EH
ESUM

Equitable Holdings’s Eventide US Market ETF ESUM Stock Holding History

Equitable Holdings’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 		$209K Buy
+6,806
New +$196K ﹤0.01% 1696

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

Equitable Holdings's ESUM Position: Q2 2026 in Review

Equitable Holdings opened a new position in Eventide US Market ETF (ESUM) in Q2 2026: 6,806 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Equitable Holdings held 6,806 shares of Eventide US Market ETF worth $209K as of Q2 2026.
  • Eventide US Market ETF was a new Equitable Holdings position in Q2 2026.
  • Eventide US Market ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1696 holding.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.