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ESUM · Eventide US Market ETF ETF

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$30.92 +0.05 (+0.15%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $348,228
Total Shares: 11,367

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Dec 2024 → Jun 2026 · range 26.5% – 100.0%
+73.5 pts
Top 5
100.0%
Dec 2024 → Jun 2026 · range 68.0% – 100.0%
+31.3 pts
Top 10
100.0%
Dec 2024 → Jun 2026 · range 81.7% – 100.0%
+16.6 pts
HHI
10,000
Dec 2024 → Jun 2026 · range 1,301 – 10,000
Highly concentrated+8,699

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
38
Unchanged
0
Holder count: -37
Institutional value: -99.8%
Shares held: -99.8%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 11,367 $348,228

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CreativeOne Wealth, LLC 1,417,296 $37,104,809
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 955,518 $25,015,461
Strategic Equity Management 524,422 $13,729,367
O'Connor Financial Group LLC 496,107 $12,988,081
MONEYWISE, INC. 277,518 $7,265,421
Filter: New 1 Increased 0 Reduced 0 Sold out 38 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC ESUM $348,228 100.00% 11,367