Who owns ELCV?
Eventide High Dividend ETF · Eventide
65 institutions reported holding ELCV, worth $205.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ELCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Financial Designs Inc. | Kokomo, IN | $39.9M | 1,213,511 | +864,679 shares |
| OneAscent Financial Services LLC | Birmingham, AL | $34.4M | 1,046,436 | +77,699 shares |
| Faithward Advisors, LLC | Lancaster, PA | $17.9M | 544,378 | −1,422 shares |
| Bare Financial Services, Inc | Gap, PA | $14.9M | 452,904 | +12,889 shares |
| LPL Financial LLC | Fort Mill, SC | $14.6M | 445,594 | +169,624 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $9.0M | 274,331 | +31,010 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $8.4M | 259,422 | +68,115 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.8M | 208,222 | +116,447 shares |
| O'Connor Financial Group LLC | Quincy, IL | $6.3M | 190,542 | −14,049 shares |
| LVZ, Inc. | Holland, MI | $5.0M | 152,464 | −290 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ELCV?
65 institutional managers reported holding ELCV in Form 13F filings for June 30, 2026, worth $205.1M in total. The largest reported position was held by Creative Financial Designs Inc., at $39.9M.
Did institutions buy or sell ELCV last quarter?
Reported 13F value rose 48.1% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ELCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.