Signals

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☆ESN

34 in-universe funds with a nonzero position in ESN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16877
Score / z0.000 / -0.02
Consensus13.36 over 21 funds
Momentumnot computed

Price & positioning

102 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 108.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 68.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 45.2 5.1% 5 +0.9 pp +0.8 pp +1.0 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 17.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 11.8 1.6% 5 -0.2 pp -0.2 pp -1.6 pp -1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 1.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 1.3 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 -4.0 pp -14.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ESN). Qtrs Held counts distinct quarters this fund has actually held ESN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESN position size. Δ columns are the percentage-point change in ESN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status