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ESSC STRATEGY SHS

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EVEN SMAL CA ETF (fund)

14 managers (14 13F filers) reported a position in ESSC shares at 2026-06-30, 871,606 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
7
Reduced
4
Sold out
1
Shares held by filers
871,606

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Strategic Equity Management395,159$12.6M4.22%-18,67713F-HRTimeline
MONEYWISE, INC.190,897$6.07M2.26%-2,90313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…140,189$4.38M0.01%+28,20413F-HRTimeline
PAX Financial Group, LLC48,329$1.54M0.23%+20113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,563$1.23M<0.01%+23013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,318$455K0.02%-5,57513F-HRTimelineGroup
First Heartland Consultants, Inc.13,924$443K0.03%+30913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.13,070$416K0.07%+80613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,037$224K<0.01%-28,61013F-HRTimelineGroup
Values First Advisors, Inc.6,137$195K0.09%+1,96113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,973$62.7K<0.01%+1,87613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,331$42.3K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO379$11.9K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV300$9.54K<0.01%new13F-HRTimeline