Among active 13F managers last quarter, 2 opened and 3 added, while 1 reduced; the largest holder to move was Roman Butler Fullerton & Co (+71%).
18 tracked 13F filers disclose a position in EVSB as of the latest SEC 13F filings, a combined $121.6M 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 | 2.2M | $109.4M | ▼−2.3% Reduced · −50K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 64K | $3.3M | ▼−39% Reduced · −40K sh | Q1 2026 | |
| 3 | Stifel Financial Corp | 48K | $2.4M | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 4 | Goldman Sachs Group Inc | 34K | $1.7M | ▲+43% Added · +10K sh | Q1 2026 | |
| 5 | Roman Butler Fullerton & Co | 28K | $1.4M | ▲+71% Added · +12K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | 13K | $668K | ▼−93% Reduced · −177K sh | Q2 2026 | |
| 7 | Mariner, LLC | 12K | $617K | ▲+32% Added · +3K sh | Q1 2026 | |
| 8 | Inspire Advisors, LLC | 12K | $601K | ▲New +12K sh | Q2 2026 | |
| 9 | Wealthcare Advisory Partners LLC | 8K | $390K | ▼−19% Reduced · −2K sh | Q2 2026 | |
| 10 | Kingsview Wealth Management, LLC | 6K | $322K | ▼−52% Reduced · −7K sh | Q2 2026 | |
| 11 | William John Sempolinski | 5K | $254K | —Held | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 4K | $227K | ▲New +4K sh | Q1 2026 | |
| 13 | IFP Advisors, Inc | 4K | $189K | ▲+1.1% Added · +39 sh | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 2K | $94K | ▲+9.1% Added · +155 sh | Q2 2026 | |
| 15 | Fifth Third Bancorp | 970 | $49K | ▲New +970 sh | Q1 2026 | |
| 16 | Global Retirement Partners, LLC | 371 | $19K | ▲+0.3% Added · +1 sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 100 | $5K | —Held | Q1 2026 | |
| 18 | Ameritas Advisory Services, LLC | 99 | $5K | ▲New +99 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, 2 funds opened a new position in EVSB and 3 added to an existing one, while 1 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 |
|---|---|---|
| Apple IncAAPL | 7 funds | $538.6M |
| Nvidia CorpNVDA | 7 funds | $505.8M |
| Vanguard Total Stock MKT ETFVTI | 7 funds | $248.2M |
| Microsoft CorpMSFT | 7 funds | $246.8M |
| Amazon.com IncAMZN | 7 funds | $236.7M |
| Vanguard S&P 500 ETFVOO | 7 funds | $222.0M |
| Alphabet Inc-CL AGOOGL | 7 funds | $180.6M |
| Alphabet Inc-CL CGOOG | 7 funds | $154.1M |
| Broadcom IncAVGO | 7 funds | $142.0M |
| Ishares Core S&P Small-Cap EIJR | 7 funds | $136.6M |
| Tesla IncTSLA | 7 funds | $119.7M |
| Schwab US DVD Equity ETFSCHD | 7 funds | $115.5M |
Ranked by how many of EVSB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVSB.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 77 funds | $799.8M |
| XAGGmc | 71 funds | $582.5M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EVSB
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/EVSB/capital-change-brief"
Use Arkolith's capital_change_brief for EVSB. 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 EVSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.