Among active 13F managers last quarter, 4 opened and 37 added, while 8 reduced; the largest holder to move was Prodigy Asset Management LLC (−0.6%).
178 tracked 13F filers disclose a position in EVTR as of the latest SEC 13F filings, a combined $4.1B 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 | 32.8M | $1.7B | ▲+16% Added · +4.6M sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 5.9M | $299.7M | ▲+18% Added · +902K sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 4.1M | $210.0M | ▼−3.3% Reduced · −142K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 3.6M | $181.0M | ▲+60% Added · +1.3M sh | Q1 2026 | |
| 5 | LPL Financial LLC | 3.5M | $175.2M | ▲+32% Added · +831K sh | Q1 2026 | |
| 6 | FMR LLC | 3.0M | $153.6M | ▼−24% Reduced · −979K sh | Q2 2026 | |
| 7 | Prodigy Asset Management LLC | 2.3M | $115.4M | ▼−0.6% Reduced · −14K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 2.2M | $113.7M | ▲+50% Added · +746K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 2.1M | $104.7M | ▲+4.8% Added · +94K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 1.6M | $80.2M | ▲+39% Added · +440K sh | Q1 2026 | |
| 11 | Provenance Wealth Advisors, LLC | 1.4M | $71.4M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 12 | ALPS Advisors Inc | 1.4M | $70.0M | ▲+36% Added · +364K sh | Q2 2026 | |
| 13 | PNC Financial Services Group, Inc. | 1.3M | $65.7M | ▲+36% Added · +342K sh | Q1 2026 | |
| 14 | Northwestern Mutual Wealth Management Co | 676K | $34.3M | ▲+44% Added · +208K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | 632K | $32.1M | ▲+28% Added · +137K sh | Q1 2026 | |
| 16 | Valley Financial Group, Inc. | 538K | $27.3M | ▲+3.7% Added · +19K sh | Q2 2026 | |
| 17 | Retirement Management Systems Inc. | 535K | $27.1M | ▲+14% Added · +65K sh | Q2 2026 | |
| 18 | Quadcap Wealth Management, LLC | 477K | $24.2M | ▲+2.5% Added · +12K sh | Q2 2026 | |
| 19 | Spire Wealth Management | 473K | $24.0M | ▲+28% Added · +104K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | 436K | $22.1M | ▲+49% Added · +144K sh | Q1 2026 | |
| 21 | Coign Capital Advisors LLC | 355K | $18.0M | ▲+3.5% Added · +12K sh | Q2 2026 | |
| 22 | D.A. Davidson & Co. | 336K | $17.0M | ▲+15% Added · +44K sh | Q2 2026 | |
| 23 | Clear Trail Advisors, LLC | 319K | $16.2M | ▲+10% Added · +30K sh | Q2 2026 | |
| 24 | Elevation Point Wealth Partners, LLC | 306K | $15.5M | ▲+1.6% Added · +5K sh | Q2 2026 | |
| 25 | Stonehearth Capital Management, LLC | 282K | $14.3M | ▲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, 4 funds opened a new position in EVTR and 37 added to an existing one, while 8 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 |
|---|---|---|
| Apple IncAAPL | 95 funds | $10.4B |
| Microsoft CorpMSFT | 94 funds | $8.5B |
| Amazon.com IncAMZN | 93 funds | $7.3B |
| Alphabet Inc-CL AGOOGL | 91 funds | $4.3B |
| Nvidia CorpNVDA | 90 funds | $10.0B |
| Meta Platforms Inc-Class AMETA | 90 funds | $2.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 89 funds | $2.6B |
| Alphabet Inc-CL CGOOG | 88 funds | $5.0B |
| Broadcom IncAVGO | 88 funds | $4.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 87 funds | $3.9B |
| JPMorgan Chase & CoJPM | 87 funds | $3.1B |
| Ishares Core S&P 500 ETFIVV | 86 funds | $20.2B |
Ranked by how many of EVTR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVTR.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRthis pagemc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 77 funds | $799.8M |
| XAGGmc | 71 funds | $582.5M |
| 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 EVTR
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.