Who owns EVTR
Which tracked institutional funds hold EVTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVTR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
83 tracked funds added or opened EVTR while 30 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
EVTR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EVTR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVTR 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 181 tracked filers holding EVTR, 131 increased or opened the position and 66 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 EVTR 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 19
- Stonehearth Capital Management, LLC$14M
- Rockefeller Capital Management L.P.$12M
- JANE STREET GROUP, LLC$10M
- Layline Advisors, LLC$5M
- Diversify Advisory Services, LLC$4M
- DIVERSIFY WEALTH MANAGEMENT, LLC$4M
Full exits 11
- Janney Montgomery Scott LLC$62M
- HighTower Advisors, LLC$32M
- Baer Investment Advisory LLC$17M
- Per Stirling Capital Management, LLC.$9M
- CENTAURUS FINANCIAL, INC.$5M
- U.S. Capital Wealth Advisors, LLC$4M
Largest adds
- MORGAN STANLEY$323M
- ENVESTNET ASSET MANAGEMENT INC$27M
- ALPS ADVISORS INC$18M
- LPL Financial LLC$16M
- AMERIPRISE FINANCIAL INC$16M
- PNC Financial Services Group, Inc.$15M
Largest trims
- FMR LLC$50M
- Western Wealth Management, LLC$11M
- Horizon Wealth Management, LLC$11M
- VICTORY FINANCIAL GROUP, LLC$10M
- Penney Financial, LLC$7M
- Destiny Wealth Partners, LLC$3M
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 | 39,231,687 | $2.0B | 44.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,218,788 | $315M | 7.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,250,011 | $216M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,794,623 | $192M | 4.3% | 2026-Q2 |
| LPL Financial LLC added | 3,775,096 | $191M | 4.3% | 2026-Q2 |
| FMR LLC trimmed | 3,029,286 | $154M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,516,229 | $128M | 2.9% | 2026-Q2 |
| Prodigy Asset Management LLC trimmed | 2,276,545 | $115M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,217,002 | $112M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,121,112 | $108M | 2.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,591,588 | $81M | 1.8% | 2026-Q2 |
| Provenance Wealth Advisors, LLC added | 1,408,343 | $71M | 1.6% | 2026-Q2 |
| ALPS ADVISORS INC added | 1,381,250 | $70M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 639,218 | $32M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 597,038 | $30M | 0.7% | 2026-Q2 |
| Valley Financial Group, Inc. added | 538,266 | $27M | 0.6% | 2026-Q2 |
| Retirement Management Systems Inc. added | 534,941 | $27M | 0.6% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 476,939 | $24M | 0.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 472,603 | $24M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 383,302 | $19M | 0.4% | 2026-Q2 |
| Coign Capital Advisors LLC added | 355,309 | $18M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 336,009 | $17M | 0.4% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 318,612 | $16M | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 305,794 | $16M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 290,265 | $15M | 0.3% | 2026-Q2 |
| Stonehearth Capital Management, LLC new | 282,092 | $14M | 0.3% | 2026-Q2 |
| Bouvel Investment Partners, LLC added | 280,957 | $14M | 0.3% | 2026-Q2 |
| Madrid Wealth Management, LLC added | 277,622 | $14M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 267,193 | $14M | 0.3% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS added | 266,333 | $14M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 245,116 | $12M | 0.3% | 2026-Q2 |
| Live Oak Investment Partners added | 242,468 | $12M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 242,335 | $12M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 241,592 | $12M | 0.3% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 231,605 | $12M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 222,709 | $11M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 208,049 | $11M | 0.2% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 206,082 | $10M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 202,285 | $10M | 0.2% | 2026-Q2 |
| Systelligence, LLC trimmed | 192,248 | $10M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 187,205 | $9M | 0.2% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 179,678 | $9M | 0.2% | 2026-Q2 |
| Pinion Investment Advisors, LLC added | 172,412 | $9M | 0.2% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 169,176 | $9M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 166,963 | $8M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 163,002 | $8M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 160,768 | $8M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 135,946 | $7M | 0.2% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC added | 130,871 | $7M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 127,959 | $6M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 127,680 | $6M | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 127,350 | $6M | 0.1% | 2026-Q2 |
| Wall Street Financial Group, Inc. trimmed | 126,733 | $6M | 0.1% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 124,763 | $6M | 0.1% | 2026-Q2 |
| WNY Asset Management, LLC added | 124,746 | $6M | 0.1% | 2026-Q2 |
| STAGE HARBOR FINANCIAL, LLC added | 124,474 | $6M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 122,952 | $6M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 118,412 | $6M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 115,742 | $6M | 0.1% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 108,565 | $6M | 0.1% | 2026-Q2 |
| Blueprint Financial Advisors LLC trimmed | 108,565 | $6M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 97,856 | $5M | 0.1% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 97,807 | $5M | 0.1% | 2026-Q2 |
| Layline Advisors, LLC new | 92,564 | $5M | 0.1% | 2026-Q2 |
| PCM Encore, LLC added | 89,772 | $5M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 89,124 | $4M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 89,124 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 89,094 | $5M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 88,970 | $5M | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 82,496 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 81,972 | $4M | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 81,742 | $4M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 79,607 | $4M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 76,532 | $4M | 0.1% | 2026-Q2 |
| Advisory Resource Group trimmed | 75,881 | $4M | 0.1% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC trimmed | 73,940 | $4M | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 73,135 | $4M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. new | 71,850 | $4M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 71,492 | $4M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 67,058 | $3M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 67,029 | $3M | 0.1% | 2026-Q2 |
| CAP Partners, LLC new | 65,928 | $3M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 63,604 | $3M | 0.1% | 2026-Q2 |
| Peak Planning Group, LLC trimmed | 62,279 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 60,998 | $3M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 58,689 | $3M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 58,249 | $3M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 57,180 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 57,067 | $3M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 56,712 | $3M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 53,615 | $3M | 0.1% | 2026-Q2 |
| BAKER TILLY WEALTH MANAGEMENT, LLC added | 52,889 | $3M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 50,765 | $3M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 47,576 | $2M | 0.1% | 2026-Q2 |
| Members Trust Co added | 45,080 | $2M | 0.1% | 2026-Q2 |
| Evergreen Wealth Partners LLC added | 44,733 | $2M | 0.1% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 42,843 | $2M | 0.0% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 41,019 | $2M | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 36,609 | $2M | 0.0% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 33,268 | $2M | 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.