Titelia

Fund shareholders of Essential Utilities Inc

ISIN US29670G1022 · United States · LEI 549300ILTEOF3E3QY357

Fund shareholders
346
Of which ETFs
99 247 other funds
Value held
≈ 3.2B $ 3.2B $ · 11.6M € · 3.9M SEK
Share of capital
28.9 % of 283.8M shares on Jul 27, 2026

346 funds hold this company. This table lists the 342 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
iShares MSCI World Small-Cap ETF iShares Trust 17,208634.8K $0.10 %0.01 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 16,739641.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 16,688665K $0.67 %0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 16,013613.5K $0.18 %0.01 %as of Jun 30, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 15,923610K $0.14 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 15,479593K $0.02 %0.01 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 15,343587.8K $0.25 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 15,319586.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 15,067577.2K $0.39 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 14,780566.2K $0.11 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,710563.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 14,634560.6K $0.08 %0.01 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 14,140521.6K $0.00 %0.00 %as of May 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 13,964535K $1.38 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 13,844530.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 13,638522.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 13,606521.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 13,314491.2K $0.06 %0.00 %as of May 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,997517.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,956516.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 12,921514.9K $0.26 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 12,650504.1K $0.18 %0.00 %as of Jul 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 11,933475.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Multi-Asset Absolute Return Fund John Hancock Funds II 11,596427.8K $0.16 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,069408.3K $0.01 %0.00 %as of May 31, 2026 ↗
abrdn Global Infrastructure Fund abrdn Funds 10,200406.5K $0.87 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 9,782360.9K $0.23 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,219353.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 9,051333.9K $0.29 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 8,832325.8K $0.01 %0.00 %as of May 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 8,739348.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8,706333.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 8,669345.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 8,593329.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 8,549315.4K $0.20 %0.00 %as of May 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,546315.3K $0.02 %0.00 %as of May 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 8,392334.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,329319.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 8,269305K $0.11 %0.00 %as of May 29, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 8,229315.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Series Funds 7,912303.1K $1.32 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 7,765297.5K $0.17 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,742296.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 7,700295K $0.03 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,698294.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 7,616303.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Nordea Stabil Nordea Funds Ab 7,2112.8M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 7,180275.1K $0.08 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,017268.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,378244.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 6,361253.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 6,054231.9K $0.17 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 6,019222K $0.02 %0.00 %as of May 31, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 5,976228.9K $0.22 %0.00 %as of Jun 30, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 5,896225.9K $3.06 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 5,830223.3K $0.29 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 5,617215.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,561213K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 5,200199.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 5,192198.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,057193.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,829185K $0.02 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,757182.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4,483171.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 4,401175.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
iShares Environmental Infrastructure and Industrials ETF iShares Trust 4,295164.5K $2.88 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,200154.9K $0.02 %0.00 %as of May 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 4,165166K $0.24 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,993147.3K $0.00 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,898149.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
RPAR Risk Parity ETF Tidal Trust I 3,774144.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 3,663140.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 3,600137.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,496129K $0.03 %0.00 %as of May 31, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 3,241124.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Variable Trust 3,176121.7K $1.32 %0.00 %as of Jun 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,949113K $0.11 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,814103.8K $0.01 %0.00 %as of May 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 2,8001.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 2,786106.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,776102.4K $0.01 %0.00 %as of May 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,60796.2K $0.09 %0.00 %as of May 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,47191.2K $0.08 %0.00 %as of May 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,39391.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 2,37894.8K $0.20 %0.00 %as of Jul 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 2,36790.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 2,35286.8K $0.08 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,25089.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 2,13381.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 2,00076.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,89072.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,82269.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 1,63662.7K $0.62 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,60764K $0.02 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,56157.6K $0.01 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,52156.1K $0.01 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,44055.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,40053.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,39053.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 1,36650.4K $0.16 %0.00 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - Water Pictet Asset Management (Europe) S.A. 1.25 %as of Sep 30, 2025 ↗
Amundi - KBI Aqua Amundi Asset Management 1.09 %as of Mar 31, 2026 ↗
BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg 0.93 %as of Dec 31, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.04 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Fidelity Water Sustainability Fund Fidelity Summer Street Trust 8.48 %as of May 31, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 5.72 %as of Jul 31, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 4.59 %as of May 31, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 4.46 %as of Jun 30, 2026 ↗
Leatherback Long/short Alternative Yield ETF Tidal Trust I 4.33 %as of May 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 4.32 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 3.85 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3.53 %as of Jul 31, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 3.06 %as of Jun 30, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 2.91 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3332-1982,106,536+1.0 %
2026Q2351-1981,310,569-1.4 %
2026Q1370-3282,438,734-5.3 %
2025Q4402+2187,015,094+7.3 %
2025Q3381+581,086,625+3.7 %
2025Q2376-578,224,620-1.8 %
2025Q1381+579,692,806+7.1 %
2024Q4376-274,420,293-16.9 %
2024Q3378-789,511,586+0.1 %
2024Q2385-889,432,843+25.0 %
2024Q1393+1371,568,745+0.4 %
2023Q438071,296,331

Institutional managers

682 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.31,569,4051.3B $as of Mar 31, 2026
STATE STREET CORP12,431,482500.6M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB7,486,456301.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,224,043210.4M $as of Mar 31, 2026
Amundi4,539,553182.8M $as of Mar 31, 2026
Invesco Ltd.4,269,638171.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC4,062,482163.6M $as of Mar 31, 2026
Pictet Asset Management Holding SA3,605,451145.2M $as of Mar 31, 2026
Legal & General Group Plc3,408,848137.3M $as of Mar 31, 2026
Qube Research & Technologies Ltd3,278,684132M $as of Mar 31, 2026
MORGAN STANLEY3,219,049129.6M $as of Mar 31, 2026
NORTHERN TRUST CORP3,201,847128.9M $as of Mar 31, 2026
AQR Arbitrage LLC3,137,219126.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.3,088,625124.4M $as of Mar 31, 2026
ANTIPODES PARTNERS Ltd3,018,815121.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,881,490116M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,839,278114.3M $as of Mar 31, 2026
Bank of New York Mellon Corp2,523,064101.6M $as of Mar 31, 2026
Boston Trust Walden Corp2,481,44899.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,353,60594.8M $as of Mar 31, 2026
JANE STREET GROUP, LLC2,310,34993M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,191,97990M $as of Mar 31, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO2,188,78488.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,985,83180M $as of Mar 31, 2026
FIL Ltd1,952,78278.6M $as of Mar 31, 2026

Funds holding the debt of Essential Utilities Inc

186 funds declare 431 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND864.1M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND351.6M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND738.2M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND329.7M $as of May 31, 2026
Baird Short-Term Bond Fund125.5M $as of Jun 30, 2026
Baird Aggregate Bond Fund223.1M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF1019.2M $as of May 31, 2026
Baird Ultra Short Bond Fund118.4M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND118.3M $as of Jul 31, 2026
Bridge Builder Core Bond Fund317.1M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF310M $as of May 31, 2026
Transamerica Short-Term Bond19.9M $as of Jul 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF108.5M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF38M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF37.9M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF67.7M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND27.3M $as of Jun 30, 2026
Baird Core Plus Bond Fund17M $as of Jun 30, 2026
DoubleLine Low Duration Bond Fund26.7M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF26.4M $as of Jun 30, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND35.8M $as of May 31, 2026
Invesco BulletShares 2027 Corporate Bond ETF15.1M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24.9M $as of Jun 30, 2026
Nuveen Bond Index Fund94.5M $as of Jun 30, 2026
iShares Core Universal USD Bond ETF104.5M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Essential Utilities Inc". https://titelia.com/en/stocks/essential-utilities-inc-US29670G1022