996 tracked 13F filers disclose a position in ES as of the latest SEC 13F filings, a combined $20.8B 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 | BlackRock, Inc. | $2.9B | 42.1M | ▼−1.3% Reduced · −575K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $2.1B | 28.5M | ▲+1.1% Added · +319K sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 24.4M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 20.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | FMR LLC | $886.6M | 12.8M | ▲+9.3% Added · +1.1M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $831.2M | 11.5M | ▲+2.1% Added · +241K sh | Q2 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $507.0M | 7.3M | ▼−23% Reduced · −2.2M sh | Q1 2026 | |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $452.6M | 6.5M | ▲+6.5% Added · +399K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $407.7M | 5.9M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $407.9M | 5.9M | ▲+0.7% Added · +40K sh | Q1 2026 | |
| 11 | Legal & General Group Plc | $338.7M | 4.9M | ▼−3.7% Reduced · −187K sh | Q1 2026 | |
| 12 | NORGES BANK | $324.0M | 4.8M | ▲+11% Added · +494K sh | Q4 2025 | |
| 13 | Nuveen, LLC | $319.7M | 4.6M | ▲+3.8% Added · +169K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $275.1M | 4.0M | ▲+15% Added · +518K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $269.2M | 3.9M | ▲+105% Added · +2.0M sh | Q1 2026 | |
| 16 | HSBC HOLDINGS PLC | $252.9M | 3.7M | ▲+6.3% Added · +217K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $251.1M | 3.6M | ▲+0.7% Added · +26K sh | Q1 2026 | |
| 18 | Magellan Asset Management Ltd | $248.4M | 3.4M | ▼−44% Reduced · −2.7M sh | Q2 2026 | |
| 19 | Zimmer Partners, LP | $231.6M | 3.3M | ▼−13% Reduced · −501K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $208.2M | 3.0M | ▲+6.0% Added · +171K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $191.1M | 2.8M | ▲+2.1% Added · +57K sh | Q1 2026 | |
| 22 | ProShare Advisors LLC | $167.4M | 2.4M | ▲+6.3% Added · +144K sh | Q1 2026 | |
| 23 | Amundi | $159.5M | 2.3M | ▼−3.3% Reduced · −78K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $156.7M | 2.3M | ▲+52% Added · +777K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $152.3M | 2.2M | ▼−6.5% Reduced · −152K sh | Q1 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, 3 funds opened a new position in ES and 17 added to an existing one, while 19 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 616 funds | $329.8B |
| NVIDIA CORPNVDA | 610 funds | $466.2B |
| APPLE INCAAPL | 608 funds | $371.6B |
| AMAZON.COM INCAMZN | 607 funds | $239.3B |
| ALPHABET INC-CL AGOOGL | 603 funds | $214.4B |
| META PLATFORMS INC-CLASS AMETA | 598 funds | $131.1B |
| JPMORGAN CHASE & COJPM | 598 funds | $86.0B |
| BROADCOM INCAVGO | 593 funds | $186.1B |
| ELI LILLY & COLLY | 590 funds | $93.6B |
| ALPHABET INC-CL CGOOG | 582 funds | $145.1B |
| VISA INC-CLASS A SHARESV | 579 funds | $75.5B |
| MERCK & CO. INC.MRK | 576 funds | $36.8B |
Ranked by how many of ES's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sell (S) | 2K | $107K |
| Aug 24, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sell (S) | 2K | $107K |
| Jun 4, 2026 | BUTLER GREGORY B | Executive VP & General Counsel | Sell (S) | 7K | $489K |
| May 8, 2026 | Mudge W Robert | Insider | Buy (P) | 750 | $50K |
| Mar 4, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sell (S) | 1K | $105K |
| Feb 24, 2026 | CLEVELAND COTTON M | Insider | Sell (S) | 3K | $193K |
| Feb 23, 2026 | Kim John Y | Insider | Sell (S) | 6K | $472K |
| Feb 20, 2026 | Kim John Y | Insider | Sell (S) | 6K | $441K |
| Feb 19, 2026 | Kim John Y | Insider | Sell (S) | 6K | $441K |
| Feb 19, 2026 | Moreira John M. | EVP, CFO and Treasurer | Sell (S) | 8K | $576K |
| Feb 18, 2026 | FORRY LINDA DORCENA | Insider | Sell (S) | 981 | $72K |
| Feb 18, 2026 | FORRY LINDA DORCENA | Insider | Sell (S) | 2K | $117K |
Connected entities for ES
This stock 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/ES/capital-change-brief"
Use Arkolith's capital_change_brief for ES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.