EVENTIDE SMALL CAP ETF (ESSC) Institutional Ownership Changes & 13F Activity
EVENTIDE SMALL CAP ETF (ESSC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creativeone Wealth, Llc, Wealth Enhancement Advisory Services, Llc, Strategic Equity Management, 49 Wealth Management, Llc, and Eversource Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +1,876 | +1934.0% | 1,973 | $62.72K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -28,610 | -80.3% | 7,037 | $223.74K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,331 | — | 1,331 | $42.32K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +379 | — | 379 | $11.93K | Q2 2026 | Aug 12, 2026 |
| Strategic Equity Management | Sell | -18,677 | -4.5% | 395,159 | $12.56M | Q2 2026 | Aug 10, 2026 |
| Pax Financial Group, Llc | Buy | +201 | +0.4% | 48,329 | $1.54M | Q2 2026 | Aug 05, 2026 |
| Values First Advisors, Inc. | Buy | +1,961 | +47.0% | 6,137 | $195.10K | Q2 2026 | Aug 04, 2026 |
| Commonwealth Equity Services, Llc | Buy | +230 | +0.6% | 38,563 | $1.23M | Q2 2026 | Jul 29, 2026 |
| Creative Financial Designs Inc | Buy | +300 | — | 300 | $9.54K | Q2 2026 | Jul 28, 2026 |
| Moneywise, Inc. | Sell | -2,903 | -1.5% | 190,897 | $6.07M | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +28,204 | +25.2% | 140,189 | $4.38M | Q2 2026 | Jul 15, 2026 |
| Whitaker-Myers Wealth Managers, Ltd. | Buy | +806 | +6.6% | 13,070 | $415.56K | Q2 2026 | Jul 09, 2026 |
| First Heartland Consultants, Inc. | Buy | +309 | +2.3% | 13,924 | $442.71K | Q2 2026 | Jul 08, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -11,337 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| 49 Wealth Management, Llc | Sell | -13,190 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
Frequently asked questions about ESSC activity
Which institutional owners are buying ESSC?
Institutional owners buying ESSC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ESSC activity?
"Buy" means an investor increased their reported position in ESSC compared to the prior reporting period. This reflects growing exposure to EVENTIDE SMALL CAP ETF (ESSC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ESSC increasing?
Institutional interest in ESSC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.