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/ESE/capital-change-brief"
Use Arkolith's capital_change_brief for ESE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 4.0M | ▲+1.9% Added · +73K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $433.3M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $326.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $291.7M | 1.0M | ▲+3.1% Added · +32K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $179.1M | 637K | ▼−8.4% Reduced · −59K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $178.2M | 633K | ▼−0.1% Reduced · −602 sh | Q1 2026 | |
| 7 | GENEVA CAPITAL MANAGEMENT LLC | $176.3M | 626K | ▼−21% Reduced · −162K sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $176.3M | 626K | ▼−11% Reduced · −78K sh | Q1 2026 | |
| 9 | Conestoga Capital Advisors, LLC | $152.4M | 542K | ▼−30% Reduced · −234K sh | Q1 2026 | |
| 10 | WASATCH ADVISORS LP | $167.2M | 478K | ▲+66% Added · +189K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $131.2M | 466K | ▼−11% Reduced · −60K sh | Q1 2026 | |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $114.3M | 406K | ▼−14% Reduced · −66K sh | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $72.9M | 373K | ▼−4.0% Reduced · −15K sh | Q1 2026 | |
| 14 | Nuveen, LLC | $102.0M | 363K | ▼−2.3% Reduced · −9K sh | Q1 2026 | |
| 15 | T. Rowe Price Investment Management, Inc. | Withheld | 328K | ▼−6.4% Reduced · −22K sh | Q1 2026 | |
| 16 | Hood River Capital Management LLC | $85.6M | 304K | ▲+1.3% Added · +4K sh | Q1 2026 | |
| 17 | LOOMIS SAYLES & CO L P | $84.6M | 301K | ▼−7.7% Reduced · −25K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $84.1M | 299K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $82.1M | 292K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $78.9M | 280K | ▲+2.3% Added · +6K sh | Q1 2026 | |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | $64.3M | 229K | ▲+50% Added · +76K sh | Q1 2026 | |
| 22 | FULLER & THALER ASSET MANAGEMENT, INC. | $52.9M | 188K | ▼−0.2% Reduced · −325 sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $52.8M | 188K | ▼−20% Reduced · −46K sh | Q1 2026 | |
| 24 | Two Creeks Capital Management, LP | $50.9M | 181K | ▲New +181K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $50.8M | 180K | ▲New +180K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 1, 2026 | Valdez Gloria L | Director | Option exercise (M) | 197 | $64K |
| May 1, 2026 | Valdez Gloria L | Director | Option exercise (M) | 197 | $64K |
| May 1, 2026 | Valdez Gloria L | Director | Disposed to issuer (D) | 106 | $35K |
| Apr 17, 2026 | Campbell David A | Director | Grant (A) | 1 | $290 |
| Apr 17, 2026 | PHILLIPPY ROBERT J | Director | Grant (A) | 5 | $2K |
| Apr 17, 2026 | Dewar Patrick M | Director | Grant (A) | 6 | $2K |
| Apr 17, 2026 | KHILNANI VINOD M | Director | Grant (A) | 0 | $62 |
| Apr 17, 2026 | Conner Penelope M | Director | Grant (A) | 0 | $62 |
| Apr 17, 2026 | Valdez Gloria L | Director | Grant (A) | 2 | $675 |
| Apr 17, 2026 | Hess Janice L. | Director | Grant (A) | 0 | $79 |
| Feb 5, 2026 | KHILNANI VINOD M | Director | Option exercise (M) | 1K | $322K |
| Feb 5, 2026 | KHILNANI VINOD M | Director | Option exercise (M) | 1K | $322K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 138 funds | $59.8B |
| COSTCO WHOLESALE CORPCOST | 137 funds | $10.0B |
| NVIDIA CORPNVDA | 136 funds | $81.6B |
| APPLE INCAAPL | 136 funds | $67.8B |
| BROADCOM INCAVGO | 136 funds | $30.8B |
| ELI LILLY & COLLY | 136 funds | $15.4B |
| ALPHABET INC-CL AGOOGL | 135 funds | $38.7B |
| META PLATFORMS INC-CLASS AMETA | 135 funds | $25.6B |
| VISA INC-CLASS A SHARESV | 135 funds | $12.0B |
| MASTERCARD INC - AMA | 135 funds | $10.9B |
| TJX COMPANIES INCTJX | 135 funds | $5.6B |
| AMAZON.COM INCAMZN | 134 funds | $43.5B |
Ranked by how many of ESE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.