Who owns Eventide US Market ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ESUM from SEC Form 13F filings across 39 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, 39 institutions disclosed 4.3M shares of Eventide US Market ETF worth $133.0M — about 74.3% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$133.0M
value, 2026 filers
74.3%
of shares outstanding (4.3M sh)
5
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 | Strategic Equity Management | 542,739 | $16.6M | 5.6% | 9.3% | +3.5% |
| 3 | O'Connor Financial Group LLC | 496,003 | $15.2M | 5.4% | 8.5% | 0.0% |
| 4 | MONEYWISE, INC. | 290,812 | $8.9M | 3.3% | 5% | +4.8% |
| 5 | Legacy Wealth Asset Management, LLC | 261,253 | $8.0M | 1.8% | 4.5% | +4.4% |
| 6 | PAX Financial Group, LLC | 163,445 | $5.0M | 0.7% | 2.8% | +1.6% |
| 7 | Geneos Wealth Management Inc. | 160,507 | $4.9M | 0.1% | 2.7% | +35.8% |
| 8 | LPL Financial LLC | 146,822 | $4.5M | 0.0% | 2.5% | +4.2% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 121,045 | $3.6M | 0.0% | 2.1% | +46.4% |
| 10 | Cambridge Investment Research Advisors, Inc. | 118,985 | $3.6M | 0.0% | 2% | +5.4% |
| 11 | Kestra Advisory Services, LLC | 110,958 | $3.4M | 0.0% | 1.9% | +2.6% |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | 97,684 | $3.0M | 0.1% | 1.7% | +10.2% |
| 13 | OneAscent Financial Services LLC | 76,144 | $2.3M | 0.1% | 1.3% | +7.4% |
| 14 | EverSource Wealth Advisors, LLC | 75,057 | $2.3M | 0.1% | 1.3% | -12.1% |
| 15 | SageOak Financial, LLC | 60,000 | $1.8M | 1.2% | 1% | -1.7% |
| 16 | Merit Financial Group, LLC | 57,744 | $1.8M | 0.0% | 1% | +21.8% |
| 17 | First Heartland Consultants, Inc. | 56,320 | $1.7M | 0.1% | 1% | +0.1% |
| 18 | CreativeOne Wealth, LLC | 50,276 | $1.5M | 0.0% | 0.9% | -96.5% |
| 19 | IFP Advisors, Inc | 47,733 | $1.5M | 0.0% | 0.8% | +0.7% |
| 20 | Strategic Blueprint, LLC | 45,933 | $1.4M | 0.1% | 0.8% | -0.7% |
| 21 | Values First Advisors, Inc. | 39,633 | $1.2M | 0.6% | 0.7% | +30.5% |
| 22 | GTS SECURITIES LLCNEW | 24,621 | $754,264 | 0.0% | 0.4% | new |
| 23 | Betterment LLC | 18,387 | $563,000 | 0.0% | 0.3% | +2.3% |
| 24 | Harvest Investment Services, LLC | 17,225 | $527,688 | 0.1% | 0.3% | -7.7% |
| 25 | Meriwether Wealth & Planning, LLC | 14,579 | $446,628 | 0.2% | 0.2% | -1.1% |
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. Research, not investment advice.