Essex Property TrustESS
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 633 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, up 22 from Q1 2026. 68 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($2.2B), Vanguard Portfolio Management LLC ($1.6B) and State Street Corp. ($1.5B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Essex Property Trust Inc.
- Sector
- Real Estate
- CUSIP
- 297178105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $62.0M |
| Exits | 48 | $177.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,227,592 shares bought and 2,996,848 shares sold, net +1,230,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 633 holders
| BlackRock, Inc. | 0.03% | Add +2.4% | 7,430,141 | $2.2B |
| Vanguard Portfolio Management LLC | 0.07% | Add +0.0% | 5,490,501 | $1.6B |
| State Street Corp. | 0.05% | Reduce -0.3% | 5,211,810 | $1.5B |
| Cohen & Steers, Inc. | 2.27% | Add +1.5% | 4,914,673 | $1.4B |
| Vanguard Capital Management LLC | 0.03% | Add +0.1% | 4,202,889 | $1.2B |
| T. Rowe Price Associates Inc. | 0.10% | Add +0.3% | 3,357,197 | $978.9M |
| Principal Financial Group Inc. | 0.30% | Add +25.5% | 2,092,902 | $610.3M |
| Geode Capital Management, LLC | 0.03% | Add +1.5% | 1,953,203 | $567.5M |
| Norges Bank | 0.05% | — | 1,607,742 | $468.8M |
| Invesco Ltd. | 0.03% | Add +19.8% | 1,125,265 | $328.1M |
| Resolution Capital Ltd | 5.51% | Add +52.7% | 1,027,680 | $299.7M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.5% | 1,000,799 | $291.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +5.9% | 939,663 | $274.0M |
| Legal & General Group Plc | 0.05% | Reduce -1.1% | 892,526 | $260.3M |
| Northern Trust Corp. | 0.03% | Add +2.1% | 862,383 | $251.5M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -1.4% | 838,001 | $250.5M |
| JPMorgan Chase & Co. | 0.01% | Add +52.6% | 830,044 | $245.6M |
| Daiwa Securities Group Inc. | 0.54% | Reduce -11.6% | 817,220 | $238.3M |
| Morgan Stanley | 0.01% | Reduce -5.8% | 791,652 | $230.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +23177.2% | 757,439 | $220.9M |
| ProShare Advisors LLC | 0.27% | Reduce -1.2% | 647,967 | $188.9M |
| Boston Partners | 0.16% | Add +3.0% | 628,452 | $183.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +28.1% | 619,623 | $180.7M |
| Quantinno Capital Management LP | 0.19% | Add +38.9% | 529,293 | $154.3M |
| Nuveen, LLC | 0.03% | Reduce -2.8% | 494,041 | $144.1M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 465,848 | $135.8M |
| Rush Island Management, LP | 8.47% | Reduce -45.7% | 438,518 | $127.9M |
| Duff & Phelps Investment Management Co. | 1.18% | Add +31.6% | 429,210 | $125.2M |
| Jacobs Levy Equity Management, Inc. | 0.44% | Reduce -1.8% | 416,385 | $121.4M |
| Sei Investments Co. | 0.09% | Add +0.4% | 363,007 | $105.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -0.4% | 360,888 | $105.2M |
| Russell Investments Group, Ltd. | 0.09% | Add +16.2% | 356,921 | $104.2M |
| Wellington Management Group LLP | 0.02% | Add +9.3% | 330,332 | $96.3M |
| American Century Companies Inc. | 0.04% | Add +3.8% | 326,092 | $95.1M |
| Aew Capital Management L P | 5.47% | Add +5.0% | 313,787 | $91.5M |
| Bank of America Corp. | 0.01% | Add +9.3% | 275,322 | $80.3M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +2.0% | 274,244 | $80.0M |
| HSBC Holdings PLC | 0.04% | Add +16.7% | 255,953 | $74.7M |
| Teacher Retirement System of Texas | 0.19% | Reduce -0.2% | 243,869 | $71.1M |
| State of Tennessee, Department of Treasury | 0.20% | Add +2.9% | 232,532 | $67.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +5.3% | 226,319 | $66.0M |
| Deutsche Bank AG | 0.02% | Add +9.0% | 224,971 | $65.6M |
| Citigroup Inc. | 0.03% | Reduce -23.2% | 219,678 | $64.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.5% | 215,964 | $63.0M |
| Heitman Real Estate Securities LLC | 4.00% | Add +53.5% | 213,726 | $62.3M |
| Amundi | 0.01% | Reduce -13.3% | 206,905 | $60.3M |
| Centersquare Investment Management LLC | 0.50% | Reduce -7.8% | 199,720 | $58.2M |
| Vest Financial, LLC | 0.59% | Reduce -4.7% | 191,810 | $55.9M |
| Swiss National Bank | 0.03% | Reduce -3.8% | 181,832 | $53.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Add +5.7% | 173,157 | $50.5M |
| BNP Paribas Financial Markets | 0.03% | Add +12.6% | 172,949 | $50.4M |
| Lido Advisors, LLC | 0.18% | Add +0.6% | 170,878 | $50.3M |
| UBS Group AG | 0.01% | Reduce -6.8% | 170,417 | $49.7M |
| AQR Capital Management | 0.02% | Add +94.3% | 169,437 | $49.3M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +11.2% | 167,626 | $48.8M |
| APG Asset Management US Inc. | 0.33% | No change | 159,780 | $47.2M |
| Schroder Investment Management Group | 0.03% | Add +23.4% | 158,992 | $46.6M |
| FMR LLC | 0.00% | Reduce -12.1% | 147,429 | $43.0M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -1.8% | 138,378 | $40.3M |
| Rhumbline Advisers | 0.03% | Reduce -1.9% | 129,060 | $37.6M |
| California Public Employees Retirement System | 0.02% | Reduce -5.9% | 128,575 | $37.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.6% | 147,232 | $37.3M |
| Nomura Asset Management International Inc. | 0.05% | Reduce -5.8% | 124,339 | $36.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +14.3% | 123,769 | $36.1M |
| First Trust Advisors LP | 0.02% | Reduce -17.4% | 123,272 | $35.9M |
| Asset Management One Co., Ltd. | 0.09% | Add +3.7% | 121,743 | $35.5M |
| Mackenzie Financial Corp. | 0.03% | Add +435.9% | 110,505 | $32.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.19% | Reduce -18.2% | 107,012 | $31.2M |
| Barclays PLC | 0.01% | Reduce -55.9% | 102,445 | $29.9M |
| Investure, LLC | 1.84% | No change | 100,821 | $29.4M |
| Pacific Heights Asset Management LLC | 0.92% | No change | 100,000 | $29.2M |
| California State Teachers Retirement System | 0.03% | Add +5.9% | 97,844 | $28.5M |
| Aberdeen Group plc | 0.04% | Add +14.2% | 95,226 | $27.8M |
| Bank of Montreal | 0.01% | Add +160.5% | 94,342 | $27.5M |
| Neuberger Berman Group LLC | 0.02% | Add +9.0% | 94,304 | $27.5M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -0.6% | 93,006 | $27.1M |
| Capital World Investors | 0.00% | Add +20.3% | 89,972 | $26.2M |
| Susquehanna Portfolio Strategies, LLC | 0.39% | Add +13.6% | 84,752 | $24.7M |
| Citadel Advisors | 0.01% | Reduce -74.1% | 82,041 | $23.9M |
| Royal Bank of Canada | 0.00% | Reduce -29.4% | 79,157 | $23.1M |
| Solel Partners LP | 3.80% | No change | 76,700 | $22.4M |
| Vanguard Investments Australia, Ltd. | 0.05% | Add +0.8% | 74,975 | $21.9M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.5% | 71,526 | $20.9M |
| Wells Fargo & Company | 0.00% | Add +17.5% | 70,778 | $20.6M |
| CBRE Investment Management Listed Real Assets LLC | 0.29% | Add +16.1% | 70,478 | $20.6M |
| Adelante Capital Management LLC | 1.30% | New | 67,992 | $19.8M |
| Corient Private Wealth LP | 0.03% | Reduce -2.0% | 65,119 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.1% | 78,171 | $18.9M |
| National Bank of Canada | 0.02% | Reduce -6.3% | 63,793 | $18.6M |
| Handelsbanken Fonder AB | 0.05% | Add +53.8% | 63,326 | $18.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Add +40.8% | 61,945 | $18.1M |
| Macquarie Group Ltd. | 0.08% | Reduce -3.3% | 61,914 | $18.1M |
| American Assets Investment Management, LLC | 1.05% | No change | 59,500 | $17.3M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +23.4% | 57,807 | $16.9M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -77.0% | 57,769 | $16.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -37.1% | 57,392 | $16.7M |
| APG Asset Management N.V. | 0.04% | Add +15.1% | 65,150 | $16.6M |
| Prudential Financial Inc. | 0.02% | Add +43.5% | 56,883 | $16.6M |
| Aviva PLC | 0.02% | Add +1.0% | 53,370 | $15.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -2.5% | 53,336 | $15.6M |
| Gotham Asset Management | 0.04% | Reduce -28.6% | 53,139 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 53,002 | $15.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -4.0% | 50,092 | $14.6M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.4% | 49,438 | $14.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.2% | 49,333 | $14.4M |
| Uniplan Investment Counsel, Inc. | 1.36% | Reduce -3.3% | 48,510 | $14.1M |
| Apollo Management Holdings, L.P. | 0.23% | No change | 48,060 | $14.0M |
| Danske Bank A/S | 0.03% | Add +5.6% | 47,256 | $13.8M |
| Earnest Partners LLC | 0.05% | Reduce -1.3% | 46,578 | $13.6M |
| Resona Asset Management Co.,Ltd. | 0.06% | Reduce -1.1% | 45,976 | $13.6M |
| Van Eck Associates Corp. | 0.01% | Add +13.8% | 46,426 | $13.5M |
| Victory Capital Management Inc. | 0.01% | Add +36.5% | 45,580 | $13.3M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -2.2% | 44,096 | $12.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.4% | 43,283 | $12.6M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 50,197 | $12.1M |
| Mizuho Markets Americas LLC | 0.21% | Add +97.9% | 40,003 | $11.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.1% | 39,270 | $11.5M |
| Natixis Advisors, LLC | 0.01% | Add +10.7% | 39,212 | $11.4M |
| Creative Planning | 0.01% | Add +67.9% | 39,173 | $11.4M |
| State of Alaska, Department of Revenue | 0.11% | Reduce -0.2% | 38,218 | $11.1M |
| Westwood Holdings Group Inc. | 0.08% | Add +6.7% | 38,186 | $11.1M |
| Cresset Asset Management, LLC | 0.04% | Add +8.0% | 37,336 | $11.0M |
| Caisse de depot et placement du Quebec | 0.02% | Add +1023.4% | 36,950 | $10.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.48% | Reduce -1.4% | 36,586 | $10.7M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 36,124 | $10.5M |
| Sophron Capital Management L.P. | 3.26% | Reduce -54.3% | 36,114 | $10.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +2.7% | 35,709 | $10.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -17.7% | 35,056 | $10.2M |
| Yousif Capital Management, LLC | 0.11% | Add +3.4% | 33,297 | $9.7M |
| Lighthouse Investment Partners, LLC | 0.30% | Add +615.2% | 33,179 | $9.7M |
| Vert Asset Management LLC | 2.61% | Add +7.3% | 32,701 | $9.5M |
| GSI Capital Advisors LLC | 4.47% | Add +24.6% | 32,507 | $9.5M |
| Natixis | 0.04% | Add +111.0% | 32,343 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -10.3% | 32,301 | $9.4M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.3% | 31,030 | $9.0M |
| LPL Financial LLC | 0.00% | Reduce -7.0% | 30,873 | $9.0M |
| Cibc World Market Inc. | 0.01% | Reduce -40.8% | 30,182 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -77.3% | 30,006 | $8.7M |
| Leeward Investments, LLC - MA | 0.40% | Reduce -5.1% | 29,944 | $8.7M |
| SEB Asset Management AB | 0.03% | Reduce -0.4% | 29,878 | $8.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +2.0% | 29,245 | $8.5M |
| Toronto Dominion Bank | 0.01% | Reduce -2.7% | 28,762 | $8.4M |
| Franklin Resources Inc. | 0.00% | Reduce -11.4% | 28,638 | $8.4M |
| Davis Selected Advisers | 0.04% | Add +70.0% | 28,501 | $8.3M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -9.8% | 28,473 | $8.3M |
| Perigon Wealth Management, LLC | 0.13% | Add +0.6% | 27,937 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Add +446.6% | 27,631 | $8.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -0.1% | 27,244 | $7.9M |
| Metis Global Partners, LLC | 0.18% | Reduce -4.0% | 26,868 | $7.8M |
| USS Investment Management Ltd | 0.03% | Add +36.3% | 26,577 | $7.8M |
| Illinois Municipal Retirement Fund | 0.09% | Add +142.8% | 26,575 | $7.7M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -24.6% | 26,405 | $7.7M |
| Wealthfront Advisers LLC | 0.01% | Add +402.5% | 25,499 | $7.4M |
| Baron Capital (BAMCO) | 0.01% | Add +56.4% | 25,225 | $7.4M |
| IFM Investors Pty Ltd | 0.05% | Add +5.3% | 24,944 | $7.3M |
| Quilter Plc | 0.11% | Reduce -0.4% | 24,638 | $7.2M |
| KLP Kapitalforvaltning As | 0.02% | No change | 24,451 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.8% | 24,561 | $7.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 24,537 | $7.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | No change | 24,205 | $7.1M |
| FIL Ltd | 0.01% | Add +1962.6% | 24,050 | $7.0M |
| Lasalle Investment Management Securities LLC | 0.24% | No change | 23,605 | $6.9M |
| NEOS Investment Management LLC | 0.03% | Add +13.2% | 23,534 | $6.9M |
| Nykredit A/S | 0.03% | — | 23,533 | $6.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +38.5% | 22,294 | $6.5M |
| TD Asset Management Inc | 0.01% | Reduce -5.2% | 21,865 | $6.4M |
| Credit Agricole S A | 0.02% | Add +11.5% | 21,573 | $6.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.7% | 21,155 | $6.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -0.8% | 20,519 | $6.0M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 20,382 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +21.3% | 19,646 | $5.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.6% | 19,392 | $5.7M |
| Vestcor Inc | 0.14% | Reduce -31.3% | 19,078 | $5.6M |
| Jupiter Topco LLC | 0.00% | — | 18,707 | $5.5M |
| Diversify Advisory Services, LLC | 0.09% | New | 18,703 | $5.4M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -43.7% | 18,703 | $5.4M |
| Arizona State Retirement System | 0.03% | Add +5.7% | 18,486 | $5.4M |
| Public Sector Pension Investment Board | 0.01% | Add +0.3% | 18,395 | $5.4M |
| Dean Investment Associates, LLC | 0.70% | Reduce -6.9% | 18,306 | $5.3M |
| Czech National Bank | 0.03% | Add +4.2% | 18,292 | $5.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -8.0% | 18,048 | $5.3M |
| Kinloch Capital, LLC | 1.86% | Add +1.7% | 17,472 | $5.1M |
| State of Michigan Retirement System | 0.02% | Add +3.6% | 17,460 | $5.1M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +223.2% | 17,346 | $5.1M |
| Canada Pension Plan Investment Board | 0.00% | No change | 16,900 | $4.9M |
| Quinn Opportunity Partners LLC | 0.23% | No change | 16,650 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +189.6% | 16,558 | $4.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.1% | 16,507 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.3% | 16,423 | $4.8M |
| Groupe la Francaise | 0.06% | Add +598.6% | 16,207 | $4.7M |
| Storebrand Asset Management As | 0.01% | Add +9.5% | 16,020 | $4.7M |
| Westpac Banking Corp. | 0.29% | Add +33.0% | 15,901 | $4.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +9.7% | 15,828 | $4.6M |
| CIBC Asset Management Inc | 0.01% | Add +0.9% | 15,521 | $4.5M |
| DNB Asset Management AS | 0.01% | Add +0.5% | 15,455 | $4.5M |
| Focus Partners Wealth | 0.00% | Add +55.0% | 14,960 | $4.4M |
| Composition Wealth, LLC | 0.05% | Add +3.0% | 14,672 | $4.3M |
| Fideuram Asset Management (Ireland) dac | 0.08% | Add +329.1% | 15,392 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | Add +39.6% | 14,510 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -2.1% | 14,401 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +60.5% | 15,297 | $4.2M |
| Woodline Partners LP | 0.01% | Reduce -94.0% | 14,038 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 14,019 | $4.1M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -37.5% | 13,724 | $4.0M |
| Arax Advisory Partners | 0.03% | Add +82.7% | 13,336 | $3.9M |
| Voya Investment Management LLC | 0.00% | Reduce -1.5% | 13,140 | $3.8M |
| KBC Group NV | 0.01% | Reduce -63.7% | 13,080 | $3.8M |
| Masterton Capital Management, LP | 3.19% | New | 12,900 | $3.8M |
| IMC-Chicago, LLC | 0.03% | New | 12,674 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +37.3% | 12,451 | $3.6M |
| Xponance LLC | 0.02% | Add +10.3% | 12,408 | $3.6M |
| Landmark Investment Partners, L.P. | 3.30% | Reduce -20.0% | 12,719 | $3.6M |
| New Age Alpha Advisors, LLC | 0.15% | Reduce -1.6% | 11,848 | $3.5M |
| Amalgamated Bank | 0.02% | Reduce -4.8% | 11,236 | $3.3M |
| Summit Trail Advisors, LLC | 0.04% | Add +22.2% | 11,224 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +331.1% | 11,063 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Add +65.0% | 11,046 | $3.2M |
| Allstate Corp. | 0.03% | Add +3.9% | 10,825 | $3.2M |
| Bank of Nova Scotia | 0.00% | Reduce -37.2% | 10,797 | $3.1M |
| GAM Holding AG | 0.24% | Add +26.3% | 10,710 | $3.1M |
| Rakuten Investment Management, Inc. | 0.01% | New | 10,523 | $3.1M |
| Pensionfund PDN | 1.56% | No change | 10,395 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 10,362 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -0.5% | 10,218 | $3.0M |
| Jefferies Financial Group Inc. | 0.03% | Add +37.6% | 9,909 | $2.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -85.7% | 9,887 | $2.9M |
| Utah Retirement Systems | 0.03% | Reduce -5.8% | 9,742 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +8.9% | 9,669 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.2% | 9,579 | $2.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.3% | 9,573 | $2.8M |
| Swiss Life Asset Management Ltd | 0.01% | Add +16.0% | 9,294 | $2.7M |
| Sterling Capital Management LLC | 0.05% | Reduce -6.5% | 9,100 | $2.7M |
| Tidal Investments LLC | 0.01% | Add +86.8% | 8,856 | $2.6M |
| Caprock Group, LLC | 0.05% | Add +14.7% | 8,734 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +5.0% | 8,377 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +21.8% | 8,313 | $2.4M |
| Andra AP-fonden | 0.03% | Reduce -52.7% | 8,162 | $2.4M |
| Cozad Asset Management Inc. | 0.15% | Add +8.0% | 8,012 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +62.5% | 8,009 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +26.2% | 8,001 | $2.3M |
| Mariner, LLC | 0.00% | Add +117.1% | 7,949 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +7.1% | 7,884 | $2.3M |
| Avanza Fonder AB | 0.05% | Add +54.5% | 7,723 | $2.3M |
| M&T Bank Corp | 0.01% | Add +1.1% | 7,698 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 7,591 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +10.8% | 7,194 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -7.7% | 7,078 | $2.1M |
| Nomura Holdings Inc. | 0.01% | Add +22.5% | 7,059 | $2.1M |
| Norinchukin Bank, The | 0.02% | Reduce -1.0% | 7,039 | $2.1M |
| Nordea Investment Management AB | 0.00% | Add +11.8% | 7,006 | $2.0M |
| OP Asset Management Ltd | 0.02% | Add +6.6% | 6,823 | $2.0M |
| Clifford Swan Investment Counsel LLC | 0.06% | Reduce -0.9% | 6,773 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +2.3% | 6,749 | $2.0M |
| Knights of Columbus Asset Advisors LLC | 0.10% | No change | 6,742 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.4% | 6,619 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.9% | 6,600 | $1.9M |
| Korea Investment CORP | 0.00% | Reduce -81.1% | 6,517 | $1.9M |
| &partners | 0.01% | Add +1.5% | 6,434 | $1.9M |
| Vanderbilt University | 0.26% | Add +39.5% | 6,409 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 6,301 | $1.8M |
| Naviter Wealth, LLC | 0.17% | Add +23.4% | 6,183 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.6% | 6,227 | $1.8M |
| LDR Capital Management LLC | 2.84% | Add +4.4% | 6,110 | $1.8M |
| Perpetual Ltd | 0.02% | Add +0.9% | 5,805 | $1.7M |
| Commerce Bank | 0.01% | Reduce -2.5% | 5,532 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +219.4% | 5,472 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +50.0% | 5,395 | $1.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +540.4% | 5,290 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -8.0% | 5,146 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +57.4% | 5,074 | $1.5M |
| Ethic Inc. | 0.02% | Add +52.3% | 5,072 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,036 | $1.5M |
| National Pension Service | 0.00% | Add +22.5% | 5,033 | $1.5M |
| Mizuho Securities USA LLC | 0.02% | Add +29.1% | 5,031 | $1.5M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -40.6% | 4,979 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +21.9% | 4,985 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +1.5% | 4,949 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -0.6% | 4,911 | $1.4M |
| Pensionfund Sabic | 1.51% | No change | 4,850 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +45.9% | 4,810 | $1.4M |
| Swedbank AB | 0.00% | Add +10.3% | 4,754 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 4,711 | $1.4M |
| Inspire Investing, LLC | 0.06% | Add +9.8% | 4,663 | $1.4M |
| Frec Markets, Inc. | 0.12% | Add +337.0% | 4,575 | $1.3M |
| Saudi Central Bank | 0.02% | Add +89.9% | 4,513 | $1.3M |
| Syon Capital LLC | 0.05% | Add +47.3% | 4,316 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 4,281 | $1.2M |
| Provident Investment Management, Inc. | 0.12% | Reduce -5.9% | 4,186 | $1.2M |
| Investment Management Corp of Ontario | 0.02% | Reduce -11.2% | 4,106 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.08% | New | 4,066 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.4% | 4,062 | $1.2M |
| Kera Capital Partners, Inc. | 0.11% | Add +31.1% | 4,023 | $1.2M |
| Kentucky Retirement Systems | 0.03% | New | 4,023 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.9% | 4,018 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +318.1% | 4,010 | $1.2M |
| Osterweis Capital Management Inc. | 0.06% | No change | 4,000 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.42% | Reduce -1.9% | 3,959 | $1.2M |
| Quadrature Capital Ltd | 0.01% | New | 3,942 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 3,864 | $1.1M |
| Alps Advisors Inc. | 0.01% | New | 3,775 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +21.6% | 3,755 | $1.1M |
| Sivia Capital Partners, LLC | 0.13% | Add +42.2% | 3,746 | $1.1M |
| Vident Advisory, LLC | 0.01% | Reduce -3.9% | 3,739 | $1.1M |
| Certuity, LLC | 0.05% | Add +22.1% | 3,690 | $1.1M |
| Baker Avenue Asset Management, LP | 0.02% | Add +52.9% | 3,675 | $1.1M |
| Oak Thistle LLC | 0.10% | New | 3,660 | $1.1M |
| Abn Amro Investment Solutions | 0.01% | Add +31.0% | 3,641 | $1.1M |
| Hartford Investment Management Co. | 0.03% | Reduce -3.1% | 3,585 | $1.0M |
| Aaron Wealth Advisors LLC | 0.05% | Add +33.6% | 3,574 | $1.0M |
| Inscription Capital, LLC | 0.09% | Reduce -1.8% | 3,552 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -59.8% | 3,533 | $1.0M |
| Camelot Portfolios, LLC | 0.73% | Reduce -24.9% | 3,528 | $1.0M |
| Ossiam | 0.01% | New | 3,512 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 3,444 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Add +9.0% | 3,416 | $996K |
| US Bancorp \de | 0.00% | Reduce -2.1% | 3,412 | $995K |
| ING Groep NV | 0.00% | New | 3,401 | $992K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +32.3% | 3,383 | $986K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +12.8% | 3,383 | $986K |
| Allworth Financial LP | 0.00% | Add +3.5% | 3,371 | $983K |
| Walleye Trading LLC | 0.01% | New | 3,339 | $974K |
| Louisiana State Employees Retirement System | 0.01% | No change | 3,300 | $962K |
| Fifth Third Bancorp | 0.00% | Reduce -11.1% | 3,285 | $958K |
| Federated Hermes, Inc. | 0.00% | Add +51.0% | 3,272 | $954K |
| Horst & Graben Wealth Management LLC | 0.13% | No change | 3,220 | $950K |
| Osaic Holdings, Inc. | 0.00% | Add +17.4% | 3,127 | $912K |
| New Mexico Educational Retirement Board | 0.02% | Add +3.3% | 3,100 | $904K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.9% | 3,096 | $903K |
| HUB Investment Partners, LLC | 0.02% | Add +23.5% | 3,058 | $892K |
| Spirit of America Management Corp. | 0.17% | Reduce -37.2% | 3,036 | $885K |
| Barings LLC | 0.02% | No change | 3,019 | $880K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.3% | 3,009 | $877K |
| Horizon Investments, LLC | 0.01% | Add +1.4% | 3,000 | $875K |
| EP Wealth Advisors, LLC | 0.00% | Add +41.7% | 2,978 | $868K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -13.0% | 2,953 | $861K |
| Parallel Advisors, LLC | 0.01% | Add +3.5% | 2,855 | $833K |
| DoubleLine ETF Adviser LP | 0.34% | Reduce -14.7% | 2,846 | $830K |
| Millennium Management | 0.00% | Reduce -95.9% | 2,771 | $808K |
| MAI Capital Management | 0.00% | Add +23.5% | 2,730 | $797K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.5% | 2,667 | $778K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.9% | 2,574 | $760K |
| Versant Capital Management, Inc | 0.07% | Add +3.5% | 2,525 | $736K |
| MUFG Securities EMEA plc | 0.01% | Reduce -4.5% | 2,524 | $736K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +14.4% | 2,501 | $729K |
| SlateStone Wealth, LLC | 0.06% | Add +2.7% | 2,480 | $723K |
| Global X Japan Co., Ltd. | 0.03% | Reduce -1.7% | 2,471 | $721K |
| Plato Investment Management Ltd | 0.04% | No change | 2,475 | $717K |
| DRW Securities, LLC | 0.04% | Reduce -41.3% | 2,427 | $708K |
| Evergreen Capital Management LLC | 0.01% | Add +44.8% | 2,391 | $703K |
| Summitry LLC | 0.02% | Add +28.4% | 2,399 | $700K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +54.4% | 2,383 | $695K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,373 | $692K |
| Claro Advisors Inc. | 0.07% | Add +1.4% | 2,331 | $680K |
| Choreo, LLC | 0.01% | Add +12.5% | 2,284 | $666K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.7% | 2,282 | $666K |
| Crestwood Advisors Group, LLC | 0.01% | Add +59.2% | 2,281 | $665K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +108.7% | 2,279 | $665K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,254 | $657K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -45.0% | 2,251 | $656K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.4% | 2,246 | $655K |
| Aurora Investment Managers, LLC. | 0.39% | Reduce -83.8% | 2,189 | $638K |
| Penserra Capital Management LLC | 0.00% | Reduce -8.3% | 2,191 | $638K |
| RB Capital Management, LLC | 0.13% | Reduce -5.1% | 2,174 | $634K |
| Glenmede Trust Co. NA | 0.00% | Add +4.3% | 2,104 | $614K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.3% | 2,077 | $606K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 2,060 | $601K |
| Fisher Asset Management | 0.00% | Reduce -3.3% | 2,037 | $594K |
| Rothschild Investment LLC | 0.02% | Add +2496.2% | 2,025 | $590K |
| Turning Point Benefit Group, Inc. | 0.25% | Add +14.6% | 2,019 | $589K |
| Prudential PLC | 0.00% | No change | 2,006 | $585K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +38.1% | 1,977 | $576K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.1% | 1,937 | $565K |
| Mufg Securities Americas Inc. | 0.03% | Add +8.6% | 1,936 | $565K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 1,895 | $553K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 1,860 | $542K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -0.3% | 1,835 | $535K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +0.7% | 1,803 | $526K |
| Private Advisor Group, LLC | 0.00% | New | 1,739 | $507K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,710 | $501K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -0.4% | 1,670 | $487K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -51.5% | 1,624 | $474K |
| Bessemer Group Inc. | 0.00% | Add +1.4% | 1,616 | $472K |
| GAMMA Investing LLC | 0.02% | Add +16.5% | 1,606 | $468K |
| Independent Advisor Alliance | 0.01% | Reduce -3.5% | 1,596 | $465K |
| Merit Financial Group, LLC | 0.00% | Add +54.7% | 1,593 | $465K |
| Groupama Asset Managment | 0.01% | No change | 1,589 | $464K |
| Washington Trust Bank | 0.03% | No change | 1,573 | $459K |
| Wulff, Hansen & Co. | 0.35% | No change | 1,564 | $456K |
| Parcion Private Wealth LLC | 0.03% | Add +9.9% | 1,556 | $454K |
| Praxis Investment Management Inc. | 0.02% | Add +42.7% | 1,508 | $440K |
| Axq Capital, LP | 0.05% | New | 1,489 | $434K |
| Exchange Traded Concepts, LLC | 0.00% | Add +4.0% | 1,471 | $429K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.7% | 1,428 | $416K |
| Optas, LLC | 0.06% | Reduce -23.4% | 1,422 | $415K |
| Empowered Funds, LLC | 0.00% | Reduce -32.1% | 1,422 | $415K |
| Brown Brothers Harriman & Co. | 0.00% | Add +134.6% | 1,417 | $413K |
| V-Square Quantitative Management LLC | 0.04% | Add +24.2% | 1,386 | $404K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +26.1% | 1,372 | $400K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -29.1% | 1,360 | $396K |
| Revisor Wealth Management LLC | 0.09% | Reduce -4.6% | 1,320 | $388K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | Reduce -35.0% | 1,300 | $379K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | Add +5.5% | 1,287 | $375K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,285 | $375K |
| Kathmere Capital Management, LLC | 0.02% | Add +39.6% | 1,280 | $373K |
| HB Wealth Management, LLC | 0.00% | New | 1,258 | $367K |
| Snowwater Investment Partners, LLC | 0.25% | Reduce -4.2% | 1,245 | $366K |
| Yoffe Investment Management, LLC | 0.42% | Add +0.1% | 1,255 | $366K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,245 | $363K |
| Interchange Capital Partners, LLC | 0.07% | New | 1,232 | $359K |
| Whittier Trust Co. | 0.00% | Reduce -3.0% | 1,195 | $356K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -7.5% | 1,214 | $354K |
| Ostrum Asset Management | 0.02% | No change | 1,208 | $352K |
| Norden Group LLC | 0.03% | Add +2.0% | 1,204 | $351K |
| Havemeyer Place LP | 0.03% | Reduce -44.7% | 1,200 | $350K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,200 | $350K |
| Atria Investments, Inc | 0.00% | Reduce -38.3% | 1,199 | $350K |
| West Family Investments, Inc. | 0.10% | New | 1,180 | $344K |
| Waverly Advisors, LLC | 0.00% | Add +28.7% | 1,175 | $343K |
| Park Avenue Securities LLC | 0.00% | Add +8.0% | 1,145 | $334K |
| Kingdom Financial Group LLC. | 0.09% | No change | 1,141 | $333K |
| Proficio Capital Partners LLC | 0.01% | New | 1,124 | $328K |
| Permanent Capital Management, LP | 0.04% | New | 1,099 | $323K |
| Platform Technology Partners | 0.05% | Add +1.3% | 1,104 | $322K |
| Brookfield Corp | 0.00% | Reduce -98.0% | 1,070 | $312K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +33.3% | 1,056 | $308K |
| Bailard, Inc. | 0.01% | No change | 1,051 | $306K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,051 | $306K |
| TCW Group Inc. | 0.00% | Add +1.8% | 1,032 | $301K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +2.2% | 1,028 | $300K |
| NewEdge Advisors, LLC | 0.00% | New | 1,025 | $299K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -3.0% | 999 | $291K |
| Wedmont Private Capital | 0.01% | New | 979 | $287K |
| Greenleaf Trust | 0.00% | Add +13.0% | 956 | $279K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.5% | 944 | $275K |
| Bull Harbor Capital LLC | 0.05% | New | 942 | $275K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -4.8% | 937 | $273K |
| Integrated Wealth Concepts LLC | 0.00% | New | 932 | $272K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 931 | $271K |
| Roman Butler Fullerton & Co. | 0.06% | No change | 902 | $268K |
| AlphaCore Capital LLC | 0.00% | New | 915 | $267K |
| Financial Advisors Network, Inc. | 0.03% | New | 907 | $264K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 901 | $263K |
| Callan Family Office, LLC | 0.01% | Add +2.3% | 897 | $261K |
| MASTERINVEST Kapitalanlage GmbH | 0.02% | No change | 886 | $258K |
| Conscious Wealth Investments, LLC | 0.13% | No change | 869 | $255K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -10.4% | 873 | $255K |
| Boothbay Fund Management, LLC | 0.01% | New | 869 | $253K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +1.4% | 868 | $253K |
| GTS Securities LLC | 0.01% | Reduce -46.2% | 868 | $253K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -45.8% | 864 | $252K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -25.1% | 863 | $252K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 844 | $246K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +0.1% | 843 | $246K |
| Profund Advisors LLC | 0.01% | Reduce -1.4% | 840 | $245K |
| Engineers Gate Manager LP | 0.00% | Reduce -49.2% | 840 | $245K |
| 55 North Private Wealth, LLC | 0.05% | New | 824 | $240K |
| Compound Planning, Inc. | 0.01% | Reduce -7.3% | 811 | $236K |
| Sound Financial Strategies Group, LLC | 0.15% | Reduce -31.3% | 800 | $233K |
| Larson Financial Group LLC | 0.01% | Add +130.8% | 794 | $232K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -12.9% | 791 | $231K |
| Jacobi Capital Management LLC | 0.01% | New | 790 | $230K |
| Mutual Advisors, LLC | 0.00% | New | 784 | $229K |
| Meeder Advisory Services, Inc. | 0.01% | New | 783 | $228K |
| Global Retirement Partners, LLC | 0.00% | — | 779 | $227K |
| Sowell Financial Services LLC | 0.01% | New | 756 | $221K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 754 | $220K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 746 | $219K |
| American State Bank (Iowa) | 0.09% | New | 748 | $218K |
| EJMK Ventures LLC | 0.10% | New | 741 | $217K |
| Apollon Wealth Management, LLC | 0.00% | New | 740 | $216K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -33.8% | 738 | $215K |
| Aprio Wealth Management, LLC | 0.01% | New | 729 | $213K |
| Evolve Private Wealth, LLC | 0.01% | New | 723 | $213K |
| Howard Capital Management, LLC | 0.00% | New | 721 | $210K |
| Sagewood Asset Management LP | 0.05% | New | 711 | $207K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 710 | $207K |
| Morton Capital Management LLC | 0.03% | New | 707 | $206K |
| Virtus Investment Advisers, LLC | 0.05% | Reduce -8.9% | 707 | $206K |
| Altar Rock LLC | 0.30% | Reduce -37.6% | 699 | $206K |
| Signaturefd, LLC | 0.00% | Add +13.6% | 703 | $205K |
| Hanover Advisors Inc. | 0.07% | New | 702 | $205K |
| Schnieders Capital Management, Llc. | 0.03% | New | 698 | $204K |
| CX Institutional | 0.01% | Add +40.9% | 696 | $203K |
| Cetera Trust Company, N.A | 0.10% | No change | 695 | $203K |
| American Investment Services, Inc. | 0.04% | New | 692 | $202K |
| Mather Group, Llc. | 0.00% | Add +1.6% | 690 | $201K |
| Tema ETFs LLC | 0.01% | No change | 588 | $171K |
| Freestone Grove Partners LP | 0.00% | Add +58300.0% | 584 | $170K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.8% | 554 | $162K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 540 | $161K |
| Trust Co. of Vermont | 0.01% | — | 550 | $160K |
| Principia Wealth Advisory, LLC | 0.08% | Add +0.7% | 544 | $159K |
| Assetmark, Inc. | 0.00% | Add +20.8% | 534 | $156K |
| North Star Investment Management Corp. | 0.01% | No change | 503 | $147K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.2% | 390 | $114K |
| Los Angeles Capital Management LLC | 0.00% | Add +37.1% | 388 | $113K |
| Optiver Holding B.V. | 0.00% | New | 367 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.8% | 354 | $104K |
| Center for Financial Planning, Inc. | 0.01% | No change | 350 | $102K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 350 | $102K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 310 | $90K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 304 | $89K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 303 | $88K |
| DT Investment Partners, LLC | 0.01% | No change | 297 | $87K |
| Chilton Capital Management LLC | 0.00% | New | 288 | $85K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 285 | $83K |
| Clearstead Trust, LLC | 0.01% | Reduce -9.4% | 269 | $78K |
| True Wealth Design, LLC | 0.02% | Add +73.1% | 251 | $73K |
| Smartleaf Asset Management LLC | 0.00% | No change | 242 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.8% | 231 | $67K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 221 | $66K |
| Cromwell Holdings LLC | 0.03% | Add +1.9% | 216 | $64K |
| Huntington National Bank | 0.00% | Add +15.1% | 214 | $62K |
| Ameriflex Group, Inc. | 0.02% | No change | 208 | $61K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -11.6% | 206 | $60K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 200 | $58K |
| CENTRAL TRUST Co | 0.00% | No change | 195 | $57K |
| Muzinich & Co., Inc. | 0.02% | No change | 190 | $55K |
| Tobam | 0.01% | Add +24.3% | 184 | $54K |
| Trust Co. of Toledo NA | 0.00% | Add +45.8% | 175 | $51K |
| CYBER HORNET ETFs LLC | 0.03% | Reduce -1.1% | 174 | $51K |
| CoreCap Advisors, LLC | 0.00% | Add +2.5% | 167 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.8% | 165 | $48K |
| Elevation Wealth Partners, LLC | 0.01% | Add +523.1% | 162 | $47K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 159 | $46K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 158 | $46K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 157 | $46K |
| UMB Bank, n.a. | 0.00% | Add +14.2% | 145 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Add +57.3% | 140 | $41K |
| Quarry LP | 0.01% | New | 134 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +248.7% | 129 | $38K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 129 | $38K |
| Princeton Global Asset Management LLC | 0.01% | No change | 120 | $35K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 116 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.6% | 112 | $33K |
| Private Trust Co. NA | 0.00% | No change | 108 | $31K |
| Quent Capital, LLC | 0.00% | Add +35.6% | 99 | $29K |
| Fulcrum Asset Management LLP | 0.00% | Add +5.7% | 93 | $28K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -5.3% | 90 | $26K |
| SJS Investment Consulting Inc. | 0.00% | Add +319.1% | 88 | $26K |
| Blueline Advisors LLC | 0.02% | No change | 87 | $25K |
| Pacific Center for Financial Services | 0.01% | No change | 86 | $25K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 83 | $24K |
| Solstein Capital, LLC | 0.01% | No change | 74 | $22K |
| Golden State Wealth Management, LLC | 0.00% | No change | 74 | $22K |
| Capital Analysts, LLC | 0.00% | Reduce -34.3% | 67 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -12.8% | 68 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 67 | $20K |
| Smithfield Trust Co | 0.00% | No change | 66 | $19K |
| Essential Partners LLC | 0.01% | Add +226.3% | 62 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 61 | $18K |
| Montag A & Associates Inc. | 0.00% | No change | 59 | $17K |
| First Command Advisory Services, Inc. | 0.00% | Add +1080.0% | 59 | $17K |
| Raiffeisen Bank International AG | 0.00% | No change | 54 | $16K |
| Meeder Asset Management Inc. | 0.00% | New | 51 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $15K |
| Blue Trust, Inc. | 0.00% | Add +34.3% | 47 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -94.1% | 47 | $14K |
| Raleigh Capital Management Inc. | 0.00% | No change | 46 | $14K |
| Bokf, NA | 0.00% | New | 45 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +10.0% | 44 | $13K |
| Hilltop National Bank | 0.00% | No change | 44 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 44 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +100.0% | 42 | $12K |
| TD Private Client Wealth LLC | 0.00% | Add +7.9% | 41 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.5% | 41 | $12K |
| CVA Family Office, LLC | 0.00% | Add +263.6% | 40 | $12K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 37 | $11K |
| LRI Investments, LLC | 0.00% | No change | 34 | $10K |
| Zions Bancorporation, National Association | 0.00% | Add +277.8% | 34 | $10K |
| NBT Bank, N.A. | 0.00% | New | 30 | $9K |
| Simplex Trading, LLC | 0.00% | Add +460.0% | 28 | $8K |
| Covestor Ltd | 0.00% | Reduce -84.1% | 28 | $8K |
| Aspect Partners, LLC | 0.00% | New | 27 | $8K |
| JPL Wealth Management, LLC | 0.00% | Add +107.7% | 27 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | Add +3.9% | 27 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -46.8% | 25 | $7K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 23 | $7K |
| Investors Research Corp | 0.00% | No change | 22 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -46.3% | 22 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.1% | 22 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.5% | 21 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +11.1% | 20 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 20 | $6K |
| Rialto Wealth Management, LLC | 0.00% | Add +700.0% | 16 | $5K |
| Marshall Investment Management, LLC | 0.00% | New | 16 | $5K |
| Summit Securities Group LLC | 0.00% | Add +50.0% | 15 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Add +75.0% | 14 | $4K |
| Avion Wealth | 0.00% | Add +100.0% | 16 | $4K |
| POM Investment Strategies, LLC | 0.00% | No change | 13 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -7.1% | 13 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 12 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 11 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 10 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -37.5% | 10 | $3K |
| Sachetta, LLC | 0.00% | Reduce -52.6% | 9 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 9 | $3K |
| Grove Bank & Trust | 0.00% | No change | 9 | $3K |
| TFC Financial Management, Inc. | 0.00% | Add +33.3% | 8 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +33.3% | 8 | $2K |
| SouthState Bank Corp | 0.00% | Add +33.3% | 8 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -33.3% | 8 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 7 | $2K |
| Highline Wealth Partners LLC | 0.00% | Reduce -36.4% | 7 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 6 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -97.2% | 6 | $2K |
| LM Advisors LLC | 0.01% | Add +306.6% | 5,843 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +25.0% | 5 | $1K |
| Motco | 0.00% | Add +66.7% | 5 | $1K |
| Clark Wealth Partners | 0.00% | Reduce -33.3% | 4 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 4 | $1K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 4 | $1K |
| SHP Wealth Management | 0.00% | Reduce -42.9% | 4 | $1K |
| Spire Wealth Management | 0.00% | Reduce -99.7% | 4 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $883 |
| Signature Equity Partners, LLC | 0.00% | No change | 3 | $875 |
| Fiduciary Financial Advisors | 0.00% | New | 3 | $875 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $875 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 2 | $584 |
| Breakwater Investment Management | 0.00% | New | 2 | $584 |
| Abound Wealth Management | 0.00% | No change | 2 | $584 |
| Planning Strategies Inc. | 0.00% | — | 2 | $583 |
| Buck Wealth Strategies, LLC | 0.00% | New | 2 | $583 |
| Bare Financial Services, Inc | 0.00% | No change | 2 | $583 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 2 | $583 |
| Geneos Wealth Management Inc. | 0.00% | New | 2 | $583 |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +0.0% | 1 | $346 |
| Davis Capital Management | 0.00% | New | 1 | $292 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 1 | $292 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $292 |
| MidFirst Bank | 0.00% | No change | 1 | $292 |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.