Who owns EVIM
Which tracked institutional funds hold EVIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVIM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 EVIM is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 4 trimmed or exited — on balance accumulating.
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
EVIM’s largest tracked holder by dollar value, &PARTNERS, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVIM 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 2026-Q1 and 2026-Q2, across 40 tracked filers holding EVIM, 30 increased or opened the position and 16 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 EVIM between the 2026-Q1 and 2026-Q2 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 2
- Rockefeller Capital Management L.P.$3M
- Elequin Capital, LP$3M
Full exits 1
- FLOW TRADERS U.S. LLC$974K
Largest adds
- LPL Financial LLC$16M
- &PARTNERS$8M
- ENVESTNET ASSET MANAGEMENT INC$8M
- MORGAN STANLEY$8M
- Crumly & Associates Inc.$3M
- OSAIC HOLDINGS, INC.$3M
Largest trims
- SK Wealth Management, LLC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- JANE STREET GROUP, LLC$749K
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 |
|---|---|---|---|---|
| &PARTNERS added | 1,589,828 | $85M | 28.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,475,220 | $79M | 26.1% | 2026-Q2 |
| MORGAN STANLEY added | 563,243 | $30M | 10.0% | 2026-Q2 |
| LPL Financial LLC added | 388,734 | $21M | 6.9% | 2026-Q2 |
| FWG Holdings, LLC added | 219,770 | $12M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 156,097 | $8M | 2.8% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 122,772 | $6M | 2.1% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 118,166 | $6M | 2.1% | 2026-Q2 |
| Legacy Private Trust Co. added | 117,220 | $6M | 2.1% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 108,605 | $6M | 1.9% | 2026-Q2 |
| Coign Capital Advisors LLC added | 95,445 | $5M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 88,118 | $5M | 1.6% | 2026-Q2 |
| Crumly & Associates Inc. added | 76,536 | $4M | 1.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 64,318 | $3M | 1.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 59,148 | $3M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 57,800 | $3M | 1.0% | 2026-Q2 |
| Elequin Capital, LP new | 57,568 | $3M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 42,697 | $2M | 0.8% | 2026-Q2 |
| Interchange Capital Partners, LLC added | 35,637 | $2M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 34,032 | $2M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 20,324 | $1M | 0.4% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 10,340 | $551K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,053 | $482K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 8,183 | $436K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 8,000 | $426K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC | 7,625 | $406K | 0.1% | 2026-Q2 |
| Miller Financial Services LLC added | 6,860 | $365K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC | 5,360 | $286K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 5,200 | $277K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 4,776 | $254K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,652 | $248K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 4,000 | $213K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,804 | $203K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 3,631 | $193K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 2,383 | $127K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,234 | $119K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,951 | $104K | 0.0% | 2026-Q2 |
| UBS Group AG added | 271 | $14K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 250 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 52 | $3K | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC trimmed | 18,527 | $974K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 5,739 | $302K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TCFG Investment Advisors, LLC new | 4,400 | $231K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TCFG WEALTH MANAGEMENT, LLC | 4,400 | $231K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 3,816 | $200K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CLEAR INVESTMENT RESEARCH, LLC added | 2,626 | $138K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Rossby Financial, LCC new | 845 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clarity Asset Management, Inc. added | 491 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 340 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 16,857 | $895K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC new | 5,190 | $275K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 1,334 | $71K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Benchmark Wealth Management, LLC new | 6,306 | $324K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Landmark Wealth Management, LLC new | 4,562 | $234K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.