Who owns ESGV (ESGV)
Which tracked institutional funds hold ESGV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESGV 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
The tracked-fund tape on ESGV is one-sided between 2025-Q4 and 2026-Q1: 39 added or opened and 135 trimmed or exited — on balance reducing.
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
ESGV’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes ESGV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESGV 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 676 tracked filers holding ESGV, 315 increased or opened the position and 247 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 ESGV 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 9
- VANGUARD ADVISERS INC$415M
- Sanchez Levi Garrett$10M
- CIBC Bancorp USA Inc.$10M
- Vanguard National Trust Co$3M
- Strategic Financial Planning, Inc.$2M
- GGM Financial LLC$1M
Full exits 14
- VANGUARD GROUP INC$433M
- SageView Advisory Group, LLC$12M
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- MERITAGE PORTFOLIO MANAGEMENT$2M
- CIBC Private Wealth Group LLC$2M
Largest adds
- Apella Capital, LLC$22M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- Wealthfront Advisers LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$5M
- Betterment LLC$3M
- Beacon Pointe Advisors, LLC$3M
Largest trims
- New England Private Wealth Advisors LLC$68M
- Clarity Asset Management, Inc.$20M
- Ashford Advisors, LLC$17M
- MORGAN STANLEY$15M
- M&T Bank Corp$12M
- Prime Buchholz 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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC new | 3,700,074 | $415M | 11.8% | 2026-Q1 |
| Wealthfront Advisers LLC added | 1,790,108 | $201M | 5.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,680,325 | $189M | 5.4% | 2026-Q1 |
| Creative Planning added | 1,457,828 | $164M | 4.7% | 2026-Q1 |
| VISA FOUNDATION | 1,172,735 | $132M | 3.7% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 692,530 | $78M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 664,581 | $75M | 2.1% | 2026-Q1 |
| Verde Capital Management trimmed | 607,144 | $68M | 1.9% | 2026-Q1 |
| Betterment LLC added | 605,053 | $68M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 577,767 | $65M | 1.8% | 2026-Q1 |
| Stanich Group LLC added | 527,621 | $59M | 1.7% | 2026-Q1 |
| IMPACTfolio, LLC trimmed | 499,729 | $56M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 459,249 | $52M | 1.5% | 2026-Q1 |
| Apella Capital, LLC added | 413,715 | $52M | 1.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 428,716 | $48M | 1.4% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 390,533 | $44M | 1.2% | 2026-Q1 |
| Crewe Advisors LLC added | 364,577 | $41M | 1.2% | 2026-Q1 |
| Facet Wealth, Inc. trimmed | 359,353 | $40M | 1.1% | 2026-Q1 |
| Platt Investment Counsel, LLC trimmed | 347,214 | $39M | 1.1% | 2026-Q1 |
| Sellwood Investment Partners LLC added | 335,411 | $38M | 1.1% | 2026-Q1 |
| MATHER GROUP, LLC. added | 290,397 | $33M | 0.9% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 272,951 | $31M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 260,516 | $29M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 265,787 | $29M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 257,097 | $29M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 255,105 | $29M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 246,655 | $28M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 243,177 | $27M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 240,775 | $27M | 0.8% | 2026-Q1 |
| Garde Capital, Inc. added | 237,746 | $27M | 0.8% | 2026-Q1 |
| Hanson & Doremus Investment Management added | 227,855 | $26M | 0.7% | 2026-Q1 |
| Cerity Partners LLC trimmed | 227,103 | $25M | 0.7% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 212,729 | $24M | 0.7% | 2026-Q1 |
| Cedar Wealth Management, LLC trimmed | 202,272 | $23M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 190,194 | $21M | 0.6% | 2026-Q1 |
| Angeles Investment Advisors, LLC added | 186,640 | $21M | 0.6% | 2026-Q1 |
| Olde Wealth Management, LLC trimmed | 185,257 | $21M | 0.6% | 2026-Q1 |
| Gemmer Asset Management LLC added | 183,625 | $21M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 178,322 | $20M | 0.6% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 173,348 | $19M | 0.6% | 2026-Q1 |
| HUB Investment Partners, LLC added | 171,091 | $19M | 0.5% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 166,585 | $19M | 0.5% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 163,900 | $18M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 163,408 | $18M | 0.5% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 160,397 | $18M | 0.5% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 155,652 | $17M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 153,339 | $17M | 0.5% | 2026-Q1 |
| Human Investing LLC added | 151,472 | $17M | 0.5% | 2026-Q1 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC added | 148,097 | $17M | 0.5% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 138,135 | $16M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 136,319 | $15M | 0.4% | 2026-Q1 |
| Caprock Group, LLC trimmed | 135,900 | $15M | 0.4% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 130,513 | $15M | 0.4% | 2026-Q1 |
| Harpswell Capital Advisors, LLC added | 128,550 | $14M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 123,311 | $14M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 120,791 | $14M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 114,352 | $13M | 0.4% | 2026-Q1 |
| One Day In July LLC added | 111,749 | $13M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 106,695 | $12M | 0.3% | 2026-Q1 |
| Farrell Financial LLC trimmed | 98,723 | $11M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 92,957 | $10M | 0.3% | 2026-Q1 |
| Prime Buchholz LLC trimmed | 92,675 | $10M | 0.3% | 2026-Q1 |
| Sanchez Levi Garrett new | 90,921 | $10M | 0.3% | 2026-Q1 |
| AMG National Trust Bank added | 87,266 | $10M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 86,626 | $10M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 83,124 | $9M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC | 81,227 | $9M | 0.3% | 2026-Q1 |
| Boston Standard Wealth Management, LLC added | 79,172 | $9M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 78,747 | $9M | 0.3% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 77,095 | $9M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 74,580 | $8M | 0.2% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 71,250 | $8M | 0.2% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC trimmed | 69,148 | $8M | 0.2% | 2026-Q1 |
| New Covenant Trust Company, N.A. added | 68,571 | $8M | 0.2% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 66,700 | $7M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 65,169 | $7M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 63,621 | $7M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 63,865 | $7M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 61,496 | $7M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 60,627 | $7M | 0.2% | 2026-Q1 |
| BSW Wealth Partners trimmed | 59,600 | $7M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 59,166 | $7M | 0.2% | 2026-Q1 |
| Pearl Planning LLC added | 58,628 | $7M | 0.2% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 51,103 | $6M | 0.2% | 2026-Q1 |
| LIBRA WEALTH LLC added | 53,524 | $6M | 0.2% | 2026-Q1 |
| Paragon Capital Management Ltd added | 52,609 | $6M | 0.2% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 52,582 | $6M | 0.2% | 2026-Q1 |
| EQ LLC trimmed | 50,323 | $6M | 0.2% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 47,595 | $5M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 47,207 | $5M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 46,703 | $5M | 0.1% | 2026-Q1 |
| Palisades Hudson Asset Management, L.P. added | 46,652 | $5M | 0.1% | 2026-Q1 |
| White Lighthouse Investment Management Inc. added | 46,625 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,576,610 | $433M | 12.3% | 2025-Q4 stale |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 440,383 | $43M | 1.2% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 166,797 | $20M | 0.6% | 2025-Q3 stale |
| SageView Advisory Group, LLC added | 98,416 | $12M | 0.3% | 2025-Q4 stale |
| Apexium Financial, LP trimmed | 56,326 | $7M | 0.2% | 2025-Q3 stale |
| Stephens Consulting, LLC trimmed | 48,151 | $5M | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 43,413 | $5M | 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.