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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 2026-03-31, 5,340,343 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
24
Reduced
9
Sold out
4
Shares held by filers
5,340,343

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,417,296$37.1M0.86%+1,380,26413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…955,518$25.3M0.06%-497,80913F-HRTimeline
Strategic Equity Management524,422$13.7M5.16%-5,87613F-HRTimeline
O'Connor Financial Group LLC496,107$13M5.31%-2,00013F-HRTimeline
MONEYWISE, INC.277,518$7.27M3.17%+8,28313F-HRTimeline
Legacy Wealth Asset Management, LLC250,255$6.55M1.59%+16,46613F-HRTimeline
PAX Financial Group, LLC160,815$4.21M0.72%+3,92813F-HRTimeline
LPL Financial LLC140,850$3.69M<0.01%+22,01413F-HRTimeline
Geneos Wealth Management Inc.118,179$3.09M0.07%-4,75313F-HRTimeline
Cambridge Investment Research Advisors,…112,881$2.96M0.01%+14,87813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC108,155$2.83M0.01%+6,72913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV88,647$2.32M0.14%+20,05513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…85,428$2.24M0.07%+37,12713F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,692$2.13M<0.01%+49,75213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …70,865$1.86M0.1%+6,89613F-HRTimelineGroup
SageOak Financial, LLC61,064$1.6M1.13%+43013F-HRTimeline
First Heartland Consultants, Inc.56,237$1.47M0.11%+2,13113F-HRTimeline
IFP Advisors, Inc47,416$1.24M0.03%+1,32213F-HRTimeline
Merit Financial Group, LLC47,415$1.24M0.01%+3,30313F-HRTimeline
Strategic Blueprint, LLC46,255$1.21M0.07%+1,49613F-HRTimeline
49 WEALTH MANAGEMENT, LLC33,224$870K0.07%-52,42113F-HRTimeline
Values First Advisors, Inc.30,371$795K0.41%-4,22813F-HRTimeline
Harvest Investment Services, LLC18,652$488K0.09%+45513F-HRTimeline
Betterment LLC17,968$470K<0.01%+1,21513F-HRTimeline
Meriwether Wealth & Planning, LLC14,743$386K0.21%+2,99313F-HRTimeline
TrueWealth Advisors, LLC14,716$385K0.1%-2,50013F-HRTimeline
Atria Investments, Inc12,546$328K<0.01%+38513F-HRTimeline
Foundations Investment Advisors, LLC11,609$304K<0.01%+3,57013F-HRTimeline
BAM Wealth Management, LLC10,469$274K0.2%new13F-HRTimeline
Security Financial Services, INC.9,016$236K0.04%+63713F-HRTimeline
Sanctuary Advisors, LLC7,987$209K<0.01%-6,66113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,754$98.4K<0.01%+92413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,440$90K<0.01%-10,02213F-HRTimelineGroup
LGT Financial Advisors LLC3,248$85K0.44%+30813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC270$7.07K<0.01%13F-HRTimelineGroup
AdvisorNet Financial, Inc224$5.86K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED85$2.23K<0.01%new13F-HRTimeline
GeoWealth Management, LLC6$157<0.01%013F-HRTimeline