72 tracked 13F filers disclose a position in EVN as of the latest SEC 13F filings, a combined $78.5M 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 | MORGAN STANLEY | $11.7M | 1.1M | ▼−3.6% Reduced · −42K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $10.5M | 936K | ▼−0.5% Reduced · −5K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.8M | 841K | ▼−0.1% Reduced · −732 sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $8.5M | 816K | ▼−15% Reduced · −142K sh | Q1 2026 | |
| 5 | UBS Group AG | $4.2M | 404K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 6 | MELFA WEALTH MANAGEMENT, INC. | $4.0M | 355K | ▼−11% Reduced · −43K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $3.6M | 343K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $3.4M | 323K | ▼−4.0% Reduced · −14K sh | Q1 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 229K | ▲+30% Added · +53K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $2.2M | 214K | ▲+5.2% Added · +11K sh | Q1 2026 | |
| 11 | WELCH & FORBES LLC | $2.3M | 206K | —Held | Q2 2026 | |
| 12 | Cetera Investment Advisers | $1.7M | 164K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.3M | 117K | ▲+744% Added · +103K sh | Q2 2026 | |
| 14 | ProVise Management Group, LLC | $1.2M | 108K | ▲+2.9% Added · +3K sh | Q2 2026 | |
| 15 | Whipplewood Advisors, LLC | $1.1M | 93K | ▼−0.6% Reduced · −602 sh | Q2 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $951K | 91K | ▲+4.5% Added · +4K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $864K | 83K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 18 | Fiera Capital Corp | $842K | 81K | ▲New +81K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $781K | 75K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $773K | 74K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $721K | 69K | ▲+13% Added · +8K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $702K | 67K | ▲+5.6% Added · +4K sh | Q1 2026 | |
| 23 | InTrack Investment Management Inc | $613K | 54K | ▼−8.4% Reduced · −5K sh | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | $507K | 49K | ▲+9.6% Added · +4K sh | Q1 2026 | |
| 25 | Advisors Asset Management, Inc. | $458K | 44K | ▼−71% Reduced · −108K 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, 4 funds opened a new position in EVN and 6 added to an existing one, while 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 29 funds | $3.1B |
| AMAZON.COM INCAMZN | 29 funds | $1.9B |
| BROADCOM INCAVGO | 29 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 29 funds | $1.0B |
| APPLE INCAAPL | 28 funds | $3.8B |
| NVIDIA CORPNVDA | 28 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 28 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $918.1M |
| COSTCO WHOLESALE CORPCOST | 28 funds | $876.9M |
| ELI LILLY & COLLY | 28 funds | $768.6M |
| HOME DEPOT INCHD | 28 funds | $518.0M |
Ranked by how many of EVN's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for EVN
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/EVN/capital-change-brief"
Use Arkolith's capital_change_brief for EVN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EVN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.