Who owns EVMO
Which tracked institutional funds hold EVMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVMO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
15 tracked funds added or opened EVMO while 20 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
EVMO’s largest tracked holder by dollar value, MORGAN STANLEY, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVMO 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 64 tracked filers holding EVMO, 34 increased or opened the position and 41 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 EVMO 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
- Arax Advisory Partners$6M
- NewEdge Advisors, LLC$4M
- GOLDMAN SACHS GROUP INC$2M
- Savvy Advisors, Inc.$1M
- IFG Advisory, LLC$514K
Full exits 7
- Janney Montgomery Scott LLC$7M
- Cambridge Investment Research Advisors, Inc.$7M
- U.S. Capital Wealth Advisors, LLC$6M
- Gateway Wealth Partners, LLC$5M
- Investor's Fiduciary Advisor Network, LLC$3M
- Thrivent Financial for Lutherans$2M
Largest adds
- UBS Group AG$11M
- MORGAN STANLEY$6M
- CITADEL ADVISORS LLC$5M
- Bensler, LLC$4M
- Atria Investments, Inc$1M
- Eagle Bay Advisors LLC$1M
Largest trims
- Kraft, Davis & Associates, LLC$8M
- NORTHEAST PLANNING ASSOCIATES, INC. / NH /$4M
- RAYMOND JAMES FINANCIAL INC$4M
- TBH Global Asset Management, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$900K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,826,613 | $241M | 35.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,170,003 | $108M | 16.1% | 2026-Q2 |
| Bensler, LLC added | 941,741 | $47M | 7.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 719,818 | $36M | 5.3% | 2026-Q2 |
| UBS Group AG added | 641,079 | $32M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 446,019 | $22M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 362,106 | $18M | 2.7% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 208,147 | $10M | 1.5% | 2026-Q2 |
| Berkeley, Inc trimmed | 189,627 | $9M | 1.4% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 179,602 | $9M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 168,275 | $8M | 1.2% | 2026-Q2 |
| Arax Advisory Partners new | 122,788 | $6M | 0.9% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 115,283 | $6M | 0.9% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 109,923 | $5M | 0.8% | 2026-Q2 |
| American National Bank of Texas added | 109,512 | $5M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 100,596 | $5M | 0.7% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 91,536 | $5M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc added | 89,610 | $4M | 0.7% | 2026-Q2 |
| Eagle Bay Advisors LLC added | 88,419 | $4M | 0.7% | 2026-Q2 |
| Atria Investments, Inc added | 88,590 | $4M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 88,265 | $4M | 0.7% | 2026-Q2 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / trimmed | 84,161 | $4M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 66,657 | $3M | 0.5% | 2026-Q2 |
| Certified Advisory Corp added | 57,386 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 55,690 | $3M | 0.4% | 2026-Q2 |
| TBH Global Asset Management, LLC trimmed | 52,713 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 44,984 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 43,604 | $2M | 0.3% | 2026-Q2 |
| Elyxium Wealth, LLC added | 42,280 | $2M | 0.3% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC added | 30,784 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 30,202 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 27,276 | $1M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. new | 22,878 | $1M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 22,460 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 21,686 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 19,047 | $946K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 18,021 | $901K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 17,329 | $865K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 17,022 | $851K | 0.1% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 15,484 | $774K | 0.1% | 2026-Q2 |
| OPTIMA CAPITAL LLC trimmed | 14,028 | $704K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 10,289 | $514K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc | 9,971 | $498K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 9,818 | $491K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 9,703 | $485K | 0.1% | 2026-Q2 |
| ProCore Advisors, LLC trimmed | 9,347 | $467K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 8,907 | $445K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 8,844 | $442K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 8,561 | $428K | 0.1% | 2026-Q2 |
| Vienna Asset Management LLC new | 7,116 | $356K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,596 | $329K | 0.0% | 2026-Q2 |
| PFG Investments, LLC new | 6,271 | $313K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 5,839 | $292K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC new | 4,194 | $210K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 3,090 | $154K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,301 | $65K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 971 | $49K | 0.0% | 2026-Q2 |
| Planning Strategies Inc. new | 863 | $43K | 0.0% | 2026-Q2 |
| Activest Wealth Management | 340 | $17K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 330 | $16K | 0.0% | 2026-Q2 |
| Kozak & Associates, Inc. | 305 | $15K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 78 | $4K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 76 | $4K | 0.0% | 2026-Q2 |
| FMR LLC new | 38 | $2K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 131,654 | $7M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 131,589 | $7M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC added | 117,823 | $6M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC added | 95,492 | $5M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Investor's Fiduciary Advisor Network, LLC added | 58,816 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 40,088 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 38,814 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 6,897 | $347K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6,163 | $310K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. added | 4,537 | $228K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 4,166 | $210K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 148 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Costello Asset Management, INC added | 127 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HIGHLINE WEALTH PARTNERS LLC added | 118 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates trimmed | 52 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 11,562 | $587K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 3,241 | $164K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Corient Private Wealth LLC new | 75,066 | $4M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Rede Wealth, LLC new | 63,666 | $3M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. new | 726 | $37K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management new | 16 | $809 | 0.0% | 2025-Q3 stale (3 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.