ESUM Institutional Ownership & Shareholders
EVENTIDE US MARKET ETF (ESUM) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $130.78M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of ESUM tracked by InsiderSet, reporting ownership valued at approximately $41.12M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.88M, representing an estimated loss of -0.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed ESUM value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Strategic Equity Management, O'Connor Financial Group Llc, and several other long-term asset managers with concentrated positions in EVENTIDE US MARKET ETF (ESUM).
This page ranks the largest institutional ESUM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$130.78M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$41.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.06% | 1,334,975 | $41,122,181 | $40,876,935 | -$245,247 | -0.60% | |
| Strategic Equity Management | 5.58% | 542,739 | $16,626,804 | $16,618,668 | -$8,136 | -0.05% | |
| O'Connor Financial Group Llc | 5.37% | 500,514 | $15,140,548 | $15,325,739 | +$185,191 | +1.22% | |
| Legacy Wealth Asset Management, Llc | 1.76% | 265,725 | $8,038,181 | $8,136,500 | +$98,319 | +1.22% | |
| Pax Financial Group, Llc | 0.74% | 163,445 | $5,007,134 | $5,004,686 | -$2,448 | -0.05% | |
| Geneos Wealth Management Inc. | 0.10% | 160,507 | $4,917,925 | $4,914,724 | -$3,201 | -0.07% | |
| Lpl Financial Llc | 0.00% | 146,822 | $4,497,901 | $4,495,690 | -$2,211 | -0.05% | |
| Kestra Advisory Services, Llc | 0.01% | 136,012 | $4,114,372 | $4,164,687 | +$50,315 | +1.22% | |
| Jones Financial Companies Lllp | 0.00% | 121,045 | $3,637,402 | $3,706,398 | +$68,996 | +1.90% | |
| Blue Trust, Inc. | 0.04% | 112,911 | $3,415,555 | $3,457,335 | +$41,780 | +1.22% | |
| Creative Financial Designs Inc | 0.14% | 97,684 | $2,992,537 | $2,991,084 | -$1,453 | -0.05% | |
| Oneascent Financial Services Llc | 0.11% | 76,144 | $2,332,660 | $2,331,529 | -$1,131 | -0.05% | |
| Values First Advisors, Inc. | 1.06% | 74,658 | $2,258,408 | $2,286,028 | +$27,620 | +1.22% | |
| Sageoak Financial, Llc | 1.26% | 64,010 | $1,936,297 | $1,959,986 | +$23,689 | +1.22% | |
| Merit Financial Group, Llc | 0.01% | 57,744 | $1,768,990 | $1,768,121 | -$869 | -0.05% | |
| First Heartland Consultants, Inc. | 0.11% | 55,097 | $1,666,684 | $1,687,070 | +$20,386 | +1.22% | |
| Creativeone Wealth, Llc | 0.03% | 50,276 | $1,540,205 | $1,539,451 | -$754 | -0.05% | |
| Strategic Blueprint, Llc | 0.07% | 50,506 | $1,527,807 | $1,546,494 | +$18,687 | +1.22% | |
| Ifp Advisors, Inc | 0.02% | 30,741 | $929,915 | $941,289 | +$11,374 | +1.22% | |
| Moneywise, Inc. | 0.80% | 27,710 | $838,235 | $848,480 | +$10,245 | +1.22% | |
| Gts Securities Llc | 0.02% | 24,621 | $754,264 | $753,895 | -$369 | -0.05% | |
| Atria Investments, Inc | 0.01% | 19,864 | $600,886 | $608,236 | +$7,350 | +1.22% | |
| Betterment Llc | 0.00% | 18,387 | $563,000 | $563,010 | +$10 | +0.00% | |
| Xy Planning Network, Inc. | 0.06% | 18,016 | $544,984 | $551,650 | +$6,666 | +1.22% | |
| Harvest Investment Services, Llc | 0.08% | 17,225 | $527,688 | $527,430 | -$259 | -0.05% | |
| Meriwether Wealth & Planning, Llc | 0.22% | 16,025 | $484,756 | $490,686 | +$5,930 | +1.22% | |
| Foundations Investment Advisors, Llc | 0.00% | 14,527 | $445,035 | $444,817 | -$218 | -0.05% | |
| Raymond James Financial Inc | 0.00% | 12,721 | $389,708 | $389,517 | -$191 | -0.05% | |
| Security Financial Services, Inc. | 0.05% | 11,544 | $349,201 | $353,477 | +$4,276 | +1.22% | |
| Citadel Advisors Llc | 0.00% | 11,367 | $348,228 | $348,058 | -$170 | -0.05% | |
| Bam Wealth Management, Llc | 0.16% | 9,595 | $290,249 | $293,799 | +$3,550 | +1.22% | |
| Clarity Asset Management, Inc. | 0.13% | 8,813 | $266,593 | $269,854 | +$3,261 | +1.22% | |
| Osaic Holdings, Inc. | 0.00% | 8,688 | $266,340 | $266,027 | -$313 | -0.12% | |
| Sanctuary Advisors, Llc | 0.00% | 8,668 | $265,544 | $265,414 | -$130 | -0.05% | |
| Equitable Holdings, Inc. | 0.00% | 6,806 | $208,506 | $208,400 | -$106 | -0.05% | |
| Lgt Financial Advisors Llc | 0.53% | 3,248 | $99,502 | $99,454 | -$48 | -0.05% | |
| Silver Oak Securities, Incorporated | 0.00% | 1,057 | $32,381 | $32,365 | -$16 | -0.05% | |
| Ameritas Advisory Services, Llc | 0.00% | 789 | $24,161 | $24,159 | -$2 | -0.01% | |
| Vanguard Advisers Inc | 0.00% | 270 | $8,271 | $8,267 | -$4 | -0.04% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 128,438 | $3,885 | $3,932,772 | +$3,928,887 | +101129.64% | |
| Assetmark, Inc | 0.00% | 7 | $212 | $214 | +$2 | +1.10% |
Frequently asked questions about ESUM
Who are the largest institutional holders of ESUM?
The largest institutional holders of ESUM reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Strategic Equity Management, O'Connor Financial Group Llc, Legacy Wealth Asset Management, Llc, and Pax Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported ESUM position.
What is ESUM institutional ownership?
This page tracks ESUM positions reported by institutional investment managers through SEC Form 13F. EVENTIDE US MARKET ETF (ESUM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESUM?
InsiderSet currently tracks 41 institutional managers reporting ESUM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESUM shareholders.
How much ESUM stock do institutions own?
Institutional investment managers disclosed approximately $130.78M in ESUM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESUM institutional ownership last updated?
The latest ESUM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESUM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESUM position after the reporting date.
Are institutions buying or selling ESUM?
Institutional buying and selling can be analyzed by comparing ESUM positions across consecutive 13F reporting periods. InsiderSet's ESUM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESUM ownership changes.
How has ESUM institutional ownership changed over time?
InsiderSet tracks ESUM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.