ESSENTIAL 40 STOCK ETF

ESN (ESSENTIAL 40 STOCK ETF) is held by 11 institutional investors as of Q2 2026. Largest holders: Sanctuary Advisors, LLC ($68.8M), RAYMOND JAMES FINANCIAL INC ($32.7M), UBS Group AG ($19.6M). Net institutional sentiment: Bullish.

11

Holders

(2 Elite)

$141.4M

Total Value

75% (12)

Consensus

9 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

ES

Smart Money Verdict

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Institutional (13F)29

Insider (Form 4)55

Activist (13D/13G)33

Congressional (STOCK Act)35

Holder Quality

41

★★★★★

Elite

53

★★★★

Strong

49

★★★

Solid

87

★★

Below

54

★

Weak

Held by 11 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ESN.

Top Holders

Top Holders (11)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Sanctuary Advisors, LLC	Increased	3.5M(+5.2%)	$68.8M	0.3%	+28.71%	37
RAYMOND JAMES FINANCIAL INC	Increased	1.6M(+8.3%)	$32.7M	0.0%	+15.24%	31
UBS Group AG	Increased	983,492(+2.7%)	$19.6M	0.0%	+36.12%	29
LPL Financial LLC	Increased	389,024(+174.6%)	$7.7M	0.0%	+8.94%	44
Rockefeller Capital Management L.P.	Increased	210,117(+10.8%)	$4.2M	0.0%	+23.14%	30
ROYAL BANK OF CANADA	Increased	174,309(+174.3Kx)	$3.5M	0.0%	+3.73%	43
Bank of New York Mellon Corp	Increased	121,970	$2.4M	0.0%	+39.99%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	58,995(+9.2%)	$1.2M	0.0%	+15.65%	28
ENVESTNET ASSET MANAGEMENT INC	New	39,070	$776,852	0.0%	+3.73%	34
Allworth Financial LP	Decreased	26,542(-2.6%)	$527,758	0.0%	+32.72%	0
Farther Finance Advisors, LLC	Unchanged	1,800	$35,790	0.0%	+13.46%	0
BlackRock, Inc.	Exited	0(-100.0%)	$10,351	0.0%	+9.37%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$24,487	0.0%	+9.37%	0

ESESNESSENTIAL 40 STOCK ETF

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer