EvertecEVTC
13F holders, Q1 2024 (March 31)259holders
6famous investors
$39.89avg. 13F price*
At the end of Q1 2024, 259 institutions reported holding Evertec Inc. (EVTC) in their 13F filings. The largest holders were BlackRock Inc. ($394.6M), Vanguard Group Inc. ($296.0M) and American Century Companies Inc. ($166.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $9.8M |
| Exits | 31 | $25.4M |
Ownership 259 holders
| BlackRock Inc. | 0.01% | Reduce -2.7% | 9,890,443 | $394.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 7,418,734 | $296.0M |
| American Century Companies Inc. | 0.10% | Add +0.9% | 4,162,293 | $166.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.35% | Reduce -3.4% | 3,755,123 | $149.8M |
| Capital International Investors | 0.03% | Add +0.3% | 3,141,051 | $125.3M |
| FMR LLC | 0.01% | Add +102.2% | 2,624,701 | $104.7M |
| State Street Corp. | 0.00% | Add +2.7% | 2,474,157 | $98.7M |
| Victory Capital Management Inc. | 0.08% | Add +62.7% | 2,108,736 | $84.1M |
| River Road Asset Management, LLC | 1.04% | Reduce -6.9% | 1,925,935 | $76.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.7% | 1,679,053 | $67.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.6% | 1,557,725 | $62.2M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -3.1% | 1,364,160 | $54.4M |
| Fuller & Thaler Asset Management, Inc. | 0.20% | Reduce -8.9% | 1,131,184 | $45.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 909,764 | $36.3M |
| Invesco Ltd. | 0.01% | Add +14.6% | 885,948 | $35.3M |
| Sunriver Management LLC | 4.59% | Add +6.3% | 879,617 | $35.1M |
| North Star Asset Management Inc. | 1.38% | Add +0.8% | 734,759 | $29.3M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 721,917 | $28.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 706,434 | $28.2M |
| Renaissance Technologies | 0.04% | Reduce -16.3% | 665,426 | $26.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 654,122 | $26.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 602,883 | $24.1M |
| Natixis Advisors, LLC | 0.06% | Reduce -1.4% | 599,839 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 571,412 | $22.8M |
| Bank of America Corp. | 0.00% | Reduce -7.9% | 535,793 | $21.4M |
| Capital Group Private Client Services, Inc. | 0.20% | Add +12.8% | 494,836 | $19.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -26.3% | 445,748 | $17.8M |
| Sei Investments Co. | 0.03% | Reduce -0.5% | 445,498 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.3% | 444,950 | $17.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.5% | 410,527 | $16.4M |
| Norges Bank | 0.00% | Reduce -15.4% | 405,387 | $16.2M |
| Lone Peak Global Investors LLC | 3.87% | Add +3.4% | 381,529 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.3% | 371,808 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.2% | 362,410 | $14.5M |
| Millennium Management | 0.01% | Add +3792.8% | 356,855 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +37.7% | 356,078 | $14.2M |
| One Fin Capital Management LP | 5.26% | No change | 350,000 | $14.0M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.1% | 322,790 | $12.9M |
| Bares Capital Management, Inc. | 0.51% | Reduce -5.2% | 322,449 | $12.9M |
| DF Dent & Co. Inc. | 0.15% | Reduce -0.7% | 309,601 | $12.4M |
| LSV Asset Management | 0.02% | Reduce -8.8% | 301,900 | $12.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 285,446 | $11.4M |
| Schroder Investment Management Group | 0.01% | Reduce -2.9% | 281,685 | $11.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -11.7% | 279,395 | $11.1M |
| Alpine Peaks Capital, LP | 5.34% | No change | 232,393 | $9.3M |
| Nordea Investment Management AB | 0.01% | Add +29.2% | 217,123 | $8.8M |
| Schwerin Boyle Capital Management Inc. | 0.86% | No change | 217,550 | $8.7M |
| Nicholas Company, Inc. | 0.14% | No change | 216,020 | $8.6M |
| CenterBook Partners LP | 0.58% | Add +274.0% | 209,683 | $8.4M |
| Ziegler Capital Management, LLC | 0.30% | Add +156.3% | 195,324 | $7.8M |
| Deutsche Bank AG | 0.00% | Reduce -25.1% | 190,813 | $7.6M |
| Raymond James & Associates | 0.01% | Add +11.1% | 189,181 | $7.5M |
| Eagle Asset Management Inc. | 0.04% | Add +6.3% | 191,947 | $7.5M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 180,272 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 178,045 | $7.1M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -0.3% | 168,277 | $6.7M |
| Voya Investment Management LLC | 0.01% | Add +3.2% | 160,118 | $6.4M |
| Man Group plc | 0.02% | Reduce -33.7% | 157,861 | $6.3M |
| Credit Suisse AG/ | 0.01% | Add +1.9% | 136,672 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 133,320 | $5.3M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.0% | 132,481 | $5.3M |
| Swiss National Bank | 0.00% | No change | 127,374 | $5.1M |
| Heartland Advisors Inc. | 0.25% | Reduce -4.4% | 120,600 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.4% | 114,258 | $4.6M |
| Keeley-Teton Advisors, LLC | 0.55% | Reduce -2.5% | 111,521 | $4.4M |
| Sapience Investments, LLC | 1.21% | Reduce -7.5% | 91,835 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.5% | 91,464 | $3.6M |
| Penserra Capital Management LLC | 0.04% | Add +5479.9% | 85,484 | $3.4M |
| Bridgewater Associates | 0.02% | Add +0.5% | 83,888 | $3.3M |
| Redwood Investments, LLC | 0.97% | Reduce -25.3% | 84,503 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -3.3% | 81,022 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -50.6% | 79,498 | $3.2M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -7.2% | 78,474 | $3.1M |
| Aptus Capital Advisors, LLC | 0.06% | Add +11.8% | 70,580 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.4% | 69,385 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 69,283 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -5.3% | 64,697 | $2.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +9.3% | 71,754 | $2.4M |
| Invenomic Capital Management LP | 0.13% | New | 60,314 | $2.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.24% | Reduce -20.0% | 60,000 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +9.7% | 59,068 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.2% | 58,870 | $2.3M |
| Barclays PLC | 0.00% | Reduce -42.7% | 58,793 | $2.3M |
| Bridge City Capital, LLC | 0.85% | Add +0.8% | 58,286 | $2.3M |
| Texas Permanent School Fund Corp. | 0.02% | Reduce -0.5% | 56,564 | $2.3M |
| Citigroup Inc. | 0.00% | Add +0.8% | 56,306 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +48.4% | 55,275 | $2.2M |
| TD Asset Management Inc | 0.00% | Reduce -10.3% | 53,759 | $2.1M |
| UBS Group AG | 0.00% | Reduce -30.9% | 52,977 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | New | 51,103 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -27.3% | 50,894 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +132.4% | 50,772 | $2.0M |
| Polaris Capital Management, LLC | 0.10% | No change | 49,800 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -5.7% | 48,226 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +17.5% | 44,647 | $1.8M |
| Capital International Sarl | 0.06% | Reduce -0.4% | 44,168 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 43,871 | $1.8M |
| QSV Equity Investors LLC | 1.66% | Add +2.5% | 43,335 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 39,988 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.8% | 39,373 | $1.6M |
| JLB & Associates Inc. | 0.20% | Add +18.8% | 37,690 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +17.5% | 37,215 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +1.6% | 35,966 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -29.0% | 35,958 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.1% | 35,941 | $1.4M |
| Willis Investment Counsel | 0.10% | Add +3.1% | 35,541 | $1.4M |
| American International Group, Inc. | 0.01% | Reduce -1.0% | 35,223 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 34,703 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.2% | 34,756 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +13.7% | 34,169 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 33,524 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +26.1% | 32,841 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.7% | 32,000 | $1.3M |
| Blair William & Co. | 0.00% | Add +72.2% | 31,239 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.0% | 30,743 | $1.2M |
| Aristides Capital LLC | 0.52% | Reduce -7.4% | 30,319 | $1.2M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.61% | Reduce -14.3% | 30,000 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.1% | 29,927 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.1% | 29,185 | $1.2M |
| Royce & Associates LP | 0.01% | Reduce -36.4% | 28,535 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -35.8% | 27,684 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 26,360 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -27.1% | 25,009 | $998K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -7.9% | 27,646 | $916K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 22,464 | $896K |
| Prospector Partners LLC | 0.10% | Add +47.2% | 22,000 | $878K |
| Capstone Investment Advisors, LLC | 0.03% | New | 21,755 | $868K |
| MML Investors Services, LLC | 0.00% | Reduce -11.0% | 21,655 | $864K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.2% | 23,289 | $863K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,442 | $856K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.5% | 20,589 | $822K |
| Simplicity Wealth,LLC | 0.02% | New | 20,589 | $822K |
| Amalgamated Bank | 0.01% | Reduce -29.4% | 20,093 | $802K |
| Avior Wealth Management, LLC | 0.04% | Reduce -29.5% | 19,084 | $761K |
| Amundi | 0.00% | Add +12.2% | 20,205 | $751K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 17,762 | $709K |
| Legato Capital Management LLC | 0.08% | No change | 17,611 | $703K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.8% | 17,336 | $692K |
| Truist Financial Corp. | 0.00% | Reduce -74.8% | 17,170 | $685K |
| Thomas J. Herzfeld Advisors, Inc. | 0.24% | No change | 16,956 | $677K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.7% | 16,386 | $654K |
| Two Sigma Investments, LP | 0.00% | New | 15,600 | $622K |
| Zacks Investment Management | 0.01% | Reduce -0.4% | 14,200 | $567K |
| UniSuper Management Pty Ltd | 0.01% | New | 14,156 | $565K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.7% | 13,957 | $557K |
| Cetera Investment Advisers | 0.00% | New | 13,740 | $548K |
| Riverwater Partners LLC | 0.40% | Add +1.0% | 13,688 | $546K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -12.8% | 13,544 | $540K |
| Two Sigma Advisers, LP | 0.00% | Add +38.1% | 13,400 | $535K |
| ProShare Advisors LLC | 0.00% | Add +7.2% | 13,163 | $525K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.2% | 12,785 | $510K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.8% | 12,676 | $506K |
| Federated Hermes, Inc. | 0.00% | No change | 12,659 | $505K |
| Phoenix Financial Ltd. | 0.01% | New | 12,500 | $497K |
| Lazard Asset Management LLC | 0.00% | Reduce -38.4% | 12,470 | $497K |
| Janney Montgomery Scott LLC | 0.00% | Add +19.2% | 12,073 | $482K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -28.0% | 11,747 | $469K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,200 | $447K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.3% | 11,135 | $444K |
| Equitable Trust Co. | 0.03% | No change | 10,956 | $437K |
| Praxis Investment Management Inc. | 0.03% | No change | 10,810 | $431K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 10,358 | $413K |
| Paragon Private Wealth Management, LLC | 0.25% | No change | 10,341 | $413K |
| HSBC Holdings PLC | 0.00% | New | 9,842 | $393K |
| Keybank National Association | 0.00% | Add +77.5% | 9,800 | $391K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.9% | 9,648 | $385K |
| Nicolet Bankshares Inc. | 0.08% | Reduce -5.2% | 9,635 | $384K |
| New York Life Investment Management LLC | 0.00% | Reduce -9.2% | 9,291 | $371K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -12.0% | 9,182 | $366K |
| Smith Group Asset Management, LLC | 0.02% | No change | 8,847 | $353K |
| Mariner, LLC | 0.00% | Add +4.6% | 8,001 | $319K |
| LPL Financial LLC | 0.00% | Add +15.1% | 7,534 | $301K |
| AlphaMark Advisors, LLC | 0.10% | Add +15.4% | 7,438 | $297K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,422 | $296K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $293K |
| Vident Advisory, LLC | 0.01% | New | 7,323 | $292K |
| Wealth Alliance, LLC | 0.04% | Reduce -0.9% | 6,892 | $275K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -72.6% | 6,800 | $271K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,769 | $270K |
| Freedom Investment Management, Inc. | 0.02% | Add +26.4% | 6,545 | $261K |
| AlphaQ Advisors LLC | 0.15% | Add +12.7% | 6,366 | $254K |
| AQR Capital Management | 0.00% | Reduce -72.5% | 6,346 | $253K |
| EMC Capital Management | 0.15% | New | 6,102 | $243K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.6% | 5,917 | $236K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -2.6% | 5,754 | $230K |
| HRT Financial LP | 0.00% | New | 5,332 | $212K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -2.1% | 5,145 | $206K |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.1% | 4,883 | $195K |
| SG Americas Securities, LLC | 0.00% | New | 4,049 | $162K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -9.7% | 3,388 | $135K |
| Globeflex Capital L P | 0.01% | No change | 3,132 | $125K |
| Shell Asset Management Co. | 0.01% | Reduce -9.1% | 3,691 | $123K |
| EntryPoint Capital, LLC | 0.10% | Add +48.9% | 2,761 | $110K |
| US Bancorp \de | 0.00% | Add +9.6% | 2,194 | $88K |
| nVerses Capital, LLC | 0.18% | New | 1,900 | $76K |
| Sit Investment Associates Inc. | 0.00% | No change | 1,800 | $72K |
| KBC Group NV | 0.00% | No change | 1,794 | $72K |
| Chiron Investment Management, LLC | 0.03% | Add +75.8% | 1,633 | $65K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +113.5% | 1,642 | $65K |
| TD Private Client Wealth LLC | 0.00% | Add +60.7% | 1,572 | $63K |
| Huntington National Bank | 0.00% | Add +7470.0% | 1,514 | $60K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,467 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -0.9% | 1,143 | $46K |
| Nisa Investment Advisors, LLC | 0.00% | Add +75.8% | 1,109 | $44K |
| Principal Securities, Inc. | 0.00% | Reduce -6.6% | 822 | $33K |
| Allworth Financial LP | 0.00% | Add +1589.6% | 811 | $32K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 800 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.9% | 751 | $30K |
| Y.D. More Investments Ltd | 0.00% | Reduce -18.9% | 535 | $21K |
| GAMMA Investing LLC | 0.00% | Reduce -19.3% | 484 | $19K |
| Fifth Third Bancorp | 0.00% | Add +4.9% | 429 | $17K |
| Citadel Advisors | 0.00% | Reduce -96.7% | 412 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 394 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 332 | $13K |
| Cwm, LLC | 0.00% | Reduce -16.0% | 337 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -68.5% | 323 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +56.2% | 317 | $13K |
| Fernwood Investment Management, LLC | 0.00% | New | 311 | $12K |
| Private Trust Co. NA | 0.00% | No change | 305 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 275 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +638.2% | 251 | $10K |
| Richardson Financial Services Inc. | 0.01% | Reduce -3.8% | 229 | $9K |
| Covestor Ltd | 0.01% | Reduce -83.9% | 232 | $9K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +7.6% | 185 | $7K |
| National Bank of Canada | 0.00% | Add +42.9% | 180 | $7K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 145 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 121 | $5K |
| Colonial Trust Advisors | 0.00% | New | 114 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.5% | 114 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 108 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 107 | $4K |
| Mather Group, Llc. | 0.00% | New | 92 | $4K |
| Eagle Bay Advisors LLC | 0.00% | New | 87 | $3K |
| Signaturefd, LLC | 0.00% | Add +72.9% | 83 | $3K |
| Arax Advisory Partners | 0.00% | No change | 80 | $3K |
| LGT Financial Advisors LLC | 0.00% | No change | 63 | $3K |
| Fairman Group, LLC | 0.00% | No change | 51 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 56 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.6% | 50 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 48 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 38 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.7% | 38 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 34 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 31 | $1K |
| Quadrant Capital Group LLC | 0.00% | Reduce -40.0% | 27 | $1K |
| UMB Bank, n.a. | 0.00% | New | 24 | $958 |
| WealthCollab, LLC | 0.00% | No change | 23 | $918 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $918 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 21 | $837 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -67.3% | 17 | $672 |
| Continuum Advisory, LLC | 0.00% | New | 15 | $562 |
| Abound Wealth Management | 0.00% | No change | 13 | $519 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 8 | $298 |
| Rothschild Investment LLC | 0.00% | New | 5 | $200 |
| CIBC Private Wealth Group LLC | 0.00% | New | 5 | $194 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $160 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $160 |
| TD Capital Management LLC | 0.00% | New | 3 | $120 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.