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Eventide Small Cap ETF (ESSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Orgel Wealth Management, LLC
NEW
Shares203,660
Change+203,660
Value$5.8M
Filed 2026-10-14
Strategic Equity Management
DECREASED
Shares169,016 from 395,159
Change-226,143 (-57%)
Value$4.8M (-$7.7M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares164,934 from 140,189
Change+24,745 (+18%)
Value$4.7M (+$342.9K)
Filed 2026-10-13
Blue Trust, Inc.
NEW
Shares57,589
Change+57,589
Value$1.6M
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares39,339 from 38,563
Change+776 (+2%)
Value$1.1M (-$99.6K)
Filed 2026-11-02
Values First Advisors, Inc.
INCREASED
Shares16,182 from 6,137
Change+10,045 (+164%)
Value$463.4K (+$268.3K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares14,328 from 14,318
Change+10 (+0%)
Value$410.3K (-$44.9K)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares14,164 from 13,924
Change+240 (+2%)
Value$405.6K (-$37.1K)
Filed 2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares12,959 from 13,070
Change-111 (-1%)
Value$371.1K (-$44.5K)
Filed 2026-10-09
Moneywise, Inc.
DECREASED
Shares12,047 from 190,897
Change-178,850 (-94%)
Value$345.0K (-$5.7M)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares11,242 from 300
Change+10,942 (+3647%)
Value$321.9K (+$312.4K)
Filed 2026-11-04
Gradient Investments LLC
NEW
Shares10,729
Change+10,729
Value$307.3K
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW
Shares8,746
Change+8,746
Value$250
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
NEW
Shares2,967
Change+2,967
Value$85.0K
Filed 2026-10-13
Harbour Investments, Inc.
NEW
Shares387
Change+387
Value$11.1K
Filed 2026-11-09
IFP Advisors, Inc
NEW
Shares200
Change+200
Value$5.7K
Filed 2026-10-16
Farther Finance Advisors, LLC
NEW
Shares73
Change+73
Value$2.1K
Filed 2026-10-08
PAX Financial Group, LLC
N/A
Shares— from 48,329
Change-48,329 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 379
Change-379 (-100%)
Value—
Status
Orgel Wealth Management, LLC
NEW203,660—+203,660——$5.8M—2026-10-14
Strategic Equity Management
DECREASED169,016395,159-226,143-57%$12.6M$4.8M-$7.7M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED164,934140,189+24,745+18%$4.4M$4.7M+$342.9K2026-10-13
Blue Trust, Inc.
NEW57,589—+57,589——$1.6M—2026-10-15
Commonwealth Equity Services, LLC
INCREASED39,33938,563+776+2%$1.2M$1.1M-$99.6K2026-11-02
Values First Advisors, Inc.
INCREASED16,1826,137+10,045+164%$195.1K$463.4K+$268.3K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED14,32814,318+10+0%$455.2K$410.3K-$44.9K2026-11-04
First Heartland Consultants, Inc.
INCREASED14,16413,924+240+2%$442.7K$405.6K-$37.1K2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
DECREASED12,95913,070-111-1%$415.6K$371.1K-$44.5K2026-10-09
Moneywise, Inc.
DECREASED12,047190,897-178,850-94%$6.1M$345.0K-$5.7M2026-10-30
Creative Financial Designs Inc
INCREASED11,242300+10,942+3647%$9.5K$321.9K+$312.4K2026-11-04
Gradient Investments LLC
NEW10,729—+10,729——$307.3K—2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW8,746—+8,746——$250—2026-11-02
Meriwether Wealth & Planning, LLC
NEW2,967—+2,967——$85.0K—2026-10-13
Harbour Investments, Inc.
NEW387—+387——$11.1K—2026-11-09
IFP Advisors, Inc
NEW200—+200——$5.7K—2026-10-16
Farther Finance Advisors, LLC
NEW73—+73——$2.1K—2026-10-08
PAX Financial Group, LLC
N/A—48,329-48,329-100%$1.5M———
CreativeOne Wealth, LLC
N/A—7,037-7,037-100%$223.7K———
Osaic Holdings, Inc.
N/A—1,973-1,973-100%$62.7K———
UBS Group AG
N/A—1,331-1,331-100%$42.3K———
JPMorgan Chase & Co
N/A—379-379-100%$11.9K———
Showing 22 of 22 institutions