ESSENTIAL 40 STOCK ETF ESN
$20.07
+0.8% 52w: $15.49 – $20.07
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data15.4917.7820.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
24
+4 QoQ
13F value
$189.3M
+1.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ESN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | Wealth advisor | 3.3M | $57.6M | 0.3% | -0.4% |
| Legacy Financial Group LLC | Wealth advisor | 1.9M | $33.3M | 4.2% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $26.6M | 0.0% | +104.3% |
| UBS Group AG | Bank broker | 957.3K | $16.8M | 0.0% | +8.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 727.1K | $12.7M | 0.2% | +17.2% |
| Atria Investments, Inc | Wealth advisor | 608.6K | $10.7M | 0.1% | +25.5% |
| KKM Financial LLC | Other | 592.7K | $10.2M | 1.8% | Held |
| CWM, LLC | Wealth advisor | 315.5K | $5.5M | 0.0% | +1238.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 189.6K | $3.3M | 0.0% | -1.2% |
| LPL Financial LLC | Bank broker | 141.7K | $2.5M | 0.0% | +25.6% |
| BREAKTHRU ADVISORY SERVICES, LLC | Wealth advisor | 140.8K | $2.5M | 4.0% | -88.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 122.0K | $2.1M | 0.0% | -4.7% |
| Quantum Private Wealth, LLC ★2 | Fundamental diversified | 62.0K | $1.1M | 0.3% | +5.1% |
| Equitable Holdings, Inc. | Wealth advisor | 61.5K | $1.1M | 0.0% | +28.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 54.0K | $947K | 0.0% | +70.9% |
| GTS SECURITIES LLC | Market maker | 53.6K | $938K | 0.0% | -22.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.7K | $678K | 0.0% | +2.8% |
| Allworth Financial LP | Wealth advisor | 27.3K | $477K | 0.0% | -1.1% |
| Independent Advisor Alliance | Wealth advisor | 16.5K | $288K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 1.8K | $32K | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.4K | $24K | 0.0% | New |
| BlackRock, Inc. | Index provider | 591 | $10K | 0.0% | New |
| Bruce G. Allen Investments, LLC | Wealth advisor | 411 | $7K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 1 | $0 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.