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EVLV Holdings Changes image
This page summarizes the EVLV holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EVLV is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EVLV Share Count
Nelson Van Denburg & Campbell Wealth Management Group LLC 1,113 3,136 +2,023 +181.76%
MCF Advisors LLC 3,549 6,549 +3,000 +84.53%
Key Colony Management LLC 2,781,928 4,577,027 +1,795,099 +64.53%
HB Wealth Management LLC 23,885 35,582 +11,697 +48.97%
Raymond James Financial Services Advisors Inc. 13,760 15,685 +1,925 +13.99%
Brown Advisory Inc. 84,069 91,069 +7,000 +8.33%
Legacy Advisors LLC 11,094 11,674 +580 +5.23%
Sapient Capital LLC 675,336 686,736 +11,400 +1.69%
13F Filers Reporting New Positions In EVLV
Simplex Trading LLC 0 326,925 +326,925 +100%
Cutler Group LP 0 4,971 +4,971 +100%
Sequoia Financial Advisors LLC 0 10,090 +10,090 +100%
13F Filers With Unchanged Share Count
ST Germain D J Co. Inc. 500 500 UNCH 0.00%
Salem Investment Counselors Inc. 4,900 4,900 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 16,223 16,223 UNCH 0.00%
Benjamin F. Edwards & Company Inc. 400 400 UNCH 0.00%
Allworth Financial LP 100 100 UNCH 0.00%
Cranbrook Wealth Management LLC 15,816 15,816 UNCH 0.00%
Steigerwald Gordon & Koch Inc. 150,563 150,563 UNCH 0.00%
Global Retirement Partners LLC 17,000 17,000 UNCH 0.00%
Pasadena Private Wealth LLC 20,000 20,000 UNCH 0.00%
Lake Street Financial LLC 10,000 10,000 UNCH 0.00%
SkyOak Wealth LLC 17,085 17,085 UNCH 0.00%
Worth Financial Advisory Group LLC 10,565 10,565 UNCH 0.00%
GAMMA Investing LLC 4 4 UNCH 0.00%
13F Filers Decreasing EVLV Share Count
Amalgamated Bank 11,042 3,894 -7,148 -64.73%
CWM LLC 364 193 -171 -46.98%
Commonwealth Equity Services LLC 35,133 30,233 -4,900 -13.95%
Principal Financial Group Inc. 14,593 13,523 -1,070 -7.33%
Bank of New York Mellon Corp 409,747 388,996 -20,751 -5.06%
13F Filers Exiting EVLV
McGlone Suttner Wealth Management Inc. 500 0 -500 -100.00%
JJJ Advisors Inc. 10 0 -10 -100.00%

See Summary: Institutional Holders of EVLV
See Details: Top 10 Hedge Funds Holding EVLV
Also See: EVLV Insider Buying

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