LPL Financial
ELCV

LPL Financial’s Eventide High Dividend ETF ELCV Stock Holding History

LPL Financial’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8M Buy
275,970
+28,329
+11% +$810K ﹤0.01% 2188
2025
Q4 		$6.57M Buy
247,641
+56,197
+29% +$1.5M ﹤0.01% 2301
2025
Q3 		$5.12M Buy
191,444
+67,942
+55% +$1.77M ﹤0.01% 2435
2025
Q2 		$3.14M Buy
123,502
+80,948
+190% +$1.97M ﹤0.01% 2705
2025
Q1 		$1.06M Buy
+42,554
New +$1.09M ﹤0.01% 3508

Other funds holding ELCV

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

LPL Financial's ELCV Position: Q1 2026 in Review

LPL Financial increased its Eventide High Dividend ETF (ELCV) stake by 11% in Q1 2026, buying an estimated $810K and bringing the position to 275,970 shares worth $8M. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

LPL Financial first reported a position in ELCV in Q1 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • LPL Financial held 275,970 shares of Eventide High Dividend ETF worth $8M as of Q1 2026.
  • LPL Financial bought 28,329 Eventide High Dividend ETF shares in Q1 2026, an estimated $810K.
  • Eventide High Dividend ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2188 holding.
  • LPL Financial first reported a position in Eventide High Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.