Among active 13F managers last quarter, 11 opened and 8 added, while 9 reduced; the largest holder to move was Renaissance Technologies LLC (−0.1%). Over the last 180 days, 4 insiders sold and none bought, a net -$728K in open-market trades.
The legs disagree, or only one of them leans.
68 tracked 13F filers disclose a position in ESP as of the latest SEC 13F filings, a combined $67.0M 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. | 116K | $7.8M | ▲11× Added · +106K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 103K | $5.7M | ▼−0.1% Reduced · −100 sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 98K | $6.6M | ▲+15% Added · +13K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 94K | $5.2M | ▼−5.6% Reduced · −6K sh | Q1 2026 | |
| 5 | Arrowstreet Capital, Limited Partnership | 62K | $3.4M | —Held | Q1 2026 | |
| 6 | De Lisle Partners LLP | 56K | $3.8M | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 56K | $3.7M | ▲+127% Added · +31K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 53K | $2.9M | ▲+46% Added · +17K sh | Q1 2026 | |
| 9 | O'shaughnessy Asset Management, LLC | 34K | $2.3M | ▲+11% Added · +3K sh | Q2 2026 | |
| 10 | Millennium Management LLC | 28K | $1.5M | ▲New +28K sh | Q1 2026 | |
| 11 | Ritholtz Wealth Management | 26K | $1.8M | ▲+9.6% Added · +2K sh | Q2 2026 | |
| 12 | Two Sigma Investments, LP | 26K | $1.4M | ▲+29% Added · +6K sh | Q1 2026 | |
| 13 | State Street Corp | 25K | $1.7M | ▲+130% Added · +14K sh | Q2 2026 | |
| 14 | Sei Investments Co | 25K | $1.4M | ▲New +25K sh | Q1 2026 | |
| 15 | Informed Momentum Co LLC | 20K | $1.3M | ▼−3.9% Reduced · −810 sh | Q2 2026 | |
| 16 | Sidoxia Capital Management, LLC | 19K | $1.3M | ▲+1.0% Added · +184 sh | Q2 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 16K | $1.1M | ▲+24% Added · +3K sh | Q2 2026 | |
| 18 | Vanguard Portfolio Management LLC | 16K | $1.1M | ▲New +16K sh | Q2 2026 | |
| 19 | SummerHaven Investment Management, LLC | 16K | $1.1M | —Held | Q2 2026 | |
| 20 | Wells Fargo & Company | 16K | $859K | ▼−22% Reduced · −5K sh | Q1 2026 | |
| 21 | Naples Global Advisors, LLC | 15K | $1.0M | ▲+2.7% Added · +397 sh | Q2 2026 | |
| 22 | Man Group plc | 12K | $832K | ▲+14% Added · +2K sh | Q2 2026 | |
| 23 | Sage Investment Advisers LLC | 12K | $825K | ▼−15% Reduced · −2K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | 12K | $661K | ▼−0.9% Reduced · −111 sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 11K | $594K | ▲New +11K 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, 11 funds opened a new position in ESP and 8 added to an existing one, while 9 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 | 34 funds | $26.3B |
| Nvidia CorpNVDA | 33 funds | $35.9B |
| Apple IncAAPL | 33 funds | $28.8B |
| Alphabet Inc-CL AGOOGL | 33 funds | $18.5B |
| Visa Inc-Class A SharesV | 32 funds | $3.2B |
| Amazon.com IncAMZN | 31 funds | $22.7B |
| Alphabet Inc-CL CGOOG | 31 funds | $12.9B |
| Eli Lilly & CoLLY | 31 funds | $5.8B |
| Costco Wholesale CorpCOST | 31 funds | $4.8B |
| JPMorgan Chase & CoJPM | 31 funds | $4.5B |
| Chevron CorpCVX | 31 funds | $3.6B |
| Broadcom IncAVGO | 30 funds | $16.2B |
Ranked by how many of ESP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ESP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | Helmetag Carl | Director | Sell (S) 23 lots, same day | 1K | $64K |
| Jun 23, 2026 | Corr Paul J | Director | Sell (S) 25 lots, same day | 3K | $168K |
| Jun 22, 2026 | Pickering Jennifer Michele | CHRO & Corporate Secretary | Sell (S) | 3K | $158K |
| Jun 22, 2026 | Oneil David A | President & CEO, Director | Sell (S) | 3K | $169K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 20 | 14 | – |
Insiders Form 4 open-market | 0 | 4 | -$728K |
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 ESP
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/ESP/capital-change-brief"
Use Arkolith's capital_change_brief for ESP. 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 ESP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.