Essential UtilitiesWTRG
13F holders, Q1 2024 (March 31)591holders
5famous investors
$37.02avg. 13F price*
At the end of Q1 2024, 591 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings. The largest holders were BlackRock Inc. ($1.1B), Vanguard Group Inc. ($1.0B) and Canada Pension Plan Investment Board ($802.5M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $87.1M |
| Exits | 67 | $119.0M |
Ownership 591 holders
| BlackRock Inc. | 0.03% | Add +0.1% | 31,030,336 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 27,909,921 | $1.0B |
| Canada Pension Plan Investment Board | 0.84% | No change | 21,661,095 | $802.5M |
| T. Rowe Price Investment Management, Inc. | 0.31% | Add +236.1% | 13,851,527 | $513.2M |
| State Street Corp. | 0.02% | Reduce -1.2% | 13,319,567 | $493.5M |
| Amundi | 0.13% | Reduce -15.4% | 8,081,145 | $296.3M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -13.1% | 4,983,755 | $184.6M |
| FMR LLC | 0.01% | Add +128.6% | 4,426,397 | $164.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.2% | 4,128,610 | $152.7M |
| Invesco Ltd. | 0.03% | Add +8.4% | 4,100,557 | $151.9M |
| Nordea Investment Management AB | 0.15% | Add +17553.7% | 3,425,350 | $126.2M |
| Legal & General Group Plc | 0.04% | Add +6.6% | 3,313,466 | $122.8M |
| Morgan Stanley | 0.01% | Reduce -12.8% | 3,229,963 | $119.7M |
| Northern Trust Corp. | 0.02% | Reduce -10.8% | 2,976,686 | $110.3M |
| Duff & Phelps Investment Management Co. | 1.25% | Reduce -8.5% | 2,808,723 | $104.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.2% | 2,744,277 | $101.7M |
| Norges Bank | 0.01% | Reduce -20.6% | 2,068,394 | $76.6M |
| Tandem Investment Advisors, Inc. | 2.88% | Add +7.7% | 2,010,380 | $74.5M |
| First Trust Advisors LP | 0.07% | Add +14.6% | 1,740,368 | $64.5M |
| Macquarie Group Ltd. | 0.07% | Add +1.9% | 1,729,511 | $64.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.2% | 1,667,073 | $61.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -19.2% | 1,559,681 | $57.8M |
| Empower Advisory Group, LLC | 0.20% | Add +7.3% | 1,459,979 | $54.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.77% | Reduce -2.7% | 1,381,067 | $51.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.2% | 1,265,293 | $46.9M |
| California Public Employees Retirement System | 0.03% | Add +191.6% | 1,252,960 | $46.4M |
| FIL Ltd | 0.05% | Add +25.0% | 1,250,000 | $46.3M |
| Epoch Investment Partners, Inc. | 0.21% | New | 1,249,134 | $46.3M |
| Bank of Montreal | 0.01% | Reduce -39.5% | 1,159,594 | $43.0M |
| Principal Financial Group Inc. | 0.02% | Add +3.1% | 1,120,066 | $41.5M |
| Bank of America Corp. | 0.00% | Add +142.2% | 1,071,289 | $39.7M |
| Franklin Resources Inc. | 0.01% | Reduce -29.7% | 987,832 | $36.6M |
| APG Asset Management N.V. | 0.06% | Add +14.1% | 1,053,417 | $36.1M |
| Deutsche Bank AG | 0.02% | Add +35.0% | 968,843 | $35.9M |
| Ensign Peak Advisors, Inc | 0.06% | Add +579.1% | 933,363 | $34.6M |
| Millennium Management | 0.03% | Add +108.6% | 919,759 | $34.1M |
| ProShare Advisors LLC | 0.08% | Reduce -6.4% | 859,854 | $31.9M |
| Rhumbline Advisers | 0.03% | Reduce -0.9% | 822,187 | $30.5M |
| Swiss National Bank | 0.02% | Reduce -0.7% | 777,600 | $28.8M |
| Energy Income Partners, LLC | 0.55% | New | 726,500 | $26.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 675,829 | $25.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.0% | 645,285 | $23.9M |
| California State Teachers Retirement System | 0.03% | Add +11.8% | 610,667 | $22.6M |
| Aviva PLC | 0.07% | Add +287.2% | 588,842 | $21.8M |
| Gabelli Funds LLC | 0.16% | Add +11.6% | 559,950 | $20.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +4.8% | 558,821 | $20.7M |
| GW&K Investment Management, LLC | 0.18% | Add +219589.2% | 549,223 | $20.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.13% | Add +9.7% | 503,328 | $18.6M |
| UBS Group AG | 0.01% | Reduce -59.1% | 501,323 | $18.6M |
| Public Employees Retirement Association of Colorado | 0.08% | Reduce -0.8% | 478,273 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.8% | 473,252 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 429,938 | $15.9M |
| Thematics Asset Management | 0.66% | Reduce -25.4% | 426,726 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +19.7% | 420,561 | $15.6M |
| Credit Suisse AG/ | 0.01% | Add +1.1% | 402,188 | $14.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -4.9% | 392,968 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +8.3% | 382,546 | $14.2M |
| Aberdeen Group plc | 0.03% | Reduce -6.3% | 375,617 | $13.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -19.9% | 375,768 | $13.9M |
| Barclays PLC | 0.01% | Reduce -16.8% | 368,086 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.5% | 367,770 | $13.6M |
| Natixis | 0.07% | Reduce -23.5% | 359,945 | $13.3M |
| Retirement Systems of Alabama | 0.05% | Add +0.3% | 359,840 | $13.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -54.3% | 359,539 | $13.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +0.7% | 354,731 | $13.0M |
| Korea Investment CORP | 0.03% | Reduce -42.5% | 338,750 | $12.6M |
| American International Group, Inc. | 0.04% | Reduce -1.9% | 332,823 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +2.6% | 275,405 | $12.0M |
| New York State Teachers Retirement System | 0.02% | Add +0.5% | 320,500 | $11.9M |
| Cambiar Investors LLC | 0.43% | Add +2.0% | 309,474 | $11.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +231.2% | 306,588 | $11.4M |
| Candriam S.C.A. | 0.07% | Add +16.9% | 286,102 | $10.6M |
| Swedbank AB | 0.01% | Add +40.6% | 276,656 | $10.3M |
| LPL Financial LLC | 0.01% | Add +4.7% | 271,266 | $10.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 268,251 | $9.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.18% | Add +155.3% | 259,126 | $9.6M |
| NFJ Investment Group, LLC | 0.26% | Reduce -2.1% | 255,167 | $9.5M |
| Magellan Asset Management Ltd | 0.08% | Add +12.2% | 224,231 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.7% | 223,310 | $8.3M |
| Danske Bank A/S | 0.03% | — | 221,906 | $8.2M |
| Texas Permanent School Fund Corp. | 0.06% | Add +1.4% | 220,054 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +21.7% | 218,001 | $8.1M |
| Maryland State Retirement & Pension System | 0.16% | Add +1.5% | 233,017 | $8.0M |
| Boston Trust Walden Corp | 0.05% | Add +1.2% | 200,612 | $7.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -12.2% | 194,097 | $7.2M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.1% | 194,043 | $7.2M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.73% | Add +3.7% | 193,838 | $7.2M |
| Gotham Asset Management | 0.11% | Add +21.0% | 191,562 | $7.1M |
| Impax Asset Management Group plc | 0.03% | Reduce -14.1% | 189,482 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 188,522 | $7.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -28.9% | 182,819 | $6.8M |
| Hennessy Advisors Inc. | 0.27% | Reduce -3.8% | 175,300 | $6.5M |
| Susquehanna Fundamental Investments, LLC | 0.28% | New | 159,863 | $5.9M |
| Wills Financial Group, Inc. | 2.79% | Add +0.4% | 159,595 | $5.9M |
| AQR Capital Management | 0.01% | Reduce -34.1% | 156,989 | $5.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +24.7% | 152,120 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.4% | 149,813 | $5.6M |
| CoreCommodity Management, LLC | 1.95% | Add +12.8% | 147,555 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -20.8% | 141,118 | $5.2M |
| AXA S.A. | 0.02% | Add +19.5% | 140,959 | $5.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.8% | 140,782 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.1% | 139,534 | $5.2M |
| State of Wisconsin Investment Board | 0.01% | Add +6.8% | 138,388 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.4% | 138,122 | $5.1M |
| Amalgamated Bank | 0.04% | Reduce -12.2% | 137,147 | $5.1M |
| TD Asset Management Inc | 0.00% | Add +461.7% | 131,804 | $4.9M |
| Hamilton Point Investment Advisors, LLC | 0.92% | Add +81.7% | 126,767 | $4.7M |
| Point72 Asset Management | 0.01% | Reduce -87.8% | 125,100 | $4.6M |
| Atom Investors LP | 0.58% | Reduce -16.3% | 125,077 | $4.6M |
| Raymond James & Associates | 0.00% | Reduce -18.8% | 124,558 | $4.6M |
| First National Bank & Trust Co. of Newtown | 0.91% | Reduce -1.3% | 121,604 | $4.5M |
| State of Tennessee, Department of Treasury | 0.02% | Add +20.2% | 119,322 | $4.4M |
| HM Payson & Co. | 0.08% | Reduce -5.3% | 117,245 | $4.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.3% | 116,437 | $4.3M |
| Yousif Capital Management, LLC | 0.05% | Reduce -0.9% | 116,032 | $4.3M |
| Storebrand Asset Management As | 0.01% | Add +27.6% | 114,188 | $4.2M |
| Comerica Bank | 0.02% | Reduce -4.9% | 112,338 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.0% | 112,038 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.9% | 108,854 | $4.0M |
| Brown Advisory Inc. | 0.01% | Add +0.9% | 106,360 | $3.9M |
| Ostrum Asset Management | 0.31% | Add +1.0% | 105,658 | $3.9M |
| Costello Asset Management, INC | 2.80% | Reduce -5.0% | 105,477 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Reduce -8.6% | 105,000 | $3.9M |
| AdvisorNet Financial, Inc | 0.37% | Add +0.1% | 104,748 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Add +8.7% | 100,421 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.1% | 99,860 | $3.7M |
| Coston, McIsaac & Partners | 1.19% | Add +4.0% | 99,667 | $3.7M |
| Zimmer Partners, LP | 0.08% | Reduce -78.8% | 98,400 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -7.3% | 96,014 | $3.6M |
| Covea Finance | 0.17% | No change | 96,000 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.12% | Add +2.8% | 95,677 | $3.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -0.8% | 92,805 | $3.4M |
| Prudential PLC | 0.03% | Reduce -38.9% | 91,481 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +64.7% | 91,439 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +157.1% | 91,323 | $3.4M |
| First National Corp. /Ma/ | 0.83% | Reduce -0.3% | 90,379 | $3.4M |
| Sei Investments Co. | 0.00% | Reduce -48.2% | 87,939 | $3.3M |
| Resona Asset Management Co.,Ltd. | 0.02% | — | 86,644 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +60.5% | 86,378 | $3.2M |
| Alpine Woods Capital Investors, LLC | 0.63% | Reduce -5.9% | 86,396 | $3.2M |
| Creative Planning | 0.00% | Add +10.1% | 83,113 | $3.1M |
| Holocene Advisors, LP | 0.01% | Reduce -47.8% | 82,763 | $3.1M |
| Kennedy Capital Management LLC | 0.06% | Add +5.9% | 80,749 | $3.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -15.7% | 79,133 | $2.9M |
| Arcadia Investment Management Corp. | 0.52% | Add +35.1% | 79,105 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 78,558 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 77,899 | $2.9M |
| Texas Yale Capital Corp. | 0.13% | Add +0.7% | 76,493 | $2.8M |
| BLB&B Advisors, LLC | 0.16% | Reduce -7.3% | 76,107 | $2.8M |
| Benedict Financial Advisors Inc. | 0.71% | Reduce -0.8% | 75,191 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +0.1% | 74,873 | $2.8M |
| CenterBook Partners LP | 0.19% | Add +120.4% | 73,831 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +2.5% | 72,400 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +3.4% | 71,412 | $2.6M |
| South Dakota Investment Council | 0.05% | Reduce -5.2% | 71,095 | $2.6M |
| Shelton Capital Management | 0.07% | Reduce -56.0% | 70,769 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -8.7% | 70,190 | $2.6M |
| Stephens Inc. | 0.04% | Add +1.2% | 67,870 | $2.5M |
| Exchange Traded Concepts, LLC | 0.06% | Add +34.9% | 67,199 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 66,765 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -53.9% | 66,566 | $2.5M |
| Trillium Asset Management, LLC | 0.06% | Add +8.7% | 65,523 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.4% | 64,910 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.6% | 63,804 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -46.3% | 63,678 | $2.4M |
| Jacobi Capital Management LLC | 0.22% | Add +2.4% | 63,569 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Add +2.6% | 62,437 | $2.3M |
| Forsta Ap-Fonden | 0.02% | Add +22.1% | 62,400 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.0% | 62,324 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -12.2% | 62,164 | $2.3M |
| State of Michigan Retirement System | 0.01% | Add +2.5% | 61,771 | $2.3M |
| Tortoise Capital Advisors, L.L.C. | 0.03% | Reduce -59.7% | 61,384 | $2.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -38.3% | 60,023 | $2.2M |
| Lido Advisors, LLC | 0.02% | Reduce -20.3% | 59,647 | $2.2M |
| Radnor Capital Management, LLC | 0.38% | Reduce -1.9% | 59,352 | $2.2M |
| Vontobel Holding Ltd. | 0.02% | Add +362.0% | 58,273 | $2.2M |
| Ethic Inc. | 0.05% | Reduce -1.6% | 58,202 | $2.2M |
| Alps Advisors Inc. | 0.02% | Add +17.8% | 57,780 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.3% | 56,082 | $2.1M |
| DNB Asset Management AS | 0.01% | Reduce -39.8% | 56,074 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +122.9% | 55,629 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +21.6% | 55,133 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -66.9% | 54,133 | $2.0M |
| ING Groep NV | 0.01% | Reduce -87.1% | 52,300 | $1.9M |
| Rodgers Brothers Inc. | 0.26% | Reduce -0.3% | 51,288 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -12.2% | 50,698 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -3.5% | 50,378 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -3.7% | 49,421 | $1.8M |
| Tortoise Index Solutions, LLC | 0.37% | Reduce -1.1% | 49,288 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 48,800 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | Add +61.0% | 48,796 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +198.4% | 48,750 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | No change | 48,738 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.0% | 48,438 | $1.8M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -48.0% | 48,231 | $1.8M |
| Cambridge Trust Co. | 0.07% | Add +1.6% | 47,993 | $1.8M |
| Ossiam | 0.03% | Add +408.2% | 47,829 | $1.8M |
| Bridgewater Advisors Inc. | 0.26% | Add +16.7% | 47,070 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -12.1% | 45,733 | $1.7M |
| First Personal Financial Services | 0.38% | Add +1.1% | 43,674 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -27.0% | 43,168 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -45.4% | 43,163 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -96.4% | 43,064 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.7% | 43,032 | $1.6M |
| Toronto Dominion Bank | 0.00% | Reduce -14.4% | 42,919 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.6% | 42,808 | $1.6M |
| Jefferies Financial Group Inc. | 0.03% | New | 42,525 | $1.6M |
| Utah Retirement Systems | 0.02% | Add +0.9% | 42,498 | $1.6M |
| Xponance LLC | 0.02% | Add +41.4% | 42,364 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -84.8% | 41,742 | $1.5M |
| Tredje AP-fonden | 0.02% | Add +4.2% | 41,458 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.13% | Reduce -46.2% | 40,979 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -31.4% | 40,727 | $1.5M |
| Degroof Petercam Asset Management | 0.02% | No change | 39,900 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -15.7% | 39,816 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +69.3% | 38,329 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -15.6% | 37,929 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -15.6% | 37,305 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +289.9% | 37,254 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.8% | 37,058 | $1.4M |
| Secure Asset Management, LLC | 0.32% | Add +5.9% | 37,007 | $1.4M |
| TFG Advisers LLC | 0.53% | Reduce -9.5% | 36,531 | $1.4M |
| Toth Financial Advisory Corp. | 0.16% | Add +64.5% | 35,516 | $1.3M |
| USS Investment Management Ltd | 0.01% | No change | 34,900 | $1.3M |
| KBC Group NV | 0.00% | Reduce -87.6% | 33,908 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.5% | 33,388 | $1.2M |
| Addison Capital Co | 0.61% | Add +7.3% | 33,308 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.1% | 32,503 | $1.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +7.2% | 30,998 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +0.7% | 30,288 | $1.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.9% | 30,050 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 29,427 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.30% | Reduce -10.9% | 28,726 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -5.6% | 28,576 | $1.1M |
| Jmac Enterprises LLC | 0.20% | Reduce -0.7% | 28,568 | $1.1M |
| Pathway Financial Advisers, LLC | 0.37% | Add +9.4% | 27,868 | $1.0M |
| Philadelphia Trust Co. | 0.08% | Add +155.1% | 27,630 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | — | 27,618 | $1.0M |
| Godshalk Welsh Capital Management, Inc. | 0.69% | No change | 27,586 | $1.0M |
| Community Bank, N.A. | 0.13% | Reduce -9.1% | 27,316 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.5% | 27,271 | $1.0M |
| Continuum Advisory, LLC | 0.15% | Reduce -5.1% | 26,032 | $1.0M |
| First Business Financial Services, Inc. | 0.11% | Add +1.4% | 26,753 | $991K |
| apricus wealth, LLC | 0.68% | No change | 26,262 | $973K |
| Blackhill Capital Inc. | 0.06% | No change | 26,041 | $965K |
| Haverford Trust Co | 0.01% | No change | 25,145 | $932K |
| Cerity Partners LLC | 0.00% | Add +36.7% | 25,154 | $925K |
| Arkadios Wealth Advisors | 0.07% | Reduce -3.1% | 24,429 | $905K |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.0% | 24,419 | $905K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -2.3% | 24,319 | $901K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +7.6% | 24,270 | $899K |
| Elo Mutual Pension Insurance Co | 0.02% | Add +8.1% | 23,723 | $879K |
| Public Sector Pension Investment Board | 0.01% | No change | 23,643 | $876K |
| Key Financial Inc | 0.22% | Add +0.2% | 23,492 | $870K |
| Krilogy Financial LLC | 0.07% | Add +34.5% | 23,440 | $868K |
| Carnegie Investment Counsel | 0.03% | Add +0.0% | 23,345 | $865K |
| Man Group plc | 0.00% | Reduce -20.3% | 22,984 | $852K |
| Vestcor Inc | 0.03% | Reduce -16.2% | 22,232 | $824K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.3% | 22,208 | $823K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.5% | 21,897 | $811K |
| Rothschild Investment LLC | 0.06% | Add +1.9% | 21,885 | $811K |
| Truist Financial Corp. | 0.00% | Add +15.0% | 21,696 | $804K |
| Blue Bell Private Wealth Management, LLC | 0.17% | No change | 21,502 | $797K |
| Aquatic Capital Management LLC | 0.03% | Reduce -56.7% | 21,400 | $793K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +5.7% | 21,421 | $791K |
| Aspire Private Capital, LLC | 0.21% | No change | 21,176 | $785K |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.8% | 21,103 | $782K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +24.8% | 19,334 | $782K |
| Agf Management Ltd. | 0.00% | Add +74.7% | 20,955 | $776K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 20,877 | $773K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 20,677 | $766K |
| Moors & Cabot, Inc. | 0.04% | Add +9.5% | 20,663 | $766K |
| Cullen Capital Management, LLC | 0.01% | Add +53.9% | 20,633 | $764K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -6.6% | 20,597 | $763K |
| Bernardo Wealth Planning LLC | 0.21% | Reduce -1.4% | 20,560 | $762K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +0.0% | 20,389 | $755K |
| Schroder Investment Management Group | 0.00% | Reduce -3.9% | 20,265 | $751K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.8% | 19,419 | $719K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.6% | 19,173 | $710K |
| Lee Financial Co | 0.12% | New | 18,991 | $704K |
| Provenance Wealth Advisors, LLC | 0.10% | Add +6.3% | 18,980 | $703K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 18,975 | $703K |
| Versor Investments LP | 0.14% | Reduce -17.2% | 18,767 | $695K |
| Mitchell Sinkler & Starr | 0.17% | Reduce -52.1% | 18,702 | $693K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +31.2% | 18,296 | $682K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +126.8% | 18,341 | $680K |
| ELCO Management Co., LLC | 0.41% | Add +45.7% | 18,352 | $680K |
| Intech Investment Management LLC | 0.01% | Add +28.8% | 17,932 | $664K |
| Smithfield Trust Co | 0.04% | Add +2.9% | 17,769 | $659K |
| United Services Automobile Association | 0.02% | No change | 17,629 | $653K |
| Peoples Bank | 0.50% | Reduce -12.8% | 17,249 | $639K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 16,972 | $629K |
| Belpointe Asset Management LLC | 0.05% | Reduce -4.2% | 16,792 | $622K |
| Kathmere Capital Management, LLC | 0.07% | Reduce -19.3% | 16,345 | $606K |
| US Bancorp \de | 0.00% | Reduce -22.7% | 16,315 | $604K |
| D.A. Davidson & Co. | 0.01% | Reduce -14.3% | 15,772 | $584K |
| Loudon Investment Management, LLC | 0.33% | No change | 15,463 | $573K |
| Quaker Wealth Management, LLC | 0.23% | New | 15,255 | $565K |
| First Pacific Financial | 0.16% | Add +9.2% | 15,029 | $557K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.28% | New | 15,000 | $556K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.4% | 14,935 | $553K |
| Rowlandmiller & Partners.adv | 0.12% | No change | 14,730 | $546K |
| Resurgent Financial Advisors LLC | 0.29% | No change | 14,413 | $534K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -4.1% | 14,414 | $534K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -91.5% | 14,361 | $532K |
| Levy Wealth Management Group, LLC | 0.15% | No change | 14,192 | $530K |
| Blossom Wealth Management | 1.27% | Add +3.0% | 14,235 | $527K |
| CIBC Asset Management Inc | 0.00% | Add +0.5% | 13,939 | $516K |
| Clean Yield Group | 0.19% | No change | 13,520 | $501K |
| Ingalls & Snyder LLC | 0.02% | Reduce -2.7% | 13,338 | $494K |
| Spirit of America Management Corp. | 0.10% | No change | 13,200 | $489K |
| Conestoga Capital Advisors, LLC | 0.01% | No change | 13,087 | $485K |
| Raymond James Trust N.A. | 0.01% | Add +1.5% | 13,008 | $482K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,828 | $475K |
| Fiduciary Trust Co | 0.01% | Reduce -17.4% | 12,676 | $470K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -75.4% | 12,496 | $463K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -6.8% | 12,476 | $462K |
| Metis Global Partners, LLC | 0.02% | Add +6.6% | 12,178 | $451K |
| Farmers Trust Co. | 0.09% | Reduce -89.7% | 12,169 | $451K |
| QRG Capital Management, Inc. | 0.01% | Add +13.3% | 12,016 | $445K |
| Bleakley Financial Group, LLC | 0.01% | New | 11,844 | $439K |
| Ieq Capital, LLC | 0.01% | Add +0.5% | 11,799 | $437K |
| Simplicity Wealth,LLC | 0.01% | New | 11,765 | $436K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -12.7% | 11,542 | $428K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 11,274 | $418K |
| O'Brien Greene & Co. Inc | 0.14% | No change | 11,114 | $412K |
| SS&H Financial Advisors, Inc. | 0.17% | No change | 11,074 | $410K |
| Cresset Asset Management, LLC | 0.00% | Add +63.6% | 11,063 | $410K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -67.5% | 11,025 | $408K |
| TrinityPoint Wealth, LLC | 0.07% | Add +1.8% | 10,961 | $406K |
| Institute for Wealth Management, LLC. | 0.05% | Add +0.5% | 10,881 | $403K |
| Diversified, LLC | 0.06% | Reduce -7.2% | 10,821 | $401K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.8% | 10,737 | $398K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 10,700 | $396K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.17% | No change | 10,656 | $395K |
| Cibc World Markets Corp. | 0.00% | Add +51.9% | 10,630 | $394K |
| Cwm, LLC | 0.00% | Add +6.4% | 10,604 | $393K |
| Compound Planning, Inc. | 0.04% | New | 10,496 | $389K |
| Principal Securities, Inc. | 0.01% | Reduce -40.4% | 10,453 | $387K |
| W.H. Cornerstone Investments Inc. | 0.28% | Add +0.9% | 10,438 | $387K |
| Procyon Advisors, LLC | 0.03% | Add +3.8% | 10,405 | $386K |
| Janus Henderson Group PLC | 0.00% | Reduce -62.4% | 10,264 | $380K |
| Longfellow Investment Management Co. LLC | 0.09% | Add +0.7% | 10,260 | $380K |
| Gateway Investment Advisers LLC | 0.00% | New | 10,223 | $379K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 10,205 | $378K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +21.7% | 10,196 | $378K |
| Phoenix Financial Ltd. | 0.01% | Add +12.9% | 10,181 | $376K |
| Assenagon Asset Management S.A. | 0.00% | Add +6.8% | 9,929 | $368K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.9% | 9,898 | $367K |
| Choreo, LLC | 0.01% | No change | 9,791 | $363K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.0% | 9,659 | $358K |
| EagleClaw Capital Managment, LLC | 0.06% | Add +5.5% | 9,552 | $354K |
| CENTRAL TRUST Co | 0.01% | Add +13.8% | 9,464 | $351K |
| Signaturefd, LLC | 0.01% | Reduce -2.2% | 9,427 | $349K |
| Bank of Nova Scotia | 0.00% | Reduce -31.5% | 9,314 | $345K |
| Manchester Capital Management LLC | 0.04% | Add +98.3% | 9,313 | $345K |
| Marcum Wealth, LLC | 0.03% | Add +1.1% | 9,187 | $340K |
| Gitterman Wealth Management, LLC | 0.13% | Add +33.3% | 9,146 | $339K |
| Keybank National Association | 0.00% | Reduce -15.0% | 9,107 | $337K |
| Mendel Money Management | 0.15% | Add +2.1% | 8,930 | $331K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 8,907 | $330K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 8,870 | $329K |
| Machina Capital S.A.S. | 0.17% | Add +24.4% | 8,733 | $324K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +26.0% | 8,665 | $321K |
| Quadrant Capital Group LLC | 0.03% | Reduce -8.3% | 8,623 | $319K |
| EP Wealth Advisors, LLC | 0.00% | Add +39.5% | 8,575 | $318K |
| Profund Advisors LLC | 0.01% | Add +13.5% | 8,557 | $317K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +38.0% | 8,524 | $316K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,488 | $314K |
| Apella Capital, LLC | 0.02% | Add +0.9% | 8,505 | $312K |
| GSG Advisors LLC | 0.11% | No change | 8,570 | $309K |
| Tiaa Trust, National Association | 0.00% | Reduce -23.7% | 8,269 | $306K |
| Caprock Group, LLC | 0.02% | Add +7.8% | 8,115 | $301K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.7% | 8,064 | $299K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +4.9% | 7,975 | $295K |
| First Affirmative Financial Network | 0.22% | Add +5.1% | 7,910 | $293K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 7,879 | $292K |
| Horizon Investment Services, LLC | 0.14% | Add +18.4% | 7,855 | $291K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -5.0% | 7,844 | $291K |
| Choate Investment Advisors | 0.01% | Add +28.4% | 7,804 | $289K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 7,739 | $289K |
| Ascent Group, LLC | 0.03% | New | 7,661 | $284K |
| Lindenwold Advisors, INC | 0.15% | New | 7,622 | $282K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $279K |
| Greenleaf Trust | 0.00% | Add +18.4% | 7,449 | $276K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.4% | 7,432 | $275K |
| Welch & Forbes LLC | 0.00% | Reduce -31.6% | 7,312 | $271K |
| Oppenheimer & Co. Inc. | 0.00% | Add +13.9% | 7,297 | $270K |
| Wealth Effects LLC | 0.10% | Reduce -25.2% | 7,223 | $268K |
| Virtue Capital Management, LLC | 0.05% | Reduce -15.1% | 7,660 | $266K |
| Kennedy Investment Group, Inc. | 0.14% | Add +0.8% | 7,163 | $265K |
| RTD Financial Advisors, Inc. | 0.04% | No change | 7,103 | $263K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 7,100 | $263K |
| LVW Advisors, LLC | 0.04% | No change | 7,000 | $259K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | No change | 6,835 | $253K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.5% | 6,826 | $253K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,790 | $252K |
| Providence Wealth Advisors, LLC | 0.21% | Reduce -45.8% | 6,835 | $249K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 6,650 | $246K |
| Teacher Retirement System of Texas | 0.00% | Reduce -42.8% | 6,601 | $245K |
| Pullen Investment Management, LLC | 0.21% | — | 6,573 | $244K |
| Meeder Advisory Services, Inc. | 0.02% | Add +5.5% | 6,506 | $241K |
| Florida Trust Wealth Management Co | 0.01% | Add +5.4% | 6,491 | $240K |
| Argent Trust Co | 0.01% | Reduce -9.8% | 6,442 | $239K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 6,419 | $238K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 6,338 | $235K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -0.2% | 6,297 | $233K |
| Sigma Planning Corp | 0.01% | Add +15.6% | 6,293 | $233K |
| Tower Wealth Partners, Inc. | 0.15% | Add +1.2% | 6,292 | $233K |
| Fulcrum Capital LLC | 0.06% | No change | 6,250 | $232K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 6,250 | $232K |
| NorthRock Partners, LLC | 0.01% | New | 6,219 | $230K |
| Moneco Advisors, LLC | 0.04% | New | 6,188 | $229K |
| Quantinno Capital Management LP | 0.01% | Add +8.2% | 6,188 | $229K |
| Prio Wealth Limited Partnership | 0.01% | No change | 6,174 | $229K |
| Commerce Bank | 0.00% | Add +2.6% | 6,060 | $225K |
| Charter Research & Investment Group, Inc. | 0.17% | No change | 5,930 | $220K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,895 | $218K |
| Capital CS Group, LLC | 0.21% | No change | 5,671 | $210K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 5,650 | $209K |
| Private Trust Co. NA | 0.02% | Reduce -0.4% | 5,632 | $209K |
| Vinva Investment Management Ltd | 0.01% | No change | 5,589 | $207K |
| TD Private Client Wealth LLC | 0.01% | Add +26490.5% | 5,584 | $207K |
| Zacks Investment Management | 0.00% | New | 5,556 | $206K |
| Paradigm Asset Management Co. LLC | 0.05% | Reduce -25.0% | 5,550 | $206K |
| Hartline Investment Corp./ | 0.04% | New | 5,535 | $205K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,535 | $205K |
| Seneca House Advisors | 0.09% | No change | 5,533 | $205K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.0% | 5,503 | $204K |
| Aerodigm Wealth, LLC | 0.08% | New | 5,462 | $202K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,449 | $202K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.5% | 5,420 | $201K |
| Huntington National Bank | 0.00% | Add +0.6% | 5,404 | $200K |
| SG Americas Securities, LLC | 0.00% | Reduce -73.0% | 5,372 | $199K |
| Blume Capital Management, Inc. | 0.05% | No change | 5,055 | $187K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,848 | $180K |
| Fifth Third Bancorp | 0.00% | Add +9.3% | 4,258 | $158K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -24.6% | 4,064 | $151K |
| Natixis Investment Managers International | 0.01% | Reduce -38.2% | 4,033 | $149K |
| Whittier Trust Co. | 0.00% | No change | 3,755 | $139K |
| UniSuper Management Pty Ltd | 0.00% | Add +105.6% | 3,700 | $137K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.6% | 3,692 | $137K |
| CI Investments Inc. | 0.00% | Add +24.0% | 3,451 | $128K |
| Tompkins Financial Corp. | 0.01% | No change | 3,419 | $127K |
| Sound Income Strategies, LLC | 0.01% | Add +0.0% | 3,418 | $127K |
| GAMMA Investing LLC | 0.03% | Add +4.3% | 3,370 | $125K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,341 | $124K |
| Bank of New Hampshire | 0.03% | No change | 3,250 | $120K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.6% | 3,220 | $119K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 3,163 | $117K |
| V-Square Quantitative Management LLC | 0.02% | No change | 3,137 | $116K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $116K |
| Trust Co. of Vermont | 0.01% | Add +65.1% | 3,096 | $115K |
| Spire Wealth Management | 0.00% | No change | 3,075 | $114K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,930 | $109K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Add +15.2% | 2,820 | $104K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -8.6% | 2,738 | $101K |
| Allworth Financial LP | 0.00% | Add +0.5% | 2,691 | $100K |
| Harbour Investments, Inc. | 0.00% | Add +24.4% | 2,564 | $95K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 2,538 | $94K |
| Kepos Capital LP | 0.02% | Add +3.8% | 2,543 | $94K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,531 | $94K |
| Parallel Advisors, LLC | 0.00% | Add +3.3% | 2,489 | $92K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,450 | $91K |
| Colonial Trust Co / SC | 0.02% | Add +100.8% | 2,400 | $89K |
| EntryPoint Capital, LLC | 0.08% | New | 2,336 | $87K |
| National Bank of Canada | 0.00% | Add +0.9% | 2,199 | $86K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1148.3% | 2,247 | $83K |
| UMB Bank, n.a. | 0.00% | Add +4.1% | 2,103 | $78K |
| Colonial Trust Advisors | 0.01% | No change | 2,042 | $76K |
| Tower View Wealth Management LLC | 0.04% | Reduce -19.1% | 1,955 | $72K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,866 | $69K |
| Shell Asset Management Co. | 0.00% | Reduce -87.5% | 1,827 | $68K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,695 | $63K |
| Bromfield Sneider Wealth Advisors | 0.04% | No change | 1,657 | $61K |
| Old Second National Bank of Aurora | 0.02% | No change | 1,600 | $59K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,600 | $59K |
| Asset Dedication, LLC | 0.00% | Add +48.0% | 1,541 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +112.8% | 1,513 | $56K |
| Clearstead Trust, LLC | 0.01% | No change | 1,500 | $56K |
| Peoples Financial Services Corp. | 0.02% | No change | 1,250 | $46K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +3.0% | 1,201 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -29.8% | 1,180 | $43K |
| Riverview Trust Co | 0.03% | New | 1,154 | $43K |
| Orion Capital Management LLC | 0.02% | No change | 1,125 | $42K |
| Webster Bank, N. A. | 0.00% | New | 1,100 | $41K |
| Blue Trust, Inc. | 0.00% | Reduce -6.2% | 1,083 | $40K |
| Arrow Financial Corp | 0.00% | No change | 1,082 | $40K |
| Truvestments Capital LLC | 0.02% | Reduce -50.4% | 1,075 | $40K |
| Quent Capital, LLC | 0.00% | Reduce -2.6% | 1,046 | $39K |
| Gradient Investments LLC | 0.00% | Reduce -54.9% | 1,008 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | Add +57.3% | 997 | $36K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +12.8% | 959 | $36K |
| Motco | 0.00% | No change | 969 | $36K |
| Delta Asset Management LLC | 0.00% | Reduce -23.8% | 960 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.2% | 957 | $35K |
| Lindbrook Capital, LLC | 0.00% | Add +27.0% | 936 | $35K |
| Balefire, LLC | 0.01% | Reduce -6.1% | 917 | $34K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $33K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 862 | $32K |
| Addison Advisors LLC | 0.01% | No change | 813 | $30K |
| First Community Trust NA | 0.03% | No change | 802 | $30K |
| MCF Advisors LLC | 0.00% | No change | 753 | $28K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $28K |
| Princeton Global Asset Management LLC | 0.01% | No change | 705 | $26K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -75.7% | 705 | $26K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 700 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | Add +857.5% | 699 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $25K |
| DT Investment Partners, LLC | 0.00% | No change | 650 | $24K |
| First PREMIER Bank | 0.01% | No change | 650 | $24K |
| Resources Management Corp. /CT/ | 0.00% | No change | 650 | $24K |
| Halpern Financial, Inc. | 0.01% | No change | 658 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 625 | $23K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 625 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.6% | 566 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $21K |
| Independence Bank of Kentucky | 0.01% | New | 528 | $20K |
| IFP Advisors, Inc | 0.00% | Add +19.9% | 506 | $19K |
| Bfsg, LLC | 0.00% | No change | 504 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| Millburn Ridgefield LLC | 0.00% | Add +7.3% | 500 | $19K |
| Catalyst Capital Advisors LLC | 0.00% | Add +7.3% | 500 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 498 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 493 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $17K |
| CoreCap Advisors, LLC | 0.00% | New | 461 | $17K |
| Covestor Ltd | 0.01% | Add +32.1% | 424 | $16K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -11.3% | 439 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 423 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +11.8% | 406 | $15K |
| Bessemer Group Inc. | 0.00% | Reduce -99.2% | 412 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.6% | 404 | $15K |
| City State Bank | 0.01% | No change | 380 | $14K |
| Robbins Farley | 0.01% | No change | 375 | $14K |
| Norwood Financial Corp | 0.02% | No change | 375 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 374 | $14K |
| Concord Wealth Partners | 0.00% | Add +0.9% | 344 | $13K |
| Hilltop National Bank | 0.00% | — | 325 | $12K |
| Financial Connections Group, Inc. | 0.01% | No change | 300 | $12K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 325 | $12K |
| CNB Bank | 0.01% | No change | 300 | $11K |
| Archer Investment Corp | 0.00% | Reduce -87.0% | 293 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +140.3% | 274 | $10K |
| Creative Financial Designs Inc. | 0.00% | Add +102.2% | 273 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -58.6% | 268 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 242 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.8% | 223 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $7K |
| Fernwood Investment Management, LLC | 0.00% | New | 200 | $7K |
| Quarry LP | 0.00% | New | 193 | $7K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 174 | $6K |
| Credit Agricole S A | 0.00% | New | 175 | $6K |
| Sandy Spring Bank | 0.00% | No change | 164 | $6K |
| LGT Financial Advisors LLC | 0.01% | Reduce -54.0% | 157 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| Castleview Partners, LLC | 0.00% | Add +67.7% | 156 | $6K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 125 | $5K |
| Arax Advisory Partners | 0.00% | Add +0.9% | 116 | $4K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 113 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 104 | $4K |
| Bear Mountain Capital, Inc. | 0.00% | Add +1.2% | 87 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -50.0% | 75 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 71 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +29.6% | 57 | $2K |
| Avion Wealth | 0.00% | No change | 28 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -93.0% | 60 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 51 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 50 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -22.2% | 49 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -88.6% | 48 | $2K |
| Plato Investment Management Ltd | 0.00% | Reduce -89.1% | 46 | $2K |
| Zions Bancorporation, N.A. | 0.00% | No change | 45 | $2K |
| Sachetta, LLC | 0.00% | No change | 34 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -96.5% | 34 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +166.7% | 32 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 30 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +11.1% | 30 | $1K |
| Mather Group, Llc. | 0.00% | New | 27 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| NFSG Corp | 0.00% | No change | 26 | $963 |
| SJS Investment Consulting Inc. | 0.00% | Add +4.5% | 23 | $853 |
| Tucker Asset Management LLC | 0.00% | No change | 21 | $778 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +66.7% | 20 | $747 |
| Headlands Technologies LLC | 0.00% | New | 13 | $482 |
| True Wealth Design, LLC | 0.00% | Reduce -96.0% | 10 | $371 |
| Cedar Mountain Advisors, LLC | 0.00% | Add +16.7% | 7 | $266 |
| Larson Financial Group LLC | 0.00% | Reduce -99.7% | 4 | $148 |
| Rakuten Securities, Inc. | 0.00% | No change | 3 | $111 |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.