Essex Property TrustESS

13F holders, Q2 2026 (June 30)
633holders +22
68new positions
48sold out
7famous investors
$291.68avg. 13F price*

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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions68$62.0M
Exits48$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.