Among active 13F managers last quarter, 3 opened and 12 added, while 5 reduced; the largest holder to move was Strategic Equity Management (+3.5%).
35 tracked 13F filers disclose a position in ESUM as of the latest SEC 13F filings, a combined $125.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 1.2M | $35.2M | ▲+21% Added · +199K sh | Q2 2026 | |
| 2 | Strategic Equity Management | 543K | $16.6M | ▲+3.5% Added · +18K sh | Q2 2026 | |
| 3 | O'Connor Financial Group LLC | 496K | $15.2M | ▼~0% Reduced · −104 sh | Q2 2026 | |
| 4 | Moneywise, Inc. | 291K | $8.9M | ▲+4.8% Added · +13K sh | Q2 2026 | |
| 5 | Legacy Wealth Asset Management, LLC | 261K | $8.0M | ▲+4.4% Added · +11K sh | Q2 2026 | |
| 6 | PAX Financial Group, LLC | 163K | $5.0M | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 7 | Geneos Wealth Management Inc. | 161K | $4.9M | ▲+36% Added · +42K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 141K | $3.7M | ▲+19% Added · +22K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | 111K | $3.4M | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 10 | Creative Financial Designs Inc | 98K | $3.0M | ▲+10% Added · +9K sh | Q2 2026 | |
| 11 | EverSource Wealth Advisors, LLC | 85K | $2.2M | ▲+77% Added · +37K sh | Q1 2026 | |
| 12 | Jones Financial Companies LLLP | 83K | $2.1M | ▲+151% Added · +50K sh | Q1 2026 | |
| 13 | OneAscent Financial Services LLC | 76K | $2.3M | ▲+7.4% Added · +5K sh | Q2 2026 | |
| 14 | SageOak Financial, LLC | 60K | $1.8M | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 15 | Merit Financial Group, LLC | 58K | $1.8M | ▲+22% Added · +10K sh | Q2 2026 | |
| 16 | First Heartland Consultants, Inc. | 56K | $1.7M | ▲+0.1% Added · +83 sh | Q2 2026 | |
| 17 | CreativeOne Wealth, LLC | 50K | $1.5M | ▼−96% Reduced · −1.4M sh | Q2 2026 | |
| 18 | IFP Advisors, Inc | 48K | $1.5M | ▲+0.7% Added · +317 sh | Q2 2026 | |
| 19 | Strategic Blueprint, LLC | 46K | $1.4M | ▼−0.7% Reduced · −322 sh | Q2 2026 | |
| 20 | Values First Advisors, Inc. | 40K | $1.2M | ▲+30% Added · +9K sh | Q2 2026 | |
| 21 | Harvest Investment Services, LLC | 17K | $528K | ▼−7.7% Reduced · −1K sh | Q2 2026 | |
| 22 | Meriwether Wealth & Planning, LLC | 15K | $447K | ▼−1.1% Reduced · −164 sh | Q2 2026 | |
| 23 | Foundations Investment Advisors, LLC | 15K | $445K | ▲+25% Added · +3K sh | Q2 2026 | |
| 24 | Citadel Advisors LLC | 11K | $348K | ▲New +11K sh | Q2 2026 | |
| 25 | Atria Investments, Inc | 11K | $334K | ▼−13% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in ESUM and 12 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 19 funds | $1.4B |
| Nvidia CorpNVDA | 19 funds | $1.2B |
| Microsoft CorpMSFT | 19 funds | $752.5M |
| Vanguard Total Stock MKT ETFVTI | 19 funds | $542.7M |
| Ishares Core S&P 500 ETFIVV | 18 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 18 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $802.2M |
| Ishares S&P 500 Growth ETFIVW | 18 funds | $589.7M |
| Alphabet Inc-CL AGOOGL | 18 funds | $564.7M |
| Alphabet Inc-CL CGOOG | 18 funds | $438.5M |
| Eventide High Dividend ETFELCV | 18 funds | $98.8M |
| Vanguard Value ETFVTV | 17 funds | $766.1M |
Ranked by how many of ESUM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ESUM.
| Class | 13F holders | Value held |
|---|---|---|
| HNDLmc | 95 funds | $58.8M |
| SSUSFUND | 66 funds | $462.7M |
| ELCVmc | 58 funds | $182.4M |
| GOLYSTRATEGY SHS ETF | 42 funds | $40.3M |
| ESUMthis pagemc | 35 funds | $125.1M |
| ESIMmc | 14 funds | $10.8M |
| ESSCEVENTIDE SMALL C | 12 funds | $27.4M |
| ESLGmc | 12 funds | $11.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ESUM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ESUM/capital-change-brief"
Use Arkolith's capital_change_brief for ESUM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for ESUM. Filings are public domain, sourced to SEC EDGAR.