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Disclosery

ELCV STRATEGY SHS

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EVEN HIGH DI ETF (fund)

49 managers (52 13F filers) reported a position in ELCV shares at 2025-12-31, 4,941,821 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
49
13F filers
52
New
2
Added
34
Reduced
10
Sold out
5
Shares held by filers
4,941,821

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 4 filers holding1,393,994$37M+397,355Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV562,555$14.9M0.94%+23,69913F-HRTimeline
Faithward Advisors, LLC538,230$14.3M2.09%-5,31513F-HRTimeline
Bare Financial Services, Inc414,551$11M3.06%+69,62313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…394,545$10.8M0.01%+221,39813F-HRTimeline
LPL Financial LLC247,641$6.57M<0.01%+56,19713F-HRTimeline
O'Connor Financial Group LLC206,659$5.73M2.28%-76713F-HRTimeline
LVZ, Inc.158,433$4.2M0.47%+68413F-HR/ATimeline
PAX Financial Group, LLC138,395$3.67M0.63%+7,55813F-HRTimeline
Atria Investments, Inc94,951$2.52M0.03%-220,67913F-HRTimeline
Valmark Advisers, Inc.79,048$2.1M0.03%+3,56613F-HRTimeline
Cambridge Investment Research Advisors,…76,883$2.04M0.01%+20,27813F-HRTimeline
Strategic Equity Management69,191$1.84M0.62%+9,27713F-HRTimeline
MONEYWISE, INC.54,830$1.46M0.61%+5,34413F-HRTimeline
Sound Financial Strategies Group, LLC42,719$1.13M0.8%-47513F-HRTimeline
49 WEALTH MANAGEMENT, LLC41,726$1.11M0.09%+1,84113F-HRTimeline
First Heartland Consultants, Inc.38,173$1.01M0.08%-13,82913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…36,550$970K0.04%+48313F-HRTimelineGroup
SageOak Financial, LLC32,305$857K0.62%+33113F-HRTimeline
AIFG Consultants Ltd.30,181$801K1.38%+3,87213F-HRTimeline
GTS SECURITIES LLC26,813$712K0.02%+16,75913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,096$693K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc21,923$582K0.01%+19313F-HRTimeline
Merit Financial Group, LLC18,539$492K<0.01%+2,46513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,802$472K<0.01%+13,58213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,558$413K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,984$398K<0.01%+3,56013F-HRTimelineGroup
Values First Advisors, Inc.13,074$347K0.18%+4,51613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,340$328K<0.01%+1,40313F-HRTimelineGroup
CARLSON FINANCIAL, INC.11,824$314K0.18%13F-HRTimeline
Foundations Investment Advisors, LLC11,685$310K<0.01%-72813F-HRTimeline
Betterment LLC11,607$308K<0.01%+26313F-HRTimeline
Security Financial Services, INC.10,573$281K0.04%+2,15413F-HRTimeline
HighTower Advisors, LLC10,113$268K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,648$256K<0.01%+1,25413F-HRTimelineGroup
Sanctuary Advisors, LLC9,441$251K<0.01%-3,60613F-HRTimeline
CX Institutional9,398$249K0.01%+7,22013F-HRTimeline
Cornerstone Wealth Management, LLC8,690$231K0.01%+1613F-HRTimeline
Bedel Financial Consulting, Inc.8,533$226K0.02%+713F-HRTimeline
Plan A Wealth LLC7,886$209K0.1%-2,73513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,636$123K0.01%+7713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,110$109K<0.01%+82413F-HRTimelineGroup
Blue Trust, Inc.3,023$80.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC971$25.8K<0.01%+10213F-HRTimeline
LGT Financial Advisors LLC372$9.87K0.06%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC311$8.25K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.240$6.37K<0.01%-37713F-HRTimeline
UBS Group AGin group UBS Group AG70$1.86K<0.01%-1,03713F-HRTimelineGroup
GeoWealth Management, LLC1$27<0.01%013F-HRTimeline