$9.28

+0.08 (+0.87%)

Weekly Expected Move ±3.1%

$9 $9 $9 $10 $10

ETF NYSE · AUM $370.3M

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Institutional Ownership — EVN

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

95M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (103 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	1,200,516	$11M	+80,086	+7.1%	60Q	SEC ↗
2	Hennion & Walsh Asset Management, Inc.	935,778	$9M	-5,113	-0.5%	6Q	SEC ↗
3	RAYMOND JAMES FINANCIAL INC	866,623	$8M	+25,145	+3.0%	7Q	SEC ↗
4	GUGGENHEIM CAPITAL LLC	749,682	$7M	-66,489	-8.1%	47Q	SEC ↗
5	UBS Group AG	393,788	$4M	-10,511	-2.6%	47Q	SEC ↗
6	MELFA WEALTH MANAGEMENT, INC.	354,956	$3M	-43,091	-10.8%	15Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	335,253	$3M	+12,378	+3.8%	79Q	SEC ↗
8	BANK OF AMERICA CORP /DE	310,720	$3M	-32,481	-9.5%	15Q	SEC ↗
9	LPL Financial LLC	289,311	$3M	+75,014	+35.0%	54Q	SEC ↗
10	VAN ECK ASSOCIATES CORP	257,911	$2M	+29,208	+12.8%	15Q	SEC ↗
11	Janney Montgomery Scott LLC	246,352	$2M	-815	-0.3%	30Q	SEC ↗
12	Welch & Forbes LLC	205,784	$2M	—	+0.0%	15Q	SEC ↗
13	Cetera Investment Advisers	169,715	$2M	+5,432	+3.3%	16Q	SEC ↗
14	Fiera Capital Corp	147,021	$1M	+66,105	+81.7%	2Q	SEC ↗
15	Cambridge Investment Research Advisors	139,420	$1M	+9,809	+7.6%	13Q	SEC ↗
16	OSAIC HOLDINGS, INC.	127,002	$1M	+52,746	+71.0%	26Q	SEC ↗
17	Kestra Advisory Services, LLC	117,386	$1M	+103,480	+744.1%	24Q	SEC ↗
18	Advisors Asset Management, Inc.	112,477	$1M	+68,458	+155.5%	35Q	SEC ↗
19	ProVise Management Group, LLC	108,380	$1M	+3,060	+2.9%	27Q	SEC ↗
20	Steward Partners Investment Advisory,	103,446	$960K	+12,104	+13.3%	29Q	SEC ↗
21	Whipplewood Advisors, LLC	93,479	$867K	-602	-0.6%	7Q	SEC ↗
22	Wakefield Asset Management LLLP NEW	88,139	$818K	—	+0.0%	1Q	SEC ↗
23	ROYAL BANK OF CANADA	85,462	$793K	+2,454	+3.0%	67Q	SEC ↗
24	STIFEL FINANCIAL CORP	68,582	$636K	-6,446	-8.6%	47Q	SEC ↗
25	COMMONWEALTH EQUITY SERVICES, LLC	67,297	$625K	-98	-0.1%	35Q	SEC ↗
26	Summit Trail Advisors, LLC	63,472	$589K	+26,705	+72.6%	2Q	SEC ↗
27	NewEdge Advisors, LLC	55,297	$513K	-14,001	-20.2%	19Q	SEC ↗
28	InTrack Investment Management Inc	54,399	$505K	-4,991	-8.4%	11Q	SEC ↗
29	Capital Investment Advisors, LLC	49,477	$459K	-3,157	-6.0%	34Q	SEC ↗
30	Sanctuary Advisors, LLC	45,969	$427K	-2,749	-5.6%	9Q	SEC ↗
31	Meadowbrook Wealth Management, LLC NEW	44,806	$416K	—	+0.0%	1Q	SEC ↗
32	Baird Financial Group, Inc.	43,614	$405K	—	+0.0%	13Q	SEC ↗
33	HighTower Advisors, LLC	37,364	$347K	+2,014	+5.7%	8Q	SEC ↗
34	World Investment Advisors	36,763	$341K	—	+0.0%	4Q	SEC ↗
35	Focus Partners Wealth	35,429	$329K	—	+0.0%	3Q	SEC ↗
36	StoneX Group Inc.	32,650	$303K	+219	+0.7%	5Q	SEC ↗
37	TRUIST FINANCIAL CORP	29,675	$275K	+423	+1.4%	25Q	SEC ↗
38	CARY STREET PARTNERS FINANCIAL LLC	29,151	$271K	+4,900	+20.2%	5Q	SEC ↗
39	Sequoia Financial Advisors, LLC NEW	27,000	$251K	—	+0.0%	1Q	SEC ↗
40	Ashton Thomas Private Wealth, LLC	26,800	$249K	+7,800	+41.1%	4Q	SEC ↗
41	ROTHSCHILD INVESTMENT LLC NEW	25,000	$232K	—	+0.0%	1Q	SEC ↗
42	Rockefeller Capital Management L.P.	24,072	$223K	+219	+0.9%	11Q	SEC ↗
43	Chicago Partners Investment Group LLC	20,504	$190K	-37	-0.2%	14Q	SEC ↗
44	one8zero8, LLC	18,000	$167K	—	+0.0%	7Q	SEC ↗
45	D.A. DAVIDSON & CO.	17,051	$158K	—	+0.0%	13Q	SEC ↗
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,176	$150K	+2,401	+17.4%	2Q	SEC ↗
47	Twelve Points Wealth Management LLC	15,906	$148K	—	+0.0%	19Q	SEC ↗
48	GRIMES & Co WEALTH MANAGEMENT, LLC NEW	15,863	$147K	—	+0.0%	1Q	SEC ↗
49	HARBOUR INVESTMENTS, INC.	15,827	$147K	+83	+0.5%	17Q	SEC ↗
50	Concurrent Investment Advisors, LLC	15,666	$145K	—	+0.0%	11Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
Wakefield Asset Management LLLP	88,139	$818K
Meadowbrook Wealth Management, LLC	44,806	$416K
Sequoia Financial Advisors, LLC	27,000	$251K
ROTHSCHILD INVESTMENT LLC	25,000	$232K
GRIMES & Co WEALTH MANAGEMENT, LLC	15,863	$147K
JANE STREET GROUP, LLC	14,123	$131K
Arax Advisory Partners	8,770	$81K
IFG Advisory, LLC	4,300	$40K
Integrated Wealth Concepts LLC	2,456	$23K
MERCER GLOBAL ADVISORS INC /ADV	552	$5K
IMA Advisory Services, Inc.	154	$1K

Sold Out (12)

Holder	Prev Shares	Prev Value
Invesco Ltd.	41,475	$385K
WOLVERINE ASSET MANAGEMENT LLC	21,494	$199K
XTX Topco Ltd	14,346	$133K
Glen Eagle Advisors, LLC	10,358	$96K
FIRST TRUST ADVISORS LP	10,075	$93K
Camelot Portfolios, LLC	8,445	$78K
CENTRAL TRUST Co	5,000	$46K
DAGCO, INC.	3,065	$28K
MAI Capital Management	2,179	$20K
Western Wealth Management, LLC	397	$4K
Sound Income Strategies, LLC	1	$0K
JPMORGAN CHASE & CO	0	$0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Kestra Advisory Services, LLC	+103,480	+744.1%	117,386
MORGAN STANLEY	+80,086	+7.1%	1,200,516
LPL Financial LLC	+75,014	+35.0%	289,311
Advisors Asset Management, Inc.	+68,458	+155.5%	112,477
Fiera Capital Corp	+66,105	+81.7%	147,021
OSAIC HOLDINGS, INC.	+52,746	+71.0%	127,002
VAN ECK ASSOCIATES CORP	+29,208	+12.8%	257,911
Summit Trail Advisors, LLC	+26,705	+72.6%	63,472
RAYMOND JAMES FINANCIAL INC	+25,145	+3.0%	866,623
WELLS FARGO & COMPANY/MN	+12,378	+3.8%	335,253
Steward Partners Investment Advisor	+12,104	+13.3%	103,446
Cambridge Investment Research Advis	+9,809	+7.6%	139,420
Ashton Thomas Private Wealth, LLC	+7,800	+41.1%	26,800
Cetera Investment Advisers	+5,432	+3.3%	169,715
Farther Finance Advisors, LLC	+5,278	+885.6%	5,874
CARY STREET PARTNERS FINANCIAL LLC	+4,900	+20.2%	29,151
ProVise Management Group, LLC	+3,060	+2.9%	108,380
ROYAL BANK OF CANADA	+2,454	+3.0%	85,462
SUSQUEHANNA INTERNATIONAL GROUP, LL	+2,401	+17.4%	16,176
HighTower Advisors, LLC	+2,014	+5.7%	37,364

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
GUGGENHEIM CAPITAL LLC	-66,489	-8.1%	749,682
MELFA WEALTH MANAGEMENT, INC.	-43,091	-10.8%	354,956
BANK OF AMERICA CORP /DE	-32,481	-9.5%	310,720
Gridiron Partners, LLC	-22,811	-68.8%	10,324
Westview Management dba Westview In	-19,250	-58.6%	13,624
NewEdge Advisors, LLC	-14,001	-20.2%	55,297
UBS Group AG	-10,511	-2.6%	393,788
STIFEL FINANCIAL CORP	-6,446	-8.6%	68,582
HOLLENCREST CAPITAL MANAGEMENT	-5,270	-51.4%	4,980
Hennion & Walsh Asset Management, I	-5,113	-0.5%	935,778
InTrack Investment Management Inc	-4,991	-8.4%	54,399
Capital Investment Advisors, LLC	-3,157	-6.0%	49,477
Sanctuary Advisors, LLC	-2,749	-5.6%	45,969
PNC Financial Services Group, Inc.	-2,531	-36.2%	4,470
Kingsview Wealth Management, LLC	-1,974	-12.5%	13,834
Noble Wealth Management PBC	-1,401	-19.4%	5,820
&PARTNERS	-1,127	-8.5%	12,126
Janney Montgomery Scott LLC	-815	-0.3%	246,352
Whipplewood Advisors, LLC	-602	-0.6%	93,479
Ancora Advisors LLC	-188	-9.4%	1,811

EVN

Institutional Ownership — EVN

Ownership Trends

Top Institutional Holders (103 total)

Recent Activity

Sign in to InsiderStreet