% of shares outstanding is not shown for EVF: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EVF in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 916,968916,968 | $5M | — | ADD 2% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 797,107797,107 | $4M | — | ADD 12% |
| 3 | WOLVERINE ASSET MANAGEMENT LLC | 491,251491,251 | $2M | — | ADD 19% |
| 4 | Cambridge Investment Research Advisors, Inc. | 367,023367,023 | $2M | — | ADD 2% |
| 5 | GUGGENHEIM CAPITAL LLC | 340,540340,540 | $2M | — | ADD 7% |
| 6 | ICON ADVISERS INC/CO | 307,371307,371 | $2M | — | NEW |
| 7 | Invesco Ltd. | 236,432236,432 | $1M | — | TRIM -8% |
| 8 | Logan Stone Capital, LLC | 169,804169,804 | $847,322 | — | ADD 46% |
| 9 | LOOMIS SAYLES & CO L P | 122,694122,694 | $612,243 | — | NEW |
| 10 | UBS Group AG | 122,678122,678 | $612,163 | — | TRIM -2% |
| 11 | Ethos Financial Group, LLC | 109,439109,439 | $576,744 | — | — |
| 12 | MORGAN STANLEY | 111,696111,696 | $557,365 | — | TRIM -12% |
| 13 | Virtus Investment Advisers, LLC | 98,86598,865 | $493,336 | — | TRIM -13% |
| 14 | MELFA WEALTH MANAGEMENT, INC. | 72,29772,297 | $360,763 | — | ADD 55% |
| 15 | WELLS FARGO & COMPANY/MN | 58,18158,181 | $290,325 | — | ADD 6% |
| 16 | LPL Financial LLC | 50,67150,671 | $252,848 | — | TRIM -13% |
| 17 | Shaker Financial Services, LLC | 48,30948,309 | $241,062 | — | TRIM -48% |
| 18 | Almitas Capital LLC | 42,92442,924 | $214,191 | — | ADD 193% |
| 19 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 38,47138,471 | $191,970 | — | — |
| 20 | SIMON QUICK ADVISORS, LLC | 34,25434,254 | $170,925 | — | NEW |
| 21 | Cetera Investment Advisers | 33,51233,512 | $167,226 | — | TRIM -22% |
| 22 | BANK OF AMERICA CORP /DE/ | 33,18733,187 | $165,606 | — | ADD 9% |
| 23 | RAYMOND JAMES FINANCIAL INC | 29,29729,297 | $146,190 | — | — |
| 24 | Matisse Capital | 27,52727,527 | $137,360 | — | NEW |
| 25 | OSAIC HOLDINGS, INC. | 27,25827,258 | $136,017 | — | ADD 14% |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,94026,940 | $134,431 | — | TRIM -58% |
| 27 | Independent Advisor Alliance | 26,40026,400 | $131,736 | — | NEW |
| 28 | Tactive Advisors, LLC | 25,58925,589 | $127,689 | — | TRIM -6% |
| 29 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 23,30923,309 | $116,312 | — | — |
| 30 | HORIZON KINETICS ASSET MANAGEMENT LLC | 21,73021,730 | $108,433 | — | — |
| 31 | Creative Planning | 20,17120,171 | $100,653 | — | NEW |
| 32 | AMERIPRISE FINANCIAL INC | 20,03720,037 | $99,985 | — | TRIM -7% |
| 33 | Quadrant Private Wealth Management, LLC | 18,60518,605 | $92,839 | — | NEW |
| 34 | AlTi Global, Inc. | 18,54918,549 | $92,560 | — | — |
| 35 | Kestra Advisory Services, LLC | 15,73115,731 | $78,495 | — | ADD 209% |
| 36 | Element Wealth, LLC | 12,65612,656 | $63,153 | — | — |
| 37 | Bedel Financial Consulting, Inc. | 11,96211,962 | $59,690 | — | — |
| 38 | Integrated Wealth Concepts LLC | 11,85711,857 | $59,166 | — | — |
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 10,00010,000 | $49,900 | — | — |
| 40 | Moors & Cabot, Inc. | 10,00010,000 | $49,900 | — | — |
| 41 | Hamrick Investment Counsel, llc | 6,9566,956 | $34,710 | — | NEW |
| 42 | WFA of San Diego, LLC | 6,5056,505 | $32,460 | — | — |
| 43 | Advisory Services Network, LLC | 4,9564,956 | $24,730 | — | NEW |
| 44 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 4,2384,238 | $21,148 | — | — |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,4222,422 | $12,084 | — | TRIM -20% |
| 46 | MAI Capital Management | 2,0382,038 | $10,170 | — | TRIM -2% |
| 47 | ROYAL BANK OF CANADA | 1,2531,253 | $6,000 | — | — |
| 48 | SHP Wealth Management | 1,0001,000 | $4,990 | — | — |
| 49 | HIGHLINE WEALTH PARTNERS LLC | 700700 | $3,493 | — | — |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 535535 | $2,670 | — | — |
| 51 | Rockefeller Capital Management L.P. | 240240 | $1,199 | — | ADD 3% |
| 52 | Farther Finance Advisors, LLC | 201201 | $1,003 | — | ADD 3% |
| 53 | US BANCORP \DE\ | 44 | $20 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | — | — | — | 250K | 896K | 917K | $5M |
| SIT INVESTMENT ASSOCIATES INC | — | — | — | 654K | 715K | 797K | $4M |
| WOLVERINE ASSET MANAGEMENT LLC | — | 64K | 170K | 273K | 414K | 491K | $2M |
| Cambridge Investment Research Advisors, Inc. | 332K | 342K | 357K | 359K | 360K | 367K | $2M |
| GUGGENHEIM CAPITAL LLC | 389K | 288K | 246K | 276K | 318K | 341K | $2M |
| ICON ADVISERS INC/CO | — | — | — | — | — | 307K | $2M |
| Invesco Ltd. | 177K | 233K | 261K | 263K | 258K | 236K | $1M |
| Logan Stone Capital, LLC | — | — | 15K | 19K | 117K | 170K | $847,322 |
| LOOMIS SAYLES & CO L P | — | — | — | — | — | 123K | $612,243 |
| UBS Group AG | 153K | 152K | 135K | 124K | 125K | 123K | $612,163 |
| Ethos Financial Group, LLC | — | 98K | 117K | 122K | 109K | 109K | $576,744 |
| MORGAN STANLEY | 115K | 131K | 128K | 120K | 127K | 112K | $557,365 |
| Virtus Investment Advisers, LLC | — | 168K | 143K | 159K | 114K | 99K | $493,336 |
| MELFA WEALTH MANAGEMENT, INC. | 20K | 20K | 29K | 47K | 47K | 72K | $360,763 |
| WELLS FARGO & COMPANY/MN | 70K | 72K | 78K | 44K | 55K | 58K | $290,325 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ICON ADVISERS INC/CO | +307,371 | $2M | OPEN |
| LOOMIS SAYLES & CO L P | +122,694 | $612,243 | OPEN |
| SIT INVESTMENT ASSOCIATES INC | +82,300 | $410,677 | ADD |
| WOLVERINE ASSET MANAGEMENT LLC | +76,893 | $383,696 | ADD |
| Logan Stone Capital, LLC | +53,274 | $265,837 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | −70,002 | $349,310 | CLOSE |
| Shaker Financial Services, LLC | −44,112 | $220,119 | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −37,673 | $187,988 | TRIM |
| CITADEL ADVISORS LLC | −31,340 | $156,387 | CLOSE |
| STIFEL FINANCIAL CORP | −28,545 | $142,440 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 53 | 4,992,340 | — | $25M |
| 2025-Q4 | 53 | 4,438,335 | — | $23M |
| 2025-Q3 | 51 | 3,460,193 | — | $19M |
| 2025-Q2 | 45 | 2,501,068 | — | $14M |
| 2025-Q1 | 43 | 2,352,787 | — | $14M |
| 2024-Q4 | 36 | 2,038,905 | — | $13M |
| 2024-Q3 | 41 | 2,191,018 | — | $14M |
| 2024-Q2 | 42 | 2,109,746 | — | $13M |
| 2024-Q1 | 43 | 2,287,229 | — | $15M |
| 2023-Q4 | 41 | 2,138,630 | — | $13M |
| 2023-Q3 | 56 | 2,837,409 | — | $17M |
| 2023-Q2 | 59 | 3,191,648 | — | $17M |
| 2023-Q1 | 55 | 3,256,550 | — | $17M |
| 2022-Q4 | 55 | 3,656,581 | — | $19M |
| 2022-Q3 | 51 | 3,514,739 | — | $19M |
| 2022-Q2 | 48 | 3,408,544 | — | $19M |
| 2022-Q1 | 41 | 3,085,788 | — | $20M |
| 2021-Q4 | 46 | 2,801,904 | — | $19M |
| 2021-Q3 | 40 | 3,455,969 | — | $24M |
| 2021-Q2 | 60 | 19,931,082 | — | $136M |
| 2021-Q1 | 62 | 20,410,874 | — | $135M |
| 2020-Q4 | 68 | 21,925,137 | — | $139M |
| 2020-Q3 | 63 | 20,366,379 | — | $120M |
| 2020-Q2 | 69 | 19,720,402 | — | $105M |
| 2020-Q1 | 75 | 17,535,045 | — | $81M |
| 2019-Q4 | 67 | 17,818,270 | — | $114M |
| 2019-Q3 | 69 | 16,277,379 | — | $99M |
| 2019-Q2 | 73 | 16,260,345 | — | $101M |
| 2019-Q1 | 73 | 14,952,037 | — | $92M |
| 2018-Q4 | 72 | 14,195,895 | — | $85M |
| 2018-Q3 | 68 | 11,897,377 | — | $77M |
| 2018-Q2 | 66 | 12,708,605 | — | $82M |
| 2018-Q1 | 61 | 13,078,468 | — | $89M |
| 2017-Q4 | 56 | 14,304,522 | — | $93M |
| 2017-Q3 | 53 | 14,197,641 | — | $94M |
| 2017-Q2 | 51 | 13,793,874 | — | $92M |
| 2017-Q1 | 46 | 13,260,658 | — | $90M |
| 2016-Q4 | 53 | 13,502,712 | — | $90M |
| 2016-Q3 | 53 | 14,092,626 | — | $91M |
| 2016-Q2 | 55 | 13,572,784 | — | $82M |
| 2016-Q1 | 58 | 14,224,656 | — | $82M |
| 2015-Q4 | 58 | 13,371,890 | — | $77M |
| 2015-Q3 | 50 | 12,858,745 | — | $76M |
| 2015-Q2 | 49 | 13,446,704 | — | $84M |
| 2015-Q1 | 56 | 13,081,643 | — | $86M |
| 2014-Q4 | 59 | 13,559,241 | — | $85M |
| 2014-Q3 | 57 | 12,382,089 | — | $81M |
| 2014-Q2 | 57 | 12,139,949 | — | $83M |
| 2014-Q1 | 50 | 11,779,435 | — | $81M |
| 2013-Q4 | 48 | 11,269,949 | — | $78M |
| 2013-Q3 | 43 | 10,014,352 | — | $70M |
| 2013-Q2 | 37 | 9,572,205 | — | $72M |
| 2013-Q1 | 1 | 579,722 | — | $4M |
