HoldingsChannel.com
Funds Holding EVV

On this page, we present all of the funds holding EVV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EVV, with a link to that fund's top holdings. The next columns indicate the amount of EVV stock held by each of the funds holding EVV, followed by the EVV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 158 funds holding EVV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding EVV), click the fund name in the "Holder" column of the funds-holding-EVV table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley9,189,343$88,034 12/31/2023
     EVV9,189,343$88,034 12/31/2023
Sit Investment Associates Inc.5,328,636$51,048 12/31/2023
     EVV5,328,636$51,048 12/31/2023
Invesco Ltd.1,682,941$16,123 12/31/2023
     EVV1,682,941$16,123 12/31/2023
Ameriprise Financial Inc.1,394,547$13,361 12/31/2023
     EVV1,394,547$13,361 12/31/2023
Penserra Capital Management LLC1,285,602$12,316 12/31/2023
     EVV1,285,602$12,316 12/31/2023
LPL Financial LLC874,537$8,378 12/31/2023
     EVV874,537$8,378 12/31/2023
Chicago Partners Investment Group LLC843,632$8,015 03/31/2024
     EVV843,632$8,015 03/31/2024
Cyndeo Wealth Partners LLC779,067$7,596 03/31/2024
     EVV779,067$7,596 03/31/2024
UBS Group AG792,694$7,594 12/31/2023
     EVV792,694$7,594 12/31/2023
Allspring Global Investments Holdings LLC757,328$7,384 03/31/2024
     EVV757,328$7,384 03/31/2024
Capital Investment Advisors LLC728,293$7,101 03/31/2024
     EVV728,293$7,101 03/31/2024
Relative Value Partners Group LLC727,172$6,966 12/31/2023
     EVV727,172$6,966 12/31/2023
Arete Wealth Advisors LLC721,964$6,916 12/31/2023
     EVV721,964$6,916 12/31/2023
Guggenheim Capital LLC697,043$6,678 12/31/2023
     EVV697,043$6,678 12/31/2023
CNH Partners LLC683,157$6,545 12/31/2023
     EVV683,157$6,545 12/31/2023
Kennedy Investment Group634,179$6,183 03/31/2024
     EVV634,179$6,183 03/31/2024
Royal Bank of Canada528,337$5,061 12/31/2023
     EVV528,337$5,061 12/31/2023
Bank of America Corp DE484,792$4,644 12/31/2023
     EVV484,792$4,644 12/31/2023
Shaker Financial Services LLC436,704$4,184 12/31/2023
     EVV436,704$4,184 12/31/2023
Advisor Group Holdings Inc.435,923$4,176 12/31/2023
     EVV435,923$4,176 12/31/2023
Oak Hill Advisors LP403,604$3,867 12/31/2023
     EVV403,604$3,867 12/31/2023
Raymond James & Associates390,364$3,806 03/31/2024
     EVV390,364$3,806 03/31/2024
Cohen & Steers Inc.375,463$3,597 12/31/2023
     EVV375,463$3,597 12/31/2023
Commonwealth Equity Services LLC364,732$3,494 12/31/2023
     EVV364,732$3,494 12/31/2023
Cetera Investment Advisers360,329$3,452 12/31/2023
     EVV360,329$3,452 12/31/2023
Stifel Financial Corp318,511$3,051 12/31/2023
     EVV318,511$3,051 12/31/2023
City of London Investment Management Co. Ltd.316,261$3,030 12/31/2023
     EVV316,261$3,030 12/31/2023
Landscape Capital Management L.L.C.302,257$2,896 12/31/2023
     EVV302,257$2,896 12/31/2023
Thrivent Financial for Lutherans284,156$2,722 12/31/2023
     EVV284,156$2,722 12/31/2023
1607 Capital Partners LLC271,000$2,596 12/31/2023
     EVV271,000$2,596 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC235,647$2,298 03/31/2024
     EVV235,647$2,298 03/31/2024
Gilbert & Cook Inc.234,295$2,245 12/31/2023
     EVV234,295$2,245 12/31/2023
Raymond James Financial Services Advisors Inc.214,366$2,090 03/31/2024
     EVV214,366$2,090 03/31/2024
Fiera Capital Corp199,487$1,911 12/31/2023
     EVV199,487$1,911 12/31/2023
National Asset Management Inc.145,163$1,391 12/31/2023
     EVV145,163$1,391 12/31/2023
Camelot Portfolios LLC143,616$1,376 12/31/2023
     EVV143,616$1,376 12/31/2023
Alpine Global Management LLC130,000$1,245 12/31/2023
     EVV130,000$1,245 12/31/2023
Aviance Capital Partners LLC126,836$1,237 03/31/2024
     EVV126,836$1,237 03/31/2024
Cetera Advisors LLC124,161$1,189 12/31/2023
     EVV124,161$1,189 12/31/2023
CoreCap Advisors LLC117,285$1,124 12/31/2023
     EVV117,285$1,124 12/31/2023
Benjamin F. Edwards & Company Inc.112,074$1,074 12/31/2023
     EVV112,074$1,074 12/31/2023
Cetera Advisor Networks LLC111,238$1,066 12/31/2023
     EVV111,238$1,066 12/31/2023
Clear Creek Financial Management LLC110,103$1,055 12/31/2023
     EVV110,103$1,055 12/31/2023
Cambridge Investment Research Advisors Inc.104,212$1,016 03/31/2024
     EVV104,212$1,016 03/31/2024
GWM Advisors LLC102,428$984 12/31/2023
     EVV102,428$984 12/31/2023
Melfa Wealth Management LLC95,646$933 03/31/2024
     EVV95,646$933 03/31/2024
Centaurus Financial Inc.91,388$875 12/31/2023
     EVV91,388$875 12/31/2023
Baird Financial Group Inc.91,272$874 12/31/2023
     EVV91,272$874 12/31/2023
Wedbush Securities Inc.81,792$784 12/31/2023
     EVV81,792$784 12/31/2023
Cahill Financial Advisors Inc.74,906$718 12/31/2023
     EVV74,906$718 12/31/2023
Selway Asset Management68,979$673 03/31/2024
     EVV68,979$673 03/31/2024
Atria Wealth Solutions Inc.69,700$668 12/31/2023
     EVV69,700$668 12/31/2023
International Assets Investment Management LLC67,773$657 03/31/2024
     EVV67,773$657 03/31/2024
Merit Financial Group LLC64,411$617 12/31/2023
     EVV64,411$617 12/31/2023
Flagship Harbor Advisors LLC62,735$612 03/31/2024
     EVV62,735$612 03/31/2024
Wela Strategies Inc.61,742$602 03/31/2024
     EVV61,742$602 03/31/2024
Pin Oak Investment Advisors Inc.62,428$598 12/31/2023
     EVV62,428$598 12/31/2023
Flow State Investments L.P.54,159$519 12/31/2023
     EVV54,159$519 12/31/2023
Credit Suisse AG50,000$479 12/31/2023
     EVV50,000$479 12/31/2023
Rivernorth Capital Management LLC47,056$451 12/31/2023
     EVV47,056$451 12/31/2023
Rock Point Advisors LLC46,074$441 12/31/2023
     EVV46,074$441 12/31/2023
HighTower Advisors LLC45,306$431 12/31/2023
     EVV45,306$431 12/31/2023
Wells Fargo & Company MN42,871$411 12/31/2023
     EVV42,871$411 12/31/2023
Sowell Financial Services LLC41,769$400 12/31/2023
     EVV41,769$400 12/31/2023
Kestra Advisory Services LLC40,648$389 12/31/2023
     EVV40,648$389 12/31/2023
Comerica Bank40,052$384 12/31/2023
     EVV40,052$384 12/31/2023
Stephens Inc. AR37,190$356 12/31/2023
     EVV37,190$356 12/31/2023
Advisory Services Network LLC35,572$341 12/31/2023
     EVV35,572$341 12/31/2023
Conning Inc.32,079$307 12/31/2023
     EVV32,079$307 12/31/2023
MML Investors Services LLC31,751$304 12/31/2023
     EVV31,751$304 12/31/2023
Quad Cities Investment Group LLC30,100$293 03/31/2024
     EVV30,100$293 03/31/2024
Oarsman Capital Inc.30,437$292 12/31/2023
     EVV30,437$292 12/31/2023
Future Financial Wealth Managment LLC28,480$278 03/31/2024
     EVV28,480$278 03/31/2024
Rockefeller Capital Management L.P.28,838$276 12/31/2023
     EVV28,838$276 12/31/2023
Apriem Advisors27,248$261 12/31/2023
     EVV27,248$261 12/31/2023
Creative Planning27,037$259 12/31/2023
     EVV27,037$259 12/31/2023
EP Wealth Advisors LLC26,800$257 12/31/2023
     EVV26,800$257 12/31/2023
Fortitude Advisory Group L.L.C.25,801$247 12/31/2023
     EVV25,801$247 12/31/2023
Janney Montgomery Scott LLC25,495$244 12/31/2023
     EVV25,495$244 12/31/2023
SeaCrest Wealth Management LLC23,818$232 03/31/2024
     EVV23,818$232 03/31/2024
Moors & Cabot Inc.22,781$218 12/31/2023
     EVV22,781$218 12/31/2023
Pointe Capital Management LLC22,575$216 12/31/2023
     EVV22,575$216 12/31/2023
PFG Investments LLC20,607$201 03/31/2024
     EVV20,607$201 03/31/2024
CI Private Wealth LLC20,886$200 12/31/2023
     EVV20,886$200 12/31/2023
Pathstone Holdings LLC20,534$197 12/31/2023
     EVV20,534$197 12/31/2023
Congress Wealth Management LLC DE 19,770$193 03/31/2024
     EVV19,770$193 03/31/2024
Envestnet Asset Management Inc.20,014$192 12/31/2023
     EVV20,014$192 12/31/2023
Lido Advisors LLC19,837$190 12/31/2023
     EVV19,837$190 12/31/2023
Verity Asset Management Inc.19,729$189 12/31/2023
     EVV19,729$189 12/31/2023
Onyx Bridge Wealth Group LLC19,424$186 12/31/2023
     EVV19,424$186 12/31/2023
Stonegate Investment Group LLC18,552$181 03/31/2024
     EVV18,552$181 03/31/2024
First Foundation Advisors18,611$178 12/31/2023
     EVV18,611$178 12/31/2023
Dudley Capital Management LLC18,133$174 12/31/2023
     EVV18,133$174 12/31/2023
NBC Securities Inc.17,300$168 03/31/2024
     EVV17,300$168 03/31/2024
Summit Financial LLC17,186$168 03/31/2024
     EVV17,186$168 03/31/2024
Riverbridge Partners LLC17,459$167 12/31/2023
     EVV17,459$167 12/31/2023
Nomura Holdings Inc.17,150$164 12/31/2023
     EVV17,150$164 12/31/2023
US Bancorp DE16,600$159 12/31/2023
     EVV16,600$159 12/31/2023
Jane Street Group LLC16,634$159 12/31/2023
     EVV16,634$159 12/31/2023
Warren Averett Asset Management LLC16,320$156 12/31/2023
     EVV16,320$156 12/31/2023
Sandy Cove Advisors LLC15,825$154 03/31/2024
     EVV15,825$154 03/31/2024
Garden State Investment Advisory Services LLC16,054$154 12/31/2023
     EVV16,054$154 12/31/2023
Private Advisor Group LLC15,867$152 12/31/2023
     EVV15,867$152 12/31/2023
ProVise Management Group LLC15,730$151 12/31/2023
     EVV15,730$151 12/31/2023
Baker Tilly Financial LLC15,600$149 12/31/2023
     EVV15,600$149 12/31/2023
CTC Alternative Strategies Ltd.15,440$148 12/31/2023
     EVV15,440$148 12/31/2023
WealthTrust Axiom LLC14,799$142 12/31/2023
     EVV14,799$142 12/31/2023
Cresset Asset Management LLC14,400$138 12/31/2023
     EVV14,400$138 12/31/2023
Harbour Investments Inc.13,909$133 12/31/2023
     EVV13,909$133 12/31/2023
Hollencrest Capital Management12,760$122 12/31/2023
     EVV12,760$122 12/31/2023
Cornerstone Wealth Group LLC12,460$121 03/31/2024
     EVV12,460$121 03/31/2024
Horizon Kinetics Asset Management LLC12,417$119 12/31/2023
     EVV12,417$119 12/31/2023
Oppenheimer & Co. Inc.12,226$117 12/31/2023
     EVV12,226$117 12/31/2023
Advisor OS LLC11,806$113 12/31/2023
     EVV11,806$113 12/31/2023
WMG Financial Advisors LLC11,750$113 12/31/2023
     EVV11,750$113 12/31/2023
AE Wealth Management LLC11,601$112 12/31/2023
     EVV11,601$112 12/31/2023
Tower Research Capital LLC TRC 11,127$107 12/31/2023
     EVV11,127$107 12/31/2023
Elequin Capital LP11,213$107 12/31/2023
     EVV11,213$107 12/31/2023
Ellis Investment Partners LLC10,765$105 03/31/2024
     EVV10,765$105 03/31/2024
Staley Capital Advisers Inc.10,888$104 12/31/2023
     EVV10,888$104 12/31/2023
Barrett & Company Inc.10,202$99 03/31/2024
     EVV10,202$99 03/31/2024
WealthTrust Asset Management LLC10,331$99 12/31/2023
     EVV10,331$99 12/31/2023
Wade G W & Inc.10,079$97 12/31/2023
     EVV10,079$97 12/31/2023
Williams Jones Wealth Management LLC.10,170$97 12/31/2023
     EVV10,170$97 12/31/2023
AXS Investments LLC10,000$96 12/31/2023
     EVV10,000$96 12/31/2023
Proequities Inc.7,900$76 12/31/2023
     EVV7,900$76 12/31/2023
Byrne Asset Management LLC4,750$46 03/31/2024
     EVV4,750$46 03/31/2024
GPS Wealth Strategies Group LLC4,105$39 12/31/2023
     EVV4,105$39 12/31/2023
Allworth Financial LP2,929$29 03/31/2024
     EVV2,929$29 03/31/2024
Oliver Lagore Vanvalin Investment Group3,000$29 12/31/2023
     EVV3,000$29 12/31/2023
Slocum Gordon & Co LLP2,195$21 12/31/2023
     EVV2,195$21 12/31/2023
West Branch Capital LLC2,082$20 03/31/2024
     EVV2,082$20 03/31/2024
Northwestern Mutual Wealth Management Co.1,991$19 12/31/2023
     EVV1,991$19 12/31/2023
TCTC Holdings LLC2,000$19 12/31/2023
     EVV2,000$19 12/31/2023
IFP Advisors Inc2,029$19 12/31/2023
     EVV2,029$19 12/31/2023
Concord Wealth Partners1,713$16 12/31/2023
     EVV1,713$16 12/31/2023
Harbor Investment Advisory LLC1,500$15 03/31/2024
     EVV1,500$15 03/31/2024
Bogart Wealth LLC1,500$15 03/31/2024
     EVV1,500$15 03/31/2024
Baystate Wealth Management LLC1,524$15 12/31/2023
     EVV1,524$15 12/31/2023
EverSource Wealth Advisors LLC1,500$14 12/31/2023
     EVV1,500$14 12/31/2023
Crewe Advisors LLC1,449$14 12/31/2023
     EVV1,449$14 12/31/2023
The PNC Financial Services Group Inc.1,293$12 12/31/2023
     EVV1,293$12 12/31/2023
LM Advisors LLC750$7 12/31/2023
     EVV750$7 12/31/2023
Global Retirement Partners LLC566$6 03/31/2024
     EVV566$6 03/31/2024
Cambridge Trust Co.600$6 12/31/2023
     EVV600$6 12/31/2023
Hobbs Group Advisors LLC650$6 12/31/2023
     EVV650$6 12/31/2023
Highlander Capital Management LLC500$5 12/31/2023
     EVV500$5 12/31/2023
Steward Partners Investment Advisory LLC546$5 12/31/2023
     EVV546$5 12/31/2023
Fortis Group Advisors LLC500$5 12/31/2023
     EVV500$5 12/31/2023
Cape Investment Advisory Inc.500$5 12/31/2023
     EVV500$5 12/31/2023
Horizon Bancorp Inc. IN378$4 03/31/2024
     EVV378$4 03/31/2024
First Manhattan Co.285$3 12/31/2023
     EVV285$3 12/31/2023
Farther Finance Advisors LLC266$3 12/31/2023
     EVV266$3 12/31/2023
Bartlett & Co. LLC255$2 12/31/2023
     EVV255$2 12/31/2023
Bartlett & CO. Wealth Management LLC255$2 12/31/2023
     EVV255$2 12/31/2023
CWM LLC138$1 03/31/2024
     EVV138$1 03/31/2024
Focused Wealth Management Inc112$1 12/31/2023
     EVV112$1 12/31/2023
Frazier Financial Advisors LLC7$0 12/31/2023
     EVV7$0 12/31/2023
Northwest Financial Advisors1$0 12/31/2023
     EVV1$0 12/31/2023

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

EVV — Current Quote
Quotes delayed 20 minutes

Email EnvelopeFree EVV Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

EVV — Performance

Funds Holding EVV | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.