Essex Property TrustESS

13F holders, Q3 2025 (September 30)
608holders −9
55new positions
69sold out
6famous investors
$267.67avg. 13F price*

At the end of Q3 2025, 608 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 9 from Q2 2025. 55 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($1.9B) and Cohen & Steers, Inc. ($1.7B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions55$244.4M
Exits69$130.0M

All 13F filers, Q2 2025 → Q3 2025: 4,718,059 shares bought and 3,867,126 shares sold, net +850,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 608 holders

Vanguard Group Inc. 0.04% Reduce -1.4% 10,343,431 $2.8B
BlackRock, Inc. 0.03% Add +1.1% 7,241,117 $1.9B
Cohen & Steers, Inc. 3.12% Add +16.1% 6,465,516 $1.7B
State Street Corp. 0.05% Reduce -1.4% 5,311,499 $1.4B
T. Rowe Price Associates Inc. 0.11% Add +10.6% 3,671,881 $982.8M
Geode Capital Management, LLC 0.03% Add +1.4% 1,850,863 $493.6M
Principal Financial Group Inc. 0.19% Reduce -2.4% 1,378,258 $368.9M
Daiwa Securities Group Inc. 1.05% Add +9.5% 1,157,617 $309.8M
Massachusetts Financial Services Co. 0.08% Reduce -19.9% 994,140 $266.1M
Northern Trust Corp. 0.03% Reduce -3.0% 942,756 $252.3M
Dimensional Fund Advisors LP 0.05% Add +0.6% 929,187 $248.7M
Legal & General Group Plc 0.06% Reduce -0.9% 921,282 $246.6M
Ameriprise Financial Inc. 0.05% Add +3.9% 882,010 $233.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 797,594 $213.5M
Invesco Ltd. 0.03% Add +7.0% 786,774 $210.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +973.0% 743,954 $199.1M
Morgan Stanley 0.01% Reduce -2.2% 729,925 $195.4M
Boston Partners 0.18% Reduce -24.1% 653,568 $174.9M
Resolution Capital Ltd 3.31% Reduce -25.2% 634,598 $169.9M
ProShare Advisors LLC 0.34% Add +2.1% 601,341 $161.0M
JPMorgan Chase & Co. 0.01% Add +3.9% 594,450 $159.1M
Rush Island Management, LP 10.90% New 594,108 $159.0M
Deutsche Bank AG 0.05% Reduce -38.8% 533,788 $142.9M
Goldman Sachs Group Inc. 0.02% Add +16.7% 525,460 $140.6M
Russell Investments Group, Ltd. 0.16% Add +3.0% 524,756 $140.4M
Centersquare Investment Management LLC 1.39% Add +473.5% 516,756 $138.3M
Nuveen, LLC 0.04% Add +57.3% 515,766 $138.0M
Jacobs Levy Equity Management, Inc. 0.50% Reduce -8.4% 468,885 $125.5M
Bank of New York Mellon Corp 0.02% Reduce -3.5% 428,866 $114.8M
Wellington Management Group LLP 0.02% Reduce -37.9% 388,006 $103.9M
Sei Investments Co. 0.09% Add +4.5% 325,218 $87.0M
Duff & Phelps Investment Management Co. 0.92% Add +2.4% 304,446 $81.5M
UBS Group AG 0.01% Add +8.9% 275,690 $73.8M
American Century Companies Inc. 0.04% Reduce -9.2% 264,887 $70.9M
FMR LLC 0.00% Reduce -59.4% 250,234 $67.0M
Nomura Asset Management Co. Ltd. 0.17% Add +2.0% 249,111 $66.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.9% 229,793 $61.5M
Bank of America Corp. 0.00% Add +12.8% 221,089 $59.2M
APG Asset Management US Inc. 0.42% No change 212,048 $56.5M
Macquarie Group Ltd. 0.06% Add +9.3% 205,077 $54.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.9% 198,793 $53.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Reduce -28.9% 191,274 $51.2M
Vest Financial, LLC 0.67% Reduce -1.0% 190,781 $51.1M
HSBC Holdings PLC 0.03% Add +11.1% 190,787 $51.0M
Swiss National Bank 0.03% Reduce -4.7% 185,552 $49.7M
Aberdeen Group plc 0.08% Reduce -9.1% 184,420 $48.9M
Citigroup Inc. 0.03% Add +98.8% 175,688 $47.0M
Lido Advisors, LLC 0.19% Reduce -0.2% 170,563 $46.1M
Heitman Real Estate Securities LLC 3.01% Reduce -12.8% 164,582 $44.1M
State of Tennessee, Department of Treasury 0.15% Add +17.7% 162,765 $43.6M
CANADA LIFE ASSURANCE Co 0.06% Add +5.1% 160,840 $42.8M
Amundi 0.01% Reduce -2.8% 161,502 $42.2M
California Public Employees Retirement System 0.02% Reduce -8.3% 154,983 $41.5M
Barclays PLC 0.02% Add +10.2% 154,634 $41.4M
Quantinno Capital Management LP 0.11% Add +21.4% 152,673 $40.9M
Royal Bank of Canada 0.01% Reduce -2.5% 144,596 $38.7M
Schroder Investment Management Group 0.03% Reduce -17.3% 137,746 $36.3M
Rhumbline Advisers 0.03% Reduce -3.7% 133,448 $35.7M
National Pension Service 0.03% Add +5.6% 131,355 $35.2M
CBRE Investment Management Listed Real Assets LLC 0.50% No change 131,098 $35.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% No change 129,070 $34.5M
Allianz Asset Management GmbH 0.04% Add +11.9% 128,262 $34.3M
Asset Management One Co., Ltd. 0.10% Reduce -4.1% 127,028 $34.0M
BNP Paribas Financial Markets 0.03% Reduce -1.0% 123,829 $33.1M
Public Employees Retirement System of Ohio 0.10% Reduce -0.5% 112,453 $30.1M
AQR Capital Management 0.02% Add +334.2% 102,288 $26.8M
California State Teachers Retirement System 0.03% Add +1.4% 96,996 $26.0M
STRS Ohio 0.09% Add +29.2% 95,042 $25.4M
Andra AP-fonden 0.30% Add +223.3% 88,900 $23.8M
Prudential Financial Inc. 0.03% Reduce -86.2% 85,499 $22.9M
Pacific Heights Asset Management LLC 1.01% Add +41.7% 85,000 $22.8M
Alliancebernstein L.P. 0.01% Reduce -0.7% 82,648 $22.1M
Baird Financial Group, Inc. 0.03% Reduce -0.3% 81,092 $21.7M
Investure, LLC 1.21% No change 73,031 $19.5M
Lighthouse Investment Partners, LLC 0.67% Add +393.1% 69,629 $18.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +7.7% 68,686 $18.4M
Westwood Holdings Group Inc. 0.13% Add +29.0% 67,874 $18.2M
Engineers Gate Manager LP 0.20% Reduce -44.3% 65,925 $17.6M
Gotham Asset Management 0.07% Add +23.7% 63,319 $16.9M
KBC Group NV 0.04% Reduce -2.2% 62,184 $16.6M
Sophron Capital Management L.P. 5.07% Add +2.0% 61,503 $16.5M
American Assets Investment Management, LLC 1.17% No change 59,500 $15.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.7% 58,243 $15.6M
Verition Fund Management LLC 0.09% New 58,101 $15.6M
Robeco Institutional Asset Management B.V. 0.02% Add +1.1% 56,958 $15.2M
Utah Retirement Systems 0.15% No change 55,969 $15.0M
New York State Teachers Retirement System 0.03% Reduce -0.0% 55,557 $14.9M
Envestnet Asset Management Inc. 0.00% Reduce -5.3% 54,933 $14.7M
APG Asset Management N.V. 0.04% Reduce -1.4% 64,500 $14.7M
Uniplan Investment Counsel, Inc. 1.49% Add +1.1% 54,885 $14.7M
Wells Fargo & Company 0.00% Add +16.1% 52,861 $14.1M
Bank of Montreal 0.01% Add +57.9% 51,805 $13.9M
Retirement Systems of Alabama 0.04% Reduce -0.2% 50,386 $13.5M
DekaBank Deutsche Girozentrale 0.02% No change 50,197 $13.2M
LMR Partners LLP 0.25% New 49,044 $13.1M
Earnest Partners LLC 0.06% Reduce -4.9% 48,760 $13.1M
Aviva PLC 0.02% Add +1.1% 48,488 $13.0M
SG Americas Securities, LLC 0.05% Add +472.8% 48,472 $13.0M
Royal London Asset Management Ltd. 0.03% Add +23.3% 45,703 $12.2M
Handelsbanken Fonder AB 0.04% Reduce -2.0% 45,554 $12.2M
Resona Asset Management Co.,Ltd. 0.06% Add +5.4% 45,087 $12.0M
Cibc World Market Inc. 0.02% Add +48.5% 43,912 $11.8M
New York State Common Retirement Fund 0.02% Reduce -2.7% 43,883 $11.7M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -39.1% 43,600 $11.7M
State of Wisconsin Investment Board 0.03% Reduce -9.2% 42,929 $11.5M
Danske Bank A/S 0.03% Add +15.7% 41,606 $11.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.1% 40,326 $10.8M
National Bank of Canada 0.01% Reduce -11.5% 39,808 $10.7M
Toronto Dominion Bank 0.02% Reduce -0.9% 39,729 $10.6M
Forsta Ap-Fonden 0.06% Add +138.6% 39,600 $10.6M
State of Alaska, Department of Revenue 0.10% Reduce -0.9% 38,074 $10.2M
Heartland Advisors Inc. 0.53% Reduce -21.0% 37,221 $10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -0.2% 36,374 $9.7M
Illinois Municipal Retirement Fund 0.12% Add +9.1% 35,814 $9.6M
Van Eck Associates Corp. 0.01% Add +9.2% 34,143 $9.1M
Meiji Yasuda Asset Management Co Ltd. 0.43% Reduce -0.5% 33,596 $9.0M
Janney Montgomery Scott LLC 0.02% New 33,441 $9.0M
Victory Capital Management Inc. 0.01% Add +1.9% 33,402 $8.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.4% 32,869 $8.8M
Yousif Capital Management, LLC 0.09% Reduce -1.8% 32,765 $8.8M
LPL Financial LLC 0.00% Add +4.0% 32,574 $8.7M
State of New Jersey Common Pension Fund D 0.03% Add +3.8% 32,291 $8.6M
Landmark Investment Partners, L.P. 6.97% Reduce -66.0% 31,777 $8.5M
Pictet Asset Management Holding SA 0.01% Reduce -40.3% 29,838 $8.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -4.2% 29,691 $7.9M
Vert Asset Management LLC 2.65% Add +3.5% 29,412 $7.9M
Leeward Investments, LLC - MA 0.40% Reduce -3.5% 29,347 $7.9M
Vestcor Inc 0.23% Add +78.7% 28,730 $7.7M
Aew Capital Management L P 0.43% Reduce -53.1% 28,660 $7.7M
Treasurer of the State of North Carolina 0.02% Reduce -3.8% 28,652 $7.7M
Swiss Life Asset Management Ltd 0.04% Add +442.7% 27,902 $7.5M
UniSuper Management Pty Ltd 0.05% Add +5.1% 27,899 $7.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +3.8% 27,619 $7.4M
Perigon Wealth Management, LLC 0.15% Add +0.0% 27,470 $7.4M
Caisse de depot et placement du Quebec 0.01% New 26,582 $7.1M
Raymond James Financial Inc. 0.00% Reduce -16.3% 26,145 $7.0M
CIBC Bancorp USA Inc. 0.04% — 25,812 $6.9M
GSI Capital Advisors LLC 3.90% Reduce -7.6% 25,799 $6.9M
Stifel Financial Corp. 0.01% Reduce -9.9% 25,367 $6.8M
Natixis Advisors, LLC 0.01% Reduce -6.5% 25,086 $6.7M
Millennium Management 0.01% New 25,075 $6.7M
Franklin Resources Inc. 0.00% Reduce -47.6% 24,732 $6.6M
KLP Kapitalforvaltning As 0.03% No change 24,211 $6.5M
Lasalle Investment Management Securities LLC 0.25% No change 23,605 $6.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +11.6% 23,136 $6.2M
IFM Investors Pty Ltd 0.05% Reduce -4.2% 22,788 $6.1M
TD Asset Management Inc 0.00% Add +1.4% 22,638 $6.1M
Cresset Asset Management, LLC 0.03% Add +1.7% 22,361 $6.0M
Metis Global Partners, LLC 0.14% Add +18.1% 22,426 $6.0M
Carronade Capital Management, LP 0.61% No change 21,947 $5.9M
Thrivent Financial for Lutherans 0.01% Reduce -26.2% 21,894 $5.9M
Dean Investment Associates, LLC 0.81% Add +27.8% 21,648 $5.8M
Governors Lane LP 0.79% New 21,221 $5.7M
Korea Investment CORP 0.01% Reduce -42.7% 21,174 $5.7M
Diversify Wealth Management, LLC 0.32% Add +8.3% 21,550 $5.5M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -0.4% 20,294 $5.4M
Credit Agricole S A 0.02% — 19,454 $5.2M
NFJ Investment Group, LLC 0.18% Reduce -1.6% 19,155 $5.1M
Arizona State Retirement System 0.03% Add +1.0% 18,981 $5.1M
Nissay Asset Management Corp. /Japan 0.03% Reduce -0.5% 18,147 $4.9M
Achmea Investment Management B.V. 0.06% Reduce -36.4% 17,961 $4.8M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 17,770 $4.8M
State of Michigan Retirement System 0.02% No change 17,460 $4.7M
Davis Selected Advisers 0.02% Reduce -40.6% 16,951 $4.5M
Canada Pension Plan Investment Board 0.00% Reduce -39.3% 16,900 $4.5M
Quinn Opportunity Partners LLC 0.33% Add +31.6% 16,650 $4.5M
Czech National Bank 0.03% Add +4.0% 16,358 $4.4M
USS Investment Management Ltd 0.02% Reduce -0.5% 16,095 $4.3M
Storebrand Asset Management As 0.01% Add +1.2% 16,049 $4.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -15.2% 15,696 $4.2M
Janus Henderson Group PLC 0.00% No change 15,245 $4.1M
Swedbank AB 0.00% Reduce -5.7% 14,893 $4.0M
Peapack Gladstone Financial Corp. 0.05% Add +15.2% 14,476 $3.9M
Voya Investment Management LLC 0.00% Reduce -54.3% 14,342 $3.8M
Composition Wealth, LLC 0.06% Add +0.1% 14,212 $3.8M
Ensign Peak Advisors, Inc 0.01% Reduce -48.3% 13,925 $3.7M
Public Sector Pension Investment Board 0.01% Add +4.6% 13,901 $3.7M
Mercer Global Advisors Inc. 0.01% Add +16.8% 13,890 $3.7M
DNB Asset Management AS 0.01% Reduce -2.2% 13,826 $3.7M
Kinloch Capital, LLC 1.62% Add +1.9% 13,813 $3.7M
Nisa Investment Advisors, LLC 0.01% Reduce -20.1% 13,604 $3.7M
Aurora Investment Managers, LLC. 1.98% Add +2.1% 13,586 $3.6M
New Age Alpha Advisors, LLC 0.15% Reduce -7.1% 13,454 $3.6M
Citadel Advisors 0.00% New 13,288 $3.6M
HighTower Advisors, LLC 0.00% Add +0.4% 12,919 $3.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -32.0% 12,850 $3.4M
Bokf, NA 0.05% Add +1.4% 12,696 $3.4M
Sterling Capital Management LLC 0.05% Reduce -3.2% 12,407 $3.3M
Amalgamated Bank 0.02% Reduce -1.9% 12,404 $3.3M
Loudon Investment Management, LLC 1.65% Reduce -7.5% 11,783 $3.2M
CIBC Private Wealth Group LLC 0.01% Reduce -14.3% 11,379 $3.0M
Bank of Nova Scotia 0.01% Add +37.1% 11,341 $3.0M
Natixis 0.02% Reduce -61.2% 11,255 $3.0M
Susquehanna International Group, LLP 0.00% Add +0.5% 10,895 $2.9M
First Trust Advisors LP 0.00% Reduce -68.0% 10,741 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 10,812 $2.8M
AXA Investment Managers S.A. 0.01% — 10,469 $2.8M
Kingswood Wealth Advisors, LLC 0.17% Reduce -2.9% 10,345 $2.8M
Police & Firemen's Retirement System of New Jersey 0.02% Add +6.3% 10,261 $2.7M
Diversify Advisory Services, LLC 0.09% Add +4.7% 10,735 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Reduce -18.6% 9,980 $2.7M
Westpac Banking Corp. 0.16% No change 9,780 $2.6M
Spirit of America Management Corp. 0.52% Add +1.0% 9,736 $2.6M
Pensionfund PDN 1.68% No change 9,695 $2.6M
Cetera Investment Advisers 0.00% Add +127.6% 9,499 $2.5M
Truist Financial Corp. 0.00% Reduce -16.5% 9,427 $2.5M
New York Life Investment Management LLC 0.02% Reduce -2.6% 9,380 $2.5M
Mackenzie Financial Corp. 0.00% Add +1.2% 9,378 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +18.4% 9,317 $2.5M
Mariner, LLC 0.00% Reduce -24.1% 9,295 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -8.6% 9,254 $2.5M
Xponance LLC 0.02% Reduce -4.4% 9,198 $2.5M
CIBC Asset Management Inc 0.01% Add +0.1% 8,937 $2.4M
Quilter Plc 0.04% Reduce -2.9% 8,799 $2.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Reduce -74.2% 8,758 $2.3M
Balyasny Asset Management L.P. 0.00% New 8,739 $2.3M
Rafferty Asset Management, LLC 0.01% Add +6.2% 8,662 $2.3M
Woodline Partners LP 0.01% New 8,512 $2.3M
Teacher Retirement System of Texas 0.01% Reduce -13.7% 8,428 $2.3M
ING Groep NV 0.01% New 8,326 $2.2M
Brookfield Corp 0.00% No change 8,105 $2.2M
PNC Financial Services Group, Inc. 0.00% Reduce -2.2% 8,041 $2.2M
GAM Holding AG 0.13% New 8,019 $2.1M
Mission Creek Capital Partners, Inc. 0.41% Reduce -0.4% 7,824 $2.1M
Oppenheimer Asset Management Inc. 0.02% Add +8.7% 7,797 $2.1M
Creative Planning 0.00% Add +14.6% 7,657 $2.0M
NEOS Investment Management LLC 0.02% Add +94.4% 7,604 $2.0M
Sanctuary Advisors, LLC 0.01% Add +38.5% 7,415 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +33.9% 7,359 $2.0M
Knights of Columbus Asset Advisors LLC 0.11% Reduce -64.2% 7,237 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.4% 7,217 $1.9M
D. E. Shaw & Co. 0.00% Reduce -82.1% 7,200 $1.9M
OP Asset Management Ltd 0.03% No change 7,101 $1.9M
Caprock Group, LLC 0.05% — 7,032 $1.9M
Cozad Asset Management Inc. 0.15% Reduce -1.5% 7,078 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 6,996 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -5.4% 6,981 $1.9M
Norinchukin Bank, The 0.03% Add +0.6% 6,957 $1.9M
Clifford Swan Investment Counsel LLC 0.06% No change 6,938 $1.9M
HGI Capital Management, LLC 5.10% Reduce -47.5% 6,930 $1.9M
LM Advisors LLC 0.26% Reduce -3.9% 6,600 $1.8M
Gries Financial LLC 0.28% Add +0.8% 6,562 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -11.8% 6,319 $1.7M
Tredje AP-fonden 0.01% Add +24.2% 6,328 $1.7M
Edgestream Partners, L.P. 0.05% New 6,312 $1.7M
Public Employees Retirement Association of Colorado 0.01% No change 6,301 $1.7M
Azzad Asset Management Inc. 0.16% Add +6.2% 6,207 $1.7M
Dark Forest Capital Management LP 0.06% Add +147.4% 6,132 $1.6M
Stableford Capital II LLC 0.59% New 6,112 $1.6M
&partners 0.01% Add +19.4% 5,705 $1.5M
Summit Trail Advisors, LLC 0.02% Add +6.5% 5,657 $1.5M
GeoWealth Management, LLC 0.06% Add +8.7% 5,686 $1.5M
Wealthfront Advisers LLC 0.00% Add +17.5% 5,679 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -2.2% 5,567 $1.5M
Capital World Investors 0.00% Add +61.3% 5,606 $1.5M
Voloridge Investment Management, LLC 0.01% Reduce -29.9% 5,582 $1.5M
Commerce Bank 0.01% Reduce -2.5% 5,516 $1.5M
Nordea Investment Management AB 0.00% Add +9.3% 5,593 $1.5M
S-Bank Fund Management Ltd 0.19% Reduce -1.3% 5,468 $1.5M
Aaron Wealth Advisors LLC 0.09% Add +309.3% 5,460 $1.5M
GC Wealth Management RIA, LLC 0.05% Add +95.3% 5,381 $1.4M
Cerity Partners LLC 0.00% Add +46.0% 5,361 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -5.6% 5,265 $1.4M
Pacer Advisors, Inc. 0.00% Add +0.3% 5,135 $1.4M
Camelot Portfolios, LLC 0.81% Add +5.5% 5,108 $1.4M
Allstate Corp. 0.03% Add +117.7% 5,100 $1.4M
Naviter Wealth, LLC 0.16% Add +2.7% 5,022 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 5,036 $1.3M
Vinva Investment Management Ltd 0.03% Add +16.1% 5,044 $1.3M
Avanza Fonder AB 0.03% No change 5,000 $1.3M
Blackhawk Capital Partners, LLC 0.52% Add +15.4% 4,958 $1.3M
Vident Advisory, LLC 0.01% Reduce -13.6% 4,888 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -18.6% 4,747 $1.3M
Mizuho Securities USA LLC 0.03% Add +5.5% 4,691 $1.3M
Provident Investment Management, Inc. 0.11% Reduce -5.7% 4,677 $1.3M
Candriam S.C.A. 0.01% Reduce -0.9% 4,579 $1.2M
Pensionfund Sabic 0.33% Reduce -2.1% 4,550 $1.2M
Vanderbilt University 0.20% Reduce -38.7% 4,452 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -16.8% 4,405 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.4% 4,376 $1.2M
Fifth Third Bancorp 0.00% Add +4.5% 4,204 $1.1M
Man Group plc 0.00% New 4,174 $1.1M
Marex Group Ltd 0.01% Reduce -26.8% 4,100 $1.1M
Tiemann Investment Advisors, LLC 0.41% Reduce -0.0% 4,034 $1.1M
DoubleLine ETF Adviser LP 0.32% Add +6.5% 4,022 $1.1M
Kentucky Retirement Systems 0.03% Reduce -2.1% 4,001 $1.1M
Osterweis Capital Management Inc. 0.06% No change 4,000 $1.1M
MML Investors Services, LLC 0.00% Add +4.1% 3,935 $1.1M
Sigma Planning Corp 0.03% Reduce -4.4% 3,900 $1.0M
Hartford Investment Management Co. 0.03% Reduce -1.9% 3,804 $1.0M
Ontario Teachers Pension Plan Board 0.02% New 3,790 $1.0M
Kepler Cheuvreux (Suisse) SA 0.05% — 3,733 $999K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -3.4% 3,676 $984K
Jefferies Financial Group Inc. 0.01% New 3,648 $976K
Corient Private Wealth LP 0.00% Add +8.6% 3,508 $939K
OneDigital Investment Advisors LLC 0.01% Add +1.9% 3,483 $932K
Ethic Inc. 0.02% Reduce -41.5% 3,478 $931K
Beacon Pointe Advisors, LLC 0.01% Reduce -35.7% 3,443 $922K
Louisiana State Employees Retirement System 0.02% No change 3,400 $910K
Gulf International Bank (UK) Ltd 0.03% Reduce -4.1% 3,394 $908K
Campbell & CO Investment Adviser LLC 0.07% Add +5.4% 3,384 $906K
Rockefeller Capital Management L.P. 0.00% New 3,372 $903K
Allworth Financial LP 0.00% Reduce -0.3% 3,310 $886K
Horst & Graben Wealth Management LLC 0.13% No change 3,220 $862K
Ieq Capital, LLC 0.00% Reduce -40.4% 3,198 $856K
Tidal Investments LLC 0.00% Reduce -7.8% 3,184 $852K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.0% 3,170 $848K
Maryland State Retirement & Pension System 0.02% Add +5.1% 3,135 $839K
Securian Asset Management, Inc. 0.02% Reduce -7.4% 3,130 $838K
Nomura Holdings Inc. 0.00% New 3,089 $827K
Investment Management Corp of Ontario 0.01% Add +97.8% 3,042 $814K
Marshall Wace, LLP 0.00% Reduce -96.4% 3,003 $804K
New Mexico Educational Retirement Board 0.02% Reduce -3.3% 2,900 $776K
Kestra Advisory Services, LLC 0.00% Reduce -17.1% 2,855 $764K
Ossiam 0.01% Reduce -8.3% 2,815 $753K
Horizon Investments, LLC 0.01% Add +11.4% 2,784 $745K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +3.3% 2,780 $744K
Plato Investment Management Ltd 0.05% No change 2,733 $726K
US Bancorp \de 0.00% Reduce -9.5% 2,704 $724K
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.0% 2,680 $714K
LDR Capital Management LLC 1.93% New 2,651 $710K
Creative Financial Designs Inc. 0.05% Add +23100.0% 2,552 $683K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.7% 2,549 $682K
Intech Investment Management LLC 0.01% No change 2,530 $677K
Sound Financial Strategies Group, LLC 0.49% Reduce -2.6% 2,511 $672K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.3% 2,487 $666K
Syon Capital LLC 0.04% Add +42.5% 2,486 $665K
Invst, LLC 0.07% Add +0.6% 2,456 $657K
Barings LLC 0.01% No change 3,019 $635K
Steward Partners Investment Advisory, LLC 0.00% Add +112.8% 2,330 $624K
RB Capital Management, LLC 0.13% Reduce -0.3% 2,311 $619K
OMERS ADMINISTRATION Corp 0.00% No change 2,299 $615K
Entropy Technologies, LP 0.05% New 2,288 $612K
SlateStone Wealth, LLC 0.05% Reduce -1.1% 2,275 $609K
Claro Advisors Inc. 0.09% Add +1.0% 2,254 $603K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -51.6% 2,254 $603K
Tiaa Trust, National Association 0.00% Reduce -0.0% 2,222 $595K
ASR Vermogensbeheer N.V. 0.01% Add +0.1% 2,221 $594K
Rakuten Investment Management, Inc. 0.00% — 11,350 $594K
United Capital Financial Advisors, LLC 0.00% Add +124.3% 2,189 $586K
Turning Point Benefit Group, Inc. 0.35% Add +16.2% 2,163 $577K
Penserra Capital Management LLC 0.01% Add +0.2% 2,147 $573K
Global X Japan Co., Ltd. 0.05% Add +0.2% 2,135 $571K
Tower Research Capital LLC (TRC) 0.02% Add +0.2% 2,108 $564K
MAI Capital Management 0.00% Reduce -5.3% 2,088 $559K
Fisher Asset Management 0.00% Reduce -37.7% 2,081 $557K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.8% 2,062 $552K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 2,053 $550K
Cwm, LLC 0.00% Add +60.6% 2,044 $547K
Choreo, LLC 0.01% Add +15.0% 2,024 $547K
Concurrent Investment Advisors, LLC 0.01% Add +3.0% 2,027 $543K
Quadrant Capital Group LLC 0.02% Add +1.1% 2,017 $540K
Prudential PLC 0.00% No change 2,006 $537K
Ilmarinen Mutual Pension Insurance Co 0.00% No change 2,000 $535K
FORA Capital, LLC 0.09% Reduce -20.5% 1,979 $530K
QRG Capital Management, Inc. 0.01% Reduce -9.2% 1,962 $525K
Valeo Financial Advisors, LLC 0.01% Reduce -15.1% 1,962 $525K
World Investment Advisors 0.01% Reduce -7.1% 1,956 $524K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -23.7% 1,948 $521K
Chicago Partners Investment Group LLC 0.01% Add +39.5% 2,032 $521K
DRW Securities, LLC 0.03% New 1,926 $519K
Optas, LLC 0.09% Add +20.6% 1,932 $517K
Qtron Investments LLC 0.06% No change 1,915 $513K
Guggenheim Capital LLC 0.00% Add +7.1% 1,913 $512K
LVW Advisors, LLC 0.05% Reduce -34.8% 1,909 $511K
Atria Investments, Inc 0.01% Reduce -42.8% 1,904 $510K
Parallel Advisors, LLC 0.01% Add +1.0% 1,895 $507K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +43.4% 1,886 $504K
Advisors Asset Management, Inc. 0.01% Reduce -0.3% 1,826 $489K
Groupama Asset Managment 0.01% Add +6.4% 1,824 $488K
Ritholtz Wealth Management 0.01% No change 1,824 $488K
Gsa Capital Partners LLP 0.04% New 1,816 $486K
Gen-Wealth Partners Inc 0.16% Reduce -4.3% 1,762 $472K
Captrust Financial Advisors 0.00% Add +6.7% 1,760 $471K
Mufg Securities Americas Inc. 0.03% Add +21.7% 1,737 $465K
Squarepoint Ops LLC 0.00% Reduce -0.8% 1,718 $460K
Wulff, Hansen & Co. 0.40% No change 1,717 $460K
Wealthspire Advisors, LLC 0.00% Add +83.8% 1,696 $454K
Summitry LLC 0.02% Add +4.0% 1,680 $450K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -3.4% 1,677 $449K
State of Wyoming 0.05% Add +12.2% 1,615 $432K
Focus Partners Wealth 0.00% Add +66.0% 1,595 $426K
Van Hulzen Asset Management, LLC 0.03% No change 1,593 $426K
Ostrum Asset Management 0.02% Reduce -57.0% 1,584 $424K
Washington Trust Bank 0.03% No change 1,573 $421K
Independent Advisor Alliance 0.01% Add +0.9% 1,556 $417K
Bessemer Group Inc. 0.00% Reduce -0.9% 1,542 $413K
Coldstream Capital Management Inc. 0.01% Add +51.1% 1,499 $401K
Summit Wealth Group LLC / Co. 0.04% New 1,857 $394K
Parcion Private Wealth LLC 0.02% Add +8.9% 1,463 $392K
Wolverine Trading, LLC 0.01% New 1,469 $391K
Two Sigma Investments, LP 0.00% Reduce -36.4% 1,400 $375K
Baker Avenue Asset Management, LP 0.01% Add +54.3% 1,396 $374K
Park Avenue Securities LLC 0.00% Reduce -21.3% 1,384 $370K
Empowered Funds, LLC 0.00% Reduce -2.2% 1,370 $367K
Certuity, LLC 0.02% Add +38.8% 1,328 $355K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +61.8% 1,304 $349K
Revisor Wealth Management LLC 0.12% Reduce -9.0% 1,315 $346K
B. Metzler seel. Sohn & Co. AG 0.00% No change 1,285 $344K
GAMMA Investing LLC 0.02% Reduce -7.2% 1,284 $344K
Whittier Trust Co. 0.00% Reduce -8.6% 1,285 $340K
Alpha Cubed Investments, LLC 0.01% No change 1,268 $340K
Yoffe Investment Management, LLC 0.44% No change 1,255 $336K
KCM Investment Advisors LLC 0.01% No change 1,245 $333K
Inscription Capital, LLC 0.04% Reduce -9.8% 1,235 $331K
MUFG Securities EMEA plc 0.01% Add +552.4% 1,233 $330K
Azimuth Capital Investment Management LLC 0.01% No change 1,200 $321K
Glenmede Investment Management, LP 0.00% Add +1.2% 1,173 $314K
Exchange Traded Concepts, LLC 0.00% Add +161.9% 1,168 $313K
Norden Group LLC 0.03% Reduce -0.1% 1,166 $312K
Inspire Investing, LLC 0.03% Add +17.1% 1,155 $309K
EntryPoint Capital, LLC 0.12% Add +8.4% 1,139 $305K
HUB Investment Partners, LLC 0.01% Add +9.4% 1,107 $296K
Merit Financial Group, LLC 0.00% Add +36.1% 1,074 $288K
GF Fund Management Co. LTD. 0.01% Reduce -5.5% 1,073 $287K
Legacy Wealth Asset Management, LLC 0.07% Add +3.8% 1,054 $282K
Bailard, Inc. 0.01% Add +6.3% 1,051 $281K
Ascent Group, LLC 0.01% New 1,045 $280K
M&T Bank Corp 0.00% Reduce -85.3% 1,043 $279K
Dynamic Technology Lab Private Ltd 0.05% New 1,033 $276K
Crawford Investment Counsel Inc. 0.00% Reduce -4.5% 1,023 $274K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.5% 998 $267K
U.S. Capital Wealth Advisors, LLC 0.01% Add +19.8% 993 $266K
Mizuho Markets Americas LLC 0.01% New 982 $263K
Federated Hermes, Inc. 0.00% Reduce -35.4% 965 $258K
Corton Capital Inc. 0.63% Add +21.5% 954 $255K
Ascentis Wealth Management, LLC 0.06% Add +7.8% 954 $255K
Pinnacle Associates Ltd. 0.00% Reduce -0.6% 948 $254K
Kathmere Capital Management, LLC 0.02% Add +29.4% 923 $247K
Cinctive Capital Management LP 0.01% New 920 $246K
Ground Swell Capital, LLC 0.54% New 918 $246K
Profund Advisors LLC 0.01% Add +6.3% 900 $241K
Compound Planning, Inc. 0.01% New 899 $241K
Checchi Capital Advisers, LLC 0.02% Reduce -38.4% 896 $240K
Siemens Fonds Invest GmbH 0.01% Reduce -1.1% 883 $236K
Equitable Holdings, Inc. 0.00% Add +17.3% 883 $236K
Erste Asset Management GmbH 0.00% Reduce -93.8% 884 $235K
Sequoia Financial Advisors, LLC 0.00% Reduce -56.6% 872 $233K
Segment Wealth Management, LLC 0.01% Add +12.1% 869 $233K
Canada Post Corp Registered Pension Plan 0.01% No change 870 $232K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -18.9% 857 $231K
Snowden Capital Advisors LLC 0.01% Add +9.6% 845 $228K
Greenleaf Trust 0.00% Reduce -0.2% 842 $225K
Roman Butler Fullerton & Co. 0.06% No change 902 $223K
Kera Capital Partners, Inc. 0.03% Reduce -8.7% 826 $221K
NewEdge Wealth, LLC 0.00% Reduce -6.1% 841 $219K
Conscious Wealth Investments, LLC 0.13% No change 869 $219K
CWA Asset Management Group, LLC 0.01% Add +1.5% 815 $218K
Flow Traders U.S. LLC 0.01% New 815 $218K
Waverly Advisors, LLC 0.00% New 805 $216K
Arax Advisory Partners 0.00% Add +258.9% 804 $215K
Patton Fund Management, Inc. 0.04% No change 799 $214K
Renaissance Group LLC 0.01% Reduce -1.5% 790 $211K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.1% 771 $208K
Trivium Point Advisory, LLC 0.02% Reduce -52.7% 778 $208K
Spinnaker Trust 0.01% No change 775 $207K
Dorsey & Whitney Trust CO LLC 0.01% Add +9.2% 774 $207K
Mutual Advisors, LLC 0.00% Reduce -1.6% 779 $206K
Caldwell Sutter Capital, Inc. 0.09% Add +0.7% 766 $205K
Howard Capital Management, LLC 0.00% New 765 $205K
WESCAP Management Group, Inc. 0.04% No change 761 $204K
Schnieders Capital Management, Llc. 0.03% — 757 $203K
Trust Co. of Vermont 0.01% Reduce -11.8% 750 $201K
D.A. Davidson & Co. 0.00% No change 750 $201K
American State Bank (Iowa) 0.10% No change 748 $200K
Mather Group, Llc. 0.00% New 693 $185K
Cetera Trust Company, N.A 0.10% No change 645 $173K
Principal Securities, Inc. 0.00% Reduce -0.3% 635 $170K
Ameritas Investment Partners, Inc. 0.01% No change 612 $164K
Versant Capital Management, Inc 0.02% Reduce -68.6% 587 $157K
FIL Ltd 0.00% Add +17.2% 580 $155K
CX Institutional 0.00% Add +16.8% 578 $155K
Farther Finance Advisors, LLC 0.00% Reduce -0.2% 575 $154K
Whittier Trust Co. of Nevada Inc. 0.00% No change 542 $143K
Principia Wealth Advisory, LLC 0.10% Add +0.4% 527 $141K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.7% 527 $141K
Jones Financial Companies LLLP 0.00% Add +22.7% 502 $134K
North Star Investment Management Corp. 0.01% No change 500 $134K
Assetmark, Inc. 0.00% Add +27.1% 487 $130K
Harvest Fund Management Co., Ltd 0.01% Add +23.0% 465 $124K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $116K
Ameriflex Group, Inc. 0.04% Add +100.0% 416 $111K
Signaturefd, LLC 0.00% Reduce -6.3% 400 $107K
ORG Partners LLC 0.02% Reduce -46.5% 360 $96K
Smartleaf Asset Management LLC 0.01% Add +32.0% 355 $95K
Center for Financial Planning, Inc. 0.01% No change 350 $94K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +60.5% 345 $92K
Tobam 0.03% Add +140.5% 315 $84K
Brown, Lisle/Cummings, Inc. 0.02% No change 304 $81K
Global Retirement Partners, LLC 0.00% Add +2.7% 304 $81K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 303 $81K
Huntington National Bank 0.00% Add +4.9% 302 $81K
Clearstead Trust, LLC 0.01% No change 297 $79K
DT Investment Partners, LLC 0.01% No change 297 $79K
EverSource Wealth Advisors, LLC 0.00% Add +3.6% 289 $77K
AlphaQuest LLC 0.01% Add +351.6% 289 $77K
CI Investments Inc. 0.00% Add +3.5% 236 $63K
Brown Brothers Harriman & Co. 0.00% Reduce -44.8% 219 $59K
Bear Mountain Capital, Inc. 0.02% No change 221 $58K
1620 Investment Advisors, Inc. 0.04% No change 200 $54K
Cromwell Holdings LLC 0.03% Reduce -3.9% 198 $54K
CENTRAL TRUST Co 0.00% No change 195 $52K
Pacific Center for Financial Services 0.01% Add +0.5% 193 $52K
Advisory Services Network, LLC 0.00% New 191 $51K
Clearstead Advisors, LLC 0.00% Add +2.2% 188 $50K
SJS Investment Consulting Inc. 0.01% New 180 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.1% 180 $48K
CYBER HORNET ETFs LLC 0.03% Add +5.4% 177 $47K
Bruce G. Allen Investments, LLC 0.03% Reduce -0.6% 166 $44K
CoreCap Advisors, LLC 0.00% Reduce -16.4% 163 $44K
Sentry Investment Management LLC 0.03% Reduce -19.0% 162 $42K
Capital Advisors, Ltd. LLC 0.00% No change 158 $42K
Trust Co. of Toledo NA 0.00% No change 155 $41K
Essential Partners LLC 0.01% Add +14200.0% 143 $38K
Capital Analysts, LLC 0.00% Reduce -0.7% 135 $36K
UMB Bank, n.a. 0.00% Reduce -10.2% 132 $35K
Larson Financial Group LLC 0.00% Reduce -12.7% 131 $35K
Princeton Global Asset Management LLC 0.01% No change 120 $32K
Muzinich & Co., Inc. 0.01% No change 116 $31K
Hantz Financial Services, Inc. 0.00% Add +57.5% 115 $31K
Summit Securities Group LLC 0.01% Add +162.8% 113 $30K
Private Trust Co. NA 0.00% No change 103 $28K
Washington Trust Advisors, Inc. 0.00% No change 101 $27K
Richardson Financial Services Inc. 0.02% No change 100 $27K
Parkside Financial Bank & Trust 0.00% Add +1.0% 100 $27K
Ransom Advisory, Ltd 0.01% No change 100 $27K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -8.7% 95 $26K
Fulcrum Asset Management LLP 0.01% No change 88 $24K
True Wealth Design, LLC 0.01% Add +70.2% 80 $21K
Montag A & Associates Inc. 0.00% Reduce -99.5% 67 $18K
Covestor Ltd 0.01% Reduce -58.4% 67 $18K
Smithfield Trust Co 0.00% No change 66 $17K
Quent Capital, LLC 0.00% New 59 $16K
Dynamic Wealth Strategies, LLC 0.01% No change 58 $16K
Root Financial Partners, LLC 0.00% New 55 $15K
Raleigh Capital Management Inc. 0.01% No change 54 $15K
Raiffeisen Bank International AG 0.00% New 54 $14K
GoalVest Advisory LLC 0.00% No change 50 $13K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $13K
Physician Wealth Advisors, Inc. 0.00% Add +104.2% 49 $13K
GW&K Investment Management, LLC 0.00% Add +22.2% 44 $12K
Hilltop National Bank 0.00% No change 44 $12K
Farmers & Merchants Investments Inc. 0.00% No change 43 $12K
SOA Wealth Advisors, LLC. 0.00% Add +2.4% 42 $11K
Blue Trust, Inc. 0.00% Reduce -8.9% 41 $11K
IFP Advisors, Inc 0.00% Add +0.0% 40 $11K
Quarry LP 0.00% New 38 $10K
Mb, Levis & Associates, LLC 0.00% No change 37 $10K
TD Private Client Wealth LLC 0.00% Add +16.1% 36 $10K
Sagard Holdings Management Inc. 0.04% No change 30 $8K
Meeder Asset Management Inc. 0.00% Reduce -50.0% 29 $8K
Bartlett & Co. Wealth Management LLC 0.00% Add +2600.0% 27 $7K
Bell Investment Advisors, Inc 0.00% No change 25 $7K
Zions Bancorporation, National Association 0.00% Add +177.8% 25 $7K
CVA Family Office, LLC 0.00% Reduce -23.3% 23 $6K
Salomon & Ludwin, LLC 0.00% New 23 $6K
Twin Lakes Capital Management, LLC 0.00% Add +4.5% 23 $6K
Cornerstone Planning Group LLC 0.00% Add +500.0% 24 $6K
Investors Research Corp 0.00% No change 22 $6K
MV Capital Management, Inc. 0.00% Reduce -4.3% 22 $6K
Harbour Investments, Inc. 0.00% Add +200.0% 21 $6K
Park Place Capital Corp 0.00% No change 20 $5K
TCTC Holdings, LLC 0.00% Reduce -50.0% 20 $5K
Fortitude Family Office, LLC 0.00% No change 19 $5K
Elevation Wealth Partners, LLC 0.00% New 17 $5K
Rothschild Investment LLC 0.00% No change 16 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 14 $4K
Howard Hughes Medical Institute 0.00% No change 13 $3K
Red Tortoise LLC 0.00% No change 13 $3K
Truvestments Capital LLC 0.00% New 11 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 10 $3K
Transamerica Financial Advisors, LLC 0.00% New 10 $3K
Archer Investment Corp 0.00% No change 10 $3K
NewEdge Advisors, LLC 0.00% No change 10 $3K
Millstone Evans Group, LLC 0.00% New 9 $2K
Strive Asset Management, LLC 0.00% New 9 $2K
Grove Bank & Trust 0.00% No change 9 $2K
Johnson Financial Group, 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
Dogwood Wealth Management LLC 0.00% Reduce -66.7% 7 $2K
Wealth Watch Advisors, INC 0.00% New 7 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
Ancora Advisors LLC 0.00% No change 6 $2K
Dunhill Financial, LLC 0.00% No change 5 $1K
Winnacle Wealth LLC 0.00% New 5 $1K
Private Wealth Management Group, LLC 0.00% No change 5 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.2% 5 $1K
Wilmington Savings Fund Society, FSB 0.00% Reduce -94.7% 4 $1K
Nova Wealth Management, Inc. 0.00% No change 3 $880
Prestige Wealth Management Group LLC 0.00% No change 3 $811
Texas Capital Bancshares Inc 0.00% New 3 $803
Rise Advisors, LLC 0.00% No change 3 $803
Activest Wealth Management 0.00% No change 3 $803
Motco 0.00% No change 3 $803
SouthState Bank Corp 0.00% Reduce -66.7% 3 $803
Spire Wealth Management 0.00% Reduce -98.8% 3 $803
Rossby Financial, LCC 0.00% No change 3 $800
Clark Wealth Partners 0.00% No change 3 $785
Sachetta, LLC 0.00% Reduce -77.8% 2 $541
Tortoise Investment Management, LLC 0.00% Reduce -33.3% 2 $535
Geneos Wealth Management Inc. 0.00% Reduce -99.5% 2 $535
Hughes Financial Services, LLC 0.00% Reduce -50.0% 2 $520
Retirement Wealth Solutions LLC 0.00% Add +0.0% 1 $292
Davis Capital Management 0.00% — 1 $268
North Capital, Inc. 0.00% New 1 $268
American Capital Advisory, LLC 0.00% New 1 $268
Cloud Capital Management, LLC 0.00% New 3 $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.