EvertecEVTC
13F holders, Q1 2025 (March 31)253holders +7
35new positions
27sold out
6famous investors
$36.77avg. 13F price*
At the end of Q1 2025, 253 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, up 7 from Q4 2024. 35 opened new positions and 27 sold out. The largest holders were FMR LLC ($350.4M), BlackRock, Inc. ($349.2M) and Vanguard Group Inc. ($262.3M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.7M |
| Exits | 27 | $26.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,696,477 shares bought and 3,122,108 shares sold, net −1,425,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| FMR LLC | 0.02% | Reduce -0.1% | 9,530,792 | $350.4M |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 9,496,142 | $349.2M |
| Vanguard Group Inc. | 0.00% | Reduce -2.0% | 7,133,522 | $262.3M |
| American Century Companies Inc. | 0.10% | Reduce -1.1% | 4,512,227 | $165.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.31% | Add +1.9% | 3,473,953 | $127.7M |
| State Street Corp. | 0.00% | Reduce -6.2% | 2,450,697 | $90.1M |
| Victory Capital Management Inc. | 0.08% | Reduce -1.6% | 1,967,622 | $72.3M |
| River Road Asset Management, LLC | 0.94% | Reduce -1.9% | 1,874,607 | $68.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.5% | 1,554,389 | $57.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 1,467,272 | $54.0M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -2.1% | 1,220,297 | $44.9M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +3.0% | 1,155,394 | $42.5M |
| Northern Trust Corp. | 0.01% | Add +7.1% | 907,660 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Add +53.1% | 871,051 | $32.0M |
| North Star Asset Management Inc. | 1.37% | Add +2.7% | 815,816 | $30.0M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 690,968 | $25.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 631,877 | $23.2M |
| Sei Investments Co. | 0.03% | Add +5.3% | 605,450 | $22.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.6% | 580,500 | $21.3M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.9% | 567,716 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 517,250 | $19.0M |
| DF Dent & Co. Inc. | 0.21% | Reduce -0.3% | 433,158 | $15.9M |
| Lone Peak Global Investors LLC | 3.20% | Reduce -0.1% | 422,551 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 405,849 | $14.9M |
| D. E. Shaw & Co. | 0.02% | Add +49.2% | 394,520 | $14.5M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 375,225 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 332,121 | $12.2M |
| Pathstone Holdings, LLC | 0.05% | Add +0.0% | 325,912 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.3% | 317,649 | $11.7M |
| Palisade Capital Management, LP | 0.38% | Reduce -0.9% | 315,071 | $11.6M |
| Invenomic Capital Management LP | 0.54% | Add +5.3% | 290,508 | $10.7M |
| Renaissance Technologies | 0.01% | Reduce -14.1% | 240,926 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.1% | 236,684 | $8.7M |
| LSV Asset Management | 0.02% | Reduce -6.6% | 230,800 | $8.5M |
| Clark Capital Management Group, Inc. | 0.06% | Add +16.9% | 230,083 | $8.5M |
| Bank of America Corp. | 0.00% | Add +109.5% | 223,743 | $8.2M |
| Schwerin Boyle Capital Management Inc. | 0.82% | No change | 217,550 | $8.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -22.2% | 217,060 | $8.0M |
| Nicholas Company, Inc. | 0.14% | Add +0.1% | 216,075 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -22.5% | 211,625 | $7.8M |
| Public Sector Pension Investment Board | 0.03% | Add +27.3% | 201,708 | $7.4M |
| Nuveen, LLC | 0.00% | — | 195,700 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.4% | 173,523 | $6.4M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 172,650 | $6.3M |
| Alpine Peaks Capital, LP | 5.53% | Reduce -3.2% | 166,798 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 147,108 | $5.4M |
| Keeley-Teton Advisors, LLC | 0.64% | Reduce -2.8% | 142,474 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +184.6% | 133,714 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.3% | 128,904 | $4.7M |
| Invesco Ltd. | 0.00% | Reduce -85.7% | 127,584 | $4.7M |
| Swiss National Bank | 0.00% | Reduce -2.0% | 123,274 | $4.5M |
| Norges Bank | 0.00% | Reduce -39.7% | 114,705 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -9.0% | 110,600 | $4.1M |
| Heartland Advisors Inc. | 0.23% | No change | 110,000 | $4.0M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 99,364 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 96,651 | $3.6M |
| Aristides Capital LLC | 1.21% | Add +21.5% | 88,344 | $3.2M |
| Barclays PLC | 0.00% | Reduce -26.7% | 87,093 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.6% | 86,763 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 86,721 | $3.2M |
| UBS Group AG | 0.00% | Reduce -50.7% | 83,786 | $3.1M |
| Millennium Management | 0.00% | Add +230.1% | 83,449 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 82,834 | $3.0M |
| Citadel Advisors | 0.00% | Add +133.6% | 82,397 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -35.2% | 81,365 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +19.6% | 77,849 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 76,365 | $2.8M |
| F/m Investments LLC | 0.10% | Reduce -1.5% | 70,171 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -9.0% | 69,470 | $2.6M |
| Bridge City Capital, LLC | 0.76% | Reduce -0.4% | 68,485 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 62,157 | $2.3M |
| Penserra Capital Management LLC | 0.04% | Add +0.1% | 61,781 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 58,742 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.4% | 58,622 | $2.2M |
| Sapience Investments, LLC | 1.46% | Reduce -15.4% | 55,556 | $2.0M |
| Polaris Capital Management, LLC | 0.11% | Reduce -10.9% | 53,900 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -16.9% | 53,533 | $2.0M |
| Algert Global LLC | 0.05% | Reduce -45.3% | 53,203 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -9.0% | 53,127 | $2.0M |
| Redwood Investments, LLC | 0.70% | Reduce -3.8% | 50,921 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +6.2% | 50,542 | $1.9M |
| Creative Planning | 0.00% | Add +0.1% | 44,851 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +16.7% | 43,618 | $1.6M |
| QSV Equity Investors LLC | 1.61% | Reduce -0.2% | 42,209 | $1.6M |
| New York State Teachers Retirement System | 0.00% | No change | 41,744 | $1.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.80% | No change | 40,000 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 39,812 | $1.5M |
| Zacks Investment Management | 0.01% | Add +4.0% | 39,488 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.4% | 38,941 | $1.4M |
| Willis Investment Counsel | 0.09% | Add +9.9% | 38,022 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.3% | 37,915 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 37,786 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.2% | 36,783 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +24.2% | 36,779 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 35,248 | $1.3M |
| Amundi | 0.00% | Reduce -18.7% | 35,315 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.9% | 33,523 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.0% | 33,258 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 33,031 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 32,838 | $1.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.11% | Reduce -18.7% | 31,500 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.6% | 30,000 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +187.6% | 29,480 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +12.2% | 29,169 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 28,886 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.3% | 28,118 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -15.8% | 27,262 | $999K |
| HRT Financial LP | 0.01% | Add +256.7% | 26,756 | $983K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,360 | $969K |
| Jennison Associates LLC | 0.00% | New | 26,053 | $958K |
| LPL Financial LLC | 0.00% | Add +22.2% | 25,780 | $948K |
| Snowden Capital Advisors LLC | 0.03% | Add +35.5% | 25,550 | $939K |
| Avior Wealth Management, LLC | 0.04% | No change | 25,239 | $928K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.0% | 23,451 | $862K |
| Jump Financial, LLC | 0.01% | Reduce -34.3% | 22,600 | $831K |
| SG Americas Securities, LLC | 0.00% | Reduce -25.8% | 22,458 | $826K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 22,370 | $823K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 22,165 | $815K |
| Verition Fund Management LLC | 0.00% | Add +127.5% | 21,872 | $804K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.3% | 21,658 | $796K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +14.9% | 21,441 | $788K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,442 | $788K |
| Exchange Traded Concepts, LLC | 0.01% | New | 21,141 | $777K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 19,870 | $731K |
| KLP Kapitalforvaltning As | 0.00% | Add +38.7% | 19,000 | $699K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -14.1% | 18,561 | $682K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 18,248 | $671K |
| Dark Forest Capital Management LP | 0.03% | New | 18,229 | $670K |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 18,205 | $669K |
| Voya Investment Management LLC | 0.00% | Reduce -24.3% | 18,111 | $666K |
| Legato Capital Management LLC | 0.09% | Reduce -1.1% | 17,421 | $641K |
| Smith Group Asset Management, LLC | 0.04% | Add +0.4% | 15,487 | $569K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 15,223 | $560K |
| Teacher Retirement System of Texas | 0.00% | New | 15,184 | $558K |
| ProShare Advisors LLC | 0.00% | Reduce -22.7% | 14,999 | $552K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,900 | $548K |
| JLB & Associates Inc. | 0.08% | Reduce -9.2% | 14,673 | $540K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.7% | 14,560 | $535K |
| Cibc World Markets Corp. | 0.00% | Add +134.2% | 14,134 | $520K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -49.4% | 13,998 | $515K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 13,725 | $505K |
| Fox Run Management, L.L.C. | 0.08% | New | 13,518 | $497K |
| Bank of Montreal | 0.00% | Add +12.2% | 13,434 | $494K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.7% | 13,165 | $484K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 12,900 | $474K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +80.8% | 12,834 | $469K |
| HSBC Holdings PLC | 0.00% | Add +35.5% | 12,707 | $465K |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 11,523 | $424K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +55.3% | 11,180 | $414K |
| Atria Investments, Inc | 0.01% | Add +14.2% | 10,925 | $402K |
| Aquatic Capital Management LLC | 0.01% | Add +31.4% | 10,694 | $393K |
| Keybank National Association | 0.00% | Add +0.1% | 10,576 | $389K |
| Mariner, LLC | 0.00% | Add +27.3% | 10,498 | $386K |
| Bayesian Capital Management, LP | 0.06% | New | 10,400 | $382K |
| Trexquant Investment LP | 0.00% | New | 10,331 | $380K |
| State of Wyoming | 0.05% | Add +24.5% | 9,797 | $360K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 9,264 | $341K |
| XTX Topco Ltd | 0.02% | New | 9,009 | $331K |
| Equitable Trust Co. | 0.02% | Reduce -10.4% | 8,860 | $326K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -8.1% | 8,827 | $325K |
| Pictet Asset Management Holding SA | 0.00% | Add +16.9% | 8,678 | $319K |
| Bridges Investment Management Inc. | 0.00% | Add +1.6% | 8,538 | $314K |
| Sherbrooke Park Advisers LLC | 0.15% | Add +38.7% | 8,502 | $313K |
| Inceptionr LLC | 0.09% | New | 8,023 | $295K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $270K |
| Blair William & Co. | 0.00% | Reduce -0.4% | 7,329 | $269K |
| Truist Financial Corp. | 0.00% | Add +5.6% | 7,233 | $266K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,140 | $263K |
| AQR Capital Management | 0.00% | New | 6,736 | $248K |
| State of Wisconsin Investment Board | 0.00% | Reduce -51.7% | 6,709 | $247K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 6,576 | $242K |
| Los Angeles Capital Management LLC | 0.00% | New | 6,510 | $239K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 6,493 | $239K |
| &partners | 0.00% | New | 6,499 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.5% | 6,444 | $237K |
| Paragon Private Wealth Management, LLC | 0.11% | Reduce -23.1% | 6,421 | $236K |
| EMC Capital Management | 0.13% | No change | 6,102 | $224K |
| Bridgewater Associates | 0.00% | Reduce -6.1% | 6,063 | $223K |
| Jefferies Financial Group Inc. | 0.00% | New | 5,741 | $211K |
| Wealth Alliance, LLC | 0.03% | New | 5,672 | $209K |
| Bridgefront Capital, LLC | 0.06% | Reduce -5.9% | 5,621 | $207K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.2% | 5,361 | $197K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 3,344 | $123K |
| KBC Group NV | 0.00% | No change | 3,188 | $117K |
| Globeflex Capital L P | 0.01% | No change | 3,132 | $115K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 2,506 | $94K |
| Huntington National Bank | 0.00% | Add +1.4% | 2,317 | $85K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 2,189 | $80K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.6% | 2,175 | $80K |
| Cwm, LLC | 0.00% | Reduce -7.7% | 2,044 | $75K |
| TD Private Client Wealth LLC | 0.00% | Add +19.3% | 1,855 | $68K |
| Johnson Financial Group, Inc. | 0.00% | Add +6.0% | 1,765 | $65K |
| Fifth Third Bancorp | 0.00% | Add +44.7% | 1,699 | $62K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,627 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.1% | 1,555 | $57K |
| Blue Trust, Inc. | 0.00% | Add +39.3% | 1,522 | $56K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,467 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.7% | 1,066 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 1,077 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.4% | 1,008 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | Add +6.6% | 851 | $31K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.5% | 775 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 649 | $24K |
| J.Safra Asset Management Corp | 0.00% | Add +31.6% | 604 | $22K |
| First Horizon Advisors, Inc. | 0.00% | No change | 544 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +6.6% | 518 | $19K |
| US Bancorp \de | 0.00% | No change | 482 | $18K |
| UMB Bank, n.a. | 0.00% | Add +85.1% | 446 | $16K |
| Kimelman & Baird, LLC | 0.00% | No change | 401 | $15K |
| Danske Bank A/S | 0.00% | No change | 400 | $15K |
| GAMMA Investing LLC | 0.00% | Add +32.5% | 395 | $15K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.5% | 384 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | New | 365 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -0.6% | 328 | $12K |
| Brooklyn Investment Group | 0.00% | New | 275 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.5% | 234 | $9K |
| Y.D. More Investments Ltd | 0.00% | Reduce -13.5% | 192 | $7K |
| Allworth Financial LP | 0.00% | Reduce -31.6% | 212 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3560.0% | 183 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $6K |
| Transce3nd, LLC | 0.00% | No change | 151 | $6K |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 130 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.1% | 134 | $5K |
| Arax Advisory Partners | 0.00% | Add +36.8% | 130 | $5K |
| Rothschild Investment LLC | 0.00% | Add +56.3% | 125 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -84.6% | 114 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +147.4% | 94 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -17.5% | 94 | $3K |
| LRI Investments, LLC | 0.00% | No change | 82 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.5% | 71 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.6% | 70 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 69 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 66 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 58 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 56 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 55 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +3.9% | 53 | $2K |
| SVB Wealth LLC | 0.00% | New | 44 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -16.7% | 40 | $1K |
| Signaturefd, LLC | 0.00% | No change | 35 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +600.0% | 35 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 31 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 14 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $773 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 14 | $514 |
| Perkins Coie Trust Co | 0.00% | New | 14 | $514 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $368 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 9 | $331 |
| Abound Wealth Management | 0.00% | No change | 6 | $221 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $148 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $111 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $74 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.