This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ELCV/capital-change-brief"
Use Arkolith's capital_change_brief for ELCV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $28.1M | 969K | ▼−9.6% Reduced · −103K sh | Q1 2026 | |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10.1M | 349K | ▼−38% Reduced · −214K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $8.0M | 276K | ▲+11% Added · +28K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 259K | ▲+36% Added · +68K sh | Q2 2026 | |
| 5 | CreativeOne Wealth, LLC | $7.4M | 254K | ▲42× Added · +248K sh | Q1 2026 | |
| 6 | LVZ, Inc. | $5.0M | 152K | ▼−0.2% Reduced · −290 sh | Q2 2026 | |
| 7 | Atria Investments, Inc | $2.5M | 86K | ▼−9.7% Reduced · −9K sh | Q1 2026 | |
| 8 | Valmark Advisers, Inc. | $2.4M | 84K | ▲+6.2% Added · +5K sh | Q1 2026 | |
| 9 | EverSource Wealth Advisors, LLC | $1.8M | 61K | ▲+67% Added · +24K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 53K | ▲+200% Added · +36K sh | Q1 2026 | |
| 11 | First Heartland Consultants, Inc. | $1.6M | 48K | ▲+27% Added · +10K sh | Q2 2026 | |
| 12 | SageOak Financial, LLC | $990K | 30K | ▼−5.5% Reduced · −2K sh | Q2 2026 | |
| 13 | IFP Advisors, Inc | $644K | 22K | ▲+1.3% Added · +282 sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $635K | 22K | ▲New +22K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $594K | 20K | ▲+37% Added · +5K sh | Q1 2026 | |
| 16 | Merit Financial Group, LLC | $551K | 19K | ▲+2.4% Added · +448 sh | Q1 2026 | |
| 17 | GTS SECURITIES LLC | $513K | 18K | ▼−34% Reduced · −9K sh | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $440K | 15K | ▲63× Added · +15K sh | Q1 2026 | |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $400K | 14K | ▲+18% Added · +2K sh | Q1 2026 | |
| 20 | Equitable Holdings, Inc. | $338K | 13K | ▲+3.1% Added · +383 sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $350K | 12K | ▼−54% Reduced · −14K sh | Q1 2026 | |
| 22 | Security Financial Services, INC. | $382K | 12K | ▲+4.1% Added · +456 sh | Q2 2026 | |
| 23 | Clarity Asset Management, Inc. | $342K | 10K | ▲+91% Added · +5K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $293K | 10K | —Held | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $255K | 9K | ▲New +9K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| HNDLmc | 71 funds | $54.4M |
| SSUScommon | 47 funds | $341.6M |
| ELCVthis pagemc | 34 funds | $84.5M |
| GOLYSTRATEGY SHS ETF | 33 funds | $35.6M |
| ESUMmc | 27 funds | $108.4M |
| ESIMmc | 11 funds | $7.9M |
| SSFIDAY HAGAN SMART | 9 funds | $23.5M |
| SSXUDAY HAGAN SMART | 8 funds | $19.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $5.2B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $4.6B |
| NVIDIA CORPNVDA | 19 funds | $3.6B |
| VANGUARD MEGA CAP GROWTH ETFMGK | 19 funds | $3.5B |
| MICROSOFT CORPMSFT | 19 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 19 funds | $2.1B |
| VANGUARD GROWTH ETFVUG | 19 funds | $2.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 19 funds | $1.9B |
| VANGUARD VALUE ETFVTV | 19 funds | $1.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 19 funds | $1.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 19 funds | $1.5B |
Ranked by how many of ELCV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ELCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.