ESOA Energy Services Acquisition Corp
Energy Services Acquisition Corp (ESOA) Institutional Ownership
What the institutions did with ESOA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Vise Technologies, Inc. | 467.3K | 19.9% |
| DIMENSIONAL FUND ADVISORS LP | 400.1K | 17.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 363.2K | 15.5% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 242.1K | 10.3% |
| MACKENZIE FINANCIAL CORP | 182.1K | 7.7% |
| Bank of New York Mellon Corp | 157.9K | 6.7% |
| THOMPSON SIEGEL & WALMSLEY LLC | 129.5K | 5.5% |
| THOMPSON DAVIS & CO., INC. | 88.0K | 3.7% |
| Verdence Capital Advisors LLC | 65.0K | 2.8% |
| Russell Investments Group, Ltd. | 40.3K | 1.7% |
| BARCLAYS PLC | 27.6K | 1.2% |
| RITHOLTZ WEALTH MANAGEMENT | 24.9K | 1.1% |
| State of Wyoming | 21.8K | 0.9% |
| STRS OHIO | 18.2K | 0.8% |
| Lionshead Wealth Management, LLC | 17.4K | 0.7% |
| GFG Capital, LLC | 16.1K | 0.7% |
| Crown Wealth Group, LLC | 16.0K | 0.7% |
| Kestra Advisory Services, LLC | 13.6K | 0.6% |
| DEUTSCHE BANK AG\ | 12.2K | 0.5% |
| Y-Intercept (Hong Kong) Ltd | 11.8K | 0.5% |
| Copeland Capital Management, LLC | 10.9K | 0.5% |
| CITY HOLDING CO | 10.4K | 0.4% |
| VERUS CAPITAL PARTNERS, LLC | 10.1K | 0.4% |
| PNC Financial Services Group, Inc. | 1.8K | 0.1% |
| CITIGROUP INC | 755 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Vise Technologies, Inc. | New | 0 | 467.3K | +467.3K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Increased | 26.1K | 242.1K | +216.0K |
| MACKENZIE FINANCIAL CORP | Reduced | 303.3K | 182.1K | -121.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 354.1K | 400.1K | +46.0K |
| Russell Investments Group, Ltd. | Reduced | 78.3K | 40.3K | -38.1K |
| THOMPSON DAVIS & CO., INC. | Increased | 54.8K | 88.0K | +33.2K |
| Calamos Advisors LLC | Sold Out | 29.2K | 0 | -29.2K |
| State of Wyoming | Increased | 4.8K | 21.8K | +17.0K |
| STRS OHIO | Increased | 6.5K | 18.2K | +11.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 355.8K | 363.2K | +7.4K |
| Copeland Capital Management, LLC | Increased | 4.6K | 10.9K | +6.2K |
| CITIGROUP INC | Reduced | 6.6K | 755 | -5.8K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 30.6K | 24.9K | -5.7K |
| THOMPSON SIEGEL & WALMSLEY LLC | Increased | 124.5K | 129.5K | +5.0K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 15.3K | 11.8K | -3.5K |
| BARCLAYS PLC | Increased | 24.1K | 27.6K | +3.4K |
| Bank of New York Mellon Corp | Increased | 155.1K | 157.9K | +2.8K |
| DEUTSCHE BANK AG\ | Reduced | 14.0K | 12.2K | -1.7K |
| Kestra Advisory Services, LLC | Increased | 12.6K | 13.6K | +935 |
| Sterling Capital Management LLC | Increased | 49 | 459 | +410 |
| PNC Financial Services Group, Inc. | Reduced | 2.1K | 1.8K | -314 |
| GAMMA Investing LLC | Increased | 71 | 278 | +207 |
| Stone House Investment Management, LLC | Sold Out | 200 | 0 | -200 |
| SJS Investment Consulting Inc. | Increased | 7 | 93 | +86 |
| Allworth Financial LP | Increased | 216 | 300 | +84 |
| Farther Finance Advisors, LLC | Increased | 11 | 93 | +82 |
| Provenance Wealth Advisors, LLC | New | 0 | 65 | +65 |
| True Wealth Design, LLC | Increased | 2 | 29 | +27 |
| Clearstead Advisors, LLC | Reduced | 32 | 9 | -23 |
| EverSource Wealth Advisors, LLC | Increased | 38 | 58 | +20 |
| Root Financial Partners, LLC | New | 0 | 16 | +16 |
| IFP Advisors, Inc | Reduced | 42 | 27 | -15 |
| Essential Partners LLC | Reduced | 43 | 38 | -5 |
| Caitong International Asset Management Co., Ltd | Increased | 7 | 9 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.