The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query EVN owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EVN"
Use Arkolith to show who owns EVN, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $9.8M | 941K | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 2 | WELCH & FORBES LLC | $2.1M | 206K | —Held | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $951K | 91K | ▲+4.5% Added · +4K sh | Q1 2026 | |
| 4 | Fiera Capital Corp | $842K | 81K | ▲New +81K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $721K | 69K | ▲+13% Added · +8K sh | Q1 2026 | |
| 6 | Sanctuary Advisors, LLC | $507K | 49K | ▲+9.6% Added · +4K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $458K | 44K | ▼−71% Reduced · −108K sh | Q1 2026 | |
| 8 | Summit Trail Advisors, LLC | $383K | 37K | ▲New +37K sh | Q1 2026 | |
| 9 | StoneX Group Inc. | $338K | 32K | ▲+19% Added · +5K sh | Q1 2026 | |
| 10 | Chicago Partners Investment Group LLC | $217K | 21K | ▲+0.6% Added · +126 sh | Q1 2026 | |
| 11 | Ashton Thomas Private Wealth, LLC | $198K | 19K | ▲+27% Added · +4K sh | Q1 2026 | |
| 12 | D.A. DAVIDSON & CO. | $178K | 17K | —Held | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $165K | 16K | —Held | Q1 2026 | |
| 14 | Concurrent Investment Advisors, LLC | $163K | 16K | —Held | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $156K | 14K | ▲+1.4% Added · +206 sh | Q1 2026 | |
| 16 | SAX WEALTH ADVISORS, LLC | $145K | 13K | —Held | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $145K | 14K | ▼−6.7% Reduced · −1K sh | Q1 2026 | |
| 18 | BAR HARBOR WEALTH MANAGEMENT | $140K | 13K | —Held | Q1 2026 | |
| 19 | &PARTNERS | $138K | 13K | ▲+0.5% Added · +63 sh | Q1 2026 | |
| 20 | Mutual Advisors, LLC | $136K | 13K | ▲New +13K sh | Q1 2026 | |
| 21 | MAI Capital Management | $23K | 2K | ▲+1.3% Added · +28 sh | Q1 2026 | |
| 22 | Ancora Advisors LLC | $21K | 2K | ▼−9.4% Reduced · −207 sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $8K | 814 | —Held | Q1 2026 | |
| 24 | Sound Income Strategies, LLC | $10 | 1 | —Held | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 5, 2025 | Frost Cynthia | Insider | Sell (S) | 2K | $19K |
| Mar 5, 2025 | Frost Cynthia | Insider | Sell (S) | 13K | $141K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 27 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 27 funds | $6.6B |
| BROADCOM INCAVGO | 27 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 27 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 27 funds | $2.4B |
| VISA INC-CLASS A SHARESV | 27 funds | $2.1B |
| ELI LILLY & COLLY | 27 funds | $2.1B |
| COSTCO WHOLESALE CORPCOST | 27 funds | $1.9B |
| WALMART INCWMT | 27 funds | $1.8B |
| MASTERCARD INC - AMA | 27 funds | $1.7B |
| EXXON MOBIL CORPXOM | 27 funds | $1.6B |
Ranked by how many of EVN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.