23 tracked 13F filers disclose a position in ESN as of the latest SEC 13F filings, a combined $216.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | $68.8M | 3.5M | ▲+5.2% Added · +170K sh | Q2 2026 | |
| 2 | Legacy Financial Group LLC | $45.2M | 2.3M | ▲+20% Added · +375K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $26.6M | 1.5M | ▲+104% Added · +776K sh | Q1 2026 | |
| 4 | UBS Group AG | $16.8M | 957K | ▲+8.8% Added · +78K sh | Q1 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $12.7M | 727K | ▲+17% Added · +107K sh | Q1 2026 | |
| 6 | Atria Investments, Inc | $13.0M | 656K | ▲+7.8% Added · +48K sh | Q2 2026 | |
| 7 | KKM Financial LLC | $10.2M | 593K | —Held | Q1 2026 | |
| 8 | CWM, LLC | $5.5M | 316K | ▲13× Added · +292K sh | Q1 2026 | |
| 9 | Rockefeller Capital Management L.P. | $3.3M | 190K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $2.5M | 142K | ▲+26% Added · +29K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $2.1M | 122K | ▼−4.7% Reduced · −6K sh | Q1 2026 | |
| 12 | Plus Group Wealth Advisors LLC | $2.1M | 107K | ▲New +107K sh | Q2 2026 | |
| 13 | Equitable Holdings, Inc. | $1.8M | 92K | ▲+50% Added · +31K sh | Q2 2026 | |
| 14 | Comprehensive Financial Consultants Institutional, Inc. | $1.5M | 73K | ▲New +73K sh | Q2 2026 | |
| 15 | Quantum Private Wealth, LLC | $1.3M | 63K | ▲+2.0% Added · +1K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $947K | 54K | ▲+71% Added · +22K sh | Q1 2026 | |
| 17 | GTS SECURITIES LLC | $938K | 54K | ▼−22% Reduced · −15K sh | Q1 2026 | |
| 18 | Allworth Financial LP | $477K | 27K | ▼−1.1% Reduced · −312 sh | Q1 2026 | |
| 19 | Global View Capital Management LLC | $220K | 11K | ▲New +11K sh | Q2 2026 | |
| 20 | Farther Finance Advisors, LLC | $32K | 2K | ▲New +2K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $24K | 1K | ▲New +1K sh | Q1 2026 | |
| 22 | BlackRock, Inc. | $10K | 591 | ▲New +591 sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $0 | 1 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in ESN and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $1.5B |
| APPLE INCAAPL | 9 funds | $871.4M |
| NVIDIA CORPNVDA | 9 funds | $845.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $604.8M |
| MICROSOFT CORPMSFT | 9 funds | $527.3M |
| AMAZON.COM INCAMZN | 9 funds | $475.3M |
| ALPHABET INC-CL CGOOG | 9 funds | $314.2M |
| JPMORGAN CHASE & COJPM | 9 funds | $240.1M |
| ELI LILLY & COLLY | 9 funds | $188.9M |
| TESLA INCTSLA | 9 funds | $188.2M |
| JOHNSON & JOHNSONJNJ | 9 funds | $164.1M |
| CATERPILLAR INCCAT | 9 funds | $114.3M |
Ranked by how many of ESN's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ESNthis pageETFs | 23 funds | $216.1M |
| WCPBWEITZ CORE PLUS | 19 funds | $155.5M |
| PRMRPEAKSHARES RMR | 3 funds | $71.8M |
| WMSBWEITZ MULTISECTO | 2 funds | $1.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ESN
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ESN/capital-change-brief"
Use Arkolith's capital_change_brief for ESN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ESN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.