ESSC

Eventide Small Cap ETFETF
UnclassifiedUSCUSIP 86280R134◍ Confluence graph
Tracked 13F Holders
12
-3 QoQ
13F Value (tracked)
$27.4M
13F Moves · latest Q
4 added
2 trimmed
Recent Filings
8

Who owns ESSC?

12 tracked 13F filers

12 tracked 13F filers disclose a position in ESSC as of the latest SEC 13F filings, a combined $27.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Strategic Equity Management
$12.6M
395K
−4.5%
Reduced · −19K sh
Q2 2026
2MONEYWISE, INC.
$6.1M
191K
−1.5%
Reduced · −3K sh
Q2 2026
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$4.4M
140K
+25%
Added · +28K sh
Q2 2026
4PAX Financial Group, LLC
$1.5M
48K
+0.4%
Added · +201 sh
Q2 2026
5COMMONWEALTH EQUITY SERVICES, LLC
$1.0M
38K
+242%
Added · +27K sh
Q1 2026
6EverSource Wealth Advisors, LLC
$520K
20K
+77%
Added · +9K sh
Q1 2026
7First Heartland Consultants, Inc.
$443K
14K
+2.3%
Added · +309 sh
Q2 2026
8Whitaker-Myers Wealth Managers, LTD.
$416K
13K
+6.6%
Added · +806 sh
Q2 2026
9CreativeOne Wealth, LLC
$224K
7K
−80%
Reduced · −29K sh
Q2 2026
10Values First Advisors, Inc.
$195K
6K
+47%
Added · +2K sh
Q2 2026
11CREATIVE FINANCIAL DESIGNS INC /ADV
$10K
300
New
+300 sh
Q2 2026
12OSAIC HOLDINGS, INC.
$3K
97
New
+97 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ESSC being bought or sold by institutions?

Last quarter, 1 fund opened a new position in ESSC and 3 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Funds that own ESSC also own

CompanyCo-held byCombined value
EVENTIDE HIGH DIVIDEND ETFELCV6 funds$51.7M
INSPIRE 100 ETFBIBL6 funds$42.1M
EVENTIDE US MARKET ETFESUM6 funds$36.5M
NVIDIA CORPNVDA6 funds$33.5M
VANGUARD VALUE ETFVTV5 funds$132.4M
ISHARES CORE S&P 500 ETFIVV5 funds$105.0M
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$81.9M
INSPIRE 500 ETFPTL5 funds$77.3M
ISHARES S&P 500 GROWTH ETFIVW5 funds$57.5M
APPLE INCAAPL5 funds$57.3M
VANGUARD GROWTH ETFVUG5 funds$54.3M
ISHR CR UNVRSE USD BD ETF-UIIUSB5 funds$44.1M

Ranked by how many of ESSC's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

9 funds+0 since Q4 2025
0612Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $25.8M

Share classes

Class13F holdersValue held
HNDLmc95 funds$58.6M
SSUSFUND67 funds$460.2M
ELCVmc57 funds$182.2M
GOLYSTRATEGY SHS ETF42 funds$40.3M
ESUMmc35 funds$124.9M
ESIMmc14 funds$10.8M
ESSCthis pageEVENTIDE SMALL C12 funds$27.4M
ESLGmc12 funds$11.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

8 shown

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Connected entities for ESSC

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Ask your agent what changed in ESSC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ESSC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ESSC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ESSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.