EVENTIDE US MARKET ETF (ESUM) Institutional Ownership Changes & 13F Activity

EVENTIDE US MARKET ETF (ESUM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creativeone Wealth, Llc, Eversource Wealth Advisors, Llc, 49 Wealth Management, Llc, Jones Financial Companies Lllp, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Creativeone Wealth, LlcBuy+1,380,264+3727.2%1,417,296$37.10MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+49,752+151.0%82,692$2.13MQ1 2026May 15, 2026
Royal Bank Of CanadaSell-10,022-74.4%3,440$90.00KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+924+32.7%3,754$98.37KQ1 2026May 15, 2026
Harvest Investment Services, LlcBuy+455+2.5%18,652$488.31KQ1 2026May 15, 2026
Eversource Wealth Advisors, LlcBuy+932,075+1929.7%980,376$30.40MQ1 2026May 14, 2026
Betterment LlcBuy+1,215+7.3%17,968$470.00KQ1 2026May 14, 2026
49 Wealth Management, LlcSell-52,421-61.2%33,224$869.79KQ1 2026May 13, 2026
Foundations Investment Advisors, LlcBuy+3,570+44.4%11,609$303.92KQ1 2026May 11, 2026
Sageoak Financial, LlcBuy+430+0.7%61,064$1.60MQ1 2026May 11, 2026
Vanguard Advisers IncBuy+270—270$7.07KQ1 2026May 08, 2026
Lpl Financial LlcBuy+22,014+18.5%140,850$3.69MQ1 2026May 06, 2026
Sanctuary Advisors, LlcSell-6,661-45.5%7,987$209.10KQ1 2026May 05, 2026
Geneos Wealth Management Inc.Sell-4,753-3.9%118,179$3.09MQ1 2026May 05, 2026
Atria Investments, IncBuy+385+3.2%12,546$328.45KQ1 2026May 05, 2026
Cambridge Investment Research Advisors, Inc.Buy+14,878+15.2%112,881$2.96MQ1 2026Apr 30, 2026
Kestra Advisory Services, LlcBuy+6,729+6.6%108,155$2.83MQ1 2026Apr 30, 2026
Strategic Blueprint, LlcBuy+1,496+3.3%46,255$1.21MQ1 2026Apr 29, 2026
Lgt Financial Advisors LlcBuy+308+10.5%3,248$85.03KQ1 2026Apr 28, 2026
Moneywise, Inc.Buy+8,283+3.1%277,518$7.27MQ1 2026Apr 27, 2026
Pax Financial Group, LlcBuy+3,928+2.5%160,815$4.21MQ1 2026Apr 27, 2026
O'Connor Financial Group LlcSell-2,000-0.4%496,107$12.99MQ1 2026Apr 23, 2026
Oneascent Financial Services LlcBuy+6,896+10.8%70,865$1.86MQ1 2026Apr 21, 2026
Strategic Equity ManagementSell-5,876-1.1%524,422$13.73MQ1 2026Apr 21, 2026
Silver Oak Securities, IncorporatedBuy+85—85$2.23KQ1 2026Apr 20, 2026
Bam Wealth Management, LlcBuy+10,469—10,469$274.08KQ1 2026Apr 17, 2026
Values First Advisors, Inc.Sell-4,228-12.2%30,371$795.12KQ1 2026Apr 17, 2026
Merit Financial Group, LlcBuy+3,303+7.5%47,415$1.24MQ1 2026Apr 15, 2026
Creative Financial Designs IncBuy+20,055+29.2%88,647$2.32MQ1 2026Apr 13, 2026
Ifp Advisors, IncBuy+1,322+2.9%47,416$1.24MQ1 2026Apr 13, 2026
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Frequently asked questions about ESUM activity

  • Which institutional owners are buying ESUM?

    Institutional owners buying ESUM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ESUM activity?

    "Buy" means an investor increased their reported position in ESUM compared to the prior reporting period. This reflects growing exposure to EVENTIDE US MARKET ETF (ESUM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ESUM increasing?

    Institutional interest in ESUM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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