Essential 40 Stock ETF
ESNFinancial·Exchange Traded Fund·USA·NASD·Nov 11 • 10:13 AM ET
Price
ESN against its 20, 50 and 200-day averages3.4% under 21.43 on 27 Oct 2026. Last 15 sessions, 6.9% high to low
Profile
ESNEssential 40 Stock ETF seeks to track, before fees and expenses, the performance of the Essential 40 Stock Index. The fund is an actively-managed exchange-traded fund ("ETF") that normally invests at least 80% of its net assets in the common stocks of companies that comprise the Essential 40 Stock Index, which measures the investment return of the equity securities of forty blue-chip U.S. companies. Generally, the adviser anticipates that the fund will hold all forty of the securities that comprise the index in proportion to their weightings in the index.
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 0.1M | - | 67.48K |
| 2026-10-15 | - | 0.1M | - | 65.22K |
| 2026-09-30 | - | 0.1M | - | 64.04K |
| 2026-09-15 | - | 0.1M | - | 66.24K |
| 2026-08-31 | - | 0.1M | - | 74.09K |
| 2026-08-14 | - | 0.0M | - | 76.01K |
| 2026-07-31 | - | 0.0M | - | 82.14K |
| 2026-07-15 | - | 0.0M | - | 75.07K |
| 2026-06-30 | - | 0.2M | - | 70.33K |
| 2026-06-15 | - | 0.2M | - | 65.94K |
| 2026-05-29 | - | 0.1M | - | 58.45K |
| 2026-05-15 | - | 0.1M | - | 57.43K |
| 2026-04-30 | - | 0.1M | - | 50.27K |
| 2026-04-15 | - | 0.1M | - | 51.07K |
| 2026-03-31 | - | 0.0M | - | 55.81K |
| 2026-03-13 | - | 0.0M | - | 57.59K |
| 2026-02-27 | - | 0.0M | - | 53.99K |
| 2026-02-13 | - | 0.0M | - | 49.31K |
| 2026-01-30 | - | 0.1M | - | 48.79K |
| 2026-01-15 | - | 0.1M | - | 41.94K |
Option chain
expiry 2026-11-11| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| Sanctuary Advisors, LLC | 23.15% |
| Legacy Financial Group LLC | 13.72% |
| RAYMOND JAMES FINANCIAL INC | 11.01% |
| UBS Group AG | 5.74% |
| HARBOUR INVESTMENTS, INC. | 5.71% |
| Vinva Investment Management Ltd | 4.14% |
| Atria Investments, Inc | 4.03% |
| KKM Financial LLC | 3.96% |
| LPL Financial LLC | 2.76% |
| Rockefeller Capital Management L.P. | 1.41% |
Funds
| Fund | % owned |
|---|---|
| - | |
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