Who owns ESGG
Which tracked institutional funds hold ESGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESGG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
4 tracked funds added or opened ESGG while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ESGG’s largest tracked holder by dollar value, SK Wealth Management, LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ESGG 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 30 tracked filers holding ESGG, 15 increased or opened the position and 15 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 ESGG 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.
Full exits 4
- NORTHERN TRUST CORP$3M
- HighTower Advisors, LLC$932K
- CENTAURUS FINANCIAL, INC.$673K
- Cambridge Investment Research Advisors, Inc.$550K
Largest adds
- SK Wealth Management, LLC$716K
- AMERIPRISE FINANCIAL INC$446K
- CoreCap Advisors, LLC$406K
- LPL Financial LLC$298K
Largest trims
- CITADEL ADVISORS LLC$4M
- Forefront Analytics, LLC$4M
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 |
|---|---|---|---|---|
| SK Wealth Management, LLC trimmed | 31,160 | $8M | 19.3% | 2026-Q2 |
| Forefront Analytics, LLC trimmed | 21,669 | $5M | 12.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 10,395 | $2M | 6.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 9,228 | $2M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 7,865 | $2M | 4.7% | 2026-Q2 |
| Cetera Investment Advisers added | 6,004 | $1M | 3.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,401 | $1M | 3.2% | 2026-Q2 |
| Fort Point Capital Partners LLC | 4,905 | $1M | 2.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,508 | $1M | 2.7% | 2026-Q2 |
| UBS Group AG added | 4,233 | $987K | 2.5% | 2026-Q2 |
| Well Done, LLC | 3,563 | $831K | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,141 | $499K | 1.3% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 1,890 | $441K | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,859 | $433K | 1.1% | 2026-Q2 |
| HALL CAPITAL MANAGEMENT CO INC | 1,632 | $381K | 1.0% | 2026-Q2 |
| Sigma Planning Corp added | 1,549 | $361K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,531 | $357K | 0.9% | 2026-Q2 |
| BSW Wealth Partners | 1,407 | $328K | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,119 | $261K | 0.7% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC added | 564 | $131K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 393 | $92K | 0.2% | 2026-Q2 |
| Carolina Wealth Advisors, LLC | 247 | $58K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 239 | $55K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 154 | $36K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. | 82 | $17K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 68 | $16K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 66 | $15K | 0.0% | 2026-Q2 |
| FMR LLC added | 65 | $15K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 28 | $7K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $229 | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 16,733 | $3M | 8.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 4,660 | $932K | 2.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 3,366 | $673K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 2,750 | $550K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 2,498 | $499K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 221 | $44K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Scarborough Advisors, LLC added | 24 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,962 | $3M | 7.9% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 1,385 | $284K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,025 | $214K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 159 | $33K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 16 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY | 1 | $222 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 65 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 56 | $11K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Royal Bank of Canada trimmed | 1,029 | $193K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.