50 tracked 13F filers disclose a position in ESG as of the latest SEC 13F filings, a combined $38.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $8.3M | 55K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 19K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 3 | FIRST UNITED BANK & TRUST | $3.0M | 17K | ▼−8.6% Reduced · −2K sh | Q2 2026 | |
| 4 | RVW Wealth, LLC | $2.8M | 16K | ▲+0.1% Added · +9 sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $2.2M | 14K | ▼−26% Reduced · −5K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $2.1M | 14K | ▲+101% Added · +7K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $1.6M | 11K | ▲New +11K sh | Q1 2026 | |
| 8 | Monument Group Wealth Advisors, LLC | Withheld | 10K | ▲+305% Added · +7K sh | Q2 2026 | |
| 9 | Roof Eidam Maycock Peralta, LLC | $1.6M | 9K | —Held | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $923K | 6K | ▲+1.9% Added · +114 sh | Q1 2026 | |
| 11 | SGL Investment Advisors, Inc. | $943K | 6K | ▲+3.3% Added · +193 sh | Q3 2025 | |
| 12 | Well Done, LLC | $908K | 5K | —Held | Q2 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $722K | 5K | ▼−4.3% Reduced · −216 sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $701K | 5K | ▲+145% Added · +3K sh | Q1 2026 | |
| 15 | Curry Webb Wealth Management LLC | $787K | 4K | ▲+0.5% Added · +23 sh | Q2 2026 | |
| 16 | Parallel Advisors, LLC | $679K | 4K | —Held | Q1 2026 | |
| 17 | Gilbert Capital Group, Inc. | $755K | 4K | ▼−4.0% Reduced · −181 sh | Q2 2026 | |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $703K | 4K | —Held | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $559K | 4K | ▲+33% Added · +913 sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $539K | 4K | ▲+4.6% Added · +157 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $498K | 3K | ▲+0.1% Added · +3 sh | Q1 2026 | |
| 22 | EP Wealth Advisors, LLC | $538K | 3K | —Held | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $489K | 3K | ▼−79% Reduced · −11K sh | Q2 2026 | |
| 24 | INTERACTIVE FINANCIAL ADVISORS, INC. | $469K | 3K | ▼−19% Reduced · −635 sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $407K | 2K | ▲New +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in ESG and 4 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $700.8M |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $4.6B |
| APPLE INCAAPL | 20 funds | $3.0B |
| BROADCOM INCAVGO | 20 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 20 funds | $652.1M |
| ABBOTT LABORATORIESABT | 20 funds | $290.8M |
| NVIDIA CORPNVDA | 19 funds | $4.8B |
| AMAZON.COM INCAMZN | 19 funds | $2.4B |
| MICROSOFT CORPMSFT | 19 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 19 funds | $1.2B |
Ranked by how many of ESG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| GUNRmc | 291 funds | $5.6B |
| QDFmc | 169 funds | $1.7B |
| NFRAmc | 140 funds | $2.6B |
| TDTTmc | 112 funds | $2.5B |
| HYGVmc | 112 funds | $901.0M |
| TILTmc | 109 funds | $1.7B |
| IQDFSHARES | 93 funds | $905.7M |
| QDEFcommon | 92 funds | $396.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ESG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ESG/capital-change-brief"
Use Arkolith's capital_change_brief for ESG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ESG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.