Skip to content
Disclosery

ELCV STRATEGY SHS

Follow

EVEN HIGH DI ETF (fund)

50 managers (52 13F filers) reported a position in ELCV shares at 2026-03-31, 4,789,130 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
50
13F filers
52
New
8
Added
23
Reduced
18
Sold out
7
Shares held by filers
4,789,130

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 4 filers holding1,237,970$35.9M-156,024Timeline
Faithward Advisors, LLC545,800$15.8M2.26%+7,57013F-HRTimeline
Bare Financial Services, Inc440,015$12.8M3.37%+25,46413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV348,832$10.1M0.61%-213,72313F-HRTimeline
LPL Financial LLC275,970$8M<0.01%+28,32913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC254,471$7.38M0.17%new13F-HRTimelineGroup
O'Connor Financial Group LLC204,591$5.93M2.43%-2,06813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,307$5.56M0.01%-203,23813F-HRTimeline
LVZ, Inc.152,754$4.43M0.51%-5,67913F-HRTimeline
PAX Financial Group, LLC137,113$3.98M0.68%-1,28213F-HRTimeline
Cambridge Investment Research Advisors,…91,775$2.66M0.01%+14,89213F-HRTimeline
Atria Investments, Inc85,742$2.49M0.03%-9,20913F-HRTimeline
Valmark Advisers, Inc.83,971$2.44M0.03%+4,92313F-HRTimeline
Strategic Equity Management74,014$2.15M0.81%+4,82313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60,993$1.77M0.05%+24,44313F-HR/ATimelineGroup
MONEYWISE, INC.57,720$1.67M0.73%+2,89013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,476$1.55M<0.01%+35,67413F-HRTimelineGroup
Sound Financial Strategies Group, LLC50,909$1.48M1.01%+8,19013F-HRTimeline
49 WEALTH MANAGEMENT, LLC40,364$1.17M0.09%-1,36213F-HRTimeline
First Heartland Consultants, Inc.37,826$1.1M0.08%-34713F-HRTimeline
SageOak Financial, LLC31,896$925K0.65%-40913F-HRTimeline
Discipline Wealth Solutions, LLC27,683$803K0.08%new13F-HRTimeline
Tulsa Wealth Advisors, INC26,999$783K0.14%new13F-HRTimeline
IFP Advisors, Inc22,205$644K0.01%+28213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,885$635K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,483$594K<0.01%+5,49913F-HRTimelineGroup
Merit Financial Group, LLC18,987$551K<0.01%+44813F-HRTimeline
GTS SECURITIES LLC17,675$513K0.02%-9,13813F-HRTimeline
Values First Advisors, Inc.15,256$442K0.23%+2,18213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,156$440K0.01%+14,91613F-HRTimeline
Foundations Investment Advisors, LLC13,799$400K<0.01%+2,11413F-HRTimeline
CARLSON FINANCIAL, INC.12,613$366K0.22%+78913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,057$350K<0.01%-14,03913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,723$338K<0.01%+38313F-HRTimelineGroup
Betterment LLC11,254$326K<0.01%-35313F-HRTimeline
Security Financial Services, INC.11,166$324K0.05%+59313F-HRTimeline
Bedel Financial Consulting, Inc.10,297$299K0.03%+1,76413F-HRTimeline
HighTower Advisors, LLC10,113$293K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,789$255K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC8,764$254K0.01%+7413F-HRTimeline
Schwallier Wealth Management LLC8,122$236K0.17%new13F-HRTimeline
Plan A Wealth LLC8,109$235K0.11%+22313F-HRTimeline
Clarity Asset Management, Inc.5,446$158K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,940$114K<0.01%-17013F-HRTimelineGroup
Blue Trust, Inc.3,088$89.6K<0.01%+6513F-HRTimeline
CX Institutional2,917$85K<0.01%-6,48113F-HRTimeline
AdvisorNet Financial, Inc1,085$31.5K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC698$20.2K<0.01%-27313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC311$9.02K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC1$29<0.01%013F-HRTimeline