ESLG Institutional Ownership
Eventide Large Cap Growth ETF
1W: +0.6%
1M: +1.1%
3M: +0.5%
YTD: +14.6%
1Y: +13.7%
$28.66
+0.12 (+0.42%)
Weekly Expected Move ±1.5%
$28
$28
$29
$29
$29
Overview
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Holdings
Changes
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Institutional Ownership — ESLG
16
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
3
New Positions
10
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | 145,632 | $4M | +12,484 | +9.4% | 3Q | SEC ↗ |
| 2 | Valmark Advisers, Inc. | 77,447 | $2M | +5,662 | +7.9% | 3Q | SEC ↗ |
| 3 | PAX Financial Group, LLC | 56,976 | $2M | +795 | +1.4% | 3Q | SEC ↗ |
| 4 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 34,316 | $984K | +3,350 | +10.8% | 2Q | SEC ↗ |
| 5 | First Heartland Consultants, Inc. | 25,977 | $745K | +996 | +4.0% | 3Q | SEC ↗ |
| 6 | Whitaker-Myers Wealth Managers, LTD. | 16,497 | $473K | +1,477 | +9.8% | 3Q | SEC ↗ |
| 7 | EverSource Wealth Advisors, LLC | 15,615 | $448K | -5,805 | -27.1% | 3Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 11,670 | $334K | +2,266 | +24.1% | 2Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 10,406 | $298K | +10,317 | +11592.1% | 2Q | SEC ↗ |
| 10 | Independent Advisor Alliance NEW | 7,936 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | 5,177 | $148K | +571 | +12.4% | 3Q | SEC ↗ |
| 12 | Values First Advisors, Inc. | 5,038 | $144K | +3,346 | +197.8% | 3Q | SEC ↗ |
| 13 | IFP Advisors, Inc | 1,987 | $57K | — | +0.0% | 2Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO NEW | 1,831 | $52K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Aptus Capital Advisors, LLC NEW | 216 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 16 | 49 WEALTH MANAGEMENT, LLC | 0 | $0K | -33,731 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Independent Advisor Alliance | 7,936 | $227K |
| JPMORGAN CHASE & CO | 1,831 | $52K |
| Aptus Capital Advisors, LLC | 216 | $6K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 33,731 | $967K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | +12,484 | +9.4% | 145,632 |
| OSAIC HOLDINGS, INC. | +10,317 | +11592.1% | 10,406 |
| Valmark Advisers, Inc. | +5,662 | +7.9% | 77,447 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +3,350 | +10.8% | 34,316 |
| Values First Advisors, Inc. | +3,346 | +197.8% | 5,038 |
| Cambridge Investment Research Advis | +2,266 | +24.1% | 11,670 |
| Whitaker-Myers Wealth Managers, LTD | +1,477 | +9.8% | 16,497 |
| First Heartland Consultants, Inc. | +996 | +4.0% | 25,977 |
| PAX Financial Group, LLC | +795 | +1.4% | 56,976 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +571 | +12.4% | 5,177 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | -5,805 | -27.1% | 15,615 |