0 new0 added0 reduced1 sold outnet sold ≈ $268 (-13 shares)
* Summed across managers. Shares that two managers' reports both contain – a
subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are
counted once.
Holder counts are more reliable.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
Quarter
Holders
Q3 2022
52
Q4 2022
50
Q1 2023
50
Q2 2023
59
Q3 2023
60
Q4 2023
62
Q1 2024
60
Q2 2024
64
Q3 2024
68
Q4 2024
69
Q1 2025
76
Q2 2025
83
Q3 2025
1
Q4 2025
0
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D
if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the
stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder
worked them out.
Holder
Stake
Change
Shares
Last filed
ESSA Bank & Trust Employee Stock Ownership Plan Trust
13G · institutionnew · filed 2025-02-05