ESGD

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$102.52

-0.47 (-0.46%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding ESGD · 2026-Q1 methodology → sources →

738 holders

% of shares outstanding held

—

Shares held (13F)

87,475,019

Reporting holders

738

Top holders

largest 100 of 738 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	9,421,8209.4M	$901M	—	TRIM -12%
2	JPMORGAN CHASE & CO	7,788,8017.8M	$721M	—	TRIM -4%
3	Empower Advisory Group, LLC	5,474,0275.5M	$523M	—	TRIM -17%
4	NORTHERN TRUST CORP	4,711,1004.7M	$450M	—	—
5	MORGAN STANLEY	4,330,9484.3M	$414M	—	—
6	FMR LLC	3,973,4644.0M	$380M	—	ADD 10%
7	Betterment LLC	3,918,8913.9M	$375M	—	—
8	TIAA Wealth Investment Management LLC	2,874,5552.9M	$266M	—	NEW
9	GOLDMAN SACHS GROUP INC	1,814,6971.8M	$174M	—	ADD 23%
10	Acorns Advisers, LLC	1,578,3421.6M	$151M	—	—
11	UBS Group AG	1,546,4661.5M	$148M	—	ADD 26%
12	WELLS FARGO & COMPANY/MN	1,521,2931.5M	$145M	—	TRIM -14%
13	ENVESTNET ASSET MANAGEMENT INC	1,482,8091.5M	$142M	—	ADD 3%
14	MERCER GLOBAL ADVISORS INC /ADV	1,432,9101.4M	$137M	—	ADD 5%
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,234,6411.2M	$118M	—	ADD 3%
16	Wealthfront Advisers LLC	1,208,5221.2M	$116M	—	TRIM -3%
17	FLPUTNAM INVESTMENT MANAGEMENT CO	1,111,0411.1M	$106M	—	TRIM -16%
18	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1,059,5871.1M	$101M	—	NEW
19	SPINNAKER TRUST	1,047,9311.0M	$100M	—	—
20	AMERIPRISE FINANCIAL INC	1,003,4391.0M	$96M	—	ADD 5%
21	PNC FINANCIAL SERVICES GROUP, INC.	947,377947,377	$91M	—	ADD 15%
22	LPL Financial LLC	907,428907,428	$87M	—	ADD 14%
23	BlackRock, Inc.	853,371853,371	$82M	—	—
24	US BANCORP \DE\	833,783833,783	$79M	—	ADD 13%
25	COMMONWEALTH EQUITY SERVICES, LLC	819,887819,887	$78M	—	—
26	Fiduciary Trust Co	643,821643,821	$62M	—	ADD 4%
27	FIFTH THIRD BANCORP	624,015624,015	$60M	—	ADD 2%
28	EP Wealth Advisors, LLC	619,047619,047	$59M	—	—
29	Creative Planning	595,730595,730	$57M	—	ADD 6%
30	HighTower Advisors, LLC	522,218522,218	$50M	—	—
31	ROYAL BANK OF CANADA	488,801488,801	$47M	—	TRIM -7%
32	M&T Bank Corp	449,387449,387	$43M	—	TRIM -21%
33	MISSION WEALTH MANAGEMENT, LP	439,002439,002	$42M	—	—
34	Olde Wealth Management, LLC	423,213423,213	$40M	—	ADD 3%
35	IMPACTfolio, LLC	420,121420,121	$40M	—	ADD 5%
36	JANE STREET GROUP, LLC	381,632381,632	$36M	—	TRIM -73%
37	SEI INVESTMENTS CO	369,066369,066	$35M	—	TRIM -3%
38	Beacon Pointe Advisors, LLC	368,679368,679	$35M	—	ADD 72%
39	D.A. DAVIDSON & CO.	353,077353,077	$34M	—	TRIM -3%
40	Bond & Devick Financial Network, Inc.	335,830335,830	$32M	—	—
41	Corient Private Wealth LLC	318,854318,854	$30M	—	TRIM -48%
42	Mariner, LLC	318,634318,634	$30M	—	ADD 5%
43	High Note Wealth, LLC	314,519314,519	$30M	—	—
44	Composition Wealth, LLC	303,573303,573	$29M	—	ADD 2%
45	EASTERN BANK	298,727298,727	$29M	—	ADD 6%
46	Ally Invest Advisors Inc.	290,163290,163	$28M	—	ADD 3%
47	AlTi Global, Inc.	285,644285,644	$27M	—	—
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	281,817281,817	$27M	—	—
49	Clearstead Advisors, LLC	262,174262,174	$25M	—	ADD 17251%
50	RAYMOND JAMES FINANCIAL INC	259,032259,032	$25M	—	TRIM -2%
51	MML INVESTORS SERVICES, LLC	255,607255,607	$24M	—	TRIM -5%
52	Forefront Analytics, LLC	254,427254,427	$24M	—	ADD 20%
53	Bank of New York Mellon Corp	249,821249,821	$24M	—	ADD 137%
54	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	244,683244,683	$23M	—	TRIM -3%
55	KEYBANK NATIONAL ASSOCIATION/OH	243,261243,261	$23M	—	TRIM -11%
56	BLAIR WILLIAM & CO/IL	231,547231,547	$22M	—	ADD 8%
57	JONES FINANCIAL COMPANIES LLLP	238,877238,877	$22M	—	ADD 18%
58	LFA - Lugano Financial Advisors SA	229,552229,552	$22M	—	—
59	Cambridge Investment Research Advisors, Inc.	219,808219,808	$21M	—	TRIM -5%
60	Stanich Group LLC	219,010219,010	$21M	—	ADD 4%
61	MATHER GROUP, LLC.	216,863216,863	$21M	—	—
62	Ellevest, Inc.	215,582215,582	$21M	—	ADD 4%
63	Thrivent Financial for Lutherans	214,200214,200	$20M	—	TRIM -4%
64	Steward Partners Investment Advisory, LLC	204,003204,003	$20M	—	ADD 6%
65	HOWLAND CAPITAL MANAGEMENT LLC	203,846203,846	$19M	—	—
66	FinArc Investments, Inc.	188,524188,524	$18M	—	NEW
67	Baird Financial Group, Inc.	185,581185,581	$18M	—	—
68	Private Advisor Group, LLC	181,928181,928	$17M	—	ADD 16%
69	ALLIANCEBERNSTEIN L.P.	177,523177,523	$17M	—	ADD 40%
70	Windsor Capital Management, LLC	175,739175,739	$17M	—	TRIM -3%
71	Financial Engines Advisors L.L.C.	164,104164,104	$16M	—	ADD 3%
72	Modera Wealth Management, LLC	148,243148,243	$14M	—	—
73	STIFEL FINANCIAL CORP	137,504137,504	$13M	—	ADD 9%
74	Shira Ridge Wealth Management	136,330136,330	$13M	—	—
75	Sand Hill Global Advisors, LLC	131,592131,592	$13M	—	—
76	Wealth Architects, LLC	131,058131,058	$13M	—	—
77	Cetera Investment Advisers	129,155129,155	$12M	—	ADD 3%
78	Envestnet Portfolio Solutions, Inc.	127,007127,007	$12M	—	TRIM -3%
79	Alesco Advisors, LLC, An ESL Co	123,456123,456	$12M	—	TRIM -7%
80	FRANKLIN RESOURCES INC	118,186118,186	$11M	—	—
81	Impact Investors, Inc	118,110118,110	$11M	—	—
82	Mirae Asset Global Investments Co., Ltd.	115,600115,600	$11M	—	TRIM -10%
83	Fund Evaluation Group, LLC	113,425113,425	$11M	—	TRIM -14%
84	Roof Eidam Maycock Peralta, LLC	113,335113,335	$11M	—	—
85	TRUIST FINANCIAL CORP	112,216112,216	$11M	—	ADD 10%
86	Rockefeller Capital Management L.P.	103,182103,182	$10M	—	ADD 6%
87	Wealthspire Advisors, LLC	101,463101,463	$10M	—	TRIM -14%
88	Advisory Services Network, LLC	98,79698,796	$9M	—	ADD 5%
89	PARK AVENUE SECURITIES LLC	98,46798,467	$9M	—	ADD 6%
90	PRINCIPAL FINANCIAL GROUP INC	94,89594,895	$9M	—	ADD 48%
91	HB Wealth Management, LLC	92,93192,931	$9M	—	ADD 3%
92	Laurel Wealth Planning LLC	92,59592,595	$9M	—	—
93	Orgel Wealth Management, LLC	90,68590,685	$9M	—	ADD 57%
94	Robertson Stephens Wealth Management, LLC	89,91889,918	$9M	—	TRIM -3%
95	Cerity Partners LLC	86,40886,408	$8M	—	ADD 5%
96	Apella Capital, LLC	77,91077,910	$8M	—	—
97	Facet Wealth, Inc.	81,69181,691	$8M	—	ADD 5%
98	One Capital Management, LLC	77,72177,721	$7M	—	ADD 24%
99	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	75,53675,536	$7M	—	ADD 370%
100	JNBA Financial Advisors	74,62874,628	$7M	—	ADD 6%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

9.7M

10.6M

10.7M

9.4M

$901M

JPMORGAN CHASE & CO

6.3M

7.2M

7.5M

15.7M

8.1M

7.8M

$721M

Empower Advisory Group, LLC

6.0M

5.9M

5.6M

6.6M

5.5M

$523M

NORTHERN TRUST CORP

5.6M

5.7M

4.8M

4.7M

$450M

MORGAN STANLEY

5.1M

4.9M

4.2M

4.3M

4.4M

4.3M

$414M

FMR LLC

2.3M

2.5M

3.0M

3.2M

3.6M

4.0M

$380M

Betterment LLC

3.4M

3.3M

3.9M

$375M

TIAA Wealth Investment Management LLC

—

2.9M

$266M

GOLDMAN SACHS GROUP INC

1.6M

1.5M

1.8M

$174M

Acorns Advisers, LLC

1.5M

1.6M

$151M

UBS Group AG

1.4M

1.3M

1.2M

1.5M

$148M

WELLS FARGO & COMPANY/MN

1.7M

1.8M

1.5M

$145M

ENVESTNET ASSET MANAGEMENT INC

1.9M

1.8M

2.2M

1.6M

1.4M

1.5M

$142M

MERCER GLOBAL ADVISORS INC /ADV

1.2M

1.3M

1.4M

$137M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.0M

1.1M

1.2M

$118M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	738	87,475,019	—	$8.3B
2025-Q4	716	90,994,066	—	$8.7B
2025-Q3	643	92,839,757	—	$8.6B
2025-Q2	641	85,878,197	—	$7.7B
2025-Q1	606	86,061,744	—	$7.0B
2024-Q4	607	86,384,482	—	$6.6B
2024-Q3	586	88,407,906	—	$7.4B
2024-Q2	582	87,981,073	—	$6.9B

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding ESGD · 2026-Q1 methodology → sources →

738 holders

% of shares outstanding held

—

Shares held (13F)

87,475,019

Reporting holders

738

Top holders

largest 100 of 738 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	9,421,8209.4M	$901M	—	TRIM -12%
2	JPMORGAN CHASE & CO	7,788,8017.8M	$721M	—	TRIM -4%
3	Empower Advisory Group, LLC	5,474,0275.5M	$523M	—	TRIM -17%
4	NORTHERN TRUST CORP	4,711,1004.7M	$450M	—	—
5	MORGAN STANLEY	4,330,9484.3M	$414M	—	—
6	FMR LLC	3,973,4644.0M	$380M	—	ADD 10%
7	Betterment LLC	3,918,8913.9M	$375M	—	—
8	TIAA Wealth Investment Management LLC	2,874,5552.9M	$266M	—	NEW
9	GOLDMAN SACHS GROUP INC	1,814,6971.8M	$174M	—	ADD 23%
10	Acorns Advisers, LLC	1,578,3421.6M	$151M	—	—
11	UBS Group AG	1,546,4661.5M	$148M	—	ADD 26%
12	WELLS FARGO & COMPANY/MN	1,521,2931.5M	$145M	—	TRIM -14%
13	ENVESTNET ASSET MANAGEMENT INC	1,482,8091.5M	$142M	—	ADD 3%
14	MERCER GLOBAL ADVISORS INC /ADV	1,432,9101.4M	$137M	—	ADD 5%
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,234,6411.2M	$118M	—	ADD 3%
16	Wealthfront Advisers LLC	1,208,5221.2M	$116M	—	TRIM -3%
17	FLPUTNAM INVESTMENT MANAGEMENT CO	1,111,0411.1M	$106M	—	TRIM -16%
18	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1,059,5871.1M	$101M	—	NEW
19	SPINNAKER TRUST	1,047,9311.0M	$100M	—	—
20	AMERIPRISE FINANCIAL INC	1,003,4391.0M	$96M	—	ADD 5%
21	PNC FINANCIAL SERVICES GROUP, INC.	947,377947,377	$91M	—	ADD 15%
22	LPL Financial LLC	907,428907,428	$87M	—	ADD 14%
23	BlackRock, Inc.	853,371853,371	$82M	—	—
24	US BANCORP \DE\	833,783833,783	$79M	—	ADD 13%
25	COMMONWEALTH EQUITY SERVICES, LLC	819,887819,887	$78M	—	—
26	Fiduciary Trust Co	643,821643,821	$62M	—	ADD 4%
27	FIFTH THIRD BANCORP	624,015624,015	$60M	—	ADD 2%
28	EP Wealth Advisors, LLC	619,047619,047	$59M	—	—
29	Creative Planning	595,730595,730	$57M	—	ADD 6%
30	HighTower Advisors, LLC	522,218522,218	$50M	—	—
31	ROYAL BANK OF CANADA	488,801488,801	$47M	—	TRIM -7%
32	M&T Bank Corp	449,387449,387	$43M	—	TRIM -21%
33	MISSION WEALTH MANAGEMENT, LP	439,002439,002	$42M	—	—
34	Olde Wealth Management, LLC	423,213423,213	$40M	—	ADD 3%
35	IMPACTfolio, LLC	420,121420,121	$40M	—	ADD 5%
36	JANE STREET GROUP, LLC	381,632381,632	$36M	—	TRIM -73%
37	SEI INVESTMENTS CO	369,066369,066	$35M	—	TRIM -3%
38	Beacon Pointe Advisors, LLC	368,679368,679	$35M	—	ADD 72%
39	D.A. DAVIDSON & CO.	353,077353,077	$34M	—	TRIM -3%
40	Bond & Devick Financial Network, Inc.	335,830335,830	$32M	—	—
41	Corient Private Wealth LLC	318,854318,854	$30M	—	TRIM -48%
42	Mariner, LLC	318,634318,634	$30M	—	ADD 5%
43	High Note Wealth, LLC	314,519314,519	$30M	—	—
44	Composition Wealth, LLC	303,573303,573	$29M	—	ADD 2%
45	EASTERN BANK	298,727298,727	$29M	—	ADD 6%
46	Ally Invest Advisors Inc.	290,163290,163	$28M	—	ADD 3%
47	AlTi Global, Inc.	285,644285,644	$27M	—	—
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	281,817281,817	$27M	—	—
49	Clearstead Advisors, LLC	262,174262,174	$25M	—	ADD 17251%
50	RAYMOND JAMES FINANCIAL INC	259,032259,032	$25M	—	TRIM -2%
51	MML INVESTORS SERVICES, LLC	255,607255,607	$24M	—	TRIM -5%
52	Forefront Analytics, LLC	254,427254,427	$24M	—	ADD 20%
53	Bank of New York Mellon Corp	249,821249,821	$24M	—	ADD 137%
54	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	244,683244,683	$23M	—	TRIM -3%
55	KEYBANK NATIONAL ASSOCIATION/OH	243,261243,261	$23M	—	TRIM -11%
56	BLAIR WILLIAM & CO/IL	231,547231,547	$22M	—	ADD 8%
57	JONES FINANCIAL COMPANIES LLLP	238,877238,877	$22M	—	ADD 18%
58	LFA - Lugano Financial Advisors SA	229,552229,552	$22M	—	—
59	Cambridge Investment Research Advisors, Inc.	219,808219,808	$21M	—	TRIM -5%
60	Stanich Group LLC	219,010219,010	$21M	—	ADD 4%
61	MATHER GROUP, LLC.	216,863216,863	$21M	—	—
62	Ellevest, Inc.	215,582215,582	$21M	—	ADD 4%
63	Thrivent Financial for Lutherans	214,200214,200	$20M	—	TRIM -4%
64	Steward Partners Investment Advisory, LLC	204,003204,003	$20M	—	ADD 6%
65	HOWLAND CAPITAL MANAGEMENT LLC	203,846203,846	$19M	—	—
66	FinArc Investments, Inc.	188,524188,524	$18M	—	NEW
67	Baird Financial Group, Inc.	185,581185,581	$18M	—	—
68	Private Advisor Group, LLC	181,928181,928	$17M	—	ADD 16%
69	ALLIANCEBERNSTEIN L.P.	177,523177,523	$17M	—	ADD 40%
70	Windsor Capital Management, LLC	175,739175,739	$17M	—	TRIM -3%
71	Financial Engines Advisors L.L.C.	164,104164,104	$16M	—	ADD 3%
72	Modera Wealth Management, LLC	148,243148,243	$14M	—	—
73	STIFEL FINANCIAL CORP	137,504137,504	$13M	—	ADD 9%
74	Shira Ridge Wealth Management	136,330136,330	$13M	—	—
75	Sand Hill Global Advisors, LLC	131,592131,592	$13M	—	—
76	Wealth Architects, LLC	131,058131,058	$13M	—	—
77	Cetera Investment Advisers	129,155129,155	$12M	—	ADD 3%
78	Envestnet Portfolio Solutions, Inc.	127,007127,007	$12M	—	TRIM -3%
79	Alesco Advisors, LLC, An ESL Co	123,456123,456	$12M	—	TRIM -7%
80	FRANKLIN RESOURCES INC	118,186118,186	$11M	—	—
81	Impact Investors, Inc	118,110118,110	$11M	—	—
82	Mirae Asset Global Investments Co., Ltd.	115,600115,600	$11M	—	TRIM -10%
83	Fund Evaluation Group, LLC	113,425113,425	$11M	—	TRIM -14%
84	Roof Eidam Maycock Peralta, LLC	113,335113,335	$11M	—	—
85	TRUIST FINANCIAL CORP	112,216112,216	$11M	—	ADD 10%
86	Rockefeller Capital Management L.P.	103,182103,182	$10M	—	ADD 6%
87	Wealthspire Advisors, LLC	101,463101,463	$10M	—	TRIM -14%
88	Advisory Services Network, LLC	98,79698,796	$9M	—	ADD 5%
89	PARK AVENUE SECURITIES LLC	98,46798,467	$9M	—	ADD 6%
90	PRINCIPAL FINANCIAL GROUP INC	94,89594,895	$9M	—	ADD 48%
91	HB Wealth Management, LLC	92,93192,931	$9M	—	ADD 3%
92	Laurel Wealth Planning LLC	92,59592,595	$9M	—	—
93	Orgel Wealth Management, LLC	90,68590,685	$9M	—	ADD 57%
94	Robertson Stephens Wealth Management, LLC	89,91889,918	$9M	—	TRIM -3%
95	Cerity Partners LLC	86,40886,408	$8M	—	ADD 5%
96	Apella Capital, LLC	77,91077,910	$8M	—	—
97	Facet Wealth, Inc.	81,69181,691	$8M	—	ADD 5%
98	One Capital Management, LLC	77,72177,721	$7M	—	ADD 24%
99	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	75,53675,536	$7M	—	ADD 370%
100	JNBA Financial Advisors	74,62874,628	$7M	—	ADD 6%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

9.7M

10.6M

10.7M

9.4M

$901M

JPMORGAN CHASE & CO

6.3M

7.2M

7.5M

15.7M

8.1M

7.8M

$721M

Empower Advisory Group, LLC

6.0M

5.9M

5.6M

6.6M

5.5M

$523M

NORTHERN TRUST CORP

5.6M

5.7M

4.8M

4.7M

$450M

MORGAN STANLEY

5.1M

4.9M

4.2M

4.3M

4.4M

4.3M

$414M

FMR LLC

2.3M

2.5M

3.0M

3.2M

3.6M

4.0M

$380M

Betterment LLC

3.4M

3.3M

3.9M

$375M

TIAA Wealth Investment Management LLC

—

2.9M

$266M

GOLDMAN SACHS GROUP INC

1.6M

1.5M

1.8M

$174M

Acorns Advisers, LLC

1.5M

1.6M

$151M

UBS Group AG

1.4M

1.3M

1.2M

1.5M

$148M

WELLS FARGO & COMPANY/MN

1.7M

1.8M

1.5M

$145M

ENVESTNET ASSET MANAGEMENT INC

1.9M

1.8M

2.2M

1.6M

1.4M

1.5M

$142M

MERCER GLOBAL ADVISORS INC /ADV

1.2M

1.3M

1.4M

$137M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.0M

1.1M

1.2M

$118M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	738	87,475,019	—	$8.3B
2025-Q4	716	90,994,066	—	$8.7B
2025-Q3	643	92,839,757	—	$8.6B
2025-Q2	641	85,878,197	—	$7.7B
2025-Q1	606	86,061,744	—	$7.0B
2024-Q4	607	86,384,482	—	$6.6B
2024-Q3	586	88,407,906	—	$7.4B
2024-Q2	582	87,981,073	—	$6.9B

Short interest has its own tab now — open SI →

ESGD☆

Institutional ownership· 13F filers holding ESGD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding ESGD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

ESGD