Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EVENTIDE US MRKT
-
Total 13F shares
-
4,387,032
-
Share change
-
+415,273
-
Total reported value
-
$119,508,164
-
Price per share
-
$26.93
-
Number of holders
-
39
-
Value change
-
+$12,167,215
-
Number of buys
-
32
-
Number of sells
-
7
Institutional Holders of STRATEGY SHS - EVENTIDE US MRKT (ESUM) as of Q4 2025
As of 31 Dec 2025,
STRATEGY SHS - EVENTIDE US MRKT (ESUM) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,387,032 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Strategic Equity Management, O'Connor Financial Group LLC, MONEYWISE, INC., Legacy Wealth Asset Management, LLC, PAX Financial Group, LLC, Geneos Wealth Management Inc., LPL Financial LLC, Kestra Advisory Services, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
39
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.