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
Q2 		$334K Sell
10,915
-1,631
-13% -$47K ﹤0.01% 1781
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

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 $298M AUM 27.02% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 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 $673M AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Atria Investments's ESUM Position: Q2 2026 in Review

Atria Investments reduced its Eventide US Market ETF (ESUM) stake by 13% in Q2 2026, selling an estimated $47K and leaving 10,915 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Atria Investments first reported a position in ESUM in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Atria Investments held 10,915 shares of Eventide US Market ETF worth $334K as of Q2 2026.
  • Atria Investments sold 1,631 Eventide US Market ETF shares in Q2 2026, an estimated $47K.
  • Eventide US Market ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1781 holding.
  • Atria Investments first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.