Essential UtilitiesWTRG
13F holders, Q4 2024 (December 31)622holders −7
43new positions
64sold out
5famous investors
$36.30avg. 13F price*
At the end of Q4 2024, 622 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, down 7 from Q3 2024. 43 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Canada Pension Plan Investment Board ($786.7M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $78.8M |
| Exits | 64 | $75.6M |
All 13F filers, Q3 2024 → Q4 2024: 16,398,080 shares bought and 10,996,308 shares sold, net +5,401,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 622 holders
| BlackRock, Inc. | 0.02% | Add +5.9% | 32,999,066 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +8.1% | 30,061,135 | $1.1B |
| Canada Pension Plan Investment Board | 0.75% | No change | 21,661,095 | $786.7M |
| State Street Corp. | 0.02% | Add +4.5% | 13,022,430 | $473.0M |
| Nordea Investment Management AB | 0.26% | Add +16.7% | 6,811,851 | $247.1M |
| Amundi | 0.09% | Reduce -13.1% | 6,802,951 | $244.6M |
| Pictet Asset Management Holding SA | 0.26% | Add +31.1% | 6,726,215 | $244.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 4,317,312 | $156.5M |
| Invesco Ltd. | 0.02% | Add +6.8% | 3,690,116 | $134.0M |
| Northern Trust Corp. | 0.02% | Add +22.0% | 3,331,090 | $121.0M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 3,256,486 | $118.3M |
| First Trust Advisors LP | 0.10% | Reduce -0.1% | 3,241,389 | $117.7M |
| Legal & General Group Plc | 0.03% | Reduce -0.6% | 3,215,695 | $116.8M |
| Norges Bank | 0.01% | Add +2.7% | 2,824,903 | $102.6M |
| Bank of New York Mellon Corp | 0.02% | Add +6.9% | 2,731,011 | $99.2M |
| Macquarie Group Ltd. | 0.11% | Reduce -4.9% | 2,486,280 | $90.3M |
| Duff & Phelps Investment Management Co. | 1.05% | Reduce -4.8% | 2,410,529 | $87.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +8.9% | 2,346,671 | $85.2M |
| Boston Trust Walden Corp | 0.54% | Add +8.4% | 2,126,907 | $77.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.7% | 2,071,868 | $75.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.32% | Add +42.6% | 2,043,011 | $74.2M |
| Tandem Investment Advisors, Inc. | 2.79% | Reduce -0.4% | 2,026,707 | $73.6M |
| Allianz Asset Management GmbH | 0.10% | Add +51.3% | 1,935,818 | $70.3M |
| FIL Ltd | 0.06% | Reduce -3.7% | 1,888,737 | $68.6M |
| Empower Advisory Group, LLC | 0.20% | Add +4.7% | 1,660,038 | $60.3M |
| FMR LLC | 0.00% | Reduce -39.5% | 1,621,203 | $58.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.8% | 1,601,633 | $58.2M |
| Ensign Peak Advisors, Inc | 0.10% | Add +74.6% | 1,593,053 | $57.9M |
| UBS Group AG | 0.01% | Add +87.7% | 1,484,797 | $53.9M |
| Cohen & Steers, Inc. | 0.10% | New | 1,441,490 | $52.4M |
| Epoch Investment Partners, Inc. | 0.21% | Add +2.8% | 1,196,946 | $43.5M |
| California Public Employees Retirement System | 0.03% | Reduce -2.6% | 1,047,706 | $38.1M |
| Franklin Resources Inc. | 0.01% | Add +4.9% | 1,046,443 | $38.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.47% | Reduce -6.1% | 984,643 | $35.8M |
| California State Teachers Retirement System | 0.04% | Add +12.4% | 953,574 | $34.6M |
| ProShare Advisors LLC | 0.07% | Add +8.5% | 873,797 | $31.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -3.1% | 802,660 | $29.2M |
| Rhumbline Advisers | 0.03% | Reduce -4.8% | 800,784 | $29.1M |
| Bank of America Corp. | 0.00% | Reduce -26.7% | 747,537 | $27.2M |
| Swiss National Bank | 0.02% | Reduce -4.5% | 734,500 | $26.7M |
| GW&K Investment Management, LLC | 0.22% | Reduce -3.3% | 725,797 | $26.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.5% | 725,481 | $26.3M |
| Aviva PLC | 0.07% | Reduce -1.8% | 715,212 | $26.0M |
| Deutsche Bank AG | 0.01% | Reduce -15.1% | 702,130 | $25.5M |
| Energy Income Partners, LLC | 0.52% | Reduce -6.9% | 695,863 | $25.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.9% | 595,235 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.0% | 582,189 | $21.1M |
| Wells Fargo & Company | 0.01% | Add +7.3% | 565,983 | $20.6M |
| Raiffeisen Bank International AG | 0.31% | — | 564,212 | $20.4M |
| Gabelli Funds LLC | 0.15% | No change | 551,350 | $20.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.3% | 543,404 | $19.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.6% | 507,010 | $18.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -0.1% | 479,238 | $17.4M |
| Barclays PLC | 0.01% | Add +25.8% | 442,767 | $16.1M |
| Thematics Asset Management | 0.70% | No change | 442,726 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.1% | 423,864 | $15.4M |
| Verition Fund Management LLC | 0.08% | Add +69.5% | 402,171 | $14.6M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -16.6% | 396,797 | $14.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +2.5% | 391,670 | $14.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 389,087 | $14.1M |
| Deprince Race & Zollo Inc. | 0.27% | Reduce -0.2% | 368,579 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.4% | 360,398 | $13.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +233.5% | 353,672 | $12.8M |
| Retirement Systems of Alabama | 0.05% | Add +0.4% | 351,291 | $12.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $12.7M |
| Candriam S.C.A. | 0.07% | Reduce -2.5% | 348,481 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.5% | 343,356 | $12.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +5.5% | 338,874 | $12.3M |
| Swedbank AB | 0.01% | Add +4.6% | 295,451 | $10.7M |
| LPL Financial LLC | 0.00% | Add +3.9% | 288,469 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +109.5% | 287,817 | $10.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -4.0% | 285,865 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.7% | 283,791 | $10.3M |
| John G Ullman & Associates Inc. | 1.51% | Add +33.0% | 282,050 | $10.2M |
| Cambiar Investors LLC | 0.39% | Reduce -12.2% | 268,353 | $9.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 268,303 | $9.7M |
| Point72 Asset Management | 0.03% | Reduce -67.7% | 258,013 | $9.4M |
| AQR Capital Management | 0.01% | Reduce -19.1% | 246,582 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 241,041 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +31.3% | 240,233 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -2.2% | 239,601 | $8.7M |
| Greenland Capital Management LP | 1.68% | Add +15.7% | 228,920 | $8.3M |
| KLP Kapitalforvaltning As | 0.04% | — | 224,200 | $8.1M |
| Maryland State Retirement & Pension System | 0.17% | Reduce -1.8% | 222,769 | $8.1M |
| Danske Bank A/S | 0.02% | Add +6.2% | 219,006 | $8.0M |
| APG Asset Management N.V. | 0.02% | Add +353.9% | 219,910 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 208,710 | $7.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 206,805 | $7.5M |
| Magellan Asset Management Ltd | 0.08% | Reduce -15.3% | 205,156 | $7.5M |
| Raymond James Financial Inc. | 0.00% | — | 203,264 | $7.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.77% | Add +0.9% | 201,926 | $7.3M |
| NFJ Investment Group, LLC | 0.22% | Reduce -5.4% | 191,051 | $6.9M |
| Abn Amro Investment Solutions | 0.13% | Add +10.5% | 189,373 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.5% | 187,062 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 181,905 | $6.6M |
| Storebrand Asset Management As | 0.02% | Reduce -0.2% | 181,357 | $6.6M |
| First Manhattan Co. Llc. | 0.02% | Reduce -2.0% | 179,893 | $6.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce 0.0% | 179,341 | $6.5M |
| TD Asset Management Inc | 0.01% | Add +9.9% | 176,518 | $6.4M |
| Gotham Asset Management | 0.06% | Reduce -8.3% | 175,920 | $6.4M |
| Hennessy Advisors Inc. | 0.19% | Add +2.8% | 175,500 | $6.4M |
| Aberdeen Group plc | 0.01% | Add +76.4% | 175,721 | $6.3M |
| Allworth Financial LP | 0.03% | Add +6305.9% | 187,180 | $6.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.6% | 173,164 | $6.3M |
| Sei Investments Co. | 0.01% | Add +163.2% | 172,156 | $6.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 166,608 | $6.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -14.5% | 165,942 | $6.0M |
| Wills Financial Group, Inc. | 2.46% | Reduce -2.6% | 156,788 | $5.7M |
| Synergy Asset Management, LLC | 0.43% | Add +92.8% | 148,009 | $5.5M |
| Bank of Montreal | 0.00% | Reduce -75.0% | 151,246 | $5.5M |
| Van Eck Associates Corp. | 0.01% | Add +108.2% | 150,332 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | No change | 146,683 | $5.3M |
| BNP Paribas Financial Markets | 0.00% | New | 145,037 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +6.8% | 143,452 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Add +9.4% | 142,401 | $5.2M |
| AXA S.A. | 0.02% | Reduce -16.2% | 140,471 | $5.1M |
| Natixis | 0.03% | Reduce -24.0% | 134,839 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -1.9% | 133,455 | $4.8M |
| Hamilton Point Investment Advisors, LLC | 0.86% | Add +1.4% | 131,271 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.7% | 127,707 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +112.3% | 126,590 | $4.6M |
| Holocene Advisors, LP | 0.01% | Reduce -35.2% | 125,048 | $4.5M |
| Assenagon Asset Management S.A. | 0.01% | Add +219.4% | 122,581 | $4.5M |
| American Century Companies Inc. | 0.00% | New | 121,561 | $4.4M |
| Amalgamated Bank | 0.04% | Add +0.5% | 120,674 | $4.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -16.7% | 120,467 | $4.4M |
| HSBC Holdings PLC | 0.00% | Reduce -28.3% | 119,246 | $4.3M |
| HM Payson & Co. | 0.07% | Reduce -0.4% | 115,629 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.6% | 110,723 | $4.0M |
| Schroder Investment Management Group | 0.00% | Add +121.4% | 109,618 | $4.0M |
| First National Bank & Trust Co. of Newtown | 0.82% | Reduce -6.9% | 108,392 | $3.9M |
| AMF Tjanstepension AB | 0.03% | Reduce -66.7% | 105,502 | $3.8M |
| Brown Advisory Inc. | 0.00% | Reduce -0.5% | 104,764 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Add +8.2% | 104,213 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Add +160.7% | 103,689 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 103,225 | $3.7M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 102,400 | $3.7M |
| Ostrum Asset Management | 0.32% | Reduce -3.5% | 101,621 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Add +4.0% | 101,573 | $3.7M |
| AdvisorNet Financial, Inc | 0.31% | Reduce -2.8% | 100,632 | $3.7M |
| Coston, McIsaac & Partners | 1.07% | Reduce -7.3% | 99,828 | $3.6M |
| Pinebridge Investments, L.P. | 0.03% | Add +42.7% | 99,440 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -26.5% | 94,832 | $3.4M |
| Costello Asset Management, INC | 2.26% | Reduce -7.1% | 94,200 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +38.9% | 92,228 | $3.4M |
| Asset Management One Co., Ltd. | 0.01% | No change | 90,957 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -3.3% | 91,009 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -0.9% | 90,967 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 90,605 | $3.3M |
| IFM Investors Pty Ltd | 0.03% | Reduce -3.7% | 89,834 | $3.3M |
| Comerica Bank | 0.01% | Reduce -3.0% | 87,730 | $3.2M |
| Prudential PLC | 0.02% | Reduce -21.4% | 87,640 | $3.2M |
| Korea Investment CORP | 0.01% | Add +34.2% | 87,029 | $3.2M |
| Toth Financial Advisory Corp. | 0.37% | Add +18.2% | 86,756 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 86,497 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -17.0% | 85,596 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 81,554 | $3.0M |
| Creative Planning | 0.00% | Add +1.9% | 81,302 | $3.0M |
| Citigroup Inc. | 0.00% | Add +5.3% | 80,459 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 78,017 | $2.8M |
| Benedict Financial Advisors Inc. | 0.69% | Add +1.2% | 77,700 | $2.8M |
| Texas Yale Capital Corp. | 0.11% | Add +0.8% | 76,963 | $2.8M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -2.3% | 76,853 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 75,514 | $2.7M |
| Magnetar Financial LLC | 0.07% | New | 74,894 | $2.7M |
| Kennedy Capital Management LLC | 0.06% | Reduce -0.8% | 73,525 | $2.7M |
| Rodgers Brothers Inc. | 0.34% | Add +34.6% | 71,913 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.1% | 71,819 | $2.6M |
| Alps Advisors Inc. | 0.02% | Add +17.4% | 71,269 | $2.6M |
| South Dakota Investment Council | 0.05% | No change | 71,006 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.4% | 70,100 | $2.5M |
| Forsta Ap-Fonden | 0.02% | Reduce -2.0% | 69,700 | $2.5M |
| Jacobi Capital Management LLC | 0.18% | Add +3.7% | 67,767 | $2.5M |
| State of Michigan Retirement System | 0.01% | Add +12.6% | 67,271 | $2.4M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 66,216 | $2.4M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -3.0% | 65,754 | $2.4M |
| DNB Asset Management AS | 0.01% | Add +5.2% | 65,386 | $2.4M |
| Trillium Asset Management, LLC | 0.06% | Reduce -4.8% | 64,679 | $2.3M |
| LBP Am SA | 0.03% | Add +2.9% | 64,233 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.1% | 63,630 | $2.3M |
| Arcadia Investment Management Corp. | 0.36% | Reduce -5.0% | 62,697 | $2.3M |
| Mariner, LLC | 0.00% | Add +31.2% | 62,117 | $2.3M |
| Alpine Woods Capital Investors, LLC | 0.43% | Reduce -30.4% | 62,108 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -3.9% | 60,948 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -56.2% | 59,825 | $2.2M |
| Coldstream Capital Management Inc. | 0.05% | Add +3.4% | 59,608 | $2.2M |
| BLB&B Advisors, LLC | 0.11% | Reduce -10.7% | 59,589 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +80.8% | 59,528 | $2.2M |
| Radnor Capital Management, LLC | 0.36% | Reduce -11.6% | 59,352 | $2.2M |
| RWC Asset Management LLP | 0.13% | New | 58,349 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +24.1% | 58,006 | $2.1M |
| Ethic Inc. | 0.04% | Reduce -0.4% | 57,973 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -3.4% | 57,514 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +6.7% | 56,560 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.5% | 56,150 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +1.3% | 55,507 | $2.0M |
| Toronto Dominion Bank | 0.00% | Reduce -2.8% | 53,999 | $2.0M |
| Phoenix Financial Ltd. | 0.03% | Reduce -10.3% | 51,922 | $1.9M |
| Resolution Capital Ltd | 0.03% | New | 51,557 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.8% | 51,374 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.5% | 50,304 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +3.1% | 50,150 | $1.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +14.8% | 49,777 | $1.8M |
| Shelton Capital Management | 0.04% | Reduce -0.8% | 49,711 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.72% | Reduce -2.4% | 49,508 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 48,800 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -6.0% | 48,773 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Add +5.0% | 46,797 | $1.7M |
| Krilogy Financial LLC | 0.11% | Reduce -1.6% | 45,969 | $1.7M |
| Secure Asset Management, LLC | 0.25% | Add +12.2% | 45,332 | $1.6M |
| Nomura Holdings Inc. | 0.01% | New | 45,283 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 44,772 | $1.6M |
| Bridgewater Advisors Inc. | 0.17% | Reduce -0.0% | 47,334 | $1.6M |
| Xponance LLC | 0.01% | Add +8.3% | 42,397 | $1.5M |
| Swiss Life Asset Management Ltd | 0.01% | Add +112.7% | 42,324 | $1.5M |
| Utah Retirement Systems | 0.02% | No change | 41,698 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.1% | 41,231 | $1.5M |
| Tredje AP-fonden | 0.01% | No change | 40,820 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -22.7% | 40,553 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -5.9% | 40,196 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -4.6% | 38,819 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 38,652 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -18.3% | 36,835 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.4% | 36,637 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -0.6% | 35,986 | $1.3M |
| Generali Asset Management SPA SGR | 0.03% | — | 35,531 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 36,557 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.8% | 35,549 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -14.2% | 35,386 | $1.3M |
| Credit Agricole S A | 0.00% | Reduce -4.2% | 35,378 | $1.3M |
| USS Investment Management Ltd | 0.01% | No change | 34,900 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -21.0% | 34,149 | $1.2M |
| Pathway Financial Advisers, LLC | 0.41% | Reduce -97.3% | 33,487 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.6% | 33,484 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.8% | 32,565 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.7% | 32,473 | $1.2M |
| Addison Capital Co | 0.46% | Reduce -4.6% | 32,088 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.7% | 31,868 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -8.9% | 30,380 | $1.1M |
| TFG Advisers LLC | 0.39% | Reduce -3.4% | 29,917 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +1009.4% | 29,144 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -7.9% | 29,031 | $1.1M |
| First National Corp. /Ma/ | 0.24% | Add +81.5% | 28,891 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.5% | 28,811 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.25% | Add +7.4% | 28,414 | $1.0M |
| Jmac Enterprises LLC | 0.16% | Add +0.1% | 28,357 | $1.0M |
| Philadelphia Trust Co. | 0.07% | No change | 27,630 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +52.7% | 27,451 | $997K |
| Engineers Gate Manager LP | 0.02% | Reduce -63.6% | 27,443 | $997K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.1% | 27,407 | $995K |
| Haverford Trust Co | 0.01% | Add +6.3% | 27,186 | $987K |
| Lee Financial Co | 0.14% | Reduce -1.6% | 27,156 | $986K |
| Aquatic Capital Management LLC | 0.03% | Reduce -15.1% | 27,078 | $983K |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 26,932 | $978K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 26,435 | $960K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +32.9% | 26,411 | $959K |
| apricus wealth, LLC | 0.62% | No change | 26,262 | $954K |
| Blackhill Capital Inc. | 0.05% | No change | 26,041 | $946K |
| Continuum Advisory, LLC | 0.12% | No change | 26,032 | $945K |
| Godshalk Welsh Capital Management, Inc. | 0.60% | Reduce -1.0% | 25,661 | $932K |
| Moors & Cabot, Inc. | 0.04% | Add +1.6% | 25,163 | $914K |
| CENTRAL TRUST Co | 0.02% | Reduce -4.8% | 24,851 | $903K |
| Blair William & Co. | 0.00% | Add +1.2% | 24,652 | $895K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.8% | 23,743 | $862K |
| Focus Partners Wealth | 0.00% | Add +20.5% | 23,653 | $859K |
| Praxis Investment Management Inc. | 0.06% | New | 23,640 | $859K |
| Key Financial Inc | 0.20% | Add +0.2% | 23,636 | $858K |
| Community Bank, N.A. | 0.11% | Reduce -1.7% | 23,624 | $858K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -7.1% | 23,388 | $849K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -1.4% | 23,302 | $846K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -61.9% | 22,980 | $835K |
| Prudential Financial Inc. | 0.00% | Reduce -9.0% | 21,483 | $823K |
| KBC Group NV | 0.00% | Add +24.0% | 22,255 | $809K |
| Vestcor Inc | 0.03% | Add +6.6% | 21,571 | $783K |
| Spirit of America Management Corp. | 0.16% | Add +19.4% | 21,500 | $781K |
| Carnegie Investment Counsel | 0.02% | Reduce -7.0% | 21,397 | $777K |
| Aspire Private Capital, LLC | 0.19% | No change | 21,176 | $769K |
| Blue Bell Private Wealth Management, LLC | 0.14% | Reduce -1.4% | 20,934 | $760K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.8% | 20,711 | $752K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -9.8% | 20,672 | $751K |
| Holos Integrated Wealth LLC | 0.51% | — | 20,455 | $743K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.4% | 20,841 | $739K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 21,027 | $736K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -2.4% | 19,596 | $711K |
| Rothschild Investment LLC | 0.05% | Add +1.6% | 19,527 | $709K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.1% | 19,460 | $707K |
| Quantinno Capital Management LP | 0.01% | Add +59.0% | 19,327 | $702K |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.3% | 17,895 | $698K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.8% | 19,192 | $697K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 19,099 | $694K |
| CenterBook Partners LP | 0.04% | Reduce -61.1% | 19,029 | $691K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 18,975 | $689K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.4% | 17,844 | $648K |
| Truist Financial Corp. | 0.00% | Reduce -3.3% | 17,643 | $641K |
| Brighton Jones LLC | 0.02% | New | 17,563 | $638K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $628K |
| Cullen Capital Management, LLC | 0.01% | Reduce -23.1% | 17,277 | $628K |
| First Pacific Financial | 0.14% | Reduce -0.1% | 16,879 | $613K |
| AE Wealth Management LLC | 0.01% | Add +16.6% | 16,613 | $603K |
| Peoples Bank | 0.41% | Reduce -0.9% | 16,446 | $597K |
| United Services Automobile Association | 0.02% | No change | 16,409 | $596K |
| Prelude Capital Management, LLC | 0.05% | Reduce -15.3% | 16,290 | $592K |
| Inceptionr LLC | 0.13% | New | 16,169 | $587K |
| Lombard Odier Asset Management (Switzerland) SA | 0.04% | No change | 16,089 | $584K |
| Wealthspire Advisors, LLC | 0.01% | Add +4.2% | 15,995 | $581K |
| Ossiam | 0.01% | Reduce -50.1% | 15,993 | $581K |
| Blossom Wealth Management | 1.11% | Add +7.2% | 15,850 | $576K |
| Loudon Investment Management, LLC | 0.32% | No change | 15,463 | $562K |
| Choreo, LLC | 0.01% | Reduce -7.8% | 15,155 | $550K |
| US Bancorp \de | 0.00% | Reduce -7.2% | 14,996 | $545K |
| Sterling Capital Management LLC | 0.01% | Add +55.5% | 14,924 | $542K |
| XTX Topco Ltd | 0.05% | Reduce -55.5% | 14,813 | $538K |
| Keybank National Association | 0.00% | Reduce -2.9% | 14,715 | $534K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +109.3% | 14,710 | $534K |
| Resurgent Financial Advisors LLC | 0.31% | No change | 14,413 | $523K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 14,412 | $523K |
| Mitchell Sinkler & Starr | 0.14% | Reduce -7.3% | 14,378 | $522K |
| Capital Market Strategies LLC | 0.30% | Add +166.0% | 14,100 | $512K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 14,095 | $512K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.2% | 14,066 | $511K |
| Millennium Management | 0.00% | Reduce -98.9% | 14,062 | $511K |
| Mediolanum International Funds Ltd | 0.01% | Add +48.9% | 14,013 | $506K |
| Rowlandmiller & Partners.adv | 0.11% | Reduce -2.1% | 13,872 | $504K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 13,864 | $504K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.8% | 13,855 | $503K |
| Atom Investors LP | 0.06% | Reduce -94.0% | 13,746 | $499K |
| Cwm, LLC | 0.00% | Add +14.3% | 13,712 | $498K |
| Red Door Wealth Management, LLC | 0.08% | New | 13,523 | $491K |
| Northcape Wealth Management, LLC | 0.16% | New | 13,451 | $489K |
| Tradewinds Capital Management, LLC | 0.13% | Add +0.0% | 13,408 | $487K |
| Clean Yield Group | 0.15% | Reduce -1.9% | 13,270 | $482K |
| Modera Wealth Management, LLC | 0.01% | Reduce -54.0% | 13,121 | $477K |
| Everett Harris & Co. | 0.01% | New | 13,000 | $472K |
| M&G PLC | 0.00% | No change | 13,025 | $469K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,828 | $466K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +13.6% | 12,661 | $460K |
| QRG Capital Management, Inc. | 0.00% | Reduce -10.7% | 12,510 | $454K |
| Ingalls & Snyder LLC | 0.02% | Reduce -3.3% | 12,463 | $453K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -13.3% | 12,302 | $447K |
| Agp Franklin, LLC | 0.27% | — | 12,119 | $440K |
| Ieq Capital, LLC | 0.00% | Add +0.6% | 12,081 | $439K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.7% | 11,933 | $433K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,832 | $430K |
| Cibc World Markets Corp. | 0.00% | Reduce -22.3% | 11,765 | $427K |
| Farmers Trust Co. | 0.08% | Reduce -2.7% | 11,652 | $423K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 11,622 | $422K |
| ELCO Management Co., LLC | 0.22% | Reduce -37.6% | 11,552 | $420K |
| Eastern Bank | 0.01% | Reduce -77.2% | 11,250 | $409K |
| SS&H Financial Advisors, Inc. | 0.15% | No change | 11,074 | $403K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 11,052 | $401K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.9% | 11,028 | $401K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 11,010 | $400K |
| TrinityPoint Wealth, LLC | 0.06% | No change | 10,963 | $398K |
| Fiduciary Trust Co | 0.01% | No change | 10,927 | $397K |
| HB Wealth Management, LLC | 0.00% | Add +8.5% | 10,919 | $397K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -33.1% | 10,858 | $394K |
| Fieldview Capital Management, LLC | 0.06% | — | 10,727 | $390K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -1.6% | 10,701 | $389K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 9,696 | $389K |
| Independent Advisor Alliance | 0.01% | New | 10,695 | $388K |
| Manchester Capital Management LLC | 0.04% | Add +15.1% | 10,668 | $387K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -5.3% | 10,529 | $382K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.15% | No change | 10,306 | $374K |
| Gitterman Wealth Management, LLC | 0.16% | Add +11.1% | 10,243 | $372K |
| Pullen Investment Management, LLC | 0.24% | Reduce -14.1% | 10,149 | $369K |
| Code Waechter LLC | 0.32% | Reduce -8.0% | 10,089 | $366K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.4% | 10,006 | $363K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 9,985 | $363K |
| First Affirmative Financial Network | 0.21% | Add +3.6% | 9,994 | $363K |
| Verus Wealth Management, LLC | 0.41% | — | 9,947 | $361K |
| Bernardo Wealth Planning LLC | 0.09% | Add +0.0% | 10,451 | $356K |
| Longfellow Investment Management Co. LLC | 0.09% | Reduce -6.0% | 9,767 | $355K |
| Edgestream Partners, L.P. | 0.02% | New | 9,744 | $354K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -4.4% | 9,526 | $346K |
| Evergreen Capital Management LLC | 0.01% | Reduce -7.6% | 9,515 | $346K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +6.8% | 9,362 | $340K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 9,229 | $335K |
| Marcum Wealth, LLC | 0.03% | Add +0.6% | 9,189 | $334K |
| Procyon Advisors, LLC | 0.02% | Reduce -12.1% | 9,147 | $332K |
| Bank of Nova Scotia | 0.00% | Reduce -27.4% | 9,141 | $332K |
| Foundations Investment Advisors, LLC | 0.01% | Add +2.1% | 9,092 | $330K |
| Mendel Money Management | 0.15% | Add +0.4% | 9,080 | $330K |
| Compound Planning, Inc. | 0.02% | Reduce -4.5% | 8,973 | $326K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 8,959 | $325K |
| Welch & Forbes LLC | 0.00% | Reduce -2.9% | 8,854 | $322K |
| Signaturefd, LLC | 0.01% | Reduce -3.4% | 8,813 | $320K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -17.5% | 8,557 | $311K |
| Caisse Des Depots Et Consignations | 0.02% | — | 8,551 | $311K |
| Caprock Group, LLC | 0.01% | Reduce -2.5% | 8,529 | $310K |
| Machina Capital S.A.S. | 0.13% | Add +36.5% | 8,307 | $302K |
| Allstate Corp. | 0.01% | New | 8,266 | $300K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 8,114 | $295K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 8,100 | $294K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 8,032 | $292K |
| CW Advisors, LLC | 0.00% | New | 8,020 | $291K |
| Seeds Investor LLC | 0.08% | Add +8.7% | 8,012 | $291K |
| HBK Sorce Advisory LLC | 0.01% | Add +5.4% | 7,945 | $289K |
| Fulton Bank, N.A. | 0.01% | New | 7,931 | $288K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.0% | 7,911 | $287K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,844 | $285K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,839 | $285K |
| GSG Advisors LLC | 0.09% | Reduce -9.5% | 7,808 | $284K |
| LaSalle St. Investment Advisors, LLC | 0.09% | New | 7,757 | $281K |
| Commerce Bank | 0.00% | Add +12.6% | 7,728 | $281K |
| Intech Investment Management LLC | 0.00% | Reduce -67.0% | 7,664 | $278K |
| Vise Technologies, Inc. | 0.02% | New | 7,652 | $278K |
| Lindenwold Advisors, INC | 0.15% | Reduce -3.9% | 7,625 | $277K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -38.5% | 7,625 | $277K |
| Apella Capital, LLC | 0.01% | Reduce -11.7% | 7,580 | $275K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $274K |
| Cresset Asset Management, LLC | 0.00% | Reduce -44.9% | 7,320 | $266K |
| Inspire Investing, LLC | 0.03% | Reduce -3.6% | 7,313 | $266K |
| Investment Management Corp of Ontario | 0.01% | Reduce -16.2% | 7,221 | $262K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.6% | 7,198 | $261K |
| Greenleaf Trust | 0.00% | Reduce -3.5% | 7,104 | $258K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 7,103 | $258K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.0% | 7,099 | $258K |
| Quadrant Capital Group LLC | 0.02% | Reduce -9.1% | 6,966 | $253K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -9.9% | 6,915 | $251K |
| W.H. Cornerstone Investments Inc. | 0.17% | Reduce -17.1% | 6,837 | $248K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | No change | 6,835 | $248K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,790 | $247K |
| Aigen Investment Management, LP | 0.04% | Reduce -77.4% | 6,781 | $246K |
| Virtu Financial LLC | 0.01% | New | 6,736 | $245K |
| Kennedy Investment Group, Inc. | 0.11% | Add +0.1% | 6,744 | $245K |
| Providence Wealth Advisors, LLC | 0.19% | No change | 6,835 | $244K |
| Ascent Group, LLC | 0.02% | Reduce -0.1% | 6,649 | $241K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.8% | 6,594 | $240K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 6,495 | $236K |
| Sigma Planning Corp | 0.01% | Reduce -20.6% | 6,470 | $235K |
| Tower Wealth Partners, Inc. | 0.12% | Reduce -5.9% | 6,429 | $234K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.8% | 6,342 | $230K |
| Cetera Trust Company, N.A | 0.15% | Add +41.7% | 6,325 | $230K |
| Moneco Advisors, LLC | 0.02% | Add +1.3% | 6,267 | $228K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $227K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 6,250 | $227K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -19.8% | 6,235 | $226K |
| Quantum Portfolio Management LLC | 0.12% | New | 6,196 | $225K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.3% | 6,106 | $222K |
| Charter Research & Investment Group, Inc. | 0.16% | No change | 5,930 | $215K |
| Profund Advisors LLC | 0.01% | Reduce -15.0% | 5,779 | $210K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.2% | 5,794 | $210K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.6% | 5,770 | $210K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,688 | $207K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,606 | $204K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -70.9% | 5,538 | $201K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 5,535 | $201K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.0% | 5,461 | $198K |
| Huntington National Bank | 0.00% | No change | 5,339 | $194K |
| MAI Capital Management | 0.00% | New | 5,320 | $193K |
| Private Trust Co. NA | 0.02% | No change | 5,318 | $193K |
| CI Investments Inc. | 0.00% | Add +39.2% | 5,255 | $191K |
| State of Wyoming | 0.02% | New | 5,030 | $183K |
| GAMMA Investing LLC | 0.02% | Add +7.2% | 4,946 | $180K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.5% | 4,732 | $172K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 4,674 | $170K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.06% | Reduce -73.3% | 4,000 | $145K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -18.6% | 3,859 | $140K |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 3,770 | $137K |
| Blume Capital Management, Inc. | 0.03% | Reduce -12.0% | 3,547 | $129K |
| V-Square Quantitative Management LLC | 0.02% | Add +0.7% | 3,501 | $127K |
| Natixis Investment Managers International | 0.01% | No change | 3,409 | $124K |
| Whittier Trust Co. | 0.00% | Reduce -13.5% | 3,248 | $118K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $114K |
| Spire Wealth Management | 0.00% | No change | 3,075 | $112K |
| Trust Co. of Vermont | 0.01% | No change | 3,020 | $110K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,930 | $106K |
| Global Retirement Partners, LLC | 0.00% | Reduce -26.3% | 2,887 | $105K |
| Colonial Trust Co / SC | 0.02% | Add +19.1% | 2,792 | $101K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.5% | 2,784 | $101K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.0% | 2,726 | $99K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.0% | 2,681 | $97K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.3% | 2,546 | $92K |
| Crews Bank & Trust | 0.02% | — | 2,473 | $90K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -7.9% | 2,338 | $85K |
| TD Waterhouse Canada Inc. | 0.00% | Add +132.6% | 2,214 | $80K |
| Shell Asset Management Co. | 0.00% | Reduce -19.8% | 2,168 | $79K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,150 | $78K |
| Principal Securities, Inc. | 0.00% | Reduce -52.0% | 2,105 | $76K |
| Creative Financial Designs Inc. | 0.01% | Reduce -4.2% | 2,036 | $74K |
| Tower View Wealth Management LLC | 0.04% | Add +0.8% | 1,992 | $72K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,907 | $69K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,766 | $64K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $62K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $61K |
| Tompkins Financial Corp. | 0.01% | No change | 1,685 | $61K |
| Asset Dedication, LLC | 0.00% | Add +8.8% | 1,677 | $61K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,660 | $60K |
| Colonial Trust Advisors | 0.01% | Reduce -20.4% | 1,626 | $59K |
| Old Second National Bank of Aurora | 0.01% | Add +0.8% | 1,613 | $59K |
| Citadel Advisors | 0.00% | Add +1449.0% | 1,580 | $57K |
| Smartleaf Asset Management LLC | 0.01% | Add +12.9% | 1,561 | $57K |
| Bessemer Group Inc. | 0.00% | Add +98.9% | 1,565 | $56K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6.3% | 1,524 | $55K |
| Clearstead Trust, LLC | 0.01% | No change | 1,500 | $54K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -40.7% | 1,500 | $54K |
| CoreCap Advisors, LLC | 0.00% | Reduce -28.6% | 1,432 | $52K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,228 | $45K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,215 | $44K |
| Bfsg, LLC | 0.01% | No change | 1,190 | $43K |
| Riverview Trust Co | 0.04% | No change | 1,178 | $43K |
| Arax Advisory Partners | 0.00% | Reduce -28.7% | 1,160 | $42K |
| Orion Capital Management LLC | 0.02% | New | 1,125 | $41K |
| IFP Advisors, Inc | 0.00% | Add +75.0% | 1,104 | $40K |
| Truvestments Capital LLC | 0.01% | Add +0.8% | 1,102 | $40K |
| Quent Capital, LLC | 0.00% | No change | 1,030 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.8% | 1,014 | $37K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +20.9% | 984 | $36K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.4% | 909 | $33K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 825 | $30K |
| First Community Trust NA | 0.02% | No change | 802 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $29K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 771 | $28K |
| Addison Advisors LLC | 0.01% | Reduce -5.2% | 771 | $28K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 818 | $28K |
| MCF Advisors LLC | 0.00% | No change | 753 | $27K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $27K |
| VSM Wealth Advisory, LLC | 0.01% | — | 720 | $26K |
| Blue Trust, Inc. | 0.00% | Reduce -40.8% | 710 | $26K |
| Princeton Global Asset Management LLC | 0.00% | No change | 705 | $26K |
| Brooklyn Investment Group | 0.01% | Add +0.3% | 674 | $24K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $24K |
| First PREMIER Bank | 0.01% | No change | 650 | $24K |
| Friedenthal Financial | 0.01% | No change | 655 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +89.9% | 642 | $23K |
| Asset Planning,Inc | 0.02% | — | 625 | $23K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 625 | $23K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -2.5% | 584 | $22K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -25.7% | 574 | $21K |
| Bangor Savings Bank | 0.00% | Add +0.7% | 573 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 566 | $21K |
| DT Investment Partners, LLC | 0.00% | Reduce -21.2% | 564 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $20K |
| National Pension Service | 0.00% | New | 543 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 518 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.8% | 503 | $18K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $18K |
| Wingate Wealth Advisors, Inc. | 0.02% | — | 482 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -28.2% | 468 | $17K |
| UMB Bank, n.a. | 0.00% | Reduce -76.5% | 462 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.5% | 447 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -38.9% | 435 | $16K |
| Quarry LP | 0.00% | Reduce -88.8% | 433 | $16K |
| McIlrath & Eck, LLC | 0.00% | Reduce -12.4% | 424 | $15K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 423 | $15K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.8% | 406 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -2.2% | 397 | $14K |
| City State Bank | 0.00% | No change | 380 | $14K |
| Robbins Farley | 0.01% | No change | 375 | $14K |
| Bank of New Hampshire | 0.00% | Reduce -50.0% | 375 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 374 | $14K |
| Castleview Partners, LLC | 0.01% | Add +6.0% | 373 | $13K |
| Concord Wealth Partners | 0.00% | Add +0.9% | 352 | $13K |
| Kestra Investment Management, LLC | 0.00% | New | 344 | $12K |
| New Millennium Group LLC | 0.01% | Add +0.9% | 344 | $12K |
| SBI Securities Co., Ltd. | 0.00% | — | 333 | $12K |
| Hilltop National Bank | 0.00% | No change | 325 | $12K |
| Covestor Ltd | 0.01% | Add +1.3% | 312 | $11K |
| CNB Bank | 0.01% | No change | 300 | $11K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 300 | $11K |
| Archer Investment Corp | 0.00% | Add +1.0% | 299 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 300 | $10K |
| NFSG Corp | 0.00% | Add +65.7% | 275 | $10K |
| Montag & Caldwell, LLC | 0.00% | New | 250 | $9K |
| Peoples Financial Services Corp. | 0.00% | Reduce -80.0% | 250 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +0.8% | 245 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 243 | $9K |
| Leonteq Securities AG | 0.00% | Add +5.8% | 238 | $9K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -69.3% | 225 | $8K |
| Hemington Wealth Management | 0.00% | Add +12.2% | 240 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $7K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 174 | $6K |
| Bokf, NA | 0.00% | No change | 177 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1560.0% | 166 | $6K |
| Sandy Spring Bank | 0.00% | No change | 164 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | Add +12.7% | 160 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| Venturi Wealth Management, LLC | 0.00% | Add +85.5% | 141 | $5K |
| TCTC Holdings, LLC | 0.00% | New | 140 | $5K |
| LGT Financial Advisors LLC | 0.01% | Reduce -11.0% | 138 | $5K |
| Copia Wealth Management | 0.00% | — | 138 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Add +644.4% | 134 | $5K |
| SWAN Capital LLC | 0.00% | No change | 125 | $5K |
| Byrne Asset Management LLC | 0.00% | Add +9.1% | 120 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -20.0% | 120 | $4K |
| Lee Danner & Bass Inc. | 0.00% | New | 115 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 77 | $3K |
| Ridgewood Investments LLC | 0.00% | No change | 63 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 50 | $2K |
| Synergy Investment Management, LLC | 0.00% | — | 50 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 50 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | Add +29.7% | 48 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 46 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $2K |
| Sachetta, LLC | 0.00% | Reduce -65.3% | 34 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -2.9% | 33 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 33 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -6.7% | 28 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| Mather Group, Llc. | 0.00% | No change | 27 | $981 |
| Avior Wealth Management, LLC | 0.00% | Reduce -90.2% | 26 | $944 |
| MV Capital Management, Inc. | 0.00% | Add +33.3% | 16 | $582 |
| True Wealth Design, LLC | 0.00% | No change | 15 | $545 |
| Millstone Evans Group, LLC | 0.00% | — | 14 | $508 |
| NewSquare Capital LLC | 0.00% | New | 11 | $400 |
| Global Financial Private Client, LLC | 0.00% | New | 9 | $327 |
| Whipplewood Advisors, LLC | 0.00% | — | 8 | $291 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 5 | $182 |
| Larson Financial Group LLC | 0.00% | Reduce -61.5% | 5 | $182 |
| High Note Wealth, LLC | 0.00% | New | 3 | $109 |
| Rakuten Securities, Inc. | 0.00% | Add +50.0% | 3 | $109 |
| Capital A Wealth Management, LLC | 0.00% | — | 2 | $73 |
| Activest Wealth Management | 0.00% | New | 1 | $36 |
| Principia Wealth Advisory, LLC | 0.00% | — | 1 | $36 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 5 | $2 |
| Winthrop Capital Management, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.