| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | $10.5M | 800K | ▲+37% Added · +215K sh | Q1 2026 | |
| 2 | HUNTINGTON NATIONAL BANK | $8.7M | 664K | ▼−2.2% Reduced · −15K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $8.6M | 657K | ▼−4.3% Reduced · −29K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $7.7M | 587K | ▲New +587K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $4.6M | 349K | ▼−3.9% Reduced · −14K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $3.8M | 287K | ▲+5.5% Added · +15K sh | Q1 2026 | |
| 7 | MARSHALL WACE, LLP | $3.8M | 286K | ▲New +286K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $3.3M | 249K | ▲+244% Added · +176K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $3.1M | 236K | ▲+19% Added · +37K sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $2.9M | 218K | ▲+221% Added · +150K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $2.1M | 156K | ▲+19% Added · +24K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $2.0M | 152K | ▲New +152K sh | Q1 2026 | |
| 13 | LOS ANGELES CAPITAL MANAGEMENT LLC | $1.7M | 126K | ▲New +126K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $1.6M | 122K | ▼−36% Reduced · −70K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $1.5M | 112K | ▲+0.3% Added · +378 sh | Q1 2026 | |
| 16 | ARDSLEY ADVISORY PARTNERS LP | $1.9M | 100K | —Held | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $1.2M | 91K | ▲+583% Added · +77K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $1.2M | 89K | ▲+478% Added · +73K sh | Q1 2026 | |
| 19 | BNP PARIBAS FINANCIAL MARKETS | $1.2M | 88K | ▲+3.7% Added · +3K sh | Q1 2026 | |
| 20 | SEI INVESTMENTS CO | $1.1M | 87K | ▲New +87K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $1.1M | 82K | ▲New +82K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $1.0M | 77K | ▲New +77K sh | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $923K | 70K | ▲New +70K sh | Q1 2026 | |
| 24 | Walleye Capital LLC | $922K | 70K | ▲New +70K sh | Q1 2026 | |
| 25 | Russell Investments Group, Ltd. | $885K | 67K | ▲69× Added · +66K 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 29 funds | $7.2B |
| APPLE INCAAPL | 28 funds | $14.3B |
| MICROSOFT CORPMSFT | 28 funds | $10.2B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 28 funds | $4.6B |
| ELI LILLY & COLLY | 28 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 28 funds | $2.1B |
| RTX CORPRTX | 28 funds | $1.8B |
| LAM RESEARCH CORPLRCX | 28 funds | $1.5B |
| ORACLE CORPORCL | 28 funds | $1.3B |
| ROSS STORES INCROST | 28 funds | $1.2B |
Ranked by how many of ESOA's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.