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ELCV(ELCV)

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Institutional Ownership

Top 58 Institutional Holders

Holder	Shares	Date	Change	% Held
OneAscent Financial Services LLC	968.74K	Mar 31, 26	-102.62K	17.89%
Ambassador Advisors, LLC	545.80K	Mar 31, 26	+7.57K	10.08%
Bare Financial Services, Inc	440.01K	Mar 31, 26	+25.46K	8.13%
CREATIVE FINANCIAL DESIGNS INC /ADV	348.83K	Mar 31, 26	-213.72K	6.44%
LPL Financial LLC	275.97K	Mar 31, 26	+28.33K	5.10%
CreativeOne Wealth, LLC	254.47K	Mar 31, 26	+254.47K	4.70%
OneAscent Wealth Management LLC	243.32K	Mar 31, 26	-40.20K	4.49%
O'Connor Financial Group LLC	204.59K	Mar 31, 26	-2.07K	3.78%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	191.31K	Mar 31, 26	-203.24K	3.53%
LVZ, Inc.	152.75K	Mar 31, 26	-5.68K	2.82%
PAX Financial Group, LLC	137.11K	Mar 31, 26	-1.28K	2.53%
Cambridge Investment Research Advisors, Inc.	91.78K	Mar 31, 26	+14.89K	1.70%
Atria Investments, Inc	85.74K	Mar 31, 26	-9.21K	1.58%
Valmark Advisers, Inc.	83.97K	Mar 31, 26	+4.92K	1.55%
Strategic Equity Management	74.01K	Mar 31, 26	+4.82K	1.37%
EverSource Wealth Advisors, LLC	60.99K	Mar 31, 26	+24.44K	1.13%
MONEYWISE, INC.	57.72K	Mar 31, 26	+2.89K	1.07%
JONES FINANCIAL COMPANIES LLLP	53.48K	Mar 31, 26	+35.67K	0.99%
Sound Financial Strategies Group, LLC	50.91K	Mar 31, 26	+8.19K	0.94%
49 WEALTH MANAGEMENT, LLC	40.36K	Mar 31, 26	-1.36K	0.75%
First Heartland Consultants, Inc.	37.83K	Mar 31, 26	-347	0.70%
SageOak Financial, LLC	31.90K	Mar 31, 26	-409	0.59%
Discipline Wealth Solutions, LLC	27.68K	Mar 31, 26	+27.68K	0.51%
OneAscent Family Office, LLC	25.91K	Mar 31, 26	-5.05K	0.48%
IFP Advisors, Inc	22.20K	Mar 31, 26	+282	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	21.89K	Mar 31, 26	+21.89K	0.40%
ENVESTNET ASSET MANAGEMENT INC	20.48K	Mar 31, 26	+5.50K	0.38%
Merit Financial Group, LLC	18.99K	Mar 31, 26	+448	0.35%
GTS SECURITIES LLC	17.68K	Mar 31, 26	-9.14K	0.33%
Values First Advisors, Inc.	15.26K	Mar 31, 26	+2.18K	0.28%
HARBOUR INVESTMENTS, INC.	15.16K	Mar 31, 26	+14.92K	0.28%
Foundations Investment Advisors, LLC	13.80K	Mar 31, 26	+2.11K	0.25%
Equitable Holdings, Inc.	12.72K	Mar 31, 26	+383	0.23%
ROYAL BANK OF CANADA	12.06K	Mar 31, 26	-14.04K	0.22%
Betterment LLC	11.25K	Mar 31, 26	-353	0.21%
Security Financial Services, INC.	11.17K	Mar 31, 26	+593	0.21%
Bedel Financial Consulting, Inc.	10.30K	Mar 31, 26	+1.76K	0.19%
HighTower Advisors, LLC	10.11K	Mar 31, 26	--	0.19%
RAYMOND JAMES FINANCIAL INC	8.79K	Mar 31, 26	+8.79K	0.16%
Cornerstone Wealth Management, LLC	8.76K	Mar 31, 26	+74	0.16%
Schwallier Wealth Management LLC	8.12K	Mar 31, 26	+8.12K	0.15%
Clarity Asset Management, Inc.	5.45K	Mar 31, 26	+5.45K	0.10%
ADVISOR GROUP HOLDINGS, INC.	3.94K	Mar 31, 26	-170	0.07%
Ronald Blue Trust, Inc.	3.09K	Mar 31, 26	+65	0.06%
CX Institutional	2.92K	Mar 31, 26	-6.48K	0.05%
AdvisorNet Financial, Inc	1.08K	Mar 31, 26	+1.08K	0.02%
Aptus Capital Advisors, LLC	698	Mar 31, 26	-273	0.01%
ASSETMARK, INC	311	Mar 31, 26	--	0.01%
GeoWealth Management, LLC	1	Mar 31, 26	--	0.00%
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-4.64K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-15.56K	--
UBS Group AG	--	Mar 31, 26	-70	--
LGT Financial Advisors LLC	--	Mar 31, 26	-372	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-9.65K	--
Sanctuary Advisors, LLC	--	Mar 31, 26	-9.44K	--
OneAscent Investment Solutions LLC	--	Mar 31, 26	-8.16K	--
AIFG Consultants Ltd.	30.18K	Dec 31, 25	+3.87K	0.56%
Financial Advocates Investment Management	--	Sep 30, 25	-10.46K	--

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Holder

Date

Change

% Held

OneAscent Financial Services LLC

968.74K

Mar 31, 26

-102.62K

17.89%

Ambassador Advisors, LLC

545.80K

Mar 31, 26

+7.57K

10.08%

Bare Financial Services, Inc

440.01K

Mar 31, 26

+25.46K

8.13%

CREATIVE FINANCIAL DESIGNS INC /ADV

348.83K

Mar 31, 26

-213.72K

6.44%

LPL Financial LLC

275.97K

Mar 31, 26

+28.33K

5.10%

CreativeOne Wealth, LLC

254.47K

Mar 31, 26

+254.47K

4.70%

OneAscent Wealth Management LLC

243.32K

Mar 31, 26

-40.20K

4.49%

O'Connor Financial Group LLC

204.59K

Mar 31, 26

-2.07K

3.78%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

191.31K

Mar 31, 26

-203.24K

3.53%

LVZ, Inc.

152.75K

Mar 31, 26

-5.68K

2.82%

PAX Financial Group, LLC

137.11K

Mar 31, 26

-1.28K

2.53%

Cambridge Investment Research Advisors, Inc.

91.78K

Mar 31, 26

+14.89K

1.70%

Atria Investments, Inc

85.74K

Mar 31, 26

-9.21K

1.58%

Valmark Advisers, Inc.

83.97K

Mar 31, 26

+4.92K

1.55%

Strategic Equity Management

74.01K

Mar 31, 26

+4.82K

1.37%

EverSource Wealth Advisors, LLC

60.99K

Mar 31, 26

+24.44K

1.13%

MONEYWISE, INC.

57.72K

Mar 31, 26

+2.89K

1.07%

JONES FINANCIAL COMPANIES LLLP

53.48K

Mar 31, 26

+35.67K

0.99%

Sound Financial Strategies Group, LLC

50.91K

Mar 31, 26

+8.19K

0.94%

49 WEALTH MANAGEMENT, LLC

40.36K

Mar 31, 26

-1.36K

0.75%

First Heartland Consultants, Inc.

37.83K

Mar 31, 26

-347

0.70%

SageOak Financial, LLC

31.90K

Mar 31, 26

-409

0.59%

Discipline Wealth Solutions, LLC

27.68K

Mar 31, 26

+27.68K

0.51%

OneAscent Family Office, LLC

25.91K

Mar 31, 26

-5.05K

0.48%

IFP Advisors, Inc

22.20K

Mar 31, 26

+282

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

21.89K

Mar 31, 26

+21.89K

0.40%

ENVESTNET ASSET MANAGEMENT INC

20.48K

Mar 31, 26

+5.50K

0.38%

Merit Financial Group, LLC

18.99K

Mar 31, 26

+448

0.35%

GTS SECURITIES LLC

17.68K

Mar 31, 26

-9.14K

0.33%

Values First Advisors, Inc.

15.26K

Mar 31, 26

+2.18K

0.28%

HARBOUR INVESTMENTS, INC.

15.16K

Mar 31, 26

+14.92K

0.28%

Foundations Investment Advisors, LLC

13.80K

Mar 31, 26

+2.11K

0.25%

Equitable Holdings, Inc.

12.72K

Mar 31, 26

+383

0.23%

ROYAL BANK OF CANADA

12.06K

Mar 31, 26

-14.04K

0.22%

Betterment LLC

11.25K

Mar 31, 26

-353

0.21%

Security Financial Services, INC.

11.17K

Mar 31, 26

+593

0.21%

Bedel Financial Consulting, Inc.

10.30K

Mar 31, 26

+1.76K

0.19%

HighTower Advisors, LLC

10.11K

Mar 31, 26

0.19%

RAYMOND JAMES FINANCIAL INC

8.79K

Mar 31, 26

+8.79K

0.16%

Cornerstone Wealth Management, LLC

8.76K

Mar 31, 26

+74

0.16%

Schwallier Wealth Management LLC

8.12K

Mar 31, 26

+8.12K

0.15%

Clarity Asset Management, Inc.

5.45K

Mar 31, 26

+5.45K

0.10%

ADVISOR GROUP HOLDINGS, INC.

3.94K

Mar 31, 26

-170

0.07%

Ronald Blue Trust, Inc.

3.09K

Mar 31, 26

+65

0.06%

CX Institutional

2.92K

Mar 31, 26

-6.48K

0.05%

AdvisorNet Financial, Inc

1.08K

Mar 31, 26

+1.08K

0.02%

Aptus Capital Advisors, LLC

698

Mar 31, 26

-273

0.01%

ASSETMARK, INC

311

Mar 31, 26

0.01%

GeoWealth Management, LLC

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-4.64K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-15.56K

UBS Group AG

Mar 31, 26

-70

LGT Financial Advisors LLC

Mar 31, 26

-372

Kestra Advisory Services, LLC

Mar 31, 26

-9.65K

Sanctuary Advisors, LLC

Mar 31, 26

-9.44K

OneAscent Investment Solutions LLC

Mar 31, 26

-8.16K

AIFG Consultants Ltd.

30.18K

Dec 31, 25

+3.87K

0.56%

Financial Advocates Investment Management

Sep 30, 25

-10.46K