65 tracked 13F filers disclose a position in EVSD as of the latest SEC 13F filings, a combined $781.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $404.0M | 7.9M | ▲+35% Added · +2.1M sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $74.0M | 1.5M | ▲+98% Added · +718K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $51.5M | 1.0M | ▲+35% Added · +265K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.5M | 482K | ▲+180% Added · +310K sh | Q1 2026 | |
| 5 | D.A. DAVIDSON & CO. | $20.2M | 398K | ▲+9.8% Added · +36K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $18.3M | 359K | ▲+271% Added · +262K sh | Q1 2026 | |
| 7 | Blue Water Asset Management | $17.7M | 348K | ▲+5.8% Added · +19K sh | Q2 2026 | |
| 8 | Tilson Financial Group, Inc. | $17.2M | 339K | ▲+2.3% Added · +8K sh | Q2 2026 | |
| 9 | Rockefeller Capital Management L.P. | $17.2M | 338K | ▲3k× Added · +338K sh | Q1 2026 | |
| 10 | Prism Advisors, Inc. | $15.9M | 312K | ▲+4.3% Added · +13K sh | Q2 2026 | |
| 11 | Platform Technology Partners | $14.7M | 290K | ▲+11% Added · +30K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $9.5M | 186K | ▼−19% Reduced · −43K sh | Q1 2026 | |
| 13 | IHT Wealth Management, LLC | $8.1M | 159K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 14 | Clear Trail Advisors, LLC | $7.5M | 148K | ▲+10% Added · +14K sh | Q2 2026 | |
| 15 | MGO ONE SEVEN LLC | $7.1M | 139K | ▼−5.4% Reduced · −8K sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | $7.0M | 138K | ▲+12% Added · +15K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $6.6M | 130K | ▲+0.1% Added · +114 sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 127K | ▲+204% Added · +85K sh | Q1 2026 | |
| 19 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.2M | 121K | ▲+179% Added · +78K sh | Q2 2026 | |
| 20 | Waverly Advisors, LLC | $5.5M | 107K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 21 | Merit Financial Group, LLC | $4.4M | 86K | ▲+3.9% Added · +3K sh | Q2 2026 | |
| 22 | Gateway Wealth Partners, LLC | $4.2M | 83K | ▼−36% Reduced · −47K sh | Q2 2026 | |
| 23 | Systelligence, LLC | $3.8M | 75K | ▼−24% Reduced · −23K sh | Q2 2026 | |
| 24 | ASSETMARK, INC | $3.3M | 66K | ▼−0.3% Reduced · −230 sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | $3.2M | 62K | ▲+4.2% Added · +3K 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, 8 funds opened a new position in EVSD and 16 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 34 funds | $3.0B |
| MICROSOFT CORPMSFT | 33 funds | $1.7B |
| NVIDIA CORPNVDA | 32 funds | $2.4B |
| AMAZON.COM INCAMZN | 32 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 32 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $1.2B |
| BROADCOM INCAVGO | 31 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 31 funds | $859.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $733.3M |
| JOHNSON & JOHNSONJNJ | 31 funds | $546.9M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $523.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $1.1B |
Ranked by how many of EVSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 145 funds | $4.0B |
| EVSMmc | 85 funds | $395.7M |
| CVIEFUND | 76 funds | $281.8M |
| CVLCFUND | 68 funds | $533.3M |
| EVSDthis pagemc | 65 funds | $781.2M |
| XAGGmc | 59 funds | $530.7M |
| EVMOmc | 51 funds | $609.3M |
| EVLNmc | 47 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 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 + end-of-day price history + the live filing stream, joined for EVSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.