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Eventide US Market ETF (EUSM) Institutional Ownership

$26.73 -0.21 (-0.78%)
As of 08/29/2025
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Institutional Ownership Changes (13F Filings) for Eventide US Market ETF (NYSEARCA:EUSM)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$16.58M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$128.25K
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EUSM Institutional Buying and Selling by Quarter

Eventide US Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/1/2026JPMorgan Chase & Co.4,450$121K0.0%+111,150.0%0.111%
11/13/2025Betterment LLC16,385$445K0.0%N/A0.410%
11/12/202549 Wealth Management LLC39,578$1.08M0.1%+40.0%0.989%
11/12/2025 Creative Financial Designs Inc. ADV43,275$1.18M0.1%+40.0%1.082%
11/10/2025EverSource Wealth Advisors LLC48,237$1.31M0.1%+11.5%1.206%
11/7/2025JPMorgan Chase & Co.4,450$121K0.0%+111,150.0%0.111%
10/27/2025 O Connor Financial Group LLC488,723$13.28M5.6%-1.0%12.218%
10/23/2025 Strategic Blueprint LLC40,818$1.11M0.0%+17.9%1.020%
8/13/2025EverSource Wealth Advisors LLC43,255$1.12M0.1%+3.5%1.081%
8/7/202549 Wealth Management LLC28,269$735K0.1%+19.2%0.711%
8/4/2025 Creative Financial Designs Inc. ADV30,918$804K0.1%+289.9%0.778%
7/30/2025 Strategic Blueprint LLC34,627$900K0.0%N/A0.871%
7/7/2025 O Connor Financial Group LLC493,521$13.04M5.7%+2,499.8%12.574%
5/13/2025EverSource Wealth Advisors LLC41,812$987K0.1%N/A1.963%
4/30/202549 Wealth Management LLC23,711$560K0.1%N/A1.113%
4/23/2025Creative Financial Designs Inc. ADV7,930$187K0.0%N/A0.372%
4/7/2025O Connor Financial Group LLC18,983$448K0.2%N/A0.949%


EUSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EUSM shares?

During the previous two years, the following institutional investors and hedge funds held shares of Eventide US Market ETF shares: O Connor Financial Group LLC ($13.28M), EverSource Wealth Advisors LLC ($1.31M), Creative Financial Designs Inc. ADV ($1.18M), Strategic Blueprint LLC ($1.11M), 49 Wealth Management LLC ($1.08M), and Betterment LLC ($445K), and JPMorgan Chase & Co. ($121K).Learn more on Eventide US Market ETF's institutional investors.

Which institutional investors have been buying Eventide US Market ETF's stock?

The following institutional investors have purchased Eventide US Market ETF's stock in the last 24 months: O Connor Financial Group LLC ($493.52K), EverSource Wealth Advisors LLC ($48.24K), Creative Financial Designs Inc. ADV ($43.28K), Strategic Blueprint LLC ($40.82K), 49 Wealth Management LLC ($39.58K), Betterment LLC ($16.39K), and JPMorgan Chase & Co. ($8.89K).

How much institutional buying is happening at Eventide US Market ETF?

Institutional investors have bought a total of 640,082 shares in the last 24 months. This purchase volume represents approximately $16.58M in transactions.

Which of Eventide US Market ETF's major shareholders have been selling company stock?

The following institutional investors have sold Eventide US Market ETF stock in the last 24 months: O Connor Financial Group LLC ($4.80K).

How much institutional selling is happening at Eventide US Market ETF?

Institutional investors have sold a total of 4,798 shares in the last 24 months. This volume of shares sold represents approximately $128.25K in transactions.


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This page (NYSEARCA:EUSM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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