| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $28.1M | 968.7K | Reduced | Q1 2026 |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14.9M | 562.6K | New | Q4 2025 |
| 3 | CreativeOne Wealth, LLC | $7.3M | 250.7K | New | Q1 2026 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 191.3K | Reduced | Q1 2026 |
| 5 | Atria Investments, Inc | $2.5M | 85.7K | Reduced | Q1 2026 |
| 6 | Valmark Advisers, Inc. | $2.4M | 84.0K | Added | Q1 2026 |
| 7 | IFP Advisors, Inc | $644K | 22.2K | New | Q1 2026 |
| 8 | Merit Financial Group, LLC | $551K | 19.0K | Added | Q1 2026 |
| 9 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $400K | 13.8K | Added | Q1 2026 |
| 10 | Equitable Holdings, Inc. | $338K | 12.7K | Added | Q1 2026 |
| 11 | CITADEL ADVISORS LLC | $258K | 9.7K | New | Q3 2025 |
| 12 | Cornerstone Wealth Management, LLC | $254K | 8.8K | Added | Q1 2026 |
| 13 | Blue Trust, Inc. | $90K | 3.1K | Added | Q1 2026 |
| 14 | AdvisorNet Financial, Inc | $31K | 1.1K | New | Q1 2026 |
| 15 | Aptus Capital Advisors, LLC | $20K | 698 | Reduced | Q1 2026 |
| 16 | ASSETMARK, INC | $9K | 311 | Held | Q1 2026 |
| 17 | GeoWealth Management, LLC | $29 | 1 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 19 funds | $5.2B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $4.6B |
| NVIDIA CORPORATION COMNVDA | 19 funds | $3.6B |
| VANGUARD WORLD FDMGK | 19 funds | $3.5B |
| MICROSOFT CORP COMMSFT | 19 funds | $3.4B |
| GOOGLE INCGOOGL | 19 funds | $2.3B |
| ISHARES TRAGG | 19 funds | $2.1B |
| VANGUARD INDEX FDSVUG | 19 funds | $2.0B |
| VANGUARD TAX-MANAGED FDSVEA | 19 funds | $1.9B |
| VANGUARD VALUE ETFVTV | 19 funds | $1.6B |
| ISHARES INCIEMG | 19 funds | $1.5B |
| ISHARES TRIEFA | 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 + Form 4 insider transactions + 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.