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Who owns ESPOWhat ESPO owns — n/a

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Institutional ownership of ESPO from SEC Form 13F filings across 76 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

76

13F holders

$58.0M

value, 2026 filers

25.3%

of shares outstanding (658,776 sh)

13

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ESPO's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC111,703$10.0M0.0%4.3%-26.1%
2BANK OF AMERICA CORP /DE/63,326$5.7M0.0%2.4%+6.5%
3SUSQUEHANNA INTERNATIONAL GROUP, LLP52,224$4.7M0.0%2%+56.5%
4VAN ECK ASSOCIATES CORP46,089$4.1M0.0%1.8%0.0%
5PNC Financial Services Group, Inc.44,277$4.0M0.0%1.7%-13.6%
6MORGAN STANLEY37,640$3.4M0.0%1.4%-12.6%
7UBS Group AG31,645$2.8M0.0%1.2%+10.0%
8RAYMOND JAMES FINANCIAL INC26,319$2.4M0.0%1%+42.1%
9ROYAL BANK OF CANADA20,956$1.9M0.0%0.8%+33.9%
10CITADEL ADVISORS LLC20,720$1.9M0.0%0.8%-64.8%
11Arete Wealth Advisors, LLCNEW20,298$1.8M0.1%0.8%new
12Steward Partners Investment Advisory, LLC19,075$1.7M0.0%0.7%+29.9%
13OLD MISSION CAPITAL LLC11,449$1.0M0.0%0.4%-19.8%
14Banco BTG Pactual S.A.11,392$1.0M0.1%0.4%-40.9%
15JANE STREET GROUP, LLC10,734$963,3760.0%0.4%+32.9%
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC9,914$905,0490.1%0.4%0.0%
17BROWN ADVISORY INC9,055$812,6860.0%0.3%0.0%
18OSAIC HOLDINGS, INC.8,934$801,9920.0%0.3%+7.2%
19WELLS FARGO & COMPANY/MN8,092$726,2570.0%0.3%-3.4%
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,654$686,9400.0%0.3%-7.7%
21Janney Montgomery Scott LLC7,453$6690.0%0.3%0.0%
22Vontobel Holding Ltd.6,022$540,4750.0%0.2%-1.2%
23Cetera Investment Advisers5,859$525,8900.0%0.2%-6.3%
24COMMONWEALTH EQUITY SERVICES, LLC5,856$525,5400.0%0.2%-1.4%
25Kestra Advisory Services, LLC5,433$487,5770.0%0.2%-9.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.