Essential UtilitiesWTRG
13F holders, Q2 2025 (June 30)682holders +4
70new positions
66sold out
9famous investors
$37.17avg. 13F price*
At the end of Q2 2025, 682 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 4 from Q1 2025. 70 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.1B) and State Street Corp. ($481.0M). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $145.7M |
| Exits | 66 | $93.3M |
All 13F filers, Q1 2025 → Q2 2025: 19,633,807 shares bought and 19,415,742 shares sold, net +218,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 682 holders
| BlackRock, Inc. | 0.02% | Add +4.7% | 34,221,385 | $1.3B |
| Vanguard Group Inc. | 0.02% | Add +2.3% | 30,407,634 | $1.1B |
| State Street Corp. | 0.02% | Reduce -1.5% | 12,950,256 | $481.0M |
| Canada Pension Plan Investment Board | 0.37% | Reduce -46.2% | 11,661,095 | $433.1M |
| Nordea Investment Management AB | 0.24% | Reduce -3.0% | 7,150,259 | $263.6M |
| Amundi | 0.08% | Add +2.7% | 5,637,022 | $219.0M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -18.3% | 5,339,428 | $198.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 4,734,532 | $175.3M |
| First Trust Advisors LP | 0.12% | Add +0.0% | 4,158,376 | $154.4M |
| Invesco Ltd. | 0.02% | Reduce -0.5% | 3,502,380 | $130.1M |
| Legal & General Group Plc | 0.03% | Add +4.1% | 3,488,920 | $129.6M |
| Morgan Stanley | 0.01% | Add +2.4% | 3,320,442 | $123.3M |
| Northern Trust Corp. | 0.02% | Reduce -6.4% | 3,013,141 | $111.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +17.0% | 2,852,839 | $106.0M |
| Citadel Advisors | 0.09% | Add +823.7% | 2,820,091 | $104.7M |
| Norges Bank | 0.01% | Add +23.4% | 2,755,714 | $102.3M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 2,679,144 | $99.5M |
| Macquarie Group Ltd. | 0.12% | Add +13.9% | 2,664,876 | $99.0M |
| Boston Trust Walden Corp | 0.67% | Add +2.8% | 2,544,883 | $94.5M |
| CBRE Investment Management Listed Real Assets LLC | 1.34% | Add +8.9% | 2,360,631 | $87.7M |
| Duff & Phelps Investment Management Co. | 0.94% | Reduce -11.2% | 2,142,795 | $79.6M |
| Tandem Investment Advisors, Inc. | 2.69% | Add +1.2% | 2,070,162 | $76.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.4% | 2,032,362 | $75.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.3% | 2,000,589 | $74.3M |
| Ensign Peak Advisors, Inc | 0.12% | Add +9.2% | 1,825,959 | $67.8M |
| FIL Ltd | 0.06% | Reduce -27.4% | 1,757,701 | $65.3M |
| Empower Advisory Group, LLC | 0.19% | Add +1.5% | 1,711,008 | $63.5M |
| Allianz Asset Management GmbH | 0.08% | Add +1.1% | 1,647,146 | $61.2M |
| UBS Group AG | 0.01% | Reduce -4.5% | 1,553,976 | $57.7M |
| Bank of America Corp. | 0.00% | Add +73.2% | 1,336,424 | $49.6M |
| Balyasny Asset Management L.P. | 0.11% | Add +1572.4% | 1,271,201 | $47.2M |
| Epoch Investment Partners, Inc. | 0.23% | Add +0.6% | 1,185,401 | $44.0M |
| Point72 Asset Management | 0.11% | Add +11.7% | 1,152,652 | $42.8M |
| Franklin Resources Inc. | 0.01% | Add +9.4% | 1,150,803 | $42.7M |
| FMR LLC | 0.00% | Add +213.3% | 1,006,252 | $37.4M |
| California Public Employees Retirement System | 0.02% | Reduce -9.9% | 1,003,032 | $37.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.43% | Add +18.4% | 900,380 | $33.4M |
| Rhumbline Advisers | 0.03% | Add +2.6% | 873,326 | $32.4M |
| Royal Bank of Canada | 0.01% | Add +72.0% | 857,773 | $31.9M |
| ProShare Advisors LLC | 0.06% | Reduce -11.0% | 830,786 | $30.9M |
| California State Teachers Retirement System | 0.03% | Reduce -14.5% | 804,835 | $29.9M |
| Millennium Management | 0.03% | Add +1730.9% | 795,816 | $29.6M |
| Swiss National Bank | 0.02% | Add +7.7% | 792,300 | $29.4M |
| GW&K Investment Management, LLC | 0.24% | Reduce -2.0% | 716,387 | $26.6M |
| AQR Capital Management | 0.02% | Add +851.4% | 717,716 | $26.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.5% | 703,369 | $26.1M |
| Energy Income Partners, LLC | 0.50% | Reduce -5.2% | 683,391 | $25.4M |
| Ghisallo Capital Management LLC | 0.64% | New | 642,030 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.0% | 635,788 | $23.6M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 611,629 | $22.7M |
| Jane Street Group, LLC | 0.04% | Add +120.1% | 595,615 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.6% | 592,167 | $22.0M |
| Deutsche Bank AG | 0.01% | Reduce -19.5% | 574,586 | $21.3M |
| New York State Common Retirement Fund | 0.03% | Add +1.2% | 569,985 | $21.2M |
| Verition Fund Management LLC | 0.13% | Add +11.7% | 565,517 | $21.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +13.0% | 546,214 | $20.3M |
| Gabelli Funds LLC | 0.15% | Reduce -1.1% | 545,350 | $20.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.3% | 543,918 | $20.2M |
| Nuveen, LLC | 0.01% | Reduce -16.7% | 537,707 | $20.0M |
| Beck Bode, LLC | 3.06% | New | 486,990 | $18.1M |
| Greenland Capital Management LP | 2.33% | Add +155.9% | 465,810 | $17.3M |
| Flputnam Investment Management Co. | 0.29% | Add +425.8% | 449,958 | $16.7M |
| Weiss Asset Management LP | 0.30% | New | 434,672 | $16.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 425,000 | $15.8M |
| Aventail Capital Group, LP | 0.68% | Reduce -56.1% | 413,673 | $15.4M |
| Thematics Asset Management | 0.69% | Reduce -6.8% | 412,726 | $15.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.5% | 398,459 | $14.8M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 396,797 | $14.7M |
| Aviva PLC | 0.03% | Reduce -54.8% | 379,195 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 377,675 | $14.0M |
| Jones Financial Companies LLLP | 0.01% | Add +18.5% | 375,929 | $13.9M |
| Swedbank AB | 0.02% | Add +1.0% | 372,231 | $13.8M |
| Deprince Race & Zollo Inc. | 0.28% | Reduce -1.7% | 369,078 | $13.7M |
| Retirement Systems of Alabama | 0.05% | Add +2.2% | 359,325 | $13.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +7.4% | 356,845 | $13.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -0.3% | 353,836 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 339,957 | $12.6M |
| Barclays PLC | 0.01% | Reduce -0.6% | 339,664 | $12.6M |
| Gotham Asset Management | 0.08% | Add +235.1% | 338,599 | $12.6M |
| Candriam S.C.A. | 0.07% | Reduce -3.4% | 322,070 | $12.0M |
| BNP Paribas Financial Markets | 0.01% | Add +88.6% | 311,153 | $11.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.5% | 302,223 | $11.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.1% | 285,635 | $10.6M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 283,500 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +9.7% | 275,906 | $10.2M |
| Cubist Systematic Strategies, LLC | 0.11% | New | 275,624 | $10.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.0% | 271,003 | $10.1M |
| John G Ullman & Associates Inc. | 1.47% | Add +1.9% | 266,002 | $9.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +66.5% | 265,997 | $9.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.48% | Reduce -8.6% | 260,847 | $9.7M |
| Maryland State Retirement & Pension System | 0.20% | Add +8.8% | 245,821 | $9.1M |
| KLP Kapitalforvaltning As | 0.04% | Add +0.1% | 239,500 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +14.7% | 238,155 | $8.8M |
| Janus Henderson Group PLC | 0.00% | Add +3038.6% | 233,166 | $8.7M |
| Tudor Investment Corporation | 0.06% | New | 229,143 | $8.5M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | New | 226,125 | $8.4M |
| Holocene Advisors, LP | 0.02% | Add +24.4% | 223,538 | $8.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.2% | 221,852 | $8.2M |
| Abn Amro Investment Solutions | 0.16% | Reduce -6.7% | 220,504 | $8.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.1% | 212,730 | $7.9M |
| Danske Bank A/S | 0.02% | Add +5.5% | 211,815 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.8% | 207,742 | $7.7M |
| Cambiar Investors LLC | 0.32% | Reduce -15.8% | 205,748 | $7.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.84% | Add +1.6% | 203,603 | $7.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.9% | 201,888 | $7.5M |
| Storebrand Asset Management As | 0.02% | Add +16.2% | 199,506 | $7.4M |
| Magellan Asset Management Ltd | 0.08% | Reduce -0.5% | 199,359 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.0% | 199,208 | $7.4M |
| Creative Planning | 0.01% | Add +148.7% | 197,391 | $7.3M |
| Allworth Financial LP | 0.03% | Add +1.8% | 192,104 | $7.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 183,699 | $6.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +1.1% | 181,709 | $6.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +4.5% | 176,159 | $6.5M |
| Zimmer Partners, LP | 0.15% | New | 175,000 | $6.5M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.3% | 167,390 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +9.8% | 164,675 | $6.1M |
| Wills Financial Group LLC | 2.60% | Add +3.9% | 161,408 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +27.1% | 160,894 | $6.0M |
| APG Asset Management N.V. | 0.02% | Reduce -5.4% | 183,281 | $5.8M |
| Aberdeen Group plc | 0.01% | Add +4.4% | 157,084 | $5.8M |
| Assenagon Asset Management S.A. | 0.01% | Add +59.2% | 153,550 | $5.7M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.3% | 152,621 | $5.7M |
| TD Asset Management Inc | 0.00% | Reduce -3.8% | 147,976 | $5.5M |
| Atom Investors LP | 0.49% | Add +2.8% | 147,774 | $5.5M |
| AXA S.A. | 0.02% | Add +5.1% | 147,341 | $5.5M |
| Bank of Montreal | 0.00% | Reduce -2.2% | 146,873 | $5.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -63.0% | 143,325 | $5.3M |
| NFJ Investment Group, LLC | 0.18% | Reduce -19.3% | 142,446 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.5% | 141,908 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +10.4% | 139,484 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.8% | 139,175 | $5.2M |
| Korea Investment CORP | 0.01% | Add +226.7% | 135,329 | $5.0M |
| SG Americas Securities, LLC | 0.02% | Reduce -47.1% | 134,214 | $5.0M |
| Renaissance Technologies | 0.01% | New | 132,469 | $4.9M |
| SummitTX Capital, L.P. | 0.22% | Add +21.3% | 132,323 | $4.9M |
| Hamilton Point Investment Advisors, LLC | 0.80% | Reduce -2.0% | 131,025 | $4.9M |
| Trexquant Investment LP | 0.05% | Add +218.8% | 129,517 | $4.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +11.8% | 128,748 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -1.4% | 128,260 | $4.8M |
| American Century Companies Inc. | 0.00% | Reduce -0.0% | 126,620 | $4.7M |
| Tredje AP-fonden | 0.04% | No change | 126,304 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 124,861 | $4.6M |
| AMF Tjanstepension AB | 0.03% | Add +17.6% | 124,096 | $4.6M |
| Hennessy Advisors Inc. | 0.15% | Reduce -27.2% | 122,200 | $4.5M |
| Amalgamated Bank | 0.03% | Add +2.3% | 118,513 | $4.4M |
| State of Tennessee, Department of Treasury | 0.02% | Add +24.4% | 117,929 | $4.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -5.3% | 116,349 | $4.3M |
| HM Payson & Co. | 0.07% | Add +0.3% | 116,338 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.4% | 113,559 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Add +26.9% | 110,849 | $4.1M |
| Toth Financial Advisory Corp. | 0.48% | Add +18.9% | 110,295 | $4.1M |
| Coston, McIsaac & Partners | 1.05% | Add +1.2% | 109,494 | $4.1M |
| First National Bank & Trust Co. of Newtown | 0.80% | Reduce -1.8% | 107,964 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 107,405 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +15.3% | 105,243 | $3.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.1% | 103,917 | $3.9M |
| South Dakota Investment Council | 0.07% | No change | 103,006 | $3.8M |
| Costello Asset Management, INC | 1.42% | Reduce -2.4% | 101,844 | $3.8M |
| AdvisorNet Financial, Inc | 0.24% | Add +0.0% | 101,536 | $3.8M |
| Brown Advisory Inc. | 0.00% | Reduce -2.0% | 101,023 | $3.8M |
| BTG Pactual Asset Management US LLC | 0.50% | New | 99,486 | $3.7M |
| Swiss Life Asset Management Ltd | 0.02% | Add +197.9% | 98,538 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.1% | 97,889 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.8% | 96,736 | $3.6M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +4.2% | 96,200 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 95,978 | $3.6M |
| Jefferies Financial Group Inc. | 0.06% | Add +163.1% | 95,235 | $3.5M |
| Glenmede Investment Management, LP | 0.02% | — | 94,966 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -58.4% | 92,733 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.0% | 89,736 | $3.3M |
| Point72 Hong Kong Ltd | 0.22% | Add +513.7% | 86,414 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +10.4% | 85,573 | $3.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -0.5% | 82,926 | $3.1M |
| Toronto Dominion Bank | 0.01% | Add +76.3% | 80,904 | $3.0M |
| ASR Vermogensbeheer N.V. | 0.04% | Add +378.6% | 79,987 | $3.0M |
| Texas Yale Capital Corp. | 0.10% | No change | 79,233 | $2.9M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.3% | 78,813 | $2.9M |
| Agf Management Ltd. | 0.01% | New | 78,564 | $2.9M |
| Jacobi Capital Management LLC | 0.19% | Add +6.8% | 78,019 | $2.9M |
| Comerica Bank | 0.01% | Reduce -1.0% | 77,606 | $2.9M |
| HSBC Holdings PLC | 0.00% | Reduce -6.1% | 77,342 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +7.5% | 76,777 | $2.9M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 76,504 | $2.8M |
| Alps Advisors Inc. | 0.02% | Reduce -0.7% | 76,274 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 75,984 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -57.7% | 75,924 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.6% | 74,670 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +2.5% | 72,600 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 71,819 | $2.7M |
| Quantinno Capital Management LP | 0.01% | Add +114.3% | 71,428 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -68.2% | 71,124 | $2.6M |
| Campbell & CO Investment Adviser LLC | 0.17% | Add +9.2% | 70,943 | $2.6M |
| Aurora Investment Counsel | 1.38% | Add +1.7% | 70,592 | $2.6M |
| IFM Investors Pty Ltd | 0.02% | Reduce -5.8% | 69,999 | $2.6M |
| State of Michigan Retirement System | 0.01% | Add +2.2% | 69,371 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +0.5% | 69,361 | $2.6M |
| Alpine Woods Capital Investors, LLC | 0.60% | Add +6.7% | 67,629 | $2.5M |
| Mariner, LLC | 0.00% | Add +26.4% | 67,460 | $2.5M |
| Kennedy Capital Management LLC | 0.06% | Reduce -5.3% | 66,334 | $2.5M |
| Benedict Financial Advisors Inc. | 0.56% | Reduce -10.8% | 66,026 | $2.5M |
| Covea Finance | 0.09% | Add +90.7% | 65,800 | $2.4M |
| Ostrum Asset Management | 0.11% | Add +285.6% | 65,747 | $2.4M |
| LBP Am SA | 0.03% | No change | 64,233 | $2.4M |
| Forsta Ap-Fonden | 0.02% | Reduce -8.7% | 64,200 | $2.4M |
| Exchange Traded Concepts, LLC | 0.03% | Add +1.0% | 64,102 | $2.4M |
| Gateway Investment Advisers LLC | 0.03% | Add +826.4% | 64,058 | $2.4M |
| Arcadia Investment Management Corp. | 0.37% | Reduce -1.5% | 62,200 | $2.3M |
| Stephens Inc. | 0.03% | Add +0.1% | 61,056 | $2.3M |
| Trillium Asset Management, LLC | 0.06% | Reduce -4.5% | 60,825 | $2.3M |
| DNB Asset Management AS | 0.01% | Reduce -3.4% | 60,549 | $2.2M |
| Natixis | 0.01% | New | 59,240 | $2.2M |
| Aquatic Capital Management LLC | 0.04% | Add +570.2% | 59,119 | $2.2M |
| CenterBook Partners LP | 0.12% | Add +408.6% | 58,896 | $2.2M |
| RWC Asset Management LLP | 0.14% | No change | 58,349 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +2.5% | 57,584 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.2% | 57,212 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +111.6% | 53,820 | $2.1M |
| BLB&B Advisors, LLC | 0.10% | Reduce -3.0% | 55,123 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +12.5% | 53,691 | $2.0M |
| Bridgewater Advisors Inc. | 0.15% | Add +1.2% | 54,423 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +4.2% | 53,301 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.1% | 52,474 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +226.8% | 52,246 | $1.9M |
| Synergy Asset Management, LLC | 0.22% | Reduce -59.7% | 51,878 | $1.9M |
| Yaupon Capital Management LP | 0.12% | New | 50,000 | $1.9M |
| Polymer Capital Management (US) LLC | 0.30% | New | 48,940 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 48,800 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.71% | Reduce -0.8% | 47,978 | $1.8M |
| Shelton Capital Management | 0.04% | Reduce -3.7% | 47,676 | $1.8M |
| First National Corp. /Ma/ | 0.36% | Reduce -22.2% | 47,548 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.2% | 47,379 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -14.2% | 46,014 | $1.7M |
| Xponance LLC | 0.01% | Add +5.1% | 44,642 | $1.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | Add +1202.5% | 43,789 | $1.6M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -7.9% | 43,572 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.3% | 42,865 | $1.6M |
| Utah Retirement Systems | 0.02% | Add +2.4% | 42,692 | $1.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -17.5% | 41,168 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +36.1% | 41,051 | $1.5M |
| iSAM Funds (UK) Ltd | 0.33% | Add +178.3% | 41,012 | $1.5M |
| Radnor Capital Management, LLC | 0.24% | No change | 41,020 | $1.5M |
| M&T Bank Corp | 0.01% | Add +4.5% | 40,962 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.0% | 40,625 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +0.7% | 39,954 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +4.2% | 39,740 | $1.5M |
| OP Asset Management Ltd | 0.02% | Reduce -45.0% | 39,554 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +171.3% | 38,759 | $1.4M |
| Agp Franklin, LLC | 0.76% | Add +187.5% | 38,510 | $1.4M |
| Generali Asset Management SPA SGR | 0.03% | Add +3.8% | 37,745 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +12.0% | 37,729 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.8% | 37,251 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 37,070 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +12.3% | 36,572 | $1.4M |
| Man Group plc | 0.00% | New | 35,999 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.8% | 35,792 | $1.3M |
| Investors Research Corp | 0.26% | No change | 35,350 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -48.4% | 34,989 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 34,514 | $1.3M |
| Secure Asset Management, LLC | 0.24% | Reduce -34.3% | 34,463 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -16.4% | 34,064 | $1.3M |
| Oxford Asset Management LLP | 0.41% | New | 33,680 | $1.3M |
| Wexford Capital LP | 0.35% | New | 33,564 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -26.5% | 33,005 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.4% | 32,936 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.8% | 32,643 | $1.2M |
| Northwest & Ethical Investments L.P. | 0.03% | No change | 32,627 | $1.2M |
| Addison Capital Co | 0.42% | Reduce -2.7% | 32,234 | $1.2M |
| Pathway Financial Advisers, LLC | 0.39% | Reduce -3.4% | 32,181 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +11.9% | 31,085 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 30,380 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.5% | 29,905 | $1.1M |
| Raiffeisen Bank International AG | 0.02% | Reduce -2.2% | 29,547 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +89.5% | 29,471 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.9% | 29,398 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -4.4% | 29,033 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.2% | 29,033 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +76.9% | 29,011 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.4% | 28,916 | $1.1M |
| Spirit of America Management Corp. | 0.22% | Add +20.1% | 28,350 | $1.1M |
| TFG Advisers LLC | 0.36% | Reduce -2.0% | 28,182 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Reduce -2.5% | 27,923 | $1.0M |
| Philadelphia Trust Co. | 0.08% | No change | 27,630 | $1.0M |
| Two Sigma Investments, LP | 0.00% | New | 27,255 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -3.0% | 26,816 | $996K |
| Truist Financial Corp. | 0.00% | Add +22.8% | 26,742 | $993K |
| Cullen Capital Management, LLC | 0.01% | No change | 26,704 | $992K |
| Lee Financial Co | 0.14% | Add +10.4% | 26,666 | $990K |
| New York Life Investment Management LLC | 0.01% | Reduce -12.9% | 26,620 | $989K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +0.1% | 26,457 | $983K |
| CENTRAL TRUST Co | 0.02% | Add +0.7% | 26,426 | $981K |
| apricus wealth, LLC | 0.57% | No change | 26,262 | $975K |
| Rodgers Brothers Inc. | 0.12% | Reduce -62.5% | 26,163 | $972K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.8% | 26,161 | $972K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.1% | 26,104 | $970K |
| Blackhill Capital Inc. | 0.06% | No change | 26,041 | $967K |
| Focus Partners Wealth | 0.00% | Add +15.6% | 25,811 | $959K |
| Sterling Investment Advisors, Ltd. | 0.21% | Reduce -7.3% | 25,808 | $959K |
| Vise Technologies, Inc. | 0.04% | — | 25,802 | $958K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.9% | 25,724 | $955K |
| Brevan Howard Capital Management LP | 0.01% | New | 24,843 | $923K |
| Community Bank, N.A. | 0.12% | Add +3.3% | 24,706 | $917K |
| Jain Global LLC | 0.01% | New | 24,612 | $914K |
| Haverford Trust Co | 0.01% | Reduce -1.8% | 24,095 | $895K |
| Blair William & Co. | 0.00% | Add +3.8% | 24,011 | $892K |
| CoreCommodity Management, LLC | 0.15% | Reduce -65.2% | 23,996 | $891K |
| Lido Advisors, LLC | 0.00% | Reduce -11.7% | 23,967 | $890K |
| Resolution Capital Ltd | 0.02% | Reduce -35.5% | 23,844 | $886K |
| Key Financial Inc | 0.18% | Add +0.2% | 23,718 | $881K |
| Ethic Inc. | 0.02% | Reduce -61.5% | 23,681 | $874K |
| D. E. Shaw & Co. | 0.00% | New | 23,421 | $870K |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 23,256 | $864K |
| Godshalk Welsh Capital Management, Inc. | 0.53% | Reduce -8.8% | 22,961 | $853K |
| Carnegie Investment Counsel | 0.02% | Add +0.2% | 22,033 | $818K |
| Prelude Capital Management, LLC | 0.08% | Add +143.4% | 21,690 | $806K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.5% | 21,431 | $796K |
| Holos Integrated Wealth LLC | 0.48% | No change | 20,455 | $793K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -1.4% | 21,313 | $792K |
| Aspire Private Capital, LLC | 0.18% | No change | 21,176 | $786K |
| EntryPoint Capital, LLC | 0.39% | New | 21,126 | $785K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.0% | 20,542 | $763K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 20,364 | $756K |
| Bank of Nova Scotia | 0.00% | Add +99.5% | 19,776 | $734K |
| Securian Asset Management, Inc. | 0.02% | Add +2.8% | 19,641 | $729K |
| Rothschild Investment LLC | 0.05% | Add +1.1% | 19,524 | $725K |
| Atria Investments, Inc | 0.01% | New | 19,350 | $719K |
| Manchester Capital Management LLC | 0.09% | Reduce -4.3% | 19,186 | $713K |
| Twinbeech Capital LP | 0.02% | Add +76.9% | 19,035 | $707K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 18,975 | $705K |
| GMO | 0.00% | Add +1.4% | 18,930 | $703K |
| Quadrant Capital Group LLC | 0.02% | Add +5.8% | 18,480 | $686K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.9% | 18,370 | $682K |
| Sterling Capital Management LLC | 0.01% | Add +31.1% | 18,347 | $681K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.8% | 18,084 | $672K |
| Vinva Investment Management Ltd | 0.02% | Add +149.6% | 18,036 | $666K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.1% | 17,816 | $662K |
| Blossom Wealth Management | 1.16% | Add +0.4% | 17,685 | $657K |
| KBC Group NV | 0.00% | Reduce -23.9% | 17,554 | $652K |
| Fiduciary Trust Co | 0.01% | Reduce -26.7% | 17,430 | $647K |
| Inspire Advisors, LLC | 0.07% | New | 17,430 | $647K |
| Continuum Advisory, LLC | 0.08% | Add +0.3% | 17,373 | $645K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $642K |
| Simplex Trading, LLC | 0.02% | Reduce -9.1% | 17,295 | $642K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.4% | 16,984 | $631K |
| CIBC Asset Management Inc | 0.00% | Add +17.1% | 16,646 | $618K |
| QRG Capital Management, Inc. | 0.01% | Add +13.7% | 16,625 | $617K |
| Tidal Investments LLC | 0.00% | New | 16,361 | $608K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.2% | 16,359 | $608K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -26.6% | 16,316 | $606K |
| Inceptionr LLC | 0.14% | Add +104.4% | 16,115 | $599K |
| Ingalls & Snyder LLC | 0.02% | Add +19.6% | 16,103 | $598K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | No change | 16,089 | $598K |
| Praxis Investment Management Inc. | 0.04% | Reduce -32.5% | 15,970 | $593K |
| Westerkirk Capital Inc. | 0.07% | — | 15,900 | $591K |
| First Pacific Financial | 0.09% | Reduce -7.8% | 15,702 | $583K |
| Cwm, LLC | 0.00% | Add +33.5% | 15,687 | $583K |
| Peoples Bank | 0.39% | Reduce -0.5% | 15,586 | $579K |
| AG2R La Mondiale Gestion D'actifs | 0.03% | No change | 15,521 | $576K |
| Loudon Investment Management, LLC | 0.32% | No change | 15,463 | $574K |
| US Bancorp \de | 0.00% | Add +6.6% | 15,179 | $564K |
| Keybank National Association | 0.00% | Add +2.8% | 15,130 | $562K |
| Everett Harris & Co. | 0.01% | No change | 15,000 | $557K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.8% | 14,760 | $548K |
| Inspire Investing, LLC | 0.06% | Add +80.1% | 14,647 | $544K |
| Resurgent Financial Advisors LLC | 0.29% | No change | 14,413 | $535K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -4.1% | 14,412 | $535K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 14,336 | $532K |
| Choreo, LLC | 0.01% | Add +1.0% | 14,170 | $526K |
| 111 Capital | 0.09% | New | 13,984 | $519K |
| Rowlandmiller & Partners.adv | 0.10% | No change | 13,617 | $506K |
| Red Door Wealth Management, LLC | 0.06% | No change | 13,523 | $502K |
| Brighton Jones LLC | 0.01% | Reduce -25.6% | 13,483 | $501K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 13,313 | $494K |
| Mitchell Sinkler & Starr | 0.23% | Reduce -5.3% | 13,167 | $489K |
| Mediolanum International Funds Ltd | 0.01% | Add +17.4% | 13,118 | $484K |
| M&G PLC | 0.00% | No change | 13,025 | $482K |
| Meeder Advisory Services, Inc. | 0.02% | Add +14.4% | 12,960 | $481K |
| Metis Global Partners, LLC | 0.01% | New | 12,932 | $480K |
| ELCO Management Co., LLC | 0.25% | Reduce -12.1% | 12,896 | $479K |
| First Citizens Bank & Trust Co. | 0.01% | New | 12,749 | $473K |
| Clean Yield Group | 0.14% | No change | 12,729 | $473K |
| Nomura Holdings Inc. | 0.00% | Add +5.6% | 12,693 | $471K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 12,661 | $470K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -68.8% | 12,543 | $466K |
| Compound Planning, Inc. | 0.02% | Add +9.3% | 12,531 | $465K |
| XTX Topco Ltd | 0.02% | Reduce -71.5% | 12,510 | $465K |
| Oak Thistle LLC | 0.07% | Reduce -56.2% | 12,488 | $464K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.9% | 12,341 | $458K |
| Ieq Capital, LLC | 0.00% | Add +0.5% | 12,333 | $458K |
| Quaker Wealth Management, LLC | 0.15% | — | 12,259 | $455K |
| Pullen Investment Management, LLC | 0.27% | Reduce -1.2% | 12,139 | $451K |
| Capital Market Strategies LLC | 0.31% | Reduce -14.2% | 12,100 | $449K |
| AE Wealth Management LLC | 0.00% | Add +17.7% | 12,070 | $448K |
| WealthTrust Axiom LLC | 0.13% | No change | 12,048 | $447K |
| Gitterman Wealth Management, LLC | 0.10% | Add +3.9% | 11,961 | $444K |
| Royal London Asset Management Ltd. | 0.00% | No change | 11,785 | $438K |
| Independent Advisor Alliance | 0.01% | Add +9.1% | 11,782 | $438K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.2% | 11,711 | $435K |
| Bernardo Wealth Planning LLC | 0.09% | Add +2.6% | 11,626 | $432K |
| Farmers Trust Co. | 0.08% | No change | 11,493 | $427K |
| Sciencast Management LP | 0.09% | New | 11,349 | $422K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +97.1% | 11,209 | $416K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -27.3% | 11,154 | $414K |
| SS&H Financial Advisors, Inc. | 0.14% | No change | 11,074 | $411K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +21.9% | 11,054 | $411K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 11,052 | $410K |
| Gsa Capital Partners LLP | 0.03% | New | 10,981 | $408K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 10,965 | $407K |
| Cibc World Markets Corp. | 0.00% | Reduce -8.2% | 10,900 | $405K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +34.4% | 10,807 | $401K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -10.7% | 10,740 | $399K |
| Two Sigma Advisers, LP | 0.00% | New | 10,600 | $394K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 10,453 | $388K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.0% | 10,210 | $379K |
| Prudential PLC | 0.00% | No change | 10,110 | $375K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -5.2% | 10,062 | $374K |
| Verus Wealth Management, LLC | 0.38% | Add +0.8% | 10,051 | $373K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 9,901 | $368K |
| Alan B Lancz & Associates, Inc. | 0.36% | New | 9,684 | $360K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +4.5% | 9,680 | $360K |
| Commerce Bank | 0.00% | Add +5.5% | 9,597 | $356K |
| Glen Eagle Advisors, LLC | 0.05% | Add +0.0% | 9,427 | $350K |
| Mendel Money Management | 0.15% | Add +1.1% | 9,390 | $349K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 9,312 | $346K |
| DRW Securities, LLC | 0.02% | New | 9,229 | $345K |
| Vestcor Inc | 0.01% | Reduce -18.1% | 9,259 | $344K |
| Groupe la Francaise | 0.01% | New | 9,167 | $340K |
| Bridgefront Capital, LLC | 0.09% | Reduce -50.3% | 9,150 | $340K |
| Allianz SE | 0.01% | Reduce -18.9% | 9,037 | $336K |
| Procyon Advisors, LLC | 0.03% | Reduce -4.4% | 8,746 | $325K |
| First Affirmative Financial Network | 0.17% | Reduce -7.2% | 8,734 | $324K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -10.9% | 8,711 | $324K |
| CW Advisors, LLC | 0.00% | New | 8,671 | $322K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 8,515 | $316K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.3% | 8,492 | $315K |
| Intrua Financial, LLC | 0.04% | Reduce -22.3% | 8,282 | $308K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 8,244 | $306K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.8% | 8,153 | $303K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 8,114 | $301K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 8,100 | $301K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 8,077 | $300K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.11% | No change | 8,035 | $298K |
| Apella Capital, LLC | 0.01% | Add +2.2% | 8,087 | $298K |
| Signaturefd, LLC | 0.01% | Add +3.1% | 7,863 | $292K |
| Phoenix Financial Ltd. | 0.00% | Reduce -6.7% | 7,858 | $292K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,839 | $291K |
| Shell Asset Management Co. | 0.01% | Add +133.5% | 7,821 | $290K |
| GSG Advisors LLC | 0.08% | No change | 7,797 | $290K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $280K |
| Johnson Investment Counsel Inc. | 0.00% | Add +5.4% | 7,488 | $278K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,484 | $278K |
| Lindenwold Advisors, INC | 0.14% | Reduce -0.5% | 7,462 | $277K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -6.7% | 7,385 | $274K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -2.0% | 7,103 | $264K |
| Providence Wealth Advisors, LLC | 0.18% | No change | 6,835 | $262K |
| Seeds Investor LLC | 0.06% | Reduce -19.0% | 6,999 | $260K |
| Glenview Trust Co | 0.00% | Add +29.4% | 6,978 | $259K |
| Marex Group Ltd | 0.00% | New | 6,960 | $258K |
| Cetera Trust Company, N.A | 0.15% | Add +9.4% | 6,920 | $257K |
| Farther Finance Advisors, LLC | 0.01% | Add +112.7% | 6,908 | $257K |
| Anchor Investment Management, LLC | 0.02% | Add +5.0% | 6,848 | $254K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,790 | $252K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | Reduce -1.2% | 6,750 | $251K |
| Kennedy Investment Group, Inc. | 0.11% | Add +0.3% | 6,750 | $251K |
| Archer Investment Corp | 0.06% | Add +0.0% | 6,684 | $248K |
| &partners | 0.00% | New | 6,630 | $247K |
| Ascent Group, LLC | 0.01% | No change | 6,593 | $245K |
| STRS Ohio | 0.00% | New | 6,588 | $245K |
| PharVision Advisers, LLC | 0.35% | New | 6,535 | $243K |
| Sigma Planning Corp | 0.01% | Reduce -0.0% | 6,506 | $242K |
| Equitable Holdings, Inc. | 0.00% | Add +26.9% | 6,476 | $241K |
| Investment Management Corp of Ontario | 0.00% | Reduce -13.5% | 6,421 | $238K |
| MAI Capital Management | 0.00% | Add +22.9% | 6,393 | $237K |
| Greenleaf Trust | 0.00% | Reduce -5.8% | 6,347 | $236K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.8% | 6,348 | $235K |
| Modern Wealth Management, LLC | 0.01% | New | 6,291 | $234K |
| PTM Wealth Management, LLC | 0.15% | Add +0.9% | 6,333 | $233K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $232K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 6,250 | $232K |
| Summit Trail Advisors, LLC | 0.00% | New | 6,222 | $231K |
| Stanley-Laman Group, Ltd. | 0.03% | Add +19.8% | 6,144 | $228K |
| Sowell Financial Services LLC | 0.01% | Add +16.4% | 6,107 | $227K |
| NorthRock Partners, LLC | 0.01% | Add +10.3% | 6,099 | $227K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -57.4% | 6,023 | $224K |
| Tower Wealth Partners, Inc. | 0.13% | Reduce -7.0% | 6,007 | $223K |
| Cozad Asset Management Inc. | 0.02% | No change | 6,000 | $223K |
| PAX Financial Group, LLC | 0.04% | New | 5,946 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -6.3% | 5,944 | $221K |
| Charter Research & Investment Group, Inc. | 0.16% | No change | 5,930 | $220K |
| Tompkins Financial Corp. | 0.02% | Add +249.3% | 5,885 | $219K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -20.6% | 5,841 | $217K |
| W.H. Cornerstone Investments Inc. | 0.14% | Add +0.7% | 5,767 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,644 | $210K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,606 | $208K |
| Vident Advisory, LLC | 0.00% | Reduce -40.1% | 5,541 | $206K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.1% | 5,540 | $206K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -0.2% | 5,535 | $206K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -5.7% | 5,524 | $205K |
| EWG Elevate Inc. | 0.06% | Add +4.7% | 5,516 | $205K |
| Huntington National Bank | 0.00% | Add +0.3% | 5,497 | $204K |
| Nicolet Advisory Services, LLC | 0.02% | New | 5,300 | $202K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.8% | 5,361 | $199K |
| Eastern Bank | 0.00% | No change | 4,952 | $184K |
| GAMMA Investing LLC | 0.01% | Add +41.6% | 4,747 | $176K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,739 | $176K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -77.4% | 4,727 | $176K |
| Assetmark, Inc. | 0.00% | Add +2.6% | 4,474 | $166K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 4,300 | $160K |
| National Pension Service | 0.00% | Add +340.3% | 4,183 | $155K |
| Brooklyn Investment Group | 0.02% | Add +198.8% | 4,063 | $151K |
| Group One Trading LLC | 0.00% | New | 4,016 | $149K |
| CI Investments Inc. | 0.00% | Reduce -26.7% | 3,920 | $146K |
| Siemens Fonds Invest GmbH | 0.01% | Add +14.7% | 3,426 | $127K |
| UMB Bank, n.a. | 0.00% | Add +21.0% | 3,161 | $117K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $117K |
| Whittier Trust Co. | 0.00% | No change | 3,130 | $116K |
| Global Retirement Partners, LLC | 0.00% | — | 3,127 | $116K |
| Quarry LP | 0.03% | Reduce -6.7% | 3,055 | $113K |
| V-Square Quantitative Management LLC | 0.02% | Reduce -18.4% | 3,052 | $113K |
| Trust Co. of Vermont | 0.01% | No change | 3,020 | $112K |
| Hantz Financial Services, Inc. | 0.00% | Add +1042.8% | 2,994 | $111K |
| Fifth Third Bancorp | 0.00% | Add +14.3% | 2,969 | $110K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +168.3% | 2,747 | $102K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,740 | $102K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,681 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +92.4% | 2,540 | $94K |
| Parallel Advisors, LLC | 0.00% | Add +4.3% | 2,511 | $93K |
| Colonial Trust Co / SC | 0.01% | Reduce -6.3% | 2,476 | $92K |
| Crews Bank & Trust | 0.01% | No change | 2,473 | $92K |
| Private Trust Co. NA | 0.01% | Reduce -51.4% | 2,416 | $90K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,338 | $87K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.3% | 2,047 | $77K |
| Alpine Bank Wealth Management | 0.01% | No change | 2,082 | $77K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.2% | 2,049 | $76K |
| Tower View Wealth Management LLC | 0.04% | Add +0.8% | 2,026 | $75K |
| Bfsg, LLC | 0.01% | Add +39.2% | 2,022 | $75K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | New | 2,000 | $74K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.04% | No change | 2,000 | $74K |
| Blume Capital Management, Inc. | 0.01% | Reduce -45.1% | 1,947 | $72K |
| Principal Securities, Inc. | 0.00% | Reduce -23.0% | 1,903 | $71K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.1% | 1,866 | $69K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,766 | $66K |
| Clearstead Trust, LLC | 0.01% | Add +17.1% | 1,756 | $65K |
| New Age Alpha Advisors, LLC | 0.00% | Add +12.2% | 1,717 | $64K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $63K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $63K |
| Asset Dedication, LLC | 0.00% | No change | 1,677 | $62K |
| Clearstead Advisors, LLC | 0.00% | Add +2249.2% | 1,527 | $57K |
| IFP Advisors, Inc | 0.00% | Reduce -2.4% | 1,083 | $57K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.3% | 1,438 | $53K |
| Truvestments Capital LLC | 0.01% | Add +0.6% | 1,415 | $53K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +223.1% | 1,260 | $47K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,250 | $46K |
| Byrne Asset Management LLC | 0.04% | Reduce -34.8% | 1,240 | $46K |
| Vega Investment Solutions | 0.01% | Reduce -50.3% | 1,150 | $43K |
| Orion Capital Management LLC | 0.02% | No change | 1,125 | $42K |
| CX Institutional | 0.00% | No change | 1,062 | $39K |
| Blue Trust, Inc. | 0.00% | Add +2.7% | 1,002 | $37K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $33K |
| Headlands Technologies LLC | 0.00% | Add +15.4% | 897 | $33K |
| Kennebec Savings Bank | 0.03% | New | 848 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 826 | $31K |
| Webster Bank, N. A. | 0.00% | No change | 825 | $31K |
| First Community Trust NA | 0.02% | No change | 802 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $30K |
| Bessemer Group Inc. | 0.00% | Add +9.8% | 776 | $29K |
| Addison Advisors LLC | 0.01% | No change | 771 | $29K |
| MCF Advisors LLC | 0.00% | No change | 753 | $28K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.7% | 741 | $28K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 720 | $27K |
| Princeton Global Asset Management LLC | 0.00% | No change | 705 | $26K |
| SouthState Bank Corp | 0.00% | Add +834.7% | 701 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $25K |
| First PREMIER Bank | 0.01% | No change | 650 | $24K |
| Asset Planning,Inc | 0.02% | No change | 625 | $23K |
| Colonial Trust Advisors | 0.00% | Reduce -61.5% | 625 | $23K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.8% | 614 | $23K |
| Valley National Advisers Inc. | 0.00% | Reduce -29.4% | 600 | $22K |
| Bangor Savings Bank | 0.00% | Add +0.9% | 583 | $22K |
| Versant Capital Management, Inc | 0.00% | Add +18.5% | 569 | $21K |
| DT Investment Partners, LLC | 0.00% | No change | 564 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $21K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 542 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.8% | 511 | $19K |
| True Wealth Design, LLC | 0.01% | Add +25050.0% | 503 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -76.5% | 500 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 480 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -84.8% | 458 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -69.7% | 450 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 424 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 423 | $16K |
| Larson Financial Group LLC | 0.00% | Add +391.9% | 423 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -14.4% | 404 | $15K |
| SWAN Capital LLC | 0.01% | Add +220.8% | 401 | $15K |
| Caldwell Trust Co | 0.00% | New | 400 | $15K |
| City State Bank | 0.00% | No change | 380 | $14K |
| Robbins Farley | 0.01% | No change | 375 | $14K |
| Bank of New Hampshire | 0.00% | No change | 375 | $14K |
| Concord Wealth Partners | 0.00% | Add +0.8% | 358 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.8% | 357 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 337 | $13K |
| Covestor Ltd | 0.01% | Reduce -2.8% | 350 | $13K |
| Hemington Wealth Management | 0.00% | Add +10.6% | 355 | $13K |
| Trust Co. of Toledo NA | 0.00% | New | 350 | $13K |
| New Millennium Group LLC | 0.01% | Add +0.9% | 349 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -9.4% | 339 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 334 | $12K |
| Hilltop National Bank | 0.00% | — | 325 | $12K |
| NewSquare Capital LLC | 0.00% | Add +11.0% | 324 | $12K |
| Leonteq Securities AG | 0.00% | Add +10.9% | 305 | $11K |
| Friedenthal Financial | 0.01% | Reduce -98.7% | 300 | $11K |
| CNB Bank | 0.01% | No change | 300 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 300 | $11K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 287 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -36.0% | 281 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -57.1% | 273 | $10K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -39.1% | 269 | $10K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -37.3% | 251 | $9K |
| Montag & Caldwell, LLC | 0.00% | No change | 250 | $9K |
| Peoples Financial Services Corp. | 0.00% | No change | 250 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 242 | $9K |
| Anfield Capital Management, LLC | 0.00% | New | 240 | $9K |
| Westside Investment Management, Inc. | 0.00% | New | 227 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 225 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 208 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +10.8% | 205 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 200 | $7K |
| Trust Co | 0.00% | No change | 200 | $7K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Bokf, NA | 0.00% | No change | 177 | $7K |
| Kiker Wealth Management, LLC | 0.00% | No change | 175 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 174 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 168 | $6K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -1.3% | 158 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| Copia Wealth Management | 0.00% | No change | 138 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 126 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 96 | $4K |
| WealthCollab, LLC | 0.00% | No change | 92 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 85 | $3K |
| Essential Partners LLC | 0.00% | — | 83 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -99.4% | 77 | $3K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 71 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 67 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | Add +23.5% | 63 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | New | 58 | $2K |
| Sachetta, LLC | 0.00% | Reduce -10.9% | 57 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +29.6% | 57 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | Add +1733.3% | 55 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 50 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 47 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +130.0% | 46 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +200.0% | 45 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 41 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +105.6% | 37 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.7% | 36 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -38.6% | 27 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 33 | $1K |
| NFSG Corp | 0.00% | No change | 26 | $966 |
| Rossby Financial, LCC | 0.00% | No change | 18 | $669 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -51.6% | 15 | $558 |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $520 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +62.5% | 13 | $483 |
| MV Capital Management, Inc. | 0.00% | Add +8.3% | 13 | $483 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 12 | $446 |
| Stone House Investment Management, LLC | 0.00% | New | 12 | $446 |
| Beacon Capital Management, LLC | 0.00% | Reduce -81.7% | 11 | $412 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +57.1% | 11 | $408 |
| WealthTrak Capital Management LLC | 0.00% | No change | 10 | $372 |
| American Capital Advisory, LLC | 0.00% | Add +150.0% | 10 | $372 |
| Financial Gravity Companies, Inc. | 0.00% | — | 10 | $371 |
| Whipplewood Advisors, LLC | 0.00% | Add +100.0% | 8 | $297 |
| LGT Financial Advisors LLC | 0.00% | New | 4 | $149 |
| North Star Investment Management Corp. | 0.00% | New | 4 | $149 |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 2 | $74 |
| Avion Wealth | 0.00% | New | 13 | $0 |
| 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.