Who Owns ESUM?
Eventide US Market ETF — Institutional Ownership & 13F Holdings
$28.18
-0.26 (-0.92%)
Market Cap
$127.8M
Shares Outstanding
4,690,051
Institutional Holders
16
Total Inst. Value
$38.1M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $31.0M | 1,314,320 |
| 2 | Strategic Equity Management | $1.5M | 64,169 |
| 3 | MONEYWISE, INC. | $1.4M | 59,427 |
| 4 | EverSource Wealth Advisors, LLC | $987K | 41,812 |
| 5 | 49 WEALTH MANAGEMENT, LLC | $560K | 23,711 |
| 6 | O'Connor Financial Group LLC | $448K | 18,983 |
| 7 | JANE STREET GROUP, LLC | $438K | 18,552 |
| 8 | Cambridge Investment Research Advisors, Inc. | $408K | 17,286 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $327K | 13,849 |
| 10 | RFG Advisory, LLC | $302K | 12,800 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CreativeOne Wealth, LLC | +980K | $31.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -1K | $438K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold ESUM?
As of Q1 2025, 16 institutional investors report holding ESUM (Eventide US Market ETF) in their 13F filings.
Which hedge fund owns the most ESUM?
The largest institutional holder of ESUM is CreativeOne Wealth, LLC with $31.0M in shares.
Are institutions buying or selling ESUM?
This quarter, 14 institutions opened new positions in ESUM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.