Eventide Large Cap Value ETFESLVETF
13F holders, Q2 2026 (June 30)9holders +3
3new positions
0sold out
$28.63avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Eventide Large Cap Value ETF (ESLV) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Silver Oak Securities, Incorporated ($3.2M), Mosaic Family Wealth Partners, LLC ($923K) and Creative Financial Designs Inc. ($673K).
- Company
- Eventide Large Cap Value ETF
- Filed as
- STRATEGY SHS (Q2 2026)
- CUSIP
- 86280R126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $251K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 47,889 shares bought, net +47,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Silver Oak Securities, Incorporated | 0.19% | Add +31.8% | 111,402 | $3.2M |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +4.5% | 32,253 | $923K |
| Creative Financial Designs Inc. | 0.03% | Add +10.4% | 23,520 | $673K |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.4% | 18,563 | $531K |
| Values First Advisors, Inc. | 0.10% | Add +145.0% | 7,663 | $219K |
| OneAscent Financial Services LLC | 0.01% | New | 7,216 | $207K |
| IFP Advisors, Inc | 0.00% | No change | 1,443 | $41K |
| Osaic Holdings, Inc. | 0.00% | New | 1,443 | $41K |
| UBS Group AG | 0.00% | New | 110 | $3K |
"% of holder's portfolio" is ESLV's weight in each manager's 13F, not the share of Eventide Large Cap Value ETF the manager owns.