Essex Property TrustESS

13F holders, Q1 2026 (March 31)
611holders −8
62new positions
68sold out
11famous investors
$242.28avg. 13F price*

At the end of Q1 2026, 611 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 8 from Q4 2025. 62 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Portfolio Management LLC ($1.3B) and State Street Corp. ($1.3B). 11 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Essex Property Trust Inc.
Sector
Real Estate
CUSIP
297178105
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions62$144.2M
Exits68$86.4M

All 13F filers, Q4 2025 → Q1 2026: 3,454,124 shares bought and 4,797,223 shares sold, net −1,343,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 611 holders

BlackRock, Inc. 0.03% Add +4.4% 7,255,490 $1.8B
Vanguard Portfolio Management LLC 0.07% — 5,488,047 $1.3B
State Street Corp. 0.04% Reduce -0.4% 5,225,506 $1.3B
Cohen & Steers, Inc. 2.04% Reduce -19.3% 4,843,126 $1.2B
Vanguard Capital Management LLC 0.03% — 4,198,276 $1.0B
T. Rowe Price Associates Inc. 0.09% Reduce -0.3% 3,348,709 $810.4M
Geode Capital Management, LLC 0.03% Add +2.7% 1,924,456 $464.1M
Principal Financial Group Inc. 0.22% Reduce -0.7% 1,668,036 $403.7M
Dimensional Fund Advisors LP 0.05% Add +6.1% 995,810 $241.0M
Invesco Ltd. 0.02% Add +12.5% 939,236 $227.3M
Daiwa Securities Group Inc. 0.65% Reduce -16.4% 924,804 $223.8M
Legal & General Group Plc 0.05% Reduce -5.0% 902,919 $218.5M
Charles Schwab Investment Management Inc. 0.03% Add +4.7% 887,501 $214.8M
Massachusetts Financial Services Co. 0.07% Reduce -4.3% 849,523 $210.5M
Northern Trust Corp. 0.03% Reduce -7.5% 844,377 $204.3M
Morgan Stanley 0.01% Reduce -12.3% 840,702 $203.5M
Rush Island Management, LP 13.12% Add +26.8% 807,893 $195.5M
Resolution Capital Ltd 3.42% Reduce -1.8% 673,020 $162.9M
ProShare Advisors LLC 0.24% Add +6.0% 656,067 $158.8M
Boston Partners 0.15% Reduce -4.2% 609,847 $147.6M
JPMorgan Chase & Co. 0.01% Reduce -16.7% 543,968 $132.0M
Nuveen, LLC 0.03% Reduce -5.5% 508,466 $123.0M
Goldman Sachs Group Inc. 0.02% Add +1.7% 483,617 $117.0M
Bank of New York Mellon Corp 0.02% Reduce -0.6% 464,465 $112.4M
Jacobs Levy Equity Management, Inc. 0.43% Reduce -2.8% 423,870 $102.6M
Quantinno Capital Management LP 0.15% Add +42.6% 381,042 $92.2M
Vanguard Fiduciary Trust Co. 0.02% — 362,491 $87.7M
Sei Investments Co. 0.08% Add +2.5% 361,694 $87.5M
Duff & Phelps Investment Management Co. 0.82% Reduce -0.7% 326,257 $79.0M
Citadel Advisors 0.06% Add +806.5% 316,864 $76.7M
American Century Companies Inc. 0.04% Add +19.5% 314,243 $76.0M
Russell Investments Group, Ltd. 0.08% Reduce -21.1% 307,232 $74.4M
Wellington Management Group LLP 0.01% Reduce -13.8% 302,319 $73.2M
Aew Capital Management L P 5.25% Add +943.0% 298,934 $72.3M
Route One Investment Company, L.P. 3.16% Reduce -44.1% 297,912 $72.1M
Citigroup Inc. 0.04% Add +15.4% 286,027 $69.2M
Nomura Asset Management Co. Ltd. 0.17% Add +5.3% 268,985 $65.1M
Bank of America Corp. 0.00% Add +19.9% 251,888 $61.0M
Alyeska Investment Group, L.P. 0.17% New 251,464 $60.9M
Teacher Retirement System of Texas 0.25% Add +55.2% 244,402 $59.1M
Amundi 0.02% Add +38.6% 238,761 $57.8M
Woodline Partners LP 0.21% Add +26476.5% 233,342 $56.5M
Barclays PLC 0.02% Add +38.4% 232,496 $56.3M
State of Tennessee, Department of Treasury 0.18% Add +11.6% 225,901 $54.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -2.6% 223,756 $54.1M
HSBC Holdings PLC 0.03% Add +3.2% 219,383 $53.1M
Centersquare Investment Management LLC 0.54% Reduce -60.5% 216,616 $52.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +5.8% 214,949 $52.0M
Deutsche Bank AG 0.02% Reduce -36.5% 206,368 $49.9M
Vest Financial, LLC 0.59% Add +7.8% 201,308 $48.7M
Swiss National Bank 0.03% Add +7.1% 189,032 $45.7M
UBS Group AG 0.01% Reduce -21.2% 182,801 $44.2M
Lido Advisors, LLC 0.16% Reduce -0.4% 169,913 $41.6M
FMR LLC 0.00% Reduce -5.9% 167,787 $40.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -9.4% 163,856 $39.7M
APG Asset Management US Inc. 0.30% Reduce -24.6% 159,780 $38.8M
BNP Paribas Financial Markets 0.02% Reduce -4.1% 153,552 $37.2M
CANADA LIFE ASSURANCE Co 0.07% Add +0.9% 150,774 $36.6M
First Trust Advisors LP 0.03% Add +1205.0% 149,247 $36.1M
Ameriprise Financial Inc. 0.01% Reduce -83.0% 149,589 $35.4M
Vanguard Global Advisers, LLC 0.02% — 140,880 $34.1M
Heitman Real Estate Securities LLC 2.42% Add +6.1% 139,229 $33.7M
California Public Employees Retirement System 0.02% Reduce -0.1% 136,643 $33.1M
Nomura Asset Management International Inc. 0.05% Reduce -37.1% 131,983 $31.9M
Renaissance Technologies 0.05% New 131,966 $31.9M
Rhumbline Advisers 0.03% Add +0.4% 131,585 $31.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.23% Add +1.3% 130,770 $31.6M
Schroder Investment Management Group 0.03% Reduce -4.1% 128,860 $30.9M
Asset Management One Co., Ltd. 0.08% Reduce -0.7% 117,355 $28.4M
Royal Bank of Canada 0.01% Add +6.3% 112,166 $27.1M
Capitolis Liquid Global Markets LLC 0.17% — 110,098 $26.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 108,335 $26.2M
Investure, LLC 1.20% Add +38.0% 100,821 $24.4M
Pacific Heights Asset Management LLC 0.81% No change 100,000 $24.2M
Public Employees Retirement System of Ohio 0.07% Reduce -13.9% 93,595 $22.6M
California State Teachers Retirement System 0.02% Reduce -3.1% 92,424 $22.4M
SG Americas Securities, LLC 0.02% Add +45.5% 91,254 $22.1M
AQR Capital Management 0.01% Add +10.8% 87,193 $21.1M
Neuberger Berman Group LLC 0.02% Add +20.1% 86,517 $20.9M
Alliancebernstein L.P. 0.01% Reduce -5.2% 79,037 $20.7M
Aberdeen Group plc 0.03% Reduce -55.0% 83,404 $20.2M
Sophron Capital Management L.P. 5.64% Add +2.6% 79,068 $19.1M
Solel Partners LP 3.97% No change 76,700 $18.6M
Capital World Investors 0.00% Add +1305.1% 74,778 $18.1M
Susquehanna Portfolio Strategies, LLC 0.27% New 74,586 $18.0M
Vanguard Investments Australia, Ltd. 0.05% — 74,417 $18.0M
Gotham Asset Management 0.06% Reduce -16.9% 74,388 $18.0M
Allianz Asset Management GmbH 0.02% Reduce -11.6% 71,846 $17.4M
Balyasny Asset Management L.P. 0.03% Reduce -46.5% 68,880 $16.7M
National Bank of Canada 0.02% Add +149.4% 68,046 $16.5M
Millennium Management 0.01% Add +73.2% 66,945 $16.2M
Corient Private Wealth LP 0.02% Add +575.2% 66,430 $16.0M
STRS Ohio 0.06% Reduce -21.7% 64,342 $15.6M
Macquarie Group Ltd. 0.09% Reduce -7.9% 64,046 $15.5M
CBRE Investment Management Listed Real Assets LLC 0.22% Reduce -5.7% 60,685 $14.7M
Wells Fargo & Company 0.00% Add +5.2% 60,255 $14.6M
American Assets Investment Management, LLC 0.98% No change 59,500 $14.4M
New York State Teachers Retirement System 0.03% No change 55,556 $13.4M
State Board of Administration of Florida Retirement System 0.02% Reduce -6.0% 54,732 $13.2M
Brookfield Corp 0.02% Reduce -29.2% 53,076 $12.8M
Aviva PLC 0.02% Add +3.5% 52,845 $12.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -12.9% 52,167 $12.6M
Marshall Wace, LLP 0.01% Add +22.9% 51,421 $12.4M
DekaBank Deutsche Girozentrale 0.02% No change 50,197 $12.4M
Envestnet Asset Management Inc. 0.00% Reduce -0.4% 51,036 $12.4M
Cibc World Market Inc. 0.02% Reduce -18.0% 50,978 $12.3M
D. E. Shaw & Co. 0.01% Add +1074.7% 50,467 $12.2M
Uniplan Investment Counsel, Inc. 1.29% Reduce -6.8% 50,157 $12.1M
Retirement Systems of Alabama 0.04% Reduce -0.1% 49,622 $12.0M
APG Asset Management N.V. 0.04% Reduce -6.8% 56,620 $11.9M
Apollo Management Holdings, L.P. 0.23% Reduce -8.6% 48,060 $11.6M
Earnest Partners LLC 0.05% Add +1.4% 47,195 $11.4M
Robeco Institutional Asset Management B.V. 0.02% Reduce -7.0% 46,834 $11.3M
Resona Asset Management Co.,Ltd. 0.06% Add +5.3% 46,497 $11.3M
Royal London Asset Management Ltd. 0.02% Reduce -1.8% 45,092 $10.9M
Danske Bank A/S 0.03% Reduce -2.6% 44,768 $10.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +22.8% 43,989 $10.6M
New York State Common Retirement Fund 0.01% Reduce -2.2% 43,883 $10.6M
State of Wisconsin Investment Board 0.02% Add +0.6% 42,590 $10.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.0% 41,814 $10.1M
Handelsbanken Fonder AB 0.03% Reduce -2.4% 41,169 $10.0M
Van Eck Associates Corp. 0.01% Add +13.8% 40,788 $9.9M
Prudential Financial Inc. 0.01% Reduce -1.6% 39,645 $9.6M
State of Alaska, Department of Revenue 0.10% Add +0.9% 38,287 $9.3M
Meiji Yasuda Asset Management Co Ltd. 0.45% Add +9.2% 37,094 $9.0M
Diversify Wealth Management, LLC 0.16% Add +58.7% 33,239 $8.8M
Bank of Montreal 0.00% Reduce -17.2% 36,211 $8.8M
State of New Jersey Common Pension Fund D 0.03% No change 36,124 $8.7M
KBC Group NV 0.02% Reduce -39.6% 36,019 $8.7M
Janney Montgomery Scott LLC 0.02% Add +10.9% 35,998 $8.7M
Westwood Holdings Group Inc. 0.06% Reduce -47.5% 35,797 $8.7M
Natixis Advisors, LLC 0.01% Add +38.0% 35,430 $8.6M
CIBC Bancorp USA Inc. 0.01% — 35,007 $8.5M
Cresset Asset Management, LLC 0.04% Add +48.2% 34,571 $8.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +20.7% 34,770 $8.4M
Korea Investment CORP 0.02% Add +19.0% 34,543 $8.4M
Victory Capital Management Inc. 0.01% Add +1.6% 33,401 $8.1M
LPL Financial LLC 0.00% Reduce -2.1% 33,189 $8.0M
Franklin Resources Inc. 0.00% Add +30.1% 32,312 $7.8M
Yousif Capital Management, LLC 0.09% Reduce -0.1% 32,201 $7.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.8% 31,747 $7.7M
Pictet Asset Management Holding SA 0.01% Add +3.2% 31,574 $7.6M
Leeward Investments, LLC - MA 0.38% Reduce -3.3% 31,556 $7.6M
Vert Asset Management LLC 2.34% Reduce -0.6% 30,462 $7.4M
SEB Asset Management AB 0.03% — 30,011 $7.3M
Toronto Dominion Bank 0.01% Reduce -24.5% 29,567 $7.2M
Tudor Investment Corporation 0.04% Reduce -23.0% 29,532 $7.1M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -3.5% 28,668 $6.9M
Metis Global Partners, LLC 0.17% Add +4.0% 27,991 $6.8M
Perigon Wealth Management, LLC 0.12% Add +0.5% 27,781 $6.7M
Vestcor Inc 0.19% Reduce -2.0% 27,778 $6.7M
Treasurer of the State of North Carolina 0.02% Add +2.2% 27,284 $6.6M
GSI Capital Advisors LLC 3.43% Reduce -0.4% 26,084 $6.3M
Raymond James Financial Inc. 0.00% Reduce -2.4% 25,543 $6.2M
Tredje AP-fonden 0.03% Add +267.2% 25,012 $6.1M
Quilter Plc 0.11% Reduce -2.3% 24,734 $6.0M
KLP Kapitalforvaltning As 0.02% No change 24,451 $6.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.6% 24,205 $5.9M
IFM Investors Pty Ltd 0.05% Add +3.8% 23,693 $5.7M
Lasalle Investment Management Securities LLC 0.23% No change 23,605 $5.7M
Creative Planning 0.00% Add +67.8% 23,332 $5.6M
TD Asset Management Inc 0.00% Add +2.4% 23,056 $5.6M
UniSuper Management Pty Ltd 0.03% Reduce -0.9% 21,940 $5.3M
NEOS Investment Management LLC 0.03% Add +102.6% 20,788 $5.0M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +3.2% 20,688 $5.0M
Mackenzie Financial Corp. 0.01% Add +64.6% 20,620 $5.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.9% 20,603 $5.0M
Mizuho Markets Americas LLC 0.14% New 20,217 $4.9M
Stifel Financial Corp. 0.00% Reduce -12.6% 20,199 $4.9M
Dean Investment Associates, LLC 0.67% Reduce -5.0% 19,661 $4.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +74.2% 19,608 $4.7M
USS Investment Management Ltd 0.02% Add +12.8% 19,504 $4.7M
Credit Agricole S A 0.02% Reduce -14.7% 19,346 $4.7M
Nissay Asset Management Corp. /Japan 0.02% Add +2.7% 19,087 $4.6M
Public Sector Pension Investment Board 0.01% Add +11.9% 18,346 $4.4M
Janus Henderson Group PLC 0.00% Reduce -2.1% 17,707 $4.3M
Carronade Capital Management, LP 0.31% Reduce -21.3% 17,705 $4.3M
Czech National Bank 0.03% Add +3.3% 17,550 $4.2M
Arizona State Retirement System 0.02% Reduce -0.9% 17,498 $4.2M
Andra AP-fonden 0.05% Reduce -71.5% 17,262 $4.2M
Bank of Nova Scotia 0.01% Reduce -6.6% 17,200 $4.2M
Kinloch Capital, LLC 1.70% Add +22.9% 17,182 $4.2M
Canada Pension Plan Investment Board 0.00% No change 16,900 $4.1M
MetLife Investment Management, LLC 0.02% Reduce -2.0% 16,869 $4.1M
State of Michigan Retirement System 0.02% No change 16,860 $4.1M
Davis Selected Advisers 0.02% Add +1.5% 16,761 $4.1M
Quinn Opportunity Partners LLC 0.21% No change 16,650 $4.0M
Baron Capital (BAMCO) 0.01% Reduce -13.0% 16,125 $3.9M
Mercer Global Advisors Inc. 0.01% Add +10.0% 16,095 $3.9M
Jones Financial Companies LLLP 0.00% Add +2872.1% 16,198 $3.9M
Landmark Investment Partners, L.P. 3.98% Reduce -43.9% 15,906 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -1.9% 15,451 $3.7M
CIBC Asset Management Inc 0.01% Add +1.5% 15,383 $3.7M
DNB Asset Management AS 0.01% Add +12.5% 15,378 $3.7M
Natixis 0.01% New 15,326 $3.7M
Peapack Gladstone Financial Corp. 0.05% Reduce -0.1% 14,718 $3.6M
Storebrand Asset Management As 0.01% Add +5.0% 14,631 $3.5M
Federation des caisses Desjardins du Quebec 0.01% Add +37.4% 14,423 $3.5M
Composition Wealth, LLC 0.05% Reduce -0.9% 14,242 $3.4M
HighTower Advisors, LLC 0.00% Add +9.3% 14,104 $3.4M
Aurora Investment Managers, LLC. 2.41% Add +0.0% 13,533 $3.3M
Voya Investment Management LLC 0.00% Reduce -0.5% 13,338 $3.2M
Point72 Asset Management 0.01% New 13,192 $3.2M
New Age Alpha Advisors, LLC 0.14% Add +5.2% 12,037 $2.9M
Westpac Banking Corp. 0.20% Reduce -1.6% 11,952 $2.9M
Amalgamated Bank 0.02% Reduce -1.5% 11,799 $2.9M
Xponance LLC 0.02% Add +15.4% 11,250 $2.7M
Illinois Municipal Retirement Fund 0.03% Reduce -60.3% 10,944 $2.6M
Entropy Technologies, LP 0.12% Reduce -48.4% 10,420 $2.5M
Allstate Corp. 0.03% Add +14.3% 10,419 $2.5M
Pensionfund PDN 1.46% Add +7.2% 10,395 $2.5M
Voloridge Investment Management, LLC 0.01% New 10,393 $2.5M
Utah Retirement Systems 0.03% Reduce -81.5% 10,346 $2.5M
Kingswood Wealth Advisors, LLC 0.12% Reduce -1.3% 10,271 $2.5M
Cetera Investment Advisers 0.00% Reduce -5.0% 10,005 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +0.6% 9,790 $2.4M
Focus Partners Wealth 0.00% Add +33.3% 9,654 $2.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -21.9% 9,531 $2.4M
Sterling Capital Management LLC 0.04% Reduce -17.6% 9,727 $2.4M
New York Life Investment Management LLC 0.02% Add +2.8% 9,606 $2.3M
Summit Trail Advisors, LLC 0.03% Add +34.3% 9,185 $2.2M
Weiss Asset Management LP 0.06% New 9,114 $2.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -23.6% 9,100 $2.2M
Ensign Peak Advisors, Inc 0.00% Add +21.4% 9,069 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -22.2% 8,876 $2.1M
Worldquant Millennium Advisors LLC 0.01% New 8,784 $2.1M
Nisa Investment Advisors, LLC 0.01% Reduce -34.9% 8,376 $2.1M
GAM Holding AG 0.18% New 8,483 $2.1M
Swiss Life Asset Management Ltd 0.01% Reduce -47.4% 8,013 $1.9M
PNC Financial Services Group, Inc. 0.00% Reduce -5.9% 7,998 $1.9M
Truist Financial Corp. 0.00% Reduce -12.2% 7,982 $1.9M
Caprock Group, LLC 0.05% Reduce -12.0% 7,618 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.7% 7,672 $1.9M
M&T Bank Corp 0.01% Add +4.9% 7,616 $1.8M
Cozad Asset Management Inc. 0.14% Add +6.8% 7,416 $1.8M
Oregon Public Employees Retirement Fund 0.02% No change 7,359 $1.8M
Arax Advisory Partners 0.05% Add +560.5% 7,299 $1.8M
Jefferies Financial Group Inc. 0.02% New 7,200 $1.7M
Norinchukin Bank, The 0.02% Reduce -1.1% 7,110 $1.7M
Magnetar Financial LLC 0.02% Add +50.6% 6,906 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -0.9% 6,854 $1.7M
Clifford Swan Investment Counsel LLC 0.06% Reduce -1.4% 6,838 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -1.6% 6,823 $1.7M
Knights of Columbus Asset Advisors LLC 0.09% No change 6,742 $1.6M
Guggenheim Capital LLC 0.01% Add +196.4% 6,693 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +11.9% 6,597 $1.6M
Pathstone Holdings, LLC 0.01% Add +5.0% 6,490 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.3% 6,414 $1.6M
OP Asset Management Ltd 0.02% Reduce -9.8% 6,403 $1.5M
&partners 0.01% Reduce -2.3% 6,341 $1.5M
Rafferty Asset Management, LLC 0.01% Reduce -23.9% 6,339 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 6,301 $1.5M
Nordea Investment Management AB 0.00% Add +2.5% 6,269 $1.5M
LDR Capital Management LLC 2.77% No change 5,852 $1.4M
Nomura Holdings Inc. 0.01% Add +21.5% 5,762 $1.4M
Perpetual Ltd 0.02% New 5,755 $1.4M
Cerity Partners LLC 0.00% Reduce -15.3% 5,717 $1.4M
Commerce Bank 0.01% Add +6.2% 5,676 $1.4M
GeoWealth Management, LLC 0.05% Reduce -8.3% 5,596 $1.4M
Eurizon Capital SGR S.p.A. 0.00% Add +59.8% 5,367 $1.3M
Blackhawk Capital Partners, LLC 0.45% Add +7.1% 5,111 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -13.1% 5,074 $1.2M
Naviter Wealth, LLC 0.15% Add +12.4% 5,012 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -72.1% 5,055 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 5,036 $1.2M
Avanza Fonder AB 0.03% No change 5,000 $1.2M
Gulf International Bank (UK) Ltd 0.03% Add +45.6% 4,941 $1.2M
Advisors Asset Management, Inc. 0.02% Add +24.3% 4,929 $1.2M
Sigma Planning Corp 0.03% Add +19.6% 4,876 $1.2M
Pensionfund Sabic 1.41% Add +6.6% 4,850 $1.2M
Spirit of America Management Corp. 0.23% Reduce -30.8% 4,836 $1.2M
Tidal Investments LLC 0.00% Add +35.5% 4,741 $1.1M
Camelot Portfolios, LLC 0.85% Reduce -2.4% 4,699 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +44.5% 4,691 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +8.3% 4,644 $1.1M
Lighthouse Investment Partners, LLC 0.04% Reduce -94.7% 4,639 $1.1M
Investment Management Corp of Ontario 0.01% Add +6.4% 4,626 $1.1M
Vanderbilt University 0.21% Add +4.9% 4,594 $1.1M
Provident Investment Management, Inc. 0.11% Add +1.1% 4,447 $1.1M
Kepler Cheuvreux (Suisse) SA 0.07% Add +33.5% 4,372 $1.1M
Swedbank AB 0.00% No change 4,308 $1.0M
Inspire Investing, LLC 0.06% Add +239.8% 4,247 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.1% 4,215 $1.0M
DRW Securities, LLC 0.05% Add +257.6% 4,134 $1.0M
National Pension Service 0.00% Reduce -88.2% 4,110 $995K
Captrust Financial Advisors 0.00% Add +108.9% 4,091 $990K
Ashton Thomas Private Wealth, LLC 0.02% New 4,090 $990K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +59.2% 4,054 $981K
Tiemann Investment Advisors, LLC 0.38% No change 4,034 $976K
Osterweis Capital Management Inc. 0.06% No change 4,000 $968K
Baird Financial Group, Inc. 0.00% Add +0.7% 3,960 $958K
Mizuho Securities USA LLC 0.02% Reduce -16.9% 3,896 $943K
Vident Advisory, LLC 0.01% Reduce -12.0% 3,889 $941K
Fideuram Asset Management (Ireland) dac 0.12% Add +179250.0% 3,587 $910K
Hartford Investment Management Co. 0.03% Reduce -1.2% 3,700 $895K
Fifth Third Bancorp 0.00% Reduce -8.9% 3,693 $894K
Mariner, LLC 0.00% Add +18.9% 3,662 $886K
Inscription Capital, LLC 0.09% Add +28.7% 3,618 $876K
MML Investors Services, LLC 0.00% Reduce -17.2% 3,596 $870K
US Bancorp \de 0.00% Add +33.7% 3,487 $844K
OneDigital Investment Advisors LLC 0.01% Add +0.8% 3,453 $836K
Chicago Partners Investment Group LLC 0.02% Add +67.2% 3,298 $832K
Horst & Graben Wealth Management LLC 0.11% No change 3,220 $827K
United Capital Financial Advisors, LLC 0.01% Add +32.7% 3,395 $822K
Tower Research Capital LLC (TRC) 0.02% Add +41.0% 3,350 $811K
DoubleLine ETF Adviser LP 0.31% Reduce -20.1% 3,337 $808K
Ethic Inc. 0.01% Reduce -4.2% 3,330 $806K
Louisiana State Employees Retirement System 0.01% No change 3,300 $799K
Caisse de depot et placement du Quebec 0.00% Reduce -87.6% 3,289 $796K
Allworth Financial LP 0.00% Reduce -1.4% 3,258 $789K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +431.7% 3,254 $787K
Pacer Advisors, Inc. 0.00% Reduce -36.4% 3,223 $780K
Maryland State Retirement & Pension System 0.02% No change 3,135 $759K
Two Sigma Securities, LLC 0.09% Add +202.1% 3,093 $749K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +95.3% 3,087 $747K
Barings LLC 0.01% No change 3,019 $747K
Kera Capital Partners, Inc. 0.09% Add +60.4% 3,068 $743K
Kestra Private Wealth Services, LLC 0.01% Add +1.7% 3,047 $737K
Rockefeller Capital Management L.P. 0.00% Add +14.0% 3,038 $735K
Certuity, LLC 0.05% Add +45.6% 3,021 $731K
New Mexico Educational Retirement Board 0.02% No change 3,000 $726K
OMERS ADMINISTRATION Corp 0.00% Add +30.4% 2,998 $726K
Horizon Investments, LLC 0.01% Add +0.9% 2,960 $716K
Syon Capital LLC 0.04% Reduce -22.5% 2,931 $709K
Jain Global LLC 0.01% New 2,925 $708K
Abn Amro Investment Solutions 0.01% Add +25.2% 2,780 $673K
Parallel Advisors, LLC 0.01% Add +3.8% 2,759 $668K
Aaron Wealth Advisors LLC 0.04% Reduce -57.0% 2,676 $648K
Osaic Holdings, Inc. 0.00% Add +3.3% 2,663 $645K
Crossmark Global Holdings, Inc. 0.01% Add +6.8% 2,654 $642K
MUFG Securities EMEA plc 0.01% No change 2,643 $640K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.2% 2,625 $638K
Sivia Capital Partners, LLC 0.12% New 2,635 $638K
Ieq Capital, LLC 0.00% Reduce -11.4% 2,566 $621K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +0.8% 2,558 $619K
Global X Japan Co., Ltd. 0.03% Add +8.1% 2,513 $608K
Plato Investment Management Ltd 0.04% No change 2,475 $599K
HUB Investment Partners, LLC 0.01% Add +40.7% 2,476 $599K
Versant Capital Management, Inc 0.06% Add +63.1% 2,440 $590K
SlateStone Wealth, LLC 0.05% Add +6.2% 2,415 $584K
Baker Avenue Asset Management, LP 0.01% Add +20.7% 2,403 $582K
Penserra Capital Management LLC 0.01% Add +2.1% 2,389 $577K
Saudi Central Bank 0.01% New 2,377 $575K
Quadrant Capital Group LLC 0.02% Add +8.6% 2,348 $568K
Farringdon Capital, Ltd. 0.12% Add +29.3% 2,332 $564K
Groupe la Francaise 0.01% New 2,320 $561K
Claro Advisors Inc. 0.07% Add +1.1% 2,298 $556K
RB Capital Management, LLC 0.12% Reduce -2.3% 2,290 $554K
Creative Financial Designs Inc. 0.03% Reduce -25.1% 2,256 $546K
Daiichi Life Insurance Co., Ltd. 0.02% No change 2,254 $545K
ASR Vermogensbeheer N.V. 0.01% Add +1.4% 2,236 $541K
MAI Capital Management 0.00% Add +9.2% 2,211 $535K
Campbell & CO Investment Adviser LLC 0.03% Reduce -49.3% 2,187 $529K
Havemeyer Place LP 0.06% New 2,170 $525K
Federated Hermes, Inc. 0.00% Add +134.0% 2,167 $524K
Cwm, LLC 0.00% Reduce -50.7% 2,117 $512K
Fisher Asset Management 0.00% Reduce -35.5% 2,107 $510K
EP Wealth Advisors, LLC 0.00% Add +62.5% 2,101 $509K
Bridgewater Associates 0.00% New 2,096 $507K
Empowered Funds, LLC 0.00% New 2,095 $507K
Machina Capital S.A.S. 0.10% New 2,087 $505K
Kestra Advisory Services, LLC 0.00% Add +26.2% 2,080 $503K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 2,063 $499K
Choreo, LLC 0.01% Add +6.7% 2,030 $496K
Schonfeld Strategic Advisors LLC 0.00% Reduce -1.5% 2,021 $489K
Glenmede Trust Co. NA 0.00% Reduce -0.3% 2,017 $488K
Prudential PLC 0.00% No change 2,006 $485K
Ilmarinen Mutual Pension Insurance Co 0.00% No change 2,000 $484K
Valeo Financial Advisors, LLC 0.01% Reduce -2.1% 1,991 $482K
Ritholtz Wealth Management 0.01% Reduce -44.0% 1,978 $479K
Atria Investments, Inc 0.01% Add +2.5% 1,943 $470K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -4.7% 1,918 $464K
Jane Street Group, LLC 0.00% Reduce -96.1% 1,884 $456K
Summitry LLC 0.02% Add +5.4% 1,869 $452K
North Dakota State Investment Board 0.02% Reduce -14.7% 1,863 $451K
Jump Financial, LLC 0.01% Reduce -14.8% 1,862 $451K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% No change 1,860 $450K
Optas, LLC 0.07% Add +62.3% 1,857 $449K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,840 $445K
Turning Point Benefit Group, Inc. 0.28% Reduce -3.1% 1,762 $436K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +0.3% 1,791 $433K
Mufg Securities Americas Inc. 0.03% Add +2.7% 1,783 $431K
Intech Investment Management LLC 0.00% No change 1,741 $421K
Squarepoint Ops LLC 0.00% Reduce -78.8% 1,713 $415K
Securian Asset Management, Inc. 0.02% No change 1,710 $414K
Azzad Asset Management Inc. 0.04% Reduce -73.6% 1,686 $408K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 1,677 $406K
Evergreen Capital Management LLC 0.01% New 1,651 $404K
Engineers Gate Manager LP 0.01% New 1,654 $400K
Independent Advisor Alliance 0.00% Reduce -0.2% 1,653 $400K
GTS Securities LLC 0.01% New 1,614 $391K
Van Hulzen Asset Management, LLC 0.03% No change 1,593 $385K
Bessemer Group Inc. 0.00% Reduce -0.4% 1,594 $385K
Groupama Asset Managment 0.01% Reduce -3.8% 1,589 $385K
Washington Trust Bank 0.03% No change 1,573 $381K
Wulff, Hansen & Co. 0.39% No change 1,564 $378K
E. Ohman J:or Asset Management AB 0.01% No change 1,543 $373K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -44.7% 1,438 $348K
Crestwood Advisors Group, LLC 0.01% Add +23.0% 1,433 $347K
Steward Partners Investment Advisory, LLC 0.00% Reduce -47.1% 1,432 $346K
Parcion Private Wealth LLC 0.02% Reduce -3.4% 1,416 $343K
Exchange Traded Concepts, LLC 0.00% Add +9.5% 1,415 $342K
Revisor Wealth Management LLC 0.09% Add +5.7% 1,384 $341K
Edgestream Partners, L.P. 0.01% Reduce -95.0% 1,402 $339K
U.S. Capital Wealth Advisors, LLC 0.01% Add +20.8% 1,382 $334K
GAMMA Investing LLC 0.02% Add +6.6% 1,379 $334K
Snowwater Investment Partners, LLC 0.30% No change 1,300 $318K
Gen-Wealth Partners Inc 0.10% Add +3.7% 1,313 $318K
B. Metzler seel. Sohn & Co. AG 0.00% No change 1,285 $311K
Spire Wealth Management 0.01% Add +42266.7% 1,271 $308K
Whittier Trust Co. 0.00% Reduce -4.1% 1,232 $305K
Yoffe Investment Management, LLC 0.39% Reduce -0.1% 1,254 $304K
KCM Investment Advisors LLC 0.01% No change 1,245 $301K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Add +34.7% 1,220 $295K
Ostrum Asset Management 0.02% Add +1.5% 1,208 $292K
Azimuth Capital Investment Management LLC 0.01% No change 1,200 $290K
Norden Group LLC 0.03% Add +0.9% 1,180 $286K
FIL Ltd 0.00% Add +39.8% 1,166 $282K
Sound Financial Strategies Group, LLC 0.19% Reduce -49.0% 1,165 $282K
Coldstream Capital Management Inc. 0.00% Reduce -15.2% 1,153 $279K
Lloyd Advisory Services, LLC. 0.08% New 1,141 $276K
Kingdom Financial Group LLC. 0.08% No change 1,141 $276K
Altar Rock LLC 0.32% New 1,120 $274K
V-Square Quantitative Management LLC 0.03% Reduce -3.3% 1,116 $270K
Gateway Investment Advisers LLC 0.00% New 1,115 $270K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -81.4% 1,092 $264K
Platform Technology Partners 0.05% New 1,090 $264K
Concurrent Investment Advisors, LLC 0.00% Reduce -50.3% 1,088 $263K
Praxis Investment Management Inc. 0.02% New 1,057 $256K
Park Avenue Securities LLC 0.00% Reduce -24.6% 1,060 $256K
Gsa Capital Partners LLP 0.02% Reduce -61.0% 1,052 $255K
Bailard, Inc. 0.01% No change 1,051 $254K
Frec Markets, Inc. 0.04% New 1,047 $253K
FORA Capital, LLC 0.02% Reduce -58.6% 1,046 $253K
Legacy Wealth Asset Management, LLC 0.06% Add +1.6% 1,030 $249K
Merit Financial Group, LLC 0.00% Reduce -0.1% 1,030 $249K
TCW Group Inc. 0.00% Add +5.1% 1,014 $245K
Sagespring Wealth Partners, LLC 0.00% New 1,006 $244K
DV Trading LLC 0.02% Add +1150.0% 1,000 $242K
Pinnacle Associates Ltd. 0.00% Reduce -26.9% 988 $239K
Checchi Capital Advisers, LLC 0.02% Add +26.6% 984 $238K
GF Fund Management Co. LTD. 0.00% Reduce -8.7% 974 $236K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -70.3% 959 $232K
Wealthspire Advisors, LLC 0.00% Reduce -28.3% 949 $230K
Patton Fund Management, Inc. 0.04% Add +9.4% 941 $228K
Roman Butler Fullerton & Co. 0.06% No change 902 $227K
Siemens Fonds Invest GmbH 0.01% Add +5.4% 931 $225K
Caxton Associates LLP 0.01% New 925 $224K
Crawford Investment Counsel Inc. 0.00% Reduce -1.6% 920 $223K
Kathmere Capital Management, LLC 0.01% Reduce -7.9% 917 $222K
Waverly Advisors, LLC 0.00% Add +1.1% 913 $221K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -10.9% 908 $220K
Conscious Wealth Investments, LLC 0.12% No change 869 $219K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 886 $214K
Callan Family Office, LLC 0.00% New 877 $212K
Compound Planning, Inc. 0.01% Reduce -5.5% 875 $212K
Caldwell Sutter Capital, Inc. 0.08% Add +5.5% 856 $207K
Profund Advisors LLC 0.01% Reduce -23.2% 852 $206K
Greenleaf Trust 0.00% Reduce -2.4% 846 $205K
OpenArc Corporate Advisory, LLC 0.00% Reduce -7.9% 842 $204K
Cornerstone Wealth Group, LLC 0.01% Add +0.3% 792 $200K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -69.7% 826 $200K
Ascentis Wealth Management, LLC 0.04% Reduce -6.2% 794 $192K
Virtus Investment Advisers, LLC 0.05% Add +24.6% 776 $188K
Canada Post Corp Registered Pension Plan 0.01% Reduce -41.3% 710 $172K
Cetera Trust Company, N.A 0.10% Add +6.1% 695 $168K
Mather Group, Llc. 0.00% Reduce -13.8% 679 $164K
Northwestern Mutual Wealth Management Co. 0.00% Add +23.5% 652 $158K
Signaturefd, LLC 0.00% Add +39.1% 619 $150K
Brown Brothers Harriman & Co. 0.00% Add +25.6% 604 $146K
Tema ETFs LLC 0.01% No change 588 $142K
Ameritas Investment Partners, Inc. 0.00% No change 576 $139K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.2% 540 $134K
Principia Wealth Advisory, LLC 0.07% Add +0.9% 540 $131K
North Star Investment Management Corp. 0.01% Reduce -0.8% 503 $122K
CX Institutional 0.00% Reduce -36.3% 494 $120K
Assetmark, Inc. 0.00% Reduce -11.2% 442 $107K
Ascentis Independent Advisors 0.01% New 381 $92K
Center for Financial Planning, Inc. 0.01% No change 350 $85K
Beacon Investment Advisory Services, Inc. 0.00% New 350 $85K
Larson Financial Group LLC 0.00% Add +117.7% 344 $83K
Hamrick Investment Counsel, llc 0.04% New 310 $76K
Farther Finance Advisors, LLC 0.00% Reduce -6.0% 311 $76K
Trifecta Capital Advisors, LLC 0.01% New 310 $75K
Brown, Lisle/Cummings, Inc. 0.02% No change 304 $74K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 303 $73K
Clearstead Trust, LLC 0.01% No change 297 $72K
DT Investment Partners, LLC 0.01% No change 297 $72K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -17.4% 285 $69K
Los Angeles Capital Management LLC 0.00% New 283 $68K
EverSource Wealth Advisors, LLC 0.00% Add +31.2% 265 $64K
Smartleaf Asset Management LLC 0.00% Reduce -27.5% 242 $59K
Bear Mountain Capital, Inc. 0.02% No change 221 $57K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -4.9% 233 $56K
Cromwell Holdings LLC 0.03% Add +1.9% 212 $52K
Ancora Advisors LLC 0.00% Add +46.5% 211 $51K
Ameriflex Group, Inc. 0.03% No change 208 $50K
1620 Investment Advisors, Inc. 0.03% No change 200 $48K
CENTRAL TRUST Co 0.00% No change 195 $47K
Muzinich & Co., Inc. 0.02% Add +280.0% 190 $46K
Huntington National Bank 0.00% Reduce -16.2% 186 $45K
Covestor Ltd 0.03% Reduce -34.8% 176 $43K
CYBER HORNET ETFs LLC 0.03% Reduce -4.9% 176 $43K
CoreCap Advisors, LLC 0.00% No change 163 $39K
Cassaday & Co Wealth Management LLC 0.00% New 159 $38K
Capital Advisors, Ltd. LLC 0.00% No change 158 $38K
Bruce G. Allen Investments, LLC 0.02% Reduce -0.6% 157 $38K
Tobam 0.01% Reduce -93.9% 148 $36K
True Wealth Design, LLC 0.01% Reduce -17.6% 145 $35K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -28.2% 145 $35K
Advisory Services Network, LLC 0.00% New 142 $34K
UMB Bank, n.a. 0.00% Reduce -6.6% 127 $31K
Princeton Global Asset Management LLC 0.00% No change 120 $29K
Trust Co. of Toledo NA 0.00% No change 120 $29K
Owl Creek Wealth Partners LLC 0.01% — 116 $28K
Parkside Financial Bank & Trust 0.00% Add +12.8% 115 $28K
State of Wyoming 0.00% Reduce -87.8% 110 $27K
Private Trust Co. NA 0.00% Add +4.8% 108 $26K
Capital Analysts, LLC 0.00% Reduce -24.4% 102 $25K
Richardson Financial Services Inc. 0.02% No change 100 $24K
Washington Trust Advisors, Inc. 0.00% Reduce -5.9% 95 $23K
Hantz Financial Services, Inc. 0.00% Reduce -53.9% 89 $22K
Fulcrum Asset Management LLP 0.00% No change 88 $21K
Blueline Advisors LLC 0.02% Add +16.0% 87 $21K
Pacific Center for Financial Services 0.01% Reduce -55.4% 86 $21K
TIAA Wealth Investment Management LLC 0.00% — 83 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -7.1% 78 $19K
Rothschild Investment LLC 0.00% Add +50.0% 78 $19K
Barnes Dennig Private Wealth Management LLC 0.02% New 76 $18K
Solstein Capital, LLC 0.01% New 74 $18K
Golden State Wealth Management, LLC 0.00% New 74 $18K
Quent Capital, LLC 0.00% Add +102.8% 73 $18K
Cedar Mountain Advisors, LLC 0.00% New 67 $16K
Smithfield Trust Co 0.00% No change 66 $16K
Salomon & Ludwin, LLC 0.00% New 61 $15K
Montag A & Associates Inc. 0.00% No change 59 $14K
Raiffeisen Bank International AG 0.00% No change 54 $13K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $12K
Basecamp Wealth Advisors LLC 0.00% Reduce -53.0% 47 $11K
Raleigh Capital Management Inc. 0.00% Add +2.2% 46 $11K
Hilltop National Bank 0.00% No change 44 $11K
Farmers & Merchants Investments Inc. 0.00% No change 44 $11K
GW&K Investment Management, LLC 0.00% Reduce -9.1% 40 $10K
Physician Wealth Advisors, Inc. 0.00% Add +173.3% 41 $10K
SOA Wealth Advisors, LLC. 0.00% Reduce -4.8% 40 $10K
TD Private Client Wealth LLC 0.00% No change 38 $9K
Mb, Levis & Associates, LLC 0.00% No change 37 $9K
Clearstead Advisors, LLC 0.00% Reduce -83.5% 37 $9K
Blue Trust, Inc. 0.00% Reduce -10.3% 35 $8K
LRI Investments, LLC 0.00% New 34 $8K
Harbour Investments, Inc. 0.00% Add +26.1% 29 $7K
Elevation Wealth Partners, LLC 0.00% Add +116.7% 26 $6K
Kemnay Advisory Services Inc. 0.00% New 26 $6K
LM Advisors LLC 0.03% Reduce -11.2% 1,437 $6K
Cornerstone Planning Group LLC 0.00% No change 22 $6K
Twin Lakes Capital Management, LLC 0.00% No change 23 $6K
Investors Research Corp 0.00% No change 22 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +61.5% 21 $5K
SJS Investment Consulting Inc. 0.00% Reduce -89.8% 21 $5K
MV Capital Management, Inc. 0.00% Reduce -13.0% 20 $5K
Bartlett & Co. Wealth Management LLC 0.00% Add +1700.0% 18 $5K
Sachetta, LLC 0.00% Add +850.0% 19 $5K
Essential Partners LLC 0.00% Reduce -89.5% 19 $5K
IFP Advisors, Inc 0.00% Reduce -54.3% 16 $4K
Rossby Financial, LCC 0.00% Add +40.0% 14 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -86.6% 13 $3K
POM Investment Strategies, LLC 0.00% No change 13 $3K
Red Tortoise LLC 0.00% No change 13 $3K
JPL Wealth Management, LLC 0.00% New 13 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 12 $3K
Bogart Wealth, LLC 0.00% Add +500.0% 12 $3K
Highline Wealth Partners LLC 0.00% New 11 $3K
Fortitude Family Office, LLC 0.00% No change 11 $3K
CVA Family Office, LLC 0.00% Reduce -66.7% 11 $3K
Summit Securities Group LLC 0.00% Reduce -97.8% 10 $2K
Truvestments Capital LLC 0.00% Reduce -9.1% 10 $2K
Millstone Evans Group, LLC 0.00% No change 9 $2K
Grove Bank & Trust 0.00% No change 9 $2K
Zions Bancorporation, National Association 0.00% Reduce -78.6% 9 $2K
Dogwood Wealth Management LLC 0.00% Reduce -11.1% 8 $2K
Raffa Wealth Management, LLC 0.00% No change 8 $2K
Cornerstone Financial Management LLC 0.00% Add +40.0% 7 $2K
SHP Wealth Management 0.00% New 7 $2K
Root Financial Partners, LLC 0.00% Reduce -83.7% 7 $2K
Dunhill Financial, LLC 0.00% Reduce -25.0% 6 $2K
Clark Wealth Partners 0.00% Add +100.0% 6 $1K
TFC Financial Management, Inc. 0.00% No change 6 $1K
Bell Investment Advisors, Inc 0.00% No change 6 $1K
SouthState Bank Corp 0.00% Add +100.0% 6 $1K
First Command Advisory Services, Inc. 0.00% New 5 $1K
Clayton Financial Group LLC 0.00% No change 5 $1K
Legacy Wealth Managment, LLC 0.00% No change 5 $1K
Simplex Trading, LLC 0.00% Reduce -95.7% 5 $1K
Avion Wealth 0.00% Add +33.3% 8 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -55.6% 4 $978
American Capital Advisory, LLC 0.00% New 4 $968
Hughes Financial Services, LLC 0.00% Add +100.0% 4 $968
Prestige Wealth Management Group LLC 0.00% No change 3 $734
Signature Equity Partners, LLC 0.00% No change 3 $726
Motco 0.00% No change 3 $726
Silicon Valley Capital Partners 0.00% New 3 $726
AdvisorNet Financial, Inc 0.00% New 3 $726
Retirement Wealth Solutions LLC 0.00% Add +100.0% 2 $484
Abound Wealth Management 0.00% New 2 $484
Bare Financial Services, Inc 0.00% New 2 $484
Rialto Wealth Management, LLC 0.00% No change 2 $484
First Horizon Corp. 0.00% No change 2 $484
Nvest Wealth Strategies, Inc. 0.00% New 1 $242
Quaker Wealth Management, LLC 0.00% New 1 $242
Freestone Grove Partners LP 0.00% New 1 $242
MidFirst Bank 0.00% New 1 $242

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