ESSENTIAL 40 STOCK ETF (ESN) Institutional Shareholders
ESSENTIAL 40 STOCK ETF (ESN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $355.22M in ESN holdings during the latest filing period.
Vinva Investment Management Ltd is currently the largest disclosed institutional shareholder of ESN tracked by InsiderSet, reporting ownership valued at approximately $108.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.72M, representing an estimated loss of -88.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed ESN value among the investors covered in this analysis. Major shareholders include Vinva Investment Management Ltd, Sanctuary Advisors, Llc, Legacy Financial Group Llc, and several other long-term asset managers with concentrated positions in ESSENTIAL 40 STOCK ETF (ESN).
This page ranks the largest institutional ESN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$355.22M
Largest Holder
Vinva Investment Management Ltd
Largest Position
$108.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vinva Investment Management Ltd | 0.72% | 618,308 | $108,148,252 | $12,717,730 | -$95,430,522 | -88.24% | |
| Sanctuary Advisors, Llc | 0.32% | 3,459,659 | $68,790,139 | $71,160,342 | +$2,370,203 | +3.45% | |
| Legacy Financial Group Llc | 5.09% | 2,274,028 | $45,215,633 | $46,773,572 | +$1,557,939 | +3.45% | |
| Raymond James Financial Inc | 0.01% | 1,645,290 | $32,714,124 | $33,841,312 | +$1,127,188 | +3.45% | |
| Ubs Group Ag | 0.00% | 983,492 | $19,555,755 | $20,229,054 | +$673,299 | +3.44% | |
| Harbour Investments, Inc. | 0.23% | 859,522 | $17,090,299 | $17,679,164 | +$588,865 | +3.45% | |
| Atria Investments, Inc | 0.13% | 656,158 | $13,046,717 | $13,496,251 | +$449,534 | +3.45% | |
| Kkm Financial Llc | 1.61% | 592,014 | $11,771,319 | $12,176,899 | +$405,580 | +3.45% | |
| Lpl Financial Llc | 0.00% | 389,024 | $7,735,147 | $8,001,679 | +$266,532 | +3.45% | |
| Cwm, Llc | 0.01% | 315,502 | $5,525,980 | $6,489,434 | +$963,454 | +17.43% | |
| Rockefeller Capital Management L.P. | 0.01% | 210,117 | $4,177,876 | $4,321,813 | +$143,937 | +3.45% | |
| Royal Bank Of Canada | 0.00% | 174,309 | $3,466,000 | $3,585,292 | +$119,292 | +3.44% | |
| Bank Of New York Mellon Corp | 0.00% | 121,970 | $2,425,181 | $2,508,752 | +$83,571 | +3.45% | |
| Breakthru Advisory Services, Llc | 7.89% | 118,222 | $2,350,667 | $2,431,661 | +$80,994 | +3.45% | |
| Plus Group Wealth Advisors Llc | 2.00% | 106,862 | $2,124,791 | $2,198,002 | +$73,211 | +3.45% | |
| Equitable Holdings, Inc. | 0.01% | 92,496 | $1,839,144 | $1,902,513 | +$63,369 | +3.45% | |
| Gts Securities Llc | 0.04% | 87,235 | $1,734,494 | $1,794,302 | +$59,808 | +3.45% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.38% | 72,927 | $1,450,044 | $1,500,006 | +$49,962 | +3.45% | |
| Mowery & Schoenfeld Wealth Management, Llc | 1.87% | 68,840 | $1,368,781 | $1,415,942 | +$47,161 | +3.45% | |
| Quantum Private Wealth, Llc | 0.32% | 63,238 | $1,257,393 | $1,300,717 | +$43,324 | +3.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,995 | $1,173,030 | $1,213,445 | +$40,415 | +3.45% | |
| Envestnet Asset Management Inc | 0.00% | 39,070 | $776,852 | $803,615 | +$26,763 | +3.45% | |
| Janney Montgomery Scott Llc | 0.00% | 35,334 | $703,000 | $726,771 | +$23,771 | +3.38% | |
| Allworth Financial Lp | 0.00% | 26,542 | $527,758 | $545,932 | +$18,174 | +3.44% | |
| Global View Capital Management Llc | 0.05% | 11,068 | $220,071 | $227,653 | +$7,582 | +3.45% | |
| Farther Finance Advisors, Llc | 0.00% | 1,800 | $35,790 | $37,023 | +$1,233 | +3.45% |
Frequently asked questions about ESN
Who owns the most ESN stock?
The largest holders of ESN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ESSENTIAL 40 STOCK ETF (ESN).
Is ESN widely held by superinvestors?
Many widely followed stocks like ESN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ESN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.