§ EQUITY
USDESN
ESSENTIAL 40 STOCK ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
20 increased/new, 4 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Sanctuary Advisors, LLC | 3.3M | 0.3% | −0% |
| Legacy Financial Group LLC | 1.9M | 4.2% | +0% |
| RAYMOND JAMES FINANCIAL INC | 1.5M | 0.0% | +104% |
| UBS Group AG | 957K | 0.0% | +9% |
| HARBOUR INVESTMENTS, INC. | 727K | 0.2% | +17% |
| Atria Investments, Inc | 609K | 0.1% | +25% |
◇ AC INTELLIGENCE
Top institutional owners for ESN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.0% · 18 holders
DEALER / BANK10.5% · 4 holders
SYSTEMATIC / QUANT0.6% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ESN in the last 180 days.