ESGG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -30.0% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 50.65K | $11.81M | +2 | −1 |
| Q1 2026 | 14 | -2 | 86.10K | $17.21M | +2 | −4 |
| Q4 2025 | 16 | +1 | 81.50K | $16.73M | +1 | — |
| Q3 2025 | 3 | 0 | 11.35K | $2.24M | — | — |
| Q2 2025 | 2 | +1 | 1.71K | $320,945 | +1 | — |
| Q4 2024 | 1 | 0 | 10.31K | $1.73M | — | — |
| Q3 2024 | 1 | 0 | 51.85K | $8.95M | — | — |
| Q2 2024 | 1 | — | 4.81K | $791,246 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 10.39K | +4.9% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 7.87K | +2.4% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 6.00K | +3.7% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 5.40K | -79.0% | $1.26M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 5.22K | +12.1% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 4.51K | -0.6% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 4.23K | +4.3% | $986,895 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 2.14K | -41.4% | $499,159 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 1.86K | -1.4% | $433,341 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 1.53K | New | $356,942 | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 1.12K | +4.7% | $260,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 239 | -22.6% | $55,314 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | Assetmark, Inc | 68 | New | $15,854 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 65 | +47.7% | $15,263 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | — | $229 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $356,942 | 0.0% |
| Assetmark, Inc | $15,854 | 0.0% |
Exited
| Northern Trust Corp | $3.34M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 197.11K shares, $37.81M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.