ESUM Institutional Ownership
Eventide US Market ETF
1W: +0.4%
1M: +0.2%
3M: +0.5%
YTD: +13.0%
1Y: +12.2%
$30.61
+0.15 (+0.49%)
Weekly Expected Move ±1.4%
$30
$30
$31
$31
$31
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ESUM
43
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
132M
Total Invested
5
New Positions
22
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,154,392 | $35M | +198,874 | +20.8% | 6Q | SEC ↗ |
| 2 | Strategic Equity Management | 542,739 | $17M | +18,317 | +3.5% | 6Q | SEC ↗ |
| 3 | O'Connor Financial Group LLC | 496,003 | $15M | -104 | -0.0% | 6Q | SEC ↗ |
| 4 | MONEYWISE, INC. | 290,812 | $9M | +13,294 | +4.8% | 6Q | SEC ↗ |
| 5 | Legacy Wealth Asset Management, LLC | 261,253 | $8M | +10,998 | +4.4% | 5Q | SEC ↗ |
| 6 | PAX Financial Group, LLC | 163,445 | $5M | +2,630 | +1.6% | 6Q | SEC ↗ |
| 7 | Geneos Wealth Management Inc. | 160,507 | $5M | +42,328 | +35.8% | 5Q | SEC ↗ |
| 8 | LPL Financial LLC | 146,822 | $4M | +5,972 | +4.2% | 4Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 121,045 | $4M | +38,353 | +46.4% | 4Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 118,985 | $4M | +6,104 | +5.4% | 6Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 110,958 | $3M | +2,803 | +2.6% | 5Q | SEC ↗ |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | 97,684 | $3M | +9,037 | +10.2% | 6Q | SEC ↗ |
| 13 | OneAscent Financial Services LLC | 76,144 | $2M | +5,279 | +7.4% | 6Q | SEC ↗ |
| 14 | EverSource Wealth Advisors, LLC | 75,057 | $2M | -10,371 | -12.1% | 6Q | SEC ↗ |
| 15 | SageOak Financial, LLC | 60,000 | $2M | -1,064 | -1.7% | 5Q | SEC ↗ |
| 16 | Merit Financial Group, LLC | 57,744 | $2M | +10,329 | +21.8% | 4Q | SEC ↗ |
| 17 | First Heartland Consultants, Inc. | 56,320 | $2M | +83 | +0.1% | 5Q | SEC ↗ |
| 18 | CreativeOne Wealth, LLC | 50,276 | $2M | -1,367,020 | -96.5% | 7Q | SEC ↗ |
| 19 | IFP Advisors, Inc | 47,733 | $1M | +317 | +0.7% | 6Q | SEC ↗ |
| 20 | Strategic Blueprint, LLC | 45,933 | $1M | -322 | -0.7% | 5Q | SEC ↗ |
| 21 | Values First Advisors, Inc. | 39,633 | $1M | +9,262 | +30.5% | 6Q | SEC ↗ |
| 22 | GTS SECURITIES LLC NEW | 24,621 | $754K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Betterment LLC | 18,387 | $563K | +419 | +2.3% | 4Q | SEC ↗ |
| 24 | Harvest Investment Services, LLC | 17,225 | $527K | -1,427 | -7.7% | 3Q | SEC ↗ |
| 25 | Meriwether Wealth & Planning, LLC | 14,579 | $446K | -164 | -1.1% | 3Q | SEC ↗ |
| 26 | Foundations Investment Advisors, LLC | 14,527 | $445K | +2,918 | +25.1% | 4Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC NEW | 12,721 | $389K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC NEW | 11,367 | $348K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Atria Investments, Inc | 10,915 | $334K | -1,631 | -13.0% | 5Q | SEC ↗ |
| 30 | BAM Wealth Management, LLC | 10,422 | $319K | -47 | -0.4% | 2Q | SEC ↗ |
| 31 | Security Financial Services, INC. | 9,749 | $298K | +733 | +8.1% | 3Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 8,688 | $266K | +4,934 | +131.4% | 5Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 8,668 | $265K | +681 | +8.5% | 5Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. NEW | 6,806 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 35 | LGT Financial Advisors LLC | 3,248 | $99K | — | +0.0% | 4Q | SEC ↗ |
| 36 | SILVER OAK SECURITIES, INCORPORATED | 1,057 | $32K | +972 | +1143.5% | 2Q | SEC ↗ |
| 37 | Ameritas Advisory Services, LLC NEW | 789 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 38 | VANGUARD ADVISERS INC | 270 | $8K | — | +0.0% | 2Q | SEC ↗ |
| 39 | AdvisorNet Financial, Inc | 224 | $7K | — | +0.0% | 5Q | SEC ↗ |
| 40 | TrueWealth Advisors, LLC | 0 | $0K | -14,716 | -100.0% | 3Q | SEC ↗ |
| 41 | GeoWealth Management, LLC | 0 | $0K | -6 | -100.0% | 4Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 0 | $0K | -3,440 | -100.0% | 2Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 0 | $0K | -12,784 | -100.0% | 2Q | SEC ↗ |
| 44 | CENTAURUS FINANCIAL, INC. | 0 | $0K | -8,741 | -100.0% | 2Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -11,207 | -100.0% | 2Q | SEC ↗ |
| 46 | 49 WEALTH MANAGEMENT, LLC | 0 | $0K | -33,224 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 24,621 | $754K |
| RAYMOND JAMES FINANCIAL INC | 12,721 | $389K |
| CITADEL ADVISORS LLC | 11,367 | $348K |
| Equitable Holdings, Inc. | 6,806 | $208K |
| Ameritas Advisory Services, LLC | 789 | $24K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 33,224 | $1M |
| TrueWealth Advisors, LLC | 14,716 | $450K |
| GOLDMAN SACHS GROUP INC | 12,784 | $391K |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,207 | $343K |
| CENTAURUS FINANCIAL, INC. | 8,741 | $268K |
| ROYAL BANK OF CANADA | 3,440 | $105K |
| GeoWealth Management, LLC | 6 | $0K |
Biggest Increases (20)
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | -1,367,020 | -96.5% | 50,276 |
| EverSource Wealth Advisors, LLC | -10,371 | -12.1% | 75,057 |
| Atria Investments, Inc | -1,631 | -13.0% | 10,915 |
| Harvest Investment Services, LLC | -1,427 | -7.7% | 17,225 |
| SageOak Financial, LLC | -1,064 | -1.7% | 60,000 |
| Strategic Blueprint, LLC | -322 | -0.7% | 45,933 |
| Meriwether Wealth & Planning, LLC | -164 | -1.1% | 14,579 |
| O'Connor Financial Group LLC | -104 | -0.0% | 496,003 |
| BAM Wealth Management, LLC | -47 | -0.4% | 10,422 |