Who Owns ESN?
Essential 40 Stock ETF — Institutional Ownership & 13F Holdings
$18.45
-0.03 (-0.14%)
Market Cap
$166.3M
Shares Outstanding
9,230,965
Institutional Holders
9
Total Inst. Value
$31.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $15.9M | 1,039,382 |
| 2 | KKM Financial LLC | $9.1M | 592,538 |
| 3 | Bank of New York Mellon Corp | $2.0M | 129,713 |
| 4 | Legacy Financial Group LLC | $1.9M | 123,372 |
| 5 | GTS SECURITIES LLC | $1.1M | 70,713 |
| 6 | Savoie Capital LLC | $747K | 50,240 |
| 7 | Allworth Financial LP | $261K | 17,577 |
| 8 | NewEdge Wealth, LLC | $257K | 16,751 |
| 9 | Atria Investments, Inc | $3K | 169,774 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +43K | $15.9M |
| KKM Financial LLC | +2K | $9.1M |
| Atria Investments, Inc | +155K | $3K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bank of New York Mellon Corp | -83K | $2.0M |
| GTS SECURITIES LLC | -19K | $1.1M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold ESN?
As of Q1 2025, 9 institutional investors report holding ESN (Essential 40 Stock ETF) in their 13F filings.
Which hedge fund owns the most ESN?
The largest institutional holder of ESN is UBS Group AG with $15.9M in shares.
Are institutions buying or selling ESN?
This quarter, 1 institutions opened new positions in ESN and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.