ESSC Institutional Ownership
Eventide Small Cap ETF
1W: +0.1%
1M: -3.6%
3M: -7.6%
YTD: -5.7%
1Y: +172.6%
$29.06
+0.30 (+1.04%)
Weekly Expected Move ±1.8%
$28
$29
$29
$30
$30
Overview
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Institutional Ownership — ESSC
15
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
3
New Positions
7
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Strategic Equity Management | 395,159 | 11M | -18,677 | -4.5% | 3Q | SEC ↗ |
| 2 | MONEYWISE, INC. | 190,897 | 6M | -2,903 | -1.5% | 3Q | SEC ↗ |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 140,189 | 4M | +28,204 | +25.2% | 3Q | SEC ↗ |
| 4 | PAX Financial Group, LLC | 48,329 | 1M | +201 | +0.4% | 3Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 38,563 | 1M | +230 | +0.6% | 2Q | SEC ↗ |
| 6 | EverSource Wealth Advisors, LLC | 14,318 | 416K | -5,575 | -28.0% | 3Q | SEC ↗ |
| 7 | First Heartland Consultants, Inc. | 13,924 | 405K | +309 | +2.3% | 3Q | SEC ↗ |
| 8 | Whitaker-Myers Wealth Managers, LTD. | 13,070 | 380K | +806 | +6.6% | 3Q | SEC ↗ |
| 9 | CreativeOne Wealth, LLC | 7,037 | 204K | -28,610 | -80.3% | 2Q | SEC ↗ |
| 10 | Values First Advisors, Inc. | 6,137 | 178K | +1,961 | +47.0% | 3Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,973 | 57K | +1,876 | +1934.0% | 2Q | SEC ↗ |
| 12 | UBS Group AG NEW | 1,331 | 39K | — | +0.0% | 1Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO NEW | 379 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 300 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 15 | 49 WEALTH MANAGEMENT, LLC | 0 | 0K | -13,190 | -100.0% | 1Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 0 | 0K | -88 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 1,331 | 39K |
| JPMORGAN CHASE & CO | 379 | 11K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 300 | 9K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 13,190 | 383K |
| BANK OF AMERICA CORP /DE | 88 | 3K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | +28,204 | +25.2% | 140,189 |
| Values First Advisors, Inc. | +1,961 | +47.0% | 6,137 |
| OSAIC HOLDINGS, INC. | +1,876 | +1934.0% | 1,973 |
| Whitaker-Myers Wealth Managers, LTD | +806 | +6.6% | 13,070 |
| First Heartland Consultants, Inc. | +309 | +2.3% | 13,924 |
| COMMONWEALTH EQUITY SERVICES, LLC | +230 | +0.6% | 38,563 |
| PAX Financial Group, LLC | +201 | +0.4% | 48,329 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | -28,610 | -80.3% | 7,037 |
| Strategic Equity Management | -18,677 | -4.5% | 395,159 |
| EverSource Wealth Advisors, LLC | -5,575 | -28.0% | 14,318 |
| MONEYWISE, INC. | -2,903 | -1.5% | 190,897 |