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Eventide High Dividend ETF (ELCV)

CUSIP: 86280R811 | NYSE | 83 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Financial Designs Inc1,244,478
1.7% of portfolio›$37.7M
LPL Financial LLC1,238,423
0.0% of portfolio›$37.5M
Bare Financial Services, Inc468,288
3.2% of portfolio›$14.2M
Wealth Enhancement Advisory Services, LLC286,688
0.0% of portfolio›$8.8M
O'Connor Financial Group LLC194,087
2.1% of portfolio›$5.9M
LVZ, Inc.152,620
0.5% of portfolio›$4.6M
Cambridge Investment Research Advisors, Inc.104,914
0.0% of portfolio›$3.2K
Atria Investments, Inc88,820
0.0% of portfolio›$2.7M
Summit Wealth Group LLC / Co85,471
0.2% of portfolio›$2.6M
Commonwealth Equity Services, LLC73,764
0.0% of portfolio›$2.2M
Values First Advisors, Inc.54,656
0.8% of portfolio›$1.7M
Sound Financial Strategies Group, LLC49,598
1.0% of portfolio›$1.5M
First Heartland Consultants, Inc.48,143
0.1% of portfolio›$1.5M
EverSource Wealth Advisors, LLC39,308
0.0% of portfolio›$1.2M
SageOak Financial, LLC32,646
0.6% of portfolio›$989.5K
Merit Financial Group, LLC24,753
0.0% of portfolio›$750.3K
Discipline Wealth Solutions, LLC23,720
0.1% of portfolio›$719.0K
Strategic Equity Management23,011
0.6% of portfolio›$697.5K
IFP Advisors, Inc22,992
0.0% of portfolio›$696.9K
Carlson Financial, Inc.16,429
0.3% of portfolio›$498.0K
McAdam, LLC16,403
0.0% of portfolio›$497.2K
Kestra Advisory Services, LLC15,350
0.0% of portfolio›$465.3K
Blue Trust, Inc.14,860
0.0% of portfolio›$450.4K
Security Financial Services, Inc.13,165
0.1% of portfolio›$399.0K
Cornerstone Wealth Management, LLC12,626
0.0% of portfolio›$382.7K
Bedel Financial Consulting, Inc.11,108
0.0% of portfolio›$336.7K
Schwallier Wealth Management LLC10,698
0.2% of portfolio›$324.2K
RFG Advisory, LLC9,213
0.0% of portfolio›$279.2K
Plan A Wealth LLC7,625
0.1% of portfolio›$231.1K
Farther Finance Advisors, LLC7,139
0.0% of portfolio›$216.4K
Whitaker-Myers Wealth Managers, Ltd.7,089
0.0% of portfolio›$214.9K
Cyndeo Wealth Partners, LLC6,927
0.0% of portfolio›$210.0K
CX Institutional2,917
0.0% of portfolio›$88
Latitude Advisors, LLC1,250
0.0% of portfolio›$37.9K
Meriwether Wealth & Planning, LLC1,175
0.0% of portfolio›$35.6K
Assetmark, Inc317
0.0% of portfolio›$9.6K
StyleTurnoverLocationFiled
Creative Financial Designs Inc
1,244,478$37.7M1.7%ETFMediumKokomo, IN2026-11-04
LPL Financial LLC
1,238,423$37.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Bare Financial Services, Inc
468,288$14.2M3.2%ETFVery LowGap, PA2026-11-04
Wealth Enhancement Advisory Services, LLC
286,688$8.8M0.0%CoreLowPlymouth, MN2026-10-13
O'Connor Financial Group LLC
194,087$5.9M2.1%ETFLowQuincy, IL2026-10-26
LVZ, Inc.
152,620$4.6M0.5%ETFLowHolland, MI2026-10-20
Cambridge Investment Research Advisors, Inc.
104,914$3.2K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
88,820$2.7M0.0%CoreMediumCharlotte, NC2026-10-15
Summit Wealth Group LLC / Co
85,471$2.6M0.2%ETFHighColorado Springs, CO2026-10-29
Commonwealth Equity Services, LLC
73,764$2.2M0.0%ETFLowWaltham, MA2026-11-02
Values First Advisors, Inc.
54,656$1.7M0.8%CoreMediumJohnson City, TN2026-10-23
Sound Financial Strategies Group, LLC
49,598$1.5M1.0%ETFMediumMadison, MS2026-10-30
First Heartland Consultants, Inc.
48,143$1.5M0.1%ETFMediumLake St. Louis, MO2026-10-08
EverSource Wealth Advisors, LLC
39,308$1.2M0.0%CoreMediumBirmingham, AL2026-11-04
SageOak Financial, LLC
32,646$989.5K0.6%ETFLowTulsa, OK2026-10-19
Merit Financial Group, LLC
24,753$750.3K0.0%ETFLowAlpharetta, GA2026-11-06
Discipline Wealth Solutions, LLC
23,720$719.0K0.1%ETFLowGreenville, SC2026-10-14
Strategic Equity Management
23,011$697.5K0.6%ETFHighTucson, AZ2026-11-04
IFP Advisors, Inc
22,992$696.9K0.0%GrowthLowTampa, FL2026-10-16
Carlson Financial, Inc.
16,429$498.0K0.3%GrowthLowCanby, OR2026-11-05
McAdam, LLC
16,403$497.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Kestra Advisory Services, LLC
15,350$465.3K0.0%CoreLowAustin, TX2026-11-02
Blue Trust, Inc.
14,860$450.4K0.0%ETFLowBrentwood, TN2026-10-15
Security Financial Services, Inc.
13,165$399.0K0.1%ETFMediumFort Wayne, IN2026-10-29
Cornerstone Wealth Management, LLC
12,626$382.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Bedel Financial Consulting, Inc.
11,108$336.7K0.0%Agg GrowthVery LowIndianapolis, IN2026-11-06
Schwallier Wealth Management LLC
10,698$324.2K0.2%ETFHighGrand Rapids, MI2026-11-05
RFG Advisory, LLC
9,213$279.2K0.0%ETFMediumBirmingham, AL2026-11-03
Plan A Wealth LLC
7,625$231.1K0.1%CoreLowLincoln, NE2026-10-08
Farther Finance Advisors, LLC
7,139$216.4K0.0%IndexLowSan Francisco, CA2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
7,089$214.9K0.0%ETFMediumMansfield, OH2026-10-09
Cyndeo Wealth Partners, LLC
6,927$210.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
CX Institutional
2,917$880.0%CoreMediumAuburn, IN2026-10-02
Latitude Advisors, LLC
1,250$37.9K0.0%ETFLowYorkville, IL2026-10-27
Meriwether Wealth & Planning, LLC
1,175$35.6K0.0%ETFMediumMinden, LA2026-10-13
Assetmark, Inc
317$9.6K0.0%ETFLowConcord, CA2026-10-21