LPL Financial
ESUM

LPL Financial’s Eventide US Market ETF ESUM Stock Holding History

LPL Financial’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 		$3.69M Buy
140,850
+22,014
+19% +$599K ﹤0.01% 2911
2025
Q4 		$3.2M Buy
118,836
+69,047
+139% +$1.88M ﹤0.01% 2944
2025
Q3 		$1.35M Buy
+49,789
New +$1.33M ﹤0.01% 3702

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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial's ESUM Position: Q1 2026 in Review

LPL Financial increased its Eventide US Market ETF (ESUM) stake by 19% in Q1 2026, buying an estimated $599K and bringing the position to 140,850 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

LPL Financial first reported a position in ESUM in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • LPL Financial held 140,850 shares of Eventide US Market ETF worth $3.69M as of Q1 2026.
  • LPL Financial bought 22,014 Eventide US Market ETF shares in Q1 2026, an estimated $599K.
  • Eventide US Market ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2911 holding.
  • LPL Financial first reported a position in Eventide US Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.