EVN — Propietarios institucionales (13F)

89 declarantes · $83.3M total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Institución Valor Acciones % de 13F rastreadas Tipo
MORGAN STANLEY $13 517 814 1 200 516 16,23% Acciones
RAYMOND JAMES FINANCIAL INC $9 758 175 866 623 11,72% Acciones
GUGGENHEIM CAPITAL LLC $8 441 419 749 682 10,14% Acciones
UBS Group AG $4 434 053 393 788 5,32% Acciones
MELFA WEALTH MANAGEMENT, INC. $3 996 802 354 956 4,80% Acciones
WELLS FARGO & COMPANY/MN $3 774 943 335 253 4,53% Acciones
BANK OF AMERICA CORP /DE/ $3 498 711 310 720 4,20% Acciones
LPL Financial LLC $3 257 640 289 311 3,91% Acciones
VAN ECK ASSOCIATES CORP $2 904 078 257 911 3,49% Acciones
Welch & Forbes LLC $2 317 128 205 784 2,78% Acciones
Cetera Investment Advisers $1 910 995 169 715 2,29% Acciones
Fiera Capital Corp $1 655 456 147 021 1,99% Acciones
Advisors Asset Management, Inc. $1 638 619 152 288 1,97% Acciones
OSAIC HOLDINGS, INC. $1 430 086 127 002 1,72% Acciones
Kestra Advisory Services, LLC $1 321 772 117 386 1,59% Acciones
ProVise Management Group, LLC $1 220 359 108 380 1,47% Acciones
Steward Partners Investment Advisory, LLC $1 164 803 103 446 1,40% Acciones
Whipplewood Advisors, LLC $1 052 574 93 479 1,26% Acciones
Wakefield Asset Management LLLP $992 446 88 139 1,19% Acciones
ROYAL BANK OF CANADA $962 000 85 462 1,16% Acciones
STIFEL FINANCIAL CORP $772 228 68 582 0,93% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $757 760 67 297 0,91% Acciones
Summit Trail Advisors, LLC $714 691 63 472 0,86% Acciones
NewEdge Advisors, LLC $622 638 55 297 0,75% Acciones
InTrack Investment Management Inc $612 531 54 399 0,74% Acciones
Capital Investment Advisors, LLC $557 113 49 477 0,67% Acciones
Sanctuary Advisors, LLC $517 607 45 969 0,62% Acciones
Meadowbrook Wealth Management, LLC $502 271 44 806 0,60% Acciones
Baird Financial Group, Inc. $491 094 43 614 0,59% Acciones
HighTower Advisors, LLC $420 718 37 364 0,51% Acciones
Focus Partners Wealth $398 931 35 429 0,48% Acciones
World Investment Advisors $382 699 36 763 0,46% Acciones
StoneX Group Inc. $367 639 32 650 0,44% Acciones
TRUIST FINANCIAL CORP $334 141 29 675 0,40% Acciones
CARY STREET PARTNERS FINANCIAL LLC $328 235 29 151 0,39% Acciones
Sequoia Financial Advisors, LLC $304 020 27 000 0,37% Acciones
Ashton Thomas Private Wealth, LLC $301 768 26 800 0,36% Acciones
ROTHSCHILD INVESTMENT LLC $281 500 25 000 0,34% Acciones
Rockefeller Capital Management L.P. $271 058 24 072 0,33% Acciones
Chicago Partners Investment Group LLC $219 596 20 504 0,26% Acciones
one8zero8, LLC $202 680 18 000 0,24% Acciones
D.A. DAVIDSON & CO. $192 001 17 051 0,23% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $182 142 16 176 0,22% Acciones
Twelve Points Wealth Management LLC $179 102 15 906 0,22% Acciones
GRIMES & Co WEALTH MANAGEMENT, LLC $178 619 15 863 0,21% Acciones
HARBOUR INVESTMENTS, INC. $178 212 15 827 0,21% Acciones
Concurrent Investment Advisors, LLC $176 399 15 666 0,21% Acciones
180 WEALTH ADVISORS, LLC $175 278 15 566 0,21% Acciones
Equitable Holdings, Inc. $165 239 14 675 0,20% Acciones
JANE STREET GROUP, LLC $159 025 14 123 0,19% Acciones
Kingsview Wealth Management, LLC $155 771 13 834 0,19% Acciones
Ethos Financial Group, LLC $155 297 14 861 0,19% Acciones
Compass Financial Group, INC/SD $153 474 13 630 0,18% Acciones
Coquina Private Wealth LLC $153 464 13 629 0,18% Acciones
Westview Management dba Westview Investment Advisors $153 406 13 624 0,18% Acciones
BAR HARBOR WEALTH MANAGEMENT $151 030 13 413 0,18% Acciones
Mariner, LLC $147 579 13 106 0,18% Acciones
Mutual Advisors, LLC $147 371 13 088 0,18% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $146 887 13 045 0,18% Acciones
SHUFRO ROSE & CO LLC $140 750 12 500 0,17% Acciones
SAX WEALTH ADVISORS, LLC $140 337 13 481 0,17% Acciones
Belpointe Asset Management LLC $139 996 12 433 0,17% Acciones
&PARTNERS $136 534 12 126 0,16% Acciones
SIMON QUICK ADVISORS, LLC $121 281 10 771 0,15% Acciones
Kapstone Financial Advisors LLC $116 991 10 390 0,14% Acciones
Gridiron Partners, LLC $116 248 10 324 0,14% Acciones
Abel Hall, LLC $112 600 10 000 0,14% Acciones
Arax Advisory Partners $98 751 8 770 0,12% Acciones
ARCADIA INVESTMENT MANAGEMENT CORP/MI $85 675 8 230 0,10% Acciones
Farther Finance Advisors, LLC $66 143 5 874 0,08% Acciones
HOLLENCREST CAPITAL MANAGEMENT $56 075 4 980 0,07% Acciones
PNC Financial Services Group, Inc. $50 332 4 470 0,06% Acciones
Citizens National Bank Trust Department $50 107 4 450 0,06% Acciones
IFG Advisory, LLC $48 418 4 300 0,06% Acciones
FIFTH THIRD BANCORP $37 687 3 347 0,05% Acciones
DAGCO, INC. $31 910 3 065 0,04% Acciones
Cornerstone Planning Group LLC $29 160 2 700 0,04% Acciones
GPS Wealth Strategies Group, LLC $27 280 2 535 0,03% Acciones
Midway Capital Research & Management $27 024 2 400 0,03% Acciones
Ancora Advisors LLC $20 392 1 811 0,02% Acciones
Ascentis Wealth Management, LLC $18 826 1 672 0,02% Acciones
NATIONAL BANK OF CANADA /FI/ $18 777 1 675 0,02% Acciones
ASSETMARK, INC $9 166 814 0,01% Acciones
HIGHLINE WEALTH PARTNERS LLC $3 378 300 0,00% Acciones
Janney Montgomery Scott LLC $2 774 246 352 0,00% Acciones
Darwin Wealth Management, LLC $2 252 200 0,00% Acciones
IMA Advisory Services, Inc. $1 734 154 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $1 570 139 420 0,00% Acciones
Tidemark, LLC $146 13 0,00% Acciones