Who owns EVN
Which tracked institutional funds hold EVN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVN 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 EVN is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 2 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
EVN’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 gap the other way — the median holder sizes EVN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVN 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 86 tracked filers holding EVN, 37 increased or opened the position and 34 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 EVN 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 3
- Wakefield Asset Management LLLP$992K
- NewEdge Advisors, LLC$623K
- Meadowbrook Wealth Management, LLC$502K
Full exits 2
- Janney Montgomery Scott LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- MORGAN STANLEY$2M
- Kestra Advisory Services, LLC$1M
- LPL Financial LLC$1M
- RAYMOND JAMES FINANCIAL INC$998K
- Fiera Capital Corp$813K
- Advisors Asset Management, Inc.$808K
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 | 1,200,516 | $14M | 13.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 935,778 | $11M | 10.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 866,623 | $10M | 9.6% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 749,682 | $8M | 8.3% | 2026-Q2 |
| UBS Group AG trimmed | 393,788 | $4M | 4.3% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 354,956 | $4M | 3.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 335,253 | $4M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 310,720 | $3M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 289,311 | $3M | 3.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 257,911 | $3M | 2.8% | 2026-Q2 |
| Welch & Forbes LLC | 205,784 | $2M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 169,715 | $2M | 1.9% | 2026-Q2 |
| Fiera Capital Corp added | 147,021 | $2M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 127,002 | $1M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 117,386 | $1M | 1.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 112,477 | $1M | 1.2% | 2026-Q2 |
| ProVise Management Group, LLC added | 108,380 | $1M | 1.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 103,446 | $1M | 1.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 93,479 | $1M | 1.0% | 2026-Q2 |
| Wakefield Asset Management LLLP new | 88,139 | $992K | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 85,462 | $962K | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 68,582 | $772K | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 67,297 | $758K | 0.7% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 63,472 | $715K | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 55,297 | $623K | 0.6% | 2026-Q2 |
| InTrack Investment Management Inc trimmed | 54,399 | $613K | 0.6% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 49,477 | $557K | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 45,969 | $518K | 0.5% | 2026-Q2 |
| Meadowbrook Wealth Management, LLC added | 44,806 | $502K | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. | 43,614 | $491K | 0.5% | 2026-Q2 |
| Focus Partners Wealth | 35,429 | $399K | 0.4% | 2026-Q2 |
| World Investment Advisors | 36,763 | $383K | 0.4% | 2026-Q2 |
| StoneX Group Inc. added | 32,650 | $368K | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 29,675 | $334K | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 29,151 | $328K | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 27,000 | $304K | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 26,800 | $302K | 0.3% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 25,000 | $282K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 24,072 | $271K | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 20,504 | $220K | 0.2% | 2026-Q2 |
| one8zero8, LLC | 18,000 | $203K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 17,051 | $192K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,176 | $182K | 0.2% | 2026-Q2 |
| Twelve Points Wealth Management LLC | 15,906 | $179K | 0.2% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 15,863 | $179K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 15,827 | $178K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 15,666 | $176K | 0.2% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC | 15,566 | $175K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 14,675 | $165K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 14,123 | $159K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 13,834 | $156K | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC | 14,861 | $155K | 0.2% | 2026-Q2 |
| Compass Financial Group, INC/SD | 13,630 | $153K | 0.2% | 2026-Q2 |
| Coquina Private Wealth LLC added | 13,629 | $153K | 0.2% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors trimmed | 13,624 | $153K | 0.2% | 2026-Q2 |
| BAR HARBOR WEALTH MANAGEMENT | 13,413 | $151K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 13,106 | $148K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC | 13,088 | $147K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,045 | $147K | 0.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC | 12,500 | $141K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC | 13,481 | $140K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC | 12,433 | $140K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 12,126 | $137K | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 10,771 | $121K | 0.1% | 2026-Q2 |
| Kapstone Financial Advisors LLC | 10,390 | $117K | 0.1% | 2026-Q2 |
| Gridiron Partners, LLC trimmed | 10,324 | $116K | 0.1% | 2026-Q2 |
| Abel Hall, LLC | 10,000 | $113K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 8,770 | $99K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 5,874 | $66K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 5,820 | $66K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 4,980 | $56K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 4,470 | $50K | 0.0% | 2026-Q2 |
| Citizens National Bank Trust Department | 4,450 | $50K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 4,300 | $48K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,347 | $38K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 2,700 | $29K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,456 | $28K | 0.0% | 2026-Q2 |
| Midway Capital Research & Management | 2,400 | $27K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 1,811 | $20K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 18,826 | $19K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 1,675 | $19K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 814 | $9K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3K | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC | 200 | $2K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 154 | $2K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 13 | $146 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 247,167 | $3M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 129,611 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. trimmed | 41,475 | $432K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 35,350 | $368K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 21,494 | $224K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd new | 14,346 | $149K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Glen Eagle Advisors, LLC new | 10,358 | $111K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Moloney Securities Asset Management, LLC added | 155,127 | $2M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| LEIGH BALDWIN & CO., LLC added | 27,414 | $303K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| LexAurum Advisors, LLC added | 17,675 | $196K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC added | 10,289 | $114K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PARK AVENUE SECURITIES LLC added | 113,480 | $1M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 25,076 | $257K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| PEAPACK GLADSTONE FINANCIAL CORP | 11,027 | $113K | 0.1% | 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.