Essential UtilitiesWTRG
13F holders, Q4 2025 (December 31)695holders +16
77new positions
83sold out
6famous investors
$38.36avg. 13F price*
At the end of Q4 2025, 695 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 16 from Q3 2025. 77 opened new positions and 83 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and State Street Corp. ($530.6M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $213.3M |
| Exits | 83 | $152.5M |
All 13F filers, Q3 2025 → Q4 2025: 21,840,206 shares bought and 32,278,593 shares sold, net −10,438,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 695 holders
| BlackRock, Inc. | 0.02% | Reduce -7.0% | 34,344,919 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -1.0% | 30,935,627 | $1.2B |
| State Street Corp. | 0.02% | Add +1.8% | 13,833,175 | $530.6M |
| Nordea Investment Management AB | 0.25% | Reduce -15.0% | 7,625,755 | $292.9M |
| Amundi | 0.07% | Add +33.4% | 6,335,695 | $243.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 5,233,715 | $200.2M |
| Pictet Asset Management Holding SA | 0.17% | Add +19.5% | 4,539,977 | $174.2M |
| Legal & General Group Plc | 0.04% | Add +19.0% | 4,149,063 | $159.2M |
| First Trust Advisors LP | 0.12% | Add +0.9% | 4,142,709 | $158.9M |
| Norges Bank | 0.02% | — | 4,019,193 | $154.2M |
| Invesco Ltd. | 0.01% | Add +0.8% | 3,962,841 | $152.0M |
| Nomura Asset Management International Inc. | 0.23% | — | 3,940,005 | $151.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.2% | 3,738,180 | $143.4M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 3,420,270 | $131.2M |
| ANTIPODES PARTNERS Ltd | 2.64% | Add +2.0% | 3,274,915 | $125.6M |
| Northern Trust Corp. | 0.02% | Add +2.5% | 3,243,647 | $124.4M |
| Susquehanna International Group, LLP | 0.16% | Add +9476.0% | 2,975,636 | $114.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 2,775,238 | $106.5M |
| Bank of New York Mellon Corp | 0.02% | Add +1.4% | 2,747,272 | $105.4M |
| Boston Trust Walden Corp | 0.74% | Reduce -2.5% | 2,558,690 | $98.2M |
| Jane Street Group, LLC | 0.11% | Add +45152.0% | 2,485,693 | $95.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -4.0% | 2,281,749 | $87.5M |
| Duff & Phelps Investment Management Co. | 0.95% | Reduce -0.6% | 2,188,681 | $84.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.11% | Reduce -28.4% | 1,971,886 | $75.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.4% | 1,919,953 | $73.6M |
| Ensign Peak Advisors, Inc | 0.12% | Reduce -2.4% | 1,748,362 | $67.1M |
| FIL Ltd | 0.05% | Reduce -0.6% | 1,718,667 | $65.9M |
| Empower Advisory Group, LLC | 0.17% | Reduce -3.0% | 1,688,534 | $64.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.6% | 1,574,767 | $60.4M |
| Toronto Dominion Bank | 0.11% | Add +1651.9% | 1,551,534 | $59.5M |
| Citadel Advisors | 0.04% | Reduce -43.8% | 1,409,160 | $54.1M |
| Franklin Resources Inc. | 0.01% | Add +16.6% | 1,369,736 | $52.5M |
| Bank of America Corp. | 0.00% | Add +56.8% | 1,341,066 | $51.4M |
| Allianz Asset Management GmbH | 0.06% | Reduce -13.2% | 1,329,363 | $51.0M |
| Millennium Management | 0.04% | Add +3650.7% | 1,255,212 | $48.1M |
| Magnetar Financial LLC | 0.49% | Add +6508.4% | 1,199,090 | $46.0M |
| Epoch Investment Partners, Inc. | 0.25% | Reduce -3.5% | 1,136,823 | $43.6M |
| UBS Group AG | 0.01% | Reduce -17.7% | 1,105,002 | $42.4M |
| AQR Capital Management | 0.02% | Reduce -35.2% | 1,031,286 | $39.6M |
| AQR Arbitrage LLC | 0.98% | New | 948,884 | $36.4M |
| Gotham Asset Management | 0.13% | Add +3.8% | 942,477 | $36.2M |
| Citigroup Inc. | 0.02% | Add +804.1% | 899,141 | $34.5M |
| California State Teachers Retirement System | 0.03% | Reduce -2.8% | 861,994 | $33.1M |
| Rhumbline Advisers | 0.03% | Reduce -2.1% | 857,683 | $32.9M |
| ProShare Advisors LLC | 0.06% | Reduce -14.2% | 829,432 | $31.8M |
| GW&K Investment Management, LLC | 0.27% | Reduce -0.7% | 813,647 | $31.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.37% | Reduce -10.5% | 801,918 | $30.8M |
| California Public Employees Retirement System | 0.02% | Reduce -13.8% | 766,353 | $29.4M |
| Eurizon Capital SGR S.p.A. | 0.09% | — | 756,872 | $29.0M |
| Swiss National Bank | 0.02% | Reduce -7.6% | 747,000 | $28.7M |
| Wells Fargo & Company | 0.01% | Reduce -27.5% | 667,546 | $25.6M |
| Alliancebernstein L.P. | 0.01% | Add +33.0% | 653,396 | $25.1M |
| Deutsche Bank AG | 0.01% | Add +5.3% | 617,210 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.3% | 611,033 | $23.4M |
| Gabelli Funds LLC | 0.15% | Add +1.2% | 585,350 | $22.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -1.7% | 565,629 | $21.7M |
| Nuveen, LLC | 0.01% | Add +3.4% | 559,974 | $21.5M |
| LMR Partners LLP | 0.27% | New | 559,532 | $21.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -0.2% | 559,445 | $21.5M |
| Capitolis Liquid Global Markets LLC | 0.13% | New | 552,000 | $21.2M |
| Barclays PLC | 0.01% | Reduce -14.9% | 549,408 | $21.1M |
| Flputnam Investment Management Co. | 0.30% | Add +6.1% | 545,708 | $20.9M |
| New York State Common Retirement Fund | 0.03% | Reduce -10.2% | 510,717 | $19.6M |
| Squarepoint Ops LLC | 0.04% | New | 502,033 | $19.3M |
| Wellington Management Group LLP | 0.00% | New | 501,215 | $19.2M |
| Energy Income Partners, LLC | 0.34% | Reduce -32.4% | 491,494 | $18.9M |
| Jones Financial Companies LLLP | 0.01% | Add +4.6% | 458,050 | $17.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -19.5% | 453,568 | $17.4M |
| Greenland Capital Management LP | 2.69% | Add +51.9% | 448,367 | $17.2M |
| Royal Bank of Canada | 0.00% | Reduce -44.3% | 436,683 | $16.8M |
| John G Ullman & Associates Inc. | 2.07% | Reduce -12.8% | 405,450 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 402,165 | $15.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -1.4% | 395,970 | $15.2M |
| Aviva PLC | 0.03% | Reduce -10.4% | 387,540 | $14.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +52.2% | 387,412 | $14.9M |
| Kintayl Capital LP | 8.71% | New | 376,095 | $14.4M |
| Swedbank AB | 0.01% | Reduce -0.1% | 373,159 | $14.3M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 342,103 | $13.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.8% | 340,527 | $13.1M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 339,617 | $13.0M |
| Aberdeen Group plc | 0.02% | Add +83.2% | 339,233 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.5% | 327,463 | $12.6M |
| Candriam S.C.A. | 0.06% | Add +2.8% | 318,034 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 308,450 | $11.8M |
| New York State Teachers Retirement System | 0.02% | Add +7.2% | 296,631 | $11.4M |
| FMR LLC | 0.00% | Reduce -71.5% | 285,690 | $11.0M |
| Maryland State Retirement & Pension System | 0.22% | Add +2.4% | 279,813 | $10.7M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | Reduce -30.9% | 275,909 | $10.6M |
| Stifel Financial Corp. | 0.01% | Reduce -8.1% | 263,601 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.3% | 262,237 | $10.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 257,585 | $10.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.46% | Reduce -4.2% | 250,923 | $9.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +13.9% | 245,229 | $9.4M |
| Natixis Advisors, LLC | 0.01% | Add +15.9% | 242,414 | $9.3M |
| Cetera Investment Advisers | 0.01% | Add +7.0% | 241,422 | $9.3M |
| Van Eck Associates Corp. | 0.01% | Add +0.9% | 241,102 | $9.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 236,479 | $9.1M |
| AdvisorNet Financial, Inc | 0.48% | Add +130.1% | 232,963 | $8.9M |
| Deprince Race & Zollo Inc. | 0.17% | Reduce -37.4% | 231,228 | $8.9M |
| Magellan Asset Management Ltd | 0.10% | Add +5.3% | 225,280 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 218,899 | $8.4M |
| Storebrand Asset Management As | 0.02% | No change | 204,915 | $7.9M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.80% | Reduce -1.8% | 203,103 | $7.8M |
| KLP Kapitalforvaltning As | 0.03% | Reduce -18.8% | 195,700 | $7.5M |
| Creative Planning | 0.01% | Add +5.5% | 192,312 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 187,705 | $7.2M |
| Allworth Financial LP | 0.03% | Reduce -3.0% | 181,555 | $7.0M |
| Virtu Financial LLC | 0.27% | New | 181,511 | $7.0M |
| Quantinno Capital Management LP | 0.01% | Add +65.7% | 177,049 | $6.8M |
| Macquarie Group Ltd. | 0.03% | Reduce -95.1% | 173,096 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +50.4% | 166,763 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -37.8% | 163,111 | $6.3M |
| Verition Fund Management LLC | 0.04% | Add +192.6% | 160,899 | $6.2M |
| Abc Arbitrage SA | 0.58% | New | 160,405 | $6.2M |
| Wills Financial Group LLC | 2.31% | Reduce -1.4% | 157,313 | $6.0M |
| Natixis | 0.02% | New | 156,989 | $6.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -10.7% | 156,885 | $6.0M |
| TD Asset Management Inc | 0.00% | Add +1.7% | 155,090 | $5.9M |
| Korea Investment CORP | 0.01% | Reduce -46.3% | 151,048 | $5.8M |
| APG Asset Management N.V. | 0.02% | Reduce -9.0% | 173,519 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Add +1.2% | 146,430 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.9% | 145,038 | $5.6M |
| Guggenheim Capital LLC | 0.04% | Add +13.8% | 142,012 | $5.4M |
| XTX Topco Ltd | 0.14% | New | 139,884 | $5.4M |
| Bank of Montreal | 0.00% | Reduce -10.2% | 139,005 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.1% | 138,229 | $5.3M |
| Toth Financial Advisory Corp. | 0.56% | Add +5.4% | 134,664 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 133,230 | $5.1M |
| Hamilton Point Investment Advisors, LLC | 0.77% | Add +0.7% | 132,788 | $5.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -7.7% | 130,006 | $5.0M |
| Abn Amro Investment Solutions | 0.07% | Reduce -14.1% | 128,266 | $4.9M |
| Alps Advisors Inc. | 0.03% | Reduce -4.8% | 127,596 | $4.9M |
| Ostrum Asset Management | 0.23% | Reduce -41.0% | 127,515 | $4.9M |
| American Century Companies Inc. | 0.00% | Add +0.2% | 126,718 | $4.9M |
| Nuance Investments, LLC | 0.53% | New | 126,035 | $4.8M |
| Amalgamated Bank | 0.03% | Reduce -2.7% | 124,785 | $4.8M |
| Holocene Advisors, LP | 0.01% | Reduce -19.3% | 124,144 | $4.8M |
| Sei Investments Co. | 0.00% | Add +25.4% | 121,420 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -1.9% | 120,521 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -15.1% | 118,303 | $4.5M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -9.1% | 117,766 | $4.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 117,757 | $4.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 117,497 | $4.5M |
| Tredje AP-fonden | 0.03% | No change | 117,480 | $4.5M |
| Intesa Sanpaolo S.p.A. | 0.29% | — | 117,100 | $4.5M |
| HM Payson & Co. | 0.06% | No change | 116,608 | $4.5M |
| Coston, McIsaac & Partners | 1.03% | Add +2.5% | 115,170 | $4.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -5.4% | 112,287 | $4.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -14.6% | 108,822 | $4.2M |
| Covea Finance | 0.14% | No change | 109,400 | $4.2M |
| NFJ Investment Group, LLC | 0.15% | Reduce -21.4% | 105,602 | $4.1M |
| Hennessy Advisors Inc. | 0.14% | Reduce -1.8% | 104,300 | $4.0M |
| Cambiar Investors LLC | 0.18% | Reduce -17.6% | 104,260 | $4.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.4% | 102,722 | $4.0M |
| First National Bank & Trust Co. of Newtown | 0.73% | Reduce -2.7% | 103,260 | $4.0M |
| Danske Bank A/S | 0.01% | Add +10.6% | 103,209 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 102,251 | $3.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -0.1% | 99,453 | $3.8M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +2.2% | 98,275 | $3.8M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.14% | — | 98,075 | $3.8M |
| Brown Advisory Inc. | 0.01% | Reduce -3.4% | 97,391 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.3% | 94,771 | $3.6M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -9.8% | 94,617 | $3.6M |
| Gateway Investment Advisers LLC | 0.03% | New | 92,972 | $3.6M |
| HSBC Holdings PLC | 0.00% | Reduce -4.9% | 92,828 | $3.6M |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2.91% | — | 92,461 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.9% | 89,725 | $3.5M |
| Glenmede Trust Co. NA | 0.02% | — | 90,792 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.8% | 88,829 | $3.4M |
| South Dakota Investment Council | 0.06% | Reduce -8.2% | 87,906 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +17.8% | 87,855 | $3.4M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +3.1% | 86,439 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +18.1% | 84,819 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.6% | 84,410 | $3.2M |
| Texas Yale Capital Corp. | 0.10% | Add +1.5% | 84,138 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +433.2% | 84,064 | $3.2M |
| Mint Tower Capital Management B.V. | 1.00% | New | 83,331 | $3.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +0.3% | 83,188 | $3.2M |
| Alpine Woods Capital Investors, LLC | 0.76% | Add +9.4% | 82,933 | $3.2M |
| Trilogy Capital Inc. | 0.14% | New | 80,502 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 80,129 | $3.1M |
| Synergy Asset Management, LLC | 0.32% | Reduce -65.9% | 79,824 | $3.1M |
| Prudential PLC | 0.02% | Add +15.6% | 79,077 | $3.0M |
| ASR Vermogensbeheer N.V. | 0.04% | Reduce -0.9% | 78,856 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.3% | 78,493 | $3.0M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.3% | 78,300 | $3.0M |
| Arizona State Retirement System | 0.02% | Reduce -6.8% | 77,013 | $3.0M |
| Agf Management Ltd. | 0.01% | Reduce -8.4% | 76,692 | $2.9M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -99.4% | 74,900 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.3% | 73,678 | $2.8M |
| Comerica Bank | 0.01% | Reduce -4.6% | 73,563 | $2.8M |
| IFM Investors Pty Ltd | 0.02% | Add +3.8% | 73,486 | $2.8M |
| Aurora Investment Counsel | 1.48% | Add +3.9% | 73,169 | $2.8M |
| Bridgewater Associates | 0.01% | New | 72,909 | $2.8M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | — | 72,428 | $2.8M |
| Jacobi Capital Management LLC | 0.16% | Reduce -1.5% | 71,475 | $2.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | New | 68,336 | $2.6M |
| Forsta Ap-Fonden | 0.02% | Reduce -8.3% | 68,300 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -3.1% | 68,210 | $2.6M |
| DNB Asset Management AS | 0.01% | No change | 67,180 | $2.6M |
| State of Michigan Retirement System | 0.01% | Reduce -9.8% | 66,871 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.4% | 65,677 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 64,981 | $2.5M |
| Arcadia Investment Management Corp. | 0.40% | Reduce -2.4% | 64,675 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -36.4% | 64,241 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +1.3% | 63,312 | $2.4M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +47.6% | 62,956 | $2.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | Add +32.4% | 59,550 | $2.3M |
| GAMCO Investors | 0.02% | New | 58,487 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Add +3.5% | 57,406 | $2.2M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -5.2% | 56,593 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.5% | 56,188 | $2.2M |
| Benedict Financial Advisors Inc. | 0.45% | Reduce -5.6% | 55,930 | $2.1M |
| Advisors Asset Management, Inc. | 0.04% | Add +47.7% | 55,619 | $2.1M |
| Inspire Advisors, LLC | 0.20% | Add +99.7% | 55,575 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.5% | 54,880 | $2.1M |
| Bridgewater Advisors Inc. | 0.14% | Reduce -0.1% | 54,604 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -5.7% | 53,628 | $2.1M |
| New Mexico Educational Retirement Board | 0.06% | No change | 53,400 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 53,084 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -25.3% | 53,037 | $2.0M |
| BLB&B Advisors, LLC | 0.09% | Reduce -2.8% | 52,976 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +7.0% | 50,545 | $1.9M |
| Secure Asset Management, LLC | 0.30% | Add +2.9% | 50,284 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.2% | 49,668 | $1.9M |
| Shelton Capital Management | 0.04% | No change | 47,676 | $1.8M |
| Utah Retirement Systems | 0.02% | No change | 46,226 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 46,008 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +10.6% | 45,517 | $1.7M |
| Heartland Advisors Inc. | 0.09% | Reduce -87.6% | 45,483 | $1.7M |
| Jefferies Financial Group Inc. | 0.01% | Add +27.7% | 45,400 | $1.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | New | 45,000 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +17.9% | 44,460 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -11.5% | 43,617 | $1.7M |
| Generali Asset Management SPA SGR | 0.03% | Add +9.3% | 42,421 | $1.6M |
| Xponance LLC | 0.01% | Reduce -11.2% | 42,314 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +0.7% | 42,133 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 42,119 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.2% | 41,777 | $1.6M |
| Weaver C. Barksdale & Associates, Inc. | 1.61% | Reduce -11.2% | 40,061 | $1.5M |
| Radnor Capital Management, LLC | 0.23% | Reduce -2.3% | 40,060 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +141.4% | 39,439 | $1.5M |
| Agp Franklin, LLC | 0.70% | Reduce -0.2% | 38,787 | $1.5M |
| Cwm, LLC | 0.00% | Reduce -4.3% | 38,421 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.10% | Reduce -5.1% | 37,559 | $1.4M |
| A. D. Beadell Investment Counsel, Inc. | 0.93% | New | 37,345 | $1.4M |
| Versor Investments LP | 0.22% | New | 37,291 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.3% | 37,199 | $1.4M |
| Raiffeisen Bank International AG | 0.02% | Reduce -14.4% | 36,912 | $1.4M |
| Water Island Capital LLC | 0.18% | New | 36,646 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.3% | 36,610 | $1.4M |
| Capital Innovations LLC | 0.40% | — | 36,596 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.7% | 36,269 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.6% | 35,842 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 35,629 | $1.4M |
| Investors Research Corp | 0.24% | Reduce -2.0% | 34,650 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.03% | Add +5.8% | 34,524 | $1.3M |
| Spirit of America Management Corp. | 0.28% | Add +5.4% | 34,350 | $1.3M |
| OP Asset Management Ltd | 0.02% | Add +9.7% | 34,203 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | Reduce -46.7% | 34,112 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -9.4% | 34,106 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -29.4% | 33,844 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.7% | 33,569 | $1.3M |
| Christine Messmer PC | 0.81% | — | 32,494 | $1.2M |
| Philadelphia Trust Co. | 0.09% | Add +18.2% | 32,464 | $1.2M |
| Pathway Financial Advisers, LLC | 0.36% | Reduce -1.8% | 31,919 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +23.9% | 31,582 | $1.2M |
| Vise Technologies, Inc. | 0.02% | Add +13.8% | 30,966 | $1.2M |
| Addison Capital Co | 0.29% | Reduce -5.8% | 30,623 | $1.2M |
| Bank of Nova Scotia | 0.00% | Add +20.3% | 30,518 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +10.3% | 30,140 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -1.0% | 30,051 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +1.5% | 30,005 | $1.2M |
| Credit Agricole S A | 0.00% | Reduce -16.5% | 29,952 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -6.3% | 28,045 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -6.1% | 38,387 | $1.1M |
| Commerzbank Aktiengesellschaft | 0.02% | No change | 27,263 | $1.0M |
| Lee Financial Co | 0.14% | Reduce -10.8% | 27,221 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +0.0% | 27,062 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.19% | Add +4.3% | 26,908 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 26,707 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -93.3% | 26,545 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.7% | 26,517 | $1.0M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.7% | 26,408 | $1.0M |
| apricus wealth, LLC | 0.51% | No change | 26,262 | $1.0M |
| Quadrant Capital Group LLC | 0.03% | Add +44.1% | 26,210 | $1.0M |
| Rodgers Brothers Inc. | 0.12% | No change | 26,163 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 26,161 | $1.0M |
| Olympiad Research LP | 2.66% | New | 26,056 | $1000K |
| Blackhill Capital Inc. | 0.05% | No change | 26,041 | $999K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -2.3% | 25,767 | $988K |
| Community Bank, N.A. | 0.12% | Reduce -1.9% | 25,468 | $977K |
| Cullen Capital Management, LLC | 0.01% | Reduce -5.6% | 25,201 | $967K |
| Polar Asset Management Partners Inc. | 0.02% | New | 25,000 | $959K |
| Perigon Wealth Management, LLC | 0.02% | New | 24,987 | $958K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 23,912 | $953K |
| Achmea Investment Management B.V. | 0.02% | New | 24,791 | $951K |
| PW Nova Financial Services LLC | 0.35% | — | 23,895 | $924K |
| Key Financial Inc | 0.17% | Add +0.2% | 23,802 | $913K |
| Prelude Capital Management, LLC | 0.07% | New | 23,372 | $897K |
| Kingdom Financial Group LLC. | 0.28% | New | 23,269 | $893K |
| Hamrick Investment Counsel, llc | 0.66% | — | 23,066 | $885K |
| New York Life Investment Management LLC | 0.01% | Reduce -14.8% | 22,985 | $882K |
| Haverford Trust Co | 0.01% | No change | 22,091 | $847K |
| Ethic Inc. | 0.01% | Reduce -14.6% | 21,770 | $835K |
| CenterBook Partners LP | 0.04% | Reduce -53.3% | 21,503 | $825K |
| Aspire Private Capital, LLC | 0.18% | No change | 21,176 | $812K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.0% | 21,068 | $808K |
| Holos Integrated Wealth LLC | 0.44% | No change | 20,455 | $791K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.2% | 20,549 | $788K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -23.3% | 20,543 | $788K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -8.2% | 20,359 | $781K |
| CIBC Asset Management Inc | 0.00% | Add +21.6% | 20,246 | $777K |
| Occudo Quantitative Strategies LP | 0.05% | New | 20,142 | $773K |
| Blair William & Co. | 0.00% | Reduce -9.1% | 20,066 | $770K |
| Summit Financial, LLC | 0.01% | Add +0.2% | 20,016 | $768K |
| Fiduciary Trust Co | 0.01% | Reduce -0.9% | 19,964 | $766K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.5% | 19,952 | $765K |
| QRG Capital Management, Inc. | 0.01% | Add +6.3% | 19,841 | $761K |
| Aristotle Capital Boston, LLC | 0.04% | Reduce -4.5% | 19,733 | $757K |
| Polymer Capital Management (US) LLC | 0.10% | New | 19,645 | $754K |
| Federated Hermes, Inc. | 0.00% | Reduce -8.7% | 19,415 | $745K |
| Wealthspire Advisors, LLC | 0.01% | Add +15.5% | 19,405 | $744K |
| Investment Management Corp of Ontario | 0.01% | Add +44.0% | 19,055 | $731K |
| Costello Asset Management, INC | 0.24% | Reduce -80.6% | 19,054 | $731K |
| Mariner, LLC | 0.00% | Reduce -75.3% | 19,012 | $730K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 18,975 | $728K |
| Godshalk Welsh Capital Management, Inc. | 0.41% | Reduce -18.5% | 18,711 | $718K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -59.7% | 18,703 | $717K |
| Siemens Fonds Invest GmbH | 0.04% | Add +378.3% | 18,617 | $716K |
| AMF Tjanstepension AB | 0.00% | No change | 18,594 | $713K |
| Prudential Financial Inc. | 0.00% | Reduce -64.7% | 18,538 | $711K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.1% | 18,299 | $702K |
| Allstate Corp. | 0.01% | Add +91.6% | 18,136 | $696K |
| Dakota Wealth Management | 0.01% | New | 17,848 | $685K |
| Rothschild Investment LLC | 0.04% | Reduce -4.4% | 17,692 | $679K |
| AG2R La Mondiale Gestion D'actifs | 0.03% | Add +13.4% | 17,596 | $675K |
| KBC Group NV | 0.00% | No change | 17,554 | $673K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $663K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.7% | 17,162 | $658K |
| NorthStar Asset Management LLC | 0.30% | New | 17,117 | $657K |
| Schnieders Capital Management, Llc. | 0.10% | New | 17,071 | $655K |
| Harvest Management LLC | 0.24% | New | 17,000 | $652K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 16,626 | $638K |
| Everett Harris & Co. | 0.01% | Add +6.7% | 16,000 | $614K |
| Praxis Investment Management Inc. | 0.04% | No change | 15,970 | $613K |
| Blossom Wealth Management | 1.01% | Reduce -10.6% | 15,874 | $609K |
| Farther Finance Advisors, LLC | 0.01% | Add +38.2% | 15,740 | $604K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 15,556 | $597K |
| Loudon Investment Management, LLC | 0.31% | No change | 15,463 | $593K |
| Meeder Advisory Services, Inc. | 0.03% | Add +11.3% | 15,311 | $587K |
| Chesapeake Capital Corp. | 0.49% | No change | 15,204 | $583K |
| D.A. Davidson & Co. | 0.00% | Add +2.9% | 15,194 | $583K |
| HB Wealth Management, LLC | 0.00% | Add +6.9% | 15,098 | $579K |
| First Pacific Financial | 0.07% | Reduce -4.5% | 14,940 | $573K |
| Oakmont Investment Advisors, Inc. | 0.42% | — | 14,916 | $572K |
| Nomura Holdings Inc. | 0.00% | Add +12.1% | 14,898 | $571K |
| Kathmere Capital Management, LLC | 0.04% | Add +38.4% | 14,532 | $557K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +50.6% | 14,518 | $557K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 14,370 | $553K |
| Resurgent Financial Advisors LLC | 0.28% | No change | 14,413 | $553K |
| Truist Financial Corp. | 0.00% | Reduce -36.9% | 14,325 | $549K |
| US Bancorp \de | 0.00% | Add +1.1% | 14,237 | $546K |
| Intech Investment Management LLC | 0.00% | Reduce -69.3% | 14,224 | $546K |
| Ingalls & Snyder LLC | 0.02% | Reduce -10.6% | 14,210 | $545K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 13,898 | $533K |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.1% | 13,896 | $533K |
| Peoples Bank | 0.53% | Reduce -1.4% | 13,803 | $529K |
| Red Door Wealth Management, LLC | 0.05% | Add +0.1% | 13,537 | $519K |
| Janus Henderson Group PLC | 0.00% | Add +59.1% | 13,466 | $516K |
| Whalen Wealth Management Inc. | 0.28% | Add +84.3% | 13,385 | $513K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.9% | 13,354 | $512K |
| Metis Global Partners, LLC | 0.01% | Reduce -2.3% | 13,289 | $510K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.8% | 13,266 | $509K |
| Jump Financial, LLC | 0.01% | New | 13,027 | $500K |
| CSS LLC | 0.08% | New | 13,000 | $499K |
| Alan B Lancz & Associates, Inc. | 0.43% | No change | 12,784 | $490K |
| Clean Yield Group | 0.14% | No change | 12,729 | $488K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 12,661 | $486K |
| Schroder Investment Management Group | 0.00% | Add +44.1% | 12,509 | $481K |
| denkapparat Operations GmbH | 0.26% | No change | 12,528 | $481K |
| Vinva Investment Management Ltd | 0.01% | Reduce -24.2% | 12,457 | $479K |
| Caprock Group, LLC | 0.01% | New | 12,342 | $473K |
| Pinebridge Investments LLC | 0.00% | — | 12,319 | $473K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -20.8% | 12,302 | $472K |
| Ieq Capital, LLC | 0.00% | Reduce -84.0% | 12,186 | $467K |
| Mitchell Sinkler & Starr | 0.21% | Reduce -6.1% | 12,037 | $462K |
| Rakuten Investment Management, Inc. | 0.00% | Add +2.9% | 11,881 | $460K |
| Keybank National Association | 0.00% | Reduce -2.2% | 11,931 | $458K |
| Royal London Asset Management Ltd. | 0.00% | No change | 11,785 | $452K |
| Pullen Investment Management, LLC | 0.24% | Reduce -1.9% | 11,761 | $451K |
| &partners | 0.00% | Reduce -23.9% | 11,743 | $450K |
| Farmers Trust Co. | 0.07% | Add +2.1% | 11,739 | $450K |
| Brooklyn Investment Group | 0.02% | New | 11,604 | $449K |
| Compound Planning, Inc. | 0.01% | Add +7.4% | 11,613 | $445K |
| WealthTrust Axiom LLC | 0.11% | No change | 11,420 | $438K |
| Quaker Wealth Management, LLC | 0.14% | Reduce -4.3% | 11,264 | $432K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -28.5% | 11,212 | $430K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.2% | 11,103 | $426K |
| SS&H Financial Advisors, Inc. | 0.12% | No change | 11,074 | $425K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 11,052 | $424K |
| CENTRAL TRUST Co | 0.01% | Reduce -38.8% | 10,929 | $419K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 10,857 | $416K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.9% | 10,807 | $415K |
| Independent Advisor Alliance | 0.01% | Reduce -1.6% | 10,793 | $414K |
| GAMMA Investing LLC | 0.02% | Add +28.8% | 10,767 | $413K |
| Gulf International Bank (UK) Ltd | 0.01% | No change | 10,690 | $410K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.7% | 10,632 | $408K |
| AE Wealth Management LLC | 0.00% | Reduce -10.6% | 10,598 | $407K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -1.1% | 10,566 | $405K |
| Bleakley Financial Group, LLC | 0.01% | New | 10,467 | $402K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 10,453 | $401K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +19.4% | 10,207 | $392K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,062 | $386K |
| Chase Investment Counsel Corp. | 0.11% | New | 10,061 | $385K |
| Seeds Investor LLC | 0.07% | Add +75.2% | 9,874 | $379K |
| Commerce Bank | 0.00% | Add +1.2% | 9,776 | $375K |
| North Dakota State Investment Board | 0.01% | — | 9,774 | $375K |
| Cibc World Markets Corp. | 0.00% | — | 9,732 | $373K |
| Mendel Money Management | 0.15% | Reduce -1.1% | 9,340 | $358K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -47.8% | 9,327 | $358K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 9,312 | $357K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.7% | 9,273 | $356K |
| Vestcor Inc | 0.01% | No change | 9,259 | $355K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -0.9% | 9,207 | $353K |
| Modern Wealth Management, LLC | 0.01% | Add +16.0% | 9,025 | $346K |
| Signaturefd, LLC | 0.01% | Add +4.2% | 8,996 | $345K |
| RIA Advisory Group LLC | 0.08% | New | 8,962 | $344K |
| Inspire Investing, LLC | 0.03% | Reduce -58.1% | 8,959 | $344K |
| Banque Cantonale Vaudoise | 0.01% | Add +3223.8% | 8,941 | $342K |
| CX Institutional | 0.01% | Reduce -38.7% | 8,864 | $340K |
| Procyon Advisors, LLC | 0.02% | Add +0.1% | 8,753 | $336K |
| Continuum Advisory, LLC | 0.03% | Add +0.0% | 8,716 | $334K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -4.7% | 8,599 | $330K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -4.7% | 8,503 | $326K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +14.9% | 8,402 | $322K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.8% | 8,604 | $322K |
| Choreo, LLC | 0.00% | Reduce -4.8% | 8,370 | $322K |
| Rowlandmiller & Partners.adv | 0.06% | Add +0.1% | 8,354 | $320K |
| Osmosis Investment Management UK Ltd | 0.01% | — | 8,313 | $319K |
| Glenview Trust Co | 0.00% | Reduce -5.2% | 8,274 | $317K |
| Apella Capital, LLC | 0.01% | Reduce -1.1% | 8,254 | $317K |
| Merit Financial Group, LLC | 0.00% | Add +10.5% | 8,172 | $313K |
| ELCO Management Co., LLC | 0.20% | Reduce -27.7% | 8,170 | $313K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,066 | $309K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | No change | 8,035 | $308K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,924 | $304K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -32.8% | 7,813 | $300K |
| GSG Advisors LLC | 0.08% | No change | 7,797 | $299K |
| Greenleaf Trust | 0.00% | Add +22.6% | 7,772 | $298K |
| O'Brien Greene & Co. Inc | 0.09% | Reduce -4.9% | 7,714 | $296K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.8% | 7,708 | $296K |
| Catalyst Funds Management Pty Ltd | 0.07% | New | 7,600 | $292K |
| Flagship Capital Management Inc. | 0.21% | — | 7,595 | $291K |
| Tompkins Financial Corp. | 0.02% | Add +28.6% | 7,567 | $290K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,544 | $289K |
| Pinnacle Associates Ltd. | 0.00% | No change | 7,537 | $289K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,484 | $287K |
| Assetmark, Inc. | 0.00% | Reduce -2.0% | 7,313 | $281K |
| Gryphon Financial Partners LLC | 0.03% | New | 7,253 | $278K |
| Qsemble Capital Management, LP | 0.02% | New | 7,250 | $278K |
| Cetera Trust Company, N.A | 0.15% | Add +4.5% | 7,235 | $278K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 7,127 | $273K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 7,103 | $272K |
| Cozad Asset Management Inc. | 0.02% | Add +16.7% | 7,000 | $269K |
| Mgo One Seven LLC | 0.01% | Add +2.1% | 6,935 | $266K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 6,919 | $265K |
| Advisors Capital Management, LLC | 0.00% | No change | 6,819 | $262K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 6,763 | $259K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.05% | No change | 6,750 | $259K |
| STRS Ohio | 0.00% | Add +0.2% | 6,718 | $258K |
| Providence Wealth Advisors, LLC | 0.16% | No change | 6,835 | $258K |
| Kennedy Investment Group, Inc. | 0.10% | Reduce -1.2% | 6,691 | $257K |
| Vident Advisory, LLC | 0.00% | Add +19.5% | 6,657 | $255K |
| Intrua Financial, LLC | 0.03% | Reduce -5.0% | 6,631 | $254K |
| Ascent Group, LLC | 0.01% | Reduce -0.1% | 6,586 | $253K |
| S Harris Financial Group, LLC | 0.24% | — | 6,586 | $253K |
| MAI Capital Management | 0.00% | Add +2.8% | 6,493 | $249K |
| PTM Wealth Management, LLC | 0.14% | Add +0.9% | 6,443 | $243K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $240K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 6,250 | $240K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.2% | 6,240 | $239K |
| Wesbanco Bank Inc. | 0.01% | New | 6,171 | $237K |
| Phoenix Financial Ltd. | 0.00% | Reduce -6.1% | 6,059 | $232K |
| Sigma Planning Corp | 0.01% | Reduce -4.3% | 5,936 | $228K |
| Romano Brothers and Company | 0.03% | Add +0.0% | 5,930 | $227K |
| Charter Research & Investment Group, Inc. | 0.15% | No change | 5,930 | $227K |
| V-Square Quantitative Management LLC | 0.02% | New | 5,904 | $226K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -0.7% | 5,870 | $225K |
| Evergreen Capital Management LLC | 0.01% | Reduce -22.8% | 5,867 | $225K |
| Diversified Enterprises, LLC | 0.01% | New | 5,865 | $225K |
| Tred Avon Family Wealth, LLC | 0.07% | No change | 5,803 | $223K |
| Profund Advisors LLC | 0.01% | Reduce -8.2% | 5,744 | $220K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.8% | 5,639 | $216K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 5,593 | $215K |
| Anchor Investment Management, LLC | 0.02% | Reduce -12.1% | 5,567 | $214K |
| W.H. Cornerstone Investments Inc. | 0.13% | Reduce -2.7% | 5,532 | $212K |
| Virtue Capital Management, LLC | 0.03% | New | 5,484 | $212K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.8% | 5,495 | $211K |
| Moneco Advisors, LLC | 0.02% | Add +3.1% | 5,482 | $210K |
| Syon Capital LLC | 0.01% | Reduce -15.5% | 5,402 | $207K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 5,350 | $205K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.8% | 5,326 | $204K |
| Tower Wealth Partners, Inc. | 0.11% | Reduce -5.8% | 5,321 | $204K |
| Huntington National Bank | 0.00% | Reduce -0.8% | 5,320 | $204K |
| Benjamin Edwards Inc. | 0.00% | New | 5,302 | $203K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -13.4% | 5,302 | $203K |
| Catalyst Financial Partners LLC | 0.02% | New | 5,222 | $200K |
| Eastern Bank | 0.00% | Reduce -4.8% | 5,062 | $194K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.1% | 4,736 | $182K |
| Fifth Third Bancorp | 0.00% | Add +43.2% | 4,469 | $171K |
| UMB Bank, n.a. | 0.00% | Add +16.9% | 4,362 | $167K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 4,300 | $165K |
| Bfsg, LLC | 0.01% | No change | 3,869 | $148K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 3,728 | $143K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.1% | 3,299 | $127K |
| Global Retirement Partners, LLC | 0.00% | Add +12.5% | 3,298 | $127K |
| Hanson & Doremus Investment Management | 0.01% | No change | 3,142 | $121K |
| Whittier Trust Co. | 0.00% | No change | 3,130 | $120K |
| Entrust Financial LLC | 0.09% | — | 3,136 | $120K |
| Manchester Capital Management LLC | 0.02% | Reduce -83.9% | 3,099 | $119K |
| Trust Co. of Vermont | 0.00% | No change | 3,020 | $116K |
| Guinness Asset Management LTD | 0.00% | Add +47.2% | 2,902 | $112K |
| Harbour Investments, Inc. | 0.00% | Add +4.2% | 2,856 | $110K |
| Colonial Trust Co / SC | 0.01% | Add +9.3% | 2,705 | $104K |
| Crews Bank & Trust | 0.01% | No change | 2,473 | $95K |
| IFP Advisors, Inc | 0.00% | Add +121.7% | 2,419 | $93K |
| Private Trust Co. NA | 0.01% | No change | 2,416 | $93K |
| Clearstead Trust, LLC | 0.01% | Add +47.0% | 2,205 | $85K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 2,124 | $81K |
| Arax Advisory Partners | 0.00% | Reduce -90.7% | 2,073 | $80K |
| Kennebec Savings Bank | 0.07% | Add +143.3% | 2,063 | $79K |
| Tower View Wealth Management LLC | 0.04% | Add +51.9% | 2,055 | $79K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.04% | No change | 2,000 | $77K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.4% | 1,993 | $76K |
| SageView Advisory Group, LLC | 0.00% | New | 1,935 | $74K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,866 | $72K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,766 | $68K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $65K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $65K |
| Asset Dedication, LLC | 0.00% | No change | 1,677 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | Add +11.3% | 1,649 | $63K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -41.4% | 1,549 | $59K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.5% | 1,513 | $58K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,445 | $55K |
| Truvestments Capital LLC | 0.01% | Add +0.7% | 1,415 | $54K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,320 | $51K |
| Quent Capital, LLC | 0.00% | Add +3.0% | 1,283 | $49K |
| Bessemer Group Inc. | 0.00% | Add +12.7% | 1,255 | $49K |
| Vega Investment Solutions | 0.01% | — | 1,150 | $44K |
| Orion Capital Management LLC | 0.01% | No change | 1,125 | $43K |
| Byrne Asset Management LLC | 0.02% | Reduce -11.3% | 1,100 | $42K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,000 | $38K |
| DV Trading LLC | 0.00% | — | 1,000 | $38K |
| Versant Capital Management, Inc | 0.00% | Reduce -32.5% | 967 | $37K |
| Essential Partners LLC | 0.01% | Reduce -52.8% | 950 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | Add +31466.7% | 947 | $36K |
| Motiv8 Investments LLC | 0.02% | New | 900 | $35K |
| Sound Income Strategies, LLC | 0.00% | No change | 873 | $35K |
| Chelsea Counsel Co. | 0.01% | No change | 900 | $35K |
| Blue Trust, Inc. | 0.00% | No change | 875 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 826 | $32K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +1134.3% | 827 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.7% | 815 | $31K |
| First Community Trust NA | 0.02% | No change | 802 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $31K |
| Ancora Advisors LLC | 0.00% | New | 776 | $30K |
| Addison Advisors LLC | 0.01% | No change | 771 | $30K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $29K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 733 | $28K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 720 | $28K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 777 | $27K |
| Princeton Global Asset Management LLC | 0.00% | No change | 705 | $27K |
| Blume Capital Management, Inc. | 0.00% | Reduce -49.1% | 700 | $27K |
| SouthState Bank Corp | 0.00% | Reduce -2.1% | 686 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +62.5% | 650 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -74.0% | 672 | $26K |
| American National Bank & Trust | 0.00% | No change | 671 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $26K |
| GoalVest Advisory LLC | 0.00% | New | 659 | $25K |
| First PREMIER Bank | 0.01% | No change | 650 | $25K |
| Asset Planning,Inc | 0.02% | No change | 625 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $24K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.0% | 625 | $24K |
| Zions Bancorporation, National Association | 0.00% | Add +891.9% | 615 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 600 | $23K |
| Bangor Savings Bank | 0.00% | Add +0.8% | 593 | $23K |
| Palladiem, LLC | 0.02% | — | 590 | $23K |
| Webster Bank, N. A. | 0.00% | Reduce -29.7% | 580 | $22K |
| DT Investment Partners, LLC | 0.00% | No change | 564 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Add +67.0% | 556 | $21K |
| True Wealth Design, LLC | 0.01% | Reduce -54.7% | 550 | $21K |
| Global X Japan Co., Ltd. | 0.00% | Add +38.3% | 542 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 520 | $20K |
| Leonteq Securities AG | 0.00% | Add +46.4% | 514 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 500 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | — | 493 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +4.3% | 488 | $19K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -21.0% | 479 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 458 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 454 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +13.8% | 445 | $17K |
| Larson Financial Group LLC | 0.00% | Add +2.2% | 426 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 424 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 423 | $16K |
| Wellington-Altus USA Inc. | 0.01% | — | 392 | $15K |
| City State Bank | 0.00% | No change | 380 | $15K |
| Robbins Farley | 0.01% | No change | 375 | $14K |
| Bank of New Hampshire | 0.00% | No change | 375 | $14K |
| Concord Wealth Partners | 0.00% | Add +1.1% | 365 | $14K |
| New Millennium Group LLC | 0.01% | Add +0.8% | 355 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 334 | $13K |
| Hilltop National Bank | 0.00% | No change | 325 | $12K |
| Covestor Ltd | 0.01% | Add +3.5% | 325 | $12K |
| Westfuller Advisors, LLC | 0.00% | Add +1.0% | 305 | $12K |
| Global Wealth Strategies & Associates | 0.00% | New | 300 | $12K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 280 | $11K |
| Guinness Atkinson Asset Management Inc | 0.01% | New | 276 | $11K |
| SWAN Capital LLC | 0.00% | No change | 262 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 255 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 250 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 243 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 242 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 240 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.7% | 240 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 222 | $9K |
| Meeder Asset Management Inc. | 0.00% | Reduce -10.7% | 208 | $8K |
| Trust Co | 0.00% | No change | 200 | $8K |
| Archer Investment Corp | 0.00% | Add +0.5% | 189 | $7K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 174 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 171 | $7K |
| Itau Unibanco Holding S.A. | 0.00% | Add +8.2% | 171 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -42.6% | 163 | $6K |
| ORG Partners LLC | 0.00% | New | 160 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +77.5% | 142 | $5K |
| Copia Wealth Management | 0.00% | No change | 138 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 111 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 109 | $4K |
| WealthCollab, LLC | 0.00% | No change | 92 | $4K |
| Rossby Financial, LCC | 0.00% | Add +42.2% | 91 | $4K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 90 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 85 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 81 | $3K |
| Zimmer Partners, LP | 0.00% | New | 80 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 78 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -13.6% | 76 | $3K |
| Elyxium Wealth, LLC | 0.00% | New | 76 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -50.3% | 73 | $3K |
| Fairman Group, LLC | 0.00% | New | 64 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 63 | $2K |
| Sachetta, LLC | 0.00% | No change | 57 | $2K |
| Ossiam | 0.00% | New | 54 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 50 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +2.4% | 42 | $2K |
| Osbon Capital Management LLC | 0.00% | — | 37 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 37 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 36 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 34 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 34 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $1K |
| Sankala Group LLC | 0.00% | — | 28 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +3.7% | 28 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 30 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 33 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 26 | $997 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 26 | $997 |
| Rialto Wealth Management, LLC | 0.00% | No change | 23 | $883 |
| MV Capital Management, Inc. | 0.00% | No change | 20 | $768 |
| Spire Wealth Management | 0.00% | No change | 20 | $767 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +6.3% | 17 | $652 |
| SJS Investment Consulting Inc. | 0.00% | No change | 15 | $576 |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $537 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 13 | $499 |
| Financial Consulate, Inc. | 0.00% | New | 13 | $499 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $461 |
| Stone House Investment Management, LLC | 0.00% | No change | 12 | $460 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 9 | $345 |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 8 | $307 |
| Dunhill Financial, LLC | 0.00% | New | 6 | $246 |
| North Star Investment Management Corp. | 0.00% | No change | 4 | $153 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $115 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $77 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $77 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $38 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $38 |
| 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.