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-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 ESML is one-sided between 2026-Q1 and 2026-Q2: 132 added or opened and 24 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
ESML’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% 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 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 2026-Q1 and 2026-Q2, across 459 tracked filers holding ESML, 225 increased or opened the position and 207 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 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 6
- Global Retirement Partners, LLC$6M
- TOMPKINS FINANCIAL CORP$3M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- Wealth Advisory Team LLC$2M
- Diversify Advisory Services, LLC$847K
- Bank of New York Mellon Corp$786K
Full exits 17
- Betterment LLC$84M
- Acorns Advisers, LLC$30M
- HighTower Advisors, LLC$14M
- Cambridge Investment Research Advisors, Inc.$8M
- GTS SECURITIES LLC$4M
- rebel Financial LLC$3M
Largest adds
- BANK OF AMERICA CORP /DE/$397M
- FMR LLC$43M
- NORTHERN TRUST CORP$21M
- M&T Bank Corp$16M
- Creative Planning$15M
- GOLDMAN SACHS GROUP INC$10M
Largest trims
- Pathstone Holdings, LLC$6M
- Clearstead Advisors, LLC$3M
- Addison Advisors LLC$1M
- REGIONS FINANCIAL CORP$824K
- US BANCORP \DE\$511K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$436K
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/ added | 8,831,944 | $494M | 25.1% | 2026-Q2 |
| FMR LLC added | 3,485,042 | $195M | 9.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,151,372 | $120M | 6.1% | 2026-Q2 |
| Creative Planning added | 1,590,035 | $89M | 4.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,159,635 | $65M | 3.3% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 1,026,609 | $57M | 2.9% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 853,551 | $48M | 2.4% | 2026-Q2 |
| M&T Bank Corp added | 804,008 | $45M | 2.3% | 2026-Q2 |
| Vontobel Holding Ltd. | 800,000 | $45M | 2.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 677,361 | $38M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 674,301 | $38M | 1.9% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 650,274 | $36M | 1.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 621,438 | $35M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 537,216 | $30M | 1.5% | 2026-Q2 |
| UBS Group AG added | 536,025 | $30M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 506,211 | $28M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 472,415 | $27M | 1.4% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 457,065 | $26M | 1.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 450,960 | $25M | 1.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 391,008 | $22M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 346,255 | $19M | 1.0% | 2026-Q2 |
| Accredited Investors Inc. added | 302,150 | $17M | 0.9% | 2026-Q2 |
| Modera Wealth Management, LLC added | 288,299 | $16M | 0.8% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 277,449 | $16M | 0.8% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 277,437 | $16M | 0.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 265,479 | $15M | 0.8% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 260,272 | $15M | 0.7% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 253,060 | $14M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 187,229 | $10M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 184,723 | $10M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 182,420 | $10M | 0.5% | 2026-Q2 |
| BAILARD, INC. trimmed | 176,748 | $10M | 0.5% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 172,992 | $10M | 0.5% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 167,157 | $9M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 165,549 | $9M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 163,115 | $9M | 0.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 144,770 | $8M | 0.4% | 2026-Q2 |
| Ally Invest Advisors Inc. trimmed | 144,256 | $8M | 0.4% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 137,768 | $8M | 0.4% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 136,226 | $8M | 0.4% | 2026-Q2 |
| Stanich Group LLC added | 135,264 | $8M | 0.4% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 133,598 | $7M | 0.4% | 2026-Q2 |
| MATHER GROUP, LLC. added | 123,856 | $7M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 119,435 | $7M | 0.3% | 2026-Q2 |
| Alaska Wealth Advisors, LLC trimmed | 114,627 | $6M | 0.3% | 2026-Q2 |
| Apella Capital, LLC added | 109,623 | $6M | 0.3% | 2026-Q2 |
| Gemmer Asset Management LLC added | 107,264 | $6M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 107,246 | $6M | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 105,918 | $6M | 0.3% | 2026-Q2 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 101,057 | $6M | 0.3% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 100,267 | $6M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 100,207 | $6M | 0.3% | 2026-Q2 |
| CBIZ Investment Advisory Services, LLC | 99,939 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 97,425 | $5M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 88,490 | $5M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 87,783 | $5M | 0.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 87,222 | $5M | 0.2% | 2026-Q2 |
| MOR Wealth Management, LLC added | 86,947 | $5M | 0.2% | 2026-Q2 |
| Quent Capital, LLC added | 85,136 | $5M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 81,844 | $5M | 0.2% | 2026-Q2 |
| TFC Financial Management, Inc. added | 81,801 | $5M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 78,608 | $4M | 0.2% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 76,149 | $4M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 75,253 | $4M | 0.2% | 2026-Q2 |
| Plum Street Advisors, LLC trimmed | 74,792 | $4M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 73,844 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 69,345 | $4M | 0.2% | 2026-Q2 |
| Integris Wealth Management, LLC trimmed | 69,298 | $4M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 68,007 | $4M | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 64,576 | $4M | 0.2% | 2026-Q2 |
| eCIO, Inc. trimmed | 64,571 | $4M | 0.2% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 62,122 | $3M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 61,796 | $3M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 61,685 | $3M | 0.2% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 61,433 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 60,131 | $3M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 59,532 | $3M | 0.2% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 58,976 | $3M | 0.2% | 2026-Q2 |
| WESBANCO BANK INC added | 58,940 | $3M | 0.2% | 2026-Q2 |
| Vision Capital Management, Inc. trimmed | 58,779 | $3M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 55,101 | $3M | 0.2% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP new | 54,843 | $3M | 0.2% | 2026-Q2 |
| Haverford Trust Co trimmed | 53,342 | $3M | 0.2% | 2026-Q2 |
| Francis Financial, Inc. trimmed | 52,825 | $3M | 0.1% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 48,716 | $3M | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 48,703 | $3M | 0.1% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 48,327 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 47,848 | $3M | 0.1% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 47,481 | $3M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 47,200 | $3M | 0.1% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 46,902 | $3M | 0.1% | 2026-Q2 |
| Pearl Planning LLC added | 46,809 | $3M | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 46,335 | $3M | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 46,334 | $3M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 45,383 | $3M | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC trimmed | 44,855 | $3M | 0.1% | 2026-Q2 |
| WRAPMANAGER INC added | 43,620 | $2M | 0.1% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. trimmed | 42,373 | $2M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 41,792 | $2M | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC | 40,343 | $2M | 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.