Essential UtilitiesWTRG
13F holders, Q1 2026 (March 31)698holders +3
73new positions
73sold out
10famous investors
$40.27avg. 13F price*
At the end of Q1 2026, 698 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 3 from Q4 2025. 73 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($664.0M) and Vanguard Capital Management LLC ($509.9M). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $342.2M |
| Exits | 73 | $97.4M |
All 13F filers, Q4 2025 → Q1 2026: 26,412,356 shares bought and 31,876,161 shares sold, net −5,463,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 698 holders
| BlackRock, Inc. | 0.02% | Reduce -8.1% | 31,569,405 | $1.3B |
| Vanguard Portfolio Management LLC | 0.03% | — | 16,489,351 | $664.0M |
| Vanguard Capital Management LLC | 0.01% | — | 12,661,679 | $509.9M |
| State Street Corp. | 0.02% | Reduce -10.1% | 12,431,482 | $500.6M |
| Nordea Investment Management AB | 0.28% | Reduce -1.8% | 7,486,456 | $301.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 5,224,043 | $210.4M |
| Amundi | 0.05% | Reduce -28.4% | 4,539,553 | $182.8M |
| Invesco Ltd. | 0.02% | Add +7.7% | 4,269,638 | $171.9M |
| Millennium Management | 0.13% | Add +223.7% | 4,062,482 | $163.6M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -20.6% | 3,605,451 | $145.2M |
| Legal & General Group Plc | 0.03% | Reduce -17.8% | 3,408,848 | $137.3M |
| Qube Research & Technologies Ltd | 0.19% | New | 3,278,684 | $132.0M |
| Morgan Stanley | 0.01% | Reduce -5.9% | 3,219,049 | $129.6M |
| Northern Trust Corp. | 0.02% | Reduce -1.3% | 3,201,847 | $128.9M |
| AQR Arbitrage LLC | 2.48% | Add +230.6% | 3,137,219 | $126.3M |
| Balyasny Asset Management L.P. | 0.26% | Add +2522.9% | 3,088,625 | $124.4M |
| ANTIPODES PARTNERS Ltd | 2.34% | Reduce -7.8% | 3,018,815 | $121.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.8% | 2,881,490 | $116.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +80.3% | 2,839,278 | $114.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.2% | 2,523,064 | $101.6M |
| Boston Trust Walden Corp | 0.82% | Reduce -3.0% | 2,481,448 | $99.9M |
| Nomura Asset Management International Inc. | 0.16% | Reduce -40.3% | 2,353,605 | $94.8M |
| Jane Street Group, LLC | 0.10% | Reduce -7.0% | 2,310,349 | $93.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -41.4% | 2,191,979 | $90.0M |
| Duff & Phelps Investment Management Co. | 0.92% | Add +0.0% | 2,188,784 | $88.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.4% | 1,985,831 | $80.0M |
| FIL Ltd | 0.06% | Add +13.6% | 1,952,782 | $78.6M |
| First Trust Advisors LP | 0.06% | Reduce -53.9% | 1,911,611 | $77.0M |
| Empower Advisory Group, LLC | 0.19% | Add +7.1% | 1,808,639 | $72.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,760,933 | $70.9M |
| Assenagon Asset Management S.A. | 0.11% | Add +611.5% | 1,744,679 | $70.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +548.3% | 1,532,975 | $61.7M |
| Susquehanna International Group, LLP | 0.08% | Reduce -50.0% | 1,488,543 | $59.9M |
| Bank of America Corp. | 0.00% | Add +9.9% | 1,473,632 | $59.3M |
| Tudor Investment Corporation | 0.30% | New | 1,385,895 | $55.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.2% | 1,366,817 | $55.0M |
| Ensign Peak Advisors, Inc | 0.10% | Reduce -22.9% | 1,347,114 | $54.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +1499.9% | 1,282,008 | $51.6M |
| Magnetar Financial LLC | 0.52% | Add +0.4% | 1,203,685 | $48.5M |
| Epoch Investment Partners, Inc. | 0.29% | Add +4.7% | 1,189,930 | $47.9M |
| AQR Capital Management | 0.02% | Add +12.2% | 1,157,398 | $46.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -52.5% | 1,084,137 | $43.7M |
| UBS Group AG | 0.01% | Reduce -2.6% | 1,076,752 | $43.4M |
| Gotham Asset Management | 0.11% | Reduce -3.1% | 913,537 | $36.8M |
| Citigroup Inc. | 0.02% | Reduce -2.2% | 879,718 | $35.4M |
| Alliancebernstein L.P. | 0.01% | Add +39.0% | 907,990 | $34.8M |
| Nuveen, LLC | 0.01% | Add +52.7% | 855,135 | $34.4M |
| Rhumbline Advisers | 0.03% | Reduce -3.3% | 829,387 | $33.4M |
| GW&K Investment Management, LLC | 0.28% | Reduce -1.8% | 799,191 | $32.2M |
| Jones Financial Companies LLLP | 0.01% | Add +67.4% | 766,587 | $30.9M |
| GMO | 0.08% | New | 748,814 | $30.2M |
| FMR LLC | 0.00% | Add +153.8% | 724,972 | $29.2M |
| Allianz Asset Management GmbH | 0.03% | Reduce -47.1% | 703,570 | $28.3M |
| Squarepoint Ops LLC | 0.06% | Add +37.7% | 691,493 | $27.8M |
| ProShare Advisors LLC | 0.04% | Reduce -17.3% | 685,757 | $27.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 631,393 | $25.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.33% | Reduce -22.4% | 622,528 | $25.1M |
| Wells Fargo & Company | 0.01% | Reduce -7.9% | 614,980 | $24.8M |
| California Public Employees Retirement System | 0.02% | Reduce -20.6% | 608,797 | $24.5M |
| Gabelli Funds LLC | 0.16% | Add +0.4% | 587,550 | $23.7M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 567,799 | $22.9M |
| Swiss National Bank | 0.01% | Reduce -25.0% | 560,400 | $22.6M |
| D. E. Shaw & Co. | 0.02% | New | 558,549 | $22.5M |
| Capitolis Liquid Global Markets LLC | 0.14% | — | 552,000 | $22.2M |
| LMR Partners LLP | 0.26% | Reduce -3.3% | 541,120 | $21.8M |
| Wellington Management Group LLP | 0.00% | Add +2.1% | 511,585 | $20.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Reduce -10.1% | 503,182 | $20.3M |
| Energy Income Partners, LLC | 0.32% | Add +1.4% | 498,350 | $20.1M |
| Toronto Dominion Bank | 0.04% | Reduce -70.8% | 452,348 | $18.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 420,261 | $16.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -18.5% | 416,359 | $16.8M |
| Flputnam Investment Management Co. | 0.25% | Reduce -24.7% | 410,832 | $16.5M |
| John G Ullman & Associates Inc. | 2.15% | Reduce -0.5% | 403,549 | $16.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -11.6% | 400,986 | $16.2M |
| Mirova | 0.64% | New | 392,726 | $15.8M |
| Eurizon Capital SGR S.p.A. | 0.05% | Reduce -50.9% | 371,530 | $15.0M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $14.6M |
| Kintayl Capital LP | 8.90% | Reduce -4.5% | 359,033 | $14.5M |
| Retirement Systems of Alabama | 0.05% | Add +2.1% | 346,914 | $14.0M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 339,478 | $13.7M |
| California State Teachers Retirement System | 0.01% | Reduce -61.0% | 336,533 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 308,978 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.3% | 304,546 | $12.3M |
| Natixis Advisors, LLC | 0.02% | Add +25.4% | 304,119 | $12.2M |
| CBRE Investment Management Listed Real Assets LLC | 0.18% | Reduce -84.7% | 301,609 | $12.1M |
| Magellan Asset Management Ltd | 0.15% | Add +31.3% | 295,754 | $11.9M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Add +6.7% | 294,254 | $11.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.0% | 287,778 | $11.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -19.3% | 274,929 | $11.1M |
| Maryland State Retirement & Pension System | 0.22% | Reduce -4.2% | 268,046 | $10.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 258,898 | $10.4M |
| Deutsche Bank AG | 0.00% | Reduce -58.6% | 255,647 | $10.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 254,167 | $10.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.3% | 253,491 | $10.2M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 249,090 | $10.0M |
| Barclays PLC | 0.00% | Reduce -57.0% | 236,384 | $9.5M |
| AdvisorNet Financial, Inc | 0.49% | Reduce -0.1% | 232,652 | $9.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +203.6% | 227,400 | $9.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.45% | Reduce -11.0% | 223,268 | $9.0M |
| Virtu Financial LLC | 0.37% | Add +22.9% | 223,150 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -44.9% | 218,364 | $8.8M |
| BTG Pactual Asset Management US LLC | 0.87% | New | 217,672 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 216,563 | $8.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -34.1% | 215,857 | $8.7M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.77% | Add +5.1% | 213,511 | $8.6M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 212,065 | $8.5M |
| XTX Topco Ltd | 0.15% | Add +50.2% | 210,168 | $8.5M |
| Creative Planning | 0.01% | Add +4.3% | 200,642 | $8.1M |
| New York Life Investment Management LLC | 0.07% | Add +769.9% | 199,939 | $8.1M |
| Nuance Investments, LLC | 1.09% | Add +54.6% | 194,800 | $7.8M |
| Storebrand Asset Management As | 0.02% | Reduce -6.7% | 191,095 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 187,220 | $7.5M |
| Allworth Financial LP | 0.03% | Add +0.3% | 182,056 | $7.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -53.1% | 181,496 | $7.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +165.3% | 181,286 | $7.3M |
| Trexquant Investment LP | 0.05% | New | 181,274 | $7.3M |
| Quantinno Capital Management LP | 0.01% | Add +1.4% | 179,587 | $7.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -28.1% | 173,461 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.0% | 165,144 | $6.7M |
| NewSquare Capital LLC | 0.58% | New | 163,994 | $6.6M |
| Candriam S.C.A. | 0.03% | Reduce -51.0% | 155,805 | $6.3M |
| State of Wisconsin Investment Board | 0.01% | Add +5.9% | 155,020 | $6.2M |
| Woodline Partners LP | 0.02% | New | 151,351 | $6.1M |
| South Dakota Investment Council | 0.12% | Add +71.7% | 150,968 | $6.1M |
| Guggenheim Capital LLC | 0.05% | Add +4.6% | 148,581 | $6.0M |
| American Century Companies Inc. | 0.00% | Add +14.1% | 144,535 | $5.8M |
| Wills Financial Group LLC | 2.18% | Reduce -2.8% | 152,897 | $5.8M |
| Macquarie Group Ltd. | 0.03% | Reduce -18.0% | 141,941 | $5.7M |
| MetLife Investment Management, LLC | 0.03% | Add +0.7% | 139,162 | $5.6M |
| Bank of Montreal | 0.00% | Reduce -2.0% | 136,199 | $5.5M |
| Aberdeen Group plc | 0.01% | Reduce -60.2% | 134,900 | $5.4M |
| Jefferies Financial Group Inc. | 0.07% | Add +194.6% | 133,752 | $5.4M |
| Hamilton Point Investment Advisors, LLC | 0.82% | Reduce -0.5% | 132,090 | $5.3M |
| MUFG Securities EMEA plc | 0.08% | New | 132,000 | $5.3M |
| TD Asset Management Inc | 0.00% | Reduce -15.6% | 130,833 | $5.3M |
| Toth Financial Advisory Corp. | 0.58% | Reduce -3.2% | 130,320 | $5.2M |
| Sei Investments Co. | 0.00% | Add +7.1% | 130,026 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.0% | 129,188 | $5.2M |
| Amalgamated Bank | 0.04% | Add +3.4% | 129,000 | $5.2M |
| Janus Henderson Group PLC | 0.00% | Add +829.8% | 125,200 | $5.0M |
| Coston, McIsaac & Partners | 1.11% | Add +6.0% | 122,079 | $4.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +1.1% | 121,897 | $4.9M |
| Alps Advisors Inc. | 0.02% | Reduce -4.6% | 121,702 | $4.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 120,059 | $4.8M |
| Vanguard Global Advisers, LLC | 0.00% | — | 116,864 | $4.7M |
| HM Payson & Co. | 0.07% | Reduce -1.2% | 115,183 | $4.6M |
| Abc Arbitrage SA | 0.61% | Reduce -28.9% | 113,982 | $4.6M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +713.7% | 113,084 | $4.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -28.0% | 113,001 | $4.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -14.0% | 111,819 | $4.5M |
| APG Asset Management N.V. | 0.01% | Reduce -27.2% | 126,338 | $4.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 108,822 | $4.4M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -7.9% | 108,443 | $4.4M |
| NFJ Investment Group, LLC | 0.16% | No change | 105,602 | $4.3M |
| Gateway Investment Advisers LLC | 0.05% | Add +11.9% | 104,020 | $4.2M |
| Abn Amro Investment Solutions | 0.05% | Reduce -21.2% | 101,030 | $4.1M |
| Hennessy Advisors Inc. | 0.15% | Reduce -3.8% | 100,300 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 99,816 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.9% | 97,585 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.3% | 95,309 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.9% | 94,812 | $3.8M |
| Brown Advisory Inc. | 0.01% | Reduce -2.9% | 94,585 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +23.3% | 94,562 | $3.8M |
| First National Bank & Trust Co. of Newtown | 0.81% | Reduce -10.0% | 92,939 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.4% | 90,586 | $3.6M |
| Glenmede Trust Co. NA | 0.02% | Reduce -0.8% | 90,077 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.9% | 88,018 | $3.6M |
| Voya Investment Management LLC | 0.00% | Add +232.5% | 88,802 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.08% | Add +35.6% | 85,358 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.9% | 85,338 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 84,819 | $3.4M |
| Cambiar Investors LLC | 0.16% | Reduce -19.2% | 84,226 | $3.4M |
| Texas Yale Capital Corp. | 0.10% | No change | 84,138 | $3.4M |
| Intesa Sanpaolo S.p.A. | 0.21% | Reduce -29.3% | 82,800 | $3.3M |
| Louisiana State Employees Retirement System | 0.06% | Add +4.7% | 82,000 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.3% | 81,627 | $3.3M |
| Trilogy Capital Inc. | 0.15% | Add +0.7% | 81,052 | $3.3M |
| Synergy Asset Management, LLC | 0.35% | Add +1.3% | 80,881 | $3.3M |
| Tredje AP-fonden | 0.02% | Reduce -31.2% | 80,779 | $3.3M |
| ASR Vermogensbeheer N.V. | 0.04% | Add +2.3% | 80,705 | $3.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.11% | Reduce -18.9% | 79,507 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 78,493 | $3.2M |
| Arizona State Retirement System | 0.02% | Add +1.0% | 77,756 | $3.1M |
| Occudo Quantitative Strategies LP | 0.17% | Add +303.4% | 81,263 | $3.1M |
| A. D. Beadell Investment Counsel, Inc. | 1.98% | Add +105.6% | 76,790 | $3.1M |
| Verition Fund Management LLC | 0.03% | Reduce -52.7% | 76,054 | $3.1M |
| Bridgewater Associates | 0.01% | Add +2.8% | 74,973 | $3.0M |
| Point72 Asset Management | 0.01% | New | 74,921 | $3.0M |
| Natixis | 0.01% | Reduce -53.0% | 73,836 | $3.0M |
| Inspire Advisors, LLC | 0.24% | Add +32.6% | 73,708 | $3.0M |
| Mariner, LLC | 0.00% | Add +285.1% | 73,207 | $2.9M |
| Jacobi Capital Management LLC | 0.16% | Add +0.9% | 72,130 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 71,577 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +33.4% | 71,559 | $2.9M |
| Aurora Investment Counsel | 1.58% | Reduce -3.4% | 70,684 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -40.7% | 70,135 | $2.8M |
| Fifth Third Bancorp | 0.01% | Add +1464.3% | 69,908 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +0.4% | 68,480 | $2.8M |
| State of Michigan Retirement System | 0.01% | Add +1.8% | 68,071 | $2.7M |
| Engineers Gate Manager LP | 0.03% | New | 68,016 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -59.5% | 66,144 | $2.7M |
| Covea Finance | 0.09% | Reduce -40.1% | 65,500 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.4% | 64,996 | $2.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Reduce -11.2% | 64,308 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.1% | 64,277 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 63,395 | $2.6M |
| Econ Financial Services Corp | 1.18% | New | 63,358 | $2.6M |
| Arcadia Investment Management Corp. | 0.44% | Reduce -2.3% | 63,175 | $2.5M |
| Hussman Strategic Advisors, Inc. | 0.55% | New | 63,000 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -68.2% | 62,300 | $2.5M |
| New Mexico Educational Retirement Board | 0.07% | Add +11.2% | 59,400 | $2.4M |
| GAMCO Investors | 0.02% | Add +1.1% | 59,127 | $2.4M |
| Waverly Advisors, LLC | 0.02% | Add +1.5% | 58,269 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +3.2% | 57,988 | $2.3M |
| Ostrum Asset Management | 0.13% | Reduce -55.6% | 56,607 | $2.3M |
| Benedict Financial Advisors Inc. | 0.45% | Reduce -4.8% | 53,223 | $2.1M |
| Secure Asset Management, LLC | 0.34% | Add +5.7% | 53,138 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -20.0% | 52,547 | $2.1M |
| Bank of Nova Scotia | 0.00% | Add +65.8% | 50,590 | $2.0M |
| Cwm, LLC | 0.01% | Add +31.1% | 50,380 | $2.0M |
| Bridgewater Advisors Inc. | 0.12% | Reduce -0.2% | 54,481 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -11.4% | 49,261 | $2.0M |
| CenterBook Partners LP | 0.10% | Add +120.3% | 47,362 | $1.9M |
| Marshall Wace, LLP | 0.00% | Reduce -28.1% | 46,700 | $1.9M |
| Heartland Advisors Inc. | 0.09% | Add +0.9% | 45,915 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 45,727 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +8.3% | 45,626 | $1.8M |
| Utah Retirement Systems | 0.02% | Reduce -1.6% | 45,469 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -92.0% | 45,031 | $1.8M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 45,000 | $1.8M |
| Generali Asset Management SPA SGR | 0.04% | Add +5.5% | 44,735 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -14.3% | 43,334 | $1.7M |
| Mangrove Partners Im, LLC | 0.14% | New | 42,999 | $1.7M |
| Shelton Capital Management | 0.04% | Reduce -10.5% | 42,676 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +7.8% | 42,522 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.63% | Add +6.0% | 42,466 | $1.7M |
| CoreCommodity Management, LLC | 0.32% | New | 42,109 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -8.7% | 41,571 | $1.7M |
| Gsa Capital Partners LLP | 0.10% | New | 41,433 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.0% | 41,368 | $1.7M |
| BLB&B Advisors, LLC | 0.07% | Reduce -22.2% | 41,228 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -6.4% | 40,829 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +27.7% | 40,331 | $1.6M |
| Radnor Capital Management, LLC | 0.24% | No change | 40,060 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.7% | 39,274 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +29.8% | 39,009 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -97.3% | 38,713 | $1.6M |
| Prelude Capital Management, LLC | 0.12% | Add +63.0% | 38,108 | $1.5M |
| Olympiad Research LP | 4.64% | Add +45.1% | 37,813 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.7% | 37,572 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.10% | Reduce -0.6% | 37,344 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 37,171 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 36,901 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +295.7% | 36,696 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +7.2% | 35,986 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.24% | Add +371.1% | 35,800 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -6.9% | 35,736 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.4% | 35,577 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 35,402 | $1.4M |
| Pinebridge Investments LLC | 0.01% | Add +186.5% | 35,295 | $1.4M |
| Christine Messmer PC | 0.91% | Add +8.5% | 35,250 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +3.2% | 35,198 | $1.4M |
| Xponance LLC | 0.01% | Reduce -17.1% | 35,073 | $1.4M |
| Investors Research Corp | 0.27% | No change | 34,650 | $1.4M |
| Spirit of America Management Corp. | 0.27% | No change | 34,350 | $1.4M |
| Allstate Corp. | 0.01% | Add +88.2% | 34,122 | $1.4M |
| Agp Franklin, LLC | 0.68% | Reduce -12.7% | 33,849 | $1.4M |
| Kennedy Capital Management LLC | 0.03% | Reduce -1.0% | 33,762 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.7% | 33,602 | $1.4M |
| Philadelphia Trust Co. | 0.09% | No change | 32,464 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -62.2% | 31,776 | $1.3M |
| Trium Capital LLP | 0.92% | New | 31,621 | $1.3M |
| Pathway Financial Advisers, LLC | 0.36% | Reduce -1.5% | 31,449 | $1.3M |
| Moors & Cabot, Inc. | 0.05% | Add +3.0% | 30,908 | $1.2M |
| Addison Capital Co | 0.21% | Reduce -2.1% | 29,978 | $1.2M |
| Vise Technologies, Inc. | 0.02% | No change | 30,966 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 28,450 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | — | 27,825 | $1.1M |
| Lee Financial Co | 0.15% | Reduce -0.4% | 27,109 | $1.1M |
| Cullen Capital Management, LLC | 0.01% | Add +6.8% | 26,902 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -49.3% | 26,903 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -0.7% | 26,874 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 26,545 | $1.1M |
| apricus wealth, LLC | 0.52% | No change | 26,262 | $1.1M |
| Blackhill Capital Inc. | 0.05% | No change | 26,041 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.19% | Reduce -3.7% | 25,908 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Add +3.1% | 25,755 | $1.0M |
| PW Nova Financial Services LLC | 0.28% | Add +6.2% | 25,365 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -73.3% | 25,261 | $1.0M |
| Key Financial Inc | 0.18% | Add +5.9% | 25,209 | $1.0M |
| Polar Asset Management Partners Inc. | 0.03% | No change | 25,000 | $1.0M |
| Rodgers Brothers Inc. | 0.12% | Reduce -5.2% | 24,813 | $999K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -4.2% | 24,678 | $994K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +225.9% | 24,583 | $990K |
| United Capital Financial Advisors, LLC | 0.01% | Add +130.7% | 24,531 | $988K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.5% | 24,252 | $977K |
| Hamrick Investment Counsel, llc | 0.53% | Add +3.6% | 23,908 | $963K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -57.8% | 23,864 | $961K |
| Lloyd Advisory Services, LLC. | 0.27% | New | 23,137 | $932K |
| Kingdom Financial Group LLC. | 0.27% | Reduce -0.6% | 23,137 | $932K |
| QRG Capital Management, Inc. | 0.01% | Add +15.3% | 22,871 | $921K |
| Ethic Inc. | 0.01% | Add +3.4% | 22,513 | $907K |
| Aspire Private Capital, LLC | 0.19% | No change | 21,176 | $853K |
| Securian Asset Management, Inc. | 0.03% | Add +1.5% | 20,858 | $840K |
| Inspire Investing, LLC | 0.05% | Add +130.8% | 20,673 | $832K |
| Holos Integrated Wealth LLC | 0.42% | No change | 20,455 | $828K |
| Blair William & Co. | 0.00% | Add +2.0% | 20,477 | $825K |
| Blue Bell Private Wealth Management, LLC | 0.12% | No change | 20,359 | $820K |
| Aigen Investment Management, LP | 0.21% | New | 20,239 | $815K |
| IFM Investors Pty Ltd | 0.01% | Reduce -72.7% | 20,049 | $807K |
| Summit Financial, LLC | 0.01% | Add +0.1% | 20,027 | $806K |
| Rothschild Investment LLC | 0.04% | Add +12.6% | 19,915 | $802K |
| Koss-Olinger Consulting, LLC | 0.07% | Reduce -3.1% | 19,901 | $801K |
| Fiduciary Trust Co | 0.01% | Reduce -0.3% | 19,898 | $801K |
| Haverford Trust Co | 0.01% | Reduce -11.7% | 19,514 | $786K |
| Quadrant Capital Group LLC | 0.02% | Reduce -25.8% | 19,457 | $784K |
| Virtue Capital Management, LLC | 0.12% | Add +249.3% | 19,155 | $783K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.3% | 19,365 | $780K |
| Schnieders Capital Management, Llc. | 0.12% | Add +13.2% | 19,321 | $778K |
| Aristotle Capital Boston, LLC | 0.05% | Reduce -2.5% | 19,240 | $774K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 18,975 | $764K |
| Costello Asset Management, INC | 0.26% | Reduce -0.4% | 18,970 | $764K |
| Farther Finance Advisors, LLC | 0.01% | Add +19.0% | 18,732 | $761K |
| Summit Trail Advisors, LLC | 0.01% | Add +52.8% | 18,797 | $757K |
| Lido Advisors, LLC | 0.00% | Reduce -22.1% | 18,640 | $751K |
| Brooklyn Investment Group | 0.02% | Add +60.0% | 18,564 | $748K |
| DNB Asset Management AS | 0.00% | Reduce -72.4% | 18,562 | $747K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.4% | 18,229 | $734K |
| HB Wealth Management, LLC | 0.00% | Add +20.6% | 18,204 | $733K |
| Kiker Wealth Management, LLC | 0.34% | New | 17,945 | $723K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -57.6% | 17,868 | $720K |
| Belpointe Asset Management LLC | 0.03% | Add +1.1% | 17,346 | $699K |
| Smithfield Trust Co | 0.03% | No change | 17,269 | $696K |
| HSBC Holdings PLC | 0.00% | Reduce -81.6% | 17,090 | $691K |
| Prudential Financial Inc. | 0.00% | Reduce -8.5% | 16,967 | $683K |
| Praxis Investment Management Inc. | 0.04% | Add +5.4% | 16,832 | $678K |
| Greenland Capital Management LP | 0.15% | Reduce -96.3% | 16,610 | $669K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -15.0% | 16,487 | $664K |
| Everett Harris & Co. | 0.01% | No change | 16,000 | $644K |
| Loudon Investment Management, LLC | 0.34% | No change | 15,463 | $623K |
| Chesapeake Capital Corp. | 0.44% | No change | 15,204 | $612K |
| Blossom Wealth Management | 0.90% | Reduce -5.1% | 15,069 | $607K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -1.8% | 15,034 | $605K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -20.7% | 14,832 | $597K |
| Siemens Fonds Invest GmbH | 0.03% | Reduce -20.9% | 14,725 | $593K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +1.3% | 14,713 | $592K |
| First Pacific Financial | 0.08% | Reduce -1.6% | 14,693 | $592K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 14,370 | $588K |
| Holocene Advisors, LP | 0.00% | Reduce -88.3% | 14,539 | $585K |
| Equitable Holdings, Inc. | 0.00% | New | 14,516 | $585K |
| Truist Financial Corp. | 0.00% | Add +1.1% | 14,477 | $583K |
| Resurgent Financial Advisors LLC | 0.21% | No change | 14,413 | $580K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.7% | 14,328 | $577K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -1.6% | 14,299 | $576K |
| Ingalls & Snyder LLC | 0.02% | No change | 14,210 | $572K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 14,186 | $571K |
| First Business Financial Services, Inc. | 0.05% | New | 14,146 | $570K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 14,125 | $569K |
| Alpine Woods Capital Investors, LLC | 0.14% | Reduce -83.0% | 14,077 | $567K |
| Machina Capital S.A.S. | 0.11% | New | 14,019 | $565K |
| Merit Financial Group, LLC | 0.00% | Add +69.5% | 13,849 | $558K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 13,631 | $549K |
| Peoples Bank | 0.55% | Reduce -1.6% | 13,577 | $547K |
| Dark Forest Capital Management LP | 0.05% | New | 13,552 | $546K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.9% | 13,525 | $545K |
| Red Door Wealth Management, LLC | 0.06% | Reduce -0.1% | 13,523 | $545K |
| Integrated Wealth Concepts LLC | 0.00% | New | 13,471 | $542K |
| AG2R La Mondiale Gestion D'actifs | 0.02% | Reduce -24.7% | 13,247 | $533K |
| Schroder Investment Management Group | 0.00% | Add +3.1% | 12,903 | $530K |
| Alan B Lancz & Associates, Inc. | 0.50% | No change | 12,784 | $515K |
| Clean Yield Group | 0.14% | No change | 12,729 | $513K |
| Ieq Capital, LLC | 0.00% | Add +2.3% | 12,469 | $502K |
| Versor Investments LP | 1.22% | Reduce -66.7% | 12,413 | $500K |
| Pullen Investment Management, LLC | 0.25% | Add +5.3% | 12,381 | $499K |
| Compass Ion Advisors, LLC | 0.05% | New | 12,257 | $494K |
| Quantbot Technologies LP | 0.02% | New | 12,211 | $492K |
| Korea Investment CORP | 0.00% | Reduce -92.0% | 12,119 | $488K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +43.6% | 12,068 | $486K |
| Mitchell Sinkler & Starr | 0.22% | Reduce -1.0% | 11,912 | $480K |
| Raiffeisen Bank International AG | 0.01% | Reduce -68.6% | 11,585 | $476K |
| ELCO Management Co., LLC | 0.23% | Add +43.7% | 11,743 | $473K |
| Nomura Holdings Inc. | 0.00% | Reduce -22.0% | 11,624 | $468K |
| Godshalk Welsh Capital Management, Inc. | 0.27% | Reduce -38.9% | 11,436 | $461K |
| WealthTrust Axiom LLC | 0.11% | No change | 11,420 | $460K |
| &partners | 0.00% | Reduce -4.4% | 11,224 | $452K |
| Empowered Funds, LLC | 0.00% | New | 11,197 | $451K |
| Compound Planning, Inc. | 0.01% | Reduce -3.7% | 11,186 | $450K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 11,052 | $445K |
| HBK Sorce Advisory LLC | 0.01% | Add +37.5% | 11,829 | $443K |
| Quaker Wealth Management, LLC | 0.14% | Reduce -2.7% | 10,963 | $441K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.8% | 10,944 | $441K |
| Farmers Trust Co. | 0.07% | Reduce -7.0% | 10,912 | $439K |
| Hantz Financial Services, Inc. | 0.01% | Add +26.7% | 10,897 | $439K |
| Independent Advisor Alliance | 0.00% | Add +0.9% | 10,889 | $438K |
| CIBC Asset Management Inc | 0.00% | Reduce -46.3% | 10,871 | $438K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.3% | 10,810 | $435K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.0% | 10,809 | $435K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -2.8% | 10,796 | $435K |
| Ridgewood Investments LLC | 0.18% | — | 10,666 | $430K |
| GAMMA Investing LLC | 0.02% | Reduce -2.3% | 10,521 | $424K |
| Chase Investment Counsel Corp. | 0.11% | Add +4.6% | 10,523 | $423K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 10,453 | $421K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.0% | 10,429 | $420K |
| Seeds Investor LLC | 0.06% | Add +7.5% | 10,614 | $419K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 10,238 | $412K |
| TD Waterhouse Canada Inc. | 0.00% | Add +509.6% | 10,052 | $408K |
| Community Bank, N.A. | 0.05% | Reduce -60.4% | 10,083 | $406K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.9% | 9,972 | $402K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +4.0% | 9,685 | $390K |
| Sterling Capital Management LLC | 0.01% | Reduce -42.4% | 9,583 | $386K |
| First Affirmative Financial Network | 0.15% | — | 9,577 | $386K |
| CENTRAL TRUST Co | 0.01% | Reduce -13.4% | 9,464 | $381K |
| Mendel Money Management | 0.16% | No change | 9,340 | $376K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.4% | 9,286 | $374K |
| Keybank National Association | 0.00% | Reduce -23.2% | 9,159 | $369K |
| Modern Wealth Management, LLC | 0.01% | Add +0.2% | 9,039 | $367K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -1.1% | 9,107 | $367K |
| EP Wealth Advisors, LLC | 0.00% | Add +11.8% | 9,016 | $363K |
| CX Institutional | 0.01% | Reduce -1.1% | 8,764 | $353K |
| Continuum Advisory, LLC | 0.03% | Add +0.1% | 8,723 | $351K |
| Pallas Capital Advisors LLC | 0.01% | Add +12.7% | 8,690 | $350K |
| RIA Advisory Group LLC | 0.08% | Reduce -4.1% | 8,595 | $346K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.2% | 8,486 | $342K |
| Fsa Wealth Partners, Inc. | 0.16% | New | 8,370 | $337K |
| Rowlandmiller & Partners.adv | 0.07% | Add +0.1% | 8,363 | $337K |
| Signaturefd, LLC | 0.01% | Reduce -7.4% | 8,333 | $336K |
| Glenview Trust Co | 0.01% | Add +0.2% | 8,292 | $334K |
| North Dakota State Investment Board | 0.01% | Reduce -16.1% | 8,199 | $330K |
| Commerce Bank | 0.00% | Reduce -16.2% | 8,192 | $330K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.3% | 8,153 | $328K |
| Apella Capital, LLC | 0.00% | Add +1.7% | 8,395 | $327K |
| KBC Group NV | 0.00% | Reduce -53.8% | 8,119 | $327K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.11% | Reduce -0.7% | 7,978 | $321K |
| GSG Advisors LLC | 0.08% | Add +0.1% | 7,809 | $314K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -2.2% | 7,751 | $312K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 7,714 | $311K |
| Choreo, LLC | 0.00% | Reduce -8.2% | 7,683 | $309K |
| Flagship Capital Management Inc. | 0.22% | No change | 7,595 | $306K |
| Farringdon Capital, Ltd. | 0.07% | New | 7,572 | $305K |
| Tompkins Financial Corp. | 0.02% | No change | 7,567 | $305K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,484 | $301K |
| MAI Capital Management | 0.00% | Add +15.0% | 7,466 | $301K |
| Cetera Trust Company, N.A | 0.16% | No change | 7,235 | $291K |
| Advisors Capital Management, LLC | 0.00% | Add +5.5% | 7,194 | $290K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 7,134 | $287K |
| RTD Financial Advisors, Inc. | 0.04% | No change | 7,103 | $286K |
| Journey Strategic Wealth LLC | 0.01% | Add +32.6% | 7,033 | $283K |
| Cozad Asset Management Inc. | 0.02% | No change | 7,000 | $282K |
| Vident Advisory, LLC | 0.00% | Add +4.5% | 6,954 | $280K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 6,920 | $279K |
| Providence Wealth Advisors, LLC | 0.18% | No change | 6,835 | $278K |
| Mgo One Seven LLC | 0.01% | Reduce -3.1% | 6,721 | $271K |
| Kennedy Investment Group, Inc. | 0.11% | Add +0.4% | 6,715 | $270K |
| STRS Ohio | 0.00% | Reduce -0.1% | 6,708 | $270K |
| Romano Brothers and Company | 0.03% | Add +12.0% | 6,641 | $267K |
| PTM Wealth Management, LLC | 0.14% | Add +0.8% | 6,498 | $266K |
| S Harris Financial Group, LLC | 0.24% | No change | 6,586 | $265K |
| Brighton Jones LLC | 0.01% | New | 6,530 | $263K |
| CSS LLC | 0.04% | Reduce -50.0% | 6,501 | $262K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.06% | Reduce -3.7% | 6,500 | $262K |
| Ascent Group, LLC | 0.01% | Reduce -2.3% | 6,436 | $259K |
| Harbour Investments, Inc. | 0.00% | Add +120.9% | 6,308 | $254K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.2% | 6,253 | $252K |
| Sigma Planning Corp | 0.01% | Add +5.3% | 6,251 | $252K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $252K |
| Nicolet Bankshares Inc. | 0.01% | New | 6,250 | $252K |
| Evolve Private Wealth, LLC | 0.01% | New | 6,194 | $249K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -9.8% | 6,100 | $246K |
| MML Investors Services, LLC | 0.00% | Reduce -11.9% | 6,094 | $245K |
| Intrua Financial, LLC | 0.03% | Reduce -8.6% | 6,058 | $244K |
| Syon Capital LLC | 0.01% | Add +11.3% | 6,015 | $242K |
| Greenleaf Trust | 0.00% | Reduce -22.7% | 6,007 | $242K |
| Charter Research & Investment Group, Inc. | 0.16% | No change | 5,930 | $239K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,870 | $236K |
| Diversified Enterprises, LLC | 0.01% | Add +0.1% | 5,870 | $236K |
| Tred Avon Family Wealth, LLC | 0.08% | No change | 5,803 | $234K |
| Centiva Capital, LP | 0.01% | New | 5,794 | $233K |
| Moneco Advisors, LLC | 0.02% | Add +5.0% | 5,757 | $232K |
| TD Private Client Wealth LLC | 0.00% | Add +6.7% | 5,680 | $229K |
| Sivia Capital Partners, LLC | 0.04% | New | 5,631 | $227K |
| Anchor Investment Management, LLC | 0.02% | Add +0.6% | 5,602 | $226K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 5,585 | $225K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,578 | $225K |
| Evergreen Capital Management LLC | 0.00% | Reduce -5.0% | 5,572 | $224K |
| W.H. Cornerstone Investments Inc. | 0.14% | Add +0.7% | 5,571 | $224K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,543 | $223K |
| Avior Wealth Management, LLC | 0.01% | New | 5,540 | $223K |
| Chicago Partners Investment Group LLC | 0.00% | New | 5,649 | $220K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.0% | 5,416 | $218K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 5,350 | $215K |
| Tower Wealth Partners, Inc. | 0.12% | No change | 5,321 | $214K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -29.5% | 5,312 | $214K |
| Benjamin Edwards Inc. | 0.00% | No change | 5,302 | $214K |
| Huntington National Bank | 0.00% | Reduce -0.6% | 5,291 | $213K |
| Krilogy Financial LLC | 0.01% | New | 5,479 | $212K |
| Ledgewood Wealth Advisors, LLC | 0.12% | New | 5,206 | $210K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 5,179 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 5,159 | $208K |
| Profund Advisors LLC | 0.01% | Reduce -10.4% | 5,148 | $207K |
| Kingsview Wealth Management, LLC | 0.00% | New | 5,111 | $206K |
| Midwest Trust Co | 0.00% | New | 5,081 | $205K |
| UMB Bank, n.a. | 0.00% | Add +16.3% | 5,073 | $204K |
| Eastern Bank | 0.00% | No change | 5,062 | $204K |
| ExodusPoint Capital Management, LP | 0.00% | New | 5,040 | $203K |
| Bar Harbor Wealth Management | 0.01% | New | 5,019 | $202K |
| Centaurus Financial, Inc. | 0.01% | Add +5.3% | 4,989 | $201K |
| Procyon Advisors, LLC | 0.01% | Reduce -43.0% | 4,989 | $201K |
| HUB Investment Partners, LLC | 0.00% | New | 4,986 | $201K |
| Guinness Asset Management LTD | 0.00% | Add +67.2% | 4,851 | $195K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +37.9% | 4,549 | $183K |
| Corient IA LP | 0.17% | New | 4,440 | $179K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 4,300 | $173K |
| Bfsg, LLC | 0.01% | Reduce -1.6% | 3,806 | $153K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 3,802 | $153K |
| Advisory Services Network, LLC | 0.00% | New | 3,483 | $140K |
| Mint Tower Capital Management B.V. | 0.03% | Reduce -96.0% | 3,331 | $134K |
| Whittier Trust Co. | 0.00% | No change | 3,130 | $128K |
| Hanson & Doremus Investment Management | 0.01% | No change | 3,142 | $127K |
| Entrust Financial LLC | 0.09% | Add +0.4% | 3,148 | $127K |
| Manchester Capital Management LLC | 0.02% | Add +0.2% | 3,104 | $125K |
| Colonial Trust Co / SC | 0.01% | No change | 2,705 | $109K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -89.8% | 2,703 | $109K |
| Private Trust Co. NA | 0.01% | Add +10.6% | 2,673 | $108K |
| Crews Bank & Trust | 0.01% | No change | 2,473 | $100K |
| Axiom Investment Management LLC | 0.07% | — | 2,436 | $98K |
| Tower View Wealth Management LLC | 0.04% | Add +0.9% | 2,073 | $83K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.04% | No change | 2,000 | $81K |
| Clearstead Trust, LLC | 0.01% | Reduce -14.4% | 1,888 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,866 | $75K |
| Southern Michigan Bank & Trust | 0.03% | — | 1,800 | $72K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,766 | $71K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -19.8% | 1,703 | $69K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $68K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $68K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.6% | 1,628 | $67K |
| IFP Advisors, Inc | 0.00% | Reduce -35.3% | 1,565 | $63K |
| Asset Dedication, LLC | 0.00% | Reduce -8.1% | 1,541 | $62K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.6% | 1,436 | $58K |
| Truvestments Capital LLC | 0.01% | Add +0.7% | 1,425 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.8% | 1,381 | $56K |
| Bessemer Group Inc. | 0.00% | Add +3.0% | 1,293 | $52K |
| Arax Advisory Partners | 0.00% | Reduce -39.9% | 1,246 | $50K |
| Essential Partners LLC | 0.02% | Add +29.9% | 1,234 | $50K |
| Vega Investment Solutions | 0.01% | No change | 1,150 | $46K |
| Orion Capital Management LLC | 0.02% | No change | 1,125 | $45K |
| Byrne Asset Management LLC | 0.03% | No change | 1,100 | $44K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 1,090 | $44K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,052 | $43K |
| Root Financial Partners, LLC | 0.00% | Add +111.1% | 1,030 | $41K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,000 | $40K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 994 | $40K |
| Versant Capital Management, Inc | 0.00% | Add +2.1% | 987 | $40K |
| Clearstead Advisors, LLC | 0.00% | Reduce -51.1% | 975 | $39K |
| Mb, Levis & Associates, LLC | 0.02% | New | 951 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 947 | $38K |
| Chelsea Counsel Co. | 0.02% | No change | 900 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 873 | $35K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.06% | — | 879 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.5% | 876 | $35K |
| Blue Trust, Inc. | 0.00% | No change | 875 | $35K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -99.7% | 873 | $35K |
| Kennebec Savings Bank | 0.03% | Reduce -58.9% | 848 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +0.8% | 834 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 826 | $33K |
| First Community Trust NA | 0.02% | No change | 802 | $32K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $32K |
| Ancora Advisors LLC | 0.00% | No change | 776 | $31K |
| Addison Advisors LLC | 0.01% | No change | 771 | $31K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.8% | 739 | $30K |
| Quent Capital, LLC | 0.00% | Reduce -43.0% | 732 | $29K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 720 | $29K |
| Princeton Global Asset Management LLC | 0.00% | No change | 705 | $28K |
| Golden State Wealth Management, LLC | 0.00% | New | 700 | $28K |
| Destiny Wealth Partners, LLC | 0.00% | New | 690 | $28K |
| SouthState Bank Corp | 0.00% | No change | 686 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 677 | $27K |
| Evolution Wealth Management Inc. | 0.02% | New | 669 | $27K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $27K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 650 | $26K |
| First PREMIER Bank | 0.01% | No change | 650 | $26K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -88.5% | 632 | $25K |
| Asset Planning,Inc | 0.02% | No change | 625 | $25K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $25K |
| Zions Bancorporation, National Association | 0.00% | No change | 615 | $25K |
| Palladiem, LLC | 0.02% | No change | 590 | $24K |
| Bangor Savings Bank | 0.00% | Add +0.8% | 598 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 600 | $24K |
| DT Investment Partners, LLC | 0.00% | No change | 564 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $23K |
| True Wealth Design, LLC | 0.01% | Add +0.7% | 554 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1.0% | 525 | $21K |
| Leonteq Securities AG | 0.00% | Add +1.4% | 521 | $21K |
| Prosperity Bancshares Inc | 0.02% | New | 501 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 500 | $20K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 493 | $20K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.2% | 480 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 454 | $19K |
| Trust Co | 0.00% | Add +115.0% | 430 | $17K |
| Larson Financial Group LLC | 0.00% | No change | 426 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -7.2% | 425 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 424 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 423 | $17K |
| Wellington-Altus USA Inc. | 0.01% | Add +6.9% | 419 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -11.0% | 396 | $16K |
| Ascentis Independent Advisors | 0.00% | New | 394 | $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 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 371 | $15K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 360 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 334 | $13K |
| Fortitude Family Office, LLC | 0.00% | Add +132.4% | 330 | $13K |
| Hilltop National Bank | 0.00% | No change | 325 | $13K |
| Westfuller Advisors, LLC | 0.01% | Add +0.7% | 307 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -44.8% | 307 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 300 | $12K |
| American National Bank & Trust | 0.00% | Reduce -56.3% | 293 | $12K |
| Guinness Atkinson Asset Management Inc | 0.01% | No change | 276 | $11K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -97.0% | 269 | $11K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -50.9% | 266 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 255 | $10K |
| CVA Family Office, LLC | 0.00% | New | 255 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.2% | 250 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 250 | $10K |
| LRI Investments, LLC | 0.00% | New | 242 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -4.1% | 232 | $9K |
| Rossby Financial, LCC | 0.00% | Add +145.1% | 223 | $9K |
| Center for Financial Planning, Inc. | 0.00% | New | 200 | $8K |
| Covestor Ltd | 0.01% | Reduce -39.7% | 196 | $8K |
| Archer Investment Corp | 0.00% | Add +1.1% | 191 | $8K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $8K |
| Wall Street Financial Group, Inc. | 0.00% | New | 183 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +67.9% | 183 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.2% | 173 | $7K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 171 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -2.5% | 159 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 145 | $6K |
| Copia Wealth Management | 0.00% | No change | 138 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Add +69.7% | 129 | $5K |
| Kilter Group LLC | 0.00% | New | 121 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 111 | $5K |
| Simplex Trading, LLC | 0.00% | New | 109 | $4K |
| WealthCollab, LLC | 0.00% | No change | 92 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 85 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1.3% | 79 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -64.9% | 78 | $3K |
| SWAN Capital LLC | 0.00% | Reduce -73.7% | 69 | $3K |
| Fairman Group, LLC | 0.00% | No change | 64 | $3K |
| Sachetta, LLC | 0.00% | No change | 57 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +46.0% | 54 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +103.8% | 53 | $2K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 50 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 50 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 50 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 42 | $2K |
| Osbon Capital Management LLC | 0.00% | No change | 37 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 36 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +126.7% | 34 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 34 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 34 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +9.7% | 34 | $1K |
| Sankala Group LLC | 0.00% | No change | 28 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 28 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -33.3% | 28 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 29 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +52.9% | 26 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 33 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -4.3% | 22 | $886 |
| MV Capital Management, Inc. | 0.00% | Add +5.0% | 21 | $846 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -72.6% | 20 | $805 |
| Spire Wealth Management | 0.00% | No change | 20 | $805 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 19 | $765 |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $564 |
| Rakuten Securities, Inc. | 0.00% | Add +600.0% | 14 | $564 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 13 | $524 |
| Financial Consulate, Inc. | 0.00% | No change | 13 | $524 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $483 |
| Stone House Investment Management, LLC | 0.00% | No change | 12 | $483 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -53.9% | 12 | $483 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +900.0% | 10 | $403 |
| American Capital Advisory, LLC | 0.00% | No change | 8 | $323 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $257 |
| Prestige Wealth Management Group LLC | 0.00% | New | 6 | $242 |
| Curio Wealth, LLC | 0.00% | New | 5 | $201 |
| North Star Investment Management Corp. | 0.00% | No change | 4 | $161 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $121 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $81 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $81 |
| Meeder Asset Management Inc. | 0.00% | Reduce -99.5% | 1 | $40 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $40 |
| Winthrop Capital Management, LLC | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.