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Eventide Larg Cap Growth ETF (ESLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
OneAscent Financial Services LLC
INCREASED
Shares149,756 from 145,632
Change+4,124 (+3%)
Value$4.2M (+$66.0K)
Filed 2026-11-10
Valmark Advisers, Inc.
DECREASED
Shares75,921 from 77,447
Change-1,526 (-2%)
Value$2.2M (-$70.5K)
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares26,243 from 25,977
Change+266 (+1%)
Value$744.8K (-$1.6K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares21,008 from 1,987
Change+19,021 (+957%)
Value$596.2K (+$539.1K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares20,230 from 15,615
Change+4,615 (+30%)
Value$574.1K (+$125.5K)
Filed 2026-11-04
Values First Advisors, Inc.
INCREASED
Shares17,548 from 5,038
Change+12,510 (+248%)
Value$498.0K (+$353.3K)
Filed 2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares16,370 from 16,497
Change-127 (-1%)
Value$464.6K (-$9.4K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,848 from 11,670
Change+2,178 (+19%)
Value$393 (+$58)
Filed 2026-11-02
Independent Advisor Alliance
INCREASED
Shares9,110 from 7,936
Change+1,174 (+15%)
Value$251.4K (+$23.4K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
NEW
Shares8,244
Change+8,244
Value$234.0K
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares6,904 from 5,177
Change+1,727 (+33%)
Value$195.9K (+$47.2K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares2,000
Change+2,000
Value$56.8K
Filed 2026-10-13
Harbour Investments, Inc.
NEW
Shares621
Change+621
Value$17.6K
Filed 2026-11-09
PAX Financial Group, LLC
N/A
Shares— from 56,976
Change-56,976 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 34,316
Change-34,316 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Status
OneAscent Financial Services LLC
INCREASED149,756145,632+4,124+3%$4.2M$4.2M+$66.0K2026-11-10
Valmark Advisers, Inc.
DECREASED75,92177,447-1,526-2%$2.2M$2.2M-$70.5K2026-11-06
First Heartland Consultants, Inc.
INCREASED26,24325,977+266+1%$746.3K$744.8K-$1.6K2026-10-08
IFP Advisors, Inc
INCREASED21,0081,987+19,021+957%$57.1K$596.2K+$539.1K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED20,23015,615+4,615+30%$448.6K$574.1K+$125.5K2026-11-04
Values First Advisors, Inc.
INCREASED17,5485,038+12,510+248%$144.7K$498.0K+$353.3K2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
DECREASED16,37016,497-127-1%$474.0K$464.6K-$9.4K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED13,84811,670+2,178+19%$335$393+$582026-11-02
Independent Advisor Alliance
INCREASED9,1107,936+1,174+15%$228.0K$251.4K+$23.4K2026-11-10
Commonwealth Equity Services, LLC
NEW8,244—+8,244——$234.0K—2026-11-02
Creative Financial Designs Inc
INCREASED6,9045,177+1,727+33%$148.7K$195.9K+$47.2K2026-11-04
Meriwether Wealth & Planning, LLC
NEW2,000—+2,000——$56.8K—2026-10-13
Harbour Investments, Inc.
NEW621—+621——$17.6K—2026-11-09
PAX Financial Group, LLC
N/A—56,976-56,976-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—34,316-34,316-100%$985.9K———
Osaic Holdings, Inc.
N/A—10,406-10,406-100%$298.9K———
JPMorgan Chase & Co
N/A—1,831-1,831-100%$51.8K———
Aptus Capital Advisors, LLC
N/A—216-216-100%$6.2K———
Showing 18 of 18 institutions