Who Owns EVENTIDE US MARKET ETF (ESUM)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $133.0M of EVENTIDE US MARKET ETF (ESUM) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($35.2M), Strategic Equity Management ($16.6M), O'Connor Financial Group LLC ($15.2M), MONEYWISE, INC. ($8.9M), Legacy Wealth Asset Management, LLC ($8.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$35.2M1.2MAdded
2Strategic Equity Management$16.6M542,739Added
3O'Connor Financial Group LLC$15.2M496,003Trimmed
4MONEYWISE, INC.$8.9M290,812Added
5Legacy Wealth Asset Management, LLC$8.0M261,253Added
6PAX Financial Group, LLC$5.0M163,445Added
7Geneos Wealth Management Inc.$4.9M160,507Added
8LPL Financial LLC$4.5M146,822Added
9Cambridge Investment Research Advisors, Inc.$3.6M118,985Added
10JONES FINANCIAL COMPANIES LLLP$3.6M121,045Added
11Kestra Advisory Services, LLC$3.4M110,958Added
12CREATIVE FINANCIAL DESIGNS INC /ADV$3.0M97,684Added
13OneAscent Financial Services LLC$2.3M76,144Added
14EverSource Wealth Advisors, LLC$2.3M75,057Trimmed
15SageOak Financial, LLC$1.8M60,000Trimmed
16Merit Financial Group, LLC$1.8M57,744Added
17First Heartland Consultants, Inc.$1.7M56,320Added
18CreativeOne Wealth, LLC$1.5M50,276Trimmed
19IFP Advisors, Inc$1.5M47,733Added
20Strategic Blueprint, LLC$1.4M45,933Trimmed
21Values First Advisors, Inc.$1.2M39,633Added
22GTS SECURITIES LLC$754,26424,621New
23Betterment LLC$563,00018,387Added
24Harvest Investment Services, LLC$527,68817,225Trimmed
25Meriwether Wealth & Planning, LLC$446,62814,579Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30