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/ESS/capital-change-brief"
Use Arkolith's capital_change_brief for ESS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.8B | 7.3M | ▲+4.4% Added · +306K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.3B | 5.2M | ▼−0.4% Reduced · −22K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $810.4M | 3.3M | ▼−0.3% Reduced · −10K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $464.1M | 1.9M | ▲+2.7% Added · +51K sh | Q1 2026 | |
| 7 | PRINCIPAL FINANCIAL GROUP INC | $403.7M | 1.7M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $241.0M | 996K | ▲+6.1% Added · +57K sh | Q1 2026 | |
| 9 | Daiwa Securities Group Inc. | $223.8M | 925K | ▼−16% Reduced · −181K sh | Q1 2026 | |
| 10 | Legal & General Group Plc | $218.5M | 903K | ▼−5.0% Reduced · −48K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $214.8M | 888K | ▲+4.7% Added · +40K sh | Q1 2026 | |
| 12 | NORGES BANK | $230.7M | 882K | ▲+4.3% Added · +37K sh | Q4 2025 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $210.5M | 850K | ▼−4.3% Reduced · −38K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $204.3M | 844K | ▼−7.5% Reduced · −69K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $203.5M | 841K | ▼−12% Reduced · −117K sh | Q1 2026 | |
| 16 | RUSH ISLAND MANAGEMENT, LP | $195.5M | 808K | ▲+27% Added · +171K sh | Q1 2026 | |
| 17 | Resolution Capital Ltd | $162.9M | 673K | ▼−1.7% Reduced · −12K sh | Q1 2026 | |
| 18 | ProShare Advisors LLC | $158.8M | 656K | ▲+5.9% Added · +37K sh | Q1 2026 | |
| 19 | Boston Partners | $147.6M | 610K | ▼−4.2% Reduced · −27K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $132.0M | 544K | ▼−17% Reduced · −109K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $123.0M | 508K | ▼−5.5% Reduced · −29K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $117.0M | 484K | ▲+1.7% Added · +8K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $112.4M | 464K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 24 | JACOBS LEVY EQUITY MANAGEMENT, INC | $102.6M | 424K | ▼−2.8% Reduced · −12K sh | Q1 2026 | |
| 25 | Quantinno Capital Management LP | $92.2M | 381K | ▲+43% Added · +114K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2026 | Kasaris Mary | Director | Sell (S) | 600 | $168K |
| May 12, 2026 | Kasaris Mary | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | Johnson Amal M | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | HAWTHORNE MARIA R | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | GUST ANNE B | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | LYONS IRVING F III | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | GUERICKE KEITH R | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | Arabia John V | Director | Grant (A) | 633 | $0 |
| May 12, 2026 | MARCUS GEORGE M | Director | Grant (A) | 1K | $0 |
| Feb 18, 2026 | Kleiman Angela L. | President and CEO | Tax withholding (F) | 481 | $123K |
| Feb 18, 2026 | Pak Barbara | Executive Vice President & CFO | Tax withholding (F) | 206 | $53K |
| Feb 18, 2026 | Morrison Anne | EVP, CAO & General Counsel | Tax withholding (F) | 89 | $23K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 209 funds | $68.0B |
| MICROSOFT CORPMSFT | 208 funds | $246.1B |
| META PLATFORMS INC-CLASS AMETA | 208 funds | $103.5B |
| ALPHABET INC-CL AGOOGL | 207 funds | $158.3B |
| BROADCOM INCAVGO | 207 funds | $135.4B |
| MICRON TECHNOLOGY INCMU | 207 funds | $34.1B |
| NVIDIA CORPNVDA | 206 funds | $357.9B |
| AMAZON.COM INCAMZN | 206 funds | $183.4B |
| APPLE INCAAPL | 204 funds | $272.3B |
| COSTCO WHOLESALE CORPCOST | 204 funds | $38.9B |
| NETFLIX INCNFLX | 204 funds | $38.8B |
| JPMORGAN CHASE & COJPM | 202 funds | $67.3B |
Ranked by how many of ESS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.