Among active 13F managers last quarter, 6 opened and 20 added, while 15 reduced; the largest holder to move was D.A. Davidson & Co. (+9.8%).
78 tracked 13F filers disclose a position in EVSD as of the latest SEC 13F filings, a combined $803.1M 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 | 7.9M | $404.0M | ▲+35% Added · +2.1M sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 1.5M | $74.0M | ▲+98% Added · +718K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.0M | $51.5M | ▲+35% Added · +265K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 482K | $24.5M | ▲+180% Added · +310K sh | Q1 2026 | |
| 5 | D.A. Davidson & Co. | 398K | $20.2M | ▲+9.8% Added · +36K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 359K | $18.3M | ▲+271% Added · +262K sh | Q1 2026 | |
| 7 | Blue Water Asset Management | 348K | $17.7M | ▲+5.8% Added · +19K sh | Q2 2026 | |
| 8 | Tilson Financial Group, Inc. | 339K | $17.2M | ▲+2.3% Added · +8K sh | Q2 2026 | |
| 9 | Rockefeller Capital Management L.P. | 338K | $17.2M | ▲3k× Added · +338K sh | Q1 2026 | |
| 10 | Prism Advisors, Inc. | 312K | $15.9M | ▲+4.3% Added · +13K sh | Q2 2026 | |
| 11 | Platform Technology Partners | 290K | $14.7M | ▲+11% Added · +30K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | 186K | $9.5M | ▼−19% Reduced · −43K sh | Q1 2026 | |
| 13 | IHT Wealth Management, LLC | 157K | $8.0M | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 14 | Clear Trail Advisors, LLC | 148K | $7.5M | ▲+10% Added · +14K sh | Q2 2026 | |
| 15 | Mgo One Seven LLC | 139K | $7.1M | ▼−5.4% Reduced · −8K sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | 138K | $7.0M | ▲+12% Added · +15K sh | Q2 2026 | |
| 17 | Wealthspan Partners, LLC | 131K | $6.6M | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 130K | $6.6M | ▲+0.1% Added · +114 sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 127K | $6.5M | ▲+204% Added · +85K sh | Q1 2026 | |
| 20 | Prevail Innovative Wealth Advisors, LLC | 121K | $6.2M | ▲+179% Added · +78K sh | Q2 2026 | |
| 21 | Waverly Advisors, LLC | 104K | $5.3M | ▼−3.1% Reduced · −3K sh | Q2 2026 | |
| 22 | Merit Financial Group, LLC | 86K | $4.4M | ▲+3.9% Added · +3K sh | Q2 2026 | |
| 23 | Gateway Wealth Partners, LLC | 83K | $4.2M | ▼−36% Reduced · −47K sh | Q2 2026 | |
| 24 | Systelligence, LLC | 75K | $3.8M | ▼−24% Reduced · −23K sh | Q2 2026 | |
| 25 | Dakota Wealth Management | 74K | $3.8M | ▲New +74K 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, 6 funds opened a new position in EVSD and 20 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for EVSD
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/EVSD/capital-change-brief"
Use Arkolith's capital_change_brief for EVSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for EVSD. Filings are public domain, sourced to SEC EDGAR.