Who Owns Eventide US Market ETF (ESUM)?Hedge Fund & Institutional Holders

$26.60+0.05 (+0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.0169142801374773e+130T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$26.09$26.53$26.96$27.40$27.84Sep 25Dec 25Mar 26

ESUM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.5M+$40.2M
Strategic Equity ManagementNew Position+530K+$14.3M
O'Connor Financial Group LLCNew Position+498K+$13.7M
MONEYWISE, INC.New Position+269K+$7.3M
PAX Financial Group, LLCNew Position+157K+$4.2M
Geneos Wealth Management Inc.New Position+123K+$3.3M
Sanctuary Advisors, LLCNew Position+73K+$1.9M
SageOak Financial, LLCNew Position+61K+$1.6M
Strategic Blueprint, LLCNew Position+45K+$1.2M
Merit Financial Group, LLCNew Position+44K+$1.2M
OneAscent Financial Services LLCNew Position+64K+$1.0M
Values First Advisors, Inc.New Position+35K+$927K
Harvest Investment Services, LLCNew Position+18K+$490K
Meriwether Wealth & Planning, LLCNew Position+12K+$316K
Security Financial Services, INC.New Position+8K+$225K

ESUM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CreativeOne Wealth, LLCDecreased-1.4M-$38.0B
GOLDMAN SACHS GROUP INCDecreased-7K-$537.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-13K-$362.6M
Orion Porfolio Solutions, LLCClosed Position-13K-$353.2M
JPMORGAN CHASE & COClosed Position-4K-$121.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,453,327$40.2M0.05%Share
2Strategic Equity Management530,298$14.3M4.84%Share
3O'Connor Financial Group LLC498,107$13.7M5.48%Share
4MONEYWISE, INC.269,235$7.3M3.02%Share
5Legacy Wealth Asset Management, LLC233,789$6.3M1.55%Share
6PAX Financial Group, LLC156,887$4.2M0.73%Share
7Geneos Wealth Management Inc.122,932$3.3M0.08%Share
8LPL Financial LLC118,836$3.0M0.00%Share
949 WEALTH MANAGEMENT, LLC85,645$2.3M0.19%Share
10Cambridge Investment Research Advisors, Inc.98,003$2.0M0.01%Share
11Kestra Advisory Services, LLC101,426$2.0M0.01%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV68,592$1.8M0.12%Share
13SageOak Financial, LLC60,634$1.6M1.18%Share
14Sanctuary Advisors, LLC58,031$1.5M0.01%Share
15First Heartland Consultants, Inc.54,106$1.5M0.11%Share
16Strategic Blueprint, LLC44,759$1.2M0.07%Share
17Merit Financial Group, LLC44,112$1.2M0.01%Share
18OneAscent Financial Services LLC63,969$1.0M0.09%Share
19IFP Advisors, Inc46,094$1.0M0.02%Share
20EverSource Wealth Advisors, LLC33,482$901K0.03%Share
21Harvest Investment Services, LLC18,197$490K0.09%Share
22TrueWealth Advisors, LLC17,216$463K0.12%Share
23Betterment LLC16,753$451K0.00%Share
24Sanctuary Advisors, LLC14,648$394K0.00%Share
25EverSource Wealth Advisors, LLC14,310$385K0.01%Share
26Values First Advisors, Inc.12,121$326K0.17%Share
27Meriwether Wealth & Planning, LLC11,750$316K0.18%Share
28Security Financial Services, INC.8,379$225K0.04%Share
29Values First Advisors, Inc.5,127$138K0.07%Share
30Values First Advisors, Inc.4,538$122K0.06%Share
31Values First Advisors, Inc.3,400$91K0.05%Share
32LGT Financial Advisors LLC2,940$79K0.48%Share
33Values First Advisors, Inc.2,707$72K0.04%Share
34Values First Advisors, Inc.2,371$63K0.03%Share
35Values First Advisors, Inc.2,281$61K0.03%Share
36Values First Advisors, Inc.1,209$32K0.02%Share
37Values First Advisors, Inc.614$16K0.01%Share
38EverSource Wealth Advisors, LLC509$13K0.00%Share
39AdvisorNet Financial, Inc224$6K0.00%Share
40Values First Advisors, Inc.231$6K0.00%Share
41Atria Investments, Inc12,161$00.00%Share
42FOUNDATIONS INVESTMENT ADVISORS, LLC8,039$00.00%Share
43CreativeOne Wealth, LLC27,390$00.00%Share
44CreativeOne Wealth, LLC9,642$00.00%Share
45GTS SECURITIES LLC24,072$00.00%Share
46JONES FINANCIAL COMPANIES LLLP32,940$00.00%Share
47ROYAL BANK OF CANADA13,462$00.00%Share
48GOLDMAN SACHS GROUP INC12,784$00.00%Share
49COMMONWEALTH EQUITY SERVICES, LLC11,207$00.00%Share
50OSAIC HOLDINGS, INC.2,830$00.00%Share

ESUM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$114.1M+16
Q3 202523$56.6B-5
Q2 202528$92.3B+12
Q1 202516$42.7B+12
Q4 20244$9.1B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold ESUM (Eventide US Market ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $40.2M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ESUM?

As of Q4 2025, 50 institutional investors report holding ESUM (Eventide US Market ETF) in their 13F filings.

Who is the largest institutional holder of ESUM?

The largest institutional holder of ESUM is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $40.2M in shares.

Is institutional ownership of ESUM increasing or decreasing?

This quarter, 15 institutions opened new positions in ESUM and 3 closed their positions.