Who owns EVSM
Which tracked institutional funds hold EVSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVSM 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
38 tracked funds added or opened EVSM while 19 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
EVSM’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 EVSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVSM 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 102 tracked filers holding EVSM, 74 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 EVSM 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 11
- Rockefeller Capital Management L.P.$5M
- Per Stirling Capital Management, LLC.$3M
- Stratos Investment Management, LLC$2M
- Arax Advisory Partners$2M
- WELLS FARGO & COMPANY/MN$2M
- Vise Technologies, Inc.$2M
Full exits 12
- U.S. Capital Wealth Advisors, LLC$2M
- FLOW TRADERS U.S. LLC$2M
- BESSEMER GROUP INC$2M
- Janney Montgomery Scott LLC$2M
- OLD MISSION CAPITAL LLC$2M
- McAdam, LLC$2M
Largest adds
- LPL Financial LLC$10M
- Diversified Portfolios, Inc.$3M
- AMERIPRISE FINANCIAL INC$3M
- Farther Finance Advisors, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- MORGAN STANLEY$2M
Largest trims
- Oasis Advisors, LLC$3M
- Elequin Capital, LP$2M
- JANE STREET GROUP, LLC$900K
- Gateway Wealth Partners, LLC$639K
- Cetera Investment Advisers$377K
- Summit Financial, LLC$371K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,549,162 | $179M | 40.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 898,046 | $45M | 10.2% | 2026-Q2 |
| LPL Financial LLC added | 735,098 | $37M | 8.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 313,014 | $16M | 3.5% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 279,990 | $14M | 3.2% | 2026-Q2 |
| &PARTNERS added | 267,880 | $13M | 3.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 208,495 | $10M | 2.4% | 2026-Q2 |
| Sunflower Bank, N.A. trimmed | 196,868 | $10M | 2.2% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 180,493 | $9M | 2.0% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 150,334 | $8M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 124,112 | $6M | 1.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 105,711 | $5M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 97,400 | $5M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 86,721 | $4M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 70,973 | $4M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 68,417 | $3M | 0.8% | 2026-Q2 |
| Summit Financial, LLC trimmed | 67,820 | $3M | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 54,116 | $3M | 0.6% | 2026-Q2 |
| Per Stirling Capital Management, LLC. new | 53,927 | $3M | 0.6% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC trimmed | 53,492 | $3M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 50,358 | $3M | 0.6% | 2026-Q2 |
| Rossby Financial, LCC added | 47,335 | $2M | 0.5% | 2026-Q2 |
| Stratos Investment Management, LLC new | 45,800 | $2M | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 45,634 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 43,605 | $2M | 0.5% | 2026-Q2 |
| Arax Advisory Partners new | 41,226 | $2M | 0.5% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 40,614 | $2M | 0.5% | 2026-Q2 |
| Nemes Rush Group LLC trimmed | 39,137 | $2M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 38,953 | $2M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 38,701 | $2M | 0.4% | 2026-Q2 |
| Root Financial Partners, LLC new | 37,663 | $2M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 37,663 | $2M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 36,678 | $2M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 33,053 | $2M | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. added | 32,044 | $2M | 0.4% | 2026-Q2 |
| Essex Financial Services, Inc. added | 31,967 | $2M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 30,244 | $2M | 0.3% | 2026-Q2 |
| PCM Encore, LLC added | 22,622 | $1M | 0.3% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 21,598 | $1M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC added | 21,477 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 20,962 | $1M | 0.2% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 20,644 | $1M | 0.2% | 2026-Q2 |
| MBA Advisors LLC trimmed | 20,186 | $1M | 0.2% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 18,223 | $917K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,272 | $869K | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 17,091 | $860K | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 16,097 | $810K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,977 | $804K | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 15,617 | $786K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 15,250 | $767K | 0.2% | 2026-Q2 |
| Milestones Private Investment Advisors LLC | 15,212 | $765K | 0.2% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 15,127 | $761K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 14,242 | $717K | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 14,005 | $705K | 0.2% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. | 13,500 | $679K | 0.2% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 13,054 | $657K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 12,980 | $653K | 0.1% | 2026-Q2 |
| GENESIS PRIVATE WEALTH, LLC trimmed | 12,852 | $647K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 12,784 | $640K | 0.1% | 2026-Q2 |
| Providence Financial Advisors, LLC new | 12,124 | $610K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 11,242 | $566K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 11,025 | $555K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 10,305 | $518K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 9,710 | $489K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 9,341 | $471K | 0.1% | 2026-Q2 |
| Elequin Capital, LP trimmed | 8,898 | $448K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 8,645 | $435K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 8,451 | $425K | 0.1% | 2026-Q2 |
| M&T Bank Corp | 7,751 | $390K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC added | 7,211 | $363K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC new | 7,100 | $357K | 0.1% | 2026-Q2 |
| BridgePort Financial Solutions, LLC | 6,997 | $352K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 6,825 | $344K | 0.1% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 6,627 | $333K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 6,609 | $333K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 6,348 | $319K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC new | 6,235 | $314K | 0.1% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 5,638 | $284K | 0.1% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. new | 5,535 | $278K | 0.1% | 2026-Q2 |
| Coign Capital Advisors LLC new | 5,319 | $268K | 0.1% | 2026-Q2 |
| Nvest Financial, LLC added | 5,070 | $255K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,925 | $248K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 4,845 | $244K | 0.1% | 2026-Q2 |
| Chokshi & Queen Wealth Advisors, Inc added | 4,815 | $242K | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC added | 4,588 | $231K | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 4,393 | $221K | 0.0% | 2026-Q2 |
| PEOPLES BANK /OH new | 4,313 | $217K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC new | 4,180 | $210K | 0.0% | 2026-Q2 |
| Lakeridge Wealth Management LLC new | 3,977 | $200K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,900 | $196K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,734 | $188K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 3,411 | $172K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) | 2,569 | $129K | 0.0% | 2026-Q2 |
| MidFirst Bank new | 2,282 | $115K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,504 | $76K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,499 | $76K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,499 | $75K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 772 | $39K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC added | 634 | $32K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 599 | $30K | 0.0% | 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.