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Eventide High Dividend ETF (ELCV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Eventide High Dividend ETF (NYSEARCA:ELCV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$14.10M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$87.61K
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ELCV Institutional Buying and Selling by Quarter

Eventide High Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC7,139$216K0.0%+14.0%0.074%
5/18/2026EverSource Wealth Advisors LLC60,993$1.77M0.1%+66.9%0.910%
4/17/2026AdvisorNet Financial Inc1,085$31K0.0%N/A0.018%
2/6/2026EverSource Wealth Advisors LLC36,550$970K0.0%+1.3%0.641%
2/6/2026Bare Financial Services Inc414,551$11.00M3.1%+20.2%7.273%
2/6/2026Creative Financial Designs Inc. ADV562,555$14.93M0.9%+4.4%9.869%
2/4/2026AIFG Consultants Ltd.30,181$801K1.4%+14.7%0.529%
2/4/202649 Wealth Management LLC41,726$1.11M0.1%+4.6%0.732%
1/26/2026O Connor Financial Group LLC206,659$5.73M2.3%-0.4%3.626%
11/13/2025Betterment LLC11,344$303K0.0%N/A0.199%
11/12/202549 Wealth Management LLC39,885$1.07M0.1%+43.7%0.700%
11/12/2025Creative Financial Designs Inc. ADV538,856$14.41M1.0%+5.5%9.454%
11/12/2025Bare Financial Services Inc344,928$9.22M2.8%N/A6.051%
11/10/2025EverSource Wealth Advisors LLC36,067$965K0.0%+10.0%0.633%
10/27/2025O Connor Financial Group LLC207,426$5.55M2.3%-1.2%3.704%
10/14/2025AIFG Consultants Ltd.26,309$704K1.2%-10.9%0.478%
8/13/2025EverSource Wealth Advisors LLC32,798$833K0.0%+1.3%0.643%
8/7/202549 Wealth Management LLC27,762$705K0.1%+6.9%0.544%
8/4/2025Creative Financial Designs Inc. ADV510,605$12.97M0.9%+3,276.1%10.012%
7/21/2025AIFG Consultants Ltd.29,518$750K1.5%N/A0.579%
7/7/2025O Connor Financial Group LLC209,941$5.38M2.4%N/A4.157%
5/13/2025EverSource Wealth Advisors LLC32,390$806K0.0%+3,769.8%0.820%
4/30/202549 Wealth Management LLC25,965$646K0.1%+80.1%0.715%
4/23/2025Creative Financial Designs Inc. ADV15,124$376K0.0%+34.6%0.417%
2/18/202549 Wealth Management LLC14,415$356K0.1%N/A0.000%
2/10/2025Creative Financial Designs Inc. ADV11,239$278K0.0%N/A0.000%


ELCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Eventide High Dividend ETF. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($14.93M), Bare Financial Services Inc ($11.00M), O Connor Financial Group LLC ($5.73M), EverSource Wealth Advisors LLC ($1.77M), 49 Wealth Management LLC ($1.11M), AIFG Consultants Ltd. ($801K), and Betterment LLC ($303K).Learn more on Eventide High Dividend ETF's institutional investors.

Of the 9 institutional investors that purchased Eventide High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($562.56K), Bare Financial Services Inc ($414.55K), O Connor Financial Group LLC ($209.94K), EverSource Wealth Advisors LLC ($60.16K), 49 Wealth Management LLC ($41.73K), AIFG Consultants Ltd. ($33.39K), and Betterment LLC ($11.34K).

Institutional investors have bought a total of 525,840 shares in the last 24 months. This purchase volume represents approximately $14.10M in transactions.

The following institutional investors have sold Eventide High Dividend ETF stock in the last 24 months: O Connor Financial Group LLC ($3.28K).

Institutional investors have sold a total of 3,282 shares in the last 24 months. This volume of shares sold represents approximately $87.61K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ELCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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