EVO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.8% ·
share flow -6.6% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer 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 | 13 | -5 | 1.58M | $4.42M | +2 | −7 |
| Q1 2026 | 18 | -5 | 1.69M | $4.14M | +1 | −6 |
| Q4 2025 | 23 | +5 | 3.32M | $10.25M | +5 | — |
| Q3 2025 | 4 | -1 | 3.14M | $11.40M | — | −1 |
| Q2 2025 | 4 | +2 | 2.62M | $11.00M | +2 | — |
| Q1 2025 | 1 | 0 | 1.90M | $6.36M | — | — |
| Q4 2024 | 1 | -2 | 2.30M | $9.57M | — | −2 |
| Q3 2024 | 3 | 0 | 2.73M | $9.98M | — | — |
| Q2 2024 | 3 | — | 2.23M | $10.73M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wcm Investment Management, Llc | 671.88K | +7.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Optiver Holding B.V. | 322.15K | +13.6% | $902,028 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 205.76K | -20.8% | $576,136 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 205.76K | -20.8% | $576,136 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 205.76K | -20.8% | $576,136 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 205.76K | -20.8% | $576,136 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 166.04K | +35.7% | $464,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 139.60K | +16.9% | $390,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 22.83K | -77.1% | $63,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 14.74K | New | $41,278 | 0.0% | New | 1 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 13.28K | -13.1% | $37,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 11.27K | New | $31,561 | 0.0% | New | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 10.22K | 0.0% | $28,613 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 10.22K | 0.0% | $28,613 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 340 | 0.0% | $952 | 0.0% | Held | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 100 | 0.0% | $280 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 100 | 0.0% | $274 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $41,278 | 0.0% |
| Geode Capital Management | $31,561 | 0.0% |
Exited
| Citadel Advisors | $217,950 | was 0.0% |
| Goldman Sachs Group | $53,475 | was 0.0% |
| Marshall Wace | $37,973 | was 0.0% |
| Hrt Financial Lp | $26,000 | was 0.0% |
| Point72 Asset Management | $25,108 | was 0.0% |
| BlackRock | $15,808 | was 0.0% |
| UBS Group AG | $3,753 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 8.15M shares, $20.24M 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.