Who owns ESGD
Which tracked institutional funds hold ESGD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESGD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 ESGD is one-sided between 2026-Q1 and 2026-Q2: 178 added or opened and 58 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
ESGD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ESGD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESGD 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 726 tracked filers holding ESGD, 373 increased or opened the position and 310 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 ESGD 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 16
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$80M
- Odyssey Group, LLC$23M
- Global Retirement Partners, LLC$16M
- CITADEL ADVISORS LLC$13M
- NewEdge Advisors, LLC$11M
- OLD MISSION CAPITAL LLC$8M
Full exits 27
- Betterment LLC$375M
- Acorns Advisers, LLC$151M
- HighTower Advisors, LLC$50M
- Olde Wealth Management, LLC$40M
- JANE STREET GROUP, LLC$36M
- LFA - Lugano Financial Advisors SA$22M
Largest adds
- FMR LLC$91M
- MORGAN STANLEY$87M
- JPMORGAN CHASE & CO$76M
- BANK OF AMERICA CORP /DE/$71M
- NORTHERN TRUST CORP$70M
- US BANCORP \DE\$53M
Largest trims
- GOLDMAN SACHS GROUP INC$48M
- ENVESTNET ASSET MANAGEMENT INC$16M
- Clearstead Advisors, LLC$14M
- Forefront Analytics, LLC$14M
- SPINNAKER TRUST$7M
- Ethic Inc.$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 9,455,930 | $972M | 12.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7,773,616 | $797M | 10.2% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 5,431,650 | $558M | 7.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,064,070 | $521M | 6.6% | 2026-Q2 |
| MORGAN STANLEY added | 4,873,244 | $501M | 6.4% | 2026-Q2 |
| FMR LLC added | 4,581,349 | $471M | 6.0% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 2,950,589 | $302M | 3.9% | 2026-Q2 |
| UBS Group AG added | 1,563,789 | $161M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,533,371 | $158M | 2.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,484,182 | $153M | 1.9% | 2026-Q2 |
| US BANCORP \DE\ added | 1,287,442 | $132M | 1.7% | 2026-Q2 |
| Wealthfront Advisers LLC added | 1,283,855 | $132M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,274,392 | $131M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,221,505 | $126M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,216,570 | $125M | 1.6% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 1,115,547 | $115M | 1.5% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,058,614 | $109M | 1.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 975,966 | $100M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 973,616 | $100M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 945,480 | $97M | 1.2% | 2026-Q2 |
| SPINNAKER TRUST trimmed | 907,376 | $93M | 1.2% | 2026-Q2 |
| BlackRock, Inc. added | 870,465 | $89M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 846,705 | $87M | 1.1% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 775,300 | $80M | 1.0% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 656,526 | $67M | 0.9% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 632,314 | $65M | 0.8% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 615,682 | $63M | 0.8% | 2026-Q2 |
| Creative Planning added | 597,951 | $61M | 0.8% | 2026-Q2 |
| M&T Bank Corp added | 557,789 | $57M | 0.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 523,178 | $50M | 0.6% | 2026-Q2 |
| Ellevest, Inc. added | 519,661 | $24M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 509,934 | $52M | 0.7% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 492,111 | $51M | 0.6% | 2026-Q2 |
| IMPACTfolio, LLC added | 430,343 | $44M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 375,979 | $39M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 375,356 | $39M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 356,409 | $37M | 0.5% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 346,929 | $36M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 317,756 | $33M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 314,863 | $32M | 0.4% | 2026-Q2 |
| High Note Wealth, LLC trimmed | 313,173 | $32M | 0.4% | 2026-Q2 |
| Composition Wealth, LLC added | 310,104 | $32M | 0.4% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 297,816 | $31M | 0.4% | 2026-Q2 |
| AlTi Global, Inc. added | 289,260 | $30M | 0.4% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 282,212 | $29M | 0.4% | 2026-Q2 |
| EASTERN BANK trimmed | 280,489 | $29M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 269,484 | $27M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 261,607 | $27M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 257,039 | $26M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 251,429 | $26M | 0.3% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 249,137 | $26M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. added | 241,378 | $25M | 0.3% | 2026-Q2 |
| Stanich Group LLC added | 232,994 | $24M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 226,326 | $23M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 225,764 | $23M | 0.3% | 2026-Q2 |
| Odyssey Group, LLC new | 220,180 | $23M | 0.3% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 203,791 | $21M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 195,241 | $20M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 191,817 | $20M | 0.3% | 2026-Q2 |
| FinArc Investments, Inc. trimmed | 186,142 | $19M | 0.2% | 2026-Q2 |
| Windsor Capital Management, LLC added | 177,687 | $18M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 172,727 | $18M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 171,088 | $18M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 163,989 | $17M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 156,526 | $16M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 153,209 | $16M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 146,928 | $15M | 0.2% | 2026-Q2 |
| Shira Ridge Wealth Management trimmed | 135,088 | $14M | 0.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 132,543 | $14M | 0.2% | 2026-Q2 |
| Wealth Architects, LLC added | 132,123 | $14M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 126,104 | $13M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 123,195 | $13M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 118,838 | $12M | 0.2% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 116,875 | $12M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 115,954 | $12M | 0.2% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC trimmed | 113,018 | $12M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 111,208 | $11M | 0.1% | 2026-Q2 |
| Impact Investors, Inc trimmed | 110,574 | $11M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 109,170 | $11M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 106,479 | $11M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 105,989 | $11M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 104,788 | $11M | 0.1% | 2026-Q2 |
| Forefront Analytics, LLC trimmed | 104,247 | $11M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 104,183 | $11M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 102,299 | $11M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 99,054 | $10M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 98,140 | $10M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 96,757 | $10M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 95,969 | $10M | 0.1% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 90,566 | $9M | 0.1% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 89,199 | $9M | 0.1% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 84,064 | $9M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 79,580 | $8M | 0.1% | 2026-Q2 |
| Apella Capital, LLC added | 78,962 | $8M | 0.1% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 78,697 | $8M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 76,512 | $8M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 76,196 | $8M | 0.1% | 2026-Q2 |
| Xena Financial Planning, LLC added | 75,138 | $8M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 74,537 | $8M | 0.1% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 74,525 | $8M | 0.1% | 2026-Q2 |
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.