ELCV

Institutional Ownership

Top 69 Institutional Holders
HolderSharesDateChange% Held
CREATIVE FINANCIAL DESIGNS INC /ADV1.21MJun 30, 26+864.68K22.41%
OneAscent Financial Services LLC1.05MJun 30, 26+77.70K19.33%
Ambassador Advisors, LLC544.38KJun 30, 26-1.42K10.05%
Bare Financial Services, Inc452.90KJun 30, 26+12.89K8.37%
LPL Financial LLC445.59KJun 30, 26+169.62K8.23%
OneAscent Wealth Management LLC274.33KJun 30, 26+31.01K5.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC259.42KJun 30, 26+68.11K4.79%
O'Connor Financial Group LLC190.54KJun 30, 26-14.05K3.52%
LVZ, Inc.152.46KJun 30, 26-2902.82%
PAX Financial Group, LLC137.70KJun 30, 26+5862.54%
JONES FINANCIAL COMPANIES LLLP120.52KJun 30, 26+67.04K2.23%
Cambridge Investment Research Advisors, Inc.104.11KJun 30, 26+12.34K1.92%
STIFEL FINANCIAL CORP102.05KJun 30, 26+102.05K1.88%
Valmark Advisers, Inc.86.73KJun 30, 26+2.76K1.60%
Strategic Equity Management82.38KJun 30, 26+8.37K1.52%
Atria Investments, Inc81.69KJun 30, 26-4.05K1.51%
SUMMIT WEALTH GROUP LLC / CO80.83KJun 30, 26+80.83K1.49%
COMMONWEALTH EQUITY SERVICES, LLC72.62KJun 30, 26+50.74K1.34%
MONEYWISE, INC.62.61KJun 30, 26+4.89K1.16%
Sound Financial Strategies Group, LLC51.32KJun 30, 26+4140.95%
First Heartland Consultants, Inc.48.12KJun 30, 26+10.29K0.89%
EverSource Wealth Advisors, LLC46.46KJun 30, 26-14.53K0.86%
SageOak Financial, LLC30.13KJun 30, 26-1.77K0.56%
Tulsa Wealth Advisors, INC29.91KJun 30, 26+2.91K0.55%
Values First Advisors, Inc.28.63KJun 30, 26+13.37K0.53%
ENVESTNET ASSET MANAGEMENT INC26.71KJun 30, 26+6.23K0.49%
OneAscent Family Office, LLC26.17KJun 30, 26+2540.48%
Merit Financial Group, LLC23.07KJun 30, 26+4.08K0.43%
Discipline Wealth Solutions, LLC22.95KJun 30, 26-4.73K0.42%
IFP Advisors, Inc22.17KJun 30, 26-350.41%
RAYMOND JAMES FINANCIAL INC21.57KJun 30, 26+12.78K0.40%
Foundations Investment Advisors, LLC17.14KJun 30, 26+3.34K0.32%
McAdam, LLC16.40KJun 30, 26+16.40K0.30%
HARBOUR INVESTMENTS, INC.15.32KJun 30, 26+1670.28%
Kestra Advisory Services, LLC12.87KJun 30, 26+12.87K0.24%
NATIXIS ADVISORS, L.P.12.67KJun 30, 26+12.67K0.23%
Cornerstone Wealth Management, LLC12.61KJun 30, 26+3.85K0.23%
Equitable Holdings, Inc.12.48KJun 30, 26-2390.23%
Betterment LLC12.09KJun 30, 26+8310.22%
Security Financial Services, INC.11.62KJun 30, 26+4560.21%
GTS SECURITIES LLC11.38KJun 30, 26-6.29K0.21%
Clarity Asset Management, Inc.10.40KJun 30, 26+4.96K0.19%
HighTower Advisors, LLC10.21KJun 30, 26+920.19%
Bedel Financial Consulting, Inc.10.01KJun 30, 26-2830.18%
ADVISOR GROUP HOLDINGS, INC.9.40KJun 30, 26+5.46K0.17%
Schwallier Wealth Management LLC8.21KJun 30, 26+900.15%
ROYAL BANK OF CANADA7.87KJun 30, 26-4.19K0.15%
Plan A Wealth LLC7.58KJun 30, 26-5260.14%
Cyndeo Wealth Partners, LLC6.93KJun 30, 26+6.93K0.13%
Farther Finance Advisors, LLC6.26KJun 30, 26+6.26K0.12%
CreativeOne Wealth, LLC6.24KJun 30, 26-248.23K0.12%
Whitaker-Myers Wealth Managers, LTD.6.24KJun 30, 26+6.24K0.12%
Cascades Capital Asset Management, LLC3.40KJun 30, 26+3.40K0.06%
Ronald Blue Trust, Inc.3.02KJun 30, 26-650.06%
CX Institutional2.92KJun 30, 26--0.05%
MORGAN STANLEY1.62KJun 30, 26+1.62K0.03%
Ameritas Advisory Services, LLC1.56KJun 30, 26+1.56K0.03%
AdvisorNet Financial, Inc985Jun 30, 26-1000.02%
Aptus Capital Advisors, LLC698Jun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV395Jun 30, 26+3950.01%
ASSETMARK, INC311Jun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC289Jun 30, 26+2890.01%
PRIVATE TRUST CO NA167Jun 30, 26+1670.00%
SILVER OAK SECURITIES, INCORPORATED107Jun 30, 26+1070.00%
VANGUARD ADVISERS INC47Jun 30, 26+470.00%
GeoWealth Management, LLC--Jun 30, 26-1--
49 WEALTH MANAGEMENT, LLC--Jun 30, 26-40.36K--
AIFG Consultants Ltd.30.18KDec 31, 25+3.87K0.56%
Financial Advocates Investment Management--Sep 30, 25-10.46K--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.