EvertecEVTC
13F holders, Q4 2025 (December 31)267holders −3
38new positions
36sold out
8famous investors
$29.09avg. 13F price*
At the end of Q4 2025, 267 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, down 3 from Q3 2025. 38 opened new positions and 36 sold out. The largest holders were FMR LLC ($279.2M), BlackRock, Inc. ($270.0M) and Vanguard Group Inc. ($206.8M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $16.1M |
| Exits | 36 | $20.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,162,469 shares bought and 4,984,833 shares sold, net −1,822,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| FMR LLC | 0.01% | Add +0.0% | 9,597,558 | $279.2M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 9,282,209 | $270.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 7,108,287 | $206.8M |
| American Century Companies Inc. | 0.08% | Add +6.8% | 5,226,583 | $152.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.22% | Reduce -14.8% | 2,869,144 | $83.5M |
| State Street Corp. | 0.00% | Reduce -1.0% | 2,431,777 | $70.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.1% | 1,574,381 | $45.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 1,544,727 | $44.9M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | Reduce -0.8% | 1,167,810 | $34.0M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -4.5% | 1,109,726 | $32.3M |
| River Road Asset Management, LLC | 0.31% | Reduce -46.0% | 980,239 | $28.5M |
| Millennium Management | 0.02% | Add +23.6% | 848,588 | $24.7M |
| North Star Asset Management Inc. | 0.95% | Add +0.5% | 808,974 | $23.5M |
| Northern Trust Corp. | 0.00% | Reduce -6.8% | 718,334 | $20.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.1% | 708,704 | $20.6M |
| D. E. Shaw & Co. | 0.02% | Add +58.3% | 694,723 | $20.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.2% | 652,513 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.3% | 601,323 | $17.5M |
| Morgan Stanley | 0.00% | Add +10.8% | 539,746 | $15.7M |
| Clark Capital Management Group, Inc. | 0.09% | Add +44.8% | 525,235 | $15.3M |
| Boston Partners | 0.01% | Reduce -5.8% | 496,586 | $14.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 464,225 | $13.5M |
| Wells Fargo & Company | 0.00% | Reduce -9.3% | 450,030 | $13.1M |
| Lone Peak Global Investors LLC | 2.15% | Reduce -0.5% | 434,427 | $12.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +16.5% | 396,612 | $11.5M |
| Principal Financial Group Inc. | 0.01% | Add +4.9% | 367,157 | $10.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -10.6% | 353,606 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.9% | 326,944 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +151.5% | 285,693 | $8.3M |
| Palisade Capital Management, LP | 0.26% | Reduce -12.4% | 265,052 | $7.7M |
| Nuveen, LLC | 0.00% | Add +7.2% | 264,311 | $7.7M |
| Heartland Advisors Inc. | 0.37% | Add +18.8% | 237,500 | $6.9M |
| Panagora Asset Management Inc. | 0.02% | Add +40.9% | 236,735 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -29.9% | 227,221 | $6.6M |
| Public Sector Pension Investment Board | 0.02% | Reduce -11.3% | 221,413 | $6.4M |
| Schwerin Boyle Capital Management Inc. | 0.69% | No change | 217,550 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.8% | 216,615 | $6.3M |
| Nicholas Company, Inc. | 0.11% | Add +0.1% | 216,145 | $6.3M |
| Citadel Advisors | 0.00% | Add +175.0% | 193,825 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.0% | 185,264 | $5.4M |
| Alpine Peaks Capital, LP | 4.99% | Reduce -5.8% | 179,704 | $5.2M |
| Point72 Asset Management | 0.01% | Add +4734.6% | 174,044 | $5.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 173,654 | $5.1M |
| Rhumbline Advisers | 0.00% | Reduce -8.1% | 163,357 | $4.8M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 160,777 | $4.7M |
| Bank of America Corp. | 0.00% | Add +13.7% | 151,257 | $4.4M |
| Barclays PLC | 0.00% | Add +10.3% | 147,138 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +30.4% | 146,793 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +102.1% | 143,893 | $4.2M |
| New York State Common Retirement Fund | 0.01% | No change | 134,377 | $3.9M |
| Aristides Capital LLC | 1.36% | Add +13.2% | 134,216 | $3.9M |
| Renaissance Technologies | 0.01% | Reduce -52.7% | 130,938 | $3.8M |
| Dana Investment Advisors, Inc. | 0.11% | Add +53.4% | 126,297 | $3.7M |
| Swiss National Bank | 0.00% | Add +1.9% | 126,274 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +72.6% | 123,464 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -22.5% | 122,515 | $3.6M |
| Gabelli Funds LLC | 0.02% | No change | 121,670 | $3.5M |
| Allianz Asset Management GmbH | 0.00% | New | 119,199 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +41.4% | 114,232 | $3.3M |
| UBS Group AG | 0.00% | Add +61.4% | 106,509 | $3.1M |
| F/m Investments LLC | 0.11% | Reduce -2.6% | 98,420 | $2.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +18933.2% | 93,453 | $2.7M |
| Willis Investment Counsel | 0.14% | Add +42.3% | 90,430 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -38.5% | 86,857 | $2.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +146.5% | 85,708 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +97.7% | 79,849 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -15.2% | 79,002 | $2.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.17% | New | 77,000 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +27.0% | 75,467 | $2.2M |
| Alliancebernstein L.P. | 0.00% | No change | 73,105 | $2.1M |
| Bridge City Capital, LLC | 0.62% | Reduce -14.1% | 72,220 | $2.1M |
| Schroder Investment Management Group | 0.00% | Add +1.3% | 67,661 | $2.0M |
| Citigroup Inc. | 0.00% | Add +102.2% | 66,352 | $1.9M |
| Polaris Capital Management, LLC | 0.16% | No change | 64,700 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 59,106 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +7.0% | 54,398 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -22.9% | 54,262 | $1.6M |
| Creative Planning | 0.00% | Reduce -1.4% | 52,514 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Add +57.7% | 47,594 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.3% | 48,610 | $1.4M |
| Teacher Retirement System of Texas | 0.00% | Add +7.3% | 45,806 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.38% | Reduce -5.2% | 43,968 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 43,966 | $1.3M |
| Penserra Capital Management LLC | 0.02% | Reduce -9.8% | 43,786 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +443.9% | 42,505 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +4.2% | 42,349 | $1.2M |
| Hussman Strategic Advisors, Inc. | 0.30% | No change | 42,000 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Add +325.9% | 41,831 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -28.7% | 41,609 | $1.2M |
| LPL Financial LLC | 0.00% | Add +13.8% | 39,490 | $1.1M |
| Wakefield Asset Management LLLP | 0.31% | New | 38,962 | $1.1M |
| Legato Capital Management LLC | 0.10% | Add +71.3% | 38,095 | $1.1M |
| Jennison Associates LLC | 0.00% | Reduce -33.0% | 37,588 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 37,004 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -2.0% | 36,630 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 35,459 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -11.5% | 35,141 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.1% | 35,161 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.1% | 35,104 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 34,345 | $999K |
| AQR Capital Management | 0.00% | Reduce -22.9% | 34,156 | $994K |
| Fox Run Management, L.L.C. | 0.15% | New | 34,057 | $991K |
| Victory Capital Management Inc. | 0.00% | Reduce -97.9% | 31,141 | $906K |
| XTX Topco Ltd | 0.02% | New | 30,196 | $878K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.1% | 29,921 | $870K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.3% | 29,300 | $852K |
| QSV Equity Investors LLC | 1.23% | Reduce -31.8% | 28,538 | $830K |
| Janus Henderson Group PLC | 0.00% | No change | 27,262 | $793K |
| Horizon Investments, LLC | 0.01% | Add +12.2% | 27,246 | $793K |
| Intech Investment Management LLC | 0.01% | No change | 26,396 | $768K |
| Globeflex Capital L P | 0.12% | Add +0.6% | 26,182 | $762K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,100 | $730K |
| Edgestream Partners, L.P. | 0.02% | Add +123.7% | 24,577 | $715K |
| Laurion Capital Management LP | 0.05% | New | 24,202 | $704K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.5% | 24,014 | $699K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 23,352 | $679K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +133.3% | 22,900 | $666K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 22,542 | $656K |
| Vident Advisory, LLC | 0.01% | Add +10.6% | 22,337 | $650K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -17.3% | 21,674 | $629K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,441 | $624K |
| Avior Wealth Management, LLC | 0.02% | Reduce -16.3% | 21,065 | $613K |
| Diametric Capital, LP | 0.16% | New | 21,000 | $611K |
| Verition Fund Management LLC | 0.00% | Reduce -13.8% | 19,900 | $579K |
| Handelsbanken Fonder AB | 0.00% | Add +31.5% | 19,600 | $570K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +15.6% | 19,078 | $555K |
| HRT Financial LP | 0.00% | Add +10.9% | 19,088 | $555K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.2% | 18,728 | $545K |
| Amalgamated Bank | 0.00% | Reduce -0.2% | 18,601 | $541K |
| Arizona State Retirement System | 0.00% | Reduce -5.5% | 17,888 | $520K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 17,802 | $518K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.8% | 17,230 | $501K |
| Susquehanna International Group, LLP | 0.00% | New | 16,781 | $488K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 16,336 | $475K |
| Smith Group Asset Management, LLC | 0.03% | Add +2.4% | 16,330 | $475K |
| GAMCO Investors | 0.00% | Reduce -5.1% | 16,299 | $474K |
| Sei Investments Co. | 0.00% | Reduce -20.6% | 16,130 | $469K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.1% | 16,117 | $468K |
| Twinbeech Capital LP | 0.03% | New | 15,972 | $465K |
| Guggenheim Capital LLC | 0.00% | New | 15,968 | $465K |
| Marshall Wace, LLP | 0.00% | Reduce -84.0% | 15,853 | $461K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 15,840 | $461K |
| Canada Pension Plan Investment Board | 0.00% | New | 15,100 | $439K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -30.9% | 15,258 | $431K |
| Ameritas Advisory Services, LLC | 0.02% | New | 14,798 | $430K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.4% | 14,660 | $426K |
| Alps Advisors Inc. | 0.00% | Add +0.8% | 13,752 | $400K |
| DRW Securities, LLC | 0.03% | Reduce -27.4% | 13,600 | $396K |
| MML Investors Services, LLC | 0.00% | Add +48.1% | 13,380 | $389K |
| Amundi | 0.00% | Reduce -18.4% | 12,962 | $377K |
| ProShare Advisors LLC | 0.00% | Add +3.2% | 12,510 | $364K |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 12,313 | $358K |
| Mackenzie Financial Corp. | 0.00% | New | 12,089 | $351K |
| Voya Investment Management LLC | 0.00% | Reduce -0.9% | 11,857 | $345K |
| Martingale Asset Management L P | 0.01% | No change | 11,725 | $341K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.6% | 11,376 | $326K |
| JLB & Associates Inc. | 0.04% | Reduce -21.4% | 10,915 | $318K |
| LSV Asset Management | 0.00% | No change | 10,900 | $317K |
| Truist Financial Corp. | 0.00% | Add +48.4% | 10,411 | $303K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 9,159 | $299K |
| Mariner, LLC | 0.00% | Add +17.6% | 10,250 | $298K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.6% | 9,417 | $274K |
| PharVision Advisers, LLC | 0.13% | New | 9,083 | $264K |
| Equitable Trust Co. | 0.01% | Reduce -1.4% | 9,022 | $262K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,870 | $258K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.2% | 8,862 | $258K |
| Atria Investments, Inc | 0.00% | Reduce -37.6% | 8,155 | $237K |
| Swiss Life Asset Management Ltd | 0.00% | New | 8,113 | $236K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 8,044 | $234K |
| ExodusPoint Capital Management, LP | 0.00% | New | 7,955 | $231K |
| Quantinno Capital Management LP | 0.00% | New | 7,954 | $231K |
| IFP Advisors, Inc | 0.01% | Reduce -3.8% | 7,910 | $230K |
| Diversified Trust Co. | 0.00% | Add +20.0% | 7,860 | $229K |
| Principal Securities, Inc. | 0.00% | Add +242.7% | 7,783 | $226K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -4.0% | 7,726 | $225K |
| Caxton Associates LLP | 0.00% | New | 7,579 | $220K |
| R Squared Ltd | 0.10% | New | 7,372 | $214K |
| Franklin Resources Inc. | 0.00% | Reduce -70.8% | 7,336 | $213K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $213K |
| Mirabella Financial Services LLP | 0.02% | New | 7,317 | $213K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.0% | 7,313 | $213K |
| Graham Capital Management, L.P. | 0.01% | Reduce -58.3% | 7,310 | $213K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,140 | $208K |
| Aigen Investment Management, LP | 0.05% | Reduce -17.7% | 7,094 | $206K |
| Two Sigma Advisers, LP | 0.00% | Reduce -75.3% | 6,880 | $200K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +119.4% | 5,615 | $163K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -70.9% | 5,460 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,377 | $156K |
| State of Wyoming | 0.01% | Reduce -57.9% | 4,385 | $128K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.5% | 3,778 | $110K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -93.4% | 2,926 | $85K |
| KBC Group NV | 0.00% | No change | 2,300 | $67K |
| TD Private Client Wealth LLC | 0.00% | Add +118.9% | 2,285 | $66K |
| Huntington National Bank | 0.00% | Reduce -1.3% | 2,217 | $64K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.8% | 1,834 | $53K |
| Vestcor Inc | 0.00% | No change | 1,759 | $51K |
| EMC Capital Management | 0.02% | Reduce -15.0% | 1,647 | $48K |
| Cwm, LLC | 0.00% | Reduce -5.4% | 1,506 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +53.1% | 1,471 | $43K |
| Richardson Financial Services Inc. | 0.01% | Add +73.7% | 1,325 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +194.5% | 1,240 | $36K |
| Hantz Financial Services, Inc. | 0.00% | Add +189.7% | 1,072 | $31K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,060 | $31K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.7% | 988 | $29K |
| Blue Trust, Inc. | 0.00% | Reduce -53.3% | 958 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -58.8% | 740 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 737 | $21K |
| Quarry LP | 0.00% | New | 695 | $20K |
| First Horizon Corp. | 0.00% | Add +20.0% | 642 | $19K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -43.5% | 613 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 606 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.8% | 549 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.5% | 549 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -20.5% | 480 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1197.3% | 480 | $14K |
| Sterling Capital Management LLC | 0.00% | Add +174.4% | 428 | $12K |
| UMB Bank, n.a. | 0.00% | Reduce -21.3% | 418 | $12K |
| Danske Bank A/S | 0.00% | No change | 400 | $12K |
| Maseco LLP | 0.00% | Add +0.3% | 385 | $11K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 355 | $10K |
| Pacer Advisors, Inc. | 0.00% | Reduce -6.0% | 342 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +346.5% | 317 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 293 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -61.9% | 239 | $7K |
| US Bancorp \de | 0.00% | No change | 227 | $7K |
| Basepoint Wealth LLC | 0.00% | New | 214 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -51.9% | 189 | $6K |
| Allworth Financial LP | 0.00% | Add +57.0% | 201 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +8.7% | 201 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -38.4% | 164 | $5K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Add +178.6% | 156 | $5K |
| Entrust Financial LLC | 0.00% | — | 138 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -86.1% | 134 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -74.9% | 119 | $3K |
| LRI Investments, LLC | 0.00% | No change | 115 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 95 | $3K |
| Y.D. More Investments Ltd | 0.00% | Reduce -44.5% | 76 | $2K |
| J.Safra Asset Management Corp | 0.00% | No change | 73 | $2K |
| Essential Partners LLC | 0.00% | Add +885.7% | 69 | $2K |
| Assetmark, Inc. | 0.00% | New | 69 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $1K |
| Signaturefd, LLC | 0.00% | No change | 35 | $1K |
| Covestor Ltd | 0.00% | Reduce -22.4% | 45 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.0% | 33 | $960 |
| Simplex Trading, LLC | 0.00% | Reduce -85.6% | 30 | $872 |
| Westfuller Advisors, LLC | 0.00% | Add +3.9% | 27 | $771 |
| Triumph Capital Management | 0.00% | New | 24 | $698 |
| Cornerstone Planning Group LLC | 0.00% | New | 24 | $690 |
| Quadrant Capital Group LLC | 0.00% | Reduce -70.4% | 16 | $466 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $465 |
| Sunbelt Securities, Inc. | 0.00% | New | 16 | $465 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -53.1% | 15 | $437 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -99.3% | 15 | $436 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 14 | $407 |
| Rossby Financial, LCC | 0.00% | Add +33.3% | 12 | $349 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9 | $262 |
| Harbour Investments, Inc. | 0.00% | New | 8 | $233 |
| Ankerstar Wealth, LLC | 0.00% | — | 6 | $175 |
| Rothschild Investment LLC | 0.00% | Reduce -92.4% | 6 | $175 |
| MAI Capital Management | 0.00% | New | 6 | $175 |
| Gilpin Wealth Management, LLC | 0.00% | — | 5 | $146 |
| Abound Wealth Management | 0.00% | No change | 5 | $146 |
| True Wealth Design, LLC | 0.00% | Reduce -92.2% | 4 | $117 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $46 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $29 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 1 | $29 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.