Among active 13F managers last quarter, 2 opened and 7 added, while 8 reduced; the largest holder to move was Conestoga Capital Advisors, LLC (−4.8%). No open-market insider trades in the last 180 days.
No leg leans either way.
64 tracked 13F filers disclose a position in EVI as of the latest SEC 13F filings, a combined $58.1M 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 | Conestoga Capital Advisors, LLC | 668K | $9.9M | ▼−4.8% Reduced · −34K sh | Q2 2026 | |
| 2 | Swedbank AB | 375K | $7.7M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | 353K | $5.2M | ▼−9.0% Reduced · −35K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 249K | $3.7M | ▼−12% Reduced · −33K sh | Q2 2026 | |
| 5 | King Luther Capital Management Corp | 225K | $4.6M | ▼−2.4% Reduced · −6K sh | Q1 2026 | |
| 6 | FMR LLC | 188K | $2.8M | ▲+31% Added · +45K sh | Q2 2026 | |
| 7 | Empire Life Investments Inc. | 153K | $2.3M | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 8 | Fifth Third Bancorp | 151K | $3.1M | ▲New +151K sh | Q1 2026 | |
| 9 | Aristides Capital LLC | 134K | $2.0M | ▲+219% Added · +92K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 131K | $1.9M | ▼−8.3% Reduced · −12K sh | Q2 2026 | |
| 11 | Raymond James Financial Inc | 128K | $2.6M | ▼−26% Reduced · −44K sh | Q1 2026 | |
| 12 | Dimensional Fund Advisors LP | 112K | $2.3M | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 13 | State Street Corp | 93K | $1.4M | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 14 | Citadel Advisors LLC | 76K | $1.1M | ▲+509% Added · +63K sh | Q2 2026 | |
| 15 | Sei Investments Co | 66K | $1.4M | ▲+59% Added · +25K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 52K | $1.1M | ▲+27% Added · +11K sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 42K | $872K | ▲+17% Added · +6K sh | Q1 2026 | |
| 18 | Vanguard Portfolio Management LLC | 36K | $533K | ▼−8.4% Reduced · −3K sh | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 36K | $527K | ▼−0.6% Reduced · −209 sh | Q2 2026 | |
| 20 | Pathstone Holdings, LLC | 30K | $440K | ▼−35% Reduced · −16K sh | Q2 2026 | |
| 21 | Bank of New York Mellon Corp | 19K | $399K | ▲+7.8% Added · +1K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 18K | $365K | ▲+16% Added · +2K sh | Q1 2026 | |
| 23 | Renaissance Technologies LLC | 16K | $335K | ▼−2.4% Reduced · −400 sh | Q1 2026 | |
| 24 | Bard Associates Inc | 15K | $216K | —Held | Q2 2026 | |
| 25 | Walleye Capital LLC | 12K | $172K | ▲New +12K sh | 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, 2 funds opened a new position in EVI and 7 added to an existing one, while 8 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 | 20 funds | $9.8B |
| Nvidia CorpNVDA | 19 funds | $16.4B |
| Apple IncAAPL | 19 funds | $13.0B |
| Alphabet Inc-CL AGOOGL | 19 funds | $6.1B |
| Alphabet Inc-CL CGOOG | 19 funds | $6.1B |
| Mastercard Inc - AMA | 19 funds | $2.6B |
| Visa Inc-Class A SharesV | 19 funds | $2.2B |
| Home Depot IncHD | 19 funds | $1.5B |
| Amazon.com IncAMZN | 18 funds | $8.4B |
| Broadcom IncAVGO | 18 funds | $5.7B |
| Meta Platforms Inc-Class AMETA | 18 funds | $4.7B |
| Micron Technology IncMU | 18 funds | $3.7B |
Ranked by how many of EVI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 21, 2024 | Lucas Hal M | Director | Sell (S) | 2K | $27K |
| Dec 19, 2023 | Kruger Glen | Director | Sell (S) | 500 | $12K |
| Nov 21, 2023 | Lucas Hal M | Director | Sell (S) | 2K | $37K |
| Nov 21, 2023 | Marks Thomas | EVP, Business Development | Sell (S) | 4K | $108K |
| Nov 20, 2023 | Marks Thomas | EVP, Business Development | Sell (S) | 100 | $3K |
| Nov 17, 2023 | Marks Thomas | EVP, Business Development | Sell (S) | 442 | $11K |
| Nov 15, 2023 | Marks Thomas | EVP, Business Development | Sell (S) | 716 | $18K |
| Nov 14, 2023 | Marks Thomas | EVP, Business Development | Sell (S) 2 lots, same day | 7K | $188K |
| Mar 23, 2023 | Blyer David | Director | Sell (S) | 1K | $26K |
| Mar 22, 2023 | Blyer David | Director | Sell (S) | 3K | $54K |
| Mar 21, 2023 | Blyer David | Director | Sell (S) | 492 | $9K |
| Nov 30, 2022 | Lucas Hal M | Director | Sell (S) | 1K | $33K |
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 | 25 | 20 | – |
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.
Connected entities for EVI
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/EVI/capital-change-brief"
Use Arkolith's capital_change_brief for EVI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.