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This page summarizes the EVER holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EVER is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing EVER Share Count |
Russell Investments Group Ltd. |
120 |
293,524 |
+293,404 |
+244503.33% |
Advisor Group Holdings Inc. |
3,058 |
46,567 |
+43,509 |
+1422.79% |
JPMorgan Chase & Co. |
16,468 |
226,227 |
+209,759 |
+1273.74% |
Simplex Trading LLC |
2,916 |
11,776 |
+8,860 |
+303.84% |
Acadian Asset Management LLC |
103,658 |
318,144 |
+214,486 |
+206.92% |
BNP Paribas Arbitrage SA |
24,056 |
54,755 |
+30,699 |
+127.61% |
Susquehanna International Group LLP |
11,361 |
25,689 |
+14,328 |
+126.12% |
Nisa Investment Advisors LLC |
33 |
70 |
+37 |
+112.12% |
CWM LLC |
389 |
798 |
+409 |
+105.14% |
Citigroup Inc. |
3,064 |
3,690 |
+626 |
+20.43% |
Group One Trading L.P. |
585 |
664 |
+79 |
+13.50% |
Brown Advisory Inc. |
64,429 |
66,844 |
+2,415 |
+3.75% |
First Eagle Investment Management LLC |
513,615 |
532,138 |
+18,523 |
+3.61% |
Vanguard Group Inc. |
1,127,137 |
1,157,714 |
+30,577 |
+2.71% |
Rhumbline Advisers |
29,470 |
30,259 |
+789 |
+2.68% |
13F Filers Reporting New Positions In EVER |
US Bancorp DE |
0 |
43 |
+43 |
+100% |
Bailard Inc. |
0 |
14,500 |
+14,500 |
+100% |
State Board of Administration of Florida Retirement System |
0 |
11,362 |
+11,362 |
+100% |
CIBC Private Wealth Group LLC |
0 |
400 |
+400 |
+100% |
Calamos Advisors LLC |
0 |
87,711 |
+87,711 |
+100% |
Campbell & CO Investment Adviser LLC |
0 |
16,804 |
+16,804 |
+100% |
Signaturefd LLC |
0 |
14 |
+14 |
+100% |
Macroview Investment Management LLC |
0 |
421 |
+421 |
+100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
4 |
+4 |
+100% |
Parallel Advisors LLC |
0 |
43 |
+43 |
+100% |
Counterpoint Mutual Funds LLC |
0 |
36,204 |
+36,204 |
+100% |
Y Intercept Hong Kong Ltd |
0 |
11,636 |
+11,636 |
+100% |
MBL Wealth LLC |
0 |
35,765 |
+35,765 |
+100% |
13F Filers With Unchanged Share Count |
Hanlon Investment Management Inc. |
356,914 |
356,914 |
UNCH |
0.00% |
Versant Capital Management Inc |
41 |
41 |
UNCH |
0.00% |
13F Filers Decreasing EVER Share Count |
Amalgamated Bank |
2,873 |
682 |
-2,191 |
-76.26% |
Asset Management One Co. Ltd. |
5,024 |
3,081 |
-1,943 |
-38.67% |
Proequities Inc. |
663 |
491 |
-172 |
-25.94% |
Principal Securities Inc. |
1,358 |
1,008 |
-350 |
-25.77% |
First Horizon Advisors Inc. |
3,436 |
2,567 |
-869 |
-25.29% |
First Hawaiian Bank |
73,459 |
56,595 |
-16,864 |
-22.96% |
Mackenzie Financial Corp |
81,681 |
64,387 |
-17,294 |
-21.17% |
The PNC Financial Services Group Inc. |
1,117 |
884 |
-233 |
-20.86% |
Wells Fargo & Company MN |
587,491 |
480,748 |
-106,743 |
-18.17% |
New York State Common Retirement Fund |
53,026 |
45,605 |
-7,421 |
-14.00% |
Baillie Gifford & Co. |
897,234 |
776,251 |
-120,983 |
-13.48% |
Moody National Bank Trust Division |
65,183 |
57,199 |
-7,984 |
-12.25% |
Sei Investments Co. |
98,650 |
87,652 |
-10,998 |
-11.15% |
Dimensional Fund Advisors LP |
334,077 |
302,382 |
-31,695 |
-9.49% |
Raymond James & Associates |
43,986 |
40,398 |
-3,588 |
-8.16% |
Bank of New York Mellon Corp |
76,624 |
72,858 |
-3,766 |
-4.91% |
Charles Schwab Investment Management Inc. |
59,126 |
57,294 |
-1,832 |
-3.10% |
BlackRock Inc. |
1,722,524 |
1,697,515 |
-25,009 |
-1.45% |
13F Filers Exiting EVER |
NewEdge Wealth LLC |
21,536 |
0 |
-21,536 |
-100.00% |
International Assets Investment Management LLC |
86 |
0 |
-86 |
-100.00% |
FNY Investment Advisers LLC |
3,300 |
0 |
-3,300 |
-100.00% |
Glassman Wealth Services |
36 |
0 |
-36 |
-100.00% |
GSA Capital Partners LLP |
36,373 |
0 |
-36,373 |
-100.00% |
See Summary: Institutional Holders of EVER
See Details: Top 10 Hedge Funds Holding EVER
Also See: EVER Insider Buying
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