ESSC Institutional Ownership & Shareholders
EVENTIDE SMALL CAP ETF (ESSC) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Strategic Equity Management is currently the largest disclosed institutional shareholder of ESSC tracked by InsiderSet, reporting ownership valued at approximately $12.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.40M, representing an estimated loss of -9.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed ESSC value among the investors covered in this analysis. Major shareholders include Strategic Equity Management, Orgel Wealth Management, Llc, Wealth Enhancement Advisory Services, Llc, and several other long-term asset managers with concentrated positions in EVENTIDE SMALL CAP ETF (ESSC).
This page ranks the largest institutional ESSC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$29.87M
Largest Holder
Strategic Equity Management
Largest Position
$12.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strategic Equity Management | 4.22% | 395,159 | $12,564,035 | $11,399,191 | -$1,164,844 | -9.27% | |
| Orgel Wealth Management, Llc | 0.11% | 203,660 | $5,832,212 | $5,875,000 | +$42,788 | +0.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 164,934 | $4,722,069 | $4,757,868 | +$35,799 | +0.76% | |
| Blue Trust, Inc. | 0.02% | 57,589 | $1,649,177 | $1,661,276 | +$12,099 | +0.73% | |
| Pax Financial Group, Llc | 0.23% | 48,329 | $1,536,611 | $1,394,151 | -$142,460 | -9.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,563 | $1,226,110 | $1,112,431 | -$113,679 | -9.27% | |
| Values First Advisors, Inc. | 0.22% | 16,182 | $463,410 | $466,804 | +$3,394 | +0.73% | |
| First Heartland Consultants, Inc. | 0.03% | 14,164 | $405,615 | $408,590 | +$2,975 | +0.73% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.06% | 12,959 | $371,101 | $373,830 | +$2,729 | +0.74% | |
| Moneywise, Inc. | 0.33% | 12,047 | $344,990 | $347,521 | +$2,531 | +0.73% | |
| Gradient Investments Llc | 0.00% | 10,729 | $307,251 | $309,501 | +$2,250 | +0.73% | |
| Creativeone Wealth, Llc | 0.00% | 7,037 | $223,741 | $202,997 | -$20,744 | -9.27% | |
| Meriwether Wealth & Planning, Llc | 0.04% | 2,967 | $84,966 | $85,589 | +$623 | +0.73% | |
| Osaic Holdings, Inc. | 0.00% | 1,973 | $62,716 | $56,915 | -$5,801 | -9.25% | |
| Ubs Group Ag | 0.00% | 1,331 | $42,319 | $38,395 | -$3,924 | -9.27% | |
| Jpmorgan Chase & Co | 0.00% | 379 | $11,929 | $10,933 | -$996 | -8.35% | |
| Creative Financial Designs Inc | 0.00% | 300 | $9,538 | $8,654 | -$884 | -9.27% | |
| Ifp Advisors, Inc | 0.00% | 200 | $5,727 | $5,769 | +$42 | +0.74% | |
| Farther Finance Advisors, Llc | 0.00% | 73 | $2,093 | $2,106 | +$13 | +0.61% |
Frequently asked questions about ESSC
Who are the largest institutional holders of ESSC?
The largest institutional holders of ESSC reported in the latest SEC Form 13F filings include Strategic Equity Management, Orgel Wealth Management, Llc, Wealth Enhancement Advisory Services, Llc, Blue Trust, Inc., and Pax Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported ESSC position.
What is ESSC institutional ownership?
This page tracks ESSC positions reported by institutional investment managers through SEC Form 13F. EVENTIDE SMALL CAP ETF (ESSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESSC?
InsiderSet currently tracks 19 institutional managers reporting ESSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESSC shareholders.
How much ESSC stock do institutions own?
Institutional investment managers disclosed approximately $29.87M in ESSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESSC institutional ownership last updated?
The latest ESSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESSC position after the reporting date.
Are institutions buying or selling ESSC?
Institutional buying and selling can be analyzed by comparing ESSC positions across consecutive 13F reporting periods. InsiderSet's ESSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESSC ownership changes.
How has ESSC institutional ownership changed over time?
InsiderSet tracks ESSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.