ESSENTIAL 40 STOCK ETF (ESN) Institutional Ownership Changes & 13F Activity

ESSENTIAL 40 STOCK ETF (ESN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vinva Investment Management Ltd, Legacy Financial Group Llc, Cwm, Llc, Lpl Financial Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Equitable Holdings, Inc.Buy+30,986+50.4%92,496$1.84MQ2 2026Aug 17, 2026
Vinva Investment Management LtdBuy+618,308618,308$108.15MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+174,308+17430800.0%174,309$3.47MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+126,182+8.3%1,645,290$32.71MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+33,654+62.8%87,235$1.73MQ2 2026Aug 14, 2026
Kkm Financial LlcSell-718-0.1%592,014$11.77MQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+169,840+5.2%3,459,659$68.79MQ2 2026Aug 13, 2026
Ubs Group AgBuy+26,181+2.7%983,492$19.56MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+20,493+10.8%210,117$4.18MQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+132,429+18.2%859,522$17.09MQ2 2026Aug 12, 2026
Allworth Financial LpSell-714-2.6%26,542$527.76KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+247,345+174.6%389,024$7.74MQ2 2026Aug 07, 2026
Mowery & Schoenfeld Wealth Management, LlcBuy+68,84068,840$1.37MQ2 2026Aug 06, 2026
Bank Of New York Mellon CorpBuy+1+0.0%121,970$2.43MQ2 2026Aug 06, 2026
Legacy Financial Group LlcBuy+374,816+19.7%2,274,028$45.22MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcSell-3,372-8.7%35,334$703.00KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+39,07039,070$776.85KQ2 2026Aug 03, 2026
Commonwealth Equity Services, LlcBuy+4,953+9.2%58,995$1.17MQ2 2026Jul 29, 2026
Quantum Private Wealth, LlcBuy+1,238+2.0%63,238$1.26MQ2 2026Jul 29, 2026
Atria Investments, IncBuy+47,552+7.8%656,158$13.05MQ2 2026Jul 28, 2026
Breakthru Advisory Services, LlcSell-22,580-16.0%118,222$2.35MQ2 2026Jul 23, 2026
Global View Capital Management LlcBuy+11,06811,068$220.07KQ2 2026Jul 23, 2026
Comprehensive Financial Consultants Institutional, Inc.Buy+72,92772,927$1.45MQ2 2026Jul 15, 2026
Plus Group Wealth Advisors LlcBuy+106,862106,862$2.12MQ2 2026Jul 13, 2026
Jones Financial Companies LllpSell-1,422-100.0%0$0.00Q2 2026May 15, 2026
Cwm, LlcSell-315,502-100.0%0$0.00Q2 2026May 14, 2026
Blackrock, Inc.Sell-591-100.0%0$0.00Q2 2026May 13, 2026
Independent Advisor AllianceSell-16,453-100.0%0$0.00Q2 2026May 12, 2026
Bruce G. Allen Investments, LlcSell-411-100.0%0$0.00Q2 2026May 08, 2026
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Frequently asked questions about ESN activity

  • Which institutional owners are buying ESN?

    Institutional owners buying ESN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ESN activity?

    "Buy" means an investor increased their reported position in ESN compared to the prior reporting period. This reflects growing exposure to ESSENTIAL 40 STOCK ETF (ESN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ESN increasing?

    Institutional interest in ESN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.