Public record / Tickers / ESS

ESS — ESSEX PROPERTY TRUST, INC.†

Both disclosure regimes on one name: who in Congress filed about ESS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
10
all PTR rows naming ESS
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every ESS row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ESS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ESS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2026-01-14Rick Larsen D–WA-2SELLTraded 01-07 +7d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$15K–$50K
2023-06-24Rick Larsen D–WA-2BUYTraded 2022-07-07 LATE·352d$1K–$15K
2023-05-26Rick Larsen D–WA-2BUYTraded 2021-07-07 LATE·688d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in ESS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing ESS in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
Rick Larsen D–WA-21−$15.0K to −$1.0K1

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · ESS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $18.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ESSEX PPTY TR INC

Merged timeline of congressional filings and notable-manager moves on ESS
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Bridgewater Associates 13FNEW+2,096 sh
2026-05-15Gotham Asset Management 13FTRIM−15,095 sh
2026-05-14Caxton Associates 13FNEW+925 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of ESS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
3STATE STREET CORP$1.3B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.0B1
5PRINCIPAL FINANCIAL GROUP INC$404M1
6DIMENSIONAL FUND ADVISORS LP$241M1
7Invesco Ltd.$227M1
8Daiwa Securities Group Inc.$224M1
9Legal & General Group Plc$219M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$215M1
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/$211M1
12NORTHERN TRUST CORP$204M1
13MORGAN STANLEY$203M1
14RUSH ISLAND MANAGEMENT, LP$196M1
15Resolution Capital Ltd$163M1
16ProShare Advisors LLC$159M1
17Boston Partners$148M1
18Nuveen, LLC$123M1
19JACOBS LEVY EQUITY MANAGEMENT, INC$103M1
20Quantinno Capital Management LP$92.2M1
21VANGUARD FIDUCIARY TRUST CO$87.7M1
22SEI INVESTMENTS CO$87.5M1
23DUFF & PHELPS INVESTMENT MANAGEMENT CO$79.0M1
24CITADEL ADVISORS LLC$76.7M1
25AMERICAN CENTURY COMPANIES INC$76.0M1
26WELLINGTON MANAGEMENT GROUP LLP$73.2M1
27AEW CAPITAL MANAGEMENT L P$72.3M1
28Route One Investment Company, L.P.$72.1M1
29CITIGROUP INC$69.2M1
30NOMURA ASSET MANAGEMENT CO LTD$65.1M1
31BANK OF AMERICA CORP /DE/$61.0M1
32Alyeska Investment Group, L.P.$60.9M1
33TEACHER RETIREMENT SYSTEM OF TEXAS$59.1M1
34Amundi$57.8M1
35Woodline Partners LP$56.5M1
36HSBC HOLDINGS PLC$53.1M1
37Mitsubishi UFJ Asset Management Co., Ltd.$52.0M1
38DEUTSCHE BANK AG\$49.9M1
39Vest Financial, LLC$48.7M1
40Swiss National Bank$45.7M1
41UBS Group AG$44.2M1
42Lido Advisors, LLC$41.6M1
43FMR LLC$40.6M1
44Universal- Beteiligungs- und Servicegesellschaft mbH$39.7M1
45APG Asset Management US Inc.$38.8M1
46FIRST TRUST ADVISORS LP$36.1M1
47Vanguard Global Advisers, LLC$34.1M1
48HEITMAN REAL ESTATE SECURITIES LLC$33.7M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.1M1
50NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.9M1
51RENAISSANCE TECHNOLOGIES LLC$31.9M1
52SCHRODER INVESTMENT MANAGEMENT GROUP$30.9M1
53Asset Management One Co., Ltd.$28.4M1
54ROYAL BANK OF CANADA$27.1M1
55CAPITOLIS LIQUID GLOBAL MARKETS LLC$26.6M1
56VANGUARD ASSET MANAGEMENT, Ltd$26.2M1
57Investure, LLC$24.4M1
58PACIFIC HEIGHTS ASSET MANAGEMENT LLC$24.2M1
59AQR CAPITAL MANAGEMENT LLC$21.1M1
60ALLIANCEBERNSTEIN L.P.$20.7M1
61Aberdeen Group plc$20.2M1
62Sophron Capital Management L.P.$19.1M1
63Solel Partners LP$18.6M1
64Capital World Investors$18.1M1
65Susquehanna Portfolio Strategies, LLC$18.0M1
66Vanguard Investments Australia, Ltd.$18.0M1
67Gotham Asset Management, LLC$18.0M1
68Allianz Asset Management GmbH$17.4M1
69BALYASNY ASSET MANAGEMENT L.P.$16.7M1
70NATIONAL BANK OF CANADA /FI/$16.5M1
71MILLENNIUM MANAGEMENT LLC$16.2M1
72Corient Private Wealth LLC$16.0M1
73MACQUARIE GROUP LTD$15.5M1
74WELLS FARGO & COMPANY/MN$14.6M1
75American Assets Investment Management, LLC$14.4M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.2M1
77AVIVA PLC$12.8M1
78Zurcher Kantonalbank (Zurich Cantonalbank)$12.6M1
79ENVESTNET ASSET MANAGEMENT INC$12.4M1
80CIBC WORLD MARKET INC.$12.3M1
81D. E. Shaw & Co., Inc.$12.2M1
82Retirement Systems of Alabama$12.0M1
83APG Asset Management N.V.$11.9M1
84Apollo Management Holdings, L.P.$11.6M1
85EARNEST PARTNERS LLC$11.4M1
86Robeco Institutional Asset Management B.V.$11.3M1
87Resona Asset Management Co.,Ltd.$11.3M1
88ROYAL LONDON ASSET MANAGEMENT LTD$10.9M1
89COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.6M1
90STATE OF WISCONSIN INVESTMENT BOARD$10.3M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.1M1
92PRUDENTIAL FINANCIAL INC$9.6M1
93Meiji Yasuda Asset Management Co Ltd.$9.0M1
94DIVERSIFY WEALTH MANAGEMENT, LLC$8.8M1
95BANK OF MONTREAL /CAN/$8.8M1
96State of New Jersey Common Pension Fund D$8.7M1
97WESTWOOD HOLDINGS GROUP INC$8.7M1
98CIBC Bancorp USA Inc.$8.5M1
99Cresset Asset Management, LLC$8.4M1
100BNP Paribas Asset Management Holding S.A.$8.4M1
101Korea Investment CORP$8.4M1
102VICTORY CAPITAL MANAGEMENT INC$8.1M1
103LPL Financial LLC$8.0M1
104FRANKLIN RESOURCES INC$7.8M1
105Chevy Chase Trust Holdings, LLC$7.7M1
106Pictet Asset Management Holding SA$7.6M1
107Leeward Investments, LLC - MA$7.6M1
108Vert Asset Management LLC$7.4M1
109SEB Asset Management AB$7.3M1
110TORONTO DOMINION BANK$7.2M1
111Metis Global Partners, LLC$6.8M1
112Perigon Wealth Management, LLC$6.7M1
113GSI Capital Advisors LLC$6.3M1
114RAYMOND JAMES FINANCIAL INC$6.2M1
115Tredje AP-fonden$6.1M1
116Quilter Plc$6.0M1
117Sumitomo Mitsui DS Asset Management Company, Ltd$5.9M1
118IFM Investors Pty Ltd$5.7M1
119Creative Planning$5.6M1
120TD ASSET MANAGEMENT INC$5.6M1
121UniSuper Management Pty Ltd$5.3M1
122NEOS Investment Management LLC$5.0M1
123Lansforsakringar Fondforvaltning AB (publ)$5.0M1
124MACKENZIE FINANCIAL CORP$5.0M1
125Mirae Asset Global Investments Co., Ltd.$5.0M1
126MIZUHO MARKETS AMERICAS LLC$4.9M1
127STIFEL FINANCIAL CORP$4.9M1
128FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.7M1
129USS Investment Management Ltd$4.7M1
130CREDIT AGRICOLE S A$4.7M1
131NISSAY ASSET MANAGEMENT CORP /JAPAN$4.6M1
132PUBLIC SECTOR PENSION INVESTMENT BOARD$4.4M1
133Janus Henderson Group Ltd.$4.3M1
134CARRONADE CAPITAL MANAGEMENT, LP$4.3M1
135Czech National Bank$4.2M1
136Arizona State Retirement System$4.2M1
137Andra AP-fonden$4.2M1
138BANK OF NOVA SCOTIA$4.2M1
139Kinloch Capital, LLC$4.2M1
140CANADA PENSION PLAN INVESTMENT BOARD$4.1M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M1
142BAMCO INC /NY/$3.9M1
143MERCER GLOBAL ADVISORS INC /ADV$3.9M1
144LANDMARK INVESTMENT PARTNERS, L.P.$3.8M1
145CIBC Asset Management Inc$3.7M1
146NATIXIS$3.7M1
147STOREBRAND ASSET MANAGEMENT AS$3.5M1
148Federation des caisses Desjardins du Quebec$3.5M1
149Composition Wealth, LLC$3.4M1
150HighTower Advisors, LLC$3.4M1
151VOYA INVESTMENT MANAGEMENT LLC$3.2M1
152Point72 Asset Management, L.P.$3.2M1
153New Age Alpha Advisors, LLC$2.9M1
154WESTPAC BANKING CORP$2.9M1
155XPONANCE LLC$2.7M1
156Illinois Municipal Retirement Fund$2.6M1
157VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.5M1
158Utah Retirement Systems$2.5M1
159Cetera Investment Advisers$2.4M1
160Focus Partners Wealth$2.4M1
161WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
162NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.3M1
163Summit Trail Advisors, LLC$2.2M1
164Weiss Asset Management LP$2.2M1
165O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.2M1
166Ensign Peak Advisors, Inc$2.2M1
167BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
168WORLDQUANT MILLENNIUM ADVISORS LLC$2.1M1
169Swiss Life Asset Management Ltd$1.9M1
170TRUIST FINANCIAL CORP$1.9M1
171Caprock Group, LLC$1.9M1
172OPPENHEIMER ASSET MANAGEMENT INC.$1.9M1
173M&T BANK CORP$1.8M1
174OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M1
175Arax Advisory Partners$1.8M1
176Jefferies Financial Group Inc.$1.7M1
177Norinchukin Bank, The$1.7M1
178Magnetar Financial LLC$1.7M1
179MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M1
180CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.7M1
181Sanctuary Advisors, LLC$1.7M1
182GUGGENHEIM CAPITAL LLC$1.6M1
183Vanguard Personalized Indexing Management, LLC$1.6M1
184Pathstone Holdings, LLC$1.6M1
185MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M1
186OP Asset Management Ltd$1.5M1
187&PARTNERS$1.5M1
188Rafferty Asset Management, LLC$1.5M1
189NORDEA INVESTMENT MANAGEMENT AB$1.5M1
190LDR Capital Management LLC$1.4M1
191NOMURA HOLDINGS INC$1.4M1
192Perpetual Ltd$1.4M1
193Cerity Partners LLC$1.4M1
194COMMERCE BANK$1.4M1
195GeoWealth Management, LLC$1.4M1
196Eurizon Capital SGR S.p.A.$1.3M1
197Blackhawk Capital Partners, LLC$1.2M1
198Wealthfront Advisers LLC$1.2M1
199Naviter Wealth, LLC$1.2M1
200SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
201Avanza Fonder AB$1.2M1
202Advisors Asset Management, Inc.$1.2M1
203Sigma Planning Corp$1.2M1
204Tidal Investments LLC$1.1M1
205Camelot Portfolios, LLC$1.1M1
206Beacon Pointe Advisors, LLC$1.1M1
207COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
208Lighthouse Investment Partners, LLC$1.1M1
209Investment Management Corp of Ontario$1.1M1
210Vanderbilt University$1.1M1
211Swedbank AB$1.0M1
212Inspire Investing, LLC$1.0M1
213DRW Securities, LLC$1.0M1
214National Pension Service$995K1
215Ashton Thomas Private Wealth, LLC$990K1
216HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$981K1
217TIEMANN INVESTMENT ADVISORS, LLC$976K1
218OSTERWEIS CAPITAL MANAGEMENT INC$968K1
219Baird Financial Group, Inc.$958K1
220MIZUHO SECURITIES USA LLC$943K1
221Vident Advisory, LLC$941K1
222Fideuram Asset Management (Ireland) dac$910K1
223FIFTH THIRD BANCORP$894K1
224Mariner, LLC$886K1
225Inscription Capital, LLC$876K1
226MML INVESTORS SERVICES, LLC$870K1
227US BANCORP \DE\$844K1
228OneDigital Investment Advisors LLC$836K1
229Chicago Partners Investment Group LLC$832K1
230Horst & Graben Wealth Management LLC$827K1
231UNITED CAPITAL FINANCIAL ADVISORS, LLC$822K1
232Tower Research Capital LLC (TRC)$811K1
233DoubleLine ETF Adviser LP$808K1
234CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$796K1
235Allworth Financial LP$789K1
236UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$787K1
237Maryland State Retirement & Pension System$759K1
238TWO SIGMA SECURITIES, LLC$749K1
239Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$747K1
240BARINGS LLC$747K1
241Kera Capital Partners, Inc.$743K1
242KESTRA PRIVATE WEALTH SERVICES, LLC$737K1
243Rockefeller Capital Management L.P.$735K1
244OMERS ADMINISTRATION Corp$726K1
245Jain Global LLC$708K1
246ABN AMRO INVESTMENT SOLUTIONS$673K1
247Aaron Wealth Advisors LLC$648K1
248OSAIC HOLDINGS, INC.$645K1
249Crossmark Global Holdings, Inc.$642K1
250MUFG Securities EMEA plc$640K1
251Allspring Global Investments Holdings, LLC$638K1
252Sivia Capital Partners, LLC$638K1
253IEQ CAPITAL, LLC$621K1
254TOKIO MARINE ASSET MANAGEMENT CO LTD$619K1
255Global X Japan Co., Ltd.$608K1
256HUB Investment Partners, LLC$599K1
257Baker Avenue Asset Management, LP$582K1
258QUADRANT CAPITAL GROUP LLC$568K1
259Farringdon Capital, Ltd.$564K1
260Groupe la Francaise$561K1
261Claro Advisors Inc.$556K1
262RB Capital Management, LLC$554K1
263Dai-ichi Life Insurance Company, Ltd$545K1
264ASR Vermogensbeheer N.V.$541K1
265MAI Capital Management$535K1
266Havemeyer Place LP$525K1
267FEDERATED HERMES, INC.$524K1
268CWM, LLC$512K1
269Fisher Asset Management, LLC$510K1
270EP Wealth Advisors, LLC$509K1
271Bridgewater Associates, LP$507K1
272Empowered Funds, LLC$507K1
273Machina Capital S.A.S.$505K1
274Kestra Advisory Services, LLC$503K1
275NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$499K1
276CHOREO, LLC$496K1
277Schonfeld Strategic Advisors LLC$489K1
278PRUDENTIAL PLC$485K1
279RITHOLTZ WEALTH MANAGEMENT$479K1
280Atria Investments, Inc$470K1
281BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$464K1
282JANE STREET GROUP, LLC$456K1
283SUMMITRY LLC$452K1
284North Dakota State Investment Board$451K1
285Optas, LLC$449K1
286Texas Capital Bank Wealth Management Services Inc$433K1
287INTECH INVESTMENT MANAGEMENT LLC$421K1
288Squarepoint Ops LLC$415K1
289SECURIAN ASSET MANAGEMENT, INC$414K1
290AZZAD ASSET MANAGEMENT INC /ADV$408K1
291EVERGREEN CAPITAL MANAGEMENT LLC$404K1
292Engineers Gate Manager LP$400K1
293Independent Advisor Alliance$400K1
294GTS SECURITIES LLC$391K1
295Van Hulzen Asset Management, LLC$385K1
296GROUPAMA ASSET MANAGMENT$385K1
297WASHINGTON TRUST BANK$381K1
298WULFF, HANSEN & CO.$378K1
299Hennion & Walsh Asset Management, Inc.$348K1
300Steward Partners Investment Advisory, LLC$346K1
301Parcion Private Wealth LLC$343K1
302EXCHANGE TRADED CONCEPTS, LLC$342K1
303Revisor Wealth Management LLC$341K1
304Edgestream Partners, L.P.$339K1
305U.S. Capital Wealth Advisors, LLC$334K1
306SNOWWATER INVESTMENT PARTNERS, LLC$318K1
307KCM INVESTMENT ADVISORS LLC$301K1
308FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$295K1
309NORDEN GROUP LLC$286K1
310Spire Wealth Management$286K1
311FIL Ltd$282K1
312Sound Financial Strategies Group, LLC$282K1
313COLDSTREAM CAPITAL MANAGEMENT INC$279K1
314Kingdom Financial Group LLC.$276K1
315GATEWAY INVESTMENT ADVISERS LLC$270K1
316Platform Technology Partners$264K1
317Concurrent Investment Advisors, LLC$263K1
318BAILARD, INC.$254K1
319Frec Markets, Inc.$253K1
320FORA Capital, LLC$253K1
321Legacy Wealth Asset Management, LLC$249K1
322Merit Financial Group, LLC$249K1
323SAGESPRING WEALTH PARTNERS, LLC$244K1
324DV Trading LLC$242K1
325PINNACLE ASSOCIATES LTD$239K1
326Checchi Capital Advisers, LLC$238K1
327Connor, Clark & Lunn Investment Management Ltd.$232K1
328Wealthspire Advisors, LLC$230K1
329PATTON FUND MANAGEMENT, INC.$228K1
330ROMAN BUTLER FULLERTON & CO$227K1
331Siemens Fonds Invest GmbH$225K1
332CAXTON ASSOCIATES LLP$224K1
333CRAWFORD INVESTMENT COUNSEL INC$223K1
334Kathmere Capital Management, LLC$222K1
335Waverly Advisors, LLC$221K1
336Vestmark Advisory Solutions, Inc.$220K1
337CONSCIOUS WEALTH INVESTMENTS, LLC$219K1
338MASTERINVEST Kapitalanlage GmbH$214K1
339Callan Family Office, LLC$212K1
340Compound Planning, Inc.$212K1
341CALDWELL SUTTER CAPITAL, INC.$207K1
342PROFUND ADVISORS LLC$206K1
343OpenArc Corporate Advisory, LLC$204K1
344Cornerstone Wealth Group, LLC$200K1
345Virtus Investment Advisers, LLC$188K1
346Cetera Trust Company, N.A$168K1
347MATHER GROUP, LLC.$164K1
348NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$158K1
349SIGNATUREFD, LLC$150K1
350TEMA ETFS LLC$142K1
351Ameritas Investment Partners, Inc.$139K1
352ASSETMARK, INC$107K1
353BEACON INVESTMENT ADVISORY SERVICES, INC.$84.7K1
354Center for Financial Planning, Inc.$84.7K1
355Larson Financial Group LLC$83.2K1
356Hamrick Investment Counsel, llc$75.8K1
357Trifecta Capital Advisors, LLC$75.0K1
358BROWN, LISLE/CUMMINGS, INC.$73.6K1
359Bank Julius Baer & Co. Ltd, Zurich$73.3K1
360DT Investment Partners, LLC$71.9K1
361Clearstead Trust, LLC$71.9K1
362TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$69.0K1
363Smartleaf Asset Management LLC$58.7K1
364Pinnacle Wealth Planning Services, Inc.$56.4K1
365Cromwell Holdings LLC$51.9K1
366AMERIFLEX GROUP, INC.$50.3K1
367CENTRAL TRUST Co$47.2K1
368Muzinich & Co., Inc.$46.0K1
369Cassaday & Co Wealth Management LLC$38.5K1
370CANADA LIFE ASSURANCE Co$36.6K1
371True Wealth Design, LLC$35.1K1
372UMB Bank, n.a.$30.7K1
373Owl Creek Wealth Partners LLC$28.1K1
374Parkside Financial Bank & Trust$27.8K1
375State of Wyoming$26.6K1
376PRIVATE TRUST CO NA$26.1K1
377BLUELINE ADVISORS LLC$21.1K1
378Pacific Center for Financial Services$20.7K1
379Barnes Dennig Private Wealth Management LLC$18.4K1
380Solstein Capital, LLC$17.9K1
381Salomon & Ludwin, LLC$15.1K1
382MONTAG A & ASSOCIATES INC$14.4K1
383DekaBank Deutsche Girozentrale$12.4K1
384Raleigh Capital Management Inc.$11.1K1
385Hilltop National Bank$10.6K1
386Physician Wealth Advisors, Inc.$9.9K1
387State of Alaska, Department of Revenue$9.3K1
388Clearstead Advisors, LLC$9.0K1
389MB, LEVIS & ASSOCIATES, LLC$9.0K1
390KBC Group NV$8.7K1
391NATIXIS ADVISORS, LLC$8.6K1
392Blue Trust, Inc.$8.5K1
393Vestcor Inc$6.7K1
394Treasurer of the State of North Carolina$6.6K1
395Kemnay Advisory Services Inc.$6.3K1
396ELEVATION WEALTH PARTNERS, LLC$6.3K1
397Twin Lakes Capital Management, LLC$5.6K1
398Investors Research Corp$5.3K1
399SJS Investment Consulting Inc.$5.1K1
400Keating Financial Advisory Services, Inc.$5.1K1
401MV CAPITAL MANAGEMENT, INC.$4.8K1
402Sachetta, LLC$4.6K1
403THRIVENT FINANCIAL FOR LUTHERANS$3.7K1
404PEAPACK GLADSTONE FINANCIAL CORP$3.6K1
405Aurora Investment Managers, LLC.$3.3K1
406Annis Gardner Whiting Capital Advisors, LLC$3.2K1
407POM Investment Strategies, LLC$3.1K1
408JPL Wealth Management, LLC$3.1K1
409AMALGAMATED BANK$2.9K1
410CVA Family Office, LLC$2.7K1
411SUMMIT SECURITIES GROUP LLC$2.4K1
412Truvestments Capital LLC$2.4K1
413JONES FINANCIAL COMPANIES LLLP$2.2K1
414Grove Bank & Trust$2.2K1
415Dogwood Wealth Management LLC$1.9K1
416SHP Wealth Management$1.7K1
417Clark Wealth Partners$1.5K1
418SouthState Bank Corp$1.5K1
419TFC Financial Management, Inc.$1.5K1
420Bell Investment Advisors, Inc$1.5K1
421SIMPLEX TRADING, LLC$1.2K1
422Clayton Financial Group LLC$1.2K1
423Legacy Wealth Managment, LLC/ID$1.2K1
424Transamerica Financial Advisors, LLC$9781
425American Capital Advisory, LLC$9681
426Prestige Wealth Management Group LLC$7341
427Signature Equity Partners, LLC$7261
428Penserra Capital Management LLC$5771
429Ilmarinen Mutual Pension Insurance Co$4841
430Abound Wealth Management$4841
431Retirement Wealth Solutions LLC$4841
432Rialto Wealth Management, LLC$4841
433PARK AVENUE SECURITIES LLC$2561
434GSA CAPITAL PARTNERS LLP$2551
435Quaker Wealth Management, LLC$2421
436Freestone Grove Partners LP$2421
437MidFirst Bank$2421
438Nvest Wealth Strategies, Inc.$2421
439BOK Financial Private Wealth, Inc.$521
440Capital Advisors, Ltd. LLC$381
441Capital Analysts, LLC$251
442Smithfield Trust Co$161
443Avion Wealth$11
444VANGUARD GROUP INC— value not disclosed1
445GLENMEDE TRUST CO NA— value not disclosed1
446HARBOUR INVESTMENTS, INC.— value not disclosed1
447HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
448HEARTLAND ADVISORS INC— value not disclosed1
449ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
450RENAISSANCE GROUP LLC— value not disclosed1
451VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
452CIBC WORLD MARKETS CORP— value not disclosed1
453Itau Unibanco Holding S.A.— value not disclosed1
454CIBC Private Wealth Group LLC— value not disclosed1
455Equitable Holdings, Inc.— value not disclosed1
456NORGES BANK— value not disclosed1
457TCTC Holdings, LLC— value not disclosed1
458Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
459LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
460Candriam S.C.A.— value not disclosed1
461Segment Wealth Management, LLC— value not disclosed1
462LVW Advisors, LLC— value not disclosed1
463Alpha Cubed Investments, LLC— value not disclosed1
464Sequoia Financial Advisors, LLC— value not disclosed1
465Sowell Financial Services LLC— value not disclosed1
466Governors Lane LP— value not disclosed1
467Mutual Advisors, LLC— value not disclosed1
468Harvest Fund Management Co., Ltd— value not disclosed1
469AlphaCore Capital LLC— value not disclosed1
470Howard Capital Management, LLC— value not disclosed1
471ExodusPoint Capital Management, LP— value not disclosed1
472Global Retirement Partners, LLC— value not disclosed1
473MQS Management LLC— value not disclosed1
474Geneos Wealth Management Inc.— value not disclosed1
475Robertson Stephens Wealth Management, LLC— value not disclosed1
476Qtron Investments LLC— value not disclosed1
477Y-Intercept (Hong Kong) Ltd— value not disclosed1
478CERTUITY, LLC— value not disclosed1
479Mission Creek Capital Partners, Inc.— value not disclosed1
480Elevated Capital Advisors, LLC— value not disclosed1
481CPC Advisors, LLC— value not disclosed1
482DV EQUITIES, LLC— value not disclosed1
483Interchange Capital Partners, LLC— value not disclosed1
484NewEdge Wealth, LLC— value not disclosed1
485Invst, LLC— value not disclosed1
486AlphaQuest LLC— value not disclosed1
487Snowden Capital Advisors LLC— value not disclosed1
488SageView Advisory Group, LLC— value not disclosed1
489Dunhill Financial, LLC— value not disclosed1
490Polymer Capital Management (US) LLC— value not disclosed1
491Envestnet Portfolio Solutions, Inc.— value not disclosed1
492Turning Point Benefit Group, Inc.— value not disclosed1
493Mowery & Schoenfeld Wealth Management, LLC— value not disclosed1
494Diversify Advisory Services, LLC— value not disclosed1
495Wealth Watch Advisors, INC— value not disclosed1
496Aster Capital Management (DIFC) Ltd— value not disclosed1
497Generali Asset Management SPA SGR— value not disclosed1
498Rakuten Investment Management, Inc.— value not disclosed1
499OPTIMA CAPITAL LLC— value not disclosed1
500Cander Asset Management LP— value not disclosed1
Truncated by Public Filings. Every one of the 443 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ESS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ESS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for ESS · financials and macro

Financials — as filed PLANNED

ESS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ESS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing