Blue Trust 13F: New $3.4M Stake in Eventide US Market ETF (ESUM)

Blue Trust established a new position in Eventide US Market ETF ESUM, purchasing 112,911 shares during the period. According to a Form 13F filed with the SEC on October 15, 2026, the value of the holding reached $3.4 million.

What Changed in Blue Trust's Eventide US Market ETF Position

Blue Trust initiated its stake by acquiring 112,911 shares of the exchange-traded fund. Because this is a brand new position, it represents a fresh allocation for the trust. Institutional reports like Form 13F are backward-looking documents that reveal holdings at the close of the reporting quarter, meaning they may not capture trades made by the fund in the weeks since the filing period ended.

Eventide US Market ETF Stock Down 1.4%

Eventide US Market ETF recently traded around $30.13 as of October 16, 2026. The stock sits below its 50-day moving average of $30.77 and above its 200-day moving average of $28.97. Over the past year, shares have moved between a 52-week low of $25.46 and a 52-week high of $31.87. The fund carries a price-to-earnings ratio of roughly 25.01 and offers a dividend yield of about 1.0%.

About Eventide US Market ETF

Eventide US Market ETF invests primarily in equity securities of U.S. companies. Under normal market conditions, the fund puts at least 80% of its net assets into domestic equities across various market capitalizations, focusing on values aligned with its investment strategy benchmark.

Bottom Line

Investors tracking Blue Trust will need to wait for subsequent quarterly disclosures to see if the firm expands or trims this holding. Keep in mind that 13F filings only capture a snapshot in time from the end of the quarter and do not reflect current portfolio weightings.