AI Holders Summary · Q3 2025

77 institutions reported EVI in Q3 2025. Broadcrest Asset Management, LLC leads at 15.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Broadcrest Asset Management, LLC

CIK 0001749585

$11M338K24.24%Q3 2025 02

ROYCE & ASSOCIATES LP

CIK 0000906304

$10M704K0.08%Q2 2026 03

Conestoga Capital Advisors, LLC

CIK 0001163744

$10M668K0.21%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$5M353K0.00%Q2 2026 05

COMERICA BANK

CIK 0000901541

$4M151K0.01%Q4 2025 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$4M249K0.00%Q2 2026 07

KING LUTHER CAPITAL MANAGEMENT CORP

CIK 0000310051

$3M210K0.01%Q2 2026 08

FMR LLC

CIK 0000315066

$3M188K0.00%Q2 2026 09

FIFTH THIRD BANCORP

CIK 0000035527

$3M175K0.00%Q2 2026 10

Empire Life Investments Inc.

CIK 0001640951

$2M153K0.13%Q2 2026 11

Aristides Capital LLC

CIK 0001595521

$2M134K0.38%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M131K0.00%Q2 2026 13

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$2M128K0.00%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M123K0.00%Q2 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M116K0.00%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$1M93K0.00%Q2 2026 17

CITADEL ADVISORS LLC

CIK 0001423053

$1M76K0.00%Q2 2026 18

Swedbank AB

CIK 0000946431

$978K66K0.00%Q2 2026 19

North Star Investment Management Corp.

CIK 0001342857

$916K62K0.05%Q2 2026 20

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$826K56K0.00%Q2 2026

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