EVENTIDE US MARKET ETF ESUM
$30.30
-0.6% 52w: $24.82 – $30.64
Latest 13F among current holders filed 39 days ago (May 27, 2026)
Price — last 12 months
research preview data24.8227.7330.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
38
-1 QoQ
13F value
$140.0M
+17.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ESUM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLC | Wealth advisor | 1.4M | $37.1M | 0.9% | +3727.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 955.5K | $25.3M | 0.1% | -34.3% |
| Strategic Equity Management | Wealth advisor | 524.4K | $13.7M | 5.2% | -1.1% |
| O'Connor Financial Group LLC | Wealth advisor | 496.1K | $13.0M | 5.3% | -0.4% |
| MONEYWISE, INC. | Wealth advisor | 277.5K | $7.3M | 3.2% | +3.1% |
| Legacy Wealth Asset Management, LLC | Other | 250.3K | $6.6M | 1.6% | +7.0% |
| PAX Financial Group, LLC | Wealth advisor | 160.8K | $4.2M | 0.7% | +2.5% |
| LPL Financial LLC | Bank broker | 140.8K | $3.7M | 0.0% | +18.5% |
| Geneos Wealth Management Inc. | Wealth advisor | 118.2K | $3.1M | 0.1% | -3.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 112.9K | $3.0M | 0.0% | +15.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 108.2K | $2.8M | 0.0% | +6.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 88.6K | $2.3M | 0.1% | +29.2% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 85.4K | $2.2M | 0.1% | +76.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 82.7K | $2.1M | 0.0% | +151.0% |
| OneAscent Financial Services LLC | Wealth advisor | 70.9K | $1.9M | 0.1% | +10.8% |
| SageOak Financial, LLC | Wealth advisor | 61.1K | $1.6M | 1.1% | +0.7% |
| First Heartland Consultants, Inc. | Wealth advisor | 56.2K | $1.5M | 0.1% | +3.9% |
| IFP Advisors, Inc | Wealth advisor | 47.4K | $1.2M | 0.0% | +2.9% |
| Merit Financial Group, LLC | Wealth advisor | 47.4K | $1.2M | 0.0% | +7.5% |
| Strategic Blueprint, LLC | Wealth advisor | 46.3K | $1.2M | 0.1% | +3.3% |
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 33.2K | $870K | 0.1% | -61.2% |
| Values First Advisors, Inc. | Other | 30.4K | $795K | 0.4% | -12.2% |
| Harvest Investment Services, LLC | Other | 18.7K | $488K | 0.1% | +2.5% |
| Betterment LLC | Wealth advisor | 18.0K | $470K | 0.0% | +7.3% |
| Meriwether Wealth & Planning, LLC | Wealth advisor | 14.7K | $386K | 0.2% | +25.5% |
| TrueWealth Advisors, LLC | Wealth advisor | 14.7K | $385K | 0.1% | -14.5% |
| Atria Investments, Inc | Wealth advisor | 12.5K | $328K | 0.0% | +3.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 11.6K | $304K | 0.0% | +44.4% |
| BAM Wealth Management, LLC | Wealth advisor | 10.5K | $274K | 0.2% | New |
| Security Financial Services, INC. | Wealth advisor | 9.0K | $236K | 0.0% | +7.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 8.0K | $209K | 0.0% | -45.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.8K | $98K | 0.0% | +32.7% |
| ROYAL BANK OF CANADA | Bank broker | 3.4K | $90K | 0.0% | -74.4% |
| LGT Financial Advisors LLC | Wealth advisor | 3.2K | $85K | 0.4% | +10.5% |
| VANGUARD ADVISERS INC | Wealth advisor | 270 | $7K | 0.0% | — |
| AdvisorNet Financial, Inc | Wealth advisor | 224 | $6K | 0.0% | Held |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 85 | $2K | 0.0% | New |
| GeoWealth Management, LLC | Wealth advisor | 6 | $157 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding ESUM