EUSM

Eventide US Market ETF
EUSM

Overview Fund Activity

28 hedge funds and large institutions have $94.4M invested in Eventide US Market ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+12
Holders Change %
+75%
% of All Funds
0.38%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
13
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCFG
1
O'Connor Financial Group
Illinois
$13M
2
SEM
2
Strategic Equity Management
Arizona
$12.3M
3
LWAM
3
Legacy Wealth Asset Management
Minnesota
$5.77M
4
MI
4
Moneywise Inc
Virginia
$5.78M
5
GWM
5
Geneos Wealth Management
Colorado
$2.5M

Top Sellers

1
PFG
1
PAX Financial Group
Texas
$4.39M
2
Jane Street
2
Jane Street
New York
$322K
3
UBS Group
3
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$36.2M 1,392,152 +77,832 +6%
OCFG
2
O'Connor Financial Group
Illinois
$13M 493,521 +474,538 +2,500%
SEM
3
Strategic Equity Management
Arizona
$12.3M 473,532 +409,363 +638%
MI
4
Moneywise Inc
Virginia
$5.78M 222,365 +162,938 +274%
LWAM
5
Legacy Wealth Asset Management
Minnesota
$5.77M 221,970 +221,970 New
PFG
6
PAX Financial Group
Texas
$4.39M 168,819 -50,841 -23%
GWM
7
Geneos Wealth Management
Colorado
$2.5M 96,322 +96,322 New
KAS
8
Kestra Advisory Services
Texas
$1.79M 68,859 +68,859 New
SF
9
SageOak Financial
Oklahoma
$1.49M 57,230 +57,230 New
IA
10
IFP Advisors
Florida
$1.18M 45,223 +43,906 +3,334%
EWA
11
EverSource Wealth Advisors
Alabama
$1.12M 43,255 +1,443 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.09M 41,873 +24,587 +142%
GS
13
GTS Securities
New York
$969K 37,297 +37,297 New
FHC
14
First Heartland Consultants
Missouri
$936K 35,994 +35,994 New
SB
15
Strategic Blueprint
Georgia
$900K 34,627 +34,627 New
CFD
16
Creative Financial Designs
Indiana
$804K 30,918 +22,988 +290%
4WM
17
49 Wealth Management
Texas
$735K 28,269 +4,558 +19%
OWM
18
OneAscent Wealth Management
Alabama
$649K 24,965 +24,965 New
OFS
19
OneAscent Financial Services
Alabama
$592K 22,758 +12,810 +129%
Citadel Advisors
20
Citadel Advisors
Florida
$555K 21,348 +21,348 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$369K 13,979 +130 +0.9%
RA
22
RFG Advisory
Alabama
$369K 14,201 +1,401 +11%
VFA
23
Values First Advisors
Tennessee
$338K 13,016 +3,233 +33%
Jane Street
24
Jane Street
New York
$322K 12,406 -6,146 -33%
AI
25
Atria Investments
North Carolina
$211K 8,103 +8,103 New
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