63 tracked 13F filers disclose a position in EVI as of the latest SEC 13F filings, a combined $63.3M 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 | Conestoga Capital Advisors, LLC | $9.9M | 668K | ▼−4.8% Reduced · −34K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $8.0M | 388K | ▲+14% Added · +46K sh | Q1 2026 | |
| 3 | Swedbank AB | $7.7M | 375K | —Held | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $5.8M | 282K | →First observed position No prior filed position | Q1 2026 | |
| 5 | KING LUTHER CAPITAL MANAGEMENT CORP | $4.6M | 225K | ▼−2.4% Reduced · −6K sh | Q1 2026 | |
| 6 | Empire Life Investments Inc. | $2.3M | 153K | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 7 | FIFTH THIRD BANCORP | $3.1M | 151K | ▲New +151K sh | Q1 2026 | |
| 8 | FMR LLC | $3.0M | 144K | ▲43× Added · +140K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $2.9M | 143K | ▲+21% Added · +25K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.6M | 128K | ▼−26% Reduced · −44K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $2.3M | 112K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $1.9M | 92K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 13 | SEI INVESTMENTS CO | $1.4M | 66K | ▲+59% Added · +25K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $1.1M | 52K | ▲+27% Added · +11K sh | Q1 2026 | |
| 15 | Pathstone Holdings, LLC | $944K | 46K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $872K | 42K | ▲+17% Added · +6K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $810K | 39K | →First observed position No prior filed position | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $738K | 36K | →First observed position No prior filed position | Q1 2026 | |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $468K | 23K | ▼−32% Reduced · −11K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $399K | 19K | ▲+7.8% Added · +1K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $365K | 18K | ▲+16% Added · +2K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $335K | 16K | ▼−2.4% Reduced · −400 sh | Q1 2026 | |
| 23 | Callan Family Office, LLC | $302K | 15K | ▲+0.5% Added · +74 sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $256K | 12K | ▲New +12K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $196K | 10K | ▼−42% Reduced · −7K 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, 3 funds opened a new position in EVI and 6 added to an existing one, while 9 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 |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $13.8B |
| APPLE INCAAPL | 22 funds | $11.8B |
| MICROSOFT CORPMSFT | 22 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 22 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 22 funds | $1.8B |
| EXXON MOBIL CORPXOM | 22 funds | $1.7B |
| MASTERCARD INC - AMA | 22 funds | $1.3B |
| LINDE PLCLIN | 22 funds | $528.5M |
| AMAZON.COM INCAMZN | 21 funds | $6.3B |
| BROADCOM INCAVGO | 21 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $3.8B |
| MICRON TECHNOLOGY INCMU | 21 funds | $2.4B |
Ranked by how many of EVI's institutional holders also hold each name, a cross-fund conviction signal.
| 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 | Marks Thomas | EVP, Business Development | Sell (S) | 4K | $108K |
| Nov 21, 2023 | Lucas Hal M | Director | Sell (S) | 2K | $37K |
| 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) | 7K | $187K |
| Nov 14, 2023 | Marks Thomas | EVP, Business Development | Sell (S) | 55 | $1K |
| 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 |
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.