Esco TechnologiesESE

13F holders, Q2 2025 (June 30)
362holders +26
57new positions
32sold out
7famous investors
$191.86avg. 13F price*

At the end of Q2 2025, 362 institutions reported holding Esco Technologies Inc. (ESE) in their 13F filings, up 26 from Q1 2025. 57 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($732.9M), Vanguard Group Inc. ($588.3M) and State Street Corp. ($202.1M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Esco Technologies Inc.
CUSIP
296315104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 244Q1 2024Q2 2024: 258Q2 2024Q3 2024: 258Q3 2024Q4 2024: 284Q4 2024Q1 2025: 336Q1 2025Q2 2025: 362Q2 2025Q3 2025: 366Q3 2025Q4 2025: 393Q4 2025Q1 2026: 434Q1 2026Q2 2026: 448Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions57$74.6M
Exits32$25.7M

All 13F filers, Q1 2025 → Q2 2025: 1,910,348 shares bought and 1,610,287 shares sold, net +300,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

BlackRock, Inc. 0.01% Reduce -3.1% 3,819,921 $732.9M
Vanguard Group Inc. 0.01% Add +3.1% 3,065,996 $588.3M
State Street Corp. 0.01% Reduce -1.4% 1,053,457 $202.1M
Neuberger Berman Group LLC 0.15% Reduce -0.6% 1,043,772 $200.3M
Conestoga Capital Advisors, LLC 2.88% Reduce -2.6% 1,017,028 $195.1M
Geneva Capital Management LLC 2.84% Add +5.9% 882,959 $169.4M
Dimensional Fund Advisors LP 0.04% Reduce -25.0% 852,332 $163.5M
Morgan Stanley 0.01% Add +1.3% 731,088 $140.3M
Invesco Ltd. 0.02% Add +345.8% 707,244 $135.7M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -6.2% 625,319 $120.0M
Geode Capital Management, LLC 0.01% Add +0.1% 614,571 $117.9M
Silvercrest Asset Management Group LLC 0.68% Reduce -3.1% 527,063 $101.1M
Macquarie Group Ltd. 0.12% Add +1.4% 510,823 $98.0M
Nuveen, LLC 0.03% Reduce -16.7% 471,334 $90.4M
Loomis Sayles & Co. L P 0.10% Reduce -3.2% 404,036 $77.5M
Royce & Associates LP 0.71% Reduce -10.3% 361,742 $69.4M
Champlain Investment Partners, LLC 0.48% Reduce -38.0% 355,867 $68.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 309,774 $59.4M
Wellington Management Group LLP 0.01% Reduce -4.8% 304,271 $58.4M
Hood River Capital Management LLC 0.81% Add +60.1% 303,651 $58.3M
Northern Trust Corp. 0.01% Reduce -0.5% 294,364 $56.5M
Driehaus Capital Management LLC 0.44% Add +33.9% 284,299 $54.5M
Bank of America Corp. 0.00% Reduce -7.2% 271,077 $52.0M
Bank of New York Mellon Corp 0.01% Add +4.8% 233,060 $44.7M
Goldman Sachs Group Inc. 0.01% Reduce -30.9% 231,274 $44.4M
Royal Bank of Canada 0.01% Reduce -8.7% 223,951 $43.0M
Fuller & Thaler Asset Management, Inc. 0.16% Add +14.5% 222,262 $42.6M
Public Employees Retirement Association of Colorado 0.14% No change 194,910 $37.4M
Schroder Investment Management Group 0.03% Add +7.5% 191,034 $36.7M
Prudential Financial Inc. 0.05% Add +94.9% 185,928 $35.7M
William Blair Investment Management, LLC 0.09% Reduce -7.1% 179,882 $34.5M
Ameriprise Financial Inc. 0.01% Add +4.5% 176,805 $33.9M
Rockefeller Capital Management L.P. 0.07% Add +9.5% 165,588 $31.8M
Tributary Capital Management, LLC 2.75% Reduce -7.0% 161,992 $31.1M
Crawford Investment Counsel Inc. 0.47% Reduce -11.4% 141,113 $27.1M
Principal Financial Group Inc. 0.01% Add +7.9% 138,836 $26.6M
Federated Hermes, Inc. 0.05% Reduce -11.3% 136,904 $26.3M
Victory Capital Management Inc. 0.01% Add +96.1% 116,136 $22.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +29.7% 106,983 $20.5M
Fort Washington Investment Advisors Inc. 0.12% Reduce -14.1% 106,292 $20.4M
GHP Investment Advisors, Inc. 0.84% Reduce -3.1% 98,683 $18.9M
Envestnet Asset Management Inc. 0.01% Add +11.3% 94,081 $18.1M
Comerica Bank 0.07% Add +0.3% 90,732 $17.4M
Emerald Advisers, LLC 0.63% New 89,040 $17.1M
Millennium Management 0.02% Add +319.7% 88,413 $17.0M
Public Sector Pension Investment Board 0.07% Add +7.5% 87,990 $16.9M
Tudor Investment Corporation 0.12% Add +35.5% 81,181 $15.6M
FMR LLC 0.00% Reduce -19.4% 76,982 $14.8M
Ceredex Value Advisors LLC 0.31% Reduce -4.1% 74,700 $14.3M
Mutual of America Capital Management LLC 0.15% Add +4.3% 74,532 $14.3M
Rhumbline Advisers 0.01% Add +1.4% 73,853 $14.2M
Legal & General Group Plc 0.00% Add +2.0% 72,430 $13.9M
DF Dent & Co. Inc. 0.14% New 59,430 $11.4M
UBS Group AG 0.00% Reduce -4.9% 56,573 $10.9M
Edgestream Partners, L.P. 0.29% Add +3036.9% 54,551 $10.5M
JPMorgan Chase & Co. 0.00% Reduce -37.0% 53,957 $10.4M
Barclays PLC 0.00% Add +50.2% 50,905 $9.8M
Swiss National Bank 0.01% Reduce -1.4% 49,300 $9.5M
Emerald Mutual Fund Advisers Trust 0.54% New 46,633 $8.9M
Wells Fargo & Company 0.00% Reduce -9.0% 45,529 $8.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +23.6% 44,167 $8.5M
Sei Investments Co. 0.01% Add +34.7% 43,926 $8.4M
Russell Investments Group, Ltd. 0.01% Add +72.7% 43,307 $8.3M
First Trust Advisors LP 0.01% Add +25.3% 42,239 $8.1M
Algert Global LLC 0.16% Add +565.0% 39,106 $7.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.7% 35,362 $6.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.4% 34,857 $6.6M
Great Lakes Advisors, LLC 0.06% Reduce -10.7% 34,333 $6.6M
Susquehanna International Group, LLP 0.01% Add +7.7% 33,856 $6.5M
Hillsdale Investment Management Inc. 0.24% Add +26.6% 33,845 $6.5M
F/m Investments LLC 0.23% Add +12.2% 33,531 $6.4M
Teacher Retirement System of Texas 0.03% Reduce -10.1% 33,490 $6.4M
Alliancebernstein L.P. 0.00% Add +11.1% 33,124 $6.4M
Citigroup Inc. 0.00% Reduce -40.6% 32,951 $6.3M
Kornitzer Capital Management Inc. 0.12% No change 30,865 $5.9M
Castleark Management LLC 0.17% New 30,080 $5.8M
Capitolis Liquid Global Markets LLC 0.04% New 29,700 $5.7M
Informed Momentum Co LLC 0.84% Add +4.0% 28,819 $5.5M
Global IMC LLC 1.43% Add +0.0% 28,708 $5.5M
Jane Street Group, LLC 0.01% Reduce -43.5% 26,907 $5.2M
Qube Research & Technologies Ltd 0.01% Reduce -36.1% 26,065 $5.0M
T. Rowe Price Associates Inc. 0.00% Add +7.5% 25,687 $4.9M
Moneta Group Investment Advisors LLC 0.06% No change 25,284 $4.9M
Dean Investment Associates, LLC 0.70% Add +0.7% 24,948 $4.8M
California State Teachers Retirement System 0.01% No change 23,822 $4.6M
Intech Investment Management LLC 0.04% Add +12.8% 22,948 $4.4M
Los Angeles Capital Management LLC 0.02% Reduce -9.0% 22,628 $4.3M
Franklin Resources Inc. 0.00% Add +19.8% 22,103 $4.2M
PDT Partners, LLC 0.24% No change 21,874 $4.2M
Advisors Asset Management, Inc. 0.07% Add +49.9% 21,516 $4.1M
Granite Investment Partners, LLC 0.20% Reduce -10.7% 21,384 $4.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -7.7% 21,361 $4.1M
Susquehanna Fundamental Investments, LLC 0.11% Reduce -14.7% 21,187 $4.1M
Dean Capital Management 1.59% Add +15.8% 20,209 $3.9M
Norges Bank 0.00% Reduce -66.5% 19,511 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -3.8% 18,989 $3.6M
Natixis Advisors, LLC 0.01% Add +4.8% 18,870 $3.6M
Deutsche Bank AG 0.00% Reduce -20.7% 18,715 $3.6M
Commerce Bank 0.02% No change 18,540 $3.6M
Creative Planning 0.00% Add +1.5% 17,680 $3.4M
AXA S.A. 0.01% New 15,542 $3.0M
MetLife Investment Management, LLC 0.02% Add +2.7% 15,494 $3.0M
LPL Financial LLC 0.00% Add +3.6% 15,399 $3.0M
State of Alaska, Department of Revenue 0.03% Add +7.5% 15,374 $2.9M
D. E. Shaw & Co. 0.00% Reduce -67.4% 14,835 $2.8M
State of Tennessee, Department of Treasury 0.01% Add +8.8% 14,717 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -7.4% 14,259 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.4% 13,545 $2.6M
Illinois Municipal Retirement Fund 0.04% Reduce -0.4% 13,525 $2.6M
Kennedy Capital Management LLC 0.06% New 13,486 $2.6M
Advantage Alpha Capital Partners LP 0.69% Reduce -67.6% 13,413 $2.6M
Calamos Advisors LLC 0.02% New 13,047 $2.5M
State Board of Administration of Florida Retirement System 0.00% Add +46.2% 12,969 $2.5M
State of Wisconsin Investment Board 0.01% Add +224.6% 12,864 $2.5M
Ensign Peak Advisors, Inc 0.00% No change 12,823 $2.5M
Cerity Partners LLC 0.00% Reduce -0.0% 12,702 $2.4M
Legato Capital Management LLC 0.29% Add +15.1% 12,644 $2.4M
New York State Teachers Retirement System 0.00% Add +5.2% 12,217 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -0.8% 12,100 $2.3M
US Bancorp \de 0.00% Reduce -4.8% 12,019 $2.3M
Raymond James Financial Inc. 0.00% Add +17.9% 11,933 $2.3M
TD Asset Management Inc 0.00% Reduce -3.9% 11,784 $2.3M
Nebula Research & Development LLC 0.19% Reduce -24.6% 11,677 $2.2M
Janus Henderson Group PLC 0.00% No change 11,392 $2.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +529.5% 11,009 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -13.4% 10,543 $2.0M
Ethic Inc. 0.04% Add +41.4% 10,342 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +35.0% 10,400 $2.0M
Yousif Capital Management, LLC 0.02% Add +1.1% 9,732 $1.9M
Plancorp, LLC 0.06% Add +0.1% 9,604 $1.8M
Voya Investment Management LLC 0.00% Add +35.6% 9,462 $1.8M
Pinnacle Wealth Management, LLC 1.49% Add +73.3% 9,312 $1.8M
Azzad Asset Management Inc. 0.19% Add +13.0% 9,159 $1.8M
AQR Capital Management 0.00% Add +15.4% 8,866 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +11.4% 8,800 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% New 8,647 $1.7M
HighTower Advisors, LLC 0.00% Reduce -1.6% 8,458 $1.6M
New York State Common Retirement Fund 0.00% Add +3.7% 8,316 $1.6M
Integrated Quantitative Investments LLC 0.47% Add +0.1% 8,307 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -1.3% 8,117 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.8% 7,818 $1.5M
Horizon Investments, LLC 0.02% New 7,752 $1.5M
Maryland State Retirement & Pension System 0.03% Add +0.8% 7,589 $1.5M
Arizona State Retirement System 0.01% Add +1.8% 7,532 $1.4M
STRS Ohio 0.01% Reduce -3.9% 7,400 $1.4M
Amalgamated Bank 0.01% Add +0.0% 7,367 $1.4M
Quadrant Capital Group LLC 0.05% Reduce -4.6% 7,173 $1.4M
OP Asset Management Ltd 0.02% Add +105.0% 6,833 $1.3M
Stifel Financial Corp. 0.00% Add +34.4% 6,774 $1.3M
Martingale Asset Management L P 0.03% No change 6,711 $1.3M
Sheets Smith Investment Management 1.12% New 6,661 $1.3M
Jennison Associates LLC 0.00% Add +32.4% 6,647 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.3% 6,630 $1.3M
Centiva Capital, LP 0.08% Add +118.0% 6,596 $1.3M
Premier Fund Managers Ltd 0.04% Reduce -9.1% 6,325 $1.2M
Verition Fund Management LLC 0.01% Reduce -20.3% 6,414 $1.2M
HRT Financial LP 0.01% Reduce -29.1% 6,414 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -0.0% 6,404 $1.2M
Quantinno Capital Management LP 0.01% New 6,238 $1.2M
Bessemer Group Inc. 0.00% Reduce -34.3% 6,120 $1.2M
Oregon Public Employees Retirement Fund 0.02% No change 5,950 $1.1M
Shaker Investments LLC 0.46% Add +68.9% 5,884 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.0% 5,844 $1.1M
ProShare Advisors LLC 0.00% Reduce -4.7% 5,804 $1.1M
Stephens Inc. 0.02% Reduce -0.9% 5,794 $1.1M
American Century Companies Inc. 0.00% Add +0.8% 5,755 $1.1M
Convergence Investment Partners, LLC 0.28% New 5,742 $1.1M
Glenmede Investment Management, LP 0.01% — 5,563 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -1.0% 5,406 $1.0M
KLP Kapitalforvaltning As 0.00% Add +5.9% 5,400 $1.0M
Dakota Wealth Management 0.02% New 5,102 $979K
Mariner, LLC 0.00% Reduce -8.6% 5,089 $976K
Cookson Peirce & Co. Inc. 0.04% New 4,892 $939K
First National Bank of Omaha 0.06% Reduce -2.5% 4,748 $911K
Commonwealth Equity Services, LLC 0.00% Add +1.9% 4,704 $903K
Envestnet Portfolio Solutions, Inc. 0.00% Add +92.8% 4,623 $887K
Osaic Holdings, Inc. 0.00% Add +2.6% 4,253 $816K
Henshaw Capital LLC 0.03% Add +18.2% 4,250 $815K
Bank of Montreal 0.00% Add +6.2% 4,243 $814K
Aquatic Capital Management LLC 0.02% Reduce -32.8% 4,179 $802K
Pictet Asset Management Holding SA 0.00% Reduce -1.0% 4,151 $796K
Illumine Investment Management, LLC 0.62% Add +0.5% 4,071 $781K
One Capital Management, LLC 0.03% New 4,017 $771K
Diversified Trust Co. 0.02% Reduce -34.2% 3,983 $764K
Future Fund LLC 0.34% New 3,975 $763K
BNP Paribas Financial Markets 0.00% Add +5.4% 3,823 $734K
First Citizens Bank & Trust Co. 0.01% New 3,662 $703K
Vontobel Holding Ltd. 0.00% Reduce -6.0% 3,653 $701K
PNC Financial Services Group, Inc. 0.00% Reduce -0.8% 3,579 $687K
Fox Run Management, L.L.C. 0.11% Add +11.0% 3,544 $680K
EntryPoint Capital, LLC 0.33% Add +152.3% 3,462 $664K
Pitcairn Co. 0.04% Reduce -14.9% 3,348 $642K
Enhancing Capital LLC 0.48% No change 3,293 $632K
Brevan Howard Capital Management LP 0.01% Reduce -39.4% 3,286 $630K
HSBC Holdings PLC 0.00% Reduce -15.1% 3,264 $626K
Corient Private Wealth LP 0.00% Add +0.8% 3,225 $619K
Captrust Financial Advisors 0.00% Reduce -4.2% 3,214 $617K
Cibc World Markets Corp. 0.00% Reduce -44.2% 3,205 $615K
NorthCrest Asset Manangement, LLC 0.02% Reduce -30.2% 3,020 $592K
Jump Financial, LLC 0.01% Reduce -25.7% 3,066 $588K
Atria Investments, Inc 0.01% Add +57.9% 3,037 $583K
Tower Research Capital LLC (TRC) 0.01% Add +318.6% 2,788 $535K
Sheets Smith Wealth Management 0.06% New 2,786 $535K
Ameritas Investment Partners, Inc. 0.02% No change 2,619 $503K
Renaissance Technologies 0.00% New 2,600 $499K
Summitry LLC 0.02% Add +28.4% 2,569 $493K
Susquehanna Portfolio Strategies, LLC 0.01% New 2,552 $490K
SG Americas Securities, LLC 0.00% Add +67.0% 2,529 $485K
Janney Montgomery Scott LLC 0.00% Reduce -8.5% 2,488 $477K
Bridgewater Associates 0.00% New 2,413 $463K
Evergreen Capital Management LLC 0.01% Reduce -2.1% 2,372 $455K
Praxis Investment Management Inc. 0.03% No change 2,330 $447K
Gotham Asset Management 0.00% Add +2.6% 2,302 $442K
Alps Advisors Inc. 0.00% Add +1.2% 2,278 $437K
Sequoia Financial Advisors, LLC 0.00% Add +0.2% 2,217 $425K
Contravisory Investment Management, Inc. 0.08% No change 2,137 $410K
Counterpoint Mutual Funds LLC 0.04% New 2,130 $409K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.2% 2,092 $401K
Crossmark Global Holdings, Inc. 0.01% Add +3.3% 2,070 $397K
CENTRAL TRUST Co 0.01% No change 2,048 $393K
Inspire Investing, LLC 0.04% Reduce -7.1% 2,032 $390K
AlphaQuest LLC 0.04% Add +57.2% 2,020 $388K
Coldstream Capital Management Inc. 0.01% Add +401.5% 2,011 $386K
Xponance LLC 0.00% Add +2.5% 2,001 $384K
NewEdge Advisors, LLC 0.00% Reduce -9.6% 1,998 $383K
Trust Point Inc. 0.04% Reduce -24.0% 1,972 $378K
Elevation Point Wealth Partners, LLC 0.03% Reduce -13.8% 1,968 $378K
Vanguard Personalized Indexing Management, LLC 0.00% Add +37.4% 1,930 $370K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.6% 1,918 $368K
Robeco Institutional Asset Management B.V. 0.00% New 1,883 $361K
Wrapmanager Inc. 0.09% Reduce -4.9% 1,818 $349K
Moloney Securities Asset Management, LLC 0.04% Add +5.7% 1,786 $343K
Cubist Systematic Strategies, LLC 0.00% Reduce -94.9% 1,707 $327K
Heritage Family Offices, LLP 0.16% No change 2,096 $326K
Mackenzie Financial Corp. 0.00% No change 1,696 $325K
MML Investors Services, LLC 0.00% Add +5.1% 1,643 $315K
Baird Financial Group, Inc. 0.00% Reduce -25.7% 1,639 $314K
Vident Advisory, LLC 0.00% Reduce -42.9% 1,618 $310K
Tidal Investments LLC 0.00% New 1,608 $309K
Canada Pension Plan Investment Board 0.00% Add +77.8% 1,600 $307K
Lindenwold Advisors, INC 0.15% Reduce -2.3% 1,481 $284K
Anb Bank 0.13% Reduce -4.0% 1,459 $280K
Marco Investment Management LLC 0.02% No change 1,415 $271K
Moody National Bank Trust Division 0.02% Reduce -24.1% 1,379 $265K
Zacks Investment Management 0.00% New 1,368 $262K
Ewa, LLC 0.08% Reduce -0.8% 1,363 $262K
Apeiron RIA LLC 0.07% No change 1,363 $262K
Cape Cod Five Cents Savings Bank 0.02% No change 1,991 $257K
Axq Capital, LP 0.08% New 1,320 $253K
Profund Advisors LLC 0.01% New 1,290 $248K
Stonegate Investment Group, LLC 0.01% Reduce -10.5% 1,283 $246K
Sherbrooke Park Advisers LLC 0.11% New 1,267 $243K
Brown Advisory Inc. 0.00% New 1,256 $241K
New Age Alpha Advisors, LLC 0.01% Reduce -5.4% 1,243 $238K
Quadrature Capital Ltd 0.00% New 1,228 $236K
Cambridge Capital Management, LLC 0.12% New 1,187 $228K
Hardy Reed LLC 0.02% New 1,187 $228K
Cetera Investment Advisers 0.00% Reduce -32.4% 1,166 $224K
Corton Capital Inc. 0.26% New 1,158 $222K
Jupiter Asset Management Ltd. 0.00% New 1,133 $217K
Oppenheimer Asset Management Inc. 0.00% New 1,124 $216K
Tilia Fiduciary Partners, Inc. 0.13% New 1,100 $211K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,059 $208K
Quantbot Technologies LP 0.01% New 1,042 $200K
Gitterman Wealth Management, LLC 0.04% New 1,005 $193K
Signaturefd, LLC 0.00% Reduce -1.8% 978 $188K
Central Pacific Bank - Trust Division 0.02% Reduce -16.3% 977 $187K
State of Wyoming 0.02% Reduce -49.5% 958 $184K
Fifth Third Bancorp 0.00% Reduce -7.9% 789 $151K
KBC Group NV 0.00% Reduce -34.1% 770 $148K
GAMMA Investing LLC 0.01% Add +5.3% 710 $136K
Smartleaf Asset Management LLC 0.01% Add +9.7% 677 $132K
Steward Partners Investment Advisory, LLC 0.00% Reduce -18.3% 673 $129K
Harvest Fund Management Co., Ltd 0.01% Reduce -39.9% 639 $122K
Nisa Investment Advisors, LLC 0.00% Add +27.6% 610 $117K
Blue Trust, Inc. 0.00% Reduce -8.9% 607 $116K
Cwm, LLC 0.00% Add +40.8% 566 $109K
Parkside Financial Bank & Trust 0.01% Add +6.2% 566 $109K
Huntington National Bank 0.00% Add +49.9% 493 $95K
Jones Financial Companies LLLP 0.00% Add +8.4% 475 $92K
First Horizon Advisors, Inc. 0.00% No change 411 $79K
TD Private Client Wealth LLC 0.00% Add +63.9% 390 $75K
EverSource Wealth Advisors, LLC 0.00% Add +11.4% 371 $71K
Addison Advisors LLC 0.02% No change 350 $67K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 318 $61K
Danske Bank A/S 0.00% New 300 $58K
Point72 (DIFC) Ltd 0.00% Reduce -89.7% 294 $56K
CIBC Private Wealth Group LLC 0.00% Reduce -13.5% 244 $47K
Parallel Advisors, LLC 0.00% Reduce -3.7% 235 $45K
Maseco LLP 0.00% — 233 $45K
CX Institutional 0.00% No change 228 $44K
UMB Bank, n.a. 0.00% Add +5.1% 228 $44K
Union Savings Bank 0.02% No change 212 $41K
Opal Wealth Advisors, LLC 0.01% Reduce -5.5% 207 $40K
Osterweis Capital Management Inc. 0.00% New 205 $39K
Public Employees Retirement System of Ohio 0.00% Reduce -13.3% 202 $39K
Whittier Trust Co. 0.00% No change 200 $38K
Harbor Investment Advisory, LLC 0.00% New 199 $38K
Arax Advisory Partners 0.00% Add +1192.9% 181 $35K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 160 $31K
Quarry LP 0.01% Add +622.7% 159 $31K
Farther Finance Advisors, LLC 0.00% Add +8.0% 148 $28K
Acadian Asset Management LLC 0.00% New 150 $28K
Twin Peaks Wealth Advisors, LLC 0.01% New 117 $23K
National Bank of Canada 0.00% No change 113 $22K
Smithfield Trust Co 0.00% No change 100 $20K
MAI Capital Management 0.00% New 96 $18K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -74.9% 96 $18K
Westside Investment Management, Inc. 0.00% New 94 $18K
Versant Capital Management, Inc 0.00% Add +52.7% 84 $16K
Global Retirement Partners, LLC 0.00% — 74 $14K
Rise Advisors, LLC 0.01% No change 72 $14K
Allworth Financial LP 0.00% Add +6.0% 71 $14K
Rialto Wealth Management, LLC 0.00% Add +3.1% 66 $13K
Private Trust Co. NA 0.00% No change 65 $12K
Sterling Capital Management LLC 0.00% Reduce -73.9% 63 $12K
Principal Securities, Inc. 0.00% Reduce -4.6% 62 $12K
Rothschild Investment LLC 0.00% Add +27.7% 60 $12K
High Note Wealth, LLC 0.00% Reduce -3.5% 55 $11K
Harbor Capital Advisors, Inc. 0.00% No change 54 $10K
Bare Financial Services, Inc 0.00% Add +200.0% 48 $9K
WPG Advisers, LLC 0.01% Add +400.0% 40 $8K
Creative Financial Designs Inc. 0.00% No change 39 $7K
LRI Investments, LLC 0.00% No change 38 $7K
Hemington Wealth Management 0.00% Add +37.9% 40 $7K
TD Waterhouse Canada Inc. 0.00% Reduce -98.4% 32 $6K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 31 $6K
Beacon Capital Management, LLC 0.00% No change 25 $5K
Clearstead Advisors, LLC 0.00% New 25 $5K
Brooklyn Investment Group 0.00% Add +53.3% 23 $4K
Private Wealth Management Group, LLC 0.00% No change 21 $4K
JFS Wealth Advisors, LLC 0.00% No change 21 $4K
Larson Financial Group LLC 0.00% Add +11.1% 20 $4K
Farmers & Merchants Investments Inc. 0.00% No change 17 $3K
Stephens Consulting, LLC 0.00% Add +220.0% 16 $3K
Raffa Wealth Management, LLC 0.00% No change 14 $3K
Wilmington Savings Fund Society, FSB 0.00% Reduce -17.6% 14 $3K
Whipplewood Advisors, LLC 0.00% New 13 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 12 $2K
Bogart Wealth, LLC 0.00% No change 12 $2K
Assetmark, Inc. 0.00% New 12 $2K
Hantz Financial Services, Inc. 0.00% Add +800.0% 9 $2K
Bell Investment Advisors, Inc 0.00% No change 10 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 10 $2K
Globeflex Capital L P 0.00% No change 9 $2K
Fortitude Family Office, LLC 0.00% New 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $1K
Capital Advisors, Ltd. LLC 0.00% No change 4 $1K
Clearstead Trust, LLC 0.00% New 5 $960
SBI Securities Co., Ltd. 0.00% No change 5 $959
Physician Wealth Advisors, Inc. 0.00% New 4 $768
Essential Partners LLC 0.00% — 4 $767
Parkworth Wealth Management, Inc. 0.00% Add +200.0% 3 $576
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 3 $576
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $384
Abound Wealth Management 0.00% No change 2 $384
Tortoise Investment Management, LLC 0.00% New 2 $384
Caitong International Asset Management Co., Ltd 0.00% Reduce -83.3% 1 $192
True Wealth Design, LLC 0.00% No change 1 $192
TFC Financial Management, Inc. 0.00% No change 1 $192
Bay Harbor Wealth Management, LLC 0.00% New 1 $191
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is ESE's weight in each manager's 13F, not the share of Esco Technologies Inc. the manager owns.