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ESN
Essential 40 Stock ETF
ESN
ESN
20.64
USD
-0.05
0.24%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.24%
5 days
0.15%
1 month
0.78%
3 months
4.61%
6 months
12.91%
Year to date
19.86%
1 year
23.89%
5 years
33.77%
10 years
33.77%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
| $42.6M | -$114K | -7,371 | -0.3% |
|
| 2 |
2
UBS Group
Zurich,
Switzerland
| $15.9M | +$658K | +42,696 | +4% |
|
| 3 |
KF
3
KKM Financial
Chicago,
Illinois
| $9.09M | +$37.7K | +2,447 | +0.4% |
|
| 4 |
AI
4
Atria Investments
Charlotte,
North Carolina
| $2.6M | +$2.39M | +155,208 | +1,066% |
|
| 5 |
5
Bank of New York Mellon
New York
| $1.99M | -$1.28M | -83,019 | -39% |
|
| 6 |
6
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $1.89M | -$22.6K | -1,467 | -1% |
|
| 7 |
GS
7
GTS Securities
Miami,
Florida
| $1.08M | -$286K | -18,587 | -21% |
|
| 8 |
SC
8
Savoie Capital
Chicago,
Illinois
| $747K | – | – | – |
|
| 9 |
AF
9
Allworth Financial
Folsom,
California
| $261K | – | – | – |
|
| 10 |
NW
10
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $257K | – | – | – |
|
| 11 |
11
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.57K | -375 | Closed |
|