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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
39 filers reported a long position in ESUM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.2M | 1.2M | +20.8% |
| Strategic Equity Management | $16.6M | 542.7K | +3.5% |
| O'Connor Financial Group LLC | $15.2M | 496K | 0% |
| MONEYWISE, INC. | $8.9M | 290.8K | +4.8% |
| Legacy Wealth Asset Management, LLC | $8M | 261.3K | +4.4% |
| PAX Financial Group, LLC | $5M | 163.4K | +1.6% |
| Geneos Wealth Management Inc. | $4.9M | 160.5K | +35.8% |
| LPL Financial LLC | $4.5M | 146.8K | +4.2% |
| Cambridge Investment Research Advisors, Inc. | $3.6M | 119K | +5.4% |
| JONES FINANCIAL COMPANIES LLLP | $3.6M | 121K | +46.4% |
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