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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 16,718,544 | $760M | 18.3% | 2026-Q1 |
| MORGAN STANLEY added | 5,651,930 | $257M | 6.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,518,423 | $251M | 6.1% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 5,223,149 | $237M | 5.7% | 2026-Q1 |
| WIT, LLC added | 5,181,755 | $236M | 5.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,328,764 | $151M | 3.6% | 2026-Q1 |
| Betterment LLC trimmed | 3,182,530 | $145M | 3.5% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 2,961,522 | $130M | 3.1% | 2026-Q1 |
| FMR LLC trimmed | 2,830,761 | $129M | 3.1% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 2,504,524 | $114M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,412,664 | $106M | 2.5% | 2026-Q1 |
| BlackRock, Inc. added | 2,103,935 | $96M | 2.3% | 2026-Q1 |
| Creative Planning added | 2,014,202 | $92M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,732,833 | $79M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 1,683,278 | $77M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,411,296 | $64M | 1.5% | 2026-Q1 |
| UBS Group AG added | 1,326,888 | $60M | 1.5% | 2026-Q1 |
| US BANCORP \DE\ added | 1,206,838 | $60M | 1.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,254,277 | $57M | 1.4% | 2026-Q1 |
| Acorns Advisers, LLC trimmed | 1,215,383 | $55M | 1.3% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,044,895 | $48M | 1.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 937,064 | $43M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 799,904 | $36M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 754,484 | $34M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 715,454 | $33M | 0.8% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 585,790 | $27M | 0.6% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 574,551 | $26M | 0.6% | 2026-Q1 |
| M&T Bank Corp added | 573,247 | $26M | 0.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 564,830 | $26M | 0.6% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 557,433 | $25M | 0.6% | 2026-Q1 |
| IMPACTfolio, LLC added | 485,629 | $22M | 0.5% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 470,600 | $21M | 0.5% | 2026-Q1 |
| Fiduciary Trust Co added | 425,038 | $19M | 0.5% | 2026-Q1 |
| Forefront Analytics, LLC added | 369,453 | $17M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 364,413 | $17M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 363,309 | $17M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 351,620 | $16M | 0.4% | 2026-Q1 |
| EASTERN BANK added | 348,586 | $16M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 346,800 | $16M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 337,965 | $15M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 326,033 | $15M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 324,716 | $15M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 313,840 | $14M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 312,930 | $14M | 0.3% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 283,275 | $13M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 271,331 | $12M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 270,273 | $12M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 248,024 | $11M | 0.3% | 2026-Q1 |
| Nearwater Capital Markets, Ltd new | 200,000 | $9M | 0.2% | 2026-Q1 |
| Composition Wealth, LLC added | 198,455 | $9M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 183,335 | $8M | 0.2% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 173,536 | $8M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 168,124 | $8M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 167,888 | $8M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 166,631 | $8M | 0.2% | 2026-Q1 |
| Intergy Private Wealth, LLC trimmed | 162,446 | $7M | 0.2% | 2026-Q1 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 157,424 | $7M | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 157,147 | $7M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC added | 155,372 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 155,824 | $7M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 144,636 | $7M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 143,596 | $7M | 0.2% | 2026-Q1 |
| Stanich Group LLC added | 141,849 | $6M | 0.2% | 2026-Q1 |
| Laurel Wealth Planning LLC trimmed | 132,209 | $6M | 0.1% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA added | 127,953 | $6M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 127,754 | $6M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 127,246 | $6M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 125,952 | $6M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC added | 123,954 | $6M | 0.1% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 121,367 | $6M | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 112,698 | $5M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 111,059 | $5M | 0.1% | 2026-Q1 |
| Quent Capital, LLC trimmed | 109,765 | $5M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 107,240 | $5M | 0.1% | 2026-Q1 |
| BAILARD, INC. trimmed | 107,136 | $5M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 105,070 | $5M | 0.1% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 104,434 | $5M | 0.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 101,318 | $5M | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. new | 100,117 | $5M | 0.1% | 2026-Q1 |
| EVOKE WEALTH, LLC | 97,881 | $4M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 96,890 | $4M | 0.1% | 2026-Q1 |
| High Note Wealth, LLC trimmed | 94,638 | $4M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 90,122 | $4M | 0.1% | 2026-Q1 |
| Savant Capital, LLC added | 89,925 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 87,413 | $4M | 0.1% | 2026-Q1 |
| Ellevest, Inc. trimmed | 870,877 | $30M | 0.7% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 555,947 | $25M | 0.6% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 418,881 | $19M | 0.4% | 2025-Q4 stale |
| Money Design Co.,Ltd. trimmed | 417,101 | $16M | 0.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 297,361 | $13M | 0.3% | 2025-Q4 stale |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 322,576 | $11M | 0.3% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 198,669 | $9M | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 158,214 | $7M | 0.2% | 2025-Q3 stale |
| O'Brien Wealth Partners LLC trimmed | 151,187 | $7M | 0.2% | 2025-Q4 stale |
| 3EDGE Asset Management, LP trimmed | 128,787 | $6M | 0.1% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC trimmed | 128,900 | $6M | 0.1% | 2025-Q3 stale |
| Quent Long Short Global Small Cap Fund, LP new | 114,840 | $5M | 0.1% | 2025-Q4 stale |
| Pallas Capital Advisors LLC trimmed | 132,494 | $5M | 0.1% | 2025-Q1 stale |
| DOHJ, LLC trimmed | 120,450 | $4M | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 83,312 | $4M | 0.1% | 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.
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.