Essential UtilitiesWTRG
13F holders, Q1 2025 (March 31)678holders +56
100new positions
44sold out
6famous investors
$39.53avg. 13F price*
At the end of Q1 2025, 678 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 56 from Q4 2024. 100 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and Canada Pension Plan Investment Board ($856.3M). 6 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $208.6M |
| Exits | 44 | $50.4M |
All 13F filers, Q4 2024 → Q1 2025: 13,683,415 shares bought and 8,973,534 shares sold, net +4,709,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| BlackRock, Inc. | 0.03% | Reduce -1.0% | 32,680,971 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -1.2% | 29,713,646 | $1.2B |
| Canada Pension Plan Investment Board | 0.83% | No change | 21,661,095 | $856.3M |
| State Street Corp. | 0.02% | Add +0.9% | 13,146,141 | $519.7M |
| Nordea Investment Management AB | 0.31% | Add +8.2% | 7,368,205 | $291.9M |
| Pictet Asset Management Holding SA | 0.29% | Reduce -2.9% | 6,532,599 | $258.2M |
| Amundi | 0.08% | Reduce -19.3% | 5,490,062 | $218.5M |
| Geode Capital Management, LLC | 0.01% | Add +5.7% | 4,561,213 | $179.9M |
| First Trust Advisors LP | 0.15% | Add +28.3% | 4,158,001 | $164.4M |
| Invesco Ltd. | 0.03% | Reduce -4.6% | 3,519,548 | $139.1M |
| Legal & General Group Plc | 0.04% | Add +4.3% | 3,352,650 | $132.5M |
| Morgan Stanley | 0.01% | Reduce -0.5% | 3,241,771 | $128.1M |
| Northern Trust Corp. | 0.02% | Reduce -3.4% | 3,218,314 | $127.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.2% | 2,672,007 | $105.6M |
| Boston Trust Walden Corp | 0.72% | Add +16.4% | 2,476,811 | $97.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.9% | 2,438,783 | $96.4M |
| FIL Ltd | 0.09% | Add +28.2% | 2,422,185 | $95.7M |
| Duff & Phelps Investment Management Co. | 1.12% | Add +0.1% | 2,413,764 | $95.4M |
| Maple-Brown Abbott Ltd | 6.43% | New | 2,384,087 | $94.3M |
| Macquarie Group Ltd. | 0.12% | Reduce -5.9% | 2,339,698 | $92.5M |
| Norges Bank | 0.01% | Reduce -20.9% | 2,233,565 | $88.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.32% | Add +6.1% | 2,166,797 | $85.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 2,103,777 | $83.2M |
| Tandem Investment Advisors, Inc. | 2.82% | Add +0.9% | 2,045,060 | $80.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +16.4% | 1,864,237 | $73.7M |
| Empower Advisory Group, LLC | 0.22% | Add +1.5% | 1,685,205 | $66.6M |
| Ensign Peak Advisors, Inc | 0.13% | Add +5.0% | 1,672,094 | $66.1M |
| Allianz Asset Management GmbH | 0.10% | Reduce -15.9% | 1,628,850 | $64.4M |
| UBS Group AG | 0.01% | Add +9.6% | 1,626,672 | $64.3M |
| Cohen & Steers, Inc. | 0.11% | Add +3.1% | 1,485,550 | $58.7M |
| Epoch Investment Partners, Inc. | 0.24% | Reduce -1.6% | 1,177,943 | $46.6M |
| California Public Employees Retirement System | 0.03% | Add +6.3% | 1,113,450 | $44.0M |
| Franklin Resources Inc. | 0.01% | Add +0.5% | 1,051,548 | $41.6M |
| Point72 Asset Management | 0.12% | Add +299.8% | 1,031,641 | $40.8M |
| JPMorgan Chase & Co. | 0.00% | Add +68.4% | 980,533 | $38.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +122.7% | 943,797 | $37.3M |
| Aventail Capital Group, LP | 1.84% | New | 942,298 | $37.2M |
| California State Teachers Retirement System | 0.05% | Reduce -1.2% | 941,809 | $37.2M |
| ProShare Advisors LLC | 0.08% | Add +6.9% | 933,920 | $36.9M |
| Rhumbline Advisers | 0.03% | Add +6.3% | 851,116 | $33.6M |
| Aviva PLC | 0.08% | Add +17.3% | 839,152 | $33.2M |
| Bank of America Corp. | 0.00% | Add +3.2% | 771,625 | $30.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.44% | Reduce -22.8% | 760,653 | $30.1M |
| Swiss National Bank | 0.02% | Add +0.2% | 735,700 | $29.1M |
| GW&K Investment Management, LLC | 0.27% | Add +0.7% | 730,702 | $28.9M |
| Energy Income Partners, LLC | 0.55% | Add +3.6% | 720,884 | $28.5M |
| Deutsche Bank AG | 0.01% | Add +1.6% | 713,737 | $28.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.6% | 706,302 | $27.9M |
| Nuveen, LLC | 0.01% | — | 645,726 | $25.5M |
| New York State Common Retirement Fund | 0.03% | Add +3.7% | 563,272 | $22.3M |
| Gabelli Funds LLC | 0.17% | No change | 551,350 | $21.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +5.9% | 536,718 | $21.2M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 522,524 | $20.7M |
| Verition Fund Management LLC | 0.12% | Add +25.9% | 506,386 | $20.0M |
| Royal Bank of Canada | 0.00% | Add +28.2% | 498,669 | $19.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +0.8% | 483,290 | $19.1M |
| Thematics Asset Management | 0.89% | No change | 442,726 | $17.5M |
| Public Employees Retirement Association of Colorado | 0.07% | No change | 396,797 | $15.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +9.6% | 387,502 | $15.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.7% | 384,863 | $15.2M |
| Deprince Race & Zollo Inc. | 0.31% | Add +1.9% | 375,581 | $14.8M |
| Swedbank AB | 0.02% | Add +24.7% | 368,485 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 366,945 | $14.5M |
| Retirement Systems of Alabama | 0.05% | Add +0.1% | 351,596 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +0.3% | 354,731 | $13.7M |
| Barclays PLC | 0.01% | Reduce -22.8% | 341,737 | $13.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 338,582 | $13.4M |
| Raymond James Financial Inc. | 0.01% | Add +64.3% | 333,965 | $13.2M |
| Candriam S.C.A. | 0.08% | Reduce -4.3% | 333,404 | $13.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -1.9% | 332,340 | $13.1M |
| FMR LLC | 0.00% | Reduce -80.2% | 321,228 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +32.0% | 317,187 | $12.5M |
| Citadel Advisors | 0.01% | Add +19222.6% | 305,297 | $12.1M |
| LPL Financial LLC | 0.00% | Add +2.4% | 295,308 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 294,766 | $11.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.45% | Add +1924.2% | 285,309 | $11.3M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.4% | 279,048 | $11.0M |
| Jane Street Group, LLC | 0.02% | Add +352.3% | 270,599 | $10.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 268,303 | $10.6M |
| John G Ullman & Associates Inc. | 1.59% | Reduce -7.5% | 260,902 | $10.3M |
| SG Americas Securities, LLC | 0.03% | New | 253,737 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -11.3% | 251,591 | $9.9M |
| Cambiar Investors LLC | 0.41% | Reduce -8.9% | 244,329 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.2% | 243,967 | $9.6M |
| KLP Kapitalforvaltning As | 0.05% | Add +6.7% | 239,300 | $9.5M |
| Abn Amro Investment Solutions | 0.20% | Add +24.7% | 236,228 | $9.3M |
| Maryland State Retirement & Pension System | 0.21% | Add +1.5% | 226,027 | $8.9M |
| Citigroup Inc. | 0.01% | Add +177.8% | 223,491 | $8.8M |
| ExodusPoint Capital Management, LP | 0.12% | New | 222,899 | $8.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +4.0% | 215,001 | $8.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +18.7% | 212,871 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.0% | 207,565 | $8.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 207,424 | $8.2M |
| Danske Bank A/S | 0.02% | Reduce -8.3% | 200,806 | $7.9M |
| Magellan Asset Management Ltd | 0.10% | Reduce -2.3% | 200,429 | $7.9M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.89% | Reduce -0.8% | 200,356 | $7.9M |
| Allworth Financial LP | 0.04% | Add +0.8% | 188,769 | $7.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 185,445 | $7.3M |
| Greenland Capital Management LP | 1.27% | Reduce -20.5% | 182,020 | $7.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 180,565 | $7.1M |
| Holocene Advisors, LP | 0.02% | Add +43.8% | 179,770 | $7.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -25.0% | 179,709 | $7.1M |
| Sei Investments Co. | 0.01% | Add +4.2% | 179,438 | $7.1M |
| APG Asset Management N.V. | 0.02% | Reduce -11.9% | 193,703 | $7.1M |
| NFJ Investment Group, LLC | 0.23% | Reduce -7.6% | 176,496 | $7.0M |
| Storebrand Asset Management As | 0.02% | Reduce -5.4% | 171,635 | $6.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.6% | 168,631 | $6.7M |
| Van Eck Associates Corp. | 0.01% | Add +11.7% | 167,953 | $6.6M |
| Hennessy Advisors Inc. | 0.22% | Reduce -4.4% | 167,800 | $6.6M |
| BNP Paribas Financial Markets | 0.01% | Add +13.8% | 164,979 | $6.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 159,792 | $6.3M |
| Wills Financial Group LLC | 2.72% | — | 155,292 | $6.1M |
| First Manhattan Co. Llc. | 0.02% | Reduce -14.1% | 154,621 | $6.1M |
| TD Asset Management Inc | 0.01% | Reduce -12.8% | 153,844 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 150,184 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +4.5% | 149,946 | $5.9M |
| Aberdeen Group plc | 0.01% | Reduce -14.4% | 150,410 | $5.9M |
| State of Wisconsin Investment Board | 0.01% | Add +0.2% | 147,019 | $5.8M |
| Atom Investors LP | 0.70% | Add +945.6% | 143,731 | $5.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.5% | 140,277 | $5.5M |
| AXA S.A. | 0.02% | Reduce -0.2% | 140,222 | $5.5M |
| Hamilton Point Investment Advisors, LLC | 0.95% | Add +1.9% | 133,698 | $5.3M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -2.6% | 130,030 | $5.1M |
| Synergy Asset Management, LLC | 0.64% | Reduce -13.0% | 128,722 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +4.2% | 126,646 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Add +37.3% | 126,594 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.2% | 126,380 | $5.0M |
| Tredje AP-fonden | 0.05% | Add +209.4% | 126,304 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +19.2% | 123,557 | $4.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +2.0% | 122,840 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.0% | 121,343 | $4.8M |
| HM Payson & Co. | 0.08% | Add +0.3% | 115,963 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -4.0% | 115,832 | $4.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 115,213 | $4.6M |
| First National Bank & Trust Co. of Newtown | 0.91% | Add +1.5% | 109,974 | $4.3M |
| SummitTX Capital, L.P. | 0.19% | — | 109,058 | $4.3M |
| Coston, McIsaac & Partners | 1.25% | Add +8.4% | 108,197 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 107,240 | $4.2M |
| AMF Tjanstepension AB | 0.03% | No change | 105,502 | $4.2M |
| Asset Management One Co., Ltd. | 0.01% | Add +15.6% | 105,125 | $4.2M |
| Costello Asset Management, INC | 1.67% | Add +10.8% | 104,386 | $4.1M |
| Brown Advisory Inc. | 0.01% | Reduce -1.6% | 103,073 | $4.1M |
| South Dakota Investment Council | 0.08% | Add +45.1% | 103,006 | $4.1M |
| AdvisorNet Financial, Inc | 0.30% | Add +0.9% | 101,498 | $4.0M |
| Gotham Asset Management | 0.03% | Reduce -42.6% | 101,041 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.1% | 101,026 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.7% | 99,814 | $3.9M |
| Glenmede Trust Co. NA | 0.02% | Add +103.9% | 99,429 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -21.3% | 96,463 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 94,832 | $3.7M |
| Toth Financial Advisory Corp. | 0.44% | Add +6.9% | 92,735 | $3.7M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Reduce -9.9% | 92,300 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.1% | 92,272 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.8% | 91,317 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.4% | 89,756 | $3.5M |
| Guggenheim Capital LLC | 0.03% | Add +51.8% | 87,330 | $3.5M |
| Lombard Odier Asset Management (USA) Corp | 1.44% | New | 86,879 | $3.4M |
| Flputnam Investment Management Co. | 0.06% | New | 85,580 | $3.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -50.0% | 83,304 | $3.3M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +7.2% | 82,399 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -30.9% | 82,343 | $3.2M |
| Creative Planning | 0.00% | Reduce -2.4% | 79,386 | $3.1M |
| Texas Yale Capital Corp. | 0.13% | Add +3.0% | 79,233 | $3.1M |
| Comerica Bank | 0.01% | Reduce -10.6% | 78,421 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.4% | 77,532 | $3.1M |
| Alps Advisors Inc. | 0.02% | Add +7.8% | 76,820 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 76,012 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.6% | 75,984 | $3.0M |
| Arizona State Retirement System | 0.02% | Reduce -0.1% | 75,443 | $3.0M |
| AQR Capital Management | 0.00% | Reduce -69.4% | 75,439 | $3.0M |
| IFM Investors Pty Ltd | 0.03% | Reduce -17.3% | 74,285 | $2.9M |
| Benedict Financial Advisors Inc. | 0.68% | Reduce -4.8% | 73,982 | $2.9M |
| Jacobi Capital Management LLC | 0.21% | Add +7.8% | 73,024 | $2.9M |
| OP Asset Management Ltd | 0.05% | — | 71,977 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 71,819 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.6% | 71,401 | $2.8M |
| Louisiana State Employees Retirement System | 0.06% | Add +1.0% | 70,800 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Add +0.9% | 70,300 | $2.8M |
| Kennedy Capital Management LLC | 0.07% | Reduce -4.7% | 70,045 | $2.8M |
| Rodgers Brothers Inc. | 0.37% | Reduce -3.1% | 69,713 | $2.8M |
| Aurora Investment Counsel | 1.52% | New | 69,414 | $2.7M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -24.1% | 69,039 | $2.7M |
| CoreCommodity Management, LLC | 0.44% | New | 68,883 | $2.7M |
| Marshall Wace, LLP | 0.00% | New | 68,342 | $2.7M |
| State of Michigan Retirement System | 0.02% | Add +0.9% | 67,871 | $2.7M |
| Voya Investment Management LLC | 0.00% | Add +13.8% | 67,762 | $2.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 67,219 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.20% | New | 64,955 | $2.6M |
| LBP Am SA | 0.04% | No change | 64,233 | $2.5M |
| Trillium Asset Management, LLC | 0.07% | Reduce -1.5% | 63,692 | $2.5M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -3.5% | 63,449 | $2.5M |
| Alpine Woods Capital Investors, LLC | 0.63% | Add +2.0% | 63,369 | $2.5M |
| Arcadia Investment Management Corp. | 0.45% | Add +0.7% | 63,152 | $2.5M |
| DNB Asset Management AS | 0.01% | Reduce -4.1% | 62,700 | $2.5M |
| Ethic Inc. | 0.05% | Add +6.2% | 61,575 | $2.4M |
| First National Corp. /Ma/ | 0.53% | Add +111.6% | 61,128 | $2.4M |
| Stephens Inc. | 0.04% | Add +0.1% | 60,977 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 59,946 | $2.4M |
| RWC Asset Management LLP | 0.15% | No change | 58,349 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +13.9% | 57,120 | $2.3M |
| BLB&B Advisors, LLC | 0.11% | Reduce -4.7% | 56,813 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.0% | 56,174 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +66.1% | 55,631 | $2.2M |
| Bridgewater Advisors Inc. | 0.19% | Add +13.7% | 53,796 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -3.4% | 53,642 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -14.1% | 53,384 | $2.1M |
| Secure Asset Management, LLC | 0.42% | Add +15.7% | 52,462 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | No change | 51,374 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +9.3% | 51,170 | $2.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +0.2% | 49,879 | $2.0M |
| Shelton Capital Management | 0.05% | Reduce -0.4% | 49,517 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 49,475 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 48,800 | $1.9M |
| Weaver C. Barksdale & Associates, Inc. | 1.83% | Reduce -2.3% | 48,360 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +6.6% | 47,737 | $1.9M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -52.4% | 47,330 | $1.9M |
| Toronto Dominion Bank | 0.00% | Reduce -15.0% | 45,899 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -20.6% | 44,897 | $1.8M |
| XTX Topco Ltd | 0.09% | Add +196.7% | 43,952 | $1.7M |
| Millennium Management | 0.00% | Add +209.1% | 43,466 | $1.7M |
| Xponance LLC | 0.02% | Add +0.2% | 42,470 | $1.7M |
| Utah Retirement Systems | 0.02% | No change | 41,698 | $1.6M |
| Korea Investment CORP | 0.00% | Reduce -52.4% | 41,429 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.3% | 41,088 | $1.6M |
| Radnor Capital Management, LLC | 0.27% | Reduce -30.9% | 41,020 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 40,762 | $1.6M |
| Trexquant Investment LP | 0.02% | New | 40,631 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 40,211 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +2.3% | 39,694 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 39,437 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -3.3% | 39,208 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | New | 38,132 | $1.5M |
| Ilex Capital Partners (UK) LLP | 0.06% | New | 37,177 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 36,988 | $1.5M |
| Resolution Capital Ltd | 0.03% | Reduce -28.3% | 36,948 | $1.5M |
| Generali Asset Management SPA SGR | 0.04% | Add +2.3% | 36,359 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | New | 36,202 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.9% | 36,068 | $1.4M |
| Investors Research Corp | 0.30% | New | 35,350 | $1.4M |
| Covea Finance | 0.06% | New | 34,500 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.2% | 33,697 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +72.5% | 33,338 | $1.3M |
| Pathway Financial Advisers, LLC | 0.45% | Reduce -0.5% | 33,322 | $1.3M |
| Addison Capital Co | 0.51% | Add +3.2% | 33,126 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -21.9% | 33,076 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.04% | Add +42.0% | 32,627 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -9.5% | 32,576 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.7% | 32,326 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.0% | 32,175 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.6% | 31,635 | $1.3M |
| Credit Agricole S A | 0.00% | Reduce -12.9% | 30,829 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +5.3% | 30,559 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.5% | 30,549 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -11.1% | 30,372 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +55.0% | 30,159 | $1.2M |
| Raiffeisen Bank International AG | 0.02% | Reduce -94.7% | 30,208 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +1.8% | 29,674 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.8% | 29,611 | $1.2M |
| TFG Advisers LLC | 0.41% | Reduce -3.8% | 28,771 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Add +13.8% | 28,624 | $1.1M |
| Oak Thistle LLC | 0.23% | New | 28,525 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.26% | Reduce -2.1% | 27,830 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +3.2% | 27,785 | $1.1M |
| Philadelphia Trust Co. | 0.09% | No change | 27,630 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Add +151.0% | 27,632 | $1.1M |
| Fox Run Management, L.L.C. | 0.17% | New | 27,386 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -10.6% | 27,150 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.4% | 26,982 | $1.1M |
| Cullen Capital Management, LLC | 0.01% | Add +54.6% | 26,704 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +0.1% | 26,434 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.2% | 26,385 | $1.0M |
| apricus wealth, LLC | 0.62% | No change | 26,262 | $1.0M |
| CENTRAL TRUST Co | 0.03% | Add +5.6% | 26,251 | $1.0M |
| Blackhill Capital Inc. | 0.06% | No change | 26,041 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +8.0% | 25,255 | $998K |
| Godshalk Welsh Capital Management, Inc. | 0.65% | Reduce -1.9% | 25,186 | $996K |
| Prudential Financial Inc. | 0.00% | Add +18.4% | 25,435 | $986K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.6% | 24,830 | $981K |
| Haverford Trust Co | 0.01% | Reduce -9.8% | 24,531 | $970K |
| Lee Financial Co | 0.15% | Reduce -11.1% | 24,156 | $955K |
| Captrust Financial Advisors | 0.00% | Reduce -12.5% | 24,010 | $949K |
| Community Bank, N.A. | 0.13% | Add +1.3% | 23,928 | $946K |
| Fiduciary Trust Co | 0.01% | Add +117.6% | 23,780 | $940K |
| Friedenthal Financial | 0.56% | Add +3518.6% | 23,702 | $937K |
| Key Financial Inc | 0.20% | Add +0.2% | 23,676 | $936K |
| Praxis Investment Management Inc. | 0.06% | No change | 23,640 | $934K |
| Spirit of America Management Corp. | 0.19% | Add +9.8% | 23,600 | $933K |
| Blair William & Co. | 0.00% | Reduce -6.2% | 23,133 | $914K |
| KBC Group NV | 0.00% | Add +3.6% | 23,059 | $912K |
| Schroder Investment Management Group | 0.00% | Reduce -79.1% | 22,946 | $902K |
| Focus Partners Wealth | 0.00% | Reduce -5.6% | 22,322 | $882K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 22,227 | $879K |
| Truist Financial Corp. | 0.00% | Add +23.4% | 21,777 | $861K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -7.3% | 21,607 | $854K |
| Carnegie Investment Counsel | 0.02% | Add +2.8% | 21,997 | $844K |
| Aspire Private Capital, LLC | 0.21% | No change | 21,176 | $837K |
| Blue Bell Private Wealth Management, LLC | 0.16% | No change | 20,934 | $828K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.8% | 20,548 | $812K |
| Holos Integrated Wealth LLC | 0.53% | No change | 20,455 | $809K |
| Manchester Capital Management LLC | 0.10% | Add +87.8% | 20,037 | $792K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.2% | 20,560 | $773K |
| Rothschild Investment LLC | 0.05% | Reduce -1.1% | 19,319 | $764K |
| Securian Asset Management, Inc. | 0.02% | No change | 19,099 | $755K |
| Simplex Trading, LLC | 0.03% | New | 19,031 | $752K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 18,975 | $750K |
| Qsemble Capital Management, LP | 0.08% | New | 18,974 | $750K |
| GMO | 0.00% | New | 18,663 | $738K |
| Bridgefront Capital, LLC | 0.21% | New | 18,406 | $728K |
| Brighton Jones LLC | 0.02% | Add +3.2% | 18,129 | $717K |
| Foundations Investment Advisors, LLC | 0.01% | Add +96.1% | 17,831 | $705K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.5% | 17,761 | $702K |
| Blossom Wealth Management | 1.40% | Add +11.1% | 17,615 | $696K |
| Quadrant Capital Group LLC | 0.03% | Add +150.8% | 17,472 | $691K |
| Continuum Advisory, LLC | 0.09% | Reduce -33.5% | 17,320 | $685K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $683K |
| Belpointe Asset Management LLC | 0.04% | Reduce -4.7% | 17,057 | $674K |
| Ostrum Asset Management | 0.04% | Reduce -83.2% | 17,049 | $674K |
| First Pacific Financial | 0.14% | Add +0.9% | 17,038 | $674K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 16,713 | $661K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -14.6% | 16,400 | $648K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.0% | 16,322 | $645K |
| United Services Automobile Association | 0.02% | No change | 16,409 | $645K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.9% | 16,267 | $643K |
| Allstate Corp. | 0.02% | Add +94.9% | 16,111 | $637K |
| Lombard Odier Asset Management (Switzerland) SA | 0.04% | No change | 16,089 | $636K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +161.9% | 15,989 | $632K |
| Peoples Bank | 0.42% | Reduce -4.8% | 15,656 | $619K |
| Intech Investment Management LLC | 0.01% | Add +103.0% | 15,555 | $615K |
| Loudon Investment Management, LLC | 0.35% | No change | 15,463 | $611K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -21.8% | 15,331 | $606K |
| AG2R La Mondiale Gestion D'actifs | 0.03% | — | 15,521 | $598K |
| D.A. Davidson & Co. | 0.00% | Add +8.5% | 15,034 | $594K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +4.3% | 15,031 | $594K |
| Everett Harris & Co. | 0.01% | Add +15.4% | 15,000 | $593K |
| iSAM Funds (UK) Ltd | 0.29% | New | 14,737 | $583K |
| Keybank National Association | 0.00% | Add +0.0% | 14,719 | $582K |
| ELCO Management Co., LLC | 0.32% | Add +27.0% | 14,670 | $580K |
| QRG Capital Management, Inc. | 0.01% | Add +16.9% | 14,627 | $578K |
| Resurgent Financial Advisors LLC | 0.34% | No change | 14,413 | $570K |
| Engineers Gate Manager LP | 0.01% | Reduce -47.9% | 14,286 | $565K |
| US Bancorp \de | 0.00% | Reduce -5.1% | 14,236 | $563K |
| CIBC Asset Management Inc | 0.00% | Add +1.1% | 14,216 | $562K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -4.0% | 14,128 | $558K |
| Capital Market Strategies LLC | 0.37% | No change | 14,100 | $557K |
| Point72 Hong Kong Ltd | 0.04% | New | 14,080 | $557K |
| Choreo, LLC | 0.01% | Reduce -7.4% | 14,027 | $554K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.2% | 13,999 | $553K |
| Mitchell Sinkler & Starr | 0.15% | Reduce -3.3% | 13,898 | $549K |
| Rowlandmiller & Partners.adv | 0.11% | Reduce -1.8% | 13,617 | $538K |
| Red Door Wealth Management, LLC | 0.08% | No change | 13,523 | $535K |
| Agp Franklin, LLC | 0.33% | Add +10.5% | 13,394 | $535K |
| Ingalls & Snyder LLC | 0.02% | Add +8.0% | 13,463 | $532K |
| Tradewinds Capital Management, LLC | 0.14% | No change | 13,408 | $530K |
| M&G PLC | 0.00% | No change | 13,025 | $521K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.8% | 12,861 | $508K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.1% | 12,842 | $508K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,828 | $507K |
| Clean Yield Group | 0.16% | Reduce -4.1% | 12,729 | $503K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 12,661 | $500K |
| Pullen Investment Management, LLC | 0.31% | Add +21.1% | 12,287 | $486K |
| Ieq Capital, LLC | 0.00% | Add +1.6% | 12,269 | $485K |
| WealthTrust Axiom LLC | 0.14% | New | 12,048 | $476K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -2.2% | 12,031 | $476K |
| Nomura Holdings Inc. | 0.00% | Reduce -73.5% | 12,017 | $475K |
| Cibc World Markets Corp. | 0.00% | Add +0.9% | 11,871 | $469K |
| Royal London Asset Management Ltd. | 0.00% | New | 11,785 | $466K |
| Cwm, LLC | 0.00% | Reduce -14.3% | 11,747 | $464K |
| CenterBook Partners LP | 0.03% | Reduce -39.1% | 11,580 | $458K |
| Gitterman Wealth Management, LLC | 0.12% | Add +12.4% | 11,515 | $455K |
| Farmers Trust Co. | 0.09% | Reduce -1.4% | 11,493 | $454K |
| Compound Planning, Inc. | 0.02% | Add +27.8% | 11,466 | $453K |
| Occudo Quantitative Strategies LP | 0.06% | New | 11,524 | $453K |
| Bernardo Wealth Planning LLC | 0.11% | Add +8.4% | 11,330 | $448K |
| Meeder Advisory Services, Inc. | 0.03% | Add +7.6% | 11,331 | $448K |
| Vestcor Inc | 0.01% | Reduce -47.6% | 11,300 | $447K |
| HB Wealth Management, LLC | 0.00% | Add +3.5% | 11,303 | $447K |
| Pacer Advisors, Inc. | 0.00% | Reduce -69.5% | 11,240 | $444K |
| Allianz SE | 0.01% | New | 11,136 | $440K |
| Mediolanum International Funds Ltd | 0.01% | Reduce -20.3% | 11,175 | $439K |
| SS&H Financial Advisors, Inc. | 0.16% | No change | 11,074 | $438K |
| EagleClaw Capital Managment, LLC | 0.07% | No change | 11,052 | $437K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 11,027 | $436K |
| Independent Advisor Alliance | 0.01% | Add +1.0% | 10,802 | $427K |
| Twinbeech Capital LP | 0.01% | New | 10,761 | $425K |
| Intrua Financial, LLC | 0.07% | New | 10,654 | $421K |
| Voloridge Investment Management, LLC | 0.00% | New | 10,652 | $421K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.8% | 10,612 | $419K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -11.8% | 10,438 | $413K |
| AE Wealth Management LLC | 0.00% | Reduce -38.3% | 10,254 | $405K |
| Prudential PLC | 0.00% | Reduce -88.5% | 10,110 | $400K |
| Verus Wealth Management, LLC | 0.43% | Add +0.2% | 9,967 | $394K |
| Penserra Capital Management LLC | 0.01% | New | 9,961 | $393K |
| Bank of Nova Scotia | 0.00% | Add +8.5% | 9,914 | $392K |
| United Capital Financial Advisors, LLC | 0.00% | Add +36.4% | 9,816 | $388K |
| Oppenheimer & Co. Inc. | 0.01% | Add +14.2% | 9,775 | $386K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -1.1% | 9,426 | $373K |
| First Affirmative Financial Network | 0.23% | Reduce -5.8% | 9,414 | $372K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -14.2% | 9,312 | $368K |
| Mendel Money Management | 0.17% | Add +2.3% | 9,290 | $367K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 9,264 | $366K |
| Vident Advisory, LLC | 0.01% | New | 9,256 | $366K |
| Procyon Advisors, LLC | 0.02% | No change | 9,147 | $362K |
| Commerce Bank | 0.00% | Add +17.6% | 9,092 | $359K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -3.1% | 9,071 | $359K |
| Prelude Capital Management, LLC | 0.04% | Reduce -45.3% | 8,910 | $352K |
| Aquatic Capital Management LLC | 0.01% | Reduce -67.4% | 8,821 | $349K |
| Marcum Wealth, LLC | 0.03% | Reduce -5.0% | 8,734 | $345K |
| Seeds Investor LLC | 0.10% | Add +7.8% | 8,636 | $341K |
| Advisory Services Network, LLC | 0.01% | New | 8,594 | $340K |
| Quantbot Technologies LP | 0.01% | New | 8,513 | $337K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.3% | 8,485 | $335K |
| Phoenix Financial Ltd. | 0.01% | Reduce -83.8% | 8,426 | $335K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.0% | 8,303 | $328K |
| Inspire Investing, LLC | 0.04% | Add +11.2% | 8,131 | $321K |
| O'Brien Greene & Co. Inc | 0.11% | No change | 8,114 | $321K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 8,100 | $320K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.8% | 8,091 | $320K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.4% | 8,062 | $319K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -19.5% | 8,041 | $318K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.13% | Reduce -22.0% | 8,035 | $318K |
| Evergreen Capital Management LLC | 0.01% | Reduce -15.8% | 8,016 | $317K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.0% | 7,914 | $313K |
| Inceptionr LLC | 0.09% | Reduce -51.2% | 7,884 | $312K |
| Cresset Asset Management, LLC | 0.00% | Add +7.4% | 7,862 | $311K |
| Signaturefd, LLC | 0.01% | Reduce -13.5% | 7,626 | $301K |
| Jump Financial, LLC | 0.00% | New | 7,612 | $301K |
| Apella Capital, LLC | 0.01% | Add +4.4% | 7,914 | $299K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $298K |
| Lindenwold Advisors, INC | 0.17% | Reduce -1.7% | 7,496 | $296K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -4.6% | 7,484 | $296K |
| GSG Advisors LLC | 0.10% | Reduce -0.1% | 7,797 | $294K |
| Investment Management Corp of Ontario | 0.01% | Add +2.8% | 7,421 | $293K |
| Janus Henderson Group PLC | 0.00% | Reduce -87.2% | 7,429 | $292K |
| Boothbay Fund Management, LLC | 0.01% | New | 7,352 | $291K |
| RTD Financial Advisors, Inc. | 0.04% | Add +2.1% | 7,250 | $287K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,839 | $285K |
| Vinva Investment Management Ltd | 0.01% | New | 7,225 | $284K |
| Rakuten Investment Management, Inc. | 0.00% | — | 7,198 | $283K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 7,105 | $281K |
| Gateway Investment Advisers LLC | 0.00% | No change | 6,915 | $273K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | No change | 6,835 | $270K |
| Providence Wealth Advisors, LLC | 0.20% | No change | 6,835 | $270K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,790 | $268K |
| Greenleaf Trust | 0.00% | Reduce -5.2% | 6,734 | $266K |
| Kennedy Investment Group, Inc. | 0.12% | Reduce -0.2% | 6,729 | $266K |
| Archer Investment Corp | 0.07% | Add +2134.4% | 6,681 | $264K |
| Caprock Group, LLC | 0.01% | Reduce -21.9% | 6,657 | $263K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 6,673 | $263K |
| Ascent Group, LLC | 0.01% | Reduce -0.8% | 6,593 | $261K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 6,521 | $258K |
| Walleye Capital LLC | 0.00% | New | 6,517 | $258K |
| Sigma Planning Corp | 0.01% | Add +0.6% | 6,508 | $257K |
| Tower Wealth Partners, Inc. | 0.14% | Add +0.4% | 6,457 | $255K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.0% | 6,344 | $251K |
| Cetera Trust Company, N.A | 0.16% | No change | 6,325 | $250K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -18.8% | 6,301 | $249K |
| Moneco Advisors, LLC | 0.03% | No change | 6,267 | $248K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $247K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 6,250 | $247K |
| Townsquare Capital LLC | 0.00% | New | 6,195 | $245K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -0.8% | 6,185 | $244K |
| Virtue Capital Management, LLC | 0.03% | New | 6,039 | $239K |
| Cozad Asset Management Inc. | 0.02% | New | 6,000 | $237K |
| PTM Wealth Management, LLC | 0.25% | — | 6,279 | $236K |
| Charter Research & Investment Group, Inc. | 0.18% | No change | 5,930 | $234K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -49.6% | 5,859 | $232K |
| Freestone Grove Partners LP | 0.00% | New | 5,811 | $230K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,599 | $230K |
| W.H. Cornerstone Investments Inc. | 0.16% | Reduce -16.2% | 5,727 | $226K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,688 | $225K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,606 | $222K |
| NorthRock Partners, LLC | 0.01% | New | 5,528 | $219K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.2% | 5,548 | $218K |
| Huntington National Bank | 0.00% | Add +2.7% | 5,483 | $217K |
| Profund Advisors LLC | 0.01% | Reduce -5.4% | 5,468 | $216K |
| TD Private Client Wealth LLC | 0.01% | No change | 5,461 | $216K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.5% | 5,477 | $215K |
| ICW Investment Advisors LLC | 0.09% | New | 5,430 | $215K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -18.0% | 5,409 | $214K |
| Glenview Trust Co | 0.00% | New | 5,392 | $213K |
| CI Investments Inc. | 0.00% | Add +1.8% | 5,351 | $212K |
| Certior Financial Group, LLC | 0.17% | New | 5,360 | $212K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 5,350 | $211K |
| Fortem Financial Group, LLC | 0.08% | New | 5,329 | $211K |
| Bar Harbor Wealth Management | 0.01% | New | 5,322 | $210K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,276 | $209K |
| EWG Elevate Inc. | 0.08% | New | 5,270 | $208K |
| Sowell Financial Services LLC | 0.01% | New | 5,247 | $207K |
| Ledgewood Wealth Advisors, LLC | 0.13% | New | 5,206 | $206K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 5,205 | $206K |
| MAI Capital Management | 0.00% | Reduce -2.3% | 5,200 | $206K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 5,179 | $205K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 5,128 | $203K |
| Equitable Holdings, Inc. | 0.00% | New | 5,105 | $202K |
| Private Trust Co. NA | 0.02% | Reduce -6.6% | 4,968 | $196K |
| Eastern Bank | 0.00% | Reduce -56.0% | 4,952 | $196K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,736 | $187K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -92.5% | 4,487 | $177K |
| Assetmark, Inc. | 0.00% | Reduce -6.7% | 4,362 | $172K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -55.6% | 4,300 | $170K |
| V-Square Quantitative Management LLC | 0.02% | Add +6.8% | 3,738 | $148K |
| Blume Capital Management, Inc. | 0.03% | No change | 3,547 | $140K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -12.9% | 3,362 | $133K |
| GAMMA Investing LLC | 0.01% | Reduce -32.2% | 3,352 | $133K |
| Shell Asset Management Co. | 0.01% | Add +54.5% | 3,349 | $132K |
| Quarry LP | 0.03% | Add +656.4% | 3,275 | $129K |
| Farther Finance Advisors, LLC | 0.00% | Add +220.3% | 3,248 | $128K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $124K |
| Whittier Trust Co. | 0.00% | Reduce -3.6% | 3,130 | $124K |
| Spire Wealth Management | 0.00% | No change | 3,075 | $122K |
| Trust Co. of Vermont | 0.01% | No change | 3,020 | $119K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -45.8% | 3,003 | $119K |
| Siemens Fonds Invest GmbH | 0.01% | New | 2,987 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +7.2% | 2,729 | $108K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,681 | $106K |
| Colonial Trust Co / SC | 0.02% | Reduce -5.4% | 2,641 | $104K |
| UMB Bank, n.a. | 0.00% | Add +465.4% | 2,612 | $103K |
| Fifth Third Bancorp | 0.00% | Reduce -31.1% | 2,598 | $103K |
| Crews Bank & Trust | 0.02% | No change | 2,473 | $98K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.7% | 2,407 | $95K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,338 | $92K |
| Vega Investment Solutions | 0.02% | New | 2,312 | $91K |
| Principal Securities, Inc. | 0.00% | Add +17.4% | 2,471 | $90K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -23.5% | 2,130 | $85K |
| Alpine Bank Wealth Management | 0.01% | — | 2,082 | $82K |
| Creative Financial Designs Inc. | 0.01% | Add +0.8% | 2,053 | $81K |
| Tower View Wealth Management LLC | 0.05% | Add +0.8% | 2,009 | $79K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.04% | Reduce -50.0% | 2,000 | $79K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,907 | $75K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -13.9% | 1,907 | $75K |
| Byrne Asset Management LLC | 0.07% | Add +1485.0% | 1,902 | $75K |
| POM Investment Strategies, LLC | 0.09% | New | 1,843 | $73K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,766 | $70K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,695 | $67K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $67K |
| Tompkins Financial Corp. | 0.01% | No change | 1,685 | $67K |
| Asset Dedication, LLC | 0.01% | No change | 1,677 | $66K |
| Stonebridge Financial Group, LLC | 0.01% | Add +0.3% | 1,665 | $66K |
| Colonial Trust Advisors | 0.01% | Reduce -0.1% | 1,625 | $64K |
| Old Second National Bank of Aurora | 0.01% | Reduce -0.8% | 1,600 | $63K |
| New Age Alpha Advisors, LLC | 0.00% | Add +24.7% | 1,531 | $61K |
| Clearstead Trust, LLC | 0.01% | No change | 1,500 | $59K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -5.0% | 1,483 | $58K |
| CoreCap Advisors, LLC | 0.00% | Add +2.8% | 1,472 | $58K |
| Bfsg, LLC | 0.01% | Add +22.1% | 1,453 | $57K |
| Truvestments Capital LLC | 0.01% | Add +27.6% | 1,406 | $56K |
| Brooklyn Investment Group | 0.01% | Add +101.8% | 1,360 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.4% | 1,320 | $52K |
| Citizens National Bank Trust Department | 0.01% | Reduce -41.9% | 1,250 | $49K |
| WASHINGTON TRUST Co | 0.00% | Reduce -57.3% | 1,250 | $49K |
| Riverview Trust Co | 0.05% | Reduce -2.0% | 1,154 | $46K |
| Orion Capital Management LLC | 0.02% | No change | 1,125 | $44K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 1,110 | $44K |
| CX Institutional | 0.00% | New | 1,062 | $42K |
| Quent Capital, LLC | 0.00% | No change | 1,030 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +59.5% | 1,024 | $40K |
| Blue Trust, Inc. | 0.00% | Add +37.5% | 976 | $39K |
| National Pension Service | 0.00% | Add +75.0% | 950 | $38K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $36K |
| American National Bank & Trust | 0.00% | New | 882 | $35K |
| Valley National Advisers Inc. | 0.01% | New | 850 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -16.1% | 826 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 825 | $33K |
| First Community Trust NA | 0.03% | No change | 802 | $32K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $32K |
| Headlands Technologies LLC | 0.00% | New | 777 | $31K |
| Addison Advisors LLC | 0.01% | No change | 771 | $30K |
| MCF Advisors LLC | 0.00% | No change | 753 | $30K |
| Piscataqua Savings Bank | 0.03% | No change | 750 | $30K |
| PEAK6 LLC | 0.00% | New | 748 | $30K |
| Kestra Investment Management, LLC | 0.00% | Add +110.5% | 724 | $29K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 720 | $28K |
| Bessemer Group Inc. | 0.00% | Reduce -54.8% | 707 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +25.1% | 708 | $28K |
| Princeton Global Asset Management LLC | 0.01% | No change | 705 | $28K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $26K |
| First PREMIER Bank | 0.01% | No change | 650 | $26K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.8% | 636 | $25K |
| Asset Planning,Inc | 0.02% | No change | 625 | $25K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +4.3% | 609 | $24K |
| Bangor Savings Bank | 0.00% | Add +0.9% | 578 | $23K |
| DT Investment Partners, LLC | 0.00% | No change | 564 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $22K |
| Arax Advisory Partners | 0.00% | Reduce -53.4% | 541 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.8% | 507 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $20K |
| Rise Advisors, LLC | 0.01% | New | 480 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +300.0% | 480 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 472 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.9% | 439 | $17K |
| Banque Cantonale Vaudoise | 0.00% | — | 442 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 424 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 423 | $17K |
| Global X Japan Co., Ltd. | 0.00% | New | 400 | $16K |
| City State Bank | 0.01% | No change | 380 | $15K |
| Robbins Farley | 0.01% | No change | 375 | $15K |
| Bank of New Hampshire | 0.00% | No change | 375 | $15K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 390 | $15K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 374 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.4% | 371 | $15K |
| Concord Wealth Partners | 0.00% | Add +0.8% | 355 | $14K |
| Covestor Ltd | 0.01% | Add +15.4% | 360 | $14K |
| New Millennium Group LLC | 0.01% | Add +0.6% | 346 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 334 | $13K |
| SVB Wealth LLC | 0.00% | New | 326 | $13K |
| Hemington Wealth Management | 0.00% | Add +33.8% | 321 | $12K |
| CNB Bank | 0.01% | No change | 300 | $12K |
| NewSquare Capital LLC | 0.00% | Add +2554.6% | 292 | $12K |
| Financial Connections Group, Inc. | 0.00% | No change | 300 | $11K |
| Leonteq Securities AG | 0.00% | Add +15.6% | 275 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 262 | $10K |
| Montag & Caldwell, LLC | 0.00% | No change | 250 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 250 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -1.2% | 242 | $10K |
| Darwin Wealth Management, LLC | 0.00% | No change | 225 | $8K |
| Trust Co | 0.00% | New | 200 | $8K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +85.0% | 185 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $7K |
| Bokf, NA | 0.00% | No change | 177 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 175 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 174 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 167 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Add +19.4% | 160 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| AlphaQuest LLC | 0.00% | New | 152 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 160 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 140 | $6K |
| Copia Wealth Management | 0.01% | No change | 138 | $5K |
| Ameriflex Group, Inc. | 0.00% | New | 126 | $5K |
| SWAN Capital LLC | 0.00% | No change | 125 | $5K |
| Saudi Central Bank | 0.02% | New | 103 | $4K |
| WealthCollab, LLC | 0.00% | New | 92 | $4K |
| Larson Financial Group LLC | 0.00% | Add +1620.0% | 86 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 85 | $3K |
| SouthState Bank Corp | 0.00% | New | 75 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -94.3% | 69 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 65 | $3K |
| Sachetta, LLC | 0.00% | Add +88.2% | 64 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 60 | $2K |
| Sandy Spring Bank | 0.00% | Reduce -64.6% | 58 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 51 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 50 | $2K |
| Synergy Investment Management, LLC | 0.00% | No change | 50 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 46 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 44 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 39 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 33 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +10.7% | 31 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +233.3% | 30 | $1K |
| Mather Group, Llc. | 0.00% | No change | 27 | $1K |
| NFSG Corp | 0.00% | Reduce -90.5% | 26 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 33 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 20 | $791 |
| Principia Wealth Advisory, LLC | 0.00% | Add +1900.0% | 20 | $755 |
| Rossby Financial, LCC | 0.00% | New | 18 | $722 |
| Cromwell Holdings LLC | 0.00% | New | 18 | $712 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 18 | $712 |
| Cornerstone Planning Group LLC | 0.00% | New | 15 | $614 |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $553 |
| MV Capital Management, Inc. | 0.00% | Reduce -25.0% | 12 | $475 |
| WealthTrak Capital Management LLC | 0.00% | New | 10 | $396 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +60.0% | 8 | $316 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -50.0% | 4 | $316 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 7 | $276 |
| HFM Investment Advisors, LLC | 0.00% | — | 6 | $238 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $159 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $119 |
| Rosenberg Matthew Hamilton | 0.00% | New | 3 | $119 |
| True Wealth Design, LLC | 0.00% | Reduce -86.7% | 2 | $80 |
| Rakuten Securities, Inc. | 0.00% | Reduce -66.7% | 1 | $40 |
| Winthrop Capital Management, LLC | 0.00% | No change | 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.