Who Owns Essential 40 Stock ETF (ESN)?Hedge Fund & Institutional Holders

$17.84-0.04 (-0.21%)Financial ServicesNASDAQ

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$5.667849169426044e+87T

% of Float Held

—

QoQ Change in Holders

+10 / -1

Price History

$13.77$14.92$16.07$17.22$18.37Oct 24Jun 25Mar 26

ESN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+11.9M+$191.1M
Legacy Financial Group LLCNew Position+3.7M+$65.6M
RAYMOND JAMES FINANCIAL INCNew Position+744K+$12.0M
Bank of New York Mellon CorpNew Position+128K+$2.0M
Cambridge Investment Research Advisors, Inc.Increased+132K+$1.9M
GTS SECURITIES LLCNew Position+69K+$1.0M
CWM, LLCNew Position+24K+$404K
Bruce G. Allen Investments, LLCNew Position+411+$7K
Janney Montgomery Scott LLCNew Position+38K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+32K+$0
HUNTINGTON NATIONAL BANKNew Position+280+$0
Allworth Financial LPIncreased+8K+$-338.9M
Quantum Private Wealth, LLCIncreased+28K+$-527.8M
Equitable Holdings, Inc.Increased+7K+$-692.9M
LPL Financial LLCIncreased+51K+$-1.1B

ESN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-5K-$15.1B
Rockefeller Capital Management L.P.Decreased-5K-$3.4B
COMERICA BANKClosed Position-0-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Sanctuary Advisors, LLC3,302,710$56.7M0.31%Share
2Sanctuary Advisors, LLC3,065,926$49.2M0.30%Share
3Sanctuary Advisors, LLC2,777,378$42.6M0.30%Share
4Sanctuary Advisors, LLC2,777,378$42.6M0.28%Share
5Legacy Financial Group LLC1,891,621$34.4M4.25%Share
6Legacy Financial Group LLC1,831,863$31.3M4.09%Share
7BREAKTHRU ADVISORY SERVICES, LLC1,273,016$21.8M13.96%Share
8UBS Group AG879,279$15.1M0.00%Share
9RAYMOND JAMES FINANCIAL INC743,509$12.0M0.00%Share
10HARBOUR INVESTMENTS, INC.620,151$10.6M0.22%Share
11KKM Financial LLC592,732$10.2M1.81%Share
12Atria Investments, Inc485,069$8.0M0.09%Share
13Rockefeller Capital Management L.P.190,508$3.0M0.01%Share
14Cambridge Investment Research Advisors, Inc.194,983$3.0M0.01%Share
15Bank of New York Mellon Corp127,926$2.0M0.00%Share
16Quantum Private Wealth, LLC59,000$1.0M0.30%Share
17GTS SECURITIES LLC69,011$1.0M0.03%Share
18LPL Financial LLC112,773$1.0M0.00%Share
19Allworth Financial LP27,568$473K0.00%Share
20CWM, LLC23,565$404K0.00%Share
21Bruce G. Allen Investments, LLC411$7K0.00%Share
22UBS Group AG416$7K0.00%Share
23Bank of New York Mellon Corp2$00.00%Share
24Rockefeller Capital Management L.P.1,485$00.00%Share
25COMMONWEALTH EQUITY SERVICES, LLC31,617$00.00%Share
26HUNTINGTON NATIONAL BANK280$00.00%Share
27Janney Montgomery Scott LLC37,643$00.00%Share
28Equitable Holdings, Inc.47,748$00.00%Share

ESN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$346.3M+9
Q3 202512$60.1B-1
Q2 202513$62.7B+4
Q1 20259$33.9B-1
Q4 202410$29.3B—

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As of Q4 2025, 28 institutional investors hold ESN (Essential 40 Stock ETF). The largest holder is Sanctuary Advisors, LLC with $56.7M in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own ESN?

As of Q4 2025, 28 institutional investors report holding ESN (Essential 40 Stock ETF) in their 13F filings.

Who is the largest institutional holder of ESN?

The largest institutional holder of ESN is Sanctuary Advisors, LLC with $56.7M in shares.

Is institutional ownership of ESN increasing or decreasing?

This quarter, 10 institutions opened new positions in ESN and 1 closed their positions.