Public record / Tickers / EVRG

EVRG — Evergy, Inc.

Both disclosure regimes on one name: who in Congress filed about EVRG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming EVRG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-16
filed 2025-05-16
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Dan Newhouse · $1.0K–$15.0K

Sale · traded 2025-04-11 → filed 2025-05-16. Ranked over every EVRG row by the provable lower bound, never a point estimate.

No member disclosed EVRG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EVRG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EVRG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-16Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SaleTraded 03-16 +34d$1K–$15K
2022-03-16John H. Rutherford R–FL-5PurchaseTraded 02-17 +27d$1K–$15K
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2018-07-15Jacky Rosen D–NVExchange · SP (spouse-owned)Traded 06-05 +40d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in EVRG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed EVRG in the trailing 12 months.

Congress ↔ notable managers · EVRG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EVERGY INC

Merged timeline of congressional filings and notable-manager moves on EVRG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+39,592 sh
2026-05-15Bridgewater Associates 13Fadd+45,652 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EVRG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2STATE STREET CORP$1.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
5FMR LLC$816M1
6Invesco Ltd.$608M1
7GEODE CAPITAL MANAGEMENT, LLC$533M1
8FRANKLIN RESOURCES INC$510M1
9MORGAN STANLEY$391M1
10FEDERATED HERMES, INC.$304M1
11AMERICAN CENTURY COMPANIES INC$230M1
12Bank of New York Mellon Corp$223M1
13NORTHERN TRUST CORP$219M1
14BANK OF AMERICA CORP /DE/$218M1
15Bluescape Energy Partners LLC$218M1
16Nuveen, LLC$205M1
17Magellan Asset Management Ltd$184M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$183M1
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/$159M1
20TRUIST FINANCIAL CORP$156M1
21Mitsubishi UFJ Trust & Banking Corp$150M1
22CITADEL ADVISORS LLC$149M1
23DUFF & PHELPS INVESTMENT MANAGEMENT CO$136M1
24Legal & General Group Plc$135M1
25FIRST TRUST ADVISORS LP$120M1
26VICTORY CAPITAL MANAGEMENT INC$118M1
27CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$114M1
28DIMENSIONAL FUND ADVISORS LP$112M1
29VANGUARD FIDUCIARY TRUST CO$105M1
30DEUTSCHE BANK AG\$101M1
31Energy Income Partners, LLC$101M1
32BRANDES INVESTMENT PARTNERS, LP$97.2M1
33ENVESTNET ASSET MANAGEMENT INC$92.7M1
34Empower Advisory Group, LLC$87.5M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$87.1M1
36JENNISON ASSOCIATES LLC$81.3M1
37ANTIPODES PARTNERS Ltd$80.6M1
38RAYMOND JAMES FINANCIAL INC$80.1M1
39ExodusPoint Capital Management, LP$78.6M1
40UBS Group AG$74.9M1
41AQR CAPITAL MANAGEMENT LLC$71.9M1
42BARCLAYS PLC$67.3M1
43Freestone Grove Partners LP$60.7M1
44ADAGE CAPITAL PARTNERS GP, L.L.C.$59.3M1
45Gotham Asset Management, LLC$58.9M1
46Swiss National Bank$55.4M1
47MANUFACTURERS LIFE INSURANCE COMPANY, THE$52.3M1
48HSBC HOLDINGS PLC$52.2M1
49Quantinno Capital Management LP$45.0M1
50Allianz Asset Management GmbH$45.0M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$44.1M1
52Sumitomo Mitsui Trust Group, Inc.$43.3M1
53Mitsubishi UFJ Asset Management Co., Ltd.$42.4M1
54RENAISSANCE TECHNOLOGIES LLC$41.6M1
55Vanguard Global Advisers, LLC$41.0M1
56BANK OF MONTREAL /CAN/$40.3M1
57HITE Hedge Asset Management LLC$39.4M1
58CIBC Bancorp USA Inc.$39.4M1
59COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$38.6M1
60MILLENNIUM MANAGEMENT LLC$37.5M1
61VANGUARD ASSET MANAGEMENT, Ltd$35.2M1
62CRAMER ROSENTHAL MCGLYNN LLC$35.0M1
63Focus Partners Wealth$33.7M1
64NEW YORK STATE COMMON RETIREMENT FUND$32.8M1
65RHUMBLINE ADVISERS$32.6M1
66CRAWFORD INVESTMENT COUNSEL INC$32.0M1
67GW HENSSLER & ASSOCIATES LTD$31.3M1
68TWO SIGMA INVESTMENTS, LP$30.9M1
69Creative Planning$30.8M1
70WELLS FARGO & COMPANY/MN$30.5M1
71Verition Fund Management LLC$30.4M1
72ALPS ADVISORS INC$28.0M1
73STIFEL FINANCIAL CORP$27.3M1
74MERCER GLOBAL ADVISORS INC /ADV$24.8M1
75Susquehanna Portfolio Strategies, LLC$24.0M1
76CWM, LLC$22.9M1
77MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$22.7M1
78ROYAL BANK OF CANADA$22.4M1
79CITIGROUP INC$21.7M1
80PRINCIPAL FINANCIAL GROUP INC$21.3M1
81SEI INVESTMENTS CO$20.7M1
82ALLIANCEBERNSTEIN L.P.$20.5M1
83NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.1M1
84BROOKFIELD Corp /ON/$19.4M1
85Investment Management Corp of Ontario$19.3M1
86Vanguard Investments Australia, Ltd.$18.3M1
87NOMURA HOLDINGS INC$18.2M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.1M1
89GUGGENHEIM CAPITAL LLC$17.9M1
90FIRST CITIZENS BANK & TRUST CO$17.3M1
91WEDGE CAPITAL MANAGEMENT L L P/NC$17.2M1
92Hudson Bay Capital Management LP$17.0M1
93AMERIPRISE FINANCIAL INC$16.7M1
94OPPENHEIMER ASSET MANAGEMENT INC.$16.7M1
95Envestnet Portfolio Solutions, Inc.$16.5M1
96BALYASNY ASSET MANAGEMENT L.P.$16.4M1
97CANADA PENSION PLAN INVESTMENT BOARD$16.3M1
98Amundi$16.2M1
99LPL Financial LLC$16.2M1
100Squarepoint Ops LLC$15.8M1
101PICTON MAHONEY ASSET MANAGEMENT$15.2M1
102Edgestream Partners, L.P.$15.1M1
103Illinois Municipal Retirement Fund$14.1M1
104MACQUARIE GROUP LTD$14.0M1
105M&T BANK CORP$13.8M1
106Wealthfront Advisers LLC$13.3M1
107OCCUDO QUANTITATIVE STRATEGIES LP$13.2M1
108EXENCIAL WEALTH ADVISORS, LLC$13.1M1
109Bridgewater Associates, LP$12.7M1
110QRG CAPITAL MANAGEMENT, INC.$12.4M1
111Leeward Investments, LLC - MA$12.4M1
112CIBC Asset Management Inc$12.3M1
113Verbena Value LP$12.2M1
114ArrowMark Colorado Holdings LLC$12.1M1
115ADVOCATE GROUP LLC$11.6M1
116STATE OF WISCONSIN INVESTMENT BOARD$11.3M1
117Bryn Mawr Trust Advisors, LLC$10.6M1
118Cetera Investment Advisers$10.3M1
119Ensign Peak Advisors, Inc$9.8M1
120Sagefield Capital LP$9.8M1
121VOYA INVESTMENT MANAGEMENT LLC$9.6M1
122MACKENZIE FINANCIAL CORP$9.5M1
123HighTower Advisors, LLC$9.5M1
124BW Gestao de Investimentos Ltda.$9.3M1
125Chevy Chase Trust Holdings, LLC$9.3M1
126Asset Management One Co., Ltd.$9.1M1
127PRUDENTIAL FINANCIAL INC$9.1M1
128MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.0M1
129FIFTH THIRD BANCORP$8.9M1
130APG Asset Management N.V.$8.1M1
131Eurizon Capital SGR S.p.A.$8.0M1
132FRANKLIN STREET ADVISORS INC /NC$7.8M1
133Edgemoor Investment Advisors, Inc.$7.7M1
134New Age Alpha Advisors, LLC$7.4M1
135TD ASSET MANAGEMENT INC$7.2M1
136SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.0M1
137WORLDQUANT MILLENNIUM ADVISORS LLC$7.0M1
138OPPENHEIMER & CO INC$6.6M1
139COMMONWEALTH EQUITY SERVICES, LLC$6.6M1
140Resona Asset Management Co.,Ltd.$6.5M1
141NOMURA ASSET MANAGEMENT CO LTD$6.5M1
142Orion Porfolio Solutions, LLC$6.3M1
143Assenagon Asset Management S.A.$6.2M1
144ALPINE WOODS CAPITAL INVESTORS, LLC$6.2M1
145FIRST MANHATTAN CO. LLC.$6.1M1
146NISA INVESTMENT ADVISORS, LLC$6.0M1
147B. Metzler seel. Sohn & Co. AG$6.0M1
148Zurcher Kantonalbank (Zurich Cantonalbank)$5.9M1
149PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.9M1
150TORONTO DOMINION BANK$5.9M1
151State of New Jersey Common Pension Fund D$5.8M1
152Tidal Investments LLC$5.7M1
153Corient Private Wealth LLC$5.6M1
154Cerity Partners LLC$5.5M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$5.4M1
156Midwest Trust Co$5.4M1
157PUBLIC SECTOR PENSION INVESTMENT BOARD$5.4M1
158Schonfeld Strategic Advisors LLC$5.3M1
159Clearbridge Investments, LLC$5.2M1
160Czech National Bank$5.1M1
161NATIONAL BANK OF CANADA /FI/$5.1M1
162Arizona State Retirement System$5.1M1
163Aventail Capital Group, LP$5.1M1
164Howard Capital Management, LLC$5.0M1
165BANK OF NOVA SCOTIA$5.0M1
166HUB Investment Partners, LLC$4.9M1
167CREDIT AGRICOLE S A$4.9M1
168Lifeworks Advisors, LLC$4.8M1
169ASSETMARK, INC$4.6M1
170Ledyard National Bank$4.5M1
171Vanguard Personalized Indexing Management, LLC$4.4M1
172SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4M1
173MetLife Investment Management, LLC$4.4M1
174SVB WEALTH LLC$4.2M1
175IFM Investors Pty Ltd$4.2M1
176Retirement Systems of Alabama$4.0M1
177Oxbow Advisors, LLC$4.0M1
178Baird Financial Group, Inc.$4.0M1
179Trilogy Capital Inc.$3.9M1
180Pictet Asset Management Holding SA$3.8M1
181Mirae Asset Global Investments Co., Ltd.$3.8M1
182FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$3.7M1
183MONETA GROUP INVESTMENT ADVISORS LLC$3.7M1
184Woodline Partners LP$3.7M1
185BAILARD, INC.$3.7M1
186Daiwa Securities Group Inc.$3.7M1
187XPONANCE LLC$3.6M1
188Pathway Financial Advisers, LLC$3.6M1
189ICON ADVISERS INC/CO$3.6M1
190Oak Thistle LLC$3.6M1
191Advisors Asset Management, Inc.$3.4M1
192GREAT LAKES ADVISORS, LLC$3.4M1
193Fideuram Asset Management (Ireland) dac$3.3M1
194FARMERS & MERCHANTS INVESTMENTS INC$3.3M1
195US BANCORP \DE\$3.3M1
196DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.3M1
197OSAIC HOLDINGS, INC.$3.3M1
198YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
199Inspire Advisors, LLC$3.2M1
200SummitTX Capital, L.P.$3.1M1
201MIRABELLA FINANCIAL SERVICES LLP$3.1M1
202COMMERCE BANK$3.1M1
203Utah Retirement Systems$3.1M1
204Aberdeen Group plc$3.0M1
205INTECH INVESTMENT MANAGEMENT LLC$3.0M1
206Inspire Investing, LLC$2.9M1
207WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.9M1
208ProShare Advisors LLC$2.9M1
209O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.8M1
210Prospera Financial Services Inc$2.8M1
211Rakuten Investment Management, Inc.$2.8M1
212CONNING INC.$2.8M1
213MML INVESTORS SERVICES, LLC$2.8M1
214Sequoia Financial Advisors, LLC$2.8M1
215Johnson Financial Group, Inc.$2.8M1
216Man Group plc$2.7M1
217NEOS Investment Management LLC$2.7M1
218Ranch Capital Advisors Inc.$2.7M1
219NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
220BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
221Sumitomo Mitsui DS Asset Management Company, Ltd$2.6M1
222NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
223Community Bank of Raymore$2.5M1
224Universal- Beteiligungs- und Servicegesellschaft mbH$2.4M1
225Headlands Technologies LLC$2.4M1
226Polymer Capital Management (US) LLC$2.4M1
227PATTON FUND MANAGEMENT, INC.$2.4M1
228UniSuper Management Pty Ltd$2.4M1
229WealthTrust Axiom LLC$2.3M1
230PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.3M1
231Brookstone Capital Management$2.3M1
232DC Investments Management, LLC$2.3M1
233Swiss Life Asset Management Ltd$2.2M1
234OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
235NewEdge Advisors, LLC$2.2M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M1
237LaFleur & Godfrey LLC$2.1M1
238GLENMEDE TRUST CO NA$2.1M1
239JANE STREET GROUP, LLC$2.1M1
240TWO SIGMA SECURITIES, LLC$2.0M1
241Hennion & Walsh Asset Management, Inc.$2.0M1
242Aquatic Capital Management LLC$2.0M1
243MARTINGALE ASSET MANAGEMENT L P$2.0M1
244Graham Capital Management, L.P.$2.0M1
245Retirement Planning Group, LLC$1.9M1
246SCHRODER INVESTMENT MANAGEMENT GROUP$1.9M1
247Y-Intercept (Hong Kong) Ltd$1.9M1
248&PARTNERS$1.9M1
249Korea Investment CORP$1.9M1
250Summit Trail Advisors, LLC$1.9M1
251Defiance ETFs, LLC$1.8M1
252UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
253Pathstone Holdings, LLC$1.8M1
254J.W. COLE ADVISORS, INC.$1.8M1
255VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.8M1
256Vestmark Advisory Solutions, Inc.$1.8M1
257WESTPAC BANKING CORP$1.7M1
258Sanctuary Advisors, LLC$1.7M1
259Dynamic Advisor Solutions LLC$1.7M1
260Grantham, Mayo, Van Otterloo & Co. LLC$1.7M1
261LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.7M1
262Wilmington Savings Fund Society, FSB$1.7M1
263Private Advisor Group, LLC$1.6M1
264Janus Henderson Group Ltd.$1.6M1
265XTX Topco Ltd$1.6M1
266Lido Advisors, LLC$1.6M1
267Connor, Clark & Lunn Investment Management Ltd.$1.6M1
268Brevan Howard Capital Management LP$1.6M1
269IHT Wealth Management, LLC$1.5M1
270Rafferty Asset Management, LLC$1.5M1
271Brookmont Capital Management$1.5M1
272UMB Bank, n.a.$1.5M1
273Meeder Advisory Services, Inc.$1.5M1
274Ethic Inc.$1.5M1
275INTEGRITY ALLIANCE, LLC.$1.4M1
276National Pension Service$1.4M1
277TWIN CAPITAL MANAGEMENT INC$1.4M1
278Greenland Capital Management LP$1.4M1
279Prudent Man Advisors, LLC$1.4M1
280TWINBEECH CAPITAL LP$1.3M1
281Allworth Financial LP$1.3M1
282Allspring Global Investments Holdings, LLC$1.3M1
283Kestra Advisory Services, LLC$1.3M1
284Jain Global LLC$1.3M1
285Vident Advisory, LLC$1.3M1
286Chicago Partners Investment Group LLC$1.3M1
287Goelzer Investment Management, Inc.$1.2M1
288Concurrent Investment Advisors, LLC$1.2M1
289KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
290Dynamic Technology Lab Private Ltd$1.2M1
291Rockefeller Capital Management L.P.$1.2M1
292RIA Advisory Group LLC$1.2M1
293Catherine Avery Investment Management LLC$1.2M1
294Caprock Group, LLC$1.2M1
295Tower Research Capital LLC (TRC)$1.1M1
296MIZUHO SECURITIES USA LLC$1.1M1
297ALBION FINANCIAL GROUP /UT$1.1M1
298SIERRA SUMMIT ADVISORS LLC$1.1M1
299SeaCrest Wealth Management, LLC$1.1M1
300HARTFORD INVESTMENT MANAGEMENT CO$1.1M1
301NORDEA INVESTMENT MANAGEMENT AB$1.1M1
302NICOLET BANKSHARES INC$1.1M1
30344 WEALTH MANAGEMENT LLC$1.1M1
304ALERUS FINANCIAL NA$1.0M1
305ROYAL LONDON ASSET MANAGEMENT LTD$1.0M1
306Financial Partners Group, Inc$1.0M1
307DRW Securities, LLC$1.0M1
308Gibson Wealth Advisors LLC$1.0M1
309AGH Wealth Advisors, LLC$1.0M1
310IAMS WEALTH MANAGEMENT, LLC$1.0M1
311HB Wealth Management, LLC$999K1
312WCG Wealth Advisors LLC$989K1
313ADAMSBROWN WEALTH CONSULTANTS LLC$982K1
314OneDigital Investment Advisors LLC$980K1
315CONTRAVISORY INVESTMENT MANAGEMENT, INC.$969K1
316BOOTHBAY FUND MANAGEMENT, LLC$927K1
317Bleakley Financial Group, LLC$920K1
318Maryland State Retirement & Pension System$916K1
319Atlantic Union Bankshares Corp$912K1
320Atria Investments, Inc$909K1
321EXCHANGE TRADED CONCEPTS, LLC$905K1
322Vinva Investment Management Ltd$896K1
323Pallas Capital Advisors LLC$876K1
324CHOREO, LLC$875K1
325Merit Financial Group, LLC$861K1
326Moors & Cabot, Inc.$857K1
327NFSG Corp$840K1
328FAS Wealth Partners, Inc.$838K1
329AE Wealth Management LLC$837K1
330EVOLVE PRIVATE WEALTH, LLC$832K1
331ROCKLAND TRUST CO$828K1
332Aware Super Pty Ltd as trustee of Aware Super$822K1
333Norinchukin Bank, The$821K1
334Aster Capital Management (DIFC) Ltd$811K1
335Pinnacle Financial Partners, Inc.$807K1
336Vise Technologies, Inc.$806K1
337Atom Investors LP$800K1
338Ground Swell Capital, LLC$798K1
339CoreFirst Bank & Trust$794K1
340Empowered Funds, LLC$788K1
341EVERGREEN CAPITAL MANAGEMENT LLC$781K1
342Huber Capital Management LLC$778K1
343Northwest & Ethical Investments L.P.$776K1
344MUFG Securities EMEA plc$774K1
345PRINCIPAL SECURITIES, INC.$765K1
346LAZARD ASSET MANAGEMENT LLC$763K1
347GATEWAY INVESTMENT ADVISERS LLC$762K1
348FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$755K1
349S&A Financial Services, Inc.$749K1
350Crossmark Global Holdings, Inc.$739K1
351SBI Okasan Asset Management Co.Ltd.$734K1
352CAXTON ASSOCIATES LLP$733K1
353MOODY NATIONAL BANK TRUST DIVISION$731K1
354Federation des caisses Desjardins du Quebec$729K1
355Modern Wealth Management, LLC$719K1
356BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$717K1
357TOKIO MARINE ASSET MANAGEMENT CO LTD$717K1
358MGO ONE SEVEN LLC$713K1
359Heartland Bank & Trust Co$712K1
360Sterling Capital Management LLC$701K1
361Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$700K1
362VIRTUS ADVISERS, LLC$698K1
363Saudi Central Bank$696K1
364Compound Planning, Inc.$695K1
365SIGNATUREFD, LLC$693K1
366Frec Markets, Inc.$691K1
367POTOMAC FUND MANAGEMENT INC /ADV$685K1
368KESTRA PRIVATE WEALTH SERVICES, LLC$678K1
369Forvis Mazars Wealth Advisors, LLC$672K1
370Banco Santander, S.A.$664K1
371World Investment Advisors$654K1
372EP Wealth Advisors, LLC$647K1
373Callan Family Office, LLC$645K1
374Wealthcare Advisory Partners LLC$644K1
375PROFUND ADVISORS LLC$643K1
376Empirical Finance, LLC$640K1
377COLDSTREAM CAPITAL MANAGEMENT INC$632K1
378Intrua Financial, LLC$631K1
379Inscription Capital, LLC$621K1
380ALTFEST L J & CO INC$615K1
381NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$603K1
382Novak & Powell Financial Services, Inc.$587K1
383TI-TRUST, INC$585K1
384AXQ CAPITAL, LP$581K1
385Trexquant Investment LP$581K1
386BENJAMIN EDWARDS INC$575K1
387JMN Financial LLC$569K1
388North Dakota State Investment Board$551K1
389Sagewood Asset Management LP$548K1
390B. Riley Wealth Advisors, Inc.$547K1
391Krilogy Financial LLC$536K1
392Kingsview Wealth Management, LLC$535K1
393Metis Global Partners, LLC$534K1
394BLAIR WILLIAM & CO/IL$529K1
395Savant Capital, LLC$522K1
396MUFG SECURITIES AMERICAS INC.$522K1
397Laird Norton Wetherby Trust Company, LLC$512K1
398SECURIAN ASSET MANAGEMENT, INC$508K1
399PRELUDE CAPITAL MANAGEMENT, LLC$504K1
400GENTRY PRIVATE WEALTH, LLC$500K1
401PFG Investments, LLC$498K1
402Waterfront Wealth Inc.$497K1
403JONES FINANCIAL COMPANIES LLLP$493K1
404Storgate, LLC$481K1
405Uncommon Cents Investing LLC$476K1
406Advyzon Investment Management, LLC$474K1
407GTS SECURITIES LLC$472K1
408Baker Avenue Asset Management, LP$465K1
409Waverly Advisors, LLC$459K1
410AlphaStar Capital Management, LLC$454K1
411Arax Advisory Partners$454K1
412nVerses Capital, LLC$452K1
413Brooklyn Investment Group$451K1
414SCHULHOFF & CO INC$451K1
415NAPLES GLOBAL ADVISORS, LLC$450K1
416JOHNSON INVESTMENT COUNSEL INC$446K1
417Apollon Financial, LLC$443K1
418AlphaCore Capital LLC$442K1
419VISTA INVESTMENT PARTNERS LLC$439K1
420Balboa Wealth Partners$437K1
421ANCHYRA PARTNERS LLC$437K1
422TOCQUEVILLE ASSET MANAGEMENT L.P.$426K1
423Composition Wealth, LLC$425K1
424PANAGORA ASSET MANAGEMENT INC$425K1
425Mattern Wealth Management LLC$424K1
426Aaron Wealth Advisors LLC$421K1
427INTRUST BANK NA$420K1
428Lighthouse Investment Partners, LLC$418K1
429RITHOLTZ WEALTH MANAGEMENT$417K1
430Equitable Holdings, Inc.$417K1
431Wedmont Private Capital$416K1
432LexAurum Advisors, LLC$408K1
433Blackhawk Capital Partners, LLC$402K1
434Leo Wealth, LLC$401K1
435Keating Financial Advisory Services, Inc.$401K1
436Meiji Yasuda Asset Management Co Ltd.$399K1
437Garner Asset Management Corp$398K1
438EVOKE WEALTH, LLC$396K1
439Kentucky Trust Co$389K1
440GREENLEAF TRUST$389K1
441CENTRAL TRUST Co$388K1
442Aptus Capital Advisors, LLC$385K1
443Simplicity Wealth,LLC$385K1
444D.A. DAVIDSON & CO.$377K1
445Walker Asset Management, LLC$377K1
446CGN Advisors LLC$376K1
447Integris Wealth Management, LLC$374K1
448Independent Advisor Alliance$371K1
449Ballentine Partners, LLC$366K1
450CURA WEALTH ADVISORS, LLC$365K1
451Triad Wealth Partners, LLC$364K1
452Capula Management Ltd$362K1
453Snowden Capital Advisors LLC$362K1
454Providence Financial Advisors, LLC$354K1
455MATHER GROUP, LLC.$353K1
456Sound Stewardship, LLC$347K1
457EASTERN BANK$347K1
458SYM FINANCIAL Corp$347K1
459Kingdom Financial Group LLC.$343K1
460Cresset Asset Management, LLC$339K1
461Ascentis Independent Advisors$337K1
462Probity Advisors, Inc.$337K1
463ONTARIO TEACHERS PENSION PLAN BOARD$337K1
464Apollon Wealth Management, LLC$337K1
465AVIVA PLC$331K1
466Black Diamond Financial, LLC$331K1
467KCM INVESTMENT ADVISORS LLC$328K1
468Kera Capital Partners, Inc.$324K1
469Beacon Pointe Advisors, LLC$323K1
470KAVAR CAPITAL PARTNERS GROUP, LLC$321K1
471Legacy Financial Strategies, LLC$319K1
472Summit Financial, LLC$318K1
473Sowell Financial Services LLC$316K1
474Bank & Trust Co$312K1
475Texas Capital Bank Wealth Management Services Inc$310K1
476Cornerstone Wealth Management, LLC$310K1
477First National Advisers, LLC$309K1
478CWA Asset Management Group, LLC$308K1
479Texas Yale Capital Corp.$307K1
480SMITH CHAS P & ASSOCIATES PA CPAS$306K1
481Kimelman & Baird, LLC$306K1
482Gradient Investments LLC$298K1
483Tradewinds, LLC.$298K1
484OneAscent Financial Services LLC$296K1
485Bull Harbor Capital LLC$290K1
486Advisory Alpha, LLC$290K1
487TEMA ETFS LLC$287K1
488JOURNEY STRATEGIC WEALTH LLC$287K1
489Avantra Family Wealth, Inc.$284K1
490Steward Partners Investment Advisory, LLC$283K1
491TEACHER RETIREMENT SYSTEM OF TEXAS$282K1
492Capital Investment Management, Inc.$281K1
493Ashton Thomas Private Wealth, LLC$280K1
494Pinion Investment Advisors, LLC$279K1
495UPTICK PARTNERS, LLC$278K1
496SAGESPRING WEALTH PARTNERS, LLC$275K1
497Stirlingshire Investments, Inc.$271K1
498Glenview Trust Co$270K1
499Checchi Capital Advisers, LLC$269K1
500Fisher Asset Management, LLC$263K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EVRG

RETAINED WINDOW · ACTIVE HITS

Zero hits on EVRG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EVRG · financials and macro

Financials — as filed PLANNED

EVRG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EVRG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing