HoldingsChannel.com
Funds Holding EVV
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley7,709,414$81,488 03/31/2020
     EVV7,709,414$81,488 03/31/2020
Saba Capital Management L.P.6,275,718$66,334 03/31/2020
     EVV6,275,718$66,334 03/31/2020
Sit Investment Associates Inc.5,645,668$59,675 03/31/2020
     EVV5,645,668$59,675 03/31/2020
RiverNorth Capital Management LLC3,726,767$39,392 03/31/2020
     EVV3,726,767$39,392 03/31/2020
Relative Value Partners Group LLC3,341,872$35,323 03/31/2020
     EVV3,341,872$35,323 03/31/2020
1607 Capital Partners LLC2,350,788$24,848 03/31/2020
     EVV2,350,788$24,848 03/31/2020
Parametric Portfolio Associates LLC2,106,889$22,270 03/31/2020
     EVV2,106,889$22,270 03/31/2020
UBS Group AG1,810,061$19,132 03/31/2020
     EVV1,810,061$19,132 03/31/2020
Invesco Ltd.1,747,028$18,466 03/31/2020
     EVV1,747,028$18,466 03/31/2020
Chicago Partners Investment Group LLC984,005$10,539 03/31/2020
     EVV984,005$10,539 03/31/2020
Penserra Capital Management LLC781,687$8,410 03/31/2020
     EVV781,687$8,410 03/31/2020
Wells Fargo & Company MN784,388$8,291 03/31/2020
     EVV784,388$8,291 03/31/2020
Thomas J. Herzfeld Advisors Inc.720,182$7,612 03/31/2020
     EVV720,182$7,612 03/31/2020
Bank of America Corp DE621,953$6,575 03/31/2020
     EVV621,953$6,575 03/31/2020
Guggenheim Capital LLC567,721$6,001 03/31/2020
     EVV567,721$6,001 03/31/2020
Apriem Advisors563,274$5,954 03/31/2020
     EVV563,274$5,954 03/31/2020
Cohen & Steers Inc.522,400$5,522 03/31/2020
     EVV522,400$5,522 03/31/2020
Oak Hill Advisors LP499,058$5,275 03/31/2020
     EVV499,058$5,275 03/31/2020
Camelot Portfolios LLC484,620$5,122 03/31/2020
     EVV484,620$5,122 03/31/2020
Royal Bank of Canada436,978$4,618 03/31/2020
     EVV436,978$4,618 03/31/2020
Ladenburg Thalmann Financial Services Inc.337,340$4,470 12/31/2019
     EVV337,340$4,470 12/31/2019
Bank of Montreal Can426,000$4,392 03/31/2020
     EVV426,000$4,392 03/31/2020
Vivaldi Capital Management LLC398,275$4,210 03/31/2020
     EVV398,275$4,210 03/31/2020
LPL Financial LLC389,760$4,120 03/31/2020
     EVV389,760$4,120 03/31/2020
Cetera Advisors LLC312,201$3,300 03/31/2020
     EVV312,201$3,300 03/31/2020
First Foundation Advisors268,297$2,836 03/31/2020
     EVV268,297$2,836 03/31/2020
Howard Wealth Management LLC266,835$2,820 03/31/2020
     EVV266,835$2,820 03/31/2020
IHT Wealth Management LLC244,263$2,582 03/31/2020
     EVV244,263$2,582 03/31/2020
Commonwealth Equity Services LLC225,963$2,388 03/31/2020
     EVV225,963$2,388 03/31/2020
Zazove Associates LLC217,221$2,296 03/31/2020
     EVV217,221$2,296 03/31/2020
Clough Capital Partners L P208,300$2,202 03/31/2020
     EVV208,300$2,202 03/31/2020
Manchester Financial Inc.204,000$2,156 03/31/2020
     EVV204,000$2,156 03/31/2020
Ameriprise Financial Inc.200,069$2,122 03/31/2020
     EVV200,069$2,122 03/31/2020
Advisor Group Holdings Inc.1,056,484$2,070 03/31/2020
     EVV1,056,484$2,070 03/31/2020
Coastal Bridge Advisors LLC187,599$1,983 03/31/2020
     EVV187,599$1,983 03/31/2020
Bramshill Investments LLC172,627$1,825 03/31/2020
     EVV172,627$1,825 03/31/2020
Creative Planning163,252$1,726 03/31/2020
     EVV163,252$1,726 03/31/2020
Aviance Capital Partners LLC150,586$1,592 03/31/2020
     EVV150,586$1,592 03/31/2020
Raymond James Financial Services Advisors Inc.145,215$1,535 03/31/2020
     EVV145,215$1,535 03/31/2020
Westbourne Investment Advisors Inc.141,713$1,498 03/31/2020
     EVV141,713$1,498 03/31/2020
Shaker Financial Services LLC133,163$1,408 03/31/2020
     EVV133,163$1,408 03/31/2020
Truist Financial Corp128,294$1,356 03/31/2020
     EVV128,294$1,356 03/31/2020
Cambridge Investment Research Advisors Inc.120,946$1,278 03/31/2020
     EVV120,946$1,278 03/31/2020
Merit Financial Group LLC120,693$1,276 03/31/2020
     EVV120,693$1,276 03/31/2020
Selway Asset Management111,333$1,177 03/31/2020
     EVV111,333$1,177 03/31/2020
Crow Point Partners LLC81,045$1,071 12/31/2019
     EVV81,045$1,071 12/31/2019
Arete Wealth Management LLC92,710$980 03/31/2020
     EVV92,710$980 03/31/2020
HighTower Advisors LLC92,175$974 03/31/2020
     EVV92,175$974 03/31/2020
Raymond James & Associates86,108$910 03/31/2020
     EVV86,108$910 03/31/2020
Goldman Sachs Group Inc.79,005$835 03/31/2020
     EVV79,005$835 03/31/2020
First Allied Advisory Services Inc.78,229$827 03/31/2020
     EVV78,229$827 03/31/2020
BerganKDV Wealth Management LLC75,043$793 03/31/2020
     EVV75,043$793 03/31/2020
Evergreen Capital Management LLC71,108$752 03/31/2020
     EVV71,108$752 03/31/2020
Wedbush Securities Inc.66,091$699 03/31/2020
     EVV66,091$699 03/31/2020
Advisor Group Inc.52,609$697 12/31/2019
     EVV52,609$697 12/31/2019
Landscape Capital Management L.L.C.62,069$656 03/31/2020
     EVV62,069$656 03/31/2020
Cahill Financial Advisors Inc.61,320$649 03/31/2020
     EVV61,320$649 03/31/2020
Pointe Capital Management LLC58,778$621 03/31/2020
     EVV58,778$621 03/31/2020
Envestnet Asset Management Inc.57,682$610 03/31/2020
     EVV57,682$610 03/31/2020
Mid Atlantic Financial Management Inc. ADV54,826$580 03/31/2020
     EVV54,826$580 03/31/2020
Janney Montgomery Scott LLC50,965$539 03/31/2020
     EVV50,965$539 03/31/2020
Park Avenue Securities LLC50,042$529 03/31/2020
     EVV50,042$529 03/31/2020
Stephens Inc. AR48,789$516 03/31/2020
     EVV48,789$516 03/31/2020
Rockefeller Capital Management L.P.45,461$481 03/31/2020
     EVV45,461$481 03/31/2020
Capital Investment Advisors LLC45,317$479 03/31/2020
     EVV45,317$479 03/31/2020
Citigroup Inc.34,237$362 03/31/2020
     EVV34,237$362 03/31/2020
Staley Capital Advisers Inc.33,216$351 03/31/2020
     EVV33,216$351 03/31/2020
Conning Inc.32,079$339 03/31/2020
     EVV32,079$339 03/31/2020
Quad Cities Investment Group LLC32,019$338 03/31/2020
     EVV32,019$338 03/31/2020
ProVise Management Group LLC31,712$335 03/31/2020
     EVV31,712$335 03/31/2020
Flagship Harbor Advisors LLC31,092$329 03/31/2020
     EVV31,092$329 03/31/2020
Citadel Advisors LLC30,328$321 03/31/2020
     EVV30,328$321 03/31/2020
Sowell Financial Services LLC29,284$310 03/31/2020
     EVV29,284$310 03/31/2020
Oppenheimer & Co. Inc.29,099$308 03/31/2020
     EVV29,099$308 03/31/2020
Advisors Asset Management Inc.25,752$272 03/31/2020
     EVV25,752$272 03/31/2020
Squar Milner Financial Services LLC25,600$270 03/31/2020
     EVV25,600$270 03/31/2020
Fort Washington Investment Advisors Inc. OH23,900$253 03/31/2020
     EVV23,900$253 03/31/2020
Sigma Planning Corp23,690$250 03/31/2020
     EVV23,690$250 03/31/2020
Thrivent Financial for Lutherans22,870$242 03/31/2020
     EVV22,870$242 03/31/2020
D. E. Shaw & Co. Inc.22,500$238 03/31/2020
     EVV22,500$238 03/31/2020
Claro Advisors LLC22,370$236 03/31/2020
     EVV22,370$236 03/31/2020
City of London Investment Management Co. Ltd.21,624$229 03/31/2020
     EVV21,624$229 03/31/2020
Fiera Capital Corp21,522$227 03/31/2020
     EVV21,522$227 03/31/2020
Powell Investment Advisors LLC21,462$227 03/31/2020
     EVV21,462$227 03/31/2020
Pin Oak Investment Advisors Inc.21,385$226 03/31/2020
     EVV21,385$226 03/31/2020
Rock Point Advisors LLC20,695$219 03/31/2020
     EVV20,695$219 03/31/2020
Eaton Vance Management20,418$216 03/31/2020
     EVV20,418$216 03/31/2020
Stifel Financial Corp19,757$209 03/31/2020
     EVV19,757$209 03/31/2020
CNH Partners LLC18,394$194 03/31/2020
     EVV18,394$194 03/31/2020
National Asset Management Inc.17,788$189 03/31/2020
     EVV17,788$189 03/31/2020
Moors & Cabot Inc.16,578$179 03/31/2020
     EVV16,578$179 03/31/2020
Chapwood Capital Investment Management LLC13,478$179 12/31/2019
     EVV13,478$179 12/31/2019
Beck Mack & Oliver LLC16,800$178 03/31/2020
     EVV16,800$178 03/31/2020
AdvisorNet Financial Inc16,787$177 03/31/2020
     EVV16,787$177 03/31/2020
US Bancorp DE16,600$175 03/31/2020
     EVV16,600$175 03/31/2020
WealthTrust Axiom LLC14,850$156 03/31/2020
     EVV14,850$156 03/31/2020
Meristem Family Wealth LLC14,400$152 03/31/2020
     EVV14,400$152 03/31/2020
Horizon Kinetics Asset Management LLC14,125$149 03/31/2020
     EVV14,125$149 03/31/2020
Good Life Advisors LLC13,809$146 03/31/2020
     EVV13,809$146 03/31/2020
Weather Gauge Advisory LLC13,532$143 03/31/2020
     EVV13,532$143 03/31/2020
Clear Creek Financial Management LLC13,313$140 03/31/2020
     EVV13,313$140 03/31/2020
Hollencrest Capital Management13,209$139 03/31/2020
     EVV13,209$139 03/31/2020
Western Wealth Management LLC13,125$138 03/31/2020
     EVV13,125$138 03/31/2020
Proequities Inc.12,955$137 03/31/2020
     EVV12,955$137 03/31/2020
Ford Financial Group LLC12,573$132 03/31/2020
     EVV12,573$132 03/31/2020
We Are One Seven LLC11,483$121 03/31/2020
     EVV11,483$121 03/31/2020
Wade G W & Inc.10,994$116 03/31/2020
     EVV10,994$116 03/31/2020
M&T Bank Corp10,298$109 03/31/2020
     EVV10,298$109 03/31/2020
Steward Partners Investment Advisory LLC8,737$92 03/31/2020
     EVV8,737$92 03/31/2020
Northwestern Mutual Wealth Management Co.7,525$80 03/31/2020
     EVV7,525$80 03/31/2020
Edge Wealth Management LLC5,175$55 03/31/2020
     EVV5,175$55 03/31/2020
Optimum Investment Advisors4,500$48 03/31/2020
     EVV4,500$48 03/31/2020
Winslow Evans & Crocker Inc.4,110$44 03/31/2020
     EVV4,110$44 03/31/2020
Ameritas Investment Company LLC4,090$43 03/31/2020
     EVV4,090$43 03/31/2020
Wealthcare Advisory Partners LLC2,939$31 03/31/2020
     EVV2,939$31 03/31/2020
Allworth Financial LP2,250$24 03/31/2020
     EVV2,250$24 03/31/2020
Sound Income Strategies LLC2,260$24 03/31/2020
     EVV2,260$24 03/31/2020
First Manhattan Co.2,000$21 03/31/2020
     EVV2,000$21 03/31/2020
Barrett Asset Management LLC2,000$21 03/31/2020
     EVV2,000$21 03/31/2020
Panagora Asset Management Inc.1,666$18 03/31/2020
     EVV1,666$18 03/31/2020
Whittier Trust Co.1,597$17 03/31/2020
     EVV1,597$17 03/31/2020
Bogart Wealth LLC1,582$17 03/31/2020
     EVV1,582$17 03/31/2020
Benjamin F. Edwards & Company Inc.1,543$16 03/31/2020
     EVV1,543$16 03/31/2020
NEXT Financial Group Inc1,458$16 03/31/2020
     EVV1,458$16 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC1,250$13 03/31/2020
     EVV1,250$13 03/31/2020
Claraphi Advisory Network LLC1,200$13 03/31/2020
     EVV1,200$13 03/31/2020
TRUE Private Wealth Advisors1,000$10 03/31/2020
     EVV1,000$10 03/31/2020
Advisory Services Network LLC750$8 03/31/2020
     EVV750$8 03/31/2020
Ellis Investment Partners LLC853$8 03/31/2020
     EVV853$8 03/31/2020
Northern Trust Corp61,500$6 03/31/2020
     EVV61,500$6 03/31/2020
Arkadios Wealth Advisors500$5 03/31/2020
     EVV500$5 03/31/2020
Liberty Wealth Management LLC334$4 03/31/2020
     EVV334$4 03/31/2020
Bartlett & Co. LLC255$3 03/31/2020
     EVV255$3 03/31/2020
FNY Investment Advisers LLC200$2 03/31/2020
     EVV200$2 03/31/2020
CWM LLC86$1 03/31/2020
     EVV86$1 03/31/2020
Focused Wealth Management Inc112$1 03/31/2020
     EVV112$1 03/31/2020
Walled Lake Planning & Wealth Management LLC114$1 03/31/2020
     EVV114$1 03/31/2020
FMR LLC1$0 03/31/2020
     EVV1$0 03/31/2020
Toth Financial Advisory Corp9$0 03/31/2020
     EVV9$0 03/31/2020
Tower Research Capital LLC TRC 5$0 03/31/2020
     EVV5$0 03/31/2020
Carmichael Hill & Associates Inc.15$0 03/31/2020
     EVV15$0 03/31/2020

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

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