150 tracked 13F filers disclose a position in ESQ as of the latest SEC 13F filings, a combined $608.1M 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 | Mawer Investment Management Ltd. | $78.0M | 725K | ▼−9.4% Reduced · −75K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $59.2M | 550K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $42.0M | 353K | ▲+32% Added · +87K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $33.5M | 312K | →First observed position No prior filed position | Q1 2026 | |
| 5 | Copeland Capital Management, LLC | $35.3M | 297K | ▼−2.7% Reduced · −8K sh | Q2 2026 | |
| 6 | WASATCH ADVISORS LP | $34.8M | 292K | ▼−15% Reduced · −52K sh | Q2 2026 | |
| 7 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $28.9M | 269K | —Held | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $28.9M | 242K | ▲+7.8% Added · +17K sh | Q2 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $24.7M | 230K | ▼−2.6% Reduced · −6K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $21.6M | 201K | ▲+2.5% Added · +5K sh | Q1 2026 | |
| 11 | Langdon Equity Partners | $22.5M | 189K | ▲+35% Added · +49K sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $14.3M | 133K | ▲+103% Added · +67K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $12.8M | 119K | ▲+25% Added · +23K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.9M | 92K | →First observed position No prior filed position | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $9.4M | 88K | ▲+418% Added · +71K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $7.8M | 77K | ▼−2.2% Reduced · −2K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $7.7M | 72K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 18 | Granite Investment Partners, LLC | $7.3M | 61K | ▼~0% Reduced · −28 sh | Q2 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $6.0M | 56K | ▲+471% Added · +46K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.0M | 55K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $5.5M | 51K | ▲+21% Added · +9K sh | Q1 2026 | |
| 22 | FIRST MANHATTAN CO. LLC. | $5.2M | 48K | ▼−9.3% Reduced · −5K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $5.2M | 48K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Uniplan Investment Counsel, Inc. | $5.0M | 42K | ▲+67% Added · +17K sh | Q2 2026 | |
| 25 | Russell Investments Group, Ltd. | $4.3M | 40K | ▲+33% Added · +10K 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, 10 funds opened a new position in ESQ and 17 added to an existing one, while 16 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 72 funds | $34.5B |
| MICROSOFT CORPMSFT | 71 funds | $147.1B |
| AMAZON.COM INCAMZN | 69 funds | $103.6B |
| ALPHABET INC-CL AGOOGL | 69 funds | $75.7B |
| NVIDIA CORPNVDA | 68 funds | $217.0B |
| APPLE INCAAPL | 68 funds | $162.0B |
| UNITEDHEALTH GROUP INCUNH | 68 funds | $16.4B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $62.4B |
| ELI LILLY & COLLY | 67 funds | $44.2B |
| VISA INC-CLASS A SHARESV | 67 funds | $34.6B |
| COSTCO WHOLESALE CORPCOST | 67 funds | $19.7B |
| GENERAL ELECTRICGE | 67 funds | $17.6B |
Ranked by how many of ESQ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 30, 2026 | Mitzman Robert | Director | Sell (S) | 3K | $389K |
| Mar 19, 2026 | ZISES SELIG | Director | Sell (S) | 2K | $211K |
| Mar 19, 2026 | ZISES SELIG | Director | Sell (S) | 3K | $315K |
| Mar 19, 2026 | Powers Richard T | Director | Sell (S) | 2K | $242K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 1K | $107K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 3K | $322K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 2K | $214K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 2K | $161K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 9K | $910K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 2K | $211K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 2K | $212K |
| Mar 18, 2026 | ZISES SELIG | Director | Sell (S) | 2K | $158K |
Connected entities for ESQ
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/ESQ/capital-change-brief"
Use Arkolith's capital_change_brief for ESQ. 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 ESQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.