Security record · archived quarter
EVG
name pending profile ingest
17Tracked holders
0Δ holders
2.82MShares held
$30.79MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · 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 | Ameriprise Financial Inc | 1.54M | n/a | $16.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 338.02K | +2.5% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 156.84K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 153.56K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 142.93K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | First Trust Advisors Lp | 129.50K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 82.17K | n/a | $897,280 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 53.87K | n/a | $588,267 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 52.70K | n/a | $576,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 49.10K | n/a | $536,195 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 44.17K | n/a | $482,336 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 27.42K | n/a | $299,411 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 17.25K | n/a | $188,330 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 13.83K | n/a | $150,992 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 10.65K | n/a | $116,298 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 2.38K | n/a | $25,978 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 1.00K | n/a | $10,920 | 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): 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
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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