AI
ESN

Atria Investments’s Essential 40 Stock ETF ESN Stock Holding History

Atria Investments’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Buy
656,158
+47,552
+8% +$905K 0.13% 166
2026
Q1 		$10.7M Buy
608,606
+123,537
+25% +$2.21M 0.12% 178
2025
Q4 		$8.32M Buy
485,069
+70,031
+17% +$1.2M 0.09% 234
2025
Q3 		$7.08M Buy
415,038
+117,225
+39% +$1.93M 0.08% 274
2025
Q2 		$4.78M Buy
297,813
+128,039
+75% +$1.95M 0.06% 395
2025
Q1 		$2.6M Buy
169,774
+155,208
+1,066% +$2.39M 0.03% 602
2024
Q4 		$216K Buy
+14,566
New +$224K ﹤0.01% 1749

Other funds holding ESN

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments's ESN Position: Q2 2026 in Review

Atria Investments increased its Essential 40 Stock ETF (ESN) stake by 7.8% in Q2 2026, buying an estimated $905K and bringing the position to 656,158 shares worth $13M. The position accounts for 0.13% of the portfolio, ranked #166.

Atria Investments first reported a position in ESN in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • Atria Investments held 656,158 shares of Essential 40 Stock ETF worth $13M as of Q2 2026.
  • Atria Investments bought 47,552 Essential 40 Stock ETF shares in Q2 2026, an estimated $905K.
  • Essential 40 Stock ETF made up 0.13% of Atria Investments's portfolio in Q2 2026, its #166 holding.
  • Atria Investments first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.