Essential UtilitiesWTRG
13F holders, Q2 2024 (June 30)601holders +10
58new positions
47sold out
3famous investors
$37.31avg. 13F price*
At the end of Q2 2024, 601 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 10 from Q1 2024. 58 opened new positions and 47 sold out. The largest holders were BlackRock Inc. ($1.2B), Vanguard Group Inc. ($1.0B) and Canada Pension Plan Investment Board ($808.6M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $52.9M |
| Exits | 47 | $86.8M |
All 13F filers, Q1 2024 → Q2 2024: 9,858,172 shares bought and 8,518,182 shares sold, net +1,339,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 601 holders
| BlackRock Inc. | 0.03% | Reduce -0.7% | 30,827,925 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 27,821,441 | $1.0B |
| Canada Pension Plan Investment Board | 0.80% | No change | 21,661,095 | $808.6M |
| T. Rowe Price Investment Management, Inc. | 0.34% | Add +3.6% | 14,345,260 | $535.5M |
| State Street Corp. | 0.02% | Reduce -4.0% | 12,782,423 | $477.2M |
| Amundi | 0.11% | Reduce -7.4% | 7,480,837 | $278.3M |
| Nordea Investment Management AB | 0.22% | Add +47.0% | 5,036,541 | $188.6M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -2.6% | 4,855,123 | $181.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.3% | 4,223,520 | $157.4M |
| Invesco Ltd. | 0.03% | Add +2.5% | 4,204,616 | $157.0M |
| FMR LLC | 0.01% | Reduce -24.5% | 3,342,673 | $124.8M |
| Legal & General Group Plc | 0.03% | Reduce -1.3% | 3,269,777 | $122.1M |
| Morgan Stanley | 0.01% | Reduce -1.8% | 3,172,532 | $118.4M |
| First Trust Advisors LP | 0.12% | Add +82.2% | 3,171,256 | $118.4M |
| Northern Trust Corp. | 0.02% | Add +5.0% | 3,126,583 | $116.7M |
| Bank of New York Mellon Corp | 0.02% | Add +0.4% | 2,754,099 | $102.8M |
| Duff & Phelps Investment Management Co. | 1.16% | Reduce -13.5% | 2,430,307 | $90.7M |
| Norges Bank | 0.01% | Add +2.7% | 2,123,405 | $79.3M |
| Tandem Investment Advisors, Inc. | 3.01% | Add +0.7% | 2,023,937 | $75.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +20.5% | 2,008,448 | $75.0M |
| Macquarie Group Ltd. | 0.08% | Add +1.4% | 1,753,301 | $65.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.5% | 1,722,770 | $64.3M |
| Empower Advisory Group, LLC | 0.21% | Add +2.8% | 1,500,879 | $56.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +18.6% | 1,500,150 | $56.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.64% | Reduce -11.5% | 1,221,779 | $45.6M |
| Epoch Investment Partners, Inc. | 0.20% | Reduce -5.5% | 1,180,773 | $44.1M |
| FIL Ltd | 0.04% | Reduce -6.7% | 1,166,000 | $43.5M |
| California Public Employees Retirement System | 0.03% | Reduce -8.7% | 1,143,652 | $42.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -9.1% | 1,017,853 | $38.0M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 986,972 | $36.8M |
| Deutsche Bank AG | 0.02% | Add +0.5% | 973,172 | $36.3M |
| APG Asset Management N.V. | 0.06% | Reduce -2.4% | 1,027,874 | $35.8M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -1.4% | 920,253 | $34.4M |
| Boston Trust Walden Corp | 0.25% | Add +350.3% | 903,372 | $33.7M |
| ProShare Advisors LLC | 0.09% | Add +2.5% | 881,658 | $32.9M |
| Rhumbline Advisers | 0.03% | Add +3.8% | 853,002 | $31.8M |
| Allianz Asset Management GmbH | 0.05% | Add +1883.1% | 827,768 | $30.9M |
| Energy Income Partners, LLC | 0.66% | Add +8.8% | 790,751 | $29.5M |
| Swiss National Bank | 0.02% | Reduce -1.1% | 768,900 | $28.7M |
| California State Teachers Retirement System | 0.03% | Add +24.2% | 758,443 | $28.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 716,888 | $26.8M |
| Bank of America Corp. | 0.00% | Reduce -34.6% | 700,474 | $26.1M |
| Aviva PLC | 0.07% | Add +15.6% | 680,881 | $25.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.5% | 642,044 | $24.0M |
| Bank of Montreal | 0.01% | Reduce -46.1% | 625,213 | $23.4M |
| GW&K Investment Management, LLC | 0.21% | Add +11.2% | 610,522 | $22.8M |
| UBS Group AG | 0.01% | Add +19.5% | 598,969 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Add +43.7% | 564,758 | $21.1M |
| Gabelli Funds LLC | 0.16% | Reduce -1.1% | 553,850 | $20.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Add +0.4% | 505,438 | $18.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -14.0% | 480,592 | $17.9M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -0.2% | 477,127 | $17.8M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 447,816 | $16.7M |
| Thematics Asset Management | 0.68% | Add +3.8% | 442,726 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.9% | 426,177 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 413,067 | $15.4M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 412,946 | $15.4M |
| Barclays PLC | 0.01% | Add +4.0% | 382,951 | $14.3M |
| Korea Investment CORP | 0.04% | Add +10.7% | 374,881 | $14.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.7% | 365,780 | $13.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 363,199 | $13.6M |
| Aberdeen Group plc | 0.03% | Reduce -3.8% | 361,401 | $13.5M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.4% | 354,688 | $13.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -2.8% | 344,848 | $12.8M |
| Candriam S.C.A. | 0.08% | Add +15.1% | 329,150 | $12.3M |
| New York State Teachers Retirement System | 0.03% | Add +0.1% | 320,786 | $12.0M |
| Corebridge Financial, Inc. | 0.07% | — | 318,296 | $11.9M |
| AMF Tjanstepension AB | 0.09% | New | 317,125 | $11.9M |
| Cambiar Investors LLC | 0.45% | Reduce -0.8% | 307,005 | $11.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -0.8% | 304,143 | $11.4M |
| LPL Financial LLC | 0.01% | Add +3.0% | 279,498 | $10.4M |
| Swedbank AB | 0.01% | Reduce -0.9% | 274,222 | $10.2M |
| CBRE Investment Management Listed Real Assets LLC | 0.19% | Add +5.7% | 273,803 | $10.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 271,515 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.6% | 268,303 | $10.0M |
| Gotham Asset Management | 0.13% | Add +36.8% | 262,038 | $9.8M |
| NFJ Investment Group, LLC | 0.29% | Reduce -0.3% | 254,313 | $9.5M |
| Magellan Asset Management Ltd | 0.09% | Add +10.3% | 247,377 | $9.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +8.8% | 237,101 | $8.9M |
| Maryland State Retirement & Pension System | 0.16% | Reduce -0.6% | 231,672 | $8.6M |
| Atom Investors LP | 0.86% | Add +84.7% | 230,999 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.8% | 217,130 | $8.1M |
| Danske Bank A/S | 0.03% | Reduce -6.8% | 206,906 | $7.7M |
| Citadel Advisors | 0.01% | Add +379.8% | 206,627 | $7.7M |
| Natixis | 0.05% | Reduce -44.6% | 199,345 | $7.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.76% | Add +2.8% | 199,324 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 186,360 | $7.0M |
| First Manhattan Co. Llc. | 0.02% | Reduce -4.5% | 185,215 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -8.6% | 177,320 | $6.6M |
| Hennessy Advisors Inc. | 0.25% | Add +1.1% | 177,300 | $6.6M |
| AXA S.A. | 0.02% | Add +16.5% | 164,201 | $6.1M |
| Wills Financial Group, Inc. | 2.75% | Add +0.1% | 159,781 | $6.0M |
| Holocene Advisors, LP | 0.02% | Add +87.2% | 154,953 | $5.8M |
| Verition Fund Management LLC | 0.05% | New | 154,525 | $5.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 152,120 | $5.7M |
| Storebrand Asset Management As | 0.02% | Add +31.1% | 149,685 | $5.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -61.4% | 145,015 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 144,107 | $5.4M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.8% | 144,077 | $5.4M |
| Amalgamated Bank | 0.04% | Add +3.2% | 141,586 | $5.3M |
| Raymond James & Associates | 0.00% | Add +13.0% | 140,789 | $5.3M |
| Deprince Race & Zollo Inc. | 0.12% | New | 139,854 | $5.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.5% | 137,709 | $5.1M |
| Stifel Financial Corp. | 0.01% | Reduce -2.9% | 137,073 | $5.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.5% | 133,041 | $5.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.1% | 132,513 | $4.9M |
| Hamilton Point Investment Advisors, LLC | 0.94% | Add +2.6% | 130,007 | $4.9M |
| TD Asset Management Inc | 0.00% | Reduce -2.1% | 129,059 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +8.1% | 128,955 | $4.8M |
| Jones Financial Companies LLLP | 0.01% | Add +48.0% | 127,885 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +9.7% | 127,670 | $4.8M |
| AQR Capital Management | 0.01% | Reduce -19.6% | 126,171 | $4.7M |
| First National Bank & Trust Co. of Newtown | 0.90% | Reduce -2.9% | 118,104 | $4.4M |
| HM Payson & Co. | 0.08% | Add +0.0% | 117,254 | $4.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.2% | 109,573 | $4.1M |
| Yousif Capital Management, LLC | 0.05% | Reduce -7.8% | 107,010 | $4.0M |
| Brown Advisory Inc. | 0.01% | Reduce -0.5% | 105,883 | $4.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +62.5% | 105,456 | $3.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.3% | 105,222 | $3.9M |
| Prudential PLC | 0.03% | Add +14.7% | 104,893 | $3.9M |
| Comerica Bank | 0.02% | Reduce -7.5% | 103,955 | $3.9M |
| Coston, McIsaac & Partners | 1.22% | Add +4.1% | 103,779 | $3.9M |
| AdvisorNet Financial, Inc | 0.35% | Reduce -1.3% | 103,438 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Reduce -2.5% | 102,400 | $3.8M |
| Costello Asset Management, INC | 2.84% | Reduce -3.4% | 101,890 | $3.8M |
| IFM Investors Pty Ltd | 0.04% | Add +0.2% | 100,644 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Add +65.3% | 96,350 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.0% | 96,005 | $3.6M |
| John G Ullman & Associates Inc. | 0.55% | New | 95,700 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 95,426 | $3.6M |
| Alpine Woods Capital Investors, LLC | 0.55% | Add +10.3% | 95,292 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Add +41.1% | 94,213 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -2.1% | 93,663 | $3.5M |
| Ostrum Asset Management | 0.30% | Reduce -12.9% | 92,053 | $3.4M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.1% | 91,760 | $3.4M |
| ExodusPoint Capital Management, LP | 0.04% | New | 86,187 | $3.2M |
| First National Corp. /Ma/ | 0.76% | Reduce -5.0% | 85,889 | $3.2M |
| Abn Amro Investment Solutions | 0.06% | New | 84,447 | $3.2M |
| Kennedy Capital Management LLC | 0.07% | Add +4.5% | 84,423 | $3.2M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Reduce -47.4% | 84,127 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +25.8% | 83,761 | $3.1M |
| Creative Planning | 0.00% | Reduce -2.6% | 80,940 | $3.0M |
| Greenland Capital Management LP | 0.64% | New | 79,970 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.3% | 78,320 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -21.9% | 78,017 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 77,899 | $2.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -10.1% | 77,868 | $2.9M |
| Arcadia Investment Management Corp. | 0.49% | Reduce -3.2% | 76,545 | $2.9M |
| Texas Yale Capital Corp. | 0.14% | Reduce -0.1% | 76,393 | $2.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +27.1% | 76,270 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -4.8% | 75,357 | $2.8M |
| BLB&B Advisors, LLC | 0.15% | Reduce -3.3% | 73,582 | $2.7M |
| Northwest & Ethical Investments L.P. | 0.08% | New | 72,899 | $2.7M |
| Benedict Financial Advisors Inc. | 0.69% | Reduce -3.8% | 72,350 | $2.7M |
| Arizona State Retirement System | 0.02% | Reduce -0.1% | 71,378 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.7% | 71,200 | $2.7M |
| South Dakota Investment Council | 0.05% | Reduce -0.1% | 71,006 | $2.7M |
| Trillium Asset Management, LLC | 0.07% | Add +5.3% | 68,973 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Add +8.3% | 67,638 | $2.5M |
| Alps Advisors Inc. | 0.02% | Add +15.8% | 66,936 | $2.5M |
| Stephens Inc. | 0.04% | Reduce -2.2% | 66,403 | $2.5M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -1.2% | 66,372 | $2.5M |
| Covea Finance | 0.11% | Reduce -31.3% | 66,000 | $2.5M |
| Jacobi Capital Management LLC | 0.21% | Add +0.6% | 63,942 | $2.4M |
| Natixis Advisors, LLC | 0.01% | Add +12.6% | 62,621 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.8% | 61,282 | $2.3M |
| Tortoise Capital Advisors, L.L.C. | 0.03% | Reduce -0.3% | 61,176 | $2.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -33.2% | 61,038 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.9% | 60,571 | $2.3M |
| Ethic Inc. | 0.05% | Add +2.5% | 59,665 | $2.2M |
| Radnor Capital Management, LLC | 0.68% | No change | 59,352 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -32.6% | 59,237 | $2.2M |
| Lido Advisors, LLC | 0.02% | Reduce -1.9% | 58,501 | $2.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +5.3% | 58,079 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.0% | 58,070 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.1% | 56,164 | $2.1M |
| DNB Asset Management AS | 0.01% | No change | 56,074 | $2.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -69.9% | 55,022 | $2.1M |
| Rodgers Brothers Inc. | 0.27% | Add +4.2% | 53,438 | $2.0M |
| Weaver C. Barksdale & Associates, Inc. | 1.87% | New | 52,690 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -15.9% | 52,264 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 51,561 | $1.9M |
| Bridgewater Advisors Inc. | 0.24% | Add +0.6% | 47,353 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +4.7% | 51,078 | $1.9M |
| Toth Financial Advisory Corp. | 0.24% | Add +43.1% | 50,834 | $1.9M |
| Shelton Capital Management | 0.05% | Reduce -28.9% | 50,342 | $1.9M |
| Forsta Ap-Fonden | 0.02% | Reduce -19.9% | 50,000 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +60.5% | 49,763 | $1.9M |
| M&T Bank Corp | 0.01% | Add +0.4% | 49,628 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 48,800 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 48,675 | $1.8M |
| Citigroup Inc. | 0.00% | Add +19.5% | 48,651 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -4.7% | 48,000 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +22.4% | 46,425 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +0.8% | 46,111 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +156.2% | 45,942 | $1.7M |
| Ossiam | 0.03% | Reduce -5.2% | 45,355 | $1.7M |
| Mariner, LLC | 0.00% | Add +21.1% | 45,180 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +21.1% | 45,129 | $1.7M |
| First Personal Financial Services | 0.38% | Add +3.0% | 44,979 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +2.6% | 44,032 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.4% | 43,989 | $1.6M |
| CenterBook Partners LP | 0.10% | Reduce -41.9% | 42,890 | $1.6M |
| Schroder Investment Management Group | 0.00% | Add +109.5% | 42,459 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.5% | 42,421 | $1.6M |
| Utah Retirement Systems | 0.02% | Reduce -1.9% | 41,698 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.8% | 41,616 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.14% | Add +1.4% | 41,534 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.4% | 41,136 | $1.5M |
| Tredje AP-fonden | 0.01% | Reduce -1.5% | 40,820 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.3% | 40,724 | $1.5M |
| Krilogy Financial LLC | 0.11% | Add +72.7% | 40,480 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +293.7% | 40,409 | $1.5M |
| Xponance LLC | 0.01% | Reduce -7.8% | 39,078 | $1.5M |
| Secure Asset Management, LLC | 0.27% | Add +3.4% | 38,255 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -29.9% | 37,977 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.0% | 37,546 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +70.6% | 37,353 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -48.0% | 36,516 | $1.4M |
| Credit Agricole S A | 0.01% | Add +20514.3% | 36,075 | $1.3M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -25.5% | 35,920 | $1.3M |
| Waverly Advisors, LLC | 0.03% | New | 35,874 | $1.3M |
| USS Investment Management Ltd | 0.01% | No change | 34,900 | $1.3M |
| Addison Capital Co | 0.56% | Add +4.0% | 34,628 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | Add +44.1% | 34,080 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 33,477 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +10.0% | 33,315 | $1.2M |
| Haverford Trust Co | 0.01% | Add +30.8% | 32,893 | $1.2M |
| TFG Advisers LLC | 0.47% | Reduce -10.8% | 32,585 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +22.7% | 30,854 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.4% | 30,773 | $1.1M |
| XTX Topco Ltd | 0.09% | New | 29,535 | $1.1M |
| Modera Wealth Management, LLC | 0.02% | Reduce -12.3% | 28,514 | $1.1M |
| Pathway Financial Advisers, LLC | 0.38% | Add +2.2% | 28,473 | $1.1M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -44.1% | 28,315 | $1.1M |
| Jmac Enterprises LLC | 0.18% | Reduce -1.4% | 28,165 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.9% | 28,269 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.28% | Reduce -3.4% | 27,742 | $1.0M |
| Philadelphia Trust Co. | 0.08% | No change | 27,630 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +223.1% | 27,537 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -0.4% | 27,518 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | No change | 27,271 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -4.7% | 27,241 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 27,209 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +28.3% | 27,079 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +10.5% | 26,881 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +55.8% | 26,435 | $987K |
| apricus wealth, LLC | 0.70% | No change | 26,262 | $980K |
| Blackhill Capital Inc. | 0.06% | No change | 26,041 | $972K |
| Godshalk Welsh Capital Management, Inc. | 0.65% | Reduce -5.6% | 26,036 | $972K |
| Continuum Advisory, LLC | 0.14% | No change | 26,032 | $972K |
| Blair William & Co. | 0.00% | New | 25,363 | $947K |
| Community Bank, N.A. | 0.12% | Reduce -9.1% | 24,843 | $927K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -3.3% | 23,624 | $882K |
| Key Financial Inc | 0.21% | Add +0.3% | 23,557 | $879K |
| Versor Investments LP | 0.16% | Add +24.6% | 23,379 | $873K |
| Carnegie Investment Counsel | 0.03% | Reduce -0.4% | 23,247 | $868K |
| Panagora Asset Management Inc. | 0.00% | Reduce -52.3% | 23,229 | $867K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -2.4% | 23,155 | $864K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -46.7% | 23,000 | $859K |
| Man Group plc | 0.00% | No change | 22,984 | $858K |
| Daiwa Securities Group Inc. | 0.00% | Add +2.8% | 22,821 | $852K |
| Prudential Financial Inc. | 0.00% | Reduce -47.9% | 22,474 | $839K |
| Cullen Capital Management, LLC | 0.01% | Add +7.8% | 22,241 | $830K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -8.5% | 22,201 | $829K |
| Moors & Cabot, Inc. | 0.04% | Add +6.0% | 21,902 | $818K |
| Blue Bell Private Wealth Management, LLC | 0.17% | Reduce -0.4% | 21,412 | $799K |
| Aspire Private Capital, LLC | 0.20% | No change | 21,176 | $791K |
| Rothschild Investment LLC | 0.05% | Reduce -4.1% | 20,990 | $784K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 20,877 | $779K |
| Agf Management Ltd. | 0.00% | Reduce -1.8% | 20,585 | $768K |
| Bernardo Wealth Planning LLC | 0.21% | Add +0.0% | 20,563 | $768K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -5.5% | 20,237 | $755K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.9% | 20,070 | $749K |
| Lee Financial Co | 0.12% | Add +5.2% | 19,976 | $746K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -2.6% | 19,859 | $741K |
| United Services Automobile Association | 0.02% | Add +12.2% | 19,773 | $738K |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 19,725 | $736K |
| KBC Group NV | 0.00% | Reduce -43.8% | 19,071 | $712K |
| Provenance Wealth Advisors, LLC | 0.10% | Add +0.5% | 19,070 | $712K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 18,975 | $708K |
| MBB Public Markets I LLC | 0.01% | New | 18,964 | $708K |
| CENTRAL TRUST Co | 0.02% | Add +97.3% | 18,670 | $697K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -5.1% | 18,432 | $688K |
| ELCO Management Co., LLC | 0.40% | No change | 18,352 | $685K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.7% | 18,084 | $675K |
| Belpointe Asset Management LLC | 0.05% | Add +6.8% | 17,935 | $670K |
| Smithfield Trust Co | 0.03% | Reduce -2.8% | 17,269 | $645K |
| Sanctuary Advisors, LLC | 0.00% | — | 17,459 | $630K |
| Peoples Bank | 0.49% | Reduce -2.6% | 16,792 | $627K |
| Mitchell Sinkler & Starr | 0.16% | Reduce -18.6% | 15,223 | $623K |
| First Pacific Financial | 0.15% | Add +7.5% | 16,164 | $603K |
| US Bancorp \de | 0.00% | Reduce -1.0% | 16,145 | $603K |
| Spirit of America Management Corp. | 0.12% | Add +21.2% | 16,000 | $597K |
| Trexquant Investment LP | 0.01% | New | 15,631 | $584K |
| Loudon Investment Management, LLC | 0.34% | No change | 15,463 | $577K |
| Choreo, LLC | 0.01% | Add +57.9% | 15,457 | $574K |
| Keybank National Association | 0.00% | Add +68.7% | 15,360 | $573K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.1% | 15,284 | $571K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.29% | No change | 15,000 | $560K |
| Susquehanna International Group, LLP | 0.00% | Add +172.1% | 14,973 | $559K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -10.3% | 14,669 | $548K |
| AE Wealth Management LLC | 0.01% | New | 14,466 | $540K |
| Resurgent Financial Advisors LLC | 0.34% | No change | 14,413 | $538K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.0% | 14,412 | $538K |
| Blossom Wealth Management | 1.16% | Add +0.6% | 14,315 | $534K |
| Levy Wealth Management Group, LLC | 0.14% | Add +0.8% | 14,299 | $534K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -0.7% | 14,259 | $532K |
| Rowlandmiller & Partners.adv | 0.12% | Reduce -3.8% | 14,172 | $529K |
| Cibc World Markets Corp. | 0.00% | Add +31.8% | 14,011 | $523K |
| CIBC Asset Management Inc | 0.00% | Add +0.4% | 13,993 | $522K |
| Clean Yield Group | 0.19% | No change | 13,520 | $505K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -26.6% | 13,456 | $502K |
| Readystate Asset Management LP | 0.04% | New | 13,410 | $501K |
| Tradewinds Capital Management, LLC | 0.15% | Add +1817.9% | 13,406 | $500K |
| Ingalls & Snyder LLC | 0.02% | No change | 13,338 | $498K |
| M&G PLC | 0.00% | New | 13,025 | $482K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,828 | $479K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +14.7% | 12,643 | $472K |
| Captrust Financial Advisors | 0.00% | Add +11.3% | 12,549 | $468K |
| Cresset Asset Management, LLC | 0.00% | Add +10.1% | 12,179 | $455K |
| Bank of Nova Scotia | 0.00% | Add +30.4% | 12,141 | $453K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 12,052 | $450K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.1% | 12,002 | $448K |
| Ieq Capital, LLC | 0.01% | Add +1.0% | 11,912 | $445K |
| American Century Companies Inc. | 0.00% | Reduce -84.2% | 11,850 | $442K |
| Metis Global Partners, LLC | 0.02% | Reduce -2.7% | 11,849 | $442K |
| Pullen Investment Management, LLC | 0.37% | Add +80.2% | 11,846 | $442K |
| Farmers Trust Co. | 0.09% | Reduce -2.8% | 11,834 | $442K |
| Vestcor Inc | 0.01% | Reduce -47.8% | 11,597 | $433K |
| Fiduciary Trust Co | 0.01% | Reduce -8.9% | 11,551 | $431K |
| O'Brien Greene & Co. Inc | 0.13% | No change | 11,114 | $415K |
| SS&H Financial Advisors, Inc. | 0.16% | No change | 11,074 | $413K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.0% | 10,962 | $409K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,881 | $406K |
| Diversified, LLC | 0.05% | Add +0.0% | 10,825 | $404K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -27.5% | 10,824 | $404K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.1% | 9,615 | $399K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 10,598 | $396K |
| Oppenheimer & Co. Inc. | 0.01% | Add +45.2% | 10,596 | $396K |
| Raymond James Trust N.A. | 0.01% | Reduce -18.7% | 10,577 | $395K |
| W.H. Cornerstone Investments Inc. | 0.28% | Add +0.8% | 10,523 | $393K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -11.2% | 10,520 | $393K |
| Simplicity Wealth,LLC | 0.01% | Reduce -11.1% | 10,461 | $390K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 10,438 | $390K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +2.1% | 10,408 | $389K |
| Procyon Advisors, LLC | 0.03% | No change | 10,405 | $388K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -16.7% | 10,397 | $388K |
| Longfellow Investment Management Co. LLC | 0.10% | Add +0.7% | 10,331 | $386K |
| Evergreen Capital Management LLC | 0.01% | New | 10,319 | $385K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.16% | Reduce -3.3% | 10,306 | $385K |
| Occudo Quantitative Strategies LP | 0.07% | New | 10,303 | $385K |
| Phoenix Financial Ltd. | 0.01% | Add +1.1% | 10,293 | $384K |
| Meeder Advisory Services, Inc. | 0.03% | Add +56.1% | 10,155 | $379K |
| Quantinno Capital Management LP | 0.01% | Add +63.9% | 10,142 | $379K |
| Assenagon Asset Management S.A. | 0.00% | No change | 9,929 | $371K |
| HB Wealth Management, LLC | 0.00% | Add +0.7% | 9,729 | $363K |
| EP Wealth Advisors, LLC | 0.00% | Add +11.7% | 9,580 | $358K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 9,552 | $357K |
| Manchester Capital Management LLC | 0.04% | Reduce -0.5% | 9,266 | $346K |
| Marcum Wealth, LLC | 0.03% | Add +0.3% | 9,216 | $344K |
| Mendel Money Management | 0.16% | Add +1.1% | 9,030 | $337K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 9,029 | $337K |
| Signaturefd, LLC | 0.01% | Reduce -5.0% | 8,953 | $334K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 8,907 | $332K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 8,897 | $332K |
| Gitterman Wealth Management, LLC | 0.13% | Reduce -2.9% | 8,879 | $331K |
| Compound Planning, Inc. | 0.02% | Reduce -15.8% | 8,843 | $330K |
| Caprock Group, LLC | 0.01% | Add +8.3% | 8,785 | $328K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -12.8% | 8,628 | $322K |
| First Affirmative Financial Network | 0.22% | Add +7.8% | 8,523 | $318K |
| GSG Advisors LLC | 0.11% | No change | 8,570 | $318K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 8,477 | $316K |
| Apella Capital, LLC | 0.01% | No change | 8,505 | $316K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -34.1% | 8,240 | $308K |
| Quadrant Capital Group LLC | 0.02% | Reduce -5.5% | 8,146 | $304K |
| Sigma Planning Corp | 0.01% | Add +28.6% | 8,092 | $302K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 8,002 | $299K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +0.2% | 7,994 | $298K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.0% | 7,982 | $298K |
| Horizon Investment Services, LLC | 0.14% | Add +0.7% | 7,912 | $295K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 7,906 | $295K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 7,885 | $294K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,844 | $293K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -32.8% | 7,760 | $290K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 7,739 | $289K |
| Welch & Forbes LLC | 0.00% | Add +5.7% | 7,728 | $288K |
| First Trust Direct Indexing L.P. | 0.02% | New | 7,687 | $287K |
| Greenleaf Trust | 0.00% | Add +2.2% | 7,614 | $284K |
| Lindenwold Advisors, INC | 0.15% | Reduce -0.7% | 7,566 | $282K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +134.8% | 7,560 | $282K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $281K |
| Virtue Capital Management, LLC | 0.05% | Reduce -11.5% | 6,776 | $275K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -28.7% | 7,286 | $272K |
| RTD Financial Advisors, Inc. | 0.04% | No change | 7,103 | $265K |
| Kennedy Investment Group, Inc. | 0.13% | Reduce -1.3% | 7,073 | $264K |
| LVW Advisors, LLC | 0.04% | No change | 7,000 | $261K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.5% | 6,947 | $259K |
| Conestoga Capital Advisors, LLC | 0.00% | Reduce -47.0% | 6,937 | $259K |
| Focus Partners Wealth | 0.00% | New | 6,907 | $258K |
| UniSuper Management Pty Ltd | 0.00% | Add +86.5% | 6,900 | $258K |
| Profund Advisors LLC | 0.01% | Reduce -19.4% | 6,896 | $257K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -20.8% | 6,867 | $256K |
| Providence Wealth Advisors, LLC | 0.20% | No change | 6,835 | $256K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | No change | 6,835 | $255K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,790 | $253K |
| Tower Wealth Partners, Inc. | 0.15% | Add +6.8% | 6,718 | $251K |
| Ascent Group, LLC | 0.02% | Reduce -13.1% | 6,658 | $249K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 6,444 | $241K |
| Argent Trust Co | 0.01% | No change | 6,442 | $240K |
| Seeds Investor LLC | 0.12% | New | 6,406 | $239K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -13.9% | 6,398 | $239K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $233K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 6,250 | $233K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -67.7% | 6,239 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -65.9% | 6,235 | $233K |
| Clark Capital Management Group, Inc. | 0.00% | New | 6,221 | $232K |
| Rafferty Asset Management, LLC | 0.00% | New | 6,204 | $232K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.7% | 6,188 | $231K |
| Moneco Advisors, LLC | 0.03% | No change | 6,188 | $231K |
| Prio Wealth Limited Partnership | 0.01% | No change | 6,174 | $230K |
| SG Americas Securities, LLC | 0.00% | Add +14.7% | 6,163 | $230K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -5.2% | 6,157 | $230K |
| Commerce Bank | 0.00% | No change | 6,060 | $226K |
| Charter Research & Investment Group, Inc. | 0.17% | No change | 5,930 | $221K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 5,870 | $219K |
| Investment Management Corp of Ontario | 0.01% | New | 5,821 | $217K |
| Main Street Financial Solutions, LLC | 0.02% | New | 5,774 | $216K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +4.4% | 5,688 | $212K |
| CW Advisors, LLC | 0.00% | New | 5,586 | $209K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -12.6% | 5,539 | $208K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.5% | 5,556 | $207K |
| Zacks Investment Management | 0.00% | Reduce -0.2% | 5,544 | $207K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 5,535 | $207K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 5,455 | $204K |
| Mediolanum International Funds Ltd | 0.00% | New | 5,790 | $202K |
| Glenview Trust Co | 0.00% | New | 5,392 | $201K |
| MAI Capital Management | 0.00% | New | 5,386 | $201K |
| GAMMA Investing LLC | 0.03% | Add +59.0% | 5,359 | $200K |
| Huntington National Bank | 0.00% | Reduce -1.2% | 5,339 | $199K |
| Private Trust Co. NA | 0.02% | Reduce -5.6% | 5,318 | $199K |
| Blume Capital Management, Inc. | 0.05% | No change | 5,055 | $189K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Add +76.1% | 4,967 | $185K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,852 | $181K |
| Redwood Wealth Management Group, LLC | 0.13% | New | 4,659 | $174K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +206.7% | 4,640 | $173K |
| Principal Securities, Inc. | 0.00% | Reduce -56.7% | 4,529 | $169K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.7% | 4,416 | $165K |
| Natixis Investment Managers International | 0.01% | No change | 4,033 | $151K |
| Fifth Third Bancorp | 0.00% | Reduce -6.0% | 4,001 | $149K |
| Cetera Trust Company, N.A | 0.09% | New | 3,965 | $148K |
| Global Retirement Partners, LLC | 0.00% | Add +23.7% | 3,912 | $146K |
| Whittier Trust Co. | 0.00% | No change | 3,755 | $140K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 3,627 | $135K |
| Rakuten Investment Management, Inc. | 0.00% | Add +59.1% | 3,574 | $134K |
| CI Investments Inc. | 0.00% | Add +0.3% | 3,463 | $129K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,341 | $125K |
| Bank of New Hampshire | 0.03% | No change | 3,250 | $121K |
| V-Square Quantitative Management LLC | 0.02% | Add +0.2% | 3,144 | $117K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $117K |
| Spire Wealth Management | 0.00% | No change | 3,075 | $115K |
| Trust Co. of Vermont | 0.01% | Reduce -2.5% | 3,020 | $113K |
| Allworth Financial LP | 0.00% | Add +1.9% | 2,741 | $112K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,930 | $109K |
| Sound Income Strategies, LLC | 0.01% | Reduce -20.0% | 2,735 | $102K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +0.6% | 2,754 | $101K |
| Harbour Investments, Inc. | 0.00% | Add +0.0% | 2,565 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,538 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,531 | $94K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,450 | $91K |
| Kepos Capital LP | 0.03% | Reduce -7.2% | 2,359 | $88K |
| Colonial Trust Co / SC | 0.02% | Reduce -2.3% | 2,345 | $88K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.7% | 2,323 | $87K |
| National Bank of Canada | 0.00% | Add +0.7% | 2,214 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Add +17.8% | 2,198 | $82K |
| Creative Financial Designs Inc. | 0.01% | Add +704.4% | 2,196 | $82K |
| Colonial Trust Advisors | 0.01% | No change | 2,042 | $76K |
| Tower View Wealth Management LLC | 0.04% | Add +0.5% | 1,965 | $73K |
| Cultivar Capital, Inc. | 0.06% | New | 1,869 | $70K |
| Mascoma Wealth Management LLC | 0.02% | New | 1,766 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,695 | $63K |
| Arax Advisory Partners | 0.01% | Add +1300.9% | 1,625 | $61K |
| Old Second National Bank of Aurora | 0.02% | No change | 1,600 | $60K |
| Asset Dedication, LLC | 0.00% | No change | 1,541 | $58K |
| Clearstead Trust, LLC | 0.01% | No change | 1,500 | $56K |
| Flputnam Investment Management Co. | 0.00% | New | 1,475 | $55K |
| Avior Wealth Management, LLC | 0.00% | New | 1,447 | $54K |
| Tompkins Financial Corp. | 0.01% | Reduce -59.5% | 1,385 | $52K |
| Peoples Financial Services Corp. | 0.02% | No change | 1,250 | $47K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +1.2% | 1,215 | $45K |
| Riverview Trust Co | 0.04% | No change | 1,154 | $43K |
| Blue Trust, Inc. | 0.00% | Add +6.3% | 1,151 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | Add +13.9% | 1,136 | $42K |
| Orion Capital Management LLC | 0.02% | No change | 1,125 | $42K |
| Quent Capital, LLC | 0.00% | Reduce -1.5% | 1,030 | $38K |
| CoreCap Advisors, LLC | 0.00% | Add +123.0% | 1,028 | $38K |
| Voisard Asset Management Group, Inc. | 0.02% | New | 1,000 | $37K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | Reduce -37.5% | 1,000 | $37K |
| Balefire, LLC | 0.01% | Add +6.9% | 980 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2.1% | 977 | $36K |
| Motco | 0.00% | No change | 969 | $36K |
| Delta Asset Management LLC | 0.00% | No change | 960 | $36K |
| Lindbrook Capital, LLC | 0.00% | Add +0.3% | 939 | $35K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $34K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 862 | $32K |
| Cypress Capital, LLC | 0.01% | New | 842 | $31K |
| Arrow Financial Corp | 0.00% | Reduce -23.1% | 832 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -12.6% | 838 | $31K |
| Webster Bank, N. A. | 0.00% | Reduce -25.0% | 825 | $31K |
| 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 |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 710 | $27K |
| Princeton Global Asset Management LLC | 0.01% | No change | 705 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $25K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 594 | $24K |
| First PREMIER Bank | 0.01% | No change | 650 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +56.9% | 634 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 625 | $23K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 625 | $23K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -14.3% | 600 | $22K |
| Parkside Financial Bank & Trust | 0.00% | No change | 566 | $21K |
| DT Investment Partners, LLC | 0.00% | Reduce -13.2% | 564 | $21K |
| Bangor Savings Bank | 0.00% | New | 564 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $21K |
| IFP Advisors, Inc | 0.00% | Add +5.7% | 535 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | — | 518 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +958.3% | 508 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 498 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 494 | $18K |
| Banque Cantonale Vaudoise | 0.00% | Add +8.4% | 476 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Add +114.8% | 479 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $17K |
| Bfsg, LLC | 0.00% | Reduce -8.1% | 463 | $17K |
| McIlrath & Eck, LLC | 0.00% | Reduce -14.0% | 424 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 423 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.2% | 423 | $16K |
| Millburn Ridgefield LLC | 0.00% | Reduce -16.6% | 417 | $16K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -16.6% | 417 | $16K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $15K |
| City State Bank | 0.01% | No change | 380 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 380 | $14K |
| Robbins Farley | 0.01% | No change | 375 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 374 | $14K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 371 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.0% | 327 | $13K |
| Concord Wealth Partners | 0.00% | Add +0.9% | 347 | $13K |
| New Millennium Group LLC | 0.01% | New | 338 | $13K |
| Hilltop National Bank | 0.00% | No change | 325 | $12K |
| Covestor Ltd | 0.01% | Reduce -25.0% | 318 | $12K |
| Family Firm, Inc. | 0.00% | New | 321 | $12K |
| Independence Bank of Kentucky | 0.00% | Reduce -39.4% | 320 | $12K |
| CNB Bank | 0.01% | No change | 300 | $11K |
| Financial Connections Group, Inc. | 0.01% | No change | 300 | $11K |
| Archer Investment Corp | 0.00% | Add +0.3% | 294 | $11K |
| Castleview Partners, LLC | 0.01% | Add +61.5% | 252 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 242 | $9K |
| Gradient Investments LLC | 0.00% | Reduce -77.2% | 230 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -27.7% | 198 | $7K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -91.4% | 180 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -84.8% | 180 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 174 | $6K |
| Sandy Spring Bank | 0.00% | No change | 164 | $6K |
| Mather Group, Llc. | 0.00% | Add +507.4% | 164 | $6K |
| Opal Wealth Advisors, LLC | 0.00% | New | 161 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| LGT Financial Advisors LLC | 0.01% | Reduce -1.3% | 155 | $6K |
| Headlands Technologies LLC | 0.00% | Add +1038.5% | 148 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | New | 142 | $5K |
| SWAN Capital LLC | 0.00% | New | 125 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Add +74.7% | 124 | $5K |
| Sachetta, LLC | 0.00% | Add +188.2% | 98 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.9% | 100 | $4K |
| Bear Mountain Capital, Inc. | 0.00% | Add +1.1% | 88 | $4K |
| Ridgewood Investments LLC | 0.00% | New | 63 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 59 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -8.3% | 55 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 50 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +2.0% | 50 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 46 | $2K |
| Zions Bancorporation, N.A. | 0.00% | No change | 45 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.8% | 44 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +6.7% | 32 | $1K |
| EdgeRock Capital LLC | 0.00% | New | 32 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +17.4% | 27 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| NFSG Corp | 0.00% | No change | 26 | $971 |
| Innealta Capital, LLC | 0.00% | New | 17 | $635 |
| Transcendent Capital Group LLC | 0.00% | New | 16 | $597 |
| MV Capital Management, Inc. | 0.00% | Reduce -62.5% | 12 | $448 |
| True Wealth Design, LLC | 0.00% | Add +20.0% | 12 | $448 |
| Strategic Financial Concepts, LLC | 0.00% | New | 15,807 | $388 |
| Cedar Mountain Advisors, LLC | 0.00% | Add +28.6% | 9 | $317 |
| Larson Financial Group LLC | 0.00% | Add +25.0% | 5 | $187 |
| Rakuten Securities, Inc. | 0.00% | No change | 3 | $112 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.0% | 1 | $37 |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.