Signals

ESE

508 in-universe funds with a nonzero position in ESE within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-06 8-K Item(s) 2.02, 7.01, 9.01
2026-06-03 8-K Item(s) 1.01, 1.02, 2.03, 9.01 -- negative
2026-05-07 8-K Item(s) 2.02, 7.01, 9.01
2026-04-16 8-K Item(s) 1.01, 3.02, 9.01
2026-04-15 8-K Item(s) 2.02, 7.01, 9.01
2026-02-05 8-K Item(s) 2.02, 5.07, 7.01, 9.01
2025-11-20 8-K Item(s) 2.02, 5.02, 7.01, 9.01
2025-08-07 8-K Item(s) 2.02, 7.01, 9.01
2025-05-07 8-K Item(s) 2.02, 7.01, 9.01
2025-04-28 8-K Item(s) 2.01, 7.01, 9.01

Flow ranking

Rank#1765
Score / z0.001 / -0.02
Consensus151.22 over 266 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-06 8-K 2.02, 7.01, 9.01
2026-06-03 8-K 1.01, 1.02, 2.03, 9.01
2026-05-07 8-K 2.02, 7.01, 9.01
2026-04-16 8-K 1.01, 3.02, 9.01
2026-04-15 8-K 2.02, 7.01, 9.01
2026-02-05 8-K 2.02, 5.07, 7.01, 9.01
2025-11-20 8-K 2.02, 5.02, 7.01, 9.01
2025-08-07 8-K 2.02, 7.01, 9.01
2025-05-07 8-K 2.02, 7.01, 9.01
2025-04-28 8-K 2.01, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,119.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 353.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 291.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 211.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 179.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 178.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 176.3 3.7% 4 +0.9 pp +0.6 pp +0.9 pp +3.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 176.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 152.4 3.0% 4 +0.5 pp +0.1 pp +0.2 pp +3.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 131.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 114.3 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 112.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 102.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 96.2 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 85.6 0.9% 4 +0.2 pp +0.1 pp +0.0 pp +0.9 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 84.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 84.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 82.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 81.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 78.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 72.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 66.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 56.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 52.9 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 52.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 52.3 0.4% 4 +0.1 pp +0.0 pp -0.1 pp +0.4 pp
Two Creeks Capital Management, LP CIK 0001606430 0.000 13 50.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 50.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 47.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 47.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 45.8 1.4% 4 +0.4 pp +0.5 pp +0.8 pp +1.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 42.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 39.6 3.8% 4 +1.1 pp +0.7 pp +1.1 pp +3.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 35.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 32.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 27.7 1.3% 4 +0.4 pp +0.4 pp +0.8 pp +1.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 27.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 26.4 1.1% 4 +0.3 pp +0.2 pp +0.2 pp +1.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 26.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 26.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRUENCE CAPITAL, LLC CIK 0002085569 0.177 28 23.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 22.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 20.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DF DENT & CO INC CIK 0000934999 0.596 271 20.6 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 18.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 17.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 17.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 16.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 16.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 15.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 11.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 11.8 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 10.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 10.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 9.5 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 9.1 1.4% 4 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 8.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 8.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 8.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pier Capital, LLC CIK 0001310051 0.081 129 8.3 1.4% 2 +0.9 pp +1.4 pp +1.4 pp +1.4 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 6.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.2 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 5.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 4.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Freemont Management S.A. CIK 0001609120 0.000 11 3.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 3.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 3.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Future Fund LLC CIK 0001911970 0.079 118 2.6 0.9% 4 +0.5 pp +0.5 pp +0.6 pp +0.9 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.6 0.1% 4 +0.0 pp +0.1 pp -0.2 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.4 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ESE). Qtrs Held counts distinct quarters this fund has actually held ESE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESE position size. Δ columns are the percentage-point change in ESE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status