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ESN

Essential 40 Stock ETF
ESN

20 hedge funds and large institutions have $186M invested in Essential 40 Stock ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

33% more funds holding

Funds holding: 15 → 20 (+5)

24% more capital invested

Capital invested by funds: $150M → $186M (+$35.5M)

0.55% less ownership

Funds ownership: 96% → 95.45% (-0.55%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
5
Increased
12
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$12.8M
2
BAS
Breakthru Advisory Services
Wisconsin
+$5.56M
3
HI
Harbour Investments
Wisconsin
+$4.98M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.26M
5
AI
Atria Investments
North Carolina
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$93.1K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$90.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
Sanctuary Advisors
Indiana
$56.7M +$1.03M +60,156 +2%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$34.4M +$1.03M +59,758 +3%
BAS
3
Breakthru Advisory Services
Wisconsin
$21.8M +$5.56M +324,085 +34%
UBS Group
4
UBS Group
Switzerland
$15.1M -$93.1K -5,425 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$12.8M +$12.8M +743,509 New
HI
6
Harbour Investments
Wisconsin
$10.6M +$4.98M +290,471 +88%
KF
7
KKM Financial
Illinois
$10.2M +$29.1K +1,694 +0.3%
AI
8
Atria Investments
North Carolina
$8.32M +$1.2M +70,031 +17%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.35M +$2.26M +131,915 +209%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$3.29M -$90.5K -5,275 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.2M – – –
LPL Financial
12
LPL Financial
California
$1.94M +$870K +50,735 +82%
GS
13
GTS Securities
New York
$1.18M +$1.18M +69,011 New
QPW
14
Quantum Private Wealth
Florida
$1.01M +$480K +28,000 +90%
EH
15
Equitable Holdings
New York
$819K +$122K +7,131 +18%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$646K +$646K +37,643 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$543K +$542K +31,617 New
AF
18
Allworth Financial
California
$473K +$132K +7,674 +39%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$404K +$61.6K +3,592 +18%
BGAI
20
Bruce G. Allen Investments
Colorado
$7.05K +$7.05K +411 New
HNB
21
Huntington National Bank
Ohio
$4.8K – – –

ESN Hedge Fund Activity: Q4 2025 in Review

20 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q4 2025, worth a combined $186M — up 24% from $150M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ESN positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $12.8M. The largest seller was UBS Group, cutting an estimated $93.1K.

  • 20 institutional investors held Essential 40 Stock ETF (ESN) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $186M of Essential 40 Stock ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 5 funds opened new Essential 40 Stock ETF positions in Q4 2025 and 0 closed out, a net change of +5 holders.
  • The largest Essential 40 Stock ETF buyer in Q4 2025 was Raymond James Financial, an estimated $12.8M added.
  • The largest Essential 40 Stock ETF seller in Q4 2025 was UBS Group, an estimated $93.1K sold.

Based on aggregated 13F filings for Q4 2025.