EvertecEVTC
13F holders, Q2 2026 (June 30)253holders −8
31new positions
38sold out
7famous investors
$27.78avg. 13F price*
At the end of Q2 2026, 253 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, down 8 from Q1 2026. 31 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($254.5M), FMR LLC ($244.4M) and American Century Companies Inc. ($144.2M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $20.4M |
| Exits | 38 | $59.2M |
All 13F filers, Q1 2026 → Q2 2026: 4,733,471 shares bought and 5,922,144 shares sold, net −1,188,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| BlackRock, Inc. | 0.00% | Reduce -1.5% | 9,161,745 | $254.5M |
| FMR LLC | 0.01% | Reduce -5.0% | 8,798,971 | $244.4M |
| American Century Companies Inc. | 0.06% | Add +2.8% | 5,189,201 | $144.2M |
| Vanguard Portfolio Management LLC | 0.01% | Add +0.1% | 3,961,258 | $110.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.2% | 2,765,581 | $76.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.23% | Reduce -11.3% | 2,713,930 | $75.4M |
| State Street Corp. | 0.00% | Add +4.1% | 2,604,668 | $72.4M |
| Fuller & Thaler Asset Management, Inc. | 0.16% | Add +12.2% | 2,059,589 | $57.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 1,569,390 | $43.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -8.9% | 1,426,463 | $39.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +43.3% | 949,585 | $26.4M |
| Heartland Advisors Inc. | 1.04% | Add +236.2% | 840,400 | $23.3M |
| Ameriprise Financial Inc. | 0.00% | Add +43.5% | 830,620 | $23.1M |
| North Star Asset Management Inc. | 0.88% | Add +0.5% | 809,545 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 793,795 | $22.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 758,026 | $21.1M |
| AQR Capital Management | 0.01% | Add +338.3% | 708,230 | $19.7M |
| Lone Peak Global Investors LLC | 2.24% | Add +5.9% | 584,685 | $16.2M |
| Clark Capital Management Group, Inc. | 0.09% | Reduce -5.7% | 562,394 | $15.6M |
| Panagora Asset Management Inc. | 0.04% | Add +35.8% | 472,642 | $13.1M |
| Boston Partners | 0.01% | Reduce -3.1% | 464,865 | $13.0M |
| Morgan Stanley | 0.00% | Reduce -28.2% | 462,835 | $12.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 457,153 | $12.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.4% | 444,153 | $12.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 425,964 | $11.8M |
| Millennium Management | 0.01% | Reduce -32.2% | 409,440 | $11.4M |
| Wells Fargo & Company | 0.00% | Add +5.3% | 404,343 | $11.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -28.2% | 394,044 | $10.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -42.6% | 378,347 | $10.5M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 282,036 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +149.2% | 261,719 | $7.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -35.6% | 259,516 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 256,887 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.0% | 239,885 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -36.3% | 224,658 | $6.1M |
| Nicholas Company, Inc. | 0.11% | No change | 215,090 | $6.0M |
| Dana Investment Advisors, Inc. | 0.15% | Add +43.0% | 212,922 | $5.9M |
| Public Sector Pension Investment Board | 0.02% | Reduce -7.5% | 211,721 | $5.9M |
| Invenomic Capital Management LP | 0.35% | New | 210,799 | $5.9M |
| LSV Asset Management | 0.01% | Add +1761.0% | 202,846 | $5.6M |
| Aristides Capital LLC | 1.43% | Add +8.1% | 201,170 | $5.6M |
| Schwerin Boyle Capital Management Inc. | 0.66% | No change | 194,727 | $5.4M |
| Nuveen, LLC | 0.00% | Reduce -14.2% | 188,256 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.4% | 174,748 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Add +26.5% | 170,041 | $4.7M |
| Alpine Peaks Capital, LP | 5.31% | Reduce -13.3% | 163,126 | $4.5M |
| Palisade Capital Management, LP | 0.22% | Reduce -35.4% | 162,140 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -11.7% | 157,598 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -3.4% | 155,750 | $4.3M |
| Willis Investment Counsel | 0.20% | Add +58.5% | 150,575 | $4.2M |
| Rhumbline Advisers | 0.00% | Reduce -12.2% | 146,352 | $4.1M |
| Gabelli Funds LLC | 0.03% | Add +17.6% | 143,070 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +210.6% | 138,041 | $3.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -47.5% | 136,705 | $3.8M |
| Prudential Financial Inc. | 0.00% | Add +58.5% | 132,113 | $3.7M |
| Walleye Capital LLC | 0.02% | Add +59.0% | 131,747 | $3.7M |
| UBS Group AG | 0.00% | Reduce -45.3% | 130,772 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +36189.5% | 127,739 | $3.5M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 123,674 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +17.6% | 123,452 | $3.4M |
| Schroder Investment Management Group | 0.00% | Add +80.6% | 122,206 | $3.4M |
| Trexquant Investment LP | 0.02% | Add +237.0% | 116,664 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +130.0% | 93,508 | $2.6M |
| Picton Mahoney Asset Management | 0.02% | New | 88,677 | $2.5M |
| Tweedy, Browne Co LLC | 0.19% | New | 88,487 | $2.5M |
| Exchange Traded Concepts, LLC | 0.01% | New | 88,487 | $2.5M |
| Creative Planning | 0.00% | Add +58.9% | 85,420 | $2.4M |
| Bridgewater Associates | 0.01% | Add +166.4% | 83,418 | $2.3M |
| Sei Investments Co. | 0.00% | Add +24.7% | 79,128 | $2.2M |
| Alliancebernstein L.P. | 0.00% | No change | 74,705 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +26.6% | 74,225 | $2.1M |
| Citadel Advisors | 0.00% | Add +74.5% | 73,508 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +16.5% | 70,704 | $2.0M |
| Jennison Associates LLC | 0.00% | Add +15.9% | 70,639 | $2.0M |
| Bridge City Capital, LLC | 0.45% | Reduce -1.9% | 70,323 | $2.0M |
| Amundi | 0.00% | Add +371.4% | 70,055 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +2.7% | 61,450 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +164.3% | 60,091 | $1.7M |
| XTX Topco Ltd | 0.02% | Add +239.5% | 57,123 | $1.6M |
| SG Americas Securities, LLC | 0.00% | Reduce -28.4% | 54,897 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +41.3% | 54,551 | $1.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -8.7% | 52,133 | $1.4M |
| Man Group plc | 0.00% | Add +427.0% | 51,751 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Add +9.4% | 50,972 | $1.4M |
| Tudor Investment Corporation | 0.01% | Reduce -0.1% | 50,287 | $1.4M |
| Freestone Grove Partners LP | 0.01% | Add +255.8% | 48,232 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -42.0% | 48,176 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.7% | 47,099 | $1.3M |
| Wakefield Asset Management LLLP | 0.25% | Add +1.9% | 40,644 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.3% | 40,464 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +241.8% | 40,020 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.6% | 39,683 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -21.9% | 38,369 | $1.1M |
| Allstate Corp. | 0.01% | New | 37,058 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -27.8% | 36,000 | $1.0M |
| MetLife Investment Management, LLC | 0.00% | Add +2.3% | 35,884 | $997K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -24.8% | 35,809 | $995K |
| LPL Financial LLC | 0.00% | Reduce -15.0% | 35,762 | $993K |
| Illinois Municipal Retirement Fund | 0.01% | Add +7.0% | 34,695 | $964K |
| Penserra Capital Management LLC | 0.01% | Reduce -11.8% | 34,246 | $951K |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 32,766 | $909K |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.8% | 31,647 | $879K |
| Vident Advisory, LLC | 0.01% | Add +10.5% | 31,206 | $867K |
| Diversified Trust Co. | 0.01% | Add +74.4% | 30,931 | $859K |
| Quantbot Technologies LP | 0.03% | New | 30,655 | $852K |
| Ieq Capital, LLC | 0.00% | Add +78.2% | 30,456 | $846K |
| Mariner, LLC | 0.00% | Add +64.4% | 30,303 | $842K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.7% | 28,770 | $799K |
| Russell Investments Group, Ltd. | 0.00% | Add +96.3% | 28,687 | $797K |
| Marshall Wace, LLP | 0.00% | Reduce -54.7% | 28,132 | $782K |
| Edgestream Partners, L.P. | 0.02% | New | 27,614 | $767K |
| Jupiter Topco LLC | 0.00% | — | 27,262 | $758K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.9% | 27,000 | $750K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.0% | 23,812 | $661K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -33.5% | 22,875 | $634K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -15.0% | 21,872 | $608K |
| GAMCO Investors | 0.01% | Add +6.6% | 21,557 | $599K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.6% | 20,623 | $573K |
| Allianz Asset Management GmbH | 0.00% | Reduce -93.6% | 20,528 | $570K |
| Mercer Global Advisors Inc. | 0.00% | Add +140.8% | 20,243 | $562K |
| Globeflex Capital L P | 0.07% | Reduce -22.8% | 20,216 | $562K |
| Counterpoint Mutual Funds LLC | 0.06% | No change | 20,207 | $561K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.26% | No change | 20,000 | $556K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.4% | 19,832 | $551K |
| Handelsbanken Fonder AB | 0.00% | No change | 19,600 | $544K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,665 | $519K |
| Smith Group Asset Management, LLC | 0.02% | Add +1.5% | 17,960 | $499K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 17,802 | $495K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,845 | $493K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +19.3% | 17,622 | $490K |
| DRW Securities, LLC | 0.03% | New | 17,600 | $489K |
| AdvisorShares Investments LLC | 0.06% | New | 17,100 | $475K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 17,085 | $475K |
| Arizona State Retirement System | 0.00% | Reduce -3.5% | 17,003 | $472K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -58.6% | 16,800 | $467K |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 16,788 | $466K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 16,569 | $460K |
| Amalgamated Bank | 0.00% | Reduce -10.1% | 16,575 | $460K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 16,117 | $447K |
| Fifth Third Bancorp | 0.00% | Reduce -7.1% | 15,973 | $444K |
| Aquatic Capital Management LLC | 0.02% | New | 15,833 | $440K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.2% | 15,781 | $438K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.4% | 15,487 | $430K |
| Canada Pension Plan Investment Board | 0.00% | No change | 15,100 | $419K |
| Truist Financial Corp. | 0.00% | Add +6.6% | 14,727 | $409K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -7.7% | 14,612 | $406K |
| Numerai GP LLC | 0.03% | New | 14,425 | $401K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,235 | $395K |
| Intech Investment Management LLC | 0.00% | Reduce -7.9% | 14,113 | $392K |
| Lido Advisors, LLC | 0.00% | Add +13.5% | 14,070 | $391K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -4.8% | 13,960 | $388K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.6% | 13,203 | $384K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -45.8% | 13,600 | $378K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 13,111 | $364K |
| Caitlin John, LLC | 0.20% | New | 13,024 | $362K |
| Simplex Trading, LLC | 0.01% | Add +616.7% | 12,973 | $360K |
| Voya Investment Management LLC | 0.00% | Add +5.8% | 12,277 | $341K |
| Crestwood Advisors Group, LLC | 0.01% | Add +51.1% | 12,157 | $338K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 12,082 | $336K |
| Neuberger Berman Group LLC | 0.00% | New | 11,920 | $331K |
| Cerity Partners LLC | 0.00% | Add +41.4% | 11,792 | $328K |
| Engineers Gate Manager LP | 0.00% | Reduce -69.5% | 11,512 | $320K |
| Legato Capital Management LLC | 0.03% | No change | 11,410 | $317K |
| Equitable Trust Co. | 0.01% | No change | 10,944 | $304K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.1% | 10,937 | $304K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,614 | $295K |
| Barclays PLC | 0.00% | Reduce -81.3% | 10,467 | $291K |
| Graham Capital Management, L.P. | 0.01% | Add +30.7% | 9,884 | $275K |
| Victory Capital Management Inc. | 0.00% | Reduce -69.7% | 9,794 | $272K |
| Callan Family Office, LLC | 0.01% | Reduce -17.6% | 9,691 | $269K |
| Mackenzie Financial Corp. | 0.00% | Add +11.0% | 9,300 | $258K |
| Guggenheim Capital LLC | 0.00% | New | 9,223 | $256K |
| ProShare Advisors LLC | 0.00% | Reduce -11.1% | 8,899 | $247K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -5.8% | 8,874 | $247K |
| State of Wisconsin Investment Board | 0.00% | New | 8,327 | $231K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $204K |
| IFP Advisors, Inc | 0.00% | Reduce -1.9% | 7,031 | $195K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +5.5% | 5,670 | $158K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,460 | $152K |
| Arax Advisory Partners | 0.00% | Add +1194.6% | 5,036 | $140K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.1% | 4,776 | $133K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 4,772 | $133K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.1% | 4,437 | $123K |
| Nykredit A/S | 0.00% | — | 4,026 | $112K |
| Meeder Asset Management Inc. | 0.01% | New | 3,817 | $106K |
| TD Private Client Wealth LLC | 0.00% | Add +1.9% | 3,106 | $86K |
| State of Wyoming | 0.01% | Reduce -38.0% | 2,937 | $82K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -3.9% | 2,740 | $76K |
| Blue Trust, Inc. | 0.00% | Add +21.2% | 2,433 | $68K |
| KBC Group NV | 0.00% | No change | 2,300 | $64K |
| Huntington National Bank | 0.00% | Reduce -4.8% | 2,120 | $59K |
| Osaic Holdings, Inc. | 0.00% | Add +32.0% | 1,997 | $55K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.1% | 1,940 | $54K |
| Global Retirement Partners, LLC | 0.00% | — | 1,720 | $48K |
| Richardson Financial Services Inc. | 0.02% | Reduce -0.2% | 1,425 | $40K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,382 | $38K |
| Allworth Financial LP | 0.00% | Add +166.9% | 1,372 | $38K |
| Public Employees Retirement System of Ohio | 0.00% | Add +20.2% | 1,340 | $37K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -23.8% | 1,124 | $31K |
| Versant Capital Management, Inc | 0.00% | Reduce -26.0% | 981 | $27K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +34.4% | 883 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 686 | $19K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -27.3% | 657 | $18K |
| First Horizon Corp. | 0.00% | No change | 642 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -36.1% | 546 | $16K |
| True Wealth Design, LLC | 0.00% | Add +488.4% | 559 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 538 | $15K |
| Kilter Group LLC | 0.01% | Add +107.5% | 523 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 526 | $15K |
| Essential Partners LLC | 0.01% | Add +12.8% | 494 | $14K |
| Bare Financial Services, Inc | 0.00% | Add +1108.1% | 447 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 440 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | Add +60.2% | 439 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.5% | 422 | $12K |
| Pacer Advisors, Inc. | 0.00% | Reduce -20.8% | 431 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 356 | $10K |
| Rothschild Investment LLC | 0.00% | Add +88.8% | 353 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 345 | $10K |
| US Bancorp \de | 0.00% | No change | 227 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -47.6% | 219 | $6K |
| Basepoint Wealth LLC | 0.00% | Reduce -8.4% | 196 | $5K |
| J.Safra Asset Management Corp | 0.00% | No change | 191 | $5K |
| CX Institutional | 0.00% | Reduce -99.9% | 172 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -88.1% | 170 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -40.1% | 161 | $4K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 156 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +431.0% | 154 | $4K |
| Entrust Financial LLC | 0.00% | No change | 138 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 131 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +106.0% | 103 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 96 | $3K |
| Bellevue Asset Management, LLC | 0.00% | New | 56 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 53 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -10.0% | 45 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -4.5% | 42 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $1K |
| Covestor Ltd | 0.00% | Add +206.7% | 46 | $1K |
| Triumph Capital Management | 0.00% | No change | 24 | $667 |
| SBI Securities Co., Ltd. | 0.00% | Add +33.3% | 20 | $556 |
| Gilpin Wealth Management, LLC | 0.00% | New | 19 | $528 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $444 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -53.3% | 14 | $389 |
| Cornerstone Planning Group LLC | 0.00% | New | 13 | $381 |
| Arlington Trust Co LLC | 0.00% | No change | 13 | $361 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -86.7% | 12 | $333 |
| JPL Wealth Management, LLC | 0.00% | New | 7 | $195 |
| Quarry LP | 0.00% | New | 7 | $194 |
| Westfuller Advisors, LLC | 0.00% | No change | 6 | $175 |
| Abound Wealth Management | 0.00% | No change | 5 | $139 |
| Davis Capital Management | 0.00% | New | 4 | $111 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $83 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.