Who owns Eventide US Market ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of ESUM from SEC Form 13F filings across 26 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 26 institutions disclosed 2.5M shares of Eventide US Market ETF worth $67.9M — about 42.3% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$67.9M
value, 2026 filers
42.3%
of shares outstanding (2.5M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ESUM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.2M | $35.2M | 0.1% | 19.7% | +20.8% |
| 2 | Cambridge Investment Research Advisors, Inc. | 237,970 | $7,290 | 0.0% | 4.1% | +110.8% |
| 3 | LPL Financial LLC | 146,822 | $4.5M | 0.0% | 2.5% | +4.2% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 121,045 | $3.6M | 0.0% | 2.1% | +46.4% |
| 5 | Merit Financial Group, LLC | 115,488 | $3.5M | 0.0% | 2% | +143.6% |
| 6 | Kestra Advisory Services, LLC | 110,958 | $3.4M | 0.0% | 1.9% | +2.6% |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | 97,684 | $3.0M | 0.1% | 1.7% | +10.2% |
| 8 | OneAscent Financial Services LLC | 76,144 | $2.3M | 0.1% | 1.3% | +7.4% |
| 9 | EverSource Wealth Advisors, LLC | 75,057 | $2.3M | 0.1% | 1.3% | -93.0% |
| 10 | Values First Advisors, Inc. | 71,728 | $2.4M | 1.1% | 1.2% | +136.2% |
| 11 | First Heartland Consultants, Inc. | 56,320 | $1.7M | 0.1% | 1% | +0.1% |
| 12 | IFP Advisors, Inc | 47,733 | $1.5M | 0.0% | 0.8% | +0.7% |
| 13 | Strategic Blueprint, LLC | 45,933 | $1.4M | 0.1% | 0.8% | -0.7% |
| 14 | GTS SECURITIES LLCNEW | 24,621 | $754,264 | 0.0% | 0.4% | new |
| 15 | Betterment LLC | 18,387 | $563 | 0.0% | 0.3% | +2.3% |
| 16 | Foundations Investment Advisors, LLC | 14,527 | $445,035 | 0.0% | 0.2% | +25.1% |
| 17 | RAYMOND JAMES FINANCIAL INCNEW | 12,721 | $389,708 | 0.0% | 0.2% | new |
| 18 | CITADEL ADVISORS LLCNEW | 11,367 | $348,228 | 0.0% | 0.2% | new |
| 19 | Atria Investments, Inc | 10,915 | $334,381 | 0.0% | 0.2% | -13.0% |
| 20 | OSAIC HOLDINGS, INC. | 8,688 | $266,340 | 0.0% | 0.1% | +131.4% |
| 21 | Sanctuary Advisors, LLC | 8,668 | $265,544 | 0.0% | 0.1% | +8.5% |
| 22 | LGT Financial Advisors LLC | 3,248 | $99,502 | 0.5% | 0.1% | 0.0% |
| 23 | SILVER OAK SECURITIES, INCORPORATED | 1,057 | $32,381 | 0.0% | 0% | +1143.5% |
| 24 | Ameritas Advisory Services, LLCNEW | 789 | $24,161 | 0.0% | 0% | new |
| 25 | VANGUARD ADVISERS INC | 270 | $8,271 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.