EVX — Institutional owners (13F)

52 filers · $23.5M 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
NATIONAL BANK OF CANADA /FI/ $3,764,258 91,512 16.04% Shares
LPL Financial LLC $3,101,482 75,258 13.22% Shares
MORGAN STANLEY $3,096,733 75,143 13.20% Shares
BANK OF AMERICA CORP /DE/ $2,271,321 55,114 9.68% Shares
Perigon Wealth Management, LLC $1,852,361 44,948 7.89% Shares
SeaCrest Wealth Management, LLC $1,113,237 27,013 4.74% Shares
PFG Investments, LLC $945,071 22,932 4.03% Shares
Comprehensive Money Management Services LLC $885,011 21,475 3.77% Shares
Pacific Sun Financial Corp $837,824 20,330 3.57% Shares
UBS Group AG $588,946 14,291 2.51% Shares
ENVESTNET ASSET MANAGEMENT INC $585,004 14,195 2.49% Shares
CAPTRUST FINANCIAL ADVISORS $476,375 11,559 2.03% Shares
Cetera Investment Advisers $464,256 11,265 1.98% Shares
RAYMOND JAMES FINANCIAL INC $418,088 10,145 1.78% Shares
MENORA MIVTACHIM HOLDINGS LTD. $388,745 9,433 1.66% Shares
AMERIPRISE FINANCIAL INC $354,491 8,602 1.51% Shares
TD Waterhouse Canada Inc. $317,598 7,759 1.35% Shares
Kestra Advisory Services, LLC $279,437 6,781 1.19% Shares
Bridge Creek Capital Management LLC $245,350 6,300 1.05% Shares
EP Wealth Advisors, LLC $240,786 5,843 1.03% Shares
Sonoma Allocations LLC $228,221 5,509 0.97% Shares
OSAIC HOLDINGS, INC. $154,135 3,739 0.66% Shares
Global Retirement Partners, LLC $114,738 2,784 0.49% Shares
FMR LLC $86,360 2,096 0.37% Shares
SHP Wealth Management $85,390 2,072 0.36% Shares
GLENMEDE TRUST CO NA $84,482 2,050 0.36% Shares
Glenmede Investment Management, LP $79,835 2,050 0.34% Shares
Steward Partners Investment Advisory, LLC $63,877 1,550 0.27% Shares
ROYAL BANK OF CANADA $50,000 1,212 0.21% Shares
BROWN BROTHERS HARRIMAN & CO $47,393 1,150 0.20% Shares
Farther Finance Advisors, LLC $47,048 1,142 0.20% Shares
Geneos Wealth Management Inc. $40,180 975 0.17% Shares
SOA Wealth Advisors, LLC. $30,664 744 0.13% Shares
Aptus Capital Advisors, LLC $30,043 729 0.13% Shares
WELLS FARGO & COMPANY/MN $24,741 600 0.11% Shares
Ameritas Advisory Services, LLC $15,454 375 0.07% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $8,654 210 0.04% Shares
1 NORTH WEALTH SERVICES LLC $8,242 200 0.04% Shares
Anchor Investment Management, LLC $8,242 200 0.04% Shares
American Capital Advisory, LLC $6,388 155 0.03% Shares
NewEdge Advisors, LLC $5,976 145 0.03% Shares
N.E.W. Advisory Services LLC $4,945 120 0.02% Shares
Rossby Financial, LCC $4,739 115 0.02% Shares
Harel Insurance Investments & Financial Services Ltd. $3,510 85,174 0.01% Shares
Wilmington Savings Fund Society, FSB $2,061 50 0.01% Shares
HARBOUR INVESTMENTS, INC. $1,855 45 0.01% Shares
Capital Analysts, LLC $1,295 31,405 0.01% Shares
CoreCap Advisors, LLC $1,030 25 0.00% Shares
Tidemark, LLC $948 23 0.00% Shares
Bernard Wealth Management Corp. $413 10 0.00% Shares
Cambridge Investment Research Advisors, Inc. $321 7,782 0.00% Shares
Money Design Co.,Ltd. $206 5,371 0.00% Shares