Who owns ESG?
Northern Trust STOXX US ESG Select ETF · Northern Trust
57 institutions reported holding ESG, worth $51.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ESG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $9.7M | 54,996 | +33 shares |
| Olde Wealth Management, LLC | Sammamish, WA | $5.7M | 32,604 | −580 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $4.0M | 22,641 | +3,628 shares |
| First United Bank & Trust | Oakland, MD | $3.0M | 17,299 | −1,631 shares |
| RVW Wealth, LLC | Los Angeles, CA | $2.8M | 16,058 | +9 shares |
| Morgan Stanley | New York, NY | $2.4M | 13,766 | −456 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.1M | 12,104 | +6,053 shares |
| Roof Eidam Maycock Peralta, LLC | San Francisco, CA | $1.6M | 9,034 | No change |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.4M | 7,858 | −5,750 shares |
| SGL Investment Advisors, Inc. | Missoula, MT | $1.2M | 6,827 | −118 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ESG?
57 institutional managers reported holding ESG in Form 13F filings for June 30, 2026, worth $51.0M in total. The largest reported position was held by LPL Financial LLC, at $9.7M.
Did institutions buy or sell ESG last quarter?
Reported 13F value rose 8.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ESG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.