85 tracked 13F filers disclose a position in EVSM as of the latest SEC 13F filings, a combined $395.7M 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 | $176.6M | 3.5M | ▲+17% Added · +509K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $42.0M | 836K | ▲+45% Added · +259K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $27.3M | 543K | ▲+114% Added · +290K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 287K | ▲+4.7% Added · +13K sh | Q1 2026 | |
| 5 | Garrett Wealth Advisory Group, LLC | $14.1M | 280K | ▲+9.1% Added · +23K sh | Q2 2026 | |
| 6 | &PARTNERS | $12.3M | 244K | ▲+17% Added · +35K sh | Q1 2026 | |
| 7 | Sunflower Bank, N.A. | $9.9M | 197K | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 8 | Tilson Financial Group, Inc. | $9.1M | 180K | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 9 | Farther Finance Advisors, LLC | $8.0M | 159K | ▲+42% Added · +47K sh | Q1 2026 | |
| 10 | Diversified Portfolios, Inc. | $7.6M | 150K | ▲+85% Added · +69K sh | Q2 2026 | |
| 11 | Sanctuary Advisors, LLC | $5.6M | 112K | ▼−0.6% Reduced · −663 sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $5.4M | 107K | ▲+35% Added · +28K sh | Q1 2026 | |
| 13 | Summit Financial, LLC | $3.8M | 75K | ▲+14% Added · +9K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 60K | ▲+244% Added · +42K sh | Q1 2026 | |
| 15 | Arkadios Wealth Advisors | $2.7M | 54K | ▼−1.4% Reduced · −777 sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $2.6M | 52K | ▼−34% Reduced · −26K sh | Q1 2026 | |
| 17 | U.S. Capital Wealth Advisors, LLC | $2.5M | 49K | ▲+1.6% Added · +778 sh | Q1 2026 | |
| 18 | Rossby Financial, LCC | $2.4M | 47K | ▲+14% Added · +6K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 44K | ▲+17% Added · +6K sh | Q1 2026 | |
| 20 | OLD MISSION CAPITAL LLC | $2.1M | 41K | ▼−9.0% Reduced · −4K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $2.0M | 41K | ▼−19% Reduced · −9K sh | Q1 2026 | |
| 22 | Root Financial Partners, LLC | $1.9M | 38K | ▲New +38K sh | Q2 2026 | |
| 23 | Dynamic Advisor Solutions LLC | $1.8M | 37K | ▲+8.6% Added · +3K sh | Q2 2026 | |
| 24 | Integrated Wealth Concepts LLC | $1.8M | 37K | ▲New +37K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $1.8M | 35K | ▼−64% Reduced · −63K 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, 7 funds opened a new position in EVSM and 17 added to an existing one, while 9 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 |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $5.6B |
| APPLE INCAAPL | 37 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $1.2B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $4.9B |
| MICROSOFT CORPMSFT | 36 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 36 funds | $1.4B |
| AMAZON.COM INCAMZN | 35 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 35 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $1.6B |
| TESLA INCTSLA | 35 funds | $1.4B |
| HOME DEPOT INCHD | 35 funds | $793.3M |
Ranked by how many of EVSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 145 funds | $4.0B |
| EVSMthis pagemc | 85 funds | $395.7M |
| CVIEFUND | 76 funds | $281.8M |
| CVLCFUND | 68 funds | $533.3M |
| EVSDmc | 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 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.