EVENTIDE HIGH DIVIDEND ETF ELCV
$32.05
-0.4% 52w: $24.22 – $32.87
Latest 13F among current holders filed 39 days ago (May 27, 2026)
Price — last 12 months
research preview data24.2228.5432.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
51
+0 QoQ
13F value
$138.5M
+5.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ELCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | Wealth advisor | 968.7K | $28.1M | 1.5% | -9.6% |
| Faithward Advisors, LLC | Other | 545.8K | $15.8M | 2.3% | +1.4% |
| Bare Financial Services, Inc | Wealth advisor | 440.0K | $12.8M | 3.4% | +6.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 348.8K | $10.1M | 0.6% | -38.0% |
| LPL Financial LLC | Bank broker | 276.0K | $8.0M | 0.0% | +11.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 254.5K | $7.4M | 0.2% | New |
| OneAscent Wealth Management LLC | Wealth advisor | 243.3K | $7.1M | 2.3% | -14.2% |
| O'Connor Financial Group LLC | Wealth advisor | 204.6K | $5.9M | 2.4% | -1.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 191.3K | $5.6M | 0.0% | -51.5% |
| LVZ, Inc. | Wealth advisor | 152.8K | $4.4M | 0.5% | -3.6% |
| PAX Financial Group, LLC | Wealth advisor | 137.1K | $4.0M | 0.7% | -0.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 91.8K | $2.7M | 0.0% | +19.4% |
| Atria Investments, Inc | Wealth advisor | 85.7K | $2.5M | 0.0% | -9.7% |
| Valmark Advisers, Inc. | Wealth advisor | 84.0K | $2.4M | 0.0% | +6.2% |
| Strategic Equity Management | Wealth advisor | 74.0K | $2.1M | 0.8% | +7.0% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 61.0K | $1.8M | 0.1% | +66.9% |
| MONEYWISE, INC. | Wealth advisor | 57.7K | $1.7M | 0.7% | +5.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 53.5K | $1.5M | 0.0% | +200.4% |
| Sound Financial Strategies Group, LLC | Wealth advisor | 50.9K | $1.5M | 1.0% | +19.2% |
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 40.4K | $1.2M | 0.1% | -3.3% |
| First Heartland Consultants, Inc. | Wealth advisor | 37.8K | $1.1M | 0.1% | -0.9% |
| SageOak Financial, LLC | Wealth advisor | 31.9K | $925K | 0.7% | -1.3% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 27.7K | $803K | 0.1% | New |
| Tulsa Wealth Advisors, INC | Wealth advisor | 27.0K | $783K | 0.1% | New |
| OneAscent Family Office, LLC | Wealth advisor | 25.9K | $751K | 0.5% | -16.3% |
| IFP Advisors, Inc | Wealth advisor | 22.2K | $644K | 0.0% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 21.9K | $635K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 20.5K | $594K | 0.0% | +36.7% |
| Merit Financial Group, LLC | Wealth advisor | 19.0K | $551K | 0.0% | +2.4% |
| GTS SECURITIES LLC | Market maker | 17.7K | $513K | 0.0% | -34.1% |
| Values First Advisors, Inc. | Other | 15.3K | $442K | 0.2% | +16.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 15.2K | $440K | 0.0% | +6215.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 13.8K | $400K | 0.0% | +18.1% |
| ROYAL BANK OF CANADA | Bank broker | 12.1K | $350K | 0.0% | -53.8% |
| Equitable Holdings, Inc. | Wealth advisor | 12.7K | $338K | 0.0% | +3.1% |
| Betterment LLC | Wealth advisor | 11.3K | $326K | 0.0% | -3.0% |
| Security Financial Services, INC. | Wealth advisor | 11.2K | $324K | 0.1% | +5.6% |
| Bedel Financial Consulting, Inc. | Other | 10.3K | $299K | 0.0% | +20.7% |
| HighTower Advisors, LLC | Diversified mechanical | 10.1K | $293K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.8K | $255K | 0.0% | New |
| Cornerstone Wealth Management, LLC | Wealth advisor | 8.8K | $254K | 0.0% | +0.9% |
| Schwallier Wealth Management LLC | Wealth advisor | 8.1K | $236K | 0.2% | New |
| Plan A Wealth LLC | Wealth advisor | 8.1K | $235K | 0.1% | +2.8% |
| Clarity Asset Management, Inc. | Wealth advisor | 5.4K | $158K | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.9K | $114K | 0.0% | -4.1% |
| Blue Trust, Inc. | Wealth advisor | 3.1K | $90K | 0.0% | +2.2% |
| CX Institutional | Wealth advisor | 2.9K | $85K | 0.0% | -69.0% |
| AdvisorNet Financial, Inc | Wealth advisor | 1.1K | $31K | 0.0% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 698 | $20K | 0.0% | -28.1% |
| ASSETMARK, INC | Wealth advisor | 311 | $9K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.