| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $37.1M | 1.4M | ▲38× Added · +1.4M sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.2M | 1.2M | ▲+21% Added · +199K sh | Q2 2026 | |
| 3 | Legacy Wealth Asset Management, LLC | $8.0M | 261K | ▲+4.4% Added · +11K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $3.7M | 141K | ▲+19% Added · +22K sh | Q1 2026 | |
| 5 | Geneos Wealth Management Inc. | $3.1M | 118K | ▼−3.9% Reduced · −5K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $2.8M | 108K | ▲+6.6% Added · +7K sh | Q1 2026 | |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.3M | 89K | ▲+29% Added · +20K sh | Q1 2026 | |
| 8 | EverSource Wealth Advisors, LLC | $2.2M | 85K | ▲+77% Added · +37K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $2.1M | 83K | ▲+151% Added · +50K sh | Q1 2026 | |
| 10 | OneAscent Financial Services LLC | $1.9M | 71K | ▲+11% Added · +7K sh | Q1 2026 | |
| 11 | SageOak Financial, LLC | $1.8M | 60K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 12 | First Heartland Consultants, Inc. | $1.7M | 56K | ▲+0.1% Added · +83 sh | Q2 2026 | |
| 13 | IFP Advisors, Inc | $1.5M | 48K | ▲+0.7% Added · +317 sh | Q2 2026 | |
| 14 | Merit Financial Group, LLC | $1.2M | 47K | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 15 | Strategic Blueprint, LLC | $1.2M | 46K | ▲+3.3% Added · +1K sh | Q1 2026 | |
| 16 | Harvest Investment Services, LLC | $488K | 19K | ▲+2.5% Added · +455 sh | Q1 2026 | |
| 17 | Meriwether Wealth & Planning, LLC | $447K | 15K | ▼−1.1% Reduced · −164 sh | Q2 2026 | |
| 18 | Atria Investments, Inc | $328K | 13K | ▲+3.2% Added · +385 sh | Q1 2026 | |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $304K | 12K | ▲+44% Added · +4K sh | Q1 2026 | |
| 20 | BAM Wealth Management, LLC | $319K | 10K | ▼−0.4% Reduced · −47 sh | Q2 2026 | |
| 21 | Security Financial Services, INC. | $299K | 10K | ▲+8.1% Added · +733 sh | Q2 2026 | |
| 22 | Sanctuary Advisors, LLC | $209K | 8K | ▼−45% Reduced · −7K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $98K | 4K | ▲+33% Added · +924 sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $90K | 3K | ▼−74% Reduced · −10K sh | Q1 2026 | |
| 25 | VANGUARD ADVISERS INC | $7K | 270 | ▲New +270 sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $4.6B |
| MICROSOFT CORPMSFT | 15 funds | $2.2B |
| NVIDIA CORPNVDA | 15 funds | $2.0B |
| VANGUARD S&P 500 ETFVOO | 15 funds | $1.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $1.7B |
| VANGUARD GROWTH ETFVUG | 15 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.4B |
| VANGUARD VALUE ETFVTV | 15 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 15 funds | $983.9M |
| VANGUARD FTSE EMERGING MARKEVWO | 15 funds | $898.4M |
| ALPHABET INC-CL CGOOG | 15 funds | $853.4M |
Ranked by how many of ESUM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HNDLmc | 72 funds | $54.7M |
| SSUScommon | 48 funds | $342.2M |
| ELCVmc | 34 funds | $84.6M |
| GOLYSTRATEGY SHS ETF | 33 funds | $35.6M |
| ESUMthis pagemc | 27 funds | $108.6M |
| ESIMmc | 11 funds | $7.9M |
| SSFIDAY HAGAN SMART | 9 funds | $23.5M |
| SSXUDAY HAGAN SMART | 8 funds | $19.9M |
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.
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 + 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.