Essex Property TrustESS

13F holders, Q1 2025 (March 31)
625holders −4
68new positions
77sold out
7famous investors
$296.02avg. 13F price*

At the end of Q1 2025, 625 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 4 from Q4 2024. 68 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.1B) and State Street Corp. ($1.6B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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

0200400600800 Q1 2024: 543Q1 2024Q2 2024: 580Q2 2024Q3 2024: 608Q3 2024Q4 2024: 629Q4 2024Q1 2025: 625Q1 2025Q2 2025: 617Q2 2025Q3 2025: 608Q3 2025Q4 2025: 619Q4 2025Q1 2026: 611Q1 2026Q2 2026: 633Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions68$110.9M
Exits77$287.2M

All 13F filers, Q4 2024 → Q1 2025: 6,926,202 shares bought and 3,532,203 shares sold, net +3,393,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 625 holders

Vanguard Group Inc. 0.06% Add +0.8% 10,440,274 $3.2B
BlackRock, Inc. 0.04% Reduce -2.7% 6,824,786 $2.1B
State Street Corp. 0.07% Add +0.9% 5,258,363 $1.6B
Cohen & Steers, Inc. 2.42% Add +12.2% 4,273,228 $1.3B
T. Rowe Price Associates Inc. 0.10% Add +66.5% 2,746,242 $841.9M
Geode Capital Management, LLC 0.04% Add +2.5% 1,801,442 $550.7M
Principal Financial Group Inc. 0.25% Reduce -0.9% 1,481,375 $454.1M
Northern Trust Corp. 0.06% Add +10.6% 1,247,133 $382.3M
Massachusetts Financial Services Co. 0.13% Reduce -1.4% 1,242,310 $380.9M
Legal & General Group Plc 0.08% Add +3.6% 948,795 $290.9M
Dimensional Fund Advisors LP 0.07% Reduce -2.0% 938,224 $287.6M
Ameriprise Financial Inc. 0.07% Add +6.6% 854,606 $261.2M
Norges Bank 0.04% Reduce -49.5% 834,597 $255.9M
Resolution Capital Ltd 4.91% Add +59.0% 821,968 $252.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +1.9% 793,115 $243.1M
Charles Schwab Investment Management Inc. 0.04% Add +0.7% 778,148 $238.6M
Invesco Ltd. 0.04% Reduce -0.8% 727,235 $222.9M
JPMorgan Chase & Co. 0.02% Add +65.1% 725,896 $222.5M
Daiwa Securities Group Inc. 0.93% Add +6.5% 712,600 $218.5M
Morgan Stanley 0.02% Add +1.8% 687,348 $210.7M
Boston Partners 0.25% Add +10.4% 671,191 $205.7M
Wellington Management Group LLP 0.04% Add +7.4% 657,379 $201.5M
ProShare Advisors LLC 0.43% Reduce -0.9% 627,153 $192.3M
Deutsche Bank AG 0.08% Add +46.0% 624,031 $191.3M
FMR LLC 0.01% Reduce -4.8% 584,752 $179.3M
Jacobs Levy Equity Management, Inc. 0.66% Add +0.3% 543,397 $166.6M
Prudential Financial Inc. 0.21% Add +128.9% 483,046 $148.1M
Bank of New York Mellon Corp 0.03% Add +1.5% 452,509 $138.7M
Goldman Sachs Group Inc. 0.02% Reduce -3.8% 368,207 $112.9M
Russell Investments Group, Ltd. 0.15% Add +12.3% 358,586 $109.9M
American Century Companies Inc. 0.07% Reduce -3.0% 357,773 $109.7M
Sei Investments Co. 0.12% Add +16.0% 299,363 $91.8M
Nuveen, LLC 0.03% — 296,877 $91.0M
Duff & Phelps Investment Management Co. 1.05% Reduce -0.2% 291,470 $89.4M
UBS Group AG 0.02% Add +16.4% 267,869 $82.1M
HSBC Holdings PLC 0.05% Add +6.7% 249,279 $76.4M
Nomura Asset Management Co. Ltd. 0.23% Add +4.4% 243,045 $74.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +2.1% 238,859 $73.2M
Schroder Investment Management Group 0.06% Add +2.7% 202,781 $61.5M
Vest Financial, LLC 0.94% Add +4.9% 197,251 $60.5M
Macquarie Group Ltd. 0.07% Reduce -4.5% 196,128 $60.1M
Aberdeen Group plc 0.12% Add +38.4% 192,941 $59.0M
California Public Employees Retirement System 0.04% Add +1.1% 189,440 $58.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Add +59.0% 189,362 $58.1M
Bank of America Corp. 0.01% Add +3.8% 188,254 $57.7M
Swiss National Bank 0.04% Reduce -0.1% 181,252 $55.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.5% 174,727 $53.6M
Lido Advisors, LLC 0.31% Add +0.2% 169,857 $52.5M
Royal Bank of Canada 0.01% Reduce -3.6% 169,044 $51.8M
KBC Group NV 0.16% Reduce -27.2% 164,331 $50.4M
Marshall Wace, LLP 0.07% Add +30.4% 163,086 $50.0M
Hudson Bay Capital Management LP 0.36% Add +132.7% 158,359 $48.5M
CANADA LIFE ASSURANCE Co 0.08% Add +4.6% 143,363 $44.0M
Rhumbline Advisers 0.04% Add +7.7% 136,660 $41.9M
Asset Management One Co., Ltd. 0.14% Add +1.2% 133,886 $41.0M
CBRE Investment Management Listed Real Assets LLC 0.62% Reduce -6.3% 131,098 $40.2M
BNP Paribas Financial Markets 0.03% Add +9.9% 130,631 $40.0M
Landmark Investment Partners, L.P. 12.46% Add +46.8% 129,848 $39.8M
Allianz Asset Management GmbH 0.06% Reduce -14.2% 128,039 $39.3M
State of Tennessee, Department of Treasury 0.15% Reduce -0.3% 126,274 $38.7M
Point72 Asset Management 0.11% New 124,647 $38.2M
Barclays PLC 0.02% Add +6.2% 124,023 $38.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.28% — 123,970 $38.0M
National Pension Service 0.04% Add +8.1% 123,707 $37.9M
APG Asset Management US Inc. 0.27% Add +41.6% 117,251 $35.8M
Public Employees Retirement System of Ohio 0.12% Reduce -2.6% 111,475 $34.2M
California State Teachers Retirement System 0.04% Add +0.3% 101,124 $31.0M
Citigroup Inc. 0.02% Reduce -33.7% 97,104 $29.8M
Lighthouse Investment Partners, LLC 1.35% New 96,366 $29.5M
Amundi 0.01% Add +1.8% 100,209 $29.5M
Quantinno Capital Management LP 0.18% Add +70.0% 90,237 $27.7M
Centersquare Investment Management LLC 0.28% Reduce -11.5% 88,598 $27.2M
Alliancebernstein L.P. 0.01% Add +0.1% 84,490 $25.9M
Adage Capital Partners Gp, L.L.C. 0.05% Add +140.9% 84,332 $25.9M
Millennium Management 0.03% Add +37.7% 81,952 $25.1M
Baird Financial Group, Inc. 0.05% Add +1.9% 80,654 $24.7M
Gillson Capital LP 2.03% Add +18.7% 77,695 $23.8M
Voloridge Investment Management, LLC 0.09% Add +12.6% 77,251 $23.7M
Korea Investment CORP 0.06% Add +26.7% 75,510 $23.1M
Schonfeld Strategic Advisors LLC 0.15% Add +25.3% 73,725 $22.6M
STRS Ohio 0.09% Add +50.3% 73,718 $22.6M
Investure, LLC 1.48% No change 73,031 $22.4M
Andra AP-fonden 0.36% Add +17.6% 72,200 $22.1M
Pictet Asset Management Holding SA 0.02% Reduce -10.2% 69,267 $21.2M
Robeco Institutional Asset Management B.V. 0.04% Reduce -62.1% 69,223 $21.2M
Sophron Capital Management L.P. 6.68% Add +23.7% 64,044 $19.6M
AQR Capital Management 0.02% Add +834.0% 62,954 $19.3M
Aew Capital Management L P 0.91% Add +1.7% 60,781 $18.6M
APG Asset Management N.V. 0.06% Reduce -5.1% 65,000 $18.4M
Pacific Heights Asset Management LLC 1.25% No change 60,000 $18.4M
American Assets Investment Management, LLC 1.60% No change 59,500 $18.2M
National Bank of Canada 0.02% Add +44.8% 59,491 $18.2M
State Board of Administration of Florida Retirement System 0.04% Add +2.0% 59,238 $18.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +12.7% 58,314 $17.9M
Utah Retirement Systems 0.20% No change 56,049 $17.2M
Uniplan Investment Counsel, Inc. 1.72% Add +17.2% 55,866 $17.1M
Handelsbanken Fonder AB 0.07% Reduce -2.0% 55,777 $17.1M
New York State Teachers Retirement System 0.04% Reduce -0.9% 55,568 $17.0M
Gotham Asset Management 0.14% Reduce -2.9% 53,084 $16.3M
Franklin Resources Inc. 0.00% Reduce -20.0% 52,588 $16.1M
Earnest Partners LLC 0.08% Reduce -0.6% 51,506 $15.8M
State of Wisconsin Investment Board 0.04% Add +4.6% 51,151 $15.7M
Retirement Systems of Alabama 0.06% Reduce -0.5% 50,796 $15.6M
Envestnet Asset Management Inc. 0.01% Reduce -2.2% 50,389 $15.4M
Wells Fargo & Company 0.00% Reduce -4.7% 47,766 $14.6M
DekaBank Deutsche Girozentrale 0.03% Reduce -6.2% 47,068 $14.2M
New York State Common Retirement Fund 0.02% Add +5.9% 45,083 $13.8M
Resona Asset Management Co.,Ltd. 0.08% Add +9.3% 44,806 $13.7M
D. E. Shaw & Co. 0.02% Add +174.7% 44,047 $13.5M
Manufacturers Life Insurance Company, The 0.01% Add +2.6% 43,233 $13.3M
Bank of Montreal 0.01% Reduce -22.0% 41,476 $12.7M
Canada Pension Plan Investment Board 0.01% Add +1165.6% 40,500 $12.4M
Royal London Asset Management Ltd. 0.03% Add +9.2% 39,047 $12.0M
Heartland Advisors Inc. 0.68% Reduce -44.2% 38,771 $11.9M
State of Alaska, Department of Revenue 0.13% Add +1.6% 38,717 $11.9M
Masterton Capital Management, LP 8.09% Add +1026.7% 165,624 $11.9M
Teacher Retirement System of Texas 0.05% Reduce -6.1% 38,652 $11.8M
Victory Capital Management Inc. 0.01% Add +5.1% 38,615 $11.8M
Voya Investment Management LLC 0.01% Add +3.7% 37,011 $11.3M
Thrivent Financial for Lutherans 0.03% Reduce -0.1% 36,730 $11.3M
Illinois Municipal Retirement Fund 0.16% No change 36,369 $11.1M
Heitman Real Estate Securities LLC 0.71% Add +14.2% 35,776 $11.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +3.0% 35,464 $10.9M
Yousif Capital Management, LLC 0.12% Reduce -0.5% 34,660 $10.6M
Westwood Holdings Group Inc. 0.08% Add +0.2% 34,649 $10.6M
Ensign Peak Advisors, Inc 0.02% Reduce -7.7% 34,603 $10.6M
Lasalle Investment Management Securities LLC 0.46% No change 34,415 $10.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.1% 33,705 $10.3M
LPL Financial LLC 0.00% Add +3.2% 33,425 $10.2M
Meiji Yasuda Asset Management Co Ltd. 0.40% Reduce -27.6% 32,724 $10.0M
ExodusPoint Capital Management, LP 0.13% Reduce -74.5% 32,565 $10.0M
Danske Bank A/S 0.03% Reduce -18.5% 31,984 $9.8M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -10.9% 31,345 $9.6M
Toronto Dominion Bank 0.02% Reduce -9.5% 31,080 $9.5M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.7% 30,607 $9.4M
Van Eck Associates Corp. 0.01% Add +4.1% 30,296 $9.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.27% Add +56.2% 30,022 $9.2M
Vert Asset Management LLC 3.15% Add +5.5% 29,940 $9.2M
Achmea Investment Management B.V. 0.13% Add +39.4% 29,772 $9.1M
Leeward Investments, LLC - MA 0.48% Reduce -3.4% 29,316 $9.0M
Treasurer of the State of North Carolina 0.04% Add +2.8% 29,208 $9.0M
Stifel Financial Corp. 0.01% Reduce -2.6% 28,762 $8.8M
Davis Selected Advisers 0.05% Reduce -16.6% 27,731 $8.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -4.4% 27,685 $8.5M
Perigon Wealth Management, LLC 0.22% Add +0.2% 27,442 $8.4M
Raymond James Financial Inc. 0.00% Add +9.7% 26,997 $8.3M
UniSuper Management Pty Ltd 0.06% Add +1.1% 26,295 $8.1M
Knights of Columbus Asset Advisors LLC 0.55% New 25,976 $8.0M
IFM Investors Pty Ltd 0.09% Reduce -6.9% 25,725 $7.9M
Cibc World Markets Corp. 0.06% Reduce -10.9% 25,705 $7.9M
GSI Capital Advisors LLC 4.00% New 24,911 $7.6M
New Age Alpha Advisors, LLC 0.33% Add +1.5% 24,093 $7.4M
KLP Kapitalforvaltning As 0.04% Add +2.1% 23,811 $7.4M
Nisa Investment Advisors, LLC 0.04% Reduce -9.8% 22,641 $7.0M
TD Asset Management Inc 0.01% Add +0.9% 22,675 $7.0M
Nippon Life Global Investors Americas, Inc. 0.33% No change 21,780 $6.7M
Natixis Advisors, LLC 0.01% Add +8.9% 21,549 $6.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -11.9% 20,344 $6.2M
NFJ Investment Group, LLC 0.21% Reduce -14.9% 20,311 $6.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.6% 19,962 $6.1M
SummitTX Capital, L.P. 0.26% — 19,201 $5.9M
Arizona State Retirement System 0.04% Reduce -0.3% 18,586 $5.7M
MetLife Investment Management, LLC 0.03% Reduce -1.9% 18,520 $5.7M
Credit Agricole S A 0.02% Add +9.1% 18,513 $5.7M
Natixis 0.03% Reduce -27.8% 17,999 $5.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +15.1% 17,867 $5.5M
Nissay Asset Management Corp. /Japan 0.04% Add +0.9% 17,602 $5.4M
Storebrand Asset Management As 0.02% No change 17,499 $5.4M
State of Michigan Retirement System 0.03% No change 17,460 $5.4M
Public Sector Pension Investment Board 0.02% Add +3.0% 17,175 $5.3M
Metis Global Partners, LLC 0.15% Add +12.4% 17,122 $5.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +165.5% 16,861 $5.2M
Quinn Opportunity Partners LLC 0.36% Reduce -37.3% 16,650 $5.1M
Carronade Capital Management, LP 0.87% Add +14226.1% 2,124,704 $5.1M
O'shaughnessy Asset Management, LLC 0.04% Add +78.2% 16,416 $5.0M
Dean Investment Associates, LLC 0.74% Reduce -9.4% 16,365 $5.0M
USS Investment Management Ltd 0.04% Reduce -0.3% 16,126 $4.9M
Nomura Holdings Inc. 0.03% Add +67.1% 16,004 $4.9M
Janus Henderson Group PLC 0.00% Reduce -0.0% 15,482 $4.7M
Fisher Funds Management LTD 0.11% No change 15,254 $4.7M
Sarasin & Partners LLP 0.05% Reduce -0.3% 15,242 $4.7M
Diversify Wealth Management, LLC 0.35% Add +25.3% 16,947 $4.7M
Corebridge Financial, Inc. 0.03% Reduce -3.4% 15,198 $4.7M
Swedbank AB 0.01% No change 14,939 $4.6M
Czech National Bank 0.04% Add +5.9% 14,761 $4.5M
CIBC Private Wealth Group LLC 0.01% Reduce -34.3% 17,405 $4.4M
Composition Wealth, LLC 0.09% Reduce -0.1% 14,139 $4.3M
Loudon Investment Management, LLC 2.43% Reduce -0.3% 13,904 $4.3M
Verition Fund Management LLC 0.02% Add +16.3% 13,518 $4.1M
DNB Asset Management AS 0.02% Add +1.5% 13,459 $4.1M
Kinloch Capital, LLC 1.97% Reduce -13.2% 13,446 $4.1M
Aurora Investment Managers, LLC. 2.58% Add +1.2% 13,356 $4.1M
HGI Capital Management, LLC 5.00% New 13,078 $4.0M
Vident Advisory, LLC 0.06% Reduce -10.3% 13,030 $4.0M
HighTower Advisors, LLC 0.01% Add +0.3% 12,990 $4.0M
Martingale Asset Management L P 0.10% Reduce -5.2% 12,893 $4.0M
Montag A & Associates Inc. 0.20% Add +4.0% 12,624 $3.9M
Amalgamated Bank 0.03% Add +1.4% 12,583 $3.9M
Mercer Global Advisors Inc. 0.01% Add +8.6% 12,543 $3.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -2.3% 12,333 $3.8M
Mariner, LLC 0.01% Add +2.5% 12,291 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -0.1% 12,289 $3.8M
Sterling Capital Management LLC 0.06% Reduce -2.4% 12,090 $3.7M
Forsta Ap-Fonden 0.03% Add +2.6% 11,800 $3.6M
First Trust Advisors LP 0.00% Reduce -50.3% 11,743 $3.6M
Allstate Corp. 0.11% Add +170.0% 11,701 $3.6M
J. Safra Sarasin Holding AG 0.06% Add +222.4% 11,491 $3.5M
PGGM Investments 0.05% No change 11,072 $3.4M
Truist Financial Corp. 0.01% Add +1.5% 11,013 $3.4M
Kingswood Wealth Advisors, LLC 0.31% Reduce -12.1% 10,967 $3.4M
Westpac Banking Corp. 0.24% Reduce -7.5% 10,440 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.1% 10,092 $3.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -14.5% 10,018 $3.1M
CIBC Asset Management Inc 0.01% Reduce -1.0% 9,724 $3.0M
Pensionfund PDN 1.97% Reduce -13.4% 9,695 $3.0M
AXA S.A. 0.01% Add +15.6% 9,636 $3.0M
New York Life Investment Management LLC 0.03% Reduce -0.5% 9,498 $2.9M
Xponance LLC 0.03% Add +0.7% 9,382 $2.9M
Landscape Capital Management, L.L.C. 0.25% Add +628.8% 9,321 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% No change 9,253 $2.8M
Quilter Plc 0.06% Reduce -1.6% 9,091 $2.8M
Cibc World Market Inc. 0.01% Add +42.9% 8,825 $2.7M
Mackenzie Financial Corp. 0.00% Add +4.3% 8,655 $2.7M
Graham Capital Management, L.P. 0.12% Add +740.2% 8,494 $2.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.9% 8,353 $2.6M
PNC Financial Services Group, Inc. 0.00% Reduce -2.9% 8,324 $2.6M
ING Groep NV 0.02% Reduce -0.0% 8,206 $2.5M
Mission Creek Capital Partners, Inc. 0.60% Reduce -1.6% 8,054 $2.5M
Spirit of America Management Corp. 0.50% Add +11.1% 8,036 $2.5M
GAM Holding AG 0.18% New 7,624 $2.3M
Mutual of America Capital Management LLC 0.03% Reduce -2.9% 7,473 $2.3M
Bank of Nova Scotia 0.01% Reduce -13.0% 7,463 $2.3M
Vanderbilt University 0.43% Add +61.1% 7,326 $2.2M
Ieq Capital, LLC 0.02% Add +71.7% 7,248 $2.2M
M&T Bank Corp 0.01% Reduce -5.8% 7,242 $2.2M
Groupama Asset Managment 0.04% Add +4.4% 7,156 $2.2M
Clifford Swan Investment Counsel LLC 0.08% Reduce -6.0% 7,136 $2.2M
Rafferty Asset Management, LLC 0.01% Reduce -17.1% 7,007 $2.1M
LM Advisors LLC 0.39% Reduce -10.5% 6,927 $2.1M
Cozad Asset Management Inc. 0.21% Add +6.6% 6,897 $2.1M
Oppenheimer Asset Management Inc. 0.03% Add +9.5% 6,844 $2.1M
Creative Planning 0.00% Reduce -0.9% 6,777 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -72.9% 6,731 $2.1M
OP Asset Management Ltd 0.03% — 6,693 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.2% 6,663 $2.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +10.7% 6,630 $2.0M
Elevatus Welath Management 1.15% New 6,622 $2.0M
Pathstone Holdings, LLC 0.01% Add +9.4% 6,540 $2.0M
Gries Financial LLC 0.38% Reduce -6.8% 6,374 $2.0M
Norinchukin Bank, The 0.04% Add +10.1% 6,354 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 6,301 $1.9M
Rakuten Investment Management, Inc. 0.01% — 5,874 $1.8M
Wealthfront Advisers LLC 0.00% Add +12.2% 5,831 $1.8M
GeoWealth Management, LLC 0.07% Add +0.6% 5,787 $1.8M
Ethic Inc. 0.04% Add +3.9% 5,788 $1.8M
Azzad Asset Management Inc. 0.20% New 5,619 $1.7M
Diversify Advisory Services, LLC 0.11% Add +17.5% 6,224 $1.7M
Commerce Bank 0.01% Reduce -1.7% 5,551 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +3.5% 5,521 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -36.3% 5,499 $1.7M
Oregon Public Employees Retirement Fund 0.03% No change 5,496 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -0.0% 5,462 $1.7M
Woodline Partners LP 0.01% New 5,429 $1.7M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.5% 5,423 $1.7M
Ritholtz Wealth Management 0.05% Add +194.9% 5,356 $1.6M
Provident Investment Management, Inc. 0.15% Reduce -24.0% 5,302 $1.6M
Mizuho Securities USA LLC 0.03% Reduce -15.5% 5,146 $1.6M
Tredje AP-fonden 0.01% No change 5,095 $1.6M
Avanza Fonder AB 0.05% No change 5,056 $1.6M
Unigestion Holding SA 0.09% Add +114.0% 5,063 $1.6M
Swiss Life Asset Management Ltd 0.01% Add +41.6% 5,011 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Add +2.9% 4,954 $1.5M
S-Bank Fund Management Ltd 0.28% — 4,902 $1.5M
Candriam S.C.A. 0.01% Add +7.3% 4,885 $1.5M
Wealthstar Advisors, LLC 0.68% New 4,855 $1.5M
Camelot Portfolios, LLC 0.92% Add +18.7% 4,848 $1.5M
Nordea Investment Management AB 0.00% Add +2.3% 4,782 $1.5M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -17.1% 4,768 $1.5M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -8.2% 4,654 $1.4M
Pensionfund Sabic 0.43% Reduce -16.2% 4,650 $1.4M
Walleye Capital LLC 0.02% New 4,636 $1.4M
Two Sigma Investments, LP 0.00% Reduce -59.1% 4,600 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +1.8% 4,584 $1.4M
Naviter Wealth, LLC 0.17% Add +2.4% 4,489 $1.4M
Caprock Group, LLC 0.04% Add +178.6% 4,312 $1.3M
Kentucky Retirement Systems 0.04% Reduce -1.2% 4,358 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.2% 4,269 $1.3M
Cerity Partners LLC 0.00% Add +4.0% 4,262 $1.3M
Worldquant Millennium Advisors LLC 0.01% Reduce -63.4% 4,177 $1.3M
Tower Research Capital LLC (TRC) 0.04% Add +43.5% 4,160 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +227.0% 4,123 $1.3M
SG Americas Securities, LLC 0.00% Reduce -85.2% 4,123 $1.3M
Crawford Investment Counsel Inc. 0.02% Add +6.9% 4,094 $1.3M
Tiemann Investment Advisors, LLC 0.57% No change 4,069 $1.2M
Sigma Planning Corp 0.04% Add +1.6% 4,053 $1.2M
Osterweis Capital Management Inc. 0.08% No change 4,000 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.66% Add +0.3% 3,963 $1.2M
Hartford Investment Management Co. 0.04% Reduce -1.0% 3,951 $1.2M
Blackhawk Capital Partners, LLC 0.62% Reduce -30.7% 3,918 $1.2M
Fifth Third Bancorp 0.00% Add +1.6% 3,871 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% — 4,139 $1.2M
Ossiam 0.02% Add +10.6% 3,815 $1.2M
Ostrum Asset Management 0.06% Reduce -2.6% 3,792 $1.2M
Cetera Investment Advisers 0.00% Add +25.3% 3,775 $1.2M
Entropy Technologies, LP 0.11% Reduce -61.4% 3,741 $1.1M
DoubleLine ETF Adviser LP 0.38% Reduce -19.5% 3,724 $1.1M
Kestra Private Wealth Services, LLC 0.02% Reduce -15.2% 3,719 $1.1M
US Bancorp \de 0.00% Reduce -11.0% 3,671 $1.1M
Bessemer Group Inc. 0.00% Reduce -66.1% 3,665 $1.1M
Mizuho Markets Americas LLC 0.02% Reduce -58.8% 3,615 $1.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -30.1% 3,539 $1.1M
MML Investors Services, LLC 0.00% Add +4.5% 3,499 $1.1M
Louisiana State Employees Retirement System 0.02% No change 3,500 $1.1M
Ontario Teachers Pension Plan Board 0.02% Reduce -25.3% 3,497 $1.1M
Kestra Advisory Services, LLC 0.01% Add +16.6% 3,444 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,442 $1.1M
Atria Investments, Inc 0.01% Add +17.8% 3,398 $1.0M
Securian Asset Management, Inc. 0.03% No change 3,379 $1.0M
Pacer Advisors, Inc. 0.00% Reduce -38.0% 3,325 $1.0M
Horst & Graben Wealth Management LLC 0.18% No change 3,220 $987K
New Mexico Educational Retirement Board 0.03% Reduce -3.2% 3,000 $920K
Greenland Capital Management LP 0.16% New 3,000 $920K
Maryland State Retirement & Pension System 0.02% Reduce -15.5% 2,984 $915K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.0% 2,904 $887K
Engineers Gate Manager LP 0.01% Reduce -44.5% 2,845 $872K
CPC Advisors, LLC 0.12% Add +36.0% 2,832 $868K
Tidal Investments LLC 0.01% Reduce -9.5% 2,824 $866K
Man Group plc 0.00% Add +156.7% 2,639 $809K
Corient Private Wealth LP 0.00% Add +40.6% 2,574 $789K
Townsquare Capital LLC 0.01% Add +11.8% 2,554 $783K
Fisher Asset Management 0.00% Reduce -79.6% 2,502 $767K
Sound Financial Strategies Group, LLC 0.68% Reduce -19.0% 2,486 $762K
Sanctuary Advisors, LLC 0.01% Add +11.2% 2,476 $759K
Bramshill Investments, LLC 0.08% Add +0.2% 2,457 $753K
Invst, LLC 0.10% New 2,441 $748K
GC Wealth Management RIA, LLC 0.14% Reduce -14.3% 2,429 $745K
Aviva PLC 0.00% Add +0.1% 2,424 $743K
RB Capital Management, LLC 0.18% Reduce -3.0% 2,329 $714K
SlateStone Wealth, LLC 0.07% Reduce -1.5% 2,310 $708K
Intact Investment Management Inc. 0.02% New 2,300 $705K
OMERS ADMINISTRATION Corp 0.01% Reduce -14.3% 2,299 $705K
NEOS Investment Management LLC 0.01% Add +155.6% 2,270 $696K
Penserra Capital Management LLC 0.01% Reduce -14.8% 2,270 $695K
Tiaa Trust, National Association 0.00% Reduce -0.2% 2,259 $693K
Campbell & CO Investment Adviser LLC 0.05% Reduce -26.1% 2,253 $691K
Claro Advisors Inc. 0.09% Add +2.1% 2,247 $689K
ASR Vermogensbeheer N.V. 0.01% — 2,226 $682K
LVW Advisors, LLC 0.08% Add +146.9% 2,180 $668K
Global X Japan Co., Ltd. 0.08% Add +26.3% 2,178 $668K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +7.1% 2,172 $666K
MAI Capital Management 0.01% Add +0.6% 2,139 $656K
QRG Capital Management, Inc. 0.01% New 2,130 $653K
Advisors Asset Management, Inc. 0.01% Reduce -4.4% 2,108 $646K
Vinva Investment Management Ltd 0.03% Reduce -37.2% 2,091 $640K
Quadrant Capital Group LLC 0.02% Add +263.2% 2,074 $636K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 2,044 $627K
Ascentis Wealth Management, LLC 0.20% Add +3.1% 2,037 $622K
Crossmark Global Holdings, Inc. 0.01% Add +14.5% 2,025 $621K
Jefferies Financial Group Inc. 0.01% New 2,013 $617K
Ilmarinen Mutual Pension Insurance Co 0.01% No change 2,000 $613K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +53.3% 1,984 $608K
Groupe la Francaise 0.01% Reduce -4.1% 1,989 $606K
Valeo Financial Advisors, LLC 0.02% Reduce -0.1% 1,965 $602K
Intech Investment Management LLC 0.01% Add +88.9% 1,965 $602K
Parallel Advisors, LLC 0.01% Reduce -5.1% 1,963 $602K
World Investment Advisors 0.02% Add +10.0% 1,955 $599K
Qtron Investments LLC 0.09% No change 1,915 $587K
Concurrent Investment Advisors, LLC 0.01% Add +144.7% 1,911 $586K
Federated Hermes, Inc. 0.00% Add +38.8% 1,862 $571K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 1,856 $569K
Gen-Wealth Partners Inc 0.24% Reduce -5.1% 1,853 $568K
Investment Management Corp of Ontario 0.01% New 1,838 $563K
Agf Management Ltd. 0.00% Reduce -8.7% 1,803 $553K
Guggenheim Capital LLC 0.01% Reduce -19.1% 1,736 $532K
Captrust Financial Advisors 0.00% Add +6.5% 1,734 $531K
Squarepoint Ops LLC 0.00% Reduce -93.3% 1,726 $529K
Wulff, Hansen & Co. 0.48% Add +9.8% 1,717 $526K
Coldstream Capital Management Inc. 0.01% Add +23.7% 1,696 $520K
Plato Investment Management Ltd 0.04% No change 1,673 $518K
Contravisory Investment Management, Inc. 0.11% Add +0.1% 1,655 $507K
Fox Run Management, L.L.C. 0.08% Reduce -46.0% 1,623 $498K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -88.1% 1,613 $495K
Versant Capital Management, Inc 0.08% Add +216.3% 1,610 $494K
Independent Advisor Alliance 0.02% Reduce -15.0% 1,606 $492K
Summitry LLC 0.02% Add +0.4% 1,606 $492K
Ascentis Independent Advisors 0.10% Reduce -5.7% 1,594 $489K
Van Hulzen Asset Management, LLC 0.04% Add +0.1% 1,592 $488K
Choreo, LLC 0.01% Add +14.4% 1,566 $484K
Washington Trust Bank 0.05% No change 1,573 $482K
Turning Point Benefit Group, Inc. 0.45% New 1,819 $477K
Vestmark Advisory Solutions, Inc. 0.01% Add +66.7% 1,554 $476K
Trivium Point Advisory, LLC 0.06% Add +35.5% 1,516 $465K
United Services Automobile Association 0.01% New 1,517 $464K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +5.3% 1,491 $457K
GAMMA Investing LLC 0.03% Add +16.1% 1,462 $448K
Checchi Capital Advisers, LLC 0.03% Add +21.4% 1,450 $445K
Whittier Trust Co. 0.01% Add +4.5% 1,447 $444K
Revisor Wealth Management LLC 0.19% Add +69.6% 1,384 $428K
Cwm, LLC 0.00% Add +11.7% 1,363 $418K
Parcion Private Wealth LLC 0.03% No change 1,343 $412K
Alpha Cubed Investments, LLC 0.02% Add +6.4% 1,308 $401K
EP Wealth Advisors, LLC 0.00% Add +6.2% 1,304 $400K
B. Metzler seel. Sohn & Co. AG 0.00% No change 1,285 $394K
Yoffe Investment Management, LLC 0.56% Reduce -0.1% 1,254 $385K
KCM Investment Advisors LLC 0.01% Reduce -2.7% 1,245 $382K
GF Fund Management Co. LTD. 0.01% Add +4.3% 1,217 $373K
Empowered Funds, LLC 0.01% Add +1.7% 1,215 $372K
Vestcor Inc 0.01% Reduce -85.4% 1,215 $372K
Bridgefront Capital, LLC 0.11% Reduce -68.3% 1,207 $370K
Azimuth Capital Investment Management LLC 0.01% No change 1,200 $368K
Norden Group LLC 0.04% Reduce -0.7% 1,190 $365K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.2% 1,182 $362K
Two Sigma Securities, LLC 0.05% New 1,150 $353K
Mufg Securities Americas Inc. 0.04% Add +19.9% 1,138 $349K
Certuity, LLC 0.04% Add +43.0% 1,128 $346K
MBB Public Markets I LLC 0.04% New 1,080 $331K
Glenmede Trust Co. NA 0.00% Add +6.2% 1,080 $331K
Kera Capital Partners, Inc. 0.10% Add +19.3% 1,078 $330K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,057 $326K
Perbak Capital Partners LLP 0.24% New 1,047 $321K
Aaron Wealth Advisors LLC 0.04% Reduce -16.3% 1,035 $317K
Simplex Trading, LLC 0.01% Add +963.9% 1,032 $316K
Inspire Investing, LLC 0.04% Add +11.9% 1,017 $312K
Avantax Planning Partners, Inc. 0.01% No change 1,014 $311K
Legacy Wealth Asset Management, LLC 0.09% Add +31.6% 1,003 $307K
Capital World Investors 0.00% New 1,002 $307K
Greenleaf Trust 0.00% Add +5.6% 1,001 $307K
Bailard, Inc. 0.01% Reduce -56.8% 989 $303K
Stephens Inc. 0.00% Add +4.6% 985 $302K
Prestige Wealth Management Group LLC 0.06% Add +32433.3% 976 $302K
Sovereign Financial Group, Inc. 0.07% Add +13.7% 974 $299K
United Capital Financial Advisors, LLC 0.00% Add +17.0% 958 $294K
Frank, Rimerman Advisors LLC 0.02% Add +9.2% 946 $290K
Simon Quick Advisors, LLC 0.02% New 942 $289K
Allworth Financial LP 0.00% Add +38.1% 1,036 $286K
Horizon Investments, LLC 0.01% Add +5.0% 929 $285K
Jump Financial, LLC 0.00% Reduce -91.2% 888 $272K
Point72 Asia (Singapore) Pte. Ltd. 0.07% New 885 $271K
CWA Asset Management Group, LLC 0.01% Add +10.0% 883 $271K
Mesirow Financial Investment Management, Inc. 0.01% New 876 $269K
V-Square Quantitative Management LLC 0.04% Reduce -3.7% 864 $265K
Profund Advisors LLC 0.01% Reduce -16.6% 860 $264K
Trust Co. of Vermont 0.01% Reduce -12.6% 850 $261K
Point72 (DIFC) Ltd 0.02% Add +349.2% 840 $258K
Roman Butler Fullerton & Co. 0.10% No change 941 $257K
Renaissance Group LLC 0.01% Reduce -5.7% 828 $254K
TRUE Private Wealth Advisors 0.03% No change 809 $248K
Conscious Wealth Investments, LLC 0.17% No change 869 $246K
Chicago Partners Investment Group LLC 0.01% New 856 $244K
Caldwell Sutter Capital, Inc. 0.12% Add +1.0% 794 $243K
Baker Avenue Asset Management, LP 0.01% New 794 $243K
Copperwynd Financial, LLC 0.07% Reduce -1.1% 789 $242K
NewEdge Wealth, LLC 0.00% Reduce -16.3% 786 $241K
Meeder Advisory Services, Inc. 0.01% New 779 $239K
Sequoia Financial Advisors, LLC 0.00% Add +6.3% 778 $239K
Prudential PLC 0.00% No change 778 $239K
Spinnaker Trust 0.02% New 775 $238K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.8% 767 $237K
Sowell Financial Services LLC 0.01% New 772 $237K
Schnieders Capital Management LLC 0.05% No change 769 $236K
Mather Group, Llc. 0.00% Reduce -0.9% 768 $235K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -95.5% 766 $235K
WESCAP Management Group, Inc. 0.06% No change 761 $233K
Citadel Advisors 0.00% Reduce -99.9% 758 $232K
D.A. Davidson & Co. 0.00% New 750 $230K
American State Bank (Iowa) 0.14% No change 748 $229K
Siemens Fonds Invest GmbH 0.02% New 748 $229K
U.S. Capital Wealth Advisors, LLC 0.01% New 746 $229K
Payne Capital Management, LLC 0.10% No change 742 $227K
Syon Capital LLC 0.02% New 742 $227K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 735 $225K
Kathmere Capital Management, LLC 0.02% Add +3.0% 733 $225K
Evergreen Capital Management LLC 0.01% New 722 $223K
Pinnacle Associates Ltd. 0.00% Reduce -24.9% 727 $223K
Focus Partners Wealth 0.00% New 725 $223K
Mutual Advisors, LLC 0.01% Add +1.4% 805 $222K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.3% 719 $220K
Allie Family Office LLC 0.12% No change 712 $218K
Ironwood Investment Counsel, LLC 0.04% New 700 $215K
Snowden Capital Advisors LLC 0.01% New 690 $213K
American Investment Services, Inc. 0.04% New 692 $212K
Inceptionr LLC 0.06% New 692 $212K
FIL Ltd 0.00% Reduce -69.1% 688 $211K
Liberty Wealth Management LLC 0.04% New 681 $209K
Compound Planning, Inc. 0.01% Reduce -5.0% 679 $208K
Silvia McColl Wealth Management, LLC 0.15% New 667 $204K
Wealthspire Advisors, LLC 0.00% New 666 $204K
Farther Finance Advisors, LLC 0.01% Reduce -19.9% 666 $204K
Commerzbank Aktiengesellschaft 0.00% New 662 $203K
Nilsine Partners, LLC 0.02% New 659 $202K
ORG Partners LLC 0.05% Reduce -1.8% 649 $198K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +28.6% 643 $197K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.8% 612 $188K
Whittier Trust Co. of Nevada Inc. 0.00% Add +6.3% 542 $166K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.9% 529 $162K
North Star Investment Management Corp. 0.01% No change 500 $153K
CX Institutional 0.01% New 496 $152K
Exchange Traded Concepts, LLC 0.00% Reduce -13.9% 463 $142K
Principia Wealth Advisory, LLC 0.14% Add +1.0% 520 $141K
Principal Securities, Inc. 0.00% No change 491 $140K
Signaturefd, LLC 0.00% Add +2.1% 433 $133K
Continuum Advisory, LLC 0.02% Add +52.9% 390 $120K
Geneos Wealth Management Inc. 0.00% Add +19.8% 387 $119K
Harvest Fund Management Co., Ltd 0.01% New 366 $112K
Center for Financial Planning, Inc. 0.01% No change 350 $107K
Smartleaf Asset Management LLC 0.01% Add +2.2% 324 $99K
Brown Brothers Harriman & Co. 0.00% Add +216.5% 307 $94K
Brown, Lisle/Cummings, Inc. 0.03% No change 304 $93K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.2% 303 $93K
Clearstead Trust, LLC 0.02% No change 297 $91K
DT Investment Partners, LLC 0.01% No change 297 $91K
Jones Financial Companies LLLP 0.00% Add +33.2% 297 $91K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +27.9% 275 $84K
Alpine Bank Wealth Management 0.01% — 267 $82K
Huntington National Bank 0.00% Reduce -17.3% 248 $76K
Assetmark, Inc. 0.00% Add +4.5% 234 $72K
CI Investments Inc. 0.00% Reduce -4.5% 231 $71K
Arax Advisory Partners 0.00% Add +91.2% 218 $67K
Pacific Center for Financial Services 0.02% Add +0.5% 218 $67K
Ridgewood Investments LLC 0.03% No change 215 $66K
Ameriflex Group, Inc. 0.03% No change 208 $64K
Cromwell Holdings LLC 0.04% Add +2.0% 200 $62K
1620 Investment Advisors, Inc. 0.05% No change 200 $61K
Bear Mountain Capital, Inc. 0.02% No change 221 $61K
CENTRAL TRUST Co 0.00% No change 195 $60K
Brooklyn Investment Group 0.01% Add +34.8% 190 $58K
CoreCap Advisors, LLC 0.00% Reduce -49.6% 184 $56K
HM Payson & Co. 0.00% Reduce -7.2% 180 $55K
Lindbrook Capital, LLC 0.00% Add +47.4% 171 $52K
Sentry Investment Management LLC 0.04% Reduce -23.1% 200 $52K
Bruce G. Allen Investments, LLC 0.04% Reduce -6.8% 165 $51K
EverSource Wealth Advisors, LLC 0.00% Add +88.5% 164 $50K
UMB Bank, n.a. 0.00% Add +2.6% 158 $48K
Capital Advisors, Ltd. LLC 0.01% Reduce -6.5% 158 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.5% 147 $45K
Capital Analysts, LLC 0.00% Add +56.3% 136 $42K
PSI Advisors, LLC 0.01% Reduce -14.5% 136 $42K
Muzinich & Co., Inc. 0.02% No change 116 $36K
Dynamic Wealth Strategies, LLC 0.03% New 114 $35K
Zions Bancorporation, National Association 0.00% — 111 $34K
PEAK6 LLC 0.00% New 103 $32K
Private Trust Co. NA 0.00% No change 103 $32K
Washington Trust Advisors, Inc. 0.00% No change 101 $31K
WPG Advisers, LLC 0.03% Add +233.3% 100 $31K
Ransom Advisory, Ltd 0.02% No change 100 $31K
Parkside Financial Bank & Trust 0.00% Add +2.1% 99 $30K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 92 $28K
Larson Financial Group LLC 0.00% Add +9.1% 72 $22K
Wayfinding Financial, LLC 0.01% New 73 $22K
Steward Partners Investment Advisory, LLC 0.00% Add +26.8% 71 $22K
Smithfield Trust Co 0.00% No change 66 $20K
AlphaQuest LLC 0.00% Reduce -99.1% 64 $20K
Wilmington Savings Fund Society, FSB 0.00% Reduce -91.6% 62 $19K
Park Place Capital Corp 0.00% No change 59 $18K
Keystone Global Partners, LLC 0.01% — 53 $17K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $15K
Covestor Ltd 0.01% No change 49 $15K
Tobam 0.01% Reduce -50.5% 49 $15K
Raleigh Capital Management Inc. 0.01% Reduce -28.4% 48 $15K
SOA Wealth Advisors, LLC. 0.00% No change 47 $14K
Blue Trust, Inc. 0.00% Add +45.2% 45 $14K
NewSquare Capital LLC 0.00% Add +4300.0% 44 $13K
Farmers & Merchants Investments Inc. 0.00% No change 44 $13K
Aspect Partners, LLC 0.01% No change 42 $13K
TD Private Client Wealth LLC 0.00% Reduce -8.7% 42 $13K
TCTC Holdings, LLC 0.00% Add +100.0% 40 $12K
Lazard Asset Management LLC 0.00% No change 41 $12K
Kestra Investment Management, LLC 0.00% Reduce -54.6% 39 $12K
Mb, Levis & Associates, LLC 0.01% No change 37 $11K
GW&K Investment Management, LLC 0.00% Reduce -2.7% 36 $11K
Sierra Ocean, LLC 0.01% No change 35 $11K
Clearstead Advisors, LLC 0.00% Add +45.5% 32 $10K
Grayhawk Investment Strategies Inc. 0.02% No change 30 $9K
CVA Family Office, LLC 0.00% Reduce -48.3% 30 $9K
True Wealth Design, LLC 0.00% New 27 $8K
Manchester Capital Management LLC 0.00% No change 25 $8K
Saudi Central Bank 0.04% New 25 $8K
Richardson Financial Services Inc. 0.01% No change 25 $8K
MV Capital Management, Inc. 0.00% Reduce -11.5% 23 $7K
Meeder Asset Management Inc. 0.00% Reduce -36.1% 23 $7K
Twin Lakes Capital Management, LLC 0.00% No change 22 $7K
Investors Research Corp 0.00% No change 22 $7K
Creative Financial Designs Inc. 0.00% New 21 $6K
Physician Wealth Advisors, Inc. 0.00% No change 20 $6K
Fortitude Family Office, LLC 0.00% No change 19 $6K
Kozak & Associates, Inc. 0.00% New 21 $6K
Quent Capital, LLC 0.00% No change 18 $6K
Rothschild Investment LLC 0.00% Add +260.0% 18 $6K
NewEdge Advisors, LLC 0.00% No change 17 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 14 $4K
Red Tortoise LLC 0.00% No change 13 $4K
IFP Advisors, Inc 0.00% Reduce -56.7% 13 $4K
AdvisorNet Financial, Inc 0.00% Add +500.0% 12 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -9.1% 10 $3K
Archer Investment Corp 0.00% No change 10 $3K
HHM Wealth Advisors, LLC 0.00% No change 10 $3K
Hemington Wealth Management 0.00% No change 10 $3K
Dunhill Financial, LLC 0.00% Reduce -30.8% 9 $3K
Grove Bank & Trust 0.00% No change 9 $3K
Raffa Wealth Management, LLC 0.00% No change 8 $2K
WealthTrak Capital Management LLC 0.00% Add +40.0% 7 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
SouthState Bank Corp 0.00% New 6 $2K
Activest Wealth Management 0.00% Add +500.0% 6 $2K
Private Wealth Management Group, LLC 0.00% No change 5 $2K
West Paces Advisors Inc. 0.00% No change 5 $2K
Sachetta, LLC 0.00% No change 4 $1K
Rialto Wealth Management, LLC 0.00% New 4 $1K
Bell Investment Advisors, Inc 0.00% No change 4 $1K
Clark Wealth Partners 0.00% No change 3 $920
Rise Advisors, LLC 0.00% New 3 $920
Motco 0.00% New 3 $920
Financial Management Professionals, Inc. 0.00% Add +200.0% 3 $920
Highline Wealth Partners LLC 0.00% New 2 $613
Bogart Wealth, LLC 0.00% New 2 $613
Spire Wealth Management 0.00% No change 2 $613
Cornerstone Planning Group LLC 0.00% Add +100.0% 2 $554
Winnacle Wealth LLC 0.00% Add +100.0% 2 $456
TD Capital Management LLC 0.00% No change 1 $318
American Capital Advisory, LLC 0.00% New 1 $307
Nvwm, LLC 0.00% New 1 $307
Harbour Investments, Inc. 0.00% Reduce -80.0% 1 $307
Colonial Trust Co / SC 0.00% No change 1 $307
Hantz Financial Services, Inc. 0.00% New 1 $0
Avion Wealth 0.00% New 2 $0

"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.