Who owns ESSC?
Institutional ownership of East Stone Acquisition Corporation from Form 13F, Q2 2026
14 institutional managers reported holding East Stone Acquisition Corporation (ESSC) in Form 13F filings for Q2 2026, with 871,606 shares worth $27.6M. The largest reported holder was Strategic Equity Management. Managers that filed both quarters cut a net 33,358 shares (-3.7%). 3 opened new positions and 1 sold out.
- Funds holding
- 14
- Value held
- $27.6M
- New / sold out
- 3 / 1
- Net shares, same filers
- -3.7%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of ESSC
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Strategic Equity Management | $12.6M | 45.3% | 395,159 | Trimmed |
| Moneywise, Inc. | $6.1M | 21.9% | 190,897 | Trimmed |
| Wealth Enhancement Advisory Services, LLC | $4.4M | 16.1% | 140,189 | Added |
| PAX Financial Group, LLC | $1.5M | 5.5% | 48,329 | Added |
| Commonwealth Equity Services, LLC | $1.2M | 4.4% | 38,563 | Added |
| EverSource Wealth Advisors, LLC | $455K | 1.6% | 14,318 | Trimmed |
| First Heartland Consultants, Inc. | $443K | 1.6% | 13,924 | Added |
| Whitaker-Myers Wealth Managers, LTD. | $416K | 1.5% | 13,070 | Added |
| CreativeOne Wealth, LLC | $224K | 0.8% | 7,037 | Trimmed |
| Values First Advisors, Inc. | $195K | 0.7% | 6,137 | Added |
| Osaic Holdings, Inc. | $63K | 0.2% | 1,973 | Added |
| UBS Group AG | $42K | 0.2% | 1,331 | New |
| JPMorgan Chase & Co | $12K | 0.0% | 379 | New |
| Creative Financial Designs Inc | $10K | 0.0% | 300 | New |
Share of 13F holdings is each fund's shares as a share of the 871,606 ESSC shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Wealth Enhancement Advisory Services, LLC Added+$881K
- Values First Advisors, Inc. Added+$62K
- Osaic Holdings, Inc. Added+$60K
- UBS Group AG New+$42K
- Whitaker-Myers Wealth Managers, LTD. Added+$26K
- JPMorgan Chase & Co New+$12K
- First Heartland Consultants, Inc. Added+$10K
- Creative Financial Designs Inc New+$10K
- Commonwealth Equity Services, LLC Added+$7K
- PAX Financial Group, LLC Added+$6K
Biggest sellers in Q2 2026
- CreativeOne Wealth, LLC Trimmed-$910K
- Strategic Equity Management Trimmed-$594K
- 49 Wealth Management, LLC Sold out-$345K
- EverSource Wealth Advisors, LLC Trimmed-$177K
- Moneywise, Inc. Trimmed-$92K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $1.1M and sold $2.1M; 7 added and 4 trimmed.
Questions about ESSC ownership
- Who owns ESSC stock?
- 14 institutional investment managers reported ESSC positions in their Form 13F filings for Q2 2026, holding 871,606 shares worth $27.6M in total. Strategic Equity Management reported the largest position.
- Are funds buying or selling ESSC?
- In Q2 2026, 3 managers opened new ESSC positions, 7 added, 4 trimmed and 1 sold out. Managers that filed in both quarters sold a net 33,358 shares.
- How current is this ESSC institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to ESSC by CUSIP. Options are left out. ESSC news and filings · ESSC insider trades · Top funds