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/ESGE/capital-change-brief"
Use Arkolith's capital_change_brief for ESGE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $760.2M | 16.7M | ▲+19% Added · +2.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $257.0M | 5.7M | ▲+16% Added · +766K sh | Q1 2026 | |
| 3 | NORTHERN TRUST CORP | $250.9M | 5.5M | ▲+6.2% Added · +324K sh | Q1 2026 | |
| 4 | Empower Advisory Group, LLC | $237.5M | 5.2M | ▼−18% Reduced · −1.2M sh | Q1 2026 | |
| 5 | WIT, LLC | $235.6M | 5.2M | ▲+13% Added · +580K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $151.4M | 3.3M | ▼−6.2% Reduced · −222K sh | Q1 2026 | |
| 7 | TIAA Wealth Investment Management LLC | $129.7M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 8 | FMR LLC | $131.2M | 2.9M | ▼−1.2% Reduced · −35K sh | Q1 2026 | |
| 9 | Wealthfront Advisers LLC | $113.9M | 2.5M | ▼−2.5% Reduced · −64K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $105.7M | 2.4M | ▲+0.6% Added · +15K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $95.7M | 2.1M | ▲+56% Added · +756K sh | Q1 2026 | |
| 12 | Creative Planning | $91.6M | 2.0M | ▲+2.6% Added · +52K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $78.8M | 1.7M | ▼−26% Reduced · −613K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $76.5M | 1.7M | ▲+11% Added · +169K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $64.2M | 1.4M | ▼−2.7% Reduced · −40K sh | Q1 2026 | |
| 16 | UBS Group AG | $60.3M | 1.3M | ▲+3.8% Added · +49K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $57.0M | 1.3M | ▲+3.2% Added · +39K sh | Q1 2026 | |
| 18 | US BANCORP \DE\ | $60.1M | 1.2M | ▲+33% Added · +300K sh | Q1 2026 | |
| 19 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $47.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $42.6M | 937K | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.4M | 800K | ▲+4.2% Added · +33K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $34.3M | 754K | ▲+1.2% Added · +9K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $32.5M | 715K | ▲+11% Added · +74K sh | Q1 2026 | |
| 24 | MISSION WEALTH MANAGEMENT, LP | $26.6M | 586K | ▼−2.3% Reduced · −14K sh | Q1 2026 | |
| 25 | FIFTH THIRD BANCORP | $26.1M | 575K | ▲+28% Added · +124K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 173 funds | $34.7B |
| MICROSOFT CORPMSFT | 171 funds | $30.1B |
| ELI LILLY & COLLY | 171 funds | $8.8B |
| APPLE INCAAPL | 170 funds | $39.3B |
| VANGUARD S&P 500 ETFVOO | 170 funds | $22.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 170 funds | $17.0B |
| BROADCOM INCAVGO | 170 funds | $13.5B |
| META PLATFORMS INC-CLASS AMETA | 170 funds | $12.5B |
| WALMART INCWMT | 170 funds | $7.8B |
| COSTCO WHOLESALE CORPCOST | 170 funds | $7.2B |
| CHEVRON CORPCVX | 170 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 169 funds | $24.1B |
Ranked by how many of ESGE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ESGE. 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.