Jones Financial Companies
ESUM

Jones Financial Companies’s Eventide US Market ETF ESUM Stock Holding History

Jones Financial Companies’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 		$3.64M Buy
121,045
+38,353
+46% +$1.11M ﹤0.01% 1329
2026
Q1 		$2.13M Buy
82,692
+49,752
+151% +$1.35M ﹤0.01% 1401
2025
Q4 		$887K Buy
32,940
+26,224
+390% +$713K ﹤0.01% 1282
2025
Q3 		$182K Buy
+6,716
New +$179K ﹤0.01% 1823

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jones Financial Companies's ESUM Position: Q2 2026 in Review

Jones Financial Companies increased its Eventide US Market ETF (ESUM) stake by 46% in Q2 2026, buying an estimated $1.11M and bringing the position to 121,045 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Jones Financial Companies first reported a position in ESUM in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Jones Financial Companies held 121,045 shares of Eventide US Market ETF worth $3.64M as of Q2 2026.
  • Jones Financial Companies bought 38,353 Eventide US Market ETF shares in Q2 2026, an estimated $1.11M.
  • Eventide US Market ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1329 holding.
  • Jones Financial Companies first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.