Strategy (ESSC): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow ESSC for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 14

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$31.79

+21.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of ESSC (all 13F filers)

Strategic Equity Management395 KType not verified−19 K
Moneywise191 KType not verified−2,903
Wealth Enhancement Advisory Services140 KWealth adviser+28 K
PAX Financial Group48 KType not verified+201
Commonwealth Equity Services39 KWealth adviser+230
EverSource Wealth Advisors14 KWealth adviser−5,575
First Heartland Consultants14 KType not verified+309
Whitaker-Myers Wealth Managers13 KWealth adviser+806
CreativeOne Wealth7,037Wealth adviser−29 K
Values First Advisors6,137Type not verified+1,961

Filer	Type
Strategic Equity Management	Type not verified	395 K	−19 K	$12.6M
Moneywise	Type not verified	191 K	−2,903	$6.1M
Wealth Enhancement Advisory Services	Wealth adviser	140 K	+28 K	$4.4M
PAX Financial Group	Type not verified	48 K	+201	$1.5M
Commonwealth Equity Services	Wealth adviser	39 K	+230	$1.2M
EverSource Wealth Advisors	Wealth adviser	14 K	−5,575	$455K
First Heartland Consultants	Type not verified	14 K	+309	$443K
Whitaker-Myers Wealth Managers	Wealth adviser	13 K	+806	$416K
CreativeOne Wealth	Wealth adviser	7,037	−29 K	$224K
Values First Advisors	Type not verified	6,137	+1,961	$195K

Strategic Equity Management
Shares
395 K
Change
−19 K
See more
Type
Type not verified
Value
$12.6M
Moneywise
Shares
191 K
Change
−2,903
See more
Type
Type not verified
Value
$6.1M
Wealth Enhancement Advisory Services
Shares
140 K
Change
+28 K
See more
Type
Wealth adviser
Value
$4.4M
PAX Financial Group
Shares
48 K
Change
+201
See more
Type
Type not verified
Value
$1.5M
Commonwealth Equity Services
Shares
39 K
Change
+230
See more
Type
Wealth adviser
Value
$1.2M
EverSource Wealth Advisors
Shares
14 K
Change
−5,575
See more
Type
Wealth adviser
Value
$455K
First Heartland Consultants
Shares
14 K
Change
+309
See more
Type
Type not verified
Value
$443K
Whitaker-Myers Wealth Managers
Shares
13 K
Change
+806
See more
Type
Wealth adviser
Value
$416K
CreativeOne Wealth
Shares
7,037
Change
−29 K
See more
Type
Wealth adviser
Value
$224K
Values First Advisors
Shares
6,137
Change
+1,961
See more
Type
Type not verified
Value
$195K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗