Essential UtilitiesWTRG
13F holders, Q3 2025 (September 30)679holders −3
79new positions
77sold out
6famous investors
$39.90avg. 13F price*
At the end of Q3 2025, 679 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, down 3 from Q2 2025. 79 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Group Inc. ($1.2B) and State Street Corp. ($542.3M). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $169.3M |
| Exits | 77 | $193.9M |
All 13F filers, Q2 2025 → Q3 2025: 25,169,684 shares bought and 15,464,151 shares sold, net +9,705,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| BlackRock, Inc. | 0.03% | Add +7.9% | 36,938,100 | $1.5B |
| Vanguard Group Inc. | 0.02% | Add +2.8% | 31,246,084 | $1.2B |
| State Street Corp. | 0.02% | Add +5.0% | 13,591,999 | $542.3M |
| Canada Pension Plan Investment Board | 0.33% | No change | 11,661,095 | $465.3M |
| Nordea Investment Management AB | 0.31% | Add +25.5% | 8,972,565 | $354.1M |
| Geode Capital Management, LLC | 0.01% | Add +8.0% | 5,112,768 | $203.4M |
| Amundi | 0.06% | Reduce -15.8% | 4,749,073 | $189.8M |
| First Trust Advisors LP | 0.12% | Reduce -1.2% | 4,107,047 | $163.9M |
| JPMorgan Chase & Co. | 0.01% | Add +587.6% | 4,071,929 | $162.5M |
| Invesco Ltd. | 0.02% | Add +12.2% | 3,929,549 | $156.8M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -28.9% | 3,798,390 | $151.5M |
| Morgan Stanley | 0.01% | Add +10.5% | 3,667,916 | $146.3M |
| Macquarie Group Ltd. | 0.16% | Add +32.5% | 3,531,965 | $140.9M |
| Legal & General Group Plc | 0.03% | Reduce -0.1% | 3,486,729 | $139.1M |
| ANTIPODES PARTNERS Ltd | 2.87% | New | 3,211,203 | $128.1M |
| Northern Trust Corp. | 0.02% | Add +5.0% | 3,164,568 | $126.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.57% | Add +16.7% | 2,754,592 | $109.9M |
| Bank of New York Mellon Corp | 0.02% | Add +1.1% | 2,709,048 | $108.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +33.0% | 2,661,704 | $106.2M |
| Boston Trust Walden Corp | 0.77% | Add +3.1% | 2,624,985 | $104.7M |
| Citadel Advisors | 0.08% | Reduce -11.1% | 2,506,973 | $100.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -16.7% | 2,376,018 | $94.8M |
| Duff & Phelps Investment Management Co. | 1.00% | Add +2.8% | 2,202,525 | $87.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 2,029,244 | $81.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +178.4% | 1,958,386 | $78.1M |
| Ensign Peak Advisors, Inc | 0.12% | Reduce -1.9% | 1,792,096 | $71.5M |
| Empower Advisory Group, LLC | 0.19% | Add +1.8% | 1,741,026 | $69.5M |
| FIL Ltd | 0.05% | Reduce -1.6% | 1,729,184 | $69.0M |
| AQR Capital Management | 0.04% | Add +121.8% | 1,591,706 | $62.7M |
| Allianz Asset Management GmbH | 0.08% | Reduce -7.0% | 1,531,560 | $61.1M |
| UBS Group AG | 0.01% | Reduce -13.6% | 1,342,479 | $53.6M |
| Epoch Investment Partners, Inc. | 0.26% | Reduce -0.6% | 1,177,961 | $47.0M |
| Franklin Resources Inc. | 0.01% | Add +2.1% | 1,174,750 | $46.9M |
| FMR LLC | 0.00% | Reduce -0.5% | 1,000,908 | $39.9M |
| ProShare Advisors LLC | 0.08% | Add +16.4% | 966,685 | $38.6M |
| Tandem Investment Advisors, Inc. | 1.29% | Reduce -54.2% | 948,863 | $37.9M |
| Wells Fargo & Company | 0.01% | Add +50.5% | 920,502 | $36.7M |
| Gotham Asset Management | 0.16% | Add +168.1% | 907,809 | $36.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.42% | Reduce -0.5% | 896,001 | $35.8M |
| California Public Employees Retirement System | 0.02% | Reduce -11.3% | 889,608 | $35.5M |
| California State Teachers Retirement System | 0.04% | Add +10.1% | 886,470 | $35.4M |
| Rhumbline Advisers | 0.03% | Add +0.4% | 876,434 | $35.0M |
| Bank of America Corp. | 0.00% | Reduce -36.0% | 855,101 | $34.1M |
| GW&K Investment Management, LLC | 0.29% | Add +14.4% | 819,249 | $32.7M |
| Swiss National Bank | 0.02% | Add +2.0% | 808,100 | $32.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.7% | 783,452 | $31.3M |
| Energy Income Partners, LLC | 0.56% | Add +6.4% | 727,103 | $29.0M |
| Barclays PLC | 0.01% | Add +90.0% | 645,515 | $25.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.6% | 625,443 | $25.0M |
| Deutsche Bank AG | 0.01% | Add +2.1% | 586,430 | $23.4M |
| Gabelli Funds LLC | 0.16% | Add +6.0% | 578,350 | $23.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +5.8% | 575,524 | $23.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.2% | 568,995 | $22.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +2.6% | 560,615 | $22.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +41.4% | 563,339 | $22.0M |
| Nuveen, LLC | 0.01% | Add +0.7% | 541,499 | $21.6M |
| Flputnam Investment Management Co. | 0.31% | Add +14.3% | 514,296 | $20.5M |
| Beck Bode, LLC | 3.17% | Add +1.0% | 491,864 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +44.5% | 491,352 | $19.6M |
| John G Ullman & Associates Inc. | 2.50% | Add +74.8% | 464,925 | $18.6M |
| Aventail Capital Group, LP | 0.86% | Add +9.9% | 454,461 | $18.1M |
| Aviva PLC | 0.03% | Add +14.1% | 432,629 | $17.3M |
| Jones Financial Companies LLLP | 0.01% | Add +16.5% | 437,824 | $17.1M |
| Thematics Asset Management | 0.75% | No change | 412,726 | $16.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +120.9% | 401,370 | $16.0M |
| Susquehanna Portfolio Strategies, LLC | 0.25% | Add +76.5% | 398,990 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 398,580 | $15.9M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 396,797 | $15.8M |
| Swedbank AB | 0.02% | Add +0.4% | 373,631 | $14.9M |
| Deprince Race & Zollo Inc. | 0.30% | Add +0.1% | 369,606 | $14.7M |
| Heartland Advisors Inc. | 0.78% | New | 367,662 | $14.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +74.0% | 346,600 | $13.8M |
| LPL Financial LLC | 0.00% | Add +22.0% | 345,785 | $13.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $13.7M |
| Retirement Systems of Alabama | 0.04% | Reduce -5.6% | 339,104 | $13.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +48.4% | 329,121 | $13.1M |
| Candriam S.C.A. | 0.07% | Reduce -3.9% | 309,405 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 306,775 | $12.2M |
| Renaissance Technologies | 0.02% | Add +130.5% | 305,317 | $12.2M |
| Greenland Capital Management LP | 1.90% | Reduce -36.6% | 295,100 | $11.8M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 286,868 | $11.4M |
| Korea Investment CORP | 0.02% | Add +107.8% | 281,248 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Add +0.3% | 276,718 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.1% | 274,007 | $10.9M |
| Maryland State Retirement & Pension System | 0.23% | Add +11.2% | 273,383 | $10.9M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +726.2% | 272,680 | $10.9M |
| SummitTX Capital, L.P. | 0.44% | Add +100.6% | 265,394 | $10.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.50% | Add +0.5% | 262,017 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +10.0% | 262,070 | $10.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +21.1% | 257,585 | $10.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -28.7% | 254,549 | $10.2M |
| KLP Kapitalforvaltning As | 0.04% | Add +0.6% | 240,900 | $9.6M |
| Van Eck Associates Corp. | 0.01% | Add +42.7% | 238,856 | $9.5M |
| Synergy Asset Management, LLC | 0.33% | Add +351.4% | 234,179 | $9.1M |
| Rakuten Investment Management, Inc. | 0.03% | — | 11,549 | $9.0M |
| Cetera Investment Advisers | 0.01% | Add +320.2% | 225,602 | $9.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 219,055 | $8.7M |
| Ostrum Asset Management | 0.39% | Add +228.8% | 216,190 | $8.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +40.2% | 215,240 | $8.6M |
| Magellan Asset Management Ltd | 0.10% | Add +7.4% | 214,023 | $8.5M |
| Natixis Advisors, LLC | 0.01% | Add +29.9% | 209,068 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 207,908 | $8.3M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.86% | Add +1.5% | 206,711 | $8.2M |
| Storebrand Asset Management As | 0.02% | Add +2.7% | 204,915 | $8.2M |
| Allworth Financial LP | 0.03% | Reduce -2.6% | 187,143 | $7.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 183,976 | $7.3M |
| Creative Planning | 0.01% | Reduce -7.6% | 182,352 | $7.3M |
| Aberdeen Group plc | 0.01% | Add +17.9% | 185,171 | $7.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +22.5% | 175,607 | $7.0M |
| APG Asset Management N.V. | 0.02% | Add +4.1% | 190,725 | $6.5M |
| Wills Financial Group LLC | 2.61% | Reduce -1.2% | 159,483 | $6.4M |
| Bank of Montreal | 0.00% | Add +5.4% | 154,786 | $6.2M |
| Holocene Advisors, LP | 0.01% | Reduce -31.2% | 153,882 | $6.1M |
| TD Asset Management Inc | 0.00% | Add +3.0% | 152,490 | $6.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.5% | 150,844 | $6.0M |
| Abn Amro Investment Solutions | 0.12% | Reduce -32.3% | 149,359 | $6.0M |
| AXA Investment Managers S.A. | 0.02% | — | 148,757 | $5.9M |
| State of Wisconsin Investment Board | 0.01% | Add +2.0% | 144,704 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +3.6% | 144,154 | $5.8M |
| First Manhattan Co. Llc. | 0.01% | Reduce -7.7% | 140,871 | $5.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -20.9% | 139,323 | $5.6M |
| NFJ Investment Group, LLC | 0.18% | Reduce -5.7% | 134,367 | $5.4M |
| Alps Advisors Inc. | 0.03% | Add +75.6% | 133,963 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +6.4% | 132,896 | $5.3M |
| Hamilton Point Investment Advisors, LLC | 0.82% | Add +0.6% | 131,824 | $5.3M |
| Mutual of America Capital Management LLC | 0.05% | Add +1.0% | 129,528 | $5.2M |
| Amalgamated Bank | 0.04% | Add +8.2% | 128,266 | $5.1M |
| Toth Financial Advisory Corp. | 0.55% | Add +15.9% | 127,799 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | Add +8.1% | 127,432 | $5.1M |
| American Century Companies Inc. | 0.00% | Reduce -0.1% | 126,472 | $5.0M |
| Cambiar Investors LLC | 0.23% | Reduce -38.5% | 126,448 | $5.0M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.1% | 126,082 | $5.0M |
| Guggenheim Capital LLC | 0.04% | Add +12.6% | 124,798 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +16.8% | 122,921 | $4.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +2.0% | 118,665 | $4.7M |
| Tredje AP-fonden | 0.04% | Reduce -7.0% | 117,480 | $4.7M |
| HM Payson & Co. | 0.07% | Add +0.2% | 116,608 | $4.7M |
| Coston, McIsaac & Partners | 1.07% | Add +2.7% | 112,403 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 110,888 | $4.4M |
| Covea Finance | 0.15% | Add +66.3% | 109,400 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +49.6% | 106,864 | $4.3M |
| Hennessy Advisors Inc. | 0.15% | Reduce -13.1% | 106,200 | $4.2M |
| First National Bank & Trust Co. of Newtown | 0.80% | Reduce -1.7% | 106,085 | $4.2M |
| Swiss Life Asset Management Ltd | 0.02% | Add +6.5% | 104,933 | $4.2M |
| Asset Management One Co., Ltd. | 0.01% | Add +0.3% | 104,188 | $4.2M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -0.3% | 101,251 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.6% | 101,151 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -27.6% | 101,022 | $4.0M |
| Brown Advisory Inc. | 0.01% | Reduce -0.2% | 100,804 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +4.9% | 100,720 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Add +1.7% | 99,511 | $4.0M |
| Citigroup Inc. | 0.00% | Add +39.8% | 99,453 | $4.0M |
| Sourcerock Group LLC | 0.27% | New | 99,143 | $4.0M |
| Costello Asset Management, INC | 1.31% | Reduce -3.7% | 98,103 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +26.2% | 97,639 | $3.9M |
| Sei Investments Co. | 0.00% | Add +27.5% | 96,826 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 96,200 | $3.8M |
| South Dakota Investment Council | 0.07% | Reduce -7.1% | 95,706 | $3.8M |
| Glenmede Investment Management, LP | 0.02% | Reduce -0.2% | 94,793 | $3.8M |
| Danske Bank A/S | 0.01% | Reduce -56.0% | 93,309 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.3% | 91,347 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Add +0.9% | 90,526 | $3.6M |
| Toronto Dominion Bank | 0.01% | Add +9.5% | 88,563 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.1% | 87,986 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +2.4% | 87,611 | $3.5M |
| Trexquant Investment LP | 0.04% | Reduce -33.8% | 85,767 | $3.4M |
| Point72 Asset Management | 0.01% | Reduce -92.6% | 85,250 | $3.4M |
| Agf Management Ltd. | 0.01% | Add +6.6% | 83,733 | $3.3M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +6.3% | 83,799 | $3.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 82,926 | $3.3M |
| Texas Yale Capital Corp. | 0.10% | Add +4.6% | 82,888 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +8.0% | 82,605 | $3.3M |
| ASR Vermogensbeheer N.V. | 0.04% | Reduce -0.5% | 79,581 | $3.2M |
| Louisiana State Employees Retirement System | 0.05% | Add +7.6% | 78,100 | $3.1M |
| Comerica Bank | 0.01% | Reduce -0.6% | 77,128 | $3.1M |
| Mariner, LLC | 0.00% | Add +14.0% | 76,889 | $3.1M |
| Ieq Capital, LLC | 0.01% | Add +516.8% | 76,067 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 75,984 | $3.0M |
| Alpine Woods Capital Investors, LLC | 0.70% | Add +12.1% | 75,814 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.4% | 74,946 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +42.8% | 74,611 | $3.0M |
| Forsta Ap-Fonden | 0.02% | Add +16.0% | 74,500 | $3.0M |
| State of Michigan Retirement System | 0.01% | Add +6.9% | 74,171 | $3.0M |
| Jacobi Capital Management LLC | 0.18% | Reduce -7.0% | 72,557 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 71,819 | $2.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -47.1% | 70,978 | $2.8M |
| Aurora Investment Counsel | 1.47% | Reduce -0.3% | 70,401 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +1.5% | 70,375 | $2.8M |
| IFM Investors Pty Ltd | 0.02% | Add +1.1% | 70,781 | $2.7M |
| Prudential PLC | 0.02% | Add +576.7% | 68,411 | $2.7M |
| Horizon Investments, LLC | 0.04% | New | 68,335 | $2.7M |
| DNB Asset Management AS | 0.01% | Add +10.9% | 67,180 | $2.7M |
| Arcadia Investment Management Corp. | 0.41% | Add +6.5% | 66,250 | $2.6M |
| Kennedy Capital Management LLC | 0.06% | Reduce -3.5% | 64,033 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +8.6% | 62,515 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -6.9% | 59,675 | $2.4M |
| Benedict Financial Advisors Inc. | 0.51% | Reduce -10.3% | 59,229 | $2.4M |
| RWC Asset Management LLP | 0.13% | No change | 58,349 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +88.9% | 57,388 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +55.5% | 56,884 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +7.6% | 56,450 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Add +4.0% | 55,461 | $2.2M |
| Verition Fund Management LLC | 0.01% | Reduce -90.3% | 54,984 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Add +41.0% | 54,645 | $2.2M |
| BLB&B Advisors, LLC | 0.09% | Reduce -1.1% | 54,515 | $2.2M |
| New Mexico Educational Retirement Board | 0.07% | Add +9.4% | 53,400 | $2.1M |
| Bridgewater Advisors Inc. | 0.15% | Add +0.4% | 54,647 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -2.4% | 52,550 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +37.0% | 51,035 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +34.6% | 49,905 | $2.0M |
| M&T Bank Corp | 0.01% | Add +20.4% | 49,301 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | New | 47,957 | $1.9M |
| Shelton Capital Management | 0.04% | No change | 47,676 | $1.9M |
| Xponance LLC | 0.01% | Add +6.7% | 47,629 | $1.9M |
| Secure Asset Management, LLC | 0.31% | Add +41.7% | 48,847 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.5% | 47,224 | $1.9M |
| Brevan Howard Capital Management LP | 0.03% | Add +86.6% | 46,359 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +57.2% | 46,334 | $1.8M |
| Utah Retirement Systems | 0.02% | Add +8.3% | 46,226 | $1.8M |
| CenterBook Partners LP | 0.09% | Reduce -21.8% | 46,035 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.73% | Reduce -6.0% | 45,086 | $1.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | Add +2.7% | 44,988 | $1.8M |
| First National Corp. /Ma/ | 0.33% | Reduce -4.7% | 45,318 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -7.3% | 42,638 | $1.7M |
| Raiffeisen Bank International AG | 0.02% | Add +46.0% | 43,145 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.3% | 42,294 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.7% | 41,859 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 41,290 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +20.9% | 41,166 | $1.6M |
| Radnor Capital Management, LLC | 0.25% | No change | 41,020 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.4% | 40,897 | $1.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -2.1% | 40,321 | $1.6M |
| Cwm, LLC | 0.00% | Add +156.0% | 40,152 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.19% | Reduce -59.7% | 40,112 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -0.9% | 39,579 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.9% | 39,141 | $1.6M |
| Ninepoint Partners LP | 0.21% | New | 38,999 | $1.6M |
| Agp Franklin, LLC | 0.76% | Add +0.9% | 38,857 | $1.6M |
| Generali Asset Management SPA SGR | 0.03% | Add +2.8% | 38,818 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +26.2% | 37,727 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | Add +29.8% | 37,663 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +94.5% | 37,630 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 36,909 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.6% | 36,716 | $1.5M |
| Mediolanum International Funds Ltd | 0.02% | Add +181.7% | 36,959 | $1.4M |
| Credit Agricole S A | 0.00% | — | 35,878 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +22.6% | 35,582 | $1.4M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -62.7% | 35,552 | $1.4M |
| Investors Research Corp | 0.26% | No change | 35,350 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.3% | 35,336 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +7.2% | 35,293 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +11.0% | 34,501 | $1.4M |
| Millennium Management | 0.00% | Reduce -95.8% | 33,466 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -45.9% | 33,043 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.03% | No change | 32,627 | $1.3M |
| Spirit of America Management Corp. | 0.26% | Add +15.0% | 32,600 | $1.3M |
| Pathway Financial Advisers, LLC | 0.38% | Add +1.1% | 32,518 | $1.3M |
| Addison Capital Co | 0.38% | Add +0.8% | 32,490 | $1.3M |
| OP Asset Management Ltd | 0.02% | Reduce -21.2% | 31,186 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +45.0% | 31,074 | $1.2M |
| Lee Financial Co | 0.15% | Add +14.4% | 30,504 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +30.5% | 30,344 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +3.5% | 29,925 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +5.9% | 29,567 | $1.2M |
| Inspire Advisors, LLC | 0.11% | Add +59.7% | 27,834 | $1.1M |
| Philadelphia Trust Co. | 0.08% | Reduce -0.6% | 27,464 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -21.8% | 27,363 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.0% | 27,328 | $1.1M |
| Commerzbank Aktiengesellschaft | 0.02% | New | 27,263 | $1.1M |
| Vise Technologies, Inc. | 0.04% | Add +5.5% | 27,214 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +2.3% | 27,058 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +1.4% | 26,983 | $1.1M |
| Cullen Capital Management, LLC | 0.01% | No change | 26,704 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Add +1.9% | 26,591 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -9.2% | 26,373 | $1.1M |
| apricus wealth, LLC | 0.57% | No change | 26,262 | $1.0M |
| Rodgers Brothers Inc. | 0.13% | No change | 26,163 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 26,161 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.4% | 26,080 | $1.0M |
| Blackhill Capital Inc. | 0.05% | No change | 26,041 | $1.0M |
| Community Bank, N.A. | 0.13% | Add +5.1% | 25,968 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.20% | No change | 25,808 | $1.0M |
| Ethic Inc. | 0.02% | Add +7.6% | 25,489 | $1.0M |
| Bank of Nova Scotia | 0.00% | Add +28.3% | 25,363 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -1.2% | 25,495 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -0.1% | 26,786 | $995K |
| Gitterman Wealth Management, LLC | 0.22% | Add +100.1% | 23,933 | $955K |
| Lido Advisors, LLC | 0.00% | Reduce -0.2% | 23,923 | $955K |
| Boothbay Fund Management, LLC | 0.03% | Add +304.9% | 23,650 | $944K |
| Key Financial Inc | 0.17% | Add +0.2% | 23,759 | $922K |
| Godshalk Welsh Capital Management, Inc. | 0.53% | No change | 22,961 | $916K |
| Truist Financial Corp. | 0.00% | Reduce -15.2% | 22,688 | $905K |
| Arax Advisory Partners | 0.01% | Add +3995.6% | 22,198 | $886K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Add +369.3% | 22,184 | $885K |
| Haverford Trust Co | 0.01% | Reduce -8.3% | 22,091 | $881K |
| Blair William & Co. | 0.00% | Reduce -8.1% | 22,065 | $880K |
| Carnegie Investment Counsel | 0.02% | No change | 22,033 | $879K |
| Inspire Investing, LLC | 0.08% | Add +46.2% | 21,408 | $854K |
| Federated Hermes, Inc. | 0.00% | Add +3.5% | 21,258 | $848K |
| Aspire Private Capital, LLC | 0.19% | No change | 21,176 | $845K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 21,122 | $843K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -1.2% | 21,065 | $841K |
| Securian Asset Management, Inc. | 0.02% | Add +6.9% | 21,005 | $838K |
| Holos Integrated Wealth LLC | 0.49% | No change | 20,455 | $833K |
| Aristotle Capital Boston, LLC | 0.04% | New | 20,655 | $824K |
| Fiduciary Trust Co | 0.01% | Add +15.6% | 20,140 | $804K |
| Summit Financial, LLC | 0.01% | New | 19,976 | $797K |
| Manchester Capital Management LLC | 0.10% | Add +0.1% | 19,209 | $766K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 18,975 | $757K |
| QRG Capital Management, Inc. | 0.01% | Add +12.3% | 18,668 | $745K |
| AMF Tjanstepension AB | 0.00% | Reduce -85.0% | 18,594 | $742K |
| Rothschild Investment LLC | 0.04% | Reduce -5.3% | 18,499 | $738K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.6% | 18,183 | $726K |
| Brighton Jones LLC | 0.02% | Add +34.9% | 18,182 | $725K |
| Magnetar Financial LLC | 0.00% | New | 18,145 | $724K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 18,098 | $722K |
| CENTRAL TRUST Co | 0.01% | Reduce -32.4% | 17,869 | $713K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.2% | 17,850 | $712K |
| Blossom Wealth Management | 1.14% | Add +0.4% | 17,760 | $709K |
| KBC Group NV | 0.00% | No change | 17,554 | $700K |
| Lindenwold Advisors, INC | 0.33% | Add +133.3% | 17,405 | $694K |
| Sterling Capital Management LLC | 0.01% | Reduce -5.5% | 17,339 | $692K |
| Belpointe Asset Management LLC | 0.03% | Add +1.7% | 17,275 | $689K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $689K |
| Entropy Technologies, LP | 0.05% | New | 17,044 | $680K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.7% | 16,806 | $671K |
| CIBC Asset Management Inc | 0.00% | No change | 16,646 | $664K |
| Tidal Investments LLC | 0.00% | Reduce -0.1% | 16,336 | $652K |
| Vinva Investment Management Ltd | 0.01% | Reduce -8.9% | 16,430 | $643K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | No change | 16,089 | $642K |
| Praxis Investment Management Inc. | 0.04% | No change | 15,970 | $637K |
| Westerkirk Capital Inc. | 0.07% | No change | 15,900 | $634K |
| Ingalls & Snyder LLC | 0.02% | Reduce -1.3% | 15,891 | $634K |
| Inceptionr LLC | 0.15% | Reduce -1.6% | 15,855 | $633K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +18.4% | 15,767 | $629K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.7% | 15,673 | $625K |
| First Pacific Financial | 0.09% | Reduce -0.3% | 15,650 | $624K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +38.8% | 15,556 | $621K |
| Summit Trail Advisors, LLC | 0.01% | Add +149.6% | 15,532 | $620K |
| Loudon Investment Management, LLC | 0.32% | No change | 15,463 | $617K |
| &partners | 0.00% | Add +132.6% | 15,423 | $615K |
| Chesapeake Capital Corp. | 0.54% | — | 15,204 | $607K |
| Everett Harris & Co. | 0.01% | No change | 15,000 | $599K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 14,769 | $589K |
| CX Institutional | 0.02% | Add +1261.8% | 14,462 | $577K |
| AG2R La Mondiale Gestion D'actifs | 0.03% | No change | 15,521 | $576K |
| Resurgent Financial Advisors LLC | 0.28% | No change | 14,413 | $575K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.3% | 14,370 | $566K |
| HB Wealth Management, LLC | 0.00% | New | 14,121 | $563K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 14,078 | $562K |
| Peoples Bank | 0.56% | Reduce -10.2% | 14,003 | $559K |
| Meeder Advisory Services, Inc. | 0.03% | Add +6.2% | 13,758 | $549K |
| Metis Global Partners, LLC | 0.01% | Add +5.2% | 13,608 | $543K |
| Red Door Wealth Management, LLC | 0.06% | No change | 13,523 | $540K |
| Nomura Holdings Inc. | 0.00% | Add +4.8% | 13,296 | $531K |
| Investment Management Corp of Ontario | 0.01% | Add +106.2% | 13,237 | $528K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.6% | 13,104 | $523K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.3% | 13,036 | $520K |
| Mitchell Sinkler & Starr | 0.23% | Reduce -2.6% | 12,824 | $512K |
| Alan B Lancz & Associates, Inc. | 0.46% | Add +32.0% | 12,784 | $510K |
| Clean Yield Group | 0.14% | No change | 12,729 | $508K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 12,661 | $505K |
| denkapparat Operations GmbH | 0.32% | New | 12,528 | $500K |
| Keybank National Association | 0.00% | Reduce -19.4% | 12,201 | $487K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 12,054 | $481K |
| Pullen Investment Management, LLC | 0.26% | Reduce -1.2% | 11,992 | $478K |
| AE Wealth Management LLC | 0.00% | Reduce -1.8% | 11,856 | $473K |
| Royal London Asset Management Ltd. | 0.00% | No change | 11,785 | $470K |
| Quaker Wealth Management, LLC | 0.15% | Reduce -4.0% | 11,768 | $470K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +44.0% | 11,631 | $464K |
| Farmers Trust Co. | 0.08% | No change | 11,493 | $459K |
| WealthTrust Axiom LLC | 0.12% | Reduce -5.2% | 11,420 | $456K |
| Farther Finance Advisors, LLC | 0.01% | Add +64.9% | 11,389 | $454K |
| ELCO Management Co., LLC | 0.24% | Reduce -12.4% | 11,302 | $451K |
| Severin Investments, LLC | 0.40% | New | 11,265 | $449K |
| Graham Capital Management, L.P. | 0.02% | New | 11,247 | $449K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -4.7% | 11,084 | $442K |
| SS&H Financial Advisors, Inc. | 0.13% | No change | 11,074 | $442K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 11,052 | $441K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.9% | 11,023 | $440K |
| Simplex Trading, LLC | 0.01% | Reduce -36.3% | 11,023 | $439K |
| Independent Advisor Alliance | 0.01% | Reduce -6.9% | 10,969 | $438K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -1.0% | 10,857 | $433K |
| MQS Management LLC | 0.25% | New | 10,842 | $433K |
| Compound Planning, Inc. | 0.01% | Reduce -13.7% | 10,810 | $431K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -3.1% | 10,715 | $428K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.9% | 10,708 | $427K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -4.2% | 10,690 | $427K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -1.2% | 10,679 | $426K |
| Caxton Associates LLP | 0.01% | New | 10,557 | $421K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -2.2% | 10,500 | $419K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 10,453 | $417K |
| NorthCoast Asset Management LLC | 0.00% | New | 10,416 | $416K |
| DRW Securities, LLC | 0.02% | Add +12.5% | 10,381 | $415K |
| Wexford Capital LP | 0.12% | Reduce -69.5% | 10,245 | $409K |
| Verus Wealth Management, LLC | 0.38% | Add +0.9% | 10,137 | $404K |
| Aquatic Capital Management LLC | 0.01% | Reduce -82.9% | 10,110 | $403K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,062 | $401K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,052 | $401K |
| Asahi Life Asset Management Co., LTD. | 0.22% | New | 9,791 | $391K |
| Commerce Bank | 0.00% | Add +0.7% | 9,664 | $386K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.4% | 9,642 | $385K |
| Capstone Investment Advisors, LLC | 0.00% | New | 9,516 | $380K |
| Allstate Corp. | 0.01% | New | 9,465 | $378K |
| Mendel Money Management | 0.16% | Add +0.5% | 9,440 | $377K |
| Horizon Investment Services, LLC | 0.14% | New | 9,337 | $373K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 9,312 | $372K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -1.5% | 9,288 | $371K |
| Vestcor Inc | 0.01% | No change | 9,259 | $369K |
| Hantz Financial Services, Inc. | 0.01% | Add +201.4% | 9,025 | $360K |
| NorthRock Partners, LLC | 0.01% | Add +47.7% | 9,010 | $359K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.4% | 8,918 | $356K |
| First Affirmative Financial Network | 0.17% | Add +1.4% | 8,860 | $354K |
| Choreo, LLC | 0.00% | Reduce -38.0% | 8,787 | $351K |
| Procyon Advisors, LLC | 0.02% | No change | 8,746 | $349K |
| Glenview Trust Co | 0.01% | Add +25.0% | 8,724 | $348K |
| Continuum Advisory, LLC | 0.04% | Reduce -49.8% | 8,715 | $348K |
| Schroder Investment Management Group | 0.00% | New | 8,679 | $346K |
| Apella Capital, LLC | 0.01% | Add +3.2% | 8,346 | $345K |
| Signaturefd, LLC | 0.01% | Add +9.8% | 8,631 | $344K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 8,546 | $341K |
| Janus Henderson Group PLC | 0.00% | Reduce -96.4% | 8,466 | $338K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.7% | 8,292 | $337K |
| GAMMA Investing LLC | 0.02% | Add +76.1% | 8,361 | $334K |
| Rowlandmiller & Partners.adv | 0.07% | Reduce -38.7% | 8,345 | $333K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 8,114 | $324K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.11% | No change | 8,035 | $321K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +1.1% | 7,924 | $316K |
| Pallas Capital Advisors LLC | 0.01% | New | 7,846 | $313K |
| Modern Wealth Management, LLC | 0.01% | Add +23.7% | 7,780 | $310K |
| AIA Group Ltd | 0.01% | New | 7,636 | $305K |
| Evergreen Capital Management LLC | 0.01% | New | 7,596 | $303K |
| GSG Advisors LLC | 0.08% | No change | 7,797 | $303K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $301K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,484 | $299K |
| Assetmark, Inc. | 0.00% | Add +66.7% | 7,459 | $298K |
| Merit Financial Group, LLC | 0.00% | New | 7,396 | $295K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +21.4% | 7,314 | $292K |
| Whalen Wealth Management Inc. | 0.17% | New | 7,263 | $290K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,220 | $288K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -13.6% | 7,127 | $284K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.9% | 7,120 | $284K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 7,103 | $283K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -7.8% | 6,810 | $280K |
| Intrua Financial, LLC | 0.03% | Reduce -15.7% | 6,979 | $278K |
| Providence Wealth Advisors, LLC | 0.17% | No change | 6,835 | $277K |
| Cetera Trust Company, N.A | 0.15% | No change | 6,920 | $276K |
| MML Investors Services, LLC | 0.00% | New | 6,904 | $275K |
| Advisors Capital Management, LLC | 0.00% | Add +0.4% | 6,819 | $272K |
| Mgo One Seven LLC | 0.01% | New | 6,792 | $271K |
| Kennedy Investment Group, Inc. | 0.11% | Add +0.4% | 6,775 | $270K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | No change | 6,750 | $269K |
| STRS Ohio | 0.00% | Add +1.8% | 6,706 | $268K |
| Ascent Group, LLC | 0.01% | No change | 6,593 | $263K |
| Phoenix Financial Ltd. | 0.00% | Reduce -17.9% | 6,451 | $258K |
| PTM Wealth Management, LLC | 0.15% | Add +0.8% | 6,387 | $256K |
| Syon Capital LLC | 0.01% | New | 6,392 | $255K |
| New Age Alpha Advisors, LLC | 0.01% | Add +269.3% | 6,341 | $253K |
| Greenleaf Trust | 0.00% | Reduce -0.1% | 6,340 | $253K |
| Anchor Investment Management, LLC | 0.02% | Reduce -7.5% | 6,332 | $253K |
| MAI Capital Management | 0.00% | Reduce -1.2% | 6,318 | $252K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +13.8% | 6,305 | $252K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.0% | 6,280 | $251K |
| Profund Advisors LLC | 0.01% | New | 6,256 | $250K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $249K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 6,250 | $249K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -1.9% | 6,228 | $248K |
| Sigma Planning Corp | 0.01% | Reduce -4.6% | 6,205 | $248K |
| Richard C. Young & CO., LTD. | 0.02% | New | 6,153 | $246K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,125 | $244K |
| Shell Asset Management Co. | 0.02% | Reduce -22.4% | 6,073 | $242K |
| Cozad Asset Management Inc. | 0.02% | No change | 6,000 | $239K |
| Modera Wealth Management, LLC | 0.00% | Reduce -51.5% | 5,986 | $239K |
| Aaron Wealth Advisors LLC | 0.01% | New | 5,932 | $237K |
| Charter Research & Investment Group, Inc. | 0.16% | No change | 5,930 | $237K |
| Romano Brothers and Company | 0.03% | New | 5,928 | $237K |
| Sowell Financial Services LLC | 0.01% | Reduce -3.0% | 5,923 | $236K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -0.6% | 5,911 | $236K |
| Tompkins Financial Corp. | 0.02% | No change | 5,885 | $235K |
| Tred Avon Family Wealth, LLC | 0.08% | — | 5,803 | $232K |
| TD Private Client Wealth LLC | 0.01% | Add +6.5% | 5,712 | $228K |
| W.H. Cornerstone Investments Inc. | 0.14% | Reduce -1.5% | 5,683 | $227K |
| Tower Wealth Partners, Inc. | 0.12% | Reduce -6.0% | 5,649 | $225K |
| Seeds Investor LLC | 0.05% | Reduce -19.5% | 5,636 | $225K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,606 | $224K |
| Vident Advisory, LLC | 0.00% | Add +0.6% | 5,572 | $222K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.4% | 5,559 | $222K |
| Krilogy Financial LLC | 0.01% | New | 5,524 | $219K |
| Jane Street Group, LLC | 0.00% | Reduce -99.1% | 5,493 | $219K |
| Certior Financial Group, LLC | 0.15% | New | 5,366 | $214K |
| Huntington National Bank | 0.00% | Reduce -2.4% | 5,365 | $214K |
| EWG Elevate Inc. | 0.07% | Reduce -2.9% | 5,357 | $214K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 5,350 | $213K |
| HUB Investment Partners, LLC | 0.01% | New | 5,332 | $213K |
| Eastern Bank | 0.00% | Add +7.4% | 5,317 | $212K |
| Moneco Advisors, LLC | 0.02% | New | 5,316 | $212K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -34.6% | 5,300 | $211K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 5,229 | $209K |
| Ledgewood Wealth Advisors, LLC | 0.12% | New | 5,206 | $208K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 5,179 | $205K |
| Caerus Investment Advisors, LLC | 0.08% | New | 5,081 | $203K |
| Bar Harbor Wealth Management | 0.01% | New | 5,068 | $202K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,743 | $189K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 4,300 | $172K |
| Advisory Services Network, LLC | 0.00% | New | 3,933 | $157K |
| Siemens Fonds Invest GmbH | 0.01% | Add +13.6% | 3,892 | $155K |
| Bfsg, LLC | 0.01% | Add +91.3% | 3,869 | $154K |
| UMB Bank, n.a. | 0.00% | Add +18.0% | 3,730 | $149K |
| Parallel Advisors, LLC | 0.00% | Add +47.8% | 3,710 | $148K |
| Bayforest Capital Ltd | 0.06% | New | 3,412 | $136K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,142 | $125K |
| Fifth Third Bancorp | 0.00% | Add +5.1% | 3,120 | $124K |
| Whittier Trust Co. | 0.00% | No change | 3,130 | $123K |
| Trust Co. of Vermont | 0.01% | No change | 3,020 | $120K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.2% | 2,932 | $117K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 2,891 | $115K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.5% | 2,816 | $112K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 2,742 | $109K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.1% | 2,645 | $106K |
| Creative Financial Designs Inc. | 0.01% | Add +26.1% | 2,584 | $103K |
| Colonial Trust Co / SC | 0.01% | No change | 2,476 | $99K |
| Crews Bank & Trust | 0.01% | No change | 2,473 | $99K |
| CI Investments Inc. | 0.00% | Reduce -37.6% | 2,447 | $98K |
| Private Trust Co. NA | 0.01% | No change | 2,416 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,338 | $93K |
| Clearstead Advisors, LLC | 0.00% | Add +41.0% | 2,153 | $86K |
| Alpine Bank Wealth Management | 0.01% | No change | 2,082 | $83K |
| Essential Partners LLC | 0.03% | Add +2326.5% | 2,014 | $80K |
| Principal Securities, Inc. | 0.00% | Add +5.5% | 2,007 | $80K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.04% | No change | 2,000 | $80K |
| Guinness Asset Management LTD | 0.00% | New | 1,972 | $77K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,866 | $74K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,766 | $70K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $68K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $68K |
| Asset Dedication, LLC | 0.00% | No change | 1,677 | $67K |
| Smartleaf Asset Management LLC | 0.00% | Add +259.6% | 1,618 | $63K |
| Clearstead Trust, LLC | 0.01% | Reduce -14.6% | 1,500 | $60K |
| CoreCap Advisors, LLC | 0.00% | Add +0.5% | 1,445 | $58K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -27.6% | 1,482 | $58K |
| Versant Capital Management, Inc | 0.01% | Add +151.7% | 1,432 | $57K |
| Truvestments Capital LLC | 0.01% | Reduce -0.7% | 1,405 | $56K |
| Blume Capital Management, Inc. | 0.01% | Reduce -29.4% | 1,375 | $55K |
| Tower View Wealth Management LLC | 0.03% | Reduce -33.2% | 1,353 | $54K |
| AlphaQuest LLC | 0.00% | New | 1,284 | $51K |
| Quent Capital, LLC | 0.00% | New | 1,245 | $50K |
| Byrne Asset Management LLC | 0.04% | No change | 1,240 | $49K |
| True Wealth Design, LLC | 0.01% | Add +141.2% | 1,213 | $48K |
| Bessemer Group Inc. | 0.00% | Add +43.6% | 1,114 | $45K |
| Orion Capital Management LLC | 0.02% | No change | 1,125 | $45K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 1,091 | $44K |
| Citizens National Bank Trust Department | 0.01% | Reduce -20.0% | 1,000 | $40K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -67.4% | 873 | $35K |
| Blue Trust, Inc. | 0.00% | Reduce -12.7% | 875 | $35K |
| Kennebec Savings Bank | 0.03% | No change | 848 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 826 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 825 | $33K |
| First Community Trust NA | 0.02% | No change | 802 | $32K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $32K |
| Addison Advisors LLC | 0.01% | No change | 771 | $31K |
| MCF Advisors LLC | 0.00% | No change | 753 | $30K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.3% | 743 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1163.8% | 733 | $29K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 720 | $29K |
| Princeton Global Asset Management LLC | 0.00% | No change | 705 | $28K |
| SouthState Bank Corp | 0.00% | No change | 701 | $28K |
| Point72 Europe (London) LLP | 0.00% | New | 684 | $27K |
| American National Bank & Trust | 0.00% | New | 671 | $27K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $27K |
| First PREMIER Bank | 0.01% | No change | 650 | $26K |
| Asset Planning,Inc | 0.02% | No change | 625 | $25K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $25K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.8% | 619 | $25K |
| Darwin Wealth Management, LLC | 0.01% | Add +169.3% | 606 | $24K |
| Bangor Savings Bank | 0.00% | Add +0.9% | 588 | $23K |
| Valley National Advisers Inc. | 0.00% | No change | 600 | $23K |
| DT Investment Partners, LLC | 0.00% | No change | 564 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 500 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 480 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $19K |
| Root Financial Partners, LLC | 0.00% | New | 468 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 458 | $18K |
| Westside Investment Management, Inc. | 0.00% | Add +100.0% | 454 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 424 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 423 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -1.4% | 417 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -20.0% | 400 | $16K |
| Caldwell Trust Co | 0.00% | No change | 400 | $16K |
| Global X Japan Co., Ltd. | 0.00% | Add +56.2% | 392 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 391 | $16K |
| City State Bank | 0.00% | No change | 380 | $15K |
| Robbins Farley | 0.01% | No change | 375 | $15K |
| Bank of New Hampshire | 0.00% | No change | 375 | $15K |
| Concord Wealth Partners | 0.00% | Add +0.8% | 361 | $14K |
| New Millennium Group LLC | 0.01% | Add +0.9% | 352 | $14K |
| Leonteq Securities AG | 0.00% | Add +15.1% | 351 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 334 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.7% | 333 | $13K |
| Covestor Ltd | 0.01% | Reduce -10.3% | 314 | $13K |
| Hemington Wealth Management | 0.00% | Reduce -6.2% | 333 | $13K |
| Hilltop National Bank | 0.00% | No change | 325 | $13K |
| Westfuller Advisors, LLC | 0.01% | New | 302 | $12K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 280 | $12K |
| Friedenthal Financial | 0.01% | No change | 300 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.1% | 284 | $11K |
| Banque Cantonale Vaudoise | 0.00% | No change | 269 | $11K |
| SWAN Capital LLC | 0.00% | Reduce -34.7% | 262 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 250 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 242 | $10K |
| Anfield Capital Management, LLC | 0.00% | No change | 240 | $10K |
| Meeder Asset Management Inc. | 0.00% | New | 233 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 230 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +9.8% | 225 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -34.5% | 222 | $9K |
| Trust Co | 0.00% | No change | 200 | $8K |
| Bokf, NA | 0.00% | Add +6.8% | 189 | $8K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $8K |
| Archer Investment Corp | 0.00% | Reduce -97.2% | 188 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.2% | 170 | $7K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 158 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 147 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 145 | $6K |
| Copia Wealth Management | 0.00% | No change | 138 | $6K |
| Salomon & Ludwin, LLC | 0.00% | New | 111 | $4K |
| WealthCollab, LLC | 0.00% | No change | 92 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | New | 88 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 85 | $3K |
| Thompson Investment Management, Inc. | 0.00% | New | 81 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +19.4% | 80 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1.3% | 78 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 67 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 63 | $3K |
| Rossby Financial, LCC | 0.00% | Add +255.6% | 64 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 62 | $2K |
| Sachetta, LLC | 0.00% | No change | 57 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 50 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +6.7% | 48 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.8% | 44 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 41 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 37 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.6% | 34 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -41.3% | 27 | $1K |
| Mather Group, Llc. | 0.00% | New | 27 | $1K |
| Bare Financial Services, Inc | 0.00% | Reduce -72.9% | 26 | $1K |
| NFSG Corp | 0.00% | No change | 26 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 26 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 33 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -14.8% | 23 | $918 |
| Guerra Advisors Inc | 0.00% | New | 20 | $798 |
| MV Capital Management, Inc. | 0.00% | Add +53.9% | 20 | $798 |
| Spire Wealth Management | 0.00% | New | 20 | $798 |
| Heartwood Wealth Advisors LLC | 0.00% | New | 19 | $758 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +45.5% | 16 | $638 |
| SJS Investment Consulting Inc. | 0.00% | No change | 15 | $599 |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $559 |
| S&T Bank | 0.00% | New | 14 | $559 |
| American Capital Advisory, LLC | 0.00% | Add +20.0% | 12 | $479 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $479 |
| Stone House Investment Management, LLC | 0.00% | No change | 12 | $479 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 9 | $349 |
| North Star Investment Management Corp. | 0.00% | No change | 4 | $160 |
| Quarry LP | 0.00% | Reduce -99.9% | 4 | $160 |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -94.5% | 3 | $120 |
| Seneschal Advisors, LLC | 0.00% | New | 2 | $80 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $80 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 1 | $40 |
| North Capital, Inc. | 0.00% | New | 1 | $40 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $39 |
| Avion Wealth | 0.00% | No change | 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.