Who owns Escalade, Incorporated (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-Q1 13F filings (latest filed 2026-05-21). 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 2025-Q4 and 2026-Q1: 16 added or opened and 1 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, THOROUGHBRED FINANCIAL SERVICES, LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp 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 2025-Q4 and 2026-Q1, across 83 tracked filers holding ESCA, 39 increased or opened the position and 34 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 3
- VANGUARD CAPITAL MANAGEMENT LLC$7M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$881K
Full exits 1
- VANGUARD GROUP INC$7M
Largest adds
- Minerva Advisors LLC$2M
- BlackRock, Inc.$2M
- DIMENSIONAL FUND ADVISORS LP$2M
- North Star Investment Management Corp.$1M
- Rehmann Capital Advisory Group$1M
- GEODE CAPITAL MANAGEMENT, LLC$846K
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 | 567,621 | $10M | 10.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 539,781 | $9M | 9.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 455,789 | $8M | 8.0% | 2026-Q1 |
| North Star Investment Management Corp. trimmed | 422,345 | $7M | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 397,937 | $7M | 7.0% | 2026-Q1 |
| Rehmann Capital Advisory Group | 309,213 | $5M | 5.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 223,710 | $4M | 4.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 135,823 | $2M | 2.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 92,164 | $2M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 90,458 | $2M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 83,510 | $1M | 1.5% | 2026-Q1 |
| Mork Capital Management, LLC | 80,000 | $1M | 1.4% | 2026-Q1 |
| PEOPLES BANK /OH | 65,316 | $1M | 1.2% | 2026-Q1 |
| De Lisle Partners LLP trimmed | 64,296 | $1M | 1.1% | 2026-Q1 |
| Northstar Group, Inc. trimmed | 60,500 | $1M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 58,844 | $1M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 51,299 | $881K | 0.9% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 41,808 | $718K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 35,393 | $608K | 0.6% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 32,675 | $561K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 25,475 | $437K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 25,087 | $431K | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 24,701 | $424K | 0.4% | 2026-Q1 |
| Advisor OS, LLC new | 22,595 | $388K | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 21,539 | $370K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,986 | $360K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 20,033 | $344K | 0.4% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 18,100 | $311K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 18,029 | $310K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 16,050 | $276K | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 15,430 | $265K | 0.3% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 15,359 | $264K | 0.3% | 2026-Q1 |
| Nuveen, LLC | 14,629 | $251K | 0.3% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC added | 12,855 | $221K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 12,381 | $213K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 11,923 | $205K | 0.2% | 2026-Q1 |
| BAILARD, INC. new | 11,430 | $196K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,442 | $179K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 8,140 | $140K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 7,332 | $126K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 6,018 | $103K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 5,836 | $100K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,452 | $94K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,897 | $84K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,860 | $83K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,178 | $73K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,036 | $52K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,035 | $52K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 2,521 | $43K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,309 | $40K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 2,257 | $39K | 0.0% | 2026-Q1 |
| FMR LLC added | 2,197 | $38K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,194 | $38K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,906 | $33K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,083 | $19K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 882 | $15K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 838 | $14K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 822 | $14K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 557 | $10K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 553 | $9K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 474 | $8K | 0.0% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 347 | $6K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 329 | $6K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 338 | $6K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 335 | $6K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 262 | $4K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP | 100 | $2K | 0.0% | 2026-Q1 |
| IFS Advisors, LLC | 100 | $2K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 96 | $2K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 218 | $1K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 56 | $962 | 0.0% | 2026-Q1 |
| Essential Partners LLC | 55 | $944 | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 53 | $910 | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 48 | $825 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 33 | $567 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 28 | $481 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 15 | $258 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 8 | $138 | 0.0% | 2026-Q1 |
| MAI Capital Management added | 5 | $86 | 0.0% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1,120,994 | $17M | 17.6% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 510,016 | $7M | 7.1% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC trimmed | 22,595 | $305K | 0.3% | 2025-Q4 stale |
| Inspire Advisors, LLC trimmed | 21,140 | $266K | 0.3% | 2025-Q3 stale |
| HOHIMER WEALTH MANAGEMENT, LLC added | 13,343 | $204K | 0.2% | 2025-Q1 stale |
| Cerity Partners LLC new | 12,043 | $151K | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 4,899 | $75K | 0.1% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,050 | $29K | 0.0% | 2025-Q2 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 1,267 | $19K | 0.0% | 2025-Q1 stale |
| CANADA LIFE ASSURANCE Co trimmed | 949 | $12K | 0.0% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 670 | $8K | 0.0% | 2025-Q3 stale |
| MCF Advisors LLC new | 500 | $7K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 321 | $4K | 0.0% | 2025-Q4 stale |
| Arax Advisory Partners new | 310 | $4K | 0.0% | 2025-Q3 stale |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | $3K | 0.0% | 2025-Q2 stale |
| SIGNATUREFD, LLC new | 142 | $2K | 0.0% | 2025-Q1 stale |
| Torren Management, LLC new | 67 | $907 | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 56 | $755 | 0.0% | 2025-Q4 stale |
| Smartleaf Asset Management LLC trimmed | 55 | $738 | 0.0% | 2025-Q4 stale |
| Archer Investment Corp | 51 | $642 | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 30 | $405 | 0.0% | 2025-Q4 stale |
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.