LPL Financial
ESN

LPL Financial’s Essential 40 Stock ETF ESN Stock Holding History

LPL Financial’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 		$2.48M Buy
141,679
+28,906
+26% +$517K ﹤0.01% 3291
2025
Q4 		$1.94M Buy
112,773
+50,735
+82% +$870K ﹤0.01% 3443
2025
Q3 		$1.06M Buy
+62,038
New +$1.02M ﹤0.01% 3947

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
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

LPL Financial's ESN Position: Q1 2026 in Review

LPL Financial increased its Essential 40 Stock ETF (ESN) stake by 26% in Q1 2026, buying an estimated $517K and bringing the position to 141,679 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

LPL Financial 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.

  • LPL Financial held 141,679 shares of Essential 40 Stock ETF worth $2.48M as of Q1 2026.
  • LPL Financial bought 28,906 Essential 40 Stock ETF shares in Q1 2026, an estimated $517K.
  • Essential 40 Stock ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3291 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.