EVG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +7.2% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.83M | +9.9% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 328.11K | -7.9% | $3.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 228.76K | +17.9% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 173.14K | +17.9% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | First Trust Advisors Lp | 130.01K | +1.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 99.27K | -19.3% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 85.77K | -2.1% | $924,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 84.72K | +249.5% | $913,283 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 53.15K | +2.7% | $573,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 50.78K | -1.0% | $547,467 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 36.47K | -5.4% | $393,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 34.97K | +25.4% | $376,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 27.58K | -33.8% | $297,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 14.96K | +1.3% | $161,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 11.65K | +9.4% | $125,587 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 2.28K | -8.2% | $24,600 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“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
| Susquehanna International… | $153,102 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 4.98M shares, $44.05M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.