ESUM institutional holders

STRATEGY SHS · 13F, 2026Q2

Managers holding39
Shares held4,466,733
Reported value$136.6m
Quarter flows5 new, 22 added, 9 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,154,392$35.2m0.1%
Strategic Equity Management542,739$16.6m5.6%
O'Connor Financial Group LLC496,003$15.2m5.4%
MONEYWISE, INC.290,812$8.9m3.3%
Legacy Wealth Asset Management, LLC261,253$8.0m1.8%
Cambridge Investment Research Advisors, Inc.237,970$7.3m0.0%
PAX Financial Group, LLC163,445$5.0m0.7%
Geneos Wealth Management Inc.160,507$4.9m0.1%
LPL Financial LLC146,822$4.5m0.0%
JONES FINANCIAL COMPANIES LLLP121,045$3.6m0.0%
Kestra Advisory Services, LLC110,958$3.4m0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV97,684$3.0m0.1%
OneAscent Financial Services LLC76,144$2.3m0.1%
EverSource Wealth Advisors, LLC75,057$2.3m0.1%
SageOak Financial, LLC60,000$1.8m1.2%
Merit Financial Group, LLC57,744$1.8m0.0%
First Heartland Consultants, Inc.56,320$1.7m0.1%
CreativeOne Wealth, LLC50,276$1.5m0.0%
IFP Advisors, Inc47,733$1.5m0.0%
Strategic Blueprint, LLC45,933$1.4m0.1%
Values First Advisors, Inc.39,633$1.2m0.6%
GTS SECURITIES LLC24,621$754,2640.0%
Betterment LLC18,387$563,0000.0%
Harvest Investment Services, LLC17,225$527,6880.1%
Meriwether Wealth & Planning, LLC14,579$446,6280.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ESUM"). ESUM price history · All 13F data

Get a free API keySee history bundlesDownload free samples