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ELCV STRATEGY SHS

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EVEN HIGH DI ETF (fund)

32 managers (34 13F filers) reported a position in ELCV shares at 2025-03-31, 3,360,672 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
32
13F filers
34
New
8
Added
17
Reduced
7
Sold out
1
Shares held by filers
3,360,672

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding980,974$24.4M+177,133Timeline
Faithward Advisors, LLC857,413$21.3M3.72%+14,30713F-HRTimeline
Atria Investments, Inc277,735$6.91M0.09%-274,64113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC262,564$6.54M0.2%+188,86613F-HRTimelineGroup
PAX Financial Group, LLC160,211$3.99M0.71%+8,63013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…142,505$3.55M0.01%+127,39013F-HRTimeline
LVZ, Inc.121,491$3.02M0.4%new13F-HRTimeline
Cambridge Investment Research Advisors,…115,571$2.88M0.01%+21,67113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC58,098$1.45M0.01%+17,51813F-HRTimelineGroup
Sound Financial Strategies Group, LLC45,941$1.14M1.02%new13F-HRTimeline
LPL Financial LLC42,554$1.06M<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.35,182$876K0.09%-22,37813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,390$806K0.04%+31,55313F-HRTimelineGroup
Strategic Equity Management30,760$766K0.32%new13F-HRTimeline
MONEYWISE, INC.28,890$719K0.38%new13F-HRTimeline
Valmark Advisers, Inc.28,041$698K0.01%+4,66413F-HRTimeline
49 WEALTH MANAGEMENT, LLC25,965$646K0.08%+11,55013F-HRTimeline
GTS SECURITIES LLC22,677$564K0.02%+30813F-HRTimeline
RFG Advisory, LLC15,703$391K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,124$376K0.03%+3,88513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,596$363K<0.01%-6,83413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,518$312K<0.01%-3,74713F-HRTimelineGroup
Plan A Wealth LLC12,090$301K0.23%+2,83013F-HRTimeline
HighTower Advisors, LLC10,037$250K<0.01%new13F-HRTimeline
Values First Advisors, Inc.5,497$137K0.08%-2,36013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,723$42.9K<0.01%-34,98113F-HRTimeline
Blue Trust, Inc.1,532$38.1K<0.01%+80413F-HRTimeline
IFP Advisors, Inc1,050$26.1K<0.01%+10013F-HRTimeline
Bare Financial Services, Inc899$22.4K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC716$17.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225$5.6K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,38013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.