ESN

Essential 40 Stock ETF
UnclassifiedUSCUSIP 664925708◍ Confluence graph
Tracked 13F Holders
4
+3 QoQ
13F Value (tracked)
$74.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for ESN.
Build

Use ESN data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns ESN

This stock page is the Follow view. The Build view lets your agent query ESN owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ESN"
Ask your agent
Use Arkolith to show who owns ESN,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

4 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Sanctuary Advisors, LLC
$57.6M
3.3M
−0.4%
Reduced · −13K sh
Q1 2026
2Atria Investments, Inc
$10.7M
609K
+25%
Added · +124K sh
Q1 2026
3CWM, LLC
$5.5M
316K
13×
Added · +292K sh
Q1 2026
4Equitable Holdings, Inc.
$1.1M
62K
+29%
Added · +14K 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.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

17 funds+9 since Q4 2024
0917Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $141.4M

Share classes

Class13F holdersValue held
ESNthis pageETFs17 funds$141.4M
WCPBWEITZ CORE PLUS5 funds$11.2M
WMSBWEITZ MULTISECTO2 funds$1.6M
664925864PEAKSHARES RMR1 funds$353K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own ESN also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA6 funds$3.8B
MICROSOFT CORPMSFT6 funds$3.5B
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$3.1B
ISHARES CORE S&P 500 ETFIVV6 funds$2.8B
ALPHABET INC-CL AGOOGL6 funds$2.6B
BROADCOM INCAVGO6 funds$2.0B
JPMORGAN CHASE & COJPM6 funds$1.8B
VANGUARD S&P 500 ETFVOO6 funds$1.6B
META PLATFORMS INC-CLASS AMETA6 funds$1.4B
ALPHABET INC-CL CGOOG6 funds$1.2B
VANGUARD GROWTH ETFVUG6 funds$1.2B
ELI LILLY & COLLY6 funds$1.2B

Ranked by how many of ESN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.