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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 9,256,790 | $261M | 13.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,720,378 | $190M | 10.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 5,049,513 | $142M | 7.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,955,619 | $112M | 5.9% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 3,060,745 | $86M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,856,078 | $81M | 4.3% | 2026-Q1 |
| STATE STREET CORP added | 2,502,355 | $71M | 3.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,834,945 | $52M | 2.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,566,018 | $44M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,538,566 | $43M | 2.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,024,262 | $29M | 1.5% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 805,787 | $23M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 783,499 | $22M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 781,049 | $22M | 1.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 662,667 | $19M | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 659,596 | $19M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 644,983 | $18M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 603,961 | $17M | 0.9% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 596,346 | $17M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 578,983 | $16M | 0.9% | 2026-Q1 |
| LONE PEAK GLOBAL INVESTORS LLC added | 551,921 | $16M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 548,909 | $15M | 0.8% | 2026-Q1 |
| Boston Partners trimmed | 479,898 | $14M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 457,428 | $13M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 445,783 | $13M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 427,560 | $12M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 403,205 | $11M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 384,034 | $11M | 0.6% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 348,022 | $10M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 352,698 | $10M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 336,288 | $9M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 332,388 | $9M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH added | 318,708 | $9M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 309,627 | $9M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 266,543 | $8M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 260,457 | $7M | 0.4% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 250,944 | $7M | 0.4% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 250,000 | $7M | 0.4% | 2026-Q1 |
| UBS Group AG added | 239,021 | $7M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 234,908 | $7M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 228,898 | $6M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 219,495 | $6M | 0.3% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 215,090 | $6M | 0.3% | 2026-Q1 |
| CX Institutional added | 209,864 | $6M | 0.3% | 2026-Q1 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC trimmed | 194,727 | $5M | 0.3% | 2026-Q1 |
| Alpine Peaks Capital, LP added | 188,204 | $5M | 0.3% | 2026-Q1 |
| Aristides Capital LLC added | 186,160 | $5M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 178,372 | $5M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 166,624 | $5M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 161,158 | $5M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 157,112 | $4M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 114,705 | $4M | 0.2% | 2026-Q1 |
| Dana Investment Advisors, Inc. added | 148,909 | $4M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 139,419 | $4M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 134,377 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank | 126,274 | $4M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC | 121,670 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 108,099 | $3M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 105,012 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 104,996 | $3M | 0.2% | 2026-Q1 |
| Willis Investment Counsel added | 95,000 | $3M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 92,238 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 83,342 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 82,986 | $2M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 82,851 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 74,705 | $2M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 76,649 | $2M | 0.1% | 2026-Q1 |
| Bridge City Capital, LLC trimmed | 71,701 | $2M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 67,661 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 63,472 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 62,103 | $2M | 0.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 60,934 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 60,709 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 59,858 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 58,627 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 57,084 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 55,825 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 53,744 | $2M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 52,115 | $1M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 51,612 | $1M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 50,320 | $1M | 0.1% | 2026-Q1 |
| Lombard Odier Asset Management (Europe) Ltd trimmed | 50,000 | $1M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 49,854 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 49,115 | $1M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury | 47,594 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,570,140 | $191M | 10.1% | 2025-Q4 stale |
| River Road Asset Management, LLC trimmed | 980,239 | $29M | 1.5% | 2025-Q4 stale |
| DF DENT & CO INC trimmed | 292,483 | $11M | 0.6% | 2025-Q2 stale |
| Invenomic Capital Management LP added | 247,541 | $8M | 0.4% | 2025-Q3 stale |
| Keeley-Teton Advisors, LLC trimmed | 142,474 | $5M | 0.3% | 2025-Q1 stale |
| Point72 Asset Management, L.P. added | 174,044 | $5M | 0.3% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 102,101 | $3M | 0.2% | 2025-Q3 stale |
| F/m Investments LLC trimmed | 98,420 | $3M | 0.2% | 2025-Q4 stale |
| Polaris Capital Management, LLC | 64,700 | $2M | 0.1% | 2025-Q4 stale |
| Redwood Investments, LLC trimmed | 50,921 | $2M | 0.1% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,216 | $2M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 50,577 | $2M | 0.1% | 2025-Q3 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 50,149 | $2M | 0.1% | 2025-Q3 stale |
| ALGERT GLOBAL LLC trimmed | 40,523 | $1M | 0.1% | 2025-Q2 stale |
| ZACKS INVESTMENT MANAGEMENT added | 39,488 | $1M | 0.1% | 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.
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.