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

$28.67+0.02 (+0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.8000149301428414e+135T

% of Float Held

—

QoQ Change in Holders

+14 / -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
OneAscent Financial Services LLCNew Position+1.1M+$28.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+395K+$10.8M
OneAscent Wealth Management LLCNew Position+284K+$7.5M
O'Connor Financial Group LLCNew Position+207K+$5.7M
LVZ, Inc.New Position+158K+$4.2M
PAX Financial Group, LLCNew Position+138K+$3.7M
Valmark Advisers, Inc.New Position+79K+$2.1M
Strategic Equity ManagementNew Position+69K+$1.8M
MONEYWISE, INC.New Position+55K+$1.5M
Sanctuary Advisors, LLCNew Position+47K+$1.2M
Sound Financial Strategies Group, LLCNew Position+43K+$1.1M
SageOak Financial, LLCNew Position+32K+$857K
Merit Financial Group, LLCNew Position+19K+$492K
Cambridge Investment Research Advisors, Inc.Increased+20K+$486K
Values First Advisors, Inc.New Position+13K+$345K

ELCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Faithward Advisors, LLCDecreased-5K-$14.5B
Atria Investments, IncDecreased-221K-$8.4B
CreativeOne Wealth, LLCClosed Position-274K-$7.3B
First Heartland Consultants, Inc.Decreased-14K-$1.4B
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-$29.6M
HARBOUR INVESTMENTS, INC.Decreased-377-$16.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OneAscent Financial Services LLC1,071,356$28.0M2.58%Share
2CREATIVE FINANCIAL DESIGNS INC /ADV562,555$14.9M0.94%Share
3Faithward Advisors, LLC538,230$14.3M2.09%Share
4Bare Financial Services, Inc414,551$11.0M3.06%Share
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC394,545$10.8M0.01%Share
6OneAscent Wealth Management LLC283,517$7.5M2.50%Share
7LPL Financial LLC247,641$6.0M0.00%Share
8O'Connor Financial Group LLC206,659$5.7M2.28%Share
9LVZ, Inc.158,433$4.2M0.47%Share
10PAX Financial Group, LLC138,395$3.7M0.63%Share
11Valmark Advisers, Inc.79,048$2.1M0.03%Share
12Cambridge Investment Research Advisors, Inc.76,883$2.0M0.01%Share
13Atria Investments, Inc94,951$2.0M0.02%Share
14Strategic Equity Management69,191$1.8M0.62%Share
15MONEYWISE, INC.54,830$1.5M0.61%Share
16Sound Financial Strategies Group, LLC42,719$1.1M0.80%Share
1749 WEALTH MANAGEMENT, LLC41,726$1.1M0.09%Share
18First Heartland Consultants, Inc.38,173$1.0M0.08%Share
19Sanctuary Advisors, LLC37,823$960K0.01%Share
20SageOak Financial, LLC32,305$857K0.62%Share
21AIFG Consultants Ltd.30,181$801K1.38%Share
22EverSource Wealth Advisors, LLC27,856$739K0.03%Share
23Merit Financial Group, LLC18,539$492K0.00%Share
24Betterment LLC11,607$308K0.00%Share
25Security Financial Services, INC.10,573$280K0.04%Share
26Sanctuary Advisors, LLC9,441$250K0.00%Share
27CX Institutional9,398$249K0.01%Share
28Cornerstone Wealth Management, LLC8,690$230K0.01%Share
29EverSource Wealth Advisors, LLC8,546$226K0.01%Share
30Bedel Financial Consulting, Inc.8,533$226K0.02%Share
31OneAscent Investment Solutions LLC8,161$216K0.23%Share
32Plan A Wealth LLC7,886$209K0.10%Share
33Values First Advisors, Inc.3,627$96K0.05%Share
34Blue Trust, Inc.3,023$80K0.00%Share
35Values First Advisors, Inc.1,934$51K0.03%Share
36Values First Advisors, Inc.1,901$50K0.03%Share
37Values First Advisors, Inc.1,744$46K0.02%Share
38Values First Advisors, Inc.1,622$43K0.02%Share
39Values First Advisors, Inc.1,560$41K0.02%Share
40Values First Advisors, Inc.686$18K0.01%Share
41LGT Financial Advisors LLC372$9K0.06%Share
42ASSETMARK, INC311$8K0.00%Share
43HARBOUR INVESTMENTS, INC.240$6K0.00%Share
44EverSource Wealth Advisors, LLC148$3K0.00%Share
45UBS Group AG70$1K0.00%Share
46ENVESTNET ASSET MANAGEMENT INC14,984$00.00%Share
47GeoWealth Management, LLC1$00.00%Share
48CENTAURUS FINANCIAL, INC.4,636$00.00%Share
49OSAIC HOLDINGS, INC.3,110$00.00%Share
50OSAIC HOLDINGS, INC.1,000$00.00%Share

ELCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$125.2M+21
Q3 202530$66.1B-8
Q2 202538$84.0B+6
Q1 202532$56.1B+9
Q4 202423$623.5B—

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As of Q4 2025, 50 institutional investors hold ELCV (Eventide High Dividend ETF). The largest holder is OneAscent Financial Services LLC with $28.0M in shares. This quarter, 14 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 OneAscent Financial Services LLC with $28.0M in shares.

Is institutional ownership of ELCV increasing or decreasing?

This quarter, 14 institutions opened new positions in ELCV and 4 closed their positions.