1. United States of America Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Eventide US Market ETF

Eventide US Market ETF

ESUM
Eventide US Market ETFUS flagNew York Stock Exchange Arca
26.71
USD
-0.25
(+1.44%)
125.27MMarket Cap
No data availableFinancial data will appear here once available

Capital Structure

FRC

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in mil. unless spec.
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Working Capital

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in mil. unless spec.
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Growth Rates

FRC

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in mil. unless spec.
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Quarterly Revenue

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in mil. unless spec.
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Quarterly Earnings Per Share

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in mil. unless spec.
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Quarterly Dividends Per Share

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in mil. unless spec.
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Company Description

APIChatGPT
CEO
Tyler Frugia
Sector
Financial Services
Industry
Asset Management
Address
One International Place, Suite 4210 Boston MA United States of America 2110
IPO Date
Dec 17, 2024
Website
strategyshares.com
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Business
Strategy Shares Eventide US Market ETF (ESUM) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing in U.S. equities selected through Eventide Asset Management LLC's proprietary Business 360 framework, which screens companies across more than 50 ethical issues and excludes those involved in gambling, pornography, tobacco, alcohol, or weapons production; the fund targets growth and value stocks across diversified sectors and market capitalizations within the Bloomberg U.S. 3000 Total Return Index range, with top holdings including NVIDIA Corp, Broadcom Inc, Home Depot Inc, Exxon Mobil Corp, and Eli Lilly & Co. Eventide Asset Management LLC serves as the investment adviser, employing fundamental, quantitative, and qualitative analysis for portfolio construction focused on companies creating value for stakeholders while managing risk through systematic diversification. The ETF trades on NYSE Arca, features an expense ratio of 0.39%, and maintains assets under management around $127 million. Launched in late 2023 by Strategy Shares, a sponsor founded by Jerry Szilagyi and David Miller to partner with institutional managers for ETF products, the fund operates primarily in the U.S. equity broad market segment targeting investors seeking values-aligned exposure with lower tracking error than traditional active strategies. In a recent major change effective September 1, 2025, the fund's ticker symbol shifted from EUSM to ESUM to better reflect its focus. Portfolio management is led by Chris Grogan, CFA, Director of Asset Allocation Services, and Tyler Frugia, Head of Portfolio Analytics, with Eventide headquartered in the U.S. and the ETF distributed by Foreside Fund Services, LLC.[eventide_url]