Who owns EVTL
Which tracked institutional funds hold EVTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVTL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
9 tracked funds added or opened EVTL while 10 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
EVTL’s largest tracked holder by dollar value, Mudrick Capital Management, L.P., sizes it at 20.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVTL 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 76 tracked filers holding EVTL, 45 increased or opened the position and 38 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 EVTL 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 1
- Yorkville Advisors Global, LP$582K
Full exits 2
- Penserra Capital Management LLC$1M
- HRT FINANCIAL LP$783K
Largest adds
- Ilex Capital Partners (UK) LLP$5M
- FRONTIER CAPITAL MANAGEMENT CO LLC$3M
- MILLENNIUM MANAGEMENT LLC$3M
- MARSHALL WACE, LLP$1M
- Point72 Asset Management, L.P.$572K
- MORGAN STANLEY$488K
Largest trims
- Mudrick Capital Management, L.P.$30M
- CITADEL ADVISORS LLC$13M
- Saba Capital Management, L.P.$7M
- Inherent Management Corp.$1M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$705K
- XTX Topco Ltd$556K
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 |
|---|---|---|---|---|
| Mudrick Capital Management, L.P. trimmed | 52,159,585 | $91M | 49.0% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 10,516,710 | $18M | 9.9% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP added | 5,999,999 | $10M | 5.6% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 5,402,521 | $9M | 5.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,668,120 | $8M | 4.4% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC added | 4,100,000 | $7M | 3.9% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,390,979 | $4M | 2.2% | 2026-Q2 |
| Inherent Management Corp. | 2,181,883 | $4M | 2.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,500,000 | $3M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,446,808 | $3M | 1.4% | 2026-Q2 |
| UBS Group AG added | 1,380,565 | $2M | 1.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 894,057 | $2M | 0.8% | 2026-Q2 |
| Defiance ETFs, LLC added | 804,644 | $1M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 562,400 | $979K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 522,888 | $910K | 0.5% | 2026-Q2 |
| Yorkville Advisors Global, LP new | 334,448 | $582K | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 263,389 | $457K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 262,090 | $456K | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 199,308 | $347K | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 161,416 | $281K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 96,381 | $168K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 93,147 | $162K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 93,132 | $162K | 0.1% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 81,001 | $141K | 0.1% | 2026-Q2 |
| State of Wyoming new | 79,838 | $139K | 0.1% | 2026-Q2 |
| nVerses Capital, LLC new | 71,134 | $124K | 0.1% | 2026-Q2 |
| Rathbones Group PLC | 61,273 | $107K | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 58,811 | $102K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 56,295 | $98K | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 53,418 | $93K | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC | 46,318 | $81K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC new | 41,738 | $73K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 34,500 | $60K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 33,984 | $59K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 32,605 | $57K | 0.0% | 2026-Q2 |
| Cornerstone Capital, Inc. | 27,000 | $47K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 25,567 | $44K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 20,500 | $36K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 20,000 | $35K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 17,749 | $31K | 0.0% | 2026-Q2 |
| Chemistry Wealth Management LLC | 16,556 | $29K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 10,751 | $26K | 0.0% | 2026-Q2 |
| BARCLAYS PLC | 12,091 | $21K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 11,647 | $20K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 11,490 | $20K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 11,021 | $19K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP trimmed | 10,527 | $18K | 0.0% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd new | 10,139 | $18K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 10,000 | $17K | 0.0% | 2026-Q2 |
| EFG International AG added | 10,000 | $17K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 8,489 | $15K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 8,150 | $14K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 4,260 | $7K | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC new | 3,000 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 3,053 | $5K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 2,055 | $4K | 0.0% | 2026-Q2 |
| NVWM, LLC added | 2,000 | $3K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 1,912 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1,535 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,400 | $2K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 1,126 | $2K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 1,100 | $2K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,000 | $2K | 0.0% | 2026-Q2 |
| Prestige Wealth Management Group LLC | 850 | $1K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 700 | $1K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors new | 700 | $1K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. trimmed | 321 | $559 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 312 | $542 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 120 | $209 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 115 | $200 | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 100 | $174 | 0.0% | 2026-Q2 |
| BIRCHBROOK, INC. | 70 | $122 | 0.0% | 2026-Q2 |
| SWAN Capital LLC | 50 | $87 | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 50 | $87 | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA new | 37 | $64 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 30 | $52 | 0.0% | 2026-Q2 |
| Penserra Capital Management LLC new | 492,136 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 354,420 | $783K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| NOMURA HOLDINGS INC new | 214,231 | $473K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 110,632 | $244K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC added | 94,834 | $210K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Aquatic Capital Management LLC new | 81,399 | $180K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 75,859 | $168K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Connective Capital Management, LLC trimmed | 71,000 | $157K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 62,410 | $138K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Stonehage Fleming Financial Services Holdings Ltd new | 55,770 | $123K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Jefferies Financial Group Inc. new | 48,851 | $108K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| KOTLER KEVIN new | 939,705 | $5M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS added | 368,449 | $2M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 342,577 | $2M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| 1492 Capital Management LLC new | 250,642 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Graham Capital Management, L.P. new | 88,701 | $473K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| PINNACLE ASSOCIATES LTD trimmed | 47,980 | $256K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GSA CAPITAL PARTNERS LLP new | 24,323 | $130K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Ghisallo Capital Management LLC new | 100,000 | $519K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| PharVision Advisers, LLC new | 56,565 | $294K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Engineers Gate Manager LP added | 56,025 | $291K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC new | 37,752 | $203K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| TD Waterhouse Canada Inc. new | 36,200 | $195K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ExodusPoint Capital Management, LP new | 24,447 | $166K | 0.1% | 2025-Q2 stale (4 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.