ESSC STRATEGY SHS
FollowEVEN SMAL CA ETF (fund)
12 managers (12 13F filers) reported a position in ESSC shares at 2026-03-31, 904,964 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 4
- Added
- 7
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 904,964
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 413,836 | $10.8M | 4.07% | +262,362 | 13F-HRTimeline |
| MONEYWISE, INC. | 193,800 | $5.07M | 2.21% | +129,002 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 111,985 | $2.96M | 0.01% | +35,484 | 13F-HRTimeline |
| PAX Financial Group, LLC | 48,128 | $1.26M | 0.21% | +418 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,333 | $1M | <0.01% | new | 13F-HRTimeline |
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 35,647 | $933K | 0.02% | new | 13F-HRTimelineGroup |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 19,893 | $520K | 0.02% | +8,623 | 13F-HR/ATimelineGroup |
| First Heartland Consultants, Inc. | 13,615 | $356K | 0.03% | +529 | 13F-HRTimeline |
| 49 WEALTH MANAGEMENT, LLC | 13,190 | $345K | 0.03% | new | 13F-HRTimeline |
| Whitaker-Myers Wealth Managers, LTD. | 12,264 | $321K | 0.06% | +2,140 | 13F-HRTimeline |
| Values First Advisors, Inc. | 4,176 | $109K | 0.06% | -12 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 97 | $2.54K | <0.01% | new | 13F-HRTimelineGroup |