EVN — Institutional owners (13F)

89 filers · $83.3M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $13,517,814 1,200,516 16.23% Shares
RAYMOND JAMES FINANCIAL INC $9,758,175 866,623 11.72% Shares
GUGGENHEIM CAPITAL LLC $8,441,419 749,682 10.14% Shares
UBS Group AG $4,434,053 393,788 5.32% Shares
MELFA WEALTH MANAGEMENT, INC. $3,996,802 354,956 4.80% Shares
WELLS FARGO & COMPANY/MN $3,774,943 335,253 4.53% Shares
BANK OF AMERICA CORP /DE/ $3,498,711 310,720 4.20% Shares
LPL Financial LLC $3,257,640 289,311 3.91% Shares
VAN ECK ASSOCIATES CORP $2,904,078 257,911 3.49% Shares
Welch & Forbes LLC $2,317,128 205,784 2.78% Shares
Cetera Investment Advisers $1,910,995 169,715 2.29% Shares
Fiera Capital Corp $1,655,456 147,021 1.99% Shares
Advisors Asset Management, Inc. $1,638,619 152,288 1.97% Shares
OSAIC HOLDINGS, INC. $1,430,086 127,002 1.72% Shares
Kestra Advisory Services, LLC $1,321,772 117,386 1.59% Shares
ProVise Management Group, LLC $1,220,359 108,380 1.47% Shares
Steward Partners Investment Advisory, LLC $1,164,803 103,446 1.40% Shares
Whipplewood Advisors, LLC $1,052,574 93,479 1.26% Shares
Wakefield Asset Management LLLP $992,446 88,139 1.19% Shares
ROYAL BANK OF CANADA $962,000 85,462 1.16% Shares
STIFEL FINANCIAL CORP $772,228 68,582 0.93% Shares
COMMONWEALTH EQUITY SERVICES, LLC $757,760 67,297 0.91% Shares
Summit Trail Advisors, LLC $714,691 63,472 0.86% Shares
NewEdge Advisors, LLC $622,638 55,297 0.75% Shares
InTrack Investment Management Inc $612,531 54,399 0.74% Shares
Capital Investment Advisors, LLC $557,113 49,477 0.67% Shares
Sanctuary Advisors, LLC $517,607 45,969 0.62% Shares
Meadowbrook Wealth Management, LLC $502,271 44,806 0.60% Shares
Baird Financial Group, Inc. $491,094 43,614 0.59% Shares
HighTower Advisors, LLC $420,718 37,364 0.51% Shares
Focus Partners Wealth $398,931 35,429 0.48% Shares
World Investment Advisors $382,699 36,763 0.46% Shares
StoneX Group Inc. $367,639 32,650 0.44% Shares
TRUIST FINANCIAL CORP $334,141 29,675 0.40% Shares
CARY STREET PARTNERS FINANCIAL LLC $328,235 29,151 0.39% Shares
Sequoia Financial Advisors, LLC $304,020 27,000 0.37% Shares
Ashton Thomas Private Wealth, LLC $301,768 26,800 0.36% Shares
ROTHSCHILD INVESTMENT LLC $281,500 25,000 0.34% Shares
Rockefeller Capital Management L.P. $271,058 24,072 0.33% Shares
Chicago Partners Investment Group LLC $219,596 20,504 0.26% Shares
one8zero8, LLC $202,680 18,000 0.24% Shares
D.A. DAVIDSON & CO. $192,001 17,051 0.23% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $182,142 16,176 0.22% Shares
Twelve Points Wealth Management LLC $179,102 15,906 0.22% Shares
GRIMES & Co WEALTH MANAGEMENT, LLC $178,619 15,863 0.21% Shares
HARBOUR INVESTMENTS, INC. $178,212 15,827 0.21% Shares
Concurrent Investment Advisors, LLC $176,399 15,666 0.21% Shares
180 WEALTH ADVISORS, LLC $175,278 15,566 0.21% Shares
Equitable Holdings, Inc. $165,239 14,675 0.20% Shares
JANE STREET GROUP, LLC $159,025 14,123 0.19% Shares
Kingsview Wealth Management, LLC $155,771 13,834 0.19% Shares
Ethos Financial Group, LLC $155,297 14,861 0.19% Shares
Compass Financial Group, INC/SD $153,474 13,630 0.18% Shares
Coquina Private Wealth LLC $153,464 13,629 0.18% Shares
Westview Management dba Westview Investment Advisors $153,406 13,624 0.18% Shares
BAR HARBOR WEALTH MANAGEMENT $151,030 13,413 0.18% Shares
Mariner, LLC $147,579 13,106 0.18% Shares
Mutual Advisors, LLC $147,371 13,088 0.18% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $146,887 13,045 0.18% Shares
SHUFRO ROSE & CO LLC $140,750 12,500 0.17% Shares
SAX WEALTH ADVISORS, LLC $140,337 13,481 0.17% Shares
Belpointe Asset Management LLC $139,996 12,433 0.17% Shares
&PARTNERS $136,534 12,126 0.16% Shares
SIMON QUICK ADVISORS, LLC $121,281 10,771 0.15% Shares
Kapstone Financial Advisors LLC $116,991 10,390 0.14% Shares
Gridiron Partners, LLC $116,248 10,324 0.14% Shares
Abel Hall, LLC $112,600 10,000 0.14% Shares
Arax Advisory Partners $98,751 8,770 0.12% Shares
ARCADIA INVESTMENT MANAGEMENT CORP/MI $85,675 8,230 0.10% Shares
Farther Finance Advisors, LLC $66,143 5,874 0.08% Shares
HOLLENCREST CAPITAL MANAGEMENT $56,075 4,980 0.07% Shares
PNC Financial Services Group, Inc. $50,332 4,470 0.06% Shares
Citizens National Bank Trust Department $50,107 4,450 0.06% Shares
IFG Advisory, LLC $48,418 4,300 0.06% Shares
FIFTH THIRD BANCORP $37,687 3,347 0.05% Shares
DAGCO, INC. $31,910 3,065 0.04% Shares
Cornerstone Planning Group LLC $29,160 2,700 0.04% Shares
GPS Wealth Strategies Group, LLC $27,280 2,535 0.03% Shares
Midway Capital Research & Management $27,024 2,400 0.03% Shares
Ancora Advisors LLC $20,392 1,811 0.02% Shares
Ascentis Wealth Management, LLC $18,826 1,672 0.02% Shares
NATIONAL BANK OF CANADA /FI/ $18,777 1,675 0.02% Shares
ASSETMARK, INC $9,166 814 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $3,378 300 0.00% Shares
Janney Montgomery Scott LLC $2,774 246,352 0.00% Shares
Darwin Wealth Management, LLC $2,252 200 0.00% Shares
IMA Advisory Services, Inc. $1,734 154 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,570 139,420 0.00% Shares
Tidemark, LLC $146 13 0.00% Shares