Who owns EVLN
Which tracked institutional funds hold EVLN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVLN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
11 tracked funds added or opened EVLN while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
EVLN’s largest tracked holder by dollar value, TEXAS PERMANENT SCHOOL FUND CORP, sizes it at 32.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 32.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVLN 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 51 tracked filers holding EVLN, 35 increased or opened the position and 18 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 EVLN 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 5
- Perennial Advisors, LLC$5M
- MCCARTER PRIVATE WEALTH SERVICES LLC$5M
- CREATIVE FINANCIAL DESIGNS INC /ADV$2M
- Rockefeller Capital Management L.P.$2M
- Riverview Capital Advisers, LLC$1M
Full exits 2
- Allworth Financial LP$27M
- GOLDMAN SACHS GROUP INC$5M
Largest adds
- MORGAN STANLEY$54M
- TEXAS PERMANENT SCHOOL FUND CORP$5M
- CENTRAL TRUST Co$775K
- Impact Partnership Wealth, LLC$714K
- WELLS FARGO & COMPANY/MN$692K
- LPL Financial LLC$280K
Largest trims
- Obermeyer Wealth Partners$703K
- ROYAL BANK OF CANADA$635K
- QTR Family Wealth, LLC$322K
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 |
|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | 15,008,187 | $728M | 55.1% | 2026-Q2 |
| MORGAN STANLEY added | 7,416,476 | $360M | 27.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 605,610 | $29M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 404,212 | $20M | 1.5% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 211,283 | $10M | 0.8% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 173,999 | $8M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 147,526 | $7M | 0.5% | 2026-Q2 |
| CENTRAL TRUST Co added | 115,872 | $6M | 0.4% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 110,537 | $5M | 0.4% | 2026-Q2 |
| Obermeyer Wealth Partners trimmed | 103,567 | $5M | 0.4% | 2026-Q2 |
| Perennial Advisors, LLC new | 98,238 | $5M | 0.4% | 2026-Q2 |
| MCCARTER PRIVATE WEALTH SERVICES LLC new | 95,726 | $5M | 0.4% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 62,843 | $3M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 47,233 | $2M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 44,646 | $2M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 35,134 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 34,221 | $2M | 0.1% | 2026-Q2 |
| QTR Family Wealth, LLC trimmed | 32,014 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 30,130 | $1M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 25,950 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 24,853 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 23,981 | $1M | 0.1% | 2026-Q2 |
| Riverview Capital Advisers, LLC new | 21,013 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 20,251 | $982K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 18,074 | $881K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,422 | $845K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,728 | $814K | 0.1% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC added | 15,162 | $735K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 14,982 | $727K | 0.1% | 2026-Q2 |
| Dynamic Financial Group added | 13,524 | $656K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 11,874 | $576K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 11,393 | $553K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 11,041 | $536K | 0.0% | 2026-Q2 |
| Blue Water Asset Management added | 9,860 | $478K | 0.0% | 2026-Q2 |
| Next Level Private LLC added | 9,123 | $442K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,845 | $381K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. new | 6,974 | $338K | 0.0% | 2026-Q2 |
| Bill Few Associates, Inc. trimmed | 6,732 | $327K | 0.0% | 2026-Q2 |
| Fiduciary Trust Co | 6,653 | $323K | 0.0% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 5,244 | $254K | 0.0% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. trimmed | 4,891 | $237K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 4,478 | $217K | 0.0% | 2026-Q2 |
| WNY Asset Management, LLC added | 4,381 | $213K | 0.0% | 2026-Q2 |
| Creative Planning added | 4,259 | $207K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,804 | $136K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 791 | $38K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 735 | $36K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 285 | $14K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 224 | $11K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 100 | $5K | 0.0% | 2026-Q2 |
| UBS Group AG new | 5 | $243 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 550,340 | $27M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 102,540 | $5M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 9,698 | $467K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 7,722 | $372K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 4,484 | $216K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 34 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 61,617 | $3M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| New England Capital Financial Advisors LLC trimmed | 60,661 | $3M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Gateway Wealth Partners, LLC trimmed | 22,549 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Flagship Private Wealth, LLC trimmed | 19,937 | $986K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 7,693 | $381K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FIRST TRUST ADVISORS LP trimmed | 7,000 | $346K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 4,518 | $224K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 2,752 | $136K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 102 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC trimmed | 1 | $49 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| VESTOR CAPITAL, LLC new | 690,659 | $34M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| Shorepoint Capital Partners LLC added | 403,284 | $20M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 83,408 | $4M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC added | 23,645 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FSC Wealth Advisors, LLC added | 11,204 | $557K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 5,823 | $289K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| KANE INVESTMENT MANAGEMENT, INC. new | 5,089 | $253K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Abich Financial Wealth Management LLC new | 297 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 5,856 | $293K | 0.0% | 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.