Eventide US Market ETF (ESUM)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 38 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders38of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.08x

27 buying13 selling

+3

New

-4

Closed

+921K

Net shares

Ownership Concentration

Top 5: 69.2%Top 10: 83.9%

CreativeOne Wealth,26.7%

WEALTH ENHANCEMENT ADVISORY SERVICES,18.0%

Strategic Equity Management9.9%

O'Connor Financial Group9.3%

MONEYWISE,5.2%

Others (33)30.8%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.79%Avg weight: 1.70%Max: 5.31%High conviction (>1%): 4

CreativeOne Wealth,

WEALTH ENHANCEMENT ADVISORY SERVICES,

Strategic Equity Management

O'Connor Financial Group

MONEYWISE,

Legacy Wealth Asset Management,

PAX Financial Group,

LPL Financial

Geneos Wealth Management

Cambridge Investment Research Advisors,

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 38 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 38 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisCrowded

Holders38of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.08x

27 buying13 selling

+3

New

-4

Closed

+921K

Net shares

Ownership Concentration

Top 5: 69.2%Top 10: 83.9%

CreativeOne Wealth,26.7%

WEALTH ENHANCEMENT ADVISORY SERVICES,18.0%

Strategic Equity Management9.9%

O'Connor Financial Group9.3%

MONEYWISE,5.2%

Others (33)30.8%

Crowding AnalysisCrowded

Holders38of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.08x

27 buying13 selling

+3

New

-4

Closed

+921K

Net shares

Ownership Concentration

Top 5: 69.2%Top 10: 83.9%

CreativeOne Wealth,26.7%

WEALTH ENHANCEMENT ADVISORY SERVICES,18.0%

Strategic Equity Management9.9%

O'Connor Financial Group9.3%

MONEYWISE,5.2%

Others (33)30.8%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)