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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Cornerstone Advisors LLC | 1,280,326 | $30,216 | 03/31/2024 |
EVT | 1,280,326 | $30,216 | 03/31/2024 |
Bank of America Corp DE | 964,879 | $21,469 | 12/31/2023 |
EVT | 964,879 | $21,469 | 12/31/2023 |
UBS Group AG | 893,160 | $19,873 | 12/31/2023 |
EVT | 893,160 | $19,873 | 12/31/2023 |
Joel Isaacson & Co. LLC | 731,342 | $17,260 | 03/31/2024 |
EVT | 731,342 | $17,260 | 03/31/2024 |
Morgan Stanley | 760,954 | $16,931 | 12/31/2023 |
EVT | 760,954 | $16,931 | 12/31/2023 |
McGowan Group Asset Management Inc. | 759,087 | $16,890 | 12/31/2023 |
EVT | 759,087 | $16,890 | 12/31/2023 |
Wells Fargo & Company MN | 565,333 | $13,342 | 03/31/2024 |
EVT | 565,333 | $13,342 | 03/31/2024 |
Karpus Management Inc. | 578,381 | $12,869 | 12/31/2023 |
EVT | 578,381 | $12,869 | 12/31/2023 |
Raymond James & Associates | 453,032 | $10,692 | 03/31/2024 |
EVT | 453,032 | $10,692 | 03/31/2024 |
Stratos Wealth Partners LTD. | 348,613 | $8,227 | 03/31/2024 |
EVT | 348,613 | $8,227 | 03/31/2024 |
Advisor Group Holdings Inc. | 333,850 | $7,879 | 03/31/2024 |
EVT | 333,850 | $7,879 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 286,615 | $6,764 | 03/31/2024 |
EVT | 286,615 | $6,764 | 03/31/2024 |
LPL Financial LLC | 286,138 | $6,753 | 03/31/2024 |
EVT | 286,138 | $6,753 | 03/31/2024 |
Royal Bank of Canada | 274,598 | $6,110 | 12/31/2023 |
EVT | 274,598 | $6,110 | 12/31/2023 |
Guggenheim Capital LLC | 272,839 | $6,071 | 12/31/2023 |
EVT | 272,839 | $6,071 | 12/31/2023 |
Cohen & Steers Inc. | 259,013 | $5,763 | 12/31/2023 |
EVT | 259,013 | $5,763 | 12/31/2023 |
Rivernorth Capital Management LLC | 239,783 | $5,335 | 12/31/2023 |
EVT | 239,783 | $5,335 | 12/31/2023 |
Commonwealth Equity Services LLC | 201,190 | $4,748 | 03/31/2024 |
EVT | 201,190 | $4,748 | 03/31/2024 |
Formidable Asset Management LLC | 203,318 | $4,524 | 12/31/2023 |
EVT | 203,318 | $4,524 | 12/31/2023 |
Shaker Financial Services LLC | 175,395 | $3,903 | 12/31/2023 |
EVT | 175,395 | $3,903 | 12/31/2023 |
Landscape Capital Management L.L.C. | 164,935 | $3,892 | 03/31/2024 |
EVT | 164,935 | $3,892 | 03/31/2024 |
Rockefeller Capital Management L.P. | 174,266 | $3,877 | 12/31/2023 |
EVT | 174,266 | $3,877 | 12/31/2023 |
Private Advisor Group LLC | 156,637 | $3,697 | 03/31/2024 |
EVT | 156,637 | $3,697 | 03/31/2024 |
CNH Partners LLC | 164,415 | $3,658 | 12/31/2023 |
EVT | 164,415 | $3,658 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 150,740 | $3,557 | 03/31/2024 |
EVT | 150,740 | $3,557 | 03/31/2024 |
Wolverine Asset Management LLC | 132,521 | $2,949 | 12/31/2023 |
EVT | 132,521 | $2,949 | 12/31/2023 |
Accel Wealth Management | 121,137 | $2,859 | 03/31/2024 |
EVT | 121,137 | $2,859 | 03/31/2024 |
Ameriprise Financial Inc. | 111,839 | $2,483 | 12/31/2023 |
EVT | 111,839 | $2,483 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 103,281 | $2,437 | 03/31/2024 |
EVT | 103,281 | $2,437 | 03/31/2024 |
First Trust Advisors LP | 100,284 | $2,231 | 12/31/2023 |
EVT | 100,284 | $2,231 | 12/31/2023 |
Flow State Investments L.P. | 92,942 | $2,068 | 12/31/2023 |
EVT | 92,942 | $2,068 | 12/31/2023 |
Morris Retirement Advisors LLC | 84,116 | $1,985 | 03/31/2024 |
EVT | 84,116 | $1,985 | 03/31/2024 |
1776 Wealth LLC | 75,240 | $1,776 | 03/31/2024 |
EVT | 75,240 | $1,776 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 77,566 | $1,726 | 12/31/2023 |
EVT | 77,566 | $1,726 | 12/31/2023 |
Stifel Financial Corp | 76,955 | $1,712 | 12/31/2023 |
EVT | 76,955 | $1,712 | 12/31/2023 |
HighTower Advisors LLC | 69,146 | $1,633 | 03/31/2024 |
EVT | 69,146 | $1,633 | 03/31/2024 |
Advisors Asset Management Inc. | 70,805 | $1,575 | 12/31/2023 |
EVT | 70,805 | $1,575 | 12/31/2023 |
JPMorgan Chase & Co. | 64,071 | $1,512 | 03/31/2024 |
EVT | 64,071 | $1,512 | 03/31/2024 |
Cetera Advisor Networks LLC | 55,284 | $1,230 | 12/31/2023 |
EVT | 55,284 | $1,230 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 48,296 | $1,102 | 03/31/2024 |
EVT | 48,296 | $1,102 | 03/31/2024 |
Janney Montgomery Scott LLC | 45,046 | $1,063 | 03/31/2024 |
EVT | 45,046 | $1,063 | 03/31/2024 |
RFG Advisory LLC | 43,027 | $1,015 | 03/31/2024 |
EVT | 43,027 | $1,015 | 03/31/2024 |
MML Investors Services LLC | 45,176 | $1,005 | 12/31/2023 |
EVT | 45,176 | $1,005 | 12/31/2023 |
Summit Investment Advisory Services LLC | 39,306 | $928 | 03/31/2024 |
EVT | 39,306 | $928 | 03/31/2024 |
Hollencrest Capital Management | 37,855 | $893 | 03/31/2024 |
EVT | 37,855 | $893 | 03/31/2024 |
Atria Wealth Solutions Inc. | 39,578 | $881 | 12/31/2023 |
EVT | 39,578 | $881 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 38,819 | $864 | 12/31/2023 |
EVT | 38,819 | $864 | 12/31/2023 |
CI Private Wealth LLC | 34,126 | $805 | 03/31/2024 |
EVT | 34,126 | $805 | 03/31/2024 |
Mariner LLC | 32,645 | $726 | 12/31/2023 |
EVT | 32,645 | $726 | 12/31/2023 |
Sowell Financial Services LLC | 29,668 | $700 | 03/31/2024 |
EVT | 29,668 | $700 | 03/31/2024 |
Denver Wealth Management Inc. | 27,189 | $642 | 03/31/2024 |
EVT | 27,189 | $642 | 03/31/2024 |
Founders Financial Alliance LLC | 27,418 | $610 | 12/31/2023 |
EVT | 27,418 | $610 | 12/31/2023 |
Invesco Ltd. | 26,794 | $596 | 12/31/2023 |
EVT | 26,794 | $596 | 12/31/2023 |
Live Oak Private Wealth LLC | 24,589 | $580 | 03/31/2024 |
EVT | 24,589 | $580 | 03/31/2024 |
Snowden Capital Advisors LLC | 24,993 | $556 | 12/31/2023 |
EVT | 24,993 | $556 | 12/31/2023 |
DAVENPORT & Co LLC | 23,242 | $549 | 03/31/2024 |
EVT | 23,242 | $549 | 03/31/2024 |
Silverlake Wealth Management LLC | 22,919 | $541 | 03/31/2024 |
EVT | 22,919 | $541 | 03/31/2024 |
Truist Financial Corp | 22,110 | $492 | 12/31/2023 |
EVT | 22,110 | $492 | 12/31/2023 |
Putnam FL Investment Management Co. | 20,000 | $472 | 03/31/2024 |
EVT | 20,000 | $472 | 03/31/2024 |
Weiss Asset Management LP | 21,198 | $472 | 12/31/2023 |
EVT | 21,198 | $472 | 12/31/2023 |
Tucker Asset Management LLC | 20,796 | $463 | 12/31/2023 |
EVT | 20,796 | $463 | 12/31/2023 |
The PNC Financial Services Group Inc. | 17,536 | $414 | 03/31/2024 |
EVT | 17,536 | $414 | 03/31/2024 |
Wealth Alliance Advisory Group LLC | 17,037 | $402 | 03/31/2024 |
EVT | 17,037 | $402 | 03/31/2024 |
Creative Planning | 17,988 | $400 | 12/31/2023 |
EVT | 17,988 | $400 | 12/31/2023 |
Kestra Private Wealth Services LLC | 16,911 | $399 | 03/31/2024 |
EVT | 16,911 | $399 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 16,190 | $382 | 03/31/2024 |
EVT | 16,190 | $382 | 03/31/2024 |
Cetera Advisors LLC | 15,555 | $346 | 12/31/2023 |
EVT | 15,555 | $346 | 12/31/2023 |
Insigneo Advisory Services LLC | 15,500 | $345 | 12/31/2023 |
EVT | 15,500 | $345 | 12/31/2023 |
Fiduciary Trust Co. | 15,457 | $344 | 12/31/2023 |
EVT | 15,457 | $344 | 12/31/2023 |
Kingsview Wealth Management LLC | 13,676 | $323 | 03/31/2024 |
EVT | 13,676 | $323 | 03/31/2024 |
North Star Investment Management Corp. | 13,633 | $322 | 03/31/2024 |
EVT | 13,633 | $322 | 03/31/2024 |
Financial Advocates Investment Management | 13,583 | $321 | 03/31/2024 |
EVT | 13,583 | $321 | 03/31/2024 |
Stonebrook Private Inc. | 13,300 | $314 | 03/31/2024 |
EVT | 13,300 | $314 | 03/31/2024 |
Xcel Wealth Management LLC | 13,225 | $312 | 03/31/2024 |
EVT | 13,225 | $312 | 03/31/2024 |
Stonebridge Financial Planning Group LLC | 13,000 | $289 | 12/31/2023 |
EVT | 13,000 | $289 | 12/31/2023 |
M Holdings Securities Inc. | 12,922 | $288 | 12/31/2023 |
EVT | 12,922 | $288 | 12/31/2023 |
Cornerstone Wealth Management LLC | 12,140 | $287 | 03/31/2024 |
EVT | 12,140 | $287 | 03/31/2024 |
Baird Financial Group Inc. | 12,681 | $282 | 12/31/2023 |
EVT | 12,681 | $282 | 12/31/2023 |
US Bancorp DE | 11,839 | $279 | 03/31/2024 |
EVT | 11,839 | $279 | 03/31/2024 |
LifePro Asset Management | 11,468 | $271 | 03/31/2024 |
EVT | 11,468 | $271 | 03/31/2024 |
Private Portfolio Partners LLC | 10,962 | $259 | 03/31/2024 |
EVT | 10,962 | $259 | 03/31/2024 |
MGB Wealth Management LLC | 10,967 | $259 | 03/31/2024 |
EVT | 10,967 | $259 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 10,875 | $257 | 03/31/2024 |
EVT | 10,875 | $257 | 03/31/2024 |
Emprise Bank | 10,380 | $245 | 03/31/2024 |
EVT | 10,380 | $245 | 03/31/2024 |
Beacon Pointe Advisors LLC | 10,900 | $243 | 12/31/2023 |
EVT | 10,900 | $243 | 12/31/2023 |
Financial Security Advisor Inc. | 10,000 | $236 | 03/31/2024 |
EVT | 10,000 | $236 | 03/31/2024 |
Johnson & White Wealth Management LLC | 9,791 | $231 | 03/31/2024 |
EVT | 9,791 | $231 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 10,000 | $222 | 12/31/2023 |
EVT | 10,000 | $222 | 12/31/2023 |
Dakota Wealth Management | 9,290 | $219 | 03/31/2024 |
EVT | 9,290 | $219 | 03/31/2024 |
NorthStar Asset Management LLC NJ | 9,268 | $219 | 03/31/2024 |
EVT | 9,268 | $219 | 03/31/2024 |
Oppenheimer & Co. Inc. | 9,150 | $216 | 03/31/2024 |
EVT | 9,150 | $216 | 03/31/2024 |
Avantax Advisory Services Inc. | 8,805 | $208 | 03/31/2024 |
EVT | 8,805 | $208 | 03/31/2024 |
SMH Capital Advisors Inc. | 9,349 | $208 | 12/31/2023 |
EVT | 9,349 | $208 | 12/31/2023 |
Raymond James Trust N.A. | 8,486 | $200 | 03/31/2024 |
EVT | 8,486 | $200 | 03/31/2024 |
Comerica Bank | 6,573 | $146 | 12/31/2023 |
EVT | 6,573 | $146 | 12/31/2023 |
GWM Advisors LLC | 5,345 | $119 | 12/31/2023 |
EVT | 5,345 | $119 | 12/31/2023 |
Elequin Capital LP | 5,352 | $119 | 12/31/2023 |
EVT | 5,352 | $119 | 12/31/2023 |
NBC Securities Inc. | 4,350 | $112 | 03/31/2024 |
EVT | 4,350 | $112 | 03/31/2024 |
CIBC Private Wealth Group LLC | 4,350 | $102 | 03/31/2024 |
EVT | 4,350 | $102 | 03/31/2024 |
Harbour Investments Inc. | 4,450 | $99 | 12/31/2023 |
EVT | 4,450 | $99 | 12/31/2023 |
Investors Research Corp | 3,145 | $74 | 03/31/2024 |
EVT | 3,145 | $74 | 03/31/2024 |
AlphaMark Advisors LLC | 3,000 | $71 | 03/31/2024 |
EVT | 3,000 | $71 | 03/31/2024 |
Salomon & Ludwin LLC | 2,780 | $66 | 03/31/2024 |
EVT | 2,780 | $66 | 03/31/2024 |
Allworth Financial LP | 2,693 | $64 | 03/31/2024 |
EVT | 2,693 | $64 | 03/31/2024 |
Princeton Global Asset Management LLC | 2,519 | $59 | 03/31/2024 |
EVT | 2,519 | $59 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 2,371 | $53 | 12/31/2023 |
EVT | 2,371 | $53 | 12/31/2023 |
Kessler Investment Group LLC | 2,144 | $51 | 03/31/2024 |
EVT | 2,144 | $51 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 1,719 | $41 | 03/31/2024 |
EVT | 1,719 | $41 | 03/31/2024 |
Future Financial Wealth Managment LLC | 1,725 | $41 | 03/31/2024 |
EVT | 1,725 | $41 | 03/31/2024 |
ORG Partners LLC | 1,742 | $41 | 03/31/2024 |
EVT | 1,742 | $41 | 03/31/2024 |
IFP Advisors Inc | 1,700 | $38 | 12/31/2023 |
EVT | 1,700 | $38 | 12/31/2023 |
Private Trust Co. NA | 1,476 | $35 | 03/31/2024 |
EVT | 1,476 | $35 | 03/31/2024 |
GAMMA Investing LLC | 1,500 | $35 | 03/31/2024 |
EVT | 1,500 | $35 | 03/31/2024 |
EverSource Wealth Advisors LLC | 1,479 | $33 | 12/31/2023 |
EVT | 1,479 | $33 | 12/31/2023 |
Aspire Private Capital LLC | 1,040 | $25 | 03/31/2024 |
EVT | 1,040 | $25 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 1,007 | $24 | 03/31/2024 |
EVT | 1,007 | $24 | 03/31/2024 |
First Manhattan Co. | 1,000 | $22 | 12/31/2023 |
EVT | 1,000 | $22 | 12/31/2023 |
CWM LLC | 806 | $19 | 03/31/2024 |
EVT | 806 | $19 | 03/31/2024 |
Assetmark Inc. | 720 | $17 | 03/31/2024 |
EVT | 720 | $17 | 03/31/2024 |
Salem Investment Counselors Inc. | 500 | $12 | 03/31/2024 |
EVT | 500 | $12 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 500 | $12 | 03/31/2024 |
EVT | 500 | $12 | 03/31/2024 |
ST Germain D J Co. Inc. | 293 | $7 | 03/31/2024 |
EVT | 293 | $7 | 03/31/2024 |
Mather Group LLC. | 250 | $6 | 03/31/2024 |
EVT | 250 | $6 | 03/31/2024 |
Parallel Advisors LLC | 259 | $6 | 03/31/2024 |
EVT | 259 | $6 | 03/31/2024 |
Sound Income Strategies LLC | 269 | $6 | 03/31/2024 |
EVT | 269 | $6 | 03/31/2024 |
Planning Capital Management Corp | 90 | $2 | 03/31/2024 |
EVT | 90 | $2 | 03/31/2024 |
Huntington National Bank | 1 | $0 | 03/31/2024 |
EVT | 1 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
EVT | 0 | $0 | 03/31/2024 |
FMR LLC | 1 | $0 | 12/31/2023 |
EVT | 1 | $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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