Who Owns ESSENTIAL 40 STOCK ETF (ESN)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $349.7M of ESSENTIAL 40 STOCK ETF (ESN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vinva Investment Management Ltd ($108.1M), Sanctuary Advisors, LLC ($68.8M), Legacy Financial Group LLC ($45.2M), RAYMOND JAMES FINANCIAL INC ($32.7M), UBS Group AG ($19.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Vinva Investment Management Ltd	$108.1M	618,308	New
2	Sanctuary Advisors, LLC	$68.8M	3.5M	Added
3	Legacy Financial Group LLC	$45.2M	2.3M	Added
4	RAYMOND JAMES FINANCIAL INC	$32.7M	1.6M	Added
5	UBS Group AG	$19.6M	983,492	Added
6	HARBOUR INVESTMENTS, INC.	$17.1M	859,522	Added
7	Atria Investments, Inc	$13.0M	656,158	Added
8	KKM Financial LLC	$11.8M	592,014	Trimmed
9	LPL Financial LLC	$7.7M	389,024	Added
10	Rockefeller Capital Management L.P.	$4.2M	210,117	Added
11	Royal Bank of Canada	$3.5M	174,309	Added
12	Bank of New York Mellon Corp	$2.4M	121,970	Added
13	BREAKTHRU ADVISORY SERVICES, LLC	$2.4M	118,222	Trimmed
14	Plus Group Wealth Advisors LLC	$2.1M	106,862	New
15	Equitable Holdings, Inc.	$1.8M	92,496	Added
16	GTS SECURITIES LLC	$1.7M	87,235	Added
17	Comprehensive Financial Consultants Institutional, Inc.	$1.5M	72,927	New
18	Mowery & Schoenfeld Wealth Management, LLC	$1.4M	68,840	New
19	Quantum Private Wealth, LLC	$1.3M	63,238	Added
20	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	58,995	Added
21	ENVESTNET ASSET MANAGEMENT INC	$776,852	39,070	New
22	Janney Montgomery Scott LLC	$703,000	35,334	Trimmed
23	Allworth Financial LP	$527,758	26,542	Trimmed
24	Global View Capital Management LLC	$220,071	11,068	New
25	Farther Finance Advisors, LLC	$35,790	1,800	Hold

Source: SEC Form 13F filings · as of 2026-06-30