EVI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +4.5% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +4 | 2.06M | $30.49M | +6 | −2 |
| Q1 2026 | 38 | +3 | 2.23M | $45.88M | +4 | −1 |
| Q4 2025 | 35 | -1 | 1.90M | $46.82M | n/a | −1 |
| Q3 2025 | 10 | +1 | 995.67K | $31.50M | +1 | n/a |
| Q2 2025 | 6 | 0 | 905.74K | $19.77M | n/a | n/a |
| Q1 2025 | 3 | -2 | 233.67K | $3.92M | n/a | −2 |
| Q4 2024 | 5 | 0 | 253.16K | $4.14M | n/a | n/a |
| Q3 2024 | 4 | 0 | 161.57K | $3.12M | n/a | n/a |
| Q2 2024 | 4 | n/a | 155.88K | $2.95M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 341.35K | -5.8% | $10.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | The Vanguard Group ✦ (passive) | 315.35K | -0.4% | $9.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passive) | 118.03K | -0.5% | $3.73M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 88.75K | -0.1% | $2.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 54.89K | +1580.6% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 25.47K | n/a | $805,138 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 16.00K | +0.6% | $505,665 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 14.84K | n/a | $469,154 | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Citadel Advisors ✦ | 14.71K | New | $465,015 | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 6.29K | n/a | $198,833 | 0.0% | n/c | 1 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $465,015 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 4.54M shares, $93.02M 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.