EVLN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +12.9% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +2 | 8.77M | $425.25M | +3 | −1 |
| Q1 2026 | 17 | -2 | 7.76M | $373.99M | +4 | −6 |
| Q4 2025 | 19 | +1 | 8.42M | $416.38M | +1 | — |
| Q3 2025 | 3 | -1 | 5.92M | $294.16M | — | −1 |
| Q2 2025 | 2 | +1 | 13.27K | $661,593 | +1 | — |
| Q2 2024 | 1 | — | 6.57K | $330,574 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.42M | +16.8% | $359.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.42M | +16.8% | $359.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.42M | +16.8% | $359.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 7.42M | +16.8% | $359.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.42M | +16.8% | $359.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 605.61K | +0.1% | $29.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 404.21K | +0.8% | $19.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Corient Private Wealth LP | 147.53K | +0.2% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 34.22K | New | $1.66M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 30.13K | +88.6% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 30.13K | +88.6% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 24.85K | +1.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 20.25K | -8.9% | $982,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 20.25K | -8.9% | $982,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 18.07K | +7.3% | $881,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 17.42K | +3.6% | $845,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 16.73K | -6.8% | $814,061 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 11.39K | -53.8% | $553,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 11.39K | -53.8% | $553,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 7.84K | -20.8% | $380,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mariner, LLC | 4.48K | New | $217,213 | 0.0% | New | 1 | SEC ↗ |
| 22 | Creative Planning | 4.26K | +1.7% | $206,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 2.80K | +0.5% | $136,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 735 | +200.0% | $35,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 735 | +200.0% | $35,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 735 | +200.0% | $35,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 5 | New | $243 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $1.66M | 0.0% |
| Mariner, LLC | $217,213 | 0.0% |
| UBS Group AG | $243 | 0.0% |
Exited
| Goldman Sachs Group | $4.94M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 24.39M shares, $1.18B 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.