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Funds Holding EVF

On this page, we present all of the funds holding EVF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EVF, with a link to that fund's top holdings. The next columns indicate the amount of EVF stock held by each of the funds holding EVF, followed by the EVF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding EVF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding EVF), click the fund name in the "Holder" column of the funds-holding-EVF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG324,717$2,049 12/31/2023
     EVF324,717$2,049 12/31/2023
Guggenheim Capital LLC320,644$2,023 12/31/2023
     EVF320,644$2,023 12/31/2023
Cambridge Investment Research Advisors Inc.278,710$1,759 12/31/2023
     EVF278,710$1,759 12/31/2023
Morgan Stanley136,645$862 12/31/2023
     EVF136,645$862 12/31/2023
Invesco Ltd.124,499$786 12/31/2023
     EVF124,499$786 12/31/2023
Ameriprise Financial Inc.103,249$652 12/31/2023
     EVF103,249$652 12/31/2023
Wells Fargo & Company MN75,979$479 12/31/2023
     EVF75,979$479 12/31/2023
Virtus ETF Advisers LLC64,272$406 12/31/2023
     EVF64,272$406 12/31/2023
LPL Financial LLC59,498$375 12/31/2023
     EVF59,498$375 12/31/2023
Bank of America Corp DE48,710$307 12/31/2023
     EVF48,710$307 12/31/2023
Raymond James & Associates39,659$250 12/31/2023
     EVF39,659$250 12/31/2023
Advisor Group Holdings Inc.34,247$216 12/31/2023
     EVF34,247$216 12/31/2023
Eudaimonia Partners LLC29,493$186 12/31/2023
     EVF29,493$186 12/31/2023
Arete Wealth Advisors LLC28,497$180 12/31/2023
     EVF28,497$180 12/31/2023
Avantax Advisory Services Inc.24,495$155 12/31/2023
     EVF24,495$155 12/31/2023
Raymond James Financial Services Advisors Inc.23,944$151 12/31/2023
     EVF23,944$151 12/31/2023
Horizon Kinetics Asset Management LLC21,730$137 12/31/2023
     EVF21,730$137 12/31/2023
Stifel Financial Corp21,551$136 12/31/2023
     EVF21,551$136 12/31/2023
Susquehanna International Group LLP21,169$134 12/31/2023
     EVF21,169$134 12/31/2023
The PNC Financial Services Group Inc.20,006$126 12/31/2023
     EVF20,006$126 12/31/2023
Melfa Wealth Management LLC19,797$125 12/31/2023
     EVF19,797$125 12/31/2023
AlTi Global Inc.18,549$118 12/31/2023
     EVF18,549$118 12/31/2023
CWM LLC15,300$97 03/31/2024
     EVF15,300$97 03/31/2024
Janney Montgomery Scott LLC15,376$97 12/31/2023
     EVF15,376$97 12/31/2023
Cetera Advisors LLC14,500$91 12/31/2023
     EVF14,500$91 12/31/2023
Element Wealth LLC12,943$82 12/31/2023
     EVF12,943$82 12/31/2023
WealthTrust Axiom LLC12,797$81 12/31/2023
     EVF12,797$81 12/31/2023
Kestra Advisory Services LLC12,383$78 12/31/2023
     EVF12,383$78 12/31/2023
Bedel Financial Consulting Inc.11,962$75 12/31/2023
     EVF11,962$75 12/31/2023
Wagner Wealth Management LLC10,817$68 12/31/2023
     EVF10,817$68 12/31/2023
Steward Partners Investment Advisory LLC8,500$54 12/31/2023
     EVF8,500$54 12/31/2023
Hexagon Capital Partners LLC8,000$50 12/31/2023
     EVF8,000$50 12/31/2023
North Star Investment Management Corp.6,310$40 12/31/2023
     EVF6,310$40 12/31/2023
Highlander Capital Management LLC4,000$25 12/31/2023
     EVF4,000$25 12/31/2023
Concord Wealth Partners3,000$19 12/31/2023
     EVF3,000$19 12/31/2023
Northwestern Mutual Wealth Management Co.2,322$15 12/31/2023
     EVF2,322$15 12/31/2023
Royal Bank of Canada1,253$8 12/31/2023
     EVF1,253$8 12/31/2023
VisionPoint Advisory Group LLC750$5 12/31/2023
     EVF750$5 12/31/2023
JPMorgan Chase & Co.254$2 12/31/2023
     EVF254$2 12/31/2023
US Bancorp DE4$0 12/31/2023
     EVF4$0 12/31/2023
Huntington National Bank1$0 12/31/2023
     EVF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     EVF0$0 12/31/2023

See Summary: Institutional Holders of EVF
See Details: Top 10 Hedge Funds Holding EVF
Also See: EVF Insider Buying
Also See: EVF Holdings Changes

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