Among active 13F managers last quarter, 12 opened and 11 added, while 17 reduced; the largest holder to move was Fourth Sail Capital LP (new position). No open-market insider trades in the last 180 days.
No leg leans either way.
139 tracked 13F filers disclose a position in EVEX as of the latest SEC 13F filings, a combined $103.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.5M | $16.1M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 4.3M | $10.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | BW Gestao de Investimentos Ltda. | 3.7M | $9.1M | —Held | Q1 2026 | |
| 4 | Fourth Sail Capital LP | 3.3M | $8.2M | ▲New +3.3M sh | Q2 2026 | |
| 5 | United Airlines Holdings, Inc. | 2.7M | $6.7M | —Held | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 2.5M | $6.4M | ▲+11% Added · +256K sh | Q2 2026 | |
| 7 | State Street Corp | 2.3M | $5.7M | ▲+11% Added · +227K sh | Q2 2026 | |
| 8 | Masters Capital Management LLC | 2.0M | $5.0M | ▼−4.8% Reduced · −100K sh | Q1 2026 | |
| 9 | UBS Group AG | 1.9M | $4.6M | ▲+134% Added · +1.1M sh | Q1 2026 | |
| 10 | Kapitalo Investimentos Ltda | 1.1M | $2.8M | —Held | Q2 2026 | |
| 11 | Charles Schwab Investment Management Inc | 828K | $2.1M | ▲+2.2% Added · +18K sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | 813K | $2.0M | ▼−15% Reduced · −146K sh | Q2 2026 | |
| 13 | Northern Trust Corp | 755K | $1.9M | ▲+3.2% Added · +23K sh | Q1 2026 | |
| 14 | AQR Capital Management LLC | 718K | $1.8M | ▲+482% Added · +594K sh | Q1 2026 | |
| 15 | Morgan Stanley | 701K | $1.7M | ▲+28% Added · +152K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 677K | $1.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 570K | $1.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 448K | $1.1M | ▼−44% Reduced · −352K sh | Q1 2026 | |
| 19 | SPX Gestao de Recursos Ltda | 415K | $1.0M | ▼−82% Reduced · −1.9M sh | Q2 2026 | |
| 20 | Jump Financial, LLC | 412K | $1.0M | ▲+8.7% Added · +33K sh | Q1 2026 | |
| 21 | Renaissance Technologies LLC | 344K | $854K | ▲New +344K sh | Q1 2026 | |
| 22 | Itau Unibanco Holding S.A. | 299K | $743K | ▼−29% Reduced · −121K sh | Q1 2026 | |
| 23 | IEQ Capital, LLC | 273K | $685K | ▲+205% Added · +184K sh | Q2 2026 | |
| 24 | Pinnacle Associates Ltd | 262K | $657K | ▼−5.8% Reduced · −16K sh | Q2 2026 | |
| 25 | Canada Pension Plan Investment Board | 231K | $572K | ▲+42% Added · +68K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in EVEX and 11 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 60 funds | $146.9B |
| Advanced Micro DevicesAMD | 60 funds | $18.2B |
| Nvidia CorpNVDA | 59 funds | $214.3B |
| Amazon.com IncAMZN | 59 funds | $104.0B |
| Costco Wholesale CorpCOST | 59 funds | $17.2B |
| Broadcom IncAVGO | 58 funds | $88.4B |
| Alphabet Inc-CL AGOOGL | 58 funds | $76.8B |
| Visa Inc-Class A SharesV | 58 funds | $34.9B |
| Micron Technology IncMU | 58 funds | $17.1B |
| Apple IncAAPL | 57 funds | $159.8B |
| Eli Lilly & CoLLY | 57 funds | $45.0B |
| Mastercard Inc - AMA | 57 funds | $27.7B |
Ranked by how many of EVEX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVEX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 9, 2021 | Triple8, LLC | 10% Owner | Sell (S) | 20K | $206K |
| Feb 19, 2021 | Triple8, LLC | 10% Owner | Sell (S) | 75K | $953K |
| Feb 17, 2021 | Triple8, LLC | 10% Owner | Sell (S) 2 lots, same day | 88K | $1.1M |
| Feb 1, 2021 | Triple8, LLC | 10% Owner | Sell (S) | 20K | $256K |
| Jan 21, 2021 | Triple8, LLC | 10% Owner | Sell (S) | 15K | $204K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 36 | 29 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| EVEXthis pagecs | 139 funds | $103.8M |
| EVEX/WSWT | 10 funds | $2.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for EVEX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EVEX/capital-change-brief"
Use Arkolith's capital_change_brief for EVEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EVEX. Filings are public domain, sourced to SEC EDGAR.