JY
ESUM

Jeff Yass’s Eventide US Market ETF ESUM Stock Holding History

Jeff Yass’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
2025
Q4 		– Sell
-13,339
Closed -$363K – 13960
2025
Q3 		$363K Sell
13,339
-39,840
-75% -$1.06M ﹤0.01% 9686
2025
Q2 		$1.38M Buy
+53,179
New +$1.29M ﹤0.01% 6637

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jeff Yass's ESUM Position: Q4 2025 in Review

Jeff Yass sold out of Eventide US Market ETF (ESUM) in Q4 2025, closing a stake of 13,339 shares — an estimated $363K sold.

Jeff Yass first reported a position in ESUM in Q2 2025 and held it in 2 quarters. The position peaked at $1.38M in Q2 2025. 39 funds tracked by Wall St. Rank hold ESUM as of Q4 2025.

  • Jeff Yass reported no remaining Eventide US Market ETF position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 13,339 Eventide US Market ETF shares in Q4 2025, an estimated $363K.
  • Jeff Yass first reported a position in Eventide US Market ETF in Q2 2025 and held it in 2 quarters.
  • Jeff Yass's Eventide US Market ETF position peaked at $1.38M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.