Who owns ESUM?
Eventide US Market ETF · Eventide
39 institutions reported holding ESUM, worth $136.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ESUM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $35.2M | 1,154,392 | +198,874 shares |
| Strategic Equity Management | Tucson, AZ | $16.6M | 542,739 | +18,317 shares |
| O'Connor Financial Group LLC | Quincy, IL | $15.2M | 496,003 | −104 shares |
| Moneywise, Inc. | Forest, VA | $8.9M | 290,812 | +13,294 shares |
| Legacy Wealth Asset Management, LLC | Woodbury, MN | $8.0M | 261,253 | +10,998 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $7.3M | 237,970 | +125,089 shares |
| PAX Financial Group, LLC | San Antonio, TX | $5.0M | 163,445 | +2,630 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $4.9M | 160,507 | +42,328 shares |
| LPL Financial LLC | Fort Mill, SC | $4.5M | 146,822 | +5,972 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $3.6M | 121,045 | +38,353 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 ESUM?
39 institutional managers reported holding ESUM in Form 13F filings for June 30, 2026, worth $136.6M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $35.2M.
Did institutions buy or sell ESUM last quarter?
Reported 13F value fell 2.4% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 4 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 ESUM 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.