Filing Research | WTRG - ESSENTIAL UTILS INC Institutional Holdings

Snapshot holdings

50 / 159 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	2.5MSH	$94.4M
2	AEGON ASSET MANAGEMENT UK PLC	Shares	603.5KSH	$23.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	456.1KSH	$17.5M
4	Assenagon Asset Management S.A.	Shares	244.2KSH	$9.4M
5	AdvisorNet Financial, Inc	Shares	232.7KSH	$8.9M
6	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	211.4KSH	$8.1M
7	ABC ARBITRAGE SA	Shares	180.3KSH	$6.9M
8	Covea Finance	Shares	161.5KSH	$6.2M
9	PensionDanmark Pensionsforsikringsaktieselskab	Shares	137.9KSH	$5.3M
10	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	133.4KSH	$5.1M
11	Police & Firemen's Retirement System of New Jersey	Shares	129.4KSH	$5.0M
12	TOTH FINANCIAL ADVISORY CORP	Shares	120.4KSH	$4.6M
13	HM PAYSON & CO	Shares	114.3KSH	$4.4M
14	HENNESSY ADVISORS INC	Shares	112.3KSH	$4.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	96.7KSH	$3.4M
16	Louisiana State Employees Retirement System	Shares	83.0KSH	$3.2M
17	Trilogy Capital Inc.	Shares	82.9KSH	$3.2M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	80.7KSH	$3.1M
19	ABN AMRO INVESTMENT SOLUTIONS	Shares	76.0KSH	$2.9M
20	Synergy Asset Management, LLC	Shares	66.1KSH	$2.5M
21	Secure Asset Management, LLC	Shares	58.3KSH	$2.2M
22	BENEDICT FINANCIAL ADVISORS INC	Shares	50.6KSH	$1.9M
23	Trium Capital LLP	Shares	44.6KSH	$1.7M
24	Radnor Capital Management, LLC	Shares	39.2KSH	$1.5M
25	Sequoia Financial Advisors, LLC	Shares	39.2KSH	$1.5M
26	Olympiad Research LP	Shares	37.8KSH	$1.4M
27	J.W. COLE ADVISORS, INC.	Shares	36.3KSH	$1.4M
28	CHRISTINE MESSMER PC	Shares	34.5KSH	$1.3M
29	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	34.4KSH	$1.3M
30	Investors Research Corp	Shares	33.8KSH	$1.3M
31	D.A. DAVIDSON & CO.	Shares	31.1KSH	$1.2M
32	Lee Financial Co	Shares	27.0KSH	$1.0M
33	Pine Valley Investments Ltd Liability Co	Shares	26.9KSH	$1.0M
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	26.5KSH	$1.0M
35	apricus wealth, LLC	Shares	26.3KSH	$1.0M
36	Wealthcare Advisory Partners LLC	Shares	23.9KSH	$915.7K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	23.4KSH	$896.8K
38	BFSG, LLC	Shares	22.8KSH	$871.6K
39	Key FInancial Inc	Shares	21.6KSH	$829.1K
40	SECURIAN ASSET MANAGEMENT, INC	Shares	20.9KSH	$828.9K
41	Aspire Private Capital, LLC	Shares	21.2KSH	$811.3K
42	Holos Integrated Wealth LLC	Shares	20.5KSH	$799.4K
43	Merit Financial Group, LLC	Shares	20.8KSH	$797.9K
44	IFM Investors Pty Ltd	Shares	20.2KSH	$775.7K
45	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	19.3KSH	$740.2K
46	Penobscot Investment Management Company, Inc.	Shares	19.0KSH	$726.9K
47	Crossmark Global Holdings, Inc.	Shares	18.2KSH	$698.4K
48	Farther Finance Advisors, LLC	Shares	16.4KSH	$629.9K
49	Blossom Wealth Management	Shares	14.5KSH	$556.3K
50	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	14.3KSH	$546.3K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 173 loaded

#		Instrument
1	Covea Finance added	Shares	+96.0K	+$3.5M	$6.2M
2	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+73.6K	+$2.7M	$5.3M
3	ABC ARBITRAGE SA added	Shares	+66.3K	+$2.3M	$6.9M
4	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+53.9K	+$1.9M	$5.1M
5	BFSG, LLC added	Shares	+18.9K	+$718.4K	$871.6K
6	D.A. DAVIDSON & CO. added	Shares	+16.7K	+$613.1K	$1.2M
7	Trium Capital LLP added	Shares	+13.0K	+$436.9K	$1.7M
8	NorthCrest Asset Manangement, LLC new	Shares	+8.4K	+$322.1K	$322.1K
9	Sivia Capital Partners, LLC added	Shares	+7.8K	+$288.9K	$515.7K
10	HENNESSY ADVISORS INC added	Shares	+12.0K	+$263.1K	$4.3M
11	Merit Financial Group, LLC added	Shares	+7.0K	+$240.2K	$797.9K
12	Wedmont Private Capital new	Shares	+5.2K	+$200.9K	$200.9K
13	IFP Advisors, Inc added	Shares	+4.0K	+$150.9K	$213.9K
14	EASTERN BANK added	Shares	+3.8K	+$135.1K	$339.0K
15	CoreCap Advisors, LLC added	Shares	+2.8K	+$105.7K	$163.5K
16	Secure Asset Management, LLC added	Shares	+5.2K	+$95.4K	$2.2M
17	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.6K	+$53.8K	$1.0M
18	Police & Firemen's Retirement System of New Jersey added	Shares	+7.5K	+$49.9K	$5.0M
19	Apella Capital, LLC added	Shares	+711	+$28.5K	$355.9K
20	Versant Capital Management, Inc added	Shares	+769	+$27.5K	$67.3K
21	Trust Co added	Shares	+625	+$23.1K	$40.4K
22	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+1.0K	+$12.8K	$546.3K
23	BENJAMIN EDWARDS INC added	Shares	+500	+$8.8K	$222.3K
24	Wealth Enhancement Trust Services, Inc. new	Shares	+210	+$8.0K	$8.0K
25	Cape Investment Advisory, Inc. new	Shares	+174	+$6.6K	$6.6K
26	COUNTRY TRUST BANK new	Shares	+140	+$5.4K	$5.4K
27	VSM Wealth Advisory, LLC added	Shares	+170	+$5.1K	$34.1K
28	Byrne Asset Management LLC added	Shares	+150	+$3.6K	$47.9K
29	Golden State Wealth Management, LLC added	Shares	+109	+$2.8K	$31.0K
30	SJS Investment Consulting Inc. added	Shares	+67	+$2.5K	$3.9K
31	Creative Capital Management Investments LLC new	Shares	+48	+$1.8K	$1.8K
32	Bogart Wealth, LLC added	Shares	+36	+$1.3K	$2.5K
33	Sachetta, LLC added	Shares	+29	+$999	$3.3K
34	Cromwell Holdings LLC added	Shares	+24	+$813	$3.0K
35	TOMPKINS FINANCIAL CORP added	Shares	+400	+$493	$305.2K
36	Hughes Financial Services, LLC added	Shares	+2	+$71	$192
37	CX Institutional added	Shares	+809	+$14	$367
38	Capital Advisors, Ltd. LLC added	Shares	+272	+$9	$42
39	Activest Wealth Management new	Shares	0	$0	$0
40	First PREMIER Bank unchanged	Shares	0	-$1	$25
41	Raleigh Capital Management Inc. unchanged	Shares	0	-$2	$38
42	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$4	$77
43	A. D. Beadell Investment Counsel, Inc. added	Shares	+3.4K	-$19	$3.1K
44	Spire Wealth Management unchanged	Shares	0	-$39	$766
45	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$67	$1.3K
46	State of Alaska, Department of Revenue trimmed	Shares	-659	-$81	$1.1K
47	Tradewinds Capital Management, LLC added	Shares	+1	-$127	$3.0K
48	Cedar Mountain Advisors, LLC added	Shares	+1	-$277	$6.7K
49	AMALGAMATED BANK trimmed	Shares	-2.8K	-$360	$4.8K
50	GODSEY & GIBB, INC unchanged	Shares	0	-$368	$7.2K

Scroll to load more