Who owns Eventide High Dividend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ELCV from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 65 institutions disclosed 6.1M shares of Eventide High Dividend ETF worth $201.7M — about 113.4% of shares outstanding; the largest disclosed holder is CREATIVE FINANCIAL DESIGNS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
65
13F holders
$201.7M
value, 2026 filers
113.4%
of shares outstanding (6.1M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ELCV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1.2M | $39.9M | 1.9% | 22.4% | +247.9% |
| 2 | OneAscent Financial Services LLC | 1.0M | $34.4M | 1.6% | 19.3% | +8.0% |
| 3 | Faithward Advisors, LLC | 544,378 | $17.9M | 2.2% | 10.1% | -0.3% |
| 4 | Bare Financial Services, Inc | 452,904 | $14.9M | 3.4% | 8.4% | +2.9% |
| 5 | LPL Financial LLC | 445,594 | $14.6M | 0.0% | 8.2% | +61.5% |
| 6 | OneAscent Wealth Management LLC | 274,331 | $9.0M | 2.7% | 5.1% | +12.7% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 259,422 | $8.4M | 0.0% | 4.8% | +35.6% |
| 8 | O'Connor Financial Group LLC | 190,542 | $6.3M | 2.2% | 3.5% | -6.9% |
| 9 | LVZ, Inc. | 152,464 | $5.0M | 0.5% | 2.8% | -0.2% |
| 10 | PAX Financial Group, LLC | 137,699 | $4.5M | 0.7% | 2.5% | +0.4% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 120,518 | $3.9M | 0.0% | 2.2% | +125.4% |
| 12 | Cambridge Investment Research Advisors, Inc. | 104,111 | $3.4M | 0.0% | 1.9% | +13.4% |
| 13 | STIFEL FINANCIAL CORPNEW | 102,047 | $3.4M | 0.0% | 1.9% | new |
| 14 | Valmark Advisers, Inc. | 86,729 | $2.9M | 0.0% | 1.6% | +3.3% |
| 15 | Strategic Equity Management | 82,380 | $2.7M | 0.9% | 1.5% | +11.3% |
| 16 | Atria Investments, Inc | 81,688 | $2.7M | 0.0% | 1.5% | -4.7% |
| 17 | SUMMIT WEALTH GROUP LLC / CONEW | 80,829 | $2.7M | 0.2% | 1.5% | new |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 72,623 | $2.4M | 0.0% | 1.3% | +231.8% |
| 19 | MONEYWISE, INC. | 62,607 | $2.1M | 0.8% | 1.2% | +8.5% |
| 20 | Sound Financial Strategies Group, LLC | 51,323 | $1.7M | 1.1% | 0.9% | +0.8% |
| 21 | First Heartland Consultants, Inc. | 48,116 | $1.6M | 0.1% | 0.9% | +27.2% |
| 22 | EverSource Wealth Advisors, LLC | 46,463 | $1.5M | 0.1% | 0.9% | -23.8% |
| 23 | SageOak Financial, LLC | 30,128 | $990,318 | 0.6% | 0.6% | -5.5% |
| 24 | Tulsa Wealth Advisors, INC | 29,913 | $983,240 | 0.1% | 0.6% | +10.8% |
| 25 | Values First Advisors, Inc. | 28,627 | $941,012 | 0.4% | 0.5% | +87.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.