add +25.9% 967,304 $79.2M
ExodusPoint Capital Management, LP 0.78% Reduce -16.3% 959,416 $78.6M
UBS Group AG 0.01% Reduce -15.1% 914,555 $74.9M
AQR Capital Management 0.03% Reduce -8.7% 885,691 $71.9M
Barclays PLC 0.02% Reduce -10.3% 822,116 $67.3M
Freestone Grove Partners LP 0.44% Reduce -13.3% 740,962 $60.7M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -40.0% 724,382 $59.3M
Gotham Asset Management 0.18% Add +5.8% 718,670 $58.9M
Treasurer of the State of North Carolina 0.18% Add +9.5% 699,185 $57.3M
Swiss National Bank 0.03% Add +7.1% 675,726 $55.4M
RNC Capital Management LLC 2.36% Reduce -5.2% 659,517 $54.0M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.6% 638,590 $52.3M
HSBC Holdings PLC 0.03% Reduce -47.6% 637,262 $52.2M
Old Republic International Corp. 2.04% Reduce -13.7% 627,561 $51.4M
Russell Investments Group, Ltd. 0.05% Reduce -10.1% 579,884 $47.5M
Quantinno Capital Management LP 0.08% Add +37.5% 549,716 $45.0M
Allianz Asset Management GmbH 0.05% Reduce -9.5% 549,227 $45.0M
Jones Financial Companies LLLP 0.02% Add +209.7% 550,238 $44.5M
California Public Employees Retirement System 0.03% Reduce -11.7% 538,644 $44.1M
BNP Paribas Financial Markets 0.03% Add +2.2% 529,380 $43.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.9% 528,399 $43.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +8.1% 517,130 $42.4M
Renaissance Technologies 0.07% Reduce -37.4% 507,902 $41.6M
Vanguard Global Advisers, LLC 0.02% — 501,003 $41.0M
Natixis Advisors, LLC 0.06% Add +50.8% 493,977 $40.5M
Bank of Montreal 0.02% Add +71.1% 491,722 $40.3M
HITE Hedge Asset Management LLC 2.23% Reduce -18.0% 480,895 $39.4M
CIBC Bancorp USA Inc. 0.05% — 480,707 $39.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Add +8.9% 470,889 $38.6M
Millennium Management 0.03% Add +333.9% 457,299 $37.5M
T. Rowe Price Associates Inc. 0.00% Reduce -8.8% 440,097 $36.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 429,860 $35.2M
Cramer Rosenthal McGlynn LLC 2.57% Reduce -10.1% 426,900 $35.0M
Focus Partners Wealth 0.04% Add +2.9% 411,084 $33.7M
New York State Common Retirement Fund 0.05% No change 399,850 $32.8M
Rhumbline Advisers 0.03% Reduce -1.9% 397,495 $32.6M
Crawford Investment Counsel Inc. 0.55% Add +1.7% 390,402 $32.0M
GW Henssler & Associates Ltd. 1.48% Add +0.6% 382,547 $31.3M
Two Sigma Investments, LP 0.03% Add +369.0% 377,528 $30.9M
Creative Planning 0.02% Add +64.0% 375,646 $30.8M
Wells Fargo & Company 0.01% Add +13.4% 372,591 $30.5M
Verition Fund Management LLC 0.31% Add +700.5% 371,549 $30.4M
Alps Advisors Inc. 0.13% Reduce -5.8% 341,525 $28.0M
Stifel Financial Corp. 0.03% Add +3.2% 332,776 $27.3M
Mercer Global Advisors Inc. 0.04% Add +3.3% 302,333 $24.8M
Susquehanna Portfolio Strategies, LLC 0.36% No change 292,952 $24.0M
GAMCO Investors 0.23% Reduce -2.1% 285,381 $23.4M
Cullen/Frost Bankers, Inc. 0.27% Reduce -9.9% 285,153 $23.4M
Cwm, LLC 0.06% Reduce -2.7% 280,007 $22.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -39.2% 276,892 $22.7M
California State Teachers Retirement System 0.02% Reduce -0.4% 274,168 $22.5M
Royal Bank of Canada 0.00% Add +5.1% 273,184 $22.4M
Citigroup Inc. 0.01% Reduce -31.9% 265,222 $21.7M
Principal Financial Group Inc. 0.01% Reduce -3.4% 259,975 $21.3M
Sei Investments Co. 0.02% Add +8.3% 252,452 $20.7M
Alliancebernstein L.P. 0.01% Reduce -13.2% 283,352 $20.5M
HRT Financial LP 0.05% Add +21.4% 246,820 $20.2M
Nomura Asset Management International Inc. 0.03% New 244,896 $20.1M
Brookfield Corp 0.03% Reduce -34.9% 237,114 $19.4M
Investment Management Corp of Ontario 0.25% Add +1410.6% 235,286 $19.3M
Vanguard Investments Australia, Ltd. 0.05% — 222,867 $18.3M
Nomura Holdings Inc. 0.15% Add +257.4% 222,168 $18.2M
State Board of Administration of Florida Retirement System 0.03% No change 220,733 $18.1M
Guggenheim Capital LLC 0.14% Reduce -2.0% 218,785 $17.9M
First Citizens Bank & Trust Co. 0.36% Add +65.2% 210,622 $17.3M
Wedge Capital Management L L P 0.32% Reduce -1.5% 210,240 $17.2M
Hudson Bay Capital Management LP 0.11% Add +66.9% 206,949 $17.0M
Ameriprise Financial Inc. 0.00% Reduce -5.1% 204,397 $16.7M
Oppenheimer Asset Management Inc. 0.19% Add +1.5% 203,254 $16.7M
Envestnet Portfolio Solutions, Inc. 0.09% Add +59.3% 201,188 $16.5M
Balyasny Asset Management L.P. 0.03% Reduce -34.3% 200,696 $16.4M
Canada Pension Plan Investment Board 0.01% Reduce -47.6% 199,313 $16.3M
Amundi 0.00% Add +3.9% 198,160 $16.2M
LPL Financial LLC 0.00% Add +1.1% 197,638 $16.2M
Squarepoint Ops LLC 0.03% Reduce -13.4% 192,601 $15.8M
New York State Teachers Retirement System 0.03% No change 191,506 $15.7M
Picton Mahoney Asset Management 0.16% Add +7.5% 185,564 $15.2M
Edgestream Partners, L.P. 0.50% Add +15.7% 184,292 $15.1M
Illinois Municipal Retirement Fund 0.18% Reduce -13.3% 172,070 $14.1M
SG Americas Securities, LLC 0.02% Add +75.8% 171,773 $14.1M
Macquarie Group Ltd. 0.08% Reduce -2.9% 170,661 $14.0M
M&T Bank Corp 0.05% Reduce -1.2% 168,612 $13.8M
Wealthfront Advisers LLC 0.03% Add +5.5% 162,656 $13.3M
Occudo Quantitative Strategies LP 0.72% Add +42.1% 159,320 $13.2M
Exencial Wealth Advisors, LLC 0.41% Reduce -4.2% 160,453 $13.1M
Bridgewater Associates 0.06% Add +42.0% 154,471 $12.7M
QRG Capital Management, Inc. 0.13% Add +7.9% 151,560 $12.4M
Leeward Investments, LLC - MA 0.61% Reduce -3.3% 150,816 $12.4M
CIBC Asset Management Inc 0.03% Reduce -0.3% 150,679 $12.3M
Verbena Value LP 2.00% Reduce -60.1% 149,300 $12.2M
ArrowMark Colorado Holdings LLC 0.32% Reduce -9.8% 148,000 $12.1M
Vestcor Inc 0.32% Reduce -18.1% 142,765 $11.7M
Advocate Group LLC 1.81% Reduce -0.1% 141,388 $11.6M
State of Wisconsin Investment Board 0.03% Add +12.8% 137,963 $11.3M
Schaper Benz & Wise Investment Counsel Inc. 0.86% Reduce -0.6% 137,424 $11.3M
Neuberger Berman Group LLC 0.01% Reduce -0.0% 131,152 $10.7M
Bryn Mawr Trust Advisors, LLC 0.51% Reduce -0.1% 129,453 $10.6M
Toronto Dominion Bank 0.02% Add +58.6% 128,880 $10.6M
Van Eck Associates Corp. 0.01% Add +1.5% 127,805 $10.5M
Captrust Financial Advisors 0.02% Reduce -24.1% 125,755 $10.3M
Cetera Investment Advisers 0.01% Reduce -4.5% 125,332 $10.3M
Ensign Peak Advisors, Inc 0.02% Add +3.8% 119,939 $9.8M
Sagefield Capital LP 0.71% Reduce -16.1% 119,819 $9.8M
Voya Investment Management LLC 0.01% Add +4.2% 116,743 $9.6M
Mackenzie Financial Corp. 0.01% Reduce -13.7% 116,560 $9.5M
HighTower Advisors, LLC 0.01% Add +1.9% 116,328 $9.5M
BW Gestao de Investimentos Ltda. 0.42% Reduce -48.2% 114,100 $9.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.9% 113,529 $9.3M
Asset Management One Co., Ltd. 0.03% Reduce -3.0% 111,641 $9.1M
Prudential Financial Inc. 0.01% Reduce -11.4% 111,344 $9.1M
Mutual of America Capital Management LLC 0.10% Reduce -0.6% 109,975 $9.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.8% 109,581 $9.0M
Fifth Third Bancorp 0.02% Add +152.3% 108,759 $8.9M
Viking Fund Management LLC 0.84% No change 100,000 $8.2M
APG Asset Management N.V. 0.03% Reduce -2.0% 113,861 $8.1M
Eurizon Capital SGR S.p.A. 0.02% Add +16.2% 97,584 $8.0M
Franklin Street Advisors Inc. 0.48% Add +2.7% 95,549 $7.8M
Edgemoor Investment Advisors, Inc. 0.61% Add +3.7% 93,923 $7.7M
New Age Alpha Advisors, LLC 0.34% Add +5.5% 89,775 $7.4M
Capital Fund Management S.A. 0.06% Add +749.7% 88,102 $7.2M
TD Asset Management Inc 0.01% Add +4.2% 87,680 $7.2M
Susquehanna International Group, LLP 0.01% Add +12.6% 85,600 $7.0M
Worldquant Millennium Advisors LLC 0.03% Add +42.8% 85,395 $7.0M
Sit Investment Associates Inc. 0.14% Reduce -6.2% 85,070 $7.0M
State of Tennessee, Department of Treasury 0.02% Reduce -23.6% 83,026 $6.8M
Oppenheimer & Co. Inc. 0.08% Reduce -0.1% 81,013 $6.6M
Commonwealth Equity Services, LLC 0.01% Add +6.2% 80,132 $6.6M
Resona Asset Management Co.,Ltd. 0.03% Add +3.3% 79,280 $6.5M
Nomura Asset Management Co. Ltd. 0.02% Add +0.7% 78,821 $6.5M
Orion Porfolio Solutions, LLC 0.05% Reduce -7.5% 76,531 $6.3M
Assenagon Asset Management S.A. 0.01% Reduce -37.9% 75,803 $6.2M
Alpine Woods Capital Investors, LLC 1.49% Add +13.4% 75,695 $6.2M
First Manhattan Co. Llc. 0.02% Reduce -5.0% 74,105 $6.1M
Nisa Investment Advisors, LLC 0.02% Add +1.4% 73,818 $6.0M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -2.7% 73,137 $6.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -45.1% 72,561 $5.9M
Public Employees Retirement System of Ohio 0.02% Reduce -2.8% 72,554 $5.9M
State of New Jersey Common Pension Fund D 0.02% No change 70,384 $5.8M
Tidal Investments LLC 0.02% Add +165.5% 69,544 $5.7M
Corient Private Wealth LP 0.01% Add +13.3% 69,694 $5.6M
Cerity Partners LLC 0.01% Reduce -40.3% 67,525 $5.5M
PNC Financial Services Group, Inc. 0.00% Add +7.1% 67,383 $5.5M
State of Michigan Retirement System 0.03% Reduce -0.1% 66,381 $5.4M
Midwest Trust Co 0.07% Reduce -6.7% 65,885 $5.4M
Public Sector Pension Investment Board 0.02% Add +11.8% 65,505 $5.4M
Schonfeld Strategic Advisors LLC 0.04% Reduce -59.1% 64,725 $5.3M
Clearbridge Investments, LLC 0.00% Add +0.2% 63,652 $5.2M
Summit Global Investments 0.30% Reduce -3.4% 63,001 $5.2M
Czech National Bank 0.03% Add +3.3% 62,698 $5.1M
National Bank of Canada 0.01% Reduce -43.2% 61,575 $5.1M
Aventail Capital Group, LP 0.25% Reduce -45.1% 62,555 $5.1M
Arizona State Retirement System 0.03% Reduce -0.9% 62,555 $5.1M
Howard Capital Management, LLC 0.08% Add +0.0% 60,804 $5.0M
Bank of Nova Scotia 0.01% Reduce -2.1% 60,607 $5.0M
HUB Investment Partners, LLC 0.12% Reduce -13.8% 60,333 $4.9M
Cary Street Partners Financial LLC 0.12% Add +0.9% 59,792 $4.9M
Credit Agricole S A 0.02% Reduce -16.4% 59,343 $4.9M
Lifeworks Advisors, LLC 0.61% Add +7.8% 58,211 $4.8M
Assetmark, Inc. 0.01% Add +5.1% 56,235 $4.6M
Ledyard National Bank 0.39% Reduce -2.2% 54,789 $4.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +0.3% 54,037 $4.4M
Systematic Financial Management LP 0.10% Reduce -2.7% 53,900 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +114.0% 53,837 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 53,789 $4.4M
SVB Wealth LLC 0.28% Add +69.4% 51,775 $4.2M
IFM Investors Pty Ltd 0.04% Add +3.9% 51,209 $4.2M
Retirement Systems of Alabama 0.01% Reduce -0.2% 48,887 $4.0M
Oxbow Advisors, LLC 0.34% Add +1.3% 48,493 $4.0M
Baird Financial Group, Inc. 0.01% Add +1.6% 48,445 $4.0M
Trilogy Capital Inc. 0.17% Reduce -1.6% 47,085 $3.9M
Pictet Asset Management Holding SA 0.00% Reduce -0.2% 46,906 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.0% 46,344 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.3% 46,225 $3.8M
State of Alaska, Department of Revenue 0.04% Add +1.0% 46,106 $3.8M
Amalgamated Bank 0.03% Add +7.5% 46,061 $3.8M
Foresight Capital Management Advisors, Inc. 2.08% Reduce -2.2% 45,675 $3.7M
Moneta Group Investment Advisors LLC 0.03% Add +0.2% 45,565 $3.7M
Woodline Partners LP 0.01% Add +14.8% 45,092 $3.7M
Bailard, Inc. 0.08% Add +0.0% 45,026 $3.7M
Daiwa Securities Group Inc. 0.01% Add +13.5% 44,662 $3.7M
Xponance LLC 0.03% Add +9.7% 43,872 $3.6M
Pathway Financial Advisers, LLC 1.02% Add +0.8% 43,802 $3.6M
Icon Advisers Inc. 0.85% Reduce -10.3% 43,800 $3.6M
Oak Thistle LLC 0.35% Reduce -6.1% 43,390 $3.6M
Mathes Company, Inc. 1.28% Add +3.5% 42,450 $3.5M
Advisors Asset Management, Inc. 0.06% Add +4.0% 41,708 $3.4M
Great Lakes Advisors, LLC 0.03% Add +296.9% 41,697 $3.4M
Fideuram Asset Management (Ireland) dac 0.42% Add +5763.1% 44,032 $3.3M
Farmers & Merchants Investments Inc. 0.09% Reduce -0.9% 40,445 $3.3M
US Bancorp \de 0.00% Reduce -0.8% 40,425 $3.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 40,300 $3.3M
Osaic Holdings, Inc. 0.00% Reduce -4.6% 40,275 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -4.1% 39,735 $3.3M
Inspire Advisors, LLC 0.26% Reduce -5.7% 38,489 $3.2M
SummitTX Capital, L.P. 0.10% Reduce -76.1% 38,207 $3.1M
Mirabella Financial Services LLP 0.32% New 37,962 $3.1M
Commerce Bank 0.01% Add +8.1% 37,840 $3.1M
Utah Retirement Systems 0.03% Reduce -1.6% 37,364 $3.1M
Aberdeen Group plc 0.00% Reduce -52.8% 36,849 $3.0M
Intech Investment Management LLC 0.03% Add +18.7% 36,084 $3.0M
Inspire Investing, LLC 0.17% Add +33.2% 35,826 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -17.0% 35,272 $2.9M
ProShare Advisors LLC 0.00% Reduce -19.9% 35,236 $2.9M
Police & Firemen's Retirement System of New Jersey 0.02% No change 35,213 $2.9M
O'shaughnessy Asset Management, LLC 0.01% Add +19.2% 34,519 $2.8M
Prospera Financial Services Inc 0.05% Reduce -1.5% 34,404 $2.8M
First PREMIER Bank 0.64% Reduce -2.5% 34,047 $2.8M
Rakuten Investment Management, Inc. 0.01% Add +12.8% 34,166 $2.8M
Conning Inc. 0.10% Reduce -0.5% 33,917 $2.8M
MML Investors Services, LLC 0.01% Reduce -3.5% 33,796 $2.8M
Dark Forest Capital Management LP 0.24% Add +32.0% 33,674 $2.8M
Sequoia Financial Advisors, LLC 0.02% Add +1.0% 33,628 $2.8M
Johnson Financial Group, Inc. 0.10% Add +1.3% 33,597 $2.8M
Man Group plc 0.01% Add +0.7% 33,279 $2.7M
NEOS Investment Management LLC 0.01% Add +8.4% 32,989 $2.7M
Acadian Asset Management LLC 0.00% Add +12544.6% 32,876 $2.7M
Ranch Capital Advisors Inc. 0.98% Add +4.5% 32,594 $2.7M
New York Life Investment Management LLC 0.02% Add +1.3% 32,143 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.2% 31,732 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.5% 31,706 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +1.3% 30,755 $2.5M
Community Bank of Raymore 1.64% Add +3.7% 29,914 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +7.3% 29,810 $2.4M
Headlands Technologies LLC 0.27% Add +343.9% 29,416 $2.4M
Polymer Capital Management (US) LLC 0.36% New 29,320 $2.4M
Patton Fund Management, Inc. 0.40% Reduce -62.8% 29,007 $2.4M
UniSuper Management Pty Ltd 0.02% Reduce -8.1% 28,886 $2.4M
WealthTrust Axiom LLC 0.58% Reduce -0.7% 28,659 $2.3M
Prevail Innovative Wealth Advisors, LLC 0.40% Add +15.9% 28,649 $2.3M
Park Avenue Securities LLC 0.02% Add +24.7% 28,553 $2.3M
Pinebridge Investments LLC 0.02% Add +197.1% 28,210 $2.3M
Brookstone Capital Management 0.03% Add +9.2% 28,206 $2.3M
DC Investments Management, LLC 0.87% No change 27,863 $2.3M
Advisory Services Network, LLC 0.03% Add +3.9% 27,478 $2.3M
Swiss Life Asset Management Ltd 0.01% Add +11.9% 27,323 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -21.1% 26,882 $2.2M
Oregon Public Employees Retirement Fund 0.03% Add +0.4% 26,416 $2.2M
NewEdge Advisors, LLC 0.01% Add +38.0% 26,362 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 26,178 $2.1M
CreativeOne Wealth, LLC 0.05% Add +0.4% 26,082 $2.1M
LaFleur & Godfrey LLC 0.26% Add +0.8% 25,557 $2.1M
Glenmede Trust Co. NA 0.01% Add +0.5% 25,385 $2.1M
Jane Street Group, LLC 0.00% Reduce -54.3% 25,369 $2.1M
Allstate Corp. 0.02% Add +44.3% 25,347 $2.1M
Two Sigma Securities, LLC 0.23% New 24,685 $2.0M
Hennion & Walsh Asset Management, Inc. 0.07% Add +20.7% 24,523 $2.0M
Steel Grove Capital Advisors, LLC 0.21% Add +5.8% 24,506 $2.0M
Aquatic Capital Management LLC 0.06% Reduce -77.8% 24,146 $2.0M
Martingale Asset Management L P 0.05% Reduce -36.5% 24,112 $2.0M
Graham Capital Management, L.P. 0.09% Reduce -41.5% 23,978 $2.0M
Retirement Planning Group, LLC 0.06% Add +0.6% 23,659 $1.9M
Schroder Investment Management Group 0.00% Add +7.7% 23,668 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -75.4% 22,981 $1.9M
&partners 0.01% Reduce -4.8% 22,966 $1.9M
Korea Investment CORP 0.00% Reduce -92.7% 22,930 $1.9M
Miller Howard Investments Inc. 0.05% Add +8.4% 22,770 $1.9M
Summit Trail Advisors, LLC 0.03% Reduce -0.2% 22,610 $1.9M
Defiance ETFs, LLC 0.03% New 22,392 $1.8M
United Capital Financial Advisors, LLC 0.01% Add +20.3% 21,906 $1.8M
Pathstone Holdings, LLC 0.01% Add +1.3% 21,682 $1.8M
J.W. Cole Advisors, Inc. 0.06% Add +0.6% 21,621 $1.8M
Voloridge Investment Management, LLC 0.01% Reduce -84.0% 21,485 $1.8M
Vestmark Advisory Solutions, Inc. 0.02% Add +89.0% 21,445 $1.8M
Westpac Banking Corp. 0.12% Add +1.1% 21,332 $1.7M
Schnieders Capital Management, Llc. 0.28% Reduce -0.6% 21,212 $1.7M
Sanctuary Advisors, LLC 0.01% Add +10.9% 21,021 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -4.6% 20,732 $1.7M
GMO 0.00% Add +28.5% 20,654 $1.7M
Public Employees Retirement Association of Colorado 0.01% No change 20,530 $1.7M
Landscape Capital Management, L.L.C. 0.11% New 20,499 $1.7M
Wilmington Savings Fund Society, FSB 0.04% Add +2.3% 20,175 $1.7M
Private Advisor Group, LLC 0.01% Reduce -1.5% 19,889 $1.6M
Janus Henderson Group PLC 0.00% Add +60.5% 19,832 $1.6M
XTX Topco Ltd 0.03% Reduce -65.5% 19,457 $1.6M
Lido Advisors, LLC 0.01% Reduce -12.5% 19,348 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 19,029 $1.6M
Brevan Howard Capital Management LP 0.02% Reduce -54.4% 18,921 $1.6M
DekaBank Deutsche Girozentrale 0.00% No change 18,563 $1.5M
Davis Capital Management 1.04% Add +3.9% 18,805 $1.5M
IHT Wealth Management, LLC 0.04% Reduce -2.5% 18,707 $1.5M
Rafferty Asset Management, LLC 0.01% Reduce -26.5% 18,629 $1.5M
Brookmont Capital Management 0.84% Add +8.5% 18,293 $1.5M
UMB Bank, n.a. 0.02% Reduce -1.6% 18,058 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,043 $1.5M
GAMMA Investing LLC 0.07% Add +7.0% 17,942 $1.5M
Meeder Advisory Services, Inc. 0.06% Add +22.6% 17,823 $1.5M
Gulf International Bank (UK) Ltd 0.03% Add +41.4% 17,777 $1.5M
Spirit of America Management Corp. 0.29% Add +6.0% 17,750 $1.5M
Ethic Inc. 0.02% Add +0.2% 17,721 $1.5M
Ninepoint Partners LP 0.17% New 17,684 $1.4M
Integrity Alliance, Llc. 0.05% Add +1.1% 17,351 $1.4M
National Pension Service 0.00% Add +89.6% 17,179 $1.4M
Twin Capital Management Inc. 0.18% Add +1.5% 16,910 $1.4M
Greenland Capital Management LP 0.31% Reduce -48.1% 16,720 $1.4M
Prudent Man Advisors, LLC 0.41% Add +58.3% 16,492 $1.4M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -66.2% 16,431 $1.3M
Twinbeech Capital LP 0.14% Add +20.5% 16,421 $1.3M
Allworth Financial LP 0.01% Add +65.4% 16,398 $1.3M
KBC Group NV 0.00% No change 16,391 $1.3M
Janney Montgomery Scott LLC 0.00% Add +23.3% 16,189 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -36.5% 15,856 $1.3M
Kestra Advisory Services, LLC 0.00% Add +0.8% 15,829 $1.3M
Jain Global LLC 0.02% New 15,686 $1.3M
Vident Advisory, LLC 0.01% Add +77.6% 15,652 $1.3M
Chicago Partners Investment Group LLC 0.03% Add +13.1% 15,888 $1.3M
DGS Capital Management, LLC 0.21% Add +20.1% 15,327 $1.3M
Goelzer Investment Management, Inc. 0.06% Add +3.1% 15,254 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +18.1% 15,171 $1.2M
Keybank National Association 0.00% Reduce -12.7% 15,104 $1.2M
Dynamic Technology Lab Private Ltd 0.20% Reduce -53.1% 14,964 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +35.5% 14,915 $1.2M
RIA Advisory Group LLC 0.29% Add +10.2% 14,699 $1.2M
Catherine Avery Investment Management LLC 0.52% Reduce -7.4% 14,148 $1.2M
Caprock Group, LLC 0.03% Reduce -34.9% 14,059 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +66.1% 14,030 $1.1M
Mizuho Securities USA LLC 0.03% Reduce -17.0% 13,917 $1.1M
Albion Financial Group 0.07% Add +3.9% 13,690 $1.1M
Jump Financial, LLC 0.02% New 13,496 $1.1M
Sierra Summit Advisors LLC 0.16% Add +5.7% 13,483 $1.1M
SeaCrest Wealth Management, LLC 0.12% No change 13,312 $1.1M
Hartford Investment Management Co. 0.03% Reduce -1.2% 13,254 $1.1M
Nordea Investment Management AB 0.00% New 13,392 $1.1M
TD Private Client Wealth LLC 0.02% Add +84.8% 13,213 $1.1M
Nicolet Bankshares Inc. 0.04% Add +64.1% 13,127 $1.1M
44 Wealth Management LLC 0.37% Add +96.8% 13,064 $1.1M
Farther Finance Advisors, LLC 0.01% Add +11.2% 12,937 $1.1M
Alerus Financial NA 0.05% New 12,755 $1.0M
Royal London Asset Management Ltd. 0.00% No change 12,753 $1.0M
Financial Partners Group, Inc 0.12% Reduce -0.6% 12,738 $1.0M
DRW Securities, LLC 0.06% New 12,629 $1.0M
Gibson Wealth Advisors LLC 0.69% No change 12,596 $1.0M
AGH Wealth Advisors, LLC 0.76% No change 12,579 $1.0M
Iams Wealth Management, LLC 0.36% Reduce -2.7% 12,498 $1.0M
Parallel Advisors, LLC 0.02% Add +17.9% 12,411 $1.0M
HB Wealth Management, LLC 0.01% Add +28.0% 12,193 $999K
WCG Wealth Advisors LLC 0.03% Add +0.1% 12,071 $989K
Adamsbrown Wealth Consultants LLC 0.26% Reduce -36.0% 11,987 $982K
OneDigital Investment Advisors LLC 0.01% Reduce -6.8% 11,966 $980K
Contravisory Investment Management, Inc. 0.20% Add +0.8% 11,833 $969K
Turning Point Benefit Group, Inc. 0.61% Reduce -2.1% 11,691 $961K
Louisiana State Employees Retirement System 0.02% Reduce -0.8% 11,700 $958K
Integrated Wealth Concepts LLC 0.01% New 11,670 $956K
Boothbay Fund Management, LLC 0.02% Add +1.8% 11,322 $927K
Bleakley Financial Group, LLC 0.01% Add +7.5% 11,225 $920K
Maryland State Retirement & Pension System 0.02% No change 11,187 $916K
Atlantic Union Bankshares Corp 0.02% Add +12.4% 11,133 $912K
Trust Co 0.09% Reduce -0.7% 11,103 $910K
Atria Investments, Inc 0.01% Add +11.0% 11,099 $909K
Exchange Traded Concepts, LLC 0.01% Reduce -10.1% 11,046 $905K
Vinva Investment Management Ltd 0.01% New 10,986 $896K
Pallas Capital Advisors LLC 0.03% Reduce -3.3% 10,696 $876K
Choreo, LLC 0.01% Add +0.4% 10,677 $875K
New Mexico Educational Retirement Board 0.03% No change 10,650 $872K
Merit Financial Group, LLC 0.01% Add +71.2% 10,508 $861K
Moors & Cabot, Inc. 0.04% Reduce -2.5% 10,461 $857K
Gsa Capital Partners LLP 0.05% Add +43.5% 10,378 $850K
Horizon Investments, LLC 0.01% Reduce -64.4% 10,312 $845K
NFSG Corp 0.14% Reduce -2.9% 10,257 $840K
FAS Wealth Partners, Inc. 0.05% Add +77.5% 10,235 $838K
AE Wealth Management LLC 0.00% Add +24.0% 10,218 $837K
Evolve Private Wealth, LLC 0.04% Add +4.1% 10,161 $832K
Rockland Trust Co. 0.03% Reduce -0.1% 10,105 $828K
Reaves W H & Co. Inc. 0.01% Add +1.6% 10,087 $826K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 10,030 $822K
Norinchukin Bank, The 0.01% Add +0.6% 10,022 $821K
Aster Capital Management (DIFC) Ltd 0.27% Add +597.7% 11,763 $811K
Pinnacle Financial Partners, Inc. 0.01% Add +0.3% 9,848 $807K
Vise Technologies, Inc. 0.02% No change 11,124 $806K
Atom Investors LP 0.06% Add +129.6% 9,760 $800K
Ground Swell Capital, LLC 1.65% New 9,741 $798K
CoreFirst Bank & Trust 0.42% Add +7.8% 9,691 $794K
Empowered Funds, LLC 0.01% Add +45.7% 9,625 $788K
Evergreen Capital Management LLC 0.02% Add +4.7% 9,533 $781K
Huber Capital Management LLC 0.12% Reduce -42.3% 9,502 $778K
Northwest & Ethical Investments L.P. 0.02% No change 9,387 $776K
MUFG Securities EMEA plc 0.01% No change 9,446 $774K
Principal Securities, Inc. 0.01% Add +17.9% 9,341 $765K
Lazard Asset Management LLC 0.00% Reduce -9.0% 9,316 $763K
Gateway Investment Advisers LLC 0.01% Reduce -83.8% 9,302 $762K
Fairview Capital Investment Management, LLC 0.04% Add +2.5% 9,221 $755K
Amica Mutual Insurance Co. 0.06% No change 9,181 $752K
S&A Financial Services, Inc. 0.51% — 9,141 $749K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.8% 9,018 $739K
SBI Okasan Asset Management Co.Ltd. 0.03% No change 9,000 $734K
Caxton Associates LLP 0.02% No change 8,952 $733K
Moody National Bank Trust Division 0.07% Add +1.3% 8,921 $731K
Federation des caisses Desjardins du Quebec 0.00% Add +25.1% 8,901 $729K
Smith, Moore & Co. 0.05% Reduce -9.1% 8,855 $725K
Modern Wealth Management, LLC 0.01% Add +2.5% 8,736 $719K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -4.9% 8,764 $717K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +19.5% 8,754 $717K
Mgo One Seven LLC 0.01% Add +7.9% 8,706 $713K
Heartland Bank & Trust Co 0.16% Add +3.3% 8,694 $712K
Sterling Capital Management LLC 0.01% Reduce -54.8% 8,558 $701K
Praxis Investment Management Inc. 0.04% No change 8,550 $700K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +22.4% 8,542 $700K
Virtus Advisers, LLC 0.33% No change 8,525 $698K
Saudi Central Bank 0.01% New 8,497 $696K
Compound Planning, Inc. 0.02% Add +0.2% 8,489 $695K
Signaturefd, LLC 0.01% Add +10.7% 8,455 $693K
Frec Markets, Inc. 0.12% Add +155.1% 8,435 $691K
Potomac Fund Management Inc. 0.02% Add +4.4% 8,364 $685K
Brighton Jones LLC 0.02% New 8,321 $682K
Kestra Private Wealth Services, LLC 0.01% Add +30.4% 8,281 $678K
Sound Income Strategies, LLC 0.03% Reduce -95.5% 8,213 $676K
Syon Capital LLC 0.03% Add +2.1% 8,213 $673K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -8.4% 8,200 $672K
Ascentis Independent Advisors 0.05% Add +96.4% 8,161 $669K
Banco Santander, S.A. 0.01% New 8,110 $664K
Verity Asset Management, Inc. 0.27% Reduce -10.5% 7,987 $654K
World Investment Advisors 0.01% Reduce -12.4% 7,978 $654K
EP Wealth Advisors, LLC 0.00% Reduce -14.9% 7,902 $647K
Callan Family Office, LLC 0.01% Reduce -5.1% 7,872 $645K
Wealthcare Advisory Partners LLC 0.01% Reduce -30.8% 7,856 $644K
Profund Advisors LLC 0.02% Reduce -31.3% 7,854 $643K
Empirical Finance, LLC 0.03% Reduce -0.1% 7,813 $640K
V-Square Quantitative Management LLC 0.07% Add +28.8% 7,806 $639K
Coldstream Capital Management Inc. 0.01% Add +11.2% 7,710 $632K
Intrua Financial, LLC 0.07% Add +0.1% 7,702 $631K
Inscription Capital, LLC 0.07% Add +3.1% 7,582 $621K
Altfest L J & Co. Inc. 0.07% Reduce -1.9% 7,511 $615K
Jeppson Wealth Management, LLC 0.19% Reduce -0.3% 7,405 $607K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 7,366 $603K
Sunbelt Securities, Inc. 0.04% Reduce -6.6% 7,348 $602K
Harbour Investments, Inc. 0.01% Add +390.9% 7,182 $588K
Novak & Powell Financial Services, Inc. 0.32% Add +0.8% 7,162 $587K
Ti-Trust, Inc. 0.35% Add +1.4% 7,147 $585K
Axq Capital, LP 0.07% Reduce -76.7% 7,098 $581K
Trexquant Investment LP 0.00% New 7,095 $581K
MainStreet Investment Advisors LLC 0.09% Reduce -1.7% 7,088 $581K
Benjamin Edwards Inc. 0.01% Reduce -2.9% 7,017 $575K
JMN Financial LLC 0.56% Add +12.8% 6,944 $569K
Prime Capital Investment Advisors, LLC 0.01% Reduce -22.8% 6,830 $560K
North Dakota State Investment Board 0.02% Reduce -14.8% 6,729 $551K
Sagewood Asset Management LP 0.17% Add +46.4% 6,686 $548K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -5.5% 6,710 $547K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 6,660 $546K
Krilogy Financial LLC 0.02% Add +23.1% 6,536 $536K
Kingsview Wealth Management, LLC 0.01% Add +1.1% 6,526 $535K
Metis Global Partners, LLC 0.01% Reduce -10.9% 6,521 $534K
Arkadios Wealth Advisors 0.01% Add +20.6% 6,482 $531K
Blair William & Co. 0.00% Reduce -9.3% 6,456 $529K
Steph & Co. 0.15% Add +0.1% 6,455 $529K
Savant Capital, LLC 0.00% Add +15.1% 6,376 $522K
Mufg Securities Americas Inc. 0.03% Add +2.7% 6,370 $522K
GoalVest Advisory LLC 0.10% No change 6,264 $513K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +0.2% 6,256 $512K
Securian Asset Management, Inc. 0.02% No change 6,205 $508K
Prelude Capital Management, LLC 0.04% Add +90.4% 6,150 $504K
Gentry Private Wealth, LLC 0.30% No change 6,098 $500K
PFG Investments, LLC 0.02% Add +44.4% 6,078 $498K
Waterfront Wealth Inc. 0.09% No change 6,067 $497K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 6,057 $496K
Storgate, LLC 0.38% Add +2.4% 5,873 $481K
Lanark Financial, Inc. 0.04% Reduce -0.3% 5,843 $479K
Uncommon Cents Investing LLC 0.11% No change 5,810 $476K
Advyzon Investment Management, LLC 0.04% Add +3.0% 5,788 $474K
GTS Securities LLC 0.02% New 5,759 $472K
Brown Brothers Harriman & Co. 0.00% Add +27.7% 5,718 $468K
Baker Avenue Asset Management, LP 0.01% Add +15.7% 5,673 $465K
Waverly Advisors, LLC 0.00% Reduce -1.6% 5,606 $459K
Huntington National Bank 0.00% Add +10.5% 5,595 $458K
AlphaStar Capital Management, LLC 0.03% Reduce -6.2% 5,547 $454K
Arax Advisory Partners 0.01% Reduce -8.6% 5,541 $454K
nVerses Capital, LLC 0.41% New 5,518 $452K
Brooklyn Investment Group 0.01% New 5,509 $451K
STRS Ohio 0.00% Reduce -0.2% 5,505 $451K
Schulhoff & Co. Inc. 0.19% No change 5,500 $451K
Naples Global Advisors, LLC 0.03% Reduce -0.3% 5,498 $450K
Johnson Investment Counsel Inc. 0.00% Reduce -33.3% 5,442 $446K
Apollon Financial, LLC 0.06% Add +0.6% 5,410 $443K
AlphaCore Capital LLC 0.01% Reduce -0.4% 5,400 $442K
Vista Investment Partners LLC 0.12% No change 5,358 $439K
Balboa Wealth Partners 0.07% Reduce -0.5% 5,339 $437K
Anchyra Partners LLC 0.13% Add +1.1% 5,329 $437K
Fulcrum Asset Management LLP 0.07% Reduce -66.3% 5,280 $431K
Tocqueville Asset Management L.P. 0.01% Reduce -3.9% 5,200 $426K
Composition Wealth, LLC 0.01% Add +32.4% 5,189 $425K
Panagora Asset Management Inc. 0.00% No change 5,183 $425K
Mattern Wealth Management LLC 0.08% Reduce -27.6% 5,180 $424K
Transcend Capital Advisors, LLC 0.03% Add +26.5% 5,146 $422K
Aaron Wealth Advisors LLC 0.02% Reduce -24.2% 5,136 $421K
Intrust Bank NA 0.03% Add +5.3% 5,129 $420K
Lighthouse Investment Partners, LLC 0.02% Reduce -45.9% 5,108 $418K
Ritholtz Wealth Management 0.01% Add +18.2% 5,090 $417K
Equitable Holdings, Inc. 0.00% Add +20.9% 5,640 $417K
Wedmont Private Capital 0.01% Add +15.1% 4,987 $416K
Wedbush Securities Inc. 0.01% Add +35.9% 5,078 $416K
LSV Asset Management 0.00% Reduce -96.4% 5,056 $414K
LexAurum Advisors, LLC 0.05% — 4,983 $408K
Blackhawk Capital Partners, LLC 0.15% Add +19.2% 4,912 $402K
Leo Wealth, LLC 0.03% Add +30.0% 4,900 $401K
Keating Financial Advisory Services, Inc. 0.06% Reduce -2.4% 4,891 $401K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.1% 4,870 $399K
Garner Asset Management Corp 0.16% Reduce -2.0% 4,857 $398K
Evoke Wealth, LLC 0.01% Reduce -20.9% 4,834 $396K
Kentucky Trust Co 0.20% Add +3.7% 4,751 $389K
Greenleaf Trust 0.00% Add +1.6% 4,747 $389K
CENTRAL TRUST Co 0.01% Reduce -0.5% 4,741 $388K
Aptus Capital Advisors, LLC 0.00% Reduce -1.7% 4,703 $385K
Simplicity Wealth,LLC 0.02% Reduce -0.4% 4,698 $385K
D.A. Davidson & Co. 0.00% Add +14.5% 4,599 $377K
Walker Asset Management, LLC 0.20% Add +1.4% 4,598 $377K
CGN Advisors LLC 0.03% Reduce -4.0% 4,586 $376K
Integris Wealth Management, LLC 0.09% No change 4,570 $374K
Independent Advisor Alliance 0.00% Reduce -3.3% 4,533 $371K
Ballentine Partners, LLC 0.01% Reduce -6.6% 4,472 $366K
Cura Wealth Advisors, LLC 0.16% Add +0.9% 4,459 $365K
Triad Wealth Partners, LLC 0.03% Reduce -3.3% 4,449 $364K
Capula Management Ltd 0.00% New 4,425 $362K
Snowden Capital Advisors LLC 0.01% New 4,417 $362K
Canada Post Corp Registered Pension Plan 0.01% No change 4,325 $354K
Providence Financial Advisors, LLC 0.20% Add +0.5% 4,322 $354K
Mather Group, Llc. 0.00% Add +1.4% 4,306 $353K
Sound Stewardship, LLC 0.16% No change 4,232 $347K
Eastern Bank 0.01% No change 4,232 $347K
SYM FINANCIAL Corp 0.03% Add +4.8% 4,230 $347K
Lloyd Advisory Services, LLC. 0.10% New 4,184 $343K
Kingdom Financial Group LLC. 0.10% Reduce -3.5% 4,184 $343K
Cresset Asset Management, LLC 0.00% Add +3.7% 4,145 $339K
Bessemer Group Inc. 0.00% Add +22.3% 4,135 $338K
Versant Capital Management, Inc 0.03% Add +55.5% 4,112 $337K
Probity Advisors, Inc. 0.05% Reduce -1.1% 4,111 $337K
Ontario Teachers Pension Plan Board 0.01% Reduce -91.9% 4,109 $337K
Apollon Wealth Management, LLC 0.01% Add +6.0% 4,108 $337K
Keystone Financial Group 0.02% Reduce -15.9% 4,057 $332K
Black Diamond Financial, LLC 0.04% Reduce -0.6% 4,041 $331K
Aviva PLC 0.00% No change 4,041 $331K
Vaughan David Investments LLC 0.01% Reduce -11.6% 4,021 $329K
KCM Investment Advisors LLC 0.01% Reduce -7.4% 4,003 $328K
Alpha Family Trust 0.16% No change 3,970 $325K
Kera Capital Partners, Inc. 0.04% Add +16.5% 3,956 $324K
Beacon Pointe Advisors, LLC 0.00% New 3,939 $323K
Kavar Capital Partners Group, LLC 0.04% No change 3,915 $321K
Legacy Financial Strategies, LLC 0.06% No change 3,893 $319K
Summit Financial, LLC 0.00% Add +11.5% 3,885 $318K
Northland Securities, Inc. 0.30% No change 3,873 $317K
Sowell Financial Services LLC 0.01% Reduce -5.7% 3,853 $316K
Bank & Trust Co 0.21% No change 3,809 $312K
TCW Group Inc. 0.00% Add +5.1% 3,795 $311K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +0.2% 3,789 $310K
Cornerstone Wealth Management, LLC 0.02% Add +0.4% 3,778 $310K
First National Advisers, LLC 0.05% Add +0.3% 3,772 $309K
CWA Asset Management Group, LLC 0.01% Reduce -36.5% 3,762 $308K
Texas Yale Capital Corp. 0.01% No change 3,743 $307K
Smith Chas P & Associates Pa Cpas 0.02% No change 3,735 $306K
Kimelman & Baird, LLC 0.03% No change 3,734 $306K
Trust Co of Kansas 0.17% No change 3,726 $305K
Gradient Investments LLC 0.00% Reduce -0.3% 3,641 $298K
Tradewinds, LLC. 0.10% Add +0.1% 3,607 $298K
Venturi Wealth Management, LLC 0.01% New 3,633 $298K
OneAscent Financial Services LLC 0.02% New 3,615 $296K
Bull Harbor Capital LLC 0.08% — 3,546 $290K
Advisory Alpha, LLC 0.01% Add +0.7% 3,545 $290K
Tema ETFs LLC 0.02% Add +0.4% 3,508 $287K
CX Institutional 0.01% Add +19.9% 3,508 $287K
Journey Strategic Wealth LLC 0.01% Add +7.1% 3,501 $287K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.5% 3,498 $287K
Crestwood Advisors Group, LLC 0.00% Add +12.3% 3,490 $286K
Avantra Family Wealth, Inc. 0.21% Add +5.2% 3,468 $284K
Steward Partners Investment Advisory, LLC 0.00% Add +10.5% 3,450 $283K
Teacher Retirement System of Texas 0.00% Reduce -54.9% 3,437 $282K
Capital Investment Management, Inc. 0.10% Reduce -70.9% 3,430 $281K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -52.6% 3,419 $280K
Pinion Investment Advisors, LLC 0.07% Add +1.2% 3,405 $279K
Uptick Partners, LLC 0.06% Reduce -0.9% 3,389 $278K
Sagespring Wealth Partners, LLC 0.01% Add +6.7% 3,362 $275K
Stirlingshire Investments, Inc. 0.24% Add +6.5% 3,310 $271K
Quent Capital, LLC 0.02% Add +0.5% 3,304 $271K
Glenview Trust Co 0.00% No change 3,300 $270K
Checchi Capital Advisers, LLC 0.02% New 3,285 $269K
Fisher Asset Management 0.00% New 3,215 $263K
Larson Financial Group LLC 0.01% Add +3.5% 3,211 $263K
Brown Advisory Inc. 0.00% Reduce -4.1% 3,198 $262K
CFS Investment Advisory Services, LLC 0.02% Add +9.5% 3,136 $258K
Gateway Wealth Partners, LLC 0.01% New 3,153 $258K
Commerzbank Aktiengesellschaft 0.01% Reduce -2.7% 3,152 $258K
Wealth Alliance Advisory Group, LLC 0.04% Reduce -9.5% 3,097 $254K
Ameritas Advisory Services, LLC 0.01% Add +0.2% 3,084 $253K
Barnes Wealth Management Group, Inc 0.13% Add +1.0% 3,082 $252K
Bedel Financial Consulting, Inc. 0.03% No change 3,076 $252K
Clearwater Capital Advisors, LLC 0.02% No change 3,074 $252K
Hager Investment Management Services, LLC 0.14% No change 3,060 $251K
111 Capital 0.06% New 3,059 $251K
Phoenix Wealth Advisors 0.10% Reduce -4.8% 3,000 $246K
Washington Trust Bank 0.02% No change 3,000 $246K
Fifth Third Wealth Advisors LLC 0.01% New 2,964 $243K
Foundations Investment Advisors, LLC 0.00% New 2,962 $243K
Earned Wealth Advisors, LLC 0.02% Add +4.9% 2,946 $241K
PCM Encore, LLC 0.05% New 2,928 $240K
Ifrah Financial Services, Inc. 0.06% Reduce -2.9% 2,920 $239K
Burton Enright Welch 0.03% No change 2,912 $239K
Xcelsior Advisor Partners LLC 0.09% New 2,849 $233K
Riggs Asset Managment Co. Inc. 0.05% No change 2,800 $229K
Westover Capital Advisors, LLC 0.04% No change 2,800 $229K
Quarry LP 0.05% Add +18.9% 2,793 $229K
Northstar Advisory Group, LLC 0.09% New 2,742 $225K
Guyasuta Investment Advisors Inc. 0.01% Reduce -12.1% 2,739 $224K
Leavell Investment Management, Inc. 0.01% New 2,728 $223K
Bfsg, LLC 0.02% Add +189.7% 2,717 $223K
Aprio Wealth Management, LLC 0.01% New 2,699 $221K
Citizens Financial Group Inc. 0.00% Reduce -26.2% 2,698 $221K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 2,696 $221K
Capital Investment Advisors, LLC 0.00% New 2,695 $221K
First National Bank Sioux Falls 0.06% New 2,691 $221K
Beese Fulmer Investment Management, Inc. 0.01% New 2,685 $220K
Savvy Advisors, Inc. 0.01% New 2,664 $218K
CHICAGO TRUST Co NA 0.04% New 2,656 $218K
Ausdal Financial Partners, Inc. 0.01% New 2,642 $216K
Indivisible Partners 0.02% New 2,633 $216K
Optas, LLC 0.03% New 2,619 $215K
EverSource Wealth Advisors, LLC 0.01% Add +32.6% 2,617 $214K
Welch Group, LLC 0.01% New 2,601 $213K
Twin Focus Capital Partners, LLC 0.02% New 2,600 $213K
Cidel Asset Management Inc. 0.01% New 2,596 $213K
IFP Advisors, Inc 0.00% Reduce -6.1% 2,585 $212K
AlphaGrep UK Ltd 0.06% Reduce -41.7% 2,575 $211K
High Point Wealth Management, LLC 0.21% New 2,572 $211K
Caliber Wealth Management, LLC / KS 0.02% New 2,567 $210K
Geneos Wealth Management Inc. 0.00% Add +0.1% 2,565 $210K
Poinciana Advisors Group, LLC 0.17% New 2,555 $209K
Pettee Investors, Inc. 0.11% New 2,523 $209K
VestGen Advisors, LLC 0.01% New 2,501 $208K
Midwest Financial Group LLC 0.09% New 2,536 $208K
WINTON GROUP Ltd 0.01% New 2,534 $208K
Smartleaf Asset Management LLC 0.01% Reduce -4.1% 2,544 $208K
Alteri Wealth LLC 0.07% New 2,530 $207K
Mariner, LLC 0.00% New 2,519 $206K
Valeo Financial Advisors, LLC 0.00% Reduce -39.0% 2,518 $206K
Danske Bank A/S 0.00% No change 2,500 $205K
Farringdon Capital, Ltd. 0.04% New 2,498 $205K
King Luther Capital Management Corp. 0.00% New 2,479 $203K
MAI Capital Management 0.00% Add +41.6% 2,328 $191K
Whittier Trust Co. 0.00% Add +166.4% 2,081 $172K
HHM Wealth Advisors, LLC 0.02% No change 2,074 $170K
Ameritas Investment Partners, Inc. 0.01% No change 2,060 $169K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $147K
Stolper Co 0.04% Reduce -71.0% 10,394 $142K
Addison Advisors LLC 0.03% Add +2.1% 1,658 $136K
Cary Street Partners Investment Advisory LLC 0.03% Add +41.7% 1,648 $135K
Quadrant Capital Group LLC 0.00% Reduce -5.5% 1,587 $130K
Transamerica Financial Advisors, LLC 0.01% Add +198.3% 1,578 $129K
Avanza Fonder AB 0.00% Add +2.3% 1,530 $125K
Creative Capital Management Investments LLC 0.04% No change 1,501 $123K
TD Waterhouse Canada Inc. 0.00% New 1,423 $117K
Siemens Fonds Invest GmbH 0.01% No change 1,411 $116K
Bokf, NA 0.00% Reduce -22.9% 1,398 $115K
Westside Investment Management, Inc. 0.02% No change 1,384 $114K
Hantz Financial Services, Inc. 0.00% Add +16.2% 1,322 $108K
Blue Trust, Inc. 0.00% Reduce -9.4% 1,284 $105K
First Command Advisory Services, Inc. 0.00% Add +4.4% 1,279 $105K
Hilltop National Bank 0.02% No change 1,267 $104K
Atwood & Palmer Inc. 0.01% Reduce -0.2% 1,266 $104K
Southern Michigan Bank & Trust 0.04% — 1,250 $102K
Friedenthal Financial 0.05% Add +0.1% 1,195 $98K
SRH Advisors, LLC 0.03% Add +0.3% 1,192 $98K
Ostrum Asset Management 0.01% Add +1.4% 1,126 $92K
Rogco, LP 0.03% No change 1,120 $92K
Optiver Holding B.V. 0.00% Add +14.5% 1,107 $91K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -4.3% 1,100 $90K
Los Angeles Capital Management LLC 0.00% Reduce -96.5% 1,059 $87K
Y.D. More Investments Ltd 0.00% Reduce -14.6% 1,054 $86K
Havemeyer Place LP 0.01% New 1,030 $84K
Truvestments Capital LLC 0.01% Add +6.4% 1,011 $83K
Root Financial Partners, LLC 0.00% Add +59.1% 1,004 $82K
First Financial Corp. 0.03% No change 1,000 $82K
Montag A & Associates Inc. 0.00% No change 1,000 $82K
HM Payson & Co. 0.00% No change 1,000 $82K
CVA Family Office, LLC 0.01% Add +20.1% 991 $81K
Parkside Financial Bank & Trust 0.01% Add +4.6% 982 $80K
Mowery & Schoenfeld Wealth Management, LLC 0.12% Reduce -3.6% 976 $80K
Deseret Mutual Benefit Administrators 0.03% Add +77.9% 975 $80K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $78K
Duncker Streett & Co. Inc. 0.01% No change 949 $78K
Cassaday & Co Wealth Management LLC 0.00% New 931 $76K
Rothschild Investment LLC 0.00% Add +3.6% 909 $74K
Strategic Wealth Partners, Ltd. 0.01% No change 877 $72K
Beaird Harris Wealth Management, LLC 0.00% No change 872 $71K
Hughes Financial Services, LLC 0.01% Add +0.6% 849 $70K
City State Bank 0.02% No change 808 $66K
Spire Wealth Management 0.00% Reduce -35.8% 796 $65K
Centennial Bank 0.02% No change 777 $64K
Cromwell Holdings LLC 0.04% No change 772 $63K
Key Financial Inc 0.01% No change 714 $58K
MV Capital Management, Inc. 0.01% Reduce -0.1% 714 $58K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +0.9% 706 $58K
Pinnacle Bancorp, Inc. 0.02% Reduce -2.1% 696 $57K
2UniFi Bank 0.03% No change 677 $55K
Heritage Wealth Advisors 0.00% No change 658 $54K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -83.8% 648 $53K
Whittier Trust Co. of Nevada Inc. 0.00% Add +11.3% 642 $53K
CYBER HORNET ETFs LLC 0.03% Reduce -5.3% 632 $52K
CoreCap Advisors, LLC 0.00% Reduce -0.2% 612 $50K
Mechanics Financial Corp 0.02% No change 605 $50K
Delta Asset Management LLC 0.00% No change 605 $50K
DT Investment Partners, LLC 0.00% No change 600 $49K
Pacific Center for Financial Services 0.01% No change 598 $49K
True Wealth Design, LLC 0.01% Add +9.2% 596 $49K
True Link Financial Advisors, LLC 0.00% New 590 $48K
TOWER TRUST & INVESTMENT Co 0.03% No change 579 $47K
Independence Bank of Kentucky 0.01% No change 556 $46K
IMA Advisory Services, Inc. 0.00% No change 553 $45K
Manning & Napier Advisors LLC 0.00% Add +44.8% 546 $45K
LRI Investments, LLC 0.00% Add +15.2% 538 $44K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $44K
Glass Jacobson Investment Advisors llc 0.01% No change 510 $42K
Triumph Capital Management 0.01% No change 508 $42K
Cedar Mountain Advisors, LLC 0.01% New 493 $40K
Fairscale Capital, LLC 0.03% No change 492 $40K
Key Capital Management, INC 0.03% Reduce -58.6% 488 $40K
Private Trust Co. NA 0.00% No change 482 $39K
Carolina Wealth Advisors, LLC 0.02% No change 478 $39K
Avion Wealth 0.01% No change 485 $39K
Basecamp Wealth Advisors LLC 0.01% No change 464 $38K
Ancora Advisors LLC 0.00% Add +0.4% 463 $38K
Bravera Wealth 0.02% Add +11.3% 461 $38K
SBI Securities Co., Ltd. 0.00% Add +0.5% 451 $37K
Prosperity Bancshares Inc 0.03% No change 443 $36K
Ares Financial Consulting, LLC 0.03% Add +330.0% 430 $35K
Zions Bancorporation, National Association 0.00% Reduce -38.9% 425 $35K
Destiny Wealth Partners, LLC 0.00% New 423 $35K
Roxbury Financial LLC 0.03% Add +1.0% 396 $32K
Clearstead Trust, LLC 0.01% No change 381 $31K
Burk Holdings LLC 0.01% New 363 $30K
City Holding Co. 0.00% No change 358 $29K
Bruce G. Allen Investments, LLC 0.02% No change 352 $29K
MidFirst Bank 0.00% No change 350 $29K
SHP Wealth Management 0.00% Add +6.5% 345 $28K
Bogart Wealth, LLC 0.00% Add +0.9% 342 $28K
Smithfield Trust Co 0.00% No change 345 $28K
CNB Bank 0.01% No change 324 $27K
Ameriflex Group, Inc. 0.01% No change 322 $26K
Red Tortoise LLC 0.01% No change 312 $26K
Bayban 0.02% No change 310 $25K
WealthCollab, LLC 0.01% No change 304 $25K
Lavaca Capital LLC 0.00% No change 300 $25K
Atlas Capital Advisors Inc. 0.00% No change 300 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 299 $24K
Valley National Advisers Inc. 0.00% Reduce -1.0% 301 $24K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.5% 281 $23K
Rossby Financial, LCC 0.00% Add +25.2% 268 $22K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $22K
Essential Partners LLC 0.01% No change 266 $22K
EFG International AG 0.00% New 266 $22K
Private Wealth Management Group, LLC 0.01% No change 260 $21K
GW&K Investment Management, LLC 0.00% Reduce -1.1% 259 $21K
Consultiva Wealth Management, Corp. 0.06% No change 250 $20K
Covestor Ltd 0.01% Reduce -22.9% 249 $20K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 250 $20K
Missouri Trust & Investment Co 0.01% No change 226 $19K
Evermay Wealth Management LLC 0.00% No change 220 $18K
Manchester Capital Management LLC 0.00% Add +36.3% 218 $18K
WPG Advisers, LLC 0.01% Reduce -46.4% 216 $18K
Physician Wealth Advisors, Inc. 0.00% Add +35.1% 208 $17K
Bell Investment Advisors, Inc 0.00% No change 198 $16K
Princeton Global Asset Management LLC 0.00% No change 195 $16K
Elequin Capital, LP 0.00% Reduce -58.5% 189 $15K
Capital Analysts, LLC 0.00% Add +8.2% 184 $15K
Bank of New Hampshire 0.00% No change 179 $15K
Pin Oak Investment Advisors Inc. 0.01% Reduce -50.0% 165 $14K
Beacon Investment Advisory Services, Inc. 0.00% New 169 $14K
Flagship Wealth Advisors, LLC 0.01% No change 200 $14K
Fortitude Family Office, LLC 0.00% Add +71.6% 163 $13K
Sachetta, LLC 0.01% Add +752.6% 162 $13K
Owl Creek Wealth Partners LLC 0.00% — 155 $13K
North Star Investment Management Corp. 0.00% Add +3.3% 155 $13K
Raleigh Capital Management Inc. 0.00% Add +0.7% 154 $13K
AdvisorNet Financial, Inc 0.00% Add +25.6% 147 $12K
Capital Advisors, Ltd. LLC 0.00% No change 149 $12K
Hollencrest Capital Management 0.00% No change 146 $12K
Wall Street Financial Group, Inc. 0.01% New 146 $12K
Paladin Advisory Group, LLC 0.01% No change 145 $12K
Crewe Advisors LLC 0.00% Add +216.3% 136 $11K
Global X Japan Co., Ltd. 0.00% No change 136 $11K
Twin Peaks Wealth Advisors, LLC 0.00% New 131 $11K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -50.0% 125 $10K
JFS Wealth Advisors, LLC 0.00% Reduce -20.1% 123 $10K
Asset Dedication, LLC 0.00% Reduce -9.8% 119 $10K
Aspect Partners, LLC 0.00% No change 119 $10K
SJS Investment Consulting Inc. 0.00% No change 113 $9K
Dunhill Financial, LLC 0.00% No change 112 $9K
Clearstead Advisors, LLC 0.00% Reduce -87.0% 112 $9K
Gen-Wealth Partners Inc 0.00% Add +4.7% 112 $9K
McGuire Capital Advisors Inc. 0.01% No change 111 $9K
Tsfg, LLC 0.00% No change 113 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 109 $9K
MCF Advisors LLC 0.00% No change 103 $8K
Synergy Investment Management, LLC 0.00% New 101 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +9.8% 101 $8K
Advantage Trust Co 0.00% No change 100 $8K
New England Capital Financial Advisors LLC 0.00% No change 100 $8K
CGC Financial Services, LLC 0.00% No change 98 $8K
Kemnay Advisory Services Inc. 0.00% New 90 $7K
Millstone Evans Group, LLC 0.00% Add +83.3% 88 $7K
Bellevue Asset Management, LLC 0.00% No change 85 $7K
Innovative Asset Advisors Group, LLC 0.00% — 84 $7K
Elevation Wealth Partners, LLC 0.00% Add +92.9% 81 $7K
Elevated Capital Advisors, LLC 0.00% No change 80 $7K
Colonial Trust Co / SC 0.00% Add +73.3% 78 $6K
JNBA Financial Advisors 0.00% No change 73 $6K
POM Investment Strategies, LLC 0.01% No change 72 $6K
Armstrong Advisory Group, Inc. 0.00% No change 67 $5K
Prestige Wealth Management Group LLC 0.00% No change 65 $5K
Financial Management Professionals, Inc. 0.00% No change 65 $5K
SouthState Bank Corp 0.00% No change 64 $5K
GHP Investment Advisors, Inc. 0.00% Add +1.7% 61 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 58 $5K
Salomon & Ludwin, LLC 0.00% No change 57 $5K
IFS Advisors, LLC 0.00% No change 57 $5K
Retirement Wealth Solutions LLC 0.00% Add +66.7% 55 $5K
Signature Equity Partners, LLC 0.00% No change 55 $5K
Financial Consulate, Inc. 0.00% Add +8.3% 52 $4K
Cornerstone Financial Management LLC 0.00% Add +13.3% 51 $4K
Park Place Capital Corp 0.00% Reduce -21.9% 50 $4K
J.Safra Asset Management Corp 0.00% No change 50 $4K
Basepoint Wealth LLC 0.00% No change 43 $4K
Cornerstone Planning Group LLC 0.00% Add +2.4% 42 $3K
Olistico Wealth, LLC 0.00% No change 41 $3K
Clayton Financial Group LLC 0.00% No change 39 $3K
Purpose Unlimited Inc. 0.00% Reduce -67.0% 39 $3K
Bartlett & Co. Wealth Management LLC 0.00% Add +5.6% 38 $3K
Summit Securities Group LLC 0.00% Reduce -88.9% 38 $3K
Boreal Capital Management LLC 0.00% Add +0.0% 37 $3K
Torren Management, LLC 0.00% Reduce -58.0% 37 $3K
Arlington Trust Co LLC 0.00% New 36 $3K
TFC Financial Management, Inc. 0.00% No change 33 $3K
First Horizon Corp. 0.00% No change 31 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +27.3% 28 $2K
Abound Wealth Management 0.00% Add +0.0% 27 $2K
Kilter Group LLC 0.00% No change 26 $2K
Rialto Wealth Management, LLC 0.00% Add +56.3% 25 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 27 $2K
Ankerstar Wealth, LLC 0.00% No change 24 $2K
Sankala Group LLC 0.00% No change 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 21 $2K
JPL Wealth Management, LLC 0.00% New 20 $2K
Signature Resources Capital Management, LLC 0.00% No change 19 $2K
Whipplewood Advisors, LLC 0.00% New 18 $1K
Benson Wealth Management INC 0.00% No change 17 $1K
Osbon Capital Management LLC 0.00% No change 17 $1K
Vermillion Wealth Management, Inc. 0.00% New 16 $1K
Clark Wealth Partners 0.00% No change 14 $1K
Caitlin John, LLC 0.00% No change 13 $1K
Highline Wealth Partners LLC 0.00% No change 13 $1K
S&T Bank 0.00% No change 12 $983
USA Financial Formulas 0.00% Reduce -99.9% 12 $983
American Capital Advisory, LLC 0.00% Add +1000.0% 11 $902
Portus Wealth Advisors, LLC 0.00% New 10 $819
Intentional Wealth Strategies, LLC 0.00% — 10 $819
Orion Capital Management LLC 0.00% No change 10 $819
Nvwm, LLC 0.00% No change 10 $819
WestEnd Advisors, LLC 0.00% No change 10 $819
1015 Capital Partners, LLC 0.00% No change 9 $737
HFM Investment Advisors, LLC 0.00% No change 9 $737
Walleye Capital LLC 0.00% Reduce -99.3% 8 $655
Bullock Wealth Management Group 0.00% No change 7 $583
First Pacific Financial 0.00% New 7 $574
Sunrise Financial Services, LLC 0.00% No change 7 $573
Nemes Rush Group LLC 0.00% No change 7 $573
NorthAvenue LLC 0.00% No change 6 $492
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 6 $492
Salem Investment Counselors Inc. 0.00% New 6 $492
Creative Financial Designs Inc. 0.00% No change 5 $410
Nvest Wealth Strategies, Inc. 0.00% New 4 $328
West Branch Capital LLC 0.00% No change 4 $328
Tidemark, LLC 0.00% New 4 $328
Harbor Investment Advisory, LLC 0.00% New 4 $328
Principia Wealth Advisory, LLC 0.00% No change 3 $246
Curio Wealth, LLC 0.00% New 3 $246
Raffa Wealth Management, LLC 0.00% New 3 $246
Arcadia Investment Management Corp. 0.00% No change 2 $164
High Note Wealth, LLC 0.00% No change 2 $164
Napier Financial, LLC 0.00% New 2 $164
Leonteq Securities AG 0.00% Reduce -95.5% 1 $82
Quaker Wealth Management, LLC 0.00% No change 1 $82
Rakuten Securities, Inc. 0.00% Reduce -96.8% 1 $82
Loomis Sayles & Co. L P 0.00% No change 1 $50
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.