ESLV Institutional Ownership
Eventide Large Cap Value ETF
1W: -0.7%
1M: -4.0%
3M: -3.0%
YTD: +9.1%
1Y: +10.9%
$27.86
+0.11 (+0.40%)
Weekly Expected Move ±1.2%
$27
$28
$28
$28
$29
Overview
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Institutional Ownership — ESLV
9
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
3
New Positions
5
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SILVER OAK SECURITIES, INCORPORATED | 111,402 | 3M | +26,872 | +31.8% | 2Q | SEC ↗ |
| 2 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 32,253 | 899K | +1,399 | +4.5% | 2Q | SEC ↗ |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | 23,520 | 655K | +2,209 | +10.4% | 3Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 18,563 | 517K | +4,105 | +28.4% | 2Q | SEC ↗ |
| 5 | Values First Advisors, Inc. | 7,663 | 213K | +4,535 | +145.0% | 3Q | SEC ↗ |
| 6 | OneAscent Financial Services LLC NEW | 7,216 | 201K | — | +0.0% | 1Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. NEW | 1,443 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 8 | IFP Advisors, Inc | 1,443 | 40K | — | +0.0% | 2Q | SEC ↗ |
| 9 | UBS Group AG NEW | 110 | 3K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| OneAscent Financial Services LLC | 7,216 | 201K |
| OSAIC HOLDINGS, INC. | 1,443 | 40K |
| UBS Group AG | 110 | 3K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | +26,872 | +31.8% | 111,402 |
| Values First Advisors, Inc. | +4,535 | +145.0% | 7,663 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,105 | +28.4% | 18,563 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +2,209 | +10.4% | 23,520 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +1,399 | +4.5% | 32,253 |
Biggest Decreases (0)
None.