Who owns ESN?
Essential 40 Stock ETF
25 institutions reported holding ESN, worth $349.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ESN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Vinva Investment Management Ltd | Sydney, Australia | $108.1M | 618,308 | New position |
| Sanctuary Advisors, LLC | Indianapolis, IN | $68.8M | 3,459,659 | +169,840 shares |
| Legacy Financial Group LLC | Des Moines, IA | $45.2M | 2,274,028 | +374,816 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $32.7M | 1,645,290 | +126,182 shares |
| UBS Group AG | Zurich, Switzerland | $19.6M | 983,492 | +26,181 shares |
| Harbour Investments, Inc. | Madison, WI | $17.1M | 859,522 | +132,429 shares |
| Atria Investments, Inc | Charlotte, NC | $13.0M | 656,158 | +47,552 shares |
| KKM Financial LLC | Chicago, IL | $11.8M | 592,014 | −718 shares |
| LPL Financial LLC | Fort Mill, SC | $7.7M | 389,024 | +247,345 shares |
| Rockefeller Capital Management L.P. | New York, NY | $4.2M | 210,117 | +20,493 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ESN vs XTL, ESN vs USSE, ESN vs EPOL, ESN vs VOLT.
Frequently asked questions
Who owns ESN?
25 institutional managers reported holding ESN in Form 13F filings for June 30, 2026, worth $349.7M in total. The largest reported position was held by Vinva Investment Management Ltd, at $108.1M.
Did institutions buy or sell ESN last quarter?
Reported 13F value rose 90.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ESN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.