EvergyEVRG

13F holders, Q2 2026 (June 30)
946holders +22
85new positions
59sold out
10famous investors
$86.43avg. 13F price*

At the end of Q2 2026, 946 institutions reported holding Evergy Inc. (EVRG) in their 13F filings, up 22 from Q1 2026. 85 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($2.4B), State Street Corp. ($1.5B) and Vanguard Capital Management LLC ($1.3B). 10 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions85$128.0M
Exits59$114.1M

All 13F filers, Q1 2026 → Q2 2026: 14,407,315 shares bought and 10,841,704 shares sold, net +3,565,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 946 holders

BlackRock, Inc. 0.04% Add +9.9% 27,996,513 $2.4B
State Street Corp. 0.04% Add +2.5% 16,868,189 $1.5B
Vanguard Capital Management LLC 0.03% Add +0.8% 14,657,069 $1.3B
Vanguard Portfolio Management LLC 0.04% Reduce -7.7% 11,329,099 $979.2M
FMR LLC 0.03% Reduce -14.1% 8,557,681 $739.6M
Invesco Ltd. 0.05% Reduce -0.7% 7,371,645 $637.1M
Geode Capital Management, LLC 0.03% Add +1.8% 6,651,115 $572.8M
Franklin Resources Inc. 0.12% Add +4.1% 6,477,686 $559.9M
Morgan Stanley 0.02% Reduce -16.8% 3,970,642 $343.2M
Federated Hermes, Inc. 0.46% Add +0.1% 3,713,776 $321.0M
Cohen & Steers, Inc. 0.41% Add +38.3% 3,000,180 $259.3M
Bank of America Corp. 0.02% Add +3.9% 2,761,740 $238.7M
Bank of New York Mellon Corp 0.04% Add +1.2% 2,757,665 $238.3M
Goldman Sachs Group Inc. 0.03% Add +11.4% 2,754,425 $238.1M
Bluescape Energy Partners LLC 77.24% No change 2,657,473 $229.7M
American Century Companies Inc. 0.10% Reduce -7.7% 2,592,493 $224.1M
Nuveen, LLC 0.05% Reduce -0.1% 2,499,883 $216.1M
JPMorgan Chase & Co. 0.01% Reduce -17.9% 2,480,723 $215.8M
Northern Trust Corp. 0.02% Reduce -7.5% 2,469,494 $213.4M
Charles Schwab Investment Management Inc. 0.03% Add +0.8% 2,248,859 $194.4M
Magellan Asset Management Ltd 4.20% Reduce -3.1% 2,173,521 $187.9M
Citadel Advisors 0.11% Add +16.8% 2,117,472 $183.0M
Truist Financial Corp. 0.21% Add +7.5% 2,051,400 $177.3M
Mitsubishi UFJ Trust & Banking Corp 0.38% Add +11.1% 2,031,638 $175.6M
Massachusetts Financial Services Co. 0.05% Add +2.1% 1,942,359 $171.3M
CBRE Investment Management Listed Real Assets LLC 2.14% Add +27.9% 1,777,469 $153.6M
Duff & Phelps Investment Management Co. 1.35% Reduce -0.2% 1,652,488 $142.8M
Legal & General Group Plc 0.03% Reduce -2.9% 1,599,359 $138.2M
Deutsche Bank AG 0.04% Add +19.4% 1,478,699 $127.8M
Dimensional Fund Advisors LP 0.02% Add +2.1% 1,402,663 $121.2M
First Trust Advisors LP 0.07% Reduce -4.5% 1,401,818 $121.2M
Victory Capital Management Inc. 0.07% Reduce -4.5% 1,370,888 $118.5M
Vanguard Fiduciary Trust Co. 0.02% Reduce -0.1% 1,285,098 $111.1M
Energy Income Partners, LLC 1.74% Add +3.2% 1,277,260 $110.4M
Envestnet Asset Management Inc. 0.03% Add +9.1% 1,234,593 $106.7M
BNP Paribas Financial Markets 0.05% Add +123.9% 1,185,272 $102.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +9.1% 1,160,181 $100.3M
Empower Advisory Group, LLC 0.22% Add +1.3% 1,082,040 $93.5M
Raymond James Financial Inc. 0.03% Add +10.4% 1,080,652 $93.4M
Thrivent Financial for Lutherans 0.16% Reduce -0.3% 1,067,287 $92.2M
Gabelli Funds LLC 0.57% Reduce -2.3% 1,017,223 $87.9M
AQR Capital Management 0.03% Add +14.8% 1,016,302 $87.6M
Vaughan Nelson Investment Management, L.P. 0.74% Add +0.5% 972,479 $84.1M
ANTIPODES PARTNERS Ltd 1.54% Reduce -1.1% 972,170 $84.0M
UBS Group AG 0.01% Add +5.7% 967,051 $83.6M
Jennison Associates LLC 0.05% Reduce -3.1% 961,228 $83.1M
Thompson Siegel & Walmsley LLC 1.45% Reduce -10.4% 928,256 $80.2M
Brandes Investment Partners, LP 0.54% Reduce -25.0% 890,004 $76.9M
Jane Street Group, LLC 0.05% Add +3224.8% 843,472 $72.9M
ExodusPoint Capital Management, LP 0.65% Reduce -15.4% 811,921 $70.2M
Gotham Asset Management 0.15% Add +4.5% 751,305 $64.9M
Jones Financial Companies LLLP 0.03% Add +35.0% 742,711 $64.8M
Millennium Management 0.04% Add +61.8% 739,667 $63.9M
Bank of Montreal 0.02% Add +50.2% 738,515 $63.8M
Barclays PLC 0.02% Reduce -11.4% 728,294 $62.9M
Treasurer of the State of North Carolina 0.16% Add +3.3% 722,172 $62.4M
Russell Investments Group, Ltd. 0.05% Add +21.6% 705,405 $61.0M
Natixis Advisors, LLC 0.07% Add +35.8% 670,851 $58.0M
Quantinno Capital Management LP 0.07% Add +21.8% 669,650 $57.9M
RNC Capital Management LLC 2.35% Add +0.0% 659,548 $57.0M
Balyasny Asset Management L.P. 0.11% Add +225.4% 653,048 $56.4M
Swiss National Bank 0.03% Reduce -3.9% 649,526 $56.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.6% 628,335 $54.3M
Old Republic International Corp. 2.03% No change 627,561 $54.3M
HSBC Holdings PLC 0.03% Reduce -3.5% 614,758 $53.2M
Tortoise Capital Advisors, L.L.C. 0.54% Reduce -51.5% 614,254 $53.1M
Allianz Asset Management GmbH 0.04% Add +1.8% 559,108 $48.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.9% 552,687 $47.8M
Creative Planning 0.03% Add +42.9% 536,615 $46.4M
Cramer Rosenthal McGlynn LLC 2.29% Add +22.3% 522,181 $45.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.2% 521,983 $45.1M
Vanguard Global Advisers, LLC 0.02% Reduce -0.9% 496,603 $42.9M
Citigroup Inc. 0.02% Add +80.8% 479,644 $41.5M
California Public Employees Retirement System 0.02% Reduce -12.5% 471,425 $40.7M
Point72 Asset Management 0.06% New 464,908 $40.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +6.9% 459,699 $39.7M
Verition Fund Management LLC 0.30% Add +21.3% 450,699 $39.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -7.6% 435,025 $37.6M
Royal Bank of Canada 0.01% Add +56.8% 428,213 $37.0M
Focus Partners Wealth 0.04% Add +0.4% 412,886 $35.7M
CIBC Bancorp USA Inc. 0.04% Reduce -14.9% 409,158 $35.4M
Wells Fargo & Company 0.01% Add +9.6% 408,252 $35.3M
Hudson Bay Capital Management LP 0.18% Add +93.5% 400,467 $34.6M
Rhumbline Advisers 0.03% Reduce -0.2% 396,823 $34.3M
HITE Hedge Asset Management LLC 1.87% Reduce -18.2% 393,514 $34.0M
Crawford Investment Counsel Inc. 0.56% Add +0.3% 391,676 $33.9M
GW Henssler & Associates Ltd. 1.48% Add +0.3% 383,867 $33.2M
Stifel Financial Corp. 0.03% Add +6.4% 354,151 $30.6M
Alps Advisors Inc. 0.14% Add +3.1% 352,276 $30.4M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -52.0% 347,482 $30.0M
T. Rowe Price Associates Inc. 0.00% Reduce -24.6% 331,626 $28.7M
Marshall Wace, LLP 0.02% New 315,194 $27.2M
Mercer Global Advisors Inc. 0.03% Add +2.4% 309,684 $26.8M
Cullen/Frost Bankers, Inc. 0.25% Add +2.7% 292,945 $25.3M
GAMCO Investors 0.22% Reduce -0.9% 282,866 $24.4M
PNC Financial Services Group, Inc. 0.01% Add +317.5% 281,337 $24.3M
California State Teachers Retirement System 0.02% Reduce -2.5% 267,287 $23.1M
Sei Investments Co. 0.02% Add +3.2% 260,424 $22.5M
Principal Financial Group Inc. 0.01% Reduce -2.0% 254,799 $22.0M
Alliancebernstein L.P. 0.01% Reduce -7.0% 263,514 $21.6M
Investment Management Corp of Ontario 0.26% Add +0.3% 235,880 $20.4M
Nomura Asset Management International Inc. 0.03% Reduce -4.5% 233,952 $20.2M
Vanguard Investments Australia, Ltd. 0.05% Add +2.6% 228,605 $19.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.5% 217,494 $18.8M
LPL Financial LLC 0.00% Add +7.7% 212,841 $18.4M
Lighthouse Investment Partners, LLC 0.57% Add +4036.9% 211,312 $18.3M
Susquehanna Portfolio Strategies, LLC 0.29% Reduce -28.4% 209,641 $18.1M
Oppenheimer Asset Management Inc. 0.18% Add +0.1% 203,422 $17.6M
Amundi 0.00% Add +1.0% 200,075 $17.3M
Guggenheim Capital LLC 0.11% Reduce -13.4% 189,555 $16.4M
First Citizens Bank & Trust Co. 0.24% Reduce -10.4% 188,646 $16.3M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -9.3% 182,423 $15.8M
New York State Teachers Retirement System 0.03% Reduce -6.2% 179,566 $15.5M
Wedge Capital Management L L P 0.25% Reduce -16.6% 175,441 $15.2M
Picton Mahoney Asset Management 0.14% Reduce -5.5% 175,319 $15.2M
Ameriprise Financial Inc. 0.00% Reduce -14.6% 174,623 $15.1M
Macquarie Group Ltd. 0.06% Add +1.0% 172,382 $14.9M
M&T Bank Corp 0.04% Reduce -0.2% 168,337 $14.5M
Bridgewater Associates 0.06% Add +8.8% 168,059 $14.5M
Squarepoint Ops LLC 0.03% Reduce -15.7% 162,361 $14.0M
Sagefield Capital LP 1.02% Add +32.9% 159,232 $13.8M
Edgestream Partners, L.P. 0.40% Reduce -15.7% 155,455 $13.4M
Wealthfront Advisers LLC 0.03% Reduce -4.6% 155,116 $13.4M
QRG Capital Management, Inc. 0.11% Add +1.1% 153,250 $13.2M
Vestcor Inc 0.33% Add +6.8% 152,534 $13.2M
Worldquant Millennium Advisors LLC 0.05% Add +78.5% 152,397 $13.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -45.5% 150,802 $13.0M
Savant Capital, LLC 0.04% Add +2323.2% 154,504 $13.0M
Canada Pension Plan Investment Board 0.01% Reduce -25.8% 147,998 $12.8M
Leeward Investments, LLC - MA 0.56% Reduce -5.4% 142,613 $12.3M
Verbena Value LP 2.01% Reduce -5.5% 141,100 $12.2M
Capital Fund Management S.A. 0.09% Add +59.9% 140,867 $12.2M
Schaper Benz & Wise Investment Counsel Inc. 0.81% Add +1.4% 139,420 $12.1M
New York State Common Retirement Fund 0.02% Reduce -65.3% 138,650 $12.0M
APG Asset Management N.V. 0.03% Add +39.1% 158,334 $12.0M
BW Gestao de Investimentos Ltda. 0.29% Add +20.9% 137,915 $11.9M
ArrowMark Colorado Holdings LLC 0.49% Reduce -7.4% 137,000 $11.8M
Tidal Investments LLC 0.03% Add +95.8% 136,137 $11.8M
Van Eck Associates Corp. 0.01% Add +5.2% 134,442 $11.6M
Bryn Mawr Trust Advisors, LLC 0.48% Reduce -1.2% 127,955 $11.1M
Advocate Group LLC 1.66% Reduce -9.6% 127,851 $11.1M
Neuberger Berman Group LLC 0.01% Reduce -2.5% 127,815 $11.0M
Cetera Investment Advisers 0.01% Add +1.8% 127,609 $11.0M
Captrust Financial Advisors 0.02% Reduce -1.6% 123,696 $10.7M
State of Wisconsin Investment Board 0.02% Reduce -11.0% 122,798 $10.6M
Prudential Financial Inc. 0.01% Add +9.7% 122,152 $10.6M
Asset Management One Co., Ltd. 0.03% Add +5.5% 117,741 $10.2M
Illinois Municipal Retirement Fund 0.11% Reduce -33.1% 115,177 $10.0M
HighTower Advisors, LLC 0.01% Reduce -1.8% 114,275 $9.9M
Voya Investment Management LLC 0.01% Reduce -2.9% 113,353 $9.8M
Mackenzie Financial Corp. 0.01% Reduce -3.4% 112,627 $9.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.9% 111,393 $9.6M
HRT Financial LP 0.02% Reduce -55.7% 109,417 $9.5M
Toronto Dominion Bank 0.02% Reduce -15.1% 109,398 $9.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.5% 109,064 $9.4M
Schonfeld Strategic Advisors LLC 0.05% Add +64.8% 106,648 $9.2M
Eurizon Capital SGR S.p.A. 0.02% Add +7.6% 105,032 $9.1M
National Bank of Canada 0.01% Add +67.8% 103,330 $9.0M
Fifth Third Bancorp 0.01% Reduce -4.8% 103,529 $8.9M
Mutual of America Capital Management LLC 0.09% Reduce -6.2% 103,149 $8.9M
Viking Fund Management LLC 0.77% No change 100,000 $8.6M
Franklin Street Advisors Inc. 0.47% Add +2.4% 97,807 $8.5M
State of Tennessee, Department of Treasury 0.02% Add +16.9% 97,085 $8.4M
Greenland Capital Management LP 1.77% Add +469.5% 95,220 $8.2M
Edgemoor Investment Advisors, Inc. 0.56% Add +0.8% 94,683 $8.2M
Cerity Partners LLC 0.01% Add +35.4% 91,438 $7.9M
New Age Alpha Advisors, LLC 0.33% Reduce -0.3% 89,487 $7.7M
D. E. Shaw & Co. 0.01% New 87,613 $7.6M
Sit Investment Associates Inc. 0.14% Add +2.4% 87,125 $7.5M
Arrowstreet Capital, Limited Partnership 0.00% New 85,845 $7.4M
Nomura Asset Management Co. Ltd. 0.02% Add +6.8% 84,211 $7.3M
Allspring Global Investments Holdings, LLC 0.01% Add +432.1% 84,362 $7.3M
Kennedy Capital Management LLC 0.13% New 83,361 $7.2M
SummitTX Capital, L.P. 0.19% Add +114.1% 81,785 $7.1M
Oppenheimer & Co. Inc. 0.08% Add +0.4% 81,312 $7.0M
TD Asset Management Inc 0.01% Reduce -7.6% 80,994 $7.0M
Defiance ETFs, LLC 0.10% Add +256.1% 79,746 $6.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.5% 78,902 $6.8M
Entropy Technologies, LP 0.27% New 77,510 $6.7M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.2% 75,966 $6.6M
Orion Porfolio Solutions, LLC 0.05% Reduce -1.2% 75,581 $6.5M
B. Metzler seel. Sohn & Co. AG 0.06% Add +2.7% 75,096 $6.5M
Two Sigma Investments, LP 0.01% Reduce -80.5% 73,675 $6.4M
Assetmark, Inc. 0.01% Add +30.7% 73,478 $6.4M
Alpine Woods Capital Investors, LLC 1.43% Reduce -3.0% 73,415 $6.3M
Ensign Peak Advisors, Inc 0.01% Reduce -39.0% 73,176 $6.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -1.3% 71,630 $6.2M
First Manhattan Co. Llc. 0.02% Reduce -3.4% 71,604 $6.2M
Public Employees Retirement System of Ohio 0.02% Reduce -1.7% 71,308 $6.2M
Los Angeles Capital Management LLC 0.02% Add +6572.9% 70,666 $6.1M
State of New Jersey Common Pension Fund D 0.02% No change 70,384 $6.1M
Nisa Investment Advisors, LLC 0.02% Reduce -5.3% 69,898 $6.0M
Lifeworks Advisors, LLC 0.63% Add +19.3% 69,437 $6.0M
Systematic Financial Management LP 0.12% Add +28.3% 69,125 $6.0M
Assenagon Asset Management S.A. 0.01% Reduce -11.7% 66,952 $5.8M
Arizona State Retirement System 0.03% Add +5.5% 66,025 $5.7M
Public Sector Pension Investment Board 0.01% Add +0.4% 65,786 $5.7M
Czech National Bank 0.03% Add +4.7% 65,613 $5.7M
Credit Agricole S A 0.01% Add +8.7% 64,474 $5.6M
State of Michigan Retirement System 0.02% Reduce -3.3% 64,181 $5.5M
Midwest Trust Co 0.06% Reduce -3.2% 63,798 $5.5M
Pinebridge Investments LLC 0.05% Add +126.1% 63,783 $5.5M
Clearbridge Investments, LLC 0.00% Reduce -0.6% 63,254 $5.5M
CIBC Asset Management Inc 0.01% Reduce -58.1% 63,072 $5.5M
Summit Global Investments 0.30% Reduce -0.0% 62,992 $5.4M
HUB Investment Partners, LLC 0.10% Add +0.8% 60,824 $5.3M
Howard Capital Management, LLC 0.06% Reduce -0.1% 60,741 $5.2M
Corient Private Wealth LP 0.01% Reduce -16.8% 58,012 $5.0M
IFM Investors Pty Ltd 0.03% Add +11.1% 56,886 $4.9M
Cary Street Partners Financial LLC 0.11% Reduce -5.9% 56,254 $4.9M
Occudo Quantitative Strategies LP 0.26% Reduce -64.8% 56,150 $4.9M
Renaissance Technologies 0.01% Reduce -89.1% 55,502 $4.8M
Ethic Inc. 0.06% Add +212.3% 55,341 $4.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +2.2% 55,202 $4.8M
Brevan Howard Capital Management LP 0.07% Add +189.6% 54,794 $4.7M
Qsemble Capital Management, LP 0.60% New 54,072 $4.7M
MetLife Investment Management, LLC 0.02% Reduce -2.0% 52,730 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.7% 52,701 $4.6M
Ledyard National Bank 0.36% Reduce -4.2% 52,478 $4.5M
Woodline Partners LP 0.01% Add +11.6% 50,299 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.4% 48,702 $4.2M
Oxbow Advisors, LLC 0.35% Reduce -0.1% 48,457 $4.2M
Retirement Systems of Alabama 0.01% Reduce -0.9% 48,425 $4.2M
Trilogy Capital Inc. 0.16% Add +0.3% 47,210 $4.1M
Pictet Asset Management Holding SA 0.00% Add +0.1% 46,970 $4.1M
SG Americas Securities, LLC 0.00% Reduce -72.8% 46,726 $4.0M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -13.7% 46,442 $4.0M
Foresight Capital Management Advisors, Inc. 1.94% Add +1.2% 46,241 $4.0M
Baird Financial Group, Inc. 0.01% Reduce -4.7% 46,170 $4.0M
Moneta Group Investment Advisors LLC 0.03% Add +0.3% 45,710 $4.0M
Advisors Asset Management, Inc. 0.06% Add +9.5% 45,658 $3.9M
Fideuram Asset Management (Ireland) dac 0.08% Add +7.1% 47,178 $3.9M
Bailard, Inc. 0.08% Add +0.0% 45,046 $3.9M
SVB Wealth LLC 0.24% Reduce -13.2% 44,939 $3.9M
Dockside LLC 0.89% — 44,216 $3.8M
Osaic Holdings, Inc. 0.00% Add +9.6% 44,136 $3.8M
Graham Capital Management, L.P. 0.15% Add +83.1% 43,904 $3.8M
Jupiter Asset Management Ltd. 0.02% New 43,859 $3.8M
Pathway Financial Advisers, LLC 0.95% Reduce -0.2% 43,727 $3.8M
Daiwa Securities Group Inc. 0.01% Reduce -2.1% 43,706 $3.8M
Xponance LLC 0.02% Reduce -0.5% 43,654 $3.8M
Trexquant Investment LP 0.02% Add +510.7% 43,332 $3.7M
State of Alaska, Department of Revenue 0.04% Reduce -6.8% 42,960 $3.7M
Mathes Company, Inc. 1.14% No change 42,450 $3.7M
Commerce Bank 0.02% Add +11.4% 42,162 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +20.3% 42,447 $3.6M
NewEdge Advisors, LLC 0.01% Add +58.3% 41,720 $3.6M
Icon Advisers Inc. 0.68% Reduce -5.7% 41,300 $3.6M
Bank of Nova Scotia 0.01% Reduce -31.8% 41,318 $3.6M
Farmers & Merchants Investments Inc. 0.08% Add +0.3% 40,554 $3.5M
Inspire Investing, LLC 0.14% Add +12.8% 40,407 $3.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 40,300 $3.5M
Amalgamated Bank 0.02% Reduce -12.5% 40,287 $3.5M
Prevail Innovative Wealth Advisors, LLC 0.52% Add +40.3% 40,179 $3.5M
MML Investors Services, LLC 0.01% Add +18.5% 40,060 $3.5M
Y-Intercept (Hong Kong) Ltd 0.07% Add +74.3% 40,048 $3.5M
Great Lakes Advisors, LLC 0.03% Reduce -4.8% 39,695 $3.4M
Aberdeen Group plc 0.00% Add +4.8% 38,602 $3.3M
US Bancorp \de 0.00% Reduce -5.9% 38,046 $3.3M
Susquehanna International Group, LLP 0.00% Reduce -55.6% 38,035 $3.3M
Rakuten Investment Management, Inc. 0.01% Add +10.3% 37,689 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -5.7% 37,470 $3.2M
Inspire Advisors, LLC 0.22% Reduce -3.2% 37,262 $3.2M
NEOS Investment Management LLC 0.01% Add +11.9% 36,912 $3.2M
ProShare Advisors LLC 0.00% Add +4.6% 36,863 $3.2M
Stolper Co 0.81% Add +251.1% 36,490 $3.2M
Ranch Capital Advisors Inc. 0.99% Add +11.3% 36,282 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +21.1% 36,111 $3.1M
Sterling Capital Management LLC 0.05% Add +315.3% 35,540 $3.1M
Utah Retirement Systems 0.03% Reduce -6.4% 34,972 $3.0M
Sequoia Financial Advisors, LLC 0.01% Add +3.5% 34,801 $3.0M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -1.7% 34,629 $3.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +8.9% 34,544 $3.0M
Conning Inc. 0.09% No change 33,917 $2.9M
First PREMIER Bank 0.47% Reduce -1.1% 33,674 $2.9M
Prospera Financial Services Inc 0.04% Reduce -2.4% 33,590 $2.9M
O'shaughnessy Asset Management, LLC 0.01% Reduce -2.8% 33,558 $2.9M
New York Life Investment Management LLC 0.02% Add +0.4% 32,267 $2.8M
Community Bank of Raymore 1.62% Add +6.2% 31,764 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.0% 31,713 $2.7M
Nissay Asset Management Corp. /Japan 0.01% Add +2.2% 31,430 $2.7M
Advisory Services Network, LLC 0.03% Add +13.8% 31,255 $2.7M
Rockefeller Capital Management L.P. 0.00% Add +108.8% 31,150 $2.7M
Intech Investment Management LLC 0.02% Reduce -15.6% 30,471 $2.6M
Dark Forest Capital Management LP 0.17% Reduce -11.1% 29,936 $2.6M
Johnson Financial Group, Inc. 0.09% Reduce -11.0% 29,898 $2.6M
Vestmark Advisory Solutions, Inc. 0.02% Add +37.5% 29,476 $2.5M
WealthTrust Axiom LLC 0.55% Reduce -0.5% 28,516 $2.5M
Hennion & Walsh Asset Management, Inc. 0.07% Add +16.0% 28,446 $2.5M
Oregon Public Employees Retirement Fund 0.03% Add +7.6% 28,416 $2.5M
Empowered Funds, LLC 0.01% Add +189.6% 27,869 $2.4M
DC Investments Management, LLC 0.82% No change 27,863 $2.4M
Summit Trail Advisors, LLC 0.03% Add +23.1% 27,824 $2.4M
Brookstone Capital Management 0.02% Reduce -3.8% 27,129 $2.3M
Alerus Financial NA 0.10% Add +110.5% 26,845 $2.3M
Arax Advisory Partners 0.02% Add +381.5% 26,682 $2.3M
Swiss Life Asset Management Ltd 0.01% Reduce -3.1% 26,476 $2.3M
Pathstone Holdings, LLC 0.01% Add +21.3% 26,291 $2.3M
Park Avenue Securities LLC 0.01% Reduce -8.3% 26,181 $2.3M
United Capital Financial Advisors, LLC 0.01% Add +18.4% 25,942 $2.2M
Allstate Corp. 0.02% Add +1.4% 25,689 $2.2M
LaFleur & Godfrey LLC 0.26% Add +0.1% 25,582 $2.2M
Rafferty Asset Management, LLC 0.01% Add +36.7% 25,459 $2.2M
CreativeOne Wealth, LLC 0.05% Reduce -4.8% 24,818 $2.1M
Steel Grove Capital Advisors, LLC 0.20% Add +0.6% 24,660 $2.1M
Glenmede Trust Co. NA 0.01% Reduce -4.4% 24,261 $2.1M
Retirement Planning Group, LLC 0.05% Add +0.2% 23,713 $2.0M
DRW Securities, LLC 0.12% Add +86.9% 23,600 $2.0M
Miller Howard Investments Inc. 0.05% Add +3.6% 23,598 $2.0M
Engineers Gate Manager LP 0.03% New 23,353 $2.0M
&partners 0.01% Add +1.1% 23,229 $2.0M
Sanctuary Advisors, LLC 0.01% Add +9.7% 23,052 $2.0M
Schroder Investment Management Group 0.00% Reduce -4.6% 22,584 $2.0M
J.W. Cole Advisors, Inc. 0.03% Add +1.2% 21,872 $1.9M
UniSuper Management Pty Ltd 0.01% Reduce -26.5% 21,231 $1.8M
Schnieders Capital Management, Llc. 0.24% Reduce -0.5% 21,112 $1.8M
Wilmington Savings Fund Society, FSB 0.04% Add +4.0% 20,974 $1.8M
Frec Markets, Inc. 0.16% Add +147.6% 20,885 $1.8M
Lido Advisors, LLC 0.01% Add +7.6% 20,819 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -21.0% 20,682 $1.8M
GMO 0.00% No change 20,654 $1.8M
Davis Capital Management 1.06% Add +9.7% 20,624 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.9% 20,340 $1.8M
TD Private Client Wealth LLC 0.03% Add +53.1% 20,228 $1.7M
Meeder Advisory Services, Inc. 0.06% Add +13.0% 20,141 $1.7M
Jupiter Topco LLC 0.00% — 19,832 $1.7M
Private Advisor Group, LLC 0.01% Reduce -0.7% 19,757 $1.7M
44 Wealth Management LLC 0.56% Add +49.0% 19,460 $1.7M
UMB Bank, n.a. 0.02% Add +7.6% 19,427 $1.7M
Janney Montgomery Scott LLC 0.00% Add +19.9% 19,405 $1.7M
GAMMA Investing LLC 0.06% Add +7.0% 19,201 $1.7M
Oak Thistle LLC 0.16% Reduce -55.9% 19,158 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -7.7% 19,146 $1.7M
Man Group plc 0.00% Reduce -43.4% 18,830 $1.6M
Martingale Asset Management L P 0.04% Reduce -23.2% 18,526 $1.6M
Vident Advisory, LLC 0.01% Add +17.0% 18,308 $1.6M
Brookmont Capital Management 0.85% Reduce -0.3% 18,246 $1.6M
Jain Global LLC 0.02% Add +15.9% 18,183 $1.6M
Spirit of America Management Corp. 0.29% Add +2.0% 18,100 $1.6M
Mizuho Securities USA LLC 0.03% Add +29.7% 18,047 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,043 $1.6M
Greenwood Capital Associates LLC 0.15% New 18,030 $1.6M
Westpac Banking Corp. 0.10% Reduce -16.1% 17,892 $1.5M
Prudent Man Advisors, LLC 0.35% Add +7.4% 17,719 $1.5M
Ninepoint Partners LP 0.14% No change 17,684 $1.5M
Integrity Alliance, Llc. 0.05% Add +1.4% 17,590 $1.5M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.0% 17,595 $1.5M
Allworth Financial LP 0.01% Add +6.7% 17,504 $1.5M
DekaBank Deutsche Girozentrale 0.00% No change 18,563 $1.5M
National Pension Service 0.00% Add +1.4% 17,421 $1.5M
Quadrature Capital Ltd 0.01% New 17,392 $1.5M
Holocene Advisors, LP 0.00% New 17,339 $1.5M
Concurrent Investment Advisors, LLC 0.01% Add +14.2% 17,325 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -35.8% 17,251 $1.5M
Chicago Partners Investment Group LLC 0.03% Add +7.2% 17,035 $1.5M
Twin Capital Management Inc. 0.16% Reduce -0.6% 16,804 $1.5M
HB Wealth Management, LLC 0.01% Add +36.4% 16,629 $1.4M
T. Rowe Price Investment Management, Inc. 0.00% No change 16,431 $1.4M
KBC Group NV 0.00% Add +0.1% 16,415 $1.4M
Saudi Central Bank 0.02% Add +89.7% 16,120 $1.4M
Vise Technologies, Inc. 0.02% Add +43.4% 15,956 $1.4M
Keybank National Association 0.00% Add +5.0% 15,861 $1.4M
RIA Advisory Group LLC 0.30% Add +7.0% 15,735 $1.4M
Mirabella Financial Services LLP 0.14% Reduce -58.6% 15,726 $1.4M
Kestra Advisory Services, LLC 0.00% Reduce -0.8% 15,699 $1.4M
Headlands Technologies LLC 0.14% Reduce -47.0% 15,598 $1.3M
IHT Wealth Management, LLC 0.03% Reduce -17.9% 15,368 $1.3M
XTX Topco Ltd 0.02% Reduce -23.0% 14,975 $1.3M
Caprock Group, LLC 0.02% Add +5.5% 14,833 $1.3M
Machina Capital S.A.S. 0.20% New 14,623 $1.3M
Iams Wealth Management, LLC 0.38% Add +16.5% 14,561 $1.3M
Kentucky Retirement Systems 0.03% New 14,530 $1.3M
Storgate, LLC 0.26% Add +146.9% 14,500 $1.3M
Goelzer Investment Management, Inc. 0.05% Reduce -5.3% 14,449 $1.2M
Atria Investments, Inc 0.01% Add +30.1% 14,438 $1.2M
Nomura Holdings Inc. 0.01% Reduce -93.5% 14,321 $1.2M
Catherine Avery Investment Management LLC 0.52% Reduce -2.2% 13,834 $1.2M
Sierra Summit Advisors LLC 0.13% Add +2.3% 13,792 $1.2M
Parallel Advisors, LLC 0.02% Add +10.6% 13,723 $1.2M
Bleakley Financial Group, LLC 0.02% Add +22.0% 13,696 $1.2M
Albion Financial Group 0.07% Reduce -0.1% 13,683 $1.2M
Nordea Investment Management AB 0.00% Add +0.5% 13,463 $1.2M
Farther Finance Advisors, LLC 0.01% Add +2.1% 13,212 $1.1M
Nicolet Bankshares Inc. 0.04% Reduce -0.5% 13,068 $1.1M
Turning Point Benefit Group, Inc. 0.48% Add +10.9% 12,961 $1.1M
Acadian Asset Management LLC 0.00% Reduce -60.6% 12,963 $1.1M
Odyssean, LLC 0.18% New 12,702 $1.1M
Hartford Investment Management Co. 0.03% Reduce -4.6% 12,641 $1.1M
AGH Wealth Advisors, LLC 0.69% No change 12,579 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +41.1% 12,559 $1.1M
Gateway Investment Advisers LLC 0.01% Add +35.0% 12,557 $1.1M
Adamsbrown Wealth Consultants LLC 0.20% Add +4.2% 12,493 $1.1M
Vinva Investment Management Ltd 0.01% Add +12.7% 12,377 $1.1M
Financial Partners Group, Inc 0.11% Reduce -2.4% 12,431 $1.1M
Royal London Asset Management Ltd. 0.00% Reduce -2.6% 12,423 $1.1M
Maryland State Retirement & Pension System 0.02% Add +10.8% 12,390 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +1.4% 12,133 $1.0M
Contravisory Investment Management, Inc. 0.18% Add +2.0% 12,069 $1.0M
WCG Wealth Advisors LLC 0.02% Reduce -1.2% 11,923 $1.0M
Louisiana State Employees Retirement System 0.02% Add +0.8% 11,800 $1.0M
Atlantic Union Bankshares Corp 0.02% Add +3.0% 11,472 $992K
New Mexico Educational Retirement Board 0.02% Add +7.5% 11,450 $990K
Gibson Wealth Advisors LLC 0.61% Reduce -9.5% 11,400 $985K
iSAM Funds (UK) Ltd 0.69% New 11,300 $977K
FAS Wealth Partners, Inc. 0.05% Add +8.2% 11,070 $957K
AE Wealth Management LLC 0.00% Add +7.0% 10,937 $945K
Norinchukin Bank, The 0.01% Add +9.0% 10,920 $944K
Gsa Capital Partners LLP 0.06% Add +4.4% 10,839 $937K
Exchange Traded Concepts, LLC 0.00% Reduce -2.1% 10,818 $935K
Integrated Wealth Concepts LLC 0.01% Reduce -9.9% 10,516 $909K
MAI Capital Management 0.00% Add +350.8% 10,495 $907K
Horizon Investments, LLC 0.01% Add +1.5% 10,469 $905K
Havemeyer Place LP 0.09% Add +915.0% 10,455 $904K
Lazard Asset Management LLC 0.00% Add +11.9% 10,422 $901K
Signaturefd, LLC 0.01% Add +22.3% 10,339 $894K
Moors & Cabot, Inc. 0.03% Reduce -2.4% 10,208 $882K
Kestra Private Wealth Services, LLC 0.01% Add +22.3% 10,131 $876K
Reaves W H & Co. Inc. 0.01% Reduce -0.1% 10,078 $871K
Pinnacle Financial Partners, Inc. 0.01% Add +2.1% 10,052 $869K
Merit Financial Group, LLC 0.01% Reduce -4.5% 10,035 $867K
Choreo, LLC 0.01% Reduce -7.1% 9,917 $857K
Pallas Capital Advisors LLC 0.03% Reduce -7.5% 9,898 $855K
NFSG Corp 0.10% Reduce -4.3% 9,819 $849K
Blair William & Co. 0.00% Add +51.9% 9,809 $848K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +12.0% 9,808 $848K
Trust Co 0.08% Reduce -12.7% 9,695 $838K
Principal Securities, Inc. 0.01% Add +3.5% 9,669 $836K
Altfest L J & Co. Inc. 0.08% Add +27.6% 9,584 $828K
Huber Capital Management LLC 0.12% No change 9,502 $821K
Ieq Capital, LLC 0.00% New 9,423 $814K
Coldstream Capital Management Inc. 0.01% Add +22.2% 9,419 $814K
Brown Brothers Harriman & Co. 0.00% Add +63.8% 9,368 $810K
CoreFirst Bank & Trust 0.40% Reduce -3.4% 9,364 $809K
Rockland Trust Co. 0.03% Reduce -7.7% 9,327 $806K
Crossmark Global Holdings, Inc. 0.01% Add +2.7% 9,264 $801K
JMN Financial LLC 0.62% Add +33.0% 9,238 $798K
Fairview Capital Investment Management, LLC 0.04% No change 9,221 $797K
Two Sigma Securities, LLC 0.07% Reduce -62.9% 9,161 $792K
Mgo One Seven LLC 0.01% Add +5.2% 9,155 $791K
Dynamic Technology Lab Private Ltd 0.18% Reduce -39.1% 9,111 $787K
SBI Okasan Asset Management Co.Ltd. 0.03% No change 9,000 $783K
MUFG Securities EMEA plc 0.01% Reduce -4.6% 9,014 $779K
Compound Planning, Inc. 0.02% Add +5.7% 8,969 $775K
S&A Financial Services, Inc. 0.47% Reduce -2.1% 8,952 $774K
Moody National Bank Trust Division 0.06% Add +0.2% 8,935 $772K
Sagewood Asset Management LP 0.17% Add +33.2% 8,904 $770K
Brighton Jones LLC 0.01% Add +6.3% 8,849 $765K
Verity Asset Management, Inc. 0.29% Add +10.8% 8,846 $765K
Modern Wealth Management, LLC 0.01% Add +0.8% 8,809 $761K
Smith, Moore & Co. 0.05% Reduce -0.9% 8,774 $758K
Blackhawk Capital Partners, LLC 0.25% Add +78.5% 8,769 $758K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.3% 8,739 $755K
Evergreen Capital Management LLC 0.01% Reduce -9.5% 8,631 $746K
Heartland Bank & Trust Co 0.15% Reduce -1.2% 8,593 $743K
Praxis Investment Management Inc. 0.04% No change 8,550 $739K
Potomac Fund Management Inc. 0.02% Add +0.7% 8,420 $728K
Walleye Capital LLC 0.00% Add +104812.5% 8,393 $725K
Syon Capital LLC 0.03% Add +0.7% 8,271 $715K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 8,200 $709K
Benjamin Edwards Inc. 0.01% Add +15.2% 8,086 $699K
Empirical Finance, LLC 0.03% Add +3.4% 8,082 $699K
V-Square Quantitative Management LLC 0.06% Add +0.9% 7,875 $681K
Callan Family Office, LLC 0.01% Reduce -0.7% 7,814 $675K
EP Wealth Advisors, LLC 0.00% Reduce -1.1% 7,811 $675K
Inscription Capital, LLC 0.06% Add +2.3% 7,755 $670K
Cynosure Group, LLC 0.10% New 7,743 $669K
Aware Super Pty Ltd as trustee of Aware Super 0.01% Reduce -24.5% 7,572 $654K
Mariner, LLC 0.00% Add +199.8% 7,552 $653K
Ameritas Advisory Services, LLC 0.01% Add +143.2% 7,500 $648K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 7,390 $639K
Sound Income Strategies, LLC 0.03% Reduce -10.2% 7,378 $638K
Jeppson Wealth Management, LLC 0.19% Reduce -0.8% 7,345 $635K
PFG Investments, LLC 0.02% Add +19.4% 7,255 $627K
Novak & Powell Financial Services, Inc. 0.29% Add +0.8% 7,220 $624K
Profund Advisors LLC 0.02% Reduce -8.1% 7,217 $624K
Intrua Financial, LLC 0.06% Reduce -6.6% 7,193 $622K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -18.5% 7,139 $619K
MainStreet Investment Advisors LLC 0.08% Add +0.2% 7,099 $614K
Avantra Family Wealth, Inc. 0.39% Add +104.6% 7,094 $613K
Ti-Trust, Inc. 0.33% Reduce -1.4% 7,047 $609K
Mufg Securities Americas Inc. 0.03% Add +9.0% 6,943 $600K
Citizens Financial Group Inc. 0.01% Add +156.6% 6,924 $598K
Marex Group Ltd 0.00% New 6,911 $597K
North Dakota State Investment Board 0.02% Add +1.7% 6,844 $592K
Focus Partners Advisor Solutions, LLC 0.01% New 6,767 $585K
Aaron Wealth Advisors LLC 0.03% Add +31.0% 6,727 $581K
IFG Advisory, LLC 0.02% New 6,667 $576K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% No change 6,660 $576K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -1.6% 6,601 $574K
Kingsview Wealth Management, LLC 0.01% Add +1.1% 6,595 $570K
Xcelsior Advisor Partners LLC 0.07% Add +131.0% 6,580 $569K
Krilogy Financial LLC 0.02% Add +0.7% 6,580 $569K
Arkadios Wealth Advisors 0.01% Add +1.2% 6,558 $567K
Amica Mutual Insurance Co. 0.05% Reduce -28.7% 6,546 $566K
Harbour Investments, Inc. 0.01% Reduce -9.7% 6,483 $560K
Prime Capital Investment Advisors, LLC 0.01% Reduce -6.0% 6,419 $555K
Baker Avenue Asset Management, LP 0.01% Add +11.8% 6,341 $548K
GoalVest Advisory LLC 0.10% Add +0.4% 6,290 $544K
Simplicity Wealth,LLC 0.02% Add +33.8% 6,285 $543K
STRS Ohio 0.00% Add +13.9% 6,270 $542K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +0.2% 6,266 $542K
Agf Management Ltd. 0.00% New 6,121 $529K
Gentry Private Wealth, LLC 0.27% No change 6,098 $527K
Securian Asset Management, Inc. 0.02% Reduce -1.6% 6,105 $523K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -0.5% 6,030 $521K
Waterfront Wealth Inc. 0.08% No change 6,067 $520K
AlphaCore Capital LLC 0.01% Add +11.3% 6,009 $519K
Huntington National Bank 0.00% Add +6.2% 5,940 $513K
Uncommon Cents Investing LLC 0.11% Add +1.7% 5,910 $511K
Transcend Capital Advisors, LLC 0.03% Add +14.8% 5,907 $511K
World Investment Advisors 0.01% Reduce -23.7% 6,090 $504K
Lanark Financial, Inc. 0.03% Reduce -0.5% 5,814 $503K
Prairie Advisory, LLC 0.12% — 5,761 $498K
Composition Wealth, LLC 0.01% Add +10.8% 5,751 $497K
Naples Global Advisors, LLC 0.03% Add +3.1% 5,670 $490K
Ballentine Partners, LLC 0.01% Add +26.4% 5,652 $489K
Evolve Private Wealth, LLC 0.03% Reduce -44.6% 5,628 $486K
AlphaStar Capital Management, LLC 0.03% Add +1.0% 5,603 $484K
Metis Global Partners, LLC 0.01% Reduce -15.0% 5,542 $479K
Wedmont Private Capital 0.01% Add +11.5% 5,562 $477K
Schulhoff & Co. Inc. 0.19% No change 5,500 $475K
Steward Partners Investment Advisory, LLC 0.00% Add +58.8% 5,480 $474K
Apollon Financial, LLC 0.06% Add +0.6% 5,442 $470K
Tradewinds, LLC. 0.11% Add +62.6% 5,865 $469K
Prosperity Consulting Group, LLC 0.02% New 5,398 $467K
Waverly Advisors, LLC 0.00% Reduce -4.0% 5,382 $465K
Vista Investment Partners LLC 0.12% No change 5,358 $463K
Bessemer Group Inc. 0.00% Add +29.6% 5,357 $463K
Advantage Trust Co 0.16% Add +5250.0% 5,350 $462K
Balboa Wealth Partners 0.06% Reduce -0.0% 5,338 $461K
Anchyra Partners LLC 0.11% Reduce -0.1% 5,324 $460K
Ritholtz Wealth Management 0.01% Add +4.1% 5,300 $458K
Lombard Odier Asset Management (Switzerland) SA 0.01% New 5,200 $449K
Panagora Asset Management Inc. 0.00% No change 5,183 $448K
Mattern Wealth Management LLC 0.07% No change 5,180 $448K
Independent Advisor Alliance 0.01% Add +13.9% 5,163 $446K
Apollon Wealth Management, LLC 0.01% Add +25.1% 5,138 $444K
Equity Wealth Partners, LLC 0.16% New 5,098 $441K
Intrust Bank NA 0.03% Reduce -1.4% 5,057 $437K
Trust Co of Kansas 0.22% Add +35.8% 5,059 $437K
LSV Asset Management 0.00% No change 5,056 $437K
Kera Capital Partners, Inc. 0.04% Add +26.7% 5,012 $433K
Keating Financial Advisory Services, Inc. 0.06% Add +1.3% 4,954 $428K
Rothschild Investment LLC 0.02% Add +441.4% 4,921 $425K
LexAurum Advisors, LLC 0.05% Reduce -1.8% 4,894 $423K
Aptus Capital Advisors, LLC 0.00% Add +3.7% 4,876 $421K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 4,870 $421K
Greenleaf Trust 0.00% Add +2.4% 4,859 $420K
Garner Asset Management Corp 0.14% No change 4,857 $420K
Johnson Investment Counsel Inc. 0.00% Reduce -11.0% 4,844 $419K
Equitable Holdings, Inc. 0.00% Reduce -14.7% 4,812 $416K
SYM FINANCIAL Corp 0.03% Add +13.0% 4,781 $413K
CENTRAL TRUST Co 0.01% Add +0.3% 4,754 $411K
Kentucky Trust Co 0.20% Reduce -0.1% 4,746 $410K
Axq Capital, LP 0.04% Reduce -33.9% 4,692 $406K
Wedbush Securities Inc. 0.01% Reduce -8.4% 4,650 $402K
D.A. Davidson & Co. 0.00% Reduce -0.3% 4,587 $397K
Walker Asset Management, LLC 0.20% Reduce -0.5% 4,576 $395K
Integris Wealth Management, LLC 0.08% No change 4,570 $395K
Cura Wealth Advisors, LLC 0.17% Add +0.8% 4,497 $389K
Cresset Asset Management, LLC 0.00% Add +7.0% 4,437 $384K
Mather Group, Llc. 0.00% Add +2.9% 4,429 $383K
Versant Capital Management, Inc 0.03% Add +7.5% 4,421 $382K
Valeo Financial Advisors, LLC 0.01% Add +74.7% 4,398 $380K
Triad Wealth Partners, LLC 0.02% Add +2.0% 4,537 $378K
Westwood Holdings Group Inc. 0.00% New 4,362 $377K
Saiph Capital, LLC 0.11% New 4,348 $376K
Keystone Financial Group 0.02% Add +7.0% 4,342 $375K
Canada Post Corp Registered Pension Plan 0.01% No change 4,325 $374K
Providence Financial Advisors, LLC 0.21% Add +0.1% 4,325 $374K
CGN Advisors LLC 0.03% Reduce -6.6% 4,283 $370K
Sound Stewardship, LLC 0.15% No change 4,232 $366K
Eastern Bank 0.01% No change 4,232 $366K
Summit Financial, LLC 0.00% Add +8.0% 4,196 $363K
Black Diamond Financial, LLC 0.03% Add +2.2% 4,129 $357K
Probity Advisors, Inc. 0.05% Reduce -0.3% 4,097 $354K
Crestwood Advisors Group, LLC 0.01% Add +16.6% 4,071 $352K
Aviva PLC 0.00% No change 4,041 $349K
Vaughan David Investments LLC 0.01% No change 4,021 $348K
Alpha Family Trust 0.14% No change 3,970 $343K
High Point Wealth Management, LLC 0.29% Add +54.2% 3,965 $343K
Caliber Wealth Management, LLC / KS 0.03% Add +54.0% 3,953 $342K
KCM Investment Advisors LLC 0.01% Reduce -1.4% 3,949 $341K
Kavar Capital Partners Group, LLC 0.04% Add +0.9% 3,949 $341K
Kingdom Financial Group LLC. 0.09% Reduce -6.2% 3,923 $339K
Larson Financial Group LLC 0.01% Add +21.9% 3,914 $338K
Legacy Financial Strategies, LLC 0.05% No change 3,893 $336K
Glenview Trust Co 0.00% Add +17.6% 3,881 $335K
Northland Securities, Inc. 0.20% No change 3,873 $335K
TCW Group Inc. 0.00% Add +1.8% 3,862 $334K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +1.7% 3,854 $333K
Bank & Trust Co 0.21% No change 3,809 $329K
First National Advisers, LLC 0.05% Add +0.8% 3,804 $329K
Tema ETFs LLC 0.01% Add +8.3% 3,798 $328K
Sowell Financial Services LLC 0.01% Reduce -1.4% 3,797 $328K
Cornerstone Wealth Management, LLC 0.01% Add +0.4% 3,794 $328K
Boothbay Fund Management, LLC 0.01% Reduce -66.7% 3,776 $326K
Gradient Investments LLC 0.00% Add +3.1% 3,754 $324K
CWA Asset Management Group, LLC 0.01% Reduce -0.3% 3,749 $324K
Texas Yale Capital Corp. 0.01% No change 3,743 $324K
Smith Chas P & Associates Pa Cpas 0.02% No change 3,735 $323K
Kimelman & Baird, LLC 0.02% No change 3,734 $323K
CX Institutional 0.01% Add +6.3% 3,728 $322K
LMR Partners LLP 0.00% New 3,725 $322K
Bull Harbor Capital LLC 0.06% Add +4.0% 3,687 $319K
Prelude Capital Management, LLC 0.02% Reduce -40.2% 3,675 $318K
Uptick Partners, LLC 0.05% Add +7.6% 3,648 $315K
Northwest & Ethical Investments L.P. 0.01% Reduce -62.2% 3,549 $309K
Advyzon Investment Management, LLC 0.02% Reduce -38.6% 3,554 $307K
West Family Investments, Inc. 0.09% New 3,533 $305K
Brown Advisory Inc. 0.00% Add +10.1% 3,522 $304K
Quent Capital, LLC 0.02% Add +5.7% 3,491 $302K
Ashton Thomas Private Wealth, LLC 0.01% Add +2.0% 3,487 $301K
Checchi Capital Advisers, LLC 0.02% Add +4.8% 3,441 $297K
Pinion Investment Advisors, LLC 0.06% Add +0.8% 3,432 $297K
Stratos Wealth Partners, LTD. 0.00% New 3,406 $294K
Capital Investment Management, Inc. 0.09% Reduce -0.7% 3,406 $294K
Sagespring Wealth Partners, LLC 0.00% Add +1.2% 3,401 $294K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.9% 3,398 $294K
Stirlingshire Investments, Inc. 0.22% Add +1.5% 3,359 $290K
Alteri Wealth LLC 0.08% Add +32.1% 3,343 $289K
OneAscent Financial Services LLC 0.01% Reduce -7.9% 3,331 $288K
R Squared Ltd 0.15% New 3,314 $286K
CFS Investment Advisory Services, LLC 0.02% Add +1.9% 3,195 $282K
Snowden Capital Advisors LLC 0.01% Reduce -26.3% 3,257 $282K
Tower Research Capital LLC (TRC) 0.01% Reduce -77.0% 3,231 $279K
Certuity, LLC 0.01% New 3,203 $277K
Commerzbank Aktiengesellschaft 0.01% No change 3,152 $272K
Wealth Alliance Advisory Group, LLC 0.04% No change 3,097 $268K
Clearwater Capital Advisors, LLC 0.02% No change 3,074 $266K
Summitry LLC 0.01% New 3,073 $266K
Beacon Pointe Advisors, LLC 0.00% Reduce -22.1% 3,070 $265K
Hager Investment Management Services, LLC 0.12% No change 3,060 $264K
Bedel Financial Consulting, Inc. 0.03% Reduce -1.8% 3,022 $261K
Barnes Wealth Management Group, Inc 0.12% Reduce -2.0% 3,020 $261K
Washington Trust Bank 0.02% No change 3,000 $259K
Capula Management Ltd 0.00% Reduce -33.1% 2,959 $256K
Phoenix Wealth Advisors 0.09% Reduce -1.6% 2,953 $255K
Savvy Advisors, Inc. 0.01% Add +10.7% 2,948 $255K
Burton Enright Welch 0.03% Add +0.7% 2,932 $253K
Venturi Wealth Management, LLC 0.01% Reduce -19.3% 2,931 $253K
PCM Encore, LLC 0.04% Reduce -0.7% 2,907 $251K
Ifrah Financial Services, Inc. 0.06% Reduce -1.3% 2,881 $249K
AlphaGrep UK Ltd 0.08% Add +11.8% 2,879 $249K
Frank, Rimerman Advisors LLC 0.01% New 2,826 $244K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.8% 2,822 $244K
Foundations Investment Advisors, LLC 0.00% Reduce -5.0% 2,814 $243K
Riggs Asset Managment Co. Inc. 0.04% No change 2,800 $242K
Westover Capital Advisors, LLC 0.04% No change 2,800 $242K
IFP Advisors, Inc 0.00% Add +7.5% 2,780 $240K
Indivisible Partners 0.01% Add +4.3% 2,746 $237K
Northstar Advisory Group, LLC 0.07% No change 2,742 $237K
Global Retirement Partners, LLC 0.00% — 2,741 $237K
Guyasuta Investment Advisors Inc. 0.01% No change 2,739 $237K
Optas, LLC 0.03% Add +4.2% 2,730 $236K
Leavell Investment Management, Inc. 0.01% No change 2,728 $236K
Perigon Wealth Management, LLC 0.00% New 2,714 $235K
Aprio Wealth Management, LLC 0.01% Add +0.0% 2,700 $233K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 2,696 $233K
Avanza Fonder AB 0.01% Add +74.8% 2,674 $231K
Vontobel Holding Ltd. 0.00% New 2,672 $231K
State of Wyoming 0.02% New 2,660 $230K
VestGen Advisors, LLC 0.01% Add +6.1% 2,654 $229K
Mutual Advisors, LLC 0.00% New 2,646 $229K
Welch Group, LLC 0.01% No change 2,601 $225K
Twin Focus Capital Partners, LLC 0.02% No change 2,600 $225K
Smartleaf Asset Management LLC 0.01% No change 2,544 $221K
Poinciana Advisors Group, LLC 0.16% No change 2,555 $221K
First National Bank Sioux Falls 0.06% No change 2,691 $221K
Intelligence Driven Advisers, LLC 0.04% New 2,539 $219K
Midwest Financial Group LLC 0.08% Add +0.1% 2,538 $219K
Everpar Advisors LLC 0.06% New 2,526 $218K
Pettee Investors, Inc. 0.11% No change 2,523 $218K
Turtle Creek Wealth Advisors, LLC 0.01% New 2,511 $217K
EverSource Wealth Advisors, LLC 0.01% Reduce -4.2% 2,508 $217K
Capital Investment Advisors, LLC 0.00% Reduce -7.0% 2,506 $217K
Danske Bank A/S 0.00% No change 2,500 $216K
Cidel Asset Management Inc. 0.01% Reduce -4.4% 2,482 $215K
Aristotle Capital Management, LLC 0.00% New 2,467 $213K
Bluespring Wealth Management, LLC 0.00% New 2,466 $213K
Caitong International Asset Management Co., Ltd 0.03% New 2,440 $211K
Forge Financial Services LLC 0.02% New 2,422 $209K
Gladstone Institutional Advisory LLC 0.01% New 2,391 $207K
Royal Fund Management, LLC 0.02% New 2,354 $203K
Mengis Capital Management, Inc. 0.03% New 2,347 $203K
Destiny Wealth Partners, LLC 0.03% Add +476.6% 2,439 $202K
HBW Advisory Services LLC 0.02% New 2,325 $201K
Whittier Trust Co. 0.00% Add +0.3% 2,087 $180K
Bfsg, LLC 0.02% Reduce -23.6% 2,075 $179K
HHM Wealth Advisors, LLC 0.02% No change 2,074 $179K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +213.4% 2,031 $176K
Ameritas Investment Partners, Inc. 0.00% Reduce -3.9% 1,979 $171K
Geneos Wealth Management Inc. 0.00% Reduce -27.8% 1,852 $160K
Cary Street Partners Investment Advisory LLC 0.03% Add +11.8% 1,842 $159K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +63.6% 1,800 $156K
Tradewinds Capital Management, LLC 0.03% No change 1,800 $156K
Bokf, NA 0.00% Add +22.3% 1,710 $148K
First Command Advisory Services, Inc. 0.00% Add +29.2% 1,652 $143K
Trust Co. of Vermont 0.01% — 1,585 $137K
Creative Capital Management Investments LLC 0.03% Add +2.1% 1,533 $132K
Hantz Financial Services, Inc. 0.00% Add +12.9% 1,493 $129K
Optiver Holding B.V. 0.00% Add +34.1% 1,484 $128K
Quantum Portfolio Management LLC 0.05% New 1,470 $127K
Transamerica Financial Advisors, LLC 0.01% Reduce -8.5% 1,444 $125K
TD Waterhouse Canada Inc. 0.00% No change 1,423 $123K
Retirement Wealth Solutions LLC 0.07% Add +2469.1% 1,413 $122K
Siemens Fonds Invest GmbH 0.01% No change 1,411 $122K
Westside Investment Management, Inc. 0.02% No change 1,384 $120K
Hilltop National Bank 0.02% No change 1,267 $110K
Atwood & Palmer Inc. 0.01% No change 1,266 $109K
Continuum Advisory, LLC 0.01% New 1,252 $108K
Southern Michigan Bank & Trust 0.04% No change 1,250 $108K
Parkside Financial Bank & Trust 0.01% Add +26.1% 1,238 $107K
Cape Investment Advisory, Inc. 0.03% New 1,225 $106K
SRH Advisors, LLC 0.03% Add +0.3% 1,196 $103K
Rogco, LP 0.03% No change 1,120 $97K
Y.D. More Investments Ltd 0.00% Add +3.7% 1,093 $94K
Clearstead Advisors, LLC 0.00% Add +867.0% 1,083 $94K
Truvestments Capital LLC 0.01% Add +0.1% 1,012 $87K
First Financial Corp. 0.03% No change 1,000 $86K
Montag A & Associates Inc. 0.00% No change 1,000 $86K
HM Payson & Co. 0.00% No change 1,000 $86K
CVA Family Office, LLC 0.01% Add +0.2% 993 $86K
Bayforest Capital Ltd 0.08% New 990 $86K
Mowery & Schoenfeld Wealth Management, LLC 0.12% No change 976 $84K
Caldwell Sutter Capital, Inc. 0.03% No change 956 $83K
Duncker Streett & Co. Inc. 0.01% No change 949 $82K
Ostrum Asset Management 0.00% Reduce -16.7% 938 $81K
Cassaday & Co Wealth Management LLC 0.00% No change 931 $80K
Bullock Wealth Management Group 0.03% Add +12857.1% 907 $78K
Quarry LP 0.01% Reduce -67.7% 903 $78K
Strategic Wealth Partners, Ltd. 0.00% No change 877 $76K
Beaird Harris Wealth Management, LLC 0.00% No change 872 $75K
Hughes Financial Services, LLC 0.01% Add +1.3% 860 $74K
City State Bank 0.02% No change 808 $70K
Deseret Mutual Benefit Administrators 0.02% Reduce -17.3% 806 $70K
Cromwell Holdings LLC 0.03% Add +2.1% 788 $68K
Centennial Bank 0.02% No change 777 $67K
Sims Investment Management, LLC 0.02% New 747 $65K
MV Capital Management, Inc. 0.01% Add +0.3% 716 $62K
Blue Trust, Inc. 0.00% Reduce -44.3% 715 $62K
Key Financial Inc 0.01% No change 714 $62K
Spire Wealth Management 0.00% Reduce -11.3% 706 $61K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -0.8% 700 $60K
Pinnacle Bancorp, Inc. 0.02% No change 696 $60K
NBH Bank 0.02% — 677 $59K
True Wealth Design, LLC 0.01% Add +13.3% 675 $58K
LRI Investments, LLC 0.00% Add +24.9% 672 $58K
Index Technologies Group LLC 0.05% New 670 $58K
Heritage Wealth Advisors 0.00% No change 658 $57K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.5% 639 $56K
EFG International AG 0.00% Add +140.6% 640 $55K
Manning & Napier Advisors LLC 0.00% Add +15.0% 628 $55K
CYBER HORNET ETFs LLC 0.03% Reduce -0.8% 627 $54K
CoreCap Advisors, LLC 0.00% Add +0.3% 614 $53K
Atlatl Advisers LLC 0.01% New 613 $53K
Mechanics Financial Corp 0.02% No change 605 $52K
Delta Asset Management LLC 0.00% No change 605 $52K
DT Investment Partners, LLC 0.00% No change 600 $52K
Pacific Center for Financial Services 0.01% No change 598 $52K
TOWER TRUST & INVESTMENT Co 0.03% No change 579 $50K
Bravera Wealth 0.02% Add +25.4% 578 $50K
Planning Strategies Inc. 0.03% — 569 $49K
Independence Bank of Kentucky 0.01% No change 556 $48K
IMA Advisory Services, Inc. 0.00% No change 553 $48K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 534 $46K
Compass Financial Management LLC 0.01% — 541 $45K
Glass Jacobson Investment Advisors llc 0.01% No change 510 $44K
Triumph Capital Management 0.01% No change 508 $44K
Institute for Wealth Management, LLC. 0.00% New 507 $44K
Loomis Sayles & Co. L P 0.00% Add +49700.0% 498 $43K
Cedar Mountain Advisors, LLC 0.01% No change 493 $43K
Fairscale Capital, LLC 0.03% No change 492 $43K
Private Trust Co. NA 0.00% No change 482 $42K
Carolina Wealth Advisors, LLC 0.02% No change 478 $41K
Avion Wealth 0.01% No change 485 $41K
Basecamp Wealth Advisors LLC 0.01% No change 464 $40K
SBI Securities Co., Ltd. 0.00% Add +2.7% 463 $40K
Crewe Advisors LLC 0.00% Add +239.0% 461 $40K
Prosperity Bancshares Inc 0.03% No change 443 $38K
Ares Financial Consulting, LLC 0.03% No change 430 $37K
Roxbury Financial LLC 0.03% Add +0.8% 399 $34K
Fiduciary Financial Advisors 0.00% New 401 $34K
Alpine Bank Wealth Management 0.00% New 387 $33K
Clearstead Trust, LLC 0.00% No change 381 $33K
Ameriflex Group, Inc. 0.01% Add +14.3% 368 $32K
Burk Holdings LLC 0.01% No change 363 $31K
City Holding Co. 0.00% No change 358 $31K
Bruce G. Allen Investments, LLC 0.02% No change 352 $30K
Bogart Wealth, LLC 0.00% Add +2.6% 351 $30K
Knuff & Co LLC 0.01% New 350 $30K
MidFirst Bank 0.00% No change 350 $30K
Smithfield Trust Co 0.00% No change 345 $30K
Zions Bancorporation, National Association 0.00% Reduce -21.4% 334 $29K
CNB Bank 0.01% No change 324 $28K
Evermay Wealth Management LLC 0.00% Add +45.9% 321 $28K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.0% 312 $27K
SHP Wealth Management 0.00% Reduce -9.6% 312 $27K
Essential Partners LLC 0.01% Add +16.9% 311 $27K
Bayban 0.02% No change 310 $27K
WealthCollab, LLC 0.01% No change 304 $26K
Valley National Advisers Inc. 0.00% No change 301 $26K
Atlas Capital Advisors Inc. 0.00% No change 300 $26K
Lavaca Capital LLC 0.00% No change 300 $26K
Caldwell Trust Co 0.00% New 300 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 299 $26K
SJS Investment Consulting Inc. 0.00% Add +145.1% 277 $24K
Community Bank, N.A. 0.00% New 276 $24K
University of Texas/Texas Am Investment Management Co. 0.00% New 271 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 269 $23K
Private Wealth Management Group, LLC 0.01% No change 260 $22K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 250 $22K
Consultiva Wealth Management, Corp. 0.05% No change 250 $22K
Rossby Financial, LCC 0.00% Reduce -8.2% 246 $21K
GW&K Investment Management, LLC 0.00% Reduce -9.7% 234 $20K
Physician Wealth Advisors, Inc. 0.00% Add +7.7% 224 $19K
Manchester Capital Management LLC 0.00% No change 218 $19K
Sachetta, LLC 0.01% Add +29.0% 209 $18K
Flagship Wealth Advisors, LLC 0.00% No change 200 $17K
Bell Investment Advisors, Inc 0.00% No change 198 $17K
Princeton Global Asset Management LLC 0.00% No change 195 $17K
Elevation Wealth Partners, LLC 0.00% Add +132.1% 188 $16K
Synergy Investment Management, LLC 0.00% Add +83.2% 185 $16K
Bank of New Hampshire 0.00% No change 179 $15K
Pin Oak Investment Advisors Inc. 0.01% Add +1.8% 168 $15K
Capital Analysts, LLC 0.00% Reduce -7.6% 170 $15K
Fortitude Family Office, LLC 0.00% Add +3.7% 169 $15K
Beacon Investment Advisory Services, Inc. 0.00% No change 169 $15K
North Star Investment Management Corp. 0.00% Add +3.2% 160 $14K
Key Capital Management, INC 0.01% Reduce -68.0% 156 $13K
Raleigh Capital Management Inc. 0.00% Add +0.7% 155 $13K
Owl Creek Wealth Partners LLC 0.00% No change 155 $13K
Capital Advisors, Ltd. LLC 0.00% No change 149 $13K
Hollencrest Capital Management 0.00% Add +0.7% 147 $13K
Paladin Advisory Group, LLC 0.01% No change 145 $13K
AdvisorNet Financial, Inc 0.00% Reduce -5.4% 139 $12K
Covestor Ltd 0.01% Reduce -42.6% 143 $12K
JFS Wealth Advisors, LLC 0.00% Add +9.8% 135 $12K
Buck Wealth Strategies, LLC 0.00% New 131 $11K
Steigerwald, Gordon & Koch Inc. 0.00% No change 125 $11K
Asset Dedication, LLC 0.00% No change 119 $10K
Aspect Partners, LLC 0.00% No change 119 $10K
Colonial Trust Co / SC 0.00% Add +50.0% 117 $10K
Dunhill Financial, LLC 0.00% Add +2.7% 115 $10K
Tsfg, LLC 0.00% No change 113 $10K
Gen-Wealth Partners Inc 0.00% No change 112 $10K
McGuire Capital Advisors Inc. 0.01% No change 111 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 109 $9K
MCF Advisors LLC 0.00% No change 103 $9K
Private Wealth Asset Management, LLC 0.00% New 103 $9K
Wolff Wiese Magana LLC 0.00% New 101 $9K
New England Capital Financial Advisors LLC 0.00% No change 100 $9K
Millstone Evans Group, LLC 0.00% Add +11.4% 98 $8K
CGC Financial Services, LLC 0.00% No change 98 $8K
Kemnay Advisory Services Inc. 0.00% Add +5.6% 95 $8K
Basepoint Wealth LLC 0.00% Add +118.6% 94 $8K
Bellevue Asset Management, LLC 0.00% Add +1.2% 86 $7K
Addison Advisors LLC 0.00% Reduce -94.8% 86 $7K
Golden State Wealth Management, LLC 0.00% New 85 $7K
Silver Grove Financial Group, Inc. 0.00% New 84 $7K
Elevated Capital Advisors, LLC 0.00% No change 80 $7K
Premier Financial Group 0.00% New 76 $7K
SouthState Bank Corp 0.00% Add +18.8% 76 $7K
JNBA Financial Advisors 0.00% No change 73 $6K
POM Investment Strategies, LLC 0.01% No change 72 $6K
Prestige Wealth Management Group LLC 0.00% No change 65 $6K
Financial Management Professionals, Inc. 0.00% No change 65 $6K
GHP Investment Advisors, Inc. 0.00% No change 61 $5K
Country Trust Bank 0.00% New 60 $5K
Armstrong Advisory Group, Inc. 0.00% Reduce -11.9% 59 $5K
Cornerstone Financial Management LLC 0.00% Add +11.8% 57 $5K
IFS Advisors, LLC 0.00% No change 57 $5K
Salomon & Ludwin, LLC 0.00% No change 57 $5K
Signature Equity Partners, LLC 0.00% No change 55 $5K
Financial Consulate, Inc. 0.00% Add +5.8% 55 $5K
Summit Securities Group LLC 0.00% Add +42.1% 54 $5K
Rialto Wealth Management, LLC 0.00% Add +100.0% 50 $4K
J.Safra Asset Management Corp 0.00% No change 50 $4K
Nykredit A/S 0.00% — 48 $4K
Axiom Investment Management LLC 0.00% New 47 $4K
Brown, Lisle/Cummings, Inc. 0.00% Add +114.3% 45 $4K
Fulcrum Asset Management LLP 0.00% Reduce -99.2% 44 $4K
Marshall Investment Management, LLC 0.00% New 44 $4K
Park Place Capital Corp 0.00% Reduce -12.0% 44 $4K
Abound Wealth Management 0.00% Add +55.6% 42 $4K
Olistico Wealth, LLC 0.00% No change 41 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +39.3% 39 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 38 $3K
Commonwealth Retirement Investments LLC 0.00% New 38 $3K
Boreal Capital Management LLC 0.00% No change 37 $3K
Kilter Group LLC 0.00% Add +42.3% 37 $3K
Torren Management, LLC 0.00% No change 37 $3K
Arlington Trust Co LLC 0.00% No change 36 $3K
Highline Wealth Partners LLC 0.00% Add +161.5% 34 $3K
Cornerstone Planning Group LLC 0.00% Reduce -21.4% 33 $3K
TFC Financial Management, Inc. 0.00% No change 33 $3K
First Horizon Corp. 0.00% No change 31 $3K
S&T Bank 0.00% Add +150.0% 30 $3K
Sankala Group LLC 0.00% Add +31.8% 29 $2K
Ankerstar Wealth, LLC 0.00% No change 24 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 27 $2K
JPL Wealth Management, LLC 0.00% Add +10.0% 22 $2K
Purpose Unlimited Inc. 0.00% Reduce -43.6% 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $2K
Signature Resources Capital Management, LLC 0.00% No change 19 $2K
Simplex Trading, LLC 0.00% New 19 $2K
HFM Investment Advisors, LLC 0.00% Add +88.9% 17 $1K
Benson Wealth Management INC 0.00% No change 17 $1K
Osbon Capital Management LLC 0.00% No change 17 $1K
Highland Investment Advisors LLC 0.00% — 15 $1K
Clark Wealth Partners 0.00% No change 14 $1K
Caitlin John, LLC 0.00% No change 13 $1K
CKW Financial Group 0.00% New 10 $1K
1015 Capital Partners, LLC 0.00% Add +22.2% 11 $951
American Capital Advisory, LLC 0.00% No change 11 $951
Vanguard Advisers Inc. 0.00% New 11 $951
Orion Capital Management LLC 0.00% No change 10 $864
Nvwm, LLC 0.00% No change 10 $864
WestEnd Advisors, LLC 0.00% No change 10 $864
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -84.5% 9 $804
WPG Advisers, LLC 0.00% Reduce -96.3% 8 $691
Principia Wealth Advisory, LLC 0.00% Add +166.7% 8 $691
Sittner & Nelson, LLC 0.00% New 7 $606
Sunrise Financial Services, LLC 0.00% No change 7 $605
Activest Wealth Management 0.00% New 7 $605
Nemes Rush Group LLC 0.00% No change 7 $605
NorthAvenue LLC 0.00% No change 6 $519
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 6 $519
Salem Investment Counselors Inc. 0.00% No change 6 $519
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $439
Mosley Wealth Management 0.00% New 5 $432
Creative Financial Designs Inc. 0.00% No change 5 $432
Motco 0.00% New 5 $432
Nvest Wealth Strategies, Inc. 0.00% No change 4 $346
West Branch Capital LLC 0.00% No change 4 $346
Tidemark, LLC 0.00% No change 4 $346
Harbor Investment Advisory, LLC 0.00% No change 4 $346
DecisionPoint Financial, LLC 0.00% New 4 $345
Raffa Wealth Management, LLC 0.00% No change 3 $259
High Note Wealth, LLC 0.00% No change 2 $173
Quaker Wealth Management, LLC 0.00% No change 1 $87
Maryland Capital Advisors Inc. 0.00% — 1 $87
Leonteq Securities AG 0.00% No change 1 $86
Rakuten Securities, Inc. 0.00% No change 1 $86
Winthrop Capital Management, LLC 0.00% No change 5 $0
Navigoe, LLC 0.00% New 5 $0

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