Who owns Eventide Small Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ESSC from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 14 institutions disclosed 869,512 shares of Eventide Small Cap ETF worth $27.6M — about 75.6% of shares outstanding; the largest disclosed holder is Strategic Equity Management. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$27.6M
value, 2026 filers
75.6%
of shares outstanding (869,512 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ESSC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Strategic Equity Management | 395,159 | $12.6M | 4.2% | 34.4% | -4.5% |
| 2 | MONEYWISE, INC. | 190,897 | $6.1M | 2.3% | 16.6% | -1.5% |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 140,189 | $4.4M | 0.0% | 12.2% | +25.2% |
| 4 | PAX Financial Group, LLC | 48,329 | $1.5M | 0.2% | 4.2% | +0.4% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 38,563 | $1.2M | 0.0% | 3.4% | +0.6% |
| 6 | EverSource Wealth Advisors, LLC | 14,318 | $455,239 | 0.0% | 1.2% | +26.3% |
| 7 | First Heartland Consultants, Inc. | 13,924 | $442,712 | 0.0% | 1.2% | +2.3% |
| 8 | Whitaker-Myers Wealth Managers, LTD. | 13,070 | $415,559 | 0.1% | 1.1% | +6.6% |
| 9 | CreativeOne Wealth, LLC | 7,037 | $223,741 | 0.0% | 0.6% | -80.3% |
| 10 | Values First Advisors, Inc. | 4,043 | $195,101 | 0.1% | 0.4% | -3.2% |
| 11 | OSAIC HOLDINGS, INC. | 1,973 | $62,716 | 0.0% | 0.2% | +1934.0% |
| 12 | UBS Group AGNEW | 1,331 | $42,319 | 0.0% | 0.1% | new |
| 13 | JPMORGAN CHASE & CONEW | 379 | $11,929 | 0.0% | 0% | new |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADVNEW | 300 | $9,538 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.