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Disclosery

ELCV STRATEGY SHS

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EVEN HIGH DI ETF (fund)

63 managers (65 13F filers) reported a position in ELCV shares at 2026-06-30, 6,142,037 shares in all. 15 filers opened a position and 2 filers sold out during the quarter.

Managers
63
13F filers
65
New
15
Added
31
Reduced
16
Sold out
2
Shares held by filers
6,142,037

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OneAscent Financial Services LLCgroup of 3 filers holding1,346,933$44.3M+108,963Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,213,511$39.9M1.9%+864,67913F-HRTimeline
Faithward Advisors, LLC544,378$17.9M2.18%-1,42213F-HRTimeline
Bare Financial Services, Inc452,904$14.9M3.42%+12,88913F-HRTimeline
LPL Financial LLC445,594$14.6M<0.01%+169,62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…259,422$8.37M0.01%+68,11513F-HRTimeline
O'Connor Financial Group LLC190,542$6.26M2.22%-14,04913F-HRTimeline
LVZ, Inc.152,464$5.01M0.51%-29013F-HRTimeline
PAX Financial Group, LLC137,699$4.53M0.67%+58613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,518$3.94M<0.01%+67,04213F-HRTimelineGroup
Cambridge Investment Research Advisors,…104,111$3.42M0.01%+12,33613F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,047$3.35M<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.86,729$2.85M0.03%+2,75813F-HRTimeline
Strategic Equity Management82,380$2.71M0.91%+8,36613F-HRTimeline
Atria Investments, Inc81,688$2.69M0.03%-4,05413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO80,829$2.66M0.22%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,623$2.39M<0.01%+50,73813F-HRTimeline
MONEYWISE, INC.62,607$2.06M0.77%+4,88713F-HRTimeline
Sound Financial Strategies Group, LLC51,323$1.69M1.07%+41413F-HRTimeline
First Heartland Consultants, Inc.48,116$1.58M0.1%+10,29013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46,463$1.53M0.05%-14,53013F-HRTimelineGroup
SageOak Financial, LLC30,128$990K0.65%-1,76813F-HRTimeline
Tulsa Wealth Advisors, INC29,913$983K0.14%+2,91413F-HRTimeline
Values First Advisors, Inc.28,627$941K0.43%+13,37113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,713$878K<0.01%+6,23013F-HRTimelineGroup
Merit Financial Group, LLC23,067$758K<0.01%+4,08013F-HR/ATimeline
Discipline Wealth Solutions, LLC22,952$754K0.07%-4,73113F-HRTimeline
IFP Advisors, Inc22,170$729K0.01%-3513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,569$709K<0.01%+12,78013F-HRTimelineGroup
Foundations Investment Advisors, LLC17,138$563K0.01%+3,33913F-HRTimeline
McAdam, LLC16,403$539K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,323$504K0.01%+16713F-HRTimeline
CARLSON FINANCIAL, INC.14,948$491K0.25%+2,33513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,874$423K<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,670$416K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC12,613$415K0.02%+3,84913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,484$410K<0.01%-23913F-HRTimelineGroup
Betterment LLC12,085$397K<0.01%+83113F-HRTimeline
Security Financial Services, INC.11,622$382K0.05%+45613F-HRTimeline
GTS SECURITIES LLC11,383$374K0.01%-6,29213F-HRTimeline
Clarity Asset Management, Inc.10,402$342K0.17%+4,95613F-HRTimeline
HighTower Advisors, LLC10,205$335K<0.01%+9213F-HRTimeline
Bedel Financial Consulting, Inc.10,014$329K0.03%-28313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,402$309K<0.01%+5,46213F-HRTimelineGroup
Schwallier Wealth Management LLC8,212$270K0.17%+9013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,868$259K<0.01%-4,18913F-HRTimelineGroup
Plan A Wealth LLC7,583$249K0.11%-52613F-HRTimeline
Cyndeo Wealth Partners, LLC6,927$228K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6,260$206K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,242$205K<0.01%-248,22913F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.6,235$205K0.03%new13F-HRTimeline
Cascades Capital Asset Management, LLC3,400$112K0.04%new13F-HRTimeline
Blue Trust, Inc.3,023$99.4K<0.01%-6513F-HRTimeline
CX Institutional2,917$96K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,620$53.2K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,560$51.3K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc985$32.4K<0.01%-10013F-HRTimeline
Aptus Capital Advisors, LLC698$22.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC311$10.2K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…289$9.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA167$5.49K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED107$3.51K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC47$1.54K<0.01%new13F-HRTimelineGroup