Evolent Health Inc. Class AEVH
13F holders, Q3 2024 (September 30)262holders +19
56new positions
38sold out
7famous investors
$28.23avg. 13F price*
At the end of Q3 2024, 262 institutions reported holding Evolent Health Inc. Class A (EVH) in their 13F filings, up 19 from Q2 2024. 56 opened new positions and 38 sold out. The largest holders were Wellington Management Group LLP ($356.2M), Vanguard Group Inc. ($308.6M) and BlackRock, Inc. ($248.8M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Evolent Health Inc. Class A
- CUSIP
- 30050B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $163.8M |
| Exits | 38 | $66.6M |
All 13F filers, Q2 2024 → Q3 2024: 16,676,732 shares bought and 17,032,164 shares sold, net −355,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Wellington Management Group LLP | 0.06% | Add +12.8% | 12,595,459 | $356.2M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 10,911,418 | $308.6M |
| BlackRock, Inc. | 0.01% | — | 8,798,311 | $248.8M |
| Ra Capital Management, L.P. | 2.78% | No change | 8,514,862 | $240.8M |
| William Blair Investment Management, LLC | 0.34% | Reduce -1.7% | 4,939,306 | $139.7M |
| FMR LLC | 0.01% | Reduce -29.3% | 4,332,229 | $122.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.5% | 4,116,045 | $116.4M |
| Engaged Capital LLC | 18.30% | Reduce -3.0% | 3,989,468 | $112.8M |
| Eventide Asset Management, LLC | 1.85% | Add +1.7% | 3,804,104 | $107.6M |
| Granahan Investment Management, LLC | 3.88% | Add +15.2% | 3,491,817 | $98.7M |
| State Street Corp. | 0.00% | Add +1.0% | 2,725,375 | $77.1M |
| Bellevue Group AG | 1.22% | Add +59.9% | 2,670,050 | $75.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.1% | 2,520,818 | $71.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.7% | 2,431,218 | $68.8M |
| Lazard Asset Management LLC | 0.10% | Add +551.3% | 2,371,052 | $67.1M |
| First Light Asset Management, LLC | 5.41% | Add +59.0% | 2,298,261 | $65.0M |
| Blair William & Co. | 0.18% | Reduce -16.5% | 2,156,115 | $61.0M |
| Rock Springs Capital Management LP | 1.91% | Reduce -49.2% | 2,070,000 | $58.5M |
| Holocene Advisors, LP | 0.23% | Reduce -33.5% | 2,044,606 | $57.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.3% | 1,898,399 | $53.7M |
| Orbimed Advisors LLC | 0.86% | Reduce -36.1% | 1,665,115 | $47.1M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +17.8% | 1,516,544 | $42.9M |
| Point72 Asset Management | 0.15% | Add +1948.5% | 1,495,385 | $42.3M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -7.3% | 1,420,387 | $40.2M |
| Camber Capital Management LP | 1.55% | Add +124.0% | 1,400,000 | $39.6M |
| American Century Companies Inc. | 0.02% | Add +5.1% | 1,380,184 | $39.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -13.4% | 1,364,298 | $38.6M |
| Norges Bank | 0.01% | Add +11.8% | 1,347,256 | $38.1M |
| Invesco Ltd. | 0.01% | Reduce -11.2% | 1,293,345 | $36.6M |
| Hood River Capital Management LLC | 0.59% | Reduce -20.1% | 1,292,379 | $36.5M |
| Boston Partners | 0.04% | New | 1,272,702 | $35.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 1,177,814 | $33.3M |
| Silvercrest Asset Management Group LLC | 0.19% | Add +37.2% | 998,260 | $28.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.8% | 912,395 | $25.8M |
| Franklin Resources Inc. | 0.01% | Add +40.8% | 909,776 | $24.7M |
| Zevenbergen Capital Investments LLC | 0.45% | Reduce -2.6% | 753,038 | $21.3M |
| Gabelli Funds LLC | 0.15% | Reduce -1.4% | 721,500 | $20.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.0% | 715,905 | $20.2M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 702,545 | $19.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +128.8% | 694,234 | $19.6M |
| Jennison Associates LLC | 0.01% | Add +5.7% | 646,806 | $18.3M |
| Farallon Capital Management, L.L.C. | 0.10% | New | 639,000 | $18.1M |
| Macquarie Group Ltd. | 0.02% | Reduce -37.6% | 631,584 | $17.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 610,746 | $17.3M |
| Glenmede Trust Co. NA | 0.07% | Reduce -0.0% | 503,823 | $14.2M |
| Man Group plc | 0.04% | Reduce -59.1% | 491,382 | $13.9M |
| Rock Point Advisors, LLC | 3.60% | Reduce -5.4% | 465,782 | $13.2M |
| Harbor Capital Advisors, Inc. | 0.52% | Add +140.0% | 422,421 | $11.9M |
| Millennium Management | 0.01% | Reduce -66.7% | 420,321 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -18.4% | 420,166 | $11.9M |
| Mesirow Institutional Investment Management, Inc. | 0.91% | New | 419,418 | $11.9M |
| Hudson Bay Capital Management LP | 0.09% | New | 411,831 | $11.6M |
| Balyasny Asset Management L.P. | 0.03% | New | 367,532 | $10.4M |
| Foundry Partners, LLC | 0.50% | New | 355,098 | $10.0M |
| Osterweis Capital Management Inc. | 0.53% | New | 310,305 | $8.8M |
| Peregrine Capital Management LLC | 0.26% | Reduce -9.6% | 305,243 | $8.6M |
| Barclays PLC | 0.00% | Add +181.3% | 273,776 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 268,349 | $7.6M |
| Rhenman & Partners Asset Management AB | 0.61% | Add +430.0% | 265,000 | $7.5M |
| LMR Partners LLP | 0.21% | New | 263,706 | $7.5M |
| Kennedy Capital Management LLC | 0.16% | Reduce -27.9% | 259,438 | $7.3M |
| Royce & Associates LP | 0.06% | New | 250,000 | $7.1M |
| Polar Asset Management Partners Inc. | 0.24% | New | 240,600 | $6.8M |
| Shay Capital LLC | 1.98% | New | 237,500 | $6.7M |
| Jane Street Group, LLC | 0.01% | Reduce -3.3% | 236,263 | $6.7M |
| Salem Investment Counselors Inc. | 0.19% | Add +1.3% | 228,786 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +39.6% | 227,757 | $6.4M |
| Hodges Capital Management Inc. | 0.40% | Reduce -56.8% | 218,240 | $6.2M |
| TIG Advisors, LLC | 0.41% | New | 214,645 | $6.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.3% | 211,915 | $6.0M |
| Summit Creek Advisors LLC | 0.77% | Reduce -63.1% | 200,478 | $5.7M |
| Integral Health Asset Management, LLC | 0.67% | New | 200,000 | $5.7M |
| Citadel Advisors | 0.01% | Reduce -76.5% | 198,471 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -5.5% | 192,900 | $5.5M |
| Formula Growth Ltd. | 1.82% | Add +9.0% | 186,926 | $5.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.33% | Reduce -12.5% | 175,000 | $4.9M |
| Rhumbline Advisers | 0.00% | Reduce -5.5% | 170,140 | $4.8M |
| Moody National Bank Trust Division | 0.51% | Add +50.0% | 169,203 | $4.8M |
| Tudor Investment Corporation | 0.05% | Reduce -60.1% | 165,491 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +26.0% | 163,928 | $4.6M |
| Scout Investments, Inc. | 0.12% | Add +1.2% | 166,514 | $4.5M |
| Deutsche Bank AG | 0.00% | Add +9.9% | 152,713 | $4.3M |
| Citigroup Inc. | 0.00% | Add +448.9% | 146,893 | $4.2M |
| Schroder Investment Management Group | 0.00% | Add +24.8% | 139,976 | $4.1M |
| UBS Group AG | 0.00% | Add +17.8% | 141,625 | $4.0M |
| GAMCO Investors | 0.04% | Add +4.0% | 137,100 | $3.9M |
| Sei Investments Co. | 0.00% | Add +42.0% | 126,418 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.0% | 124,850 | $3.5M |
| Nordea Investment Management AB | 0.00% | Reduce -3.9% | 121,901 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 108,625 | $3.1M |
| Congress Asset Management Co. | 0.02% | Reduce -0.9% | 104,023 | $2.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 98,000 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -7.4% | 94,653 | $2.7M |
| HRT Financial LP | 0.01% | Add +48.4% | 90,803 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 90,206 | $2.6M |
| Federated Hermes, Inc. | 0.01% | Reduce -72.7% | 89,717 | $2.5M |
| Sterling Capital Management LLC | 0.03% | — | 77,920 | $2.2M |
| Bayesian Capital Management, LP | 0.25% | Add +189.1% | 76,135 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.5% | 73,510 | $2.1M |
| Natixis | 0.01% | New | 73,101 | $2.1M |
| Bridgewater Associates | 0.01% | Reduce -52.6% | 72,498 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -9.3% | 71,894 | $2.0M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -61.6% | 67,820 | $1.9M |
| Nomura Holdings Inc. | 0.01% | Add +33.1% | 67,246 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 66,730 | $1.9M |
| Marshall Wace, LLP | 0.00% | Add +0.9% | 64,992 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 64,954 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +132.4% | 64,603 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 62,732 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 61,727 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.8% | 60,211 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +268.0% | 57,382 | $1.6M |
| Comerica Bank | 0.01% | Reduce -11.9% | 53,758 | $1.5M |
| Moody Aldrich Partners LLC | 0.26% | New | 50,259 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +149.3% | 46,558 | $1.3M |
| Forest Hill Capital, LLC | 0.96% | Reduce -57.2% | 44,750 | $1.3M |
| Redwood Investments, LLC | 0.37% | Reduce -18.1% | 44,035 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -16.1% | 43,850 | $1.2M |
| Creative Planning | 0.00% | Add +139.1% | 43,262 | $1.2M |
| WoodTrust Financial Corp | 0.17% | Reduce -7.6% | 42,650 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 41,946 | $1.2M |
| Sectoral Asset Management Inc. | 0.65% | Reduce -53.6% | 39,000 | $1.1M |
| Altshuler Shaham Ltd | 0.07% | Reduce -16.4% | 38,376 | $1.1M |
| Harvest Management LLC | 0.60% | New | 38,000 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 37,562 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -22.2% | 37,135 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 36,089 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -21.7% | 35,348 | $1000K |
| Intech Investment Management LLC | 0.01% | New | 34,975 | $989K |
| Allianz Asset Management GmbH | 0.00% | Add +57.5% | 34,044 | $963K |
| IMA Advisory Services, Inc. | 0.20% | Reduce -10.8% | 32,557 | $921K |
| Values First Advisors, Inc. | 0.49% | Add +21.0% | 32,129 | $909K |
| SG Americas Securities, LLC | 0.00% | New | 31,496 | $891K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 31,444 | $889K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 30,467 | $864K |
| First Trust Advisors LP | 0.00% | Reduce -72.4% | 30,274 | $856K |
| Danske Bank A/S | 0.00% | New | 30,231 | $855K |
| Oppenheimer & Co. Inc. | 0.01% | New | 30,222 | $855K |
| S&co Inc. | 0.06% | No change | 30,000 | $848K |
| ERn Financial, LLC | 0.13% | Reduce -50.4% | 29,574 | $836K |
| Qsemble Capital Management, LP | 0.15% | New | 29,303 | $829K |
| Hollencrest Capital Management | 0.03% | Reduce -70.1% | 28,500 | $806K |
| Arizona State Retirement System | 0.01% | Reduce -2.2% | 28,444 | $804K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 27,753 | $785K |
| Friedenthal Financial | 0.42% | New | 25,549 | $723K |
| BNP Paribas Financial Markets | 0.00% | Add +150.4% | 25,469 | $720K |
| Seven Eight Capital, LP | 0.06% | Add +15.4% | 25,121 | $710K |
| Silphium Asset Management Ltd | 0.25% | New | 25,000 | $707K |
| ClariVest Asset Management LLC | 0.07% | No change | 36,046 | $689K |
| Ironwood Investment Management LLC | 0.33% | New | 24,145 | $683K |
| Algert Global LLC | 0.02% | Add +120.2% | 23,025 | $651K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 22,832 | $646K |
| ProShare Advisors LLC | 0.00% | Add +44.9% | 21,815 | $617K |
| Handelsbanken Fonder AB | 0.00% | No change | 20,900 | $591K |
| HighMark Wealth Management LLC | 0.32% | New | 20,475 | $579K |
| Raymond James & Associates | 0.00% | Add +1.4% | 17,598 | $498K |
| Ascent Group, LLC | 0.04% | Reduce -35.7% | 16,765 | $474K |
| Los Angeles Capital Management LLC | 0.00% | New | 15,191 | $430K |
| Brophy Wealth Management, LLC | 0.14% | — | 14,310 | $405K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,152 | $400K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.7% | 14,048 | $397K |
| Eagle Asset Management Inc. | 0.00% | Reduce -95.5% | 29,001 | $387K |
| XTX Topco Ltd | 0.03% | Reduce -68.7% | 13,590 | $384K |
| Choreo, LLC | 0.01% | Add +2.5% | 14,169 | $383K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.5% | 13,376 | $378K |
| PEAK6 Investments LLC | 0.02% | New | 12,649 | $358K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,442 | $352K |
| Prudential Financial Inc. | 0.00% | Reduce -1.0% | 12,256 | $347K |
| Guggenheim Capital LLC | 0.00% | Add +0.5% | 12,170 | $344K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,148 | $344K |
| Stifel Financial Corp. | 0.00% | Reduce -52.4% | 12,041 | $341K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -89.8% | 11,577 | $327K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 11,404 | $323K |
| Entropy Technologies, LP | 0.03% | New | 11,283 | $319K |
| Corient Private Wealth LP | 0.00% | New | 10,946 | $310K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.05% | No change | 10,250 | $290K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.1% | 10,211 | $289K |
| Chicago Capital, LLC | 0.01% | No change | 10,073 | $285K |
| Cowen and Company, LLC | 0.01% | New | 10,000 | $283K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 9,898 | $280K |
| LPL Financial LLC | 0.00% | New | 9,876 | $279K |
| Wolverine Trading, LLC | 0.01% | Reduce -27.4% | 9,169 | $269K |
| Cetera Trust Company, N.A | 0.16% | Add +2.4% | 9,330 | $264K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 9,300 | $263K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 9,260 | $262K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -71.7% | 9,202 | $260K |
| Johnson Investment Counsel Inc. | 0.00% | New | 9,065 | $256K |
| Cresset Asset Management, LLC | 0.00% | New | 9,049 | $256K |
| Stephens Inc. | 0.00% | Reduce -33.6% | 7,809 | $221K |
| Xponance LLC | 0.00% | New | 7,584 | $214K |
| Park Avenue Securities LLC | 0.00% | New | 7,489 | $212K |
| Point72 (DIFC) Ltd | 0.02% | Reduce -4.4% | 7,388 | $209K |
| Atria Investments, Inc | 0.00% | New | 7,354 | $208K |
| Corton Capital Inc. | 0.10% | New | 7,230 | $204K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -10.1% | 9,096 | $204K |
| AQR Capital Management | 0.00% | New | 7,192 | $203K |
| Mackenzie Financial Corp. | 0.00% | Reduce -79.5% | 7,133 | $202K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -69.1% | 6,993 | $198K |
| US Bancorp \de | 0.00% | Add +180.3% | 6,579 | $186K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +2471.9% | 6,507 | $184K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 6,300 | $178K |
| Shell Asset Management Co. | 0.01% | — | 6,104 | $173K |
| Valeo Financial Advisors, LLC | 0.00% | No change | 141,500 | $142K |
| STRS Ohio | 0.00% | Reduce -28.6% | 5,000 | $141K |
| Acadian Asset Management LLC | 0.00% | New | 4,341 | $122K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,190 | $118K |
| Amalgamated Bank | 0.00% | No change | 3,946 | $112K |
| Wolff Wiese Magana LLC | 0.06% | Add +1.9% | 3,057 | $86K |
| KBC Group NV | 0.00% | No change | 3,002 | $85K |
| Walleye Capital LLC | 0.00% | Reduce -65.3% | 2,936 | $83K |
| Banque Cantonale Vaudoise | 0.00% | No change | 2,676 | $76K |
| Parkside Financial Bank & Trust | 0.01% | New | 2,599 | $74K |
| Lindbrook Capital, LLC | 0.01% | Add +2.0% | 2,300 | $65K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,058 | $58K |
| Summit Securities Group LLC | 0.04% | New | 2,000 | $57K |
| GAMMA Investing LLC | 0.00% | Add +5365.5% | 1,585 | $45K |
| Covestor Ltd | 0.03% | Add +138.1% | 1,424 | $40K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.8% | 1,291 | $37K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 1,200 | $34K |
| Van Eck Associates Corp. | 0.00% | Reduce -33.3% | 1,356 | $30K |
| Allworth Financial LP | 0.00% | Add +15.5% | 1,035 | $29K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.1% | 966 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +4022.2% | 742 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 700 | $20K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.3% | 685 | $19K |
| Cwm, LLC | 0.00% | Add +16.0% | 659 | $19K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.5% | 647 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +440.6% | 546 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.8% | 535 | $15K |
| Principal Securities, Inc. | 0.00% | Reduce -0.8% | 525 | $15K |
| Quadrant Capital Group LLC | 0.00% | Add +1426.5% | 519 | $15K |
| Planning Capital Management Corp | 0.01% | No change | 491 | $14K |
| Elequin Capital, LP | 0.02% | New | 388 | $11K |
| Public Employees Retirement System of Ohio | 0.00% | Add +46.8% | 367 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +1268.2% | 301 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 300 | $8K |
| Concord Wealth Partners | 0.00% | No change | 128 | $4K |
| Rothschild Investment LLC | 0.00% | Add +266.7% | 110 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $3K |
| Bessemer Group Inc. | 0.00% | New | 105 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 91 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -67.3% | 91 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 78 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 50 | $1K |
| Blue Trust, Inc. | 0.00% | Add +105.9% | 70 | $1K |
| Naples Money Management LLC | 0.00% | Add +37.0% | 37 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 36 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 27 | $764 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 26 | $735 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 25 | $707 |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $651 |
| Global Retirement Partners, LLC | 0.00% | New | 20 | $566 |
| Continuum Advisory, LLC | 0.00% | New | 42 | $532 |
| CVA Family Office, LLC | 0.00% | New | 15 | $424 |
| Caption Management, LLC | 0.00% | Reduce -100.0% | 14 | $396 |
| AlphaQuest LLC | 0.00% | Reduce -99.7% | 14 | $396 |
| SJS Investment Consulting Inc. | 0.00% | Add +200.0% | 6 | $170 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $142 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 3 | $88 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -81.3% | 3 | $85 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $57 |
| Hemington Wealth Management | 0.00% | New | 11 | $0 |
"% of holder's portfolio" is EVH's weight in each manager's 13F, not the share of Evolent Health Inc. Class A the manager owns.