Among active 13F managers last quarter, 4 opened and 10 added, while 9 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (−0.5%).
83 tracked 13F filers disclose a position in EVN as of the latest SEC 13F filings, a combined $86.1M 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 | Morgan Stanley | 1.1M | $11.7M | ▼−3.6% Reduced · −42K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | 936K | $10.5M | ▼−0.5% Reduced · −5K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 841K | $8.8M | ▼−0.1% Reduced · −732 sh | Q1 2026 | |
| 4 | Guggenheim Capital LLC | 816K | $8.5M | ▼−15% Reduced · −142K sh | Q1 2026 | |
| 5 | UBS Group AG | 404K | $4.2M | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 6 | Melfa Wealth Management, Inc. | 355K | $4.0M | ▼−11% Reduced · −43K sh | Q2 2026 | |
| 7 | Bank Of America Corp | 343K | $3.6M | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 323K | $3.4M | ▼−4.0% Reduced · −14K sh | Q1 2026 | |
| 9 | Van Eck Associates Corp | 258K | $2.9M | ▲+13% Added · +29K sh | Q2 2026 | |
| 10 | LPL Financial LLC | 214K | $2.2M | ▲+5.2% Added · +11K sh | Q1 2026 | |
| 11 | Welch & Forbes LLC | 206K | $2.3M | —Held | Q2 2026 | |
| 12 | Cetera Investment Advisers | 164K | $1.7M | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 13 | Fiera Capital Corp | 147K | $1.7M | ▲+82% Added · +66K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | 117K | $1.3M | ▲+744% Added · +103K sh | Q2 2026 | |
| 15 | Advisors Asset Management, Inc. | 112K | $1.3M | ▲+156% Added · +68K sh | Q2 2026 | |
| 16 | ProVise Management Group, LLC | 108K | $1.2M | ▲+2.9% Added · +3K sh | Q2 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 103K | $1.2M | ▲+13% Added · +12K sh | Q2 2026 | |
| 18 | Whipplewood Advisors, LLC | 93K | $1.1M | ▼−0.6% Reduced · −602 sh | Q2 2026 | |
| 19 | Wakefield Asset Management LLLP | 88K | $992K | ▲New +88K sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 83K | $864K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 21 | Stifel Financial Corp | 75K | $781K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 74K | $773K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 23 | Commonwealth Equity Services, LLC | 67K | $702K | ▲+5.6% Added · +4K sh | Q1 2026 | |
| 24 | Summit Trail Advisors, LLC | 63K | $715K | ▲+73% Added · +27K sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | 55K | $623K | ▼−20% Reduced · −14K 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, 4 funds opened a new position in EVN and 10 added to an existing one, while 9 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 |
|---|---|---|
| Microsoft CorpMSFT | 38 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 37 funds | $3.6B |
| Amazon.com IncAMZN | 37 funds | $2.8B |
| JPMorgan Chase & CoJPM | 37 funds | $1.2B |
| Nvidia CorpNVDA | 36 funds | $18.4B |
| Broadcom IncAVGO | 36 funds | $7.3B |
| Alphabet Inc-CL CGOOG | 36 funds | $1.8B |
| Merck & Co. Inc.MRK | 36 funds | $704.2M |
| Applied Materials IncAMAT | 35 funds | $6.1B |
| Apple IncAAPL | 35 funds | $4.8B |
| Meta Platforms Inc-Class AMETA | 35 funds | $1.4B |
| Eli Lilly & CoLLY | 35 funds | $1.3B |
Ranked by how many of EVN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVN.
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.