Essential 40 Stock ETF
$20.48-0.6%
+$62.4M
Net Activity
+17.98% total shares
Institutions Holding
25
Popularity Rank
#7896
Avg Weight
0.83%
Total Value
$349.7M
25 institutions currently hold ESN, with 20 net buyers and 8 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
8
Net Buying Institutions
20
Top 5 by Value
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Across its top 20 institutional holders, ESN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 31/100).
ESN ranks #7896 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
ESN is a top-conviction position for Breakthru Advisory Services, LLC — at 7.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in ESN belongs to Vinva Investment Management Ltd, but the position matters far more to Breakthru Advisory Services, LLC, who has 7.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Raymond James Financial Inc has added to its ESN position for two straight quarters, increasing it by $20.0M to reach $32.7M today.
Breakthru Advisory Services, LLC has trimmed its ESN position for two straight quarters, cutting it by $19.5M while still holding $2.4M.
ESN is down 0.6% today, but institutions show net buying of $62.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$141.7M
Total Buy Value
$874.7K
Total Sell Value
20
Net Buyers
8
Net Sellers
ESN
Q2 2026
Top 5 Institutional Movers
+$108.1M
+$12.0M
+$11.2M
+$6.1M
+$5.3M
ESN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
664925708
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access ESN's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ESNCLI
npx alphasmo stocks get ESN