Eventide Large Cap Value ETFESLVETF
13F holders, Q1 2026 (March 31)6holders +4
4new positions
0sold out
$26.23avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Eventide Large Cap Value ETF (ESLV) in their 13F filings, up 4 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were Silver Oak Securities, Incorporated ($2.2M), Mosaic Family Wealth Partners, LLC ($809K) and Creative Financial Designs Inc. ($559K).
- Company
- Eventide Large Cap Value ETF
- Filed as
- STRATEGY SHS (Q1 2026)
- CUSIP
- 86280R126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.4M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 140,231 shares bought, net +140,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Silver Oak Securities, Incorporated | 0.16% | New | 84,530 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.08% | New | 30,854 | $809K |
| Creative Financial Designs Inc. | 0.03% | Add +72.3% | 21,311 | $559K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,458 | $379K |
| Values First Advisors, Inc. | 0.04% | Add +0.2% | 3,128 | $82K |
| IFP Advisors, Inc | 0.00% | New | 1,443 | $38K |
"% 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.