53 tracked 13F filers disclose a position in EVF as of the latest SEC 13F filings, a combined $16.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $3.2M | 640K | ▼−30% Reduced · −277K sh | Q2 2026 | |
| 2 | Matisse Capital | $1.8M | 370K | ▲13× Added · +342K sh | Q2 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $1.7M | 341K | ▲+7.1% Added · +22K sh | Q1 2026 | |
| 4 | ICON ADVISERS INC/CO | $1.6M | 328K | ▲New +328K sh | Q2 2026 | |
| 5 | Logan Stone Capital, LLC | $847K | 170K | ▲+46% Added · +53K sh | Q1 2026 | |
| 6 | LOOMIS SAYLES & CO L P | $612K | 123K | ▲New +123K sh | Q1 2026 | |
| 7 | UBS Group AG | $612K | 123K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 8 | Atlas Wealth LLC | $607K | 122K | ▲New +122K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $557K | 112K | ▼−12% Reduced · −15K sh | Q1 2026 | |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $500K | 100K | ▲+39% Added · +28K sh | Q2 2026 | |
| 11 | Virtus Investment Advisers, LLC | $390K | 78K | ▼−21% Reduced · −20K sh | Q2 2026 | |
| 12 | Almitas Capital LLC | $372K | 75K | ▲+74% Added · +32K sh | Q2 2026 | |
| 13 | Ethos Financial Group, LLC | $372K | 75K | ▼−32% Reduced · −35K sh | Q2 2026 | |
| 14 | Advisors Asset Management, Inc. | $493K | 73K | ▲New +73K sh | Q3 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $290K | 58K | ▲+5.8% Added · +3K sh | Q1 2026 | |
| 16 | Shaker Financial Services, LLC | $285K | 57K | ▲+19% Added · +9K sh | Q2 2026 | |
| 17 | LPL Financial LLC | $253K | 51K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 18 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $192K | 38K | —Held | Q2 2026 | |
| 19 | SIMON QUICK ADVISORS, LLC | $171K | 34K | ▲New +34K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $167K | 34K | ▼−22% Reduced · −10K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $166K | 33K | ▲+9.4% Added · +3K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $146K | 29K | ▲+1.6% Added · +471 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $136K | 27K | ▲+14% Added · +3K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $134K | 27K | ▼−58% Reduced · −38K sh | Q1 2026 | |
| 25 | Tactive Advisors, LLC | $127K | 26K | —Held | Q2 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, 8 funds opened a new position in EVF and 6 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 18 funds | $3.1B |
| NVIDIA CORPNVDA | 17 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 17 funds | $5.7B |
| ELI LILLY & COLLY | 17 funds | $630.1M |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $4.7B |
| AMAZON.COM INCAMZN | 16 funds | $4.6B |
| APPLE INCAAPL | 16 funds | $1.6B |
| CISCO SYSTEMS INCCSCO | 16 funds | $223.5M |
| ALPHABET INC-CL CGOOG | 15 funds | $1.3B |
| BROADCOM INCAVGO | 15 funds | $551.2M |
| GE VERNOVA INCGEV | 15 funds | $105.2M |
| TESLA INCTSLA | 14 funds | $5.1B |
Ranked by how many of EVF's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for EVF
This ETF 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/EVF/capital-change-brief"
Use Arkolith's capital_change_brief for EVF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EVF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.