ESSC STRATEGY SHS
FollowEVEN SMAL CA ETF (fund)
9 managers (9 13F filers) reported a position in ESSC shares at 2025-12-31, 379,239 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 9
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 379,239
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Strategic Equity Management | 151,474 | $3.92M | 1.33% | new | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 76,501 | $2.03M | <0.01% | new | 13F-HRTimeline |
| MONEYWISE, INC. | 64,798 | $1.68M | 0.7% | new | 13F-HRTimeline |
| PAX Financial Group, LLC | 47,710 | $1.24M | 0.21% | new | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 13,086 | $339K | 0.03% | new | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 11,270 | $292K | 0.01% | new | 13F-HRTimelineGroup |
| Whitaker-Myers Wealth Managers, LTD. | 10,124 | $262K | 0.05% | new | 13F-HRTimeline |
| Values First Advisors, Inc. | 4,188 | $108K | 0.06% | new | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 88 | $2.28K | <0.01% | new | 13F-HRTimelineGroup |