EVSB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +11.1% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | -3 | 2.99M | $152.14M | +1 | −4 |
| Q1 2026 | 10 | -1 | 2.37M | $120.38M | +3 | −4 |
| Q4 2025 | 11 | +1 | 4.15M | $211.39M | +1 | — |
| Q3 2025 | 3 | 0 | 1.85M | $94.19M | — | — |
| Q2 2025 | 1 | 0 | 55.27K | $2.81M | — | — |
| Q1 2025 | 1 | 0 | 29.32K | $1.49M | — | — |
| Q4 2024 | 1 | 0 | 29.61K | $1.50M | — | — |
| Q3 2024 | 1 | 0 | 13.80K | $700,190 | — | — |
| Q2 2024 | 1 | — | 14.79K | $745,413 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.20M | +23.5% | $112.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.20M | +23.5% | $112.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.20M | +23.5% | $112.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.20M | +23.5% | $112.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.20M | +23.5% | $112.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 1.71M | — | $87.23M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 104.77K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 46.56K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 35.75K | +136.9% | $1.82M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 23.98K | -49.5% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 14.81K | — | $753,482 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 9.20K | — | $468,096 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 464 | — | $23,608 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 100 | — | $5,088 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 1 | New | $51 | 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
| Fidelity (FMR) | $51 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 2.71M shares, $131.91M 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.