Q3 2025 13F Holders as of 30 Sep 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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37
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Total 13F shares, excl. options
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3.95M
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Shares change
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+274K
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Total reported value, excl. options
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$107M
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Value change
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+$7.54M
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Number of buys
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32
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Number of sells
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-7
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Price
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$27.18
Significant Holders of STRATEGY SHS - EVENTIDE US MRKT (ESUM) as of Q3 2025
41 filings reported holding ESUM - STRATEGY SHS - EVENTIDE US MRKT as of Q3 2025.
STRATEGY SHS - EVENTIDE US MRKT (ESUM) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.95M shares
.
Largest 10 shareholders include CreativeOne Wealth, LLC (1.4M shares), O'Connor Financial Group LLC (489K shares), Strategic Equity Management (488K shares), MONEYWISE, INC. (249K shares), Legacy Wealth Asset Management, LLC (228K shares), PAX Financial Group, LLC (170K shares), Geneos Wealth Management Inc. (99.6K shares), Kestra Advisory Services, LLC (88.8K shares), Cambridge Investment Research Advisors, Inc. (69.3K shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (66.1K shares).
This table shows the top 37 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.