Essential Utilities, Inc. (WTRG) — Institutional Holders, Q2 2026 (page 7)
704 institutional investment managers reported a WTRG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WTRG 13F holders ranked 601–700 of 704
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Robbins Farley#601 · 375 sh | 375 | $14.4K | — | 0.0% |
| 602 | Bank of New Hampshire#602 · 375 sh | 375 | $14.4K | — | 0.0% |
| 603 | Concord Wealth Partners#603 · 371 sh | 371 | $14.2K | <0.01% | New |
| 604 | OF TOLEDO NA#604 · 350 sh | 350 | $13.4K | — | 0.0% |
| 605 | Darwin Wealth Management#605 · 339 sh | 339 | $13.0K | <0.01% | -29.4% |
| 606 | Smallwood Wealth Investment Management#606 · 334 sh | 334 | $12.8K | <0.01% | 0.0% |
| 607 | Hilltop National Bank#607 · 325 sh | 325 | $12.5K | — | 0.0% |
| 608 | Westfuller Advisors#608 · 310 sh | 310 | $11.9K | <0.01% | +1.0% |
| 609 | Rossby Financial, LCC#609 · 302 sh | 302 | $11.6K | <0.01% | +35.4% |
| 610 | James T. Borello RIA#610 · 300 sh | 300 | $11.5K | — | -16.2% |
| 611 | AMERICAN NATIONAL BANK#611 · 293 sh | 293 | $11.2K | — | 0.0% |
| 612 | Pinnacle Wealth Planning Services#612 · 290 sh | 290 | $11.1K | <0.01% | +13.7% |
| 613 | Guinness Atkinson Asset Management#613 · 276 sh | 276 | $10.6K | <0.01% | 0.0% |
| 614 | CHILTON CAPITAL MANAGEMENT#614 · 257 sh | 257 | $9.8K | <0.01% | New |
| 615 | FARMERS & MERCHANTS INVESTMENTS#615 · 250 sh | 250 | $9.6K | — | 0.0% |
| 616 | PEOPLES FINANCIAL SERVICES#616 · 250 sh | 250 | $9.6K | — | 0.0% |
| 617 | TIAA Wealth Investment Management#617 · 242 sh | 242 | $9.3K | <0.01% | -77.0% |
| 618 | Banque Cantonale Vaudoise#618 · 234 sh | 234 | $9.0K | <0.01% | -13.0% |
| 619 | Private Wealth Management Group#619 · 232 sh | 232 | $8.9K | — | 0.0% |
| 620 | SBI Securities , Ltd.#620 · 227 sh | 227 | $8.7K | — | -26.1% |
| 621 | Leonteq Securities AG#621 · 214 sh | 214 | $8.2K | <0.01% | -58.9% |
| 622 | Wealth Enhancement Services#622 · 210 sh | 210 | $8.0K | — | New |
| 623 | Covestor Ltd#623 · 202 sh | 202 | $8.0K | <0.01% | +3.1% |
| 624 | TrueNorth#624 · 206 sh | 206 | $7.9K | <0.01% | New |
| 625 | CVA Family Office#625 · 205 sh | 205 | $7.9K | <0.01% | -19.6% |
| 626 | Archer Investment#626 · 193 sh | 193 | $7.4K | <0.01% | +1.0% |
| 627 | GODSEY & GIBB#627 · 188 sh | 188 | $7.2K | — | 0.0% |
| 628 | Keating Financial Advisory Services#628 · 183 sh | 183 | $7.0K | <0.01% | 0.0% |
| 629 | Cedar Mountain Advisors#629 · 174 sh | 174 | $6.7K | — | +0.6% |
| 630 | Cape Investment Advisory#630 · 174 sh | 174 | $6.6K | — | New |
| 631 | Fortitude Family Office#631 · 173 sh | 173 | $6.6K | — | -47.6% |
| 632 | ACTION POINT FINANCIAL PLANNING#632 · 173 sh | 173 | $6.5K | <0.01% | New |
| 633 | Owl Creek Wealth Partners#633 · 160 sh | 160 | $6.1K | — | -55.6% |
| 634 | New England Capital Financial Advisors#634 · 157 sh | 157 | $6.0K | <0.01% | 0.0% |
| 635 | MATHER GROUP#635 · 141 sh | 141 | $5.4K | — | New |
| 636 | COUNTRY BANK#636 · 140 sh | 140 | $5.4K | <0.01% | New |
| 637 | Copia Wealth Management#637 · 138 sh | 138 | $5.3K | <0.01% | 0.0% |
| 638 | JPL Wealth Management#638 · 120 sh | 120 | $4.6K | <0.01% | -17.2% |
| 639 | CALDWELL SUTTER CAPITAL#639 · 115 sh | 115 | $4.4K | <0.01% | +35.3% |
| 640 | Retirement Wealth Solutions#640 · 110 sh | 110 | $4.2K | — | -14.7% |
| 641 | SJS Investment Consulting#641 · 101 sh | 101 | $3.9K | — | +197.1% |
| 642 | SHP Wealth Management#642 · 100 sh | 100 | $3.8K | <0.01% | New |
| 643 | WealthCollab#643 · 92 sh | 92 | $3.5K | <0.01% | 0.0% |
| 644 | Center for Financial Planning#644 · 91 sh | 91 | $3.5K | — | -54.5% |
| 645 | MANNING & NAPIER ADVISORS#645 · 86 sh | 86 | $3.3K | 0.00% | New |
| 646 | Sachetta#646 · 86 sh | 86 | $3.3K | <0.01% | +50.9% |
| 647 | Tradewinds Capital Management#647 · 80 sh | 80 | $3.0K | — | +1.3% |
| 648 | Cromwell#648 · 78 sh | 78 | $3.0K | <0.01% | +44.4% |
| 649 | Continuum Advisory#649 · 69 sh | 69 | $2.6K | <0.01% | -99.2% |
| 650 | SWAN Capital#650 · 69 sh | 69 | $2.6K | <0.01% | 0.0% |
| 651 | Bogart Wealth#651 · 64 sh | 64 | $2.5K | <0.01% | +128.6% |
| 652 | IFG Advisory#652 · 63 sh | 63 | $2.4K | <0.01% | New |
| 653 | SOA Wealth Advisors#653 · 54 sh | 54 | $2.1K | <0.01% | -66.0% |
| 654 | Bare Financial Services#654 · 53 sh | 53 | $2.0K | <0.01% | 0.0% |
| 655 | Avion Wealth#655 · 67 sh | 67 | $2.0K | <0.01% | New |
| 656 | Rialto Wealth Management#656 · 52 sh | 52 | $2.0K | <0.01% | +136.4% |
| 657 | Bruce G. Allen Investments#657 · 50 sh | 50 | $1.9K | <0.01% | -35.9% |
| 658 | Comprehensive Financial Planning#658 · 50 sh | 50 | $1.9K | <0.01% | 0.0% |
| 659 | Synergy Investment Management#659 · 50 sh | 50 | $1.9K | <0.01% | 0.0% |
| 660 | Creative Capital Management Investments#660 · 48 sh | 48 | $1.8K | <0.01% | New |
| 661 | Bell Investment Advisors#661 · 44 sh | 44 | $1.7K | <0.01% | 0.0% |
| 662 | Bay Harbor Wealth Management#662 · 42 sh | 42 | $1.6K | <0.01% | +61.5% |
| 663 | Oakmont Advisory Group#663 · 41 sh | 41 | $1.6K | <0.01% | New |
| 664 | Osbon Capital Management#664 · 37 sh | 37 | $1.4K | <0.01% | 0.0% |
| 665 | DiNuzzo Private Wealth#665 · 34 sh | 34 | $1.3K | — | 0.0% |
| 666 | Signature Equity Partners#666 · 34 sh | 34 | $1.3K | <0.01% | 0.0% |
| 667 | RAFFA WEALTH MANAGEMENT#667 · 33 sh | 33 | $1.3K | <0.01% | -2.9% |
| 668 | Sankala Group#668 · 28 sh | 28 | $1.1K | <0.01% | 0.0% |
| 669 | MV CAPITAL MANAGEMENT#669 · 27 sh | 27 | $1.0K | <0.01% | +28.6% |
| 670 | Transamerica Financial Advisors#670 · 27 sh | 27 | $1.0K | <0.01% | +35.0% |
| 671 | OGOREK ANTHONY JOSEPH /NY#671 · 33 sh | 33 | $1.0K | <0.01% | 0.0% |
| 672 | VANGUARD ADVISERS#672 · 23 sh | 23 | $881.00 | 0.00% | New |
| 673 | Highland Investment Advisors#673 · 23 sh | 23 | $880.00 | <0.01% | — |
| 674 | HFM Investment Advisors#674 · 22 sh | 22 | $843.00 | <0.01% | +83.3% |
| 675 | Spire Wealth Management#675 · 20 sh | 20 | $766.00 | 0.00% | 0.0% |
| 676 | S&T BANK#676 · 17 sh | 17 | $651.00 | <0.01% | New |
| 677 | Buck Wealth Strategies#677 · 17 sh | 17 | $651.00 | <0.01% | New |
| 678 | Prestige Wealth Management Group#678 · 15 sh | 15 | $575.00 | <0.01% | +150.0% |
| 679 | SITTNER & NELSON#679 · 14 sh | 14 | $537.00 | <0.01% | New |
| 680 | LRI Investments#680 · 14 sh | 14 | $536.00 | 0.00% | -94.2% |
| 681 | Principia Wealth Advisory#681 · 14 sh | 14 | $536.00 | <0.01% | -50.0% |
| 682 | Millstone Evans Group#682 · 14 sh | 14 | $536.00 | <0.01% | 0.0% |
| 683 | Godfrey Financial Associates#683 · 13 sh | 13 | $498.00 | <0.01% | 0.0% |
| 684 | Cornerstone Financial Management#684 · 13 sh | 13 | $498.00 | <0.01% | New |
| 685 | Stone House Investment Management#685 · 12 sh | 12 | $460.00 | — | 0.0% |
| 686 | Planning Strategies#686 · 12 sh | 12 | $460.00 | — | — |
| 687 | Financial Gravity Companies, (FGCO)#687 · 10 sh | 10 | $383.00 | <0.01% | — |
| 688 | Dunhill Financial#688 · 6 sh | 6 | $245.00 | <0.01% | 0.0% |
| 689 | Hughes Financial Services#689 · 5 sh | 5 | $192.00 | 0.00% | +66.7% |
| 690 | DecisionPoint Financial#690 · 5 sh | 5 | $191.00 | 0.00% | New |
| 691 | American Capital Advisory#691 · 4 sh | 4 | $154.00 | <0.01% | -50.0% |
| 692 | North Star Investment Management#692 · 4 sh | 4 | $153.00 | 0.00% | 0.0% |
| 693 | BARTLETT & WEALTH MANAGEMENT#693 · 4 sh | 4 | $153.00 | 0.00% | -90.5% |
| 694 | Rakuten Securities#694 · 3 sh | 3 | $115.00 | 0.00% | -78.6% |
| 695 | Plante Moran Financial Advisors#695 · 2 sh | 2 | $77.00 | 0.00% | New |
| 696 | MARYLAND CAPITAL ADVISORS#696 · 2 sh | 2 | $77.00 | — | — |
| 697 | Seneschal Advisors#697 · 2 sh | 2 | $77.00 | <0.01% | 0.0% |
| 698 | 3 FACTOR INDEXING#698 · 2 sh | 2 | $77.00 | — | 0.0% |
| 699 | Raleigh Capital Management#699 · 1 sh | 1 | $38.00 | 0.00% | 0.0% |
| 700 | MEEDER ASSET MANAGEMENT#700 · 1 sh | 1 | $38.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.