36 tracked 13F filers disclose a position in ESBA as of the latest SEC 13F filings, a combined $6.6M 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 | MONTAG A & ASSOCIATES INC | $1.2M | 215K | ▲New +215K sh | Q2 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $630K | 125K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 3 | Sequoia Financial Advisors, LLC | $428K | 85K | —Held | Q1 2026 | |
| 4 | MORGAN STANLEY | $427K | 85K | ▼−7.0% Reduced · −6K sh | Q1 2026 | |
| 5 | Vectors Research Management, LLC | $401K | 72K | —Held | Q2 2026 | |
| 6 | Verdence Capital Advisors LLC | $364K | 72K | ▲New +72K sh | Q1 2026 | |
| 7 | Corient Private Wealth LP | $282K | 56K | —Held | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $265K | 53K | ▼−7.6% Reduced · −4K sh | Q1 2026 | |
| 9 | Cassaday & Co Wealth Management LLC | $205K | 37K | ▲+0.6% Added · +234 sh | Q2 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $176K | 35K | —Held | Q1 2026 | |
| 11 | Cerity Partners LLC | $148K | 29K | —Held | Q1 2026 | |
| 12 | BARD ASSOCIATES INC | $160K | 29K | —Held | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $136K | 27K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $129K | 26K | ▼−2.6% Reduced · −699 sh | Q1 2026 | |
| 15 | OPPENHEIMER & CO INC | $137K | 25K | —Held | Q2 2026 | |
| 16 | J. L. Bainbridge & Co., Inc. | $134K | 24K | —Held | Q2 2026 | |
| 17 | WOODMONT INVESTMENT COUNSEL LLC | $120K | 22K | —Held | Q2 2026 | |
| 18 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $96K | 19K | —Held | Q1 2026 | |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $96K | 19K | ▼−50% Reduced · −19K sh | Q1 2026 | |
| 20 | Tortoise Investment Management, LLC | $105K | 19K | —Held | Q2 2026 | |
| 21 | Creative Planning | $88K | 17K | —Held | Q1 2026 | |
| 22 | BANK OF MONTREAL /CAN/ | $87K | 17K | —Held | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $96K | 17K | ▼−21% Reduced · −5K sh | Q2 2026 | |
| 24 | Wescott Financial Advisory Group, LLC | $91K | 16K | —Held | Q2 2026 | |
| 25 | Baker Avenue Asset Management, LP | $89K | 16K | —Held | 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, 2 funds opened a new position in ESBA and 1 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 20 funds | $3.4B |
| MICROSOFT CORPMSFT | 20 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 20 funds | $1.6B |
| JOHNSON & JOHNSONJNJ | 20 funds | $879.2M |
| NVIDIA CORPNVDA | 19 funds | $4.6B |
| AMAZON.COM INCAMZN | 19 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.3B |
| TESLA INCTSLA | 19 funds | $1.0B |
| HOME DEPOT INCHD | 19 funds | $792.7M |
| ELI LILLY & COLLY | 19 funds | $668.6M |
| CATERPILLAR INCCAT | 19 funds | $509.5M |
Ranked by how many of ESBA's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| ESBAthis pageUNIT LTD PRTNSP | 36 funds | $6.6M |
| OGCPUNIT LTD PRT 60 | 18 funds | $1.4M |
| FISKUNIT LTD PRT 250 | 9 funds | $452K |
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 ESBA
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/ESBA/capital-change-brief"
Use Arkolith's capital_change_brief for ESBA. 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 ESBA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.