EvertecEVTC
13F holders, Q3 2025 (September 30)270holders +4
43new positions
38sold out
8famous investors
$33.78avg. 13F price*
At the end of Q3 2025, 270 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, up 4 from Q2 2025. 43 opened new positions and 38 sold out. The largest holders were FMR LLC ($324.2M), BlackRock, Inc. ($311.1M) and Vanguard Group Inc. ($242.1M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $19.2M |
| Exits | 38 | $40.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,988,876 shares bought and 3,486,301 shares sold, net −497,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| FMR LLC | 0.02% | Add +0.6% | 9,597,237 | $324.2M |
| BlackRock, Inc. | 0.01% | Reduce -2.3% | 9,210,248 | $311.1M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 7,167,171 | $242.1M |
| American Century Companies Inc. | 0.08% | Add +7.4% | 4,894,013 | $165.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.28% | Reduce -2.0% | 3,367,415 | $113.8M |
| State Street Corp. | 0.00% | Add +0.3% | 2,455,689 | $83.0M |
| River Road Asset Management, LLC | 0.69% | Reduce -1.8% | 1,816,598 | $61.4M |
| Geode Capital Management, LLC | 0.00% | Add +4.5% | 1,543,659 | $52.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.6% | 1,512,790 | $51.1M |
| Victory Capital Management Inc. | 0.03% | Reduce -16.1% | 1,506,326 | $50.9M |
| Fuller & Thaler Asset Management, Inc. | 0.14% | Add +2.1% | 1,177,788 | $39.8M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -2.5% | 1,161,573 | $39.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 850,783 | $28.7M |
| North Star Asset Management Inc. | 1.10% | Reduce -1.0% | 805,116 | $27.2M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 771,155 | $26.0M |
| Millennium Management | 0.02% | Add +731.6% | 686,281 | $23.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 655,381 | $22.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 644,627 | $21.8M |
| Boston Partners | 0.02% | Add +45.0% | 526,864 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.6% | 496,927 | $16.8M |
| Wells Fargo & Company | 0.00% | Add +32.3% | 496,327 | $16.8M |
| Morgan Stanley | 0.00% | Reduce -25.8% | 486,953 | $16.4M |
| D. E. Shaw & Co. | 0.01% | Add +1.5% | 438,803 | $14.8M |
| Lone Peak Global Investors LLC | 2.55% | Add +0.3% | 436,707 | $14.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -29.1% | 395,726 | $13.4M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 384,087 | $13.0M |
| Clark Capital Management Group, Inc. | 0.08% | Add +44.3% | 362,723 | $12.3M |
| Principal Financial Group Inc. | 0.01% | Add +10.9% | 349,945 | $11.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +63.6% | 340,388 | $11.5M |
| Pathstone Holdings, LLC | 0.04% | Add +1.5% | 323,949 | $10.9M |
| Palisade Capital Management, LP | 0.31% | Reduce -1.2% | 302,753 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.7% | 284,937 | $9.6M |
| Renaissance Technologies | 0.01% | Reduce -1.5% | 276,826 | $9.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -2.7% | 249,603 | $8.4M |
| Invenomic Capital Management LP | 0.44% | Add +114.4% | 247,541 | $8.4M |
| Nuveen, LLC | 0.00% | No change | 246,592 | $8.3M |
| Schwerin Boyle Capital Management Inc. | 0.80% | No change | 217,550 | $7.3M |
| Nicholas Company, Inc. | 0.12% | Reduce -0.1% | 215,975 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.3% | 206,725 | $7.0M |
| Heartland Advisors Inc. | 0.36% | Add +81.8% | 200,000 | $6.8M |
| Alpine Peaks Capital, LP | 5.62% | Add +14.4% | 190,798 | $6.4M |
| Rhumbline Advisers | 0.00% | Add +1.6% | 177,823 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.4% | 177,183 | $6.0M |
| Panagora Asset Management Inc. | 0.02% | Add +142.6% | 168,051 | $5.7M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 160,854 | $5.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -30.6% | 158,107 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 141,314 | $4.8M |
| New York State Common Retirement Fund | 0.01% | Add +3.4% | 134,377 | $4.5M |
| Barclays PLC | 0.00% | Reduce -20.7% | 133,431 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -23.8% | 133,064 | $4.5M |
| Swiss National Bank | 0.00% | Add +1.4% | 123,974 | $4.2M |
| Gabelli Funds LLC | 0.03% | No change | 121,670 | $4.1M |
| Aristides Capital LLC | 1.18% | No change | 118,536 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -3.9% | 113,592 | $3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +87.9% | 112,610 | $3.8M |
| AXA Investment Managers S.A. | 0.01% | — | 102,101 | $3.4M |
| F/m Investments LLC | 0.13% | Reduce -0.7% | 101,069 | $3.4M |
| Marshall Wace, LLP | 0.00% | Reduce -14.5% | 99,066 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +8.6% | 93,127 | $3.1M |
| Bridge City Capital, LLC | 0.76% | Add +24.6% | 84,089 | $2.8M |
| Dana Investment Advisors, Inc. | 0.08% | New | 82,345 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 80,817 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.3% | 73,105 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.1% | 70,394 | $2.4M |
| Balyasny Asset Management L.P. | 0.01% | Add +54.4% | 71,528 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -32.5% | 71,201 | $2.4M |
| Citadel Advisors | 0.00% | Add +70.0% | 70,493 | $2.4M |
| Schroder Investment Management Group | 0.00% | New | 66,779 | $2.3M |
| UBS Group AG | 0.00% | Reduce -63.5% | 65,980 | $2.2M |
| Polaris Capital Management, LLC | 0.14% | Add +20.0% | 64,700 | $2.2M |
| Willis Investment Counsel | 0.12% | Add +2.5% | 63,556 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +16.9% | 59,415 | $2.0M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 59,162 | $2.0M |
| Tudor Investment Corporation | 0.01% | Reduce -53.9% | 58,353 | $2.0M |
| Jennison Associates LLC | 0.00% | Add +77.0% | 56,063 | $1.9M |
| Creative Planning | 0.00% | Add +3.4% | 53,235 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +13.5% | 50,814 | $1.7M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +59.8% | 50,577 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -50.4% | 50,149 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.3% | 49,238 | $1.7M |
| Penserra Capital Management LLC | 0.02% | Reduce -19.8% | 48,558 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.45% | Reduce -0.0% | 46,378 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | New | 46,159 | $1.6M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.4% | 44,492 | $1.5M |
| AQR Capital Management | 0.00% | Add +157.9% | 44,272 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +37.2% | 42,672 | $1.4M |
| Hussman Strategic Advisors, Inc. | 0.31% | New | 42,000 | $1.4M |
| QSV Equity Investors LLC | 1.45% | No change | 41,869 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +8.2% | 40,662 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +2.0% | 40,393 | $1.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.65% | No change | 40,000 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.0% | 39,713 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 38,424 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 37,396 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +8.7% | 36,524 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Add +7.5% | 35,479 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -4.9% | 34,772 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.2% | 34,777 | $1.2M |
| LPL Financial LLC | 0.00% | Add +23.6% | 34,697 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 34,595 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -50.8% | 32,809 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -11.2% | 30,187 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 29,904 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.0% | 29,400 | $993K |
| Two Sigma Advisers, LP | 0.00% | Reduce -58.7% | 27,900 | $942K |
| Picton Mahoney Asset Management | 0.01% | New | 27,576 | $932K |
| Janus Henderson Group PLC | 0.00% | Reduce -76.5% | 27,262 | $921K |
| Intech Investment Management LLC | 0.01% | Reduce -32.0% | 26,396 | $892K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +55.7% | 26,193 | $885K |
| Globeflex Capital L P | 0.14% | Reduce -91.0% | 26,023 | $879K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.7% | 25,965 | $877K |
| Avior Wealth Management, LLC | 0.03% | No change | 25,151 | $850K |
| Franklin Resources Inc. | 0.00% | New | 25,118 | $848K |
| KLP Kapitalforvaltning As | 0.00% | Add +22.4% | 25,100 | $848K |
| Gsa Capital Partners LLP | 0.07% | New | 24,263 | $820K |
| Horizon Investments, LLC | 0.01% | Reduce -4.2% | 24,290 | $819K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.8% | 23,352 | $789K |
| Verition Fund Management LLC | 0.00% | New | 23,096 | $780K |
| Osaic Holdings, Inc. | 0.00% | Add +47.9% | 22,359 | $756K |
| Legato Capital Management LLC | 0.08% | Add +27.7% | 22,241 | $751K |
| Los Angeles Capital Management LLC | 0.00% | No change | 22,086 | $746K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 21,820 | $737K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,441 | $724K |
| Sei Investments Co. | 0.00% | Reduce -3.0% | 20,302 | $686K |
| Vident Advisory, LLC | 0.01% | Add +36.6% | 20,201 | $682K |
| Yousif Capital Management, LLC | 0.01% | Reduce -16.4% | 19,757 | $667K |
| DRW Securities, LLC | 0.03% | New | 18,743 | $651K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 18,938 | $640K |
| Aquatic Capital Management LLC | 0.01% | New | 18,930 | $639K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -28.8% | 18,760 | $634K |
| Amalgamated Bank | 0.00% | Add +2.2% | 18,633 | $629K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -9.0% | 18,130 | $612K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +23.1% | 17,802 | $601K |
| Graham Capital Management, L.P. | 0.03% | New | 17,544 | $593K |
| HRT Financial LP | 0.00% | New | 17,212 | $581K |
| GAMCO Investors | 0.01% | Reduce -1.3% | 17,173 | $580K |
| Semanteon Capital Management, LP | 0.71% | New | 16,702 | $564K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -30.5% | 16,510 | $558K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.2% | 16,294 | $550K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -37.0% | 16,204 | $547K |
| Dark Forest Capital Management LP | 0.02% | New | 15,985 | $540K |
| Smith Group Asset Management, LLC | 0.03% | Add +3.0% | 15,943 | $539K |
| Amundi | 0.00% | Reduce -87.0% | 15,893 | $511K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,900 | $503K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.7% | 14,460 | $488K |
| JLB & Associates Inc. | 0.06% | Reduce -0.2% | 13,889 | $469K |
| Alps Advisors Inc. | 0.00% | New | 13,640 | $461K |
| Atria Investments, Inc | 0.01% | Reduce -4.7% | 13,077 | $442K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 12,767 | $431K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 12,119 | $409K |
| Voya Investment Management LLC | 0.00% | Reduce -34.1% | 11,968 | $404K |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 11,880 | $401K |
| Bayesian Capital Management, LP | 0.08% | New | 11,837 | $400K |
| Martingale Asset Management L P | 0.01% | Add +0.0% | 11,725 | $396K |
| Round Rock Advisors LLC | 0.06% | New | 11,564 | $391K |
| Edgestream Partners, L.P. | 0.01% | New | 10,988 | $371K |
| LSV Asset Management | 0.00% | Reduce -18.7% | 10,900 | $368K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 10,472 | $352K |
| State of Wyoming | 0.04% | Reduce -35.7% | 10,416 | $352K |
| PDT Partners, LLC | 0.02% | New | 10,245 | $346K |
| Engineers Gate Manager LP | 0.00% | Reduce -24.8% | 9,823 | $332K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -79.6% | 9,817 | $332K |
| HighTower Advisors, LLC | 0.00% | Reduce -74.0% | 9,538 | $322K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -2.3% | 9,419 | $318K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -50.1% | 9,269 | $313K |
| Equitable Trust Co. | 0.01% | No change | 9,155 | $309K |
| MML Investors Services, LLC | 0.00% | Add +45.3% | 9,033 | $305K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,870 | $300K |
| Lido Advisors, LLC | 0.00% | Add +4.3% | 8,746 | $295K |
| Mariner, LLC | 0.00% | Reduce -2.1% | 8,718 | $294K |
| Aigen Investment Management, LP | 0.04% | New | 8,615 | $291K |
| Bridges Investment Management Inc. | 0.00% | No change | 8,538 | $288K |
| Freestone Grove Partners LP | 0.00% | New | 8,535 | $288K |
| Keybank National Association | 0.00% | Reduce -6.7% | 8,389 | $283K |
| IFP Advisors, Inc | 0.01% | Add +2.4% | 8,224 | $278K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,048 | $272K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 8,044 | $272K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -72.0% | 7,897 | $267K |
| SG Americas Securities, LLC | 0.00% | Reduce -78.1% | 7,815 | $264K |
| Bank of Montreal | 0.00% | Reduce -43.2% | 7,385 | $249K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $248K |
| &partners | 0.00% | Reduce -1.5% | 7,174 | $242K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.3% | 7,167 | $242K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,140 | $241K |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 7,017 | $237K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,861 | $232K |
| Diversified Trust Co. | 0.00% | New | 6,550 | $221K |
| Wealth Alliance, LLC | 0.02% | Reduce -3.0% | 6,426 | $217K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -1.8% | 6,391 | $216K |
| State of Wisconsin Investment Board | 0.00% | Reduce -61.9% | 6,337 | $214K |
| Point72 (DIFC) Ltd | 0.01% | New | 5,734 | $194K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -16.6% | 5,377 | $182K |
| Point72 Asset Management | 0.00% | New | 3,600 | $122K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +61.1% | 3,216 | $109K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 2,894 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.5% | 2,559 | $86K |
| Quantbot Technologies LP | 0.00% | New | 2,328 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 2,317 | $78K |
| KBC Group NV | 0.00% | No change | 2,300 | $78K |
| Principal Securities, Inc. | 0.00% | Add +67.8% | 2,271 | $77K |
| Huntington National Bank | 0.00% | Add +0.2% | 2,246 | $76K |
| Blue Trust, Inc. | 0.00% | Add +4.7% | 2,049 | $69K |
| EMC Capital Management | 0.03% | No change | 1,938 | $65K |
| Smartleaf Asset Management LLC | 0.00% | Add +40.4% | 1,796 | $62K |
| Parkside Financial Bank & Trust | 0.00% | Add +34.2% | 1,819 | $61K |
| Vestcor Inc | 0.00% | No change | 1,759 | $59K |
| Advisory Services Network, LLC | 0.00% | New | 1,738 | $59K |
| Cwm, LLC | 0.00% | Reduce -9.7% | 1,592 | $54K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,534 | $52K |
| Point72 Europe (London) LLP | 0.00% | New | 1,499 | $51K |
| Shell Asset Management Co. | 0.00% | Reduce -63.5% | 1,100 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | Add +30.0% | 1,084 | $37K |
| TD Private Client Wealth LLC | 0.00% | Reduce -51.2% | 1,044 | $35K |
| Arax Advisory Partners | 0.00% | Add +643.1% | 966 | $33K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.9% | 962 | $32K |
| Global Retirement Partners, LLC | 0.00% | Add +46.9% | 961 | $32K |
| Richardson Financial Services Inc. | 0.02% | Add +132.6% | 763 | $26K |
| GAMMA Investing LLC | 0.00% | Add +4.7% | 627 | $21K |
| Salomon & Ludwin, LLC | 0.00% | New | 604 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +778.3% | 606 | $20K |
| First Horizon Corp. | 0.00% | — | 535 | $18K |
| UMB Bank, n.a. | 0.00% | Add +25.8% | 531 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -3.9% | 491 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | New | 491 | $17K |
| Jones Financial Companies LLLP | 0.00% | Reduce -54.2% | 474 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +46.2% | 421 | $14K |
| Kimelman & Baird, LLC | 0.00% | No change | 401 | $14K |
| Danske Bank A/S | 0.00% | No change | 400 | $14K |
| Bessemer Group Inc. | 0.00% | Add +202.3% | 393 | $13K |
| Maseco LLP | 0.00% | No change | 384 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 365 | $12K |
| Pacer Advisors, Inc. | 0.00% | New | 364 | $12K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.3% | 356 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +380.5% | 370 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -82.0% | 266 | $9K |
| US Bancorp \de | 0.00% | Reduce -41.8% | 227 | $8K |
| Simplex Trading, LLC | 0.00% | New | 208 | $7K |
| Versant Capital Management, Inc | 0.00% | New | 185 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +2.0% | 156 | $5K |
| Y.D. More Investments Ltd | 0.00% | Reduce -18.9% | 137 | $5K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 128 | $4K |
| LRI Investments, LLC | 0.00% | No change | 115 | $4K |
| Wealthspire Advisors, LLC | 0.00% | New | 88 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -36.8% | 79 | $3K |
| J.Safra Asset Management Corp | 0.00% | Reduce -82.8% | 73 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -72.5% | 71 | $2K |
| Covestor Ltd | 0.00% | Add +31.8% | 58 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 56 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 54 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -62.5% | 54 | $2K |
| True Wealth Design, LLC | 0.00% | New | 51 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.4% | 44 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 43 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -13.9% | 37 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.3% | 37 | $1K |
| Signaturefd, LLC | 0.00% | No change | 35 | $1K |
| WPG Advisers, LLC | 0.00% | New | 34 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 32 | $1K |
| Westfuller Advisors, LLC | 0.00% | New | 26 | $894 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -66.7% | 16 | $546 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +45.5% | 16 | $540 |
| Private Wealth Management Group, LLC | 0.00% | No change | 15 | $507 |
| Rossby Financial, LCC | 0.00% | New | 9 | $303 |
| Essential Partners LLC | 0.00% | New | 7 | $236 |
| Abound Wealth Management | 0.00% | No change | 5 | $169 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $108 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1 | $34 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -80.0% | 1 | $34 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.