EVV

Institutional Ownership

Top 230 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY9.82MMar 31, 26-183.75K8.45%
SIT INVESTMENT ASSOCIATES INC7.87MMar 31, 26+1.41M6.77%
AMERIPRISE FINANCIAL INC4.82MMar 31, 26+307.74K4.15%
GUGGENHEIM CAPITAL LLC1.82MMar 31, 26+57.80K1.57%
Invesco Ltd.1.68MMar 31, 26+223.21K1.44%
LPL Financial LLC1.10MMar 31, 26-245.84K0.95%
Chicago Partners Investment Group LLC1.06MMar 31, 26+13.22K0.92%
ROYAL BANK OF CANADA995.90KMar 31, 26+19.81K0.86%
Cetera Investment Advisers933.42KMar 31, 26+122.47K0.80%
UBS Group AG717.31KMar 31, 26-49.25K0.62%
Capital Investment Advisors, LLC629.40KMar 31, 26-84.66K0.54%
RAYMOND JAMES FINANCIAL INC591.13KMar 31, 26+71.29K0.51%
Janney Montgomery Scott LLC520.78KMar 31, 26+11.31K0.45%
Cyndeo Wealth Partners, LLC401.24KMar 31, 26-35.89K0.35%
OAK HILL ADVISORS LP390.40KMar 31, 26--0.34%
COHEN & STEERS, INC.375.46KMar 31, 26--0.32%
ADVISOR GROUP HOLDINGS, INC.372.84KMar 31, 26+10.37K0.32%
WELLS FARGO & COMPANY/MN364.05KMar 31, 26+21.59K0.31%
STIFEL FINANCIAL CORP323.06KMar 31, 26+40.72K0.28%
Shaker Financial Services, LLC289.37KMar 31, 26+50.31K0.25%
Kestra Advisory Services, LLC284.29KMar 31, 26+22.79K0.24%
Creative Planning228.60KMar 31, 26+2000.20%
THRIVENT FINANCIAL FOR LUTHERANS225.19KMar 31, 26+14.91K0.19%
Summit Financial, LLC208.21KMar 31, 26+15.79K0.18%
Baird Financial Group, Inc.203.07KMar 31, 26+24.91K0.17%
COMMONWEALTH EQUITY SERVICES, LLC193.11KMar 31, 26-19.22K0.17%
Ethos Financial Group, LLC172.44KMar 31, 26--0.15%
WOLVERINE ASSET MANAGEMENT LLC147.30KMar 31, 26+95.96K0.13%
Aviance Capital Partners, LLC142.54KMar 31, 26+4.63K0.12%
Clear Creek Financial Management, LLC134.54KMar 31, 26-1.36K0.12%
CoreCap Advisors, LLC121.66KMar 31, 26-6.98K0.10%
KENNEDY INVESTMENT GROUP120.45KMar 31, 26-16.36K0.10%
MELFA WEALTH MANAGEMENT, LLC99.61KMar 31, 26-2220.09%
Rockefeller Capital Management L.P.93.93KMar 31, 26-4.88K0.08%
WEDBUSH SECURITIES INC93.63KMar 31, 26+6.93K0.08%
Cambridge Investment Research Advisors, Inc.85.76KMar 31, 26-1.37K0.07%
Colony Group, LLC83.05KMar 31, 26+70.93K0.07%
NWF Advisory Services Inc.81.85KMar 31, 26--0.07%
INDEPENDENT FINANCIAL GROUP, LLC79.29KMar 31, 26+7.01K0.07%
Lido Advisors, LLC68.63KMar 31, 26+7320.06%
FLAGSHIP HARBOR ADVISORS, LLC66.52KMar 31, 26-2.33K0.06%
PIN OAK INVESTMENT ADVISORS INC62.17KMar 31, 26-1.14K0.05%
BENJAMIN EDWARDS INC61.25KMar 31, 26+2400.05%
Merit Financial Group, LLC57.85KMar 31, 26+4960.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC55.77KMar 31, 26-4.31K0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP53.77KMar 31, 26+13.60K0.05%
Future Financial Wealth Managment LLC48.16KMar 31, 26-7380.04%
Pointe Capital Management LLC48.13KMar 31, 26+21.89K0.04%
Advisory Services Network, LLC40.76KMar 31, 26--0.04%
Rock Point Advisors, LLC38.75KMar 31, 26-1000.03%
ENVESTNET ASSET MANAGEMENT INC37.84KMar 31, 26+15.24K0.03%
WEALTH EFFECTS LLC36.09KMar 31, 26+36.09K0.03%
Fortitude Advisory Group L.L.C.34.82KMar 31, 26--0.03%
Mallini Complete Financial Planning LLC34.41KMar 31, 26+3640.03%
CURA WEALTH ADVISORS, LLC34.40KMar 31, 26-9.50K0.03%
FIFTH THIRD BANCORP34.25KMar 31, 26+34.25K0.03%
PFG Investments, LLC31.59KMar 31, 26+3670.03%
Apriem Advisors31.50KMar 31, 26+300.03%
AlphaCore Capital LLC30.00KMar 31, 26-15.33K0.03%
Quad-Cities Investment Group, LLC29.49KMar 31, 26+1260.03%
Mendel Capital Management LLC27.24KMar 31, 26+27.24K0.02%
MML INVESTORS SERVICES, LLC24.31KMar 31, 26+5.28K0.02%
JANE STREET GROUP, LLC24.25KMar 31, 26-128.05K0.02%
CONNING INC.22.45KMar 31, 26--0.02%
Steward Partners Investment Advisory, LLC21.77KMar 31, 26+870.02%
FIRST MERCHANTS CORP21.00KMar 31, 26-30.00K0.02%
B. Riley Wealth Advisors, Inc.20.56KMar 31, 26+970.02%
IAMS WEALTH MANAGEMENT, LLC20.00KMar 31, 26--0.02%
Private Advisor Group, LLC19.77KMar 31, 26--0.02%
BOOTHBAY FUND MANAGEMENT, LLC19.64KMar 31, 26+19.64K0.02%
FIRST FOUNDATION ADVISORS18.61KMar 31, 26--0.02%
NBC SECURITIES, INC.18.30KMar 31, 26+1.00K0.02%
DUDLEY CAPITAL MANAGEMENT, LLC17.38KMar 31, 26--0.01%
Concurrent Investment Advisors, LLC17.18KMar 31, 26--0.01%
STEPHENS INC /AR/17.16KMar 31, 26+7000.01%
WealthTrust Asset Management, LLC16.99KMar 31, 26+16.99K0.01%
OPPENHEIMER & CO INC16.95KMar 31, 26+5.55K0.01%
Bison Wealth, LLC16.85KMar 31, 26--0.01%
Camelot Portfolios, LLC16.62KMar 31, 26-9210.01%
Pathstone Holdings, LLC16.47KMar 31, 26+30.01%
Sandy Cove Advisors, LLC15.60KMar 31, 26--0.01%
Moors & Cabot, Inc.15.34KMar 31, 26-2.98K0.01%
BALYASNY ASSET MANAGEMENT L.P.15.04KMar 31, 26+15.04K0.01%
Cresset Asset Management, LLC14.40KMar 31, 26--0.01%
HARBOUR INVESTMENTS, INC.14.33KMar 31, 26+1.64K0.01%
CI Private Wealth, LLC14.30KMar 31, 26+7360.01%
Onyx Bridge Wealth Group LLC14.13KMar 31, 26+4830.01%
MERCER GLOBAL ADVISORS INC /ADV13.33KMar 31, 26+13.33K0.01%
ProVise Management Group, LLC13.06KMar 31, 26-1.20K0.01%
HOLLENCREST CAPITAL MANAGEMENT12.76KMar 31, 26--0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC12.42KMar 31, 26--0.01%
Cape Investment Advisory, Inc.12.19KMar 31, 26-8150.01%
WealthTrust Axiom LLC11.80KMar 31, 26--0.01%
EASTERN BANK11.00KMar 31, 26-2.00K0.01%
XTX Topco Ltd10.91KMar 31, 26+10.91K0.01%
Ellis Investment Partners, LLC10.90KMar 31, 26+7350.01%
Garden State Investment Advisory Services LLC10.49KMar 31, 26+10.49K0.01%
Apollon Wealth Management, LLC10.25KMar 31, 26--0.01%
Jackson Hole Capital Partners, LLC10.18KMar 31, 26--0.01%
NOMURA HOLDINGS INC10.00KMar 31, 26+10.00K0.01%
MAI Capital Management8.10KMar 31, 26--0.01%
Spire Wealth Management7.84KMar 31, 26--0.01%
Sound Income Strategies, LLC7.27KMar 31, 26+3210.01%
BARRETT & COMPANY, INC.7.00KMar 31, 26--0.01%
CITY HOLDING CO6.00KMar 31, 26--0.01%
IFP Advisors, Inc5.81KMar 31, 26--0.01%
Byrne Asset Management LLC4.75KMar 31, 26--0.00%
Allworth Financial LP4.37KMar 31, 26+90.00%
JONES FINANCIAL COMPANIES LLLP3.54KMar 31, 26+3.54K0.00%
Marshall & Sterling Wealth Advisors Inc.3.40KMar 31, 26--0.00%
Farther Finance Advisors, LLC2.84KMar 31, 26+1.05K0.00%
West Branch Capital LLC2.13KMar 31, 26+310.00%
Crewe Advisors LLC1.79KMar 31, 26+400.00%
Bogart Wealth, LLC1.50KMar 31, 26--0.00%
Legacy Wealth Managment, LLC/ID1.17KMar 31, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC1.00KMar 31, 26--0.00%
CWM, LLC918Mar 31, 26+4990.00%
Smartleaf Asset Management LLC500Mar 31, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.477Mar 31, 26--0.00%
Nova Wealth Management, Inc.304Mar 31, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO272Mar 31, 26-7890.00%
ASSETMARK, INC170Mar 31, 26-9800.00%
EverSource Wealth Advisors, LLC16Mar 31, 26-1.48K0.00%
Tower Research Capital LLC (TRC)1Mar 31, 26+10.00%
Private Wealth Management Group, LLC--Mar 31, 26-130--
CX Institutional--Mar 31, 26-513--
Marex Group plc--Mar 31, 26-17.61K--
Inlight Wealth Management, LLC--Mar 31, 26-583--
Geneos Wealth Management Inc.--Mar 31, 26-645--
HRT FINANCIAL LP--Mar 31, 26-30.11K--
SRS Capital Advisors, Inc.--Mar 31, 26-3.83K--
CITADEL ADVISORS LLC--Mar 31, 26-253.59K--
BARTLETT & CO. WEALTH MANAGEMENT LLC--Mar 31, 26-255--
Turim 21 Investimentos Ltda.--Mar 31, 26-1.80K--
READYSTATE ASSET MANAGEMENT LP--Mar 31, 26-51.18K--
Parallel Advisors, LLC--Mar 31, 26-408--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.--Mar 31, 26-41.35K--
Clearstead Advisors, LLC--Mar 31, 26-16.15K--
HORIZON BANCORP INC /IN/--Mar 31, 26-42--
Strategic Advocates LLC--Mar 31, 26-3.14K--
Concord Wealth Partners--Mar 31, 26-263--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC--Mar 31, 26-206.02K--
KESTRA PRIVATE WEALTH SERVICES, LLC--Mar 31, 26-15.24K--
Williams Jones Wealth Management, LLC.--Mar 31, 26-13.47K--
Cornerstone Wealth Group, LLC--Mar 31, 26-12.46K--
Kanen Wealth Management LLC355.12KDec 31, 25-46.30K0.31%
BANK OF AMERICA CORP /DE/294.99KDec 31, 25-6.07K0.25%
NewEdge Advisors, LLC259.73KDec 31, 25+13.08K0.22%
COMERICA BANK33.90KDec 31, 25+4.18K0.03%
EXCEL SECURITIES & ASSOCIATES, INC.23.00KDec 31, 25+7.00K0.02%
Western Wealth Management, LLC11.16KDec 31, 25+11.16K0.01%
Global Retirement Partners, LLC6.78KDec 31, 25--0.01%
SageView Advisory Group, LLC1.11KDec 31, 25+1.11K0.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-4.11K--
Asset Dedication, LLC--Dec 31, 25-124--
CIBC Private Wealth Group, LLC--Dec 31, 25-2.00K--
Stonegate Investment Group, LLC18.55KSep 30, 25--0.02%
Wela Strategies, Inc.--Sep 30, 25-46.65K--
Atria Wealth Solutions, Inc.28.98KJun 30, 25-15.05K0.02%
Congress Wealth Management LLC / DE /19.77KJun 30, 25--0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP3.00KJun 30, 25+3.00K0.00%
Capital A Wealth Management, LLC--Jun 30, 25-66--
Selway Asset Management59.40KMar 31, 25-1.48K0.05%
RAYMOND JAMES & ASSOCIATES440.39KSep 30, 24-6.27K0.38%
Edmonds Duncan Registered Investment Advisors, LLC256.49KSep 30, 24+21.14K0.22%
Raymond James Financial Services Advisors, Inc.216.09KSep 30, 24+1.37K0.19%
BENJAMIN F. EDWARDS & COMPANY, INC.120.35KJun 30, 24+3.30K0.10%
Relative Value Partners Group, LLC--Jun 30, 24-741.82K--
Cetera Advisors LLC497.55KMar 31, 24+373.38K0.43%
Cetera Advisor Networks LLC124.58KMar 31, 24+13.34K0.11%
CREDIT SUISSE AG/35.00KMar 31, 24-15.00K0.03%
Highlander Capital Management, LLC500Mar 31, 24--0.00%
CAMBRIDGE TRUST CO--Mar 31, 24-600--
WADE G W & INC10.08KDec 31, 23+10.08K0.01%
Baystate Wealth Management LLC1.52KDec 31, 23+1.52K0.00%
Bartlett & Co. LLC255Dec 31, 23--0.00%
PATHSTONE FAMILY OFFICE, LLC20.53KSep 30, 23+20.53K0.02%
Claybrook Capital, LLC19.84KSep 30, 23--0.02%
Sutton Wealth Advisors Inc.12.46KSep 30, 23--0.01%
BerganKDV Wealth Management, LLC23.13KJun 30, 23+8750.02%
Veritable, L.P.17.60KJun 30, 23--0.02%
Kistler-Tiffany Companies, LLC1.70KJun 30, 23+1.70K0.00%
COMPASS FINANCIAL ADVISORS LLC143.40KMar 31, 23+42.00K0.12%
Ahrens Investment Partners LLC1.00KMar 31, 23+1.00K0.00%
EATON VANCE MANAGEMENT20.32KSep 30, 22--0.02%
American Portfolios Advisors14.04KSep 30, 22-9920.01%
B. Riley Wealth Management, Inc.20.47KJun 30, 22+2.52K0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC143.87KMar 31, 22-347.27K0.12%
Meristem Family Wealth, LLC14.40KMar 31, 22--0.01%
NEXT Financial Group, Inc415Dec 31, 21-330.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV72.56KSep 30, 21-10.00K0.06%
BBVA USA--Sep 30, 21-180--
Winslow, Evans & Crocker, Inc.14.71KDec 31, 20+10.60K0.01%
Reby Advisors, LLC1.12KDec 31, 20+1.12K0.00%
First Allied Advisory Services, Inc.82.34KSep 30, 20+8170.07%
Squar Milner Financial Services LLC25.60KMar 31, 20-11.22K0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.337.34KDec 31, 19+8250.29%
Crow Point Partners, LLC81.05KDec 31, 19+13.70K0.07%
Advisor Group, Inc.52.61KDec 31, 19-3.16K0.05%
Chapwood Capital Investment Management, LLC13.48KDec 31, 19+13.48K0.01%
SUNTRUST BANKS INC139.80KSep 30, 19-7410.12%
BB&T SECURITIES, LLC59.32KSep 30, 19+5.12K0.05%
ADVANTAGE INVESTMENT MANAGEMENT, LLC4.10KSep 30, 19--0.00%
NEXT Financial Holdings1.64KMar 31, 19+1.64K0.00%
Horizon Kinetics LLC18.97KDec 31, 18-5.48K0.02%
DEARBORN CAPITAL MANAGEMENT LLC98.00KSep 30, 18-98.00K0.08%
Yellowstone Partners, LLC--Dec 31, 17-17.02K--
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-23.07K--
NATIONAL PLANNING CORP--Dec 31, 17-44.92K--
Commonwealth Equity Services, Inc386.69KJun 30, 17-12.54K0.33%
JANUS HENDERSON INVESTORS US LLC--Mar 31, 17-47.68K--
MSI Financial Services Inc37.12KDec 31, 16-23.49K0.03%
Investors Capital Advisory Services93.81KJun 30, 16-3000.08%
VSR Financial Services, Inc.10.50KJun 30, 16-2.73K0.01%
Gupta Wealth Management LLC18.41KMar 31, 16-2.00K0.02%
SUMMIT CAPITAL MANAGEMENT LLC--Mar 31, 16-30.00K--
MANAGED ACCOUNT ADVISORS LLC36Jun 30, 15+360.00%
Relative Value Partners, LLC1.26MMar 31, 15+19.13K1.09%
COHEN & STEERS CAPITAL MANAGEMENT INC77.74KMar 31, 15+77.74K0.07%
Placemark Investments, Inc.22.12KDec 31, 14+22.12K0.02%
TradeLink Global Equity LLC7.10KDec 31, 14+7.10K0.01%
NEW ENGLAND SECURITIES CORP /MA/1.54KDec 31, 14--0.00%
Gary Goldberg Planning Services Inc1.00KDec 31, 14--0.00%
UBS AG2.92MSep 30, 14+449.62K2.51%
ADAR Investment Management LP10.00KSep 30, 14--0.01%
1919 Investment Counsel, LLC800Sep 30, 14--0.00%
STIFEL NICOLAUS & CO INC \MO\77.20KSep 30, 13-2.59K0.07%
First Allied Securities, Inc.140.19KJun 30, 12+7.92K0.12%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC1.43MJun 30, 10+220.54K1.23%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST--Jun 30, 08-31.06K--