Who owns ESGD (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-Q1 13F filings. 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
106 tracked funds added or opened ESGD while 74 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 738 tracked filers holding ESGD, 345 increased or opened the position and 287 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 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 20
- TIAA Wealth Investment Management LLC$266M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$101M
- FinArc Investments, Inc.$18M
- Ethic Inc.$6M
- CANANDAIGUA NATIONAL CORP$4M
- Klaas Financial Asset Advisors, LLC$3M
Full exits 19
- CITADEL ADVISORS LLC$36M
- Global Retirement Partners, LLC$14M
- Clarius Group, LLC$13M
- Litman Gregory Wealth Management LLC$12M
- NewEdge Advisors, LLC$8M
- Quent Long Short Global Small Cap Fund, LP$6M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$86M
- M&T Bank Corp$42M
- FMR LLC$35M
- GOLDMAN SACHS GROUP INC$34M
- UBS Group AG$32M
- Clearstead Advisors, LLC$25M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$381M
- BANK OF AMERICA CORP /DE/$120M
- Empower Advisory Group, LLC$101M
- JANE STREET GROUP, LLC$96M
- JPMORGAN CHASE & CO$48M
- FLOW TRADERS U.S. LLC$42M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 9,421,820 | $901M | 11.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 7,788,801 | $721M | 9.3% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 5,474,027 | $523M | 6.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 4,711,100 | $450M | 5.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,330,948 | $414M | 5.3% | 2026-Q1 |
| FMR LLC added | 3,973,464 | $380M | 4.9% | 2026-Q1 |
| Betterment LLC trimmed | 3,918,891 | $375M | 4.8% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 2,874,555 | $266M | 3.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,814,697 | $174M | 2.2% | 2026-Q1 |
| Acorns Advisers, LLC trimmed | 1,578,342 | $151M | 1.9% | 2026-Q1 |
| UBS Group AG added | 1,546,466 | $148M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,521,293 | $145M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,482,809 | $142M | 1.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,432,910 | $137M | 1.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,234,641 | $118M | 1.5% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 1,208,522 | $116M | 1.5% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,111,041 | $106M | 1.4% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,059,587 | $101M | 1.3% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 1,047,931 | $100M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,003,439 | $96M | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 947,377 | $91M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 907,428 | $87M | 1.1% | 2026-Q1 |
| BlackRock, Inc. added | 853,371 | $82M | 1.1% | 2026-Q1 |
| US BANCORP \DE\ added | 833,783 | $79M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 819,887 | $78M | 1.0% | 2026-Q1 |
| Fiduciary Trust Co added | 643,821 | $62M | 0.8% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 624,015 | $60M | 0.8% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 619,047 | $59M | 0.8% | 2026-Q1 |
| Creative Planning added | 595,730 | $57M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 522,218 | $50M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 488,801 | $47M | 0.6% | 2026-Q1 |
| M&T Bank Corp added | 449,387 | $43M | 0.6% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 439,002 | $42M | 0.5% | 2026-Q1 |
| Olde Wealth Management, LLC added | 423,213 | $40M | 0.5% | 2026-Q1 |
| IMPACTfolio, LLC added | 420,121 | $40M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 381,632 | $36M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 369,066 | $35M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 368,679 | $35M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 353,077 | $34M | 0.4% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. trimmed | 335,830 | $32M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 318,854 | $30M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 318,634 | $30M | 0.4% | 2026-Q1 |
| High Note Wealth, LLC trimmed | 314,519 | $30M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC added | 303,573 | $29M | 0.4% | 2026-Q1 |
| EASTERN BANK added | 298,727 | $29M | 0.4% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 290,163 | $28M | 0.4% | 2026-Q1 |
| AlTi Global, Inc. added | 285,644 | $27M | 0.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 281,817 | $27M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 262,174 | $25M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 259,032 | $25M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 255,607 | $24M | 0.3% | 2026-Q1 |
| Forefront Analytics, LLC added | 254,427 | $24M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 249,821 | $24M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 244,683 | $23M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 243,261 | $23M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 231,547 | $22M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 238,877 | $22M | 0.3% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA | 229,552 | $22M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 219,808 | $21M | 0.3% | 2026-Q1 |
| Stanich Group LLC added | 219,010 | $21M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. added | 216,863 | $21M | 0.3% | 2026-Q1 |
| Ellevest, Inc. added | 215,582 | $21M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 214,200 | $20M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 204,003 | $20M | 0.3% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 203,846 | $19M | 0.3% | 2026-Q1 |
| FinArc Investments, Inc. new | 188,524 | $18M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 185,581 | $18M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 181,928 | $17M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 177,523 | $17M | 0.2% | 2026-Q1 |
| Windsor Capital Management, LLC trimmed | 175,739 | $17M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 164,104 | $16M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 148,243 | $14M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 137,504 | $13M | 0.2% | 2026-Q1 |
| Shira Ridge Wealth Management trimmed | 136,330 | $13M | 0.2% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 131,592 | $13M | 0.2% | 2026-Q1 |
| Wealth Architects, LLC added | 131,058 | $13M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 129,155 | $12M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 127,007 | $12M | 0.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 123,456 | $12M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 118,186 | $11M | 0.1% | 2026-Q1 |
| Impact Investors, Inc trimmed | 118,110 | $11M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 115,600 | $11M | 0.1% | 2026-Q1 |
| Fund Evaluation Group, LLC trimmed | 113,425 | $11M | 0.1% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC trimmed | 113,335 | $11M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 112,216 | $11M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 103,182 | $10M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 101,463 | $10M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 98,796 | $9M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 98,467 | $9M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 94,895 | $9M | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC added | 92,931 | $9M | 0.1% | 2026-Q1 |
| Laurel Wealth Planning LLC added | 92,595 | $9M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 383,018 | $36M | 0.5% | 2025-Q4 stale |
| Bank Julius Baer & Co. Ltd, Zurich added | 273,436 | $25M | 0.3% | 2025-Q3 stale |
| Money Design Co.,Ltd. trimmed | 220,715 | $20M | 0.3% | 2025-Q2 stale |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 225,418 | $18M | 0.2% | 2025-Q1 stale |
| DOHJ, LLC added | 183,380 | $15M | 0.2% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 147,726 | $14M | 0.2% | 2025-Q4 stale |
| Clarius Group, LLC trimmed | 140,693 | $13M | 0.2% | 2025-Q4 stale |
| Litman Gregory Wealth Management LLC trimmed | 126,386 | $12M | 0.2% | 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.