AI Holders Summary · Q1 2026

93 institutions reported EVN in Q1 2026. MORGAN STANLEY leads at 15.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$12M1.1M0.00%Q1 2026 02

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$11M936K0.30%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$9M841K0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M816K0.07%Q1 2026 05

UBS Group AG

CIK 0001610520

$4M404K0.00%Q1 2026 06

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$4M355K2.15%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M343K0.00%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M323K0.00%Q1 2026 09

Janney Montgomery Scott LLC

CIK 0001329948

$3M247K0.01%Q1 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$2M229K0.00%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$2M214K0.00%Q1 2026 12

WELCH & FORBES LLC

CIK 0000105495

$2M206K0.03%Q1 2026 13

Moloney Securities Asset Management, LLC

CIK 0001697934

$2M155K0.20%Q3 2025 14

Cetera Investment Advisers

CIK 0001666741

$2M164K0.00%Q1 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M130K0.00%Q1 2026 16

ProVise Management Group, LLC

CIK 0001305707

$1M105K0.08%Q1 2026 17

Whipplewood Advisors, LLC

CIK 0002052510

$979K94K0.51%Q1 2026 18

Steward Partners Investment Advisory, LLC

CIK 0001723397

$951K91K0.00%Q1 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$864K83K0.00%Q1 2026 20

Fiera Capital Corp

CIK 0001505817

$842K81K0.00%Q1 2026

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