13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
ESUM

EVENTIDE US MARKET ETF

40 institutions still hold EVENTIDE US MARKET ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R787·40 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.0%
vs prior quarter
13F value held
$133M
70.0% inst. owned
of float
Holders
40
+36 QoQ
filers reporting
Activity
+37 / −105
+978 added · −912 reduced
this quarter
Concentration
27.92%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported ESUM in Q1 2026. CreativeOne Wealth, LLC leads at 27.9% of the visible book. +36 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CreativeOne Wealth, LLC
CIK 0001739728
$37M1.4M0.86%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$25M956K0.05%Q1 202603
Strategic Equity Management
CIK 0001843578
$14M524K5.16%Q1 202604
O'Connor Financial Group LLC
CIK 0001973783
$13M496K5.31%Q1 202605
MONEYWISE, INC.
CIK 0001703080
$7M278K3.17%Q1 202606
Legacy Wealth Asset Management, LLC
CIK 0001846151
$7M250K1.59%Q1 202607
PAX Financial Group, LLC
CIK 0001803673
$4M161K0.72%Q1 202608
LPL Financial LLC
CIK 0001403438
$4M141K0.00%Q1 202609
Geneos Wealth Management Inc.
CIK 0001764754
$3M118K0.07%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$3M108K0.01%Q1 202611
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$2M89K0.14%Q1 202612
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M85K0.07%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M83K0.00%Q1 202614
OneAscent Financial Services LLC
CIK 0001780985
$2M71K0.10%Q1 202615
SageOak Financial, LLC
CIK 0002055829
$2M61K1.12%Q1 202616
First Heartland Consultants, Inc.
CIK 0001428793
$1M56K0.11%Q1 202617
IFP Advisors, Inc
CIK 0001641866
$1M47K0.03%Q1 202618
Merit Financial Group, LLC
CIK 0001621225
$1M47K0.01%Q1 202619
Strategic Blueprint, LLC
CIK 0001767821
$1M46K0.07%Q1 202620
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$869,79333K0.07%Q1 2026
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