Who owns ESGU (ESGU)
Which tracked institutional funds hold ESGU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESGU 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
73 tracked funds added or opened ESGU while 159 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
ESGU’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 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes ESGU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESGU 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 796 tracked filers holding ESGU, 320 increased or opened the position and 389 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 ESGU 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$673M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$185M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- KPP Advisory Services LLC$3M
- Forthright Family Wealth Advisory LLC$2M
- SOL Capital Management CO$2M
Full exits 28
- Clarius Group, LLC$25M
- AXXCESS WEALTH MANAGEMENT, LLC$25M
- NewEdge Advisors, LLC$17M
- Blue Edge Capital, LLC$14M
- Capitolis Liquid Global Markets LLC$9M
- Valeo Financial Advisors, LLC$7M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$151M
- Clearstead Advisors, LLC$47M
- BlackRock, Inc.$20M
- ALLIANCEBERNSTEIN L.P.$10M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Beacon Pointe Advisors, LLC$8M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$895M
- JPMORGAN CHASE & CO$158M
- MORGAN STANLEY$137M
- WELLS FARGO & COMPANY/MN$124M
- Empower Advisory Group, LLC$42M
- NORTHERN TRUST CORP$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/ added | 13,803,021 | $2.0B | 19.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 10,007,080 | $1.4B | 13.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 5,136,786 | $726M | 7.1% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 4,900,171 | $673M | 6.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,046,469 | $572M | 5.6% | 2026-Q1 |
| Betterment LLC added | 4,041,916 | $572M | 5.6% | 2026-Q1 |
| Acorns Advisers, LLC added | 2,652,397 | $375M | 3.7% | 2026-Q1 |
| Wealthfront Advisers LLC added | 2,646,197 | $374M | 3.6% | 2026-Q1 |
| BlackRock, Inc. added | 2,356,917 | $333M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,098,636 | $297M | 2.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,782,800 | $252M | 2.5% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,308,152 | $185M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,293,522 | $183M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 1,183,376 | $167M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,073,357 | $152M | 1.5% | 2026-Q1 |
| Fiduciary Trust Co added | 697,197 | $99M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 521,795 | $74M | 0.7% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 503,648 | $71M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 369,661 | $52M | 0.5% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 348,203 | $49M | 0.5% | 2026-Q1 |
| Composition Wealth, LLC added | 344,533 | $49M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 342,392 | $48M | 0.5% | 2026-Q1 |
| Clearstead Advisors, LLC added | 337,896 | $48M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 330,863 | $47M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 325,209 | $46M | 0.4% | 2026-Q1 |
| Creative Planning added | 313,427 | $44M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 302,011 | $43M | 0.4% | 2026-Q1 |
| UBS Group AG added | 299,510 | $42M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 276,082 | $39M | 0.4% | 2026-Q1 |
| FMR LLC added | 274,551 | $39M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 270,189 | $38M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 263,832 | $37M | 0.4% | 2026-Q1 |
| IMPACTfolio, LLC trimmed | 261,453 | $37M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 243,482 | $36M | 0.4% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 241,553 | $34M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 241,479 | $34M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 239,938 | $34M | 0.3% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 222,363 | $31M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 205,632 | $29M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 197,413 | $28M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 192,355 | $27M | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 186,049 | $26M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 177,705 | $25M | 0.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 176,960 | $25M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 165,014 | $23M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 161,406 | $23M | 0.2% | 2026-Q1 |
| Rock Creek Group LLC | 161,100 | $23M | 0.2% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 157,309 | $22M | 0.2% | 2026-Q1 |
| Affinity Capital Advisors, LLC trimmed | 149,450 | $21M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 144,193 | $20M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 143,191 | $20M | 0.2% | 2026-Q1 |
| Erickson Financial Group, LLC added | 136,408 | $19M | 0.2% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 128,256 | $18M | 0.2% | 2026-Q1 |
| AlTi Global, Inc. added | 123,498 | $17M | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 120,997 | $17M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 120,902 | $17M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 118,126 | $17M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 116,599 | $16M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 105,744 | $15M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 101,743 | $14M | 0.1% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 101,423 | $14M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 96,995 | $14M | 0.1% | 2026-Q1 |
| Facet Wealth, Inc. added | 90,738 | $13M | 0.1% | 2026-Q1 |
| Van Hulzen Asset Management, LLC trimmed | 89,844 | $13M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 85,842 | $12M | 0.1% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC trimmed | 84,819 | $12M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 83,821 | $12M | 0.1% | 2026-Q1 |
| STALEY CAPITAL ADVISERS INC | 80,000 | $11M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 79,173 | $11M | 0.1% | 2026-Q1 |
| Apella Capital, LLC trimmed | 71,834 | $11M | 0.1% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC added | 78,418 | $11M | 0.1% | 2026-Q1 |
| Plancorp, LLC trimmed | 72,386 | $11M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 74,909 | $11M | 0.1% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 73,206 | $10M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 70,640 | $10M | 0.1% | 2026-Q1 |
| Laurel Wealth Planning LLC trimmed | 70,306 | $10M | 0.1% | 2026-Q1 |
| Wealth Architects, LLC added | 69,836 | $10M | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 68,154 | $10M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 67,800 | $10M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 67,679 | $10M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 67,280 | $10M | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC added | 64,963 | $9M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 64,783 | $9M | 0.1% | 2026-Q1 |
| Prudent Man Advisors, LLC trimmed | 64,770 | $9M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 64,556 | $9M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 64,438 | $9M | 0.1% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC added | 61,618 | $9M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 61,372 | $9M | 0.1% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 61,049 | $9M | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 406,790 | $59M | 0.6% | 2025-Q3 stale |
| BANK OF NOVA SCOTIA added | 185,900 | $27M | 0.3% | 2025-Q3 stale |
| Clarius Group, LLC trimmed | 168,201 | $25M | 0.2% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 164,684 | $25M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 116,976 | $17M | 0.2% | 2025-Q4 stale |
| DOHJ, LLC trimmed | 143,048 | $17M | 0.2% | 2025-Q2 stale |
| Blue Edge Capital, LLC trimmed | 91,302 | $14M | 0.1% | 2025-Q4 stale |
| TORONTO DOMINION BANK trimmed | 100,000 | $14M | 0.1% | 2025-Q2 stale |
| Money Design Co.,Ltd. added | 98,591 | $13M | 0.1% | 2025-Q2 stale |
| Parkside Advisors LLC added | 70,855 | $10M | 0.1% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC trimmed | 63,500 | $9M | 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.