Public ownership evidence

Eventide High Dividend ETF (ELCV) Ownership Disclosures

Read ELCV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Eventide High Dividend ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
14,948
Value (USD)
$491,357
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ELCV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ELCV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-2514,948$491,357None
CARLSON FINANCIAL, INC.2026-03-312026-08-2512,613$365,778None
CARLSON FINANCIAL, INC.2025-12-312026-08-2511,824$313,796None
Equitable Holdings, Inc.2026-06-302026-08-1812,484$410,342None
Schwallier Wealth Management LLC2026-06-302026-08-158,212$269,927None
Ameritas Advisory Services, LLC2026-06-302026-08-151,560$51,289None
Foundations Investment Advisors, LLC2026-06-302026-08-1517,138$563,326None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,000$33,171None
OSAIC HOLDINGS, INC.2026-06-302026-08-15387$12,721None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,015$263,582None
Betterment LLC2026-06-302026-08-1512,085$397,000None
GTS SECURITIES LLC2026-06-302026-08-1511,383$374,159None
Cascades Capital Asset Management, LLC2026-06-302026-08-153,400$111,758None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15120,518$3,939,733None
ROYAL BANK OF CANADA2026-06-302026-08-157,868$259,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1512,670$416,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,234$467,872None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,335$241,101None
CreativeOne Wealth, LLC2026-06-302026-08-145,354$175,986None
CreativeOne Wealth, LLC2026-06-302026-08-14888$29,189None
VANGUARD ADVISERS INC2026-06-302026-08-1447$1,545None
MORGAN STANLEY2026-06-302026-08-141,620$53,249None
Aptus Capital Advisors, LLC2026-06-302026-08-13698$22,943None
Faithward Advisors, LLC2026-06-302026-08-13544,378$17,893,718None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1315,323$503,653None
STIFEL FINANCIAL CORP2026-06-302026-08-13102,047$3,354,288None
OneAscent Family Office, LLC2026-06-302026-08-1226,166$860,089None
OneAscent Wealth Management LLC2026-06-302026-08-12274,331$9,017,265None
OneAscent Financial Services LLC2026-06-302026-08-121,046,436$34,396,359None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12395$12,984None
Strategic Equity Management2026-06-302026-08-1182,380$2,707,833None
Sound Financial Strategies Group, LLC2026-06-302026-08-1151,323$1,686,987None
LPL Financial LLC2026-06-302026-08-08445,594$14,646,667None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-08107$3,506None
Tulsa Wealth Advisors, INC2026-06-302026-08-0729,913$983,240None
Valmark Advisers, Inc.2026-06-302026-08-0786,729$2,850,782None
PAX Financial Group, LLC2026-06-302026-08-06137,699$4,526,151None
HighTower Advisors, LLC2026-06-302026-08-0610,205$335,446None
McAdam, LLC2026-06-302026-08-0516,403$539,167None
Values First Advisors, Inc.2026-06-302026-08-05694$22,796None
Values First Advisors, Inc.2026-06-302026-08-051,076$35,374None
Values First Advisors, Inc.2026-06-302026-08-0537$1,230None
Values First Advisors, Inc.2026-06-302026-08-051,624$53,395None
Values First Advisors, Inc.2026-06-302026-08-054,039$132,776None
Values First Advisors, Inc.2026-06-302026-08-051,261$41,453None
Values First Advisors, Inc.2026-06-302026-08-05608$19,985None
Values First Advisors, Inc.2026-06-302026-08-058,489$279,022None
Values First Advisors, Inc.2026-06-302026-08-055,186$170,471None
Values First Advisors, Inc.2026-06-302026-08-055,613$184,510None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0426,713$878,062None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Equitable Holdings, Inc. ↗Schwallier Wealth Management LLC ↗Ameritas Advisory Services, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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