ESUM — Eventide US Market ETF
Price · 2024-12-18 → 2026-08-21
419 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2024-12-18.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| CreativeOne Wealth, LLC | 37.1M | 1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.3M | 955.5K |
| Strategic Equity Management | 13.7M | 524.4K |
| O'Connor Financial Group LLC | 13.0M | 496.1K |
| MONEYWISE, INC. | 7.3M | 277.5K |
| Legacy Wealth Asset Management, LLC | 6.6M | 250.3K |
| PAX Financial Group, LLC | 4.2M | 160.8K |
| LPL Financial LLC | 3.7M | 140.8K |
| Geneos Wealth Management Inc. | 3.1M | 118.2K |
| Kestra Advisory Services, LLC | 2.8M | 108.2K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Ask the AI about ESUM
The assistant reads every block on this page — price history, filings, insider transactions, institutional positions, short volume, macro and the measured base rates — and says what it implies, quoting the number behind each claim and declaring what it does not have.
Everything on this page is live in the terminal.
Charts, filings, insider flow and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →