EVENTIDE HIGH DIVIDEND ETF (ELCV) Institutional Ownership Changes & 13F Activity
EVENTIDE HIGH DIVIDEND ETF (ELCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creativeone Wealth, Llc, Lpl Financial Llc, Stifel Financial Corp, Oneascent Financial Services Llc, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +6,230 | +30.4% | 26,713 | $878.06K | Q2 2026 | Sep 23, 2026 |
| Equitable Holdings, Inc. | Sell | -239 | -1.9% | 12,484 | $410.34K | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +67,042 | +125.4% | 120,518 | $3.94M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +12,780 | +145.4% | 21,569 | $708.97K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +12,670 | — | 12,670 | $416.00K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -6,292 | -35.6% | 11,383 | $374.16K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,462 | +138.6% | 9,402 | $309.47K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -4,189 | -34.7% | 7,868 | $259.00K | Q2 2026 | Aug 14, 2026 |
| Cascades Capital Asset Management, Llc | Buy | +3,400 | — | 3,400 | $111.76K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +3,339 | +24.2% | 17,138 | $563.33K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,560 | — | 1,560 | $51.29K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +831 | +7.4% | 12,085 | $397.00K | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management Llc | Buy | +90 | +1.1% | 8,212 | $269.93K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -248,229 | -97.5% | 6,242 | $205.18K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,620 | — | 1,620 | $53.25K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +47 | — | 47 | $1.54K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +102,047 | — | 102,047 | $3.35M | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Sell | -1,422 | -0.3% | 544,378 | $17.89M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +167 | +1.1% | 15,323 | $503.65K | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Buy | +77,699 | +8.0% | 1,046,436 | $34.40M | Q2 2026 | Aug 11, 2026 |
| Oneascent Wealth Management Llc | Buy | +31,010 | +12.7% | 274,331 | $9.02M | Q2 2026 | Aug 11, 2026 |
| Oneascent Family Office, Llc | Buy | +254 | +1.0% | 26,166 | $860.09K | Q2 2026 | Aug 11, 2026 |
| Strategic Equity Management | Buy | +8,366 | +11.3% | 82,380 | $2.71M | Q2 2026 | Aug 10, 2026 |
| Sound Financial Strategies Group, Llc | Buy | +414 | +0.8% | 51,323 | $1.69M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +169,624 | +61.5% | 445,594 | $14.65M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +107 | — | 107 | $3.51K | Q2 2026 | Aug 07, 2026 |
| Tulsa Wealth Advisors, Inc | Buy | +2,914 | +10.8% | 29,913 | $983.24K | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | Buy | +2,758 | +3.3% | 86,729 | $2.85M | Q2 2026 | Aug 06, 2026 |
| Pax Financial Group, Llc | Buy | +586 | +0.4% | 137,699 | $4.53M | Q2 2026 | Aug 05, 2026 |
| Mcadam, Llc | Buy | +16,403 | — | 16,403 | $539.17K | Q2 2026 | Aug 04, 2026 |
Frequently asked questions about ELCV activity
Which institutional owners are buying ELCV?
Institutional owners buying ELCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ELCV activity?
"Buy" means an investor increased their reported position in ELCV compared to the prior reporting period. This reflects growing exposure to EVENTIDE HIGH DIVIDEND ETF (ELCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ELCV increasing?
Institutional interest in ELCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.