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EVX Institutional Ownership

VanEck Environmental Services ETF
1W: -0.6% 1M: -3.0% 3M: -6.2% YTD: +1.5% 1Y: +1.1% 3Y: +36.9% 5Y: +34.7%
$39.09
+0.61 (+1.60%)
 
Weekly Expected Move ±1.4%
$38 $39 $39 $40 $40
ETF AMEX · AUM $97.8M

Institutional Ownership — EVX

56
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
6
New Positions
13
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (59 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NATIONAL BANK OF CANADA /FI 91,512 4M -1,160 -1.3% 7Q SEC ↗
2 Harel Insurance Investments & Financia 85,174 3M +16,625 +24.3% 11Q SEC ↗
3 LPL Financial LLC 75,258 3M -1,592 -2.1% 25Q SEC ↗
4 MORGAN STANLEY 75,143 3M +683 +0.9% 41Q SEC ↗
5 BANK OF AMERICA CORP /DE 55,114 2M +2,849 +5.5% 15Q SEC ↗
6 Perigon Wealth Management, LLC 44,948 2M -186 -0.4% 9Q SEC ↗
7 Capital Analysts, LLC 31,405 1M +4,326 +16.0% 12Q SEC ↗
8 SeaCrest Wealth Management, LLC 27,013 1M — +0.0% 21Q SEC ↗
9 PFG Investments, LLC 22,932 896K +372 +1.6% 14Q SEC ↗
10 Comprehensive Money Management Service 21,475 839K — +0.0% 7Q SEC ↗
11 Pacific Sun Financial Corp 20,330 795K +1,200 +6.3% 13Q SEC ↗
12 UBS Group AG 14,291 559K -2,931 -17.0% 41Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 14,195 555K -727 -4.9% 2Q SEC ↗
14 CAPTRUST FINANCIAL ADVISORS 11,559 452K -3,385 -22.7% 6Q SEC ↗
15 Cetera Investment Advisers 11,265 440K +328 +3.0% 10Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC 10,145 397K +187 +1.9% 7Q SEC ↗
17 MENORA MIVTACHIM HOLDINGS LTD. NEW 9,433 369K — +0.0% 1Q SEC ↗
18 AMERIPRISE FINANCIAL INC 8,602 336K +112 +1.3% 8Q SEC ↗
19 Cambridge Investment Research Advisors 7,782 304K — +0.0% 5Q SEC ↗
20 TD Waterhouse Canada Inc. 7,759 303K — +0.0% 19Q SEC ↗
21 Kestra Advisory Services, LLC 6,781 265K -3,275 -32.6% 23Q SEC ↗
22 EP Wealth Advisors, LLC NEW 5,843 228K — +0.0% 1Q SEC ↗
23 Sonoma Allocations LLC NEW 5,509 215K — +0.0% 1Q SEC ↗
24 OSAIC HOLDINGS, INC. 3,739 146K -565 -13.1% 26Q SEC ↗
25 Global Retirement Partners, LLC NEW 2,784 109K — +0.0% 1Q SEC ↗
26 FMR LLC 2,096 82K -46 -2.1% 32Q SEC ↗
27 SHP Wealth Management 2,072 81K +1,548 +295.4% 2Q SEC ↗
28 GLENMEDE TRUST CO NA 2,050 80K — +0.0% 3Q SEC ↗
29 Steward Partners Investment Advisory, 1,550 61K — +0.0% 12Q SEC ↗
30 ROYAL BANK OF CANADA 1,212 47K -17 -1.4% 32Q SEC ↗
31 BROWN BROTHERS HARRIMAN & CO 1,150 45K — +0.0% 3Q SEC ↗
32 Farther Finance Advisors, LLC 1,142 45K +79 +7.4% 6Q SEC ↗
33 Geneos Wealth Management Inc. 975 38K — +0.0% 27Q SEC ↗
34 SOA Wealth Advisors, LLC. 744 29K — +0.0% 23Q SEC ↗
35 Aptus Capital Advisors, LLC 729 28K — +0.0% 14Q SEC ↗
36 WELLS FARGO & COMPANY/MN 600 23K +425 +242.9% 41Q SEC ↗
37 Ameritas Advisory Services, LLC NEW 375 15K — +0.0% 1Q SEC ↗
38 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210 8K — +0.0% 4Q SEC ↗
39 Anchor Investment Management, LLC 200 8K — +0.0% 21Q SEC ↗
40 1 NORTH WEALTH SERVICES LLC 200 8K — +0.0% 6Q SEC ↗
41 American Capital Advisory, LLC 155 6K — +0.0% 11Q SEC ↗
42 NewEdge Advisors, LLC 145 6K -3 -2.0% 15Q SEC ↗
43 N.E.W. Advisory Services LLC 120 5K -100 -45.5% 6Q SEC ↗
44 Rossby Financial, LCC 115 4K +112 +3733.3% 2Q SEC ↗
45 Wilmington Savings Fund Society, FSB 50 2K — +0.0% 8Q SEC ↗
46 HARBOUR INVESTMENTS, INC. 45 2K — +0.0% 4Q SEC ↗
47 CoreCap Advisors, LLC 25 1K — +0.0% 10Q SEC ↗
48 Tidemark, LLC NEW 23 1K — +0.0% 1Q SEC ↗
49 Bernard Wealth Management Corp. 10 0K — +0.0% 7Q SEC ↗
50 Sound Income Strategies, LLC 0 0K -843 -100.0% 2Q SEC ↗
Biggest Increases (13)
HolderAddedChange %Total Shares
Harel Insurance Investments & Finan +16,625 +24.3% 85,174
Capital Analysts, LLC +4,326 +16.0% 31,405
BANK OF AMERICA CORP /DE +2,849 +5.5% 55,114
SHP Wealth Management +1,548 +295.4% 2,072
Pacific Sun Financial Corp +1,200 +6.3% 20,330
MORGAN STANLEY +683 +0.9% 75,143
WELLS FARGO & COMPANY/MN +425 +242.9% 600
PFG Investments, LLC +372 +1.6% 22,932
Cetera Investment Advisers +328 +3.0% 11,265
RAYMOND JAMES FINANCIAL INC +187 +1.9% 10,145
AMERIPRISE FINANCIAL INC +112 +1.3% 8,602
Rossby Financial, LCC +112 +3733.3% 115
Farther Finance Advisors, LLC +79 +7.4% 1,142
Biggest Decreases (12)
HolderReducedChange %Total Shares
CAPTRUST FINANCIAL ADVISORS -3,385 -22.7% 11,559
Kestra Advisory Services, LLC -3,275 -32.6% 6,781
UBS Group AG -2,931 -17.0% 14,291
LPL Financial LLC -1,592 -2.1% 75,258
NATIONAL BANK OF CANADA /FI -1,160 -1.3% 91,512
ENVESTNET ASSET MANAGEMENT INC -727 -4.9% 14,195
OSAIC HOLDINGS, INC. -565 -13.1% 3,739
Perigon Wealth Management, LLC -186 -0.4% 44,948
N.E.W. Advisory Services LLC -100 -45.5% 120
FMR LLC -46 -2.1% 2,096
ROYAL BANK OF CANADA -17 -1.4% 1,212
NewEdge Advisors, LLC -3 -2.0% 145

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms