ELCV · Insider trading · 13F holders · Congress trades
Eventide Large Cap Value (ELCV)
Who is buying and selling ELCV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 13
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ELCV at a glance
- No open-market insider purchases or sales of ELCV were filed in the last 90 days.
- 13 13F filers hold ELCV among their 50 largest positions, worth $140.2M combined. The biggest bets by portfolio weight are Bare Financial Services, Inc (3.4%), OneAscent Wealth Management LLC (2.7%) and Faithward Advisors, LLC (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in ELCV.
ELCV insider trading
No open-market insider purchases or sales of ELCV were filed in the last 90 days.
Who owns ELCV? Hedge funds and superinvestors
13 13F filers hold ELCV among their 50 largest positions, worth $140.2M combined. The biggest bets by portfolio weight are Bare Financial Services, Inc (3.4%), OneAscent Wealth Management LLC (2.7%) and Faithward Advisors, LLC (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Creative Financial Designs Inc /advInvestment manager | 1.9% | $39.9M | 1,213,511 | +247.9% shares | Q2 2026 |
| OneAscent Financial Services LLCWealth manager | 1.6% | $34.4M | 1,046,436 | +8.0% shares | Q2 2026 |
| Faithward Advisors, LLCWealth manager | 2.2% | $17.9M | 544,378 | -0.3% shares | Q2 2026 |
| Bare Financial Services, IncWealth manager | 3.4% | $14.9M | 452,904 | +2.9% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 2.7% | $9.0M | 274,331 | +12.7% shares | Q2 2026 |
| O'Connor Financial Group LLCWealth manager | 2.1% | $5.9M | 194,087 | +1.9% shares | Q3 2026 |
| LVZ, Inc.Wealth manager | 0.5% | $4.6M | 152,620 | +0.1% shares | Q3 2026 |
| PAX Financial Group, LLCWealth manager | 0.7% | $4.5M | 137,699 | +0.4% shares | Q2 2026 |
| Strategic Equity ManagementWealth manager | 0.9% | $2.7M | 82,380 | +11.3% shares | Q2 2026 |
| Moneywise, Inc.Investment manager | 0.8% | $2.1M | 62,607 | +8.5% shares | Q2 2026 |
| Sound Financial Strategies Group, LLCWealth manager | 1.1% | $1.7M | 51,323 | +0.8% shares | Q2 2026 |
| Values First Advisors, Inc.Wealth manager | 0.8% | $1.7M | 54,656 | — | Q3 2026 |
| SageOak Financial, LLCWealth manager | 0.6% | $990K | 32,646 | +8.4% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 9). Screen ELCV in the grand portfolio →
ELCV stock trades by members of Congress
No member of Congress has disclosed a trade in ELCV.
ELCV questions and answers
Are insiders buying ELCV stock?
No open-market insider purchases or sales of ELCV were filed in the last 90 days.
Which hedge funds own ELCV?
13 13F filers hold ELCV among their 50 largest positions, worth $140.2M combined. The biggest bets by portfolio weight are Bare Financial Services, Inc (3.4%), OneAscent Wealth Management LLC (2.7%) and Faithward Advisors, LLC (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded ELCV?
No member of Congress has disclosed a trade in ELCV.
Who is the largest holder of ELCV?
Among 13F filers, Creative Financial Designs Inc /adv reports the largest ELCV position, $39.9M (1,213,511 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bare Financial Services, Inc's: 3.4% of its portfolio.
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