Public record / Tickers / WTRG

WTRG — Essential Utilities, Inc.

Both disclosure regimes on one name: who in Congress filed about WTRG, 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
9
all PTR rows naming WTRG
Members · 12m
1
2 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every WTRG row by the provable lower bound, never a point estimate.

1 member · 2 buys / 2 sells

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

2 rows filed past 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

5 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. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WTRG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WTRG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-05-16Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$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 9 ↗

Members active in WTRG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WTRG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-94−$28.0K to $28.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WTRG

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
1 Gotham Asset Management $36.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Essential Utilities Inc - US

Merged timeline of congressional filings and notable-manager moves on WTRG
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fnew+1,385,895 sh
2026-05-15Bridgewater Associates 13Fadd+2,064 sh
2026-05-15Gotham Asset Management 13Ftrim−28,940 sh

3 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 WTRG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$664M1
3VANGUARD CAPITAL MANAGEMENT LLC$510M1
4STATE STREET CORP$501M1
5NORDEA INVESTMENT MANAGEMENT AB$302M1
6Amundi$183M1
7Invesco Ltd.$172M1
8MILLENNIUM MANAGEMENT LLC$164M1
9Pictet Asset Management Holding SA$145M1
10Legal & General Group Plc$137M1
11Qube Research & Technologies Ltd$132M1
12MORGAN STANLEY$130M1
13NORTHERN TRUST CORP$129M1
14AQR Arbitrage LLC$126M1
15BALYASNY ASSET MANAGEMENT L.P.$124M1
16DIMENSIONAL FUND ADVISORS LP$116M1
17NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$94.8M1
18JANE STREET GROUP, LLC$93.0M1
19DUFF & PHELPS INVESTMENT MANAGEMENT CO$88.1M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$80.0M1
21FIL Ltd$78.6M1
22FIRST TRUST ADVISORS LP$77.0M1
23Empower Advisory Group, LLC$72.8M1
24VANGUARD FIDUCIARY TRUST CO$70.9M1
25Assenagon Asset Management S.A.$70.3M1
26SUSQUEHANNA INTERNATIONAL GROUP, LLP$59.9M1
27BANK OF AMERICA CORP /DE/$59.3M1
28TUDOR INVESTMENT CORP ET AL$55.8M1
29FRANKLIN RESOURCES INC$55.0M1
30Ensign Peak Advisors, Inc$54.2M1
31ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$51.6M1
32Magnetar Financial LLC$48.5M1
33Epoch Investment Partners, Inc.$47.9M1
34AQR CAPITAL MANAGEMENT LLC$46.6M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$43.7M1
36UBS Group AG$43.4M1
37Gotham Asset Management, LLC$36.8M1
38CITIGROUP INC$35.4M1
39ALLIANCEBERNSTEIN L.P.$34.8M1
40Nuveen, LLC$34.4M1
41Grantham, Mayo, Van Otterloo & Co. LLC$30.2M1
42FMR LLC$29.2M1
43Allianz Asset Management GmbH$28.3M1
44Squarepoint Ops LLC$27.8M1
45ProShare Advisors LLC$27.6M1
46PRINCIPAL FINANCIAL GROUP INC$25.4M1
47WELLS FARGO & COMPANY/MN$24.8M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.5M1
49ADAGE CAPITAL PARTNERS GP, L.L.C.$22.9M1
50Swiss National Bank$22.6M1
51D. E. Shaw & Co., Inc.$22.5M1
52CAPITOLIS LIQUID GLOBAL MARKETS LLC$22.2M1
53LMR Partners LLP$21.8M1
54WELLINGTON MANAGEMENT GROUP LLP$20.6M1
55COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$20.3M1
56Energy Income Partners, LLC$20.1M1
57ROYAL BANK OF CANADA$16.9M1
58FLPUTNAM INVESTMENT MANAGEMENT CO$16.5M1
59JOHN G ULLMAN & ASSOCIATES INC$16.3M1
60Eurizon Capital SGR S.p.A.$15.0M1
61Kintayl Capital LP$14.5M1
62Retirement Systems of Alabama$14.0M1
63LPL Financial LLC$13.7M1
64RAYMOND JAMES FINANCIAL INC$12.4M1
65Magellan Asset Management Ltd$11.9M1
66Susquehanna Portfolio Strategies, LLC$11.8M1
67MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.1M1
68Maryland State Retirement & Pension System$10.8M1
69STIFEL FINANCIAL CORP$10.4M1
70DEUTSCHE BANK AG\$10.3M1
71VANGUARD ASSET MANAGEMENT, Ltd$10.2M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.2M1
73Cetera Investment Advisers$10.0M1
74BARCLAYS PLC$9.5M1
75CANADA PENSION PLAN INVESTMENT BOARD$9.2M1
76Meiji Yasuda Asset Management Co Ltd.$9.0M1
77NOMURA ASSET MANAGEMENT CO LTD$8.8M1
78BTG Pactual Asset Management US LLC$8.8M1
79COMMONWEALTH EQUITY SERVICES, LLC$8.7M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$8.7M1
81Vanguard Investments Australia, Ltd.$8.5M1
82XTX Topco Ltd$8.5M1
83Creative Planning$8.1M1
84NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.1M1
85NUANCE INVESTMENTS, LLC$7.8M1
86STOREBRAND ASSET MANAGEMENT AS$7.7M1
87Allworth Financial LP$7.3M1
88BNP Paribas Asset Management Holding S.A.$7.3M1
89FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.3M1
90Trexquant Investment LP$7.3M1
91Quantinno Capital Management LP$7.2M1
92NewSquare Capital LLC$6.6M1
93JONES FINANCIAL COMPANIES LLLP$6.5M1
94Candriam S.C.A.$6.3M1
95STATE OF WISCONSIN INVESTMENT BOARD$6.2M1
96Woodline Partners LP$6.1M1
97GUGGENHEIM CAPITAL LLC$6.0M1
98AMERICAN CENTURY COMPANIES INC$5.8M1
99Wills Financial Group LLC$5.8M1
100MACQUARIE GROUP LTD$5.7M1
101BANK OF MONTREAL /CAN/$5.5M1
102Aberdeen Group plc$5.4M1
103Jefferies Financial Group Inc.$5.4M1
104Hamilton Point Investment Advisors, LLC$5.3M1
105MUFG Securities EMEA plc$5.3M1
106TD ASSET MANAGEMENT INC$5.3M1
107TOTH FINANCIAL ADVISORY CORP$5.2M1
108SEI INVESTMENTS CO$5.2M1
109Baird Financial Group, Inc.$5.2M1
110Janus Henderson Group Ltd.$5.0M1
111ALPS ADVISORS INC$4.9M1
112Vanguard Global Advisers, LLC$4.7M1
113HM PAYSON & CO$4.6M1
114Y-Intercept (Hong Kong) Ltd$4.6M1
115DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.6M1
116FIRST MANHATTAN CO. LLC.$4.5M1
117APG Asset Management N.V.$4.4M1
118MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.4M1
119NFJ INVESTMENT GROUP, LLC$4.3M1
120GATEWAY INVESTMENT ADVISERS LLC$4.2M1
121ABN AMRO INVESTMENT SOLUTIONS$4.1M1
122HighTower Advisors, LLC$4.0M1
123Vontobel Holding Ltd.$3.9M1
124Federation des caisses Desjardins du Quebec$3.8M1
125BROWN ADVISORY INC$3.8M1
126GLENMEDE TRUST CO NA$3.6M1
127WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
128VOYA INVESTMENT MANAGEMENT LLC$3.6M1
129Wilmington Savings Fund Society, FSB$3.4M1
130YOUSIF CAPITAL MANAGEMENT, LLC$3.4M1
131CAMBIAR INVESTORS LLC$3.4M1
132Texas Yale Capital Corp.$3.4M1
133Intesa Sanpaolo S.p.A.$3.3M1
134Trilogy Capital Inc.$3.3M1
135Synergy Asset Management, LLC$3.3M1
136Tredje AP-fonden$3.3M1
137ASR Vermogensbeheer N.V.$3.2M1
138FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.2M1
139State of New Jersey Common Pension Fund D$3.2M1
140Arizona State Retirement System$3.1M1
141OCCUDO QUANTITATIVE STRATEGIES LP$3.1M1
142Verition Fund Management LLC$3.1M1
143Bridgewater Associates, LP$3.0M1
144Point72 Asset Management, L.P.$3.0M1
145NATIXIS$3.0M1
146Inspire Advisors, LLC$3.0M1
147Mariner, LLC$2.9M1
148Jacobi Capital Management LLC$2.9M1
149ENVESTNET ASSET MANAGEMENT INC$2.9M1
150Cerity Partners LLC$2.9M1
151Aurora Investment Counsel$2.8M1
152Zurcher Kantonalbank (Zurich Cantonalbank)$2.8M1
153FIFTH THIRD BANCORP$2.8M1
154Ameritas Investment Partners, Inc.$2.8M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
156Engineers Gate Manager LP$2.7M1
157Covea Finance$2.6M1
158MERCER GLOBAL ADVISORS INC /ADV$2.6M1
159NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.6M1
160Econ Financial Services Corp$2.6M1
161ARCADIA INVESTMENT MANAGEMENT CORP/MI$2.5M1
162HUSSMAN STRATEGIC ADVISORS, INC.$2.5M1
163Waverly Advisors, LLC$2.3M1
164OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
165Secure Asset Management, LLC$2.1M1
166Private Advisor Group, LLC$2.1M1
167BANK OF NOVA SCOTIA$2.0M1
168CWM, LLC$2.0M1
169Bridgewater Advisors Inc.$2.0M1
170Advisors Asset Management, Inc.$2.0M1
171CenterBook Partners LP$1.9M1
172HEARTLAND ADVISORS INC$1.8M1
173OSAIC HOLDINGS, INC.$1.8M1
174VICTORY CAPITAL MANAGEMENT INC$1.8M1
175Utah Retirement Systems$1.8M1
176Generali Asset Management SPA SGR$1.8M1
177MANGROVE PARTNERS IM, LLC$1.7M1
178SHELTON CAPITAL MANAGEMENT$1.7M1
179Tidal Investments LLC$1.7M1
180Weaver C. Barksdale & Associates, Inc.$1.7M1
181Corient Private Wealth LLC$1.7M1
182Vanguard Personalized Indexing Management, LLC$1.7M1
183BLB&B Advisors, LLC$1.7M1
184M&T BANK CORP$1.6M1
185Focus Partners Wealth$1.6M1
186Radnor Capital Management, LLC$1.6M1
187Sequoia Financial Advisors, LLC$1.6M1
188CITADEL ADVISORS LLC$1.6M1
189PRELUDE CAPITAL MANAGEMENT, LLC$1.5M1
190Olympiad Research LP$1.5M1
191Kestra Advisory Services, LLC$1.5M1
192Clear Harbor Asset Management, LLC$1.5M1
193Pathstone Holdings, LLC$1.5M1
194NewEdge Advisors, LLC$1.5M1
195TEACHER RETIREMENT SYSTEM OF TEXAS$1.5M1
196J.W. COLE ADVISORS, INC.$1.4M1
197O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
198Steward Partners Investment Advisory, LLC$1.4M1
199CHRISTINE MESSMER PC$1.4M1
200Atria Investments, Inc$1.4M1
201XPONANCE LLC$1.4M1
202Investors Research Corp$1.4M1
203AGP FRANKLIN, LLC$1.4M1
204MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.3M1
205Pathway Financial Advisers, LLC$1.3M1
206Moors & Cabot, Inc.$1.2M1
207Addison Capital Co$1.2M1
208Vise Technologies, Inc.$1.2M1
209CIBC Bancorp USA Inc.$1.1M1
210Lee Financial Co$1.1M1
211Pine Valley Investments Ltd Liability Co$1.1M1
212apricus wealth, LLC$1.1M1
213Perigon Wealth Management, LLC$1.0M1
214PW Nova Financial Services LLC$1.0M1
215Swiss Life Asset Management Ltd$1.0M1
216Key FInancial Inc$1.0M1
217Polar Asset Management Partners Inc.$1.0M1
218Rodgers Brothers Inc.$999K1
219Schonfeld Strategic Advisors LLC$990K1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$988K1
221Wealthcare Advisory Partners LLC$977K1
222Hamrick Investment Counsel, llc$963K1
223EXCHANGE TRADED CONCEPTS, LLC$961K1
224Kingdom Financial Group LLC.$932K1
225QRG CAPITAL MANAGEMENT, INC.$921K1
226Aspire Private Capital, LLC$853K1
227SECURIAN ASSET MANAGEMENT, INC$840K1
228Inspire Investing, LLC$832K1
229BLAIR WILLIAM & CO/IL$825K1
230AIGEN INVESTMENT MANAGEMENT, LP$815K1
231IFM Investors Pty Ltd$807K1
232Summit Financial, LLC$806K1
233FIDUCIARY TRUST CO$801K1
234Haverford Trust Co$786K1
235QUADRANT CAPITAL GROUP LLC$784K1
236Virtue Capital Management, LLC$783K1
237FEDERATED HERMES, INC.$780K1
238Aristotle Capital Boston, LLC$774K1
239Penobscot Investment Management Company, Inc.$764K1
240Costello Asset Management, INC$764K1
241Summit Trail Advisors, LLC$757K1
242Lido Advisors, LLC$751K1
243Brooklyn Investment Group$748K1
244Crossmark Global Holdings, Inc.$734K1
245HB Wealth Management, LLC$733K1
246Kiker Wealth Management, LLC$723K1
247NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$720K1
248Belpointe Asset Management LLC$699K1
249HSBC HOLDINGS PLC$691K1
250PRUDENTIAL FINANCIAL INC$683K1
251Greenland Capital Management LP$669K1
252Wealthspire Advisors, LLC$664K1
253Loudon Investment Management, LLC$623K1
254CHESAPEAKE CAPITAL CORP /IL/$612K1
255Blossom Wealth Management$607K1
256Meeder Advisory Services, Inc.$605K1
257Brevan Howard Capital Management LP$597K1
258Siemens Fonds Invest GmbH$593K1
259Hennion & Walsh Asset Management, Inc.$592K1
260First Pacific Financial$592K1
261Holocene Advisors, LP$585K1
262Equitable Holdings, Inc.$585K1
263TRUIST FINANCIAL CORP$583K1
264Resurgent Financial Advisors LLC$580K1
265D.A. DAVIDSON & CO.$577K1
266Kathmere Capital Management, LLC$576K1
267US BANCORP \DE\$571K1
268Rockefeller Capital Management L.P.$569K1
269ALPINE WOODS CAPITAL INVESTORS, LLC$567K1
270Machina Capital S.A.S.$565K1
271Merit Financial Group, LLC$558K1
272Envestnet Portfolio Solutions, Inc.$549K1
273FIRST CITIZENS BANK & TRUST CO$545K1
274Red Door Wealth Management, LLC$545K1
275SCHRODER INVESTMENT MANAGEMENT GROUP$530K1
276Alan B Lancz & Associates, Inc.$515K1
277IEQ CAPITAL, LLC$502K1
278Versor Investments LP$500K1
279Pullen Investment Management, LLC$499K1
280Compass Ion Advisors, LLC$494K1
281Korea Investment CORP$488K1
282Tower Research Capital LLC (TRC)$486K1
283MITCHELL SINKLER & STARR/PA$480K1
284ELCO Management Co., LLC$473K1
285NOMURA HOLDINGS INC$468K1
286WealthTrust Axiom LLC$460K1
287&PARTNERS$452K1
288Empowered Funds, LLC$451K1
289Compound Planning, Inc.$450K1
290EagleClaw Capital Managment, LLC$445K1
291HBK Sorce Advisory LLC$443K1
292Quaker Wealth Management, LLC$441K1
293Coastal Bridge Advisors, LLC$441K1
294Independent Advisor Alliance$438K1
295CIBC Asset Management Inc$438K1
296Bleakley Financial Group, LLC$435K1
297Bernardo Wealth Planning LLC$435K1
298Ridgewood Investments LLC$430K1
299Forvis Mazars Wealth Advisors, LLC$421K1
300Sanctuary Advisors, LLC$420K1
301SEEDS INVESTOR LLC$419K1
302GREAT VALLEY ADVISOR GROUP, INC.$412K1
303TD Waterhouse Canada Inc.$408K1
304Institute for Wealth Management, LLC.$402K1
305OMERS ADMINISTRATION Corp$390K1
306First Affirmative Financial Network$386K1
307CENTRAL TRUST Co$381K1
308Mendel Money Management$376K1
309FOUNDATIONS INVESTMENT ADVISORS, LLC$374K1
310KEYBANK NATIONAL ASSOCIATION/OH$369K1
311Modern Wealth Management, LLC$367K1
312Glen Eagle Advisors, LLC$367K1
313EP Wealth Advisors, LLC$363K1
314Continuum Advisory, LLC$351K1
315Pallas Capital Advisors LLC$350K1
316RIA Advisory Group LLC$346K1
317OPPENHEIMER & CO INC$342K1
318FSA WEALTH PARTNERS, INC.$337K1
319SIGNATUREFD, LLC$336K1
320Glenview Trust Co$334K1
321North Dakota State Investment Board$330K1
322COMMERCE BANK$330K1
323Apella Capital, LLC$327K1
324Town & Country Bank & Trust CO dba First Bankers Trust CO$321K1
325GSG Advisors LLC$314K1
326ARMSTRONG ADVISORY GROUP, INC$312K1
327CHOREO, LLC$309K1
328Flagship Capital Management Inc.$306K1
329Farringdon Capital, Ltd.$305K1
330TOMPKINS FINANCIAL CORP$305K1
331Birch Hill Investment Advisors LLC$301K1
332MAI Capital Management$301K1
333Cetera Trust Company, N.A$291K1
334Advisors Capital Management, LLC$290K1
335JOHNSON INVESTMENT COUNSEL INC$287K1
336RTD Financial Advisors, Inc.$286K1
337JOURNEY STRATEGIC WEALTH LLC$283K1
338Vident Advisory, LLC$280K1
339ASSETMARK, INC$279K1
340Providence Wealth Advisors, LLC$278K1
341MGO ONE SEVEN LLC$271K1
342KENNEDY INVESTMENT GROUP, INC.$270K1
343ROMANO BROTHERS AND COMPANY$267K1
344PTM WEALTH MANAGEMENT, LLC$266K1
345S Harris Financial Group, LLC$265K1
346CSS LLC/IL$262K1
347Ascent Group, LLC$259K1
348LaSalle St. Investment Advisors, LLC$252K1
349Sigma Planning Corp$252K1
350Fulcrum Capital LLC$252K1
351NICOLET BANKSHARES INC$252K1
352EVOLVE PRIVATE WEALTH, LLC$249K1
353Laird Norton Wetherby Trust Company, LLC$246K1
354MML INVESTORS SERVICES, LLC$245K1
355Intrua Financial, LLC$244K1
356Diversified Enterprises, LLC$236K1
357TRED AVON FAMILY WEALTH, LLC$234K1
358Centiva Capital, LP$233K1
359MONECO ADVISORS, LLC$232K1
360Sivia Capital Partners, LLC$227K1
361EVERGREEN CAPITAL MANAGEMENT LLC$224K1
362W.H. Cornerstone Investments Inc.$224K1
363COLDSTREAM CAPITAL MANAGEMENT INC$223K1
364Avior Wealth Management, LLC$223K1
365Chicago Partners Investment Group LLC$220K1
366Modera Wealth Management, LLC$218K1
367LOWE BROCKENBROUGH & CO INC$215K1
368Tower Wealth Partners, Inc.$214K1
369PINNACLE ASSOCIATES LTD$214K1
370BENJAMIN EDWARDS INC$214K1
371Krilogy Financial LLC$212K1
372Ledgewood Wealth Advisors, LLC$210K1
373UNIVEST FINANCIAL Corp$209K1
374SeaCrest Wealth Management, LLC$208K1
375PROFUND ADVISORS LLC$207K1
376Kingsview Wealth Management, LLC$206K1
377Midwest Trust Co$205K1
378UMB Bank, n.a.$204K1
379EASTERN BANK$204K1
380ExodusPoint Capital Management, LP$203K1
381BAR HARBOR WEALTH MANAGEMENT$202K1
382Procyon Advisors, LLC$201K1
383HUB Investment Partners, LLC$201K1
384Guinness Asset Management LTD$195K1
385Bank Julius Baer & Co. Ltd, Zurich$173K1
386TORONTO DOMINION BANK$167K1
387BFSG, LLC$153K1
388ENTRUST FINANCIAL LLC$127K1
389Manchester Capital Management LLC$125K1
390Daiwa Securities Group Inc.$109K1
391Crews Bank & Trust$99.6K1
392Axiom Investment Management LLC$98.1K1
393Tower View Wealth Management LLC$83.5K1
394Clearstead Trust, LLC$76.0K1
395Geneos Wealth Management Inc.$75.1K1
396Jackson, Grant Investment Advisers, Inc.$68.3K1
397Coastline Trust Co$68.2K1
398Smartleaf Asset Management LLC$66.8K1
399Asset Dedication, LLC$62.1K1
400Truvestments Capital LLC$57.4K1
401Arax Advisory Partners$50.2K1
402VEGA INVESTMENT SOLUTIONS$46.3K1
403Orion Capital Management LLC$45.3K1
404Byrne Asset Management LLC$44.3K1
405Citizens National Bank Trust Department$40.3K1
406Cassaday & Co Wealth Management LLC$40.0K1
407Clearstead Advisors, LLC$39.3K1
408MB, LEVIS & ASSOCIATES, LLC$38.3K1
409CHELSEA COUNSEL CO$36.2K1
410Virginia Estate & Retirement Planning Advisors Inc.$35.4K1
411Parkside Financial Bank & Trust$35.3K1
412Blue Trust, Inc.$35.2K1
413Mitsubishi UFJ Asset Management Co., Ltd.$35.2K1
414Ritter Daniher Financial Advisory LLC / DE$33.6K1
415NBT BANK, N.A.$32.2K1
416Addison Advisors LLC$31.0K1
417Atlantic Union Bankshares Corp$29.8K1
418Destiny Wealth Partners, LLC$27.8K1
419SouthState Bank Corp$27.6K1
420EVOLUTION WEALTH MANAGEMENT INC.$26.9K1
421Mirae Asset Global Investments Co., Ltd.$25.5K1
422ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$24.8K1
423Bangor Savings Bank$24.1K1
424DT Investment Partners, LLC$22.7K1
425HHM Wealth Advisors, LLC$22.6K1
426DELTA ASSET MANAGEMENT LLC/TN$22.6K1
427True Wealth Design, LLC$22.3K1
428Leonteq Securities AG$21.0K1
429PROSPERITY BANCSHARES INC$20.2K1
430BARRETT & COMPANY, INC.$20.1K1
431Physician Wealth Advisors, Inc.$20.1K1
432MCGUIRE CAPITAL ADVISORS INC$19.9K1
433Darwin Wealth Management, LLC$19.4K1
434Westside Investment Management, Inc.$18.7K1
435Larson Financial Group LLC$17.2K1
436Provenance Wealth Advisors, LLC$17.1K1
437CANADA LIFE ASSURANCE Co$16.2K1
438JFS WEALTH ADVISORS, LLC$15.9K1
439Robbins Farley$15.1K1
440DekaBank Deutsche Girozentrale$14.6K1
441Owl Creek Wealth Partners LLC$14.5K1
442Smallwood Wealth Investment Management, LLC$13.5K1
443Hilltop National Bank$13.1K1
444Westfuller Advisors, LLC$12.4K1
445NATIXIS ADVISORS, LLC$12.2K1
446Guinness Atkinson Asset Management Inc$11.1K1
447Banque Cantonale Vaudoise$11.0K1
448Global X Japan Co., Ltd.$10.7K1
449Pinnacle Wealth Planning Services, Inc.$10.3K1
450CVA Family Office, LLC$10.3K1
451Private Wealth Management Group, LLC$9.3K1
452Virtu Financial LLC$9.0K1
453Center for Financial Planning, Inc.$8.1K1
454Archer Investment Corp$7.7K1
455GODSEY & GIBB, INC$7.6K1
456Wall Street Financial Group, Inc.$7.4K1
457Keating Financial Advisory Services, Inc.$7.4K1
458Itau Unibanco Holding S.A.$6.9K1
459New England Capital Financial Advisors LLC$6.3K1
460South Dakota Investment Council$6.1K1
461JPL Wealth Management, LLC$5.8K1
462Retirement Wealth Solutions LLC$5.2K1
463Kilter Group LLC$4.9K1
464Treasurer of the State of North Carolina$4.8K1
465Salomon & Ludwin, LLC$4.6K1
466SIMPLEX TRADING, LLC$4.4K1
467WealthCollab, LLC$3.7K1
468CALDWELL SUTTER CAPITAL, INC.$3.4K1
469Tradewinds Capital Management, LLC$3.2K1
470SWAN Capital LLC$2.8K1
471THRIVENT FINANCIAL FOR LUTHERANS$2.6K1
472Fairman Group, LLC$2.6K1
473Sachetta, LLC$2.3K1
474Cromwell Holdings LLC$2.2K1
475Intentional Wealth Strategies, LLC$2.0K1
476Comprehensive Financial Planning, Inc./PA$2.0K1
477Ilmarinen Mutual Pension Insurance Co$1.8K1
478Bell Investment Advisors, Inc$1.8K1
479GSA CAPITAL PARTNERS LLP$1.7K1
480BARTLETT & CO. WEALTH MANAGEMENT LLC$1.6K1
481Ankerstar Wealth, LLC$1.5K1
482SJS Investment Consulting Inc.$1.4K1
483DiNuzzo Private Wealth, Inc.$1.4K1
484Signature Equity Partners, LLC$1.4K1
485State of Alaska, Department of Revenue$1.1K1
486Rialto Wealth Management, LLC$8861
487MV CAPITAL MANAGEMENT, INC.$8461
488Transamerica Financial Advisors, LLC$8051
489Spire Wealth Management$8051
490Vermillion Wealth Management, Inc.$7651
491Smithfield Trust Co$6961
492INGALLS & SNYDER LLC$5721
493Rakuten Securities, Inc.$5641
494Millstone Evans Group, LLC$5641
495FINANCIAL CONSULATE, INC$5241
496Godfrey Financial Associates, Inc.$5241
497Stone House Investment Management, LLC$4831
498Caitong International Asset Management Co., Ltd$4831
499HFM Investment Advisors, LLC$4831
500CHASE INVESTMENT COUNSEL CORP$4231
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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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 WTRG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for WTRG · financials and macro

Financials — as filed PLANNED

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