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Disclosery

ESUM STRATEGY SHS

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EVENTIDE US MRKT (common)

39 managers (39 13F filers) reported a position in ESUM shares at 2026-06-30, 4,347,748 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
5
Added
22
Reduced
9
Sold out
4
Shares held by filers
4,347,748

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,154,392$35.2M0.06%+198,87413F-HRTimeline
Strategic Equity Management542,739$16.6M5.58%+18,31713F-HRTimeline
O'Connor Financial Group LLC496,003$15.2M5.37%-10413F-HRTimeline
MONEYWISE, INC.290,812$8.91M3.32%+13,29413F-HRTimeline
Legacy Wealth Asset Management, LLC261,253$8M1.76%+10,99813F-HRTimeline
PAX Financial Group, LLC163,445$5.01M0.74%+2,63013F-HRTimeline
Geneos Wealth Management Inc.160,507$4.92M0.1%+42,32813F-HRTimeline
LPL Financial LLC146,822$4.5M<0.01%+5,97213F-HRTimeline
Cambridge Investment Research Advisors,…118,985$3.65M0.01%+6,10413F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP121,045$3.64M<0.01%+38,35313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC110,958$3.4M0.01%+2,80313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV97,684$2.99M0.14%+9,03713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …76,144$2.33M0.11%+5,27913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…75,057$2.3M0.08%-10,37113F-HRTimelineGroup
SageOak Financial, LLC60,000$1.84M1.2%-1,06413F-HRTimeline
Merit Financial Group, LLC57,744$1.77M0.01%+10,32913F-HR/ATimeline
First Heartland Consultants, Inc.56,320$1.73M0.11%+8313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,276$1.54M0.03%-1,367,02013F-HRTimelineGroup
IFP Advisors, Inc47,733$1.46M0.03%+31713F-HRTimeline
Strategic Blueprint, LLC45,933$1.41M0.07%-32213F-HRTimeline
Values First Advisors, Inc.39,633$1.21M0.55%+9,26213F-HR/ATimeline
GTS SECURITIES LLC24,621$754K0.02%new13F-HRTimeline
Betterment LLC18,387$563K<0.01%+41913F-HRTimeline
Harvest Investment Services, LLC17,225$528K0.08%-1,42713F-HRTimeline
Meriwether Wealth & Planning, LLC14,579$447K0.22%-16413F-HRTimeline
Foundations Investment Advisors, LLC14,527$445K<0.01%+2,91813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,721$390K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,367$348K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc10,915$334K<0.01%-1,63113F-HRTimeline
BAM Wealth Management, LLC10,422$319K0.2%-4713F-HRTimeline
Security Financial Services, INC.9,749$299K0.04%+73313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,688$266K<0.01%+4,93413F-HRTimelineGroup
Sanctuary Advisors, LLC8,668$266K<0.01%+68113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,806$209K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC3,248$99.5K0.53%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,057$32.4K<0.01%+97213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…789$24.2K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC270$8.27K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc224$6.86K<0.01%013F-HRTimeline