Eventide International ETF (ESIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Silver OAK Securities, Incorporated

NEW

Shares162,999

Change+162,999

Value$4.5M

Filed 2026-11-09

EverSource Wealth Advisors, LLC

DECREASED

Shares25,121 from 25,185

Change-64 (0%)

Value$720.0K (-$30.0K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares19,275 from 3,898

Change+15,377 (+394%)

Value$552.4K (+$436.4K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares18,551 from 13,908

Change+4,643 (+33%)

Value$531.7K (+$117.5K)

Filed 2026-11-02

Values First Advisors, Inc.

INCREASED

Shares16,295 from 5,207

Change+11,088 (+213%)

Value$467.0K (+$312.0K)

Filed 2026-10-23

Gradient Investments LLC

NEW

Shares14,696

Change+14,696

Value$421.2K

Filed 2026-10-08

First Heartland Consultants, Inc.

INCREASED

Shares14,064 from 13,535

Change+529 (+4%)

Value$403.1K (+$33)

Filed 2026-10-08

Creative Financial Designs Inc

INCREASED

Shares2,879 from 482

Change+2,397 (+497%)

Value$82.5K (+$68.2K)

Filed 2026-11-04

Meriwether Wealth & Planning, LLC

NEW

Shares1,324

Change+1,324

Value$37.9K

Filed 2026-10-13

DECREASED

Shares79 from 136

Change-57 (-42%)

Value$2.3K (-$1.8K)

Filed 2026-11-10

PAX Financial Group, LLC

N/A

Shares— from 89,839

Change-89,839 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 67,592

Change-67,592 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,687

Change-17,687 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,448

Change-16,448 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,350

Change-9,350 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 926

Change-926 (-100%)

Value—

	Status
Silver OAK Securities, Incorporated	NEW	162,999	—	+162,999	—	—	$4.5M	—	2026-11-09
EverSource Wealth Advisors, LLC	DECREASED	25,121	25,185	-64	0%	$750.0K	$720.0K	-$30.0K	2026-11-04
IFP Advisors, Inc	INCREASED	19,275	3,898	+15,377	+394%	$116.1K	$552.4K	+$436.4K	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	18,551	13,908	+4,643	+33%	$414.2K	$531.7K	+$117.5K	2026-11-02
Values First Advisors, Inc.	INCREASED	16,295	5,207	+11,088	+213%	$155.1K	$467.0K	+$312.0K	2026-10-23
Gradient Investments LLC	NEW	14,696	—	+14,696	—	—	$421.2K	—	2026-10-08
First Heartland Consultants, Inc.	INCREASED	14,064	13,535	+529	+4%	$403.0K	$403.1K	+$33	2026-10-08
Creative Financial Designs Inc	INCREASED	2,879	482	+2,397	+497%	$14.4K	$82.5K	+$68.2K	2026-11-04
Meriwether Wealth & Planning, LLC	NEW	1,324	—	+1,324	—	—	$37.9K	—	2026-10-13
UBS Group AG	DECREASED	79	136	-57	-42%	$4.1K	$2.3K	-$1.8K	2026-11-10
PAX Financial Group, LLC	N/A	—	89,839	-89,839	-100%	$2.7M	—	—	—
Jane Street Group, LLC	N/A	—	67,592	-67,592	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	17,687	-17,687	-100%	$527.0K	—	—	—
Citadel Advisors LLC	N/A	—	16,448	-16,448	-100%	$489.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,350	-9,350	-100%	$278.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	926	-926	-100%	$27.6K	—	—	—

Showing 16 of 16 institutions