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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $723.1M | 15.0M | —Held | Q1 2026 | |
| 2 | MORGAN STANLEY | $306.0M | 6.4M | ▼−1.6% Reduced · −104K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $29.1M | 605K | ▲+3.4% Added · +20K sh | Q1 2026 | |
| 4 | Allworth Financial LP | $26.5M | 550K | ▲+10.0% Added · +50K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $19.3M | 401K | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 6 | Corient Private Wealth LLC | $7.1M | 147K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 7 | Obermeyer Wealth Partners | $5.7M | 119K | ▲+262% Added · +86K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $4.9M | 103K | ▼−76% Reduced · −321K sh | Q1 2026 | |
| 9 | CENTRAL TRUST Co | $4.8M | 101K | ▲+12% Added · +11K sh | Q1 2026 | |
| 10 | Perennial Advisors, LLC | $4.8M | 98K | ▲New +98K sh | Q2 2026 | |
| 11 | Western Wealth Management, LLC | $2.0M | 42K | ▲New +42K sh | Q1 2026 | |
| 12 | Visionary Wealth Advisors | $1.7M | 34K | ▲+8.1% Added · +3K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $1.2M | 25K | ▲+111% Added · +13K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24K | ▼−40% Reduced · −16K sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $1.2M | 24K | ▲+61% Added · +9K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.1M | 22K | ▲+19% Added · +3K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $816K | 17K | ▲New +17K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $810K | 17K | ▲+68% Added · +7K sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $814K | 17K | ▼−6.8% Reduced · −1K sh | Q2 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $770K | 16K | ▼−77% Reduced · −54K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $676K | 14K | ▲+176% Added · +9K sh | Q1 2026 | |
| 22 | Gladstone Institutional Advisory LLC | $539K | 11K | ▼−2.3% Reduced · −261 sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $477K | 10K | ▼−0.3% Reduced · −31 sh | Q1 2026 | |
| 24 | BENJAMIN EDWARDS INC | $468K | 10K | ▲+49% Added · +3K sh | Q1 2026 | |
| 25 | Next Level Private LLC | $442K | 9K | ▲+1.7% Added · +150 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.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 110 funds | $3.7B |
| EVSMmc | 67 funds | $354.8M |
| CVIEFUND | 59 funds | $240.0M |
| CVLCFUND | 49 funds | $236.5M |
| EVSDmc | 48 funds | $703.6M |
| XAGGmc | 47 funds | $505.6M |
| EVMOmc | 41 funds | $533.0M |
| EVLNthis pagemc | 38 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $9.5B |
| NVIDIA CORPNVDA | 16 funds | $7.2B |
| APPLE INCAAPL | 16 funds | $6.0B |
| MICROSOFT CORPMSFT | 16 funds | $5.1B |
| AMAZON.COM INCAMZN | 16 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 16 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 16 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $2.7B |
| BROADCOM INCAVGO | 16 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 16 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 + quarter-over-quarter ownership changes + 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.