Who owns ESSC?
Eventide Small Cap ETF · Eventide
14 institutions reported holding ESSC, worth $27.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ESSC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strategic Equity Management | Tucson, AZ | $12.6M | 395,159 | −18,677 shares |
| Moneywise, Inc. | Forest, VA | $6.1M | 190,897 | −2,903 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $4.4M | 140,189 | +28,204 shares |
| PAX Financial Group, LLC | San Antonio, TX | $1.5M | 48,329 | +201 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.2M | 38,563 | +230 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $455K | 14,318 | −5,575 shares |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | $443K | 13,924 | +309 shares |
| Whitaker-Myers Wealth Managers, LTD. | Mansfield, OH | $416K | 13,070 | +806 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $224K | 7,037 | −28,610 shares |
| Values First Advisors, Inc. | Johnson City, TN | $195K | 6,137 | +1,961 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ESSC?
14 institutional managers reported holding ESSC in Form 13F filings for June 30, 2026, worth $27.6M in total. The largest reported position was held by Strategic Equity Management, at $12.6M.
Did institutions buy or sell ESSC last quarter?
Reported 13F value rose 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ESSC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.