ESQ · Esquire Financial Holdings, Inc. · Shareholders & Ownership
Every disclosed holder of ESQ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns ESQ
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 6,293,181 | 51.99% |
| Insiders (Forms 3, 4, 5) | 1,493,497 | 12.34% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 4,317,905 | 35.67% |
| Registered funds (N-PORT, not summed) | 2,209,101 | 18.25% |
Shares outstanding: 12,104,583, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of ESQ
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
601,624 | ||
| 1.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
190,848 | ||
| 1.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
67,695 | ||
| 1.3 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
24,844 | ||
| 1.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
13,698 | ||
| 1.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
11,929 | ||
| 2 |
Mawer Investment Management Ltd.
13F
CIK 1538449 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
583,871 | ||
| 2.1 |
Mawer Investment Management Ltd.
13G
CIK 1538449 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
583,871 | ||
| 3 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
CIK 1085393 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
369,416 | ||
| 4 |
|
352,787 | ||
| 4.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
162,191 | ||
| 4.2 |
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
Fund
S000039795 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
6,814 | ||
| 4.3 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
2,500 | ||
| 4.4 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
173 | ||
| 4.5 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
44 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
317,112 | ||
| 6 |
Ampfield Management, L.P.
13F
CIK 1853635 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
313,470 | ||
| 7 |
Copeland Capital Management, LLC
13F
CIK 1541743 · Investment adviser · Sep 30, 2026
|
289,313 | ||
| 8 |
Sagliocca Andrew C
Insider
CIK 1709867 · Sep 18, 2026
Director, Vice Chairman, President & CEO, issuer-wide
|
288,798 | ||
| 9 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
245,685 | ||
| 9.1 |
Small Cap Dividend Fund
Fund
S000075489 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
5,232 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
242,287 | ||
| 11 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
232,139 | ||
| 12 |
WASATCH ADVISORS LP
13F
CIK 814133 · Registered investment adviser · Sep 30, 2026
|
222,418 | ||
| 12.1 |
Wasatch Micro Cap Fund
Fund
S000000885 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
217,165 | ||
| 12.2 |
Wasatch Micro Cap Value Fund
Fund
S000000886 · Registered fund · Jun 30, 2026
WASATCH FUNDS TRUST, not summed
|
26,211 | ||
| 13 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
204,697 | ||
| 13.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
36,826 | ||
| 13.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
30,511 | ||
| 13.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
28,735 | ||
| 13.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
17,557 | ||
| 13.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
12,821 | ||
| 14 |
Langdon Equity Partners
13F
CIK 2111148 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
189,000 | ||
| 15 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
179,813 | ||
| 16 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
172,177 | ||
| 16.1 |
Royce Small-Cap Total Return Fund
Fund
S000009510 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
34,505 | ||
| 16.2 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
32,014 | ||
| 16.3 |
Royce Micro-Cap Fund
Fund
S000009506 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
18,153 | ||
| 16.4 |
Royce Capital Fund - Micro-Cap Portfolio
Fund
S000009496 · Registered fund · Jun 30, 2026
ROYCE CAPITAL FUND, not summed
|
5,989 | ||
| 17 |
|
142,179 | ||
| 18 |
|
141,116 | ||
| 19 |
GW&K Investment Management, LLC
13F
CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
140,582 | ||
| 20 |
|
131,967 | ||
| 21 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
123,360 | ||
| 21.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
3,698 | ||
| 21.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
790 | ||
| 22 |
|
121,739 | ||
| 23 |
|
103,365 | ||
| 24 |
Gator Capital Management, LLC
13F
CIK 1570284 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
100,896 | ||
| 25 |
|
100,761 | ||
| 26 |
|
99,352 | ||
| 27 |
O'ROURKE MICHAEL G
Insider
CIK 1390493 · Sep 14, 2026
Director, President of Chicago Bank Div, issuer-wide
|
91,309 | ||
| 28 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,361 | ||
| 29 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
87,597 | ||
| 29.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
33 | ||
| 30 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,600 | ||
| 31 |
|
79,249 | ||
| 32 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,157 | ||
| 33 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
76,993 | ||
| 34 |
|
72,401 | ||
| 35 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,334 | ||
| 35.1 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
19,765 | ||
| 35.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
8,916 | ||
| 35.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
3,793 | ||
| 35.4 |
Goldman Sachs Small Cap Growth Insights Fund
Fund
S000014930 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
1,515 | ||
| 36 |
Granite Investment Partners, LLC
13F
CIK 1542266 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,306 | ||
| 37 |
|
58,233 | ||
| 38 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,931 | ||
| 38.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
31,917 | ||
| 38.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
17,811 | ||
| 38.3 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
3,900 | ||
| 38.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
3,256 | ||
| 39 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,704 | ||
| 40 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,410 | ||
| 41 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,331 | ||
| 42 |
|
43,552 | ||
| 43 |
Uniplan Investment Counsel, Inc.
13F
CIK 1520710 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,587 | ||
| 44 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
39,796 | ||
| 45 |
Squarepoint Ops LLC
13F
CIK 1642575 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
39,769 | ||
| 46 |
|
38,799 | ||
| 47 |
Pembroke Management, LTD
13F
CIK 1063497 · Registered investment adviser · Sep 30, 2026
|
38,006 | ||
| 48 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
37,210 | ||
| 49 |
Numerai GP LLC
13F
CIK 1668527 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,627 | ||
| 50 |
ROYCE SMALL-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE SMALL-CAP TRUST, INC., not summed
|
36,536 | ||
| 50.1 |
ROYCE MICRO-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE MICRO-CAP TRUST, INC., not summed
|
42,443 |
18 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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