Essex Property TrustESS
13F holders, Q4 2025 (December 31)619holders +11
56new positions
58sold out
8famous investors
$261.62avg. 13F price*
At the end of Q4 2025, 619 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, up 11 from Q3 2025. 56 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.8B) and Cohen & Steers, Inc. ($1.6B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $254.7M |
| Exits | 58 | $99.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,138,441 shares bought and 3,978,970 shares sold, net −840,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 619 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.5% | 10,296,863 | $2.7B |
| BlackRock, Inc. | 0.03% | Reduce -4.0% | 6,949,197 | $1.8B |
| Cohen & Steers, Inc. | 2.84% | Reduce -7.2% | 5,999,830 | $1.6B |
| State Street Corp. | 0.05% | Reduce -1.2% | 5,247,748 | $1.4B |
| T. Rowe Price Associates Inc. | 0.10% | Reduce -8.5% | 3,358,320 | $878.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.2% | 1,873,698 | $488.6M |
| Principal Financial Group Inc. | 0.22% | Add +21.9% | 1,679,607 | $439.5M |
| Daiwa Securities Group Inc. | 0.94% | Reduce -4.5% | 1,105,973 | $289.4M |
| Morgan Stanley | 0.01% | Add +31.3% | 958,090 | $250.7M |
| Legal & General Group Plc | 0.06% | Add +3.2% | 950,748 | $248.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.0% | 938,637 | $245.6M |
| Northern Trust Corp. | 0.03% | Reduce -3.1% | 913,268 | $239.0M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -10.7% | 887,996 | $232.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -0.1% | 880,825 | $231.7M |
| Norges Bank | 0.02% | — | 881,574 | $230.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +6.3% | 847,701 | $221.8M |
| Invesco Ltd. | 0.02% | Add +6.1% | 835,007 | $218.5M |
| Resolution Capital Ltd | 3.96% | Add +7.9% | 684,979 | $179.2M |
| JPMorgan Chase & Co. | 0.01% | Add +9.9% | 653,184 | $170.9M |
| Rush Island Management, LP | 10.42% | Add +7.3% | 637,211 | $166.7M |
| Boston Partners | 0.17% | Reduce -2.6% | 636,468 | $166.5M |
| ProShare Advisors LLC | 0.29% | Add +3.0% | 619,245 | $162.0M |
| Centersquare Investment Management LLC | 1.42% | Add +6.0% | 548,017 | $143.4M |
| Nuveen, LLC | 0.04% | Add +4.3% | 537,782 | $140.7M |
| Route One Investment Company, L.P. | 5.82% | New | 532,977 | $139.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -9.5% | 475,507 | $124.4M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 467,394 | $122.3M |
| Jacobs Levy Equity Management, Inc. | 0.44% | Reduce -7.0% | 436,013 | $114.1M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -25.8% | 389,458 | $102.0M |
| Sei Investments Co. | 0.09% | Add +8.6% | 353,040 | $92.4M |
| Wellington Management Group LLP | 0.02% | Reduce -9.6% | 350,595 | $91.7M |
| Duff & Phelps Investment Management Co. | 0.97% | Add +8.0% | 328,657 | $86.0M |
| Deutsche Bank AG | 0.03% | Reduce -39.1% | 325,069 | $85.1M |
| Quantinno Capital Management LP | 0.14% | Add +75.0% | 267,181 | $69.9M |
| American Century Companies Inc. | 0.03% | Reduce -0.7% | 263,043 | $68.8M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +2.6% | 255,533 | $66.9M |
| Citigroup Inc. | 0.04% | Add +41.0% | 247,804 | $64.8M |
| UBS Group AG | 0.01% | Reduce -15.9% | 231,902 | $60.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.1% | 229,668 | $60.1M |
| HSBC Holdings PLC | 0.03% | Add +11.4% | 212,619 | $55.7M |
| APG Asset Management US Inc. | 0.43% | No change | 212,048 | $55.5M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 210,042 | $55.0M |
| Nomura Asset Management International Inc. | 0.08% | — | 209,987 | $54.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +2.2% | 203,079 | $52.2M |
| State of Tennessee, Department of Treasury | 0.16% | Add +24.4% | 202,446 | $51.0M |
| Vest Financial, LLC | 0.62% | Reduce -2.1% | 186,694 | $48.9M |
| Aberdeen Group plc | 0.07% | Add +0.4% | 185,175 | $48.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Reduce -5.5% | 180,780 | $47.5M |
| FMR LLC | 0.00% | Reduce -28.7% | 178,306 | $46.7M |
| Swiss National Bank | 0.03% | Reduce -4.9% | 176,472 | $46.2M |
| Lido Advisors, LLC | 0.18% | Add +0.0% | 170,572 | $46.1M |
| Amundi | 0.01% | Add +6.7% | 172,244 | $45.1M |
| Barclays PLC | 0.02% | Add +8.6% | 167,934 | $43.9M |
| BNP Paribas Financial Markets | 0.03% | Add +29.3% | 160,122 | $41.9M |
| Teacher Retirement System of Texas | 0.14% | Add +1768.0% | 157,438 | $41.2M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -7.1% | 149,356 | $39.1M |
| California Public Employees Retirement System | 0.02% | Reduce -11.8% | 136,746 | $35.8M |
| Schroder Investment Management Group | 0.03% | Reduce -2.5% | 134,331 | $35.5M |
| Heitman Real Estate Securities LLC | 2.42% | Reduce -20.3% | 131,174 | $34.3M |
| Rhumbline Advisers | 0.03% | Reduce -1.8% | 131,057 | $34.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.20% | No change | 129,070 | $33.8M |
| Balyasny Asset Management L.P. | 0.07% | Add +1374.8% | 128,880 | $33.7M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -7.0% | 118,126 | $31.1M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -3.3% | 108,716 | $28.4M |
| Royal Bank of Canada | 0.00% | Reduce -27.0% | 105,561 | $27.6M |
| Pacific Heights Asset Management LLC | 0.98% | Add +17.6% | 100,000 | $26.2M |
| Capitolis Liquid Global Markets LLC | 0.16% | New | 100,000 | $26.2M |
| California State Teachers Retirement System | 0.03% | Reduce -1.6% | 95,413 | $25.0M |
| Arbejdsmarkedets Tillaegspension | 0.61% | — | 92,224 | $24.1M |
| Gotham Asset Management | 0.09% | Add +41.3% | 89,483 | $23.4M |
| Lighthouse Investment Partners, LLC | 0.76% | Add +25.8% | 87,590 | $22.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 83,385 | $21.8M |
| STRS Ohio | 0.08% | Reduce -13.6% | 82,145 | $21.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -36.7% | 81,231 | $21.3M |
| AQR Capital Management | 0.01% | Reduce -23.1% | 78,656 | $20.6M |
| Sophron Capital Management L.P. | 6.49% | Add +25.3% | 77,089 | $20.2M |
| Solel Partners LP | 3.25% | New | 76,700 | $20.1M |
| Brookfield Corp | 0.02% | Add +824.4% | 74,920 | $19.6M |
| Investure, LLC | 1.07% | No change | 73,031 | $19.1M |
| Neuberger Berman Group LLC | 0.01% | Add +1417.7% | 72,046 | $18.9M |
| Macquarie Group Ltd. | 0.08% | Reduce -66.1% | 69,557 | $18.2M |
| Westwood Holdings Group Inc. | 0.15% | Add +0.4% | 68,119 | $17.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.25% | Reduce -50.9% | 64,350 | $16.8M |
| SG Americas Securities, LLC | 0.02% | Add +29.4% | 62,727 | $16.4M |
| Cibc World Market Inc. | 0.03% | Add +41.6% | 62,161 | $16.3M |
| Andra AP-fonden | 0.20% | Reduce -31.8% | 60,620 | $15.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -12.8% | 59,898 | $15.7M |
| KBC Group NV | 0.04% | Reduce -4.1% | 59,652 | $15.6M |
| American Assets Investment Management, LLC | 1.07% | No change | 59,500 | $15.6M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 58,243 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 57,261 | $15.0M |
| Utah Retirement Systems | 0.14% | No change | 55,969 | $14.6M |
| New York State Teachers Retirement System | 0.03% | Reduce 0.0% | 55,556 | $14.5M |
| Uniplan Investment Counsel, Inc. | 1.46% | Reduce -2.0% | 53,803 | $14.1M |
| Apollo Management Holdings, L.P. | 0.16% | New | 52,580 | $13.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 50,197 | $13.7M |
| APG Asset Management N.V. | 0.04% | Reduce -5.8% | 60,780 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 51,241 | $13.4M |
| Aviva PLC | 0.02% | Add +5.3% | 51,084 | $13.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -11.5% | 50,383 | $13.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.4% | 49,693 | $13.0M |
| Jane Street Group, LLC | 0.02% | New | 48,032 | $12.6M |
| Earnest Partners LLC | 0.05% | Reduce -4.6% | 46,537 | $12.2M |
| Danske Bank A/S | 0.03% | Add +10.4% | 45,944 | $12.0M |
| Royal London Asset Management Ltd. | 0.03% | Add +0.5% | 45,926 | $12.0M |
| New York State Common Retirement Fund | 0.02% | Add +2.3% | 44,883 | $11.7M |
| Resona Asset Management Co.,Ltd. | 0.06% | Reduce -2.1% | 44,149 | $11.6M |
| Bank of Montreal | 0.00% | Reduce -15.6% | 43,749 | $11.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.4% | 42,342 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.7% | 42,236 | $11.1M |
| Handelsbanken Fonder AB | 0.03% | Reduce -7.4% | 42,171 | $11.0M |
| Marshall Wace, LLP | 0.01% | Add +1293.4% | 41,844 | $10.9M |
| Prudential Financial Inc. | 0.01% | Reduce -52.9% | 40,273 | $10.5M |
| Toronto Dominion Bank | 0.02% | Reduce -1.5% | 39,150 | $10.2M |
| Forsta Ap-Fonden | 0.06% | Reduce -1.5% | 39,020 | $10.2M |
| Millennium Management | 0.01% | Add +54.1% | 38,651 | $10.1M |
| Tudor Investment Corporation | 0.06% | New | 38,336 | $10.0M |
| State of Alaska, Department of Revenue | 0.11% | Reduce -0.3% | 37,942 | $9.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +11.9% | 36,124 | $9.5M |
| Van Eck Associates Corp. | 0.01% | Add +5.0% | 35,853 | $9.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Reduce -1.5% | 35,825 | $9.4M |
| Citadel Advisors | 0.01% | Add +163.0% | 34,953 | $9.1M |
| National Pension Service | 0.01% | Reduce -73.6% | 34,701 | $9.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.43% | Add +1.1% | 33,973 | $8.9M |
| LPL Financial LLC | 0.00% | Add +4.1% | 33,915 | $8.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 32,863 | $8.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.7% | 32,653 | $8.5M |
| Leeward Investments, LLC - MA | 0.43% | Add +11.2% | 32,628 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.9% | 32,468 | $8.5M |
| Yousif Capital Management, LLC | 0.09% | Reduce -1.6% | 32,223 | $8.3M |
| Vert Asset Management LLC | 2.67% | Add +4.2% | 30,650 | $8.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.6% | 30,608 | $8.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +7.6% | 29,722 | $7.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -0.7% | 29,496 | $7.7M |
| Korea Investment CORP | 0.01% | Add +37.1% | 29,033 | $7.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +124.2% | 28,803 | $7.5M |
| Aew Capital Management L P | 0.54% | No change | 28,660 | $7.5M |
| Vestcor Inc | 0.21% | Reduce -1.4% | 28,336 | $7.4M |
| Landmark Investment Partners, L.P. | 6.35% | Reduce -10.8% | 28,329 | $7.4M |
| Edgestream Partners, L.P. | 0.21% | Add +343.6% | 27,999 | $7.3M |
| Perigon Wealth Management, LLC | 0.13% | Add +0.6% | 27,640 | $7.2M |
| Illinois Municipal Retirement Fund | 0.09% | Reduce -23.0% | 27,591 | $7.2M |
| National Bank of Canada | 0.01% | Reduce -31.5% | 27,282 | $7.1M |
| Metis Global Partners, LLC | 0.17% | Add +20.0% | 26,904 | $7.0M |
| Heartland Advisors Inc. | 0.38% | Reduce -27.9% | 26,855 | $7.0M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 26,705 | $7.0M |
| Caisse de depot et placement du Quebec | 0.01% | No change | 26,582 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 26,183 | $6.9M |
| GSI Capital Advisors LLC | 3.84% | Add +1.5% | 26,179 | $6.9M |
| Natixis Advisors, LLC | 0.01% | Add +2.4% | 25,684 | $6.7M |
| Quilter Plc | 0.11% | Add +187.7% | 25,314 | $6.6M |
| Cibc World Markets Corp. | 0.03% | — | 25,191 | $6.6M |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 24,829 | $6.5M |
| KLP Kapitalforvaltning As | 0.02% | Add +1.0% | 24,451 | $6.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +3.0% | 23,820 | $6.2M |
| Lasalle Investment Management Securities LLC | 0.25% | No change | 23,605 | $6.2M |
| Cresset Asset Management, LLC | 0.03% | Add +4.3% | 23,333 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -8.9% | 23,115 | $6.0M |
| IFM Investors Pty Ltd | 0.05% | Add +0.2% | 22,833 | $6.0M |
| Governors Lane LP | 0.55% | Add +7.2% | 22,755 | $6.0M |
| Credit Agricole S A | 0.02% | Add +16.6% | 22,678 | $5.9M |
| TD Asset Management Inc | 0.00% | Reduce -0.5% | 22,523 | $5.9M |
| Carronade Capital Management, LP | 0.54% | Add +2.5% | 22,498 | $5.9M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -20.7% | 22,134 | $5.8M |
| Dean Investment Associates, LLC | 0.77% | Reduce -4.3% | 20,706 | $5.4M |
| Entropy Technologies, LP | 0.29% | Add +783.1% | 20,205 | $5.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -1.2% | 20,050 | $5.2M |
| Diversify Wealth Management, LLC | 0.24% | Reduce -2.8% | 20,939 | $5.2M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +2.4% | 18,578 | $4.9M |
| Baron Capital (BAMCO) | 0.01% | New | 18,525 | $4.8M |
| Bank of Nova Scotia | 0.01% | Add +62.4% | 18,421 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +66.5% | 18,138 | $4.7M |
| Janus Henderson Group PLC | 0.00% | Add +18.7% | 18,091 | $4.7M |
| Cander Asset Management LP | 0.87% | — | 17,992 | $4.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.2% | 17,772 | $4.7M |
| Arizona State Retirement System | 0.03% | Reduce -7.0% | 17,654 | $4.6M |
| USS Investment Management Ltd | 0.02% | Add +7.5% | 17,296 | $4.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.1% | 17,220 | $4.5M |
| Czech National Bank | 0.03% | Add +3.8% | 16,982 | $4.4M |
| Canada Pension Plan Investment Board | 0.00% | No change | 16,900 | $4.4M |
| State of Michigan Retirement System | 0.02% | Reduce -3.4% | 16,860 | $4.4M |
| Quinn Opportunity Partners LLC | 0.19% | No change | 16,650 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 16,532 | $4.3M |
| Davis Selected Advisers | 0.02% | Reduce -2.6% | 16,511 | $4.3M |
| Public Sector Pension Investment Board | 0.01% | Add +17.9% | 16,396 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -28.1% | 15,744 | $4.1M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -45.4% | 15,228 | $4.0M |
| CIBC Asset Management Inc | 0.01% | Add +69.6% | 15,160 | $4.0M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +1.8% | 14,737 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.3% | 14,633 | $3.8M |
| Composition Wealth, LLC | 0.05% | Add +1.1% | 14,367 | $3.8M |
| Kinloch Capital, LLC | 1.58% | Add +1.3% | 13,985 | $3.7M |
| Storebrand Asset Management As | 0.01% | Reduce -13.1% | 13,940 | $3.6M |
| Creative Planning | 0.00% | Add +81.6% | 13,905 | $3.6M |
| DNB Asset Management AS | 0.01% | Reduce -1.1% | 13,673 | $3.6M |
| Aurora Investment Managers, LLC. | 2.01% | Reduce -0.4% | 13,527 | $3.5M |
| Voya Investment Management LLC | 0.00% | Reduce -6.5% | 13,403 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 12,904 | $3.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -5.4% | 12,873 | $3.4M |
| Mackenzie Financial Corp. | 0.00% | Add +33.6% | 12,529 | $3.3M |
| Westpac Banking Corp. | 0.20% | Add +24.3% | 12,152 | $3.2M |
| Amalgamated Bank | 0.02% | Reduce -3.4% | 11,982 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.9% | 12,207 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.4% | 11,912 | $3.1M |
| Sterling Capital Management LLC | 0.05% | Reduce -4.8% | 11,812 | $3.1M |
| Bokf, NA | 0.05% | Reduce -8.6% | 11,611 | $3.0M |
| Diversify Advisory Services, LLC | 0.10% | Add +9.0% | 11,704 | $3.0M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -14.9% | 11,444 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +6.5% | 11,437 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +23.3% | 11,409 | $3.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | New | 11,258 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +10.8% | 10,529 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +12.6% | 10,494 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +0.6% | 10,402 | $2.7M |
| NEOS Investment Management LLC | 0.02% | Add +34.9% | 10,259 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +180.4% | 9,838 | $2.6M |
| Xponance LLC | 0.02% | Add +6.0% | 9,745 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -5.1% | 9,736 | $2.5M |
| Pensionfund PDN | 1.67% | No change | 9,695 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.4% | 9,346 | $2.4M |
| Allstate Corp. | 0.03% | Add +78.7% | 9,113 | $2.4M |
| Abc Arbitrage SA | 0.22% | New | 9,112 | $2.4M |
| Anson Funds Management LP | 0.34% | New | 9,100 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 9,091 | $2.4M |
| Caprock Group, LLC | 0.05% | Add +23.1% | 8,653 | $2.3M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -25.4% | 8,472 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.7% | 8,500 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -3.8% | 8,330 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Add +369.8% | 8,071 | $2.1M |
| Mission Creek Capital Partners, Inc. | 0.42% | Add +2.1% | 7,985 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +0.1% | 7,805 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.9% | 7,523 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -46.4% | 7,467 | $2.0M |
| Polymer Capital Management (US) LLC | 0.25% | New | 7,368 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 7,359 | $1.9M |
| M&T Bank Corp | 0.01% | Add +596.3% | 7,262 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +354.2% | 7,245 | $1.9M |
| Norinchukin Bank, The | 0.02% | Add +3.3% | 7,186 | $1.9M |
| OP Asset Management Ltd | 0.02% | No change | 7,101 | $1.9M |
| Spirit of America Management Corp. | 0.39% | Reduce -28.3% | 6,986 | $1.8M |
| Cozad Asset Management Inc. | 0.14% | Reduce -1.9% | 6,944 | $1.8M |
| Clifford Swan Investment Counsel LLC | 0.06% | No change | 6,938 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.5% | 6,934 | $1.8M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -0.9% | 6,915 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Add +20.9% | 6,841 | $1.8M |
| Tredje AP-fonden | 0.01% | Add +7.6% | 6,811 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +25.8% | 6,746 | $1.8M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Reduce -6.8% | 6,742 | $1.8M |
| &partners | 0.01% | Add +13.7% | 6,488 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.0% | 6,435 | $1.7M |
| Azzad Asset Management Inc. | 0.16% | Add +2.8% | 6,383 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 6,301 | $1.6M |
| Aaron Wealth Advisors LLC | 0.09% | Add +14.1% | 6,231 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 6,182 | $1.6M |
| Nordea Investment Management AB | 0.00% | Add +9.3% | 6,116 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +7.4% | 6,106 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.0% | 5,895 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -18.6% | 5,875 | $1.5M |
| LDR Capital Management LLC | 3.33% | Add +120.8% | 5,852 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +2.8% | 5,839 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 5,810 | $1.5M |
| Commerce Bank | 0.01% | Reduce -3.1% | 5,343 | $1.4M |
| Capital World Investors | 0.00% | Reduce -5.1% | 5,322 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.3% | 5,070 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,036 | $1.3M |
| Avanza Fonder AB | 0.03% | No change | 5,000 | $1.3M |
| Camelot Portfolios, LLC | 0.78% | Reduce -5.7% | 4,816 | $1.3M |
| Blackhawk Capital Partners, LLC | 0.47% | Reduce -3.7% | 4,773 | $1.2M |
| MQS Management LLC | 0.73% | New | 4,753 | $1.2M |
| Nomura Holdings Inc. | 0.00% | Add +53.5% | 4,743 | $1.2M |
| Arwa LLC | 0.72% | — | 4,730 | $1.2M |
| Mizuho Securities USA LLC | 0.02% | Reduce -0.0% | 4,689 | $1.2M |
| Magnetar Financial LLC | 0.01% | New | 4,585 | $1.2M |
| Pensionfund Sabic | 0.32% | No change | 4,550 | $1.2M |
| Naviter Wealth, LLC | 0.15% | Reduce -11.3% | 4,457 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -9.6% | 4,421 | $1.2M |
| Provident Investment Management, Inc. | 0.10% | Reduce -6.0% | 4,397 | $1.2M |
| Vanderbilt University | 0.20% | Reduce -1.7% | 4,378 | $1.1M |
| Investment Management Corp of Ontario | 0.02% | Add +42.9% | 4,346 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +10.4% | 4,344 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +27.5% | 4,315 | $1.1M |
| Swedbank AB | 0.00% | Reduce -71.1% | 4,308 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.3% | 4,296 | $1.1M |
| Cwm, LLC | 0.00% | Add +110.0% | 4,292 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 4,288 | $1.1M |
| DoubleLine ETF Adviser LP | 0.33% | Add +3.8% | 4,174 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.8% | 4,168 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +4.5% | 4,076 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -3.5% | 4,055 | $1.1M |
| Tiemann Investment Advisors, LLC | 0.41% | No change | 4,034 | $1.1M |
| Kentucky Retirement Systems | 0.03% | No change | 4,001 | $1.0M |
| Osterweis Capital Management Inc. | 0.06% | No change | 4,000 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +117.1% | 3,964 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -95.2% | 3,931 | $1.0M |
| Syon Capital LLC | 0.05% | Add +52.1% | 3,782 | $990K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.6% | 3,744 | $980K |
| Virtu Financial LLC | 0.04% | New | 3,643 | $953K |
| Ritholtz Wealth Management | 0.02% | Add +93.5% | 3,529 | $923K |
| Ethic Inc. | 0.01% | Reduce -0.1% | 3,474 | $909K |
| Tidal Investments LLC | 0.00% | Add +9.9% | 3,498 | $907K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 3,427 | $897K |
| CPC Advisors, LLC | 0.09% | New | 3,406 | $891K |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 3,394 | $888K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 3,359 | $880K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 3,306 | $865K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.9% | 3,300 | $864K |
| Kepler Cheuvreux (Suisse) SA | 0.05% | Reduce -12.3% | 3,274 | $857K |
| Fisher Asset Management | 0.00% | Add +56.9% | 3,264 | $854K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.7% | 3,247 | $850K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +147.5% | 3,227 | $844K |
| Horst & Graben Wealth Management LLC | 0.13% | No change | 3,220 | $843K |
| Maryland State Retirement & Pension System | 0.02% | No change | 3,135 | $820K |
| FORA Capital, LLC | 0.10% | Add +27.7% | 2,527 | $812K |
| Mariner, LLC | 0.00% | Reduce -66.9% | 3,079 | $806K |
| Barings LLC | 0.02% | No change | 3,019 | $790K |
| Creative Financial Designs Inc. | 0.05% | Add +18.1% | 3,013 | $788K |
| New Mexico Educational Retirement Board | 0.02% | Add +3.5% | 3,000 | $785K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.5% | 2,997 | $784K |
| Horizon Investments, LLC | 0.01% | Add +5.3% | 2,933 | $760K |
| Ieq Capital, LLC | 0.00% | Reduce -9.5% | 2,895 | $758K |
| Inscription Capital, LLC | 0.08% | Add +127.7% | 2,812 | $736K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -2.1% | 2,722 | $712K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.3% | 2,709 | $709K |
| Gsa Capital Partners LLP | 0.06% | Add +48.6% | 2,698 | $706K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -21.0% | 2,664 | $697K |
| Parallel Advisors, LLC | 0.01% | Add +40.2% | 2,657 | $696K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 2,643 | $692K |
| US Bancorp \de | 0.00% | Reduce -3.5% | 2,608 | $682K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.9% | 2,656 | $682K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -29.2% | 2,602 | $681K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.7% | 2,578 | $675K |
| United Capital Financial Advisors, LLC | 0.00% | Add +16.9% | 2,559 | $670K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.1% | 2,546 | $666K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +2.0% | 2,537 | $664K |
| Plato Investment Management Ltd | 0.04% | Reduce -9.4% | 2,475 | $651K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +20.5% | 2,484 | $650K |
| Tobam | 0.16% | Add +672.4% | 2,433 | $637K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +12.7% | 2,376 | $622K |
| RB Capital Management, LLC | 0.13% | Add +1.4% | 2,344 | $613K |
| Penserra Capital Management LLC | 0.01% | Add +9.0% | 2,340 | $612K |
| Global X Japan Co., Ltd. | 0.05% | Add +8.8% | 2,324 | $608K |
| Interchange Capital Partners, LLC | 0.11% | New | 2,320 | $607K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 2,299 | $602K |
| Sound Financial Strategies Group, LLC | 0.42% | Reduce -9.0% | 2,285 | $598K |
| SlateStone Wealth, LLC | 0.05% | No change | 2,275 | $595K |
| Claro Advisors Inc. | 0.08% | Add +0.9% | 2,274 | $595K |
| Guggenheim Capital LLC | 0.00% | Add +18.0% | 2,258 | $591K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,254 | $590K |
| Abn Amro Investment Solutions | 0.01% | New | 2,220 | $581K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.7% | 2,206 | $577K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.9% | 2,188 | $573K |
| Jump Financial, LLC | 0.01% | New | 2,186 | $572K |
| North Dakota State Investment Board | 0.02% | — | 2,185 | $572K |
| LVW Advisors, LLC | 0.06% | Add +14.3% | 2,183 | $571K |
| Quadrant Capital Group LLC | 0.02% | Add +7.2% | 2,162 | $566K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 2,123 | $556K |
| Certuity, LLC | 0.03% | Add +56.3% | 2,075 | $543K |
| Candriam S.C.A. | 0.00% | Reduce -54.8% | 2,072 | $542K |
| Tiaa Trust, National Association | 0.00% | Reduce -6.9% | 2,069 | $541K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 2,057 | $538K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,051 | $537K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.7% | 2,034 | $532K |
| MAI Capital Management | 0.00% | Reduce -3.0% | 2,025 | $530K |
| Glenmede Trust Co. NA | 0.00% | — | 2,023 | $529K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +6.7% | 2,012 | $526K |
| Prudential PLC | 0.00% | No change | 2,006 | $525K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 2,000 | $523K |
| Baker Avenue Asset Management, LP | 0.01% | Add +42.6% | 1,991 | $521K |
| Captrust Financial Advisors | 0.00% | Add +11.3% | 1,958 | $512K |
| Choreo, LLC | 0.01% | Reduce -6.0% | 1,902 | $502K |
| Qtron Investments LLC | 0.07% | No change | 1,915 | $501K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.0% | 1,972 | $501K |
| Atria Investments, Inc | 0.01% | Reduce -0.5% | 1,895 | $496K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 1,860 | $487K |
| Kera Capital Partners, Inc. | 0.06% | Add +131.6% | 1,913 | $482K |
| Turning Point Benefit Group, Inc. | 0.25% | Reduce -15.9% | 1,819 | $476K |
| Farringdon Capital, Ltd. | 0.12% | New | 1,803 | $472K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | New | 1,785 | $467K |
| Summitry LLC | 0.02% | Add +5.5% | 1,773 | $464K |
| Invst, LLC | 0.05% | Reduce -28.2% | 1,763 | $461K |
| HUB Investment Partners, LLC | 0.01% | Add +59.0% | 1,760 | $461K |
| Intech Investment Management LLC | 0.00% | Reduce -31.2% | 1,741 | $456K |
| Mufg Securities Americas Inc. | 0.03% | Reduce -0.1% | 1,736 | $454K |
| Securian Asset Management, Inc. | 0.02% | Reduce -45.4% | 1,710 | $447K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 1,677 | $439K |
| Independent Advisor Alliance | 0.01% | Add +6.5% | 1,657 | $434K |
| Groupama Asset Managment | 0.01% | Reduce -9.5% | 1,651 | $432K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -42.3% | 1,648 | $431K |
| Bessemer Group Inc. | 0.00% | Add +3.8% | 1,600 | $418K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 1,593 | $417K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 1,581 | $414K |
| Washington Trust Bank | 0.03% | No change | 1,573 | $412K |
| Wulff, Hansen & Co. | 0.34% | Reduce -8.9% | 1,564 | $409K |
| Alpha Cubed Investments, LLC | 0.01% | Add +21.7% | 1,543 | $404K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 1,543 | $404K |
| Versant Capital Management, Inc | 0.05% | Add +154.9% | 1,496 | $391K |
| Parcion Private Wealth LLC | 0.02% | Add +0.2% | 1,466 | $384K |
| NewEdge Wealth, LLC | 0.00% | Add +70.8% | 1,436 | $376K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +62.3% | 1,415 | $370K |
| Park Avenue Securities LLC | 0.00% | Add +1.6% | 1,406 | $368K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -9.3% | 1,359 | $355K |
| Pinnacle Associates Ltd. | 0.00% | Add +42.6% | 1,352 | $354K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -22.0% | 1,323 | $346K |
| Snowwater Investment Partners, LLC | 0.31% | — | 1,300 | $340K |
| GAMMA Investing LLC | 0.02% | Add +0.8% | 1,294 | $339K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,293 | $338K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.6% | 1,292 | $338K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,285 | $336K |
| Revisor Wealth Management LLC | 0.09% | Reduce -0.5% | 1,309 | $334K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,274 | $333K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -28.1% | 1,266 | $331K |
| Whittier Trust Co. | 0.00% | No change | 1,285 | $330K |
| Yoffe Investment Management, LLC | 0.42% | No change | 1,255 | $328K |
| Inspire Investing, LLC | 0.03% | Add +8.2% | 1,250 | $327K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,245 | $326K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +39.1% | 1,210 | $317K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,200 | $314K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 1,190 | $311K |
| Norden Group LLC | 0.03% | Add +0.3% | 1,169 | $306K |
| Crestwood Advisors Group, LLC | 0.01% | New | 1,165 | $305K |
| DRW Securities, LLC | 0.02% | Reduce -40.0% | 1,156 | $303K |
| V-Square Quantitative Management LLC | 0.03% | New | 1,154 | $302K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +15.2% | 1,144 | $299K |
| Optas, LLC | 0.05% | Reduce -40.8% | 1,144 | $299K |
| Kingdom Financial Group LLC. | 0.09% | New | 1,141 | $299K |
| Profund Advisors LLC | 0.01% | Add +23.2% | 1,109 | $290K |
| Arax Advisory Partners | 0.01% | Add +37.4% | 1,105 | $289K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.6% | 1,067 | $279K |
| EJMK Ventures LLC | 0.17% | — | 1,061 | $278K |
| Bailard, Inc. | 0.01% | No change | 1,051 | $275K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.0% | 1,031 | $270K |
| Two Sigma Securities, LLC | 0.04% | New | 1,024 | $268K |
| Equitable Holdings, Inc. | 0.00% | Add +16.0% | 1,024 | $268K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -47.7% | 1,019 | $267K |
| Legacy Wealth Asset Management, LLC | 0.07% | Reduce -3.8% | 1,014 | $265K |
| Kathmere Capital Management, LLC | 0.02% | Add +7.9% | 996 | $261K |
| TCW Group Inc. | 0.00% | New | 965 | $253K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.1% | 937 | $245K |
| Crawford Investment Counsel Inc. | 0.00% | Reduce -8.6% | 935 | $245K |
| AlphaCore Capital LLC | 0.01% | New | 927 | $243K |
| Compound Planning, Inc. | 0.01% | Add +3.0% | 926 | $242K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.0% | 926 | $242K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -75.7% | 922 | $241K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 914 | $239K |
| Segment Wealth Management, LLC | 0.01% | Add +5.1% | 913 | $239K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | — | 906 | $237K |
| Waverly Advisors, LLC | 0.00% | Add +12.2% | 903 | $236K |
| State of Wyoming | 0.03% | Reduce -44.3% | 899 | $235K |
| MASTERINVEST Kapitalanlage GmbH | 0.02% | New | 886 | $234K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 883 | $233K |
| Woodline Partners LP | 0.00% | Reduce -89.7% | 878 | $230K |
| Roman Butler Fullerton & Co. | 0.06% | No change | 902 | $228K |
| Greenleaf Trust | 0.00% | Add +3.0% | 867 | $227K |
| Patton Fund Management, Inc. | 0.03% | Add +7.6% | 860 | $225K |
| Ascentis Wealth Management, LLC | 0.06% | Reduce -11.3% | 846 | $221K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.6% | 840 | $220K |
| Conscious Wealth Investments, LLC | 0.13% | No change | 869 | $219K |
| FIL Ltd | 0.00% | Add +43.8% | 834 | $218K |
| Global Retirement Partners, LLC | 0.00% | Add +171.4% | 825 | $216K |
| Renaissance Group LLC | 0.01% | Add +4.2% | 823 | $215K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +5.2% | 814 | $213K |
| Caldwell Sutter Capital, Inc. | 0.09% | Add +5.9% | 811 | $212K |
| Sowell Financial Services LLC | 0.01% | New | 802 | $210K |
| Mutual Advisors, LLC | 0.00% | Add +1.9% | 794 | $208K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 790 | $207K |
| Mather Group, Llc. | 0.00% | Add +13.7% | 788 | $206K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -13.3% | 777 | $203K |
| CX Institutional | 0.01% | Add +34.3% | 776 | $203K |
| Spinnaker Trust | 0.01% | No change | 775 | $203K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.3% | 769 | $201K |
| Howard Capital Management, LLC | 0.00% | Add +0.3% | 767 | $201K |
| Trust Co. of Vermont | 0.01% | No change | 750 | $196K |
| Aster Capital Management (DIFC) Ltd | 0.08% | New | 674 | $176K |
| Cetera Trust Company, N.A | 0.09% | Add +1.6% | 655 | $171K |
| Virtus Investment Advisers, LLC | 0.04% | New | 623 | $163K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.9% | 612 | $160K |
| Tema ETFs LLC | 0.01% | New | 588 | $154K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.9% | 576 | $151K |
| Jones Financial Companies LLLP | 0.00% | Add +8.6% | 545 | $143K |
| Principia Wealth Advisory, LLC | 0.09% | Add +1.5% | 535 | $140K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.2% | 541 | $139K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 528 | $138K |
| North Star Investment Management Corp. | 0.01% | Add +1.4% | 507 | $133K |
| Assetmark, Inc. | 0.00% | Add +2.3% | 498 | $130K |
| Brown Brothers Harriman & Co. | 0.00% | Add +119.6% | 481 | $126K |
| Summit Securities Group LLC | 0.02% | Add +312.4% | 466 | $122K |
| Signaturefd, LLC | 0.00% | Add +11.3% | 445 | $116K |
| ORG Partners LLC | 0.02% | Add +5.6% | 380 | $99K |
| Center for Financial Planning, Inc. | 0.01% | No change | 350 | $92K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 345 | $90K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.9% | 334 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.4% | 331 | $87K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 304 | $80K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 303 | $79K |
| Clearstead Trust, LLC | 0.01% | No change | 297 | $78K |
| DT Investment Partners, LLC | 0.01% | No change | 297 | $78K |
| Elyxium Wealth, LLC | 0.02% | New | 287 | $75K |
| Covestor Ltd | 0.04% | Add +303.0% | 270 | $71K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 245 | $64K |
| Clearstead Advisors, LLC | 0.00% | Add +19.1% | 224 | $59K |
| Huntington National Bank | 0.00% | Reduce -26.5% | 222 | $58K |
| Eurizon SLJ Capital Ltd | 0.02% | — | 219 | $57K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 221 | $56K |
| Cromwell Holdings LLC | 0.03% | Add +5.0% | 208 | $54K |
| Ameriflex Group, Inc. | 0.03% | Reduce -50.0% | 208 | $54K |
| SJS Investment Consulting Inc. | 0.01% | Add +14.4% | 206 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.1% | 202 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +12.2% | 202 | $53K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 200 | $52K |
| Pacific Center for Financial Services | 0.01% | No change | 193 | $52K |
| CENTRAL TRUST Co | 0.00% | No change | 195 | $51K |
| Hantz Financial Services, Inc. | 0.00% | Add +67.8% | 193 | $51K |
| CYBER HORNET ETFs LLC | 0.03% | Add +4.5% | 185 | $48K |
| Essential Partners LLC | 0.01% | Add +26.6% | 181 | $47K |
| True Wealth Design, LLC | 0.01% | Add +120.0% | 176 | $46K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -63.2% | 171 | $45K |
| CoreCap Advisors, LLC | 0.00% | No change | 163 | $43K |
| Sentry Investment Management LLC | 0.03% | No change | 162 | $42K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -4.8% | 158 | $41K |
| Larson Financial Group LLC | 0.00% | Add +20.6% | 158 | $41K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 158 | $41K |
| Ancora Advisors LLC | 0.00% | Add +2300.0% | 144 | $38K |
| UMB Bank, n.a. | 0.00% | Add +3.0% | 136 | $36K |
| Capital Analysts, LLC | 0.00% | No change | 135 | $35K |
| Princeton Global Asset Management LLC | 0.01% | No change | 120 | $31K |
| Trust Co. of Toledo NA | 0.00% | Reduce -22.6% | 120 | $31K |
| Simplex Trading, LLC | 0.00% | New | 115 | $30K |
| Generali Asset Management SPA SGR | 0.00% | New | 111 | $29K |
| Nemes Rush Group LLC | 0.00% | New | 104 | $27K |
| Private Trust Co. NA | 0.00% | No change | 103 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.0% | 102 | $27K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 101 | $26K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $26K |
| Richardson Financial Services Inc. | 0.01% | No change | 100 | $26K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 100 | $26K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +2.1% | 97 | $25K |
| DV Equities, LLC | 0.00% | — | 90 | $24K |
| Fulcrum Asset Management LLP | 0.01% | No change | 88 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1580.0% | 84 | $22K |
| DV Trading LLC | 0.00% | — | 80 | $21K |
| Blueline Advisors LLC | 0.02% | — | 75 | $20K |
| Smithfield Trust Co | 0.00% | No change | 66 | $17K |
| AlphaQuest LLC | 0.00% | Reduce -77.8% | 64 | $17K |
| Reflection Asset Management | 0.01% | — | 62 | $16K |
| Montag A & Associates Inc. | 0.00% | Reduce -11.9% | 59 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 58 | $15K |
| Raiffeisen Bank International AG | 0.00% | No change | 54 | $14K |
| Rothschild Investment LLC | 0.00% | Add +225.0% | 52 | $14K |
| Itau Unibanco Holding S.A. | 0.00% | New | 51 | $13K |
| Muzinich & Co., Inc. | 0.00% | Reduce -56.9% | 50 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $13K |
| SageView Advisory Group, LLC | 0.00% | New | 47 | $12K |
| GW&K Investment Management, LLC | 0.00% | No change | 44 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -16.7% | 45 | $12K |
| Hilltop National Bank | 0.00% | No change | 44 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +2.3% | 44 | $12K |
| Root Financial Partners, LLC | 0.00% | Reduce -21.8% | 43 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $11K |
| Zions Bancorporation, National Association | 0.00% | Add +68.0% | 42 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -4.9% | 39 | $10K |
| TD Private Client Wealth LLC | 0.00% | Add +5.6% | 38 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 37 | $10K |
| Quent Capital, LLC | 0.00% | Reduce -39.0% | 36 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -12.5% | 35 | $9K |
| CVA Family Office, LLC | 0.00% | Add +43.5% | 33 | $9K |
| LM Advisors LLC | 0.02% | Reduce -75.5% | 1,619 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +4.5% | 23 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +9.5% | 23 | $6K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 23 | $6K |
| Investors Research Corp | 0.00% | No change | 22 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -8.3% | 22 | $5K |
| Park Place Capital Corp | 0.00% | No change | 20 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 20 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -69.4% | 15 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Add +30.0% | 13 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 13 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 13 | $3K |
| Red Tortoise LLC | 0.00% | No change | 13 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 13 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -29.4% | 12 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -42.1% | 11 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 11 | $3K |
| Rossby Financial, LCC | 0.00% | Add +233.3% | 10 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 10 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 9 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +28.6% | 9 | $2K |
| Grove Bank & Trust | 0.00% | No change | 9 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +60.0% | 8 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -76.0% | 6 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 5 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 5 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 5 | $1K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -42.9% | 4 | $1K |
| Avion Wealth | 0.00% | New | 6 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 3 | $861 |
| Winnacle Wealth LLC | 0.00% | Reduce -40.0% | 3 | $786 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $786 |
| SouthState Bank Corp | 0.00% | No change | 3 | $786 |
| Clark Wealth Partners | 0.00% | No change | 3 | $785 |
| Signature Equity Partners, LLC | 0.00% | — | 3 | $785 |
| Motco | 0.00% | No change | 3 | $785 |
| Spire Wealth Management | 0.00% | No change | 3 | $785 |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 2 | $540 |
| Sachetta, LLC | 0.00% | No change | 2 | $524 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $524 |
| Optima Capital LLC | 0.00% | New | 2 | $523 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $523 |
| First Horizon Corp. | 0.00% | New | 2 | $523 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $523 |
| Geneos Wealth Management Inc. | 0.00% | No change | 2 | $523 |
| Davis Capital Management | 0.00% | No change | 1 | $262 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $262 |
| Nvwm, LLC | 0.00% | New | 1 | $262 |
| Elevated Capital Advisors, LLC | 0.00% | New | 1 | $262 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -96.3% | 1 | $262 |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.