Security record · archived quarter
EVI
name pending profile ingest
40Tracked holders
+4Δ holders
2.06MShares held
$30.49MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -7.5% ·
net new positions +10.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 | — | −1 |
| Q3 2025 | 10 | +1 | 995.67K | $31.50M | +1 | — |
| Q2 2025 | 6 | 0 | 905.74K | $19.77M | — | — |
| Q1 2025 | 3 | -2 | 233.67K | $3.92M | — | −2 |
| Q4 2024 | 5 | 0 | 253.16K | $4.14M | — | — |
| Q3 2024 | 4 | 0 | 161.57K | $3.12M | — | — |
| Q2 2024 | 4 | — | 155.88K | $2.95M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 352.96K | -9.0% | $5.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Vanguard Capital Management Llc | 248.84K | -11.8% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 188.32K | +31.2% | $2.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Fifth Third Bancorp | 175.35K | +16.4% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 130.73K | -8.3% | $1.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 130.73K | -8.3% | $1.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 13 | Captrust Financial Advisors | 128.22K | -1.5% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 122.88K | +10.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 122.88K | +10.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 122.88K | +10.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 122.88K | +10.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 116.49K | -8.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 116.49K | -8.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passive) | 93.49K | +1.1% | $1.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 75.79K | +509.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 75.79K | +509.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Swedbank AB | 66.18K | -82.3% | $978,096 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 55.90K | +243.0% | $826,158 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Northern Trust Corp | 46.64K | -10.8% | $689,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northern Trust Corp | 46.64K | -10.8% | $689,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Sei Investments Co | 39.68K | -40.0% | $586,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Marshall Wace ✦ | 35.35K | New | $522,547 | 0.0% | New | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 35.35K | New | $522,547 | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 23.76K | -43.9% | $351,114 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 23.76K | -43.9% | $351,114 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Hrt Financial Lp | 21.61K | New | $319,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 21.26K | +9.6% | $314,268 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 21.26K | +9.6% | $314,268 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 21.26K | +9.6% | $314,268 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 18.49K | New | $273,297 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 18.49K | New | $273,297 | 0.0% | New | 1 | SEC ↗ |
| 38 | Millennium Management ✦ | 15.31K | New | $226,341 | 0.0% | New | 1 | SEC ↗ |
| 39 | Charles Schwab Investment… | 15.18K | -14.5% | $224,360 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 14.71K | New | $217,443 | 0.0% | New | 1 | SEC ↗ |
| 41 | Hsbc Holdings Plc | 12.06K | New | $177,282 | 0.0% | New | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 4.76K | -49.9% | $70,395 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 4.76K | -49.9% | $70,395 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Rhumbline Advisers | 4.33K | -34.1% | $64,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 4.16K | +3.7% | $61,544 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 3.96K | 0.0% | $58,573 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 3.50K | -32.3% | $51,773 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 3.50K | -32.3% | $51,773 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 3.50K | -32.3% | $51,773 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 3.50K | -32.3% | $51,773 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 3.50K | -32.3% | $51,773 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | UBS Group AG | 3.50K | +9.8% | $51,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | UBS Group AG | 3.50K | +9.8% | $51,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 3.38K | +615.2% | $50,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 3.38K | +615.2% | $50,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 3.06K | -5.9% | $45,350 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 3.06K | -5.9% | $45,350 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 3.06K | -5.9% | $45,350 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 3.06K | -5.9% | $45,350 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 3.06K | -5.9% | $45,350 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Citigroup Inc | 3.06K | +1094.1% | $45,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Citigroup Inc | 3.06K | +1094.1% | $45,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.46K | -23.0% | $36,344 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | New York State Common Retirement… | 2.25K | 0.0% | $33,329 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 1.34K | +69.1% | $20,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 1.34K | +69.1% | $20,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 1.19K | -40.2% | $17,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Barclays Plc | 884 | -42.9% | $13,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Barclays Plc | 884 | -42.9% | $13,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 880 | 0.0% | $13,006 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Legal & General Group Plc | 703 | 0.0% | $10,390 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 86 | -72.1% | $1,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $522,547 | 0.0% |
| Marshall Wace | $522,547 | 0.0% |
| Hrt Financial Lp | $319,000 | 0.0% |
| Jane Street Group, Llc | $273,297 | 0.0% |
| Jane Street Group, Llc | $273,297 | 0.0% |
| Millennium Management | $226,341 | 0.0% |
| Bank Of America Corp /De/ | $217,443 | 0.0% |
| Hsbc Holdings Plc | $177,282 | 0.0% |
Exited
| Mackenzie Financial Corp | $204,215 | was 0.0% |
| Pnc Financial Services Group… | $597 | 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.
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: Q2 2026 ·
Methodology ·
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