Essex Property TrustESS
13F holders, Q2 2025 (June 30)617holders −8
61new positions
67sold out
4famous investors
$283.45avg. 13F price*
At the end of Q2 2025, 617 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 8 from Q1 2025. 61 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.0B) and Cohen & Steers, Inc. ($1.6B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $62.8M |
| Exits | 67 | $137.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,995,665 shares bought and 5,338,306 shares sold, net −342,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Vanguard Group Inc. | 0.05% | Add +0.5% | 10,493,313 | $3.0B |
| BlackRock, Inc. | 0.04% | Add +4.9% | 7,159,627 | $2.0B |
| Cohen & Steers, Inc. | 2.90% | Add +30.3% | 5,566,894 | $1.6B |
| State Street Corp. | 0.06% | Add +2.5% | 5,388,169 | $1.5B |
| T. Rowe Price Associates Inc. | 0.11% | Add +20.9% | 3,321,433 | $941.3M |
| Geode Capital Management, LLC | 0.04% | Add +1.3% | 1,825,007 | $515.2M |
| Principal Financial Group Inc. | 0.21% | Reduce -4.7% | 1,412,506 | $400.3M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -0.1% | 1,241,540 | $351.9M |
| Daiwa Securities Group Inc. | 1.11% | Add +48.3% | 1,056,887 | $299.5M |
| Northern Trust Corp. | 0.04% | Reduce -22.1% | 971,607 | $275.4M |
| Legal & General Group Plc | 0.07% | Reduce -2.0% | 930,060 | $263.6M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.6% | 923,704 | $261.8M |
| Deutsche Bank AG | 0.09% | Add +39.7% | 871,680 | $247.0M |
| Boston Partners | 0.27% | Add +28.3% | 860,854 | $243.9M |
| Resolution Capital Ltd | 4.77% | Add +3.2% | 848,629 | $240.5M |
| Norges Bank | 0.03% | Add +1.2% | 844,891 | $239.4M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.7% | 849,029 | $238.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.9% | 800,661 | $226.9M |
| Morgan Stanley | 0.01% | Add +8.6% | 746,131 | $211.5M |
| Invesco Ltd. | 0.04% | Add +1.1% | 735,367 | $208.4M |
| Wellington Management Group LLP | 0.03% | Reduce -4.9% | 625,097 | $177.2M |
| Prudential Financial Inc. | 0.23% | Add +28.1% | 619,011 | $175.4M |
| FMR LLC | 0.01% | Add +5.3% | 615,984 | $174.6M |
| ProShare Advisors LLC | 0.33% | Reduce -6.1% | 588,895 | $166.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -21.2% | 572,072 | $162.1M |
| Jacobs Levy Equity Management, Inc. | 0.57% | Reduce -5.8% | 511,987 | $145.1M |
| Russell Investments Group, Ltd. | 0.18% | Add +42.1% | 509,455 | $144.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +22.3% | 450,345 | $127.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.8% | 444,610 | $126.0M |
| Nuveen, LLC | 0.03% | Add +10.5% | 327,941 | $92.9M |
| Sei Investments Co. | 0.10% | Add +4.0% | 311,291 | $88.2M |
| Duff & Phelps Investment Management Co. | 0.99% | Add +2.0% | 297,246 | $84.2M |
| American Century Companies Inc. | 0.05% | Reduce -18.5% | 291,713 | $82.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.14% | Add +42.1% | 269,051 | $76.2M |
| UBS Group AG | 0.01% | Reduce -5.5% | 253,236 | $71.8M |
| Nomura Asset Management Co. Ltd. | 0.19% | Add +0.5% | 244,169 | $69.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -4.6% | 227,786 | $64.6M |
| APG Asset Management US Inc. | 0.45% | Add +80.8% | 212,048 | $60.4M |
| Aberdeen Group plc | 0.10% | Add +5.1% | 202,798 | $56.3M |
| Bank of America Corp. | 0.00% | Add +4.2% | 196,075 | $55.6M |
| Swiss National Bank | 0.03% | Add +7.5% | 194,752 | $55.2M |
| Vest Financial, LLC | 0.77% | Reduce -2.3% | 192,767 | $54.6M |
| Heitman Real Estate Securities LLC | 3.79% | Add +427.2% | 188,627 | $53.5M |
| Macquarie Group Ltd. | 0.07% | Reduce -4.3% | 187,637 | $53.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +6.4% | 185,913 | $52.7M |
| Lido Advisors, LLC | 0.26% | Add +0.6% | 170,850 | $48.9M |
| HSBC Holdings PLC | 0.03% | Reduce -31.1% | 171,776 | $48.6M |
| California Public Employees Retirement System | 0.03% | Reduce -10.8% | 168,956 | $47.9M |
| Schroder Investment Management Group | 0.04% | Reduce -17.8% | 166,637 | $47.2M |
| Amundi | 0.02% | Add +65.8% | 166,096 | $47.1M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +6.7% | 153,030 | $43.4M |
| Royal Bank of Canada | 0.01% | Reduce -12.3% | 148,323 | $42.0M |
| Barclays PLC | 0.02% | Add +13.2% | 140,329 | $39.8M |
| Rhumbline Advisers | 0.03% | Add +1.4% | 138,574 | $39.3M |
| State of Tennessee, Department of Treasury | 0.14% | Add +9.6% | 138,340 | $39.2M |
| Asset Management One Co., Ltd. | 0.12% | Reduce -1.1% | 132,450 | $37.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.57% | No change | 131,098 | $37.2M |
| Gillson Capital LP | 2.82% | Add +67.6% | 130,200 | $36.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.25% | Add +4.1% | 129,070 | $36.6M |
| Quantinno Capital Management LP | 0.15% | Add +39.4% | 125,783 | $35.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.3% | 125,029 | $35.4M |
| National Pension Service | 0.03% | Add +0.6% | 124,400 | $35.3M |
| Engineers Gate Manager LP | 0.42% | Add +4061.8% | 118,402 | $33.6M |
| Allianz Asset Management GmbH | 0.04% | Reduce -10.5% | 114,587 | $32.5M |
| Public Employees Retirement System of Ohio | 0.11% | Add +1.4% | 113,003 | $32.0M |
| California State Teachers Retirement System | 0.03% | Reduce -5.4% | 95,639 | $27.1M |
| Landmark Investment Partners, L.P. | 11.89% | Reduce -27.9% | 93,560 | $26.5M |
| Centersquare Investment Management LLC | 0.26% | Add +1.7% | 90,106 | $25.5M |
| Citigroup Inc. | 0.02% | Reduce -9.0% | 88,382 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.5% | 83,211 | $23.6M |
| Marshall Wace, LLP | 0.03% | Reduce -49.3% | 82,618 | $23.4M |
| Baird Financial Group, Inc. | 0.04% | Add +0.9% | 81,377 | $23.1M |
| Waterfront Capital Partners, LLC | 5.48% | New | 77,888 | $22.1M |
| STRS Ohio | 0.08% | Reduce -0.2% | 73,541 | $20.8M |
| Investure, LLC | 1.58% | No change | 73,031 | $20.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -15.1% | 71,632 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -91.3% | 69,337 | $19.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +9.3% | 63,766 | $18.1M |
| KBC Group NV | 0.05% | Reduce -61.3% | 63,598 | $18.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +4.3% | 61,757 | $17.5M |
| Aew Capital Management L P | 0.91% | Add +0.5% | 61,081 | $17.3M |
| Sophron Capital Management L.P. | 5.23% | Reduce -5.8% | 60,302 | $17.1M |
| Pacific Heights Asset Management LLC | 0.91% | No change | 60,000 | $17.0M |
| American Assets Investment Management, LLC | 1.36% | No change | 59,500 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 57,991 | $16.4M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -18.6% | 56,314 | $16.0M |
| Utah Retirement Systems | 0.17% | Reduce -0.1% | 55,969 | $15.9M |
| APG Asset Management N.V. | 0.05% | Add +0.6% | 65,400 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Add +0.0% | 55,580 | $15.8M |
| Uniplan Investment Counsel, Inc. | 1.61% | Reduce -2.9% | 54,272 | $15.4M |
| Westwood Holdings Group Inc. | 0.11% | Add +51.8% | 52,601 | $14.9M |
| Earnest Partners LLC | 0.07% | Reduce -0.5% | 51,275 | $14.5M |
| Gotham Asset Management | 0.09% | Reduce -3.5% | 51,201 | $14.5M |
| Retirement Systems of Alabama | 0.05% | Reduce -0.7% | 50,465 | $14.3M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +6.7% | 50,197 | $14.2M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -27.9% | 49,940 | $14.2M |
| Aviva PLC | 0.03% | Add +1878.8% | 47,966 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -7.6% | 47,273 | $13.4M |
| Franklin Resources Inc. | 0.00% | Reduce -10.2% | 47,202 | $13.4M |
| Heartland Advisors Inc. | 0.74% | Add +21.5% | 47,123 | $13.4M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -70.3% | 46,992 | $13.3M |
| Handelsbanken Fonder AB | 0.05% | Reduce -16.6% | 46,501 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 45,532 | $12.9M |
| New York State Common Retirement Fund | 0.02% | No change | 45,083 | $12.8M |
| National Bank of Canada | 0.01% | Reduce -24.4% | 44,999 | $12.8M |
| Resona Asset Management Co.,Ltd. | 0.06% | Reduce -4.5% | 42,778 | $12.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.7% | 41,622 | $11.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -8.7% | 40,207 | $11.4M |
| Toronto Dominion Bank | 0.02% | Add +29.1% | 40,111 | $11.4M |
| State of Alaska, Department of Revenue | 0.12% | Reduce -0.8% | 38,419 | $10.9M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -5.1% | 37,055 | $10.5M |
| Korea Investment CORP | 0.02% | Reduce -51.1% | 36,939 | $10.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +2.8% | 36,439 | $10.3M |
| Danske Bank A/S | 0.03% | Add +12.5% | 35,969 | $10.2M |
| Masterton Capital Management, LP | 6.01% | Reduce -74.2% | 42,771 | $10.0M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +1.0% | 34,035 | $9.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.27% | Add +12.9% | 33,885 | $9.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.47% | Add +3.2% | 33,762 | $9.6M |
| First Trust Advisors LP | 0.01% | Add +186.3% | 33,614 | $9.5M |
| Yousif Capital Management, LLC | 0.10% | Reduce -3.8% | 33,355 | $9.5M |
| Employees Retirement System of Texas | 0.09% | New | 33,155 | $9.4M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -9.8% | 32,818 | $9.3M |
| Bank of Montreal | 0.00% | Reduce -20.9% | 32,811 | $9.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -15.1% | 32,793 | $9.3M |
| Voya Investment Management LLC | 0.01% | Reduce -15.2% | 31,373 | $8.9M |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 31,333 | $8.9M |
| Van Eck Associates Corp. | 0.01% | Add +3.2% | 31,270 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +15.8% | 31,251 | $8.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.6% | 31,107 | $8.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -1.2% | 30,975 | $8.8M |
| Leeward Investments, LLC - MA | 0.46% | Add +3.7% | 30,408 | $8.6M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.9% | 29,767 | $8.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -19.2% | 29,677 | $8.4M |
| Cibc World Market Inc. | 0.02% | Add +235.0% | 29,562 | $8.4M |
| Natixis | 0.04% | Add +61.3% | 29,040 | $8.2M |
| Davis Selected Advisers | 0.04% | Add +2.9% | 28,541 | $8.1M |
| Vert Asset Management LLC | 2.93% | Reduce -5.1% | 28,406 | $8.1M |
| Achmea Investment Management B.V. | 0.10% | Reduce -5.2% | 28,225 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 28,161 | $8.0M |
| GSI Capital Advisors LLC | 4.24% | Add +12.1% | 27,927 | $7.9M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -31.3% | 27,845 | $7.9M |
| Andra AP-fonden | 0.11% | Reduce -61.9% | 27,496 | $7.8M |
| Perigon Wealth Management, LLC | 0.18% | Add +0.1% | 27,459 | $7.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -22.1% | 26,940 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Add +24.5% | 26,838 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -3.9% | 26,610 | $7.5M |
| UniSuper Management Pty Ltd | 0.05% | Add +0.9% | 26,541 | $7.5M |
| Cibc World Markets Corp. | 0.05% | Reduce -1.8% | 25,241 | $7.2M |
| KLP Kapitalforvaltning As | 0.03% | Add +1.7% | 24,211 | $6.9M |
| IFM Investors Pty Ltd | 0.06% | Reduce -7.6% | 23,778 | $6.7M |
| Lasalle Investment Management Securities LLC | 0.27% | Reduce -31.4% | 23,605 | $6.7M |
| AQR Capital Management | 0.01% | Reduce -62.6% | 23,556 | $6.7M |
| TD Asset Management Inc | 0.01% | Reduce -1.5% | 22,333 | $6.3M |
| Cresset Asset Management, LLC | 0.03% | New | 21,986 | $6.3M |
| Carronade Capital Management, LP | 0.93% | Reduce -99.0% | 21,947 | $6.2M |
| Greenland Capital Management LP | 0.84% | Add +630.6% | 21,917 | $6.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +3.9% | 20,741 | $5.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +0.1% | 20,368 | $5.8M |
| Knights of Columbus Asset Advisors LLC | 0.35% | Reduce -22.2% | 20,203 | $5.7M |
| NFJ Investment Group, LLC | 0.19% | Reduce -4.1% | 19,474 | $5.5M |
| Metis Global Partners, LLC | 0.14% | Add +10.9% | 18,991 | $5.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +12.1% | 18,903 | $5.4M |
| Arizona State Retirement System | 0.03% | Add +1.2% | 18,801 | $5.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +3.5% | 18,499 | $5.2M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +3.6% | 18,240 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.6% | 18,222 | $5.2M |
| Diversify Wealth Management, LLC | 0.31% | Add +17.4% | 19,891 | $5.1M |
| State of Michigan Retirement System | 0.03% | No change | 17,460 | $4.9M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -24.8% | 17,032 | $4.9M |
| Dean Investment Associates, LLC | 0.71% | Add +3.5% | 16,938 | $4.8M |
| Forsta Ap-Fonden | 0.03% | Add +40.7% | 16,600 | $4.7M |
| USS Investment Management Ltd | 0.03% | Add +0.3% | 16,175 | $4.6M |
| Vestcor Inc | 0.14% | Add +1223.6% | 16,082 | $4.6M |
| Storebrand Asset Management As | 0.01% | Reduce -9.4% | 15,858 | $4.5M |
| Swedbank AB | 0.01% | Add +5.7% | 15,790 | $4.5M |
| Czech National Bank | 0.03% | Add +6.6% | 15,737 | $4.5M |
| Sarasin & Partners LLP | 0.04% | No change | 15,242 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.5% | 15,245 | $4.3M |
| New Age Alpha Advisors, LLC | 0.18% | Reduce -39.9% | 14,478 | $4.1M |
| Erste Asset Management GmbH | 0.03% | Add +0.0% | 14,348 | $4.1M |
| Composition Wealth, LLC | 0.07% | Add +0.5% | 14,202 | $4.0M |
| DNB Asset Management AS | 0.02% | Add +5.0% | 14,133 | $4.0M |
| Lighthouse Investment Partners, LLC | 0.17% | Reduce -85.3% | 14,121 | $4.0M |
| Kinloch Capital, LLC | 1.79% | Add +0.9% | 13,561 | $3.8M |
| Aurora Investment Managers, LLC. | 2.28% | Reduce -0.3% | 13,312 | $3.8M |
| Public Sector Pension Investment Board | 0.02% | Reduce -22.6% | 13,288 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -23.7% | 13,285 | $3.8M |
| HGI Capital Management, LLC | 5.07% | Add +1.0% | 13,207 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 12,870 | $3.6M |
| Sterling Capital Management LLC | 0.05% | Add +6.0% | 12,820 | $3.6M |
| Loudon Investment Management, LLC | 2.00% | Reduce -8.4% | 12,739 | $3.6M |
| Quinn Opportunity Partners LLC | 0.31% | Reduce -24.0% | 12,650 | $3.6M |
| Amalgamated Bank | 0.03% | Add +0.5% | 12,643 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +1.9% | 12,562 | $3.6M |
| Montag A & Associates Inc. | 0.17% | Reduce -1.4% | 12,445 | $3.6M |
| Bokf, NA | 0.06% | New | 12,520 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -25.3% | 12,268 | $3.5M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 12,254 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.2% | 11,893 | $3.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +16.0% | 11,618 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +2.5% | 11,286 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +61.0% | 10,840 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.24% | Reduce -2.9% | 10,652 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.5% | 10,546 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.6% | 10,120 | $2.9M |
| Westpac Banking Corp. | 0.19% | Reduce -6.3% | 9,780 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -74.7% | 9,769 | $2.8M |
| AXA S.A. | 0.01% | Add +0.9% | 9,721 | $2.8M |
| Pensionfund PDN | 1.85% | No change | 9,695 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +4.3% | 9,654 | $2.7M |
| Spirit of America Management Corp. | 0.57% | Add +19.9% | 9,636 | $2.7M |
| New York Life Investment Management LLC | 0.03% | Add +1.4% | 9,635 | $2.7M |
| Xponance LLC | 0.02% | Add +2.6% | 9,625 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Add +7.0% | 9,264 | $2.6M |
| Diversify Advisory Services, LLC | 0.10% | Add +64.8% | 10,257 | $2.6M |
| Fisher Funds Management LTD | 0.06% | Reduce -40.0% | 9,159 | $2.6M |
| Quilter Plc | 0.05% | Reduce -0.3% | 9,064 | $2.6M |
| CIBC Asset Management Inc | 0.01% | Reduce -8.2% | 8,927 | $2.5M |
| SG Americas Securities, LLC | 0.01% | Add +105.2% | 8,462 | $2.4M |
| Bank of Nova Scotia | 0.00% | Add +10.9% | 8,274 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 8,225 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.4% | 8,153 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.5% | 8,145 | $2.3M |
| Brookfield Corp | 0.00% | New | 8,105 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -89.7% | 7,960 | $2.3M |
| SteelPeak Wealth, LLC | 0.09% | New | 7,804 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +90.9% | 7,871 | $2.2M |
| Mission Creek Capital Partners, Inc. | 0.49% | Reduce -2.5% | 7,854 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -1.2% | 7,382 | $2.1M |
| Vanderbilt University | 0.39% | Reduce -0.9% | 7,259 | $2.1M |
| Cozad Asset Management Inc. | 0.18% | Add +4.2% | 7,187 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +9.5% | 7,160 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +4.8% | 7,170 | $2.0M |
| OP Asset Management Ltd | 0.03% | Add +6.1% | 7,101 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -2.2% | 7,082 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | New | 6,957 | $2.0M |
| Clifford Swan Investment Counsel LLC | 0.07% | Reduce -2.8% | 6,938 | $2.0M |
| Norinchukin Bank, The | 0.03% | Add +8.8% | 6,913 | $2.0M |
| LM Advisors LLC | 0.25% | Reduce -0.8% | 6,868 | $1.9M |
| Creative Planning | 0.00% | Reduce -1.4% | 6,681 | $1.9M |
| Gries Financial LLC | 0.34% | Add +2.1% | 6,507 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 6,301 | $1.8M |
| Ethic Inc. | 0.03% | Add +2.7% | 5,943 | $1.7M |
| Azzad Asset Management Inc. | 0.18% | Add +4.0% | 5,843 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +6.8% | 5,833 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.2% | 5,808 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +3.5% | 5,693 | $1.6M |
| Commerce Bank | 0.01% | Add +1.9% | 5,657 | $1.6M |
| Vident Advisory, LLC | 0.02% | Reduce -56.6% | 5,655 | $1.6M |
| Marex Group Ltd | 0.03% | New | 5,600 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -15.9% | 5,577 | $1.6M |
| S-Bank Fund Management Ltd | 0.23% | Add +13.0% | 5,539 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 5,496 | $1.6M |
| Ieq Capital, LLC | 0.01% | Reduce -26.0% | 5,362 | $1.5M |
| Summit Trail Advisors, LLC | 0.03% | New | 5,309 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +116.3% | 5,355 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.3% | 5,351 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.6% | 5,297 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Reduce -9.6% | 5,232 | $1.5M |
| Wealthstar Advisors, LLC | 0.55% | Add +6.8% | 5,185 | $1.5M |
| Swiss Life Asset Management Ltd | 0.01% | Add +2.6% | 5,141 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +54.0% | 5,122 | $1.5M |
| Tredje AP-fonden | 0.01% | No change | 5,095 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +7.0% | 5,118 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.7% | 5,036 | $1.4M |
| Avanza Fonder AB | 0.04% | Reduce -1.1% | 5,000 | $1.4M |
| Provident Investment Management, Inc. | 0.12% | Reduce -6.4% | 4,962 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -93.3% | 4,951 | $1.4M |
| Naviter Wealth, LLC | 0.17% | Add +8.9% | 4,888 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -61.9% | 4,912 | $1.4M |
| Camelot Portfolios, LLC | 0.82% | Reduce -0.2% | 4,840 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.1% | 4,834 | $1.4M |
| &partners | 0.01% | New | 4,777 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 4,654 | $1.3M |
| Pensionfund Sabic | 0.37% | No change | 4,650 | $1.3M |
| Candriam S.C.A. | 0.01% | Reduce -5.4% | 4,620 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | — | 4,448 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 4,440 | $1.3M |
| Vinva Investment Management Ltd | 0.03% | Add +107.8% | 4,346 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.56% | Add +9.7% | 4,296 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +10.5% | 4,173 | $1.2M |
| Kentucky Retirement Systems | 0.03% | Reduce -6.2% | 4,089 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +0.7% | 4,080 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.47% | Reduce -0.8% | 4,035 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 4,023 | $1.1M |
| Osterweis Capital Management Inc. | 0.07% | No change | 4,000 | $1.1M |
| NEOS Investment Management LLC | 0.01% | Add +72.3% | 3,912 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.9% | 3,878 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -20.2% | 3,804 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 3,779 | $1.1M |
| DoubleLine ETF Adviser LP | 0.34% | Add +1.4% | 3,777 | $1.1M |
| Ostrum Asset Management | 0.05% | Reduce -2.8% | 3,686 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -13.8% | 3,672 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.2% | 3,562 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 3,539 | $1.0M |
| Jain Global LLC | 0.02% | New | 3,527 | $1000K |
| Capital World Investors | 0.00% | Add +246.8% | 3,475 | $985K |
| Tidal Investments LLC | 0.01% | Add +22.3% | 3,453 | $979K |
| Kestra Advisory Services, LLC | 0.00% | No change | 3,444 | $976K |
| OneDigital Investment Advisors LLC | 0.01% | New | 3,418 | $969K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.9% | 3,400 | $964K |
| Securian Asset Management, Inc. | 0.03% | No change | 3,379 | $958K |
| Fisher Asset Management | 0.00% | Add +33.6% | 3,342 | $947K |
| Atria Investments, Inc | 0.01% | Reduce -2.1% | 3,328 | $943K |
| Allworth Financial LP | 0.00% | Add +220.4% | 3,319 | $941K |
| Corient Private Wealth LP | 0.00% | Add +25.5% | 3,231 | $916K |
| Horst & Graben Wealth Management LLC | 0.15% | No change | 3,220 | $913K |
| CPC Advisors, LLC | 0.11% | Add +13.5% | 3,215 | $911K |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +42.5% | 3,211 | $910K |
| Ossiam | 0.01% | Reduce -19.5% | 3,071 | $870K |
| New Mexico Educational Retirement Board | 0.03% | No change | 3,000 | $850K |
| US Bancorp \de | 0.00% | Reduce -18.6% | 2,989 | $847K |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.53% | Reduce -24.7% | 2,985 | $846K |
| Maryland State Retirement & Pension System | 0.02% | No change | 2,984 | $846K |
| LVW Advisors, LLC | 0.09% | Add +34.4% | 2,929 | $830K |
| Barings LLC | 0.02% | New | 3,019 | $829K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.9% | 2,792 | $795K |
| GC Wealth Management RIA, LLC | 0.06% | Add +13.5% | 2,756 | $781K |
| Plato Investment Management Ltd | 0.06% | Add +63.4% | 2,733 | $772K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +35.7% | 2,692 | $763K |
| Sound Financial Strategies Group, LLC | 0.62% | Add +3.7% | 2,578 | $731K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +235.3% | 2,568 | $728K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +64.3% | 2,554 | $724K |
| Intech Investment Management LLC | 0.01% | Add +28.8% | 2,530 | $717K |
| Horizon Investments, LLC | 0.01% | Add +169.1% | 2,500 | $709K |
| FORA Capital, LLC | 0.08% | New | 2,488 | $705K |
| Dark Forest Capital Management LP | 0.03% | New | 2,479 | $703K |
| Bramshill Investments, LLC | 0.07% | No change | 2,457 | $696K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +13.0% | 2,454 | $695K |
| Invst, LLC | 0.09% | Add +0.0% | 2,442 | $692K |
| Allstate Corp. | 0.05% | Reduce -80.0% | 2,343 | $664K |
| RB Capital Management, LLC | 0.15% | Reduce -0.5% | 2,317 | $657K |
| Valeo Financial Advisors, LLC | 0.02% | Add +17.7% | 2,312 | $655K |
| SlateStone Wealth, LLC | 0.06% | Reduce -0.4% | 2,300 | $652K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 2,299 | $652K |
| Claro Advisors Inc. | 0.10% | Reduce -0.7% | 2,231 | $632K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.6% | 2,223 | $630K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.3% | 2,220 | $629K |
| MAI Capital Management | 0.00% | Add +3.1% | 2,206 | $625K |
| Two Sigma Investments, LP | 0.00% | Reduce -52.2% | 2,200 | $623K |
| QRG Capital Management, Inc. | 0.01% | Add +1.5% | 2,161 | $612K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +5.8% | 2,143 | $607K |
| Penserra Capital Management LLC | 0.01% | Reduce -5.6% | 2,143 | $606K |
| Global X Japan Co., Ltd. | 0.06% | Reduce -2.2% | 2,130 | $604K |
| World Investment Advisors | 0.01% | Add +7.7% | 2,105 | $597K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -49.5% | 2,103 | $596K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 2,054 | $582K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +158.2% | 2,009 | $569K |
| Prudential PLC | 0.00% | Add +157.8% | 2,006 | $569K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 2,000 | $567K |
| Quadrant Capital Group LLC | 0.02% | Reduce -3.8% | 1,995 | $565K |
| Graham Capital Management, L.P. | 0.02% | Reduce -76.6% | 1,986 | $563K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.9% | 1,967 | $557K |
| Qtron Investments LLC | 0.07% | No change | 1,915 | $543K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.4% | 1,876 | $532K |
| Versant Capital Management, Inc | 0.08% | Add +16.0% | 1,867 | $529K |
| Turning Point Benefit Group, Inc. | 0.40% | Add +2.3% | 1,861 | $527K |
| Gen-Wealth Partners Inc | 0.20% | Reduce -0.6% | 1,842 | $522K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -13.1% | 1,831 | $519K |
| Ritholtz Wealth Management | 0.01% | Reduce -65.9% | 1,824 | $517K |
| Groupe la Francaise | 0.01% | Reduce -9.8% | 1,794 | $508K |
| Guggenheim Capital LLC | 0.00% | Add +2.9% | 1,786 | $506K |
| Choreo, LLC | 0.01% | Add +12.4% | 1,760 | $503K |
| Park Avenue Securities LLC | 0.00% | New | 1,758 | $498K |
| Perbak Capital Partners LLP | 0.11% | Add +66.7% | 1,745 | $495K |
| Syon Capital LLC | 0.03% | Add +135.0% | 1,744 | $494K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -6.5% | 1,736 | $492K |
| Squarepoint Ops LLC | 0.00% | Add +0.3% | 1,731 | $491K |
| Groupama Asset Managment | 0.01% | Reduce -76.0% | 1,715 | $489K |
| Wulff, Hansen & Co. | 0.42% | No change | 1,717 | $487K |
| Two Sigma Securities, LLC | 0.06% | Add +46.4% | 1,684 | $477K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 1,650 | $468K |
| Contravisory Investment Management, Inc. | 0.09% | Reduce -0.4% | 1,648 | $467K |
| Trivium Point Advisory, LLC | 0.05% | Add +8.5% | 1,645 | $466K |
| Summitry LLC | 0.02% | Add +0.6% | 1,615 | $458K |
| Optas, LLC | 0.09% | New | 1,602 | $454K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +0.1% | 1,593 | $451K |
| Washington Trust Bank | 0.04% | No change | 1,573 | $446K |
| Bessemer Group Inc. | 0.00% | Reduce -57.5% | 1,556 | $441K |
| Independent Advisor Alliance | 0.01% | Reduce -4.0% | 1,542 | $437K |
| Investment Management Corp of Ontario | 0.01% | Reduce -16.3% | 1,538 | $436K |
| Chicago Partners Investment Group LLC | 0.01% | Add +70.2% | 1,457 | $426K |
| Federated Hermes, Inc. | 0.00% | Reduce -19.8% | 1,494 | $423K |
| Revisor Wealth Management LLC | 0.15% | Add +4.4% | 1,445 | $419K |
| Checchi Capital Advisers, LLC | 0.03% | Add +0.3% | 1,455 | $412K |
| State of Wyoming | 0.05% | New | 1,439 | $408K |
| Ascentis Independent Advisors | 0.08% | Reduce -10.2% | 1,432 | $406K |
| Mufg Securities Americas Inc. | 0.03% | Add +25.4% | 1,427 | $404K |
| Whittier Trust Co. | 0.00% | Reduce -2.8% | 1,406 | $398K |
| Empowered Funds, LLC | 0.00% | Add +15.3% | 1,401 | $397K |
| GAMMA Investing LLC | 0.02% | Reduce -5.4% | 1,383 | $392K |
| Inscription Capital, LLC | 0.06% | New | 1,369 | $388K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,343 | $381K |
| Aaron Wealth Advisors LLC | 0.04% | Add +28.9% | 1,334 | $378K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -11.8% | 1,315 | $372K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,285 | $364K |
| Cwm, LLC | 0.00% | Reduce -6.6% | 1,273 | $361K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -3.1% | 1,268 | $359K |
| Yoffe Investment Management, LLC | 0.49% | Add +0.1% | 1,255 | $356K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,245 | $353K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,200 | $340K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,200 | $340K |
| Norden Group LLC | 0.04% | Reduce -1.9% | 1,167 | $331K |
| Glenmede Investment Management, LP | 0.00% | — | 1,159 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.0% | 1,147 | $325K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -6.7% | 1,135 | $322K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1442.3% | 1,095 | $310K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -73.8% | 1,071 | $304K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -33.8% | 1,068 | $303K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,057 | $302K |
| EntryPoint Capital, LLC | 0.15% | New | 1,051 | $298K |
| AlphaStar Capital Management, LLC | 0.02% | New | 1,040 | $295K |
| Legacy Wealth Asset Management, LLC | 0.07% | Add +1.2% | 1,015 | $288K |
| HUB Investment Partners, LLC | 0.01% | New | 1,012 | $287K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.9% | 1,005 | $285K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 1,000 | $283K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -41.5% | 992 | $281K |
| Bailard, Inc. | 0.01% | No change | 989 | $280K |
| Stephens Inc. | 0.00% | Add +0.3% | 988 | $280K |
| Inspire Investing, LLC | 0.03% | Reduce -3.0% | 986 | $279K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 976 | $277K |
| Focus Partners Wealth | 0.00% | Add +32.5% | 961 | $273K |
| Certuity, LLC | 0.03% | Reduce -15.2% | 957 | $271K |
| Pinnacle Associates Ltd. | 0.00% | Add +31.2% | 954 | $270K |
| Stevens Capital Management LP | 0.07% | New | 950 | $269K |
| Wealthspire Advisors, LLC | 0.00% | Add +38.6% | 923 | $261K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -4.1% | 902 | $259K |
| V-Square Quantitative Management LLC | 0.03% | Add +5.6% | 912 | $258K |
| Kera Capital Partners, Inc. | 0.05% | Reduce -16.1% | 905 | $256K |
| Baker Avenue Asset Management, LP | 0.01% | Add +14.0% | 905 | $256K |
| Siemens Fonds Invest GmbH | 0.01% | Add +19.4% | 893 | $253K |
| Conscious Wealth Investments, LLC | 0.16% | No change | 869 | $253K |
| Ascentis Wealth Management, LLC | 0.07% | Reduce -56.5% | 885 | $252K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.6% | 879 | $249K |
| Canada Post Corp Registered Pension Plan | 0.01% | New | 870 | $247K |
| Trust Co. of Vermont | 0.01% | No change | 850 | $241K |
| Profund Advisors LLC | 0.01% | Reduce -1.5% | 847 | $240K |
| GTS Securities LLC | 0.01% | New | 846 | $240K |
| Greenleaf Trust | 0.00% | Reduce -15.7% | 844 | $239K |
| Copperwynd Financial, LLC | 0.06% | Add +6.7% | 842 | $239K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +11.1% | 829 | $235K |
| NewEdge Wealth, LLC | 0.00% | Add +14.0% | 896 | $230K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 806 | $228K |
| Meeder Advisory Services, Inc. | 0.01% | Add +3.1% | 803 | $228K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -9.1% | 803 | $228K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 792 | $227K |
| Evergreen Capital Management LLC | 0.01% | Add +10.1% | 795 | $227K |
| Renaissance Group LLC | 0.01% | Reduce -3.1% | 802 | $227K |
| Patton Fund Management, Inc. | 0.05% | New | 799 | $226K |
| Merit Financial Group, LLC | 0.00% | New | 789 | $224K |
| Corton Capital Inc. | 0.26% | New | 785 | $222K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.7% | 771 | $220K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.4% | 770 | $220K |
| Sowell Financial Services LLC | 0.01% | Add +0.4% | 775 | $220K |
| Segment Wealth Management, LLC | 0.01% | New | 775 | $220K |
| Spinnaker Trust | 0.01% | No change | 775 | $220K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -4.2% | 761 | $216K |
| WESCAP Management Group, Inc. | 0.05% | No change | 761 | $216K |
| Schnieders Capital Management LLC | 0.04% | Reduce -1.6% | 757 | $215K |
| Equitable Holdings, Inc. | 0.00% | New | 753 | $213K |
| D.A. Davidson & Co. | 0.00% | No change | 750 | $213K |
| American State Bank (Iowa) | 0.12% | No change | 748 | $212K |
| Payne Capital Management, LLC | 0.08% | No change | 742 | $210K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 737 | $209K |
| Brevan Howard Capital Management LP | 0.00% | New | 723 | $205K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -2.7% | 713 | $202K |
| Allie Family Office LLC | 0.10% | No change | 712 | $202K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -1.4% | 709 | $201K |
| Cetera Trust Company, N.A | 0.11% | New | 645 | $183K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -0.2% | 642 | $182K |
| Principal Securities, Inc. | 0.00% | Add +29.7% | 637 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 612 | $173K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.5% | 576 | $163K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 547 | $155K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 542 | $154K |
| Principia Wealth Advisory, LLC | 0.13% | Add +1.0% | 525 | $149K |
| North Star Investment Management Corp. | 0.01% | No change | 500 | $142K |
| FIL Ltd | 0.00% | Reduce -28.1% | 495 | $140K |
| CX Institutional | 0.00% | Reduce -0.2% | 495 | $140K |
| Catalyst Capital Advisors LLC | 0.00% | New | 453 | $128K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -3.7% | 446 | $126K |
| Signaturefd, LLC | 0.00% | Reduce -1.4% | 427 | $121K |
| Jones Financial Companies LLLP | 0.00% | Add +37.7% | 409 | $117K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.9% | 402 | $114K |
| Brown Brothers Harriman & Co. | 0.00% | Add +29.3% | 397 | $113K |
| Assetmark, Inc. | 0.00% | Add +63.7% | 383 | $109K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +3.3% | 378 | $107K |
| ORG Partners LLC | 0.02% | Add +3.7% | 673 | $104K |
| Brooklyn Investment Group | 0.01% | Add +86.3% | 354 | $100K |
| Center for Financial Planning, Inc. | 0.01% | No change | 350 | $99K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 304 | $86K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 303 | $86K |
| Clearstead Trust, LLC | 0.02% | No change | 297 | $84K |
| DT Investment Partners, LLC | 0.01% | No change | 297 | $84K |
| Global Retirement Partners, LLC | 0.00% | — | 296 | $84K |
| Huntington National Bank | 0.00% | Add +16.1% | 288 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +70.1% | 279 | $79K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -17.0% | 269 | $77K |
| Spire Wealth Management | 0.00% | Add +12050.0% | 243 | $69K |
| Arax Advisory Partners | 0.00% | Add +2.8% | 224 | $66K |
| CI Investments Inc. | 0.00% | Reduce -1.3% | 228 | $65K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 221 | $64K |
| Ridgewood Investments LLC | 0.03% | No change | 215 | $61K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Reduce -21.8% | 215 | $61K |
| Ameriflex Group, Inc. | 0.03% | No change | 208 | $60K |
| Cromwell Holdings LLC | 0.04% | Add +3.0% | 206 | $59K |
| Sentry Investment Management LLC | 0.03% | No change | 200 | $57K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 200 | $57K |
| CoreCap Advisors, LLC | 0.00% | Add +6.0% | 195 | $55K |
| CENTRAL TRUST Co | 0.00% | No change | 195 | $55K |
| Pacific Center for Financial Services | 0.01% | Reduce -11.9% | 192 | $54K |
| MUFG Securities EMEA plc | 0.00% | New | 189 | $54K |
| Ameritas Advisory Services, LLC | 0.00% | New | 185 | $52K |
| Clearstead Advisors, LLC | 0.00% | Add +475.0% | 184 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +21.1% | 178 | $50K |
| Bogart Wealth, LLC | 0.00% | Add +8700.0% | 176 | $50K |
| CYBER HORNET ETFs LLC | 0.03% | New | 168 | $48K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +1.2% | 167 | $47K |
| Covestor Ltd | 0.03% | Add +228.6% | 161 | $46K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 158 | $45K |
| Trust Co. of Toledo NA | 0.00% | New | 155 | $44K |
| Larson Financial Group LLC | 0.00% | Add +108.3% | 150 | $43K |
| UMB Bank, n.a. | 0.00% | Reduce -7.0% | 147 | $42K |
| Capital Analysts, LLC | 0.00% | No change | 136 | $39K |
| Tobam | 0.01% | Add +167.3% | 131 | $37K |
| Princeton Global Asset Management LLC | 0.01% | New | 120 | $34K |
| Muzinich & Co., Inc. | 0.01% | No change | 116 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +13.0% | 104 | $30K |
| Private Trust Co. NA | 0.00% | No change | 103 | $29K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 101 | $29K |
| Richardson Financial Services Inc. | 0.02% | Add +300.0% | 100 | $28K |
| WPG Advisers, LLC | 0.02% | No change | 100 | $28K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $28K |
| Parkside Financial Bank & Trust | 0.00% | No change | 99 | $28K |
| Fulcrum Asset Management LLP | 0.01% | — | 88 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +22.6% | 76 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +7200.0% | 73 | $21K |
| Smithfield Trust Co | 0.00% | No change | 66 | $19K |
| AlphaQuest LLC | 0.00% | No change | 64 | $18K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -49.1% | 58 | $16K |
| Meeder Asset Management Inc. | 0.00% | Add +152.2% | 58 | $16K |
| Keystone Global Partners, LLC | 0.01% | No change | 53 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Add +12.5% | 54 | $15K |
| GoalVest Advisory LLC | 0.00% | New | 50 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $14K |
| True Wealth Design, LLC | 0.00% | Add +74.1% | 47 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 45 | $13K |
| Hilltop National Bank | 0.00% | — | 44 | $12K |
| Summit Securities Group LLC | 0.00% | New | 43 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.3% | 43 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -12.8% | 41 | $12K |
| TCTC Holdings, LLC | 0.00% | No change | 40 | $11K |
| NewSquare Capital LLC | 0.00% | Reduce -11.4% | 39 | $11K |
| Kestra Investment Management, LLC | 0.00% | No change | 39 | $11K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.4% | 40 | $11K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 38 | $11K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | New | 37 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 37 | $10K |
| Sierra Ocean, LLC | 0.01% | No change | 35 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 36 | $10K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.2% | 31 | $9K |
| Sagard Holdings Management Inc. | 0.02% | — | 30 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 30 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +525.0% | 25 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 25 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +20.0% | 24 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 23 | $7K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 22 | $6K |
| Investors Research Corp | 0.00% | No change | 22 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 21 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -97.9% | 22 | $6K |
| Park Place Capital Corp | 0.00% | Reduce -66.1% | 20 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -11.1% | 16 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Red Tortoise LLC | 0.00% | No change | 13 | $4K |
| Howard Hughes Medical Institute | 0.00% | New | 13 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -47.6% | 11 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 10 | $3K |
| Archer Investment Corp | 0.00% | No change | 10 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.2% | 10 | $3K |
| Sachetta, LLC | 0.00% | Add +125.0% | 9 | $3K |
| Grove Bank & Trust | 0.00% | No change | 9 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -91.9% | 9 | $3K |
| SouthState Bank Corp | 0.00% | Add +50.0% | 9 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 9 | $2K |
| Pacifica Partners Inc. | 0.00% | New | 8 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Hemington Wealth Management | 0.00% | No change | 10 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +600.0% | 7 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $2K |
| Ancora Advisors LLC | 0.00% | New | 6 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -44.4% | 5 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 5 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 4 | $1K |
| Bayforest Capital Ltd | 0.00% | New | 4 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 4 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $1K |
| Nova Wealth Management, Inc. | 0.00% | New | 3 | $932 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -99.7% | 3 | $858 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -57.1% | 3 | $851 |
| Clark Wealth Partners | 0.00% | No change | 3 | $850 |
| Rise Advisors, LLC | 0.00% | No change | 3 | $850 |
| Rossby Financial, LCC | 0.00% | New | 3 | $850 |
| Activest Wealth Management | 0.00% | Reduce -50.0% | 3 | $850 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -75.0% | 3 | $850 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $850 |
| Motco | 0.00% | No change | 3 | $781 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 2 | $567 |
| Stephens Consulting, LLC | 0.00% | New | 2 | $567 |
| TD Capital Management LLC | 0.00% | No change | 1 | $297 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -66.7% | 1 | $286 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $286 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $284 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 1 | $283 |
| Essential Partners LLC | 0.00% | — | 1 | $283 |
| Avion Wealth | 0.00% | Reduce -50.0% | 1 | $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.