Funds holding Essential Utilities Inc
361 funds declare a position · 108 ETFs and 253 other funds · 3.2B $· 11.6M €· 3.9M SEK · US29670G1022
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 9,368,962 | 377.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,004,284 | 362.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,527,308 | 262.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,157,057 | 167.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,156,841 | 127.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 6 | State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 2,735,112 | 110.1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 1,908,815 | 76.3M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| 8 | Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust | 1,827,440 | 69.8M $ | 3.35 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,588,631 | 60.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 10 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,566,898 | 62.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 11 | Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 1,555,232 | 59.4M $ | 5.74 % | as of Apr 30, 2026 · Original filing |
| 12 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 1,437,486 | 57.9M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 13 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,382,340 | 55.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 14 | Franklin Utilities Fund Franklin Custodian Funds | 1,250,000 | 50.3M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,104,667 | 42.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 16 | JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 1,082,583 | 43.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 17 | iShares Russell Mid-Cap ETF iShares Trust | 1,073,157 | 43.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,038,801 | 39.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 19 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 847,620 | 34.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 20 | FlexShares Morningstar Global Upstream Natural Resources Index Fund FlexShares Trust | 822,031 | 31.4M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 21 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 764,197 | 30.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 22 | First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 740,391 | 28.3M $ | 3.15 % | as of Apr 30, 2026 · Original filing |
| 23 | iShares Core Dividend Growth ETF iShares Trust | 738,402 | 28.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 24 | T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 705,498 | 28.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 25 | ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 653,728 | 26.1M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| 26 | iShares Russell 1000 Value ETF iShares Trust | 645,953 | 26M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 27 | Virtus Duff & Phelps Water Fund Virtus Strategy Trust | 640,271 | 25.8M $ | 5.04 % | as of Mar 31, 2026 · Original filing |
| 28 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 628,668 | 25.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 29 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 530,396 | 21.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 30 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 490,486 | 18.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 31 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 475,885 | 18.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 32 | The Gabelli Utilities Fund Gabelli Utilities Fund | 439,250 | 17.7M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 33 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 436,116 | 17.6M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 34 | Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 433,721 | 16.6M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 35 | First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 431,778 | 16.5M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 36 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 430,815 | 17.2M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 37 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 421,640 | 16.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 38 | iShares Russell Mid-Cap Value ETF iShares Trust | 404,775 | 16.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 39 | iShares ESG Aware MSCI USA ETF iShares Trust | 392,448 | 15.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 40 | JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 392,314 | 15.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 41 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 366,309 | 14.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 42 | GMO Alternative Allocation Fund GMO TRUST | 305,984 | 12.2M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| 43 | Dunham Monthly Distribution Fund Dunham Funds | 292,906 | 11.2M $ | 3.96 % | as of Apr 30, 2026 · Original filing |
| 44 | Fidelity Water Sustainability Fund Fidelity Summer Street Trust | 292,125 | 11.7M $ | 6.70 % | as of Feb 28, 2026 · Original filing |
| 45 | Boston Trust SMID Cap Fund Boston Trust Walden Funds | 290,338 | 11.7M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 46 | Diversified Real Asset Fund Principal Funds, Inc | 288,278 | 11.5M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 47 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 286,954 | 11.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 48 | JNL Mid Cap Index Fund JNL Series Trust | 285,531 | 11.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 49 | iShares U.S. Infrastructure ETF iShares Trust | 283,219 | 11.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 50 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 274,581 | 10.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 51 | iShares U.S. Utilities ETF iShares Trust | 272,010 | 10.4M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 52 | Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 262,092 | 10.5M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| 53 | iShares Core S&P U.S. Value ETF iShares Trust | 238,130 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 54 | Nuveen Equity Index Fund TIAA-CREF Funds | 235,794 | 9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 55 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 233,130 | 9.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 56 | Calvert Global Water Fund Calvert Impact Fund, Inc. | 233,122 | 9.4M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 57 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 231,950 | 9.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 58 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 218,873 | 8.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 59 | Mid Cap Index Fund VALIC Co I | 216,106 | 8.6M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 60 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 214,715 | 8.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 61 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 208,664 | 8.3M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 62 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 205,936 | 7.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 63 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 202,593 | 7.7M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 64 | iShares Russell 1000 ETF iShares Trust | 202,308 | 8.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 65 | Global Shareholder Yield Fund John Hancock Funds III | 200,064 | 8.1M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 66 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 184,517 | 7.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 67 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 183,416 | 7.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 68 | Mid Cap Index Fund Northern Funds | 178,071 | 7.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 69 | NYLI Merger Arbitrage ETF New York Life Investments ETF Trust | 168,544 | 6.4M $ | 2.58 % | as of Apr 30, 2026 · Original filing |
| 70 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 166,142 | 6.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 71 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 163,323 | 6.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 72 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 163,231 | 6.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 73 | Large Cap Index Master Portfolio Master Investment Portfolio | 161,863 | 6.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 74 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 159,398 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 150,288 | 5.7M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 76 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 149,061 | 6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 77 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 146,976 | 5.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 78 | Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 144,690 | 5.8M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 79 | Utilities Fund American Century Quantitative Equity Funds, Inc. | 141,596 | 5.7M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 80 | Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 137,795 | 5.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 81 | JNL/Mellon Utilities Sector Fund JNL Series Trust | 135,593 | 5.5M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 82 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 133,092 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 83 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 132,107 | 5.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 84 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 131,609 | 5.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 85 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 124,647 | 5M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 86 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 124,198 | 5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 87 | NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 122,863 | 4.9M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 88 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 114,238 | 4.4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 89 | NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 114,167 | 4.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 90 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 114,129 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 91 | Mast Multialternative Strategy Fund Investment Managers Series Trust III | 110,254 | 4.2M $ | 2.04 % | as of Apr 30, 2026 · Original filing |
| 92 | Boston Trust Asset Management Fund Boston Trust Walden Funds | 110,000 | 4.4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 93 | MidCap S&P 400 Index Fund Principal Funds, Inc | 108,254 | 4.1M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 94 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 106,674 | 4.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 95 | Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 105,602 | 4.3M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 96 | iShares Russell 2500 ETF iShares Trust | 105,066 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 97 | Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 102,718 | 3.9M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 98 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 101,500 | 3.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 99 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 101,199 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 100 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 100,515 | 4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
Institutional managers
682 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 31,569,405 | 1.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 12,431,482 | 500.6M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 7,486,456 | 301.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,224,043 | 210.4M $ | as of Mar 31, 2026 |
| Amundi | 4,539,553 | 182.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,269,638 | 171.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 4,062,482 | 163.6M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 3,605,451 | 145.2M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,408,848 | 137.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 3,278,684 | 132M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,219,049 | 129.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,201,847 | 128.9M $ | as of Mar 31, 2026 |
| AQR Arbitrage LLC | 3,137,219 | 126.3M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 3,088,625 | 124.4M $ | as of Mar 31, 2026 |
| ANTIPODES PARTNERS Ltd | 3,018,815 | 121.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,881,490 | 116M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,839,278 | 114.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,523,064 | 101.6M $ | as of Mar 31, 2026 |
| Boston Trust Walden Corp | 2,481,448 | 99.9M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,353,605 | 94.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 2,310,349 | 93M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,191,979 | 90M $ | as of Mar 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,188,784 | 88.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,985,831 | 80M $ | as of Mar 31, 2026 |
| FIL Ltd | 1,952,782 | 78.6M $ | as of Mar 31, 2026 |