ESOA · Energy Services of America CORP · Holdings

$11.72 -0.25 (-2.09%) At close · Sep 9

Russell 2000 member Rebalance outlook locked

Market Cap

$223.35M

18.66M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 117

Total Value: $178,133,974

Total Shares: 9,210,654

Showing 1–100 of 117 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 117 13F filers · Δ vs Mar 31, 2026

Top Holder

9.1%

+0.2 pts

Top 5

36.6%

+1.2 pts

Top 10

54.1%

+0.4 pts

HHI

397

Broadly held+10

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +11

Institutional value: +50.1%

Shares held: +1.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+178,919	836,211
Mega Nuveen, LLC	+107,730	196,428
Mega D. E. Shaw & Co., Inc.	+86,600	238,517
Mega AMERICAN CENTURY COMPANIES INC	+75,631	197,786
Mega TWO SIGMA INVESTMENTS, LP	+74,486	323,147

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega Qube Research & Technologies Ltd	−54,184	22,391
Large RENAISSANCE TECHNOLOGIES LLC	−53,088	164,412
Mid ALGERT GLOBAL LLC	−51,448	182,808
Mid THOMPSON SIEGEL & WALMSLEY LLC	−50,454	124,546
Large SEI INVESTMENTS CO	−41,036	46,092

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small GLOBEFLEX CAPITAL L P	54,775	$1,059,348
Mega AQR CAPITAL MANAGEMENT LLC	53,704	$1,038,633
Small Integrated Quantitative Investments LLC	26,957	$521,348
Mid Y-Intercept (Hong Kong) Ltd	15,269	$295,302
Large Quadrature Capital Ltd	15,152	$293,039

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Driehaus Capital Management LLC	491,854	$6,458,043
Small WEXFORD CAPITAL LP	55,000	$722,150
Small FORMULA GROWTH LTD	42,689	$560,506
Mid Hillsdale Investment Management Inc.	27,500	$361,075
Large Man Group plc	16,676	$218,955

Filter: New 22 Increased 52 Reduced 28 Sold out 11 Unchanged 15

Showing 100 of 117

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$16,172,318

9.08%

836,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	4,689	$90,685	0.6%	Sole
BlackRock Investment Management, LLC	43,970	$850,379	5.3%	Sole
BLACKROCK ADVISORS LLC	31,266	$604,684	3.7%	Sole
BlackRock Fund Advisors	539,215	$10,428,418	64.5%	Sole
BlackRock Institutional Trust Company, N.A.	210,447	$4,070,044	25.2%	Sole
Aperio Group, LLC	6,624	$128,108	0.8%	Sole

NEEDHAM INVESTMENT MANAGEMENT LLC

$15,472,000

8.69%

800,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Needham Aggressive Growth Fund	800,000	$15,472,000	100.0%	Defined

HUNTINGTON NATIONAL BANK

$12,833,791

7.20%

663,588

VANGUARD CAPITAL MANAGEMENT LLC

$11,845,537

6.65%

612,489

Stokes Family Office, LLC

$8,937,961

5.02%

462,149

GEODE CAPITAL MANAGEMENT, LLC

$6,881,693

3.86%

355,827

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	48,683	$941,529	13.7%	Defined
Held directly	307,144	$5,940,164	86.3%	Defined

DIMENSIONAL FUND ADVISORS LP

$6,847,479

3.84%

354,058

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,081	$40,246	0.6%	Defined
DFA Australia Ltd.	9,085	$175,703	2.6%	Defined
Dimensional Ireland Ltd	28,572	$552,582	8.1%	Defined
Held directly	314,320	$6,078,948	88.8%	Sole

TWO SIGMA INVESTMENTS, LP

$6,249,662

3.51%

323,147

MACKENZIE FINANCIAL CORP

$5,866,112

3.29%

303,315

STATE STREET CORP

$5,217,003

2.93%

269,752

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	269,752	$5,217,003	100.0%	Defined

MARSHALL WACE, LLP

$4,929,881

2.77%

254,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	254,906	$4,929,881	100.0%	Other

D. E. Shaw & Co., Inc.

$4,612,918

2.59%

238,517

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	238,517	$4,612,918	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$3,825,181

2.15%

197,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	197,786	$3,825,181	100.0%	Defined

Nuveen, LLC

$3,798,916

2.13%

196,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	8,867	$171,487	4.5%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	169,090	$3,270,200	86.1%	Defined
TEACHERS ADVISORS, LLC joint	18,471	$357,229	9.4%	Defined

ALGERT GLOBAL LLC

$3,535,506

1.98%

182,808

RENAISSANCE TECHNOLOGIES LLC

$3,179,728

1.79%

164,412

Bank of New York Mellon Corp

$2,999,612

1.68%

155,099

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	132,767	$2,567,713	85.6%	Defined
The Bank of New York Mellon	21,761	$420,857	14.0%	Defined
BNY Mellon, NA joint	570	$11,023	0.4%	Defined
Held directly	1	$19	0.0%	Defined

RAFFLES ASSOCIATES LP

$2,792,541

1.57%

144,392

THOMPSON SIEGEL & WALMSLEY LLC

$2,408,719

1.35%

124,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	124,546	$2,408,719	100.0%	Defined

BANK OF AMERICA CORP /DE/

$2,364,063

1.33%

122,237

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	122,237	$2,364,063	100.0%	Defined

NORTHERN TRUST CORP

$2,181,898

1.22%

112,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	110,616	$2,139,312	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,202	$42,586	2.0%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$2,120,534

1.19%

109,645

BNP PARIBAS ARBITRAGE, SA

$2,092,549

1.17%

108,198

Walleye Capital LLC

$2,090,634

1.17%

108,099

ARDSLEY ADVISORY PARTNERS LP

$1,934,000

1.09%

100,000

VANGUARD FIDUCIARY TRUST CO

$1,865,981

1.05%

96,483

LOS ANGELES CAPITAL MANAGEMENT LLC

$1,664,787

0.93%

86,080

Russell Investments Group, Ltd.

$1,515,034

0.85%

78,337

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	12,376	$239,351	15.8%	Defined
Russell Investments Canada Limited	584	$11,294	0.7%	Defined
Russell Investments Capital, LLC	51,539	$996,764	65.8%	Defined
Russell Investments France SAS	3,602	$69,662	4.6%	Defined
Russell Investments Limited	1,213	$23,459	1.5%	Defined
Russell Investments Trust Company	9,023	$174,504	11.5%	Defined

Squarepoint Ops LLC

$1,466,939

0.82%

75,850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	75,850	$1,466,939	100.0%	Defined

Informed Momentum Co LLC

$1,329,721

0.75%

68,755

Verdence Capital Advisors LLC

$1,257,641

0.71%

65,028

GOLDMAN SACHS GROUP INC

$1,080,544

0.61%

55,871

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	14,041	$271,552	25.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	41,830	$808,992	74.9%	Defined

THOMPSON DAVIS & CO., INC.

$1,060,315

0.60%

54,825

GLOBEFLEX CAPITAL L P

$1,059,348

0.59%

54,775

AQR CAPITAL MANAGEMENT LLC

$1,038,633

0.58%

53,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	18	$348	0.0%	Other
Arax Advisory Partners	43	$831	0.1%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	80	$1,547	0.1%	Other
Stokes Family Office, LLC	332	$6,420	0.6%	Other
Held directly	53,231	$1,029,487	99.1%	Defined

PANAGORA ASSET MANAGEMENT INC

$1,009,896

0.57%

52,218

VICTORY CAPITAL MANAGEMENT INC

$992,799

0.56%

51,334

Manatuck Hill Partners, LLC

$967,000

0.54%

50,000

JPMORGAN CHASE & CO

$946,710

0.53%

48,951

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	6,203	$119,965	12.7%	Defined
J.P. Morgan Investment Management Inc.	16	$309	0.0%	Defined
J.P. Morgan Securities LLC	42,667	$825,179	87.2%	Defined
J.P. Morgan Securities plc	65	$1,257	0.1%	Defined

MILLENNIUM MANAGEMENT LLC

$943,076

0.53%

48,763

FIRST TRUST ADVISORS LP

$892,657

0.50%

46,156

SEI INVESTMENTS CO

$891,419

0.50%

46,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	46,092	$891,419	100.0%	Sole

Aristides Capital LLC

$890,471

0.50%

46,043

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$880,337

0.49%

45,519

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$824,096

0.46%

42,611

PDT Partners, LLC

$762,963

0.43%

39,450

XTX Topco Ltd

$669,918

0.38%

34,639

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	34,639	$669,918	100.0%	Defined

RITHOLTZ WEALTH MANAGEMENT

$591,011

0.33%

30,559

UBS Group AG

$590,411

0.33%

30,528

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	30,528	$590,411	100.0%	Defined

Centiva Capital, LP

$575,036

0.32%

29,733

Calamos Advisors LLC

$563,915

0.32%

29,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	19,046	$368,349	65.3%	Other
Held directly	10,112	$195,566	34.7%	Sole

CITADEL ADVISORS LLC

$527,343

0.30%

27,267

Integrated Quantitative Investments LLC

$521,348

0.29%

26,957

Jump Financial, LLC

$512,510

0.29%

26,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	26,500	$512,510	100.0%	Defined

ESSEX INVESTMENT MANAGEMENT CO LLC

$503,865

0.28%

26,053

MORGAN STANLEY

$500,169

0.28%

25,862

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,642	$31,756	6.3%	Defined
MORGAN STANLEY & CO. LLC	3,750	$72,525	14.5%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	4,732	$91,516	18.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	12,225	$236,431	47.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3,513	$67,941	13.6%	Defined

BARCLAYS PLC

$466,789

0.26%

24,136

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	23,610	$456,617	97.8%	Defined
BARCLAYS CAPITAL INC.	526	$10,172	2.2%	Defined

Qube Research & Technologies Ltd

$433,041

0.24%

22,391

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$386,800

0.22%

20,000

Lionshead Wealth Management, LLC

$336,167

0.19%

17,382

RHUMBLINE ADVISERS

$325,666

0.18%

16,839

GFG Capital, LLC

$311,315

0.17%

16,097

Crown Wealth Group, LLC

$309,265

0.17%

15,991

WELLS FARGO & COMPANY/MN

$307,099

0.17%

15,879

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	12,624	$244,148	79.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	300	$5,802	1.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,800	$54,152	17.6%	Defined
Wells Fargo Securities, LLC	155	$2,997	1.0%	Defined

Y-Intercept (Hong Kong) Ltd

$295,302

0.17%

15,269

Quadrature Capital Ltd

$293,039

0.16%

15,152

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	15,152	$293,039	100.0%	Other

GSA CAPITAL PARTNERS LLP

$274,647

0.15%

14,201

Vident Advisory, LLC

$272,326

0.15%

14,081

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acuitas Investments, LLC	14,081	$272,326	100.0%	Defined

DEUTSCHE BANK AG\

$270,372

0.15%

13,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	308	$5,956	2.2%	Defined
DWS Investments UK Ltd	13,672	$264,416	97.8%	Defined

Kestra Advisory Services, LLC

$244,244

0.14%

12,629

OCCUDO QUANTITATIVE STRATEGIES LP

$236,740

0.13%

12,241

Koss-Olinger Consulting, LLC

$236,644

0.13%

12,236

PRICE T ROWE ASSOCIATES INC /MD/

$222,351

0.12%

11,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	11,497	$222,351	100.0%	Defined

JANE STREET GROUP, LLC

$221,056

0.12%

11,430

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	11,430	$221,056	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$205,004

0.12%

10,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	10,600	$205,004	100.0%	Defined

Point72 Asset Management, L.P.

$203,998

0.11%

10,548

MAI Capital Management

$203,650

0.11%

10,530

CITY HOLDING CO

$201,310

0.11%

10,409

Brevan Howard Capital Management LP

$197,287

0.11%

10,201

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	10,201	$197,287	100.0%	Defined

VERUS CAPITAL PARTNERS, LLC

$194,367

0.11%

10,050

ACADIAN ASSET MANAGEMENT LLC

$177,773

0.10%

9,192

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	9,192	$177,773	100.0%	Defined

MetLife Investment Management, LLC

$138,377

0.08%

7,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	7,155	$138,377	100.0%	Defined

CITIGROUP INC

$126,966

0.07%

6,565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,565	$126,966	100.0%	Defined

STRS OHIO

$125,710

0.07%

6,500

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$124,762

0.07%

6,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	6,451	$124,762	100.0%	Defined

State of Wyoming

$93,064

0.05%

4,812

Copeland Capital Management, LLC

$89,447

0.05%

4,625

Vanguard Global Advisers, LLC

$85,908

0.05%

4,442

FMR LLC

$83,838

0.05%

4,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	4,335	$83,838	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$58,909

0.03%

3,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,046	$58,909	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$48,350

0.03%

2,500

PNC FINANCIAL SERVICES GROUP, INC.

$40,672

0.02%

2,103

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,103	$40,672	100.0%	Defined

ROYAL BANK OF CANADA

$38,041

0.02%

1,967

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	431	$8,335	21.9%	Defined
RBC Capital Markets, LLC	1,536	$29,706	78.1%	Defined

OSAIC HOLDINGS, INC.

$33,612

0.02%

1,738

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,738	$33,612	100.0%	Defined

Tower Research Capital LLC (TRC)

$30,711

0.02%

1,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,588	$30,711	100.0%	Defined

Legal & General Group Plc

$26,476

0.01%

1,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,369	$26,476	100.0%	Defined

Ameritas Investment Partners, Inc.

$23,343

0.01%

1,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,207	$23,343	100.0%	Other

NewEdge Advisors, LLC

$15,704

0.01%

812

FINANCIAL CONSULATE, INC

$9,670

0.01%

500

FEDERATED HERMES, INC.

$5,782

0.00%

299

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	299	$5,782	100.0%	Defined

Key facts CIK 1357971 CUSIP 29271Q103 13F (30d) 73 filings 73 filers Visit website