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Eventide US Market ETF (ESUM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,334,975 from 1,154,392
Change+180,583 (+16%)
Value$41.1M (+$5.9M)
Filed 2026-10-13
O'Connor Financial Group LLC
INCREASED
Shares500,514 from 496,003
Change+4,511 (+1%)
Value$15.1M (-$54.5K)
Filed 2026-10-26
Strategic Equity Management
DECREASED
Shares324,208 from 542,739
Change-218,531 (-40%)
Value$9.8M (-$6.8M)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED
Shares265,725 from 261,253
Change+4,472 (+2%)
Value$8.0M (+$34.7K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares136,012 from 110,958
Change+25,054 (+23%)
Value$4.1M (+$715.2K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares128,438 from 118,985
Change+9,453 (+8%)
Value$3.9K (-$3.6M)
Filed 2026-11-02
Blue Trust, Inc.
NEW
Shares112,911
Change+112,911
Value$3.4M
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares112,242 from 97,684
Change+14,558 (+15%)
Value$3.4M (+$402.8K)
Filed 2026-11-04
Values First Advisors, Inc.
INCREASED
Shares74,658 from 39,633
Change+35,025 (+88%)
Value$2.3M (+$1.0M)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares72,090 from 75,057
Change-2,967 (-4%)
Value$2.2M (-$118.6K)
Filed 2026-11-04
SageOak Financial, LLC
INCREASED
Shares64,010 from 60,000
Change+4,010 (+7%)
Value$1.9M (+$98.2K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares55,097 from 56,320
Change-1,223 (-2%)
Value$1.7M (-$58.7K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares50,506 from 45,933
Change+4,573 (+10%)
Value$1.5M (+$120.6K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares30,741 from 47,733
Change-16,992 (-36%)
Value$929.9K (-$532.4K)
Filed 2026-10-16
Moneywise, Inc.
DECREASED
Shares27,710 from 290,812
Change-263,102 (-90%)
Value$838.2K (-$8.1M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares19,864 from 10,915
Change+8,949 (+82%)
Value$600.9K (+$266.5K)
Filed 2026-10-15
XY Planning Network, Inc.
NEW
Shares18,016
Change+18,016
Value$545.0K
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
INCREASED
Shares16,025 from 14,579
Change+1,446 (+10%)
Value$484.8K (+$38.1K)
Filed 2026-10-13
Security Financial Services, Inc.
INCREASED
Shares11,544 from 9,749
Change+1,795 (+18%)
Value$349.2K (+$50.5K)
Filed 2026-10-29
RFG Advisory, LLC
NEW
Shares10,545
Change+10,545
Value$319.0K
Filed 2026-11-03
BAM Wealth Management, LLC
DECREASED
Shares9,595 from 10,422
Change-827 (-8%)
Value$290.2K (-$29.0K)
Filed 2026-10-15
Clarity Asset Management, Inc.
NEW
Shares8,813
Change+8,813
Value$266.6K
Filed 2026-10-14
Assetmark, Inc
NEW
Shares7
Change+7
Value$212
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-15
PAX Financial Group, LLC
N/A
Shares— from 163,445
Change-163,445 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 160,507
Change-160,507 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 146,822
Change-146,822 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 121,045
Change-121,045 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 76,144
Change-76,144 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 57,744
Change-57,744 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 50,276
Change-50,276 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,621
Change-24,621 (-100%)
Value—
Betterment LLC
N/A
Shares— from 18,387
Change-18,387 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 17,225
Change-17,225 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,527
Change-14,527 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,668
Change-8,668 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED1,334,9751,154,392+180,583+16%$35.2M$41.1M+$5.9M2026-10-13
O'Connor Financial Group LLC
INCREASED500,514496,003+4,511+1%$15.2M$15.1M-$54.5K2026-10-26
Strategic Equity Management
DECREASED324,208542,739-218,531-40%$16.6M$9.8M-$6.8M2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED265,725261,253+4,472+2%$8.0M$8.0M+$34.7K2026-10-09
Kestra Advisory Services, LLC
INCREASED136,012110,958+25,054+23%$3.4M$4.1M+$715.2K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED128,438118,985+9,453+8%$3.6M$3.9K-$3.6M2026-11-02
Blue Trust, Inc.
NEW112,911—+112,911——$3.4M—2026-10-15
Creative Financial Designs Inc
INCREASED112,24297,684+14,558+15%$3.0M$3.4M+$402.8K2026-11-04
Values First Advisors, Inc.
INCREASED74,65839,633+35,025+88%$1.2M$2.3M+$1.0M2026-10-23
EverSource Wealth Advisors, LLC
DECREASED72,09075,057-2,967-4%$2.3M$2.2M-$118.6K2026-11-04
SageOak Financial, LLC
INCREASED64,01060,000+4,010+7%$1.8M$1.9M+$98.2K2026-10-19
First Heartland Consultants, Inc.
DECREASED55,09756,320-1,223-2%$1.7M$1.7M-$58.7K2026-10-08
Strategic Blueprint, LLC
INCREASED50,50645,933+4,573+10%$1.4M$1.5M+$120.6K2026-10-22
IFP Advisors, Inc
DECREASED30,74147,733-16,992-36%$1.5M$929.9K-$532.4K2026-10-16
Moneywise, Inc.
DECREASED27,710290,812-263,102-90%$8.9M$838.2K-$8.1M2026-10-30
Atria Investments, Inc
INCREASED19,86410,915+8,949+82%$334.4K$600.9K+$266.5K2026-10-15
XY Planning Network, Inc.
NEW18,016—+18,016——$545.0K—2026-10-14
Meriwether Wealth & Planning, LLC
INCREASED16,02514,579+1,446+10%$446.6K$484.8K+$38.1K2026-10-13
Security Financial Services, Inc.
INCREASED11,5449,749+1,795+18%$298.7K$349.2K+$50.5K2026-10-29
RFG Advisory, LLC
NEW10,545—+10,545——$319.0K—2026-11-03
BAM Wealth Management, LLC
DECREASED9,59510,422-827-8%$319.3K$290.2K-$29.0K2026-10-15
Clarity Asset Management, Inc.
NEW8,813—+8,813——$266.6K—2026-10-14
Assetmark, Inc
NEW7—+7——$212—2026-10-21
AdvisorNet Financial, Inc
CLOSED0224-224-100%$6.9K$0-$6.9K2026-10-15
PAX Financial Group, LLC
N/A—163,445-163,445-100%$5.0M———
Geneos Wealth Management Inc.
N/A—160,507-160,507-100%$4.9M———
LPL Financial LLC
N/A—146,822-146,822-100%$4.5M———
Jones Financial Companies Lllp
N/A—121,045-121,045-100%$3.6M———
OneAscent Financial Services LLC
N/A—76,144-76,144-100%$2.3M———
Merit Financial Group, LLC
N/A—57,744-57,744-100%$1.8M———
CreativeOne Wealth, LLC
N/A—50,276-50,276-100%$1.5M———
GTS Securities LLC
N/A—24,621-24,621-100%$754.3K———
Betterment LLC
N/A—18,387-18,387-100%$563.0K———
Harvest Investment Services, LLC
N/A—17,225-17,225-100%$527.7K———
Foundations Investment Advisors, LLC
N/A—14,527-14,527-100%$445.0K———
Raymond James Financial Inc
N/A—12,721-12,721-100%$389.7K———
Citadel Advisors LLC
N/A—11,367-11,367-100%$348.2K———
Osaic Holdings, Inc.
N/A—8,688-8,688-100%$266.3K———
Sanctuary Advisors, LLC
N/A—8,668-8,668-100%$265.5K———
Equitable Holdings, Inc.
N/A—6,806-6,806-100%$208.5K———
LGT Financial Advisors LLC
N/A—3,248-3,248-100%$99.5K———
Silver OAK Securities, Incorporated
N/A—1,057-1,057-100%$32.4K———
Ameritas Advisory Services, LLC
N/A—789-789-100%$24.2K———
Vanguard Advisers Inc
N/A—270-270-100%$8.3K———
Showing 44 of 44 institutions