STRATEGY SHS EVENTIDE SMALL C is a security (CUSIP 86280R134) tracked across SEC portfolio filings. 13 institutional managers reported $26.8M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Strategic Equity Management | TUCSON, AZ | $10.8M | 413,836 |
| MONEYWISE, INC. | FOREST, VA | $6.1M | 190,897 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $4.4M | 140,189 |
| PAX Financial Group, LLC | SAN ANTONIO, TX | $1.5M | 48,329 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $1.2M | 38,563 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $933K | 35,647 |
| EverSource Wealth Advisors, LLC | BIRMINGHAM, AL | $455K | 14,318 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $443K | 13,924 |
| Whitaker-Myers Wealth Managers, LTD. | Mansfield, OH | $416K | 13,070 |
| 49 WEALTH MANAGEMENT, LLC | AUSTIN, TX | $345K | 13,190 |
| Values First Advisors, Inc. | JOHNSON CITY, TN | $195K | 6,137 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $10K | 300 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $3K | 97 |