60 tracked 13F filers disclose a position in ESP as of the latest SEC 13F filings, a combined $46.4M 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 | RENAISSANCE TECHNOLOGIES LLC | $5.7M | 103K | ▼−0.1% Reduced · −100 sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $5.2M | 94K | ▼−5.6% Reduced · −6K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $4.7M | 85K | →First observed position No prior filed position | Q1 2026 | |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.4M | 62K | —Held | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $2.9M | 53K | ▲+46% Added · +17K sh | Q1 2026 | |
| 6 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 31K | ▲+15% Added · +4K sh | Q1 2026 | |
| 7 | MILLENNIUM MANAGEMENT LLC | $1.5M | 28K | ▲New +28K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $1.4M | 26K | ▲+29% Added · +6K sh | Q1 2026 | |
| 9 | SEI INVESTMENTS CO | $1.4M | 25K | ▲New +25K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $1.4M | 24K | ▼−1.0% Reduced · −238 sh | Q1 2026 | |
| 11 | RITHOLTZ WEALTH MANAGEMENT | $1.3M | 24K | ▲+35% Added · +6K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $1.1M | 20K | ▲New +20K sh | Q1 2026 | |
| 13 | Sidoxia Capital Management, LLC | $1.3M | 19K | ▲+1.0% Added · +184 sh | Q2 2026 | |
| 14 | SummerHaven Investment Management, LLC | $1.1M | 16K | —Held | Q2 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $859K | 16K | ▼−22% Reduced · −5K sh | Q1 2026 | |
| 16 | NAPLES GLOBAL ADVISORS, LLC | $1.0M | 15K | ▲+2.7% Added · +397 sh | Q2 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $725K | 13K | →First observed position No prior filed position | Q1 2026 | |
| 18 | Sage Investment Advisers LLC | $825K | 12K | ▼−15% Reduced · −2K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | $661K | 12K | ▼−0.9% Reduced · −111 sh | Q1 2026 | |
| 20 | STATE STREET CORP | $604K | 11K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 21 | Man Group plc | $600K | 11K | ▲+66% Added · +4K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $594K | 11K | ▲New +11K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $564K | 10K | ▲+4.5% Added · +439 sh | Q1 2026 | |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | $646K | 10K | ▼−9.4% Reduced · −1K sh | Q2 2026 | |
| 25 | MARSHALL WACE, LLP | $522K | 9K | ▼−62% Reduced · −15K 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, 8 funds opened a new position in ESP and 7 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 14 funds | $6.9B |
| MICROSOFT CORPMSFT | 14 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 14 funds | $4.1B |
| BROADCOM INCAVGO | 14 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.2B |
| COSTCO WHOLESALE CORPCOST | 14 funds | $1.5B |
| ELI LILLY & COLLY | 14 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 14 funds | $1.4B |
| EXXON MOBIL CORPXOM | 14 funds | $1.2B |
| UNITEDHEALTH GROUP INCUNH | 14 funds | $1.1B |
Ranked by how many of ESP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 2 | $127 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 5 | $316 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 5 | $316 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 5 | $316 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 5 | $320 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 5 | $320 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 5 | $320 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 10 | $639 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 10 | $640 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 15 | $959 |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 20 | $1K |
| Jun 24, 2026 | HELMETAG CARL | Director | Sell (S) | 22 | $1K |
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.