Osaic Holdings
ESSC

Osaic Holdings’s Eventide Small Cap ETF ESSC Stock Holding History

Osaic Holdings’s Portfolio ESSC Stock Details ESSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.7K Buy
1,973
+1,876
+1,934% +$54.9K ﹤0.01% 5315
2026
Q1 		$2.54K Buy
+97
New +$2.61K ﹤0.01% 6959

Other funds holding ESSC

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

Osaic Holdings's ESSC Position: Q2 2026 in Review

Osaic Holdings increased its Eventide Small Cap ETF (ESSC) stake by 1,934% in Q2 2026, buying an estimated $54.9K and bringing the position to 1,973 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5315.

Osaic Holdings first reported a position in ESSC in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

  • Osaic Holdings held 1,973 shares of Eventide Small Cap ETF worth $62.7K as of Q2 2026.
  • Osaic Holdings bought 1,876 Eventide Small Cap ETF shares in Q2 2026, an estimated $54.9K.
  • Eventide Small Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5315 holding.
  • Osaic Holdings first reported a position in Eventide Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.