34 tracked 13F filers disclose a position in ESG as of the latest SEC 13F filings, a combined $34.1M 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 | LPL Financial LLC | $8.3M | 55K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 19K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 3 | FIRST UNITED BANK & TRUST | $3.0M | 17K | ▼−8.6% Reduced · −2K sh | Q2 2026 | |
| 4 | RVW Wealth, LLC | $2.8M | 16K | ▲+0.1% Added · +9 sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $2.2M | 14K | ▼−26% Reduced · −5K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $2.1M | 14K | ▲+101% Added · +7K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $2.0M | 13K | ▲+287% Added · +10K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $1.6M | 11K | ▲New +11K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $923K | 6K | ▲+1.9% Added · +114 sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $722K | 5K | ▼−4.3% Reduced · −216 sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $701K | 5K | ▲+145% Added · +3K sh | Q1 2026 | |
| 12 | Parallel Advisors, LLC | $679K | 4K | —Held | Q1 2026 | |
| 13 | Curry Webb Wealth Management LLC | $676K | 4K | ▲+1.9% Added · +83 sh | Q1 2026 | |
| 14 | Gilbert Capital Group, Inc. | $755K | 4K | ▼−4.0% Reduced · −181 sh | Q2 2026 | |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $607K | 4K | ▲New +4K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $559K | 4K | ▲+33% Added · +913 sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $539K | 4K | ▲+4.6% Added · +157 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $498K | 3K | ▲+0.1% Added · +3 sh | Q1 2026 | |
| 19 | EP Wealth Advisors, LLC | $464K | 3K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 20 | Dynamic Advisor Solutions LLC | $402K | 2K | ▲+1.3% Added · +29 sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $325K | 2K | —Held | Q1 2026 | |
| 22 | FMR LLC | $278K | 2K | ▲+415% Added · +1K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $273K | 2K | —Held | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $264K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | Empire Financial Management Company, LLC | $230K | 2K | —Held | 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, 2 funds opened a new position in ESG and 2 added to an existing one, while 4 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $6.6B |
| NVIDIA CORPNVDA | 9 funds | $4.8B |
| APPLE INCAAPL | 9 funds | $3.2B |
| AMAZON.COM INCAMZN | 9 funds | $3.1B |
| MICROSOFT CORPMSFT | 9 funds | $2.8B |
| VANGUARD VALUE ETFVTV | 9 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 9 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 9 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.6B |
| BROADCOM INCAVGO | 9 funds | $1.6B |
Ranked by how many of ESG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/ESG/capital-change-brief"
Use Arkolith's capital_change_brief for ESG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ESG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.