Who owns Escalade (ESCA)
Which tracked institutional funds hold ESCA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESCA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ESCA is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ESCA’s largest tracked holder by dollar value, Minerva Advisors LLC, sizes it at 6.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ESCA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 81 tracked filers holding ESCA, 31 increased or opened the position and 41 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ESCA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- AMERICAN CENTURY COMPANIES INC$812K
- STRS OHIO$631K
Largest adds
- Minerva Advisors LLC$906K
- DIMENSIONAL FUND ADVISORS LP$837K
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$789K
- North Star Investment Management Corp.$642K
- BlackRock, Inc.$583K
- Rehmann Capital Advisory Group$498K
Largest trims
- MORGAN STANLEY$561K
- CITADEL ADVISORS LLC$323K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Minerva Advisors LLC trimmed | 567,222 | $11M | 12.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 524,543 | $10M | 11.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 461,298 | $9M | 9.9% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 420,345 | $8M | 9.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 358,589 | $7M | 7.7% | 2026-Q2 |
| Rehmann Capital Advisory Group | 309,213 | $6M | 6.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 215,673 | $4M | 4.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 132,569 | $2M | 2.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 91,597 | $2M | 2.0% | 2026-Q2 |
| Mork Capital Management, LLC | 80,000 | $2M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 77,610 | $1M | 1.7% | 2026-Q2 |
| PEOPLES BANK /OH | 65,316 | $1M | 1.4% | 2026-Q2 |
| De Lisle Partners LLP | 64,296 | $1M | 1.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 61,705 | $1M | 1.3% | 2026-Q2 |
| Northstar Group, Inc. | 60,500 | $1M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 56,824 | $1M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 53,912 | $1M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 52,842 | $992K | 1.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 51,186 | $961K | 1.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 48,348 | $908K | 1.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 43,258 | $812K | 0.9% | 2026-Q2 |
| STRS OHIO new | 33,600 | $631K | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 24,800 | $466K | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 24,759 | $465K | 0.5% | 2026-Q2 |
| Advisor OS, LLC trimmed | 22,232 | $418K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 22,068 | $414K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,215 | $361K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 18,979 | $356K | 0.4% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 18,900 | $355K | 0.4% | 2026-Q2 |
| NOESIS CAPITAL MANGEMENT CORP new | 15,830 | $297K | 0.3% | 2026-Q2 |
| BAILARD, INC. added | 15,630 | $294K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,142 | $284K | 0.3% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 14,767 | $277K | 0.3% | 2026-Q2 |
| Nuveen, LLC | 14,629 | $275K | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 14,583 | $274K | 0.3% | 2026-Q2 |
| Trexquant Investment LP new | 13,645 | $256K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 13,411 | $252K | 0.3% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 13,000 | $244K | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. new | 11,062 | $208K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 8,288 | $156K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,183 | $154K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 7,124 | $134K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 6,913 | $130K | 0.1% | 2026-Q2 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 6,073 | $114K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 5,596 | $105K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 5,438 | $102K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,913 | $73K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,908 | $73K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,636 | $69K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,167 | $59K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,035 | $57K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 2,257 | $42K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,222 | $42K | 0.0% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 2,125 | $40K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 2,052 | $39K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,906 | $36K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,423 | $27K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,289 | $24K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 882 | $17K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 822 | $15K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 398 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 330 | $6K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 262 | $5K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 191 | $4K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 156 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 117 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 100 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 101 | $2K | 0.0% | 2026-Q2 |
| IFS Advisors, LLC | 100 | $2K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 56 | $1K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 55 | $1K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 53 | $995 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 48 | $903 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 44 | $827 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 33 | $620 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 24 | $451 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 15 | $282 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 15 | $282 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 11 | $207 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 1 | $19 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 1 | $19 | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 18,029 | $310K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 16,050 | $276K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Wealth added | 11,923 | $205K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 10,442 | $179K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 1,083 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 557 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 347 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Optiver Holding B.V. trimmed | 96 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 510,016 | $7M | 7.8% | 2025-Q4 stale (2 quarters behind) |
| Arete Wealth Advisors, LLC trimmed | 22,595 | $305K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| MCF Advisors LLC new | 500 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 321 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Torren Management, LLC new | 67 | $907 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Inspire Advisors, LLC trimmed | 21,140 | $266K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Cerity Partners LLC new | 12,043 | $151K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CANADA LIFE ASSURANCE Co trimmed | 949 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SIMPLEX TRADING, LLC added | 670 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,050 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.