Essex Property TrustESS
13F holders, Q3 2024 (September 30)608holders +28
71new positions
44sold out
7famous investors
$295.58avg. 13F price*
At the end of Q3 2024, 608 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, up 28 from Q2 2024. 71 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.0B) and State Street Corp. ($1.5B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $125.3M |
| Exits | 44 | $125.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,090,049 shares bought and 5,623,455 shares sold, net −1,533,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 608 holders
| Vanguard Group Inc. | 0.05% | Add +0.8% | 10,291,512 | $3.0B |
| BlackRock, Inc. | 0.04% | — | 6,846,607 | $2.0B |
| State Street Corp. | 0.06% | Reduce -2.1% | 5,172,064 | $1.5B |
| Cohen & Steers, Inc. | 2.07% | Reduce -21.9% | 3,929,899 | $1.2B |
| Geode Capital Management, LLC | 0.04% | Add +1.5% | 1,726,072 | $508.4M |
| T. Rowe Price Associates Inc. | 0.06% | Reduce -8.0% | 1,720,764 | $508.4M |
| Norges Bank | 0.07% | Reduce -40.0% | 1,643,388 | $485.5M |
| Principal Financial Group Inc. | 0.23% | Reduce -17.9% | 1,423,513 | $420.5M |
| Massachusetts Financial Services Co. | 0.12% | Add +16.1% | 1,329,516 | $392.8M |
| Legal & General Group Plc | 0.08% | Reduce -1.9% | 970,753 | $286.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.3% | 938,260 | $277.2M |
| FMR LLC | 0.02% | Reduce -10.0% | 864,310 | $255.3M |
| Deutsche Bank AG | 0.10% | Reduce -15.4% | 848,493 | $250.7M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.4% | 776,877 | $229.7M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +6.7% | 754,179 | $222.8M |
| Northern Trust Corp. | 0.04% | Reduce -0.9% | 722,938 | $213.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +732.9% | 719,596 | $212.6M |
| Daiwa Securities Group Inc. | 0.94% | Reduce -31.7% | 684,106 | $202.1M |
| Morgan Stanley | 0.01% | Reduce -11.3% | 652,025 | $192.6M |
| Resolution Capital Ltd | 3.30% | Reduce -10.8% | 650,179 | $192.1M |
| Wellington Management Group LLP | 0.03% | Reduce -2.4% | 642,956 | $189.9M |
| ProShare Advisors LLC | 0.46% | Reduce -15.1% | 628,959 | $185.8M |
| Invesco Ltd. | 0.03% | Add +1.3% | 609,506 | $180.1M |
| Boston Partners | 0.20% | Reduce -22.3% | 571,324 | $168.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -45.0% | 513,153 | $151.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.7% | 500,023 | $147.7M |
| Bank of America Corp. | 0.01% | Add +148.5% | 488,085 | $144.2M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -17.7% | 449,034 | $133.4M |
| Russell Investments Group, Ltd. | 0.19% | Reduce -22.1% | 447,167 | $132.1M |
| Jacobs Levy Equity Management, Inc. | 0.51% | Add +154.7% | 444,391 | $131.3M |
| Citadel Advisors | 0.14% | Add +19517.4% | 442,177 | $130.6M |
| Balyasny Asset Management L.P. | 0.27% | Add +64.0% | 348,073 | $102.8M |
| American Century Companies Inc. | 0.06% | Reduce -0.6% | 325,008 | $96.0M |
| Duff & Phelps Investment Management Co. | 1.05% | Reduce -14.2% | 310,645 | $91.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -20.4% | 308,574 | $91.2M |
| UBS Group AG | 0.02% | Add +31.8% | 286,997 | $84.8M |
| Sei Investments Co. | 0.11% | Reduce -12.9% | 274,753 | $81.2M |
| Macquarie Group Ltd. | 0.08% | Add +281.7% | 245,835 | $72.6M |
| HSBC Holdings PLC | 0.04% | Add +21.7% | 239,093 | $70.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +4.3% | 237,217 | $70.1M |
| Nomura Asset Management Co. Ltd. | 0.20% | Reduce -6.0% | 223,211 | $65.9M |
| Prudential Financial Inc. | 0.09% | Add +60.2% | 216,976 | $64.1M |
| Robeco Institutional Asset Management B.V. | 0.12% | Add +205.4% | 202,552 | $59.8M |
| Swiss National Bank | 0.04% | Add +0.2% | 190,552 | $56.3M |
| California Public Employees Retirement System | 0.04% | Reduce -7.8% | 184,659 | $54.6M |
| CBRE Investment Management Listed Real Assets LLC | 0.86% | Add +29.2% | 182,020 | $53.8M |
| Vest Financial, LLC | 0.97% | Reduce -7.6% | 169,488 | $50.1M |
| Lido Advisors, LLC | 0.38% | Add +0.5% | 169,378 | $50.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +5.0% | 155,798 | $46.0M |
| Barclays PLC | 0.02% | Add +10.8% | 154,194 | $45.6M |
| Royal Bank of Canada | 0.01% | Add +32.0% | 151,593 | $44.8M |
| SG Americas Securities, LLC | 0.16% | Add +371.5% | 144,611 | $42.7M |
| Aberdeen Group plc | 0.08% | Add +4.5% | 140,250 | $41.5M |
| BNP Paribas Financial Markets | 0.04% | Add +83.3% | 136,454 | $40.3M |
| Citigroup Inc. | 0.04% | Add +68.2% | 136,244 | $40.2M |
| State of Tennessee, Department of Treasury | 0.14% | Reduce -2.9% | 134,913 | $39.9M |
| Asset Management One Co., Ltd. | 0.14% | Add +0.4% | 131,901 | $39.0M |
| Rhumbline Advisers | 0.03% | Reduce -3.2% | 128,190 | $37.9M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -7.0% | 127,982 | $37.8M |
| Nippon Life Global Investors Americas, Inc. | 1.57% | No change | 122,830 | $36.6M |
| National Pension Service | 0.03% | Add +20.2% | 121,148 | $35.8M |
| Public Employees Retirement System of Ohio | 0.15% | Add +0.6% | 116,626 | $34.5M |
| APG Asset Management US Inc. | 0.22% | Reduce -8.0% | 108,610 | $31.8M |
| Allianz Asset Management GmbH | 0.05% | Add +66.0% | 105,065 | $31.0M |
| Centersquare Investment Management LLC | 0.28% | Add +6.3% | 99,950 | $29.5M |
| Amundi | 0.01% | Reduce -5.1% | 100,645 | $29.0M |
| California State Teachers Retirement System | 0.03% | Reduce -2.5% | 92,666 | $27.4M |
| Gillson Capital LP | 2.34% | New | 87,000 | $25.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.9% | 86,888 | $25.7M |
| Waterfront Capital Partners, LLC | 4.56% | New | 84,025 | $24.8M |
| Bank of Montreal | 0.01% | Add +1.4% | 82,949 | $24.4M |
| Baird Financial Group, Inc. | 0.04% | Add +0.1% | 77,814 | $23.0M |
| Pictet Asset Management Holding SA | 0.02% | Add +64.4% | 75,334 | $22.3M |
| KBC Group NV | 0.07% | Add +162.7% | 74,841 | $22.1M |
| Heitman Real Estate Securities LLC | 1.19% | Reduce -32.6% | 73,724 | $21.8M |
| Heartland Advisors Inc. | 1.11% | Reduce -8.0% | 71,923 | $21.2M |
| Jane Street Group, LLC | 0.03% | Reduce -41.7% | 69,248 | $20.5M |
| Investure, LLC | 1.35% | No change | 66,000 | $19.5M |
| Qube Research & Technologies Ltd | 0.04% | New | 65,146 | $19.2M |
| Voloridge Investment Management, LLC | 0.07% | Add +4319.2% | 64,255 | $19.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.7% | 63,389 | $18.7M |
| Aew Capital Management L P | 0.80% | Reduce -2.4% | 62,701 | $18.5M |
| Pacific Heights Asset Management LLC | 1.32% | No change | 60,000 | $17.7M |
| American Assets Investment Management, LLC | 1.54% | No change | 59,500 | $17.6M |
| New York State Teachers Retirement System | 0.04% | Add +6.0% | 58,694 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 57,914 | $17.1M |
| Earnest Partners LLC | 0.07% | Add +0.7% | 57,159 | $16.9M |
| State of Wisconsin Investment Board | 0.04% | Add +14.3% | 56,525 | $16.7M |
| Utah Retirement Systems | 0.19% | Add +0.2% | 56,049 | $16.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +73.1% | 55,111 | $16.3M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 54,892 | $16.2M |
| Andra AP-fonden | 0.23% | Add +26.4% | 52,200 | $15.4M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.9% | 50,989 | $15.1M |
| Guggenheim Capital LLC | 0.11% | Add +155.8% | 50,265 | $14.8M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -8.1% | 50,197 | $14.6M |
| Uniplan Investment Counsel, Inc. | 1.28% | Reduce -8.0% | 48,712 | $14.4M |
| Franklin Resources Inc. | 0.00% | Add +7.4% | 48,200 | $14.0M |
| Illinois Municipal Retirement Fund | 0.20% | Add +31.4% | 46,908 | $13.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.3% | 45,899 | $13.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.51% | Reduce -3.3% | 45,093 | $13.3M |
| STRS Ohio | 0.05% | Reduce -10.3% | 45,078 | $13.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -13.7% | 44,183 | $13.1M |
| National Bank of Canada | 0.02% | Add +147.9% | 43,744 | $12.9M |
| State of Alaska, Department of Revenue | 0.14% | Reduce -13.0% | 43,515 | $12.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -23.3% | 43,383 | $12.8M |
| Handelsbanken Fonder AB | 0.05% | Reduce -0.2% | 41,321 | $12.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +10.5% | 39,552 | $11.7M |
| Westwood Holdings Group Inc. | 0.09% | Add +10.8% | 39,434 | $11.6M |
| Resona Asset Management Co.,Ltd. | 0.07% | Reduce -1.7% | 39,274 | $11.6M |
| Quantinno Capital Management LP | 0.15% | Add +36.9% | 38,718 | $11.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -5.0% | 37,896 | $11.2M |
| Voya Investment Management LLC | 0.01% | Add +73.3% | 37,582 | $11.1M |
| Gotham Asset Management | 0.11% | Add +47.6% | 36,430 | $10.8M |
| Yousif Capital Management, LLC | 0.12% | Reduce -5.1% | 36,394 | $10.8M |
| Jump Financial, LLC | 0.22% | Add +2051.9% | 35,442 | $10.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Reduce -1.2% | 35,429 | $10.5M |
| First Trust Advisors LP | 0.01% | Add +353.1% | 35,198 | $10.4M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.8% | 34,434 | $10.2M |
| Lasalle Investment Management Securities LLC | 0.39% | No change | 34,415 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.8% | 34,334 | $10.1M |
| Davis Selected Advisers | 0.06% | Reduce -27.7% | 33,451 | $9.9M |
| Two Sigma Investments, LP | 0.02% | Add +372.6% | 32,174 | $9.5M |
| Royal London Asset Management Ltd. | 0.02% | No change | 31,818 | $9.4M |
| Squarepoint Ops LLC | 0.03% | Add +22.9% | 31,792 | $9.4M |
| Toronto Dominion Bank | 0.02% | Add +1.3% | 31,780 | $9.4M |
| Teacher Retirement System of Texas | 0.04% | Add +2444.9% | 31,761 | $9.4M |
| Leeward Investments, LLC - MA | 0.43% | Reduce -20.6% | 31,391 | $9.3M |
| Susquehanna International Group, LLP | 0.02% | Add +50.0% | 31,313 | $9.3M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 31,145 | $9.2M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -5.4% | 31,064 | $9.2M |
| Danske Bank A/S | 0.03% | Reduce -0.8% | 30,841 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 30,237 | $8.9M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -0.0% | 30,112 | $8.9M |
| APG Asset Management N.V. | 0.06% | Reduce -14.8% | 33,500 | $8.9M |
| Van Eck Associates Corp. | 0.01% | Add +11.8% | 29,236 | $8.8M |
| IFM Investors Pty Ltd | 0.08% | Reduce -0.0% | 29,045 | $8.6M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 28,845 | $8.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +2.3% | 28,334 | $8.4M |
| Perigon Wealth Management, LLC | 0.22% | Add +0.1% | 27,389 | $8.1M |
| Quinn Opportunity Partners LLC | 0.78% | No change | 26,567 | $7.8M |
| Vert Asset Management LLC | 2.65% | Add +1.8% | 26,001 | $7.7M |
| Cibc World Markets Corp. | 0.06% | Add +210.9% | 25,699 | $7.6M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -17.6% | 25,454 | $7.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Reduce -1.0% | 25,145 | $7.4M |
| UniSuper Management Pty Ltd | 0.05% | Add +0.9% | 24,368 | $7.2M |
| Twinbeech Capital LP | 0.14% | New | 24,362 | $7.2M |
| NFJ Investment Group, LLC | 0.21% | Reduce -14.3% | 23,995 | $7.1M |
| Raymond James & Associates | 0.00% | Reduce -9.7% | 23,908 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +57.7% | 23,625 | $7.0M |
| USS Investment Management Ltd | 0.05% | Add +0.1% | 23,408 | $6.9M |
| First Citizens Bank & Trust Co. | 0.15% | Add +69.3% | 23,362 | $6.9M |
| Korea Investment CORP | 0.02% | Add +17.2% | 23,216 | $6.9M |
| Edgestream Partners, L.P. | 0.30% | Add +1306.5% | 22,898 | $6.8M |
| Millennium Management | 0.01% | Reduce -55.0% | 22,732 | $6.7M |
| TD Asset Management Inc | 0.01% | Reduce -0.6% | 21,839 | $6.4M |
| Mizuho Markets Americas LLC | 0.15% | Reduce -20.0% | 20,518 | $6.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 20,415 | $6.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.17% | Add +162.9% | 20,413 | $6.0M |
| Employees Retirement System of Texas | 0.06% | Reduce -8.1% | 19,300 | $5.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | — | 19,118 | $5.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.06% | Add +3.1% | 18,670 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.3% | 18,639 | $5.5M |
| Arizona State Retirement System | 0.03% | Add +4.3% | 18,397 | $5.4M |
| Dean Investment Associates, LLC | 0.73% | Reduce -3.0% | 18,241 | $5.4M |
| Storebrand Asset Management As | 0.02% | Add +1.0% | 17,499 | $5.2M |
| State of Michigan Retirement System | 0.03% | Reduce -0.6% | 17,460 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.1% | 17,397 | $5.1M |
| Zimmer Partners, LP | 0.10% | New | 17,200 | $5.1M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +2.4% | 17,077 | $5.0M |
| New York Life Investment Management LLC | 0.05% | Reduce -9.7% | 17,025 | $5.0M |
| Swedbank AB | 0.01% | Reduce -2.1% | 16,850 | $5.0M |
| Sarasin & Partners LLP | 0.05% | No change | 16,290 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 16,141 | $4.8M |
| Corebridge Financial, Inc. | 0.03% | Reduce -2.8% | 15,940 | $4.7M |
| Loudon Investment Management, LLC | 2.51% | No change | 15,502 | $4.6M |
| AXA S.A. | 0.01% | Add +144.9% | 15,417 | $4.6M |
| Kinloch Capital, LLC | 2.17% | Reduce -3.1% | 15,133 | $4.5M |
| Magnetar Financial LLC | 0.11% | New | 14,329 | $4.2M |
| Metis Global Partners, LLC | 0.13% | Add +18.0% | 14,242 | $4.2M |
| Pensionfund PDN | 1.92% | No change | 14,195 | $4.2M |
| Composition Wealth, LLC | 0.10% | Add +0.1% | 14,111 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +6.1% | 14,011 | $4.1M |
| Carronade Capital Management, LP | 1.20% | No change | 13,665 | $4.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -38.7% | 13,116 | $3.9M |
| Czech National Bank | 0.04% | Add +6.9% | 13,080 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.7% | 12,702 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.7% | 12,662 | $3.7M |
| Westpac Banking Corp. | 0.25% | Reduce -17.5% | 12,651 | $3.7M |
| FIL Ltd | 0.00% | Add +32.2% | 12,627 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -3.5% | 12,597 | $3.7M |
| DNB Asset Management AS | 0.02% | Add +2.2% | 12,589 | $3.7M |
| Aurora Investment Managers, LLC. | 2.36% | Add +10.0% | 12,475 | $3.7M |
| Mariner, LLC | 0.01% | Add +2.4% | 12,407 | $3.7M |
| Fisher Asset Management | 0.00% | Reduce -18.3% | 12,256 | $3.6M |
| Martingale Asset Management L P | 0.08% | New | 12,184 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.26% | Reduce -2.6% | 12,145 | $3.6M |
| Achmea Investment Management B.V. | 0.06% | Add +40.2% | 11,998 | $3.5M |
| Natixis | 0.02% | Add +75.3% | 11,958 | $3.5M |
| Vident Advisory, LLC | 0.09% | Reduce -2.5% | 11,836 | $3.5M |
| Sterling Capital Management LLC | 0.04% | — | 11,557 | $3.4M |
| Forsta Ap-Fonden | 0.03% | Add +16.2% | 11,500 | $3.4M |
| Schroder Investment Management Group | 0.00% | Add +8.5% | 11,478 | $3.4M |
| Public Sector Pension Investment Board | 0.02% | Add +25.0% | 11,238 | $3.3M |
| Montag A & Associates Inc. | 0.16% | Add +18689.8% | 11,086 | $3.3M |
| PGGM Investments | 0.04% | No change | 11,072 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -47.2% | 10,933 | $3.2M |
| Bessemer Group Inc. | 0.01% | Add +2881.8% | 10,824 | $3.2M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +6.9% | 10,793 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.9% | 10,713 | $3.2M |
| Centiva Capital, LP | 0.14% | Add +61.8% | 10,436 | $3.1M |
| Provident Investment Management, Inc. | 0.27% | Reduce -7.6% | 10,324 | $3.0M |
| Tredje AP-fonden | 0.03% | No change | 10,190 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +19.9% | 9,909 | $2.9M |
| Brookfield Corp | 0.02% | Reduce -91.0% | 9,633 | $2.8M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -20.9% | 9,630 | $2.8M |
| AQR Capital Management | 0.00% | Add +83.0% | 9,444 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Add +8.3% | 9,396 | $2.8M |
| Xponance LLC | 0.03% | Reduce -5.9% | 9,341 | $2.8M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -36.5% | 9,263 | $2.7M |
| Quilter Plc | 0.06% | Add +6.1% | 9,231 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.0% | 9,125 | $2.7M |
| Credit Agricole S A | 0.01% | Add +17.6% | 9,063 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 8,881 | $2.6M |
| ING Groep NV | 0.01% | Add +54.2% | 8,587 | $2.5M |
| Bank of Nova Scotia | 0.01% | Add +22.8% | 8,427 | $2.5M |
| Engineers Gate Manager LP | 0.05% | New | 8,415 | $2.5M |
| Mission Creek Capital Partners, Inc. | 0.56% | Add +2.2% | 8,094 | $2.4M |
| M&T Bank Corp | 0.01% | Add +0.3% | 8,040 | $2.4M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.4% | 7,907 | $2.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +1.8% | 7,892 | $2.3M |
| LM Advisors LLC | 0.48% | Reduce -4.0% | 7,866 | $2.3M |
| Diversify Wealth Management, LLC | 0.22% | Add +12.8% | 7,604 | $2.3M |
| Clifford Swan Investment Counsel LLC | 0.08% | Reduce -3.7% | 7,711 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +24.4% | 7,578 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.3% | 7,364 | $2.2M |
| Marex Group Ltd | 0.05% | Reduce -52.1% | 7,348 | $2.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -3.2% | 7,115 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.1% | 6,994 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.7% | 6,892 | $2.0M |
| Gries Financial LLC | 0.38% | Reduce -19.9% | 6,827 | $2.0M |
| Spirit of America Management Corp. | 0.38% | Add +10.1% | 6,536 | $1.9M |
| Cozad Asset Management Inc. | 0.18% | Reduce -16.4% | 6,529 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.5% | 6,502 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 6,404 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 6,302 | $1.9M |
| Creative Planning | 0.00% | Add +2.0% | 6,166 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +2.2% | 5,823 | $1.7M |
| Allstate Corp. | 0.16% | Reduce -28.7% | 5,775 | $1.7M |
| Vinva Investment Management Ltd | 0.07% | Add +108.9% | 5,788 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.9% | 5,703 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.1% | 5,577 | $1.6M |
| Norinchukin Bank, The | 0.04% | Add +6.8% | 5,567 | $1.6M |
| Commerce Bank | 0.01% | Reduce -1.3% | 5,554 | $1.6M |
| Pensionfund Sabic | 0.51% | Reduce -17.8% | 5,550 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 5,523 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 5,514 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 5,450 | $1.6M |
| Azzad Asset Management Inc. | 0.18% | Add +3.0% | 5,356 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 5,289 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.3% | 5,265 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.0% | 5,207 | $1.5M |
| Blackhawk Capital Partners, LLC | 0.80% | Reduce -3.4% | 5,094 | $1.5M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 5,067 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -4.8% | 5,064 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.0% | 5,039 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +8.7% | 4,995 | $1.5M |
| Holocene Advisors, LP | 0.01% | New | 4,928 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -8.1% | 4,815 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +5.1% | 4,720 | $1.4M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.58% | Reduce -14.6% | 4,626 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +0.2% | 4,603 | $1.4M |
| DoubleLine ETF Adviser LP | 0.33% | New | 4,586 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +40.4% | 4,554 | $1.3M |
| Candriam S.C.A. | 0.01% | Add +11.5% | 4,553 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -7.6% | 4,473 | $1.3M |
| Oak Thistle LLC | 0.43% | Add +25.5% | 4,457 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +54.9% | 4,425 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 4,415 | $1.3M |
| Nordea Investment Management AB | 0.00% | No change | 4,381 | $1.3M |
| Camelot Portfolios, LLC | 1.25% | Reduce -32.8% | 4,308 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | Reduce -15.8% | 4,164 | $1.2M |
| Ethic Inc. | 0.03% | Reduce -3.7% | 4,967 | $1.2M |
| Naviter Wealth, LLC | 0.17% | Reduce -5.5% | 4,056 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -2.3% | 4,077 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.52% | Add +0.0% | 4,070 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.2% | 4,069 | $1.2M |
| Ostrum Asset Management | 0.10% | Add +1.3% | 4,055 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +74.7% | 4,019 | $1.2M |
| Osterweis Capital Management Inc. | 0.07% | Reduce -1.4% | 4,000 | $1.2M |
| Ossiam | 0.02% | Reduce -18.6% | 3,948 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -39.8% | 3,934 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 3,927 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 3,847 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 3,814 | $1.1M |
| Crawford Investment Counsel Inc. | 0.02% | Reduce -20.8% | 3,733 | $1.1M |
| Paradigm Asset Management Co. LLC | 0.29% | No change | 3,700 | $1.1M |
| Virtu Financial LLC | 0.06% | Add +25.2% | 3,662 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -26.9% | 3,647 | $1.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +33.1% | 3,639 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | No change | 3,600 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.7% | 3,582 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +47.0% | 3,516 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -4.4% | 3,482 | $1.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 3,442 | $1.0M |
| Vanderbilt University | 0.19% | Reduce -4.3% | 3,434 | $1.0M |
| Aster Capital Management (DIFC) Ltd | 0.22% | — | 3,433 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.8% | 3,422 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | New | 3,398 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -7.7% | 3,313 | $979K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -50.0% | 3,303 | $976K |
| Tidal Investments LLC | 0.01% | Add +99.9% | 3,297 | $974K |
| Federated Hermes, Inc. | 0.00% | Add +30.8% | 3,272 | $967K |
| Horst & Graben Wealth Management LLC | 0.17% | No change | 3,220 | $951K |
| MQS Management LLC | 0.52% | Reduce -26.4% | 3,154 | $932K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.1% | 3,100 | $916K |
| Townsquare Capital LLC | 0.01% | Add +17.9% | 3,086 | $912K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.1% | 3,070 | $907K |
| Laurion Capital Management LP | 0.06% | New | 3,024 | $893K |
| MML Investors Services, LLC | 0.00% | Add +1.9% | 3,024 | $893K |
| Atria Investments, Inc | 0.01% | Reduce -16.0% | 2,986 | $882K |
| Machina Capital S.A.S. | 0.34% | New | 2,911 | $860K |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 2,899 | $856K |
| Fox Run Management, L.L.C. | 0.19% | Reduce -24.6% | 2,888 | $853K |
| Sigma Planning Corp | 0.03% | Reduce -1.4% | 2,843 | $840K |
| Ascentis Independent Advisors | 0.13% | New | 2,824 | $834K |
| Sanctuary Advisors, LLC | 0.01% | Add +92.2% | 2,710 | $828K |
| Sound Financial Strategies Group, LLC | 0.64% | Reduce -7.6% | 2,690 | $795K |
| Penserra Capital Management LLC | 0.02% | Reduce -2.0% | 2,646 | $780K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.1% | 2,598 | $768K |
| Jupiter Asset Management Ltd. | 0.01% | New | 2,587 | $764K |
| RB Capital Management, LLC | 0.19% | Reduce -0.8% | 2,542 | $751K |
| XTX Topco Ltd | 0.05% | New | 2,482 | $733K |
| Tudor Investment Corporation | 0.01% | New | 2,476 | $731K |
| Aviva PLC | 0.00% | Reduce -0.5% | 2,463 | $728K |
| Entropy Technologies, LP | 0.08% | New | 2,442 | $721K |
| HRT Financial LP | 0.00% | Reduce -47.2% | 2,440 | $720K |
| Dark Forest Capital Management LP | 0.09% | New | 2,421 | $715K |
| BBJS Financial Advisors, LLC | 0.25% | Reduce -1.7% | 2,365 | $699K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 2,293 | $677K |
| GC Wealth Management RIA, LLC | 0.12% | Add +14.4% | 2,290 | $677K |
| Bailard, Inc. | 0.02% | No change | 2,289 | $676K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -13.6% | 2,283 | $674K |
| Qtron Investments LLC | 0.09% | New | 2,268 | $670K |
| SlateStone Wealth, LLC | 0.06% | No change | 2,260 | $668K |
| Tiaa Trust, National Association | 0.00% | Add +0.7% | 2,260 | $668K |
| Quarry LP | 0.21% | Add +153.2% | 2,228 | $658K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 2,185 | $645K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -49.0% | 2,185 | $645K |
| Claro Advisors Inc. | 0.08% | Add +1.0% | 2,181 | $644K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.4% | 2,147 | $635K |
| Investment Management Corp of Ontario | 0.01% | Add +48.7% | 2,138 | $632K |
| Parallel Advisors, LLC | 0.01% | Add +3.7% | 2,132 | $630K |
| Unigestion Holding SA | 0.03% | New | 2,124 | $627K |
| Agf Management Ltd. | 0.00% | Reduce -1.8% | 2,108 | $623K |
| Adelante Capital Management LLC | 0.04% | Reduce -54.1% | 2,099 | $620K |
| iA Global Asset Management Inc. | 0.01% | Reduce -0.2% | 2,098 | $620K |
| Cibc World Market Inc. | 0.00% | Add +63.8% | 2,096 | $619K |
| Panagora Asset Management Inc. | 0.00% | Reduce -35.0% | 2,078 | $614K |
| Ascentis Wealth Management, LLC | 0.23% | — | 2,050 | $606K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +4.2% | 2,045 | $604K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.5% | 2,034 | $601K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 2,000 | $591K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.2% | 1,950 | $576K |
| World Investment Advisors | 0.02% | New | 1,948 | $575K |
| Independent Advisor Alliance | 0.02% | Reduce -3.4% | 1,925 | $569K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -8.2% | 1,901 | $562K |
| Gen-Wealth Partners Inc | 0.24% | Reduce -10.2% | 1,907 | $561K |
| First Trust Direct Indexing L.P. | 0.03% | Add +64.4% | 1,873 | $553K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.0% | 1,852 | $547K |
| Quadrature Capital Ltd | 0.01% | New | 1,832 | $541K |
| GTS Securities LLC | 0.01% | New | 1,830 | $541K |
| Ritholtz Wealth Management | 0.02% | Reduce -4.1% | 1,828 | $540K |
| Profund Advisors LLC | 0.02% | Add +80.8% | 1,799 | $531K |
| Scientech Research LLC | 0.10% | Reduce -23.2% | 1,739 | $514K |
| United Capital Financial Advisors, LLC | 0.00% | Add +6.8% | 1,731 | $511K |
| Whittier Trust Co. | 0.01% | Reduce -1.6% | 1,710 | $505K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -1.0% | 1,655 | $503K |
| Two Sigma Advisers, LP | 0.00% | Add +13.3% | 1,700 | $502K |
| Plato Investment Management Ltd | 0.04% | No change | 1,673 | $494K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -47.5% | 1,658 | $490K |
| Contravisory Investment Management, Inc. | 0.10% | New | 1,653 | $488K |
| Stableford Capital II LLC | 0.19% | New | 1,686 | $486K |
| Concentric Wealth Management, LLC | 0.12% | Add +0.8% | 1,607 | $475K |
| Summitry LLC | 0.02% | No change | 1,599 | $472K |
| CPC Advisors, LLC | 0.07% | New | 1,592 | $470K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 1,590 | $470K |
| Washington Trust Bank | 0.04% | No change | 1,573 | $465K |
| Wulff, Hansen & Co. | 0.42% | No change | 1,564 | $462K |
| Choreo, LLC | 0.01% | Add +10.6% | 1,501 | $443K |
| Corient Private Wealth LP | 0.00% | Reduce -7.6% | 1,496 | $442K |
| Global X Japan Co., Ltd. | 0.06% | Reduce -15.8% | 1,475 | $436K |
| Captrust Financial Advisors | 0.00% | Add +3.6% | 1,461 | $432K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,343 | $397K |
| Sienna Gestion | 0.03% | No change | 1,303 | $384K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.0% | 1,291 | $381K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +0.4% | 1,289 | $381K |
| KCM Investment Advisors LLC | 0.01% | Reduce -3.8% | 1,280 | $378K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.8% | 1,239 | $366K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 1,229 | $363K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 1,229 | $363K |
| Vestcor Inc | 0.01% | Reduce -81.8% | 1,213 | $358K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,200 | $355K |
| Norden Group LLC | 0.04% | Add +4.7% | 1,197 | $354K |
| Cwm, LLC | 0.00% | Reduce -24.4% | 1,196 | $353K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.6% | 1,194 | $353K |
| Empowered Funds, LLC | 0.01% | Add +36.9% | 1,157 | $342K |
| Trivium Point Advisory, LLC | 0.05% | Add +19.5% | 1,099 | $338K |
| Revisor Wealth Management LLC | 0.20% | Reduce -5.6% | 1,099 | $325K |
| GAMMA Investing LLC | 0.03% | Add +20.9% | 1,097 | $324K |
| MBB Public Markets I LLC | 0.03% | Reduce -76.0% | 1,080 | $319K |
| Coldstream Capital Management Inc. | 0.01% | Add +15.6% | 1,074 | $319K |
| Aaron Wealth Advisors LLC | 0.04% | New | 1,068 | $316K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +311.3% | 1,057 | $314K |
| M&R Capital Management Inc. | 0.07% | Add +1.1% | 1,025 | $303K |
| WESCAP Management Group, Inc. | 0.07% | Reduce -46.8% | 1,014 | $300K |
| Avantax Planning Partners, Inc. | 0.01% | Add +3.8% | 1,014 | $300K |
| Stephens Inc. | 0.00% | Reduce -5.4% | 997 | $295K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.9% | 988 | $292K |
| NewEdge Wealth, LLC | 0.01% | Add +0.7% | 984 | $291K |
| Delta Investment Management, LLC | 0.06% | Reduce -36.7% | 980 | $290K |
| Roman Butler Fullerton & Co. | 0.09% | No change | 982 | $287K |
| Trust Co. of Vermont | 0.01% | Reduce -4.9% | 972 | $287K |
| International Assets Investment Management, LLC | 0.02% | New | 967 | $286K |
| Sherbrooke Park Advisers LLC | 0.07% | Add +2.4% | 965 | $285K |
| Inspire Investing, LLC | 0.03% | Reduce -1.1% | 965 | $285K |
| Glenmede Trust Co. NA | 0.00% | Add +1.6% | 959 | $283K |
| Renaissance Group LLC | 0.01% | No change | 958 | $283K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 952 | $281K |
| Savant Capital, LLC | 0.00% | Reduce -0.8% | 938 | $277K |
| Bleakley Financial Group, LLC | 0.01% | Add +6.5% | 936 | $277K |
| Paloma Partners Management Co | 0.02% | New | 930 | $275K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -11.0% | 928 | $274K |
| Two Sigma Securities, LLC | 0.02% | New | 904 | $267K |
| Greenleaf Trust | 0.00% | Add +1.2% | 902 | $266K |
| V-Square Quantitative Management LLC | 0.04% | Add +15.0% | 898 | $265K |
| NEOS Investment Management LLC | 0.01% | No change | 894 | $264K |
| Conscious Wealth Investments, LLC | 0.18% | No change | 869 | $261K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.7% | 882 | $261K |
| Horizon Investments, LLC | 0.01% | Reduce -18.0% | 880 | $260K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -0.5% | 873 | $258K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -1.3% | 889 | $256K |
| Wealthspire Advisors, LLC | 0.00% | New | 862 | $255K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.1% | 852 | $252K |
| Man Group plc | 0.00% | New | 848 | $251K |
| Kirtland Hills Capital Management, LLC | 0.14% | Add +0.2% | 837 | $247K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.5% | 798 | $241K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -1.1% | 814 | $240K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 800 | $236K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.4% | 793 | $234K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 793 | $234K |
| Phoenix Financial Ltd. | 0.00% | New | 790 | $234K |
| Copperwynd Financial, LLC | 0.07% | Reduce -4.6% | 788 | $233K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 786 | $232K |
| Mather Group, Llc. | 0.00% | Add +7.4% | 781 | $231K |
| Prudential PLC | 0.00% | No change | 778 | $230K |
| Legacy Wealth Asset Management, LLC | 0.06% | Add +4.7% | 775 | $229K |
| Schnieders Capital Management LLC | 0.04% | Add +1.6% | 769 | $227K |
| CI Investments Inc. | 0.00% | Add +11.1% | 764 | $226K |
| CWA Asset Management Group, LLC | 0.01% | — | 765 | $226K |
| Blue Trust, Inc. | 0.00% | Add +168.6% | 830 | $226K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.8% | 758 | $226K |
| American State Bank (Iowa) | 0.13% | No change | 748 | $221K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 735 | $217K |
| Allworth Financial LP | 0.00% | Add +1.7% | 726 | $214K |
| Allie Family Office LLC | 0.11% | New | 712 | $210K |
| Kathmere Capital Management, LLC | 0.02% | New | 710 | $210K |
| AlphaQuest LLC | 0.02% | New | 710 | $210K |
| Siemens Fonds Invest GmbH | 0.02% | New | 702 | $207K |
| Code Waechter LLC | 0.20% | — | 700 | $207K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -17.6% | 700 | $207K |
| Snowden Capital Advisors LLC | 0.01% | New | 688 | $205K |
| American Investment Services, Inc. | 0.03% | New | 692 | $204K |
| Compound Planning, Inc. | 0.01% | New | 690 | $204K |
| ORG Partners LLC | 0.03% | Reduce -74.8% | 686 | $203K |
| Liberty Wealth Management LLC | 0.03% | New | 681 | $201K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -20.1% | 680 | $201K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -5.3% | 678 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.3% | 650 | $192K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.4% | 543 | $160K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +12.1% | 539 | $159K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +596.1% | 536 | $158K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +66.7% | 500 | $148K |
| North Star Investment Management Corp. | 0.01% | No change | 500 | $148K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +151.8% | 486 | $144K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1247.2% | 485 | $143K |
| Optiver Holding B.V. | 0.00% | New | 479 | $142K |
| Principal Securities, Inc. | 0.00% | Reduce -3.5% | 474 | $140K |
| Simplex Trading, LLC | 0.00% | Add +10.4% | 476 | $140K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 439 | $131K |
| Signaturefd, LLC | 0.00% | Add +6.5% | 410 | $121K |
| Versant Capital Management, Inc | 0.02% | Add +20.5% | 365 | $108K |
| Center for Financial Planning, Inc. | 0.01% | No change | 350 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Add +16050.0% | 323 | $95K |
| Venturi Wealth Management, LLC | 0.00% | Add +11.3% | 314 | $93K |
| CoreCap Advisors, LLC | 0.00% | New | 310 | $91K |
| Planned Solutions, Inc. | 0.04% | New | 305 | $90K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 304 | $90K |
| Sentry Investment Management LLC | 0.04% | New | 302 | $89K |
| Clearstead Trust, LLC | 0.02% | No change | 297 | $88K |
| DT Investment Partners, LLC | 0.01% | No change | 297 | $88K |
| Alpine Bank Wealth Management | 0.01% | — | 267 | $79K |
| Continuum Advisory, LLC | 0.01% | Add +104.5% | 225 | $68K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 221 | $65K |
| Smartleaf Asset Management LLC | 0.01% | Add +352.1% | 217 | $64K |
| Pacific Center for Financial Services | 0.02% | Reduce -7.7% | 216 | $64K |
| Ridgewood Investments LLC | 0.03% | Reduce -11.5% | 215 | $64K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -50.0% | 200 | $59K |
| Cromwell Holdings LLC | 0.04% | No change | 196 | $58K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.3% | 195 | $58K |
| POM Investment Strategies, LLC | 0.04% | Add +1.1% | 190 | $56K |
| Global Retirement Partners, LLC | 0.00% | Add +111.2% | 188 | $56K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 180 | $53K |
| HM Payson & Co. | 0.00% | No change | 180 | $53K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +0.6% | 175 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 169 | $50K |
| State of Wyoming | 0.01% | Reduce -81.3% | 162 | $48K |
| Huntington National Bank | 0.00% | Add +10.2% | 162 | $48K |
| PSI Advisors, LLC | 0.01% | No change | 159 | $47K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 150 | $44K |
| Brooklyn Investment Group | 0.01% | New | 132 | $39K |
| Tobam | 0.01% | Add +32.3% | 127 | $38K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 125 | $37K |
| Muzinich & Co., Inc. | 0.03% | No change | 116 | $34K |
| Dynamic Wealth Strategies, LLC | 0.03% | Add +103.6% | 114 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +15.3% | 113 | $33K |
| UMB Bank, n.a. | 0.00% | No change | 112 | $33K |
| Lindbrook Capital, LLC | 0.00% | Reduce -13.6% | 108 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -36.0% | 103 | $30K |
| Private Trust Co. NA | 0.00% | Reduce -3.7% | 103 | $30K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 101 | $30K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $30K |
| Assetmark, Inc. | 0.00% | Add +2400.0% | 100 | $30K |
| Arax Advisory Partners | 0.00% | Add +361.9% | 97 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 97 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -2.1% | 92 | $27K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 81 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +151.8% | 68 | $20K |
| Smithfield Trust Co | 0.00% | No change | 66 | $19K |
| Larson Financial Group LLC | 0.00% | Add +6100.0% | 62 | $18K |
| Catalyst Capital Advisors LLC | 0.00% | New | 60 | $18K |
| Park Place Capital Corp | 0.01% | No change | 59 | $17K |
| Twin Tree Management, LP | 0.00% | New | 57 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +37.8% | 51 | $15K |
| Covestor Ltd | 0.01% | Reduce -5.8% | 49 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 46 | $14K |
| TD Private Client Wealth LLC | 0.00% | Add +7.1% | 45 | $13K |
| Hilltop National Bank | 0.00% | No change | 44 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 44 | $13K |
| Aspect Partners, LLC | 0.01% | Reduce -23.6% | 42 | $12K |
| Bangor Savings Bank | 0.00% | No change | 42 | $12K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 39 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 38 | $11K |
| GW&K Investment Management, LLC | 0.00% | Add +2.9% | 36 | $11K |
| Lazard Asset Management LLC | 0.00% | Reduce -91.4% | 39 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 37 | $11K |
| Meeder Asset Management Inc. | 0.00% | No change | 37 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | New | 36 | $11K |
| Grayhawk Investment Strategies Inc. | 0.01% | No change | 30 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 30 | $9K |
| CVA Family Office, LLC | 0.00% | Add +42.1% | 27 | $8K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -7.1% | 26 | $8K |
| Manchester Capital Management LLC | 0.00% | No change | 25 | $7K |
| MV Capital Management, Inc. | 0.00% | Reduce -4.2% | 23 | $7K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 22 | $7K |
| Earned Wealth Advisors, LLC | 0.00% | New | 22 | $6K |
| Investors Research Corp | 0.00% | No change | 22 | $6K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 22 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 19 | $6K |
| Globeflex Capital L P | 0.00% | Add +100.0% | 18 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 17 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $5K |
| FNY Investment Advisers, LLC | 0.00% | No change | 17 | $5K |
| Leonteq Securities AG | 0.00% | No change | 16 | $5K |
| Abound Wealth Management | 0.00% | No change | 15 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 15 | $4K |
| Red Tortoise LLC | 0.00% | No change | 13 | $4K |
| Kozak & Associates, Inc. | 0.00% | New | 12 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 12 | $4K |
| Archer Investment Corp | 0.00% | No change | 10 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +80.0% | 9 | $3K |
| Reston Wealth Management LLC | 0.00% | New | 9 | $3K |
| Grove Bank & Trust | 0.00% | New | 9 | $3K |
| Zions Bancorporation, N.A. | 0.00% | No change | 9 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Hemington Wealth Management | 0.00% | New | 10 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 6 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 5 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $1K |
| Harbour Investments, Inc. | 0.00% | Add +25.0% | 5 | $1K |
| Sachetta, LLC | 0.00% | No change | 4 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -50.0% | 4 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -33.3% | 4 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $894 |
| MCF Advisors LLC | 0.00% | No change | 2 | $596 |
| AdvisorNet Financial, Inc | 0.00% | New | 2 | $591 |
| Heritage Wealth Advisors | 0.00% | New | 2 | $591 |
| Spire Wealth Management | 0.00% | No change | 2 | $591 |
| TD Capital Management LLC | 0.00% | No change | 1 | $301 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $298 |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -80.0% | 1 | $298 |
| First Personal Financial Services | 0.00% | New | 1 | $296 |
| Colonial Trust Co / SC | 0.00% | New | 1 | $295 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $293 |
| Bokf, NA | 0.00% | No change | 1 | $290 |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.