Eventide US Market ETF (ESUM) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for ESUM. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Wealth Enhancement Advisory Services | 1,154,392 | $35M | INCREASED |
| Strategic Equity Management | 542,739 | $17M | INCREASED |
| O'Connor Financial Group | 496,003 | $15M | DECREASED |
| Moneywise | 290,812 | $9M | INCREASED |
| Legacy Wealth Asset Management | 261,253 | $8M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Eventide US Market ETF on SentiSense.