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

EVENTIDE US MARKET ETF

39 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 86280R787·39 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$152M
visible holders
Holders
39
filers reporting
Concentration
24.45%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported ESUM in Q1 2026. CreativeOne Wealth, LLC leads at 24.4% of the visible book.

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
$35M1.2M0.06%Q2 202603
O'Connor Financial Group LLC
CIK 0001973783
$15M496K5.37%Q2 202604
Strategic Equity Management
CIK 0001843578
$14M524K5.16%Q1 202605
MONEYWISE, INC.
CIK 0001703080
$9M291K3.32%Q2 202606
Legacy Wealth Asset Management, LLC
CIK 0001846151
$8M261K1.76%Q2 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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M113K0.01%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$3M108K0.01%Q1 202612
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$2M89K0.14%Q1 202613
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M75K0.08%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M83K0.00%Q1 202615
OneAscent Financial Services LLC
CIK 0001780985
$2M71K0.10%Q1 202616
SageOak Financial, LLC
CIK 0002055829
$2M60K1.20%Q2 202617
Merit Financial Group, LLC
CIK 0001621225
$2M58K0.01%Q2 202618
First Heartland Consultants, Inc.
CIK 0001428793
$2M56K0.11%Q2 202619
IFP Advisors, Inc
CIK 0001641866
$1M48K0.03%Q2 202620
Strategic Blueprint, LLC
CIK 0001767821
$1M46K0.07%Q2 2026
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