Who owns ESN (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 9 added or opened and 3 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, Sanctuary Advisors, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp 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 2025-Q4 and 2026-Q1, across 24 tracked filers holding ESN, 16 increased or opened the position and 7 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 2025-Q4 and 2026-Q1 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.
Full exits 1
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- RAYMOND JAMES FINANCIAL INC$14M
- CWM, LLC$5M
- Atria Investments, Inc$2M
- HARBOUR INVESTMENTS, INC.$2M
- UBS Group AG$2M
- Sanctuary Advisors, LLC$942K
Largest trims
- BREAKTHRU ADVISORY SERVICES, LLC$19M
- Legacy Financial Group LLC$1M
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 |
|---|---|---|---|---|
| Sanctuary Advisors, LLC trimmed | 3,289,819 | $58M | 29.7% | 2026-Q1 |
| Legacy Financial Group LLC added | 1,899,212 | $33M | 17.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,519,108 | $27M | 13.7% | 2026-Q1 |
| UBS Group AG added | 957,311 | $17M | 8.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 727,093 | $13M | 6.6% | 2026-Q1 |
| Atria Investments, Inc added | 608,606 | $11M | 5.5% | 2026-Q1 |
| KKM Financial LLC | 592,732 | $10M | 5.3% | 2026-Q1 |
| CWM, LLC added | 315,502 | $6M | 2.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 189,624 | $3M | 1.7% | 2026-Q1 |
| LPL Financial LLC added | 141,679 | $2M | 1.3% | 2026-Q1 |
| BREAKTHRU ADVISORY SERVICES, LLC trimmed | 140,802 | $2M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 121,969 | $2M | 1.1% | 2026-Q1 |
| Quantum Private Wealth, LLC added | 62,000 | $1M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 61,510 | $1M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 54,042 | $947K | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 53,581 | $938K | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 38,706 | $678K | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 27,256 | $477K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 16,453 | $288K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1,800 | $32K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 1,422 | $24K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 591 | $10K | 0.0% | 2026-Q1 |
| Bruce G. Allen Investments, LLC | 411 | $7K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 1 | — | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 194,983 | $3M | 1.7% | 2025-Q4 stale |
| Savoie Capital LLC | 50,240 | $806K | 0.4% | 2025-Q2 stale |
| NewEdge Wealth, LLC | 16,751 | $257K | 0.1% | 2025-Q1 stale |
| JPMORGAN CHASE & CO new | 1,008 | $16K | 0.0% | 2025-Q2 stale |
| COMERICA BANK new | 0 | — | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.