Who owns ESIM?
Eventide International ETF · Eventide
13 institutions reported holding ESIM, worth $7.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ESIM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| PAX Financial Group, LLC | San Antonio, TX | $2.7M | 89,839 | +614 shares |
| Jane Street Group, LLC | New York, NY | $2.0M | 67,592 | −137,135 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $750K | 25,185 | −10,169 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $527K | 17,687 | +12,532 shares |
| Citadel Advisors LLC | Miami, FL | $490K | 16,448 | −2,069 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $414K | 13,908 | +4,893 shares |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | $403K | 13,535 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $279K | 9,350 | +9,180 shares |
| Values First Advisors, Inc. | Johnson City, TN | $155K | 5,207 | New position |
| IFP Advisors, Inc | Tampa, FL | $116K | 3,898 | +190 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ESIM?
13 institutional managers reported holding ESIM in Form 13F filings for June 30, 2026, worth $7.9M in total. The largest reported position was held by PAX Financial Group, LLC, at $2.7M.
Did institutions buy or sell ESIM last quarter?
Reported 13F value fell 30.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ESIM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.