ESN — Essential 40 Stock ETF

US equity
20.59 +0.62% today
USD · as of 2026-08-21

Price · 2024-10-21 → 2026-08-21

460 daily closes shown
52w low 16.30 · high 20.80

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2024-10-21.

Performance

1 day+0.62%
1 week-0.71%
1 month+4.08%
3 months+5.62%
6 months+13.26%
Year to date+19.56%
1 year+25.86%

Technicals

RSI 1464.8
vs 50-day avg+2.76%
vs 200-day avg+11.20%
Volatility 1y10.0%
Max drawdown 1y-6.42%
Avg volume 30d74.5K
Daily bars held460
History from2024-10-21

Dividends

Yield (trailing 12m)0.76%
Paid last 12m0.1560
Payments in 12m2
Paying since2024-12-11

Largest institutional holders

managervalueshares
Sanctuary Advisors, LLC57.6M3.3M
Legacy Financial Group LLC33.3M1.9M
RAYMOND JAMES FINANCIAL INC26.6M1.5M
UBS Group AG16.8M957.3K
HARBOUR INVESTMENTS, INC.12.7M727.1K
Atria Investments, Inc10.7M608.6K
KKM Financial LLC10.2M592.7K
CWM, LLC5.5M315.5K
Rockefeller Capital Management L.P.3.3M189.6K
LPL Financial LLC2.5M141.7K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d71.1% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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