% of shares outstanding is not shown for ESN: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for ESN in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | 3,289,8193.3M | $58M | — | — |
| 2 | Legacy Financial Group LLC | 1,899,2121.9M | $33M | — | — |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,519,1081.5M | $27M | — | ADD 104% |
| 4 | UBS Group AG | 957,311957,311 | $17M | — | ADD 9% |
| 5 | HARBOUR INVESTMENTS, INC. | 727,093727,093 | $13M | — | ADD 17% |
| 6 | Atria Investments, Inc | 608,606608,606 | $11M | — | ADD 25% |
| 7 | KKM Financial LLC | 592,732592,732 | $10M | — | — |
| 8 | CWM, LLC | 315,502315,502 | $6M | — | ADD 1239% |
| 9 | Rockefeller Capital Management L.P. | 189,624189,624 | $3M | — | — |
| 10 | LPL Financial LLC | 141,679141,679 | $2M | — | ADD 26% |
| 11 | BREAKTHRU ADVISORY SERVICES, LLC | 140,802140,802 | $2M | — | TRIM -89% |
| 12 | Bank of New York Mellon Corp | 121,969121,969 | $2M | — | TRIM -5% |
| 13 | Quantum Private Wealth, LLC | 62,00062,000 | $1M | — | ADD 5% |
| 14 | Equitable Holdings, Inc. | 61,51061,510 | $1M | — | ADD 29% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 54,04254,042 | $946,540 | — | ADD 71% |
| 16 | GTS SECURITIES LLC | 53,58153,581 | $938,471 | — | TRIM -22% |
| 17 | Janney Montgomery Scott LLC | 38,70638,706 | $678,000 | — | ADD 3% |
| 18 | Allworth Financial LP | 27,25627,256 | $477,395 | — | — |
| 19 | Independent Advisor Alliance | 16,45316,453 | $288,165 | — | NEW |
| 20 | Farther Finance Advisors, LLC | 1,8001,800 | $31,769 | — | NEW |
| 21 | JONES FINANCIAL COMPANIES LLLP | 1,4221,422 | $24,487 | — | NEW |
| 22 | BlackRock, Inc. | 591591 | $10,351 | — | NEW |
| 23 | Bruce G. Allen Investments, LLC | 411411 | $7,199 | — | — |
| 24 | ROYAL BANK OF CANADA | 11 | $0 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 2.8M | 2.8M | 3.1M | 6.0M | 3.3M | 3.3M | $58M |
| Legacy Financial Group LLC | 125K | 123K | 1.8M | 1.8M | 1.9M | 1.9M | $33M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 744K | 1.5M | $27M |
| UBS Group AG | 997K | 1.0M | 958K | 885K | 880K | 957K | $17M |
| HARBOUR INVESTMENTS, INC. | — | — | 43K | 330K | 620K | 727K | $13M |
| Atria Investments, Inc | 15K | 170K | 298K | 415K | 485K | 609K | $11M |
| KKM Financial LLC | 590K | 593K | 593K | 591K | 593K | 593K | $10M |
| CWM, LLC | — | — | — | 20K | 24K | 316K | $6M |
| Rockefeller Capital Management L.P. | — | — | 84K | 197K | 192K | 190K | $3M |
| LPL Financial LLC | — | — | — | 62K | 113K | 142K | $2M |
| BREAKTHRU ADVISORY SERVICES, LLC | — | — | — | 949K | 1.3M | 141K | $2M |
| Bank of New York Mellon Corp | 213K | 130K | 128K | 128K | 128K | 122K | $2M |
| Quantum Private Wealth, LLC | — | — | — | 31K | 59K | 62K | $1M |
| Equitable Holdings, Inc. | — | — | — | 41K | 48K | 62K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 32K | 54K | $946,540 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 24 | 10,821,230 | — | $189M |
| 2025-Q4 | 20 | 10,712,743 | — | $186M |
| 2025-Q3 | 15 | 11,583,388 | — | $193M |
| 2025-Q2 | 13 | 7,081,120 | — | $114M |
| 2025-Q1 | 10 | 4,987,438 | — | $76M |
| 2024-Q4 | 11 | 4,897,906 | — | $75M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +775,599 | $14M | ADD |
| CWM, LLC | +291,937 | $5M | ADD |
| Atria Investments, Inc | +123,537 | $2M | ADD |
| HARBOUR INVESTMENTS, INC. | +106,942 | $2M | ADD |
| UBS Group AG | +77,616 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BREAKTHRU ADVISORY SERVICES, LLC | −1,132,214 | $20M | TRIM |
| Cambridge Investment Research Advisors, Inc. | −194,983 | $3M | CLOSE |
| GTS SECURITIES LLC | −15,430 | $270,256 | TRIM |
| Sanctuary Advisors, LLC | −12,891 | $225,786 | — |
| Bank of New York Mellon Corp | −5,959 | $104,372 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
