Who owns 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-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 ESGV is one-sided between 2026-Q1 and 2026-Q2: 222 added or opened and 39 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
ESGV’s largest tracked holder by dollar value, VANGUARD ADVISERS INC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 687 tracked filers holding ESGV, 336 increased or opened the position and 258 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 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
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$38M
- Dundas Partners LLP$22M
- V-Square Quantitative Management LLC$10M
- AXXCESS WEALTH MANAGEMENT, LLC$6M
- Fairlight Advisors$3M
- Prospera Capital Management, LLC$3M
Full exits 29
- Leo Wealth, LLC$78M
- Betterment LLC$68M
- Hanson & Doremus Investment Management$26M
- Olde Wealth Management, LLC$21M
- Mill Creek Capital Advisors, LLC$19M
- Financial Connections Group, Inc.$19M
Largest adds
- VANGUARD ADVISERS INC$93M
- Wealthfront Advisers LLC$40M
- MORGAN STANLEY$39M
- Creative Planning$30M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$20M
- Soundwatch Capital LLC$20M
Largest trims
- Verde Capital Management$33M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$10M
- Bank of New York Mellon Corp$4M
- GGM Financial LLC$840K
- Clearstead Advisors, LLC$652K
- Addison Advisors LLC$595K
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC added | 3,842,055 | $508M | 14.9% | 2026-Q2 |
| Wealthfront Advisers LLC added | 1,819,118 | $241M | 7.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,721,745 | $228M | 6.7% | 2026-Q2 |
| Creative Planning added | 1,465,297 | $194M | 5.7% | 2026-Q2 |
| VISA FOUNDATION trimmed | 1,097,235 | $145M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 667,954 | $88M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 573,327 | $76M | 2.2% | 2026-Q2 |
| Stanich Group LLC added | 551,409 | $73M | 2.1% | 2026-Q2 |
| IMPACTfolio, LLC trimmed | 499,439 | $66M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 487,150 | $64M | 1.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 442,529 | $59M | 1.7% | 2026-Q2 |
| Apella Capital, LLC added | 415,255 | $55M | 1.6% | 2026-Q2 |
| SCS Capital Management LLC added | 391,185 | $52M | 1.5% | 2026-Q2 |
| Crewe Advisors LLC added | 364,656 | $48M | 1.4% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 349,458 | $46M | 1.4% | 2026-Q2 |
| Platt Investment Counsel, LLC added | 348,831 | $46M | 1.3% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 347,433 | $46M | 1.3% | 2026-Q2 |
| MATHER GROUP, LLC. added | 321,873 | $43M | 1.2% | 2026-Q2 |
| Sellwood Investment Partners LLC trimmed | 314,328 | $42M | 1.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 290,727 | $38M | 1.1% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 289,370 | $38M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 273,953 | $36M | 1.1% | 2026-Q2 |
| Verde Capital Management trimmed | 268,931 | $36M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 249,827 | $33M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 246,817 | $33M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 245,103 | $32M | 0.9% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 234,927 | $31M | 0.9% | 2026-Q2 |
| Angeles Investment Advisors, LLC added | 230,836 | $31M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 230,304 | $30M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 230,220 | $30M | 0.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 225,455 | $30M | 0.9% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 205,816 | $27M | 0.8% | 2026-Q2 |
| Mariner, LLC added | 203,100 | $27M | 0.8% | 2026-Q2 |
| Cedar Wealth Management, LLC trimmed | 202,193 | $27M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 191,841 | $25M | 0.7% | 2026-Q2 |
| Gemmer Asset Management LLC trimmed | 183,341 | $24M | 0.7% | 2026-Q2 |
| Soundwatch Capital LLC added | 181,428 | $24M | 0.7% | 2026-Q2 |
| HUB Investment Partners, LLC added | 171,322 | $23M | 0.7% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 170,359 | $23M | 0.7% | 2026-Q2 |
| Dundas Partners LLP new | 164,888 | $22M | 0.6% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 164,394 | $22M | 0.6% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 163,717 | $22M | 0.6% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC added | 161,663 | $21M | 0.6% | 2026-Q2 |
| Human Investing LLC | 151,472 | $17M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 149,053 | $20M | 0.6% | 2026-Q2 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC trimmed | 145,129 | $19M | 0.6% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 143,189 | $19M | 0.6% | 2026-Q2 |
| Caprock Group, LLC added | 139,946 | $19M | 0.5% | 2026-Q2 |
| Prime Buchholz LLC added | 135,621 | $18M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 134,191 | $18M | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 133,546 | $18M | 0.5% | 2026-Q2 |
| Harpswell Capital Advisors, LLC added | 129,450 | $17M | 0.5% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 121,505 | $16M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 117,575 | $16M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 117,352 | $16M | 0.5% | 2026-Q2 |
| One Day In July LLC added | 112,962 | $15M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 106,893 | $14M | 0.4% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 106,687 | $14M | 0.4% | 2026-Q2 |
| BAILARD, INC. added | 102,967 | $14M | 0.4% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 101,457 | $13M | 0.4% | 2026-Q2 |
| SageView Advisory Group, LLC added | 100,084 | $13M | 0.4% | 2026-Q2 |
| Farrell Financial LLC trimmed | 98,026 | $13M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 92,937 | $12M | 0.4% | 2026-Q2 |
| Sanchez Levi Garrett added | 92,130 | $12M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 91,218 | $12M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 83,825 | $11M | 0.3% | 2026-Q2 |
| AMG National Trust Bank trimmed | 83,470 | $11M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 82,860 | $11M | 0.3% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 79,946 | $11M | 0.3% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 77,100 | $10M | 0.3% | 2026-Q2 |
| V-Square Quantitative Management LLC new | 77,000 | $10M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 76,485 | $10M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 73,515 | $10M | 0.3% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 72,105 | $10M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 67,590 | $9M | 0.3% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC trimmed | 66,573 | $9M | 0.3% | 2026-Q2 |
| AlTi Global, Inc. added | 64,129 | $8M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 63,463 | $8M | 0.2% | 2026-Q2 |
| Pearl Planning LLC added | 60,619 | $8M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 60,047 | $8M | 0.2% | 2026-Q2 |
| BSW Wealth Partners trimmed | 59,242 | $8M | 0.2% | 2026-Q2 |
| New Covenant Trust Company, N.A. trimmed | 57,492 | $8M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 56,694 | $7M | 0.2% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 54,759 | $7M | 0.2% | 2026-Q2 |
| Banco Santander, S.A. added | 54,058 | $7M | 0.2% | 2026-Q2 |
| LIBRA WEALTH LLC trimmed | 53,482 | $7M | 0.2% | 2026-Q2 |
| Paragon Capital Management Ltd added | 52,721 | $7M | 0.2% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 51,103 | $7M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 48,546 | $6M | 0.2% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 47,899 | $6M | 0.2% | 2026-Q2 |
| EQ LLC trimmed | 47,209 | $6M | 0.2% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 47,053 | $6M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 46,828 | $6M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 46,213 | $6M | 0.2% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 45,509 | $6M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 43,453 | $6M | 0.2% | 2026-Q2 |
| Westfuller Advisors, LLC added | 42,011 | $6M | 0.2% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 40,214 | $5M | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 39,421 | $5M | 0.2% | 2026-Q2 |
| Freestone Capital Holdings, LLC added | 38,630 | $5M | 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.