ESUM

Eventide US Market ETF
$26.60+0.05 (+0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.453327530298498e+230B

Total Value

$4.0169142801374773e+130T

% of Float

Price History

$26.09$26.53$26.96$27.40$27.84Sep 25Dec 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,453,327$40.2M0.05%Share
2Strategic Equity Management530,298$14.3M4.84%Share
3O'Connor Financial Group LLC498,107$13.7M5.48%Share
4MONEYWISE, INC.269,235$7.3M3.02%Share
5Legacy Wealth Asset Management, LLC233,789$6.3M1.55%Share
6PAX Financial Group, LLC156,887$4.2M0.73%Share
7Geneos Wealth Management Inc.122,932$3.3M0.08%Share
8LPL Financial LLC118,836$3.0M0.00%Share
949 WEALTH MANAGEMENT, LLC85,645$2.3M0.19%Share
10Cambridge Investment Research Advisors, Inc.98,003$2.0M0.01%Share
11Kestra Advisory Services, LLC101,426$2.0M0.01%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV68,592$1.8M0.12%Share
13SageOak Financial, LLC60,634$1.6M1.18%Share
14Sanctuary Advisors, LLC58,031$1.5M0.01%Share
15First Heartland Consultants, Inc.54,106$1.5M0.11%Share
16Strategic Blueprint, LLC44,759$1.2M0.07%Share
17Merit Financial Group, LLC44,112$1.2M0.01%Share
18OneAscent Financial Services LLC63,969$1.0M0.09%Share
19IFP Advisors, Inc46,094$1.0M0.02%Share
20EverSource Wealth Advisors, LLC33,482$901K0.03%Share
21Harvest Investment Services, LLC18,197$490K0.09%Share
22TrueWealth Advisors, LLC17,216$463K0.12%Share
23Betterment LLC16,753$451K0.00%Share
24Sanctuary Advisors, LLC14,648$394K0.00%Share
25EverSource Wealth Advisors, LLC14,310$385K0.01%Share
26Values First Advisors, Inc.12,121$326K0.17%Share
27Meriwether Wealth & Planning, LLC11,750$316K0.18%Share
28Security Financial Services, INC.8,379$225K0.04%Share
29Values First Advisors, Inc.5,127$138K0.07%Share
30Values First Advisors, Inc.4,538$122K0.06%Share
31Values First Advisors, Inc.3,400$91K0.05%Share
32LGT Financial Advisors LLC2,940$79K0.48%Share
33Values First Advisors, Inc.2,707$72K0.04%Share
34Values First Advisors, Inc.2,371$63K0.03%Share
35Values First Advisors, Inc.2,281$61K0.03%Share
36Values First Advisors, Inc.1,209$32K0.02%Share
37Values First Advisors, Inc.614$16K0.01%Share
38EverSource Wealth Advisors, LLC509$13K0.00%Share
39AdvisorNet Financial, Inc224$6K0.00%Share
40Values First Advisors, Inc.231$6K0.00%Share
41Atria Investments, Inc12,161$00.00%Share
42FOUNDATIONS INVESTMENT ADVISORS, LLC8,039$00.00%Share
43CreativeOne Wealth, LLC27,390$00.00%Share
44CreativeOne Wealth, LLC9,642$00.00%Share
45GTS SECURITIES LLC24,072$00.00%Share
46JONES FINANCIAL COMPANIES LLLP32,940$00.00%Share
47ROYAL BANK OF CANADA13,462$00.00%Share
48GOLDMAN SACHS GROUP INC12,784$00.00%Share
49COMMONWEALTH EQUITY SERVICES, LLC11,207$00.00%Share
50OSAIC HOLDINGS, INC.2,830$00.00%Share