% of shares outstanding is not shown for EVSM: 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 EVSM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.7M | 2.5M | 2.7M | 2.9M | 3.0M | 3.5M | $177M |
| AMERIPRISE FINANCIAL INC | — | — | — | 429K | 577K | 836K | $42M |
| LPL Financial LLC | — | — | 69K | 174K | 253K | 543K | $27M |
| ENVESTNET ASSET MANAGEMENT INC | 79K | 131K | 175K | 247K | 274K | 287K | $14M |
| Garrett Wealth Advisory Group, LLC | — | — | — | 217K | 246K | 257K | $13M |
| &PARTNERS | 81K | 106K | 149K | 187K | 209K | 244K | $12M |
| Sunflower Bank, N.A. | — | — | — | — | 191K | 200K | $10M |
| Tilson Financial Group, Inc. | — | — | — | 170K | 176K | 179K | $9M |
| Farther Finance Advisors, LLC | 6K | 15K | 45K | 104K | 112K | 159K | $8M |
| Sanctuary Advisors, LLC | — | — | 91K | 103K | 112K | 112K | $6M |
| OSAIC HOLDINGS, INC. | 14K | 46K | 56K | 68K | 79K | 107K | $5M |
| Diversified Portfolios, Inc. | — | — | 5K | 24K | 64K | 81K | $4M |
| Summit Financial, LLC | — | — | — | 52K | 66K | 75K | $4M |
| Oasis Advisors, LLC | — | — | — | — | 46K | 835K | $3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | — | 400 | 17K | 60K | $3M |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 91 | 8,965,095 | — | $412M |
| 2025-Q4 | 75 | 6,708,488 | — | $338M |
| 2025-Q3 | 63 | 5,602,522 | — | $283M |
| 2025-Q2 | 44 | 3,841,162 | — | $192M |
| 2025-Q1 | 31 | 3,152,646 | — | $157M |
| 2024-Q4 | 24 | 2,050,644 | — | $102M |
| 2024-Q3 | 17 | 1,489,282 | — | $75M |
| 2024-Q2 | 6 | 1,257,313 | — | $62M |
| 2024-Q1 | 2 | 3,682,317 |
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 | |
|---|---|---|---|
| Oasis Advisors, LLC | +788,509 | $40M | ADD |
| MORGAN STANLEY | +509,474 | $26M | ADD |
| LPL Financial LLC | +289,607 | $15M | ADD |
| AMERIPRISE FINANCIAL INC | +259,253 | $13M | ADD |
| Elequin Capital, LP | +56,315 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Atria Investments, Inc | −76,643 | $4M | TRIM |
| JANE STREET GROUP, LLC | −62,764 | $3M | TRIM |
| Cambridge Investment Research Advisors, Inc. | −40,489 | $2M | TRIM |
| Orion Porfolio Solutions, LLC | −31,449 | $2M | TRIM |
| MML INVESTORS SERVICES, LLC | −26,404 | $1M | TRIM |
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).
| — |
| $184M |
