Who owns ESML
Which tracked institutional funds hold ESML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESML company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
61 tracked funds added or opened ESML while 29 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
ESML’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ESML more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESML 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 446 tracked filers holding ESML, 207 increased or opened the position and 180 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 ESML 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 13
- TIAA Wealth Investment Management LLC$47M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$33M
- CBIZ Investment Advisory Services, LLC$5M
- GTS SECURITIES LLC$4M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1M
- PFG Investments, LLC$1M
Full exits 10
- SigFig Wealth Management, LLC$9M
- Litman Gregory Wealth Management LLC$6M
- Global Retirement Partners, LLC$5M
- Quent Long Short Global Small Cap Fund, LP$3M
- Clarius Group, LLC$3M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
Largest adds
- M&T Bank Corp$28M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26M
- FMR LLC$17M
- BANK OF AMERICA CORP /DE/$13M
- Beacon Pointe Advisors, LLC$9M
- Clearstead Advisors, LLC$6M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$98M
- TRUIST FINANCIAL CORP$5M
- AMERIPRISE FINANCIAL INC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Capital Investment Advisory Services, LLC$2M
- Invera Wealth Advisors, LLC$2M
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 |
|---|---|---|---|---|
| FMR LLC added | 3,238,788 | $152M | 10.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,107,110 | $99M | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,064,849 | $97M | 6.6% | 2026-Q1 |
| Betterment LLC added | 1,789,266 | $84M | 5.7% | 2026-Q1 |
| Creative Planning added | 1,568,282 | $74M | 5.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,157,902 | $54M | 3.7% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 1,024,984 | $47M | 3.2% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 854,219 | $40M | 2.7% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 800,000 | $38M | 2.6% | 2026-Q1 |
| BlackRock, Inc. added | 743,837 | $35M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 721,433 | $34M | 2.3% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 708,994 | $33M | 2.3% | 2026-Q1 |
| Acorns Advisers, LLC trimmed | 641,249 | $30M | 2.0% | 2026-Q1 |
| M&T Bank Corp added | 621,612 | $29M | 2.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 608,253 | $29M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 544,385 | $26M | 1.7% | 2026-Q1 |
| UBS Group AG added | 513,701 | $24M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 481,842 | $23M | 1.5% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 472,402 | $22M | 1.5% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 461,532 | $22M | 1.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 453,338 | $21M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 430,739 | $20M | 1.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 381,872 | $18M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 329,737 | $16M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 308,007 | $14M | 1.0% | 2026-Q1 |
| Accredited Investors Inc. trimmed | 299,191 | $14M | 1.0% | 2026-Q1 |
| Modera Wealth Management, LLC added | 287,377 | $14M | 0.9% | 2026-Q1 |
| Wealth Architects, LLC added | 283,141 | $13M | 0.9% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 262,528 | $12M | 0.8% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 262,028 | $12M | 0.8% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 223,883 | $11M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 182,045 | $9M | 0.6% | 2026-Q1 |
| BAILARD, INC. trimmed | 179,698 | $8M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 178,049 | $8M | 0.6% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 176,801 | $8M | 0.6% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 166,502 | $8M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 155,570 | $7M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 150,977 | $7M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 147,916 | $7M | 0.5% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 144,606 | $7M | 0.5% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 143,519 | $7M | 0.5% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 142,291 | $7M | 0.5% | 2026-Q1 |
| NorthRock Partners, LLC added | 138,397 | $7M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 137,059 | $6M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 138,384 | $6M | 0.4% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 131,796 | $6M | 0.4% | 2026-Q1 |
| Stanich Group LLC added | 130,308 | $6M | 0.4% | 2026-Q1 |
| Alaska Wealth Advisors, LLC trimmed | 119,313 | $6M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 107,468 | $6M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 115,914 | $5M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 112,794 | $5M | 0.4% | 2026-Q1 |
| MATHER GROUP, LLC. added | 112,177 | $5M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 105,860 | $5M | 0.3% | 2026-Q1 |
| Gemmer Asset Management LLC added | 103,992 | $5M | 0.3% | 2026-Q1 |
| CBIZ Investment Advisory Services, LLC new | 99,939 | $5M | 0.3% | 2026-Q1 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 99,516 | $5M | 0.3% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 99,013 | $5M | 0.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 97,610 | $5M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 96,063 | $5M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 88,999 | $4M | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 87,593 | $4M | 0.3% | 2026-Q1 |
| Plum Street Advisors, LLC trimmed | 80,395 | $4M | 0.3% | 2026-Q1 |
| MOR Wealth Management, LLC added | 80,270 | $4M | 0.3% | 2026-Q1 |
| TFC Financial Management, Inc. added | 78,829 | $4M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 77,422 | $4M | 0.2% | 2026-Q1 |
| Quent Capital, LLC added | 77,361 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 75,039 | $4M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 73,550 | $3M | 0.2% | 2026-Q1 |
| Gradient Investments LLC trimmed | 72,449 | $3M | 0.2% | 2026-Q1 |
| Integris Wealth Management, LLC trimmed | 70,944 | $3M | 0.2% | 2026-Q1 |
| eCIO, Inc. trimmed | 69,010 | $3M | 0.2% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 67,289 | $3M | 0.2% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 64,576 | $3M | 0.2% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 64,267 | $3M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 62,028 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 62,534 | $3M | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 60,602 | $3M | 0.2% | 2026-Q1 |
| Vision Capital Management, Inc. trimmed | 60,406 | $3M | 0.2% | 2026-Q1 |
| Haverford Trust Co trimmed | 59,542 | $3M | 0.2% | 2026-Q1 |
| WESBANCO BANK INC trimmed | 58,777 | $3M | 0.2% | 2026-Q1 |
| Laurel Wealth Planning LLC trimmed | 58,353 | $3M | 0.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 54,584 | $3M | 0.2% | 2026-Q1 |
| rebel Financial LLC trimmed | 53,515 | $3M | 0.2% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 53,017 | $2M | 0.2% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 52,932 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 52,041 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 51,869 | $2M | 0.2% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 50,571 | $2M | 0.2% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC added | 50,556 | $2M | 0.2% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC trimmed | 48,922 | $2M | 0.2% | 2026-Q1 |
| CWM, LLC added | 48,295 | $2M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 197,887 | $9M | 0.6% | 2025-Q4 stale |
| Litman Gregory Wealth Management LLC trimmed | 134,653 | $6M | 0.4% | 2025-Q4 stale |
| Willow Creek Wealth Management Inc. trimmed | 109,292 | $5M | 0.3% | 2025-Q3 stale |
| Parkside Advisors LLC trimmed | 117,432 | $5M | 0.3% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 100,337 | $5M | 0.3% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 74,954 | $3M | 0.2% | 2025-Q4 stale |
| Clarius Group, LLC trimmed | 67,619 | $3M | 0.2% | 2025-Q4 stale |
| Financial Advisors, LLC trimmed | 63,112 | $3M | 0.2% | 2025-Q3 stale |
| DOHJ, LLC added | 69,762 | $3M | 0.2% | 2025-Q2 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.