Among active 13F managers last quarter, 15 opened and 17 added, while 16 reduced; the largest holder to move was Marshall Wace, LLP (new position). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$3.7M in open-market trades.
The legs disagree, or only one of them leans.
106 tracked 13F filers disclose a position in ESOA as of the latest SEC 13F filings, a combined $131.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 836K | $16.2M | ▲+27% Added · +179K sh | Q2 2026 | |
| 2 | Needham Investment Management LLC | 800K | $15.5M | —Held | Q2 2026 | |
| 3 | Huntington National Bank | 664K | $12.8M | —Held | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 612K | $11.8M | ▲+4.4% Added · +26K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 356K | $6.9M | ▲+24% Added · +69K sh | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 349K | $4.6M | ▼−3.9% Reduced · −14K sh | Q1 2026 | |
| 7 | Marshall Wace, LLP | 286K | $3.8M | ▲New +286K sh | Q1 2026 | |
| 8 | State Street Corp | 270K | $5.2M | ▲+14% Added · +34K sh | Q2 2026 | |
| 9 | Two Sigma Investments, LP | 249K | $3.3M | ▲+244% Added · +176K sh | Q1 2026 | |
| 10 | Renaissance Technologies LLC | 218K | $2.9M | ▲+221% Added · +150K sh | Q1 2026 | |
| 11 | Algert Global LLC | 183K | $3.5M | ▼−22% Reduced · −51K sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | 156K | $2.1M | ▲+19% Added · +24K sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | 152K | $2.0M | ▲New +152K sh | Q1 2026 | |
| 14 | American Century Companies Inc | 122K | $1.6M | ▼−36% Reduced · −70K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 112K | $1.5M | ▲+0.3% Added · +378 sh | Q1 2026 | |
| 16 | Vanguard Portfolio Management LLC | 110K | $2.1M | ▲+56% Added · +39K sh | Q2 2026 | |
| 17 | Walleye Capital LLC | 108K | $2.1M | ▲+54% Added · +38K sh | Q2 2026 | |
| 18 | Ardsley Advisory Partners LP | 100K | $1.9M | —Held | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 96K | $1.9M | ▲+17% Added · +14K sh | Q2 2026 | |
| 20 | Bank Of America Corp | 91K | $1.2M | ▲+583% Added · +77K sh | Q1 2026 | |
| 21 | Nuveen, LLC | 89K | $1.2M | ▲+478% Added · +73K sh | Q1 2026 | |
| 22 | BNP Paribas Financial Markets | 88K | $1.2M | ▲+3.7% Added · +3K sh | Q1 2026 | |
| 23 | Sei Investments Co | 87K | $1.1M | ▲New +87K sh | Q1 2026 | |
| 24 | Los Angeles Capital Management LLC | 86K | $1.7M | ▼−32% Reduced · −40K sh | Q2 2026 | |
| 25 | Qube Research & Technologies Ltd | 77K | $1.0M | ▲New +77K 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, 15 funds opened a new position in ESOA and 17 added to an existing one, while 16 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 55 funds | $79.9B |
| Alphabet Inc-CL AGOOGL | 54 funds | $69.4B |
| Apple IncAAPL | 53 funds | $105.7B |
| Amazon.com IncAMZN | 53 funds | $66.2B |
| Eli Lilly & CoLLY | 53 funds | $32.5B |
| Visa Inc-Class A SharesV | 53 funds | $21.1B |
| Nvidia CorpNVDA | 52 funds | $148.1B |
| Alphabet Inc-CL CGOOG | 52 funds | $45.2B |
| Advanced Micro DevicesAMD | 52 funds | $30.8B |
| JPMorgan Chase & CoJPM | 52 funds | $22.4B |
| Lam Research CorpLRCX | 52 funds | $18.2B |
| General ElectricGE | 52 funds | $13.4B |
Ranked by how many of ESOA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ESOA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Reynolds Douglas V | President, Director, 10% Owner | Buy (P) | 6K | $98K |
| Jun 1, 2026 | Reynolds Marshall T | Director | Sell (S) | 35K | $525K |
| May 29, 2026 | Reynolds Marshall T | Director | Sell (S) | 65K | $1.0M |
| May 28, 2026 | Reynolds Marshall T | Director | Sell (S) | 43K | $706K |
| May 27, 2026 | Reynolds Marshall T | Director | Sell (S) | 57K | $976K |
| May 27, 2026 | Prince Mark | Director | Sell (S) | 33K | $587K |
| Mar 20, 2026 | Reynolds Douglas V | President, Director, 10% Owner | Buy (P) | 5K | $64K |
| Mar 19, 2026 | Reynolds Douglas V | President, Director, 10% Owner | Buy (P) | 2K | $20K |
| Dec 19, 2025 | Reynolds Douglas V | President, Director, 10% Owner | Buy (P) | 4K | $32K |
| Dec 18, 2025 | Reynolds Douglas V | President, Director, 10% Owner | Buy (P) | 3K | $22K |
| Dec 17, 2025 | Reynolds Marshall T | Director | Sell (S) | 100K | $837K |
| Dec 17, 2025 | Reynolds Douglas V | President, Director, 10% Owner | Buy (P) | 3K | $22K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 40 | 28 | – |
Insiders Form 4 open-market | 1 | 2 | -$3.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ESOA
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/ESOA/capital-change-brief"
Use Arkolith's capital_change_brief for ESOA. 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 ESOA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.