ESN Institutional Ownership
Essential 40 Stock ETF
1W: -0.9%
1M: -0.6%
3M: +1.6%
YTD: +18.5%
1Y: +20.0%
$20.39
+0.07 (+0.37%)
Weekly Expected Move ±1.2%
$20
$20
$20
$21
$21
Overview
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Holdings
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Short Interest
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Institutional Ownership — ESN
29
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
349M
Total Invested
7
New Positions
13
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | 3,459,659 | $71M | +169,840 | +5.2% | 7Q | SEC ↗ |
| 2 | Legacy Financial Group LLC | 2,274,028 | $46M | +374,816 | +19.7% | 7Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,645,290 | $34M | +126,182 | +8.3% | 3Q | SEC ↗ |
| 4 | UBS Group AG | 983,492 | $20M | +26,181 | +2.7% | 7Q | SEC ↗ |
| 5 | HARBOUR INVESTMENTS, INC. | 859,522 | $18M | +132,429 | +18.2% | 5Q | SEC ↗ |
| 6 | Atria Investments, Inc | 656,158 | $13M | +47,552 | +7.8% | 7Q | SEC ↗ |
| 7 | Vinva Investment Management Ltd NEW | 618,308 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 8 | KKM Financial LLC | 592,014 | $12M | -718 | -0.1% | 7Q | SEC ↗ |
| 9 | LPL Financial LLC | 389,024 | $8M | +247,345 | +174.6% | 4Q | SEC ↗ |
| 10 | CWM, LLC | 315,502 | $6M | +291,937 | +1238.9% | 3Q | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 210,117 | $4M | +20,493 | +10.8% | 5Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA NEW | 174,309 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 121,970 | $2M | +1 | +0.0% | 7Q | SEC ↗ |
| 14 | BREAKTHRU ADVISORY SERVICES, LLC | 118,222 | $2M | -22,580 | -16.0% | 4Q | SEC ↗ |
| 15 | Plus Group Wealth Advisors LLC NEW | 106,862 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Equitable Holdings, Inc. | 92,496 | $2M | +30,986 | +50.4% | 4Q | SEC ↗ |
| 17 | GTS SECURITIES LLC | 87,235 | $2M | +33,654 | +62.8% | 3Q | SEC ↗ |
| 18 | Comprehensive Financial Consultants In NEW | 72,927 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Mowery & Schoenfeld Wealth Management, NEW | 68,840 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Quantum Private Wealth, LLC | 63,238 | $1M | +1,238 | +2.0% | 4Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 58,995 | $1M | +4,953 | +9.2% | 3Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC NEW | 39,070 | $797K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 35,334 | $721K | -3,372 | -8.7% | 3Q | SEC ↗ |
| 24 | Allworth Financial LP | 26,542 | $541K | -714 | -2.6% | 7Q | SEC ↗ |
| 25 | Global View Capital Management LLC NEW | 11,068 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 1,800 | $37K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Bruce G. Allen Investments, LLC | 0 | $0K | -411 | -100.0% | 2Q | SEC ↗ |
| 28 | BlackRock, Inc. | 0 | $0K | -591 | -100.0% | 1Q | SEC ↗ |
| 29 | Independent Advisor Alliance | 0 | $0K | -16,453 | -100.0% | 1Q | SEC ↗ |
| 30 | JONES FINANCIAL COMPANIES LLLP | 0 | $0K | -1,422 | -100.0% | 1Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 0 | $0K | -194,983 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Vinva Investment Management Ltd | 618,308 | $13M |
| ROYAL BANK OF CANADA | 174,309 | $4M |
| Plus Group Wealth Advisors LLC | 106,862 | $2M |
| Comprehensive Financial Consultants | 72,927 | $1M |
| Mowery & Schoenfeld Wealth Manageme | 68,840 | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 39,070 | $797K |
| Global View Capital Management LLC | 11,068 | $226K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambridge Investment Research Advis | 194,983 | $4M |
| Independent Advisor Alliance | 16,453 | $336K |
| JONES FINANCIAL COMPANIES LLLP | 1,422 | $29K |
| BlackRock, Inc. | 591 | $12K |
| Bruce G. Allen Investments, LLC | 411 | $8K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Legacy Financial Group LLC | +374,816 | +19.7% | 2,274,028 |
| CWM, LLC | +291,937 | +1238.9% | 315,502 |
| LPL Financial LLC | +247,345 | +174.6% | 389,024 |
| Sanctuary Advisors, LLC | +169,840 | +5.2% | 3,459,659 |
| HARBOUR INVESTMENTS, INC. | +132,429 | +18.2% | 859,522 |
| RAYMOND JAMES FINANCIAL INC | +126,182 | +8.3% | 1,645,290 |
| Atria Investments, Inc | +47,552 | +7.8% | 656,158 |
| GTS SECURITIES LLC | +33,654 | +62.8% | 87,235 |
| Equitable Holdings, Inc. | +30,986 | +50.4% | 92,496 |
| UBS Group AG | +26,181 | +2.7% | 983,492 |
| Rockefeller Capital Management L.P. | +20,493 | +10.8% | 210,117 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,953 | +9.2% | 58,995 |
| Quantum Private Wealth, LLC | +1,238 | +2.0% | 63,238 |
| Bank of New York Mellon Corp | +1 | +0.0% | 121,970 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BREAKTHRU ADVISORY SERVICES, LLC | -22,580 | -16.0% | 118,222 |
| Janney Montgomery Scott LLC | -3,372 | -8.7% | 35,334 |
| KKM Financial LLC | -718 | -0.1% | 592,014 |
| Allworth Financial LP | -714 | -2.6% | 26,542 |