ESN · Essential 40 Stock ETF
$20.76
-0.04 (-0.17%)
At close · Aug 14
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$20.80
Open$20.66
Day$20.66–20.82
52W close$16.30–20.80
Avg vol 30d71K
Short int18K · 1.0d
Short vol33%
DataOct 2024–Aug 2026
Equibles Rating
blended score · not investment adviceOverall
Strong Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Bullish
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 14.6 · calm
Equity put/call 0.59
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+13%
above
Price vs 50-day avg
+4%
above
RSI (14)
74
overbought
MACD trend
Positive
52-week position
100%
near high
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+5%
trailing
6-month return
+14%
trailing
YTD return
+21%
this year
Relative strength
+2%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $20 › 200d $18 — 50d above 200d
Institutional flow
Distributing
17 of 24 funds reported for Jun 30 · net -2.7M sh shares
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
▼ -52.1% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
24 holders — near 4-yr high, broad support
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
10%
annualized · 1-yr
Max drawdown
−6%
past year
ATR
0.9%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+13%
Bullish
Price vs 50-day avg
+4%
Bullish
RSI (14)
74
Bearish
MACD trend
Positive
Bullish
52-week position
100%
Bullish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $20 › 200d $18 — 50d above 200d
Institutional flow
Distributing
17 of 24 funds reported for Jun 30 · net -2.7M sh shares
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
▼ -52.1% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
24 holders — near 4-yr high, broad support
Price context
position in its 52-week range
Range low $16
Now $21 · 100%
Range high $21
vs 200-day avg +13%
vs 50-day avg +4%
Illustrative technical + ownership context — a signal mix, not investment advice.
At a glance
key data from every sectionOwnership
Short & Settlement
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ESN | +1.8% | +4.6% | +14.4% | +3.9% | +21.2% |
| SPY | +1.2% | +3.6% | +12.8% | +4.1% | +14.1% |
| vs SPY | +0.6% | +1.0% | +1.6% | -0.3% | +7.1% |
Capital returns
Latest dividend
$0.156
/ share · ex Dec 11, 2025
Paid (TTM)
$0.156
/ share · 1 payout
Dividend yield (TTM, derived)
— · history filling in
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1518042
CUSIP
664925708
13F (30d)
6 filings
6 filers