Among active 13F managers last quarter, 8 opened and 22 added, while 12 reduced; the largest holder to move was Tilson Financial Group, Inc. (+0.7%).
99 tracked 13F filers disclose a position in EVSM as of the latest SEC 13F filings, a combined $415.6M 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 | 3.5M | $176.6M | ▲+17% Added · +509K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 836K | $42.0M | ▲+45% Added · +259K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 543K | $27.3M | ▲+114% Added · +290K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 287K | $14.4M | ▲+4.7% Added · +13K sh | Q1 2026 | |
| 5 | Garrett Wealth Advisory Group, LLC | 280K | $14.1M | ▲+9.1% Added · +23K sh | Q2 2026 | |
| 6 | &Partners | 268K | $13.5M | ▲+9.8% Added · +24K sh | Q2 2026 | |
| 7 | Sunflower Bank, N.A. | 197K | $9.9M | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 8 | Tilson Financial Group, Inc. | 180K | $9.1M | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 9 | Farther Finance Advisors, LLC | 159K | $8.0M | ▲+42% Added · +47K sh | Q1 2026 | |
| 10 | Diversified Portfolios, Inc. | 150K | $7.6M | ▲+85% Added · +69K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 107K | $5.4M | ▲+35% Added · +28K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | 106K | $5.3M | ▼−5.4% Reduced · −6K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 71K | $3.6M | ▲+36% Added · +19K sh | Q2 2026 | |
| 14 | Summit Financial, LLC | 68K | $3.4M | ▼−10.0% Reduced · −8K sh | Q2 2026 | |
| 15 | Northwestern Mutual Wealth Management Co | 60K | $3.0M | ▲+244% Added · +42K sh | Q1 2026 | |
| 16 | Arkadios Wealth Advisors | 54K | $2.7M | ▼−0.2% Reduced · −107 sh | Q2 2026 | |
| 17 | Wealthspan Partners, LLC | 53K | $2.7M | ▼−8.4% Reduced · −5K sh | Q2 2026 | |
| 18 | U.S. Capital Wealth Advisors, LLC | 49K | $2.5M | ▲+1.6% Added · +778 sh | Q1 2026 | |
| 19 | Rossby Financial, LCC | 47K | $2.4M | ▲+14% Added · +6K sh | Q2 2026 | |
| 20 | Stratos Investment Management, LLC | 46K | $2.3M | ▲New +46K sh | Q2 2026 | |
| 21 | Valmark Advisers, Inc. | 46K | $2.3M | ▲+89% Added · +21K sh | Q2 2026 | |
| 22 | Commonwealth Equity Services, LLC | 44K | $2.2M | ▲+17% Added · +6K sh | Q1 2026 | |
| 23 | Citadel Advisors LLC | 44K | $2.2M | ▲+137% Added · +25K sh | Q2 2026 | |
| 24 | Old Mission Capital LLC | 41K | $2.1M | ▼−9.0% Reduced · −4K sh | Q1 2026 | |
| 25 | Arax Advisory Partners | 41K | $2.1M | ▲New +41K 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, 8 funds opened a new position in EVSM and 22 added to an existing one, while 12 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 | 46 funds | $5.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 46 funds | $2.5B |
| Ishares Core S&P 500 ETFIVV | 45 funds | $16.9B |
| Apple IncAAPL | 45 funds | $5.9B |
| Microsoft CorpMSFT | 45 funds | $3.6B |
| JPMorgan Chase & CoJPM | 45 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 44 funds | $2.5B |
| Invesco QQQ Trust Series 1QQQ | 44 funds | $1.8B |
| Tesla IncTSLA | 44 funds | $1.3B |
| Amazon.com IncAMZN | 43 funds | $4.2B |
| Meta Platforms Inc-Class AMETA | 43 funds | $1.4B |
| Home Depot IncHD | 43 funds | $955.9M |
Ranked by how many of EVSM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVSM.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 179 funds | $4.1B |
| EVSMthis pagemc | 99 funds | $415.6M |
| CVIEFUND | 85 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 78 funds | $803.1M |
| XAGGmc | 72 funds | $588.6M |
| 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 EVSM
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/EVSM/capital-change-brief"
Use Arkolith's capital_change_brief for EVSM. 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 EVSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.