§ EQUITY
USDESUM
EVENTIDE US MARKET ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
26 increased/new, 10 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CreativeOne Wealth, LLC | 1.4M | 0.9% | +3727% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 956K | 0.1% | −34% |
| Strategic Equity Management | 524K | 5.2% | −1% |
| O'Connor Financial Group LLC | 496K | 5.3% | −0% |
| MONEYWISE, INC. | 278K | 3.2% | +3% |
| Legacy Wealth Asset Management, LLC | 250K | 1.6% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for ESUM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.9% · 37 holders
DEALER / BANK0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ESUM in the last 180 days.