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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+6,230+30.4%26,713$878.06KQ2 2026Sep 23, 2026
Equitable Holdings, Inc.Sell-239-1.9%12,484$410.34KQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+67,042+125.4%120,518$3.94MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+12,780+145.4%21,569$708.97KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+12,670—12,670$416.00KQ2 2026Aug 14, 2026
Gts Securities LlcSell-6,292-35.6%11,383$374.16KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,462+138.6%9,402$309.47KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-4,189-34.7%7,868$259.00KQ2 2026Aug 14, 2026
Cascades Capital Asset Management, LlcBuy+3,400—3,400$111.76KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+3,339+24.2%17,138$563.33KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,560—1,560$51.29KQ2 2026Aug 14, 2026
Betterment LlcBuy+831+7.4%12,085$397.00KQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcBuy+90+1.1%8,212$269.93KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcSell-248,229-97.5%6,242$205.18KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,620—1,620$53.25KQ2 2026Aug 13, 2026
Vanguard Advisers IncBuy+47—47$1.54KQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+102,047—102,047$3.35MQ2 2026Aug 12, 2026
Faithward Advisors, LlcSell-1,422-0.3%544,378$17.89MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+167+1.1%15,323$503.65KQ2 2026Aug 12, 2026
Oneascent Financial Services LlcBuy+77,699+8.0%1,046,436$34.40MQ2 2026Aug 11, 2026
Oneascent Wealth Management LlcBuy+31,010+12.7%274,331$9.02MQ2 2026Aug 11, 2026
Oneascent Family Office, LlcBuy+254+1.0%26,166$860.09KQ2 2026Aug 11, 2026
Strategic Equity ManagementBuy+8,366+11.3%82,380$2.71MQ2 2026Aug 10, 2026
Sound Financial Strategies Group, LlcBuy+414+0.8%51,323$1.69MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+169,624+61.5%445,594$14.65MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+107—107$3.51KQ2 2026Aug 07, 2026
Tulsa Wealth Advisors, IncBuy+2,914+10.8%29,913$983.24KQ2 2026Aug 06, 2026
Valmark Advisers, Inc.Buy+2,758+3.3%86,729$2.85MQ2 2026Aug 06, 2026
Pax Financial Group, LlcBuy+586+0.4%137,699$4.53MQ2 2026Aug 05, 2026
Mcadam, LlcBuy+16,403—16,403$539.17KQ2 2026Aug 04, 2026
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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.