Eventide US Market ETF (ESUM)
ETF ยท NYSE Arca
Eventide US Market ETF (ESUM) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 17, 2024.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- December 17, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 39 institutions reported holding ESUM, with 4.3 million shares worth $133.0 million in aggregate. The largest reported holder was Wealth Enhancement Advisory Services, with 1.2 million shares worth $35.2 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Wealth Enhancement Advisory Services | 1,154,392 | $35M | Added 20.81% |
| Strategic Equity Management | 542,739 | $17M | Added 3.49% |
| O'Connor Financial Group | 496,003 | $15M | Reduced 0.02% |
| Moneywise | 290,812 | $9M | Added 4.79% |
| Legacy Wealth Asset Management | 261,253 | $8M | Added 4.39% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is ESUM?
Eventide US Market ETF (ESUM) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 17, 2024.
Who are the largest institutional holders of ESUM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of ESUM were Wealth Enhancement Advisory Services, Strategic Equity Management and O'Connor Financial Group.
How many institutions own ESUM?
39 institutions reported a position in ESUM for the quarter ended June 30, 2026, worth $133.0 million in total.
Did institutions buy or sell ESUM last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for ESUM.
Every reported institutional holder, plus insider and congressional trades in ESUM, on SentiSense.