Among active 13F managers last quarter, 5 opened and 7 added, while 7 reduced; the largest holder to move was Eldridge Investment Advisors, Inc. (−3.1%).
52 tracked 13F filers disclose a position in EVLN as of the latest SEC 13F filings, a combined $1.2B 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 | Texas Permanent School Fund Corp | 15.0M | $728.0M | —Held | Q2 2026 | |
| 2 | Morgan Stanley | 6.4M | $306.0M | ▼−1.6% Reduced · −104K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 605K | $29.1M | ▲+3.4% Added · +20K sh | Q1 2026 | |
| 4 | Allworth Financial LP | 550K | $26.5M | ▲+10.0% Added · +50K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 401K | $19.3M | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 6 | Spartan Wealth Advisory Services LLC | 211K | $10.2M | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 7 | Eldridge Investment Advisors, Inc. | 174K | $8.4M | ▼−3.1% Reduced · −6K sh | Q2 2026 | |
| 8 | Corient Private Wealth LP | 147K | $7.1M | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 9 | Founders Financial Alliance, LLC | 111K | $5.4M | ▼−3.2% Reduced · −4K sh | Q2 2026 | |
| 10 | Obermeyer Wealth Partners | 104K | $5.0M | ▼−13% Reduced · −15K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 103K | $4.9M | ▼−76% Reduced · −321K sh | Q1 2026 | |
| 12 | Central Trust Co | 101K | $4.8M | ▲+12% Added · +11K sh | Q1 2026 | |
| 13 | Perennial Advisors, LLC | 98K | $4.8M | ▲New +98K sh | Q2 2026 | |
| 14 | McCarter Private Wealth Services LLC | 96K | $4.6M | ▲New +96K sh | Q2 2026 | |
| 15 | Impact Partnership Wealth, LLC | 63K | $3.0M | ▲+30% Added · +14K sh | Q2 2026 | |
| 16 | Creative Financial Designs Inc | 47K | $2.3M | ▲New +47K sh | Q2 2026 | |
| 17 | Western Wealth Management, LLC | 45K | $2.2M | ▲+6.1% Added · +3K sh | Q2 2026 | |
| 18 | Visionary Wealth Advisors | 35K | $1.7M | ▲+2.1% Added · +740 sh | Q2 2026 | |
| 19 | QTR Family Wealth, LLC | 32K | $1.6M | ▼−17% Reduced · −7K sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 25K | $1.2M | ▲+111% Added · +13K sh | Q1 2026 | |
| 21 | Commonwealth Equity Services, LLC | 24K | $1.2M | ▼−40% Reduced · −16K sh | Q1 2026 | |
| 22 | Stratos Wealth Partners, LTD. | 24K | $1.2M | ▲+0.4% Added · +100 sh | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 22K | $1.1M | ▲+19% Added · +3K sh | Q1 2026 | |
| 24 | Riverview Capital Advisers, LLC | 21K | $1.0M | ▲New +21K sh | Q2 2026 | |
| 25 | Citadel Advisors LLC | 17K | $845K | ▲+3.6% Added · +614 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, 5 funds opened a new position in EVLN and 7 added to an existing one, while 7 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 |
|---|---|---|
| Nvidia CorpNVDA | 20 funds | $4.1B |
| Apple IncAAPL | 20 funds | $2.5B |
| Amazon.com IncAMZN | 20 funds | $2.2B |
| Microsoft CorpMSFT | 20 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $737.8M |
| Alphabet Inc-CL AGOOGL | 19 funds | $1.2B |
| JPMorgan Chase & CoJPM | 19 funds | $1.0B |
| Tesla IncTSLA | 18 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 18 funds | $937.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 18 funds | $839.3M |
| Home Depot IncHD | 18 funds | $640.0M |
| Johnson & JohnsonJNJ | 18 funds | $619.0M |
Ranked by how many of EVLN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVLN.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.7M |
| CVIEFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 78 funds | $800.5M |
| XAGGmc | 72 funds | $582.6M |
| EVMOmc | 57 funds | $625.5M |
| EVLNthis pagemc | 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 EVLN
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/EVLN/capital-change-brief"
Use Arkolith's capital_change_brief for EVLN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for EVLN. Filings are public domain, sourced to SEC EDGAR.