# STRATEGY SHS EVENTIDE SMALL C

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.

## Summary

- Issuer: STRATEGY SHS
- Class: EVENTIDE SMALL C
- CUSIP: 86280R134
- 13F holders: 13
- 13F value: $26.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Strategic Equity Management](https://search.stillhousedata.com/firm/112142) | TUCSON, AZ | $10.8M | 413,836 |
| MONEYWISE, INC. | FOREST, VA | $6.1M | 190,897 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $4.4M | 140,189 |
| [PAX Financial Group, LLC](https://search.stillhousedata.com/firm/284164) | SAN ANTONIO, TX | $1.5M | 48,329 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $1.2M | 38,563 |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $933K | 35,647 |
| [EverSource Wealth Advisors, LLC](https://search.stillhousedata.com/firm/286340) | BIRMINGHAM, AL | $455K | 14,318 |
| [First Heartland Consultants, Inc.](https://search.stillhousedata.com/firm/110377) | LAKE ST. LOUIS, MO | $443K | 13,924 |
| [Whitaker-Myers Wealth Managers, LTD.](https://search.stillhousedata.com/firm/286093) | Mansfield, OH | $416K | 13,070 |
| [49 WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/319484) | AUSTIN, TX | $345K | 13,190 |
| [Values First Advisors, Inc.](https://search.stillhousedata.com/firm/148532) | JOHNSON CITY, TN | $195K | 6,137 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $10K | 300 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $3K | 97 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/86280R134.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.