ESUM
Eventide US Market ETF
Strategy Shares
ETF

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
TRUIST FINL CORP 0 29,905 29,905 1.12% $1.54M
SAP SE 0 5,441 5,441 0.80% $1.09M
QUALCOMM INC 0 6,686 6,686 0.74% $1.01M
TRIMBLE INC 0 13,129 13,129 0.65% $887.52K
AUTOMATIC DATA PROCESSING INC 0 3,402 3,402 0.61% $839.68K
TAIWAN SEMIC MFG CO LTD SP ADR 0 1,645 1,645 0.40% $543.77K
CINCINNATI FINANCIAL CORP 0 3,309 3,309 0.39% $532.39K
PULTEGROUP INC 0 4,230 4,230 0.39% $529.13K
SEAGATE TECHNOLO 0 1,284 1,284 0.38% $523.47K
EMERSON ELECTRIC CO 0 3,518 3,518 0.38% $517.01K
EQUINIX INC 0 571 571 0.34% $468.75K
EQUITY RESIDENTIAL REIT 0 7,132 7,132 0.32% $444.47K
VERTIV HOLDINGS CO 0 2,037 2,037 0.28% $379.25K
PURE STORAGE INC CL A 0 5,271 5,271 0.27% $366.55K
COMFORT SYSTEMS USA INC 0 309 309 0.26% $352.91K
STERIS PLC 0 1,306 1,306 0.25% $342.96K
VALERO ENERGY CORP 0 1,881 1,881 0.25% $341.27K
TOLL BROTHERS INC 0 2,288 2,288 0.24% $330.59K
MONOLITHIC POWER SYS INC 0 285 285 0.23% $320.38K
MARTIN MAR MTLS 0 485 485 0.23% $316.20K
VULCAN MATERIALS CO 0 1,050 1,050 0.23% $315.57K
COPART INC 0 7,584 7,584 0.22% $307.76K
PUB SERV ENTERP 0 3,647 3,647 0.22% $300.37K
AVALONBAY COMMUNITIES INC REIT 0 1,680 1,680 0.22% $298.49K
LUMENTUM HOLDINGS INC 0 757 757 0.22% $296.62K
SANDISK CORPORATION 0 498 498 0.21% $286.97K
DIGITAL REALTY TRUST INC 0 1,546 1,546 0.19% $256.56K
DOMINION ENERGY INC 0 4,234 4,234 0.19% $254.76K
FAIR ISAAC CORP 0 161 161 0.17% $235.57K
TERADYNE INC 0 945 945 0.17% $227.79K
ENTEGRIS INC 0 1,899 1,899 0.16% $224.21K
TRADE DESK INC-A 0 6,896 6,896 0.15% $209.16K
STRIDE INC 0 2,349 2,349 0.14% $198.73K
CONSOLIDATED EDISON INC 0 1,856 1,856 0.14% $197.91K
SAMSARA INC-CL A 0 6,971 6,971 0.14% $195.54K
PATRICK INDUSTRIES INC 0 1,547 1,547 0.14% $195.18K
QUEST DIAGNOSTICS INC 0 981 981 0.13% $183.48K
INCYTE CORP 0 1,690 1,690 0.12% $169.12K
BLOOM ENERGY CORP CL A 0 1,097 1,097 0.12% $166.05K
REVOLUTION MEDICINES INC 0 1,641 1,641 0.12% $159.09K
SBA COMMUNICATIONS CORP 0 848 848 0.11% $156.13K
INTERDIGITAL INC 0 468 468 0.11% $152.77K
WAYFAIR INC- A 0 1,448 1,448 0.11% $149.85K
PROTAGONIST THERAPEUTICS INC 0 1,741 1,741 0.10% $142.41K
LIFE360 INC 0 2,468 2,468 0.10% $141.39K
GLOBAL PAYMENTS INC 0 1,967 1,967 0.10% $141.11K
GITLAB INC-CL A 0 4,005 4,005 0.10% $140.09K
GE HEALTHCARE TECHNOLOGIES INC WI 0 1,773 1,773 0.10% $140.01K
ROLLINS INC 0 2,210 2,210 0.10% $139.98K
WR BERKLEY CORP 0 2,033 2,033 0.10% $139.42K
MEDIAALPHA INC CL A 0 13,586 13,586 0.10% $138.98K
UNITED THERAPEUTICS CORP DEL 0 296 296 0.10% $138.97K
EAST WEST BNCRP 0 1,211 1,211 0.10% $138.59K
ENTERGY CORP 0 1,437 1,437 0.10% $137.79K
DEXCOM INC 0 1,885 1,885 0.10% $137.68K
METTLER-TOLEDO INTL INC 0 100 100 0.10% $137.32K
AVEPOINT INC 0 11,688 11,688 0.10% $135.93K
FTAI AVIATION LT 0 498 498 0.10% $135.62K
ARGAN INC 0 390 390 0.10% $135.37K
CG ONCOLOGY INC 0 2,590 2,590 0.10% $134.81K
FABRINET 0 275 275 0.10% $134.60K
LEMONADE INC 0 1,549 1,549 0.10% $134.34K
TALEN ENERGY CORP 0 385 385 0.10% $134.12K
AURORA INNOVATION INC 0 31,693 31,693 0.10% $133.11K
PALVELLA THERAPEUTICS INC 0 1,719 1,719 0.10% $131.83K
STERLING INFRASTRUCTURE INC 0 367 367 0.10% $131.35K
UIPATH INC -CL A 0 10,410 10,410 0.10% $131.06K
COREWEAVE INC 0 1,375 1,375 0.09% $128.14K
QUANTUMSCAPE CORP A 0 14,315 14,315 0.09% $126.69K
ROCKET COS INC-A 0 6,786 6,786 0.09% $121.67K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
FIRST HORIZON CORP 35,965 0 -35,965 0.00% -$768.21K
GROUP 1 AUTOMOTIVE INC 1,345 0 -1,345 0.00% -$534.69K
BUILDERS FIRSTSOURCE 4,546 0 -4,546 0.00% -$528.11K
LITHIA MOTORS INC CL A 1,676 0 -1,676 0.00% -$526.40K
POOL CORP 1,902 0 -1,902 0.00% -$507.95K
SYNOVUS FINL 11,240 0 -11,240 0.00% -$501.75K
CARMAX INC 10,128 0 -10,128 0.00% -$424.46K
LAMB WESTON HOLDINGS INC 6,585 0 -6,585 0.00% -$406.49K
VERISK ANALYTICS INC 1,748 0 -1,748 0.00% -$382.39K
KENVUE INC 26,055 0 -26,055 0.00% -$374.41K
PAYCOM SOFTWARE INC 1,776 0 -1,776 0.00% -$332.27K
monday.com Ltd. (Israel) 937 0 -937 0.00% -$192.31K
GENERAC HOLDINGS INC 1,043 0 -1,043 0.00% -$175.24K
DAYFORCE INC 2,394 0 -2,394 0.00% -$164.56K
COMMVAULT SYSTEMS INC 1,043 0 -1,043 0.00% -$145.21K
Q2 HOLDINGS INC 2,016 0 -2,016 0.00% -$124.51K
FLOOR & DECOR-A 1,582 0 -1,582 0.00% -$98.84K
GENEDX HOLDINGS CORP-A 618 0 -618 0.00% -$84.61K
WASTE CONNECTIONS INC 362 0 -362 0.00% -$60.70K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 49,069 52,574 3,505 7.31% $112.49K
EXXON MOBIL CORP 18,018 19,029 1,011 1.96% $630.16K
HOME DEPOT INC 5,781 6,578 797 1.79% $269.64K
LOWES COS INC 6,970 7,924 954 1.54% $456.42K
MEDTRONIC PLC 15,881 17,266 1,385 1.29% $337.30K
LINDE PLC 3,610 3,843 233 1.28% $246.07K
UNION PACIFIC CORP 6,951 7,412 461 1.27% $210.77K
STRYKER CORP 3,531 4,458 927 1.20% $389.62K
S&P GLOBAL INC 2,885 3,101 216 1.19% $231.08K
DUKE ENERGY CORP NEW 11,870 12,767 897 1.13% $73.83K
O'REILLY AUTOMOTIVE INC 13,488 15,714 2,226 1.13% $272.61K
MOODYS CORP 2,742 2,958 216 1.11% $208.04K
PROLOGIS INC REIT 10,179 11,453 1,274 1.09% $232.19K
ILLINOIS TOOL WORKS INC 5,313 5,646 333 1.07% $179.13K
MOTOROLA SOLUTIONS INC 3,323 3,651 328 1.07% $118.18K
NASDAQ INC 14,056 15,152 1,096 1.07% $266.43K
PROGRESSIVE CORP OHIO 6,333 7,053 720 1.07% $162.43K
SERVICENOW INC 2,042 12,356 10,314 1.05% -$431.39K
BOSTON SCIENTIFIC CORP 13,920 15,355 1,435 1.05% $34.13K
INTUIT INC 2,405 2,781 376 1.01% -$217.96K
WASTE MANAGEMENT INC 5,420 6,080 660 0.98% $268.47K
SOUTHERN CO 13,819 14,965 1,146 0.97% $36.99K
CADENCE DESIGN SYSTEMS INC 3,912 4,455 543 0.96% -$4.67K
PALO ALTO NETWORKS INC 6,456 7,354 898 0.95% -$120.43K
AFLAC INC 11,014 11,405 391 0.92% $84.79K
AUTOZONE INC 262 341 79 0.92% $300.46K
ADV MICRO DEVICE 4,927 5,237 310 0.90% -$22.15K
AMERICAN ELECTRIC POWER CO INC 9,230 9,959 729 0.87% $82.84K
ECOLAB INC 3,826 4,154 328 0.85% $190.40K
REPUBLIC SVCS 4,871 5,328 457 0.83% $131.66K
CROWDSTRIKE HOLDINGS INC 2,162 2,465 303 0.79% -$85.92K
ROCKWELL AUTOMATION INC 2,434 2,534 100 0.78% $171.87K
HOULIHAN LOKEY I 4,072 6,303 2,231 0.77% $331.71K
FIFTH THIRD BANCORP 19,416 20,793 1,377 0.76% $236.13K
FORTINET INC 11,605 12,704 1,099 0.75% $29.31K
SHERWIN WILLIAMS CO 2,602 2,807 205 0.72% $97.94K
ARTHUR J GALLAGHAR AND CO 3,553 3,834 281 0.70% $69.65K
MSCI INC 1,426 1,534 108 0.68% $95.27K
ROPER TECHNOLOGIES INC 1,852 2,507 655 0.68% $104.40K
WORKDAY INC CL A 4,180 4,944 764 0.63% -$134.55K
CBRE GROUP INC - CL A 4,650 5,026 376 0.62% $147.28K
ZOETIS INC CL A 6,062 6,343 281 0.58% -$81.74K
SEMPRA ENERGY 8,268 8,865 597 0.56% $11.18K
MCCORMICK-N/V 11,646 12,430 784 0.56% $21.34K
ROYALTY PHARMA-A 18,278 18,341 63 0.56% $78.30K
DATADOG INC CL A 4,807 5,691 884 0.54% -$46.67K
CARGURUS INC CL A 20,611 22,380 1,769 0.53% $1.25K
GEN DIGITAL INC 26,508 30,081 3,573 0.53% $22.89K
FASTENAL CO 15,462 16,489 1,027 0.52% $78.70K
APTIV PLC 4,091 8,822 4,731 0.49% $336.49K
AMERICAN TOWER CORP 2,761 3,252 491 0.42% $88.85K
AIR PRODUCTS and CHEMICALS INC 1,933 2,117 184 0.42% $107.96K
QUANTA SVCS INC 1,083 1,155 72 0.40% $61.79K
EXPEDITORS INTL OF WASH INC 3,260 3,385 125 0.40% $146.03K
ZSCALER INC 2,129 2,548 419 0.37% -$195.37K
VEEVA SYSTEMS-A 2,176 2,464 288 0.37% -$131.19K
IDEXX LABS INC 312 717 405 0.35% $284.31K
XYLEM INC 3,272 3,482 210 0.35% -$13.52K
TYLER TECHNOLOGIES INC 396 1,223 827 0.33% $263.18K
SOFI TECHNOLOGIES INC A 18,506 19,789 1,283 0.33% -$97.87K
NRG ENERGY INC 2,802 2,943 141 0.33% -$32.36K
CHENIERE ENERGY INC 1,978 2,081 103 0.32% $20.84K
DOCUSIGN INC 7,265 8,342 1,077 0.32% -$93.07K
NETAPP INC 3,705 4,484 779 0.31% -$4.34K
MGIC INVT CORP 15,219 15,841 622 0.31% $9.13K
MONGODB INC CL A 916 1,082 166 0.29% $72.18K
DR HORTON INC 1,575 2,647 1,072 0.29% $159.18K
DECKERS OUTDOOR CORP 3,196 3,259 63 0.28% $128.46K
WILLIAMS COS INC 5,495 5,778 283 0.28% $70.63K
UNITED RENTALS INC 385 486 101 0.28% $44.68K
EDWARDS LIFESCIENCES CORP 3,165 4,603 1,438 0.27% $113.55K
GUIDEWIRE SOFTWARE INC 1,888 2,415 527 0.25% -$101.18K
CONSTELLATION ENERGY CORP 1,000 1,172 172 0.24% -$48.04K
ALNYLAM PHARMACEUTICALS INC 862 934 72 0.23% -$77.36K
OKTA INC CL A 3,262 3,661 399 0.23% $10.71K
AXON ENTERPRISE INC 472 634 162 0.22% -$39.02K
PROCORE TECHNOLOGIES INC 4,606 5,330 724 0.22% -$38.92K
GARMIN LTD 1,360 1,488 128 0.22% $9.08K
MANHATTAN ASSOCIATES INC 1,702 1,949 247 0.21% -$15.56K
DYNATRACE INC 6,230 7,652 1,422 0.21% -$23.59K
RB GLOBAL INC 2,255 2,473 218 0.20% $57.12K
TOAST INC-A 9,018 9,021 3 0.20% -$45.27K
INTL PAPER CO 6,459 6,845 386 0.20% $26.41K
INSMED INC 538 1,710 1,172 0.20% $166.24K
HUBSPOT INC 741 937 196 0.19% -$102.15K
CHEWY INC- CL A 7,461 8,043 582 0.17% -$17.45K
NUTANIX INC CL A 4,398 5,883 1,485 0.17% -$81.94K
SHOPIFY INC CL A 1,669 1,728 59 0.17% -$63.41K
CANADIAN PACIFIC KANSAS CITY LTD 2,889 2,944 55 0.16% $10.99K
PPG INDUSTRIES INC 1,773 1,863 90 0.16% $42.11K
CDW CORPORATION 1,440 1,537 97 0.14% -$35.23K
DOXIMITY INC-A 4,617 5,043 426 0.14% -$115.76K
VISTRA CORP 990 1,168 178 0.13% -$1.46K
RUBRIK INC-A 2,310 2,731 421 0.11% -$21.07K
GUARDANT HEALTH INC 1,057 1,274 217 0.11% $46.96K
BENTLEY SYSTEM-B 1,484 3,976 2,492 0.10% $64.21K
TRADEWEB MARKETS INC A 854 1,343 489 0.10% $48.42K
KLAVIYO INC-A 3,696 6,149 2,453 0.10% $40.47K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
BROADCOM INC 11,824 11,269 -555 2.72% -$637.09K
LILLY ELI and CO 2,392 2,070 -322 1.56% $82.94K
CATERPILLAR INC 3,942 3,021 -921 1.45% -$289.67K
AMERICAN EXPRESS CO 5,584 5,530 -54 1.42% -$66.82K
MICRON TECHNOLOGY INC 7,081 3,611 -3,470 1.09% -$86.38K
LAM RESEARCH CORP 13,170 6,267 -6,903 1.06% -$610.65K
AMGEN INC 4,498 4,176 -322 1.04% $85.35K
KLA CORP 1,292 862 -430 0.90% -$330.81K
NEXTERA ENERGY INC 13,914 13,154 -760 0.84% $23.64K
GE VERNOVA LLC 1,835 1,487 -348 0.79% $6.38K
ARISTA NETWORKS INC 12,896 6,719 -6,177 0.69% -$1.08M
INTUITIVE SURGICAL INC 1,818 1,803 -15 0.66% -$62.21K
FERGUSON ENTERPRISES INC 4,776 3,304 -1,472 0.61% -$352.71K
SS&C TECHNOLOGIE 13,737 9,158 -4,579 0.55% -$416.60K
HUNTINGTON BANCSHARES INC 73,565 42,301 -31,264 0.54% -$396.42K
TRANE TECHNOLOGI 3,305 1,750 -1,555 0.54% -$746.77K
SNOWFLAKE INC CL A 3,937 3,627 -310 0.51% -$383.28K
CIENA CORP 8,532 2,587 -5,945 0.47% -$968.96K
REGIONS FINANCIAL CORP 33,657 22,834 -10,823 0.47% -$163.73K
FLEX LTD 9,307 9,191 -116 0.42% -$2.47K
DELL TECHNOLOGIES INC CL C 7,989 4,525 -3,464 0.38% -$776.46K
SNAP-ON INCORPORATED 1,685 1,384 -301 0.37% -$58.71K
OTIS WORLDWIDE CORP 10,660 4,417 -6,243 0.27% -$611.52K
PAYCHEX INC 5,796 3,654 -2,142 0.27% -$301.47K
CREDO TECHNOLOGY 2,919 2,095 -824 0.19% -$285.20K
STEEL DYNAMICS INC 3,141 1,432 -1,709 0.19% -$235.36K
MAGNA INTL 20,008 4,249 -15,759 0.16% -$727.28K
CONOCOPHILLIPS 4,943 1,956 -2,987 0.15% -$235.36K
OLD DOMINION FRT 2,763 972 -1,791 0.12% -$219.63K
AerCap Holdings N.V. (Ireland) 3,332 1,069 -2,263 0.11% -$280.39K
CONFLUENT INC-A 6,718 4,523 -2,195 0.10% -$18.87K
VF CORP 35,925 6,933 -28,992 0.10% -$368.57K

No positions in this category.

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