420 tracked 13F filers disclose a position in ESI as of the latest SEC 13F filings, a combined $7.7B 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. | $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 | →First observed position No prior filed position | 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 | →First observed position No prior filed position | 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 | $362.6M | 7.6M | ▲+3.9% Added · +287K sh | Q2 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $296.2M | 6.2M | ▲+19% Added · +980K sh | Q2 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $126.3M | 5.1M | ▲+45% Added · +1.6M sh | Q1 2026 | |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $149.1M | 4.4M | ▼−6.7% Reduced · −313K sh | Q1 2026 | |
| 14 | LOCUST WOOD CAPITAL ADVISERS, LLC | $168.8M | 3.5M | ▼−20% Reduced · −884K sh | Q2 2026 | |
| 15 | SCOPUS ASSET MANAGEMENT, L.P. | $105.9M | 3.1M | ▼−6.6% Reduced · −218K sh | Q1 2026 | |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $107.1M | 3.0M | ▲+51% Added · +1.0M sh | Q1 2026 | |
| 17 | JENNISON ASSOCIATES LLC | $101.7M | 3.0M | ▲+37% Added · +799K sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $98.7M | 2.9M | ▲+6.4% Added · +174K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $92.8M | 2.9M | ▼−23% Reduced · −855K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $90.5M | 2.7M | ▲+31% Added · +625K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $90.3M | 2.6M | ▲+4.9% Added · +123K sh | Q1 2026 | |
| 22 | NEW SOUTH CAPITAL MANAGEMENT INC | $108.9M | 2.3M | ▼−5.8% Reduced · −142K sh | Q2 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $75.8M | 2.2M | ▲+8.9% Added · +181K sh | Q1 2026 | |
| 24 | Point72 Asset Management, L.P. | $69.5M | 2.0M | ▲+73% Added · +858K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $65.7M | 1.9M | ▼−7.2% Reduced · −149K 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, 6 funds opened a new position in ESI and 24 added to an existing one, while 33 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 | 228 funds | $259.4B |
| AMAZON.COM INCAMZN | 226 funds | $199.1B |
| NVIDIA CORPNVDA | 225 funds | $387.6B |
| ALPHABET INC-CL CGOOG | 222 funds | $118.4B |
| ALPHABET INC-CL AGOOGL | 221 funds | $164.3B |
| APPLE INCAAPL | 218 funds | $284.4B |
| META PLATFORMS INC-CLASS AMETA | 218 funds | $115.7B |
| ELI LILLY & COLLY | 216 funds | $75.5B |
| VISA INC-CLASS A SHARESV | 215 funds | $63.6B |
| BROADCOM INCAVGO | 214 funds | $149.7B |
| JPMORGAN CHASE & COJPM | 212 funds | $62.2B |
| CHEVRON CORPCVX | 208 funds | $29.6B |
Ranked by how many of ESI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 24, 2026 | Gliklich Benjamin | CEO, Director | Sell (S) | 170K | $6.3M |
| Feb 23, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | Sell (S) | 98K | $3.4M |
| Feb 20, 2026 | ONEAL E STANLEY | Director | Sell (S) | 144K | $5.1M |
| Feb 20, 2026 | ONEAL E STANLEY | Director | Sell (S) | 29K | $1.0M |
| Feb 20, 2026 | ONEAL E STANLEY | Director | Sell (S) | 29K | $1.0M |
| Dec 12, 2025 | Liebowitz Matthew | President, Specialties | Sell (S) | 37K | $984K |
| Nov 5, 2025 | ASHKEN IAN G H | Director | Sell (S) | 292K | $7.9M |
| Sep 18, 2025 | Capps John Edward | EVP, General Counsel & Sec. | Sell (S) | 78K | $2.1M |
| Sep 18, 2025 | Gliklich Benjamin | President and CEO, Director | Sell (S) | 118K | $3.1M |
| Sep 18, 2025 | Dorman Carey J. | EVP, CFO | Sell (S) | 41K | $1.1M |
| Sep 17, 2025 | Liebowitz Matthew | EVP, Strategy and Head of I&S | Sell (S) | 50K | $1.3M |
| Mar 19, 2025 | FRANKLIN MARTIN E | Director | Sell (S) | 1.6M | $42.0M |
Connected entities for ESI
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.
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.