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Institutional Ownership · SEC Form 13F

Who owns EVTC (EVTC)


Which tracked institutional funds hold EVTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVTC company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

260
Institutional holders
59,607,898
Shares held (tracked funds)
96.5%
Of shares outstanding

How the tape is positioned

45 tracked funds added or opened EVTC while 52 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

EVTC’s largest tracked holder by dollar value, FMR LLC, 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 EVTC 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 260 tracked filers holding EVTC, 146 increased or opened the position and 127 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 EVTC 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 12

  • VANGUARD PORTFOLIO MANAGEMENT LLC$112M
  • VANGUARD CAPITAL MANAGEMENT LLC$81M
  • VANGUARD FIDUCIARY TRUST CO$13M
  • CX Institutional$6M
  • NORGES BANK$4M
  • Walleye Capital LLC$2M

Full exits 12

  • VANGUARD GROUP INC$191M
  • River Road Asset Management, LLC$29M
  • Point72 Asset Management, L.P.$5M
  • F/m Investments LLC$3M
  • Polaris Capital Management, LLC$2M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M

Largest adds

  • FULLER & THALER ASSET MANAGEMENT, INC.$18M
  • TWO SIGMA INVESTMENTS, LP$12M
  • JONES FINANCIAL COMPANIES LLLP$10M
  • Allianz Asset Management GmbH$6M
  • BANK OF AMERICA CORP /DE/$4M
  • UBS Group AG$4M

Largest trims

  • BlackRock, Inc.$80M
  • FMR LLC$18M
  • AMERICAN CENTURY COMPANIES INC$10M
  • MILLENNIUM MANAGEMENT LLC$8M
  • Pathstone Holdings, LLC$6M
  • CITADEL ADVISORS LLC$4M

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).

FundSharesReported value% of valueQuarter
FMR LLC trimmed9,256,790$261M13.8%2026-Q1
BlackRock, Inc. trimmed6,720,378$190M10.0%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed5,049,513$142M7.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,955,619$112M5.9%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added3,060,745$86M4.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,856,078$81M4.3%2026-Q1
STATE STREET CORP added2,502,355$71M3.7%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added1,834,945$52M2.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,566,018$44M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed1,538,566$43M2.3%2026-Q1
LOOMIS SAYLES & CO L P trimmed1,024,262$29M1.5%2026-Q1
NORTH STAR ASSET MANAGEMENT INC trimmed805,787$23M1.2%2026-Q1
NORTHERN TRUST CORP added783,499$22M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added781,049$22M1.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added662,667$19M1.0%2026-Q1
D. E. Shaw & Co., Inc. trimmed659,596$19M1.0%2026-Q1
MORGAN STANLEY added644,983$18M1.0%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed603,961$17M0.9%2026-Q1
Clark Capital Management Group, Inc. added596,346$17M0.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed578,983$16M0.9%2026-Q1
LONE PEAK GLOBAL INVESTORS LLC added551,921$16M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added548,909$15M0.8%2026-Q1
Boston Partners trimmed479,898$14M0.7%2026-Q1
Bank of New York Mellon Corp trimmed457,428$13M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new445,783$13M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added427,560$12M0.6%2026-Q1
NATIXIS ADVISORS, LLC added403,205$11M0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed384,034$11M0.6%2026-Q1
PANAGORA ASSET MANAGEMENT INC added348,022$10M0.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP added352,698$10M0.5%2026-Q1
Qube Research & Technologies Ltd trimmed336,288$9M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added332,388$9M0.5%2026-Q1
Allianz Asset Management GmbH added318,708$9M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added309,627$9M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added266,543$8M0.4%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed260,457$7M0.4%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed250,944$7M0.4%2026-Q1
HEARTLAND ADVISORS INC added250,000$7M0.4%2026-Q1
UBS Group AG added239,021$7M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed234,908$7M0.3%2026-Q1
Public Sector Pension Investment Board added228,898$6M0.3%2026-Q1
Nuveen, LLC trimmed219,495$6M0.3%2026-Q1
NICHOLAS COMPANY, INC. trimmed215,090$6M0.3%2026-Q1
CX Institutional added209,864$6M0.3%2026-Q1
SCHWERIN BOYLE CAPITAL MANAGEMENT INC trimmed194,727$5M0.3%2026-Q1
Alpine Peaks Capital, LP added188,204$5M0.3%2026-Q1
Aristides Capital LLC added186,160$5M0.3%2026-Q1
Invesco Ltd. added178,372$5M0.3%2026-Q1
RHUMBLINE ADVISERS added166,624$5M0.2%2026-Q1
Legal & General Group Plc trimmed161,158$5M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added157,112$4M0.2%2026-Q1
NORGES BANK trimmed114,705$4M0.2%2026-Q1
Dana Investment Advisors, Inc. added148,909$4M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added139,419$4M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND134,377$4M0.2%2026-Q1
Swiss National Bank126,274$4M0.2%2026-Q1
GABELLI FUNDS LLC121,670$3M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed108,099$3M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added105,012$3M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed104,996$3M0.2%2026-Q1
Willis Investment Counsel added95,000$3M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed92,238$3M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added83,342$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D added82,986$2M0.1%2026-Q1
Walleye Capital LLC added82,851$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added74,705$2M0.1%2026-Q1
SG Americas Securities, LLC added76,649$2M0.1%2026-Q1
Bridge City Capital, LLC trimmed71,701$2M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP67,661$2M0.1%2026-Q1
SEI INVESTMENTS CO added63,472$2M0.1%2026-Q1
MARSHALL WACE, LLP added62,103$2M0.1%2026-Q1
JENNISON ASSOCIATES LLC added60,934$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added60,709$2M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added59,858$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed58,627$2M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new57,084$2M0.1%2026-Q1
BARCLAYS PLC trimmed55,825$2M0.1%2026-Q1
Creative Planning added53,744$2M0.1%2026-Q1
ExodusPoint Capital Management, LP added52,115$1M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed51,612$1M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added50,320$1M0.1%2026-Q1
Lombard Odier Asset Management (Europe) Ltd trimmed50,000$1M0.1%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added49,854$1M0.1%2026-Q1
CITIGROUP INC trimmed49,115$1M0.1%2026-Q1
State of Tennessee, Department of Treasury47,594$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,570,140$191M10.1%2025-Q4 stale
River Road Asset Management, LLC trimmed980,239$29M1.5%2025-Q4 stale
DF DENT & CO INC trimmed292,483$11M0.6%2025-Q2 stale
Invenomic Capital Management LP added247,541$8M0.4%2025-Q3 stale
Keeley-Teton Advisors, LLC trimmed142,474$5M0.3%2025-Q1 stale
Point72 Asset Management, L.P. added174,044$5M0.3%2025-Q4 stale
AXA Investment Managers S.A. new102,101$3M0.2%2025-Q3 stale
F/m Investments LLC trimmed98,420$3M0.2%2025-Q4 stale
Polaris Capital Management, LLC64,700$2M0.1%2025-Q4 stale
Redwood Investments, LLC trimmed50,921$2M0.1%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added23,216$2M0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC added50,577$2M0.1%2025-Q3 stale
GREAT LAKES ADVISORS, LLC trimmed50,149$2M0.1%2025-Q3 stale
ALGERT GLOBAL LLC trimmed40,523$1M0.1%2025-Q2 stale
ZACKS INVESTMENT MANAGEMENT added39,488$1M0.1%2025-Q1 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.

HoldersTotal shares

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.

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