Who owns ESN
Which tracked institutional funds hold ESN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ESN is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ESN’s largest tracked holder by dollar value, Vinva Investment Management Ltd, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ESN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 24 tracked filers holding ESN, 19 increased or opened the position and 9 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ESN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Vinva Investment Management Ltd$108M
- Plus Group Wealth Advisors LLC$2M
- Comprehensive Financial Consultants Institutional, Inc.$1M
- Mowery & Schoenfeld Wealth Management, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$777K
Full exits 2
- CWM, LLC$6M
- Janney Montgomery Scott LLC$678K
Largest adds
- Legacy Financial Group LLC$12M
- Sanctuary Advisors, LLC$11M
- RAYMOND JAMES FINANCIAL INC$6M
- LPL Financial LLC$5M
- HARBOUR INVESTMENTS, INC.$4M
- ROYAL BANK OF CANADA$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Vinva Investment Management Ltd new | 618,308 | $108M | 30.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,459,659 | $69M | 19.1% | 2026-Q2 |
| Legacy Financial Group LLC added | 2,274,028 | $45M | 12.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,645,290 | $33M | 9.1% | 2026-Q2 |
| UBS Group AG added | 983,492 | $20M | 5.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 859,522 | $17M | 4.8% | 2026-Q2 |
| Atria Investments, Inc added | 656,158 | $13M | 3.6% | 2026-Q2 |
| KKM Financial LLC trimmed | 592,014 | $12M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 389,024 | $8M | 2.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 210,117 | $4M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 174,309 | $3M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 121,970 | $2M | 0.7% | 2026-Q2 |
| BREAKTHRU ADVISORY SERVICES, LLC trimmed | 118,222 | $2M | 0.7% | 2026-Q2 |
| Plus Group Wealth Advisors LLC new | 106,862 | $2M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 92,496 | $2M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 87,235 | $2M | 0.5% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. new | 72,927 | $1M | 0.4% | 2026-Q2 |
| Mowery & Schoenfeld Wealth Management, LLC new | 68,840 | $1M | 0.4% | 2026-Q2 |
| Quantum Private Wealth, LLC added | 63,238 | $1M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,995 | $1M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 39,070 | $777K | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 26,542 | $528K | 0.1% | 2026-Q2 |
| Global View Capital Management LLC new | 11,068 | $220K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,800 | $36K | 0.0% | 2026-Q2 |
| CWM, LLC added | 315,502 | $6M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 38,706 | $678K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 16,453 | $288K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 1,422 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. new | 591 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Bruce G. Allen Investments, LLC | 411 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 194,983 | $3M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 0 | — | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Savoie Capital LLC | 50,240 | $806K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| JPMORGAN CHASE & CO new | 1,008 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.