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Energy Services of America (ESOA)

CUSIP: 29271Q103 | NYSE | Industrials · Engineering & Construction | Micro Cap | 198 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Vise Technologies, Inc.467,306
0.0% of portfolio›$5.2M
Dimensional Fund Advisors LP400,086
0.0% of portfolio›$4.5M
Geode Capital Management, LLC363,247
0.0% of portfolio›$4.1M
Essex Investment Management Co LLC242,102
0.4% of portfolio›$2.7M
MacKenzie Financial Corp182,070
0.0% of portfolio›$2.0M
Bank of New York Mellon Corp157,899
0.0% of portfolio›$1.8M
Thompson Siegel & Walmsley LLC129,546
0.1% of portfolio›$1.4M
Thompson Davis & Co., Inc.88,034
0.7% of portfolio›$981.6K
Verdence Capital Advisors LLC65,028
0.0% of portfolio›$725.1K
Russell Investments Group, Ltd.40,273
0.0% of portfolio›$449.0K
Barclays PLC27,564
0.0% of portfolio›$307.3K
Ritholtz Wealth Management24,902
0.0% of portfolio›$277.7K
State of Wyoming21,846
0.0% of portfolio›$243.6K
Strs Ohio18,200
0.0% of portfolio›$202.9K
Lionshead Wealth Management, LLC17,382
0.1% of portfolio›$194.5K
GFG Capital, LLC16,097
0.0% of portfolio›$179.5K
Crown Wealth Group, LLC15,991
0.0% of portfolio›$178.3K
Kestra Advisory Services, LLC13,564
0.0% of portfolio›$151.2K
Deutsche Bank Ag\12,239
0.0% of portfolio›$136.5K
Y-Intercept (Hong Kong) Ltd11,770
0.0% of portfolio›$131.2K
Copeland Capital Management, LLC10,857
0.0% of portfolio›$121.1K
City Holding Co10,409
0.0% of portfolio›$116.1K
Verus Capital Partners, LLC10,050
0.0% of portfolio›$112.1K
PNC Financial Services Group, Inc.1,789
0.0% of portfolio›$19.9K
Citigroup Inc755
0.0% of portfolio›$8.4K
Financial Consulate, Inc500
0.0% of portfolio›$5.6K
Sterling Capital Management LLC459
0.0% of portfolio›$5.1K
Allworth Financial LP300
0.0% of portfolio›$5.8K
Gamma Investing LLC278
0.0% of portfolio›$3.1K
Farther Finance Advisors, LLC93
0.0% of portfolio›$1.0K
SJS Investment Consulting Inc.93
0.0% of portfolio›$1.0K
SBI Securities Co., Ltd.80
0.0% of portfolio›$892
Provenance Wealth Advisors, LLC65
0.0% of portfolio›$725
EverSource Wealth Advisors, LLC58
0.0% of portfolio›$647
Essential Partners LLC38
0.0% of portfolio›$424
True Wealth Design, LLC29
0.0% of portfolio›$324
IFP Advisors, Inc27
0.0% of portfolio›$301
Root Financial Partners, LLC16
0.0% of portfolio›$178
Clearstead Advisors, LLC9
0.0% of portfolio›$101
Caitong International Asset Management Co., Ltd9
0.0% of portfolio›$100
StyleTurnoverLocationFiled
Vise Technologies, Inc.
467,306$5.2M0.0%IndexLowNew York, NY2026-10-29
Dimensional Fund Advisors LP
400,086$4.5M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
363,247$4.1M0.0%IndexVery LowBoston, MA2026-11-06
Essex Investment Management Co LLC
242,102$2.7M0.4%GrowthMediumBoston, MA2026-10-19
MacKenzie Financial Corp
182,070$2.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
157,899$1.8M0.0%CoreLowNew York, NY2026-11-05
Thompson Siegel & Walmsley LLC
129,546$1.4M0.1%Deep ValueMediumRichmond, VA2026-11-05
Thompson Davis & Co., Inc.
88,034$981.6K0.7%CoreMediumRichmond, VA2026-11-05
Verdence Capital Advisors LLC
65,028$725.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Russell Investments Group, Ltd.
40,273$449.0K0.0%CoreLowSeattle, WA2026-11-06
Barclays PLC
27,564$307.3K0.0%CoreMediumLondon, United Kingdom2026-11-06
Ritholtz Wealth Management
24,902$277.7K0.0%IndexLowNew York, NY2026-11-05
State of Wyoming
21,846$243.6K0.0%ValueHighCheyenne, WY2026-10-28
Strs Ohio
18,200$202.9K0.0%CoreMediumColumbus, OH2026-10-30
Lionshead Wealth Management, LLC
17,382$194.5K0.1%ETFLowNew York, NY2026-10-21
GFG Capital, LLC
16,097$179.5K0.0%GrowthMediumMiami, FL2026-10-16
Crown Wealth Group, LLC
15,991$178.3K0.0%ETFMediumCharlotte, NC2026-10-19
Kestra Advisory Services, LLC
13,564$151.2K0.0%CoreLowAustin, TX2026-11-02
Deutsche Bank Ag\
12,239$136.5K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Y-Intercept (Hong Kong) Ltd
11,770$131.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Copeland Capital Management, LLC
10,857$121.1K0.0%ValueMediumConshohocken, PA2026-10-13
City Holding Co
10,409$116.1K0.0%CoreLowCharleston, WV2026-10-19
Verus Capital Partners, LLC
10,050$112.1K0.0%GrowthLowScottsdale, AZ2026-11-03
PNC Financial Services Group, Inc.
1,789$19.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Citigroup Inc
755$8.4K0.0%CoreMediumNew York, NY2026-11-04
Financial Consulate, Inc
500$5.6K0.0%ETFLowHunt Valley, MD2026-10-23
Sterling Capital Management LLC
459$5.1K0.0%GARPMediumCharlotte, NC2026-10-22
Allworth Financial LP
300$5.8K0.0%IndexLowFolsom, CA2026-11-06
Gamma Investing LLC
278$3.1K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
93$1.0K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
93$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
80$8920.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
65$7250.0%ETFLowFort Lauderdale, FL2026-10-30
EverSource Wealth Advisors, LLC
58$6470.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
38$4240.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
29$3240.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
27$3010.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
16$1780.0%ETFMediumEncinitas, CA2026-10-21
Clearstead Advisors, LLC
9$1010.0%ETFLowCleveland, OH2026-11-06
Caitong International Asset Management Co., Ltd
9$1000.0%GrowthVery HighHong Kong, South Korea2026-10-29