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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-01-14Rick Larsen D–WA-2SaleTraded 01-07 +7d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
2023-06-24Rick Larsen D–WA-2PurchaseTraded 2022-07-07 LATE·352d$1K–$15K
2023-05-26Rick Larsen D–WA-2PurchaseTraded 2021-07-07 LATE·688d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing ESS in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 CongressPurchase$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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
445GLENMEDE TRUST CO NA$01
446HARBOUR INVESTMENTS, INC.$01
447HOWARD HUGHES MEDICAL INSTITUTE$01
448HEARTLAND ADVISORS INC$01
449ONTARIO TEACHERS PENSION PLAN BOARD$01
450RENAISSANCE GROUP LLC$01
451VIRGINIA RETIREMENT SYSTEMS ET Al$01
452CIBC WORLD MARKETS CORP$01
453Itau Unibanco Holding S.A.$01
454CIBC Private Wealth Group LLC$01
455Equitable Holdings, Inc.$01
456NORGES BANK$01
457TCTC Holdings, LLC$01
458Skandinaviska Enskilda Banken AB (publ)$01
459LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
460Candriam S.C.A.$01
461Segment Wealth Management, LLC$01
462LVW Advisors, LLC$01
463Alpha Cubed Investments, LLC$01
464Sequoia Financial Advisors, LLC$01
465Sowell Financial Services LLC$01
466Governors Lane LP$01
467Mutual Advisors, LLC$01
468Harvest Fund Management Co., Ltd$01
469AlphaCore Capital LLC$01
470Howard Capital Management, LLC$01
471ExodusPoint Capital Management, LP$01
472Global Retirement Partners, LLC$01
473MQS Management LLC$01
474Geneos Wealth Management Inc.$01
475Robertson Stephens Wealth Management, LLC$01
476Qtron Investments LLC$01
477Y-Intercept (Hong Kong) Ltd$01
478CERTUITY, LLC$01
479Mission Creek Capital Partners, Inc.$01
480Elevated Capital Advisors, LLC$01
481CPC Advisors, LLC$01
482DV EQUITIES, LLC$01
483Interchange Capital Partners, LLC$01
484NewEdge Wealth, LLC$01
485Invst, LLC$01
486AlphaQuest LLC$01
487Snowden Capital Advisors LLC$01
488SageView Advisory Group, LLC$01
489Dunhill Financial, LLC$01
490Polymer Capital Management (US) LLC$01
491Envestnet Portfolio Solutions, Inc.$01
492Turning Point Benefit Group, Inc.$01
493Mowery & Schoenfeld Wealth Management, LLC$01
494Diversify Advisory Services, LLC$01
495Wealth Watch Advisors, INC$01
496Aster Capital Management (DIFC) Ltd$01
497Generali Asset Management SPA SGR$01
498Rakuten Investment Management, Inc.$01
499OPTIMA CAPITAL LLC$01
500Cander Asset Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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