Who owns 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-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 ESGU is one-sided between 2026-Q1 and 2026-Q2: 268 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
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 0.1% 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 2026-Q1 and 2026-Q2, across 834 tracked filers holding ESGU, 374 increased or opened the position and 364 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 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 30
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$85M
- NewEdge Advisors, LLC$21M
- AXXCESS WEALTH MANAGEMENT, LLC$9M
- MEMBERS CAPITAL ADVISORS INC$7M
- Colter Lewis Investment Partners LLC$5M
- CITADEL ADVISORS LLC$4M
Full exits 28
- Betterment LLC$572M
- Acorns Advisers, LLC$375M
- HighTower Advisors, LLC$46M
- CWM, LLC$37M
- Cambridge Investment Research Advisors, Inc.$34M
- PARK AVENUE SECURITIES LLC$29M
Largest adds
- JPMORGAN CHASE & CO$536M
- BANK OF AMERICA CORP /DE/$285M
- NORTHERN TRUST CORP$188M
- MORGAN STANLEY$186M
- TIAA Wealth Investment Management LLC$90M
- Wealthfront Advisers LLC$76M
Largest trims
- Clearstead Advisors, LLC$24M
- TWO SIGMA INVESTMENTS, LP$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- BNP PARIBAS FINANCIAL MARKETS$3M
- Independent Advisor Alliance$2M
- XTX Topco Ltd$2M
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 | 13,667,632 | $2.2B | 20.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,759,389 | $1.9B | 17.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,586,428 | $914M | 8.2% | 2026-Q2 |
| TIAA Wealth Investment Management LLC trimmed | 4,697,103 | $763M | 6.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,914,328 | $641M | 5.8% | 2026-Q2 |
| Wealthfront Advisers LLC added | 2,748,033 | $450M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,678,106 | $438M | 3.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,343,264 | $384M | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,064,131 | $338M | 3.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 1,336,785 | $219M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 1,291,785 | $211M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,279,895 | $209M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,070,042 | $175M | 1.6% | 2026-Q2 |
| Fiduciary Trust Co added | 708,529 | $116M | 1.0% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 519,600 | $85M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 514,461 | $84M | 0.8% | 2026-Q2 |
| Empower Advisory Group, LLC added | 510,183 | $84M | 0.8% | 2026-Q2 |
| Composition Wealth, LLC added | 380,376 | $62M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 362,915 | $59M | 0.5% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 350,467 | $57M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 342,065 | $48M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 340,370 | $56M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 328,566 | $54M | 0.5% | 2026-Q2 |
| Creative Planning added | 317,597 | $52M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 314,851 | $52M | 0.5% | 2026-Q2 |
| UBS Group AG added | 304,149 | $50M | 0.4% | 2026-Q2 |
| FMR LLC added | 281,229 | $46M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 276,693 | $45M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 273,754 | $45M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 267,702 | $44M | 0.4% | 2026-Q2 |
| IMPACTfolio, LLC trimmed | 259,848 | $43M | 0.4% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 241,166 | $39M | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 232,232 | $38M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 205,158 | $34M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 199,418 | $33M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 196,199 | $32M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 184,713 | $30M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 184,616 | $30M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 183,780 | $30M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 182,890 | $30M | 0.3% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 178,905 | $29M | 0.3% | 2026-Q2 |
| Rock Creek Group LLC | 161,100 | $26M | 0.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 154,912 | $25M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 153,263 | $25M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 147,226 | $24M | 0.2% | 2026-Q2 |
| Affinity Capital Advisors, LLC trimmed | 146,606 | $24M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 146,266 | $24M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 145,639 | $24M | 0.2% | 2026-Q2 |
| Erickson Financial Group, LLC added | 137,404 | $22M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 132,064 | $22M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 127,139 | $21M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 126,597 | $21M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 123,135 | $20M | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 116,519 | $19M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 102,610 | $17M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 101,285 | $17M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 99,194 | $16M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 96,975 | $16M | 0.1% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 84,286 | $14M | 0.1% | 2026-Q2 |
| Blue Edge Capital, LLC trimmed | 83,906 | $14M | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC trimmed | 82,557 | $14M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 80,721 | $13M | 0.1% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC | 80,000 | $13M | 0.1% | 2026-Q2 |
| Van Hulzen Asset Management, LLC trimmed | 79,800 | $13M | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC added | 78,634 | $13M | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 70,792 | $12M | 0.1% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 70,642 | $12M | 0.1% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 69,767 | $11M | 0.1% | 2026-Q2 |
| Plancorp, LLC trimmed | 69,531 | $11M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 69,207 | $11M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 69,012 | $11M | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC added | 67,897 | $11M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 67,340 | $11M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 65,741 | $11M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 64,783 | $9M | 0.1% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 62,952 | $10M | 0.1% | 2026-Q2 |
| &PARTNERS added | 62,304 | $10M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 62,223 | $10M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 61,615 | $10M | 0.1% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC trimmed | 61,121 | $10M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 60,483 | $10M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 60,173 | $10M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 59,809 | $10M | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 59,611 | $10M | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 58,583 | $10M | 0.1% | 2026-Q2 |
| Prudent Man Advisors, LLC trimmed | 58,312 | $10M | 0.1% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 58,228 | $10M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 57,996 | $9M | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC added | 57,618 | $9M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 57,114 | $9M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 56,830 | $9M | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 56,035 | $9M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 54,672 | $9M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 54,113 | $9M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 53,396 | $9M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 52,234 | $9M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 51,721 | $8M | 0.1% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 50,505 | $8M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 49,229 | $8M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 48,735 | $8M | 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.