13F QoQ Ownership Changes
EVGOW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 32 new · 57 added · 118 reduced · 34 exited
New Positions(32)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 344,673 | +344,673 | $1.0M | +$1.0M | — |
| Swiss Life Asset Management Ltd | 344,436 | +344,436 | $1.0M | +$1.0M | — |
| VARCOV Co. | 147,659 | +147,659 | $429.7K | +$429.7K | — |
| XTX Topco Ltd | 53,334 | +53,334 | $155.2K | +$155.2K | — |
| SHERBROOKE PARK ADVISERS LLC | 29,340 | +29,340 | $85.4K | +$85.4K | — |
| BOOTHBAY FUND MANAGEMENT, LLC | 29,250 | +29,250 | $85.1K | +$85.1K | — |
| Abel Hall, LLC | 28,446 | +28,446 | $82.8K | +$82.8K | — |
| Krane Funds Advisors LLC | 26,781 | +26,781 | $77.9K | +$77.9K | — |
| Walleye Trading LLC | 25,700 | +25,700 | $74.8K | +$74.8K | — |
| MIRABELLA FINANCIAL SERVICES LLP | 24,945 | +24,945 | $72.6K | +$72.6K | — |
| Abacus Wealth Partners, LLC | 17,262 | +17,262 | $50.2K | +$50.2K | — |
| Magnetar Financial LLC | 13,129 | +13,129 | $38.2K | +$38.2K | — |
| Forefront Wealth Partners, LLC | 12,870 | +12,870 | $37.5K | +$37.5K | — |
| Sage Investment Advisers LLC | 12,400 | +12,400 | $36.1K | +$36.1K | — |
| Fullerton Advisors, LLC | 12,305 | +12,305 | $35.8K | +$35.8K | — |
| Scientech Research LLC | 12,068 | +12,068 | $35.1K | +$35.1K | — |
| Toroso Investments, LLC | 11,772 | +11,772 | $34.3K | +$34.3K | — |
| Balyasny Asset Management LLC | 10,827 | +10,827 | $31.5K | +$31.5K | — |
| Kestra Advisory Services, LLC | 9,424 | +9,424 | $27.4K | +$27.4K | — |
| Allworth Financial LP | 2,361 | +2,361 | $6.9K | +$6.9K | — |
| NBT BANK N A /NY | 3 | +3 | $3.2K | +$3.2K | — |
| Godfrey Financial Associates, Inc. | 1,000 | +1,000 | $2.9K | +$2.9K | — |
| SageView Advisory Group, LLC | 850 | +850 | $2.5K | +$2.5K | — |
| IFP Advisors, Inc | 522 | +522 | $1.9K | +$1.9K | — |
| TUCKER ASSET MANAGEMENT LLC | 250 | +250 | $728 | +$728 | — |
| KBC Group NV | 191,920 | +191,920 | $558 | +$558 | — |
| Virtu Financial LLC | 46,941 | +46,941 | $137 | +$137 | — |
| Transamerica Financial Advisors, Inc. | 19 | +19 | $55 | +$55 | — |
| Quattro Advisors LLC | 17 | +17 | $49 | +$49 | — |
| SG Americas Securities, LLC | 16,123 | +16,123 | $47 | +$47 | — |
| Dunhill Financial, LLC | 4 | +4 | $12 | +$12 | — |
| FNY Investment Advisers, LLC | 14 | +14 | $0 | $0 | — |
Added To(57)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,038,898 | +261,748 | $32.1M | -$18.9M | 2.4% |
| SIR Capital Management, L.P. | 4,345,531 | +234,500 | $12.6M | -$6.8M | 5.7% |
| SOROS FUND MANAGEMENT LLC | 4,500,000 | +500,000 | $13.1M | -$5.8M | 12.5% |
| GOLDMAN SACHS GROUP INC | 3,912,726 | +850,833 | $11.4M | -$3.1M | 27.8% |
| Invesco Ltd. | 4,424,683 | +2,327,545 | $12.9M | +$3.0M | 111.0% |
| DEUTSCHE BANK AG\ | 1,459,072 | +2,957 | $4.2M | -$2.6M | 0.2% |
| BANK OF AMERICA CORP /DE/ | 2,439,893 | +461,293 | $7.1M | -$2.3M | 23.3% |
| CITADEL ADVISORS LLC | 1,039,711 | +91,379 | $3.0M | -$1.5M | 9.6% |
| Walleye Capital LLC | 871,870 | +39,437 | $2.5M | -$1.4M | 4.7% |
| Point72 Asset Management, L.P. | 683,133 | +52,248 | $2.0M | -$996.2K | 8.3% |
| Bank of New York Mellon Corp | 439,308 | +23,770 | $1.3M | -$687.1K | 5.7% |
| FEDERATED HERMES, INC. | 1,403,686 | +399,997 | $4.1M | -$662.7K | 39.9% |
| Pictet Asset Management Holding SA | 2,273,200 | +996,815 | $6.6M | +$577.7K | 78.1% |
| Verition Fund Management LLC | 300,902 | +11,638 | $875.6K | -$492.6K | 4.0% |
| FIRST TRUST ADVISORS LP | 369,595 | +50,078 | $1.1M | -$435.8K | 15.7% |
| CITIGROUP INC | 255,744 | +183,498 | $744.2K | +$402.5K | 254.0% |
| STATE STREET CORP | 6,346,462 | +2,362,435 | $18.5M | -$376.2K | 59.3% |
| UBS Group AG | 1,043,689 | +475,092 | $3.0M | +$347.7K | 83.5% |
| PharVision Advisers, LLC | 122,843 | +102,754 | $357.5K | +$262.5K | 511.5% |
| WELLS FARGO & COMPANY/MN | 236,806 | +42,005 | $689.1K | -$232.3K | 21.6% |
| RENAISSANCE TECHNOLOGIES LLC | 904,833 | +304,600 | $2.6M | -$206.0K | 50.7% |
| Brevan Howard Capital Management LP | 130,256 | +85,790 | $379.0K | +$168.7K | 192.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 98,738 | +4,090 | $287.3K | -$160.4K | 4.3% |
| IMC-Chicago, LLC | 106,581 | +12,472 | $310.2K | -$135.0K | 13.3% |
| Advisors Asset Management, Inc. | 70,388 | +4,826 | $204.8K | -$105.3K | 7.4% |
| Crawford Fund Management, LLC | 417,500 | +139,000 | $1.2M | -$102.4K | 49.9% |
| Creative Planning | 74,494 | +10,433 | $216.8K | -$86.2K | 16.3% |
| U.S. Capital Wealth Advisors, LLC | 64,800 | +7,500 | $110.7K | -$77.8K | 13.1% |
| ExodusPoint Capital Management, LP | 42,923 | +31,967 | $124.9K | +$73.1K | 291.8% |
| FMR LLC | 35,550 | +26,277 | $103.5K | +$59.6K | 283.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 79,804 | +20,304 | $232.2K | -$49.2K | 34.1% |
| RAYMOND JAMES FINANCIAL INC | 30,336 | +1,346 | $88.3K | -$48.8K | 4.6% |
| BARCLAYS PLC | 224,401 | +42,549 | $819.1K | -$41.1K | 23.4% |
| ProShare Advisors LLC | 23,430 | +1,508 | $68.2K | -$35.5K | 6.9% |
| Pallas Capital Advisors LLC | 19,045 | +45 | $55.4K | -$34.4K | 0.2% |
| DRW Securities, LLC | 39,655 | +6,389 | $115.4K | -$33.9K | 19.2% |
| Vanguard Personalized Indexing Management, LLC | 18,299 | +215 | $53.3K | -$32.3K | 1.2% |
| Caitong International Asset Management Co., Ltd | 9,856 | +9,659 | $28.7K | +$27.7K | 4903.0% |
| VICTORY CAPITAL MANAGEMENT INC | 14,731 | +84 | $42.9K | -$26.4K | 0.6% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 26,798 | +4,926 | $78.0K | -$25.5K | 22.5% |
| Clear Harbor Asset Management, LLC | 46,050 | +12,550 | $134.0K | -$24.4K | 37.5% |
| ADVISOR GROUP HOLDINGS, INC. | 29,181 | +3,050 | $84.9K | -$24.0K | 11.7% |
| Quantinno Capital Management LP | 13,515 | +765 | $39.3K | -$21.0K | 6.0% |
| Russell Investments Group, Ltd. | 11,345 | +191 | $33.0K | -$19.7K | 1.7% |
| Quadrature Capital Ltd | 11,758 | +924 | $34.2K | -$17.1K | 8.5% |
| Ballentine Partners, LLC | 13,765 | +2,331 | $40.1K | -$14.0K | 20.4% |
| Inspire Investing, LLC | 161,966 | +65,238 | $471.3K | +$13.8K | 67.4% |
| Quarry LP | 9,307 | +5,508 | $27.1K | +$9.1K | 145.0% |
| GAMMA Investing LLC | 3,235 | +2,180 | $9.4K | +$4.4K | 206.6% |
| Farther Finance Advisors, LLC | 2,297 | +389 | $6.7K | -$2.3K | 20.4% |
| Dynamic Technology Lab Private Ltd | 25,128 | +9,357 | $73.0K | -$2.0K | 59.3% |
| Atlantic Union Bankshares Corp | 1,191 | +44 | $3.5K | -$2.0K | 3.8% |
| ROTHSCHILD INVESTMENT LLC | 223 | +13 | $649 | -$344 | 6.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 125,170 | +9,132 | $365 | -$184 | 7.9% |
| Parallel Advisors, LLC | 1,204 | +500 | $3.5K | +$174 | 71.0% |
| BESSEMER GROUP INC | 4,167 | +4,110 | $12 | +$12 | 7210.5% |
| Avion Wealth | 1,000 | +450 | $2 | $0 | 81.8% |