Escalade Ownership | Who Owns Escalade?

Overview Forecast RevenueFinancials Chart Transcripts

Escalade Ownership Summary

Escalade is owned by 28.30% institutional investors, 35.10% insiders, and 36.60% retail investors. Thoroughbred financial services is the largest institutional shareholder, holding 8.08% of ESCA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.24% of its assets in Escalade shares.

ESCA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Escalade	28.30%	35.10%	36.60%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Leisure Stocks	48.91%	14.38%	36.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thoroughbred financial services	1.12M	8.08%	$16.01M
Blackrock funding, inc. /de	552.86K	3.98%	$7.89M
Minerva advisors	537.81K	3.88%	$7.68M
Blackrock	526.39K	3.82%	$7.26M
Vanguard group	501.64K	3.61%	$7.16M
North star investment management	497.71K	3.59%	$7.11M
Dimensional fund advisors lp	456.71K	3.29%	$6.52M
Morgan stanley	258.05K	1.87%	$3.56M
Geode capital management	213.45K	1.54%	$3.05M
Bank of new york mellon	127.45K	0.92%	$1.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Minerva advisors	537.81K	4.49%	$7.68M
Thoroughbred financial services	1.12M	0.98%	$16.01M
Mork capital management	80.00K	0.75%	$1.14M
Peoples bank /oh	67.13K	0.56%	$958.56K
North star investment management	497.71K	0.49%	$7.11M
De lisle partners llp	78.53K	0.17%	$1.13M
Northstar group	66.50K	0.16%	$949.62K
Inspire advisors	41.10K	0.07%	$586.98K
Hohimer wealth management	12.67K	0.03%	$180.87K
Arete wealth advisors	20.93K	0.02%	$306.00K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	258.05K	0.00%	240.79K
Jpmorgan chase	37.47K	-	18.56K
Blackrock	526.39K	0.00%	15.45K
O'shaughnessy asset management	15.20K	0.00%	15.20K
Susquehanna group, llp	10.88K	-	10.88K

Top Sellers

Holder	Shares	% Assets	Change
Quadrature capital	-	-	-14.49K
Hillsdale investment management	-	-	-14.30K
Squarepoint ops	-	-	-11.33K
De lisle partners llp	78.53K	0.17%	-5.36K
American group	-	-	-4.91K

New Positions

Holder	Shares	% Assets	Change	Value
O'shaughnessy asset management	15.20K	0.00%	15.20K	$217.11K
Citadel advisors	1.00K	-	1.00K	$13.79K
Great west life assurance co /can/	699.00	-	699.00	$10.00K
Thurston, springer, miller, herd & titak	200.00	0.00%	200.00	$2.86K
Gamma investing	21.00	-	21.00	$300.00

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Capital performance advisors llp	-20.00
Voisard asset management group	-84.00
Lazard asset management	-88.00
First manhattan co. llc.	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	33	-45.90%	3,927,268	-23.93%	28	2.04%	18	-28.00%	7	-58.82%
Sep 30, 2024	61	-	5,162,700	-0.25%	37	2.64%	25	-10.71%	17	6.25%
Jun 30, 2024	61	10.91%	5,175,737	37.54%	37	5.04%	28	3.70%	16	45.45%
Mar 31, 2024	55	-9.84%	3,763,112	-22.12%	27	2.21%	27	-20.59%	11	-15.38%
Dec 31, 2023	61	15.09%	4,831,991	3.27%	35	3.03%	34	47.83%	13	-7.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	306.81K	2.24%	-
Vanguard US Total Market Shares ETF	306.81K	2.24%	-
iShares Russell 2000 ETF	239.77K	1.75%	-2.09K
North Star Micro Cap I	238.00K	1.74%	-
North Star Dividend I	190.00K	1.39%	-
Vanguard Institutional Extnd Mkt Idx Tr	127.33K	0.93%	-
Fidelity Small Cap Index	100.14K	0.73%	-1.88K
iShares Russell 2000 Value ETF	85.79K	0.63%	-
VT De Lisle America B USD	73.53K	0.54%	-
DFA US Micro Cap I	67.65K	0.50%	-1.51K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 09, 2024	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$28.49K
Dec 13, 2023	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$80.87K
Oct 30, 2023	Baalmann Richard Fenton JR	-	Sell	$108.52K
Dec 15, 2022	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$17.99K
Dec 14, 2022	Wawrin Stephen	CHIEF FINANCIAL OFFICER	Sell	$20.00

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	1
2024 Q2	-	-
2024 Q1	-	-

ESCA Ownership FAQ

Who Owns Escalade?

Escalade shareholders are primarily institutional investors at 28.30%, followed by 35.10% insiders and 36.60% retail investors. The average institutional ownership in Escalade's industry, Leisure Stocks , is 48.91%, which Escalade falls below.

Who owns the most shares of Escalade?

Escalade’s largest shareholders are Thoroughbred financial services (1.12M shares, 8.08%), Blackrock funding, inc. /de (552.86K shares, 3.98%), and Minerva advisors (537.81K shares, 3.88%). Together, they hold 15.94% of Escalade’s total shares outstanding.

Does Blackrock own Escalade?

Yes, BlackRock owns 3.82% of Escalade, totaling 526.39K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 7.26M$. In the last quarter, BlackRock increased its holdings by 15.45K shares, a 3.02% change.

Who is Escalade’s biggest shareholder by percentage of total assets invested?

Minerva advisors is Escalade’s biggest shareholder by percentage of total assets invested, with 4.49% of its assets in 537.81K Escalade shares, valued at 7.68M$.

Who is the top mutual fund holder of Escalade shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Escalade shares, with 2.24% of its total shares outstanding invested in 306.82K Escalade shares.

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