ESN Institutional Ownership & Shareholders
ESSENTIAL 40 STOCK ETF (ESN) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $364.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $12.77M, representing an estimated loss of -88.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
30
Total Reported Value
$364.35M
Largest Holder
Vinva Investment Management Ltd
Largest Position
$108.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | $12,771,214 | -$95,377,038 | -88.19% | |
| Sanctuary Advisors, Llc | 0.32% | 3,459,659 | $68,790,139 | $71,459,603 | +$2,669,464 | +3.88% | |
| Legacy Financial Group Llc | 5.09% | 2,274,028 | $45,215,633 | $46,970,276 | +$1,754,643 | +3.88% | |
| Raymond James Financial Inc | 0.01% | 1,645,290 | $32,714,124 | $33,983,629 | +$1,269,505 | +3.88% | |
| Ubs Group Ag | 0.00% | 983,492 | $19,555,755 | $20,314,126 | +$758,371 | +3.88% | |
| Harbour Investments, Inc. | 0.23% | 859,522 | $17,090,299 | $17,753,513 | +$663,214 | +3.88% | |
| Atria Investments, Inc | 0.13% | 679,561 | $13,778,982 | $14,036,400 | +$257,418 | +1.87% | |
| Kkm Financial Llc | 1.61% | 592,014 | $11,771,319 | $12,228,108 | +$456,789 | +3.88% | |
| Lpl Financial Llc | 0.00% | 389,024 | $7,735,147 | $8,035,330 | +$300,183 | +3.88% | |
| Cwm, Llc | 0.01% | 315,502 | $5,525,980 | $6,516,725 | +$990,745 | +17.93% | |
| Mowery & Schoenfeld Wealth Management, Llc | 5.09% | 225,244 | $4,567,115 | $4,652,437 | +$85,322 | +1.87% | |
| Rockefeller Capital Management L.P. | 0.01% | 210,117 | $4,177,876 | $4,339,988 | +$162,112 | +3.88% | |
| Plus Group Wealth Advisors Llc | 3.47% | 191,127 | $3,875,342 | $3,947,747 | +$72,405 | +1.87% | |
| Royal Bank Of Canada | 0.00% | 174,309 | $3,466,000 | $3,600,370 | +$134,370 | +3.88% | |
| Breakthru Advisory Services, Llc | 9.52% | 138,754 | $2,813,418 | $2,865,978 | +$52,560 | +1.87% | |
| Bank Of New York Mellon Corp | 0.00% | 121,970 | $2,425,181 | $2,519,303 | +$94,122 | +3.88% | |
| Equitable Holdings, Inc. | 0.01% | 92,496 | $1,839,144 | $1,910,514 | +$71,370 | +3.88% | |
| Quantum Private Wealth, Llc | 0.47% | 89,695 | $1,818,683 | $1,852,659 | +$33,976 | +1.87% | |
| Gts Securities Llc | 0.04% | 87,235 | $1,734,494 | $1,801,848 | +$67,354 | +3.88% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.39% | 72,198 | $1,463,908 | $1,491,257 | +$27,349 | +1.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,000 | $1,257,130 | $1,280,616 | +$23,486 | +1.87% | |
| Apollon Wealth Management, Llc | 0.01% | 59,009 | $1,196,484 | $1,218,837 | +$22,353 | +1.87% | |
| Envestnet Asset Management Inc | 0.00% | 39,070 | $776,852 | $806,995 | +$30,143 | +3.88% | |
| Janney Montgomery Scott Llc | 0.00% | 35,334 | $703,000 | $729,827 | +$26,827 | +3.82% | |
| Allworth Financial Lp | 0.00% | 26,542 | $527,758 | $548,228 | +$20,470 | +3.88% | |
| Global View Capital Management Llc | 0.10% | 22,841 | $463,131 | $471,783 | +$8,652 | +1.87% | |
| Crescent Grove Advisors, Llc | 0.04% | 22,470 | $455,608 | $464,120 | +$8,512 | +1.87% | |
| Walkner Condon Financial Advisors Llc | 0.03% | 11,199 | $227,066 | $231,316 | +$4,250 | +1.87% | |
| Integrity Alliance, Llc. | 0.01% | 9,976 | $202,295 | $206,055 | +$3,760 | +1.86% | |
| Farther Finance Advisors, Llc | 0.00% | 1,800 | $36,497 | $37,179 | +$682 | +1.87% |
Frequently asked questions about ESN
Who are the largest institutional holders of ESN?
The largest institutional holders of ESN reported in the latest SEC Form 13F filings include Vinva Investment Management Ltd, Sanctuary Advisors, Llc, Legacy Financial Group Llc, Raymond James Financial Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported ESN position.
What is ESN institutional ownership?
This page tracks ESN positions reported by institutional investment managers through SEC Form 13F. ESSENTIAL 40 STOCK ETF (ESN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESN?
InsiderSet currently tracks 30 institutional managers reporting ESN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESN shareholders.
How much ESN stock do institutions own?
Institutional investment managers disclosed approximately $364.35M in ESN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESN institutional ownership last updated?
The latest ESN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESN position after the reporting date.
Are institutions buying or selling ESN?
Institutional buying and selling can be analyzed by comparing ESN positions across consecutive 13F reporting periods. InsiderSet's ESN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESN ownership changes.
How has ESN institutional ownership changed over time?
InsiderSet tracks ESN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.