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
Q2 		$7.74M Buy
389,024
+247,345
+175% +$4.71M ﹤0.01% 2385
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

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 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

LPL Financial's ESN Position: Q2 2026 in Review

LPL Financial increased its Essential 40 Stock ETF (ESN) stake by 175% in Q2 2026, buying an estimated $4.71M and bringing the position to 389,024 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

LPL Financial first reported a position in ESN in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • LPL Financial held 389,024 shares of Essential 40 Stock ETF worth $7.74M as of Q2 2026.
  • LPL Financial bought 247,345 Essential 40 Stock ETF shares in Q2 2026, an estimated $4.71M.
  • Essential 40 Stock ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2385 holding.
  • LPL Financial first reported a position in Essential 40 Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.