Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / EVENTIDE US MRKT
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Number of holders
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30
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Total 13F shares, excl. options
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3.68M
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Shares change
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+1.84M
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Total reported value, excl. options
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$95.8M
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Value change
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+$48.1M
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Number of buys
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28
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Number of sells
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-3
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Price
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$25.99
Significant Holders of STRATEGY SHS - EVENTIDE US MRKT (ESUM) as of Q2 2025
31 filings reported holding ESUM - STRATEGY SHS - EVENTIDE US MRKT as of Q2 2025.
STRATEGY SHS - EVENTIDE US MRKT (ESUM) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.68M shares
.
Largest 10 shareholders include CreativeOne Wealth, LLC (1.39M shares), O'Connor Financial Group LLC (494K shares), Strategic Equity Management (474K shares), MONEYWISE, INC. (222K shares), Legacy Wealth Asset Management, LLC (222K shares), PAX Financial Group, LLC (169K shares), Geneos Wealth Management Inc. (96.3K shares), Kestra Advisory Services, LLC (68.9K shares), SageOak Financial, LLC (57.2K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (53.2K shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.