IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Eventide High Dividend ETF (ELCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Financial Designs Inc
INCREASED
Shares1,244,478 from 1,213,511
Change+30,967 (+3%)
Value$37.7M (-$2.2M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares1,238,423 from 445,594
Change+792,829 (+178%)
Value$37.5M (+$22.9M)
Filed 2026-11-06
Bare Financial Services, Inc
INCREASED
Shares468,288 from 452,904
Change+15,384 (+3%)
Value$14.2M (-$693.1K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares286,688 from 259,422
Change+27,266 (+11%)
Value$8.8M (+$473.0K)
Filed 2026-10-13
O'Connor Financial Group LLC
INCREASED
Shares194,087 from 190,542
Change+3,545 (+2%)
Value$5.9M (-$380.3K)
Filed 2026-10-26
LVZ, Inc.
INCREASED
Shares152,620 from 152,464
Change+156 (+0%)
Value$4.6M (-$385.6K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares104,914 from 104,111
Change+803 (+1%)
Value$3.2K (-$3.4M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares88,820 from 81,688
Change+7,132 (+9%)
Value$2.7M (+$7.1K)
Filed 2026-10-15
Valmark Advisers, Inc.
DECREASED
Shares86,421 from 86,729
Change-308 (0%)
Value$2.6M (-$231.4K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares85,471 from 80,829
Change+4,642 (+6%)
Value$2.6M (-$66.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares73,764 from 72,623
Change+1,141 (+2%)
Value$2.2M (-$151.3K)
Filed 2026-11-02
Values First Advisors, Inc.
INCREASED
Shares54,656 from 28,627
Change+26,029 (+91%)
Value$1.7M (+$715.6K)
Filed 2026-10-23
Sound Financial Strategies Group, LLC
DECREASED
Shares49,598 from 51,323
Change-1,725 (-3%)
Value$1.5M (-$183.7K)
Filed 2026-10-30
First Heartland Consultants, Inc.
INCREASED
Shares48,143 from 48,116
Change+27 (+0%)
Value$1.5M (-$122.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares39,308 from 46,463
Change-7,155 (-15%)
Value$1.2M (-$335.8K)
Filed 2026-11-04
SageOak Financial, LLC
INCREASED
Shares32,646 from 30,128
Change+2,518 (+8%)
Value$989.5K (-$811)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares24,753 from 23,067
Change+1,686 (+7%)
Value$750.3K (-$8.0K)
Filed 2026-11-06
Discipline Wealth Solutions, LLC
INCREASED
Shares23,720 from 22,952
Change+768 (+3%)
Value$719.0K (-$35.5K)
Filed 2026-10-14
Strategic Equity Management
DECREASED
Shares23,011 from 82,380
Change-59,369 (-72%)
Value$697.5K (-$2.0M)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares22,992 from 22,170
Change+822 (+4%)
Value$696.9K (-$31.8K)
Filed 2026-10-16
Carlson Financial, Inc.
INCREASED
Shares16,429 from 14,948
Change+1,481 (+10%)
Value$498.0K (+$6.6K)
Filed 2026-11-05
McAdam, LLC
UNCHANGED
Shares16,403 from 16,403
Change0 (0%)
Value$497.2K (-$42.0K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares15,350 from 12,874
Change+2,476 (+19%)
Value$465.3K (+$42.1K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares14,860 from 3,023
Change+11,837 (+392%)
Value$450.4K (+$351.0K)
Filed 2026-10-15
Security Financial Services, Inc.
INCREASED
Shares13,165 from 11,622
Change+1,543 (+13%)
Value$399.0K (+$17.0K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares12,626 from 12,613
Change+13 (+0%)
Value$382.7K (-$31.9K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
INCREASED
Shares11,108 from 10,014
Change+1,094 (+11%)
Value$336.7K (+$7.5K)
Filed 2026-11-06
Schwallier Wealth Management LLC
INCREASED
Shares10,698 from 8,212
Change+2,486 (+30%)
Value$324.2K (+$54.3K)
Filed 2026-11-05
RFG Advisory, LLC
NEW
Shares9,213
Change+9,213
Value$279.2K
Filed 2026-11-03
Plan A Wealth LLC
INCREASED
Shares7,625 from 7,583
Change+42 (+1%)
Value$231.1K (-$18.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares7,139 from 6,260
Change+879 (+14%)
Value$216.4K (+$10.6K)
Filed 2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares7,089 from 6,235
Change+854 (+14%)
Value$214.9K (+$9.9K)
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares6,927 from 6,927
Change0 (0%)
Value$210.0K (-$17.7K)
Filed 2026-10-16
CX Institutional
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$88 (-$8)
Filed 2026-10-02
Latitude Advisors, LLC
NEW
Shares1,250
Change+1,250
Value$37.9K
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares1,175
Change+1,175
Value$35.6K
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares317 from 311
Change+6 (+2%)
Value$9.6K (-$615)
Filed 2026-10-21
Moneywise, Inc.
CLOSED
Shares0 from 62,607
Change-62,607 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Clarity Asset Management, Inc.
CLOSED
Shares0 from 10,402
Change-10,402 (-100%)
Value$0 (-$341.9K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-02
Private Trust Co NA
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-20
OneAscent Financial Services LLC
N/A
Shares— from 1,046,436
Change-1,046,436 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 544,378
Change-544,378 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 274,331
Change-274,331 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 137,699
Change-137,699 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 120,518
Change-120,518 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 102,047
Change-102,047 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 29,913
Change-29,913 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,713
Change-26,713 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 26,166
Change-26,166 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,569
Change-21,569 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,323
Change-15,323 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,383
Change-11,383 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 107
Change-107 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Status
Creative Financial Designs Inc
INCREASED1,244,4781,213,511+30,967+3%$39.9M$37.7M-$2.2M2026-11-04
LPL Financial LLC
INCREASED1,238,423445,594+792,829+178%$14.6M$37.5M+$22.9M2026-11-06
Bare Financial Services, Inc
INCREASED468,288452,904+15,384+3%$14.9M$14.2M-$693.1K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED286,688259,422+27,266+11%$8.4M$8.8M+$473.0K2026-10-13
O'Connor Financial Group LLC
INCREASED194,087190,542+3,545+2%$6.3M$5.9M-$380.3K2026-10-26
LVZ, Inc.
INCREASED152,620152,464+156+0%$5.0M$4.6M-$385.6K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED104,914104,111+803+1%$3.4M$3.2K-$3.4M2026-11-02
Atria Investments, Inc
INCREASED88,82081,688+7,132+9%$2.7M$2.7M+$7.1K2026-10-15
Valmark Advisers, Inc.
DECREASED86,42186,729-3080%$2.9M$2.6M-$231.4K2026-11-06
Summit Wealth Group LLC / Co
INCREASED85,47180,829+4,642+6%$2.7M$2.6M-$66.2K2026-10-29
Commonwealth Equity Services, LLC
INCREASED73,76472,623+1,141+2%$2.4M$2.2M-$151.3K2026-11-02
Values First Advisors, Inc.
INCREASED54,65628,627+26,029+91%$941.0K$1.7M+$715.6K2026-10-23
Sound Financial Strategies Group, LLC
DECREASED49,59851,323-1,725-3%$1.7M$1.5M-$183.7K2026-10-30
First Heartland Consultants, Inc.
INCREASED48,14348,116+27+0%$1.6M$1.5M-$122.4K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED39,30846,463-7,155-15%$1.5M$1.2M-$335.8K2026-11-04
SageOak Financial, LLC
INCREASED32,64630,128+2,518+8%$990.3K$989.5K-$8112026-10-19
Merit Financial Group, LLC
INCREASED24,75323,067+1,686+7%$758.2K$750.3K-$8.0K2026-11-06
Discipline Wealth Solutions, LLC
INCREASED23,72022,952+768+3%$754.4K$719.0K-$35.5K2026-10-14
Strategic Equity Management
DECREASED23,01182,380-59,369-72%$2.7M$697.5K-$2.0M2026-11-04
IFP Advisors, Inc
INCREASED22,99222,170+822+4%$728.7K$696.9K-$31.8K2026-10-16
Carlson Financial, Inc.
INCREASED16,42914,948+1,481+10%$491.4K$498.0K+$6.6K2026-11-05
McAdam, LLC
UNCHANGED16,40316,40300%$539.2K$497.2K-$42.0K2026-10-21
Kestra Advisory Services, LLC
INCREASED15,35012,874+2,476+19%$423.2K$465.3K+$42.1K2026-11-02
Blue Trust, Inc.
INCREASED14,8603,023+11,837+392%$99.4K$450.4K+$351.0K2026-10-15
Security Financial Services, Inc.
INCREASED13,16511,622+1,543+13%$382.0K$399.0K+$17.0K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED12,62612,613+13+0%$414.6K$382.7K-$31.9K2026-11-04
Bedel Financial Consulting, Inc.
INCREASED11,10810,014+1,094+11%$329.2K$336.7K+$7.5K2026-11-06
Schwallier Wealth Management LLC
INCREASED10,6988,212+2,486+30%$269.9K$324.2K+$54.3K2026-11-05
RFG Advisory, LLC
NEW9,213—+9,213——$279.2K—2026-11-03
Plan A Wealth LLC
INCREASED7,6257,583+42+1%$249.3K$231.1K-$18.1K2026-10-08
Farther Finance Advisors, LLC
INCREASED7,1396,260+879+14%$205.8K$216.4K+$10.6K2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
INCREASED7,0896,235+854+14%$204.9K$214.9K+$9.9K2026-10-09
Cyndeo Wealth Partners, LLC
UNCHANGED6,9276,92700%$227.7K$210.0K-$17.7K2026-10-16
CX Institutional
UNCHANGED2,9172,91700%$96$88-$82026-10-02
Latitude Advisors, LLC
NEW1,250—+1,250——$37.9K—2026-10-27
Meriwether Wealth & Planning, LLC
NEW1,175—+1,175——$35.6K—2026-10-13
Assetmark, Inc
INCREASED317311+6+2%$10.2K$9.6K-$6152026-10-21
Moneywise, Inc.
CLOSED062,607-62,607-100%$2.1M$0-$2.1M2026-10-30
Clarity Asset Management, Inc.
CLOSED010,402-10,402-100%$341.9K$0-$341.9K2026-10-14
AdvisorNet Financial, Inc
CLOSED0985-985-100%$32.4K$0-$32.4K2026-10-15
International Assets Investment Management, LLC
CLOSED0289-289-100%$9.3K$0-$9.3K2026-11-02
Private Trust Co NA
CLOSED0167-167-100%$5.5K$0-$5.5K2026-10-20
OneAscent Financial Services LLC
N/A—1,046,436-1,046,436-100%$34.4M———
Faithward Advisors, LLC
N/A—544,378-544,378-100%$17.9M———
OneAscent Wealth Management LLC
N/A—274,331-274,331-100%$9.0M———
PAX Financial Group, LLC
N/A—137,699-137,699-100%$4.5M———
Jones Financial Companies Lllp
N/A—120,518-120,518-100%$3.9M———
Stifel Financial Corp
N/A—102,047-102,047-100%$3.4M———
Tulsa Wealth Advisors, Inc
N/A—29,913-29,913-100%$983.2K———
Envestnet Asset Management Inc
N/A—26,713-26,713-100%$878.1K———
OneAscent Family Office, LLC
N/A—26,166-26,166-100%$860.1K———
Raymond James Financial Inc
N/A—21,569-21,569-100%$709.0K———
Foundations Investment Advisors, LLC
N/A—17,138-17,138-100%$563.3K———
Harbour Investments, Inc.
N/A—15,323-15,323-100%$503.7K———
Natixis Advisors, LLC
N/A—12,670-12,670-100%$416.0K———
Equitable Holdings, Inc.
N/A—12,484-12,484-100%$410.3K———
Betterment LLC
N/A—12,085-12,085-100%$397.0K———
GTS Securities LLC
N/A—11,383-11,383-100%$374.2K———
HighTower Advisors, LLC
N/A—10,205-10,205-100%$335.4K———
Osaic Holdings, Inc.
N/A—9,402-9,402-100%$309.5K———
Royal Bank of Canada
N/A—7,868-7,868-100%$259.0K———
CreativeOne Wealth, LLC
N/A—6,242-6,242-100%$205.2K———
Cascades Capital Asset Management, LLC
N/A—3,400-3,400-100%$111.8K———
Morgan Stanley
N/A—1,620-1,620-100%$53.2K———
Ameritas Advisory Services, LLC
N/A—1,560-1,560-100%$51.3K———
Aptus Capital Advisors, LLC
N/A—698-698-100%$22.9K———
Silver OAK Securities, Incorporated
N/A—107-107-100%$3.5K———
Vanguard Advisers Inc
N/A—47-47-100%$1.5K———
Showing 68 of 68 institutions