403 tracked 13F filers disclose a position in ESE as of the latest SEC 13F filings, a combined $6.1B 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. | $1.1B | 4.0M | ▲+1.9% Added · +73K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $433.3M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $326.9M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $381.1M | 1.1M | ▲+5.0% Added · +52K sh | Q2 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $264.2M | 755K | ▲+19% Added · +121K sh | Q2 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $179.1M | 637K | ▼−8.4% Reduced · −59K sh | Q1 2026 | |
| 7 | Neuberger Berman Group LLC | $176.3M | 626K | ▼−11% Reduced · −78K sh | Q1 2026 | |
| 8 | WASATCH ADVISORS LP | $167.2M | 478K | ▲+66% Added · +189K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $131.2M | 466K | ▼−11% Reduced · −60K sh | Q1 2026 | |
| 10 | GENEVA CAPITAL MANAGEMENT LLC | $157.2M | 449K | ▼−28% Reduced · −177K sh | Q2 2026 | |
| 11 | Conestoga Capital Advisors, LLC | $156.5M | 447K | ▼−17% Reduced · −95K sh | Q2 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 | Hood River Capital Management LLC | $115.6M | 330K | ▲+8.6% Added · +26K sh | Q2 2026 | |
| 16 | T. Rowe Price Investment Management, Inc. | Withheld | 328K | ▼−6.4% Reduced · −22K 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 | BANK OF AMERICA CORP /DE/ | $52.8M | 188K | ▼−20% Reduced · −46K sh | Q1 2026 | |
| 23 | Two Creeks Capital Management, LP | $50.9M | 181K | ▲New +181K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $50.8M | 180K | →First observed position No prior filed position | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $50.6M | 180K | ▲+17% Added · +26K 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, 7 funds opened a new position in ESE and 23 added to an existing one, while 29 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 | 226 funds | $247.5B |
| ALPHABET INC-CL AGOOGL | 222 funds | $152.7B |
| AMAZON.COM INCAMZN | 221 funds | $183.5B |
| ELI LILLY & COLLY | 220 funds | $71.1B |
| NVIDIA CORPNVDA | 219 funds | $358.8B |
| APPLE INCAAPL | 218 funds | $267.8B |
| BROADCOM INCAVGO | 214 funds | $144.7B |
| META PLATFORMS INC-CLASS AMETA | 214 funds | $103.9B |
| JPMORGAN CHASE & COJPM | 213 funds | $55.1B |
| VISA INC-CLASS A SHARESV | 210 funds | $59.5B |
| MICRON TECHNOLOGY INCMU | 210 funds | $38.0B |
| MASTERCARD INC - AMA | 209 funds | $49.2B |
Ranked by how many of ESE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 26, 2025 | KHILNANI VINOD M | Director | Sell (S) | 1K | $219K |
| Nov 26, 2025 | KHILNANI VINOD M | Director | Sell (S) | 252 | $55K |
| Nov 26, 2025 | KHILNANI VINOD M | Director | Sell (S) | 1K | $217K |
| Nov 26, 2025 | KHILNANI VINOD M | Director | Sell (S) | 748 | $163K |
| Nov 26, 2025 | Sayler Bryan H | CEO & PRESIDENT, Director | Sell (S) | 401 | $88K |
| Nov 25, 2025 | KHILNANI VINOD M | Director | Sell (S) | 216 | $48K |
| Nov 25, 2025 | PHILLIPPY ROBERT J | Director | Sell (S) | 548 | $122K |
| Nov 25, 2025 | PHILLIPPY ROBERT J | Director | Sell (S) | 324 | $73K |
| Nov 25, 2025 | PHILLIPPY ROBERT J | Director | Sell (S) | 400 | $90K |
| Nov 25, 2025 | PHILLIPPY ROBERT J | Director | Sell (S) | 584 | $131K |
| Nov 25, 2025 | PHILLIPPY ROBERT J | Director | Sell (S) | 639 | $142K |
| Nov 25, 2025 | PHILLIPPY ROBERT J | Director | Sell (S) | 770 | $170K |
Connected entities for ESE
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.
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.