Filing Research | ESE - ESCO TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	477.7KSH	$167.2M
2	Conestoga Capital Advisors, LLC	Shares	447.1KSH	$156.5M
3	Tributary Capital Management, LLC	Shares	103.8KSH	$36.3M
4	GHP Investment Advisors, Inc.	Shares	91.3KSH	$32.0M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	82.9KSH	$29.0M
6	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	53.1KSH	$18.6M
7	Louisiana State Employees Retirement System	Shares	11.4KSH	$4.0M
8	Plancorp, LLC	Shares	9.6KSH	$3.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	7.8KSH	$2.7M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.1KSH	$2.5M
11	SHAKER INVESTMENTS LLC/OH	Shares	6.9KSH	$2.4M
12	Sowell Financial Services LLC	Shares	6.6KSH	$2.3M
13	COOKSON PEIRCE & CO INC	Shares	6.4KSH	$2.2M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.1KSH	$2.2M
15	NorthCrest Asset Manangement, LLC	Shares	4.2KSH	$1.4M
16	Envestnet Portfolio Solutions, Inc.	Shares	3.7KSH	$1.3M
17	FIRST CITIZENS BANK & TRUST CO	Shares	3.5KSH	$1.2M
18	SUMMITRY LLC	Shares	3.0KSH	$1.1M
19	JAMES INVESTMENT RESEARCH, INC.	Shares	3.0KSH	$1.0M
20	Sequoia Financial Advisors, LLC	Shares	2.5KSH	$861.8K
21	HMS Capital Management, LLC	Shares	2.4KSH	$848.9K
22	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$843.2K
23	Yorktown Management & Research Co Inc	Shares	2.2KSH	$778.8K
24	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	2.2KSH	$778.5K
25	Trust Point Inc.	Shares	2.1KSH	$741.4K
26	Crossmark Global Holdings, Inc.	Shares	1.6KSH	$576.5K
27	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	1.6KSH	$546.4K
28	Revolve Wealth Partners, LLC	Shares	1.5KSH	$515.3K
29	Abel Hall, LLC	Shares	1.5KSH	$514.2K
30	BankChampaign, National Association	Shares	1.5KSH	$509.3K
31	QP WEALTH MANAGEMENT, LLC	Shares	1.4KSH	$494.6K
32	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	1.4KSH	$491.6K
33	EWA, LLC	Shares	1.4KSH	$473.7K
34	GAMMA Investing LLC	Shares	1.1KSH	$395.2K
35	Wedmont Private Capital	Shares	1.1KSH	$354.1K
36	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	1.0KSH	$352.4K
37	Davidson Kahn Capital Management, LLC	Shares	1.0KSH	$350.0K
38	Thomasville National Bank	Shares	975SH	$341.3K
39	JOHNSON INVESTMENT COUNSEL INC	Shares	949SH	$332.2K
40	Abacus Wealth Partners, LLC	Shares	941SH	$329.4K
41	EXCHANGE TRADED CONCEPTS, LLC	Shares	923SH	$323.1K
42	SIGNATUREFD, LLC	Shares	892SH	$312.2K
43	Pacific Excel Wealth Advisors, Inc.	Shares	852SH	$298.2K
44	Fifth Third Wealth Advisors LLC	Shares	839SH	$293.7K
45	QRG CAPITAL MANAGEMENT, INC.	Shares	721SH	$252.4K
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.0KSH	$248.1K
47	Procyon Advisors, LLC	Shares	682SH	$238.7K
48	GREENLEAF TRUST	Shares	673SH	$235.6K
49	XML Financial, LLC	Shares	645SH	$225.8K
50	Ballentine Partners, LLC	Shares	607SH	$212.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 92 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+189.4K	+$86.1M	$167.2M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+4.6K	+$7.0M	$29.0M
3	GHP Investment Advisors, Inc. trimmed	Shares	-2.5K	+$5.6M	$32.0M
4	Conestoga Capital Advisors, LLC trimmed	Shares	-94.7K	+$4.1M	$156.5M
5	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-4.3K	+$2.4M	$18.6M
6	Louisiana State Employees Retirement System trimmed	Shares	-100	+$754.7K	$4.0M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+758	+$750.1K	$2.7M
8	COOKSON PEIRCE & CO INC added	Shares	+702	+$635.1K	$2.2M
9	Sowell Financial Services LLC added	Shares	+557	+$609.1K	$2.3M
10	Revolve Wealth Partners, LLC new	Shares	+1.5K	+$515.3K	$515.3K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-19	+$479.9K	$2.5M
12	SHAKER INVESTMENTS LLC/OH unchanged	Shares	0	+$471.4K	$2.4M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-261	+$348.4K	$2.2M
14	Pacific Excel Wealth Advisors, Inc. new	Shares	+852	+$298.2K	$298.2K
15	Envestnet Portfolio Solutions, Inc. added	Shares	+53	+$270.8K	$1.3M
16	FIRST CITIZENS BANK & TRUST CO added	Shares	+90	+$263.3K	$1.2M
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+377	+$258.8K	$778.5K
18	QRG CAPITAL MANAGEMENT, INC. new	Shares	+721	+$252.4K	$252.4K
19	Procyon Advisors, LLC new	Shares	+682	+$238.7K	$238.7K
20	GREENLEAF TRUST new	Shares	+673	+$235.6K	$235.6K
21	XML Financial, LLC new	Shares	+645	+$225.8K	$225.8K
22	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$205.5K	$1.0M
23	Sequoia Financial Advisors, LLC added	Shares	+38	+$179.8K	$861.8K
24	NorthCrest Asset Manangement, LLC added	Shares	+8	+$166.0K	$1.4M
25	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-9	+$162.9K	$843.2K
26	HMS Capital Management, LLC trimmed	Shares	-32	+$157.5K	$848.9K
27	Yorktown Management & Research Co Inc unchanged	Shares	0	+$152.8K	$778.8K
28	BankChampaign, National Association added	Shares	+179	+$150.3K	$509.3K
29	Trust Point Inc. trimmed	Shares	-41	+$133.9K	$741.4K
30	GAMMA Investing LLC added	Shares	+147	+$118.9K	$395.2K
31	Abel Hall, LLC added	Shares	+29	+$109.0K	$514.2K
32	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+133	+$100.8K	$323.1K
33	Plancorp, LLC unchanged	Shares	0	+$98.2K	$3.1M
34	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-14	+$92.3K	$491.6K
35	EWA, LLC trimmed	Shares	-7	+$91.0K	$473.7K
36	SUMMITRY LLC trimmed	Shares	-419	+$89.0K	$1.1M
37	Crossmark Global Holdings, Inc. trimmed	Shares	-109	+$82.4K	$576.5K
38	QP WEALTH MANAGEMENT, LLC trimmed	Shares	-60	+$80.1K	$494.6K
39	SIGNATUREFD, LLC added	Shares	+36	+$71.4K	$312.2K
40	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors unchanged	Shares	0	+$69.1K	$352.4K
41	Davidson Kahn Capital Management, LLC unchanged	Shares	0	+$68.7K	$350.0K
42	Fifth Third Wealth Advisors LLC trimmed	Shares	-2	+$57.1K	$293.7K
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+129	+$54.9K	$248.1K
44	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-203	+$50.1K	$546.4K
45	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-67	+$46.3K	$332.2K
46	Central Pacific Bank - Trust Division added	Shares	+20	+$43.9K	$195.0K
47	FIRST HORIZON CORP unchanged	Shares	0	+$25.5K	$129.9K
48	Abacus Wealth Partners, LLC trimmed	Shares	-143	+$24.4K	$329.4K
49	Wedmont Private Capital unchanged	Shares	0	+$21.7K	$354.1K
50	SBI Securities Co., Ltd. added	Shares	+19	+$14.6K	$47.3K

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