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Funds Holding EVT

On this page, we present all of the funds holding EVT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EVT, with a link to that fund's top holdings. The next columns indicate the amount of EVT stock held by each of the funds holding EVT, followed by the EVT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 128 funds holding EVT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cornerstone Advisors LLC. For more details on the positions held by Cornerstone Advisors LLC (or by any of the other funds holding EVT), click the fund name in the "Holder" column of the funds-holding-EVT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Cornerstone Advisors LLC1,280,326$30,216 03/31/2024
     EVT1,280,326$30,216 03/31/2024
Bank of America Corp DE964,879$21,469 12/31/2023
     EVT964,879$21,469 12/31/2023
UBS Group AG893,160$19,873 12/31/2023
     EVT893,160$19,873 12/31/2023
Joel Isaacson & Co. LLC731,342$17,260 03/31/2024
     EVT731,342$17,260 03/31/2024
Morgan Stanley760,954$16,931 12/31/2023
     EVT760,954$16,931 12/31/2023
McGowan Group Asset Management Inc.759,087$16,890 12/31/2023
     EVT759,087$16,890 12/31/2023
Wells Fargo & Company MN565,333$13,342 03/31/2024
     EVT565,333$13,342 03/31/2024
Karpus Management Inc.578,381$12,869 12/31/2023
     EVT578,381$12,869 12/31/2023
Raymond James & Associates453,032$10,692 03/31/2024
     EVT453,032$10,692 03/31/2024
Stratos Wealth Partners LTD.348,613$8,227 03/31/2024
     EVT348,613$8,227 03/31/2024
Advisor Group Holdings Inc.333,850$7,879 03/31/2024
     EVT333,850$7,879 03/31/2024
Raymond James Financial Services Advisors Inc.286,615$6,764 03/31/2024
     EVT286,615$6,764 03/31/2024
LPL Financial LLC286,138$6,753 03/31/2024
     EVT286,138$6,753 03/31/2024
Royal Bank of Canada274,598$6,110 12/31/2023
     EVT274,598$6,110 12/31/2023
Guggenheim Capital LLC272,839$6,071 12/31/2023
     EVT272,839$6,071 12/31/2023
Cohen & Steers Inc.259,013$5,763 12/31/2023
     EVT259,013$5,763 12/31/2023
Rivernorth Capital Management LLC239,783$5,335 12/31/2023
     EVT239,783$5,335 12/31/2023
Commonwealth Equity Services LLC201,190$4,748 03/31/2024
     EVT201,190$4,748 03/31/2024
Formidable Asset Management LLC203,318$4,524 12/31/2023
     EVT203,318$4,524 12/31/2023
Shaker Financial Services LLC175,395$3,903 12/31/2023
     EVT175,395$3,903 12/31/2023
Landscape Capital Management L.L.C.164,935$3,892 03/31/2024
     EVT164,935$3,892 03/31/2024
Rockefeller Capital Management L.P.174,266$3,877 12/31/2023
     EVT174,266$3,877 12/31/2023
Private Advisor Group LLC156,637$3,697 03/31/2024
     EVT156,637$3,697 03/31/2024
CNH Partners LLC164,415$3,658 12/31/2023
     EVT164,415$3,658 12/31/2023
Wealth Enhancement Advisory Services LLC150,740$3,557 03/31/2024
     EVT150,740$3,557 03/31/2024
Wolverine Asset Management LLC132,521$2,949 12/31/2023
     EVT132,521$2,949 12/31/2023
Accel Wealth Management121,137$2,859 03/31/2024
     EVT121,137$2,859 03/31/2024
Ameriprise Financial Inc.111,839$2,483 12/31/2023
     EVT111,839$2,483 12/31/2023
Cambridge Investment Research Advisors Inc.103,281$2,437 03/31/2024
     EVT103,281$2,437 03/31/2024
First Trust Advisors LP100,284$2,231 12/31/2023
     EVT100,284$2,231 12/31/2023
Flow State Investments L.P.92,942$2,068 12/31/2023
     EVT92,942$2,068 12/31/2023
Morris Retirement Advisors LLC84,116$1,985 03/31/2024
     EVT84,116$1,985 03/31/2024
1776 Wealth LLC75,240$1,776 03/31/2024
     EVT75,240$1,776 03/31/2024
Steward Partners Investment Advisory LLC77,566$1,726 12/31/2023
     EVT77,566$1,726 12/31/2023
Stifel Financial Corp76,955$1,712 12/31/2023
     EVT76,955$1,712 12/31/2023
HighTower Advisors LLC69,146$1,633 03/31/2024
     EVT69,146$1,633 03/31/2024
Advisors Asset Management Inc.70,805$1,575 12/31/2023
     EVT70,805$1,575 12/31/2023
JPMorgan Chase & Co.64,071$1,512 03/31/2024
     EVT64,071$1,512 03/31/2024
Cetera Advisor Networks LLC55,284$1,230 12/31/2023
     EVT55,284$1,230 12/31/2023
Legacy Capital Wealth Partners LLC48,296$1,102 03/31/2024
     EVT48,296$1,102 03/31/2024
Janney Montgomery Scott LLC45,046$1,063 03/31/2024
     EVT45,046$1,063 03/31/2024
RFG Advisory LLC43,027$1,015 03/31/2024
     EVT43,027$1,015 03/31/2024
MML Investors Services LLC45,176$1,005 12/31/2023
     EVT45,176$1,005 12/31/2023
Summit Investment Advisory Services LLC39,306$928 03/31/2024
     EVT39,306$928 03/31/2024
Hollencrest Capital Management37,855$893 03/31/2024
     EVT37,855$893 03/31/2024
Atria Wealth Solutions Inc.39,578$881 12/31/2023
     EVT39,578$881 12/31/2023
Prime Capital Investment Advisors LLC38,819$864 12/31/2023
     EVT38,819$864 12/31/2023
CI Private Wealth LLC34,126$805 03/31/2024
     EVT34,126$805 03/31/2024
Mariner LLC32,645$726 12/31/2023
     EVT32,645$726 12/31/2023
Sowell Financial Services LLC29,668$700 03/31/2024
     EVT29,668$700 03/31/2024
Denver Wealth Management Inc.27,189$642 03/31/2024
     EVT27,189$642 03/31/2024
Founders Financial Alliance LLC27,418$610 12/31/2023
     EVT27,418$610 12/31/2023
Invesco Ltd.26,794$596 12/31/2023
     EVT26,794$596 12/31/2023
Live Oak Private Wealth LLC24,589$580 03/31/2024
     EVT24,589$580 03/31/2024
Snowden Capital Advisors LLC24,993$556 12/31/2023
     EVT24,993$556 12/31/2023
DAVENPORT & Co LLC23,242$549 03/31/2024
     EVT23,242$549 03/31/2024
Silverlake Wealth Management LLC22,919$541 03/31/2024
     EVT22,919$541 03/31/2024
Truist Financial Corp22,110$492 12/31/2023
     EVT22,110$492 12/31/2023
Putnam FL Investment Management Co.20,000$472 03/31/2024
     EVT20,000$472 03/31/2024
Weiss Asset Management LP21,198$472 12/31/2023
     EVT21,198$472 12/31/2023
Tucker Asset Management LLC20,796$463 12/31/2023
     EVT20,796$463 12/31/2023
The PNC Financial Services Group Inc.17,536$414 03/31/2024
     EVT17,536$414 03/31/2024
Wealth Alliance Advisory Group LLC17,037$402 03/31/2024
     EVT17,037$402 03/31/2024
Creative Planning17,988$400 12/31/2023
     EVT17,988$400 12/31/2023
Kestra Private Wealth Services LLC16,911$399 03/31/2024
     EVT16,911$399 03/31/2024
Buckingham Strategic Wealth LLC16,190$382 03/31/2024
     EVT16,190$382 03/31/2024
Cetera Advisors LLC15,555$346 12/31/2023
     EVT15,555$346 12/31/2023
Insigneo Advisory Services LLC15,500$345 12/31/2023
     EVT15,500$345 12/31/2023
Fiduciary Trust Co.15,457$344 12/31/2023
     EVT15,457$344 12/31/2023
Kingsview Wealth Management LLC13,676$323 03/31/2024
     EVT13,676$323 03/31/2024
North Star Investment Management Corp.13,633$322 03/31/2024
     EVT13,633$322 03/31/2024
Financial Advocates Investment Management13,583$321 03/31/2024
     EVT13,583$321 03/31/2024
Stonebrook Private Inc.13,300$314 03/31/2024
     EVT13,300$314 03/31/2024
Xcel Wealth Management LLC13,225$312 03/31/2024
     EVT13,225$312 03/31/2024
Stonebridge Financial Planning Group LLC13,000$289 12/31/2023
     EVT13,000$289 12/31/2023
M Holdings Securities Inc.12,922$288 12/31/2023
     EVT12,922$288 12/31/2023
Cornerstone Wealth Management LLC12,140$287 03/31/2024
     EVT12,140$287 03/31/2024
Baird Financial Group Inc.12,681$282 12/31/2023
     EVT12,681$282 12/31/2023
US Bancorp DE11,839$279 03/31/2024
     EVT11,839$279 03/31/2024
LifePro Asset Management11,468$271 03/31/2024
     EVT11,468$271 03/31/2024
Private Portfolio Partners LLC10,962$259 03/31/2024
     EVT10,962$259 03/31/2024
MGB Wealth Management LLC10,967$259 03/31/2024
     EVT10,967$259 03/31/2024
Dynamic Advisor Solutions LLC10,875$257 03/31/2024
     EVT10,875$257 03/31/2024
Emprise Bank10,380$245 03/31/2024
     EVT10,380$245 03/31/2024
Beacon Pointe Advisors LLC10,900$243 12/31/2023
     EVT10,900$243 12/31/2023
Financial Security Advisor Inc.10,000$236 03/31/2024
     EVT10,000$236 03/31/2024
Johnson & White Wealth Management LLC9,791$231 03/31/2024
     EVT9,791$231 03/31/2024
Kayne Anderson Rudnick Investment Management LLC10,000$222 12/31/2023
     EVT10,000$222 12/31/2023
Dakota Wealth Management9,290$219 03/31/2024
     EVT9,290$219 03/31/2024
NorthStar Asset Management LLC NJ 9,268$219 03/31/2024
     EVT9,268$219 03/31/2024
Oppenheimer & Co. Inc.9,150$216 03/31/2024
     EVT9,150$216 03/31/2024
Avantax Advisory Services Inc.8,805$208 03/31/2024
     EVT8,805$208 03/31/2024
SMH Capital Advisors Inc.9,349$208 12/31/2023
     EVT9,349$208 12/31/2023
Raymond James Trust N.A.8,486$200 03/31/2024
     EVT8,486$200 03/31/2024
Comerica Bank6,573$146 12/31/2023
     EVT6,573$146 12/31/2023
GWM Advisors LLC5,345$119 12/31/2023
     EVT5,345$119 12/31/2023
Elequin Capital LP5,352$119 12/31/2023
     EVT5,352$119 12/31/2023
NBC Securities Inc.4,350$112 03/31/2024
     EVT4,350$112 03/31/2024
CIBC Private Wealth Group LLC4,350$102 03/31/2024
     EVT4,350$102 03/31/2024
Harbour Investments Inc.4,450$99 12/31/2023
     EVT4,450$99 12/31/2023
Investors Research Corp3,145$74 03/31/2024
     EVT3,145$74 03/31/2024
AlphaMark Advisors LLC3,000$71 03/31/2024
     EVT3,000$71 03/31/2024
Salomon & Ludwin LLC2,780$66 03/31/2024
     EVT2,780$66 03/31/2024
Allworth Financial LP2,693$64 03/31/2024
     EVT2,693$64 03/31/2024
Princeton Global Asset Management LLC2,519$59 03/31/2024
     EVT2,519$59 03/31/2024
Northwestern Mutual Wealth Management Co.2,371$53 12/31/2023
     EVT2,371$53 12/31/2023
Kessler Investment Group LLC2,144$51 03/31/2024
     EVT2,144$51 03/31/2024
BOK Financial Private Wealth Inc.1,719$41 03/31/2024
     EVT1,719$41 03/31/2024
Future Financial Wealth Managment LLC1,725$41 03/31/2024
     EVT1,725$41 03/31/2024
ORG Partners LLC1,742$41 03/31/2024
     EVT1,742$41 03/31/2024
IFP Advisors Inc1,700$38 12/31/2023
     EVT1,700$38 12/31/2023
Private Trust Co. NA1,476$35 03/31/2024
     EVT1,476$35 03/31/2024
GAMMA Investing LLC1,500$35 03/31/2024
     EVT1,500$35 03/31/2024
EverSource Wealth Advisors LLC1,479$33 12/31/2023
     EVT1,479$33 12/31/2023
Aspire Private Capital LLC1,040$25 03/31/2024
     EVT1,040$25 03/31/2024
GPS Wealth Strategies Group LLC1,007$24 03/31/2024
     EVT1,007$24 03/31/2024
First Manhattan Co.1,000$22 12/31/2023
     EVT1,000$22 12/31/2023
CWM LLC806$19 03/31/2024
     EVT806$19 03/31/2024
Assetmark Inc.720$17 03/31/2024
     EVT720$17 03/31/2024
Salem Investment Counselors Inc.500$12 03/31/2024
     EVT500$12 03/31/2024
Benjamin F. Edwards & Company Inc.500$12 03/31/2024
     EVT500$12 03/31/2024
ST Germain D J Co. Inc.293$7 03/31/2024
     EVT293$7 03/31/2024
Mather Group LLC.250$6 03/31/2024
     EVT250$6 03/31/2024
Parallel Advisors LLC259$6 03/31/2024
     EVT259$6 03/31/2024
Sound Income Strategies LLC269$6 03/31/2024
     EVT269$6 03/31/2024
Planning Capital Management Corp90$2 03/31/2024
     EVT90$2 03/31/2024
Huntington National Bank1$0 03/31/2024
     EVT1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     EVT0$0 03/31/2024
FMR LLC1$0 12/31/2023
     EVT1$0 12/31/2023

See Summary: Institutional Holders of EVT
See Details: Top 10 Hedge Funds Holding EVT
Also See: EVT Insider Buying
Also See: EVT Holdings Changes

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