Integrated Wealth Concepts »

Essent shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Essent (ESNT) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Essent

Tip: Access up to 7 years of quarterly data

All positions including Essent held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Essent by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 57k 65.01
2023-09-30 $1.2M 26k 47.29
2023-06-30 $599k 13k 46.80
2023-03-31 $1.0M 26k 40.03

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Essent

BlackRock
Vanguard Group
Dimensional Fund Advisors
FMR
Capital World Investors
State Street Corporation
Geode Capital Management
Polar Capital Holdings
Norges Bank Investment Management
Cooke & Bieler
Capital Research and Management Company - Division 3
Renaissancere Holdings
American Century Companies
Charles Schwab Investment Management
AQR Capital Management

View all funds holding Essent