AI
ESUM

Atria Investments’s Eventide US Market ETF ESUM Stock Holding History

Atria Investments’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$328K Buy
12,546
+385
+3% +$10.5K ﹤0.01% 1697
2025
Q4 		$327K Buy
12,161
+3,748
+45% +$102K ﹤0.01% 1693
2025
Q3 		$229K Buy
8,413
+310
+4% +$8.25K ﹤0.01% 1874
2025
Q2 		$211K Buy
+8,103
New +$196K ﹤0.01% 1898

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Investments's ESUM Position: Q1 2026 in Review

Atria Investments increased its Eventide US Market ETF (ESUM) stake by 3.2% in Q1 2026, buying an estimated $10.5K and bringing the position to 12,546 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Atria Investments first reported a position in ESUM in Q2 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Atria Investments held 12,546 shares of Eventide US Market ETF worth $328K as of Q1 2026.
  • Atria Investments bought 385 Eventide US Market ETF shares in Q1 2026, an estimated $10.5K.
  • Eventide US Market ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1697 holding.
  • Atria Investments first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.