13F Insight
DOSSIER · 13F Holders · Q2 2026
ESUM

EVENTIDE US MARKET ETF

41 institutions still hold EVENTIDE US MARKET ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R787·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$126M
visible holders
Holders
41
filers reporting
Concentration
28.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported ESUM in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 28.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$35M1.2M0.06%Q2 202602
Strategic Equity Management
CIK 0001843578
$17M543K5.58%Q2 202603
O'Connor Financial Group LLC
CIK 0001973783
$15M496K5.37%Q2 202604
MONEYWISE, INC.
CIK 0001703080
$9M291K3.32%Q2 202605
Legacy Wealth Asset Management, LLC
CIK 0001846151
$8M261K1.76%Q2 202606
PAX Financial Group, LLC
CIK 0001803673
$5M163K0.74%Q2 202607
Geneos Wealth Management Inc.
CIK 0001764754
$5M161K0.10%Q2 202608
LPL Financial LLC
CIK 0001403438
$4M147K0.00%Q2 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M121K0.00%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$3M111K0.01%Q2 202611
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3M98K0.14%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M113K0.01%Q1 202613
OneAscent Financial Services LLC
CIK 0001780985
$2M76K0.11%Q2 202614
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M75K0.08%Q2 202615
SageOak Financial, LLC
CIK 0002055829
$2M60K1.20%Q2 202616
Merit Financial Group, LLC
CIK 0001621225
$2M58K0.01%Q2 202617
First Heartland Consultants, Inc.
CIK 0001428793
$2M56K0.11%Q2 202618
CreativeOne Wealth, LLC
CIK 0001739728
$2M50K0.03%Q2 202619
IFP Advisors, Inc
CIK 0001641866
$1M48K0.03%Q2 202620
Strategic Blueprint, LLC
CIK 0001767821
$1M46K0.07%Q2 2026
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