Essential 40 Stock ETF (ESN)

• Market cap: $153M
• 1 day: 0.06%
• 5 days: 0%
• 1 month: 3.06%
• 3 months: 7.12%
• 6 months: 9.07%
• Year to date: 13.71%
• 1 year: 9.14%
• 5 years: 9.14%
• 10 years: 9.14%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

88% more capital invested

Capital invested by funds: $33.9M [Q1] → $63.7M (+$29.9M) [Q2]

44% more funds holding

Funds holding: 9 [Q1] → 13 (+4) [Q2]

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

12.92% more ownership

Funds ownership: 40.26% [Q1] → 53.17% (+12.92%) [Q2]