LPL Financial
ELCV icon

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
Q3 		$37.5M Buy
1,238,423
+792,829
+178% +$25.1M 0.01% 1207
2026
Q2 		$14.6M Buy
445,594
+169,624
+61% +$5.28M ﹤0.01% 1801
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

Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial's ELCV Position: Q3 2026 in Review

LPL Financial increased its Eventide High Dividend ETF (ELCV) stake by 178% in Q3 2026, buying an estimated $25.1M and bringing the position to 1,238,423 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #1207.

LPL Financial first reported a position in ELCV in Q1 2025 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold ELCV as of Q3 2026.

  • LPL Financial held 1,238,423 shares of Eventide High Dividend ETF worth $37.5M as of Q3 2026.
  • LPL Financial bought 792,829 Eventide High Dividend ETF shares in Q3 2026, an estimated $25.1M.
  • Eventide High Dividend ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1207 holding.
  • LPL Financial first reported a position in Eventide High Dividend ETF in Q1 2025 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.