SEM
ESSC

Strategic Equity Management’s Eventide Small Cap ETF ESSC Stock Holding History

Strategic Equity Management’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
Q1 		$10.8M Buy
413,836
+262,362
+173% +$7.05M 4.07% 10
2025
Q4 		$3.92M Buy
+151,474
New +$3.86M 1.33% 17

Other funds holding ESSC

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 $586M AUM 15.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

Strategic Equity Management's ESSC Position: Q1 2026 in Review

Strategic Equity Management increased its Eventide Small Cap ETF (ESSC) stake by 173% in Q1 2026, buying an estimated $7.05M and bringing the position to 413,836 shares worth $10.8M. The position accounts for 4.07% of the portfolio, ranked #10.

Strategic Equity Management first reported a position in ESSC in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ESSC as of Q1 2026.

  • Strategic Equity Management held 413,836 shares of Eventide Small Cap ETF worth $10.8M as of Q1 2026.
  • Strategic Equity Management bought 262,362 Eventide Small Cap ETF shares in Q1 2026, an estimated $7.05M.
  • Eventide Small Cap ETF made up 4.07% of Strategic Equity Management's portfolio in Q1 2026, its #10 holding.
  • Strategic Equity Management first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.