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Eventide Large Cap Value ETF (ESLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Silver OAK Securities, Incorporated
DECREASED
Shares91,094 from 111,402
Change-20,308 (-18%)
Value$2.6M (-$566.6K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares26,664 from 18,563
Change+8,101 (+44%)
Value$739.5K (+$208.0K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares23,272 from 23,520
Change-248 (-1%)
Value$645.4K (-$28.0K)
Filed 2026-11-04
Values First Advisors, Inc.
INCREASED
Shares20,100 from 7,663
Change+12,437 (+162%)
Value$557.4K (+$338.0K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
NEW
Shares16,519
Change+16,519
Value$458.1K
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW
Shares10,689
Change+10,689
Value$296
Filed 2026-11-02
OneAscent Financial Services LLC
INCREASED
Shares8,152 from 7,216
Change+936 (+13%)
Value$226.1K (+$19.5K)
Filed 2026-11-10
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares7,730
Change+7,730
Value$214.4K
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
NEW
Shares2,000
Change+2,000
Value$55.5K
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares200 from 1,443
Change-1,243 (-86%)
Value$5.5K (-$35.8K)
Filed 2026-10-16
UBS Group AG
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-10
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 32,253
Change-32,253 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Status
Silver OAK Securities, Incorporated
DECREASED91,094111,402-20,308-18%$3.2M$2.6M-$566.6K2026-11-09
Commonwealth Equity Services, LLC
INCREASED26,66418,563+8,101+44%$531.5K$739.5K+$208.0K2026-11-02
Creative Financial Designs Inc
DECREASED23,27223,520-248-1%$673.4K$645.4K-$28.0K2026-11-04
Values First Advisors, Inc.
INCREASED20,1007,663+12,437+162%$219.4K$557.4K+$338.0K2026-10-23
EverSource Wealth Advisors, LLC
NEW16,519—+16,519——$458.1K—2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW10,689—+10,689——$296—2026-11-02
OneAscent Financial Services LLC
INCREASED8,1527,216+936+13%$206.6K$226.1K+$19.5K2026-11-10
Whitaker-Myers Wealth Managers, Ltd.
NEW7,730—+7,730——$214.4K—2026-10-09
Meriwether Wealth & Planning, LLC
NEW2,000—+2,000——$55.5K—2026-10-13
IFP Advisors, Inc
DECREASED2001,443-1,243-86%$41.3K$5.5K-$35.8K2026-10-16
UBS Group AG
CLOSED0110-110-100%$3.1K$0-$3.1K2026-11-10
Mosaic Family Wealth Partners, LLC
N/A—32,253-32,253-100%$923.4K———
Osaic Holdings, Inc.
N/A—1,443-1,443-100%$41.3K———
Showing 13 of 13 institutions