Eventide US Market ETFESUMETF
13F holders, Q1 2026 (March 31)38holders −1
2new positions
4sold out
$26.22avg. 13F price*
At the end of Q1 2026, 38 institutions reported holding Eventide US Market ETF (ESUM) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were CreativeOne Wealth, LLC ($37.1M), Wealth Enhancement Advisory Services, LLC ($25.3M) and Strategic Equity Management ($13.7M).
- Company
- Eventide US Market ETF
- Filed as
- STRATEGY SHS (Q1 2026)
- CUSIP
- 86280R787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $276K |
| Exits | 4 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,596,115 shares bought and 643,074 shares sold, net +953,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| CreativeOne Wealth, LLC | 0.86% | Add +3727.2% | 1,417,296 | $37.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -34.3% | 955,518 | $25.3M |
| Strategic Equity Management | 5.16% | Reduce -1.1% | 524,422 | $13.7M |
| O'Connor Financial Group LLC | 5.31% | Reduce -0.4% | 496,107 | $13.0M |
| Moneywise, Inc. | 3.17% | Add +3.1% | 277,518 | $7.3M |
| Legacy Wealth Asset Management, LLC | 1.59% | Add +7.0% | 250,255 | $6.6M |
| PAX Financial Group, LLC | 0.72% | Add +2.5% | 160,815 | $4.2M |
| LPL Financial LLC | 0.00% | Add +18.5% | 140,850 | $3.7M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -3.9% | 118,179 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.2% | 112,881 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.6% | 108,155 | $2.8M |
| Creative Financial Designs Inc. | 0.14% | Add +29.2% | 88,647 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +76.9% | 85,428 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +151.0% | 82,692 | $2.1M |
| OneAscent Financial Services LLC | 0.10% | Add +10.8% | 70,865 | $1.9M |
| SageOak Financial, LLC | 1.13% | Add +0.7% | 61,064 | $1.6M |
| First Heartland Consultants, Inc. | 0.11% | Add +3.9% | 56,237 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +2.9% | 47,416 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +7.5% | 47,415 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Add +3.3% | 46,255 | $1.2M |
| 49 Wealth Management, LLC | 0.07% | Reduce -61.2% | 33,224 | $870K |
| Values First Advisors, Inc. | 0.41% | Reduce -12.2% | 30,371 | $795K |
| Harvest Investment Services, LLC | 0.09% | Add +2.5% | 18,652 | $488K |
| Betterment LLC | 0.00% | Add +7.3% | 17,968 | $470K |
| Meriwether Wealth & Planning, LLC | 0.21% | Add +25.5% | 14,743 | $386K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -14.5% | 14,716 | $385K |
| Atria Investments, Inc | 0.00% | Add +3.2% | 12,546 | $328K |
| Foundations Investment Advisors, LLC | 0.00% | Add +44.4% | 11,609 | $304K |
| BAM Wealth Management, LLC | 0.20% | New | 10,469 | $274K |
| Security Financial Services, INC. | 0.04% | Add +7.6% | 9,016 | $236K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -45.5% | 7,987 | $209K |
| Osaic Holdings, Inc. | 0.00% | Add +32.6% | 3,754 | $98K |
| Royal Bank of Canada | 0.00% | Reduce -74.5% | 3,440 | $90K |
| LGT Financial Advisors LLC | 0.44% | Add +10.5% | 3,248 | $85K |
| Vanguard Advisers Inc. | 0.00% | — | 270 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 224 | $6K |
| Silver Oak Securities, Incorporated | 0.00% | New | 85 | $2K |
| GeoWealth Management, LLC | 0.00% | No change | 6 | $157 |
"% of holder's portfolio" is ESUM's weight in each manager's 13F, not the share of Eventide US Market ETF the manager owns.