ESLV STRATEGY SHS
FollowEVEN LA VALU ETF (fund)
9 managers (9 13F filers) reported a position in ESLV shares at 2026-06-30, 203,613 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 5
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 203,613
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 111,402 | $3.19M | 0.19% | +26,872 | 13F-HRTimeline |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 32,253 | $923K | 0.06% | +1,399 | 13F-HRTimeline |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 23,520 | $673K | 0.03% | +2,209 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,563 | $531K | <0.01% | +4,105 | 13F-HRTimeline |
| Values First Advisors, Inc. | 7,663 | $219K | 0.1% | +4,535 | 13F-HR/ATimeline |
| OneAscent Financial Services LLCin group OneAscent Financial Services … | 7,216 | $207K | 0.01% | new | 13F-HRTimelineGroup |
| IFP Advisors, Inc | 1,443 | $41.3K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,443 | $41.3K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 110 | $3.15K | <0.01% | new | 13F-HRTimelineGroup |