HoldingsChannel.com
Funds Holding EVV
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley7,094,238$93,999 12/31/2019
     EVV7,094,238$93,999 12/31/2019
Saba Capital Management L.P.6,580,946$87,198 12/31/2019
     EVV6,580,946$87,198 12/31/2019
Sit Investment Associates Inc.6,223,314$82,459 12/31/2019
     EVV6,223,314$82,459 12/31/2019
Rivernorth Capital Management LLC4,935,575$65,396 12/31/2019
     EVV4,935,575$65,396 12/31/2019
UBS Group AG3,656,568$48,450 12/31/2019
     EVV3,656,568$48,450 12/31/2019
Sunbelt Securities Inc.13,444$44,533 12/31/2019
     EVV13,444$44,533 12/31/2019
Relative Value Partners Group LLC3,217,913$42,637 12/31/2019
     EVV3,217,913$42,637 12/31/2019
1607 Capital Partners LLC2,593,878$34,369 12/31/2019
     EVV2,593,878$34,369 12/31/2019
Invesco Ltd.1,769,354$23,444 12/31/2019
     EVV1,769,354$23,444 12/31/2019
Parametric Portfolio Associates LLC1,631,952$21,623 12/31/2019
     EVV1,631,952$21,623 12/31/2019
Chicago Partners Investment Group LLC1,133,701$15,078 12/31/2019
     EVV1,133,701$15,078 12/31/2019
Penserra Capital Management LLC795,418$10,579 12/31/2019
     EVV795,418$10,579 12/31/2019
Thomas J. Herzfeld Advisors Inc.688,917$9,128 12/31/2019
     EVV688,917$9,128 12/31/2019
Cohen & Steers Inc.617,549$8,183 12/31/2019
     EVV617,549$8,183 12/31/2019
Bank of America Corp DE610,729$8,092 12/31/2019
     EVV610,729$8,092 12/31/2019
Apriem Advisors609,457$8,075 12/31/2019
     EVV609,457$8,075 12/31/2019
Wells Fargo & Company MN602,606$7,984 12/31/2019
     EVV602,606$7,984 12/31/2019
Camelot Portfolios LLC534,597$7,083 12/31/2019
     EVV534,597$7,083 12/31/2019
Bank of Montreal Can426,000$5,645 12/31/2019
     EVV426,000$5,645 12/31/2019
Royal Bank of Canada400,993$5,313 12/31/2019
     EVV400,993$5,313 12/31/2019
LPL Financial LLC347,492$4,604 12/31/2019
     EVV347,492$4,604 12/31/2019
Cetera Advisors LLC341,310$4,513 12/31/2019
     EVV341,310$4,513 12/31/2019
Ladenburg Thalmann Financial Services Inc.337,340$4,470 12/31/2019
     EVV337,340$4,470 12/31/2019
Commonwealth Equity Services LLC325,330$4,310 12/31/2019
     EVV325,330$4,310 12/31/2019
Zazove Associates LLC312,798$4,145 12/31/2019
     EVV312,798$4,145 12/31/2019
Guggenheim Capital LLC295,750$3,919 12/31/2019
     EVV295,750$3,919 12/31/2019
First Foundation Advisors256,688$3,401 12/31/2019
     EVV256,688$3,401 12/31/2019
IHT Wealth Management LLC251,322$3,330 12/31/2019
     EVV251,322$3,330 12/31/2019
Vivaldi Capital Management LLC208,544$2,763 12/31/2019
     EVV208,544$2,763 12/31/2019
Howard Wealth Management LLC205,872$2,727 12/31/2019
     EVV205,872$2,727 12/31/2019
Shaker Financial Services LLC204,017$2,703 12/31/2019
     EVV204,017$2,703 12/31/2019
Quadrant Private Wealth Management LLC191,604$2,539 12/31/2019
     EVV191,604$2,539 12/31/2019
Creative Planning186,331$2,469 12/31/2019
     EVV186,331$2,469 12/31/2019
Ameriprise Financial Inc.183,423$2,431 12/31/2019
     EVV183,423$2,431 12/31/2019
Coastal Bridge Advisors LLC167,861$2,224 12/31/2019
     EVV167,861$2,224 12/31/2019
Truist Financial Corp167,273$2,216 12/31/2019
     EVV167,273$2,216 12/31/2019
Aviance Capital Partners LLC155,396$2,059 12/31/2019
     EVV155,396$2,059 12/31/2019
Westbourne Investment Advisors Inc.151,913$2,013 12/31/2019
     EVV151,913$2,013 12/31/2019
Raymond James Financial Services Advisors Inc.150,407$1,993 12/31/2019
     EVV150,407$1,993 12/31/2019
Clough Capital Partners L P139,100$1,843 12/31/2019
     EVV139,100$1,843 12/31/2019
Independent Advisor Alliance136,986$1,815 12/31/2019
     EVV136,986$1,815 12/31/2019
Suntrust Banks Inc.139,798$1,747 09/30/2019
     EVV139,798$1,747 09/30/2019
Raymond James & Associates119,161$1,579 12/31/2019
     EVV119,161$1,579 12/31/2019
Selway Asset Management118,133$1,565 12/31/2019
     EVV118,133$1,565 12/31/2019
HighTower Advisors LLC117,908$1,565 12/31/2019
     EVV117,908$1,565 12/31/2019
Merit Financial Group LLC91,393$1,211 12/31/2019
     EVV91,393$1,211 12/31/2019
First Allied Advisory Services Inc.89,154$1,185 12/31/2019
     EVV89,154$1,185 12/31/2019
Cambridge Investment Research Advisors Inc.84,694$1,122 12/31/2019
     EVV84,694$1,122 12/31/2019
Mariner Investment Group LLC83,000$1,100 12/31/2019
     EVV83,000$1,100 12/31/2019
Arete Wealth Advisors LLC82,176$1,089 12/31/2019
     EVV82,176$1,089 12/31/2019
Crow Point Partners LLC81,045$1,071 12/31/2019
     EVV81,045$1,071 12/31/2019
Robinson Capital Management LLC79,525$1,054 12/31/2019
     EVV79,525$1,054 12/31/2019
Evergreen Capital Management LLC77,441$1,026 12/31/2019
     EVV77,441$1,026 12/31/2019
Janney Montgomery Scott LLC66,998$888 12/31/2019
     EVV66,998$888 12/31/2019
Wedbush Securities Inc.64,268$852 12/31/2019
     EVV64,268$852 12/31/2019
Cahill Financial Advisors Inc.61,784$819 12/31/2019
     EVV61,784$819 12/31/2019
Pointe Capital Management LLC60,778$805 12/31/2019
     EVV60,778$805 12/31/2019
EWG Elevate Inc.57,137$757 12/31/2019
     EVV57,137$757 12/31/2019
BB&T Securities LLC59,316$743 09/30/2019
     EVV59,316$743 09/30/2019
BerganKDV Wealth Management LLC55,527$736 12/31/2019
     EVV55,527$736 12/31/2019
Advisor Group Inc.52,609$697 12/31/2019
     EVV52,609$697 12/31/2019
Envestnet Asset Management Inc.50,298$666 12/31/2019
     EVV50,298$666 12/31/2019
Capital Investment Advisors LLC48,102$637 12/31/2019
     EVV48,102$637 12/31/2019
Citigroup Inc.46,657$618 12/31/2019
     EVV46,657$618 12/31/2019
FNY Investment Advisers LLC46,586$617 12/31/2019
     EVV46,586$617 12/31/2019
Park Avenue Securities LLC41,933$556 12/31/2019
     EVV41,933$556 12/31/2019
Community Capital Management Inc.40,000$530 12/31/2019
     EVV40,000$530 12/31/2019
Infrastructure Capital Advisors LLC38,000$504 12/31/2019
     EVV38,000$504 12/31/2019
Mid Atlantic Financial Management Inc. ADV37,621$498 12/31/2019
     EVV37,621$498 12/31/2019
Squar Milner Financial Services LLC36,824$487 12/31/2019
     EVV36,824$487 12/31/2019
ProVise Management Group LLC34,212$453 12/31/2019
     EVV34,212$453 12/31/2019
Staley Capital Advisers Inc.33,179$440 12/31/2019
     EVV33,179$440 12/31/2019
Pin Oak Investment Advisors Inc.32,300$428 12/31/2019
     EVV32,300$428 12/31/2019
Conning Inc.32,079$425 12/31/2019
     EVV32,079$425 12/31/2019
Quad Cities Investment Group LLC31,364$415 12/31/2019
     EVV31,364$415 12/31/2019
Oarsman Capital Inc.30,696$407 12/31/2019
     EVV30,696$407 12/31/2019
Oppenheimer & Co. Inc.29,623$393 12/31/2019
     EVV29,623$393 12/31/2019
Sowell Financial Services LLC29,276$388 12/31/2019
     EVV29,276$388 12/31/2019
Stephens Inc. AR29,199$387 12/31/2019
     EVV29,199$387 12/31/2019
Stifel Financial Corp28,103$371 12/31/2019
     EVV28,103$371 12/31/2019
Sigma Planning Corp27,922$370 12/31/2019
     EVV27,922$370 12/31/2019
Powell Investment Advisors LLC24,850$329 12/31/2019
     EVV24,850$329 12/31/2019
Flagship Harbor Advisors LLC23,992$318 12/31/2019
     EVV23,992$318 12/31/2019
Fort Washington Investment Advisors Inc. OH23,900$317 12/31/2019
     EVV23,900$317 12/31/2019
Rock Point Advisors LLC23,195$307 12/31/2019
     EVV23,195$307 12/31/2019
Shepherd Kaplan Krochuk LLC21,770$288 12/31/2019
     EVV21,770$288 12/31/2019
City of London Investment Management Co. Ltd.21,624$286 12/31/2019
     EVV21,624$286 12/31/2019
Eaton Vance Management20,763$275 12/31/2019
     EVV20,763$275 12/31/2019
Fiera Capital Corp20,208$268 12/31/2019
     EVV20,208$268 12/31/2019
Baird Financial Group Inc.17,935$238 12/31/2019
     EVV17,935$238 12/31/2019
National Asset Management Inc.17,762$236 12/31/2019
     EVV17,762$236 12/31/2019
Usca Ria LLC17,189$228 12/31/2019
     EVV17,189$228 12/31/2019
Beck Mack & Oliver LLC16,800$223 12/31/2019
     EVV16,800$223 12/31/2019
US Bancorp DE16,600$220 12/31/2019
     EVV16,600$220 12/31/2019
AdvisorNet Financial Inc15,677$208 12/31/2019
     EVV15,677$208 12/31/2019
Horizon Kinetics Asset Management LLC15,594$207 12/31/2019
     EVV15,594$207 12/31/2019
David R. Rahn & Associates Inc.15,305$203 12/31/2019
     EVV15,305$203 12/31/2019
WealthTrust Axiom LLC14,850$196 12/31/2019
     EVV14,850$196 12/31/2019
Meristem Family Wealth LLC14,400$191 12/31/2019
     EVV14,400$191 12/31/2019
Private Advisor Group LLC13,737$182 12/31/2019
     EVV13,737$182 12/31/2019
Good Life Advisors LLC13,726$179 12/31/2019
     EVV13,726$179 12/31/2019
Weather Gauge Advisory LLC13,510$179 12/31/2019
     EVV13,510$179 12/31/2019
Chapwood Capital Investment Management LLC13,478$179 12/31/2019
     EVV13,478$179 12/31/2019
Western Wealth Management LLC13,425$178 12/31/2019
     EVV13,425$178 12/31/2019
Clear Creek Financial Management LLC13,187$176 12/31/2019
     EVV13,187$176 12/31/2019
Hollencrest Capital Management13,209$175 12/31/2019
     EVV13,209$175 12/31/2019
Claro Advisors LLC12,672$168 12/31/2019
     EVV12,672$168 12/31/2019
Proequities Inc.12,449$165 12/31/2019
     EVV12,449$165 12/31/2019
Ford Financial Group Inc.12,410$164 12/31/2019
     EVV12,410$164 12/31/2019
Dfpg Investments LLC12,045$161 12/31/2019
     EVV12,045$161 12/31/2019
We Are One Seven LLC11,417$151 12/31/2019
     EVV11,417$151 12/31/2019
Wade G W & Inc.10,994$146 12/31/2019
     EVV10,994$146 12/31/2019
Seizert Capital Partners LLC10,012$133 12/31/2019
     EVV10,012$133 12/31/2019
Advisors Asset Management Inc.9,253$123 12/31/2019
     EVV9,253$123 12/31/2019
Steward Partners Investment Advisory LLC8,737$115 12/31/2019
     EVV8,737$115 12/31/2019
Clear Harbor Asset Management LLC8,250$109 12/31/2019
     EVV8,250$109 12/31/2019
Northwestern Mutual Wealth Management Co.5,961$79 12/31/2019
     EVV5,961$79 12/31/2019
Edge Wealth Management LLC5,175$68 12/31/2019
     EVV5,175$68 12/31/2019
Optimum Investment Advisors4,500$60 12/31/2019
     EVV4,500$60 12/31/2019
Winslow Evans & Crocker Inc.4,110$56 12/31/2019
     EVV4,110$56 12/31/2019
Ameritas Investment Company LLC4,090$54 12/31/2019
     EVV4,090$54 12/31/2019
Advantage Investment Management LLC4,100$51 09/30/2019
     EVV4,100$51 09/30/2019
Huntington National Bank3,330$44 12/31/2019
     EVV3,330$44 12/31/2019
Advisory Services Network LLC2,833$38 12/31/2019
     EVV2,833$38 12/31/2019
Wealthcare Advisory Partners LLC2,307$31 12/31/2019
     EVV2,307$31 12/31/2019
Rehmann Capital Advisory Group2,362$30 09/30/2019
     EVV2,362$30 09/30/2019
Barrett Asset Management LLC2,000$27 12/31/2019
     EVV2,000$27 12/31/2019
First Manhattan Co.2,000$26 12/31/2019
     EVV2,000$26 12/31/2019
Massmutual Trust Co. FSB ADV2,000$25 09/30/2019
     EVV2,000$25 09/30/2019
Carmichael Hill & Associates Inc.1,765$23 12/31/2019
     EVV1,765$23 12/31/2019
Whittier Trust Co.1,597$21 12/31/2019
     EVV1,597$21 12/31/2019
Bogart Wealth LLC1,582$21 12/31/2019
     EVV1,582$21 12/31/2019
Benjamin F. Edwards & Company Inc.1,543$20 12/31/2019
     EVV1,543$20 12/31/2019
Panagora Asset Management Inc.1,265$17 12/31/2019
     EVV1,265$17 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC1,250$16 12/31/2019
     EVV1,250$16 12/31/2019
NEXT Financial Group Inc1,123$15 12/31/2019
     EVV1,123$15 12/31/2019
TRUE Private Wealth Advisors1,000$13 12/31/2019
     EVV1,000$13 12/31/2019
Ellis Investment Partners LLC853$11 12/31/2019
     EVV853$11 12/31/2019
Northern Trust Corp74,018$10 12/31/2019
     EVV74,018$10 12/31/2019
Coastal Investment Advisors Inc.787$10 12/31/2019
     EVV787$10 12/31/2019
PNC Financial Services Group Inc.674$9 12/31/2019
     EVV674$9 12/31/2019
Peddock Capital Advisors LLC700$9 12/31/2019
     EVV700$9 12/31/2019
Arkadios Wealth Advisors500$7 12/31/2019
     EVV500$7 12/31/2019
Anderson Fisher LLC228$3 12/31/2019
     EVV228$3 12/31/2019
CWM LLC86$1 12/31/2019
     EVV86$1 12/31/2019
Focused Wealth Management Inc112$1 12/31/2019
     EVV112$1 12/31/2019
Tower Research Capital LLC TRC 5$0 12/31/2019
     EVV5$0 12/31/2019
Financial Gravity Wealth Inc.1$0 09/30/2019
     EVV1$0 09/30/2019

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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