ESN
Essential 40 Stock ETF
ESN
ESN
13 hedge funds and large institutions have $63.7M invested in Essential 40 Stock ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.3M |
| 2 |
GS
GTS Securities
New York
|
-$687K |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$257K |
| 4 |
Bank of New York Mellon
New York
|
-$32.4K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $28.1M | +$26.1M | +1,627,189 | +1,319% |
|
|
2
UBS Group
Zurich,
Switzerland
| $15.4M | -$1.3M | -80,918 | -8% |
|
|
KF
3
KKM Financial
Chicago,
Illinois
| $9.5M | +$1.6K | +100 | +0% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $4.78M | +$2.05M | +128,039 | +75% |
|
|
5
Bank of New York Mellon
New York
| $2.05M | -$32.4K | -2,021 | -2% |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $993K | +$993K | +61,934 | New |
|
|
SC
7
Savoie Capital
Chicago,
Illinois
| $806K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $691K | +$691K | +43,074 | New |
|
9
Rockefeller Capital Management
New York
| $676K | +$676K | +42,164 | New |
|
|
GS
10
GTS Securities
New York
| $447K | -$687K | -42,818 | -61% |
|
|
AF
11
Allworth Financial
Folsom,
California
| $313K | +$31.6K | +1,970 | +11% |
|
12
JPMorgan Chase & Co
New York
| $16.2K | +$16.2K | +1,008 | New |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $5.57K | +$5.57K | +375 | New |
|
|
NW
14
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$257K | -16,751 | Closed |
|