Who owns EVSD
Which tracked institutional funds hold EVSD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVSD 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
27 tracked funds added or opened EVSD while 17 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
EVSD’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 EVSD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVSD 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 81 tracked filers holding EVSD, 54 increased or opened the position and 37 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 EVSD 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 4
- Dakota Wealth Management$4M
- BANK OF AMERICA CORP /DE/$4M
- Stratos Wealth Partners, LTD.$1M
- OLD MISSION CAPITAL LLC$521K
Full exits 8
- LeClair Wealth Partners LLC$17M
- Janney Montgomery Scott LLC$10M
- HighTower Advisors, LLC$9M
- CREATIVE FINANCIAL DESIGNS INC /ADV$7M
- Cambridge Investment Research Advisors, Inc.$3M
- Eldridge Investment Advisors, Inc.$2M
Largest adds
- MORGAN STANLEY$48M
- LPL Financial LLC$23M
- AMERIPRISE FINANCIAL INC$12M
- Per Stirling Capital Management, LLC.$10M
- Rockefeller Capital Management L.P.$10M
- RAYMOND JAMES FINANCIAL INC$5M
Largest trims
- Gateway Wealth Partners, LLC$2M
- Sanctuary Advisors, LLC$2M
- Sovran Advisors, LLC$1M
- Systelligence, LLC$1M
- WNY Asset Management, LLC$1M
- FWG Holdings, LLC$995K
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 | 8,881,070 | $452M | 43.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,684,715 | $86M | 8.2% | 2026-Q2 |
| LPL Financial LLC added | 1,458,364 | $74M | 7.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 575,254 | $29M | 2.8% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 542,407 | $28M | 2.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 538,671 | $27M | 2.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 397,741 | $20M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 389,668 | $20M | 1.9% | 2026-Q2 |
| Blue Water Asset Management added | 348,359 | $18M | 1.7% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 338,935 | $17M | 1.7% | 2026-Q2 |
| Prism Advisors, Inc. added | 311,981 | $16M | 1.5% | 2026-Q2 |
| Platform Technology Partners added | 289,968 | $15M | 1.4% | 2026-Q2 |
| Nemes Rush Group LLC added | 226,338 | $12M | 1.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 157,002 | $8M | 0.8% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 147,544 | $8M | 0.7% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 139,413 | $7M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 137,764 | $7M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 136,217 | $7M | 0.7% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC added | 130,753 | $7M | 0.6% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 121,407 | $6M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 114,821 | $6M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 103,919 | $5M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 85,729 | $4M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 85,318 | $4M | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 82,608 | $4M | 0.4% | 2026-Q2 |
| Systelligence, LLC trimmed | 75,417 | $4M | 0.4% | 2026-Q2 |
| Dakota Wealth Management new | 74,239 | $4M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 71,189 | $4M | 0.3% | 2026-Q2 |
| PCM Encore, LLC added | 69,240 | $4M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 68,425 | $3M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 65,723 | $3M | 0.3% | 2026-Q2 |
| FWG Holdings, LLC trimmed | 64,539 | $3M | 0.3% | 2026-Q2 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC added | 60,012 | $3M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 53,018 | $3M | 0.3% | 2026-Q2 |
| SAM Advisors, LLC added | 46,319 | $2M | 0.2% | 2026-Q2 |
| Opal Wealth Advisors, LLC | 38,822 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 27,114 | $1M | 0.1% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 25,057 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 22,242 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 20,316 | $1M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 16,624 | $845K | 0.1% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 13,359 | $679K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,360 | $629K | 0.1% | 2026-Q2 |
| FIRST AMERICAN BANK trimmed | 11,060 | $562K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 10,611 | $540K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 10,247 | $521K | 0.1% | 2026-Q2 |
| Center for Financial Planning, Inc. | 9,810 | $499K | 0.0% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. trimmed | 8,952 | $455K | 0.0% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 8,862 | $451K | 0.0% | 2026-Q2 |
| NorthLanding Financial Partners, LLC added | 8,821 | $449K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,536 | $434K | 0.0% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC added | 8,216 | $418K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 7,992 | $406K | 0.0% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 7,657 | $391K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC new | 7,618 | $387K | 0.0% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 7,425 | $378K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC added | 7,380 | $375K | 0.0% | 2026-Q2 |
| PFG Advisors trimmed | 6,497 | $330K | 0.0% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 6,310 | $321K | 0.0% | 2026-Q2 |
| BOS Asset Management, LLC new | 6,038 | $307K | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 5,956 | $303K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 5,819 | $297K | 0.0% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 5,394 | $273K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 5,260 | $268K | 0.0% | 2026-Q2 |
| &PARTNERS new | 4,842 | $246K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 4,639 | $236K | 0.0% | 2026-Q2 |
| Core Wealth Advisors, Inc. trimmed | 4,378 | $223K | 0.0% | 2026-Q2 |
| Note Advisors, LLC | 4,364 | $222K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 4,232 | $215K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,791 | $193K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 3,646 | $185K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,963 | $151K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 2,456 | $125K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,182 | $111K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 700 | $36K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 631 | $32K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 591 | $30K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 521 | $26K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 167 | $8K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. new | 153 | $8K | 0.0% | 2026-Q2 |
| Basepoint Wealth LLC new | 56 | $3K | 0.0% | 2026-Q2 |
| LeClair Wealth Partners LLC new | 329,166 | $17M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 202,908 | $10M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 186,370 | $9M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 139,414 | $7M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 62,427 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Eldridge Investment Advisors, Inc. trimmed | 44,759 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 14,740 | $751K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 14,671 | $747K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PFG Investments, LLC added | 5,522 | $281K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 5,245 | $268K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clarity Asset Management, Inc. new | 2,806 | $143K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clayton Financial Group LLC | 1,148 | $58K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Wall Street Financial Group, Inc. new | 1,142 | $58K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK trimmed | 18,478 | $951K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 18,159 | $934K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 10,299 | $530K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 6,164 | $317K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MidAtlantic Capital Management, Inc. added | 1,493 | $77K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| VESTOR CAPITAL, LLC new | 931,595 | $48M | 4.6% | 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.