Who owns Eventide High Dividend ETF?
Institutional ownership of ELCV from SEC Form 13F filings across 42 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.
42
13F holders
$126.8M
value, 2026 filers
75.7%
of shares outstanding (4.1M sh)
14
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 | LPL Financial LLC | 445,594 | $14.6M | 0.0% | 8.2% | +61.5% |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 259,422 | $8.4M | 0.0% | 4.8% | +35.6% |
| 5 | Cambridge Investment Research Advisors, Inc. | 208,222 | $6,844 | 0.0% | 3.8% | +126.9% |
| 6 | JONES FINANCIAL COMPANIES LLLP | 120,518 | $3.9M | 0.0% | 2.2% | +125.4% |
| 7 | STIFEL FINANCIAL CORPNEW | 102,047 | $3.4M | 0.0% | 1.9% | new |
| 8 | Valmark Advisers, Inc. | 86,729 | $2.9M | 0.0% | 1.6% | +3.3% |
| 9 | Atria Investments, Inc | 81,688 | $2.7M | 0.0% | 1.5% | -4.7% |
| 10 | SUMMIT WEALTH GROUP LLC / CONEW | 80,829 | $2.7M | 0.2% | 1.5% | new |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 72,623 | $2.4M | 0.0% | 1.3% | +231.8% |
| 12 | First Heartland Consultants, Inc. | 48,116 | $1.6M | 0.1% | 0.9% | +27.2% |
| 13 | EverSource Wealth Advisors, LLC | 46,463 | $1.5M | 0.1% | 0.9% | -47.9% |
| 14 | Merit Financial Group, LLC | 46,134 | $1.5M | 0.0% | 0.9% | +143.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 26,713 | $878,062 | 0.0% | 0.5% | +30.4% |
| 16 | IFP Advisors, Inc | 22,170 | $728,728 | 0.0% | 0.4% | -0.2% |
| 17 | RAYMOND JAMES FINANCIAL INC | 21,569 | $708,973 | 0.0% | 0.4% | +145.4% |
| 18 | Foundations Investment Advisors, LLC | 17,138 | $563,326 | 0.0% | 0.3% | +24.2% |
| 19 | McAdam, LLCNEW | 16,403 | $539,167 | 0.0% | 0.3% | new |
| 20 | HARBOUR INVESTMENTS, INC. | 15,323 | $503,653 | 0.0% | 0.3% | +1.1% |
| 21 | Kestra Advisory Services, LLCNEW | 12,874 | $423,170 | 0.0% | 0.2% | new |
| 22 | NATIXIS ADVISORS, LLCNEW | 12,670 | $416 | 0.0% | 0.2% | new |
| 23 | Cornerstone Wealth Management, LLC | 12,613 | $414,592 | 0.0% | 0.2% | +43.9% |
| 24 | Betterment LLC | 12,085 | $397 | 0.0% | 0.2% | +7.4% |
| 25 | GTS SECURITIES LLC | 11,383 | $374,159 | 0.0% | 0.2% | -35.6% |
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.