Eventide Small Cap ETFESSCETF
13F holders, Q4 2025 (December 31)9holders
$26.03avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Eventide Small Cap ETF (ESSC) in their 13F filings. The largest holders were Strategic Equity Management ($3.9M), Wealth Enhancement Advisory Services, LLC ($2.0M) and Moneywise, Inc. ($1.7M).
- Company
- Eventide Small Cap ETF
- Filed as
- STRATEGY SHS (Q4 2025)
- CUSIP
- 86280R134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.9M |
| Exits | 0 | $0 |
Ownership 9 holders
| Strategic Equity Management | 1.33% | New | 151,474 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 76,501 | $2.0M |
| Moneywise, Inc. | 0.70% | New | 64,798 | $1.7M |
| PAX Financial Group, LLC | 0.21% | New | 47,710 | $1.2M |
| First Heartland Consultants, Inc. | 0.03% | New | 13,086 | $339K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 11,270 | $292K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | New | 10,124 | $262K |
| Values First Advisors, Inc. | 0.06% | New | 4,188 | $108K |
| Bank of America Corp. | 0.00% | New | 88 | $2K |
"% of holder's portfolio" is ESSC's weight in each manager's 13F, not the share of Eventide Small Cap ETF the manager owns.