EVX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow -8.1% ·
net new positions -13.3%
— 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 | 15 | -2 | 382.49K | $15.75M | — | −2 |
| Q1 2026 | 17 | -1 | 416.42K | $16.12M | +1 | −2 |
| Q4 2025 | 18 | +1 | 425.58K | $16.27M | +1 | — |
| Q3 2025 | 3 | +1 | 92.62K | $3.61M | +1 | — |
| Q2 2025 | 1 | -2 | 2.07K | $79,233 | — | −2 |
| Q1 2025 | 2 | +1 | 17.13K | $606,988 | +1 | — |
| Q4 2024 | 1 | +1 | 3.23K | $552,832 | +1 | — |
| Q2 2024 | 1 | — | 2.99K | $509,439 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | National Bank Of Canada /Fi/ | 91.51K | -1.2% | $3.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 75.26K | -2.1% | $3.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 75.14K | +0.9% | $3.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 55.11K | +5.5% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 14.29K | -17.0% | $588,946 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 14.20K | -4.9% | $585,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 11.56K | -22.6% | $476,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 11.27K | +3.0% | $464,256 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 10.14K | +1.9% | $418,088 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 8.60K | +1.3% | $354,491 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 7.76K | 0.0% | $317,598 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 3.74K | -13.1% | $154,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 2.10K | -2.1% | $86,360 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 1.21K | -1.4% | $50,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 600 | +242.9% | $24,741 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“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
| Commonwealth Equity Services… | $727,660 | was 0.0% |
| Two Sigma Investments | $360,103 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 677.02K shares, $22.22M 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.