Who Owns Essential 40 Stock ETF (ESN)?Hedge Fund & Institutional Holders

$17.91+0.08 (+0.46%)Financial ServicesNASDAQ

Institutional Holders

as of Q4 2025

Total Institutional Value

$1.5089000120000003e+81T

% of Float Held

—

QoQ Change in Holders

+8 / -1

Price History

ESN — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
RAYMOND JAMES FINANCIAL INC	New Position	+744K	+$12.0B
Atria Investments, Inc	Increased	+70K	+$919.5M
Quantum Private Wealth, LLC	Increased	+28K	+$483.1M
KKM Financial LLC	Increased	+2K	+$89.0M
Bruce G. Allen Investments, LLC	New Position	+411	+$7.0M
Bank of New York Mellon Corp	New Position	+128K	+$2.0M
Cambridge Investment Research Advisors, Inc.	Increased	+132K	+$1.9M
GTS SECURITIES LLC	New Position	+69K	+$1.0M
CWM, LLC	New Position	+24K	+$404K
Janney Montgomery Scott LLC	New Position	+38K	+$0
COMMONWEALTH EQUITY SERVICES, LLC	New Position	+32K	+$0
HUNTINGTON NATIONAL BANK	New Position	+280	+$0
Allworth Financial LP	Increased	+8K	+$-338.9M
Equitable Holdings, Inc.	Increased	+7K	+$-692.9M
LPL Financial LLC	Increased	+51K	+$-1.1B

ESN — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
Rockefeller Capital Management L.P.	Decreased	-5K	-$365.4M
UBS Group AG	Decreased	-5K	-$4.1M
COMERICA BANK	Closed Position	-0	-$0

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	UBS Group AG	879,279	$15.1B	2.45%	Share
2	RAYMOND JAMES FINANCIAL INC	743,509	$12.0B	3.73%	Share
3	KKM Financial LLC	592,732	$10.2B	1.81%	Share
4	Atria Investments, Inc	485,069	$8.0B	90.93%	Share
5	Rockefeller Capital Management L.P.	190,508	$3.0B	5.40%	Share
6	Quantum Private Wealth, LLC	59,000	$1.0B	0.30%	Share
7	BREAKTHRU ADVISORY SERVICES, LLC	1,273,016	$21.8M	13.96%	Share
8	HARBOUR INVESTMENTS, INC.	620,151	$10.6M	0.22%	Share
9	UBS Group AG	416	$7.0M	0.00%	Share
10	Bruce G. Allen Investments, LLC	411	$7.0M	0.00%	Share
11	Cambridge Investment Research Advisors, Inc.	194,983	$3.0M	0.01%	Share
12	Bank of New York Mellon Corp	127,926	$2.0M	0.00%	Share
13	GTS SECURITIES LLC	69,011	$1.0M	0.03%	Share
14	LPL Financial LLC	112,773	$1.0M	0.00%	Share
15	Allworth Financial LP	27,568	$473K	0.00%	Share
16	CWM, LLC	23,565	$404K	0.00%	Share
17	Rockefeller Capital Management L.P.	1,485	$0	0.00%	Share
18	Bank of New York Mellon Corp	2	$0	0.00%	Share
19	Equitable Holdings, Inc.	47,748	$0	0.00%	Share
20	HUNTINGTON NATIONAL BANK	280	$0	0.00%	Share
21	Janney Montgomery Scott LLC	37,643	$0	0.00%	Share
22	COMMONWEALTH EQUITY SERVICES, LLC	31,617	$0	0.00%	Share

ESN Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	19	$49.3B	+7
Q3 2025	12	$60.1B	-1
Q2 2025	13	$60.7B	+4
Q1 2025	9	$31.9B	-1
Q4 2024	10	$26.2B	—

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As of Q4 2025, 22 institutional investors hold ESN (Essential 40 Stock ETF). The largest holder is UBS Group AG with $15.1B in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own ESN?

As of Q4 2025, 22 institutional investors report holding ESN (Essential 40 Stock ETF) in their 13F filings.

Who is the largest institutional holder of ESN?

The largest institutional holder of ESN is UBS Group AG with $15.1B in shares.

Is institutional ownership of ESN increasing or decreasing?

This quarter, 8 institutions opened new positions in ESN and 1 closed their positions.