13F Insight
DOSSIER · 13F Holders · Q3 2026
ESUM

EVENTIDE US MARKET ETF

44 institutions still hold EVENTIDE US MARKET ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R787·44 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$135M
visible holders
Holders
44
filers reporting
Concentration
30.57%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

44 institutions reported ESUM in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 30.6% 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
$41M1.3M0.06%Q3 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
$8M266K1.76%Q3 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
Blue Trust, Inc.
CIK 0001856022
$3M113K0.04%Q3 202611
Kestra Advisory Services, LLC
CIK 0001830819
$3M111K0.01%Q2 202612
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3M98K0.14%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M113K0.01%Q1 202614
OneAscent Financial Services LLC
CIK 0001780985
$2M76K0.11%Q2 202615
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M75K0.08%Q2 202616
Values First Advisors, Inc.
CIK 0001913608
$2M75K1.06%Q3 202617
SageOak Financial, LLC
CIK 0002055829
$2M64K1.26%Q3 202618
Merit Financial Group, LLC
CIK 0001621225
$2M58K0.01%Q2 202619
First Heartland Consultants, Inc.
CIK 0001428793
$2M55K0.11%Q3 202620
CreativeOne Wealth, LLC
CIK 0001739728
$2M50K0.03%Q2 2026
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