Eventide US Market ETFESUMETF
13F holders, Q2 2026 (June 30)39holders +1
5new positions
4sold out
1famous investor
$30.59avg. 13F price*
At the end of Q2 2026, 39 institutions reported holding Eventide US Market ETF (ESUM) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($35.2M), Strategic Equity Management ($16.6M) and O'Connor Financial Group LLC ($15.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eventide US Market ETF
- Filed as
- STRATEGY SHS (Q2 2026)
- CUSIP
- 86280R787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 440,941 shares bought and 1,433,536 shares sold, net −992,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +20.8% | 1,154,392 | $35.2M |
| Strategic Equity Management | 5.58% | Add +3.5% | 542,739 | $16.6M |
| O'Connor Financial Group LLC | 5.37% | Reduce -0.0% | 496,003 | $15.2M |
| Moneywise, Inc. | 3.32% | Add +4.8% | 290,812 | $8.9M |
| Legacy Wealth Asset Management, LLC | 1.76% | Add +4.4% | 261,253 | $8.0M |
| PAX Financial Group, LLC | 0.74% | Add +1.6% | 163,445 | $5.0M |
| Geneos Wealth Management Inc. | 0.10% | Add +35.8% | 160,507 | $4.9M |
| LPL Financial LLC | 0.00% | Add +4.2% | 146,822 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 118,985 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +46.4% | 121,045 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.6% | 110,958 | $3.4M |
| Creative Financial Designs Inc. | 0.14% | Add +10.2% | 97,684 | $3.0M |
| OneAscent Financial Services LLC | 0.11% | Add +7.5% | 76,144 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -12.1% | 75,057 | $2.3M |
| SageOak Financial, LLC | 1.20% | Reduce -1.7% | 60,000 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +21.8% | 57,744 | $1.8M |
| First Heartland Consultants, Inc. | 0.11% | Add +0.1% | 56,320 | $1.7M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -96.5% | 50,276 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +0.7% | 47,733 | $1.5M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.7% | 45,933 | $1.4M |
| Values First Advisors, Inc. | 0.55% | Add +30.5% | 39,633 | $1.2M |
| GTS Securities LLC | 0.02% | New | 24,621 | $754K |
| Betterment LLC | 0.00% | Add +2.3% | 18,387 | $563K |
| Harvest Investment Services, LLC | 0.08% | Reduce -7.7% | 17,225 | $528K |
| Meriwether Wealth & Planning, LLC | 0.22% | Reduce -1.1% | 14,579 | $447K |
| Foundations Investment Advisors, LLC | 0.00% | Add +25.1% | 14,527 | $445K |
| Raymond James Financial Inc. | 0.00% | New | 12,721 | $390K |
| Citadel Advisors | 0.00% | New | 11,367 | $348K |
| Atria Investments, Inc | 0.00% | Reduce -13.0% | 10,915 | $334K |
| BAM Wealth Management, LLC | 0.20% | Reduce -0.5% | 10,422 | $319K |
| Security Financial Services, INC. | 0.04% | Add +8.1% | 9,749 | $299K |
| Osaic Holdings, Inc. | 0.00% | Add +131.4% | 8,688 | $266K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.5% | 8,668 | $266K |
| Equitable Holdings, Inc. | 0.00% | New | 6,806 | $209K |
| LGT Financial Advisors LLC | 0.53% | No change | 3,248 | $100K |
| Silver Oak Securities, Incorporated | 0.00% | Add +1143.5% | 1,057 | $32K |
| Ameritas Advisory Services, LLC | 0.00% | New | 789 | $24K |
| Vanguard Advisers Inc. | 0.00% | No change | 270 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 224 | $7K |
"% of holder's portfolio" is ESUM's weight in each manager's 13F, not the share of Eventide US Market ETF the manager owns.