HolderBook

ESCALADE INC (ESCA)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

84
Reporting holders
$80.7M
Reported value
31.1%
Of shares outstanding
0.4%
Held as options
+3
Holder change

Institutions report 4,279,049 shares against 13,766,074 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Minerva Advisors LLC$10.7M567,2226.73%31qHELD
BlackRock, Inc.$9.9M524,5430.00%8q-2.8%-$286.2K
DIMENSIONAL FUND ADVISORS LP$8.7M461,2980.00%31q+1.2%+$103.5K
North Star Investment Management Corp.$7.9M420,3450.43%31qHELD
VANGUARD CAPITAL MANAGEMENT LLC$6.7M358,5890.00%2q-9.9%-$739.0K
Rehmann Capital Advisory Group$5.8M309,2130.27%6qHELD
GEODE CAPITAL MANAGEMENT, LLC$4.1M215,6730.00%31q-3.6%-$151.0K
STATE STREET CORP$2.5M132,5690.00%31q-2.4%-$61.1K
RITHOLTZ WEALTH MANAGEMENT$1.8M96,6960.01%6q+195.9%+$1.2M
Bank of New York Mellon Corp$1.7M91,5970.00%31q-0.6%-$10.6K
Mork Capital Management, LLC$1.5M80,0000.96%18qHELD
NORTHERN TRUST CORP$1.5M77,6100.00%31q-7.1%-$110.8K
PEOPLES BANK /OH$1.2M65,3160.63%31qHELD
De Lisle Partners LLP$1.2M64,2960.13%10qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M61,7050.01%7q+186.5%+$754.3K
Northstar Group, Inc.$1.1M60,5000.15%31qHELD
VANGUARD PORTFOLIO MANAGEMENT LLC$1.1M56,8240.00%2q-3.4%-$37.9K
VANGUARD FIDUCIARY TRUST CO$1.0M53,9120.00%2q+5.1%+$49.1K
MORGAN STANLEY$992.4K52,8420.00%35q-41.6%-$706.4K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$961.3K51,1860.02%17q+22.4%+$176.1K
AMERICAN CENTURY COMPANIES INC$812.4K43,2580.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$676.4K19,2150.00%2q-8.4%-$62.3K
STRS OHIO$631.0K33,6000.00%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$465.7K24,8000.00%13q-1.1%-$5.4K
Sixth Street Partners Management Company, L.P.$465.7K24,8000.00%newNEW
LPL Financial LLC$465.0K24,7590.00%17qHELD
Advisor OS, LLC$417.5K22,2320.03%2q-1.6%-$6.8K
ROYAL BANK OF CANADA$414.0K22,0680.00%23q+10.2%+$38.2K
GOLDMAN SACHS GROUP INC$356.4K18,9790.00%4q-25.5%-$122.0K
Hillsdale Investment Management Inc.$354.9K18,9000.01%2q+4.4%+$15.0K
NOESIS CAPITAL MANGEMENT CORP$297.3K15,8300.04%newNEW
BAILARD, INC.$293.5K15,6300.01%2q+36.7%+$78.9K
CITADEL ADVISORS LLC$284.4K15,1420.00%9q-57.2%-$380.3K
Prosperity Consulting Group, LLC$277.3K14,7670.01%10q-3.9%-$11.1K
Nuveen, LLC$274.7K14,6290.00%6qHELD
RENAISSANCE TECHNOLOGIES LLC$273.9K14,5830.00%31q-5.5%-$15.9K
Trexquant Investment LP$256.3K13,6450.00%newNEW
AQR CAPITAL MANAGEMENT LLC$251.9K13,4110.00%4q+8.3%+$19.3K
CERTIOR FINANCIAL GROUP, LLC$244.1K13,0000.13%4q+1.1%+$2.7K
Hennion & Walsh Asset Management, Inc.$207.7K11,0620.01%newNEW
DEUTSCHE BANK AG\$155.6K8,2880.00%11q+173.0%+$98.6K
WELLS FARGO & COMPANY/MN$153.7K8,1830.00%31q-15.8%-$28.9K
RHUMBLINE ADVISERS$133.8K7,1240.00%13q-12.5%-$19.1K
UBS Group AG$129.8K6,9130.00%15q-5.7%-$7.9K
ADKINS SEALE CAPITAL MANAGEMENT LLC$114.1K6,0730.10%3qHELD
MetLife Investment Management, LLC$105.1K5,5960.00%2q-7.0%-$7.9K
Russell Investments Group, Ltd.$102.1K5,4380.00%4q+548.9%+$86.4K
CITIGROUP INC$73.5K3,9130.00%13q+725.5%+$64.6K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.4K3,9080.00%9q-20.2%-$18.6K
JPMORGAN CHASE & CO$68.7K3,6360.00%31q-13.0%-$10.2K
BNP PARIBAS FINANCIAL MARKETS$59.5K3,1670.00%13q+44.3%+$18.3K
Vanguard Global Advisers, LLC$57.0K3,0350.00%2qHELD
Police & Firemen's Retirement System of New Jersey$42.4K2,2570.00%5qHELD
FMR LLC$41.7K2,2220.00%31q+1.1%
LOS ANGELES CAPITAL MANAGEMENT LLC$39.9K2,1250.00%2q-63.6%-$69.7K
NEW YORK STATE COMMON RETIREMENT FUND$38.5K2,0520.00%13q-62.4%-$63.9K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$35.8K1,9060.00%3qHELD
Tower Research Capital LLC (TRC)$26.7K1,4230.00%14q-43.6%-$20.6K
BARCLAYS PLC$24.2K1,2890.00%13q-44.2%-$19.2K
Legal & General Group Plc$16.6K8820.00%13qHELD
Ameritas Investment Partners, Inc.$15.4K8220.00%13qHELD
MERCER GLOBAL ADVISORS INC /ADV$10.1K5390.00%newNEW
GAMMA Investing LLC$7.5K3980.00%7q+18.8%+$1.2K
Farther Finance Advisors, LLC$6.2K3300.00%3qHELD
OSAIC HOLDINGS, INC.$4.9K2620.00%17qHELD
SIMPLEX TRADING, LLC$3.8Koptions only0.00%newOPTIONS
Sterling Capital Management LLC$3.6K1910.00%8q-43.5%-$2.8K
IFP Advisors, Inc$2.9K1560.00%7q+5100.0%+$2.9K
JONES FINANCIAL COMPANIES LLLP$1.9K1000.00%5qHELD
Arax Advisory Partners$1.9K1010.00%newNEW
IFS Advisors, LLC$1.9K1000.00%3qHELD
FIFTH THIRD BANCORP$1.1K560.00%2qHELD
Allworth Financial LP$1.0K550.00%4q+14.6%
NISA INVESTMENT ADVISORS, LLC$995530.00%13qHELD
Integrated Wealth Concepts LLC$903480.00%newNEW
EverSource Wealth Advisors, LLC$827440.00%7q+10.0%
SBI Securities Co., Ltd.$620330.00%7qHELD
PNC Financial Services Group, Inc.$451240.00%3q-14.3%
Janney Montgomery Scott LLC$29815,8720.00%14q-1.1%
ROTHSCHILD INVESTMENT LLC$282150.00%4qHELD
Essential Partners LLC$282150.00%5q-72.7%
True Wealth Design, LLC$207110.00%7q+37.5%
Clearstead Advisors, LLC$1910.00%newNEW
SJS Investment Consulting Inc.$1910.00%3qHELD
HARBOR CAPITAL ADVISORS, INC.$42080.00%4q-40.1%
Covestor Ltd$0180.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202684$80.7M4,279,0491220280.4%
Q1 202681$72.4M4,193,695923220.5%
Q4 202577$56.1M4,183,584919250.0%
Q3 202570$52.9M4,209,2641316230.0%
Q2 202562$59.7M4,272,436419180.0%
Q1 202562$65.9M4,295,971417230.2%
Q4 202458$57.3M4,000,496719120.3%
Q3 202452$56.6M4,022,380515140.2%
Q2 202454$55.3M4,018,664715120.1%
Q1 202450$51.8M3,776,94651870.0%
Q4 202355$74.3M3,698,83162190.1%
Q3 202351$54.0M3,523,144712100.1%
Q2 202346$45.6M3,414,321171650.0%
Q1 202336$40.4M2,757,5754780.4%
Q4 202232$22.8M2,218,3904790.8%
Q3 202240$30.4M3,044,735613100.2%
Q2 202242$40.6M3,128,40588180.0%
Q1 202254$50.9M3,852,845716210.1%
Q4 202156$61.3M3,797,788712172.2%
Q3 202157$73.8M3,840,834417211.6%
Q2 202160$88.7M3,829,486410271.0%
Q1 202168$83.0M3,945,215915250.6%
Q4 202066$88.1M4,147,4311521160.4%
Q3 202063$77.6M4,240,3841518240.1%
Q2 202053$58.0M4,155,5011019110.0%
Q1 202049$24.0M4,038,272416160.0%
Q4 201951$40.3M4,107,093518130.0%
Q3 201951$44.8M4,118,424413190.0%
Q2 201951$47.5M4,154,434516100.0%
Q1 201954$45.9M4,111,814514120.0%
Q4 201852$48.6M4,244,2720010.0%