Escalade Inc: which funds bought and sold

Institutions that bought and sold Escalade shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 31 institutions that filed 13F reports for both quarters added to or opened positions in Escalade, and 40 cut or closed them. Together they added a net 17K shares, +0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 83K shares (+61.4%); index fund managers were net sellers of 72K shares (−4.8%). 8 opened a new position and 8 sold out entirely.

Bought, Q2 2026 31 institutions, 8 of them new holders Sold, Q2 2026 40 institutions, 8 of them sold out

Net change, all compared +17K shares (+0.4%)

Net change, active managers +83K shares (+61.4%), 6 bought, 3 sold

Buyers versus sellers

institutions compared, 91

31 bought 20 40 sold

Active managers and hedge funds 6 bought · 3 sold · +83K

Index fund managers 1 bought · 8 sold · −72K

Other institutions 24 bought · 29 sold · +6,610

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+43K New position	43K	$812,385
O'Shaughnessy Asset Management, LLC Active manager	+40K +186.5%	62K	$1.2M
Strs Ohio	+34K New position	34K	$631,008
Noesis Capital Mangement Corp	+16K New position	16K	$297,287
Ritholtz Wealth Management	+16K +48.0%	48K	$907,981
Trexquant Investment LP Hedge fund	+14K New position	14K	$256,253
Hennion & Walsh Asset Management, Inc.	+11K New position	11K	$207,744
Bridgeway Capital Management, LLC Active manager	+9,378 +22.4%	51K	$961,273
Dimensional Fund Advisors LP	+5,509 +1.2%	461K	$8.7M
Deutsche Bank Ag\	+5,252 +173.0%	8,288	$155,649
Russell Investments Group, Ltd.	+4,600 +548.9%	5,438	$102,125
Bailard, Inc.	+4,200 +36.7%	16K	$293,531
Citigroup Inc	+3,439 +725.5%	3,913	$73,486
Wells Fargo & Company	+3,323 +68.4%	8,183	$153,677
Vanguard Fiduciary Trust Co Index funds	+2,613 +5.1%	54K	$1M
Royal Bank Of Canada	+2,034 +10.2%	22K	$414,000
AQR Capital Management LLC Hedge fund	+1,030 +8.3%	13K	$251,865
BNP Paribas Financial Markets	+973 +44.3%	3,167	$59,476
Hillsdale Investment Management Inc.	+800 +4.4%	19K	$354,942
Ifp Advisors, Inc	+153 +5100.0%	156	$2,930

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+43K New position	43K	$812,385
O'Shaughnessy Asset Management, LLC Active manager	+40K +186.5%	62K	$1.2M
Trexquant Investment LP Hedge fund	+14K New position	14K	$256,253
Bridgeway Capital Management, LLC Active manager	+9,378 +22.4%	51K	$961,273
AQR Capital Management LLC Hedge fund	+1,030 +8.3%	13K	$251,865
FMR LLC Active manager	+25 +1.1%	2,222	$41,729

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Capital Management LLC Index funds	−39K −9.9%	359K	$6.7M
Morgan Stanley	−38K −41.6%	53K	$992,372
Citadel Advisors LLC Hedge fund	−20K −57.2%	15K	$284,367
Jane Street Group, LLC	−18K Sold out	0	—
Blackrock, Inc. Index funds	−15K −2.8%	525K	$9.9M
Focus Partners Wealth	−12K Sold out	0	—
Bank Of America Corp	−10K Sold out	0	—
Geode Capital Management, LLC Index funds	−8,037 −3.6%	216K	$4.1M
Goldman Sachs Group Inc	−6,496 −25.5%	19K	$356,435
Northern Trust Corp Index funds	−5,900 −7.1%	78K	$1.5M
Los Angeles Capital Management LLC Active manager	−3,711 −63.6%	2,125	$39,908
New York State Common Retirement Fund	−3,400 −62.4%	2,052	$38,537
State Street Corp Index funds	−3,254 −2.4%	133K	$2.5M
Vanguard Portfolio Management LLC Index funds	−2,020 −3.4%	57K	$1.1M
North Star Investment Management Corp.	−2,000 −0.5%	420K	$7.9M
Susquehanna International Group, LLP	−1,771 −8.4%	19K	$360,858
Tower Research Capital LLC (TRC)	−1,098 −43.6%	1,423	$26,724
Barclays PLC	−1,020 −44.2%	1,289	$24,208
Rhumbline Advisers Index funds	−1,016 −12.5%	7,124	$133,784
Mirae Asset Global Etfs Holdings Ltd.	−989 −20.2%	3,908	$73,392

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−20K −57.2%	15K	$284,367
Los Angeles Capital Management LLC Active manager	−3,711 −63.6%	2,125	$39,908
Renaissance Technologies LLC Hedge fund	−847 −5.5%	15K	$273,869

New positions

largest by value

Institution	Shares	Value June 30, 2026
American Century Companies IncActive manager	43K	$812,385
Strs Ohio	34K	$631,008
Noesis Capital Mangement Corp	16K	$297,287
Trexquant Investment LPHedge fund	14K	$256,253
Hennion & Walsh Asset Management, Inc.	11K	$207,744
Arax Advisory Partners	101	$1,897
Integrated Wealth Concepts LLC	48	$903
Clearstead Advisors, LLC	1	$19

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	18K	$309,558
Focus Partners Wealth	12K	$204,724
Bank Of America Corp	10K	$179,289
Newedge Advisors, LLC	575	$9,879
Advisory Services Network, LLC	557	$9,564
Optiver Holding B.V.	96	$1,648
Mai Capital Management	5	$86
Root Financial Partners, LLC	4	$69

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 83
Ten largest holders: 74.9%
Index fund managers: 34.4%
Active managers and hedge funds: 5.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	6	3	2	0	+83K	+61.4%
Index fund managers	1	8	0	0	−72K	−4.8%
Other institutions	24	29	6	8	+6,610	+0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Escalade.

Only managers that filed a holdings report for both quarters are compared (91 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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