ESUM · Insider trading · 13F holders · Congress trades
Eventide US Market ETF (ESUM)
Who is buying and selling ESUM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ESUM at a glance
- No open-market insider purchases or sales of ESUM were filed in the last 90 days.
- 8 13F filers hold ESUM among their 50 largest positions, worth $58.0M combined. The biggest bets by portfolio weight are Strategic Equity Management (5.6%), O'Connor Financial Group LLC (5.4%) and Moneywise, Inc. (3.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in ESUM.
ESUM insider trading
No open-market insider purchases or sales of ESUM were filed in the last 90 days.
Who owns ESUM? Hedge funds and superinvestors
8 13F filers hold ESUM among their 50 largest positions, worth $58.0M combined. The biggest bets by portfolio weight are Strategic Equity Management (5.6%), O'Connor Financial Group LLC (5.4%) and Moneywise, Inc. (3.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Strategic Equity ManagementWealth manager | 5.6% | $16.6M | 542,739 | +3.5% shares | Q2 2026 |
| O'Connor Financial Group LLCWealth manager | 5.4% | $15.1M | 500,514 | +0.9% shares | Q3 2026 |
| Moneywise, Inc.Investment manager | 3.3% | $8.9M | 290,812 | +4.8% shares | Q2 2026 |
| Legacy Wealth Asset Management, LLCWealth manager | 1.8% | $8.0M | 265,725 | +1.7% shares | Q3 2026 |
| PAX Financial Group, LLCWealth manager | 0.7% | $5.0M | 163,445 | +1.6% shares | Q2 2026 |
| Values First Advisors, Inc.Wealth manager | 1.1% | $2.3M | 74,658 | — | Q3 2026 |
| SageOak Financial, LLCWealth manager | 1.3% | $1.9M | 64,010 | +6.7% shares | Q3 2026 |
| LGT Financial Advisors LLCWealth manager | 0.5% | $100K | 3,248 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 4). Screen ESUM in the grand portfolio →
ESUM stock trades by members of Congress
No member of Congress has disclosed a trade in ESUM.
ESUM questions and answers
Are insiders buying ESUM stock?
No open-market insider purchases or sales of ESUM were filed in the last 90 days.
Which hedge funds own ESUM?
8 13F filers hold ESUM among their 50 largest positions, worth $58.0M combined. The biggest bets by portfolio weight are Strategic Equity Management (5.6%), O'Connor Financial Group LLC (5.4%) and Moneywise, Inc. (3.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded ESUM?
No member of Congress has disclosed a trade in ESUM.
Who is the largest holder of ESUM?
Among 13F filers, Strategic Equity Management reports the largest ESUM position, $16.6M (542,739 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Strategic Equity Management's: 5.6% of its portfolio.
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