Essex Property TrustESS
13F holders, Q1 2024 (March 31)543holders
7famous investors
$244.94avg. 13F price*
At the end of Q1 2024, 543 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock Inc. ($1.6B) and State Street Corp. ($1.4B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Essex Property Trust Inc.
- Sector
- Real Estate
- CUSIP
- 297178105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $110.4M |
| Exits | 56 | $106.4M |
Ownership 543 holders
| Vanguard Group Inc. | 0.05% | Add +0.2% | 10,235,835 | $2.5B |
| BlackRock Inc. | 0.04% | Add +0.9% | 6,529,001 | $1.6B |
| State Street Corp. | 0.06% | Reduce -5.7% | 5,503,972 | $1.4B |
| Cohen & Steers, Inc. | 2.57% | Add +63.5% | 5,022,022 | $1.2B |
| Norges Bank | 0.11% | Add +0.1% | 2,724,662 | $667.0M |
| Principal Financial Group Inc. | 0.36% | Reduce -8.7% | 2,486,997 | $608.8M |
| T. Rowe Price Associates Inc. | 0.06% | Add +8.7% | 1,832,845 | $448.7M |
| Geode Capital Management, LLC | 0.04% | Add +2.8% | 1,583,206 | $386.6M |
| FMR LLC | 0.02% | Reduce -39.7% | 1,280,963 | $313.6M |
| Massachusetts Financial Services Co. | 0.08% | Add +4.9% | 1,117,999 | $273.7M |
| Legal & General Group Plc | 0.07% | Reduce -0.6% | 1,017,456 | $249.1M |
| Daiwa Securities Group Inc. | 1.40% | Add +86.5% | 997,792 | $244.3M |
| JPMorgan Chase & Co. | 0.02% | Add +24.1% | 969,193 | $237.3M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.0% | 928,679 | $227.3M |
| Deutsche Bank AG | 0.09% | Add +12.0% | 809,644 | $198.2M |
| Ameriprise Financial Inc. | 0.05% | Add +0.9% | 756,786 | $184.5M |
| Resolution Capital Ltd | 3.27% | Reduce -8.2% | 746,288 | $182.7M |
| Boston Partners | 0.22% | Add +3.3% | 744,175 | $182.2M |
| Northern Trust Corp. | 0.03% | Reduce -3.6% | 736,720 | $180.4M |
| ProShare Advisors LLC | 0.48% | Reduce -1.8% | 734,837 | $179.9M |
| Morgan Stanley | 0.01% | Reduce -6.9% | 699,718 | $171.3M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.0% | 696,272 | $170.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -3.7% | 686,671 | $168.1M |
| Invesco Ltd. | 0.04% | Reduce -0.6% | 680,226 | $166.5M |
| Russell Investments Group, Ltd. | 0.21% | Add +34.0% | 553,015 | $135.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.2% | 545,488 | $133.5M |
| American Century Companies Inc. | 0.07% | Reduce -41.7% | 458,280 | $112.2M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -18.1% | 426,984 | $104.8M |
| Wellington Management Group LLP | 0.02% | Add +19.8% | 377,052 | $92.3M |
| PGGM Investments | 1.29% | No change | 362,252 | $88.7M |
| Sei Investments Co. | 0.11% | Reduce -13.0% | 311,704 | $76.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.6% | 293,288 | $71.8M |
| UBS Group AG | 0.02% | Add +17.6% | 277,587 | $68.0M |
| Heitman Real Estate Securities LLC | 3.61% | Add +4584.3% | 259,044 | $63.4M |
| HSBC Holdings PLC | 0.04% | Add +12.7% | 234,821 | $57.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.8% | 233,526 | $57.2M |
| Canada Pension Plan Investment Board | 0.06% | Add +8.7% | 225,045 | $55.1M |
| California Public Employees Retirement System | 0.04% | Add +0.4% | 221,971 | $54.3M |
| Nomura Asset Management Co. Ltd. | 0.20% | Add +6.8% | 221,122 | $54.1M |
| Bank of America Corp. | 0.01% | Add +57.1% | 209,571 | $51.3M |
| Swiss National Bank | 0.03% | Reduce -4.2% | 192,252 | $47.1M |
| CBRE Investment Management Listed Real Assets LLC | 0.85% | Reduce -60.9% | 186,166 | $45.6M |
| Lido Advisors, LLC | 0.38% | Reduce -0.8% | 170,227 | $42.1M |
| Vest Financial, LLC | 1.01% | Add +23.6% | 154,928 | $37.9M |
| Jacobs Levy Equity Management, Inc. | 0.16% | Add +326.3% | 147,864 | $36.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +10.0% | 142,766 | $35.0M |
| Asset Management One Co., Ltd. | 0.13% | Reduce -3.8% | 138,323 | $33.9M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -0.2% | 130,929 | $32.1M |
| Rhumbline Advisers | 0.03% | Add +0.1% | 130,063 | $31.8M |
| Barclays PLC | 0.01% | Reduce -10.1% | 127,907 | $31.3M |
| Nippon Life Global Investors Americas, Inc. | 1.42% | Add +19.6% | 122,830 | $30.3M |
| Public Employees Retirement System of Ohio | 0.11% | Reduce -2.4% | 116,769 | $28.6M |
| Amundi | 0.01% | Reduce -19.8% | 121,789 | $28.5M |
| State of Tennessee, Department of Treasury | 0.10% | Add +2.8% | 113,498 | $27.8M |
| Schonfeld Strategic Advisors LLC | 0.22% | New | 111,795 | $27.4M |
| BNP Paribas Financial Markets | 0.03% | Add +93.2% | 110,546 | $27.1M |
| Credit Suisse AG/ | 0.03% | Reduce -13.5% | 107,667 | $26.4M |
| Citigroup Inc. | 0.03% | Add +46.0% | 106,511 | $26.1M |
| National Pension Service | 0.03% | Add +3.1% | 104,013 | $25.5M |
| Allianz Asset Management GmbH | 0.04% | Add +50.8% | 102,197 | $25.0M |
| Aberdeen Group plc | 0.05% | Reduce -1.6% | 98,714 | $24.2M |
| California State Teachers Retirement System | 0.03% | Reduce -1.7% | 96,463 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 94,585 | $23.2M |
| Centersquare Investment Management LLC | 0.27% | Add +29.8% | 94,026 | $23.2M |
| Royal Bank of Canada | 0.00% | Reduce -36.6% | 82,784 | $20.3M |
| Bank of Montreal | 0.01% | Reduce -3.5% | 81,700 | $20.0M |
| Heartland Advisors Inc. | 1.01% | Add +3.3% | 78,392 | $19.2M |
| Baird Financial Group, Inc. | 0.04% | Add +0.9% | 76,257 | $18.7M |
| Aew Capital Management L P | 0.89% | Reduce -75.9% | 74,211 | $18.2M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.6% | 81,456 | $17.0M |
| Investure, LLC | 2.83% | No change | 66,000 | $16.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +35.0% | 64,978 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +16.8% | 64,935 | $15.9M |
| Franklin Resources Inc. | 0.01% | Add +4.1% | 64,592 | $15.8M |
| Renaissance Technologies | 0.02% | Reduce -2.6% | 64,026 | $15.7M |
| Macquarie Group Ltd. | 0.02% | Reduce -14.9% | 63,152 | $15.5M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +1.1% | 63,000 | $15.4M |
| Uniplan Investment Counsel, Inc. | 1.23% | Reduce -2.2% | 62,758 | $15.4M |
| Pacific Heights Asset Management LLC | 1.21% | No change | 60,000 | $14.7M |
| American Assets Investment Management, LLC | 1.39% | No change | 59,500 | $14.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -5.7% | 59,205 | $14.5M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -35.6% | 58,591 | $14.3M |
| Earnest Partners LLC | 0.07% | Add +11.8% | 58,056 | $14.2M |
| Utah Retirement Systems | 0.16% | No change | 56,549 | $13.8M |
| Hazelview Securities Inc. | 2.55% | New | 56,380 | $13.5M |
| Retirement Systems of Alabama | 0.05% | Add +0.1% | 53,590 | $13.1M |
| State of Alaska, Department of Revenue | 0.14% | Reduce -7.4% | 50,581 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Reduce -9.7% | 50,183 | $12.3M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 50,149 | $12.3M |
| State of Wisconsin Investment Board | 0.03% | Add +4.3% | 49,013 | $12.0M |
| Prudential Financial Inc. | 0.02% | Reduce -2.6% | 47,157 | $11.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -10.8% | 46,369 | $11.4M |
| Davis Selected Advisers | 0.06% | Reduce -16.9% | 46,311 | $11.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +15.1% | 47,068 | $11.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -7.3% | 45,706 | $11.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.47% | Reduce -22.8% | 45,108 | $11.0M |
| Andra AP-fonden | 0.20% | New | 45,000 | $11.0M |
| Mizuho Markets Americas LLC | 0.29% | Add +107.9% | 43,802 | $10.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.6% | 43,212 | $10.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -5.1% | 42,973 | $10.5M |
| SG Americas Securities, LLC | 0.05% | Add +182.1% | 42,314 | $10.4M |
| Leeward Investments, LLC - MA | 0.45% | Add +4.0% | 41,299 | $10.1M |
| Handelsbanken Fonder AB | 0.04% | Add +10.1% | 40,598 | $9.9M |
| Yousif Capital Management, LLC | 0.11% | Add +3.0% | 39,211 | $9.6M |
| Danske Bank A/S | 0.03% | — | 39,122 | $9.6M |
| Toronto Dominion Bank | 0.01% | Reduce -12.1% | 38,983 | $9.5M |
| Caisse de depot et placement du Quebec | 0.02% | New | 37,900 | $9.3M |
| APG Asset Management US Inc. | 0.05% | New | 38,000 | $9.1M |
| Korea Investment CORP | 0.02% | Reduce -24.6% | 36,891 | $9.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.4% | 36,889 | $8.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -1.1% | 36,078 | $8.8M |
| Resona Asset Management Co.,Ltd. | 0.05% | — | 35,819 | $8.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.8% | 35,558 | $8.7M |
| Illinois Municipal Retirement Fund | 0.13% | Add +26.0% | 35,531 | $8.7M |
| NFJ Investment Group, LLC | 0.23% | Reduce -5.7% | 34,990 | $8.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +3.7% | 34,860 | $8.5M |
| Lasalle Investment Management Securities LLC | 0.35% | No change | 34,415 | $8.4M |
| KBC Group NV | 0.03% | Reduce -31.4% | 34,273 | $8.4M |
| Long Pond Capital, LP | 0.48% | New | 34,250 | $8.4M |
| Nisa Investment Advisors, LLC | 0.05% | Add +4.0% | 33,699 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.5% | 32,243 | $7.9M |
| Royal London Asset Management Ltd. | 0.02% | Add +7.6% | 31,719 | $7.8M |
| Millennium Management | 0.01% | Reduce -8.8% | 31,441 | $7.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -14.3% | 30,794 | $7.5M |
| Adelante Capital Management LLC | 0.49% | Reduce -42.8% | 30,681 | $7.5M |
| Stifel Financial Corp. | 0.01% | Add +9.2% | 30,277 | $7.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.6% | 30,214 | $7.4M |
| Employees Retirement System of Texas | 0.08% | Add +30.4% | 30,000 | $7.3M |
| Perigon Wealth Management, LLC | 0.20% | Add +0.6% | 27,378 | $6.7M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 27,136 | $6.6M |
| Van Eck Associates Corp. | 0.01% | Add +3.2% | 27,031 | $6.6M |
| Marshall Wace, LLP | 0.01% | New | 26,696 | $6.5M |
| Vert Asset Management LLC | 2.75% | Add +5.5% | 26,669 | $6.5M |
| Quinn Opportunity Partners LLC | 0.73% | No change | 26,567 | $6.5M |
| Cibc World Markets Corp. | 0.04% | Reduce -10.7% | 26,466 | $6.5M |
| Raymond James & Associates | 0.00% | Reduce -1.3% | 26,298 | $6.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -1.0% | 25,405 | $6.2M |
| STRS Ohio | 0.02% | Reduce -3.3% | 24,606 | $6.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -53.9% | 24,500 | $6.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +1.3% | 23,799 | $5.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +6.9% | 23,318 | $5.7M |
| UniSuper Management Pty Ltd | 0.05% | Add +20.0% | 22,792 | $5.6M |
| USS Investment Management Ltd | 0.05% | Add +11.8% | 22,797 | $5.6M |
| 1832 Asset Management L.P. | 0.01% | Reduce -4.7% | 22,300 | $5.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -84.1% | 22,128 | $5.4M |
| Easterly Investment Partners LLC | 0.41% | New | 21,986 | $5.4M |
| Masterton Capital Management, LP | 4.07% | Reduce -36.1% | 21,200 | $5.2M |
| TD Asset Management Inc | 0.00% | Add +0.9% | 21,194 | $5.2M |
| Westpac Banking Corp. | 0.39% | No change | 21,127 | $5.2M |
| Holocene Advisors, LP | 0.02% | Add +31.7% | 21,105 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -3.4% | 20,832 | $5.1M |
| Gotham Asset Management | 0.08% | Add +45.3% | 20,703 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +32.7% | 20,652 | $5.1M |
| Quantinno Capital Management LP | 0.11% | Add +27.9% | 20,613 | $5.0M |
| First Trust Advisors LP | 0.01% | Add +156.5% | 19,931 | $4.9M |
| New York Life Investment Management LLC | 0.05% | Reduce -1.9% | 19,281 | $4.7M |
| Dean Investment Associates, LLC | 0.65% | Reduce -0.0% | 19,244 | $4.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -12.2% | 19,205 | $4.7M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 18,664 | $4.6M |
| Arizona State Retirement System | 0.03% | Add +0.1% | 17,654 | $4.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +10.5% | 17,561 | $4.3M |
| State of Michigan Retirement System | 0.02% | No change | 17,560 | $4.3M |
| Swedbank AB | 0.01% | Add +11.1% | 17,559 | $4.3M |
| Sarasin & Partners LLP | 0.04% | No change | 17,024 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -23.9% | 16,965 | $4.2M |
| American International Group, Inc. | 0.01% | Reduce -0.3% | 16,786 | $4.1M |
| Storebrand Asset Management As | 0.01% | Add +2.1% | 16,257 | $4.0M |
| Achmea Investment Management B.V. | 0.08% | No change | 16,222 | $4.0M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +2.6% | 15,897 | $3.9M |
| Kinloch Capital, LLC | 2.00% | Add +25.1% | 15,886 | $3.9M |
| Loudon Investment Management, LLC | 2.22% | No change | 15,817 | $3.9M |
| Diversify Advisory Services, LLC | 0.22% | — | 15,795 | $3.8M |
| Bright Financial Advisors, Inc. | 2.81% | — | 11,943 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.3% | 15,117 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.8% | 15,238 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.5% | 15,025 | $3.7M |
| National Bank of Canada | 0.01% | Reduce -5.2% | 14,187 | $3.7M |
| Fisher Asset Management | 0.00% | Reduce -0.9% | 14,818 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.0% | 16,109 | $3.6M |
| Pensionfund PDN | 1.86% | Add +11.8% | 14,195 | $3.5M |
| Composition Wealth, LLC | 0.09% | Add +0.0% | 14,096 | $3.5M |
| IFM Investors Pty Ltd | 0.04% | No change | 13,897 | $3.4M |
| First Citizens Bank & Trust Co. | 0.07% | Add +16.2% | 13,890 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.7% | 13,654 | $3.3M |
| Texas Permanent School Fund Corp. | 0.03% | Add +0.1% | 13,268 | $3.2M |
| Amalgamated Bank | 0.03% | Reduce -18.6% | 13,259 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +0.1% | 12,703 | $3.1M |
| Forsta Ap-Fonden | 0.03% | Add +11.8% | 12,300 | $3.0M |
| Vident Advisory, LLC | 0.06% | Reduce -5.4% | 11,993 | $2.9M |
| Weiss Asset Management LP | 0.17% | New | 11,675 | $2.9M |
| Provident Investment Management, Inc. | 0.25% | Add +2.9% | 11,471 | $2.8M |
| Mariner, LLC | 0.01% | Reduce -13.3% | 11,429 | $2.8M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +151.6% | 11,341 | $2.8M |
| Czech National Bank | 0.04% | Add +0.5% | 11,296 | $2.8M |
| DNB Asset Management AS | 0.01% | Reduce -34.8% | 11,078 | $2.7M |
| Metis Global Partners, LLC | 0.10% | Add +3.8% | 11,063 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -94.4% | 10,606 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Add +37.6% | 10,594 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.30% | Reduce -21.5% | 10,456 | $2.6M |
| Aurora Investment Managers, LLC. | 1.88% | Add +25.3% | 10,441 | $2.6M |
| Tredje AP-fonden | 0.03% | Reduce -25.9% | 10,348 | $2.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +14.6% | 10,303 | $2.5M |
| Xponance LLC | 0.03% | Add +8.8% | 10,104 | $2.5M |
| Schroder Investment Management Group | 0.00% | Add +25.1% | 9,824 | $2.4M |
| Allstate Corp. | 0.16% | Add +38.4% | 9,434 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 9,182 | $2.2M |
| CIBC Asset Management Inc | 0.01% | Add +3.0% | 9,122 | $2.2M |
| Gries Financial LLC | 0.36% | New | 8,707 | $2.1M |
| Quilter Plc | 0.05% | Add +11.8% | 8,646 | $2.1M |
| FIL Ltd | 0.00% | Reduce -4.0% | 8,450 | $2.1M |
| LM Advisors LLC | 0.36% | Reduce -1.9% | 8,442 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.0% | 8,418 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.1% | 8,381 | $2.1M |
| HST Ventures, LLC | 0.83% | New | 8,355 | $2.0M |
| Clifford Swan Investment Counsel LLC | 0.08% | Reduce -5.2% | 8,251 | $2.0M |
| Bank of Nova Scotia | 0.00% | Reduce -11.4% | 8,241 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -2.3% | 7,870 | $1.9M |
| Cozad Asset Management Inc. | 0.20% | Add +25.7% | 7,846 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.8% | 7,685 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +3.7% | 7,663 | $1.9M |
| Public Sector Pension Investment Board | 0.01% | Reduce -0.9% | 7,624 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4.1% | 7,544 | $1.8M |
| Lighthouse Investment Partners, LLC | 0.11% | Add +66.7% | 7,500 | $1.8M |
| Pensionfund Sabic | 0.49% | Add +23.9% | 6,750 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.0% | 6,715 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -3.8% | 6,543 | $1.6M |
| AXA S.A. | 0.00% | Add +68.3% | 6,229 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.9% | 6,054 | $1.5M |
| Creative Planning | 0.00% | Add +14.8% | 6,030 | $1.5M |
| Spirit of America Management Corp. | 0.29% | No change | 5,936 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -16.6% | 5,871 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +25.7% | 5,834 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.7% | 5,814 | $1.4M |
| Nicola Wealth Management LTD. | 0.14% | New | 4,300 | $1.4M |
| Commerce Bank | 0.01% | Add +0.2% | 5,819 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.37% | Add +12.8% | 5,783 | $1.4M |
| ING Groep NV | 0.01% | Add +0.7% | 5,727 | $1.4M |
| Azzad Asset Management Inc. | 0.16% | Add +2.7% | 5,707 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +10.0% | 5,479 | $1.3M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.52% | Add +0.1% | 5,390 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | New | 5,332 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 5,322 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.3% | 5,307 | $1.3M |
| Norinchukin Bank, The | 0.04% | Reduce -1.3% | 5,306 | $1.3M |
| Camelot Portfolios, LLC | 1.26% | Reduce -23.8% | 5,270 | $1.3M |
| AQR Capital Management | 0.00% | Add +21.3% | 5,266 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.4% | 5,240 | $1.3M |
| Ossiam | 0.02% | Reduce -30.6% | 5,078 | $1.2M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 5,067 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 5,046 | $1.2M |
| Ethic Inc. | 0.03% | Add +6.0% | 4,967 | $1.2M |
| DoubleLine ETF Adviser LP | 0.30% | Add +10.1% | 4,890 | $1.2M |
| Kentucky Retirement Systems | 0.04% | Reduce -5.0% | 4,876 | $1.2M |
| BBJS Financial Advisors, LLC | 0.42% | Add +35.5% | 4,800 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 4,987 | $1.2M |
| Strategic Global Advisors, LLC | 0.25% | Reduce -2.8% | 4,654 | $1.1M |
| Metropolitan Life Insurance Co | 0.05% | Reduce -0.1% | 4,572 | $1.1M |
| Crawford Investment Counsel Inc. | 0.02% | Reduce -0.2% | 4,561 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.4% | 4,546 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 4,423 | $1.1M |
| Nordea Investment Management AB | 0.00% | Add +6.5% | 4,381 | $1.1M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -1.5% | 4,319 | $1.1M |
| Ostrum Asset Management | 0.08% | No change | 4,317 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +2.8% | 4,299 | $1.1M |
| LMCG Investments, LLC | 0.06% | Reduce -28.7% | 4,298 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 4,224 | $1.0M |
| Naviter Wealth, LLC | 0.17% | Add +12.2% | 4,154 | $1.0M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.9% | 4,146 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +24.0% | 4,143 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -9.6% | 4,127 | $1.0M |
| Vanderbilt University | 0.21% | Add +193.5% | 4,088 | $1.0M |
| Candriam S.C.A. | 0.01% | Add +9.1% | 4,082 | $999K |
| Osterweis Capital Management Inc. | 0.07% | No change | 4,055 | $993K |
| Kestra Advisory Services, LLC | 0.01% | New | 3,983 | $985K |
| Tiemann Investment Advisors, LLC | 0.44% | No change | 4,019 | $984K |
| Ashton Thomas Private Wealth, LLC | 0.06% | New | 3,953 | $968K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +13.3% | 3,926 | $961K |
| Credit Agricole S A | 0.02% | Add +86.5% | 4,052 | $948K |
| Fifth Third Bancorp | 0.00% | Add +21.5% | 3,810 | $933K |
| FORA Capital, LLC | 0.08% | Reduce -60.2% | 3,795 | $929K |
| Securian Asset Management, Inc. | 0.03% | Reduce -6.6% | 3,782 | $926K |
| GeoWealth Management, LLC | 0.04% | New | 3,753 | $919K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 3,741 | $916K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -5.1% | 3,700 | $906K |
| Delta Investment Management, LLC | 0.20% | Reduce -1.7% | 3,674 | $899K |
| Wealthfront Advisers LLC | 0.00% | Add +13.1% | 3,597 | $881K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.9% | 3,540 | $875K |
| WealthTrust Asset Management, LLC | 0.62% | Add +30.9% | 3,350 | $820K |
| Townsquare Capital LLC | 0.01% | Add +6.7% | 3,328 | $815K |
| MML Investors Services, LLC | 0.00% | Add +21.0% | 3,273 | $801K |
| Horst & Graben Wealth Management LLC | 0.16% | No change | 3,220 | $788K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.0% | 3,200 | $783K |
| Lockheed Martin Investment Management Co. | 0.06% | Reduce -23.8% | 3,211 | $770K |
| Cetera Investment Advisers | 0.00% | New | 3,108 | $761K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -0.9% | 3,106 | $760K |
| PEAK6 Investments LLC | 0.04% | Reduce -4.7% | 2,985 | $731K |
| Allianz SE | 0.02% | — | 2,954 | $723K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,942 | $720K |
| Sigma Planning Corp | 0.02% | Add +151.6% | 2,883 | $706K |
| Simplex Trading, LLC | 0.02% | New | 2,882 | $705K |
| Cerity Partners LLC | 0.00% | Add +77.3% | 2,877 | $704K |
| IRON Financial LLC | 0.39% | Add +4.3% | 2,870 | $703K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.4% | 2,866 | $702K |
| Verition Fund Management LLC | 0.01% | Add +8.7% | 2,860 | $700K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -7.1% | 2,835 | $694K |
| Penserra Capital Management LLC | 0.01% | Reduce -9.7% | 2,723 | $666K |
| RB Capital Management, LLC | 0.18% | Reduce -2.5% | 2,633 | $644K |
| Commerzbank Aktiengesellschaft | 0.02% | Add +3.1% | 2,630 | $644K |
| Gateway Investment Advisers LLC | 0.01% | No change | 2,627 | $643K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.7% | 2,513 | $615K |
| Natixis | 0.00% | Reduce -87.5% | 2,472 | $605K |
| SpiderRock Advisors, LLC | 0.02% | — | 2,530 | $601K |
| Aviva PLC | 0.00% | Reduce -0.2% | 2,434 | $596K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -79.9% | 2,423 | $593K |
| Bailard, Inc. | 0.02% | New | 2,339 | $573K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +8.5% | 2,321 | $568K |
| Alberta Investment Management Corp | 0.01% | No change | 2,300 | $563K |
| Revisor Wealth Management LLC | 0.25% | Add +119.5% | 2,268 | $559K |
| APG Asset Management N.V. | 0.00% | No change | 2,444 | $554K |
| Ieq Capital, LLC | 0.01% | Reduce -9.7% | 2,248 | $550K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.3% | 2,243 | $549K |
| SlateStone Wealth, LLC | 0.05% | New | 2,176 | $533K |
| Caxton Associates LP | 0.04% | New | 2,172 | $532K |
| Advisors Asset Management, Inc. | 0.01% | Add +147.9% | 2,164 | $530K |
| Vinva Investment Management Ltd | 0.03% | Reduce -45.5% | 2,146 | $525K |
| Claro Advisors Inc. | 0.09% | Add +0.9% | 2,134 | $522K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -7.3% | 2,119 | $519K |
| HGI Capital Management, LLC | 0.56% | New | 2,109 | $516K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +116.6% | 2,060 | $504K |
| Intech Investment Management LLC | 0.01% | Add +12.7% | 2,052 | $502K |
| Parallel Advisors, LLC | 0.01% | Add +1.8% | 2,050 | $502K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 2,037 | $499K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -22.9% | 2,029 | $497K |
| Independent Advisor Alliance | 0.02% | Add +2.5% | 2,008 | $492K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 2,000 | $490K |
| Walleye Capital LLC | 0.01% | New | 2,000 | $490K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.3% | 1,959 | $485K |
| Gen-Wealth Partners Inc | 0.23% | — | 1,935 | $474K |
| WESCAP Management Group, Inc. | 0.14% | Reduce -15.3% | 1,905 | $466K |
| Ritholtz Wealth Management | 0.02% | Add +8.1% | 1,898 | $465K |
| Tidal Investments LLC | 0.01% | Reduce -47.3% | 1,898 | $465K |
| Norden Group LLC | 0.09% | Add +1.4% | 1,881 | $461K |
| Whittier Trust Co. | 0.01% | Reduce -2.1% | 1,820 | $446K |
| Inspire Investing, LLC | 0.05% | Add +1.7% | 1,812 | $444K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -6.4% | 1,747 | $428K |
| Choate Investment Advisors | 0.01% | New | 1,742 | $427K |
| Squarepoint Ops LLC | 0.00% | Add +0.1% | 1,741 | $426K |
| Rakuten Investment Management, Inc. | 0.00% | Add +985.5% | 1,726 | $423K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -20.0% | 1,689 | $413K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.6% | 1,702 | $412K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.6% | 1,661 | $407K |
| Teacher Retirement System of Texas | 0.00% | Reduce -94.9% | 1,632 | $400K |
| Global X Japan Co., Ltd. | 0.08% | No change | 1,562 | $395K |
| Summitry LLC | 0.02% | No change | 1,599 | $391K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 1,590 | $389K |
| Concentric Wealth Management, LLC | 0.10% | Reduce -12.0% | 1,580 | $387K |
| KCM Investment Advisors LLC | 0.01% | Reduce -36.7% | 1,580 | $387K |
| Washington Trust Bank | 0.04% | No change | 1,573 | $385K |
| Wulff, Hansen & Co. | 0.38% | No change | 1,564 | $383K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 1,512 | $370K |
| Corient Private Wealth LP | 0.00% | Add +40.9% | 1,470 | $360K |
| Jump Financial, LLC | 0.01% | New | 1,451 | $355K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,343 | $329K |
| Park Avenue Securities LLC | 0.00% | Add +55.7% | 1,325 | $324K |
| Degroof Petercam Asset Management | 0.00% | No change | 1,300 | $318K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +11.8% | 1,279 | $313K |
| CWA Asset Management Group, LLC | 0.02% | Add +25.6% | 1,276 | $312K |
| D. E. Shaw & Co. | 0.00% | Reduce -22.0% | 1,248 | $306K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -14.2% | 1,229 | $301K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.7% | 1,228 | $301K |
| Vestcor Inc | 0.01% | Reduce -74.9% | 1,213 | $297K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.8% | 1,208 | $296K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,200 | $294K |
| Roman Butler Fullerton & Co. | 0.11% | No change | 1,222 | $293K |
| GC Wealth Management RIA, LLC | 0.06% | Add +29.3% | 1,188 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.6% | 1,164 | $285K |
| Cwm, LLC | 0.00% | Add +19.0% | 1,160 | $284K |
| Sienna Gestion | 0.02% | — | 1,158 | $283K |
| Signet Financial Management, LLC | 0.04% | Add +0.7% | 1,154 | $283K |
| Citadel Advisors | 0.00% | Reduce -4.3% | 1,149 | $281K |
| Capstone Investment Advisors, LLC | 0.01% | New | 1,132 | $277K |
| Checchi Capital Advisers, LLC | 0.02% | Add +14.1% | 1,122 | $275K |
| Stephens Inc. | 0.00% | Reduce -1.9% | 1,115 | $273K |
| Horizon Investments, LLC | 0.01% | Add +13.5% | 1,075 | $263K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.9% | 1,042 | $260K |
| Jane Street Group, LLC | 0.00% | Reduce -93.4% | 1,045 | $256K |
| Investment Management Corp of Ontario | 0.01% | Reduce -32.5% | 1,038 | $254K |
| Avantax Planning Partners, Inc. | 0.01% | Add +8.6% | 1,025 | $251K |
| Trust Co. of Vermont | 0.01% | Reduce -0.7% | 1,022 | $250K |
| Sherbrooke Park Advisers LLC | 0.05% | New | 1,006 | $246K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -3.4% | 980 | $240K |
| Profund Advisors LLC | 0.01% | Reduce -15.4% | 969 | $237K |
| Lincoln National Corp. | 0.00% | Add +17.9% | 967 | $237K |
| M&R Capital Management Inc. | 0.06% | Add +4.6% | 962 | $235K |
| First Trust Direct Indexing L.P. | 0.02% | Add +7.2% | 956 | $234K |
| V-Square Quantitative Management LLC | 0.03% | No change | 954 | $234K |
| SVB Wealth LLC | 0.01% | Add +7.6% | 937 | $229K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 933 | $228K |
| Renaissance Group LLC | 0.01% | Add +0.7% | 927 | $227K |
| Glenmede Trust Co. NA | 0.00% | Add +2.2% | 919 | $225K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.9% | 894 | $219K |
| Simplicity Wealth,LLC | 0.01% | New | 894 | $219K |
| NEOS Investment Management LLC | 0.01% | Reduce -1.5% | 894 | $219K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.4% | 883 | $216K |
| Kirtland Hills Capital Management, LLC | 0.18% | — | 835 | $213K |
| Cypress Capital Group | 0.03% | Reduce -12.2% | 862 | $211K |
| Copperwynd Financial, LLC | 0.08% | New | 861 | $211K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 850 | $208K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.6% | 847 | $207K |
| MAI Capital Management | 0.00% | New | 841 | $206K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -16.1% | 841 | $206K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -16.1% | 841 | $206K |
| Greenleaf Trust | 0.00% | New | 841 | $206K |
| WESPAC Advisors, LLC | 0.12% | New | 840 | $206K |
| Conscious Wealth Investments, LLC | 0.15% | No change | 869 | $202K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -0.1% | 823 | $201K |
| Empowered Funds, LLC | 0.00% | New | 822 | $201K |
| Wedbush Securities Inc. | 0.01% | New | 823 | $201K |
| Caldwell Sutter Capital, Inc. | 0.09% | Add +2.8% | 765 | $187K |
| Federated Hermes, Inc. | 0.00% | Add +38.5% | 741 | $181K |
| Allworth Financial LP | 0.00% | Add +4.2% | 714 | $175K |
| Mather Group, Llc. | 0.00% | New | 697 | $173K |
| CI Investments Inc. | 0.00% | Add +20.1% | 693 | $170K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -8.8% | 694 | $170K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +290.2% | 675 | $166K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.5% | 621 | $149K |
| GAMMA Investing LLC | 0.03% | Add +10.3% | 591 | $145K |
| Bessemer Group Inc. | 0.00% | Add +29.6% | 578 | $141K |
| Principal Securities, Inc. | 0.00% | Add +5.9% | 572 | $140K |
| Quadrant Capital Group LLC | 0.01% | Add +5.5% | 542 | $133K |
| North Star Investment Management Corp. | 0.01% | No change | 500 | $122K |
| SYSTM Wealth Solutions LLC | 0.02% | Reduce -6.1% | 489 | $120K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 457 | $113K |
| Signaturefd, LLC | 0.00% | Add +26.0% | 451 | $110K |
| Center for Financial Planning, Inc. | 0.01% | No change | 350 | $86K |
| Walleye Trading LLC | 0.00% | New | 320 | $78K |
| Larson Financial Group LLC | 0.01% | Add +30700.0% | 308 | $75K |
| Alta Advisers Ltd | 0.04% | No change | 300 | $73K |
| Clearstead Trust, LLC | 0.02% | No change | 297 | $73K |
| DT Investment Partners, LLC | 0.01% | No change | 297 | $73K |
| CENTRAL TRUST Co | 0.00% | No change | 295 | $72K |
| Tobam | 0.01% | No change | 241 | $59K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 221 | $51K |
| Private Ocean, LLC | 0.01% | No change | 207 | $51K |
| POM Investment Strategies, LLC | 0.04% | Add +0.5% | 186 | $46K |
| Vima LLC | 0.05% | Add +31.9% | 211 | $44K |
| HM Payson & Co. | 0.00% | No change | 180 | $44K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +4.3% | 171 | $42K |
| CoreCap Advisors, LLC | 0.00% | New | 162 | $40K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.9% | 158 | $39K |
| PSI Advisors, LLC | 0.01% | No change | 159 | $39K |
| Pacific Center for Financial Services | 0.01% | Add +0.7% | 147 | $36K |
| Venturi Wealth Management, LLC | 0.00% | Add +112.3% | 138 | $34K |
| Huntington National Bank | 0.00% | Reduce -33.5% | 135 | $33K |
| State of Wyoming | 0.01% | Add +1.5% | 134 | $33K |
| Lindbrook Capital, LLC | 0.00% | Add +18.2% | 130 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.2% | 126 | $31K |
| Muzinich & Co., Inc. | 0.03% | No change | 116 | $29K |
| Front Row Advisors LLC | 0.01% | New | 116 | $29K |
| Private Trust Co. NA | 0.00% | Add +1683.3% | 107 | $26K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 101 | $25K |
| Ransom Advisory, Ltd | 0.01% | — | 100 | $24K |
| Orion Capital Management LLC | 0.01% | No change | 100 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.0% | 97 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.6% | 95 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +5.9% | 90 | $22K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 90 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 87 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.0% | 81 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -97.2% | 80 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 79 | $19K |
| Smithfield Trust Co | 0.00% | No change | 66 | $16K |
| Quarry LP | 0.01% | Add +158.3% | 62 | $15K |
| Montag A & Associates Inc. | 0.00% | No change | 59 | $15K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 59 | $14K |
| Park Place Capital Corp | 0.01% | No change | 59 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -24.3% | 56 | $14K |
| Aspect Partners, LLC | 0.01% | No change | 55 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +17.0% | 55 | $13K |
| Covestor Ltd | 0.01% | Reduce -1.9% | 52 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $12K |
| TD Private Client Wealth LLC | 0.00% | No change | 49 | $12K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.2% | 44 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 46 | $11K |
| Hilltop National Bank | 0.00% | — | 44 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 44 | $11K |
| Bangor Savings Bank | 0.00% | No change | 42 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 41 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -82.3% | 41 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +1266.7% | 41 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 35 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 37 | $9K |
| GW&K Investment Management, LLC | 0.00% | Add +3.3% | 31 | $8K |
| Grayhawk Investment Strategies Inc. | 0.01% | No change | 30 | $7K |
| Balefire, LLC | 0.00% | New | 30 | $7K |
| IFP Advisors, Inc | 0.00% | Add +12.5% | 27 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 25 | $6K |
| Mechanics Financial Corp | 0.00% | No change | 25 | $6K |
| Raleigh Capital Management Inc. | 0.00% | Add +84.6% | 24 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.3% | 22 | $5K |
| Investors Research Corp | 0.00% | No change | 22 | $5K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 21 | $5K |
| Rogco, LP | 0.00% | Reduce -89.9% | 21 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 20 | $5K |
| Zions Bancorporation, N.A. | 0.00% | No change | 20 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 19 | $5K |
| Crewe Advisors LLC | 0.00% | New | 19 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 19 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $4K |
| UMB Bank, n.a. | 0.00% | No change | 16 | $4K |
| Avior Wealth Management, LLC | 0.00% | Add +433.3% | 16 | $4K |
| Abound Wealth Management | 0.00% | No change | 15 | $4K |
| Red Tortoise LLC | 0.00% | No change | 13 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 12 | $3K |
| Archer Investment Corp | 0.00% | No change | 10 | $2K |
| Globeflex Capital L P | 0.00% | No change | 9 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 6 | $1K |
| Tidemark, LLC | 0.00% | No change | 6 | $1K |
| TFC Financial Management, Inc. | 0.00% | Add +20.0% | 6 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -88.2% | 6 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 5 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 5 | $1K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 5 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 5 | $1K |
| AlphaQuest LLC | 0.00% | New | 5 | $1K |
| FNY Investment Advisers, LLC | 0.00% | Reduce -93.6% | 7 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $980 |
| Arax Advisory Partners | 0.00% | New | 4 | $980 |
| Harbour Investments, Inc. | 0.00% | Reduce -63.6% | 4 | $979 |
| Spire Wealth Management | 0.00% | No change | 4 | $979 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $742 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -40.0% | 3 | $735 |
| Sachetta, LLC | 0.00% | No change | 2 | $501 |
| MCF Advisors LLC | 0.00% | New | 2 | $495 |
| Versant Capital Management, Inc | 0.00% | No change | 2 | $490 |
| WR Wealth Planners, LLC | 0.00% | New | 1 | $245 |
| TD Capital Management LLC | 0.00% | New | 1 | $245 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $245 |
| Bokf, NA | 0.00% | Reduce -50.0% | 1 | $240 |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.