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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 3 added or opened and 10 trimmed or exited — on balance reducing.
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 2025-Q4 and 2026-Q1, across 88 tracked filers holding EVN, 38 increased or opened the position and 31 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 2025-Q4 and 2026-Q1 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 1
- Fiera Capital Corp$842K
Full exits 2
- NewEdge Advisors, LLC$661K
- ROTHSCHILD INVESTMENT LLC$656K
Largest adds
- VAN ECK ASSOCIATES CORP$492K
- Cambridge Investment Research Advisors, Inc.$261K
Largest trims
- GUGGENHEIM CAPITAL LLC$2M
- Advisors Asset Management, Inc.$1M
- MORGAN STANLEY$849K
- Invesco Ltd.$544K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$410K
- Hennion & Walsh Asset Management, Inc.$408K
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 trimmed | 1,120,430 | $12M | 12.6% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 940,891 | $10M | 10.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 841,478 | $9M | 9.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 816,171 | $8M | 9.2% | 2026-Q1 |
| UBS Group AG added | 404,299 | $4M | 4.6% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 398,047 | $4M | 4.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 343,201 | $4M | 3.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 322,875 | $3M | 3.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 247,167 | $3M | 2.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 228,703 | $2M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 214,297 | $2M | 2.4% | 2026-Q1 |
| Welch & Forbes LLC | 205,784 | $2M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 164,283 | $2M | 1.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 129,611 | $1M | 1.5% | 2026-Q1 |
| ProVise Management Group, LLC added | 105,320 | $1M | 1.2% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 94,081 | $979K | 1.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 91,342 | $951K | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 83,008 | $864K | 0.9% | 2026-Q1 |
| Fiera Capital Corp new | 80,916 | $842K | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 75,028 | $781K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 74,256 | $773K | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 67,395 | $702K | 0.8% | 2026-Q1 |
| InTrack Investment Management Inc trimmed | 59,390 | $618K | 0.7% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 52,634 | $548K | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 48,718 | $507K | 0.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 44,019 | $458K | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. | 43,614 | $454K | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 41,475 | $432K | 0.5% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 36,767 | $383K | 0.4% | 2026-Q1 |
| World Investment Advisors added | 36,763 | $383K | 0.4% | 2026-Q1 |
| Focus Partners Wealth | 35,429 | $369K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 35,350 | $368K | 0.4% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 33,135 | $345K | 0.4% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors trimmed | 32,874 | $342K | 0.4% | 2026-Q1 |
| StoneX Group Inc. added | 32,431 | $338K | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 29,252 | $305K | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 24,251 | $252K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 23,853 | $248K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 21,494 | $224K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 20,541 | $217K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 19,000 | $198K | 0.2% | 2026-Q1 |
| one8zero8, LLC | 18,000 | $187K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. | 17,051 | $178K | 0.2% | 2026-Q1 |
| Twelve Points Wealth Management LLC | 15,906 | $166K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC | 15,808 | $165K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 15,744 | $164K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 15,666 | $163K | 0.2% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC trimmed | 15,566 | $162K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 14,467 | $156K | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC | 14,861 | $155K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 14,346 | $149K | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 13,481 | $145K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 13,906 | $145K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,775 | $143K | 0.2% | 2026-Q1 |
| Compass Financial Group, INC/SD | 13,630 | $142K | 0.2% | 2026-Q1 |
| Coquina Private Wealth LLC added | 13,435 | $140K | 0.2% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT | 13,413 | $140K | 0.2% | 2026-Q1 |
| &PARTNERS added | 13,253 | $138K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC new | 13,088 | $136K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 13,075 | $136K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 13,010 | $135K | 0.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 12,500 | $130K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC | 12,433 | $129K | 0.1% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC | 10,771 | $112K | 0.1% | 2026-Q1 |
| Kapstone Financial Advisors LLC new | 10,390 | $108K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 10,250 | $107K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 10,075 | $105K | 0.1% | 2026-Q1 |
| Abel Hall, LLC | 10,000 | $104K | 0.1% | 2026-Q1 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8,230 | $86K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC added | 7,221 | $75K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 7,001 | $73K | 0.1% | 2026-Q1 |
| Citizens National Bank Trust Department | 4,450 | $46K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP | 3,347 | $35K | 0.0% | 2026-Q1 |
| DAGCO, INC. added | 3,065 | $32K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC | 2,700 | $28K | 0.0% | 2026-Q1 |
| Midway Capital Research & Management new | 2,400 | $25K | 0.0% | 2026-Q1 |
| Moloney Securities Asset Management, LLC added | 155,127 | $2M | 1.9% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC added | 113,480 | $1M | 1.3% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 111,351 | $1M | 1.2% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 61,431 | $661K | 0.7% | 2025-Q4 stale |
| ROTHSCHILD INVESTMENT LLC | 61,000 | $656K | 0.7% | 2025-Q4 stale |
| Meadowbrook Wealth Management, LLC added | 28,286 | $304K | 0.3% | 2025-Q4 stale |
| LEIGH BALDWIN & CO., LLC added | 27,414 | $303K | 0.3% | 2025-Q3 stale |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 25,076 | $257K | 0.3% | 2025-Q2 stale |
| LexAurum Advisors, LLC added | 17,675 | $196K | 0.2% | 2025-Q3 stale |
| GRIMES & Co WEALTH MANAGEMENT, LLC new | 13,680 | $147K | 0.2% | 2025-Q4 stale |
| Ackerman Capital Advisors, LLC trimmed | 13,588 | $139K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 12,626 | $136K | 0.1% | 2025-Q4 stale |
| Private Advisor Group, LLC added | 10,289 | $114K | 0.1% | 2025-Q3 stale |
| PEAPACK GLADSTONE FINANCIAL CORP | 11,027 | $113K | 0.1% | 2025-Q2 stale |
| Glen Eagle Advisors, LLC added | 10,358 | $111K | 0.1% | 2025-Q4 stale |
| Objective Capital Management, LLC new | 10,000 | $111K | 0.1% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC added | 10,696 | $109K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 10,083 | $103K | 0.1% | 2025-Q2 stale |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 10,014 | $102K | 0.1% | 2025-Q2 stale |
| Camelot Portfolios, LLC trimmed | 8,445 | $91K | 0.1% | 2025-Q4 stale |
| CENTRAL TRUST Co new | 5,000 | $54K | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 3,333 | $34K | 0.0% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC added | 2,535 | $27K | 0.0% | 2025-Q4 stale |
| JFS WEALTH ADVISORS, LLC new | 2,066 | $23K | 0.0% | 2025-Q3 stale |
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.