FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.2°C
UV0
Feels31.7°C
Humidity70%
Wind13.3 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:10 PM
13F QoQ Ownership Changes

ESCA Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 11 new · 19 added · 47 reduced · 7 exited

New Positions(11)

ManagerSharesΔ SharesValueΔ Value% Δ
MCF Advisors LLC500+500$6.7K+$6.7K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC428+428$5.8K+$5.8K
IFS Advisors, LLC100+100$1.3K+$1.3K
Torren Management, LLC67+67$907+$907
Allworth Financial LP42+42$567+$567
NewEdge Advisors, LLC30+30$405+$405
Farther Finance Advisors, LLC11+11$148+$148
PNC Financial Services Group, Inc.10+10$135+$135
IFP Advisors, Inc10+10$129+$129
MAI Capital Management3+3$41+$41
SJS Investment Consulting Inc.1+1$14+$14

Added To(19)

ManagerSharesΔ SharesValueΔ Value% Δ
Minerva Advisors LLC567,621+17,429$7.7M+$741.3K3.2%
BlackRock, Inc.540,358+4,504$7.3M+$553.7K0.8%
VANGUARD GROUP INC510,016+2,243$6.9M+$497.4K0.4%
GEODE CAPITAL MANAGEMENT, LLC221,996+878$3.0M+$215.3K0.4%
MORGAN STANLEY118,167+6,554$1.6M+$191.1K5.9%
STATE STREET CORP140,410+4,373$1.9M+$184.1K3.2%
BARCLAYS PLC16,989+2,740$237.5K+$58.4K19.2%
WELLS FARGO & COMPANY/MN12,455+3,701$168.0K+$58.0K42.3%
BANK OF AMERICA CORP /DE/9,171+3,781$123.7K+$56.0K70.1%
CERTIOR FINANCIAL GROUP, LLC12,351+1,143$166.6K+$25.7K10.2%
GOLDMAN SACHS GROUP INC11,845+779$159.8K+$20.7K7.0%
FMR LLC2,100+1,478$28.3K+$20.5K237.6%
AQR CAPITAL MANAGEMENT LLC10,683+499$144.1K+$16.1K4.9%
Focus Partners Wealth11,895+256$160.5K+$14.0K2.2%
CITIGROUP INC650+514$8.8K+$7.1K377.9%
BNP PARIBAS FINANCIAL MARKETS2,274+340$30.7K+$6.4K17.6%
GAMMA Investing LLC247+94$3.3K+$1.4K61.4%
ROTHSCHILD INVESTMENT LLC12+6$162+$87100.0%
Covestor Ltd10+4$0$066.7%

Reduced(47)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada19,372-53,022$261.0K-$797.0K-73.2%
North Star Investment Management Corp.428,112-641$5.8M+$385.8K-0.1%
DIMENSIONAL FUND ADVISORS LP460,100-3,361$6.2M+$380.9K-0.7%
Bank of New York Mellon Corp94,761-31,498$1.3M-$308.7K-24.9%
CITADEL ADVISORS LLC16,426-11,490$221.6K-$129.3K-41.1%
Mork Capital Management, LLC80,0000$1.1M+$73.6K0.0%
LPL Financial LLC23,892-7,337$322.3K-$70.2K-23.5%
De Lisle Partners LLP78,5290$1.1M+$68.6K0.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,741-6,812$320.3K-$63.8K-22.3%
Northstar Group, Inc.66,5000$897.1K+$61.2K0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC41,8080$564.0K+$38.5K0.0%
PEOPLES BANK /OH65,316-1,810$881.1K+$37.3K-2.7%
NORTHERN TRUST CORP77,648-7,945$1.0M-$28.4K-9.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC28,7860$388.3K+$26.5K0.0%
RENAISSANCE TECHNOLOGIES LLC15,5300$209.5K+$14.3K0.0%
Nuveen, LLC14,6290$197.3K+$13.5K0.0%
Prosperity Consulting Group, LLC17,533-2,249$236.5K-$12.1K-11.4%
RHUMBLINE ADVISERS8,019-1,471$108.2K-$11.1K-15.5%
RITHOLTZ WEALTH MANAGEMENT15,663-283$211.3K+$10.9K-1.8%
JANE STREET GROUP, LLC11,532-1,585$155.6K-$9.3K-12.1%
NEW YORK STATE COMMON RETIREMENT FUND5,4520$73.5K+$5.0K0.0%
DEUTSCHE BANK AG\7,850-185$105.9K+$4.9K-2.3%
JPMORGAN CHASE & CO12,632-1,221$170.4K-$3.7K-8.8%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,795-172$64.7K+$2.3K-3.5%
Police & Firemen's Retirement System of New Jersey2,2570$30.4K+$2.1K0.0%
Smartleaf Asset Management LLC55-82$738-$989-59.9%
UBS Group AG7,421-616$100.1K-$916-7.7%
Sterling Capital Management LLC589-109$7.9K-$828-15.6%
Legal & General Group Plc8820$11.9K+$8110.0%
Russell Investments Group, Ltd.8380$11.3K+$7710.0%
Ameritas Investment Partners, Inc.8220$11.1K+$7560.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM625-101$8.4K-$695-13.9%
Tower Research Capital LLC (TRC)810-90$10.9K-$386-10.0%
OSAIC HOLDINGS, INC.2620$3.5K+$2400.0%
Clearstead Advisors, LLC1-17$14-$213-94.4%
Optiver Holding B.V.1680$2.3K+$1540.0%
JONES FINANCIAL COMPANIES LLLP1000$1.3K+$660.0%
COMERICA BANK560$755+$510.0%
NISA INVESTMENT ADVISORS, LLC530$715+$490.0%
EverSource Wealth Advisors, LLC40-6$539-$39-13.0%
Arete Wealth Advisors, LLC22,595-10$305+$21-0.0%
SBI Securities Co., Ltd.33-1$445+$18-2.9%
True Wealth Design, LLC8-2$108-$18-20.0%
Janney Montgomery Scott LLC15,610-641$211+$7-3.9%
HARBOR CAPITAL ADVISORS, INC.350-6$5+$1-1.7%
AMALGAMATED BANK321-15$4$0-4.5%
CWM, LLC1,031-67$14$0-6.1%

Sold Out(7)

ManagerSharesΔ SharesValueΔ Value% Δ
Rehmann Capital Advisory Group0-309,213$0-$3.9M
Inspire Advisors, LLC0-21,140$0-$265.7K
Cerity Partners LLC0-12,043$0-$151.4K
Arax Advisory Partners0-310$0-$3.9K
Archer Investment Corp0-51$0-$642
CANADA LIFE ASSURANCE Co0-949$0-$12
SIMPLEX TRADING, LLC0-670$0-$8