| 4 | Optiver Holding B.V. | 322K | $902K | +13.6% | 0.091% | 0.00% |
| 5 | MORGAN STANLEY | 206K | $576K | -20.8% | 0.058% | 0.00% |
| 6 | LPL Financial LLC | 166K | $465K | +35.7% | 0.047% | 0.00% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 140K | $391K | +16.9% | 0.039% | 0.00% |
| 8 | OLD MISSION CAPITAL LLC | 38K | $106K | +96.6% | 0.011% | 0.00% |
| 9 | Pathstone Holdings, LLC | 36K | $100K | +4.8% | 0.010% | 0.00% |
| 10 | Fore Capital, LLC | 31K | $88K | 0.0% | 0.009% | 0.03% |
| 11 | Snowden Capital Advisors LLC | 25K | $71K | +4.0% | 0.007% | 0.00% |
| 12 | MILLENNIUM MANAGEMENT LLC | 23K | $64K | -77.1% | 0.006% | 0.00% |
| 13 | XTX Topco Ltd | 18K | $50K | -9.4% | 0.005% | 0.00% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 15K | $41K | β | 0.004% | 0.00% |
| 15 | Vanguard Personalized Indexing Management, LLC | 14K | $38K | -32.4% | 0.004% | 0.00% |
| 16 | BNP PARIBAS FINANCIAL MARKETS | 13K | $37K | -13.1% | 0.004% | 0.00% |
| 17 | Apollon Wealth Management, LLC | 12K | $34K | +9.5% | 0.003% | 0.00% |
| 18 | CSS LLC/IL | 12K | $34K | 0.0% | 0.003% | 0.00% |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 11K | $32K | β | 0.003% | 0.00% |
| 20 | Rockefeller Capital Management L.P. | 10K | $29K | 0.0% | 0.003% | 0.00% |
| 21 | Concurrent Investment Advisors, LLC | 10K | $28K | 0.0% | 0.003% | 0.00% |
| 22 | UMB Bank, n.a. | 8K | $23K | +14.1% | 0.002% | 0.00% |
| 23 | Global Retirement Partners, LLC | 4K | $12K | β | 0.001% | 0.00% |
| 24 | Smartleaf Asset Management LLC | 1K | $4K | 0.0% | 0.000% | 0.00% |
| 25 | PRIVATE TRUST CO NA | 490 | $1K | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EVO β a direct measure of their conviction.
| 2.56% |
| +0.06 pp |
| $30M |
| 18% |
| Q4 2024 | 27 | +8.0% | 2.50% | +0.25 pp | $37M | +25% |
| Q3 2024 | 25 | β | 2.25% | β | $30M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
EVO institutional ownership fell by 1.38 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 94.5% of all reported 13F value in EVO, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Evotec SE (EVO) Institutional Ownership