Essential UtilitiesWTRG
13F holders, Q2 2026 (June 30)702holders +4
66new positions
66sold out
11famous investors
$38.33avg. 13F price*
At the end of Q2 2026, 702 institutions reported holding Essential Utilities Inc. (WTRG) in their 13F filings, up 4 from Q1 2026. 66 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($626.0M) and State Street Corp. ($502.6M). 11 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Essential Utilities Inc.
- CUSIP
- 29670G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $127.7M |
| Exits | 66 | $63.2M |
All 13F filers, Q1 2026 → Q2 2026: 20,315,548 shares bought and 19,633,982 shares sold, net +681,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 702 holders
| BlackRock, Inc. | 0.02% | Add +5.9% | 33,433,285 | $1.3B |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -0.9% | 16,340,786 | $626.0M |
| State Street Corp. | 0.01% | Add +5.5% | 13,119,170 | $502.6M |
| Vanguard Capital Management LLC | 0.01% | Add +0.9% | 12,782,196 | $489.7M |
| Norges Bank | 0.02% | — | 6,489,675 | $248.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 5,279,933 | $202.3M |
| Nordea Investment Management AB | 0.16% | Reduce -31.6% | 5,119,221 | $197.0M |
| Amundi | 0.04% | Reduce -4.5% | 4,333,385 | $166.0M |
| Millennium Management | 0.11% | Add +2.2% | 4,153,002 | $159.1M |
| AQR Arbitrage LLC | 2.54% | Add +23.0% | 3,858,057 | $147.8M |
| Legal & General Group Plc | 0.03% | Add +2.8% | 3,504,219 | $134.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.7% | 3,398,595 | $130.2M |
| Northern Trust Corp. | 0.01% | Add +3.1% | 3,299,746 | $126.4M |
| Morgan Stanley | 0.01% | Add +1.8% | 3,276,730 | $125.5M |
| ANTIPODES PARTNERS Ltd | 2.29% | Add +8.2% | 3,266,286 | $125.1M |
| Balyasny Asset Management L.P. | 0.23% | Add +4.6% | 3,229,542 | $123.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 3,006,373 | $115.2M |
| JPMorgan Chase & Co. | 0.01% | Add +25.6% | 2,753,727 | $106.3M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -30.0% | 2,524,042 | $96.7M |
| Boston Trust Walden Corp | 0.72% | Reduce -0.7% | 2,463,461 | $94.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.3% | 2,413,662 | $92.5M |
| Invesco Ltd. | 0.01% | Reduce -43.8% | 2,401,088 | $92.0M |
| Nomura Asset Management International Inc. | 0.13% | Reduce -4.7% | 2,243,125 | $85.9M |
| First Trust Advisors LP | 0.05% | Add +9.4% | 2,092,331 | $80.2M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +62.8% | 2,086,569 | $79.9M |
| Duff & Phelps Investment Management Co. | 0.74% | Reduce -6.1% | 2,054,683 | $78.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.3% | 1,992,288 | $76.3M |
| FIL Ltd | 0.05% | Reduce -0.1% | 1,950,669 | $74.7M |
| Empower Advisory Group, LLC | 0.17% | Add +3.5% | 1,871,675 | $71.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.9% | 1,794,358 | $68.7M |
| Nexpoint Asset Management, L.P. | 4.58% | New | 1,780,349 | $68.2M |
| AQR Capital Management | 0.02% | Add +53.5% | 1,776,094 | $68.0M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -45.9% | 1,774,130 | $68.0M |
| LMR Partners LLP | 0.56% | Add +201.0% | 1,628,583 | $62.4M |
| UBS Group AG | 0.01% | Add +41.6% | 1,525,066 | $58.4M |
| Citigroup Inc. | 0.03% | Add +70.9% | 1,503,622 | $57.6M |
| Gotham Asset Management | 0.13% | Add +58.1% | 1,443,959 | $55.3M |
| Franklin Resources Inc. | 0.01% | Add +1.2% | 1,383,319 | $53.0M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -0.2% | 1,344,324 | $51.5M |
| Alliancebernstein L.P. | 0.02% | Add +39.7% | 1,268,732 | $51.1M |
| Epoch Investment Partners, Inc. | 0.28% | Add +7.8% | 1,282,362 | $49.1M |
| Magnetar Financial LLC | 0.49% | Add +4.5% | 1,258,246 | $48.2M |
| SG Americas Securities, LLC | 0.03% | Add +4537.9% | 1,247,728 | $47.8M |
| Jane Street Group, LLC | 0.03% | Reduce -46.6% | 1,234,270 | $47.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.5% | 1,133,353 | $43.4M |
| GMO | 0.08% | Add +30.9% | 980,246 | $37.6M |
| FMR LLC | 0.00% | Add +33.6% | 968,932 | $37.1M |
| Bank of America Corp. | 0.00% | Reduce -38.9% | 899,973 | $34.5M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 821,077 | $31.5M |
| Squarepoint Ops LLC | 0.06% | Add +17.1% | 810,036 | $31.0M |
| GW&K Investment Management, LLC | 0.24% | Reduce -1.4% | 788,035 | $30.2M |
| Jones Financial Companies LLLP | 0.01% | Reduce -0.8% | 760,238 | $29.3M |
| ProShare Advisors LLC | 0.04% | Add +3.1% | 707,091 | $27.1M |
| Nuveen, LLC | 0.01% | Reduce -20.0% | 683,783 | $26.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +16.4% | 661,098 | $25.3M |
| Principal Financial Group Inc. | 0.01% | Add +2.0% | 643,984 | $24.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -57.4% | 633,877 | $24.3M |
| Gabelli Funds LLC | 0.15% | Add +4.3% | 613,050 | $23.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.25% | Reduce -3.1% | 603,488 | $23.1M |
| California Public Employees Retirement System | 0.01% | Reduce -2.1% | 595,876 | $22.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 592,104 | $22.7M |
| Verition Fund Management LLC | 0.16% | Add +626.9% | 552,800 | $21.2M |
| Capitolis Liquid Global Markets LLC | 0.09% | No change | 552,000 | $21.1M |
| Allianz Asset Management GmbH | 0.02% | Reduce -22.5% | 545,007 | $20.9M |
| Swiss National Bank | 0.01% | Reduce -3.6% | 540,000 | $20.7M |
| Schonfeld Strategic Advisors LLC | 0.11% | Add +2049.8% | 528,483 | $20.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +122.9% | 506,900 | $19.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -68.1% | 489,451 | $18.8M |
| Flputnam Investment Management Co. | 0.21% | Add +13.3% | 465,697 | $17.8M |
| Kintayl Capital LP | 8.53% | Add +28.9% | 462,708 | $17.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Reduce -9.4% | 456,080 | $17.5M |
| LPL Financial LLC | 0.00% | Add +19.6% | 405,949 | $15.6M |
| Mirova | 0.56% | Add +1.5% | 398,722 | $15.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -1.4% | 395,336 | $15.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -5.2% | 394,559 | $15.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 385,020 | $14.8M |
| John G Ullman & Associates Inc. | 1.77% | Reduce -5.8% | 380,232 | $14.6M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 353,836 | $14.3M |
| Trexquant Investment LP | 0.08% | Add +93.6% | 350,865 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 322,647 | $12.4M |
| Algert Global LLC | 0.15% | New | 321,500 | $12.3M |
| Magellan Asset Management Ltd | 0.27% | Add +8.5% | 320,787 | $12.3M |
| California State Teachers Retirement System | 0.01% | Reduce -7.2% | 312,425 | $12.0M |
| Natixis Advisors, LLC | 0.01% | Add +2.3% | 311,246 | $11.9M |
| MUFG Securities EMEA plc | 0.12% | Add +131.6% | 305,721 | $11.7M |
| Virtu Financial LLC | 0.37% | Add +36.9% | 305,586 | $11.7M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.4% | 293,357 | $11.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.5% | 292,042 | $11.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.5% | 289,905 | $11.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +32.4% | 289,025 | $11.1M |
| Bank of Nova Scotia | 0.02% | Add +462.6% | 284,606 | $10.9M |
| Maryland State Retirement & Pension System | 0.19% | Add +6.0% | 284,005 | $10.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.8% | 279,735 | $10.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.15% | Reduce -8.8% | 274,998 | $10.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -51.3% | 272,252 | $10.4M |
| Cetera Investment Advisers | 0.01% | Add +6.2% | 264,413 | $10.1M |
| Stifel Financial Corp. | 0.01% | Add +0.9% | 261,289 | $10.0M |
| ING Groep NV | 0.05% | New | 258,000 | $9.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.7% | 246,561 | $9.4M |
| CIBC Bancorp USA Inc. | 0.01% | Add +783.0% | 245,699 | $9.4M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -86.0% | 244,227 | $9.4M |
| Nuance Investments, LLC | 1.56% | Add +22.6% | 238,896 | $9.2M |
| Marshall Wace, LLP | 0.01% | Add +409.5% | 237,937 | $9.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.41% | Add +5.8% | 236,193 | $9.0M |
| Renaissance Technologies | 0.01% | New | 235,283 | $9.0M |
| AdvisorNet Financial, Inc | 0.41% | Add +0.0% | 232,696 | $8.9M |
| Aberdeen Group plc | 0.01% | Add +68.6% | 227,500 | $8.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Reduce -11.1% | 225,968 | $8.7M |
| Quantinno Capital Management LP | 0.01% | Add +24.2% | 222,971 | $8.5M |
| Vanguard Investments Australia, Ltd. | 0.02% | Add +3.3% | 219,016 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 214,829 | $8.2M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.66% | Reduce -1.0% | 211,374 | $8.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -6.2% | 202,400 | $7.7M |
| Creative Planning | 0.00% | Add +0.7% | 201,982 | $7.7M |
| XTX Topco Ltd | 0.10% | Reduce -5.8% | 197,874 | $7.6M |
| Barclays PLC | 0.00% | Reduce -16.8% | 196,584 | $7.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 182,214 | $7.0M |
| Abc Arbitrage SA | 0.75% | Add +58.2% | 180,276 | $6.9M |
| Allworth Financial LP | 0.03% | Reduce -5.2% | 172,667 | $6.6M |
| Macquarie Group Ltd. | 0.03% | Add +21.4% | 172,270 | $6.6M |
| NewSquare Capital LLC | 0.49% | Add +4.7% | 171,674 | $6.6M |
| Mariner, LLC | 0.01% | Add +134.1% | 171,350 | $6.6M |
| Deutsche Bank AG | 0.00% | Reduce -33.5% | 170,133 | $6.5M |
| Tudor Investment Corporation | 0.03% | Reduce -87.9% | 168,187 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.4% | 165,749 | $6.3M |
| Covea Finance | 0.20% | Add +146.6% | 161,500 | $6.2M |
| APG Asset Management N.V. | 0.01% | Add +44.4% | 182,451 | $6.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -14.2% | 155,782 | $6.0M |
| South Dakota Investment Council | 0.10% | Add +3.0% | 155,499 | $6.0M |
| Quantbot Technologies LP | 0.23% | Add +1171.7% | 155,290 | $5.9M |
| Point72 Asset Management | 0.01% | Add +104.6% | 153,300 | $5.9M |
| Wills Financial Group LLC | 2.12% | Reduce -0.4% | 152,307 | $5.8M |
| Candriam S.C.A. | 0.03% | Reduce -3.5% | 150,268 | $5.8M |
| Storebrand Asset Management As | 0.01% | Reduce -23.8% | 145,577 | $5.6M |
| Bank of Montreal | 0.00% | Add +4.3% | 142,094 | $5.4M |
| Toronto Dominion Bank | 0.01% | Reduce -68.8% | 141,089 | $5.4M |
| TD Asset Management Inc | 0.00% | Add +7.6% | 140,758 | $5.4M |
| Guggenheim Capital LLC | 0.03% | Reduce -5.6% | 140,272 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.9% | 139,695 | $5.4M |
| Ieq Capital, LLC | 0.02% | Add +1009.5% | 138,340 | $5.3M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | Add +114.5% | 137,908 | $5.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.9% | 136,553 | $5.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.15% | Add +67.8% | 133,442 | $5.1M |
| Hamilton Point Investment Advisors, LLC | 0.71% | Reduce -0.9% | 130,855 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +6.2% | 129,436 | $5.0M |
| Coston, McIsaac & Partners | 0.99% | Add +5.1% | 128,308 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.0% | 126,558 | $4.8M |
| Amalgamated Bank | 0.03% | Reduce -2.2% | 126,216 | $4.8M |
| Alps Advisors Inc. | 0.02% | Add +3.1% | 125,429 | $4.8M |
| Sei Investments Co. | 0.00% | Reduce -4.3% | 124,417 | $4.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -30.4% | 120,658 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.5% | 120,619 | $4.6M |
| Toth Financial Advisory Corp. | 0.45% | Reduce -7.6% | 120,367 | $4.6M |
| Jupiter Topco LLC | 0.00% | — | 118,200 | $4.5M |
| HM Payson & Co. | 0.06% | Reduce -0.8% | 114,308 | $4.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 113,001 | $4.3M |
| Hennessy Advisors Inc. | 0.14% | Add +12.0% | 112,300 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.7% | 107,822 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 106,897 | $4.1M |
| NFJ Investment Group, LLC | 0.14% | No change | 105,602 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.9% | 105,287 | $4.0M |
| Cerity Partners LLC | 0.00% | Add +46.2% | 104,650 | $4.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -9.6% | 101,101 | $3.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +51.6% | 98,527 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.8% | 97,433 | $3.7M |
| Brown Advisory Inc. | 0.01% | Reduce -0.2% | 94,400 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.7% | 92,130 | $3.5M |
| First National Bank & Trust Co. of Newtown | 0.71% | Reduce -5.9% | 87,439 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.2% | 90,736 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.3% | 89,334 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.9% | 96,716 | $3.4M |
| Arax Advisory Partners | 0.02% | Add +7027.0% | 88,802 | $3.4M |
| Inspire Advisors, LLC | 0.23% | Add +19.4% | 88,020 | $3.4M |
| CoreCommodity Management, LLC | 0.66% | Add +106.2% | 86,836 | $3.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +37.7% | 85,800 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 84,819 | $3.3M |
| Texas Yale Capital Corp. | 0.07% | No change | 84,138 | $3.2M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -1.6% | 84,030 | $3.2M |
| Wellington Management Group LLP | 0.00% | Reduce -83.6% | 83,988 | $3.2M |
| Cambiar Investors LLC | 0.14% | Reduce -0.7% | 83,667 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +18.6% | 83,190 | $3.2M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.2% | 83,000 | $3.2M |
| Trilogy Capital Inc. | 0.12% | Add +2.3% | 82,885 | $3.2M |
| Agf Management Ltd. | 0.01% | Reduce -13.4% | 81,858 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.5% | 81,214 | $3.1M |
| Polar Asset Management Partners Inc. | 0.07% | Add +223.1% | 80,780 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.1% | 80,726 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.4% | 80,725 | $3.1M |
| A. D. Beadell Investment Counsel, Inc. | 1.97% | Add +4.5% | 80,220 | $3.1M |
| Man Group plc | 0.01% | New | 80,000 | $3.1M |
| Odyssean, LLC | 0.49% | New | 79,254 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 78,493 | $3.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -19.9% | 78,203 | $3.0M |
| Great Lakes Advisors, LLC | 0.02% | New | 78,045 | $3.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 78,000 | $3.0M |
| Bridgewater Associates | 0.01% | Add +3.4% | 77,551 | $3.0M |
| Abn Amro Investment Solutions | 0.03% | Reduce -24.8% | 75,980 | $2.9M |
| Arizona State Retirement System | 0.01% | Reduce -4.5% | 74,263 | $2.8M |
| Jacobi Capital Management LLC | 0.14% | Add +1.4% | 73,144 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -20.9% | 71,234 | $2.7M |
| Aurora Investment Counsel | 1.35% | Reduce -2.9% | 68,633 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.07% | No change | 68,480 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.1% | 68,180 | $2.6M |
| State of Michigan Retirement System | 0.01% | Reduce -2.5% | 66,371 | $2.5M |
| Synergy Asset Management, LLC | 0.24% | Reduce -18.3% | 66,112 | $2.5M |
| Energy Income Partners, LLC | 0.04% | Reduce -86.8% | 65,916 | $2.5M |
| Citadel Advisors | 0.00% | Add +69.0% | 65,412 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.6% | 63,802 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 63,504 | $2.4M |
| Fifth Third Bancorp | 0.00% | Reduce -9.3% | 63,416 | $2.4M |
| Kennedy Capital Management LLC | 0.04% | Add +87.0% | 63,121 | $2.4M |
| GAMCO Investors | 0.02% | Add +2.5% | 60,603 | $2.3M |
| Waverly Advisors, LLC | 0.01% | Add +3.4% | 60,242 | $2.3M |
| New Mexico Educational Retirement Board | 0.06% | No change | 59,400 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.0% | 58,588 | $2.2M |
| Secure Asset Management, LLC | 0.31% | Add +9.8% | 58,348 | $2.2M |
| Jain Global LLC | 0.03% | New | 56,012 | $2.1M |
| Prelude Capital Management, LLC | 0.16% | Add +46.2% | 55,698 | $2.1M |
| Bridgewater Advisors Inc. | 0.11% | Add +0.6% | 54,792 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +44.7% | 53,801 | $2.1M |
| Machina Capital S.A.S. | 0.31% | Add +267.6% | 51,534 | $2.0M |
| Benedict Financial Advisors Inc. | 0.38% | Reduce -5.0% | 50,590 | $1.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +11.5% | 50,204 | $1.9M |
| Intesa Sanpaolo S.p.A. | 0.07% | Reduce -39.4% | 50,181 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.4% | 48,563 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 46,821 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +5.9% | 45,888 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 45,662 | $1.7M |
| Heartland Advisors Inc. | 0.08% | Reduce -0.9% | 45,489 | $1.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 45,000 | $1.7M |
| Tidal Investments LLC | 0.00% | Add +5.7% | 44,961 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +14.8% | 44,789 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | Add +786.2% | 44,666 | $1.7M |
| Trium Capital LLP | 1.08% | Add +41.2% | 44,644 | $1.7M |
| Mangrove Partners Im, LLC | 0.11% | No change | 42,999 | $1.6M |
| Utah Retirement Systems | 0.02% | Reduce -5.5% | 42,987 | $1.6M |
| Shelton Capital Management | 0.03% | Reduce -0.5% | 42,470 | $1.6M |
| Weaver C. Barksdale & Associates, Inc. | 1.46% | Reduce -0.1% | 42,413 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -1.3% | 39,799 | $1.5M |
| Greenwood Capital Associates LLC | 0.15% | New | 39,464 | $1.5M |
| Radnor Capital Management, LLC | 0.21% | Reduce -2.1% | 39,235 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.2% | 39,212 | $1.5M |
| Generali Asset Management SPA SGR | 0.03% | Reduce -12.8% | 39,006 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.4% | 38,324 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +2.8% | 37,939 | $1.5M |
| Olympiad Research LP | 3.01% | No change | 37,813 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -29.2% | 37,225 | $1.4M |
| Capital Innovations LLC | 0.36% | — | 36,596 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.6% | 36,293 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -11.3% | 36,200 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 35,247 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | Add +80.6% | 35,133 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.08% | Reduce -6.4% | 34,962 | $1.3M |
| Xponance LLC | 0.01% | Reduce -0.4% | 34,927 | $1.3M |
| Allstate Corp. | 0.01% | Add +1.9% | 34,775 | $1.3M |
| Christine Messmer PC | 0.74% | Reduce -2.1% | 34,500 | $1.3M |
| Spirit of America Management Corp. | 0.25% | No change | 34,350 | $1.3M |
| Investors Research Corp | 0.23% | Reduce -2.5% | 33,767 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Reduce -83.2% | 33,588 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +170.4% | 32,628 | $1.2M |
| Philadelphia Trust Co. | 0.08% | No change | 32,464 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -23.1% | 31,982 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 31,809 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -14.1% | 31,519 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.0% | 31,189 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.6% | 31,084 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +116.8% | 31,064 | $1.2M |
| Inspire Investing, LLC | 0.05% | Add +50.0% | 31,012 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.5% | 30,768 | $1.2M |
| Pathway Financial Advisers, LLC | 0.29% | Reduce -3.5% | 30,334 | $1.2M |
| NINE MASTS CAPITAL Ltd | 0.16% | New | 30,000 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | Reduce -27.7% | 29,807 | $1.1M |
| Rothschild Investment LLC | 0.04% | Add +47.0% | 29,279 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +60.0% | 29,132 | $1.1M |
| Vise Technologies, Inc. | 0.01% | Reduce -8.1% | 28,456 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.9% | 28,323 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.3% | 27,791 | $1.1M |
| Blair William & Co. | 0.00% | Add +33.9% | 27,420 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 27,231 | $1.0M |
| Addison Capital Co | 0.17% | Reduce -9.6% | 27,101 | $1.0M |
| Lee Financial Co | 0.13% | Reduce -0.3% | 27,016 | $1.0M |
| Brevan Howard Capital Management LP | 0.02% | Add +82.0% | 26,990 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -69.6% | 26,984 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +0.1% | 26,888 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.5% | 26,876 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -24.1% | 26,706 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.17% | Add +2.9% | 26,658 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 26,545 | $1.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +11.0% | 26,489 | $1.0M |
| Swiss Life Asset Management Ltd | 0.00% | Add +4.7% | 26,444 | $1.0M |
| apricus wealth, LLC | 0.48% | No change | 26,262 | $1.0M |
| Blackhill Capital Inc. | 0.04% | No change | 26,041 | $998K |
| Engineers Gate Manager LP | 0.01% | Reduce -62.0% | 25,815 | $989K |
| PW Nova Financial Services LLC | 0.21% | Reduce -0.5% | 25,252 | $967K |
| Rodgers Brothers Inc. | 0.09% | No change | 24,813 | $951K |
| Kingdom Financial Group LLC. | 0.24% | Add +5.5% | 24,402 | $935K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.4% | 23,903 | $916K |
| Hamrick Investment Counsel, llc | 0.61% | Reduce -0.1% | 23,896 | $915K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.13% | New | 23,763 | $910K |
| QRG Capital Management, Inc. | 0.01% | Add +2.4% | 23,408 | $897K |
| Bleakley Financial Group, LLC | 0.01% | Add +115.8% | 23,330 | $894K |
| Gsa Capital Partners LLP | 0.06% | Reduce -43.8% | 23,277 | $892K |
| Bfsg, LLC | 0.08% | Add +497.8% | 22,752 | $872K |
| Key Financial Inc | 0.14% | Reduce -14.2% | 21,643 | $829K |
| Securian Asset Management, Inc. | 0.03% | Add +0.1% | 20,884 | $829K |
| Ethic Inc. | 0.01% | Reduce -4.6% | 21,478 | $823K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -14.2% | 21,187 | $812K |
| Aspire Private Capital, LLC | 0.17% | No change | 21,176 | $811K |
| Ridgewood Investments LLC | 0.30% | Add +96.1% | 20,920 | $801K |
| Holos Integrated Wealth LLC | 0.37% | No change | 20,455 | $799K |
| Merit Financial Group, LLC | 0.01% | Add +50.4% | 20,829 | $798K |
| Sanctuary Advisors, LLC | 0.00% | Add +96.1% | 20,454 | $784K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -21.1% | 20,325 | $779K |
| Two Sigma Investments, LP | 0.00% | New | 20,318 | $778K |
| Summit Financial, LLC | 0.01% | Add +1.4% | 20,297 | $778K |
| IFM Investors Pty Ltd | 0.01% | Add +1.0% | 20,249 | $776K |
| Summit Trail Advisors, LLC | 0.01% | Add +6.6% | 20,040 | $768K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -93.3% | 19,851 | $760K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.6% | 19,583 | $750K |
| Schnieders Capital Management, Llc. | 0.10% | No change | 19,321 | $740K |
| Cullen Capital Management, LLC | 0.01% | Reduce -29.3% | 19,014 | $728K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 18,996 | $728K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 18,975 | $727K |
| Kiker Wealth Management, LLC | 0.28% | Add +4.1% | 18,685 | $716K |
| Fiduciary Trust Co | 0.01% | Reduce -6.4% | 18,630 | $714K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -8.9% | 18,554 | $711K |
| HSBC Holdings PLC | 0.00% | Add +7.1% | 18,307 | $708K |
| Willow Creek Capital Management, Inc. | 0.69% | — | 18,417 | $706K |
| Chesapeake Capital Corp. | 0.38% | Add +20.2% | 18,273 | $700K |
| Agp Franklin, LLC | 0.30% | Reduce -46.1% | 18,246 | $699K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 18,229 | $698K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.9% | 18,224 | $698K |
| Integrated Wealth Concepts LLC | 0.00% | Add +32.6% | 17,862 | $684K |
| Truist Financial Corp. | 0.00% | Add +22.2% | 17,695 | $678K |
| Costello Asset Management, INC | 0.20% | Reduce -7.0% | 17,644 | $676K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -95.4% | 17,096 | $655K |
| Haverford Trust Co | 0.01% | Reduce -12.7% | 17,036 | $653K |
| DNB Asset Management AS | 0.00% | Reduce -8.4% | 17,003 | $651K |
| Everett Harris & Co. | 0.01% | Add +6.3% | 17,000 | $651K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.8% | 16,857 | $646K |
| Smithfield Trust Co | 0.03% | Reduce -4.3% | 16,524 | $634K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.2% | 16,440 | $630K |
| Virtue Capital Management, LLC | 0.08% | Reduce -14.3% | 16,422 | $629K |
| Two Sigma Securities, LLC | 0.05% | New | 16,350 | $626K |
| Prudential Financial Inc. | 0.00% | Reduce -4.4% | 16,222 | $621K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.2% | 16,131 | $618K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -34.6% | 16,033 | $614K |
| Versor Investments LP | 1.27% | Add +27.0% | 15,762 | $604K |
| Loudon Investment Management, LLC | 0.29% | No change | 15,463 | $592K |
| Praxis Investment Management Inc. | 0.03% | Reduce -8.8% | 15,343 | $588K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.1% | 15,274 | $585K |
| MAI Capital Management | 0.00% | Add +98.7% | 14,831 | $568K |
| Holocene Advisors, LP | 0.00% | No change | 14,539 | $557K |
| Blossom Wealth Management | 0.78% | Reduce -3.6% | 14,521 | $556K |
| Resurgent Financial Advisors LLC | 0.15% | No change | 14,413 | $552K |
| Aristotle Capital Boston, LLC | 0.04% | Reduce -25.2% | 14,388 | $551K |
| AG2R La Mondiale Gestion D'actifs | 0.02% | Add +7.6% | 14,259 | $546K |
| Ingalls & Snyder LLC | 0.01% | Reduce -1.3% | 14,022 | $537K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.2% | 13,957 | $535K |
| Jump Financial, LLC | 0.01% | New | 13,835 | $530K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.3% | 13,801 | $529K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.1% | 13,779 | $528K |
| Nomura Holdings Inc. | 0.00% | Add +17.5% | 13,659 | $523K |
| First Pacific Financial | 0.06% | Reduce -7.5% | 13,593 | $521K |
| Red Door Wealth Management, LLC | 0.05% | No change | 13,523 | $518K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 13,509 | $518K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -10.3% | 13,487 | $517K |
| Sivia Capital Partners, LLC | 0.06% | Add +139.1% | 13,461 | $516K |
| Pullen Investment Management, LLC | 0.23% | Add +4.7% | 12,962 | $497K |
| Peoples Bank | 0.48% | Reduce -4.6% | 12,952 | $496K |
| Alan B Lancz & Associates, Inc. | 0.43% | No change | 12,784 | $490K |
| Himension Capital (singapore) Pte. LTD. | 0.03% | New | 12,371 | $474K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -0.1% | 12,250 | $469K |
| American Century Companies Inc. | 0.00% | Reduce -91.5% | 12,222 | $468K |
| Mitchell Sinkler & Starr | 0.19% | Add +2.2% | 12,177 | $467K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -17.4% | 11,870 | $464K |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | New | 12,000 | $460K |
| SummitTX Capital, L.P. | 0.01% | New | 11,744 | $450K |
| WealthTrust Axiom LLC | 0.10% | Add +1.6% | 11,607 | $445K |
| Godshalk Welsh Capital Management, Inc. | 0.24% | No change | 11,436 | $438K |
| Clean Yield Group | 0.11% | Reduce -10.6% | 11,379 | $436K |
| Chase Investment Counsel Corp. | 0.09% | Add +7.1% | 11,267 | $431K |
| Readystate Asset Management LP | 0.03% | New | 11,212 | $430K |
| CIBC Asset Management Inc | 0.00% | Add +2.9% | 11,181 | $428K |
| SS&H Financial Advisors, Inc. | 0.11% | — | 11,074 | $424K |
| &partners | 0.00% | Reduce -1.4% | 11,061 | $424K |
| Quaker Wealth Management, LLC | 0.12% | Reduce -0.1% | 10,957 | $420K |
| Independent Advisor Alliance | 0.01% | Add +0.6% | 10,956 | $420K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.0% | 10,945 | $419K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 10,796 | $414K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.9% | 10,653 | $408K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -1.6% | 10,633 | $407K |
| EagleClaw Capital Managment, LLC | 0.05% | Reduce -3.9% | 10,627 | $407K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.2% | 10,473 | $398K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -90.0% | 10,363 | $397K |
| Neo Ivy Capital Management | 0.09% | New | 10,363 | $397K |
| Compound Planning, Inc. | 0.01% | Reduce -7.8% | 10,309 | $395K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 10,272 | $394K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 10,142 | $389K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 9,972 | $382K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +89.7% | 9,824 | $376K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.8% | 9,822 | $376K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -32.4% | 9,672 | $371K |
| CX Institutional | 0.01% | Add +9.2% | 9,573 | $367K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 9,543 | $366K |
| Frec Markets, Inc. | 0.03% | New | 9,502 | $364K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -23.4% | 9,065 | $359K |
| Atom Investors LP | 0.03% | New | 9,350 | $358K |
| Glen Eagle Advisors, LLC | 0.05% | Add +2.5% | 9,334 | $358K |
| Apella Capital, LLC | 0.01% | Add +8.5% | 9,106 | $356K |
| Brighton Jones LLC | 0.01% | Add +41.9% | 9,265 | $355K |
| Krilogy Financial LLC | 0.01% | Add +65.6% | 9,075 | $348K |
| Eastern Bank | 0.01% | Add +74.8% | 8,848 | $339K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.8% | 8,645 | $331K |
| CenterBook Partners LP | 0.02% | Reduce -81.8% | 8,605 | $330K |
| RIA Advisory Group LLC | 0.07% | Reduce -0.3% | 8,570 | $328K |
| DRW Securities, LLC | 0.02% | New | 8,523 | $327K |
| Cozad Asset Management Inc. | 0.02% | Add +20.7% | 8,450 | $324K |
| CENTRAL TRUST Co | 0.01% | Reduce -10.8% | 8,444 | $323K |
| Modern Wealth Management, LLC | 0.00% | Reduce -6.6% | 8,444 | $323K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 8,359 | $322K |
| Fsa Wealth Partners, Inc. | 0.08% | Add +0.1% | 8,374 | $321K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 8,340 | $320K |
| STRS Ohio | 0.00% | Add +23.9% | 8,312 | $318K |
| Seeds Investor LLC | 0.03% | Reduce -21.9% | 8,284 | $317K |
| Glenview Trust Co | 0.00% | Reduce -0.2% | 8,274 | $317K |
| Rowlandmiller & Partners.adv | 0.06% | Reduce -1.3% | 8,252 | $316K |
| KBC Group NV | 0.00% | No change | 8,119 | $311K |
| Commerce Bank | 0.00% | Reduce -1.1% | 8,102 | $310K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Add +1.5% | 8,099 | $310K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.8% | 8,086 | $310K |
| Schroder Investment Management Group | 0.00% | Reduce -37.7% | 8,041 | $309K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.8% | 8,041 | $308K |
| MML Investors Services, LLC | 0.00% | Add +31.5% | 8,013 | $307K |
| Tompkins Financial Corp. | 0.02% | Add +5.3% | 7,967 | $305K |
| Signaturefd, LLC | 0.00% | Reduce -4.6% | 7,950 | $305K |
| Ritholtz Wealth Management | 0.00% | New | 7,868 | $301K |
| Guinness Asset Management LTD | 0.01% | Add +61.8% | 7,851 | $301K |
| Mendel Money Management | 0.11% | Reduce -16.3% | 7,815 | $299K |
| GSG Advisors LLC | 0.07% | Add +0.0% | 7,810 | $299K |
| Keybank National Association | 0.00% | Reduce -15.2% | 7,767 | $298K |
| Choreo, LLC | 0.00% | Add +0.9% | 7,754 | $297K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,751 | $297K |
| O'Brien Greene & Co. Inc | 0.08% | No change | 7,714 | $296K |
| Flagship Capital Management Inc. | 0.18% | No change | 7,595 | $291K |
| Cetera Trust Company, N.A | 0.14% | Add +4.2% | 7,535 | $289K |
| GAMMA Investing LLC | 0.01% | Reduce -28.5% | 7,524 | $288K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 7,484 | $287K |
| ELCO Management Co., LLC | 0.12% | Reduce -37.2% | 7,371 | $282K |
| Polymer Capital Management (US) LLC | 0.04% | New | 7,159 | $274K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 7,142 | $274K |
| RTD Financial Advisors, Inc. | 0.03% | No change | 7,103 | $272K |
| Advisors Capital Management, LLC | 0.00% | Reduce -3.9% | 6,915 | $265K |
| PTM Wealth Management, LLC | 0.12% | Add +2.5% | 6,659 | $264K |
| Assetmark, Inc. | 0.00% | Reduce -1.0% | 6,852 | $263K |
| Vident Advisory, LLC | 0.00% | Reduce -2.3% | 6,797 | $260K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.05% | No change | 6,500 | $257K |
| Kennedy Investment Group, Inc. | 0.09% | Reduce -0.1% | 6,707 | $257K |
| Armistice Capital, LLC | 0.01% | New | 6,604 | $253K |
| Romano Brothers and Company | 0.03% | Reduce -0.8% | 6,591 | $253K |
| S Harris Financial Group, LLC | 0.20% | No change | 6,586 | $252K |
| CSS LLC | 0.03% | No change | 6,501 | $249K |
| Savant Capital, LLC | 0.00% | New | 6,446 | $248K |
| Kingsview Wealth Management, LLC | 0.00% | Add +26.7% | 6,477 | $248K |
| Providence Wealth Advisors, LLC | 0.15% | Reduce -8.2% | 6,275 | $247K |
| Ascent Group, LLC | 0.01% | No change | 6,436 | $247K |
| AlphaGrep UK Ltd | 0.07% | New | 6,407 | $245K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +1.4% | 6,342 | $243K |
| Fulcrum Capital LLC | 0.05% | No change | 6,250 | $239K |
| Nicolet Bankshares Inc. | 0.01% | No change | 6,250 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -0.4% | 6,224 | $238K |
| AlphaCore Capital LLC | 0.00% | New | 6,135 | $235K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.5% | 6,024 | $231K |
| Community Bank, N.A. | 0.02% | Reduce -40.3% | 6,020 | $231K |
| First Business Financial Services, Inc. | 0.02% | Reduce -57.6% | 6,000 | $230K |
| Charter Research & Investment Group, Inc. | 0.14% | No change | 5,930 | $227K |
| Diversified Enterprises, LLC | 0.01% | Add +0.2% | 5,881 | $225K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,870 | $225K |
| Daymark Wealth Partners, LLC | 0.01% | New | 5,840 | $224K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -33.2% | 5,807 | $222K |
| Tred Avon Family Wealth, LLC | 0.07% | No change | 5,803 | $222K |
| Benjamin Edwards Inc. | 0.00% | Add +9.4% | 5,802 | $222K |
| Moneco Advisors, LLC | 0.01% | Add +0.4% | 5,782 | $222K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.2% | 5,667 | $217K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -61.6% | 5,649 | $216K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 5,554 | $214K |
| Avior Wealth Management, LLC | 0.01% | Add +0.9% | 5,588 | $214K |
| IFP Advisors, Inc | 0.00% | Add +256.7% | 5,583 | $214K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 5,578 | $214K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 5,572 | $213K |
| J. M. Brown & Associates Inc. | 0.12% | — | 5,539 | $212K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -49.4% | 5,519 | $211K |
| Modera Wealth Management, LLC | 0.00% | Add +0.0% | 5,417 | $208K |
| 49 Wealth Management, LLC | 0.04% | New | 5,416 | $207K |
| Alongside, LLC | 0.04% | — | 5,416 | $207K |
| Greenleaf Trust | 0.00% | Reduce -10.0% | 5,406 | $207K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 5,350 | $205K |
| Bull Harbor Capital LLC | 0.04% | New | 5,333 | $204K |
| Tower Wealth Partners, Inc. | 0.10% | No change | 5,321 | $204K |
| Anchor Investment Management, LLC | 0.02% | Reduce -5.3% | 5,305 | $203K |
| Profund Advisors LLC | 0.01% | Add +2.8% | 5,290 | $203K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -13.6% | 5,271 | $202K |
| HUB Investment Partners, LLC | 0.00% | Add +5.5% | 5,261 | $202K |
| Wedmont Private Capital | 0.01% | New | 5,207 | $201K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.09% | Add +150.0% | 5,000 | $192K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 4,993 | $191K |
| Huntington National Bank | 0.00% | Reduce -8.8% | 4,824 | $185K |
| UMB Bank, n.a. | 0.00% | Reduce -6.5% | 4,743 | $182K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.8% | 4,723 | $181K |
| Clearstead Advisors, LLC | 0.00% | Add +381.5% | 4,695 | $180K |
| Corient IA LP | 0.16% | No change | 4,440 | $170K |
| Natixis | 0.00% | Reduce -94.0% | 4,413 | $169K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 4,300 | $165K |
| CoreCap Advisors, LLC | 0.00% | Add +197.3% | 4,269 | $164K |
| Global Retirement Partners, LLC | 0.00% | — | 3,731 | $143K |
| Summit Securities Group LLC | 0.03% | New | 3,546 | $136K |
| Daiwa Securities Group Inc. | 0.00% | Add +27.8% | 3,455 | $132K |
| Private Trust Co. NA | 0.01% | Add +27.8% | 3,415 | $131K |
| Mint Tower Capital Management B.V. | 0.03% | No change | 3,331 | $128K |
| Employees Retirement System of Texas | 0.00% | New | 3,183 | $122K |
| Trust Co. of Vermont | 0.00% | — | 3,165 | $121K |
| Entrust Financial LLC | 0.08% | Add +0.4% | 3,162 | $121K |
| Whittier Trust Co. | 0.00% | No change | 3,130 | $121K |
| Hanson & Doremus Investment Management | 0.01% | No change | 3,142 | $120K |
| Manchester Capital Management LLC | 0.02% | Add +0.6% | 3,122 | $120K |
| Colonial Trust Co / SC | 0.01% | Reduce -8.0% | 2,490 | $95K |
| Crews Bank & Trust | 0.01% | No change | 2,473 | $95K |
| Axiom Investment Management LLC | 0.06% | No change | 2,436 | $93K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.8% | 2,250 | $86K |
| First Bancorp, Inc | 0.03% | New | 2,174 | $83K |
| Tower View Wealth Management LLC | 0.04% | Add +0.9% | 2,092 | $80K |
| Alpine Bank Wealth Management | 0.01% | New | 2,082 | $80K |
| Nykredit A/S | 0.00% | — | 2,023 | $78K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +12.6% | 1,917 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.3% | 1,891 | $72K |
| Southern Michigan Bank & Trust | 0.02% | No change | 1,800 | $69K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,766 | $68K |
| Versant Capital Management, Inc | 0.01% | Add +77.9% | 1,756 | $67K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,695 | $65K |
| Coastline Trust Co | 0.01% | No change | 1,693 | $65K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,628 | $63K |
| Clearstead Trust, LLC | 0.01% | Reduce -18.4% | 1,541 | $59K |
| Asset Dedication, LLC | 0.00% | No change | 1,541 | $59K |
| Parkside Financial Bank & Trust | 0.00% | Add +61.8% | 1,417 | $54K |
| Truvestments Capital LLC | 0.01% | Reduce -1.1% | 1,410 | $54K |
| Byrne Asset Management LLC | 0.03% | Add +13.6% | 1,250 | $48K |
| Orion Capital Management LLC | 0.01% | No change | 1,125 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.6% | 1,110 | $43K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +32.9% | 1,098 | $42K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 1,090 | $42K |
| Bessemer Group Inc. | 0.00% | Reduce -17.9% | 1,062 | $41K |
| Trust Co | 0.00% | Add +145.3% | 1,055 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +51.4% | 1,025 | $39K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +8316.7% | 1,010 | $39K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,000 | $38K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 994 | $38K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 951 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 947 | $36K |
| Quent Capital, LLC | 0.00% | Add +25.6% | 919 | $35K |
| Chelsea Counsel Co. | 0.01% | No change | 900 | $34K |
| VSM Wealth Advisory, LLC | 0.01% | Add +23.6% | 890 | $34K |
| Essential Partners LLC | 0.02% | Reduce -28.5% | 882 | $34K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.04% | No change | 879 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 873 | $33K |
| Kennebec Savings Bank | 0.03% | No change | 848 | $32K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.0% | 842 | $32K |
| NBT Bank, N.A. | 0.00% | Add +3.0% | 824 | $32K |
| Golden State Wealth Management, LLC | 0.00% | Add +15.6% | 809 | $31K |
| First Community Trust NA | 0.01% | No change | 802 | $31K |
| Asset Planning,Inc | 0.02% | Add +24.0% | 775 | $30K |
| Quarry LP | 0.00% | New | 750 | $29K |
| Piscataqua Savings Bank | 0.02% | No change | 750 | $29K |
| Zions Bancorporation, National Association | 0.00% | Add +21.6% | 748 | $29K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -0.8% | 733 | $28K |
| Princeton Global Asset Management LLC | 0.00% | No change | 705 | $27K |
| SouthState Bank Corp | 0.00% | Add +2.0% | 700 | $27K |
| Blue Trust, Inc. | 0.00% | Reduce -21.8% | 684 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 650 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 666 | $26K |
| First PREMIER Bank | 0.00% | No change | 650 | $25K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.7% | 643 | $25K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $24K |
| Bangor Savings Bank | 0.00% | Add +1.0% | 604 | $23K |
| Valley National Advisers Inc. | 0.00% | No change | 600 | $23K |
| DT Investment Partners, LLC | 0.00% | No change | 564 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 561 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 560 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.9% | 530 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.6% | 513 | $20K |
| True Wealth Design, LLC | 0.00% | Reduce -9.4% | 502 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 500 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 493 | $19K |
| Larson Financial Group LLC | 0.00% | Add +12.7% | 480 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 468 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 454 | $17K |
| Simplex Trading, LLC | 0.00% | Add +305.5% | 442 | $17K |
| Wellington-Altus USA Inc. | 0.01% | No change | 419 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 425 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 423 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.5% | 406 | $16K |
| 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% | New | 371 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $13K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -29.4% | 339 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 334 | $13K |
| Hilltop National Bank | 0.00% | No change | 325 | $12K |
| Westfuller Advisors, LLC | 0.00% | Add +1.0% | 310 | $12K |
| Rossby Financial, LCC | 0.00% | Add +35.4% | 302 | $12K |
| American National Bank & Trust | 0.00% | No change | 293 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +13.7% | 290 | $11K |
| Guinness Atkinson Asset Management Inc | 0.00% | No change | 276 | $11K |
| Chilton Capital Management LLC | 0.00% | New | 257 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 250 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 250 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -77.0% | 242 | $9K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -13.0% | 234 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 232 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -26.1% | 227 | $9K |
| Leonteq Securities AG | 0.00% | Reduce -58.9% | 214 | $8K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 210 | $8K |
| Covestor Ltd | 0.00% | Add +3.1% | 202 | $8K |
| IMA Advisory Services, Inc. | 0.00% | New | 206 | $8K |
| CVA Family Office, LLC | 0.00% | Reduce -19.6% | 205 | $8K |
| Archer Investment Corp | 0.00% | Add +1.1% | 193 | $7K |
| Godsey & Gibb, Inc. | 0.00% | No change | 188 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 183 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 174 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 174 | $7K |
| Fortitude Family Office, LLC | 0.00% | Reduce -47.6% | 173 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 173 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -55.6% | 160 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 157 | $6K |
| Mather Group, Llc. | 0.00% | New | 141 | $5K |
| Country Trust Bank | 0.00% | New | 140 | $5K |
| Copia Wealth Management | 0.00% | No change | 138 | $5K |
| JPL Wealth Management, LLC | 0.00% | Reduce -17.2% | 120 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +35.3% | 115 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -14.7% | 110 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +197.1% | 101 | $4K |
| SHP Wealth Management | 0.00% | New | 100 | $4K |
| WealthCollab, LLC | 0.00% | No change | 92 | $4K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -54.5% | 91 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 86 | $3K |
| Sachetta, LLC | 0.00% | Add +50.9% | 86 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1.3% | 80 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +44.4% | 78 | $3K |
| SWAN Capital LLC | 0.00% | No change | 69 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -99.2% | 69 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +128.6% | 64 | $2K |
| IFG Advisory, LLC | 0.00% | New | 63 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -66.0% | 54 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 53 | $2K |
| Avion Wealth | 0.00% | New | 67 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +136.4% | 52 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -35.9% | 50 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 50 | $2K |
| Synergy Investment Management, LLC | 0.00% | No change | 50 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 48 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +61.5% | 42 | $2K |
| Oakmont Advisory Group, LLC | 0.00% | New | 41 | $2K |
| Osbon Capital Management LLC | 0.00% | No change | 37 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 34 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 34 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -2.9% | 33 | $1K |
| Sankala Group LLC | 0.00% | No change | 28 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +28.6% | 27 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +35.0% | 27 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 33 | $1K |
| Vanguard Advisers Inc. | 0.00% | New | 23 | $881 |
| Highland Investment Advisors LLC | 0.00% | — | 23 | $880 |
| HFM Investment Advisors, LLC | 0.00% | Add +83.3% | 22 | $843 |
| Spire Wealth Management | 0.00% | No change | 20 | $766 |
| S&T Bank | 0.00% | New | 17 | $651 |
| Buck Wealth Strategies, LLC | 0.00% | New | 17 | $651 |
| Prestige Wealth Management Group LLC | 0.00% | Add +150.0% | 15 | $575 |
| Sittner & Nelson, LLC | 0.00% | New | 14 | $537 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 14 | $536 |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $536 |
| LRI Investments, LLC | 0.00% | Reduce -94.2% | 14 | $536 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 13 | $498 |
| Cornerstone Financial Management LLC | 0.00% | New | 13 | $498 |
| Planning Strategies Inc. | 0.00% | — | 12 | $460 |
| Stone House Investment Management, LLC | 0.00% | No change | 12 | $460 |
| Financial Gravity Companies, Inc. | 0.00% | — | 10 | $383 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $245 |
| Hughes Financial Services, LLC | 0.00% | Add +66.7% | 5 | $192 |
| DecisionPoint Financial, LLC | 0.00% | New | 5 | $191 |
| American Capital Advisory, LLC | 0.00% | Reduce -50.0% | 4 | $154 |
| North Star Investment Management Corp. | 0.00% | No change | 4 | $153 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -90.5% | 4 | $153 |
| Rakuten Securities, Inc. | 0.00% | Reduce -78.6% | 3 | $115 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $77 |
| 3 Factor Indexing, LLC | 0.00% | No change | 2 | $77 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $77 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $77 |
| Meeder 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 |
| Navigoe, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is WTRG's weight in each manager's 13F, not the share of Essential Utilities Inc. the manager owns.