EH
ESN

Equitable Holdings’s Essential 40 Stock ETF ESN Stock Holding History

Equitable Holdings’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
Q1 		$1.08M Buy
61,510
+13,762
+29% +$246K 0.01% 952
2025
Q4 		$819K Buy
47,748
+7,131
+18% +$122K 0.01% 929
2025
Q3 		$693K Buy
+40,617
New +$667K 0.01% 964

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's ESN Position: Q1 2026 in Review

Equitable Holdings increased its Essential 40 Stock ETF (ESN) stake by 29% in Q1 2026, buying an estimated $246K and bringing the position to 61,510 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #952.

Equitable Holdings first reported a position in ESN in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Equitable Holdings held 61,510 shares of Essential 40 Stock ETF worth $1.08M as of Q1 2026.
  • Equitable Holdings bought 13,762 Essential 40 Stock ETF shares in Q1 2026, an estimated $246K.
  • Essential 40 Stock ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #952 holding.
  • Equitable Holdings first reported a position in Essential 40 Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.