HoldingsChannel.com
| Filer | 12/31/2022 Share Count | 3/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EVF Share Count | ||||
| Ameriprise Financial Inc. | 57,355 | 74,804 | +17,449 | +30.42% |
| Raymond James & Associates | 35,861 | 45,736 | +9,875 | +27.54% |
| Avantax Advisory Services Inc. | 13,911 | 16,789 | +2,878 | +20.69% |
| Janney Montgomery Scott LLC | 14,714 | 16,405 | +1,691 | +11.49% |
| GWM Advisors LLC | 11,900 | 13,200 | +1,300 | +10.92% |
| Cambridge Investment Research Advisors Inc. | 223,426 | 235,666 | +12,240 | +5.48% |
| Raymond James Financial Services Advisors Inc. | 162,415 | 166,582 | +4,167 | +2.57% |
| Element Wealth LLC | 12,235 | 12,400 | +165 | +1.35% |
| Melfa Wealth Management LLC | 19,637 | 19,797 | +160 | +0.81% |
| 13F Filers Reporting New Positions In EVF | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Barrett & Company Inc. | 0 | 4,500 | +4,500 | +100% |
| Wolverine Asset Management LLC | 0 | 2,519 | +2,519 | +100% |
| Tiedemann Advisors LLC | 0 | 18,549 | +18,549 | +100% |
| Arete Wealth Advisors LLC | 0 | 23,812 | +23,812 | +100% |
| EverSource Wealth Advisors LLC | 0 | 59 | +59 | +100% |
| Next Capital Management LLC | 0 | 11,792 | +11,792 | +100% |
| Ameritas Advisory Services LLC | 0 | 5,700 | +5,700 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 700 | 700 | UNCH | 0.00% |
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Stifel Financial Corp | 17,700 | 17,700 | UNCH | 0.00% |
| Harbour Investments Inc. | 1,100 | 1,100 | UNCH | 0.00% |
| Oaktree Capital Management LP | 103,278 | 103,278 | UNCH | 0.00% |
| Horizon Kinetics Asset Management LLC | 21,730 | 21,730 | UNCH | 0.00% |
| First Foundation Advisors | 10,000 | 10,000 | UNCH | 0.00% |
| Northwestern Mutual Wealth Management Co. | 3,086 | 3,086 | UNCH | 0.00% |
| Private Trust Co. NA | 3,000 | 3,000 | UNCH | 0.00% |
| North Star Investment Management Corp. | 6,310 | 6,310 | UNCH | 0.00% |
| Marble Harbor Investment Counsel LLC | 21,500 | 21,500 | UNCH | 0.00% |
| WealthTrust Axiom LLC | 12,797 | 12,797 | UNCH | 0.00% |
| Meridian Investment Counsel Inc. | 73,699 | 73,699 | UNCH | 0.00% |
| Highlander Capital Management LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Institute for Wealth Management LLC. | 10,500 | 10,500 | UNCH | 0.00% |
| Cetera Advisors LLC | 14,500 | 14,500 | UNCH | 0.00% |
| Advisory Services Network LLC | 1,740 | 1,740 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 8,500 | 8,500 | UNCH | 0.00% |
| Wagner Wealth Management LLC | 10,817 | 10,817 | UNCH | 0.00% |
| Bedel Financial Consulting Inc. | 11,962 | 11,962 | UNCH | 0.00% |
| Eudaimonia Partners LLC | 29,493 | 29,493 | UNCH | 0.00% |
| Concord Wealth Partners | 3,000 | 3,000 | UNCH | 0.00% |
| 13F Filers Decreasing EVF Share Count | ||||
| Shaker Financial Services LLC | 99,196 | 16,731 | -82,465 | -83.13% |
| Rivernorth Capital Management LLC | 136,570 | 78,829 | -57,741 | -42.28% |
| Royal Bank of Canada | 35,996 | 22,130 | -13,866 | -38.52% |
| Clough Capital Partners L P | 141,956 | 88,164 | -53,792 | -37.89% |
| Invesco Ltd. | 462,151 | 365,022 | -97,129 | -21.02% |
| LPL Financial LLC | 87,845 | 71,457 | -16,388 | -18.66% |
| Virtus ETF Advisers LLC | 55,036 | 46,947 | -8,089 | -14.70% |
| Advisor Group Holdings Inc. | 49,725 | 42,737 | -6,988 | -14.05% |
| Guggenheim Capital LLC | 382,774 | 331,536 | -51,238 | -13.39% |
| Bank of America Corp DE | 135,997 | 118,983 | -17,014 | -12.51% |
| Cetera Investment Advisers | 24,925 | 22,672 | -2,253 | -9.04% |
| UBS Group AG | 450,855 | 443,810 | -7,045 | -1.56% |
| Wells Fargo & Company MN | 103,267 | 102,582 | -685 | -0.66% |
| Morgan Stanley | 275,561 | 274,079 | -1,482 | -0.54% |
| Capital Investment Advisors LLC | 57,419 | 57,409 | -10 | -0.02% |
| 13F Filers Exiting EVF | ||||
| Carmichael Hill & Associates Inc. | 1,000 | 0 | -1,000 | -100.00% |
| Logan Stone Capital LLC | 29,895 | 0 | -29,895 | -100.00% |
| Susquehanna International Group LLP | 39,861 | 0 | -39,861 | -100.00% |
| Citadel Advisors LLC | 12,510 | 0 | -12,510 | -100.00% |
| CNH Partners LLC | 13,202 | 0 | -13,202 | -100.00% |
| CSS LLC IL | 12,966 | 0 | -12,966 | -100.00% |
See Summary: Institutional Holders of EVF
See Details: Top 10 Hedge Funds Holding EVF
Also See: EVF Insider Buying
