DaveManuel.com · Institutional Ownership · Who Owns It
ESCALADE INC (ESCA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
84
Reporting holders
$79.6M
Reported value
30.7%
Of shares outstanding
0.4%
Calls
0.0%
Puts
+0
Holder change
Institutions report 4,221,511 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Minerva Advisors LLC | $10.7M | 567,222 | 6.73% | 31q | HELD |
| BlackRock, Inc. | $9.9M | 524,543 | 0.00% | 8q | -2.8%-$286.2K |
| DIMENSIONAL FUND ADVISORS LP | $8.7M | 461,298 | 0.00% | 31q | +1.2%+$103.5K |
| North Star Investment Management Corp. | $7.9M | 420,345 | 0.43% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.7M | 358,589 | 0.00% | 2q | -9.9%-$739.0K |
| Rehmann Capital Advisory Group | $5.8M | 309,213 | 0.27% | 6q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $4.1M | 215,673 | 0.00% | 31q | -3.6%-$151.0K |
| STATE STREET CORP | $2.5M | 132,569 | 0.00% | 31q | -2.4%-$61.1K |
| Bank of New York Mellon Corp | $1.7M | 91,597 | 0.00% | 31q | -0.6%-$10.6K |
| Mork Capital Management, LLC | $1.5M | 80,000 | 0.96% | 18q | HELD |
| NORTHERN TRUST CORP | $1.5M | 77,610 | 0.00% | 31q | -7.1%-$110.8K |
| PEOPLES BANK /OH | $1.2M | 65,316 | 0.63% | 31q | HELD |
| De Lisle Partners LLP | $1.2M | 64,296 | 0.13% | 10q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.2M | 61,705 | 0.01% | 7q | +186.5%+$754.3K |
| Northstar Group, Inc. | $1.1M | 60,500 | 0.15% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 56,824 | 0.00% | 2q | -3.4%-$37.9K |
| VANGUARD FIDUCIARY TRUST CO | $1.0M | 53,912 | 0.00% | 2q | +5.1%+$49.1K |
| MORGAN STANLEY | $992.4K | 52,842 | 0.00% | 35q | -41.6%-$706.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $961.3K | 51,186 | 0.02% | 17q | +22.4%+$176.1K |
| RITHOLTZ WEALTH MANAGEMENT | $908.0K | 48,348 | 0.01% | 6q | +48.0%+$294.3K |
| AMERICAN CENTURY COMPANIES INC | $812.4K | 43,258 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $676.4K incl. $315.5K options CALL | 19,215 | 0.00% | 2q | -8.4%-$62.3K |
| STRS OHIO | $631.0K | 33,600 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $465.7K | 24,800 | 0.00% | 13q | -1.1%-$5.4K |
| LPL Financial LLC | $465.0K | 24,759 | 0.00% | 17q | HELD |
| Advisor OS, LLC | $417.5K | 22,232 | 0.03% | 2q | -1.6%-$6.8K |
| ROYAL BANK OF CANADA | $414.0K | 22,068 | 0.00% | 23q | +10.2%+$38.2K |
| GOLDMAN SACHS GROUP INC | $356.4K | 18,979 | 0.00% | 4q | -25.5%-$122.0K |
| Hillsdale Investment Management Inc. | $354.9K | 18,900 | 0.01% | 2q | +4.4%+$15.0K |
| Janney Montgomery Scott LLC | $298.0K | 15,872 | 0.00% | 14q | -1.1%-$3.3K |
| NOESIS CAPITAL MANGEMENT CORP | $297.3K | 15,830 | 0.04% | new | NEW |
| BAILARD, INC. | $293.5K | 15,630 | 0.01% | 2q | +36.7%+$78.9K |
| CITADEL ADVISORS LLC | $284.4K | 15,142 | 0.00% | 9q | -57.2%-$380.3K |
| Prosperity Consulting Group, LLC | $277.3K | 14,767 | 0.01% | 10q | -3.9%-$11.1K |
| Nuveen, LLC | $274.7K | 14,629 | 0.00% | 6q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $273.9K | 14,583 | 0.00% | 31q | -5.5%-$15.9K |
| Trexquant Investment LP | $256.3K | 13,645 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $251.9K | 13,411 | 0.00% | 4q | +8.3%+$19.3K |
| CERTIOR FINANCIAL GROUP, LLC | $244.1K | 13,000 | 0.13% | 4q | +1.1%+$2.7K |
| Hennion & Walsh Asset Management, Inc. | $207.7K | 11,062 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $155.6K | 8,288 | 0.00% | 11q | +173.0%+$98.6K |
| WELLS FARGO & COMPANY/MN | $153.7K | 8,183 | 0.00% | 31q | +68.4%+$62.4K |
| RHUMBLINE ADVISERS | $133.8K | 7,124 | 0.00% | 13q | -12.5%-$19.1K |
| UBS Group AG | $129.8K | 6,913 | 0.00% | 15q | -5.7%-$7.9K |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | $114.1K | 6,073 | 0.10% | 3q | HELD |
| MetLife Investment Management, LLC | $105.1K | 5,596 | 0.00% | 2q | -7.0%-$7.9K |
| Russell Investments Group, Ltd. | $102.1K | 5,438 | 0.00% | 4q | +548.9%+$86.4K |
| CITIGROUP INC | $73.5K | 3,913 | 0.00% | 13q | +725.5%+$64.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $73.4K | 3,908 | 0.00% | 9q | -20.2%-$18.6K |
| JPMORGAN CHASE & CO | $68.7K | 3,636 | 0.00% | 31q | -13.0%-$10.2K |
| BNP PARIBAS FINANCIAL MARKETS | $59.5K | 3,167 | 0.00% | 13q | +44.3%+$18.3K |
| Vanguard Global Advisers, LLC | $57.0K | 3,035 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $42.4K | 2,257 | 0.00% | 5q | HELD |
| FMR LLC | $41.7K | 2,222 | 0.00% | 31q | +1.1% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $39.9K | 2,125 | 0.00% | 2q | -63.6%-$69.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $38.5K | 2,052 | 0.00% | 13q | -62.4%-$63.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35.8K | 1,906 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $26.7K | 1,423 | 0.00% | 14q | -43.6%-$20.6K |
| BARCLAYS PLC | $24.2K | 1,289 | 0.00% | 13q | -44.2%-$19.2K |
| Legal & General Group Plc | $16.6K | 882 | 0.00% | 13q | HELD |
| Ameritas Investment Partners, Inc. | $15.4K | 822 | 0.00% | 13q | HELD |
| GAMMA Investing LLC | $7.5K | 398 | 0.00% | 7q | +18.8%+$1.2K |
| Farther Finance Advisors, LLC | $6.2K | 330 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $4.9K | 262 | 0.00% | 17q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $4.0K | 208 | 0.00% | 4q | -40.1%-$2.7K |
| SIMPLEX TRADING, LLC | $3.8K CALL | options only | 0.00% | new | OPTIONS |
| Sterling Capital Management LLC | $3.6K | 191 | 0.00% | 8q | -43.5%-$2.8K |
| IFP Advisors, Inc | $2.9K | 156 | 0.00% | 7q | +5100.0%+$2.9K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.2K | 117 | 0.00% | 13q | -78.8%-$8.2K |
| JONES FINANCIAL COMPANIES LLLP | $1.9K | 100 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $1.9K | 101 | 0.00% | new | NEW |
| IFS Advisors, LLC | $1.9K | 100 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $1.1K | 56 | 0.00% | 2q | HELD |
| Allworth Financial LP | $1.0K | 55 | 0.00% | 4q | +14.6% |
| NISA INVESTMENT ADVISORS, LLC | $995 | 53 | 0.00% | 13q | HELD |
| EverSource Wealth Advisors, LLC | $827 | 44 | 0.00% | 7q | +10.0% |
| SBI Securities Co., Ltd. | $620 | 33 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $451 | 24 | 0.00% | 3q | -14.3% |
| ROTHSCHILD INVESTMENT LLC | $282 | 15 | 0.00% | 4q | HELD |
| Essential Partners LLC | $282 | 15 | 0.00% | 5q | -72.7% |
| True Wealth Design, LLC | $207 | 11 | 0.00% | 7q | +37.5% |
| Clearstead Advisors, LLC | $19 | 1 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $19 | 1 | 0.00% | 3q | HELD |
| Covestor Ltd | $0 | 18 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Williams Edward E | Director | Sold | 30,315 | $635.9K |
| 2026-08-04 | Glazer Walter P. Jr. | Director | Sold | 16,374 | $345.1K |
| 2026-08-06 | Baalmann Richard Fenton JR | Director | Sold | 5,000 | $111.4K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $10.3M | 542,751 | 1 | 6 | 5 | 0.0% |
| Q2 2026 | 84 | $79.6M | 4,221,511 | 9 | 21 | 30 | 0.4% |
| Q1 2026 | 84 | $72.6M | 4,205,807 | 9 | 25 | 23 | 0.5% |
| Q4 2025 | 81 | $56.4M | 4,178,301 | 9 | 18 | 29 | 0.0% |
| Q3 2025 | 76 | $53.5M | 4,251,529 | 14 | 20 | 23 | 0.0% |
| Q2 2025 | 67 | $60.3M | 4,311,541 | 4 | 22 | 18 | 0.0% |
| Q1 2025 | 69 | $83.6M | 5,455,607 | 4 | 20 | 24 | 0.2% |
| Q4 2024 | 65 | $73.9M | 5,159,841 | 8 | 21 | 13 | 0.2% |
| Q3 2024 | 59 | $72.9M | 5,181,614 | 7 | 17 | 15 | 0.1% |
| Q2 2024 | 59 | $71.3M | 5,180,447 | 9 | 16 | 13 | 0.1% |
| Q1 2024 | 54 | $52.4M | 3,817,161 | 5 | 19 | 10 | 0.0% |
| Q4 2023 | 61 | $97.8M | 4,866,177 | 9 | 23 | 10 | 0.1% |
| Q3 2023 | 55 | $71.7M | 4,679,109 | 8 | 13 | 10 | 0.1% |
| Q2 2023 | 49 | $46.0M | 3,449,187 | 18 | 18 | 5 | 0.0% |
| Q1 2023 | 40 | $41.7M | 2,852,235 | 6 | 8 | 9 | 0.4% |
| Q4 2022 | 38 | $29.0M | 2,834,988 | 4 | 7 | 12 | 0.6% |
| Q3 2022 | 40 | $30.4M | 3,044,735 | 6 | 13 | 10 | 0.2% |
| Q2 2022 | 41 | $40.6M | 3,127,376 | 8 | 8 | 17 | 0.0% |
| Q1 2022 | 53 | $50.8M | 3,848,650 | 7 | 15 | 21 | 0.1% |
| Q4 2021 | 55 | $61.2M | 3,794,220 | 7 | 11 | 17 | 2.2% |
| Q3 2021 | 56 | $73.8M | 3,838,496 | 4 | 16 | 21 | 1.6% |
| Q2 2021 | 59 | $88.7M | 3,828,767 | 4 | 10 | 26 | 1.0% |
| Q1 2021 | 66 | $82.9M | 3,940,346 | 8 | 14 | 25 | 0.6% |
| Q4 2020 | 65 | $88.1M | 4,144,808 | 15 | 20 | 16 | 0.4% |
| Q3 2020 | 62 | $366.2M | 20,022,204 | 15 | 17 | 24 | 0.0% |
| Q2 2020 | 52 | $371.8M | 26,632,670 | 10 | 19 | 10 | 0.0% |
| Q1 2020 | 48 | $23.9M | 4,034,928 | 4 | 15 | 16 | 0.0% |
| Q4 2019 | 50 | $40.3M | 4,104,455 | 5 | 17 | 13 | 0.0% |
| Q3 2019 | 50 | $44.8M | 4,116,674 | 4 | 12 | 19 | 0.0% |
| Q2 2019 | 50 | $47.5M | 4,152,706 | 5 | 16 | 9 | 0.0% |
| Q1 2019 | 53 | $45.9M | 4,109,557 | 5 | 13 | 12 | 0.0% |
| Q4 2018 | 51 | $48.6M | 4,243,913 | 0 | 0 | 1 | 0.0% |