EvertecEVTC
13F holders, Q2 2025 (June 30)266holders +13
37new positions
24sold out
7famous investors
$36.05avg. 13F price*
At the end of Q2 2025, 266 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, up 13 from Q1 2025. 37 opened new positions and 24 sold out. The largest holders were FMR LLC ($344.0M), BlackRock, Inc. ($339.7M) and Vanguard Group Inc. ($258.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $41.6M |
| Exits | 24 | $8.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,135,041 shares bought and 2,643,472 shares sold, net +491,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| FMR LLC | 0.02% | Add +0.1% | 9,542,111 | $344.0M |
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 9,424,101 | $339.7M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 7,165,922 | $258.3M |
| American Century Companies Inc. | 0.09% | Add +1.0% | 4,558,374 | $164.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.30% | Reduce -1.1% | 3,435,704 | $123.9M |
| State Street Corp. | 0.00% | Reduce -0.1% | 2,449,044 | $88.3M |
| River Road Asset Management, LLC | 0.85% | Reduce -1.4% | 1,849,213 | $66.8M |
| Victory Capital Management Inc. | 0.04% | Reduce -8.7% | 1,796,160 | $64.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 1,536,807 | $55.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 1,476,778 | $53.2M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -2.4% | 1,191,561 | $43.0M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Reduce -0.2% | 1,153,293 | $41.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.5% | 857,839 | $30.9M |
| North Star Asset Management Inc. | 1.24% | Reduce -0.3% | 813,506 | $29.3M |
| Northern Trust Corp. | 0.00% | Reduce -10.7% | 810,245 | $29.2M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 656,572 | $23.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 641,098 | $23.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.1% | 639,035 | $23.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -1.7% | 558,287 | $20.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 510,203 | $18.4M |
| Lone Peak Global Investors LLC | 2.99% | Add +3.0% | 435,431 | $15.7M |
| D. E. Shaw & Co. | 0.02% | Add +9.6% | 432,220 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.4% | 383,914 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 375,033 | $13.5M |
| Boston Partners | 0.01% | New | 363,466 | $13.0M |
| Pathstone Holdings, LLC | 0.05% | Reduce -2.1% | 319,048 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 318,922 | $11.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.6% | 315,641 | $11.4M |
| Palisade Capital Management, LP | 0.36% | Reduce -2.8% | 306,390 | $11.0M |
| DF Dent & Co. Inc. | 0.13% | Reduce -32.5% | 292,483 | $10.5M |
| Globeflex Capital L P | 0.86% | Add +9133.9% | 289,207 | $10.4M |
| Renaissance Technologies | 0.01% | Add +16.7% | 281,126 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +195.8% | 256,565 | $9.2M |
| Public Sector Pension Investment Board | 0.04% | Add +27.2% | 256,533 | $9.2M |
| Clark Capital Management Group, Inc. | 0.06% | Add +9.3% | 251,401 | $9.1M |
| Nuveen, LLC | 0.00% | Add +26.0% | 246,592 | $8.9M |
| Two Sigma Investments, LP | 0.02% | Add +4.9% | 227,745 | $8.2M |
| Schwerin Boyle Capital Management Inc. | 0.87% | No change | 217,550 | $7.8M |
| Nicholas Company, Inc. | 0.13% | No change | 216,075 | $7.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +422.6% | 208,037 | $7.5M |
| Legal & General Group Plc | 0.00% | Add +6.2% | 183,361 | $6.6M |
| UBS Group AG | 0.00% | Add +115.8% | 180,856 | $6.5M |
| Invesco Ltd. | 0.00% | Add +37.7% | 175,679 | $6.3M |
| Rhumbline Advisers | 0.01% | Add +0.9% | 175,026 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -21.9% | 174,701 | $6.3M |
| Barclays PLC | 0.00% | Add +93.3% | 168,325 | $6.1M |
| Alpine Peaks Capital, LP | 5.31% | No change | 166,798 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 143,527 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.0% | 134,831 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Add +0.9% | 130,027 | $4.7M |
| Tudor Investment Corporation | 0.03% | New | 126,628 | $4.6M |
| Amundi | 0.00% | Add +245.4% | 121,996 | $4.6M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 122,274 | $4.4M |
| Gabelli Funds LLC | 0.03% | New | 121,670 | $4.4M |
| Aristides Capital LLC | 1.36% | Add +34.2% | 118,536 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -44.1% | 118,240 | $4.3M |
| Marshall Wace, LLP | 0.01% | Add +301.1% | 115,876 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Add +324.6% | 115,761 | $4.2M |
| Invenomic Capital Management LP | 0.24% | Reduce -60.3% | 115,478 | $4.2M |
| Heartland Advisors Inc. | 0.22% | No change | 110,000 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -21.2% | 105,402 | $3.8M |
| F/m Investments LLC | 0.13% | Add +45.0% | 101,776 | $3.7M |
| Great Lakes Advisors, LLC | 0.03% | New | 101,178 | $3.6M |
| Lombard Odier Asset Management (Europe) Ltd | 0.30% | Add +198.4% | 94,000 | $3.4M |
| Prudential Financial Inc. | 0.00% | Add +38.0% | 85,747 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 83,762 | $3.0M |
| Millennium Management | 0.00% | Reduce -1.1% | 82,528 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +5.0% | 81,703 | $2.9M |
| Alliancebernstein L.P. | 0.00% | No change | 76,365 | $2.8M |
| Panagora Asset Management Inc. | 0.01% | New | 69,283 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.7% | 68,954 | $2.5M |
| Bridge City Capital, LLC | 0.68% | Reduce -1.4% | 67,510 | $2.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -39.0% | 67,500 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -31.0% | 66,646 | $2.4M |
| Willis Investment Counsel | 0.13% | Add +63.1% | 62,033 | $2.2M |
| Penserra Capital Management LLC | 0.03% | Reduce -2.1% | 60,508 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 59,922 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +0.7% | 59,159 | $2.1M |
| Norges Bank | 0.00% | Reduce -48.9% | 58,572 | $2.1M |
| Polaris Capital Management, LLC | 0.13% | No change | 53,900 | $1.9M |
| Sapience Investments, LLC | 1.29% | Reduce -3.5% | 53,625 | $1.9M |
| Trexquant Investment LP | 0.02% | Add +417.2% | 53,432 | $1.9M |
| Creative Planning | 0.00% | Add +14.8% | 51,497 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.3% | 50,808 | $1.8M |
| New York State Teachers Retirement System | 0.00% | Add +18.3% | 49,377 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -44.5% | 48,163 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.45% | New | 46,395 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Add +230.9% | 46,316 | $1.7M |
| New Age Alpha Advisors, LLC | 0.07% | New | 45,599 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -15.8% | 44,760 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.1% | 43,150 | $1.6M |
| QSV Equity Investors LLC | 1.57% | Reduce -0.8% | 41,869 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -49.7% | 41,475 | $1.5M |
| Algert Global LLC | 0.03% | Reduce -23.8% | 40,523 | $1.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.75% | No change | 40,000 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +5.7% | 39,931 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -21.6% | 39,614 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -52.3% | 38,838 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +4.5% | 38,424 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +7.5% | 37,894 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -3.3% | 37,654 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +600.9% | 37,576 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 36,740 | $1.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +83.9% | 36,547 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -32.4% | 36,199 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Add +59.1% | 35,736 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.0% | 35,277 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +3.5% | 34,005 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +1.7% | 33,598 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.5% | 33,016 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | New | 31,906 | $1.1M |
| Jennison Associates LLC | 0.00% | Add +21.6% | 31,681 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -68.2% | 31,650 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +104.9% | 31,111 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.0% | 29,700 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.2% | 28,234 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.0% | 28,129 | $1.0M |
| LPL Financial LLC | 0.00% | Add +8.9% | 28,084 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,360 | $950K |
| Snowden Capital Advisors LLC | 0.03% | Add +0.6% | 25,704 | $927K |
| Horizon Investments, LLC | 0.01% | New | 25,352 | $913K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.3% | 25,151 | $907K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 24,400 | $879K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +6.2% | 23,764 | $857K |
| Yousif Capital Management, LLC | 0.01% | Add +0.8% | 23,646 | $852K |
| Los Angeles Capital Management LLC | 0.00% | Add +239.3% | 22,086 | $796K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 21,869 | $788K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 21,658 | $781K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 21,553 | $777K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,441 | $773K |
| Sei Investments Co. | 0.00% | Reduce -96.5% | 20,934 | $755K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.9% | 20,500 | $739K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.1% | 19,927 | $719K |
| Arizona State Retirement System | 0.00% | Add +2.4% | 18,686 | $674K |
| Maryland State Retirement & Pension System | 0.01% | No change | 18,561 | $669K |
| Amalgamated Bank | 0.01% | Add +0.1% | 18,225 | $657K |
| Voya Investment Management LLC | 0.00% | Add +0.3% | 18,158 | $655K |
| Legato Capital Management LLC | 0.07% | No change | 17,421 | $628K |
| GAMCO Investors | 0.01% | New | 17,398 | $627K |
| AQR Capital Management | 0.00% | Add +154.8% | 17,165 | $619K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +31.1% | 16,825 | $605K |
| State of Wisconsin Investment Board | 0.00% | Add +148.0% | 16,638 | $600K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.3% | 16,332 | $589K |
| State of Wyoming | 0.07% | Add +65.3% | 16,197 | $584K |
| Smith Group Asset Management, LLC | 0.04% | Reduce -0.1% | 15,475 | $558K |
| Osaic Holdings, Inc. | 0.00% | Add +1851.3% | 15,123 | $556K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,900 | $537K |
| HSBC Holdings PLC | 0.00% | Add +17.0% | 14,866 | $535K |
| Vident Advisory, LLC | 0.01% | New | 14,792 | $533K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 14,560 | $525K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +5.4% | 14,462 | $521K |
| ProShare Advisors LLC | 0.00% | Reduce -4.3% | 14,353 | $517K |
| JLB & Associates Inc. | 0.07% | Reduce -5.1% | 13,922 | $502K |
| Atria Investments, Inc | 0.01% | Add +25.6% | 13,723 | $495K |
| XTX Topco Ltd | 0.02% | Add +50.5% | 13,559 | $489K |
| LSV Asset Management | 0.00% | Reduce -94.2% | 13,400 | $483K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 13,279 | $479K |
| Engineers Gate Manager LP | 0.01% | New | 13,066 | $471K |
| Bank of Montreal | 0.00% | Reduce -3.1% | 13,011 | $469K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -58.6% | 12,196 | $440K |
| Inceptionr LLC | 0.10% | Add +47.4% | 11,823 | $426K |
| Martingale Asset Management L P | 0.01% | New | 11,721 | $423K |
| Callan Family Office, LLC | 0.01% | New | 11,364 | $410K |
| Cetera Investment Advisers | 0.00% | Reduce -5.4% | 10,897 | $393K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.4% | 10,575 | $390K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 9,797 | $353K |
| Asset Management One Co., Ltd. | 0.00% | New | 9,643 | $348K |
| Equitable Trust Co. | 0.02% | Add +3.3% | 9,155 | $330K |
| Keybank National Association | 0.00% | Reduce -15.0% | 8,989 | $324K |
| Mariner, LLC | 0.00% | Reduce -15.1% | 8,909 | $321K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.2% | 8,870 | $320K |
| Bridges Investment Management Inc. | 0.00% | No change | 8,538 | $308K |
| Lido Advisors, LLC | 0.00% | New | 8,383 | $302K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -38.6% | 8,306 | $299K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.8% | 8,172 | $295K |
| IFP Advisors, Inc | 0.01% | Add +23.7% | 8,034 | $294K |
| Crestwood Advisors Group, LLC | 0.01% | New | 8,044 | $290K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.9% | 7,931 | $286K |
| Petrus Trust Company, LTA | 0.03% | New | 7,900 | $285K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +376.9% | 7,415 | $267K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $264K |
| &partners | 0.00% | Add +12.0% | 7,281 | $262K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,140 | $257K |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 7,019 | $253K |
| Wealth Alliance, LLC | 0.03% | Add +16.8% | 6,623 | $239K |
| Gallacher Capital Management LLC | 0.11% | New | 6,621 | $239K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 6,576 | $237K |
| Contravisory Investment Management, Inc. | 0.05% | New | 6,509 | $235K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,444 | $232K |
| MML Investors Services, LLC | 0.00% | New | 6,215 | $224K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -32.0% | 6,002 | $216K |
| Sherbrooke Park Advisers LLC | 0.09% | Reduce -29.8% | 5,973 | $215K |
| Quantinno Capital Management LP | 0.00% | New | 5,773 | $208K |
| Shell Asset Management Co. | 0.00% | Reduce -9.8% | 3,015 | $109K |
| KBC Group NV | 0.00% | Reduce -27.9% | 2,300 | $83K |
| Huntington National Bank | 0.00% | Reduce -3.3% | 2,241 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 2,234 | $81K |
| TD Private Client Wealth LLC | 0.00% | Add +15.3% | 2,139 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2751.4% | 1,996 | $72K |
| Blue Trust, Inc. | 0.00% | Add +28.6% | 1,958 | $71K |
| EMC Capital Management | 0.04% | Reduce -68.2% | 1,938 | $70K |
| Cwm, LLC | 0.00% | Reduce -13.8% | 1,762 | $64K |
| Vestcor Inc | 0.00% | New | 1,759 | $63K |
| Fifth Third Bancorp | 0.00% | Reduce -13.0% | 1,478 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Add +479.1% | 1,355 | $49K |
| Principal Securities, Inc. | 0.00% | Add +25.6% | 1,353 | $49K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.0% | 1,279 | $46K |
| Jones Financial Companies LLLP | 0.00% | Add +99.8% | 1,035 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.7% | 971 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -34.4% | 963 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | Add +35.9% | 882 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.0% | 834 | $30K |
| USA Financial Formulas | 0.00% | New | 715 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 654 | $24K |
| GAMMA Investing LLC | 0.00% | Add +51.6% | 599 | $22K |
| First Horizon Advisors, Inc. | 0.00% | No change | 544 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 511 | $18K |
| J.Safra Asset Management Corp | 0.00% | Reduce -29.6% | 425 | $15K |
| UMB Bank, n.a. | 0.00% | Reduce -5.4% | 422 | $15K |
| Kimelman & Baird, LLC | 0.00% | No change | 401 | $14K |
| Danske Bank A/S | 0.00% | No change | 400 | $14K |
| US Bancorp \de | 0.00% | Reduce -19.1% | 390 | $14K |
| Maseco LLP | 0.00% | — | 384 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 365 | $13K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -83.8% | 354 | $13K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -8.8% | 350 | $13K |
| Richardson Financial Services Inc. | 0.01% | No change | 328 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 288 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +174.5% | 258 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 184 | $7K |
| Quarry LP | 0.00% | New | 170 | $6K |
| Y.D. More Investments Ltd | 0.00% | Reduce -12.0% | 169 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +131.8% | 153 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +161.8% | 144 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 130 | $5K |
| Arax Advisory Partners | 0.00% | No change | 130 | $5K |
| Allworth Financial LP | 0.00% | Reduce -39.1% | 129 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 125 | $5K |
| LRI Investments, LLC | 0.00% | Add +40.2% | 115 | $4K |
| Brooklyn Investment Group | 0.00% | Reduce -62.5% | 103 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Add +450.0% | 77 | $3K |
| Park Square Financial Group, LLC | 0.00% | New | 75 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 69 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -66.1% | 62 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 56 | $2K |
| Covestor Ltd | 0.00% | Add +1000.0% | 44 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -44.7% | 52 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -64.2% | 48 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -33.8% | 47 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 43 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 43 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $1K |
| MAI Capital Management | 0.00% | New | 39 | $1K |
| Signaturefd, LLC | 0.00% | No change | 35 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +700.0% | 32 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -51.6% | 15 | $541 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 14 | $504 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 11 | $397 |
| Larson Financial Group LLC | 0.00% | New | 7 | $252 |
| Abound Wealth Management | 0.00% | Reduce -16.7% | 5 | $181 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -85.7% | 5 | $180 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $109 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -77.8% | 2 | $72 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $72 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -95.2% | 1 | $37 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.