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Institutional Ownership · SEC Form 13F

Who owns ESGE (ESGE)


Which tracked institutional funds hold ESGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESGE 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.

595
Institutional holders
95,600,817
Shares held (tracked funds)

How the tape is positioned

89 tracked funds added or opened ESGE while 49 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

ESGE’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ESGE 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 595 tracked filers holding ESGE, 260 increased or opened the position and 279 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 ESGE 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 15

  • TIAA Wealth Investment Management LLC$130M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$48M
  • FLPUTNAM INVESTMENT MANAGEMENT CO$25M
  • CAPITOLIS LIQUID GLOBAL MARKETS LLC$21M
  • PARK AVENUE SECURITIES LLC$14M
  • FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$13M

Full exits 19

  • OLD MISSION CAPITAL LLC$25M
  • CITADEL ADVISORS LLC$19M
  • JANE STREET GROUP, LLC$13M
  • Global Retirement Partners, LLC$9M
  • O'Brien Wealth Partners LLC$7M
  • 3EDGE Asset Management, LP$6M

Largest adds

  • BANK OF AMERICA CORP /DE/$140M
  • MORGAN STANLEY$41M
  • BlackRock, Inc.$36M
  • WIT, LLC$32M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
  • M&T Bank Corp$23M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$185M
  • Empower Advisory Group, LLC$44M
  • WELLS FARGO & COMPANY/MN$25M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$13M
  • SigFig Wealth Management, LLC$12M
  • New England Private Wealth Advisors LLC$11M

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added16,718,544$760M18.3%2026-Q1
MORGAN STANLEY added5,651,930$257M6.2%2026-Q1
NORTHERN TRUST CORP added5,518,423$251M6.1%2026-Q1
Empower Advisory Group, LLC trimmed5,223,149$237M5.7%2026-Q1
WIT, LLC added5,181,755$236M5.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed3,328,764$151M3.6%2026-Q1
Betterment LLC trimmed3,182,530$145M3.5%2026-Q1
TIAA Wealth Investment Management LLC new2,961,522$130M3.1%2026-Q1
FMR LLC trimmed2,830,761$129M3.1%2026-Q1
Wealthfront Advisers LLC trimmed2,504,524$114M2.7%2026-Q1
JPMORGAN CHASE & CO added2,412,664$106M2.5%2026-Q1
BlackRock, Inc. added2,103,935$96M2.3%2026-Q1
Creative Planning added2,014,202$92M2.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,732,833$79M1.9%2026-Q1
LPL Financial LLC added1,683,278$77M1.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,411,296$64M1.5%2026-Q1
UBS Group AG added1,326,888$60M1.5%2026-Q1
US BANCORP \DE\ added1,206,838$60M1.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,254,277$57M1.4%2026-Q1
Acorns Advisers, LLC trimmed1,215,383$55M1.3%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new1,044,895$48M1.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed937,064$43M1.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added799,904$36M0.9%2026-Q1
ROYAL BANK OF CANADA added754,484$34M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added715,454$33M0.8%2026-Q1
MISSION WEALTH MANAGEMENT, LP trimmed585,790$27M0.6%2026-Q1
FIFTH THIRD BANCORP added574,551$26M0.6%2026-Q1
M&T Bank Corp added573,247$26M0.6%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed564,830$26M0.6%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO added557,433$25M0.6%2026-Q1
IMPACTfolio, LLC added485,629$22M0.5%2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLC new470,600$21M0.5%2026-Q1
Fiduciary Trust Co added425,038$19M0.5%2026-Q1
Forefront Analytics, LLC added369,453$17M0.4%2026-Q1
Cetera Investment Advisers trimmed364,413$17M0.4%2026-Q1
HighTower Advisors, LLC added363,309$17M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed351,620$16M0.4%2026-Q1
EASTERN BANK added348,586$16M0.4%2026-Q1
NATIONAL BANK OF CANADA /FI/ added346,800$16M0.4%2026-Q1
SEI INVESTMENTS CO trimmed337,965$15M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed326,033$15M0.4%2026-Q1
Mariner, LLC added324,716$15M0.4%2026-Q1
PARK AVENUE SECURITIES LLC added313,840$14M0.3%2026-Q1
Beacon Pointe Advisors, LLC added312,930$14M0.3%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added283,275$13M0.3%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed271,331$12M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added270,273$12M0.3%2026-Q1
Corient Private Wealth LLC trimmed248,024$11M0.3%2026-Q1
Nearwater Capital Markets, Ltd new200,000$9M0.2%2026-Q1
Composition Wealth, LLC added198,455$9M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed183,335$8M0.2%2026-Q1
Ally Invest Advisors Inc. added173,536$8M0.2%2026-Q1
TRUIST FINANCIAL CORP added168,124$8M0.2%2026-Q1
CITIGROUP INC trimmed167,888$8M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added166,631$8M0.2%2026-Q1
Intergy Private Wealth, LLC trimmed162,446$7M0.2%2026-Q1
OXFORD FINANCIAL GROUP, LTD. LLC trimmed157,424$7M0.2%2026-Q1
MATHER GROUP, LLC. trimmed157,147$7M0.2%2026-Q1
Modera Wealth Management, LLC added155,372$7M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added155,824$7M0.2%2026-Q1
Bank of New York Mellon Corp added144,636$7M0.2%2026-Q1
Focus Partners Wealth added143,596$7M0.2%2026-Q1
Stanich Group LLC added141,849$6M0.2%2026-Q1
Laurel Wealth Planning LLC trimmed132,209$6M0.1%2026-Q1
BALDWIN WEALTH PARTNERS LLC/MA added127,953$6M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added127,754$6M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added127,246$6M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed125,952$6M0.1%2026-Q1
BROWN ADVISORY INC added123,954$6M0.1%2026-Q1
Alesco Advisors, LLC, An ESL Co trimmed121,367$6M0.1%2026-Q1
Allworth Financial LP added112,698$5M0.1%2026-Q1
Wealthspire Advisors, LLC trimmed111,059$5M0.1%2026-Q1
Quent Capital, LLC trimmed109,765$5M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed107,240$5M0.1%2026-Q1
BAILARD, INC. trimmed107,136$5M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed105,070$5M0.1%2026-Q1
Sand Hill Global Advisors, LLC trimmed104,434$5M0.1%2026-Q1
ASSETMARK, INC trimmed101,318$5M0.1%2026-Q1
Financial Engines Advisors L.L.C. new100,117$5M0.1%2026-Q1
EVOKE WEALTH, LLC97,881$4M0.1%2026-Q1
Cerity Partners LLC added96,890$4M0.1%2026-Q1
High Note Wealth, LLC trimmed94,638$4M0.1%2026-Q1
Rockefeller Capital Management L.P. added90,122$4M0.1%2026-Q1
Savant Capital, LLC added89,925$4M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed87,413$4M0.1%2026-Q1
Ellevest, Inc. trimmed870,877$30M0.7%2025-Q1 stale
OLD MISSION CAPITAL LLC added555,947$25M0.6%2025-Q4 stale
CITADEL ADVISORS LLC added418,881$19M0.4%2025-Q4 stale
Money Design Co.,Ltd. trimmed417,101$16M0.4%2025-Q2 stale
JANE STREET GROUP, LLC added297,361$13M0.3%2025-Q4 stale
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed322,576$11M0.3%2025-Q1 stale
Global Retirement Partners, LLC added198,669$9M0.2%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed158,214$7M0.2%2025-Q3 stale
O'Brien Wealth Partners LLC trimmed151,187$7M0.2%2025-Q4 stale
3EDGE Asset Management, LP trimmed128,787$6M0.1%2025-Q4 stale
Capitolis Liquid Global Markets LLC trimmed128,900$6M0.1%2025-Q3 stale
Quent Long Short Global Small Cap Fund, LP new114,840$5M0.1%2025-Q4 stale
Pallas Capital Advisors LLC trimmed132,494$5M0.1%2025-Q1 stale
DOHJ, LLC trimmed120,450$4M0.1%2025-Q2 stale
COMERICA BANK added83,312$4M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership