EVT — Institutional owners (13F)

163 filers · $389.0M 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
RAYMOND JAMES FINANCIAL INC $28,250,437 1,020,608 7.26% Shares
MORGAN STANLEY $27,443,099 991,440 7.06% Shares
1607 Capital Partners, LLC $26,211,631 946,952 6.74% Shares
UBS Group AG $24,981,920 902,526 6.42% Shares
BANK OF AMERICA CORP /DE/ $22,633,784 817,695 5.82% Shares
McGowan Group Asset Management, Inc. $21,511,479 777,149 5.53% Shares
WELLS FARGO & COMPANY/MN $21,137,383 763,634 5.43% Shares
Joel Isaacson & Co., LLC $20,131,787 727,304 5.18% Shares
LPL Financial LLC $14,901,914 538,364 3.83% Shares
Stratos Wealth Partners, LTD. $12,004,434 433,686 3.09% Shares
Karpus Management, Inc. $11,424,117 412,721 2.94% Shares
GUGGENHEIM CAPITAL LLC $10,396,193 375,585 2.67% Shares
Kingstone Capital Partners Texas, LLC $10,227,508 369,491 2.63% Shares
OSAIC HOLDINGS, INC. $8,694,247 314,076 2.24% Shares
Private Advisor Group, LLC $6,839,687 247,099 1.76% Shares
Advisors Asset Management, Inc. $6,686,952 265,566 1.72% Shares
AMERIPRISE FINANCIAL INC $6,362,452 229,857 1.64% Shares
Rockefeller Capital Management L.P. $5,768,814 208,410 1.48% Shares
ROYAL BANK OF CANADA $5,437,000 196,431 1.40% Shares
Cetera Investment Advisers $4,785,258 172,878 1.23% Shares
Steward Partners Investment Advisory, LLC $4,405,576 159,161 1.13% Shares
FIRST TRUST ADVISORS LP $4,325,859 156,281 1.11% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,211,831 153,941 1.08% Shares
&PARTNERS $4,054,279 146,491 1.04% Shares
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $3,566,153 128,835 0.92% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,327,117 120,199 0.86% Shares
NewEdge Advisors, LLC $3,325,380 120,137 0.85% Shares
Spire Wealth Management $3,199,781 115,599 0.82% Shares
Formidable Asset Management, LLC $2,753,553 112,161 0.71% Shares
Allspring Global Investments Holdings, LLC $2,724,044 98,412 0.70% Shares
Sanctuary Advisors, LLC $2,575,131 93,032 0.66% Shares
MRA Advisory Group $2,467,324 89,137 0.63% Shares
PMG Family Office LLC $2,278,341 82,310 0.59% Shares
1776 Wealth LLC $2,111,596 76,286 0.54% Shares
Accel Wealth Management $2,028,582 82,631 0.52% Shares
HighTower Advisors, LLC $1,984,504 71,694 0.51% Shares
Samalin Investment Counsel, LLC $1,793,416 64,791 0.46% Shares
PNC Financial Services Group, Inc. $1,552,349 56,082 0.40% Shares
MML INVESTORS SERVICES, LLC $1,391,708 50,278 0.36% Shares
STIFEL FINANCIAL CORP $1,319,133 47,657 0.34% Shares
Meridian Wealth Management, LLC $1,277,097 46,138 0.33% Shares
Saba Capital Management, L.P. $1,222,598 44,169 0.31% Shares
Founders Financial Alliance, LLC $1,114,435 40,261 0.29% Shares
Mariner, LLC $1,097,557 39,652 0.28% Shares
HOLLENCREST CAPITAL MANAGEMENT $981,256 35,450 0.25% Shares
Prospera Financial Services Inc $953,005 34,428 0.25% Shares
Creative Planning $846,095 30,567 0.22% Shares
Snowden Capital Advisors LLC $772,253 27,899 0.20% Shares
Focus Partners Wealth $764,439 27,617 0.20% Shares
Sowell Financial Services LLC $756,965 27,347 0.19% Shares
True North Advisors, LLC $747,360 27,000 0.19% Shares
Baird Financial Group, Inc. $741,547 26,790 0.19% Shares
Cornerstone Wealth Management, LLC $728,137 26,306 0.19% Shares
Sequoia Financial Advisors, LLC $714,587 25,816 0.18% Shares
XTX Topco Ltd $709,466 25,631 0.18% Shares
Corient Private Wealth LP $704,123 25,438 0.18% Shares
AQR CAPITAL MANAGEMENT LLC $699,584 25,274 0.18% Shares
Live Oak Private Wealth LLC $680,624 24,589 0.17% Shares
COMMONS CAPITAL, LLC $665,167 24,031 0.17% Shares
DENVER WEALTH MANAGEMENT, INC. $663,878 23,984 0.17% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $602,567 21,769 0.15% Shares
Summit Investment Advisory Services, LLC $545,829 19,719 0.14% Shares
INSIGNEO ADVISORY SERVICES, LLC $539,760 19,500 0.14% Shares
JGP Wealth Management, LLC $524,204 18,938 0.13% Shares
Prime Capital Investment Advisors, LLC $521,886 18,854 0.13% Shares
DAVENPORT & Co LLC $514,820 18,599 0.13% Shares
ENVESTNET ASSET MANAGEMENT INC $508,531 18,372 0.13% Shares
H D Vest Advisory Services $479,809 19,909 0.12% Shares
AlphaCore Capital LLC $477,251 17,242 0.12% Shares
Summit Financial, LLC $466,270 16,845 0.12% Shares
Wealth Alliance Advisory Group, LLC $460,512 16,637 0.12% Shares
Heritage Trust Co $439,420 15,875 0.11% Shares
Advisors Capital Management, LLC $421,511 15,228 0.11% Shares
Richmond Investment Services, LLC $418,159 15,107 0.11% Shares
Fiduciary Trust Co $416,501 15,047 0.11% Shares
Beacon Pointe Advisors, LLC $413,623 14,943 0.11% Shares
JANE STREET GROUP, LLC $402,717 14,549 0.10% Shares
Allworth Financial LP $382,873 13,832 0.10% Shares
Kingsview Wealth Management, LLC $381,969 13,799 0.10% Shares
Johnson & White Wealth Management, LLC $374,098 13,515 0.10% Shares
MGO ONE SEVEN LLC $373,448 13,492 0.10% Shares
Cerity Partners LLC $369,793 13,359 0.10% Shares
EP Wealth Advisors, LLC $365,856 13,217 0.09% Shares
Stonebridge Financial Planning Group, LLC $359,840 13,000 0.09% Shares
Abel Hall, LLC $359,840 13,000 0.09% Shares
STEVENS CAPITAL PARTNERS $359,840 13,000 0.09% Shares
Concurrent Investment Advisors, LLC $358,252 12,943 0.09% Shares
OPPENHEIMER & CO INC $353,031 12,754 0.09% Shares
Financial Security Advisor, Inc. $346,000 12,500 0.09% Shares
HBK Sorce Advisory LLC $334,006 11,650 0.09% Shares
Atria Wealth Solutions, Inc. $330,465 13,712 0.08% Shares
Kovack Advisors, Inc. $327,450 11,783 0.08% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $305,776 11,047 0.08% Shares
Dynamic Advisor Solutions LLC $302,127 10,915 0.08% Shares
North Star Investment Management Corp. $301,546 10,894 0.08% Shares
CWM, LLC $297,095 12,102 0.08% Shares
HANCOCK WHITNEY CORP $295,152 10,663 0.08% Shares
MGB Wealth Management, LLC $288,739 11,467 0.07% Shares
World Investment Advisors $281,838 11,279 0.07% Shares
Harbour Wealth Management Group, Inc. $280,454 10,132 0.07% Shares
Cresset Asset Management, LLC $277,290 10,018 0.07% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $276,800 10,000 0.07% Shares
Axiom Investment Management LLC $275,654 9,960 0.07% Shares
CITADEL ADVISORS LLC $269,631 9,741 0.07% Shares
SMH CAPITAL ADVISORS INC $258,726 9,347 0.07% Shares
Dakota Wealth Management $249,259 9,005 0.06% Shares
WOLVERINE ASSET MANAGEMENT LLC $245,605 8,873 0.06% Shares
VISTA INVESTMENT PARTNERS II, LLC $235,169 8,496 0.06% Shares
Next Level Private LLC $229,426 8,288 0.06% Shares
COMMERCE BANK $221,440 8,000 0.06% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $208,292 7,525 0.05% Shares
NorthStar Asset Management LLC /NJ/ $204,790 7,398 0.05% Shares
STEPHENS INC /AR/ $200,929 7,259 0.05% Shares
PRIVATE TRUST CO NA $145,819 5,268 0.04% Shares
Institute for Wealth Management, LLC. $141,390 5,108 0.04% Shares
LANARK FINANCIAL, INC. $134,248 4,850 0.03% Shares
COMERICA BANK $130,885 5,198 0.03% Shares
Birchwood Financial Partners, Inc. $102,001 3,685 0.03% Shares
HARBOUR INVESTMENTS, INC. $95,496 3,450 0.02% Shares
FIFTH THIRD BANCORP $87,441 3,159 0.02% Shares
CoreCap Advisors, LLC $86,334 3,119 0.02% Shares
Geneos Wealth Management Inc. $81,933 2,960 0.02% Shares
Investors Research Corp $77,210 3,145 0.02% Shares
Bank & Trust Co $66,997 2,729 0.02% Shares
Parvin Asset Management, LLC $65,048 2,350 0.02% Shares
Salomon & Ludwin, LLC $56,914 2,048 0.01% Shares
BOK Financial Private Wealth, Inc. $47,582 1,719 0.01% Shares
ORG Partners LLC $43,863 1,742 0.01% Shares
GAMMA Investing LLC $41,520 1,500 0.01% Shares
IFP Advisors, Inc $41,520 1,500 0.01% Shares
MARYLAND CAPITAL ADVISORS INC. $38,227 1,381 0.01% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $34,434 1,244 0.01% Shares
CIBC Private Wealth Group LLC $29,389 1,202 0.01% Shares
N.E.W. Advisory Services LLC $28,191 1,018 0.01% Shares
Keating Financial Advisory Services, Inc. $28,087 1,015 0.01% Shares
Farther Finance Advisors, LLC $25,454 920 0.01% Shares
Concord Wealth Partners $24,220 875 0.01% Shares
Caldwell Trust Co $22,587 816 0.01% Shares
Atlantic Union Bankshares Corp $22,144 800 0.01% Shares
Kennebec Savings Bank $22,033 796 0.01% Shares
EverSource Wealth Advisors, LLC $19,376 700 0.00% Shares
ARMSTRONG ADVISORY GROUP, INC $16,266 588 0.00% Shares
Community Financial Services Group, LLC $13,895 500 0.00% Shares
Kilter Group LLC $13,840 500 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13,812 499 0.00% Shares
Vermillion Wealth Management, Inc. $12,151 439 0.00% Shares
Bruce G. Allen Investments, LLC $11,764 425 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $9,707 359 0.00% Shares
Ascentis Independent Advisors $8,442 305 0.00% Shares
MB, LEVIS & ASSOCIATES, LLC $5,564 201 0.00% Shares
ASSETMARK, INC $4,650 168 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,109 76,194 0.00% Shares
Janney Montgomery Scott LLC $1,564 56,486 0.00% Shares
Gunpowder Capital Management, LLC dba Oliver Wealth Management $1,208 43 0.00% Shares
Tower Research Capital LLC (TRC) $720 26 0.00% Shares
SHIKIAR ASSET MANAGEMENT INC $554 20,000 0.00% Shares
WEDBUSH SECURITIES INC $331 11,973 0.00% Shares
IFG Advisory, LLC $258 9 0.00% Shares
PlanVest Financial, Inc $214 8 0.00% Shares
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $209 7,550 0.00% Shares
HUNTINGTON NATIONAL BANK $28 1 0.00% Shares
BlackRock, Inc. $14 1 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $0 2 0.00% Shares