Security record · archived quarter
EVI
name pending profile ingest
35Tracked holders
-1Δ holders
1.90MShares held
$46.82MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.8% ·
share flow -3.0% ·
net new positions -2.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Swedbank AB | 375.00K | n/a | $9.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 341.40K | 0.0% | $8.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 3 | The Vanguard Group ✦ (passive) | 319.69K | +1.4% | $7.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 172.42K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 135.66K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 117.42K | -0.5% | $2.89M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 107.56K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | State Street Global Advisors ✦ (passive) | 89.46K | +0.8% | $2.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Sei Investments Co | 41.48K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northern Trust Corp | 41.16K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 36.22K | +42.2% | $892,436 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Bank of New York Mellon Corp | 17.99K | n/a | $443,367 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Renaissance Technologies ✦ | 16.70K | +4.4% | $411,414 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 16.50K | n/a | $406,508 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Charles Schwab Investment… | 15.30K | n/a | $376,893 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Barclays Plc | 7.90K | n/a | $194,656 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 7.05K | +12.1% | $173,700 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Rhumbline Advisers | 6.12K | n/a | $150,864 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 6.07K | -59.1% | $149,615 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Bank Of America Corp /De/ | 4.34K | n/a | $106,912 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | UBS Group AG | 4.22K | n/a | $104,006 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Deutsche Bank Ag\ | 4.02K | n/a | $98,979 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 3.96K | n/a | $97,648 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 3.33K | -93.9% | $81,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.33K | n/a | $57,411 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | New York State Common Retirement… | 2.25K | n/a | $55,563 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 1.67K | n/a | $41,124 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 880 | n/a | $21,683 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Legal & General Group Plc | 467 | n/a | $11,507 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 453 | n/a | $11,162 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Royal Bank Of Canada | 352 | n/a | $9,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | California State Teachers… | 312 | n/a | $7,688 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 187 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 170 | n/a | $4,189 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Rockefeller Capital Management L.P. | 86 | n/a | $2,119 | 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
| Citadel Advisors | $465,015 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Jul 21
SC 13G/A: ROYCE & ASSOCIATES LP
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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