EvertecEVTC
13F holders, Q1 2026 (March 31)261holders −6
31new positions
38sold out
8famous investors
$28.21avg. 13F price*
At the end of Q1 2026, 261 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, down 6 from Q4 2025. 31 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($262.4M), FMR LLC ($261.2M) and American Century Companies Inc. ($142.5M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $14.5M |
| Exits | 38 | $46.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,275,402 shares bought and 3,891,041 shares sold, net +384,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.00% | Add +0.2% | 9,299,567 | $262.4M |
| FMR LLC | 0.01% | Reduce -3.5% | 9,257,146 | $261.2M |
| American Century Companies Inc. | 0.07% | Reduce -3.4% | 5,049,513 | $142.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,955,619 | $111.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.25% | Add +6.7% | 3,060,745 | $86.4M |
| Vanguard Capital Management LLC | 0.00% | — | 2,856,078 | $80.6M |
| State Street Corp. | 0.00% | Add +2.9% | 2,502,355 | $70.6M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +57.1% | 1,834,945 | $51.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 1,566,018 | $44.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 1,538,566 | $43.4M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -7.7% | 1,024,262 | $28.9M |
| North Star Asset Management Inc. | 0.99% | Reduce -0.4% | 805,787 | $22.7M |
| Northern Trust Corp. | 0.00% | Add +9.1% | 783,499 | $22.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.2% | 781,049 | $22.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 662,667 | $18.7M |
| D. E. Shaw & Co. | 0.02% | Reduce -5.1% | 659,596 | $18.6M |
| Morgan Stanley | 0.00% | Add +19.5% | 644,983 | $18.2M |
| Millennium Management | 0.01% | Reduce -28.8% | 603,961 | $17.0M |
| Clark Capital Management Group, Inc. | 0.10% | Add +13.5% | 596,346 | $16.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 578,983 | $16.3M |
| Lone Peak Global Investors LLC | 2.59% | Add +27.1% | 551,921 | $15.6M |
| Two Sigma Investments, LP | 0.01% | Add +348.0% | 548,909 | $15.5M |
| Boston Partners | 0.01% | Reduce -3.4% | 479,898 | $13.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 457,428 | $12.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 445,783 | $12.6M |
| Principal Financial Group Inc. | 0.01% | Add +16.4% | 427,560 | $12.1M |
| Natixis Advisors, LLC | 0.02% | Add +14.0% | 403,205 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -14.7% | 384,034 | $10.8M |
| Panagora Asset Management Inc. | 0.04% | Add +47.0% | 348,022 | $9.8M |
| Jones Financial Companies LLLP | 0.00% | Add +296284.9% | 352,698 | $9.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -15.2% | 336,288 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.5% | 332,388 | $9.4M |
| Allianz Asset Management GmbH | 0.01% | Add +167.4% | 318,708 | $9.0M |
| Bank of America Corp. | 0.00% | Add +104.7% | 309,627 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.9% | 266,543 | $7.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -8.8% | 260,457 | $7.4M |
| Palisade Capital Management, LP | 0.25% | Reduce -5.3% | 250,944 | $7.1M |
| Heartland Advisors Inc. | 0.36% | Add +5.3% | 250,000 | $7.1M |
| UBS Group AG | 0.00% | Add +124.4% | 239,021 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.1% | 234,908 | $6.6M |
| Public Sector Pension Investment Board | 0.02% | Add +3.4% | 228,898 | $6.5M |
| Nuveen, LLC | 0.00% | Reduce -17.0% | 219,495 | $6.2M |
| Nicholas Company, Inc. | 0.12% | Reduce -0.5% | 215,090 | $6.1M |
| CX Institutional | 0.18% | New | 209,864 | $5.9M |
| Schwerin Boyle Capital Management Inc. | 0.70% | Reduce -10.5% | 194,727 | $5.5M |
| Alpine Peaks Capital, LP | 5.37% | Add +4.7% | 188,204 | $5.3M |
| Aristides Capital LLC | 1.74% | Add +38.7% | 186,160 | $5.3M |
| Invesco Ltd. | 0.00% | Add +10.9% | 178,372 | $5.0M |
| Rhumbline Advisers | 0.00% | Add +2.0% | 166,624 | $4.7M |
| AQR Capital Management | 0.00% | Add +373.1% | 161,588 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 161,158 | $4.5M |
| Dana Investment Advisors, Inc. | 0.13% | Add +17.9% | 148,909 | $4.2M |
| Balyasny Asset Management L.P. | 0.01% | Add +12.9% | 139,419 | $3.9M |
| New York State Common Retirement Fund | 0.01% | No change | 134,377 | $3.8M |
| Swiss National Bank | 0.00% | No change | 126,274 | $3.6M |
| Gabelli Funds LLC | 0.02% | No change | 121,670 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -24.9% | 108,099 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +22.5% | 105,012 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -8.1% | 104,996 | $3.0M |
| Willis Investment Counsel | 0.15% | Add +5.0% | 95,000 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -29.6% | 92,238 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +5.5% | 83,342 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.0% | 82,986 | $2.3M |
| Walleye Capital LLC | 0.02% | New | 82,851 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.2% | 74,705 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Add +80.3% | 76,649 | $2.2M |
| Bridge City Capital, LLC | 0.56% | Reduce -0.7% | 71,701 | $2.0M |
| Schroder Investment Management Group | 0.00% | No change | 67,661 | $1.9M |
| Sei Investments Co. | 0.00% | Add +293.5% | 63,472 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +291.7% | 62,103 | $1.8M |
| Jennison Associates LLC | 0.00% | Add +62.1% | 60,934 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +11.6% | 60,709 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +41.3% | 59,858 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 58,627 | $1.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 57,084 | $1.6M |
| Barclays PLC | 0.00% | Reduce -62.1% | 55,825 | $1.6M |
| Creative Planning | 0.00% | Add +2.3% | 53,744 | $1.5M |
| ExodusPoint Capital Management, LP | 0.01% | Add +555.1% | 52,115 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.9% | 51,612 | $1.5M |
| Tudor Investment Corporation | 0.01% | Add +20.9% | 50,320 | $1.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.12% | Reduce -35.1% | 50,000 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +8.8% | 49,854 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -26.0% | 49,115 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 47,594 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -4.2% | 46,570 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -44.3% | 44,442 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.36% | Reduce -2.3% | 42,948 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 42,708 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -78.3% | 42,114 | $1.2M |
| LPL Financial LLC | 0.00% | Add +6.6% | 42,088 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +16.0% | 40,761 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -53.2% | 40,659 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -72.3% | 40,613 | $1.1M |
| Wakefield Asset Management LLLP | 0.30% | Add +2.4% | 39,904 | $1.1M |
| Penserra Capital Management LLC | 0.01% | Reduce -11.3% | 38,816 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Reduce -9.8% | 37,746 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +5.4% | 38,595 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.2% | 35,080 | $990K |
| Royal Bank of Canada | 0.00% | Add +1.4% | 34,824 | $983K |
| Trexquant Investment LP | 0.01% | New | 34,617 | $977K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.1% | 34,419 | $970K |
| Susquehanna International Group, LLP | 0.00% | Add +100.2% | 33,591 | $948K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.6% | 32,428 | $915K |
| Victory Capital Management Inc. | 0.00% | Add +3.7% | 32,299 | $911K |
| Bridgewater Associates | 0.00% | New | 31,318 | $884K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 30,175 | $852K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.1% | 28,400 | $801K |
| Vident Advisory, LLC | 0.01% | Add +26.4% | 28,233 | $797K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +24.8% | 28,140 | $794K |
| Squarepoint Ops LLC | 0.00% | Reduce -22.1% | 27,623 | $780K |
| Janus Henderson Group PLC | 0.00% | No change | 27,262 | $770K |
| Globeflex Capital L P | 0.11% | No change | 26,182 | $739K |
| Vanguard Global Advisers, LLC | 0.00% | — | 25,723 | $726K |
| Horizon Investments, LLC | 0.01% | Reduce -5.6% | 25,725 | $724K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,100 | $708K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.8% | 23,809 | $672K |
| Quantinno Capital Management LP | 0.00% | Add +185.9% | 22,737 | $642K |
| GAMCO Investors | 0.01% | Add +24.1% | 20,229 | $571K |
| Counterpoint Mutual Funds LLC | 0.09% | New | 20,207 | $570K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.29% | New | 20,000 | $564K |
| Snowden Capital Advisors LLC | 0.01% | Add +21.9% | 19,920 | $562K |
| Avior Wealth Management, LLC | 0.02% | Reduce -6.6% | 19,669 | $555K |
| Handelsbanken Fonder AB | 0.00% | No change | 19,600 | $553K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -19.4% | 18,809 | $531K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -12.9% | 18,665 | $527K |
| Mariner, LLC | 0.00% | Add +79.8% | 18,429 | $520K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 18,430 | $520K |
| Fox Run Management, L.L.C. | 0.09% | Reduce -45.6% | 18,509 | $517K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 17,802 | $502K |
| Diversified Trust Co. | 0.01% | Add +125.7% | 17,736 | $501K |
| Smith Group Asset Management, LLC | 0.03% | Add +8.4% | 17,697 | $499K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 17,629 | $497K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -18.8% | 17,600 | $485K |
| Fifth Third Bancorp | 0.00% | Add +10383.5% | 17,193 | $485K |
| Ieq Capital, LLC | 0.00% | New | 17,091 | $482K |
| Diametric Capital, LP | 0.13% | Reduce -18.7% | 17,064 | $482K |
| Pathstone Holdings, LLC | 0.00% | Reduce -92.5% | 16,998 | $480K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.4% | 16,996 | $480K |
| Alps Advisors Inc. | 0.00% | Add +22.8% | 16,884 | $476K |
| XTX Topco Ltd | 0.01% | Reduce -44.3% | 16,824 | $475K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.6% | 16,368 | $462K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 16,117 | $454K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 15,823 | $447K |
| Intech Investment Management LLC | 0.00% | Reduce -41.9% | 15,326 | $433K |
| Canada Pension Plan Investment Board | 0.00% | No change | 15,100 | $426K |
| MML Investors Services, LLC | 0.00% | Add +12.4% | 15,041 | $424K |
| Amundi | 0.00% | Add +14.6% | 14,860 | $419K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.0% | 14,801 | $418K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 14,769 | $417K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 14,660 | $414K |
| Russell Investments Group, Ltd. | 0.00% | Add +64.9% | 14,612 | $412K |
| Truist Financial Corp. | 0.00% | Add +32.6% | 13,810 | $390K |
| Freestone Grove Partners LP | 0.00% | New | 13,556 | $383K |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 13,078 | $369K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +12.0% | 12,738 | $354K |
| Lido Advisors, LLC | 0.00% | Add +35.4% | 12,398 | $350K |
| Callan Family Office, LLC | 0.01% | New | 11,758 | $332K |
| Martingale Asset Management L P | 0.01% | Reduce -0.1% | 11,714 | $331K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -48.9% | 11,708 | $330K |
| Voya Investment Management LLC | 0.00% | Reduce -2.1% | 11,604 | $327K |
| Legato Capital Management LLC | 0.03% | Reduce -70.0% | 11,410 | $322K |
| Centiva Capital, LP | 0.01% | New | 10,969 | $310K |
| Equitable Trust Co. | 0.01% | Add +21.3% | 10,944 | $309K |
| LSV Asset Management | 0.00% | No change | 10,900 | $308K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.7% | 10,614 | $300K |
| ProShare Advisors LLC | 0.00% | Reduce -20.0% | 10,011 | $283K |
| Swiss Life Asset Management Ltd | 0.00% | Add +22.4% | 9,930 | $280K |
| Man Group plc | 0.00% | New | 9,820 | $277K |
| Maryland State Retirement & Pension System | 0.01% | No change | 9,417 | $266K |
| Jump Financial, LLC | 0.00% | New | 9,100 | $257K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,406 | $237K |
| Mackenzie Financial Corp. | 0.00% | Reduce -30.7% | 8,380 | $236K |
| Cerity Partners LLC | 0.00% | New | 8,340 | $235K |
| Odyssean, LLC | 0.09% | New | 8,275 | $234K |
| Atria Investments, Inc | 0.00% | Add +0.4% | 8,184 | $231K |
| Gallacher Capital Management LLC | 0.09% | New | 8,090 | $228K |
| Cwm, LLC | 0.00% | Add +435.6% | 8,066 | $228K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 8,044 | $227K |
| Jefferies Financial Group Inc. | 0.00% | New | 7,713 | $218K |
| Principal Securities, Inc. | 0.00% | Reduce -2.2% | 7,614 | $215K |
| Graham Capital Management, L.P. | 0.01% | Add +3.5% | 7,563 | $213K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $207K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 7,322 | $207K |
| IFP Advisors, Inc | 0.00% | Reduce -9.3% | 7,171 | $202K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,460 | $154K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,377 | $152K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.9% | 4,779 | $135K |
| State of Wyoming | 0.02% | Add +8.0% | 4,735 | $134K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.9% | 4,302 | $121K |
| TD Private Client Wealth LLC | 0.00% | Add +33.4% | 3,048 | $86K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -2.6% | 2,850 | $80K |
| KBC Group NV | 0.00% | No change | 2,300 | $65K |
| Huntington National Bank | 0.00% | Add +0.5% | 2,228 | $63K |
| Bessemer Group Inc. | 0.00% | Add +961.4% | 2,006 | $57K |
| Blue Trust, Inc. | 0.00% | Add +109.5% | 2,007 | $57K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.6% | 1,881 | $53K |
| Simplex Trading, LLC | 0.00% | Add +5933.3% | 1,810 | $51K |
| Advisory Services Network, LLC | 0.00% | New | 1,623 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +175.6% | 1,513 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.6% | 1,475 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +94.3% | 1,432 | $40K |
| Richardson Financial Services Inc. | 0.03% | Add +7.8% | 1,428 | $40K |
| Versant Capital Management, Inc | 0.00% | Add +559.2% | 1,325 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.8% | 1,115 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | Add +47.5% | 904 | $26K |
| Salomon & Ludwin, LLC | 0.00% | Add +77.9% | 854 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +116.1% | 685 | $19K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -99.3% | 657 | $19K |
| First Horizon Corp. | 0.00% | No change | 642 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.2% | 538 | $15K |
| Pacer Advisors, Inc. | 0.00% | Add +59.1% | 544 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.9% | 526 | $15K |
| Allworth Financial LP | 0.00% | Add +155.7% | 514 | $15K |
| Essential Partners LLC | 0.00% | Add +534.8% | 438 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +5325.0% | 434 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -97.7% | 442 | $12K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.3% | 418 | $12K |
| Assetmark, Inc. | 0.00% | Add +460.9% | 387 | $11K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 356 | $10K |
| Kemnay Advisory Services Inc. | 0.00% | New | 353 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3811.1% | 352 | $10K |
| Arax Advisory Partners | 0.00% | Add +190.3% | 389 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -50.1% | 274 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -35.6% | 269 | $8K |
| Kilter Group LLC | 0.00% | New | 252 | $7K |
| US Bancorp \de | 0.00% | No change | 227 | $6K |
| Basepoint Wealth LLC | 0.00% | No change | 214 | $6K |
| J.Safra Asset Management Corp | 0.00% | Add +161.6% | 191 | $5K |
| Rothschild Investment LLC | 0.00% | Add +3016.7% | 187 | $5K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 156 | $4K |
| Entrust Financial LLC | 0.00% | No change | 138 | $4K |
| Sapience Investments, LLC | 0.35% | New | 96 | $3K |
| True Wealth Design, LLC | 0.00% | Add +2275.0% | 95 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +172.7% | 90 | $3K |
| MAI Capital Management | 0.00% | Add +1233.3% | 80 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 66 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 50 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 50 | $1K |
| Rossby Financial, LCC | 0.00% | Add +266.7% | 44 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 37 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 36 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 35 | $988 |
| Signaturefd, LLC | 0.00% | No change | 35 | $988 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 30 | $847 |
| SJS Investment Consulting Inc. | 0.00% | Add +93.3% | 29 | $819 |
| Triumph Capital Management | 0.00% | No change | 24 | $677 |
| Ankerstar Wealth, LLC | 0.00% | Add +283.3% | 23 | $649 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 22 | $621 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $452 |
| Zions Bancorporation, National Association | 0.00% | New | 15 | $423 |
| SBI Securities Co., Ltd. | 0.00% | New | 15 | $423 |
| Arlington Trust Co LLC | 0.00% | New | 13 | $367 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -31.3% | 11 | $310 |
| Westfuller Advisors, LLC | 0.00% | Reduce -77.8% | 6 | $177 |
| Abound Wealth Management | 0.00% | No change | 5 | $142 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $44 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $28 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 1 | $28 |
| Covestor Ltd | 0.00% | Reduce -66.7% | 15 | $0 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.