Institutional Ownership
Strategy Shs
CUSIP 86280R811EVENTIDE HIGH DIELCVQ1 2026
Institutional Holders
51
13F filers
Shares Held
4.78M
Aggregate institutional
Institutional Value
$135.43M
Q1 2026
Net New Holders
+1
8 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased22
Decreased18
Sold out7
Institutional Holders
51 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 968.7K | $28.09M | −102.6K | Reduced |
| 2 | Faithward Advisors, LLC | 545.8K | $15.83M | +7.6K | Added |
| 3 | Bare Financial Services, Inc | 440.0K | $12.76M | +25.5K | Added |
| 4 | Creative Financial Designs Inc /Adv | 348.8K | $10.12M | −213.7K | Reduced |
| 5 | Lpl Financial LLC | 276.0K | $8.00M | +28.3K | Added |
| 6 | Creativeone Wealth, LLC | 254.5K | $7.38M | +254.5K | New |
| 7 | Oneascent Wealth Management LLC | 243.3K | $7.06M | −40.2K | Reduced |
| 8 | O'Connor Financial Group LLC | 204.6K | $5.93M | −2.1K | Reduced |
| 9 | Wealth Enhancement Advisory Services, LLC | 191.3K | $5.56M | −203.2K | Reduced |
| 10 | Lvz, Inc. | 152.8K | $4.43M | −5.7K | Reduced |
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