Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was AdvisorNet Financial, Inc (+1.3%).
10 tracked 13F filers disclose a position in EVYM as of the latest SEC 13F filings, a combined $37.6M 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 | 514K | $25.5M | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 114K | $5.8M | ▲+40% Added · +33K sh | Q2 2026 | |
| 3 | Prentice Wealth Management LLC | 33K | $1.7M | ▼−7.1% Reduced · −3K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 32K | $1.6M | ▲+63% Added · +12K sh | Q1 2026 | |
| 5 | Royal Bank Of Canada | 23K | $1.2M | ▲+99% Added · +12K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 23K | $1.1M | ▼−2.4% Reduced · −549 sh | Q1 2026 | |
| 7 | SeaCrest Wealth Management, LLC | 13K | $648K | ▲+39% Added · +4K sh | Q2 2026 | |
| 8 | AdvisorNet Financial, Inc | 1K | $52K | ▲+1.3% Added · +13 sh | Q2 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 960 | $49K | ▲New +960 sh | Q2 2026 | |
| 10 | UBS Group AG | 123 | $6K | ▲New +123 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, 1 fund added to an existing position in EVYM, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 1 funds | $112.0M |
| Dimensional US Core Equity MDFAU | 1 funds | $48.3M |
| Dimensional International CoDFIC | 1 funds | $43.3M |
| JPMorgan Ultra-Short IncomeJPST | 1 funds | $41.5M |
| Cap Group Intl FocusCGXU | 1 funds | $39.5M |
| Apple IncAAPL | 1 funds | $37.7M |
| Vanguard Ftse Developed ETFVEA | 1 funds | $35.8M |
| Vanguard Growth ETFVUG | 1 funds | $34.0M |
| Ishares Core U.S. AggregateAGG | 1 funds | $33.9M |
| Ishares Core S&P Midcap ETFIJH | 1 funds | $33.4M |
| Dimensional US Core Equity 2DFAC | 1 funds | $32.5M |
| Putnam Focused LRG Cap ValuePVAL | 1 funds | $31.9M |
Ranked by how many of EVYM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVYM.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 98 funds | $414.2M |
| CVIEFUND | 83 funds | $285.5M |
| CVLCFUND | 79 funds | $555.0M |
| EVSDmc | 78 funds | $800.7M |
| XAGGmc | 72 funds | $582.1M |
| EVMOmc | 56 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 EVYM
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/EVYM/capital-change-brief"
Use Arkolith's capital_change_brief for EVYM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for EVYM. Filings are public domain, sourced to SEC EDGAR.