Skip to content
Disclosery

ESUM STRATEGY SHS

Follow

EVENTIDE US MRKT (fund)

39 managers (39 13F filers) reported a position in ESUM shares at 2025-12-31, 4,387,032 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
4
Added
28
Reduced
4
Sold out
3
Shares held by filers
4,387,032

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…1,453,327$40.2M0.05%+1,387,19413F-HRTimeline
Strategic Equity Management530,298$14.3M4.84%+42,75213F-HRTimeline
O'Connor Financial Group LLC498,107$13.7M5.48%+9,38413F-HRTimeline
MONEYWISE, INC.269,235$7.25M3.02%+20,42513F-HRTimeline
Legacy Wealth Asset Management, LLC233,789$6.3M1.55%+5,44513F-HRTimeline
PAX Financial Group, LLC156,887$4.22M0.73%-13,07513F-HRTimeline
Geneos Wealth Management Inc.122,932$3.31M0.08%+23,34913F-HRTimeline
LPL Financial LLC118,836$3.2M<0.01%+69,04713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC101,426$2.73M0.01%+12,66113F-HRTimelineGroup
Cambridge Investment Research Advisors,…98,003$2.64M0.01%+28,74413F-HRTimeline
49 WEALTH MANAGEMENT, LLC85,645$2.31M0.19%+46,06713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV68,592$1.85M0.12%+25,31713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …63,969$1.72M0.16%+31,55713F-HRTimelineGroup
SageOak Financial, LLC60,634$1.63M1.18%+53213F-HRTimeline
First Heartland Consultants, Inc.54,106$1.46M0.11%+17,73813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48,301$1.3M0.05%+6413F-HRTimelineGroup
IFP Advisors, Inc46,094$1.24M0.03%+12413F-HRTimeline
Strategic Blueprint, LLC44,759$1.21M0.07%+3,94113F-HRTimeline
Merit Financial Group, LLC44,112$1.19M0.01%+5,22113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,032$997K0.02%-1,359,49913F-HRTimelineGroup
Values First Advisors, Inc.34,599$932K0.48%+15,91213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,940$887K<0.01%+26,22413F-HRTimelineGroup
GTS SECURITIES LLC24,072$648K0.02%+20613F-HRTimeline
Harvest Investment Services, LLC18,197$490K0.09%new13F-HRTimeline
TrueWealth Advisors, LLC17,216$464K0.12%+50013F-HRTimeline
Betterment LLC16,753$451K<0.01%+36813F-HRTimeline
Sanctuary Advisors, LLC14,648$394K<0.01%-5,28313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,462$363K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,784$344K<0.01%-6,99313F-HR/ATimelineGroup
Atria Investments, Inc12,161$327K<0.01%+3,74813F-HRTimeline
Meriwether Wealth & Planning, LLC11,750$316K0.18%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,207$302K<0.01%+1,11713F-HRTimeline
CENTAURUS FINANCIAL, INC.8,741$235K0.01%+413F-HRTimeline
Security Financial Services, INC.8,379$226K0.04%new13F-HRTimeline
Foundations Investment Advisors, LLC8,039$216K<0.01%+40113F-HRTimeline
LGT Financial Advisors LLC2,940$79.2K0.48%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,830$76.3K<0.01%+1,07613F-HRTimelineGroup
AdvisorNet Financial, Inc224$6.03K<0.01%013F-HRTimeline
GeoWealth Management, LLC6$162<0.01%013F-HRTimeline