139 tracked 13F filers disclose a position in EVTR as of the latest SEC 13F filings, a combined $3.9B 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 | $1.7B | 32.8M | ▲+16% Added · +4.6M sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $299.7M | 5.9M | ▲+18% Added · +902K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $210.0M | 4.1M | ▼−3.3% Reduced · −142K sh | Q1 2026 | |
| 4 | FMR LLC | $203.4M | 4.0M | ▲+0.7% Added · +26K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $181.0M | 3.6M | ▲+60% Added · +1.3M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $175.2M | 3.5M | ▲+32% Added · +831K sh | Q1 2026 | |
| 7 | Prodigy Asset Management LLC | $115.4M | 2.3M | ▼−0.6% Reduced · −14K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $113.7M | 2.2M | ▲+50% Added · +746K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $104.7M | 2.1M | ▲+4.8% Added · +94K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $80.2M | 1.6M | ▲+39% Added · +440K sh | Q1 2026 | |
| 11 | Provenance Wealth Advisors, LLC | $71.4M | 1.4M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 12 | ALPS ADVISORS INC | $70.0M | 1.4M | ▲+36% Added · +364K sh | Q2 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $65.7M | 1.3M | ▲+36% Added · +342K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.3M | 676K | ▲+44% Added · +208K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $32.1M | 632K | ▲+28% Added · +137K sh | Q1 2026 | |
| 16 | Retirement Management Systems Inc. | $27.1M | 535K | ▲+14% Added · +65K sh | Q2 2026 | |
| 17 | Valley Financial Group, Inc. | $26.4M | 519K | ▲+4.5% Added · +22K sh | Q1 2026 | |
| 18 | Spire Wealth Management | $24.0M | 473K | ▲+28% Added · +104K sh | Q1 2026 | |
| 19 | Quadcap Wealth Management, LLC | $23.6M | 465K | ▲+13% Added · +52K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $22.1M | 436K | ▲+49% Added · +144K sh | Q1 2026 | |
| 21 | Coign Capital Advisors LLC | $18.0M | 355K | ▲+3.5% Added · +12K sh | Q2 2026 | |
| 22 | D.A. DAVIDSON & CO. | $17.0M | 336K | ▲+15% Added · +44K sh | Q2 2026 | |
| 23 | Clear Trail Advisors, LLC | $16.2M | 319K | ▲+10% Added · +30K sh | Q2 2026 | |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $15.3M | 301K | ▲New +301K sh | Q1 2026 | |
| 25 | Stonehearth Capital Management, LLC | $14.3M | 282K | ▲New +282K 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, 5 funds opened a new position in EVTR and 32 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 | 49 funds | $14.1B |
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $13.2B |
| MICROSOFT CORPMSFT | 49 funds | $10.2B |
| BROADCOM INCAVGO | 49 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 49 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 49 funds | $4.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 49 funds | $3.6B |
| COSTCO WHOLESALE CORPCOST | 49 funds | $2.8B |
| TESLA INCTSLA | 49 funds | $2.7B |
| JOHNSON & JOHNSONJNJ | 49 funds | $2.7B |
| ELI LILLY & COLLY | 49 funds | $2.7B |
| EXXON MOBIL CORPXOM | 49 funds | $2.6B |
Ranked by how many of EVTR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/EVTR/capital-change-brief"
Use Arkolith's capital_change_brief for EVTR. 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 EVTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.