30 tracked 13F filers disclose a position in ESBA as of the latest SEC 13F filings, a combined $4.9M 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 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $630K | 125K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 2 | Sequoia Financial Advisors, LLC | $428K | 85K | —Held | Q1 2026 | |
| 3 | MORGAN STANLEY | $427K | 85K | ▼−7.0% Reduced · −6K sh | Q1 2026 | |
| 4 | Vectors Research Management, LLC | $401K | 72K | —Held | Q2 2026 | |
| 5 | Verdence Capital Advisors LLC | $364K | 72K | ▲New +72K sh | Q1 2026 | |
| 6 | Corient Private Wealth LLC | $282K | 56K | —Held | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $265K | 53K | ▼−7.6% Reduced · −4K sh | Q1 2026 | |
| 8 | Cassaday & Co Wealth Management LLC | $185K | 37K | ▲+0.7% Added · +243 sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $176K | 35K | —Held | Q1 2026 | |
| 10 | Cerity Partners LLC | $148K | 29K | —Held | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $136K | 27K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $129K | 26K | ▼−2.6% Reduced · −699 sh | Q1 2026 | |
| 13 | OPPENHEIMER & CO INC | $124K | 25K | —Held | Q1 2026 | |
| 14 | J. L. Bainbridge & Co., Inc. | $134K | 24K | —Held | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $110K | 22K | ▲New +22K sh | Q1 2026 | |
| 16 | WOODMONT INVESTMENT COUNSEL LLC | $120K | 22K | —Held | Q2 2026 | |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $96K | 19K | —Held | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $96K | 19K | ▼−50% Reduced · −19K sh | Q1 2026 | |
| 19 | Creative Planning | $88K | 17K | —Held | Q1 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $87K | 17K | —Held | Q1 2026 | |
| 21 | Baker Avenue Asset Management, LP | $89K | 16K | —Held | Q2 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $80K | 14K | —Held | Q2 2026 | |
| 23 | Samjo Management, LLC | $65K | 13K | —Held | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $64K | 13K | ▲New +13K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $52K | 10K | ▲+0.3% Added · +29 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 ESBA, while 0 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 | 18 funds | $42.9B |
| APPLE INCAAPL | 18 funds | $23.9B |
| MICROSOFT CORPMSFT | 18 funds | $16.8B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 18 funds | $12.2B |
| JOHNSON & JOHNSONJNJ | 18 funds | $12.0B |
| AMAZON.COM INCAMZN | 18 funds | $10.5B |
| EXXON MOBIL CORPXOM | 18 funds | $10.4B |
| ISHARES MSCI EAFE ETFEFA | 18 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 18 funds | $9.7B |
| ISHARES RUSSELL 2000 ETFIWM | 18 funds | $9.5B |
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.
No filings captured for this ticker in the live stream yet.
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.