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Disclosery

ESUM STRATEGY SHS

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EVENTIDE US MRKT (fund)

38 managers (38 13F filers) reported a position in ESUM shares at 2025-09-30, 3,971,759 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
11
Added
21
Reduced
4
Sold out
4
Shares held by filers
3,971,759

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,396,531$38M0.93%+4,37913F-HRTimelineGroup
O'Connor Financial Group LLC488,723$13.3M5.57%-4,79813F-HRTimeline
Strategic Equity Management487,546$13.3M4.91%+14,01413F-HRTimeline
MONEYWISE, INC.248,810$6.76M3.06%+26,44513F-HRTimeline
Legacy Wealth Asset Management, LLC228,344$6.21M1.51%+6,37413F-HRTimeline
PAX Financial Group, LLC169,962$4.62M0.83%+1,14313F-HRTimeline
Geneos Wealth Management Inc.99,583$2.71M0.07%+3,26113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC88,765$2.41M0.01%+19,90613F-HRTimelineGroup
Cambridge Investment Research Advisors,…69,259$1.88M0.01%+27,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,133$1.81M<0.01%+52,15413F-HRTimeline
SageOak Financial, LLC60,102$1.63M1.2%+2,87213F-HRTimeline
LPL Financial LLC49,789$1.35M<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48,237$1.31M0.05%+4,98213F-HRTimelineGroup
IFP Advisors, Inc45,970$1.25M0.03%+74713F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV43,275$1.18M0.08%+12,35713F-HRTimeline
Strategic Blueprint, LLC40,818$1.11M0.05%+6,19113F-HRTimeline
49 WEALTH MANAGEMENT, LLC39,578$1.08M0.1%+11,30913F-HRTimeline
Merit Financial Group, LLC38,891$1.06M0.01%new13F-HR/ATimeline
First Heartland Consultants, Inc.36,368$988K0.08%+37413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding32,412$881K-15,311Timeline
GTS SECURITIES LLC23,866$649K0.02%-13,43113F-HRTimeline
Sanctuary Advisors, LLC19,931$542K<0.01%-38,10013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,777$538K<0.01%new13F-HRTimelineGroup
Values First Advisors, Inc.18,687$508K0.27%+5,67113F-HRTimeline
TrueWealth Advisors, LLC16,716$454K0.12%new13F-HRTimeline
Betterment LLC16,385$445K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,339$363K<0.01%-39,84013F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,994$353K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,090$274K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,737$237K0.01%new13F-HRTimeline
Atria Investments, Inc8,413$229K<0.01%+31013F-HRTimeline
Foundations Investment Advisors, LLC7,638$208K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,716$182K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,450$121K<0.01%+4,44613F-HR/ATimelineGroup
LGT Financial Advisors LLC2,940$79.9K0.17%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,754$47.5K<0.01%+32713F-HRTimelineGroup
AdvisorNet Financial, Inc224$6.09K<0.01%013F-HRTimeline
GeoWealth Management, LLC6$163<0.01%013F-HRTimeline