ELCV institutional holders

STRATEGY SHS · 13F, 2026Q2

Managers holding65
Shares held6,246,148
Reported value$205.1m
Quarter flows15 new, 31 added, 16 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CREATIVE FINANCIAL DESIGNS INC /ADV1,213,511$39.9m1.9%
OneAscent Financial Services LLC1,046,436$34.4m1.6%
Faithward Advisors, LLC544,378$17.9m2.2%
Bare Financial Services, Inc452,904$14.9m3.4%
LPL Financial LLC445,594$14.6m0.0%
OneAscent Wealth Management LLC274,331$9.0m2.7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC259,422$8.4m0.0%
Cambridge Investment Research Advisors, Inc.208,222$6.8m0.0%
O'Connor Financial Group LLC190,542$6.3m2.2%
LVZ, Inc.152,464$5.0m0.5%
PAX Financial Group, LLC137,699$4.5m0.7%
JONES FINANCIAL COMPANIES LLLP120,518$3.9m0.0%
STIFEL FINANCIAL CORP102,047$3.4m0.0%
Valmark Advisers, Inc.86,729$2.9m0.0%
Strategic Equity Management82,380$2.7m0.9%
Atria Investments, Inc81,688$2.7m0.0%
SUMMIT WEALTH GROUP LLC / CO80,829$2.7m0.2%
COMMONWEALTH EQUITY SERVICES, LLC72,623$2.4m0.0%
MONEYWISE, INC.62,607$2.1m0.8%
Sound Financial Strategies Group, LLC51,323$1.7m1.1%
First Heartland Consultants, Inc.48,116$1.6m0.1%
EverSource Wealth Advisors, LLC46,463$1.5m0.1%
SageOak Financial, LLC30,128$990,3180.6%
Tulsa Wealth Advisors, INC29,913$983,2400.1%
Values First Advisors, Inc.28,627$941,0120.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ELCV"). ELCV price history · All 13F data

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