Cambridge Investment Research Advisors
ESUM

Cambridge Investment Research Advisors’s Eventide US Market ETF ESUM Stock Holding History

Cambridge Investment Research Advisors’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 		$2.96M Buy
112,881
+14,878
+15% +$405K 0.01% 1291
2025
Q4 		$2.64M Buy
98,003
+28,744
+42% +$781K 0.01% 1317
2025
Q3 		$1.88M Buy
69,259
+27,386
+65% +$729K 0.01% 1551
2025
Q2 		$1.09M Buy
41,873
+24,587
+142% +$595K ﹤0.01% 1880
2025
Q1 		$408K Buy
+17,286
New +$426K ﹤0.01% 2624

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 $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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors's ESUM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Eventide US Market ETF (ESUM) stake by 15% in Q1 2026, buying an estimated $405K and bringing the position to 112,881 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1291.

Cambridge Investment Research Advisors first reported a position in ESUM in Q1 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • Cambridge Investment Research Advisors held 112,881 shares of Eventide US Market ETF worth $2.96M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 14,878 Eventide US Market ETF shares in Q1 2026, an estimated $405K.
  • Eventide US Market ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1291 holding.
  • Cambridge Investment Research Advisors first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.