| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $723.1M | 15.01M | Held | Q1 2026 |
| 2 | Obermeyer Wealth Partners | $5.7M | 118.9K | Added | Q1 2026 |
| 3 | Visionary Wealth Advisors | $1.7M | 34.4K | Added | Q1 2026 |
| 4 | Stratos Wealth Partners, LTD. | $1.2M | 23.9K | Added | Q1 2026 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $868K | 18.0K | Added | Q1 2026 |
| 6 | CITADEL ADVISORS LLC | $810K | 16.8K | Added | Q1 2026 |
| 7 | Kestra Advisory Services, LLC | $676K | 14.0K | New | Q1 2026 |
| 8 | Gladstone Institutional Advisory LLC | $539K | 11.2K | Reduced | Q1 2026 |
| 9 | BENJAMIN EDWARDS INC | $468K | 9.7K | Added | Q1 2026 |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $258K | 5.4K | Reduced | Q1 2026 |
| 11 | BROWN BROTHERS HARRIMAN & CO | $38K | 791 | Held | Q1 2026 |
| 12 | Steward Partners Investment Advisory, LLC | $13K | 260 | Held | Q1 2026 |
| 13 | IFP Advisors, Inc | $5K | 100 | New | Q1 2026 |
| 14 | CWM, LLC | $2K | 34 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| STATE STREET SPDR S&P 500 ETF TRUST CL USD INCSPY | 16 funds | $1.9B |
| ISHARES TRIVV | 15 funds | $9.4B |
| NVIDIA CORPORATIONNVDA | 15 funds | $7.1B |
| APPLE INCAAPL | 15 funds | $5.9B |
| MICROSOFT CORPMSFT | 15 funds | $5.0B |
| AMAZON.COM INCAMZN | 15 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 15 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.7B |
| BROADCOM INCAVGO | 15 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $2.5B |
| JPMORGAN CHASE & CO.JPM | 15 funds | $2.3B |
Ranked by how many of EVLN's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EVLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.