Eventide US Market ETF (ESUM)

CUSIP: 86280R787 | NYSE | 58 institutional holders

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Institutional Holders — Q3 2026

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Wealth Enhancement Advisory Services, LLC1,334,975

0.1% of portfolio$41.1M

O'Connor Financial Group LLC500,514

5.4% of portfolio$15.1M

Strategic Equity Management324,208

8.5% of portfolio$9.8M

Legacy Wealth Asset Management, LLC265,725

1.8% of portfolio$8.0M

Kestra Advisory Services, LLC136,012

0.0% of portfolio$4.1M

Cambridge Investment Research Advisors, Inc.128,438

0.0% of portfolio$3.9K

Blue Trust, Inc.112,911

0.0% of portfolio$3.4M

Creative Financial Designs Inc112,242

0.2% of portfolio$3.4M

Values First Advisors, Inc.74,658

1.1% of portfolio$2.3M

EverSource Wealth Advisors, LLC72,090

0.1% of portfolio$2.2M

SageOak Financial, LLC64,010

1.3% of portfolio$1.9M

First Heartland Consultants, Inc.55,097

0.1% of portfolio$1.7M

Strategic Blueprint, LLC50,506

0.1% of portfolio$1.5M

IFP Advisors, Inc30,741

0.0% of portfolio$929.9K

Moneywise, Inc.27,710

0.8% of portfolio$838.2K

Atria Investments, Inc19,864

0.0% of portfolio$600.9K

XY Planning Network, Inc.18,016

0.1% of portfolio$545.0K

Meriwether Wealth & Planning, LLC16,025

0.2% of portfolio$484.8K

Security Financial Services, Inc.11,544

0.0% of portfolio$349.2K

RFG Advisory, LLC10,545

0.0% of portfolio$319.0K

BAM Wealth Management, LLC9,595

0.2% of portfolio$290.2K

Clarity Asset Management, Inc.8,813

0.1% of portfolio$266.6K

Assetmark, Inc7

0.0% of portfolio$212

				Style	Turnover	Location	Filed
Wealth Enhancement Advisory Services, LLC	1,334,975	$41.1M	0.1%	Core	Low	Plymouth, MN	2026-10-13
O'Connor Financial Group LLC	500,514	$15.1M	5.4%	ETF	Low	Quincy, IL	2026-10-26
Strategic Equity Management	324,208	$9.8M	8.5%	ETF	High	Tucson, AZ	2026-11-04
Legacy Wealth Asset Management, LLC	265,725	$8.0M	1.8%	GARP	Medium	Woodbury, MN	2026-10-09
Kestra Advisory Services, LLC	136,012	$4.1M	0.0%	Core	Low	Austin, TX	2026-11-02
Cambridge Investment Research Advisors, Inc.	128,438	$3.9K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Blue Trust, Inc.	112,911	$3.4M	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Creative Financial Designs Inc	112,242	$3.4M	0.2%	ETF	Medium	Kokomo, IN	2026-11-04
Values First Advisors, Inc.	74,658	$2.3M	1.1%	Core	Medium	Johnson City, TN	2026-10-23
EverSource Wealth Advisors, LLC	72,090	$2.2M	0.1%	Core	Medium	Birmingham, AL	2026-11-04
SageOak Financial, LLC	64,010	$1.9M	1.3%	ETF	Low	Tulsa, OK	2026-10-19
First Heartland Consultants, Inc.	55,097	$1.7M	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Strategic Blueprint, LLC	50,506	$1.5M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
IFP Advisors, Inc	30,741	$929.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Moneywise, Inc.	27,710	$838.2K	0.8%	ETF	Medium	Forest, VA	2026-10-30
Atria Investments, Inc	19,864	$600.9K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
XY Planning Network, Inc.	18,016	$545.0K	0.1%	ETF	Low	Bozeman, MT	2026-10-14
Meriwether Wealth & Planning, LLC	16,025	$484.8K	0.2%	ETF	Medium	Minden, LA	2026-10-13
Security Financial Services, Inc.	11,544	$349.2K	0.0%	ETF	Medium	Fort Wayne, IN	2026-10-29
RFG Advisory, LLC	10,545	$319.0K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
BAM Wealth Management, LLC	9,595	$290.2K	0.2%	ETF	High	Lakewood, CO	2026-10-15
Clarity Asset Management, Inc.	8,813	$266.6K	0.1%	ETF	High	Ames, IA	2026-10-14
Assetmark, Inc	7	$212	0.0%	ETF	Low	Concord, CA	2026-10-21