Security record · archived quarter
EVF
name pending profile ingest
21Tracked holders
0Δ holders
948.88KShares held
$5.00MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 257.62K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 126.68K | +5.3% | $667,622 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 125.31K | n/a | $660,389 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 64.61K | n/a | $340,511 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 58.18K | n/a | $306,610 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 54.99K | n/a | $289,789 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 43.09K | n/a | $227,066 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 31.34K | +212.4% | $165,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 30.33K | n/a | $159,857 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 28.83K | n/a | $151,916 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 28.55K | n/a | $150,434 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Nomura Holdings Inc | 28.11K | n/a | $148,150 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 23.84K | n/a | $125,657 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 21.49K | n/a | $113,236 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Hrt Financial Lp | 10.86K | n/a | $57,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 10.00K | n/a | $52,700 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 3.02K | n/a | $15,897 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.25K | n/a | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 535 | n/a | $2,819 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 234 | n/a | $1,238 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 4 | n/a | $21 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 4.99M shares, $19.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Sep 17
SC 13G/A: MORGAN STANLEY
Aug 14
SC 13G/A: 1607 Capital Partners, LLC
Jul 06
SC 13G/A: ROYAL BANK OF CANADA
Jul 06
SC 13G/A: ROYAL BANK OF CANADA
Jun 05
SC 13G/A: BANK OF AMERICA CORP /DE/
May 29
SC 13G/A: UBS AG
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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