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/ESI/capital-change-brief"
Use Arkolith's capital_change_brief for ESI. 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. | $930.4M | 27.3M | ▲+2.6% Added · +694K sh | Q1 2026 | |
| 2 | FMR LLC | $706.2M | 20.7M | ▲+19% Added · +3.4M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $466.5M | 13.7M | ▲New +13.7M sh | Q1 2026 | |
| 4 | ELLIOTT MANAGEMENT CORP | $127.8M | 10.9M | ▼−0.1% Reduced · −7K sh | Q4 2019 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $366.1M | 10.7M | ▲New +10.7M sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 9.0M | ▼−19% Reduced · −2.1M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $289.3M | 8.5M | ▼−0.1% Reduced · −10K sh | Q1 2026 | |
| 8 | FIL Ltd | $275.9M | 8.1M | ▲+59% Added · +3.0M sh | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $272.0M | 8.0M | ▼−15% Reduced · −1.4M sh | Q1 2026 | |
| 10 | STATE STREET CORP | $249.4M | 7.3M | ▲+2.0% Added · +145K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $178.3M | 5.2M | ▲+6.5% Added · +320K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $126.3M | 5.1M | ▲+45% Added · +1.6M sh | Q1 2026 | |
| 13 | LOCUST WOOD CAPITAL ADVISERS, LLC | $150.8M | 4.4M | ▼−8.7% Reduced · −419K sh | Q1 2026 | |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $149.1M | 4.4M | ▼−6.7% Reduced · −313K sh | Q1 2026 | |
| 15 | SCOPUS ASSET MANAGEMENT, L.P. | $105.9M | 3.1M | ▼−6.6% Reduced · −218K sh | Q1 2026 | |
| 16 | Gates Capital Management, Inc. | $104.4M | 3.1M | ▼−33% Reduced · −1.5M sh | Q1 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $107.1M | 3.0M | ▲+51% Added · +1.0M sh | Q1 2026 | |
| 18 | JENNISON ASSOCIATES LLC | $101.7M | 3.0M | ▲+37% Added · +799K sh | Q1 2026 | |
| 19 | AMERICAN CENTURY COMPANIES INC | $98.7M | 2.9M | ▲+6.4% Added · +174K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $92.8M | 2.9M | ▼−23% Reduced · −855K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $90.5M | 2.7M | ▲+31% Added · +625K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $90.3M | 2.6M | ▲+4.9% Added · +123K sh | Q1 2026 | |
| 23 | NEW SOUTH CAPITAL MANAGEMENT INC | $82.7M | 2.4M | ▼−3.7% Reduced · −94K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $75.8M | 2.2M | ▲+8.9% Added · +181K sh | Q1 2026 | |
| 25 | Point72 Asset Management, L.P. | $69.5M | 2.0M | ▲+73% Added · +858K 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 4, 2026 | ASHKEN IAN G H | Director | Option exercise (M) | 7K | — |
| May 4, 2026 | ASHKEN IAN G H | Director | Other (J) | 7K | — |
| May 4, 2026 | ASHKEN IAN G H | Director | Other (J) | 7K | — |
| May 4, 2026 | ASHKEN IAN G H | Director | Option exercise (M) | 7K | — |
| May 4, 2026 | ASHKEN IAN G H | Director | Grant (A) | 3K | — |
| May 4, 2026 | ONEAL E STANLEY | Director | Option exercise (M) | 7K | — |
| May 4, 2026 | ONEAL E STANLEY | Director | Option exercise (M) | 7K | — |
| May 4, 2026 | ONEAL E STANLEY | Director | Grant (A) | 3K | — |
| May 4, 2026 | GOSS MICHAEL F | Director | Option exercise (M) | 7K | — |
| May 4, 2026 | GOSS MICHAEL F | Director | Option exercise (M) | 7K | — |
| May 4, 2026 | GOSS MICHAEL F | Director | Grant (A) | 3K | — |
| May 4, 2026 | Fraser Christopher T. | Director | Option exercise (M) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 149 funds | $58.7B |
| AMAZON.COM INCAMZN | 148 funds | $46.2B |
| ALPHABET INC-CL AGOOGL | 147 funds | $39.3B |
| NVIDIA CORPNVDA | 146 funds | $84.1B |
| META PLATFORMS INC-CLASS AMETA | 146 funds | $27.0B |
| ALPHABET INC-CL CGOOG | 146 funds | $26.1B |
| ELI LILLY & COLLY | 145 funds | $15.3B |
| VISA INC-CLASS A SHARESV | 145 funds | $11.9B |
| BROADCOM INCAVGO | 143 funds | $29.8B |
| APPLE INCAAPL | 142 funds | $69.0B |
| JPMORGAN CHASE & COJPM | 142 funds | $18.2B |
| MASTERCARD INC - AMA | 142 funds | $10.9B |
Ranked by how many of ESI'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 ESI. 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.