| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | VANGUARD ADVISERS INC | $415.4M | 3.70M | New | Q1 2026 |
| 2 | Wealthfront Advisers LLC | $201.0M | 1.79M | Added | Q1 2026 |
| 3 | Apella Capital, LLC | $51.6M | 413.7K | Added | Q1 2026 |
| 4 | SCS Capital Management LLC | $43.8M | 390.5K | Reduced | Q1 2026 |
| 5 | Facet Wealth, Inc. | $40.3M | 359.4K | Reduced | Q1 2026 |
| 6 | Garde Capital, Inc. | $26.7M | 237.7K | Added | Q1 2026 |
| 7 | Mill Creek Capital Advisors, LLC | $19.5M | 173.3K | Added | Q1 2026 |
| 8 | HUB Investment Partners, LLC | $19.2M | 171.1K | Added | Q1 2026 |
| 9 | Orgel Wealth Management, LLC | $15.5M | 138.1K | Added | Q1 2026 |
| 10 | Caprock Group, LLC | $15.3M | 135.9K | Reduced | Q1 2026 |
| 11 | Beacon Pointe Advisors, LLC | $13.8M | 123.3K | Added | Q1 2026 |
| 12 | Composition Wealth, LLC | $13.6M | 120.8K | Reduced | Q1 2026 |
| 13 | Cresset Asset Management, LLC | $10.4M | 93.0K | Added | Q1 2026 |
| 14 | BLAIR WILLIAM & CO/IL | $9.3M | 83.1K | Added | Q1 2026 |
| 15 | Pathstone Holdings, LLC | $9.1M | 81.2K | Held | Q1 2026 |
| 16 | ST GERMAIN D J CO INC | $8.0M | 71.3K | Added | Q1 2026 |
| 17 | AMG National Trust Bank | $8.0M | 70.9K | Added | Q1 2026 |
| 18 | EVOKE WEALTH, LLC | $7.5M | 66.7K | Added | Q1 2026 |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.1M | 63.6K | Added | Q1 2026 |
| 20 | Financial Engines Advisors L.L.C. | $6.6M | 59.2K | Added | Q1 2026 |
| 21 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $6.4M | 51.1K | Added | Q1 2026 |
| 22 | D.A. DAVIDSON & CO. | $5.3M | 47.2K | Reduced | Q1 2026 |
| 23 | Banco Santander, S.A. | $4.9M | 43.5K | New | Q1 2026 |
| 24 | Freestone Capital Holdings, LLC | $4.3M | 38.5K | Reduced | Q1 2026 |
| 25 | Sageworth Trust Co | $4.2M | 37.6K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 180 funds | $33.7B |
| LPHABET INCGOOG | 180 funds | $16.5B |
| JPMorgan Chase & CoJPM | 180 funds | $13.9B |
| Meta Platforms Inc Class AMETA | 180 funds | $11.9B |
| Johnson & JohnsonJNJ | 180 funds | $9.1B |
| Apple IncAAPL | 179 funds | $41.7B |
| TATE STR SPDR S&P 500 ETF TSPY | 179 funds | $25.3B |
| Amazon.com IncAMZN | 179 funds | $22.3B |
| GOOGLE INCGOOGL | 179 funds | $21.6B |
| Walmart IncWMT | 179 funds | $7.5B |
| Nvidia CorpNVDA | 178 funds | $33.2B |
| Broadcom IncAVGO | 178 funds | $13.8B |
Ranked by how many of ESGV'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESGV. 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.