ESI institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

428 institutional managers reported holding ESI for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 53%. 92 opened new positions; 53 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock27.25M11.18%$930.4Madded +2.6%2019 Q1
Vanguard Group26.19M10.75%$894.2Madded +4.1%2019 Q1
FMR (Fidelity)20.69M8.49%$706.2Madded +19.4%2019 Q1
T. Rowe Price Investment Management, INC.9.02M3.70%$308.1Madded +261.3%2022 Q3
Invesco8.99M3.69%$307.0Madded +27.2%2019 Q1
Dimensional Fund Advisors8.48M3.48%$289.3Munchanged2019 Q1
FIL LTD8.08M3.32%$275.9Madded +58.8%2024 Q4
Neuberger Berman Group LLC7.97M3.27%$272.0Mtrimmed -15%2020 Q4
State Street7.31M3.00%$249.4Madded +2%2019 Q1
Geode Capital5.22M2.14%$178.3Madded +6.5%2019 Q1
AllianceBernstein5.05M2.07%$172.5Madded +45.2%2019 Q1
Locust Wood Capital Advisers, LLC (focused)4.39M1.80%$149.8Mtrimmed -9.3%2019 Q1
Silvercrest Asset Management Group LLC4.37M1.79%$149.1Mtrimmed -6.7%2021 Q1
Capital Group (American Funds)3.63M1.49%$124.0Madded +6.7%2024 Q1
Vaughan Nelson Investment Management, L.p.3.55M1.46%$121.3Mtrimmed -17.2%2019 Q1
Scopus Asset Management, L.p.3.10M1.27%$105.9Mtrimmed -6.6%2019 Q1
Gates Capital Management, INC. (focused)3.06M1.25%$104.4Mtrimmed -33%2019 Q1
MFS Investment Management3.04M1.25%$103.6Madded +50.5%2019 Q3
Jennison Associates LLC2.98M1.22%$101.7Madded +36.7%2024 Q3
American Century Companies INC2.89M1.19%$98.7Madded +6.4%2020 Q4
Thrivent Financial for Lutherans2.87M1.18%$97.9Madded +13.6%2024 Q1
BNY Mellon2.65M1.09%$90.5Madded +30.8%2019 Q1
Charles Schwab Investment Management2.64M1.08%$90.3Madded +4.9%2019 Q1
NEW South Capital Management INC2.42M0.99%$82.7Mtrimmed -3.7%2020 Q1
Wellington Management2.34M0.96%$80.0Mtrimmed -6.7%2020 Q1
Lord, Abbett & CO. LLC2.23M0.92%$76.3Madded +597.1%2022 Q3
First Trust Advisors LP2.22M0.91%$75.8Madded +8.9%2020 Q1
Gw&k Investment Management, LLC2.08M0.85%$70.9Mtrimmed -13.2%2020 Q4
Point722.04M0.83%$69.5Madded +72.9%2024 Q1
Royce & Associates1.96M0.81%$67.1Mtrimmed -16.7%2019 Q1
UBS1.93M0.79%$65.8Madded +4.6%2019 Q1
Morgan Stanley1.92M0.79%$65.7Mtrimmed -7.2%2019 Q1
Northern Trust1.81M0.74%$61.7Madded +1.6%2019 Q1
Clearbridge Investments, LLC1.76M0.72%$60.1Madded +1.2%2023 Q1
Segall Bryant & Hamill, LLC1.76M0.72%$60.0Mtrimmed -21.4%2020 Q4
Glenview Capital (focused)1.63M0.67%$55.6Mtrimmed -42.5%2019 Q1
Voya Investment Management LLC1.54M0.63%$52.7Mtrimmed -13.5%2019 Q1
Victory Capital Management INC1.44M0.59%$49.2Mtrimmed -6.8%2022 Q3
Quantinno Capital Management LP1.38M0.57%$47.3Mtrimmed -4.5%2021 Q4
Gotham Asset Management1.30M0.54%$44.5Madded +22.8%2021 Q4
Raymond James Financial INC1.29M0.53%$44.1Madded +413.5%2019 Q1
Goldman Sachs1.22M0.50%$41.7Mtrimmed -11.9%2019 Q1
Bessemer Group INC1.19M0.49%$40.5Mtrimmed -19%2021 Q3
Holocene Advisors1.18M0.49%$40.4Mopened2026 Q1
Eventide Asset Management, LLC1.17M0.48%$40.0Madded +1.9%2021 Q3
T. Rowe Price1.16M0.48%$39.6Madded +77.3%2019 Q1
Ameriprise Financial INC1.12M0.46%$38.1Madded +128.8%2019 Q3
Principal Financial Group INC1.12M0.46%$38.1Madded +1.8%2020 Q2
Boston Partners1.10M0.45%$37.5Mtrimmed -5.7%2025 Q4
London CO OF Virginia1.05M0.43%$35.9Madded +4.4%2024 Q4

Largest 50 of 428 shown; the full ranked, searchable register is at boothcheck.com/holders/ESI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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