56 tracked 13F filers disclose a position in ELCV as of the latest SEC 13F filings, a combined $181.8M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $39.9M | 1.2M | ▲+248% Added · +865K sh | Q2 2026 | |
| 2 | OneAscent Financial Services LLC | $34.4M | 1.0M | ▲+8.0% Added · +78K sh | Q2 2026 | |
| 3 | Faithward Advisors, LLC | $17.9M | 544K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 4 | Bare Financial Services, Inc | $14.9M | 453K | ▲+2.9% Added · +13K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $8.0M | 276K | ▲+11% Added · +28K sh | Q1 2026 | |
| 6 | OneAscent Wealth Management LLC | $9.0M | 274K | ▲+13% Added · +31K sh | Q2 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 259K | ▲+36% Added · +68K sh | Q2 2026 | |
| 8 | O'Connor Financial Group LLC | $6.3M | 191K | ▼−6.9% Reduced · −14K sh | Q2 2026 | |
| 9 | LVZ, Inc. | $5.0M | 152K | ▼−0.2% Reduced · −290 sh | Q2 2026 | |
| 10 | PAX Financial Group, LLC | $4.5M | 138K | ▲+0.4% Added · +586 sh | Q2 2026 | |
| 11 | Valmark Advisers, Inc. | $2.9M | 87K | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 12 | Strategic Equity Management | $2.7M | 82K | ▲+11% Added · +8K sh | Q2 2026 | |
| 13 | Atria Investments, Inc | $2.7M | 82K | ▼−4.7% Reduced · −4K sh | Q2 2026 | |
| 14 | SUMMIT WEALTH GROUP LLC / CO | $2.7M | 81K | ▲New +81K sh | Q2 2026 | |
| 15 | MONEYWISE, INC. | $2.1M | 63K | ▲+8.5% Added · +5K sh | Q2 2026 | |
| 16 | EverSource Wealth Advisors, LLC | $1.8M | 61K | ▲+67% Added · +24K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 53K | ▲+200% Added · +36K sh | Q1 2026 | |
| 18 | Sound Financial Strategies Group, LLC | $1.7M | 51K | ▲+0.8% Added · +414 sh | Q2 2026 | |
| 19 | First Heartland Consultants, Inc. | $1.6M | 48K | ▲+27% Added · +10K sh | Q2 2026 | |
| 20 | SageOak Financial, LLC | $990K | 30K | ▼−5.5% Reduced · −2K sh | Q2 2026 | |
| 21 | Tulsa Wealth Advisors, INC | $983K | 30K | ▲+11% Added · +3K sh | Q2 2026 | |
| 22 | Values First Advisors, Inc. | $941K | 29K | ▲+88% Added · +13K sh | Q2 2026 | |
| 23 | OneAscent Family Office, LLC | $860K | 26K | ▲+1.0% Added · +254 sh | Q2 2026 | |
| 24 | Merit Financial Group, LLC | $758K | 23K | ▲+21% Added · +4K sh | Q2 2026 | |
| 25 | Discipline Wealth Solutions, LLC | $754K | 23K | ▼−17% Reduced · −5K sh | Q2 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.
Last quarter, 5 funds opened a new position in ELCV and 16 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $1.2B |
| APPLE INCAAPL | 31 funds | $2.1B |
| NVIDIA CORPNVDA | 31 funds | $1.9B |
| AMAZON.COM INCAMZN | 29 funds | $1.0B |
| ELI LILLY & COLLY | 29 funds | $922.0M |
| ALPHABET INC-CL AGOOGL | 29 funds | $740.5M |
| ALPHABET INC-CL CGOOG | 29 funds | $704.0M |
| BROADCOM INCAVGO | 29 funds | $656.8M |
| TESLA INCTSLA | 29 funds | $407.3M |
| HOME DEPOT INCHD | 29 funds | $188.0M |
| VANGUARD S&P 500 ETFVOO | 28 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $2.0B |
Ranked by how many of ELCV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HNDLmc | 94 funds | $58.4M |
| SSUSFUND | 68 funds | $460.5M |
| ELCVthis pagemc | 56 funds | $181.8M |
| GOLYSTRATEGY SHS ETF | 42 funds | $40.3M |
| ESUMmc | 34 funds | $124.6M |
| ESIMmc | 14 funds | $10.7M |
| ESSCEVENTIDE SMALL C | 12 funds | $27.4M |
| ESLGmc | 12 funds | $11.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ELCV
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.
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.