Essential 40 Stock ETF (ESN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Atria Investments, Inc

INCREASED

Shares679,561 from 656,158

Change+23,403 (+4%)

Value$13.8M (+$732.3K)

Filed 2026-10-15

Mowery & Schoenfeld Wealth Management, LLC

INCREASED

Shares225,244 from 68,840

Change+156,404 (+227%)

Value$4.6M (+$3.2M)

Filed 2026-10-28

Plus Group Wealth Advisors LLC

INCREASED

Shares191,127 from 106,862

Change+84,265 (+79%)

Value$3.9M (+$1.8M)

Filed 2026-10-19

Breakthru Advisory Services, LLC

INCREASED

Shares138,754 from 118,222

Change+20,532 (+17%)

Value$2.8M (+$462.8K)

Filed 2026-10-13

Bank of New York Mellon Corp

DECREASED

Shares118,755 from 121,970

Change-3,215 (-3%)

Value$2.4M (-$17.3K)

Filed 2026-11-05

Quantum Private Wealth, LLC

INCREASED

Shares89,695 from 63,238

Change+26,457 (+42%)

Value$1.8M (+$561.3K)

Filed 2026-10-20

Comprehensive Financial Consultants Institutional, Inc.

DECREASED

Shares72,198 from 72,927

Change-729 (-1%)

Value$1.5M (+$13.9K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

INCREASED

Shares62,000 from 58,995

Change+3,005 (+5%)

Value$1.3M (+$84.1K)

Filed 2026-11-02

Apollon Wealth Management, LLC

NEW

Shares59,009

Change+59,009

Value$1.2M

Filed 2026-10-23

Global View Capital Management LLC

INCREASED

Shares22,841 from 11,068

Change+11,773 (+106%)

Value$463.1K (+$243.1K)

Filed 2026-10-28

Crescent Grove Advisors, LLC

NEW

Shares22,470

Change+22,470

Value$455.6K

Filed 2026-10-21

Walkner Condon Financial Advisors LLC

NEW

Shares11,199

Change+11,199

Value$227.1K

Filed 2026-11-02

Integrity Alliance, Llc.

NEW

Shares9,976

Change+9,976

Value$202.3K

Filed 2026-10-29

Farther Finance Advisors, LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$36.5K (+$707)

Filed 2026-10-08

Sanctuary Advisors, LLC

N/A

Shares— from 3,459,659

Change-3,459,659 (-100%)

Value—

Legacy Financial Group LLC

N/A

Shares— from 2,274,028

Change-2,274,028 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,645,290

Change-1,645,290 (-100%)

Value—

UBS Group AG

N/A

Shares— from 983,492

Change-983,492 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 859,522

Change-859,522 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 618,308

Change-618,308 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 592,014

Change-592,014 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 389,024

Change-389,024 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 210,117

Change-210,117 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 174,309

Change-174,309 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 92,496

Change-92,496 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 87,235

Change-87,235 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 39,070

Change-39,070 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 35,334

Change-35,334 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 26,542

Change-26,542 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 505

Change-505 (-100%)

Value—

	Status
Atria Investments, Inc	INCREASED	679,561	656,158	+23,403	+4%	$13.0M	$13.8M	+$732.3K	2026-10-15
Mowery & Schoenfeld Wealth Management, LLC	INCREASED	225,244	68,840	+156,404	+227%	$1.4M	$4.6M	+$3.2M	2026-10-28
Plus Group Wealth Advisors LLC	INCREASED	191,127	106,862	+84,265	+79%	$2.1M	$3.9M	+$1.8M	2026-10-19
Breakthru Advisory Services, LLC	INCREASED	138,754	118,222	+20,532	+17%	$2.4M	$2.8M	+$462.8K	2026-10-13
Bank of New York Mellon Corp	DECREASED	118,755	121,970	-3,215	-3%	$2.4M	$2.4M	-$17.3K	2026-11-05
Quantum Private Wealth, LLC	INCREASED	89,695	63,238	+26,457	+42%	$1.3M	$1.8M	+$561.3K	2026-10-20
Comprehensive Financial Consultants Institutional, Inc.	DECREASED	72,198	72,927	-729	-1%	$1.5M	$1.5M	+$13.9K	2026-10-15
Commonwealth Equity Services, LLC	INCREASED	62,000	58,995	+3,005	+5%	$1.2M	$1.3M	+$84.1K	2026-11-02
Apollon Wealth Management, LLC	NEW	59,009	—	+59,009	—	—	$1.2M	—	2026-10-23
Global View Capital Management LLC	INCREASED	22,841	11,068	+11,773	+106%	$220.1K	$463.1K	+$243.1K	2026-10-28
Crescent Grove Advisors, LLC	NEW	22,470	—	+22,470	—	—	$455.6K	—	2026-10-21
Walkner Condon Financial Advisors LLC	NEW	11,199	—	+11,199	—	—	$227.1K	—	2026-11-02
Integrity Alliance, Llc.	NEW	9,976	—	+9,976	—	—	$202.3K	—	2026-10-29
Farther Finance Advisors, LLC	UNCHANGED	1,800	1,800	0	0%	$35.8K	$36.5K	+$707	2026-10-08
Sanctuary Advisors, LLC	N/A	—	3,459,659	-3,459,659	-100%	$68.8M	—	—	—
Legacy Financial Group LLC	N/A	—	2,274,028	-2,274,028	-100%	$45.2M	—	—	—
Raymond James Financial Inc	N/A	—	1,645,290	-1,645,290	-100%	$32.7M	—	—	—
UBS Group AG	N/A	—	983,492	-983,492	-100%	$19.6M	—	—	—
Harbour Investments, Inc.	N/A	—	859,522	-859,522	-100%	$17.1M	—	—	—
Vinva Investment Management Ltd	N/A	—	618,308	-618,308	-100%	$108.1M	—	—	—
KKM Financial LLC	N/A	—	592,014	-592,014	-100%	$11.8M	—	—	—
LPL Financial LLC	N/A	—	389,024	-389,024	-100%	$7.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	210,117	-210,117	-100%	$4.2M	—	—	—
Royal Bank of Canada	N/A	—	174,309	-174,309	-100%	$3.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	92,496	-92,496	-100%	$1.8M	—	—	—
GTS Securities LLC	N/A	—	87,235	-87,235	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	39,070	-39,070	-100%	$776.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	35,334	-35,334	-100%	$703.0K	—	—	—
Allworth Financial LP	N/A	—	26,542	-26,542	-100%	$527.8K	—	—	—
BFC Planning, Inc.	N/A	—	505	-505	-100%	$10.0K	—	—	—

Showing 30 of 30 institutions