Who owns EVLVW
Which tracked institutional funds hold EVLVW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVLVW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
43 tracked funds added or opened EVLVW while 49 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
EVLVW’s largest tracked holder by dollar value, BlackRock, 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 EVLVW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVLVW 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 259 tracked filers holding EVLVW, 133 increased or opened the position and 115 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 EVLVW 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 8
- Granahan Investment Management, LLC$7M
- K2 PRINCIPAL FUND, L.P.$4M
- Daiwa Securities Group Inc.$4M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Y-Intercept (Hong Kong) Ltd$2M
- Wedmont Private Capital$2M
Full exits 10
- Alyeska Investment Group, L.P.$19M
- Ophir Asset Management Pty Ltd$9M
- FIRST TRUST ADVISORS LP$6M
- Integrated Wealth Concepts LLC$2M
- SG Americas Securities, LLC$2M
- Massar Capital Management, LP$1M
Largest adds
- D. E. Shaw & Co., Inc.$18M
- NEEDHAM INVESTMENT MANAGEMENT LLC$10M
- BlackRock, Inc.$9M
- ALGERT GLOBAL LLC$5M
- JPMORGAN CHASE & CO$5M
- GOLDMAN SACHS GROUP INC$4M
Largest trims
- TWO SIGMA INVESTMENTS, LP$10M
- MARSHALL WACE, LLP$10M
- BNP PARIBAS FINANCIAL MARKETS$8M
- Portolan Capital Management, LLC$6M
- MILLENNIUM MANAGEMENT LLC$5M
- G2 Investment Partners Management LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,537,113 | $79M | 11.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,284,475 | $42M | 6.3% | 2026-Q2 |
| Stoic Point Capital Management LLC added | 6,479,298 | $38M | 5.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,002,387 | $35M | 5.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 4,846,031 | $28M | 4.2% | 2026-Q2 |
| Data Collective IV GP, LLC | 4,590,000 | $27M | 4.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 4,499,208 | $26M | 3.9% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 4,227,336 | $25M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,000,222 | $23M | 3.5% | 2026-Q2 |
| STATE STREET CORP added | 3,789,950 | $22M | 3.3% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 3,075,000 | $18M | 2.7% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 2,934,579 | $17M | 2.5% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 2,667,589 | $15M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,918,832 | $11M | 1.7% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 1,823,949 | $11M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,722,971 | $10M | 1.5% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,669,103 | $10M | 1.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,634,953 | $9M | 1.4% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 1,529,145 | $9M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,341,062 | $8M | 1.2% | 2026-Q2 |
| Trexquant Investment LP added | 1,293,182 | $8M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,255,382 | $7M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,249,171 | $7M | 1.1% | 2026-Q2 |
| Granahan Investment Management, LLC new | 1,235,954 | $7M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,225,168 | $7M | 1.1% | 2026-Q2 |
| CenterBook Partners LP trimmed | 1,218,707 | $7M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,068,957 | $6M | 0.9% | 2026-Q2 |
| Senvest Management, LLC | 996,951 | $6M | 0.9% | 2026-Q2 |
| Creek Drive Management Group LLC added | 950,000 | $6M | 0.8% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 937,741 | $5M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 918,981 | $5M | 0.8% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 894,478 | $5M | 0.8% | 2026-Q2 |
| UBS Group AG added | 762,809 | $4M | 0.7% | 2026-Q2 |
| FourWorld Capital Management LLC added | 732,163 | $4M | 0.6% | 2026-Q2 |
| FMR LLC added | 727,519 | $4M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 717,179 | $4M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 708,177 | $4M | 0.6% | 2026-Q2 |
| Keewaydin Investments LLC | 692,360 | $4M | 0.6% | 2026-Q2 |
| Voleon Capital Management LP added | 665,353 | $4M | 0.6% | 2026-Q2 |
| K2 PRINCIPAL FUND, L.P. new | 663,392 | $4M | 0.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 647,705 | $4M | 0.6% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 638,711 | $4M | 0.6% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 616,297 | $4M | 0.5% | 2026-Q2 |
| Lane Generational LLC trimmed | 596,073 | $3M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 540,950 | $3M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 498,497 | $3M | 0.4% | 2026-Q2 |
| Mittelman Wealth Management trimmed | 496,081 | $3M | 0.4% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 485,360 | $3M | 0.4% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 472,804 | $3M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 457,500 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 443,302 | $3M | 0.4% | 2026-Q2 |
| SAPIENT CAPITAL LLC added | 411,988 | $2M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 396,661 | $2M | 0.3% | 2026-Q2 |
| Torray Investment Partners LLC added | 392,714 | $2M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 385,468 | $2M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 368,436 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 357,205 | $2M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 353,883 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 343,350 | $2M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 339,768 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 332,418 | $2M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 328,314 | $2M | 0.3% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 326,956 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 323,900 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 319,853 | $2M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 308,541 | $2M | 0.3% | 2026-Q2 |
| Militia Capital Management LLC trimmed | 300,000 | $2M | 0.3% | 2026-Q2 |
| Apis Capital Advisors, LLC | 300,000 | $2M | 0.3% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC added | 292,692 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 281,354 | $2M | 0.2% | 2026-Q2 |
| Wedmont Private Capital new | 277,078 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 260,267 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 234,980 | $1M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 227,963 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 211,344 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 208,837 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 200,373 | $1M | 0.2% | 2026-Q2 |
| GREENWOOD GEARHART LLC | 200,000 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 199,834 | $1M | 0.2% | 2026-Q2 |
| CAMPBELL CAPITAL MANAGEMENT INC added | 198,600 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 195,427 | $1M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 193,932 | $1M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 182,128 | $1M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 179,034 | $1M | 0.2% | 2026-Q2 |
| GatePass Capital, LLC trimmed | 155,000 | $899K | 0.1% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP | 150,000 | $870K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 142,800 | $864K | 0.1% | 2026-Q2 |
| Platform Technology Partners added | 139,122 | $807K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 138,700 | $804K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 136,761 | $793K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 134,959 | $783K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 125,889 | $730K | 0.1% | 2026-Q2 |
| G2 Investment Partners Management LLC trimmed | 120,000 | $696K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 114,850 | $666K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 110,700 | $642K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 109,791 | $637K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 107,904 | $626K | 0.1% | 2026-Q2 |
| Steigerwald, Gordon & Koch Inc. | 105,563 | $612K | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 103,619 | $601K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 102,097 | $592K | 0.1% | 2026-Q2 |
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.