$30.64

+0.19 (+0.62%)

Weekly Expected Move ±1.6%

$30 $30 $31 $31 $32

ETF AMEX · AUM $165.9M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — ELCV

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

201M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (74 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	CREATIVE FINANCIAL DESIGNS INC /ADV	1,213,511	37M	+864,679	+247.9%	7Q	SEC ↗
2	OneAscent Financial Services LLC	1,046,436	32M	+77,699	+8.0%	7Q	SEC ↗
3	Faithward Advisors, LLC	544,378	17M	-1,422	-0.3%	7Q	SEC ↗
4	Bare Financial Services, Inc	452,904	14M	+12,889	+2.9%	4Q	SEC ↗
5	LPL Financial LLC	445,594	14M	+169,624	+61.5%	6Q	SEC ↗
6	OneAscent Wealth Management LLC	274,331	8M	+31,010	+12.7%	7Q	SEC ↗
7	WEALTH ENHANCEMENT ADVISORY SERVICES,	259,422	8M	+68,115	+35.6%	7Q	SEC ↗
8	O'Connor Financial Group LLC	190,542	6M	-14,049	-6.9%	5Q	SEC ↗
9	LVZ, Inc.	152,464	5M	-290	-0.2%	6Q	SEC ↗
10	PAX Financial Group, LLC	137,699	4M	+586	+0.4%	7Q	SEC ↗
11	JONES FINANCIAL COMPANIES LLLP	120,518	4M	+67,042	+125.4%	4Q	SEC ↗
12	Cambridge Investment Research Advisors	104,111	3M	+12,336	+13.4%	7Q	SEC ↗
13	STIFEL FINANCIAL CORP NEW	102,047	3M	—	+0.0%	1Q	SEC ↗
14	Valmark Advisers, Inc.	86,729	3M	+2,758	+3.3%	7Q	SEC ↗
15	Strategic Equity Management	82,380	3M	+8,366	+11.3%	6Q	SEC ↗
16	Atria Investments, Inc	81,688	3M	-4,054	-4.7%	7Q	SEC ↗
17	SUMMIT WEALTH GROUP LLC / CO NEW	80,829	2M	—	+0.0%	1Q	SEC ↗
18	COMMONWEALTH EQUITY SERVICES, LLC	72,623	2M	+50,738	+231.8%	2Q	SEC ↗
19	MONEYWISE, INC.	62,607	2M	+4,887	+8.5%	6Q	SEC ↗
20	Sound Financial Strategies Group, LLC	51,323	2M	+414	+0.8%	6Q	SEC ↗
21	First Heartland Consultants, Inc.	48,116	1M	+10,290	+27.2%	7Q	SEC ↗
22	EverSource Wealth Advisors, LLC	46,463	1M	-14,530	-23.8%	7Q	SEC ↗
23	SageOak Financial, LLC	30,128	923K	-1,768	-5.5%	5Q	SEC ↗
24	Tulsa Wealth Advisors, INC	29,913	917K	+2,914	+10.8%	2Q	SEC ↗
25	Values First Advisors, Inc.	28,627	877K	+13,371	+87.6%	7Q	SEC ↗
26	ENVESTNET ASSET MANAGEMENT INC	26,713	818K	+6,230	+30.4%	4Q	SEC ↗
27	OneAscent Family Office, LLC	26,166	802K	+254	+1.0%	7Q	SEC ↗
28	Merit Financial Group, LLC	23,067	707K	+4,080	+21.5%	4Q	SEC ↗
29	Discipline Wealth Solutions, LLC	22,952	703K	-4,731	-17.1%	2Q	SEC ↗
30	IFP Advisors, Inc	22,170	679K	-35	-0.2%	7Q	SEC ↗
31	RAYMOND JAMES FINANCIAL INC	21,569	661K	+12,780	+145.4%	2Q	SEC ↗
32	Foundations Investment Advisors, LLC	17,138	525K	+3,339	+24.2%	4Q	SEC ↗
33	McAdam, LLC NEW	16,403	503K	—	+0.0%	1Q	SEC ↗
34	HARBOUR INVESTMENTS, INC.	15,323	469K	+167	+1.1%	7Q	SEC ↗
35	CARLSON FINANCIAL, INC.	14,948	458K	+2,335	+18.5%	3Q	SEC ↗
36	Kestra Advisory Services, LLC NEW	12,874	394K	—	+0.0%	1Q	SEC ↗
37	NATIXIS ADVISORS, LLC NEW	12,670	388K	—	+0.0%	1Q	SEC ↗
38	Cornerstone Wealth Management, LLC	12,613	386K	+3,849	+43.9%	4Q	SEC ↗
39	Equitable Holdings, Inc.	12,484	383K	-239	-1.9%	4Q	SEC ↗
40	Betterment LLC	12,085	370K	+831	+7.4%	4Q	SEC ↗
41	Security Financial Services, INC.	11,622	356K	+456	+4.1%	4Q	SEC ↗
42	GTS SECURITIES LLC	11,383	349K	-6,292	-35.6%	7Q	SEC ↗
43	Clarity Asset Management, Inc.	10,402	319K	+4,956	+91.0%	2Q	SEC ↗
44	HighTower Advisors, LLC	10,205	313K	+92	+0.9%	6Q	SEC ↗
45	Bedel Financial Consulting, Inc.	10,014	307K	-283	-2.7%	4Q	SEC ↗
46	OSAIC HOLDINGS, INC.	9,402	288K	+5,462	+138.6%	5Q	SEC ↗
47	Schwallier Wealth Management LLC	8,212	252K	+90	+1.1%	2Q	SEC ↗
48	ROYAL BANK OF CANADA	7,868	241K	-4,189	-34.7%	3Q	SEC ↗
49	Plan A Wealth LLC	7,583	232K	-526	-6.5%	7Q	SEC ↗
50	Cyndeo Wealth Partners, LLC NEW	6,927	212K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (16)

Holder	Shares	Value
STIFEL FINANCIAL CORP	102,047	3M
SUMMIT WEALTH GROUP LLC / CO	80,829	2M
McAdam, LLC	16,403	503K
Kestra Advisory Services, LLC	12,874	394K
NATIXIS ADVISORS, LLC	12,670	388K
Cyndeo Wealth Partners, LLC	6,927	212K
Farther Finance Advisors, LLC	6,260	192K
Whitaker-Myers Wealth Managers, LTD	6,235	191K
Cascades Capital Asset Management,	3,400	104K
MORGAN STANLEY	1,620	50K
Ameritas Advisory Services, LLC	1,560	48K
MERCER GLOBAL ADVISORS INC /ADV	395	12K
INTERNATIONAL ASSETS INVESTMENT MAN	289	9K
PRIVATE TRUST CO NA	167	5K
SILVER OAK SECURITIES, INCORPORATED	107	3K
VANGUARD ADVISERS INC	47	1K

Sold Out (8)

Holder	Prev Shares	Prev Value
49 WEALTH MANAGEMENT, LLC	40,364	1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	15,558	477K
Sanctuary Advisors, LLC	9,441	289K
OneAscent Investment Solutions LLC	8,161	250K
CENTAURUS FINANCIAL, INC.	4,636	142K
LGT Financial Advisors LLC	372	11K
UBS Group AG	70	2K
GeoWealth Management, LLC	1	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
CREATIVE FINANCIAL DESIGNS INC /ADV	+864,679	+247.9%	1,213,511
LPL Financial LLC	+169,624	+61.5%	445,594
OneAscent Financial Services LLC	+77,699	+8.0%	1,046,436
WEALTH ENHANCEMENT ADVISORY SERVICE	+68,115	+35.6%	259,422
JONES FINANCIAL COMPANIES LLLP	+67,042	+125.4%	120,518
COMMONWEALTH EQUITY SERVICES, LLC	+50,738	+231.8%	72,623
OneAscent Wealth Management LLC	+31,010	+12.7%	274,331
Values First Advisors, Inc.	+13,371	+87.6%	28,627
Bare Financial Services, Inc	+12,889	+2.9%	452,904
RAYMOND JAMES FINANCIAL INC	+12,780	+145.4%	21,569
Cambridge Investment Research Advis	+12,336	+13.4%	104,111
First Heartland Consultants, Inc.	+10,290	+27.2%	48,116
Strategic Equity Management	+8,366	+11.3%	82,380
ENVESTNET ASSET MANAGEMENT INC	+6,230	+30.4%	26,713
OSAIC HOLDINGS, INC.	+5,462	+138.6%	9,402
Clarity Asset Management, Inc.	+4,956	+91.0%	10,402
MONEYWISE, INC.	+4,887	+8.5%	62,607
Merit Financial Group, LLC	+4,080	+21.5%	23,067
Cornerstone Wealth Management, LLC	+3,849	+43.9%	12,613
Foundations Investment Advisors, LL	+3,339	+24.2%	17,138

Biggest Decreases (16)

Holder	Reduced	Change %	Total Shares
CreativeOne Wealth, LLC	-248,229	-97.5%	6,242
EverSource Wealth Advisors, LLC	-14,530	-23.8%	46,463
O'Connor Financial Group LLC	-14,049	-6.9%	190,542
GTS SECURITIES LLC	-6,292	-35.6%	11,383
Discipline Wealth Solutions, LLC	-4,731	-17.1%	22,952
ROYAL BANK OF CANADA	-4,189	-34.7%	7,868
Atria Investments, Inc	-4,054	-4.7%	81,688
SageOak Financial, LLC	-1,768	-5.5%	30,128
Faithward Advisors, LLC	-1,422	-0.3%	544,378
Plan A Wealth LLC	-526	-6.5%	7,583
LVZ, Inc.	-290	-0.2%	152,464
Bedel Financial Consulting, Inc.	-283	-2.7%	10,014
Equitable Holdings, Inc.	-239	-1.9%	12,484
AdvisorNet Financial, Inc	-100	-9.2%	985
Blue Trust, Inc.	-65	-2.1%	3,023
IFP Advisors, Inc	-35	-0.2%	22,170

ELCV Institutional Ownership

Institutional Ownership — ELCV

Ownership Trends

Top Institutional Holders (74 total)

Recent Activity

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