Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EVENTIDE US MRKT
-
Total 13F shares
-
1,833,687
-
Share change
-
+1,460,063
-
Total reported value
-
$43,292,638
-
Price per share
-
$23.61
-
Number of holders
-
16
-
Value change
-
+$34,458,971
-
Number of buys
-
15
-
Number of sells
-
2
Institutional Holders of STRATEGY SHS - EVENTIDE US MRKT (ESUM) as of Q1 2025
As of 31 Mar 2025,
STRATEGY SHS - EVENTIDE US MRKT (ESUM) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,833,687 shares.
The largest 10 holders included
CreativeOne Wealth, LLC, PAX Financial Group, LLC, Strategic Equity Management, MONEYWISE, INC., EverSource Wealth Advisors, LLC, 49 WEALTH MANAGEMENT, LLC, O'Connor Financial Group LLC, JANE STREET GROUP, LLC, Cambridge Investment Research Advisors, Inc., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q1 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.