Who Owns Eventide High Dividend ETF (ELCV)?Hedge Fund & Institutional Holders

$28.98+0.29 (+1.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4930000110020005e+206T

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$22.15$24.09$26.04$27.98$29.92Oct 24Jun 25Mar 26

ELCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
O'Connor Financial Group LLCNew Position+207K+$5.7B
LVZ, Inc.New Position+158K+$4.2B
Valmark Advisers, Inc.New Position+79K+$2.1B
Strategic Equity ManagementNew Position+69K+$1.8B
Bare Financial Services, IncIncreased+70K+$1.8B
MONEYWISE, INC.New Position+55K+$1.5B
Sound Financial Strategies Group, LLCNew Position+43K+$1.1B
SageOak Financial, LLCNew Position+32K+$857.0M
CREATIVE FINANCIAL DESIGNS INC /ADVIncreased+24K+$519.4M
Values First Advisors, Inc.New Position+13K+$345.0M
Cornerstone Wealth Management, LLCNew Position+9K+$230.0M
Plan A Wealth LLCNew Position+8K+$209.0M
Blue Trust, Inc.New Position+3K+$80.0M
Security Financial Services, INC.Increased+2K+$54.9M
49 WEALTH MANAGEMENT, LLCIncreased+2K+$40.4M

ELCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CreativeOne Wealth, LLCClosed Position-274K-$7.3B
Atria Investments, IncDecreased-221K-$6.4B
First Heartland Consultants, Inc.Decreased-14K-$377.7M
CITADEL ADVISORS LLCClosed Position-10K-$258.4M
JANE STREET GROUP, LLCClosed Position-9K-$229.4M
RAYMOND JAMES FINANCIAL INCClosed Position-8K-$205.1M
UBS Group AGDecreased-1K-$28.6M
HARBOUR INVESTMENTS, INC.Decreased-377-$16.5M
Faithward Advisors, LLCDecreased-5K-$251K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CREATIVE FINANCIAL DESIGNS INC /ADV562,555$14.9B0.94%Share
2Bare Financial Services, Inc414,551$11.0B3.06%Share
3O'Connor Financial Group LLC206,659$5.7B2.28%Share
4LVZ, Inc.158,433$4.2B0.47%Share
5Valmark Advisers, Inc.79,048$2.1B25.84%Share
6Atria Investments, Inc94,951$2.0B22.73%Share
7Strategic Equity Management69,191$1.8B0.62%Share
8MONEYWISE, INC.54,830$1.5B0.61%Share
9Sound Financial Strategies Group, LLC42,719$1.1B0.80%Share
1049 WEALTH MANAGEMENT, LLC41,726$1.1B0.09%Share
11First Heartland Consultants, Inc.38,173$1.0B0.08%Share
12SageOak Financial, LLC32,305$857.0M0.62%Share
13Security Financial Services, INC.10,573$280.0M0.04%Share
14Cornerstone Wealth Management, LLC8,690$230.0M0.01%Share
15Plan A Wealth LLC7,886$209.0M0.10%Share
16Values First Advisors, Inc.3,627$96.0M0.05%Share
17Blue Trust, Inc.3,023$80.0M0.90%Share
18Values First Advisors, Inc.1,934$51.0M0.03%Share
19Values First Advisors, Inc.1,901$50.0M0.03%Share
20Values First Advisors, Inc.1,744$46.0M0.02%Share
21Values First Advisors, Inc.1,622$43.0M0.02%Share
22Values First Advisors, Inc.1,560$41.0M0.02%Share
23OneAscent Financial Services LLC1,071,356$28.0M2.58%Share
24Values First Advisors, Inc.686$18.0M0.01%Share
25Faithward Advisors, LLC538,230$14.3M2.09%Share
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC394,545$10.8M0.01%Share
27ASSETMARK, INC311$8.0M0.02%Share
28OneAscent Wealth Management LLC283,517$7.5M2.50%Share
29LPL Financial LLC247,641$6.0M0.00%Share
30PAX Financial Group, LLC138,395$3.7M0.63%Share
31Cambridge Investment Research Advisors, Inc.76,883$2.0M0.01%Share
32UBS Group AG70$1.0M0.00%Share
33AIFG Consultants Ltd.30,181$801K1.38%Share
34EverSource Wealth Advisors, LLC27,856$739K0.00%Share
35Merit Financial Group, LLC18,539$492K0.00%Share
36Betterment LLC11,607$308K0.00%Share
37CX Institutional9,398$249K0.01%Share
38EverSource Wealth Advisors, LLC8,546$226K0.00%Share
39Bedel Financial Consulting, Inc.8,533$226K0.02%Share
40OneAscent Investment Solutions LLC8,161$216K0.23%Share
41LGT Financial Advisors LLC372$9K0.06%Share
42HARBOUR INVESTMENTS, INC.240$6K0.00%Share
43EverSource Wealth Advisors, LLC148$3K0.00%Share
44ROYAL BANK OF CANADA26,096$00.00%Share
45OneAscent Family Office, LLC30,960$00.00%Share
46GeoWealth Management, LLC1$00.00%Share
47Kestra Advisory Services, LLC9,648$00.00%Share
48Aptus Capital Advisors, LLC971$00.00%Share
49HighTower Advisors, LLC10,113$00.00%Share
50FOUNDATIONS INVESTMENT ADVISORS, LLC11,685$00.00%Share

ELCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$48.6B+20
Q3 202530$51.2B-8
Q2 202538$57.1B+6
Q1 202532$29.3B+9
Q4 202423$20.6B—

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As of Q4 2025, 50 institutional investors hold ELCV (Eventide High Dividend ETF). The largest holder is CREATIVE FINANCIAL DESIGNS INC /ADV with $14.9B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own ELCV?

As of Q4 2025, 50 institutional investors report holding ELCV (Eventide High Dividend ETF) in their 13F filings.

Who is the largest institutional holder of ELCV?

The largest institutional holder of ELCV is CREATIVE FINANCIAL DESIGNS INC /ADV with $14.9B in shares.

Is institutional ownership of ELCV increasing or decreasing?

This quarter, 11 institutions opened new positions in ELCV and 4 closed their positions.