| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.3M | 955.5K | Reduced | Q1 2026 |
| 2 | Geneos Wealth Management Inc. | $3.3M | 122.9K | New | Q4 2025 |
| 3 | Kestra Advisory Services, LLC | $2.8M | 108.2K | Added | Q1 2026 |
| 4 | OneAscent Financial Services LLC | $1.9M | 70.9K | Added | Q1 2026 |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.8M | 68.6K | New | Q4 2025 |
| 6 | IFP Advisors, Inc | $1.2M | 47.4K | New | Q1 2026 |
| 7 | Merit Financial Group, LLC | $1.2M | 47.4K | Added | Q1 2026 |
| 8 | Strategic Blueprint, LLC | $1.2M | 46.3K | Added | Q1 2026 |
| 9 | CreativeOne Wealth, LLC | $787K | 30.0K | Added | Q1 2026 |
| 10 | CITADEL ADVISORS LLC | $555K | 21.3K | New | Q2 2025 |
| 11 | Atria Investments, Inc | $328K | 12.5K | Added | Q1 2026 |
| 12 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $304K | 11.6K | Added | Q1 2026 |
| 13 | Sanctuary Advisors, LLC | $209K | 8.0K | Reduced | Q1 2026 |
| 14 | VANGUARD ADVISERS INC | $7K | 270 | New | Q1 2026 |
| 15 | AdvisorNet Financial, Inc | $6K | 224 | Held | Q1 2026 |
| 16 | GeoWealth Management, LLC | $157 | 6 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETFVTI | 16 funds | $9.8B |
| VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUS | 16 funds | $7.1B |
| ISHARES TRIVV | 16 funds | $4.6B |
| VANGUARD TOTAL BOND MARKET ETFBND | 16 funds | $4.5B |
| MICROSOFT CORP COMMSFT | 16 funds | $2.2B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $2.2B |
| NVIDIA CORPORATION COMNVDA | 16 funds | $2.0B |
| ISHARES TRAGG | 16 funds | $1.7B |
| VANGUARD INDEX FDSVUG | 16 funds | $1.6B |
| VANGUARD VALUE ETFVTV | 16 funds | $1.3B |
| STATE STREET SPDR S&P 500 ETFSPY | 16 funds | $1.2B |
| JPMORGAN CHASE & CO. COMJPM | 16 funds | $985.5M |
Ranked by how many of ESUM's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESUM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.