Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 ESGE is one-sided between 2026-Q1 and 2026-Q2: 156 added or opened and 44 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
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 0.0% 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 2026-Q1 and 2026-Q2, across 611 tracked filers holding ESGE, 251 increased or opened the position and 328 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 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 14
- JANE STREET GROUP, LLC$27M
- Global Retirement Partners, LLC$11M
- NewEdge Advisors, LLC$8M
- CITADEL ADVISORS LLC$3M
- Wealth Advisory Team LLC$2M
- CANANDAIGUA NATIONAL BANK & TRUST CO$1M
Full exits 32
- Betterment LLC$145M
- Acorns Advisers, LLC$55M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$21M
- HighTower Advisors, LLC$17M
- NATIONAL BANK OF CANADA /FI/$16M
- PARK AVENUE SECURITIES LLC$14M
Largest adds
- BANK OF AMERICA CORP /DE/$142M
- MORGAN STANLEY$68M
- FMR LLC$51M
- NORTHERN TRUST CORP$48M
- JPMORGAN CHASE & CO$47M
- US BANCORP \DE\$44M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$8M
- Forefront Analytics, LLC$6M
- BlackRock, Inc.$2M
- Envestnet Portfolio Solutions, Inc.$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- WealthShield Partners, LLC$1M
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/ trimmed | 16,489,651 | $902M | 20.0% | 2026-Q2 |
| MORGAN STANLEY added | 5,936,258 | $325M | 7.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 5,462,480 | $299M | 6.6% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 4,655,004 | $255M | 5.6% | 2026-Q2 |
| WIT, LLC trimmed | 4,518,911 | $247M | 5.5% | 2026-Q2 |
| FMR LLC added | 3,292,738 | $180M | 4.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,822,780 | $152M | 3.4% | 2026-Q2 |
| TIAA Wealth Investment Management LLC trimmed | 2,776,338 | $150M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,621,901 | $143M | 3.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 2,516,931 | $138M | 3.1% | 2026-Q2 |
| Creative Planning added | 2,026,010 | $111M | 2.5% | 2026-Q2 |
| US BANCORP \DE\ added | 1,907,808 | $104M | 2.3% | 2026-Q2 |
| LPL Financial LLC added | 1,781,398 | $97M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,718,903 | $94M | 2.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,703,590 | $93M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,299,752 | $72M | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,288,929 | $70M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 1,283,116 | $70M | 1.6% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 1,041,491 | $57M | 1.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 932,491 | $51M | 1.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 734,756 | $41M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 730,940 | $40M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 718,646 | $39M | 0.9% | 2026-Q2 |
| M&T Bank Corp added | 693,861 | $38M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 665,440 | $36M | 0.8% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 622,173 | $34M | 0.8% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 564,283 | $31M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 500,000 | $27M | 0.6% | 2026-Q2 |
| IMPACTfolio, LLC added | 498,176 | $27M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 425,195 | $23M | 0.5% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 407,888 | $22M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 363,923 | $20M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 339,722 | $19M | 0.4% | 2026-Q2 |
| EASTERN BANK trimmed | 339,094 | $19M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 331,003 | $18M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 322,945 | $18M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 319,148 | $17M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 312,630 | $17M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 282,277 | $13M | 0.3% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 281,749 | $15M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 262,736 | $14M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 226,924 | $12M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 205,792 | $11M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 193,007 | $11M | 0.2% | 2026-Q2 |
| Forefront Analytics, LLC trimmed | 192,398 | $11M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 186,685 | $10M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 174,125 | $10M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 171,457 | $9M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 170,076 | $9M | 0.2% | 2026-Q2 |
| Ally Invest Advisors Inc. trimmed | 169,049 | $9M | 0.2% | 2026-Q2 |
| MATHER GROUP, LLC. added | 168,404 | $9M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 166,631 | $9M | 0.2% | 2026-Q2 |
| Intergy Private Wealth, LLC added | 163,205 | $9M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 159,429 | $9M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC added | 155,700 | $9M | 0.2% | 2026-Q2 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 153,284 | $8M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 150,083 | $8M | 0.2% | 2026-Q2 |
| Stanich Group LLC added | 147,616 | $8M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 139,626 | $8M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 132,262 | $7M | 0.2% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA added | 130,114 | $7M | 0.2% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 128,745 | $7M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 127,903 | $7M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 126,515 | $7M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 123,954 | $7M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 121,454 | $7M | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 113,898 | $6M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 109,539 | $6M | 0.1% | 2026-Q2 |
| Quent Capital, LLC trimmed | 107,893 | $6M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 106,171 | $6M | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 104,287 | $6M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 101,665 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 100,292 | $5M | 0.1% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT INC added | 100,200 | $5M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 95,940 | $5M | 0.1% | 2026-Q2 |
| High Note Wealth, LLC trimmed | 94,530 | $5M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 92,730 | $5M | 0.1% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 92,355 | $5M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 91,220 | $5M | 0.1% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC added | 88,811 | $5M | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 85,133 | $5M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 84,868 | $5M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 83,930 | $5M | 0.1% | 2026-Q2 |
| Centennial Bank/AR/ added | 80,250 | $4M | 0.1% | 2026-Q2 |
| North Berkeley Wealth Management, LLC added | 77,840 | $4M | 0.1% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 75,966 | $4M | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 70,927 | $4M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 70,631 | $4M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. added | 70,186 | $4M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 70,005 | $4M | 0.1% | 2026-Q2 |
| &PARTNERS added | 69,962 | $4M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 68,299 | $4M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 66,693 | $4M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 64,509 | $4M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC | 63,089 | $3M | 0.1% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 61,944 | $3M | 0.1% | 2026-Q2 |
| BOKF, NA trimmed | 61,437 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 60,404 | $3M | 0.1% | 2026-Q2 |
| SOFI WEALTH, LLC added | 59,148 | $3M | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 59,144 | $3M | 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.