% of shares outstanding is not shown for ESGE: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for ESGE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 16,718,54416.7M | $760M | — | ADD 19% |
| 2 | MORGAN STANLEY | 5,651,9305.7M | $257M | — | ADD 16% |
| 3 | NORTHERN TRUST CORP | 5,518,4235.5M | $251M | — | ADD 6% |
| 4 | Empower Advisory Group, LLC | 5,223,1495.2M | $237M | — | TRIM -18% |
| 5 | WIT, LLC | 5,181,7555.2M | $236M | — | ADD 13% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 3,328,7643.3M | $151M | — | TRIM -6% |
| 7 | Betterment LLC | 3,182,5303.2M | $145M | — | TRIM -2% |
| 8 | FMR LLC | 2,886,0302.9M | $131M | — | — |
| 9 | TIAA Wealth Investment Management LLC | 2,961,5223.0M | $130M | — | NEW |
| 10 | Wealthfront Advisers LLC | 2,504,5242.5M | $114M | — | TRIM -2% |
| 11 | JPMORGAN CHASE & CO | 2,412,6642.4M | $106M | — | — |
| 12 | BlackRock, Inc. | 2,103,9352.1M | $96M | — | ADD 56% |
| 13 | Creative Planning | 2,014,2022.0M | $92M | — | ADD 3% |
| 14 | WELLS FARGO & COMPANY/MN | 1,732,8331.7M | $79M | — | TRIM -26% |
| 15 | LPL Financial LLC | 1,683,2781.7M | $77M | — | ADD 11% |
| 16 | AMERIPRISE FINANCIAL INC | 1,411,2961.4M | $64M | — | TRIM -3% |
| 17 | UBS Group AG | 1,326,8881.3M | $60M | — | ADD 4% |
| 18 | US BANCORP \DE\ | 1,206,8381.2M | $60M | — | ADD 33% |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 1,254,2771.3M | $57M | — | ADD 3% |
| 20 | Acorns Advisers, LLC | 1,215,3831.2M | $55M | — | TRIM -3% |
| 21 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,044,8951.0M | $48M | — | NEW |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 937,064937,064 | $43M | — | — |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 799,904799,904 | $36M | — | ADD 4% |
| 24 | ROYAL BANK OF CANADA | 754,484754,484 | $34M | — | — |
| 25 | GOLDMAN SACHS GROUP INC | 715,454715,454 | $33M | — | ADD 11% |
| 26 | MISSION WEALTH MANAGEMENT, LP | 585,790585,790 | $27M | — | TRIM -2% |
| 27 | FIFTH THIRD BANCORP | 574,551574,551 | $26M | — | ADD 28% |
| 28 | M&T Bank Corp | 573,247573,247 | $26M | — | TRIM -17% |
| 29 | Envestnet Portfolio Solutions, Inc. | 564,830564,830 | $26M | — | TRIM -10% |
| 30 | FLPUTNAM INVESTMENT MANAGEMENT CO | 557,433557,433 | $25M | — | NEW |
| 31 | IMPACTfolio, LLC | 485,629485,629 | $22M | — | ADD 8% |
| 32 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 470,600470,600 | $21M | — | NEW |
| 33 | Fiduciary Trust Co | 425,038425,038 | $19M | — | ADD 4% |
| 34 | Forefront Analytics, LLC | 369,453369,453 | $17M | — | — |
| 35 | Cetera Investment Advisers | 364,413364,413 | $17M | — | TRIM -4% |
| 36 | HighTower Advisors, LLC | 363,309363,309 | $17M | — | — |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 351,620351,620 | $16M | — | TRIM -5% |
| 38 | EASTERN BANK | 348,586348,586 | $16M | — | — |
| 39 | NATIONAL BANK OF CANADA /FI/ | 346,800346,800 | $16M | — | ADD 1576264% |
| 40 | SEI INVESTMENTS CO | 337,965337,965 | $15M | — | TRIM -4% |
| 41 | RAYMOND JAMES FINANCIAL INC | 326,033326,033 | $15M | — | TRIM -4% |
| 42 | Mariner, LLC | 324,716324,716 | $15M | — | ADD 4% |
| 43 | PARK AVENUE SECURITIES LLC | 313,840313,840 | $14M | — | NEW |
| 44 | Beacon Pointe Advisors, LLC | 312,930312,930 | $14M | — | ADD 36% |
| 45 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 283,275283,275 | $13M | — | NEW |
| 46 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 271,331271,331 | $12M | — | TRIM -2% |
| 47 | Cambridge Investment Research Advisors, Inc. | 270,273270,273 | $12M | — | ADD 8% |
| 48 | Corient Private Wealth LLC | 248,024248,024 | $11M | — | TRIM -55% |
| 49 | Nearwater Capital Markets, Ltd | 200,000200,000 | $9M | — | NEW |
| 50 | Composition Wealth, LLC | 198,455198,455 | $9M | — | ADD 2% |
| 51 | MML INVESTORS SERVICES, LLC | 183,335183,335 | $8M | — | TRIM -23% |
| 52 | Ally Invest Advisors Inc. | 173,536173,536 | $8M | — | — |
| 53 | TRUIST FINANCIAL CORP | 168,124168,124 | $8M | — | ADD 101% |
| 54 | CITIGROUP INC | 167,888167,888 | $8M | — | TRIM -13% |
| 55 | PRINCIPAL FINANCIAL GROUP INC | 166,631166,631 | $8M | — | ADD 31% |
| 56 | Intergy Private Wealth, LLC | 162,446162,446 | $7M | — | — |
| 57 | OXFORD FINANCIAL GROUP, LTD. LLC | 157,424157,424 | $7M | — | TRIM -3% |
| 58 | MATHER GROUP, LLC. | 157,147157,147 | $7M | — | — |
| 59 | Modera Wealth Management, LLC | 155,372155,372 | $7M | — | — |
| 60 | JONES FINANCIAL COMPANIES LLLP | 155,824155,824 | $7M | — | ADD 49% |
| 61 | Bank of New York Mellon Corp | 144,636144,636 | $7M | — | ADD 60% |
| 62 | Focus Partners Wealth | 143,596143,596 | $7M | — | ADD 17% |
| 63 | Stanich Group LLC | 141,849141,849 | $6M | — | ADD 4% |
| 64 | Laurel Wealth Planning LLC | 132,209132,209 | $6M | — | TRIM -4% |
| 65 | BALDWIN WEALTH PARTNERS LLC/MA | 127,953127,953 | $6M | — | NEW |
| 66 | BANK OF MONTREAL /CAN/ | 127,754127,754 | $6M | — | ADD 16% |
| 67 | Steward Partners Investment Advisory, LLC | 127,246127,246 | $6M | — | ADD 9% |
| 68 | Thrivent Financial for Lutherans | 125,952125,952 | $6M | — | TRIM -10% |
| 69 | BROWN ADVISORY INC | 123,954123,954 | $6M | — | ADD 5% |
| 70 | Alesco Advisors, LLC, An ESL Co | 121,367121,367 | $6M | — | TRIM -7% |
| 71 | Allworth Financial LP | 112,698112,698 | $5M | — | — |
| 72 | Wealthspire Advisors, LLC | 111,059111,059 | $5M | — | TRIM -2% |
| 73 | Quent Capital, LLC | 109,765109,765 | $5M | — | TRIM -4% |
| 74 | Janney Montgomery Scott LLC | 107,240107,240 | $5M | — | TRIM -9% |
| 75 | BAILARD, INC. | 107,136107,136 | $5M | — | TRIM -6% |
| 76 | Mirae Asset Global Investments Co., Ltd. | 105,070105,070 | $5M | — | TRIM -6% |
| 77 | Sand Hill Global Advisors, LLC | 104,434104,434 | $5M | — | TRIM -4% |
| 78 | ASSETMARK, INC | 101,318101,318 | $5M | — | TRIM -7% |
| 79 | Financial Engines Advisors L.L.C. | 100,117100,117 | $5M | — | NEW |
| 80 | EVOKE WEALTH, LLC | 97,88197,881 | $4M | — | — |
| 81 | Cerity Partners LLC | 96,89096,890 | $4M | — | ADD 19% |
| 82 | High Note Wealth, LLC | 94,63894,638 | $4M | — | — |
| 83 | Rockefeller Capital Management L.P. | 90,12290,122 | $4M | — | ADD 4% |
| 84 | Savant Capital, LLC | 89,92589,925 | $4M | — | ADD 12% |
| 85 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87,41387,413 | $4M | — | TRIM -77% |
| 86 | Apella Capital, LLC | 71,38771,387 | $4M | — | — |
| 87 | Centennial Bank/AR/ | 79,40079,400 | $4M | — | ADD 97% |
| 88 | NORTHSTAR ASSET MANAGEMENT INC | 79,38179,381 | $4M | — | ADD 108% |
| 89 | GeoWealth Management, LLC | 77,27877,278 | $4M | — | TRIM -11% |
| 90 | ALLIANCEBERNSTEIN L.P. | 78,62678,626 | $3M | — | ADD 43% |
| 91 | RENAISSANCE TECHNOLOGIES LLC | 76,30076,300 | $3M | — | ADD 757% |
| 92 | Avise Financial Cooperative, Inc. | 74,21874,218 | $3M | — | ADD 7% |
| 93 | STIFEL FINANCIAL CORP | 74,10174,101 | $3M | — | ADD 9% |
| 94 | Baird Financial Group, Inc. | 72,11772,117 | $3M | — | — |
| 95 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 70,60270,602 | $3M | — | ADD 145% |
| 96 | rebel Financial LLC | 69,27469,274 | $3M | — | TRIM -10% |
| 97 | &PARTNERS | 66,33666,336 | $3M | — | — |
| 98 | Robertson Stephens Wealth Management, LLC | 65,25765,257 | $3M | — | ADD 9% |
| 99 | AlTi Global, Inc. | 64,72364,723 | $3M | — | — |
| 100 | CABOT WEALTH MANAGEMENT INC | 63,81363,813 | $3M | — | ADD 13% |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 15.7M | 15.8M | 15.5M | 14.2M | 14.0M | 16.7M | $760M |
| MORGAN STANLEY | 5.2M | 5.3M | 5.4M | 4.8M | 4.9M | 5.7M | $257M |
| NORTHERN TRUST CORP | 4.3M | 6.0M | 4.5M | 4.9M | 5.2M | 5.5M | $251M |
| Empower Advisory Group, LLC | 5.7M | 5.7M | 5.6M | 5.5M | 6.4M | 5.2M | $237M |
| WIT, LLC | 784K | 784K | 4.6M | 4.6M | 4.6M | 5.2M | $236M |
| ENVESTNET ASSET MANAGEMENT INC | 3.5M | 3.4M | 3.4M | 3.1M | 3.6M | 3.3M | $151M |
| Betterment LLC | 3.4M | 3.0M | 3.3M | 3.3M | 3.3M | 3.2M | $145M |
| FMR LLC | 2.2M | 2.5M | 2.3M | 2.5M | 2.9M | 2.9M | $131M |
| TIAA Wealth Investment Management LLC | — | — | — | — | — | 3.0M | $130M |
| Wealthfront Advisers LLC | 2.5M | 2.5M | 2.4M | 2.5M | 2.6M | 2.5M | $114M |
| JPMORGAN CHASE & CO | 2.1M | 1.9M | 1.9M | 4.7M | 2.4M | 2.4M | $106M |
| BlackRock, Inc. | 868K | 799K | 2.1M | 1.3M | 1.3M | 2.1M | $96M |
| Creative Planning | 1.8M | 1.9M | 1.9M | 1.9M | 2.0M | 2.0M | $92M |
| WELLS FARGO & COMPANY/MN | 1.7M | 1.7M | 1.7M | 1.7M | 2.3M | 1.7M | $79M |
| LPL Financial LLC | 1.1M | 1.1M | 1.2M | 1.3M | 1.5M | 1.7M | $77M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA Wealth Investment Management LLC | +2,961,522 | $135M | OPEN |
| BANK OF AMERICA CORP /DE/ | +2,683,830 | $122M | ADD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | +1,044,895 | $47M | OPEN |
| MORGAN STANLEY | +766,073 | $35M | ADD |
| BlackRock, Inc. | +756,018 | $34M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −4,175,395 | $190M | TRIM |
| Empower Advisory Group, LLC | −1,153,599 | $52M | TRIM |
| WELLS FARGO & COMPANY/MN | −612,898 | $28M | TRIM |
| OLD MISSION CAPITAL LLC | −555,947 | $25M | CLOSE |
| CITADEL ADVISORS LLC | −418,881 | $19M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 595 | 95,668,814 | — | $4.3B |
| 2025-Q4 | 587 | 92,361,950 | — | $4.1B |
| 2025-Q3 | 531 | 90,484,220 | — | $3.9B |
| 2025-Q2 | 530 | 94,251,760 | — | $3.7B |
| 2025-Q1 | 499 | 89,688,688 | — | $3.2B |
| 2024-Q4 | 516 | 89,920,706 | — | $3.0B |
| 2024-Q3 | 500 | 91,242,188 | — | $3.3B |
| 2024-Q2 | 493 | 87,199,835 | — | $2.9B |
| 2024-Q1 | 493 | 95,227,261 | — | $3.1B |
| 2023-Q4 | 510 | 88,067,580 | — | $2.8B |
| 2023-Q3 | 492 | 88,720,562 | — | $2.7B |
| 2023-Q2 | 502 | 93,019,763 | — | $2.9B |
| 2023-Q1 | 514 | 96,050,299 | — | $3.0B |
| 2022-Q4 | 517 | 88,192,380 | — | $2.7B |
| 2022-Q3 | 530 | 103,168,290 | — | $2.9B |
| 2022-Q2 | 556 | 103,214,122 | — | $3.3B |
| 2022-Q1 | 567 | 146,573,928 | — | $5.4B |
| 2021-Q4 | 548 | 136,454,247 | — | $5.4B |
| 2021-Q3 | 476 | 131,256,167 | — | $5.4B |
| 2021-Q2 | 469 | 154,265,255 | — | $7.0B |
| 2021-Q1 | 450 | 142,869,196 | — | $6.2B |
| 2020-Q4 | 407 | 136,801,673 | — | $5.8B |
| 2020-Q3 | 324 | 96,213,364 | — | $3.5B |
| 2020-Q2 | 295 | 91,261,536 | — | $3.0B |
| 2020-Q1 | 269 | 64,788,837 | — | $1.9B |
| 2019-Q4 | 171 | 22,044,013 | — | $841M |
| 2019-Q3 | 144 | 19,562,795 | — | $704M |
| 2019-Q2 | 137 | 20,711,269 | — | $771M |
| 2019-Q1 | 129 | 16,149,900 | — | $606M |
| 2018-Q4 | 109 | 8,678,876 | — | $266M |
| 2018-Q3 | 99 | 5,166,586 | — | $172M |
| 2018-Q2 | 74 | 5,200,779 | — | $176M |
| 2018-Q1 | 61 | 2,087,121 | — | $158M |
| 2017-Q4 | 44 | 1,246,349 | — | $92M |
| 2017-Q3 | 30 | 667,698 | — | $46M |
| 2017-Q2 | 17 | 384,499 | — | $25M |
| 2017-Q1 | 9 | 430,512 | — | $26M |
| 2016-Q4 | 7 | 352,224 | — | $19M |
| 2016-Q3 | 2 | 49,387 | — | $3M |
| 2016-Q2 | 1 | 99,998 | — | $5M |
| 2016-Q1 | 1 | 50 | — | $2,000 |
