Essential UtilitiesWTRG
13F holders, Q3 2024 (September 30)629holders +28
66new positions
43sold out
8famous investors
$38.33avg. 13F price*
At the end of Q3 2024, 629 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 28 from Q2 2024. 66 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Canada Pension Plan Investment Board ($835.5M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $157.6M |
| Exits | 43 | $13.8M |
All 13F filers, Q2 2024 → Q3 2024: 15,887,278 shares bought and 19,674,857 shares sold, net −3,787,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| BlackRock, Inc. | 0.03% | — | 31,168,058 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.0% | 27,815,879 | $1.1B |
| Canada Pension Plan Investment Board | 0.79% | No change | 21,661,095 | $835.5M |
| State Street Corp. | 0.02% | Reduce -2.5% | 12,466,249 | $480.8M |
| Amundi | 0.11% | Add +4.7% | 7,831,458 | $301.5M |
| Nordea Investment Management AB | 0.25% | Add +15.9% | 5,839,048 | $223.2M |
| Pictet Asset Management Holding SA | 0.22% | Add +5.6% | 5,128,543 | $197.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.9% | 4,305,976 | $165.7M |
| Invesco Ltd. | 0.03% | Reduce -17.9% | 3,453,866 | $133.2M |
| Morgan Stanley | 0.01% | Add +2.9% | 3,264,993 | $125.9M |
| First Trust Advisors LP | 0.12% | Add +2.4% | 3,246,030 | $125.2M |
| Legal & General Group Plc | 0.03% | Reduce -1.1% | 3,233,534 | $124.7M |
| Norges Bank | 0.01% | Add +29.6% | 2,750,912 | $106.1M |
| Northern Trust Corp. | 0.02% | Reduce -12.7% | 2,730,064 | $105.3M |
| FMR LLC | 0.01% | Reduce -19.9% | 2,677,789 | $103.3M |
| Macquarie Group Ltd. | 0.11% | Add +49.1% | 2,614,135 | $100.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.2% | 2,555,304 | $98.6M |
| Duff & Phelps Investment Management Co. | 1.12% | Add +4.2% | 2,531,297 | $97.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.3% | 2,154,215 | $83.1M |
| Tandem Investment Advisors, Inc. | 2.97% | Add +0.5% | 2,034,497 | $78.5M |
| Boston Trust Walden Corp | 0.53% | Add +117.3% | 1,962,692 | $75.7M |
| FIL Ltd | 0.07% | Add +68.2% | 1,960,747 | $75.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.7% | 1,871,932 | $72.2M |
| Empower Advisory Group, LLC | 0.21% | Add +5.6% | 1,585,475 | $61.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.9% | 1,573,992 | $60.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.88% | Add +423.4% | 1,433,096 | $55.3M |
| Allianz Asset Management GmbH | 0.08% | Add +54.6% | 1,279,682 | $49.4M |
| Millennium Management | 0.04% | New | 1,243,484 | $48.0M |
| Epoch Investment Partners, Inc. | 0.20% | Reduce -1.4% | 1,164,398 | $44.9M |
| California Public Employees Retirement System | 0.03% | Reduce -6.0% | 1,075,333 | $41.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.55% | Reduce -14.2% | 1,048,821 | $40.4M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 997,399 | $39.8M |
| Bank of America Corp. | 0.00% | Add +45.7% | 1,020,395 | $39.4M |
| JPMorgan Chase & Co. | 0.00% | Add +33.1% | 953,984 | $36.8M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -0.9% | 912,293 | $35.2M |
| California State Teachers Retirement System | 0.04% | Add +11.8% | 847,984 | $32.7M |
| Rhumbline Advisers | 0.03% | Reduce -1.4% | 840,777 | $32.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -94.2% | 828,566 | $32.0M |
| Deutsche Bank AG | 0.01% | Reduce -15.1% | 826,740 | $31.9M |
| ProShare Advisors LLC | 0.08% | Reduce -8.6% | 805,620 | $31.1M |
| Point72 Asset Management | 0.11% | New | 799,647 | $30.8M |
| UBS Group AG | 0.01% | Add +32.0% | 790,908 | $30.5M |
| Swiss National Bank | 0.02% | No change | 768,900 | $29.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -24.6% | 767,455 | $29.6M |
| GW&K Investment Management, LLC | 0.25% | Add +22.9% | 750,353 | $28.9M |
| Energy Income Partners, LLC | 0.62% | Reduce -5.5% | 747,091 | $28.8M |
| Aviva PLC | 0.07% | Add +7.0% | 728,337 | $28.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.8% | 653,408 | $25.2M |
| Bank of Montreal | 0.01% | Reduce -3.2% | 605,154 | $23.2M |
| Gabelli Funds LLC | 0.16% | Reduce -0.5% | 551,350 | $21.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -3.5% | 544,850 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.6% | 543,990 | $21.0M |
| Wells Fargo & Company | 0.00% | Add +17.8% | 527,544 | $20.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +6.1% | 510,053 | $19.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Reduce -5.1% | 479,587 | $18.5M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -0.3% | 475,935 | $18.4M |
| Thematics Asset Management | 0.68% | No change | 442,726 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 430,835 | $16.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 408,476 | $15.8M |
| Alliancebernstein L.P. | 0.01% | Add +10.5% | 401,497 | $15.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.5% | 382,158 | $14.8M |
| Deprince Race & Zollo Inc. | 0.27% | Add +164.1% | 369,325 | $14.2M |
| Twinbeech Capital LP | 0.27% | New | 360,298 | $13.9M |
| Candriam S.C.A. | 0.08% | Add +8.6% | 357,445 | $13.8M |
| Barclays PLC | 0.01% | Reduce -8.1% | 352,021 | $13.6M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.3% | 349,952 | $13.5M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +2.6% | 353,836 | $13.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +5.6% | 321,179 | $12.4M |
| AMF Tjanstepension AB | 0.09% | No change | 317,125 | $12.2M |
| Cambiar Investors LLC | 0.45% | Reduce -0.5% | 305,451 | $11.8M |
| AQR Capital Management | 0.02% | Add +141.6% | 304,880 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.5% | 297,741 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -8.1% | 294,791 | $11.4M |
| Swedbank AB | 0.01% | Add +3.0% | 282,370 | $10.9M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 277,528 | $10.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 268,303 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.4% | 245,878 | $9.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.3% | 244,901 | $9.4M |
| Magellan Asset Management Ltd | 0.09% | Reduce -2.1% | 242,089 | $9.3M |
| Verition Fund Management LLC | 0.07% | Add +53.6% | 237,320 | $9.2M |
| Atom Investors LP | 0.93% | Reduce -0.3% | 230,344 | $8.9M |
| Maryland State Retirement & Pension System | 0.18% | Reduce -2.0% | 226,954 | $8.8M |
| John G Ullman & Associates Inc. | 1.18% | Add +121.7% | 212,122 | $8.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.5% | 209,521 | $8.1M |
| Danske Bank A/S | 0.03% | Reduce -0.3% | 206,306 | $8.0M |
| HRT Financial LP | 0.04% | New | 204,105 | $7.9M |
| NFJ Investment Group, LLC | 0.23% | Reduce -20.6% | 201,898 | $7.8M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.76% | Add +0.4% | 200,207 | $7.7M |
| Greenland Capital Management LP | 1.39% | Add +147.4% | 197,846 | $7.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +9.5% | 194,139 | $7.5M |
| Holocene Advisors, LP | 0.03% | Add +24.6% | 193,091 | $7.4M |
| Gotham Asset Management | 0.08% | Reduce -26.8% | 191,938 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +80.1% | 189,880 | $7.3M |
| Weiss Asset Management LP | 0.27% | New | 189,286 | $7.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 184,046 | $7.1M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.9% | 183,515 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +43.0% | 182,942 | $7.0M |
| Storebrand Asset Management As | 0.02% | Add +21.4% | 181,745 | $7.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +17.9% | 179,349 | $6.9M |
| Natixis | 0.04% | Reduce -11.0% | 177,353 | $6.8M |
| Abn Amro Investment Solutions | 0.12% | Add +102.9% | 171,347 | $6.6M |
| Hennessy Advisors Inc. | 0.21% | Reduce -3.7% | 170,700 | $6.6M |
| AXA S.A. | 0.02% | Add +2.1% | 167,605 | $6.5M |
| HSBC Holdings PLC | 0.00% | Add +338.0% | 166,354 | $6.4M |
| Wills Financial Group, Inc. | 2.61% | Add +0.8% | 161,045 | $6.2M |
| TD Asset Management Inc | 0.01% | Add +24.5% | 160,650 | $6.2M |
| Campbell & CO Investment Adviser LLC | 0.46% | New | 159,738 | $6.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.7% | 158,033 | $6.1M |
| State of Wisconsin Investment Board | 0.01% | Add +6.5% | 146,683 | $5.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.3% | 144,618 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.1% | 139,864 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 137,409 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +63.2% | 136,723 | $5.3M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -5.5% | 136,076 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.2% | 134,336 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.8% | 130,133 | $5.0M |
| Hamilton Point Investment Advisors, LLC | 0.90% | Reduce -0.4% | 129,518 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 128,955 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -15.2% | 120,041 | $4.6M |
| First National Bank & Trust Co. of Newtown | 0.86% | Reduce -1.4% | 116,459 | $4.5M |
| HM Payson & Co. | 0.08% | Reduce -1.0% | 116,054 | $4.5M |
| Prudential PLC | 0.02% | Add +6.3% | 111,476 | $4.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 110,023 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -22.2% | 109,578 | $4.2M |
| Qube Research & Technologies Ltd | 0.01% | New | 108,257 | $4.2M |
| Coston, McIsaac & Partners | 1.17% | Add +3.8% | 107,694 | $4.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +39.0% | 106,043 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.5% | 105,454 | $4.1M |
| Ostrum Asset Management | 0.34% | Add +14.4% | 105,325 | $4.1M |
| Brown Advisory Inc. | 0.01% | Reduce -0.6% | 105,235 | $4.1M |
| AdvisorNet Financial, Inc | 0.30% | Add +0.1% | 103,495 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.0% | 103,111 | $4.0M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 102,400 | $4.0M |
| Costello Asset Management, INC | 2.61% | Reduce -0.5% | 101,365 | $3.9M |
| DRW Securities, LLC | 0.22% | New | 101,300 | $3.9M |
| Aberdeen Group plc | 0.01% | Reduce -72.4% | 99,630 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 97,714 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -0.1% | 96,284 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -12.0% | 94,129 | $3.6M |
| IFM Investors Pty Ltd | 0.03% | Reduce -7.3% | 93,296 | $3.6M |
| Alpine Woods Capital Investors, LLC | 0.62% | Reduce -6.4% | 89,170 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -2.0% | 91,809 | $3.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.8% | 91,449 | $3.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -0.9% | 90,957 | $3.5M |
| Comerica Bank | 0.01% | Reduce -13.0% | 90,466 | $3.5M |
| Covea Finance | 0.15% | Add +36.4% | 90,000 | $3.5M |
| D. E. Shaw & Co. | 0.00% | New | 86,643 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +44.5% | 83,881 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +33.9% | 81,719 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.1% | 80,744 | $3.1M |
| Creative Planning | 0.00% | Reduce -1.4% | 79,824 | $3.1M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +1.1% | 78,689 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 78,017 | $3.0M |
| Benedict Financial Advisors Inc. | 0.70% | Add +6.2% | 76,798 | $3.0M |
| Synergy Asset Management, LLC | 0.45% | New | 76,787 | $3.0M |
| Citigroup Inc. | 0.00% | Add +57.0% | 76,394 | $2.9M |
| Texas Yale Capital Corp. | 0.13% | No change | 76,393 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -2.8% | 75,699 | $2.9M |
| Engineers Gate Manager LP | 0.06% | New | 75,497 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Add +6.8% | 72,211 | $2.9M |
| Arizona State Retirement System | 0.02% | Add +4.3% | 74,446 | $2.9M |
| Kennedy Capital Management LLC | 0.06% | Reduce -12.2% | 74,101 | $2.9M |
| Toth Financial Advisory Corp. | 0.33% | Add +44.4% | 73,394 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Add +42.2% | 71,100 | $2.7M |
| South Dakota Investment Council | 0.05% | No change | 71,006 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.0% | 69,800 | $2.7M |
| Pinebridge Investments, L.P. | 0.02% | New | 69,693 | $2.7M |
| Trillium Asset Management, LLC | 0.06% | Reduce -1.5% | 67,910 | $2.6M |
| Exchange Traded Concepts, LLC | 0.06% | Add +2.1% | 67,784 | $2.6M |
| Radnor Capital Management, LLC | 0.38% | Add +13.1% | 67,153 | $2.6M |
| BLB&B Advisors, LLC | 0.13% | Reduce -9.3% | 66,737 | $2.6M |
| Natixis Advisors, LLC | 0.01% | Add +6.0% | 66,382 | $2.6M |
| Arcadia Investment Management Corp. | 0.42% | Reduce -13.8% | 66,020 | $2.5M |
| Sei Investments Co. | 0.00% | Add +10.4% | 65,421 | $2.5M |
| Jacobi Capital Management LLC | 0.19% | Add +2.2% | 65,374 | $2.5M |
| Korea Investment CORP | 0.01% | Reduce -82.7% | 64,829 | $2.5M |
| Stephens Inc. | 0.03% | Reduce -4.5% | 63,446 | $2.4M |
| LBP Am SA | 0.04% | New | 62,424 | $2.4M |
| DNB Asset Management AS | 0.01% | Add +10.8% | 62,141 | $2.4M |
| Alps Advisors Inc. | 0.02% | Reduce -9.3% | 60,713 | $2.3M |
| Northwest & Ethical Investments L.P. | 0.06% | Reduce -17.4% | 60,243 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.3% | 59,771 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.7% | 59,631 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -21.0% | 59,516 | $2.3M |
| Tortoise Capital Advisors, L.L.C. | 0.03% | Reduce -4.4% | 58,479 | $2.3M |
| Phoenix Financial Ltd. | 0.03% | Add +462.3% | 57,874 | $2.2M |
| Coldstream Capital Management Inc. | 0.05% | New | 57,626 | $2.2M |
| Ethic Inc. | 0.05% | Reduce -2.5% | 58,202 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.5% | 55,860 | $2.2M |
| Toronto Dominion Bank | 0.00% | Add +26.2% | 55,560 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +99.2% | 54,809 | $2.1M |
| Rodgers Brothers Inc. | 0.26% | No change | 53,438 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -8.8% | 52,991 | $2.0M |
| Man Group plc | 0.01% | Add +129.9% | 52,838 | $2.0M |
| M&T Bank Corp | 0.01% | Add +5.8% | 52,488 | $2.0M |
| Glenmede Trust Co. NA | 0.01% | Add +1.6% | 51,881 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -7.2% | 51,075 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -2.5% | 50,974 | $2.0M |
| Weaver C. Barksdale & Associates, Inc. | 1.76% | Reduce -3.7% | 50,742 | $2.0M |
| Shelton Capital Management | 0.05% | Reduce -0.5% | 50,103 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +232.1% | 49,719 | $1.9M |
| Schroder Investment Management Group | 0.00% | Add +16.6% | 49,511 | $1.9M |
| Eastern Bank | 0.03% | New | 49,280 | $1.9M |
| CenterBook Partners LP | 0.12% | Add +14.0% | 48,886 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 48,800 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.0% | 48,660 | $1.9M |
| Brevan Howard Capital Management LP | 0.09% | New | 47,378 | $1.8M |
| Mariner, LLC | 0.00% | Add +4.8% | 47,337 | $1.8M |
| Bridgewater Advisors Inc. | 0.19% | Reduce -0.0% | 47,342 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.0% | 47,087 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +15.7% | 46,753 | $1.8M |
| Krilogy Financial LLC | 0.12% | Add +15.3% | 46,692 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -10.8% | 45,969 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.9% | 45,058 | $1.7M |
| First Personal Financial Services | 0.37% | Reduce -0.3% | 44,865 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Add +24.3% | 44,579 | $1.7M |
| APG Asset Management N.V. | 0.01% | Reduce -95.3% | 48,451 | $1.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -12.9% | 43,349 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -9.9% | 43,227 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +5.5% | 42,978 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -7.4% | 42,703 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.6% | 41,261 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 41,698 | $1.6M |
| Tredje AP-fonden | 0.01% | No change | 40,820 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.13% | Reduce -2.0% | 40,694 | $1.6M |
| Secure Asset Management, LLC | 0.26% | Add +5.6% | 40,412 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.9% | 40,009 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.2% | 39,949 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.3% | 39,777 | $1.5M |
| Xponance LLC | 0.01% | Add +0.2% | 39,148 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Add +286.5% | 38,373 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 38,296 | $1.5M |
| Tudor Investment Corporation | 0.02% | New | 38,179 | $1.5M |
| Credit Agricole S A | 0.01% | Add +2.4% | 36,938 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.5% | 36,217 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +17.3% | 36,201 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +6.2% | 35,562 | $1.4M |
| USS Investment Management Ltd | 0.01% | No change | 34,900 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | No change | 34,080 | $1.3M |
| Addison Capital Co | 0.52% | Reduce -2.8% | 33,649 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -43.0% | 33,340 | $1.3M |
| XTX Topco Ltd | 0.09% | Add +12.6% | 33,247 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -9.9% | 32,917 | $1.3M |
| Oak Thistle LLC | 0.41% | New | 32,722 | $1.3M |
| Ossiam | 0.02% | Reduce -29.4% | 32,033 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | New | 31,900 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.8% | 31,638 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Reduce -5.4% | 31,509 | $1.2M |
| TFG Advisers LLC | 0.43% | Reduce -4.9% | 30,983 | $1.2M |
| Aigen Investment Management, LP | 0.23% | New | 30,035 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +294.6% | 29,835 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +7.3% | 29,256 | $1.1M |
| Versor Investments LP | 0.18% | Add +22.7% | 28,679 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 28,499 | $1.1M |
| Jmac Enterprises LLC | 0.17% | Add +0.5% | 28,314 | $1.1M |
| Philadelphia Trust Co. | 0.08% | No change | 27,630 | $1.1M |
| Lee Financial Co | 0.15% | Add +38.1% | 27,591 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.5% | 27,413 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.9% | 26,847 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -2.8% | 26,480 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.26% | Reduce -4.6% | 26,459 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 26,435 | $1.0M |
| apricus wealth, LLC | 0.67% | No change | 26,262 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Add +39.8% | 26,101 | $1.0M |
| Blackhill Capital Inc. | 0.06% | No change | 26,041 | $1.0M |
| Godshalk Welsh Capital Management, Inc. | 0.63% | Reduce -0.5% | 25,911 | $999K |
| Continuum Advisory, LLC | 0.13% | No change | 26,032 | $996K |
| Haverford Trust Co | 0.01% | Reduce -22.3% | 25,573 | $986K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +13.4% | 25,172 | $971K |
| Sanctuary Advisors, LLC | 0.01% | Add +39.5% | 24,359 | $963K |
| Moors & Cabot, Inc. | 0.05% | Add +13.1% | 24,780 | $956K |
| Blair William & Co. | 0.00% | Reduce -3.9% | 24,367 | $940K |
| Community Bank, N.A. | 0.12% | Reduce -3.3% | 24,034 | $927K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.8% | 23,923 | $923K |
| Axxcess Wealth Management, LLC | 0.02% | Add +0.0% | 23,629 | $911K |
| Prudential Financial Inc. | 0.00% | Add +5.0% | 23,598 | $910K |
| Key Financial Inc | 0.20% | Add +0.2% | 23,597 | $910K |
| Panagora Asset Management Inc. | 0.00% | No change | 23,229 | $896K |
| Intech Investment Management LLC | 0.01% | Reduce -49.5% | 23,201 | $895K |
| Carnegie Investment Counsel | 0.03% | Reduce -1.0% | 23,016 | $888K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -1.1% | 22,905 | $883K |
| Cullen Capital Management, LLC | 0.01% | Add +1.0% | 22,466 | $867K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -0.8% | 21,235 | $819K |
| Aspire Private Capital, LLC | 0.19% | No change | 21,176 | $817K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.3% | 21,127 | $815K |
| Point72 (DIFC) Ltd | 0.06% | New | 21,048 | $812K |
| Vestcor Inc | 0.02% | Add +74.5% | 20,239 | $781K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -3.8% | 20,077 | $774K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -44.6% | 19,902 | $767K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +0.1% | 19,881 | $767K |
| Focus Partners Wealth | 0.00% | Add +184.2% | 19,632 | $757K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 19,578 | $755K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -27.3% | 19,544 | $754K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.9% | 19,447 | $750K |
| Qsemble Capital Management, LP | 0.14% | New | 19,400 | $748K |
| Prelude Capital Management, LLC | 0.06% | New | 19,230 | $742K |
| Rothschild Investment LLC | 0.05% | Reduce -8.5% | 19,210 | $741K |
| Provenance Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 19,025 | $734K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 18,975 | $732K |
| ELCO Management Co., LLC | 0.39% | Add +0.8% | 18,502 | $714K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.2% | 18,466 | $712K |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 18,235 | $703K |
| Spirit of America Management Corp. | 0.14% | Add +12.5% | 18,000 | $694K |
| Captrust Financial Advisors | 0.00% | Add +43.3% | 17,981 | $694K |
| Belpointe Asset Management LLC | 0.04% | Add +0.1% | 17,953 | $692K |
| KBC Group NV | 0.00% | Reduce -5.9% | 17,948 | $692K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $666K |
| First Pacific Financial | 0.15% | Add +4.6% | 16,902 | $652K |
| Peoples Bank | 0.43% | Reduce -1.2% | 16,589 | $640K |
| United Services Automobile Association | 0.02% | Reduce -17.0% | 16,409 | $633K |
| Choreo, LLC | 0.01% | Add +6.4% | 16,441 | $630K |
| AlphaQuest LLC | 0.06% | New | 16,334 | $630K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +79.7% | 16,229 | $626K |
| US Bancorp \de | 0.00% | Add +0.1% | 16,159 | $623K |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | New | 16,089 | $621K |
| First National Corp. /Ma/ | 0.14% | Reduce -81.5% | 15,915 | $614K |
| D.A. Davidson & Co. | 0.01% | Add +2.8% | 15,713 | $606K |
| Mitchell Sinkler & Starr | 0.15% | Add +1.9% | 15,518 | $599K |
| Loudon Investment Management, LLC | 0.33% | No change | 15,463 | $596K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -15.1% | 15,350 | $592K |
| Keybank National Association | 0.00% | Reduce -1.3% | 15,155 | $585K |
| Cibc World Markets Corp. | 0.00% | Add +8.1% | 15,142 | $584K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.30% | No change | 15,000 | $579K |
| Blossom Wealth Management | 1.15% | Add +3.3% | 14,780 | $570K |
| Resurgent Financial Advisors LLC | 0.33% | No change | 14,413 | $556K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 14,412 | $556K |
| AE Wealth Management LLC | 0.01% | Reduce -1.5% | 14,245 | $549K |
| CIBC Asset Management Inc | 0.00% | Add +1.8% | 14,243 | $549K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -3.3% | 14,191 | $547K |
| Rowlandmiller & Partners.adv | 0.11% | No change | 14,172 | $547K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -1.1% | 14,095 | $544K |
| QRG Capital Management, Inc. | 0.01% | Add +16.7% | 14,001 | $540K |
| Clean Yield Group | 0.17% | No change | 13,520 | $521K |
| Tradewinds Capital Management, LLC | 0.14% | Add +0.0% | 13,407 | $517K |
| Quaker Wealth Management, LLC | 0.19% | — | 13,299 | $513K |
| Cresset Asset Management, LLC | 0.00% | Add +9.1% | 13,286 | $512K |
| M&G PLC | 0.00% | No change | 13,025 | $508K |
| Paloma Partners Management Co | 0.03% | New | 12,949 | $499K |
| Ingalls & Snyder LLC | 0.02% | Reduce -3.4% | 12,888 | $497K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,828 | $495K |
| Bank of Nova Scotia | 0.00% | Add +3.7% | 12,591 | $486K |
| Capstone Investment Advisors, LLC | 0.02% | New | 12,404 | $478K |
| Quantinno Capital Management LP | 0.01% | Add +19.9% | 12,156 | $469K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.3% | 12,014 | $463K |
| Ieq Capital, LLC | 0.01% | Add +0.8% | 12,010 | $463K |
| Cwm, LLC | 0.00% | Add +13.2% | 11,995 | $463K |
| Farmers Trust Co. | 0.09% | Add +1.1% | 11,970 | $462K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +13.4% | 11,832 | $456K |
| Pullen Investment Management, LLC | 0.33% | Reduce -0.3% | 11,808 | $455K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | New | 11,686 | $451K |
| Boothbay Fund Management, LLC | 0.01% | New | 11,467 | $442K |
| Metis Global Partners, LLC | 0.01% | Reduce -4.2% | 11,350 | $438K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +7.1% | 11,145 | $430K |
| Meeder Advisory Services, Inc. | 0.03% | Add +9.5% | 11,124 | $429K |
| SS&H Financial Advisors, Inc. | 0.16% | No change | 11,074 | $427K |
| EagleClaw Capital Managment, LLC | 0.07% | Add +15.7% | 11,052 | $426K |
| Code Waechter LLC | 0.40% | — | 10,968 | $423K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.0% | 10,963 | $423K |
| Raymond James Trust N.A. | 0.01% | Add +3.6% | 10,960 | $423K |
| Fiduciary Trust Co | 0.01% | Reduce -5.4% | 10,927 | $421K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.1% | 10,876 | $419K |
| Bernardo Wealth Planning LLC | 0.10% | Reduce -49.2% | 10,448 | $419K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 9,026 | $413K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.5% | 10,471 | $404K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.8% | 10,411 | $402K |
| Procyon Advisors, LLC | 0.03% | No change | 10,405 | $401K |
| Longfellow Investment Management Co. LLC | 0.10% | Add +0.6% | 10,393 | $401K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.1% | 10,377 | $400K |
| Centiva Capital, LP | 0.02% | New | 10,359 | $400K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.15% | No change | 10,306 | $398K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.2% | 10,302 | $397K |
| HB Wealth Management, LLC | 0.00% | Add +3.4% | 10,063 | $388K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -4.2% | 9,962 | $384K |
| First Affirmative Financial Network | 0.20% | Add +13.1% | 9,643 | $372K |
| Sterling Capital Management LLC | 0.00% | — | 9,600 | $370K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.0% | 9,583 | $370K |
| Compound Planning, Inc. | 0.02% | Add +6.3% | 9,400 | $363K |
| Mediolanum International Funds Ltd | 0.01% | Add +62.6% | 9,414 | $361K |
| Manchester Capital Management LLC | 0.04% | Add +0.0% | 9,270 | $358K |
| Gitterman Wealth Management, LLC | 0.15% | Add +3.9% | 9,223 | $356K |
| Marcum Wealth, LLC | 0.03% | Reduce -0.9% | 9,133 | $352K |
| Signaturefd, LLC | 0.01% | Add +1.9% | 9,124 | $352K |
| Welch & Forbes LLC | 0.00% | Add +18.0% | 9,119 | $352K |
| Mendel Money Management | 0.15% | Add +0.1% | 9,040 | $349K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 8,926 | $344K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 8,907 | $344K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +3.4% | 8,762 | $338K |
| Caprock Group, LLC | 0.01% | Reduce -0.5% | 8,743 | $337K |
| Investment Management Corp of Ontario | 0.01% | Add +48.1% | 8,621 | $333K |
| Apella Capital, LLC | 0.01% | Add +0.9% | 8,580 | $332K |
| GSG Advisors LLC | 0.11% | Add +0.7% | 8,628 | $331K |
| W.H. Cornerstone Investments Inc. | 0.21% | Reduce -21.6% | 8,246 | $318K |
| Sigma Planning Corp | 0.01% | Add +0.7% | 8,150 | $314K |
| O'Brien Greene & Co. Inc | 0.10% | Reduce -27.0% | 8,114 | $313K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +710.0% | 8,100 | $312K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.4% | 8,032 | $310K |
| First Trust Direct Indexing L.P. | 0.02% | Add +4.4% | 8,024 | $309K |
| Lindenwold Advisors, INC | 0.15% | Add +4.8% | 7,930 | $306K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.0% | 7,908 | $305K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,844 | $303K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +1.3% | 7,839 | $302K |
| Chicago Partners Investment Group LLC | 0.01% | New | 7,496 | $302K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -5.7% | 7,770 | $300K |
| MQS Management LLC | 0.17% | New | 7,683 | $296K |
| Gateway Investment Advisers LLC | 0.00% | Add +5.3% | 7,674 | $296K |
| Quadrant Capital Group LLC | 0.02% | Reduce -5.9% | 7,663 | $296K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.7% | 7,630 | $294K |
| Inspire Investing, LLC | 0.03% | New | 7,590 | $293K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -12.6% | 7,545 | $291K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -5.6% | 7,536 | $291K |
| Equitable Holdings, Inc. | 0.00% | Add +37.2% | 7,483 | $289K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -6.3% | 7,392 | $285K |
| Seeds Investor LLC | 0.11% | Add +15.1% | 7,371 | $284K |
| Greenleaf Trust | 0.00% | Reduce -3.4% | 7,359 | $284K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $282K |
| Petrus Trust Company, LTA | 0.03% | New | 7,239 | $279K |
| Providence Wealth Advisors, LLC | 0.20% | No change | 6,835 | $276K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 7,103 | $274K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.4% | 7,028 | $271K |
| UniSuper Management Pty Ltd | 0.00% | No change | 6,900 | $266K |
| Commerce Bank | 0.00% | Add +13.3% | 6,865 | $265K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | No change | 6,835 | $264K |
| Tower Wealth Partners, Inc. | 0.15% | Add +1.6% | 6,829 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -1.4% | 6,800 | $262K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,790 | $262K |
| Kennedy Investment Group, Inc. | 0.12% | Reduce -4.7% | 6,738 | $260K |
| Ascent Group, LLC | 0.02% | No change | 6,658 | $257K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 6,470 | $250K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.3% | 6,315 | $243K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $241K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 6,250 | $241K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.0% | 6,240 | $240K |
| Moneco Advisors, LLC | 0.03% | No change | 6,188 | $239K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -3.3% | 6,187 | $239K |
| Diversified, LLC | 0.03% | Reduce -43.0% | 6,174 | $238K |
| Diversified Enterprises, LLC | 0.03% | — | 6,174 | $238K |
| Prio Wealth Limited Partnership | 0.01% | No change | 6,174 | $238K |
| Florida Trust Wealth Management Co | 0.01% | No change | 6,157 | $237K |
| Ballentine Partners, LLC | 0.00% | New | 6,124 | $236K |
| Machina Capital S.A.S. | 0.09% | New | 6,087 | $235K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -2.2% | 6,053 | $233K |
| Charter Research & Investment Group, Inc. | 0.17% | No change | 5,930 | $229K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.5% | 5,898 | $227K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -6.4% | 5,805 | $224K |
| Schrum Private Wealth Management LLC | 0.11% | New | 5,750 | $222K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 5,688 | $219K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,688 | $219K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -9.9% | 5,606 | $216K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 5,535 | $213K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.7% | 5,516 | $213K |
| Fisher Asset Management | 0.00% | New | 5,496 | $212K |
| Glenview Trust Co | 0.00% | No change | 5,392 | $208K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 5,350 | $206K |
| Fortem Financial Group, LLC | 0.08% | New | 5,347 | $206K |
| Huntington National Bank | 0.00% | No change | 5,339 | $206K |
| Bar Harbor Wealth Management | 0.01% | New | 5,322 | $205K |
| Private Trust Co. NA | 0.02% | No change | 5,318 | $205K |
| Townsquare Capital LLC | 0.00% | New | 5,302 | $204K |
| Capital Market Strategies LLC | 0.12% | New | 5,300 | $204K |
| Ledgewood Wealth Advisors, LLC | 0.14% | New | 5,206 | $201K |
| Argent Trust Co | 0.01% | Reduce -19.3% | 5,200 | $201K |
| EWG Elevate Inc. | 0.08% | New | 5,187 | $200K |
| SG Americas Securities, LLC | 0.00% | Reduce -18.9% | 4,999 | $193K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,855 | $187K |
| Assetmark, Inc. | 0.00% | New | 4,843 | $187K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -4.6% | 4,738 | $183K |
| Rakuten Investment Management, Inc. | 0.00% | Add +33.0% | 4,754 | $183K |
| GAMMA Investing LLC | 0.02% | Reduce -13.9% | 4,614 | $178K |
| Cetera Trust Company, N.A | 0.11% | Add +12.6% | 4,465 | $172K |
| Principal Securities, Inc. | 0.00% | Reduce -3.1% | 4,388 | $169K |
| Fifth Third Bancorp | 0.00% | Add +3.5% | 4,143 | $160K |
| Blume Capital Management, Inc. | 0.04% | Reduce -20.3% | 4,030 | $155K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 3,919 | $151K |
| Quarry LP | 0.05% | New | 3,882 | $150K |
| CI Investments Inc. | 0.00% | Add +9.0% | 3,775 | $146K |
| Whittier Trust Co. | 0.00% | No change | 3,755 | $145K |
| Aster Capital Management (DIFC) Ltd | 0.03% | — | 3,638 | $140K |
| V-Square Quantitative Management LLC | 0.02% | Add +10.6% | 3,477 | $134K |
| Natixis Investment Managers International | 0.01% | Reduce -15.5% | 3,409 | $131K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $121K |
| Spire Wealth Management | 0.00% | No change | 3,075 | $119K |
| Trust Co. of Vermont | 0.01% | No change | 3,020 | $116K |
| Parallel Advisors, LLC | 0.00% | Add +27.6% | 2,964 | $114K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,930 | $113K |
| Allworth Financial LP | 0.00% | Add +6.6% | 2,922 | $113K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +0.6% | 2,771 | $108K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,735 | $105K |
| Shell Asset Management Co. | 0.00% | — | 2,703 | $104K |
| NewEdge Advisors, LLC | 0.00% | Reduce -27.6% | 2,627 | $101K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 2,579 | $99K |
| International Assets Investment Management, LLC | 0.01% | New | 2,545 | $98K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,538 | $98K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,531 | $98K |
| Colonial Trust Co / SC | 0.01% | No change | 2,345 | $90K |
| Kepos Capital LP | 0.04% | Reduce -3.9% | 2,268 | $87K |
| Citizens National Bank Trust Department | 0.02% | Reduce -12.2% | 2,150 | $83K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -51.9% | 2,126 | $82K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.2% | 2,126 | $82K |
| Alpine Bank Wealth Management | 0.01% | — | 2,082 | $80K |
| Colonial Trust Advisors | 0.01% | No change | 2,042 | $79K |
| CoreCap Advisors, LLC | 0.00% | Add +95.0% | 2,005 | $77K |
| Tower View Wealth Management LLC | 0.04% | Add +0.6% | 1,976 | $76K |
| UMB Bank, n.a. | 0.00% | Add +991.1% | 1,964 | $76K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.2% | 1,907 | $74K |
| Flputnam Investment Management Co. | 0.00% | Reduce -43.0% | 840 | $71K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,766 | $68K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $65K |
| Coastline Trust Co | 0.01% | New | 1,693 | $65K |
| Tompkins Financial Corp. | 0.01% | Add +21.7% | 1,685 | $65K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 1,626 | $63K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,600 | $62K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +166.7% | 1,600 | $62K |
| Asset Dedication, LLC | 0.00% | No change | 1,541 | $59K |
| Clearstead Trust, LLC | 0.01% | No change | 1,500 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -69.1% | 1,433 | $55K |
| Smartleaf Asset Management LLC | 0.01% | Add +172.1% | 1,382 | $53K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | New | 1,299 | $50K |
| Peoples Financial Services Corp. | 0.02% | No change | 1,250 | $48K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,215 | $47K |
| Bfsg, LLC | 0.01% | Add +157.0% | 1,190 | $46K |
| Riverview Trust Co | 0.04% | Add +2.1% | 1,178 | $45K |
| Blue Trust, Inc. | 0.00% | Add +4.2% | 1,199 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Add +81.2% | 1,149 | $44K |
| Truvestments Capital LLC | 0.01% | New | 1,093 | $42K |
| National Bank of Canada | 0.00% | Reduce -52.0% | 1,062 | $41K |
| Quent Capital, LLC | 0.00% | No change | 1,030 | $40K |
| Voisard Asset Management Group, Inc. | 0.02% | Add +2.0% | 1,020 | $39K |
| Motco | 0.00% | No change | 969 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.2% | 952 | $36K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.8% | 922 | $36K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $35K |
| Pathway Financial Advisers, LLC | 0.01% | Add +4309.4% | 1,255,483 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 825 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -16.3% | 818 | $32K |
| Addison Advisors LLC | 0.01% | No change | 813 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.9% | 814 | $31K |
| Bessemer Group Inc. | 0.00% | Add +91.0% | 787 | $31K |
| First Community Trust NA | 0.03% | No change | 802 | $31K |
| NBT Bank, N.A. | 0.00% | New | 800 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Add +61.4% | 773 | $30K |
| MCF Advisors LLC | 0.00% | No change | 753 | $29K |
| Bank of New Hampshire | 0.01% | Reduce -76.9% | 750 | $29K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $29K |
| Darwin Wealth Management, LLC | 0.01% | New | 733 | $28K |
| DT Investment Partners, LLC | 0.00% | Add +26.9% | 716 | $28K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 712 | $27K |
| Princeton Global Asset Management LLC | 0.01% | No change | 705 | $27K |
| Brooklyn Investment Group | 0.01% | New | 672 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $26K |
| Friedenthal Financial | 0.01% | New | 655 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | Add +39.3% | 652 | $25K |
| First PREMIER Bank | 0.01% | No change | 650 | $25K |
| IFP Advisors, Inc | 0.00% | Add +17.9% | 631 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 625 | $24K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 625 | $24K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.8% | 599 | $23K |
| Bangor Savings Bank | 0.00% | Add +0.9% | 569 | $22K |
| Parkside Financial Bank & Trust | 0.00% | No change | 566 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $22K |
| Delta Asset Management LLC | 0.00% | Reduce -41.7% | 560 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 518 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| Arrow Financial Corp | 0.00% | Reduce -39.9% | 500 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1.0% | 499 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 498 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +14.2% | 484 | $19K |
| Banque Cantonale Vaudoise | 0.00% | No change | 476 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.2% | 445 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 423 | $16K |
| GeoWealth Management, LLC | 0.00% | New | 422 | $16K |
| Millburn Ridgefield LLC | 0.00% | Reduce -2.6% | 406 | $16K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -2.6% | 406 | $16K |
| City State Bank | 0.01% | No change | 380 | $15K |
| Robbins Farley | 0.01% | No change | 375 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 374 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 380 | $14K |
| Castleview Partners, LLC | 0.01% | Add +39.7% | 352 | $14K |
| Concord Wealth Partners | 0.00% | Add +0.6% | 349 | $13K |
| New Millennium Group LLC | 0.01% | Add +0.9% | 341 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.4% | 338 | $13K |
| Earned Wealth Advisors, LLC | 0.00% | New | 327 | $13K |
| Hilltop National Bank | 0.00% | No change | 325 | $13K |
| Covestor Ltd | 0.01% | Reduce -3.1% | 308 | $12K |
| CNB Bank | 0.01% | No change | 300 | $12K |
| Archer Investment Corp | 0.00% | Add +0.7% | 296 | $11K |
| Financial Connections Group, Inc. | 0.01% | No change | 300 | $11K |
| Avior Wealth Management, LLC | 0.00% | Reduce -81.7% | 265 | $10K |
| Transcendent Capital Group LLC | 0.00% | Add +1418.8% | 243 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +0.4% | 243 | $9K |
| Leonteq Securities AG | 0.00% | New | 225 | $9K |
| Hemington Wealth Management | 0.00% | New | 214 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $8K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 184 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 180 | $7K |
| Bokf, NA | 0.00% | New | 177 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 174 | $7K |
| NFSG Corp | 0.00% | Add +538.5% | 166 | $6K |
| Sandy Spring Bank | 0.00% | No change | 164 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| LGT Financial Advisors LLC | 0.01% | No change | 155 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -24.2% | 150 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 142 | $5K |
| SWAN Capital LLC | 0.00% | No change | 125 | $5K |
| Byrne Asset Management LLC | 0.00% | New | 110 | $4K |
| Citadel Advisors | 0.00% | Reduce -100.0% | 102 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $4K |
| Sachetta, LLC | 0.00% | No change | 98 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | New | 84 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -38.7% | 76 | $3K |
| Ridgewood Investments LLC | 0.00% | No change | 63 | $2K |
| Beacon Capital Management, LLC | 0.00% | New | 60 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 50 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 46 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 37 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +6.3% | 34 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | New | 33 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +11.1% | 30 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -83.5% | 27 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -64.0% | 18 | $694 |
| True Wealth Design, LLC | 0.00% | Add +25.0% | 15 | $579 |
| Larson Financial Group LLC | 0.00% | Add +160.0% | 13 | $501 |
| MV Capital Management, Inc. | 0.00% | No change | 12 | $463 |
| Cedar Mountain Advisors, LLC | 0.00% | Add +11.1% | 10 | $380 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 9 | $347 |
| Rakuten Securities, Inc. | 0.00% | Reduce -33.3% | 2 | $77 |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.