Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was Viawealth, LLC (−10%).
7 tracked 13F filers disclose a position in EVHY as of the latest SEC 13F filings, a combined $20.1M 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 | Morgan Stanley | 362K | $18.8M | ▼−18% Reduced · −78K sh | Q1 2026 | |
| 2 | Viawealth, LLC | 10K | $502K | ▼−10% Reduced · −1K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 7K | $365K | ▼−71% Reduced · −18K sh | Q1 2026 | |
| 4 | Fifth Third Bancorp | 5K | $281K | ▲New +5K sh | Q1 2026 | |
| 5 | Harbour Investments, Inc. | 1K | $68K | ▲New +1K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 470 | $24K | —Held | Q1 2026 | |
| 7 | Geneos Wealth Management Inc. | 400 | $21K | —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, 1 fund opened a new position in EVHY, while 1 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 |
|---|---|---|
| Apple IncAAPL | 2 funds | $121.8M |
| Nvidia CorpNVDA | 2 funds | $68.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $63.6M |
| Schwab US DVD Equity ETFSCHD | 2 funds | $61.2M |
| First Trust Rising DividendRDVY | 2 funds | $61.0M |
| Procter & Gamble CoPG | 2 funds | $56.9M |
| Vanguard Growth ETFVUG | 2 funds | $54.1M |
| Abbvie IncABBV | 2 funds | $53.1M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $52.5M |
| Microsoft CorpMSFT | 2 funds | $50.9M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $44.0M |
| Amazon.com IncAMZN | 2 funds | $42.8M |
Ranked by how many of EVHY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVHY.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 77 funds | $799.8M |
| XAGGmc | 71 funds | $582.5M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EVHY
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/EVHY/capital-change-brief"
Use Arkolith's capital_change_brief for EVHY. 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 EVHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.