ESN

Essential 40 Stock Etf

Latest period2026 - Q1Total superinvestors24

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 24 superinvestors own shares of Essential 40 Stock Etf (ESN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Essential 40 Stock Etf (ESN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Essential 40 Stock Etf (ESN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Essential 40 Stock Etf (ESN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Eric E Hamilton@Sanctuary Advisors, Llc
Recent Activity
Decreased -0.39%
0.32%
$57.621M
3.29M shares@ 17.52 avg price
Michelle McCarthy@Legacy Financial Group Llc
Recent Activity
Increased 0.41%
4.19%
$33.265M
1.899M shares@ 17.52 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 104.32%
0.01%
$26.607M
1.519M shares@ 17.52 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 8.83%
0.01%
$16.767M
957,311 shares@ 17.52 avg price
Jim Dushek@Harbour Investments, Inc.
Recent Activity
Increased 17.25%
0.2%
$12.735M
727,093 shares@ 17.52 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Increased 25.47%
0.12%
$10.66M
608,606 shares@ 17.52 avg price
Rick Dooley@Kkm Financial Llc
Recent Activity
1.81%
$10.172M
592,732 shares@ 17.17 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 1238.86%
0.02%
$5.526M
315,502 shares@ 17.52 avg price
Rizwan Mirza@Rockefeller Capital Management L.p.
Recent Activity
Decreased -1.23%
0.01%
$3.321M
189,624 shares@ 17.52 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 25.64%
0.01%
$2.481M
141,679 shares@ 17.52 avg price

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