Eventide Small Cap ETF (ESSC)

CUSIP: 86280R134 | NYSE | 24 institutional holders

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Institutional Holders — Q3 2026

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Orgel Wealth Management, LLC203,660

0.1% of portfolio$5.8M

Strategic Equity Management169,016

4.2% of portfolio$4.8M

Wealth Enhancement Advisory Services, LLC164,934

0.0% of portfolio$4.7M

Blue Trust, Inc.57,589

0.0% of portfolio$1.6M

Commonwealth Equity Services, LLC39,339

0.0% of portfolio$1.1M

Values First Advisors, Inc.16,182

0.2% of portfolio$463.4K

EverSource Wealth Advisors, LLC14,328

0.0% of portfolio$410.3K

First Heartland Consultants, Inc.14,164

0.0% of portfolio$405.6K

Whitaker-Myers Wealth Managers, Ltd.12,959

0.1% of portfolio$371.1K

Moneywise, Inc.12,047

0.3% of portfolio$345.0K

Creative Financial Designs Inc11,242

0.0% of portfolio$321.9K

Gradient Investments LLC10,729

0.0% of portfolio$307.3K

Cambridge Investment Research Advisors, Inc.8,746

0.0% of portfolio$250

Meriwether Wealth & Planning, LLC2,967

0.0% of portfolio$85.0K

Harbour Investments, Inc.387

0.0% of portfolio$11.1K

IFP Advisors, Inc200

0.0% of portfolio$5.7K

Farther Finance Advisors, LLC73

0.0% of portfolio$2.1K

				Style	Turnover	Location	Filed
Orgel Wealth Management, LLC	203,660	$5.8M	0.1%	ETF	Medium	Altoona, WI	2026-10-14
Strategic Equity Management	169,016	$4.8M	4.2%	ETF	High	Tucson, AZ	2026-11-04
Wealth Enhancement Advisory Services, LLC	164,934	$4.7M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Blue Trust, Inc.	57,589	$1.6M	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Commonwealth Equity Services, LLC	39,339	$1.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Values First Advisors, Inc.	16,182	$463.4K	0.2%	Core	Medium	Johnson City, TN	2026-10-23
EverSource Wealth Advisors, LLC	14,328	$410.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
First Heartland Consultants, Inc.	14,164	$405.6K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Whitaker-Myers Wealth Managers, Ltd.	12,959	$371.1K	0.1%	ETF	Medium	Mansfield, OH	2026-10-09
Moneywise, Inc.	12,047	$345.0K	0.3%	ETF	Medium	Forest, VA	2026-10-30
Creative Financial Designs Inc	11,242	$321.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Gradient Investments LLC	10,729	$307.3K	0.0%	Core	Medium	Arden Hills, MN	2026-10-08
Cambridge Investment Research Advisors, Inc.	8,746	$250	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Meriwether Wealth & Planning, LLC	2,967	$85.0K	0.0%	ETF	Medium	Minden, LA	2026-10-13
Harbour Investments, Inc.	387	$11.1K	0.0%	ETF	Low	Madison, WI	2026-11-09
IFP Advisors, Inc	200	$5.7K	0.0%	Core	Low	Tampa, FL	2026-10-16
Farther Finance Advisors, LLC	73	$2.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08