Among active 13F managers last quarter, 3 opened and 4 added, while 3 reduced; the largest holder to move was Millennium Management LLC (−3.2%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
33 tracked 13F filers disclose a position in EVO as of the latest SEC 13F filings, a combined $14.3M 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 | Mubadala Investment Co PJSC | 4.6M | $11.5M | —Held | Q1 2026 | |
| 2 | Optiver Holding B.V. | 284K | $709K | ▲+598% Added · +243K sh | Q1 2026 | |
| 3 | Morgan Stanley | 260K | $649K | ▲+0.1% Added · +154 sh | Q1 2026 | |
| 4 | LPL Financial LLC | 122K | $306K | ▲+29% Added · +28K sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 119K | $299K | ▲+71% Added · +49K sh | Q1 2026 | |
| 6 | Millennium Management LLC | 100K | $249K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 7 | Pathstone Holdings, LLC | 36K | $100K | ▲+4.8% Added · +2K sh | Q2 2026 | |
| 8 | Snowden Capital Advisors LLC | 25K | $71K | ▲+4.0% Added · +970 sh | Q2 2026 | |
| 9 | Goldman Sachs Group Inc | 21K | $53K | ▼−40% Reduced · −14K sh | Q1 2026 | |
| 10 | XTX Topco Ltd | 20K | $49K | ▲+6.9% Added · +1K sh | Q1 2026 | |
| 11 | Old Mission Capital LLC | 19K | $48K | ▼−62% Reduced · −32K sh | Q1 2026 | |
| 12 | BNP Paribas Financial Markets | 15K | $38K | ▼−4.5% Reduced · −721 sh | Q1 2026 | |
| 13 | Marshall Wace, LLP | 15K | $38K | ▲+18% Added · +2K sh | Q1 2026 | |
| 14 | Vanguard Personalized Indexing Management, LLC | 14K | $38K | ▼−32% Reduced · −7K sh | Q2 2026 | |
| 15 | CSS LLC | 12K | $34K | —Held | Q2 2026 | |
| 16 | Geode Capital Management, LLC | 11K | $32K | ▲New +11K sh | Q2 2026 | |
| 17 | Apollon Wealth Management, LLC | 11K | $28K | ▲New +11K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | 10K | $26K | ▲15× Added · +10K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | 10K | $28K | —Held | Q2 2026 | |
| 20 | UMB Bank, n.a. | 8K | $23K | ▲+14% Added · +1K sh | Q2 2026 | |
| 21 | Global Retirement Partners, LLC | 4K | $12K | ▲New +4K sh | Q2 2026 | |
| 22 | UBS Group AG | 2K | $4K | ▲New +2K sh | Q1 2026 | |
| 23 | Smartleaf Asset Management LLC | 1K | $4K | —Held | Q2 2026 | |
| 24 | Private Trust Co Na | 490 | $1K | —Held | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 340 | $850 | ▲+1.5% Added · +5 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, 3 funds opened a new position in EVO and 4 added to an existing one, while 3 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 | 15 funds | $5.6B |
| Tesla IncTSLA | 14 funds | $1.7B |
| Chevron CorpCVX | 14 funds | $1.3B |
| Micron Technology IncMU | 14 funds | $1.2B |
| Bank Of America CorpBAC | 14 funds | $888.3M |
| American Electric PowerAEP | 14 funds | $587.8M |
| RTX CorpRTX | 14 funds | $498.2M |
| Oracle CorpORCL | 14 funds | $335.2M |
| AT&T IncT | 14 funds | $325.8M |
| Boeing CoBA | 14 funds | $303.1M |
| Lockheed Martin CorpLMT | 14 funds | $296.9M |
| ConocoPhillipsCOP | 14 funds | $293.5M |
Ranked by how many of EVO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 27, 2020 | Wheeler Ronald Scott | Chief Administrative Officer, Director | Buy (P) | 60K | $150K |
| Apr 16, 2018 | Yeros John Peter | Chief Executive Officer | Buy (P) | 50K | $150K |
| Apr 16, 2018 | Abood Thomas J. | Director | Buy (P) | 120K | $301K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 12 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EVO
This stock 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/EVO/capital-change-brief"
Use Arkolith's capital_change_brief for EVO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EVO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.