EVENTIDE HIGH DIVIDEND ETF (ELCV) Institutional Shareholders
EVENTIDE HIGH DIVIDEND ETF (ELCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $193.81M in ELCV holdings during the latest filing period.
Creative Financial Designs Inc is currently the largest disclosed institutional shareholder of ELCV tracked by InsiderSet, reporting ownership valued at approximately $39.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $37.24M, representing an estimated loss of -6.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed ELCV value among the investors covered in this analysis. Major shareholders include Creative Financial Designs Inc, Oneascent Financial Services Llc, Faithward Advisors, Llc, and several other long-term asset managers with concentrated positions in EVENTIDE HIGH DIVIDEND ETF (ELCV).
This page ranks the largest institutional ELCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$193.81M
Largest Holder
Creative Financial Designs Inc
Largest Position
$39.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Financial Designs Inc | 1.90% | 1,213,511 | $39,888,113 | $37,242,653 | -$2,645,460 | -6.63% | |
| Oneascent Financial Services Llc | 1.64% | 1,046,436 | $34,396,359 | $32,115,121 | -$2,281,238 | -6.63% | |
| Faithward Advisors, Llc | 2.18% | 544,378 | $17,893,718 | $16,706,961 | -$1,186,757 | -6.63% | |
| Lpl Financial Llc | 0.00% | 445,594 | $14,646,667 | $13,675,280 | -$971,387 | -6.63% | |
| Bare Financial Services, Inc | 3.37% | 440,015 | $12,760,436 | $13,504,060 | +$743,624 | +5.83% | |
| Oneascent Wealth Management Llc | 2.69% | 274,331 | $9,017,265 | $8,419,218 | -$598,047 | -6.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 259,422 | $8,374,144 | $7,961,661 | -$412,483 | -4.93% | |
| O'Connor Financial Group Llc | 2.22% | 190,542 | $6,263,115 | $5,847,734 | -$415,381 | -6.63% | |
| Lvz, Inc. | 0.51% | 152,464 | $5,011,480 | $4,679,120 | -$332,360 | -6.63% | |
| Pax Financial Group, Llc | 0.67% | 137,699 | $4,526,151 | $4,225,982 | -$300,169 | -6.63% | |
| Jones Financial Companies Lllp | 0.00% | 120,518 | $3,939,733 | $3,698,697 | -$241,036 | -6.12% | |
| Stifel Financial Corp | 0.00% | 102,047 | $3,354,288 | $3,131,822 | -$222,466 | -6.63% | |
| Valmark Advisers, Inc. | 0.03% | 86,729 | $2,850,782 | $2,661,713 | -$189,069 | -6.63% | |
| Strategic Equity Management | 0.91% | 82,380 | $2,707,833 | $2,528,242 | -$179,591 | -6.63% | |
| Atria Investments, Inc | 0.03% | 81,688 | $2,685,092 | $2,507,005 | -$178,087 | -6.63% | |
| Summit Wealth Group Llc / Co | 0.22% | 80,829 | $2,656,849 | $2,480,642 | -$176,207 | -6.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 72,623 | $2,387,120 | $2,228,800 | -$158,320 | -6.63% | |
| Moneywise, Inc. | 0.77% | 62,607 | $2,057,902 | $1,921,409 | -$136,493 | -6.63% | |
| Sound Financial Strategies Group, Llc | 1.07% | 51,323 | $1,686,987 | $1,575,103 | -$111,884 | -6.63% | |
| First Heartland Consultants, Inc. | 0.10% | 48,116 | $1,581,573 | $1,476,680 | -$104,893 | -6.63% | |
| Sageoak Financial, Llc | 0.65% | 30,128 | $990,318 | $924,628 | -$65,690 | -6.63% | |
| Tulsa Wealth Advisors, Inc | 0.14% | 29,913 | $983,240 | $918,030 | -$65,210 | -6.63% | |
| Values First Advisors, Inc. | 0.43% | 28,627 | $941,012 | $878,563 | -$62,449 | -6.64% | |
| Envestnet Asset Management Inc | 0.00% | 26,713 | $878,062 | $819,822 | -$58,240 | -6.63% | |
| Oneascent Family Office, Llc | 0.43% | 26,166 | $860,089 | $803,035 | -$57,054 | -6.63% | |
| Merit Financial Group, Llc | 0.00% | 23,067 | $758,220 | $707,926 | -$50,294 | -6.63% | |
| Discipline Wealth Solutions, Llc | 0.07% | 22,952 | $754,432 | $704,397 | -$50,035 | -6.63% | |
| Ifp Advisors, Inc | 0.01% | 22,170 | $728,728 | $680,397 | -$48,331 | -6.63% | |
| Raymond James Financial Inc | 0.00% | 21,569 | $708,973 | $661,953 | -$47,020 | -6.63% | |
| Foundations Investment Advisors, Llc | 0.01% | 17,138 | $563,326 | $525,965 | -$37,361 | -6.63% | |
| Mcadam, Llc | 0.02% | 16,403 | $539,167 | $503,408 | -$35,759 | -6.63% | |
| Harbour Investments, Inc. | 0.01% | 15,323 | $503,653 | $470,263 | -$33,390 | -6.63% | |
| Kestra Advisory Services, Llc | 0.00% | 12,874 | $423,170 | $395,103 | -$28,067 | -6.63% | |
| Natixis Advisors, Llc | 0.00% | 12,670 | $416,000 | $388,842 | -$27,158 | -6.53% | |
| Cornerstone Wealth Management, Llc | 0.02% | 12,613 | $414,592 | $387,093 | -$27,499 | -6.63% | |
| Equitable Holdings, Inc. | 0.00% | 12,484 | $410,342 | $383,134 | -$27,208 | -6.63% | |
| Betterment Llc | 0.00% | 12,085 | $397,000 | $370,889 | -$26,111 | -6.58% | |
| Security Financial Services, Inc. | 0.05% | 11,622 | $382,015 | $356,679 | -$25,336 | -6.63% | |
| Gts Securities Llc | 0.01% | 11,383 | $374,159 | $349,344 | -$24,815 | -6.63% | |
| Clarity Asset Management, Inc. | 0.17% | 10,402 | $341,914 | $319,237 | -$22,677 | -6.63% | |
| Bedel Financial Consulting, Inc. | 0.03% | 10,014 | $329,160 | $307,330 | -$21,830 | -6.63% | |
| Osaic Holdings, Inc. | 0.00% | 9,402 | $309,474 | $288,547 | -$20,927 | -6.76% | |
| Schwallier Wealth Management Llc | 0.17% | 8,212 | $269,927 | $252,026 | -$17,901 | -6.63% | |
| Royal Bank Of Canada | 0.00% | 7,868 | $259,000 | $241,469 | -$17,531 | -6.77% | |
| Plan A Wealth Llc | 0.11% | 7,583 | $249,253 | $232,722 | -$16,531 | -6.63% | |
| Cyndeo Wealth Partners, Llc | 0.01% | 6,927 | $227,690 | $212,590 | -$15,100 | -6.63% | |
| Farther Finance Advisors, Llc | 0.00% | 6,260 | $205,765 | $192,119 | -$13,646 | -6.63% | |
| Creativeone Wealth, Llc | 0.00% | 6,242 | $205,175 | $191,567 | -$13,608 | -6.63% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.03% | 6,235 | $204,945 | $191,352 | -$13,593 | -6.63% | |
| Cascades Capital Asset Management, Llc | 0.04% | 3,400 | $111,758 | $104,346 | -$7,412 | -6.63% |
Frequently asked questions about ELCV
Who owns the most ELCV stock?
The largest holders of ELCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EVENTIDE HIGH DIVIDEND ETF (ELCV).
Is ELCV widely held by superinvestors?
Many widely followed stocks like ELCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ELCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.