Who owns EVEX (EVEX)
Which tracked institutional funds hold EVEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVEX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EVEX is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 28 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVEX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EVEX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 148 tracked filers holding EVEX, 83 increased or opened the position and 57 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVEX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$11M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- RENAISSANCE TECHNOLOGIES LLC$854K
Full exits 4
- VANGUARD GROUP INC$22M
- Banco BTG Pactual S.A.$1M
- Balyasny Asset Management L.P.$744K
- Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$502K
Largest adds
- UBS Group AG$1M
- AQR CAPITAL MANAGEMENT LLC$1M
- Point72 Asset Management, L.P.$959K
Largest trims
- BlackRock, Inc.$10M
- COOPER CREEK PARTNERS MANAGEMENT LLC$7M
- SPX Gestao de Recursos Ltda$6M
- BW Gestao de Investimentos Ltda.$6M
- United Airlines Holdings, Inc.$4M
- MASTERS CAPITAL MANAGEMENT LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,500,431 | $16M | 10.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,257,093 | $11M | 7.1% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. | 3,686,140 | $9M | 6.2% | 2026-Q1 |
| United Airlines Holdings, Inc. | 2,653,861 | $7M | 4.4% | 2026-Q1 |
| SPX Gestao de Recursos Ltda trimmed | 2,293,630 | $6M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,280,709 | $6M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 2,026,784 | $5M | 3.4% | 2026-Q1 |
| MASTERS CAPITAL MANAGEMENT LLC trimmed | 2,000,000 | $5M | 3.3% | 2026-Q1 |
| UBS Group AG added | 1,870,886 | $5M | 3.1% | 2026-Q1 |
| Kapitalo Investimentos Ltda | 1,100,000 | $3M | 1.8% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC trimmed | 1,097,260 | $3M | 1.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 958,923 | $2M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 828,223 | $2M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 755,022 | $2M | 1.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 704,355 | $2M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 700,531 | $2M | 1.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 676,688 | $2M | 1.1% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 420,007 | $2M | 1.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 4,144,293 | $2M | 1.1% | 2026-Q1 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 4,110,193 | $2M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 569,994 | $1M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 448,178 | $1M | 0.8% | 2026-Q1 |
| Jump Financial, LLC added | 412,000 | $1M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 344,223 | $854K | 0.6% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 278,017 | $689K | 0.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 230,700 | $572K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 216,470 | $537K | 0.4% | 2026-Q1 |
| Quantbot Technologies LP added | 197,629 | $490K | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 192,931 | $478K | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 145,444 | $361K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 135,282 | $335K | 0.2% | 2026-Q1 |
| Swiss National Bank | 133,900 | $332K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 75,480 | $301K | 0.2% | 2026-Q1 |
| Aureus Asset Management, LLC | 120,500 | $299K | 0.2% | 2026-Q1 |
| Optimize Financial Inc new | 120,299 | $298K | 0.2% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 114,513 | $284K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 113,355 | $281K | 0.2% | 2026-Q1 |
| PIER 88 INVESTMENT PARTNERS LLC trimmed | 103,000 | $255K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 101,948 | $253K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 91,550 | $227K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 91,135 | $226K | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 89,454 | $222K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 484,473 | $194K | 0.1% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. | 530,270 | $191K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 76,975 | $191K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 75,834 | $188K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 65,957 | $164K | 0.1% | 2026-Q1 |
| Numerai GP LLC trimmed | 65,810 | $163K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 65,637 | $163K | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 59,457 | $148K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 53,599 | $133K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 45,699 | $132K | 0.1% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 32,000 | $128K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 50,742 | $126K | 0.1% | 2026-Q1 |
| CWM, LLC added | 50,589 | $125K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 48,894 | $121K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 47,036 | $117K | 0.1% | 2026-Q1 |
| LMR Partners LLP | 288,827 | $116K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 45,605 | $113K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 46,893 | $112K | 0.1% | 2026-Q1 |
| AXQ CAPITAL, LP added | 44,956 | $111K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 39,954 | $99K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 37,549 | $93K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 35,056 | $87K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 34,883 | $87K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC new | 32,048 | $79K | 0.1% | 2026-Q1 |
| Canal Insurance CO added | 31,948 | $79K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,746 | $79K | 0.1% | 2026-Q1 |
| Ethic Inc. added | 30,707 | $76K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 5,556,270 | $22M | 15.0% | 2025-Q4 stale |
| Ilex Capital Partners (UK) LLP new | 1,420,649 | $5M | 3.7% | 2025-Q3 stale |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 696,055 | $3M | 1.8% | 2025-Q3 stale |
| Polar Asset Management Partners Inc. new | 673,988 | $3M | 1.7% | 2025-Q3 stale |
| Sagil Capital LLP new | 278,103 | $2M | 1.3% | 2025-Q2 stale |
| Banco BTG Pactual S.A. trimmed | 346,500 | $1M | 0.9% | 2025-Q4 stale |
| AMERICAN CENTURY COMPANIES INC added | 148,737 | $1M | 0.7% | 2025-Q2 stale |
| SABBY MANAGEMENT, LLC new | 232,458 | $886K | 0.6% | 2025-Q3 stale |
| Balyasny Asset Management L.P. new | 186,549 | $744K | 0.5% | 2025-Q4 stale |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. new | 125,832 | $502K | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 121,600 | $485K | 0.3% | 2025-Q4 stale |
| TT International Asset Management LTD new | 60,050 | $412K | 0.3% | 2025-Q2 stale |
| Ghisallo Capital Management LLC new | 100,000 | $381K | 0.3% | 2025-Q3 stale |
| Amundi added | 87,468 | $349K | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 84,176 | $336K | 0.2% | 2025-Q4 stale |
| Thomist Capital Management, LP added | 80,880 | $322K | 0.2% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 64,704 | $258K | 0.2% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC added | 56,896 | $216K | 0.1% | 2025-Q3 stale |
| Point72 Asia (Singapore) Pte. Ltd. new | 55,618 | $212K | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL new | 48,159 | $192K | 0.1% | 2025-Q4 stale |
| PharVision Advisers, LLC new | 47,794 | $191K | 0.1% | 2025-Q4 stale |
| Walleye Trading LLC added | 41,994 | $160K | 0.1% | 2025-Q3 stale |
| EntryPoint Capital, LLC added | 43,471 | $144K | 0.1% | 2025-Q1 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 24,635 | $108K | 0.1% | 2025-Q4 stale |
| CSS LLC/IL added | 110,427 | $102K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC trimmed | 23,938 | $96K | 0.1% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC new | 25,347 | $96K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 13,661 | $93K | 0.1% | 2025-Q2 stale |
| STRS OHIO | 22,500 | $86K | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. added | 25,677 | $85K | 0.1% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP | 25,662 | $85K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.