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Essential 40 Stock ETF (ESN) Institutional Ownership

Essential 40 Stock ETF logo
$18.84 +0.22 (+1.18%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Essential 40 Stock ETF (NASDAQ:ESN)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.69M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$104.34K
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ESN Institutional Buying and Selling by Quarter

Essential 40 Stock ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp121,969$2.14M0.0%-4.7%0.919%
4/22/2026 Janney Montgomery Scott LLC38,706$678K0.0%+2.8%0.300%
2/11/2026 Janney Montgomery Scott LLC37,643$646K0.0%N/A0.320%
2/5/2026Legacy Financial Group LLC1,891,621$34.38M4.3%+3.3%16.099%
4/29/2025Bank of New York Mellon Corp129,713$1.99M0.0%-39.0%2.358%
2/6/2025Atria Investments Inc14,566$216K0.0%N/A0.000%
2/4/2025Bank of New York Mellon Corp212,732$3.16M0.0%N/A0.000%


ESN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESN shares?

During the previous two years, the following institutional investors and hedge funds held shares of Essential 40 Stock ETF shares: Legacy Financial Group LLC ($34.38M), Bank of New York Mellon Corp ($2.14M), and Janney Montgomery Scott LLC ($678K), Atria Investments Inc ($216K).Learn more on Essential 40 Stock ETF's institutional investors.

Which institutional investors have been buying Essential 40 Stock ETF's stock?

The following institutional investors have purchased Essential 40 Stock ETF's stock in the last 24 months: Bank of New York Mellon Corp ($212.73K), Legacy Financial Group LLC ($59.76K), Janney Montgomery Scott LLC ($38.71K), and Atria Investments Inc ($14.57K).

How much institutional buying is happening at Essential 40 Stock ETF?

Institutional investors have bought a total of 98,464 shares in the last 24 months. This purchase volume represents approximately $1.69M in transactions.

Which of Essential 40 Stock ETF's major shareholders have been selling company stock?

The following institutional investors have sold Essential 40 Stock ETF stock in the last 24 months: Bank of New York Mellon Corp ($5.96K).

How much institutional selling is happening at Essential 40 Stock ETF?

Institutional investors have sold a total of 5,959 shares in the last 24 months. This volume of shares sold represents approximately $104.34K in transactions.



This page (NASDAQ:ESN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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