AI Holders Summary · Q1 2026

75 institutions reported EVI in Q1 2026. ROYCE & ASSOCIATES LP leads at 21.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

ROYCE & ASSOCIATES LP

CIK 0000906304

$18M890K0.18%Q1 2026 02

Broadcrest Asset Management, LLC

CIK 0001749585

$11M338K24.24%Q3 2025 03

Conestoga Capital Advisors, LLC

CIK 0001163744

$10M668K0.21%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$8M388K0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M282K0.00%Q1 2026 06

KING LUTHER CAPITAL MANAGEMENT CORP

CIK 0000310051

$5M225K0.02%Q1 2026 07

COMERICA BANK

CIK 0000901541

$4M151K0.01%Q4 2025 08

FIFTH THIRD BANCORP

CIK 0000035527

$3M151K0.01%Q1 2026 09

FMR LLC

CIK 0000315066

$3M144K0.00%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M143K0.00%Q1 2026 11

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$3M130K0.00%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M128K0.00%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M112K0.00%Q1 2026 14

Empire Life Investments Inc.

CIK 0001640951

$2M153K0.13%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$2M92K0.00%Q1 2026 16

SEI INVESTMENTS CO

CIK 0000350894

$1M66K0.00%Q1 2026 17

North Star Investment Management Corp.

CIK 0001342857

$1M62K0.08%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M52K0.00%Q1 2026 19

Swedbank AB

CIK 0000946431

$978K66K0.00%Q2 2026 20

Pathstone Holdings, LLC

CIK 0002011612

$944K46K0.00%Q1 2026

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